Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 91 |
Citadel Advisors | 30 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 74 |
GOLDMAN SACHS GROUP INC | 28 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 60 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 12 | 0.00% | 0.04% | 0.07% | Q4 2011 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.16% | 0.28% | 0.39% | Q1 2013 | Q3 2023 | 43 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 42 | 42 | 0.06% | 0.26% | 0.74% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 0.17% | 0.65% | 1.16% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.16% | 0.32% | 0.58% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.17% | 0.47% | 0.73% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Teton Advisors, Inc. | 42 | 42 | 0.08% | 0.20% | 0.44% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.27% | 0.50% | 0.78% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Rodgers Brothers Inc. | 42 | 42 | 1.34% | 1.76% | 2.42% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 38 | 3 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 41 |
KBC Group NV | 40 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
ProShare Advisors LLC | 39 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
AQR Capital Management | 30 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
BOKF, NA | 25 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
ROYCE & ASSOCIATES LP | 33 | 4 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q2 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 32 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.00% | 0.04% | Q2 2015 | Q3 2023 | 34 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 33 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q1 2021 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Chevy Chase Trust Holdings, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 31 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 21 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 30 | 1 | 0.02% | 0.43% | 0.74% | Q2 2013 | Q1 2021 | 31 |
Sheaff Brock Investment Advisors, LLC | 31 | 31 | 0.06% | 0.13% | 0.24% | Q4 2015 | Q2 2023 | 31 |
Creative Planning | 14 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
D. E. Shaw & Co., Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 29 | 29 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 29 |
Aperio Group, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 26 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 28 |
NATIXIS ADVISORS, L.P. | 28 | 28 | 0.04% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Gotham Asset Management, LLC | 19 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
PineBridge Investments, L.P. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
VAN ECK ASSOCIATES CORP | 16 | 10 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
First Personal Financial Services | 26 | 26 | 0.03% | 1.19% | 2.50% | Q2 2017 | Q3 2023 | 26 |
Clean Yield Group | 14 | 1 | 0.00% | 0.27% | 0.86% | Q2 2013 | Q4 2021 | 26 |
BLAIR WILLIAM & CO/IL | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
SHELL ASSET MANAGEMENT CO | 25 | 25 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
GUGGENHEIM CAPITAL LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 24 |
Russell Investments Group, Ltd. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2020 | 24 |
Manchester Capital Management LLC | 23 | 1 | 0.00% | 0.00% | 0.05% | Q2 2014 | Q1 2022 | 24 |
Tortoise Index Solutions, LLC | 24 | 24 | 0.02% | 0.25% | 3.88% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 24 | 24 | 0.03% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 14 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 23 |
IFP Advisors, Inc | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2022 | 23 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.04% | 0.24% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 23 |
Triodos Investment Management BV | 22 | 22 | 0.83% | 1.82% | 2.37% | Q2 2018 | Q3 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2019 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
Impax Asset Management LTD | 22 | 22 | 0.42% | 1.20% | 1.93% | Q1 2013 | Q2 2018 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Employees Retirement System of Texas | 22 | 22 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2019 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Impax Asset Management Group plc | 21 | 21 | 0.45% | 0.77% | 1.20% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 21 |
AMALGAMATED BANK | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
Carlson Capital Management | 21 | 21 | 0.05% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 17 | 4 | 0.00% | 1.09% | 2.13% | Q4 2017 | Q3 2023 | 21 |
BLUESTEIN R H & CO LLC | 21 | 21 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2022 | 21 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 20 | 20 | 0.44% | 1.11% | 2.80% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 20 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q4 2017 | 19 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
HSBC HOLDINGS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
GREAT LAKES ADVISORS, LLC | 18 | 1 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 19 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 15 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Lowe Wealth Advisors, LLC | 19 | 19 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q4 2023 | 19 |
STRS OHIO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 18 |
Crossmark Global Holdings, Inc. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 18 |
Rock Point Advisors, LLC | 7 | 1 | 0.06% | 0.09% | 0.12% | Q4 2013 | Q3 2023 | 18 |
PROFUND ADVISORS LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 18 |
HighTower Advisors, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 18 |
Squarepoint Ops LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Handelsbanken Fonder AB | 14 | 3 | 0.00% | 0.01% | 0.11% | Q1 2018 | Q3 2023 | 17 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 10 | 7 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q2 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 17 |
EAGLE ASSET MANAGEMENT INC | 17 | 17 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q1 2021 | 17 |
SHELTON CAPITAL MANAGEMENT | 13 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 17 |
Boston Trust Walden Corp | 17 | 17 | 0.14% | 0.25% | 0.31% | Q3 2019 | Q3 2023 | 17 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 17 |
FDx Advisors, Inc. | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2019 | 16 |
Intercontinental Wealth Advisors, LLC | 14 | 2 | 0.02% | 0.16% | 0.28% | Q4 2018 | Q2 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Man Group plc | 16 | 16 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 16 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
DUBUQUE BANK & TRUST CO | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
