Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 62 |
Citadel Advisors | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 56 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 41 |
BARCLAYS PLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 34 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 27 |
D. E. Shaw & Co., Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 24 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 24 |
PEAK6 Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 24 |
Oakworth Capital, Inc. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
FORMULA GROWTH LTD | 21 | 21 | 0.17% | 0.44% | 1.17% | Q3 2018 | Q3 2023 | 21 |
Swiss National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Arizona State Retirement System | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AMERICAN INTERNATIONAL GROUP, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
VANGUARD GROUP INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TEXAS PERMANENT SCHOOL FUND CORP | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Legal & General Group Plc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ROYCE & ASSOCIATES LP | 21 | 21 | 0.06% | 0.10% | 0.16% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
VOYA INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
State of Tennessee, Treasury Department | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Ridgewood Investments LLC | 21 | 21 | 0.45% | 1.04% | 1.90% | Q3 2018 | Q3 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RICE HALL JAMES & ASSOCIATES, LLC | 21 | 21 | 1.05% | 1.35% | 1.77% | Q3 2018 | Q3 2023 | 21 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Gratus Capital, LLC | 21 | 21 | 0.13% | 0.30% | 0.53% | Q3 2018 | Q3 2023 | 21 |
Ameritas Investment Partners, Inc. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
QUADRANT CAPITAL GROUP LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GEODE CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NEW YORK STATE COMMON RETIREMENT FUND | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
KENNEDY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.07% | 0.12% | 0.19% | Q3 2018 | Q3 2023 | 21 |
State of Alaska, Department of Revenue | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WASATCH ADVISORS LP | 21 | 21 | 0.15% | 0.28% | 0.42% | Q3 2018 | Q3 2023 | 21 |
SCOUT INVESTMENTS, INC. | 21 | 21 | 0.08% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 21 |
SHAKER INVESTMENTS LLC/OH | 21 | 21 | 7.65% | 11.14% | 15.20% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Stieven Capital Advisors, L.P. | 21 | 21 | 1.18% | 1.67% | 3.63% | Q3 2018 | Q3 2023 | 21 |
Alpha Cubed Investments, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Jaffetilchin Investment Partners, LLC | 21 | 21 | 0.03% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FRED ALGER MANAGEMENT, LLC | 21 | 21 | 0.02% | 0.08% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Louisiana State Employees Retirement System | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
ALLIANCEBERNSTEIN L.P. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NJ State Employees Deferred Compensation Plan | 21 | 21 | 0.09% | 0.12% | 0.15% | Q3 2018 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 15 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
EARNEST PARTNERS LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Russell Investments Group, Ltd. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 20 | 20 | 0.17% | 0.23% | 0.32% | Q3 2018 | Q2 2023 | 20 |
RHUMBLINE ADVISERS | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
S&T BANK/PA | 20 | 20 | 1.10% | 1.58% | 2.37% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
CREDIT SUISSE AG/ | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 15 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 18 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PINNACLE ASSOCIATES LTD | 14 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 19 | 19 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 19 |
Bragg Financial Advisors, Inc | 19 | 19 | 0.08% | 0.39% | 0.72% | Q1 2019 | Q3 2023 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 19 | 19 | 0.00% | 0.39% | 0.91% | Q3 2018 | Q1 2023 | 19 |
COMERICA BANK | 18 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Pembroke Management, LTD | 19 | 19 | 1.47% | 1.96% | 2.76% | Q1 2019 | Q3 2023 | 19 |
CONNORS INVESTOR SERVICES INC | 18 | 18 | 0.21% | 0.50% | 0.73% | Q2 2019 | Q3 2023 | 18 |
PDT Partners, LLC | 12 | 2 | 0.07% | 0.12% | 0.25% | Q3 2018 | Q3 2023 | 18 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 12 | 6 | 0.34% | 1.08% | 2.40% | Q4 2018 | Q3 2023 | 18 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
NORGES BANK | 18 | 18 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 12 | 6 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
Brandywine Global Investment Management, LLC | 9 | 2 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 17 |
Robeco Institutional Asset Management B.V. | 17 | 17 | 0.02% | 0.08% | 0.16% | Q3 2018 | Q3 2022 | 17 |
Van Hulzen Asset Management, LLC | 12 | 5 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 17 |
ProShare Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
JANUS HENDERSON GROUP PLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Foundry Partners, LLC | 17 | 17 | 0.01% | 0.26% | 0.52% | Q3 2019 | Q3 2023 | 17 |
Clearstead Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DAVIS CAPITAL PARTNERS, LLC | 16 | 16 | 0.41% | 1.09% | 1.98% | Q3 2018 | Q2 2022 | 16 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Parallax Volatility Advisers, L.P. | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CIM INVESTMENT MANAGEMENT INC | 8 | 3 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Mission Creek Capital Partners, Inc. | 14 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 9 | 1 | 0.00% | 0.10% | 0.27% | Q3 2018 | Q3 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.41% | 0.65% | 0.85% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
BANK HAPOALIM BM | 15 | 15 | 0.01% | 0.15% | 0.40% | Q3 2018 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 9 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 15 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 15 |
Barnett & Company, Inc. | 14 | 14 | 0.18% | 0.25% | 0.34% | Q3 2018 | Q4 2021 | 14 |
Quantinno Capital Management LP | 14 | 14 | 0.01% | 0.24% | 0.82% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.07% | 0.09% | Q1 2020 | Q2 2023 | 14 |
