Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 62 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 61 |
Walleye Trading LLC | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 50 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 44 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 43 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 31 |
BARCLAYS PLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 30 |
UBS Group AG | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 27 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 24 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 23 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Copeland Capital Management, LLC | 22 | 22 | 0.90% | 1.66% | 2.05% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 22 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 22 |
WASATCH ADVISORS LP | 22 | 22 | 0.03% | 1.08% | 2.37% | Q2 2018 | Q3 2023 | 22 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
TEXAS PERMANENT SCHOOL FUND CORP | 21 | 21 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Treasurer of the State of North Carolina | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Harbor Advisors LLC | 21 | 21 | 0.11% | 0.18% | 0.25% | Q3 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
GOLDMAN SACHS GROUP INC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AMERICAN INTERNATIONAL GROUP, INC. | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
RHUMBLINE ADVISERS | 21 | 21 | 0.01% | 0.02% | 0.02% | 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% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONGRESS ASSET MANAGEMENT CO /MA | 21 | 21 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
TORONTO DOMINION BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 21 | 21 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
PUZO MICHAEL J | 21 | 21 | 0.13% | 0.41% | 0.91% | Q3 2018 | Q3 2023 | 21 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SECURIAN ASSET MANAGEMENT, INC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
VANGUARD GROUP INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 21 | 21 | 0.23% | 0.60% | 1.01% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST TRUST ADVISORS LP | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Sapience Investments, LLC | 21 | 21 | 0.30% | 1.25% | 1.60% | Q3 2018 | Q3 2023 | 21 |
LATHROP INVESTMENT MANAGEMENT CORP | 12 | 9 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Ifrah Financial Services, Inc. | 21 | 21 | 0.16% | 0.26% | 0.33% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.00% | 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% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Parkside Financial Bank & Trust | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
WELCH & FORBES LLC | 21 | 21 | 0.01% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 21 |
VOYA INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
M&T BANK CORP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.05% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 21 |
FEDERATED HERMES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
TD ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GREAT LAKES ADVISORS, LLC | 21 | 21 | 0.05% | 0.15% | 0.52% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Retirement Systems of Alabama | 21 | 21 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
RICE HALL JAMES & ASSOCIATES, LLC | 21 | 21 | 0.68% | 0.87% | 1.03% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
State of Alaska, Department of Revenue | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
ProShare Advisors LLC | 21 | 21 | 0.04% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Louisiana State Employees Retirement System | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
ALLIANCEBERNSTEIN L.P. | 21 | 21 | 0.00% | 0.01% | 0.02% | 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% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Simmons Bank | 21 | 21 | 0.02% | 0.09% | 0.17% | Q3 2018 | Q3 2023 | 21 |
BURNEY CO/ | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
DIMENSIONAL FUND ADVISORS LP | 21 | 21 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 21 | 21 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AMALGAMATED BANK | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.04% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 21 |
NEW YORK STATE COMMON RETIREMENT FUND | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Crossmark Global Holdings, Inc. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Ameritas Investment Partners, Inc. | 21 | 21 | 0.03% | 0.10% | 0.18% | Q3 2018 | Q3 2023 | 21 |
ClearBridge Investments | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Swiss National Bank | 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% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Arizona State Retirement System | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
HM PAYSON & CO | 19 | 1 | 0.01% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Ridgewood Investments LLC | 20 | 20 | 0.00% | 0.53% | 0.70% | Q3 2018 | Q2 2023 | 20 |
FIFTH THIRD BANCORP | 13 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
SG Americas Securities, LLC | 14 | 6 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
COMERICA BANK | 18 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Glassman Wealth Services | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TCW GROUP INC | 20 | 20 | 0.03% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 20 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 15 | 5 | 0.01% | 0.03% | 0.31% | Q3 2018 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 20 | 20 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 12 | 8 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 17 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Russell Investments Group, Ltd. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Rafferty Asset Management, LLC | 14 | 6 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Giverny Capital | 20 | 20 | 0.41% | 0.90% | 2.31% | Q4 2018 | Q3 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Cardinal Capital Management | 19 | 1 | 0.09% | 0.18% | 0.25% | Q3 2018 | Q3 2023 | 20 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 15 | 5 | 0.01% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Utah Retirement Systems | 11 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 3 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 19 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 7 | 0.00% | 0.10% | 0.76% | Q3 2018 | Q3 2023 | 19 |