USCA RIA LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.25% | 0.35% | 0.47% | Q4 2019 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.20% | 0.34% | Q2 2014 | Q4 2017 | 15 |
DELTA LLOYD NV | 10 | 5 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q1 2017 | 15 |
AVIVA PLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
Voya Financial Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2021 | 15 |
Inspire Investing, LLC | 9 | 1 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 15 |
Redmond Asset Management, LLC | 15 | 15 | 0.33% | 0.43% | 0.66% | Q1 2020 | Q3 2023 | 15 |
Rathbones Group PLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Impax Asset Management (AIFM) Ltd | 15 | 15 | 2.08% | 2.81% | 3.65% | Q4 2014 | Q2 2018 | 15 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 15 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CONGRESS ASSET MANAGEMENT CO /MA | 14 | 14 | 0.00% | 0.07% | 0.28% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 8 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
AXA S.A. | 14 | 14 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
RMB Capital Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Assenagon Asset Management S.A. | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q3 2023 | 14 |
Vident Investment Advisory, LLC | 10 | 2 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2023 | 14 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 13 |
MEEDER ASSET MANAGEMENT INC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 13 |
Ellenbecker Investment Group | 6 | 1 | 0.07% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 13 |
Zions Bancorporation, N.A. | 13 | 13 | 0.03% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Candriam S.C.A. | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 13 |
WINTON GROUP Ltd | 8 | 1 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q1 2021 | 13 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 13 |
Mariner, LLC | 8 | 5 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 13 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
Montanaro Asset Management Ltd | 12 | 12 | 1.72% | 2.23% | 3.27% | Q4 2020 | Q3 2023 | 12 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
NISA INVESTMENT ADVISORS, LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 12 | 12 | 0.06% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Krane Funds Advisors LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 11 |
Green Alpha Advisors, LLC | 11 | 11 | 0.18% | 0.61% | 0.82% | Q1 2021 | Q3 2023 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BAILARD, INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MACQUARIE GROUP LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.94% | 1.16% | 1.39% | Q1 2021 | Q3 2023 | 11 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 11 |
NN Investment Partners Holdings N.V. | 9 | 2 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2022 | 11 |
BMT Investment Advisors | 11 | 11 | 0.88% | 1.00% | 1.16% | Q3 2017 | Q1 2020 | 11 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Select Equity Group, L.P. | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
ASSOCIATED BANC-CORP | 11 | 11 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Phoenix Holdings Ltd. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Midwest Professional Planners, LTD. | 5 | 1 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q4 2023 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 3 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.07% | 0.11% | Q3 2016 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q1 2020 | 10 |
QUADRANT CAPITAL GROUP LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 10 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
OppenheimerFunds, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 10 | 0.11% | 0.35% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Amundi | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Maryland State Retirement & Pension System | 9 | 9 | 0.03% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Natixis Investment Managers International | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
BHF Kleinwort Benson Group S.A. | 6 | 3 | 0.02% | 0.18% | 0.33% | Q4 2013 | Q1 2016 | 9 |
ZACKS INVESTMENT MANAGEMENT | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Dundas Partners LLP | 9 | 9 | 0.00% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 2 | 0.64% | 0.77% | 0.83% | Q2 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 9 |
Glassman Wealth Services | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Asset Management One Co., Ltd. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
CHILTON INVESTMENT CO INC. | 5 | 3 | 0.02% | 0.07% | 0.10% | Q1 2017 | Q4 2021 | 8 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Bigelow Investment Advisors, LLC | 7 | 1 | 0.14% | 0.16% | 0.18% | Q1 2018 | Q1 2020 | 8 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 8 |
1st Global Advisors, Inc. | 3 | 2 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2016 | 8 |
ARROW FINANCIAL CORP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2018 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.02% | 0.13% | 0.48% | Q1 2019 | Q3 2023 | 8 |
Holocene Advisors, LP | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
TCI Wealth Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 7 |
MISSION WEALTH MANAGEMENT, LP | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 7 |
O'Dell Group, LLC | 5 | 2 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 4 | 3 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 7 |
Caprock Group, LLC | 7 | 7 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q4 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Bruderman Asset Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 7 |
Taylor Wealth Management Partners | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Vigilant Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 7 |
BerganKDV Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 7 |
Paloma Partners Management Co | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2021 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2016 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 7 |
SEGALL BRYANT & HAMILL, LLC | 6 | 1 | 0.01% | 0.13% | 0.18% | Q1 2013 | Q3 2023 | 7 |
Kepos Capital LP | 5 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.06% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
EAM Investors, LLC | 4 | 1 | 0.14% | 0.31% | 0.41% | Q1 2016 | Q3 2023 | 7 |
NICOLET ADVISORY SERVICES, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 7 |
Ethic Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 6 |
ALLSTATE CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
O'Shares Investment Advisers, LLC | 4 | 1 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q2 2021 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q3 2013 | Q4 2022 | 6 |
TAP Consulting, LLC | 3 | 3 | 0.08% | 0.70% | 1.23% | Q3 2021 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.07% | 0.26% | Q4 2020 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PRIVATE TRUST CO NA | 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 |