Baird Financial Group, Inc. | 14 | 14 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2021 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2022 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 14 |
TWO SIGMA ADVISERS, LP | 8 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
PRIVATE ASSET MANAGEMENT INC | 9 | 5 | 0.03% | 0.05% | 0.16% | Q3 2018 | Q1 2022 | 14 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Handelsbanken Fonder AB | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 13 |
THOMPSON SIEGEL & WALMSLEY LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2021 | 13 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 12 |
EMERALD MUTUAL FUND ADVISERS TRUST | 10 | 2 | 0.09% | 0.20% | 0.61% | Q4 2019 | Q3 2023 | 12 |
Caption Management, LLC | 5 | 1 | 0.00% | 0.10% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Orchard Capital Management, LLC | 12 | 12 | 3.95% | 5.34% | 7.32% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
Man Group plc | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 12 |
MACQUARIE GROUP LTD | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 12 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
State of New Jersey Common Pension Fund D | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 11 |
LOOMIS SAYLES & CO L P | 11 | 11 | 0.02% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL PLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q1 2021 | 11 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Tarbox Family Office, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2022 | 10 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q2 2023 | 10 |
Freedom Investment Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
MASON STREET ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 10 |
CARILLON TOWER ADVISERS, INC. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
FIL Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Redwood Investments, LLC | 10 | 10 | 0.77% | 1.75% | 1.95% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.04% | 0.17% | 0.24% | Q3 2018 | Q1 2022 | 10 |
First Eagle Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 10 |
ALGERT GLOBAL LLC | 7 | 1 | 0.03% | 0.12% | 0.23% | Q2 2019 | Q3 2023 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
TCW GROUP INC | 7 | 3 | 0.01% | 0.07% | 0.14% | Q1 2020 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
LS Investment Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 9 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.03% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 9 |
PROFUND ADVISORS LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
KBC Group NV | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2022 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
AQR Capital Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Pacific Ridge Capital Partners, LLC | 9 | 9 | 0.10% | 0.14% | 0.19% | Q3 2019 | Q3 2021 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Orion Capital Management LLC | 9 | 9 | 0.26% | 0.35% | 0.40% | Q4 2020 | Q4 2022 | 9 |
Versant Capital Management, Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 9 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q4 2022 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
FIRST FOUNDATION ADVISORS | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2018 | Q3 2020 | 9 |
TORONTO DOMINION BANK | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
Maryland State Retirement & Pension System | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Avenir Corp | 8 | 8 | 0.08% | 0.10% | 0.12% | Q3 2018 | Q2 2020 | 8 |
Mutual Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2022 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
GUGGENHEIM CAPITAL LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 8 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 8 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 8 |
ICON ADVISERS INC/CO | 8 | 8 | 0.09% | 0.19% | 0.28% | Q3 2018 | Q2 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 8 | 8 | 0.03% | 0.09% | 0.21% | Q3 2018 | Q2 2020 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JENNISON ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Gator Capital Management, LLC | 8 | 8 | 2.26% | 3.02% | 3.93% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Prudent Man Advisors, LLC | 7 | 1 | 0.09% | 0.12% | 0.18% | Q3 2020 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MEITAV INVESTMENT HOUSE LTD | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2020 | 8 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 7 |
American Portfolios Advisors | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 7 |
LORD, ABBETT & CO. LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Rock Creek Group, LP | 7 | 7 | 0.18% | 0.64% | 1.04% | Q2 2019 | Q4 2020 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Holocene Advisors, LP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 7 |
APG Asset Management N.V. | 4 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2021 | 7 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.11% | Q1 2019 | Q3 2021 | 7 |
ALPS ADVISORS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
STRS OHIO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Advantage Alpha Capital Partners LP | 7 | 7 | 0.06% | 0.17% | 0.25% | Q4 2020 | Q2 2022 | 7 |
Rockefeller Capital Management L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6 | 6 | 0.90% | 0.95% | 1.01% | Q3 2018 | Q4 2019 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 6 |
Ranch Capital Advisors Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Voss Capital, LLC | 5 | 5 | 0.01% | 1.24% | 2.56% | Q4 2019 | Q4 2020 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
QS Investors, LLC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PineBridge Investments, L.P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 6 |
Smithfield Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Municipal Employees' Retirement System of Michigan | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 6 |
Xact Kapitalforvaltning AB | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
JARISLOWSKY, FRASER Ltd | 6 | 6 | 0.14% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Assenagon Asset Management S.A. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
BURNEY CO/ | 6 | 6 | 0.19% | 0.25% | 0.34% | Q3 2018 | Q4 2019 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 6 | 0.10% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 6 |
Matarin Capital Management, LLC | 6 | 6 | 0.18% | 0.21% | 0.22% | Q3 2018 | Q4 2019 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Inspire Investing, LLC | 5 | 1 | 0.01% | 0.07% | 0.09% | Q1 2019 | Q4 2020 | 6 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 6 |