Epoch Investment Partners, Inc. | 19 | 19 | 0.04% | 0.36% | 0.65% | Q3 2018 | Q1 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ClariVest Asset Management LLC | 19 | 19 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 19 |
KENNEDY CAPITAL MANAGEMENT LLC | 16 | 3 | 0.01% | 0.31% | 0.54% | Q3 2018 | Q3 2023 | 19 |
ALGERT GLOBAL LLC | 19 | 19 | 0.05% | 0.36% | 1.41% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 19 |
Unison Advisors LLC | 14 | 5 | 0.05% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 19 |
AQR Capital Management | 16 | 3 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 11 | 8 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 19 |
JARISLOWSKY, FRASER Ltd | 18 | 18 | 0.18% | 0.37% | 0.58% | Q2 2019 | Q3 2023 | 18 |
Schonfeld Strategic Advisors LLC | 13 | 4 | 0.00% | 0.09% | 0.29% | Q1 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
QV Investors Inc. | 18 | 18 | 0.12% | 0.58% | 0.84% | Q2 2019 | Q3 2023 | 18 |
Brandywine Global Investment Management, LLC | 15 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 18 |
COMMERCE BANK | 13 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
WEYBOSSET RESEARCH & MANAGEMENT LLC | 12 | 6 | 2.44% | 3.72% | 4.72% | Q1 2019 | Q3 2023 | 18 |
TOTH FINANCIAL ADVISORY CORP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FIL Ltd | 18 | 18 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q4 2022 | 18 |
Renaissance Technologies | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 18 |
REGIONS FINANCIAL CORP | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
State of New Jersey Common Pension Fund D | 17 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Neo Ivy Capital Management | 13 | 2 | 0.23% | 0.64% | 0.96% | Q4 2018 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NORGES BANK | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
American Portfolios Advisors | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 17 |
GREENWOOD GEARHART INC | 14 | 3 | 0.05% | 0.11% | 0.16% | Q2 2019 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
PROFUND ADVISORS LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
FORVIS Wealth Advisors, LLC | 12 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 17 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
AXA S.A. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
State of Tennessee, Treasury Department | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Van Berkom & Associates Inc. | 16 | 16 | 0.03% | 2.14% | 2.77% | Q4 2019 | Q3 2023 | 16 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 16 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 16 |
BTC Capital Management, Inc. | 12 | 1 | 0.02% | 0.08% | 0.49% | Q3 2018 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.07% | 0.17% | 0.40% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 16 |
GW HENSSLER & ASSOCIATES LTD | 9 | 7 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 16 |
MML INVESTORS SERVICES, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
Newport Trust Company, LLC | 16 | 16 | 0.11% | 0.20% | 0.32% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.00% | 0.06% | 0.84% | Q3 2018 | Q3 2023 | 15 |
Man Group plc | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 15 |
SHELTON CAPITAL MANAGEMENT | 9 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisors Asset Management, Inc. | 8 | 7 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2022 | 15 |
OPPENHEIMER & CO INC | 10 | 5 | 0.01% | 0.06% | 0.18% | Q3 2018 | Q2 2022 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 6 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q2 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
ArrowMark Colorado Holdings LLC | 15 | 15 | 0.21% | 0.34% | 0.44% | Q3 2018 | Q1 2022 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.09% | 0.42% | 0.68% | Q1 2020 | Q3 2023 | 15 |
CABOT WEALTH MANAGEMENT INC | 15 | 15 | 0.60% | 2.37% | 3.33% | Q1 2020 | Q3 2023 | 15 |
KINGS POINT CAPITAL MANAGEMENT | 15 | 15 | 0.11% | 0.18% | 0.30% | Q3 2018 | Q1 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Highlander Capital Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 15 |
XPONANCE, INC. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
STRS OHIO | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Gemmer Asset Management LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
TDAM USA INC. | 14 | 14 | 0.02% | 0.30% | 0.49% | Q3 2018 | Q4 2021 | 14 |
Global Frontier Investments LLC | 14 | 14 | 0.00% | 2.23% | 4.48% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 14 |
BANK OF NOVA SCOTIA | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2023 | 14 |
Poehling Capital Management, INC. | 14 | 14 | 0.18% | 0.68% | 1.29% | Q4 2018 | Q1 2022 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Teza Capital Management LLC | 3 | 1 | 0.11% | 0.18% | 0.30% | Q4 2018 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
SECURITY NATIONAL TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
ALPS ADVISORS INC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 13 |
GUGGENHEIM CAPITAL LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 11 | 2 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q3 2022 | 13 |
Mirae Asset Global Investments Co., Ltd. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 9 | 4 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
SEGALL BRYANT & HAMILL, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q2 2021 | 12 |