Covington Capital Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q2 2023 | 6 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
MSI Financial Services Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 6 |
ClearBridge Investments | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q2 2022 | 6 |
Blueshift Asset Management, LLC | 5 | 1 | 0.03% | 0.09% | 0.13% | Q2 2020 | Q4 2021 | 6 |
IAG Wealth Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Fruth Investment Management | 4 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
NATIXIS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FRANKLIN RESOURCES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.10% | 0.12% | 0.15% | Q1 2018 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 5 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q1 2018 | 5 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
AHL Partners LLP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Standard Family Office LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Olympiad Research LP | 3 | 1 | 0.11% | 0.21% | 0.32% | Q1 2020 | Q1 2023 | 5 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 5 | 0.17% | 0.19% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 2 | 1 | 0.13% | 0.22% | 0.42% | Q1 2019 | Q3 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Surevest, LLC | 4 | 1 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q3 2022 | 5 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 5 | 5 | 1.08% | 1.73% | 2.46% | Q3 2014 | Q3 2015 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2014 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.12% | 0.20% | 0.32% | Q4 2019 | Q4 2020 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2020 | 5 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DekaBank Deutsche Girozentrale | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
EAM Global Investors LLC | 4 | 4 | 0.49% | 1.02% | 1.34% | Q4 2022 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 3 | 1 | 0.01% | 0.14% | 0.31% | Q1 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 4 |
River Street Advisors LLC | 4 | 4 | 0.40% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JB Capital LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.31% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.39% | 0.40% | 0.42% | Q4 2022 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 4 |
XXEC, Inc. | 4 | 4 | 1.64% | 2.21% | 2.58% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.20% | 0.24% | 0.32% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Athanor Capital, LP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.33% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.04% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2014 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 4 |
Port Capital LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
Versor Investments LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 3 |
ClariVest Asset Management LLC | 2 | 1 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Northside Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.01% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.27% | 0.27% | 0.28% | Q2 2021 | Q4 2021 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.28% | 0.33% | 0.37% | Q1 2023 | Q3 2023 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q2 2013 | 3 |
APPLETON GROUP, LLC | 2 | 1 | 0.20% | 0.22% | 0.23% | Q4 2017 | Q3 2018 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
DEERE & CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2016 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q4 2017 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.06% | 0.13% | Q3 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XPONANCE, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q3 2016 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Robeco Institutional Asset Management B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
SUFFOLK CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
NUANCE INVESTMENTS, LLC | 2 | 2 | 0.30% | 0.47% | 0.64% | Q2 2018 | Q3 2018 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.15% | 0.17% | 0.18% | Q3 2016 | Q4 2016 | 2 |
RICE HALL JAMES & ASSOCIATES, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Pacer Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arjuna Capital | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NEW ENGLAND ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Monument Capital Management | 2 | 2 | 0.70% | 0.73% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEAN INVESTMENT ASSOCIATES, LLC | 2 | 2 | 0.31% | 0.33% | 0.35% | Q3 2014 | Q4 2014 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
State of Wyoming | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Planning Center, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q1 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.56% | 0.59% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Arbiter Partners Capital Management LLC | 2 | 2 | 2.89% | 3.33% | 3.78% | Q4 2019 | Q1 2020 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 2 | 0.20% | 0.29% | 0.38% | Q2 2023 | Q3 2023 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q1 2023 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q2 2017 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Dean Capital Management | 2 | 2 | 1.07% | 1.08% | 1.09% | Q3 2014 | Q4 2014 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q3 2023 | 2 |
EULAV Asset Management | 2 | 2 | 0.07% | 0.19% | 0.30% | Q2 2023 | Q3 2023 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q3 2018 | Q4 2018 | 2 |
Voss Capital, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q1 2020 | 2 |
Atria Investments, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
APG Asset Management N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FORA Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2016 | Q2 2016 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Palo Capital, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Sunbelt Securities, Inc. | 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 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stifel Trust Company, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
RK Capital | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2019 | Q2 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Caldwell Investment Management Ltd. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2023 | Q2 2023 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIM, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Cipher Capital LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Invictus RG | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2018 | Q1 2018 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2010 | Q4 2010 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARGUS INVESTORS' COUNSEL, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Airain ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own BADGER METER INC or have owned BADGER METER INC in the past.