Teza Capital Management LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 5 |
Elkfork Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 1.74% | 2.68% | 3.37% | Q3 2022 | Q3 2023 | 5 |
Grandeur Peak Global Advisors, LLC | 5 | 5 | 0.08% | 0.12% | 0.17% | Q3 2018 | Q3 2019 | 5 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q3 2022 | 5 |
Glen Harbor Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
DENALI ADVISORS LLC | 3 | 2 | 0.32% | 1.06% | 1.61% | Q3 2020 | Q1 2022 | 5 |
Virtue Capital Management, LLC | 5 | 5 | 0.25% | 0.30% | 0.36% | Q4 2020 | Q4 2021 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.12% | 0.14% | 0.18% | Q4 2020 | Q4 2021 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.05% | 0.16% | 0.27% | Q3 2018 | Q3 2019 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
PANAGORA ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 5 |
Meadow Creek Investment Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 5 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
AXA S.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 5 |
TOBAM | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 5 |
Bigelow Investment Advisors, LLC | 5 | 5 | 0.28% | 0.35% | 0.44% | Q4 2018 | Q4 2019 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Premier Fund Managers Ltd | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
DUALITY ADVISERS, LP | 3 | 2 | 0.05% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 5 |
EMERALD ADVISERS, LLC | 3 | 2 | 0.12% | 0.29% | 0.63% | Q4 2019 | Q3 2023 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.38% | 3.99% | 7.88% | Q3 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.08% | 0.10% | Q2 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
abrdn plc | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2021 | Q3 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
EMG Holdings, L.P. | 4 | 4 | 0.12% | 0.63% | 1.42% | Q2 2022 | Q1 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 4 | 0.24% | 0.39% | 0.57% | Q3 2018 | Q2 2019 | 4 |
Weaver Consulting Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Highland Private Wealth Management | 4 | 4 | 0.22% | 0.24% | 0.27% | Q4 2018 | Q3 2019 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 4 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
VERTEX ONE ASSET MANAGEMENT INC. | 4 | 4 | 0.31% | 3.15% | 5.64% | Q3 2018 | Q2 2019 | 4 |
Versor Investments LP | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atom Investors LP | 2 | 1 | 0.05% | 0.22% | 0.32% | Q1 2020 | Q3 2023 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Timber Creek Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
SHELL ASSET MANAGEMENT CO | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Global Alpha Capital Management Ltd. | 3 | 3 | 1.81% | 1.90% | 2.00% | Q3 2018 | Q1 2019 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.19% | 0.30% | Q1 2021 | Q2 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 3 | 0.33% | 0.39% | 0.46% | Q4 2020 | Q2 2021 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.96% | 1.21% | 1.33% | Q3 2018 | Q1 2019 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.10% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Jump Financial, LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.29% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TEACHERS ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Laurus Investment Counsel Inc. | 3 | 3 | 0.31% | 0.73% | 1.06% | Q3 2021 | Q1 2022 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Rosenthal {-} Henry Capital Advisors, Inc. | 3 | 3 | 0.85% | 1.23% | 1.61% | Q1 2020 | Q3 2020 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q3 2019 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.15% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Avalon Investment & Advisory | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.67% | 0.69% | 0.71% | Q3 2018 | Q1 2019 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q2 2022 | 3 |
HighTower Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 2 |
Sciencast Management LP | 1 | 1 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q2 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KESTREL INVESTMENT MANAGEMENT CORP | 2 | 2 | 2.86% | 2.88% | 2.89% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Tidal Investments LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EJF Capital LLC | 2 | 2 | 0.60% | 1.23% | 1.86% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
TDAM USA INC. | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2018 | Q4 2018 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q4 2018 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
NKCFO LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q2 2021 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.06% | 0.12% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Cipher Capital LP | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.05% | 0.11% | 0.17% | Q2 2023 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PIER 88 INVESTMENT PARTNERS LLC | 2 | 2 | 0.16% | 0.22% | 0.29% | Q3 2018 | Q4 2018 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 2 | 0.26% | 0.29% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Olympiad Research LP | 1 | 1 | 0.15% | 0.20% | 0.24% | Q2 2020 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.46% | 0.60% | 0.75% | Q3 2018 | Q4 2018 | 2 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
MAGNOLIA GROUP, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2020 | Q3 2020 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2018 | Q3 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JCSD Capital, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2018 | Q3 2018 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SECOND CURVE CAPITAL LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AVIVA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EAM Investors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Summit Creek Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bayview Asset Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
PFG Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
River Oaks Capital LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2018 | Q3 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GAM Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SummerHaven Investment Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2019 | Q2 2019 | 1 |
Vestcor Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own AXOS FINANCIAL INC or have owned AXOS FINANCIAL INC in the past.