Horrell Capital Management, Inc. | 12 | 12 | 1.26% | 1.66% | 2.05% | Q4 2020 | Q3 2023 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.06% | 0.10% | 0.28% | Q3 2020 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 12 |
Symmetry Partners, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2023 | 12 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 12 |
Capital Investment Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2022 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
STEPH & CO | 12 | 12 | 0.08% | 0.21% | 0.26% | Q1 2020 | Q4 2022 | 12 |
Koshinski Asset Management, Inc. | 12 | 12 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Freedom Day Solutions, LLC | 12 | 12 | 0.15% | 0.24% | 0.32% | Q2 2020 | Q1 2023 | 12 |
Bank OZK | 9 | 3 | 0.13% | 13.67% | 29.45% | Q3 2018 | Q2 2023 | 12 |
Boston Partners | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 12 |
Biltmore Family Office, LLC | 12 | 12 | 0.10% | 0.18% | 0.24% | Q4 2018 | Q3 2021 | 12 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 12 |
SEIZERT CAPITAL PARTNERS, LLC | 12 | 12 | 0.03% | 0.11% | 0.18% | Q2 2020 | Q1 2023 | 12 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.08% | 0.21% | Q2 2019 | Q3 2023 | 11 |
SHELL ASSET MANAGEMENT CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NAPLES GLOBAL ADVISORS, LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Palouse Capital Management, Inc. | 6 | 1 | 0.08% | 0.11% | 0.13% | Q3 2018 | Q3 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
1832 Asset Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Jackson Creek Investment Advisors LLC | 10 | 10 | 0.11% | 0.20% | 0.37% | Q2 2021 | Q3 2023 | 10 |
Millrace Asset Group, Inc. | 10 | 10 | 0.49% | 1.04% | 1.78% | Q2 2020 | Q3 2022 | 10 |
Aperio Group, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q4 2020 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
DENALI ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 10 |
MASON STREET ADVISORS, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q4 2020 | 10 |
DUBUQUE BANK & TRUST CO | 8 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Pegasus Partners Ltd. | 10 | 10 | 0.05% | 0.10% | 0.18% | Q2 2019 | Q3 2021 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 10 |
Selective Wealth Management, Inc. | 9 | 1 | 0.22% | 10.49% | 17.75% | Q3 2018 | Q1 2021 | 10 |
Cipher Capital LP | 4 | 1 | 0.03% | 0.13% | 0.33% | Q1 2019 | Q2 2023 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.02% | 0.11% | 0.22% | Q1 2021 | Q2 2023 | 10 |
DekaBank Deutsche Girozentrale | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 10 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 10 |
LS Investment Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.05% | Q3 2018 | Q4 2020 | 9 |
AGF Investments LLC | 9 | 9 | 0.01% | 0.09% | 0.14% | Q2 2020 | Q2 2022 | 9 |
CHICAGO TRUST Co NA | 8 | 1 | 0.05% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 9 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 9 | 0.04% | 0.10% | 0.22% | Q3 2019 | Q3 2021 | 9 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 9 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
CULLEN/FROST BANKERS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.05% | 0.11% | 0.18% | Q1 2019 | Q4 2022 | 9 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.04% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 9 |
Sutton Wealth Advisors Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 9 |
Prime Capital Investment Advisors, LLC | 8 | 8 | 0.01% | 0.06% | 0.13% | Q2 2020 | Q1 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2020 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.14% | 0.36% | Q4 2020 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.05% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
First Horizon Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MACKAY SHIELDS LLC | 7 | 1 | 0.00% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 8 |
Inspire Investing, LLC | 7 | 1 | 0.07% | 0.10% | 0.15% | Q1 2020 | Q3 2022 | 8 |
ROYCE & ASSOCIATES LP | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2020 | 8 |
Kiwi Wealth Investments Limited Partnership | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.28% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Cambridge Investment Research Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.47% | 0.67% | 0.84% | Q4 2018 | Q3 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.40% | 0.51% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
South Dakota Investment Council | 5 | 3 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 6 | 1 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 8 |
Sabal Trust CO | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
Versor Investments LP | 7 | 1 | 0.01% | 0.04% | 0.15% | Q3 2021 | Q3 2023 | 8 |
MARTIN CURRIE LTD | 5 | 3 | 0.17% | 0.30% | 0.55% | Q3 2018 | Q3 2020 | 8 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 8 |
LAZARD ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2020 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Private Wealth Group, LLC | 7 | 7 | 0.18% | 0.33% | 0.47% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
AlphaOne Investment Services, LLC | 7 | 7 | 0.01% | 0.41% | 0.79% | Q4 2018 | Q2 2020 | 7 |
PineBridge Investments, L.P. | 5 | 2 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.04% | 0.13% | Q3 2018 | Q1 2022 | 7 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 2 | 0.11% | 0.15% | 0.18% | Q2 2019 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
Harvest Fund Management Co., Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
MACKENZIE FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 7 |
BNP Paribas Asset Management Holding S.A. | 5 | 1 | 0.00% | 0.25% | 0.67% | Q3 2018 | Q2 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 5 | 2 | 0.00% | 0.08% | 0.26% | Q3 2018 | Q3 2023 | 7 |
Xact Kapitalforvaltning AB | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Connacht Asset Management LP | 7 | 7 | 0.09% | 0.27% | 0.55% | Q4 2021 | Q2 2023 | 7 |
Willingdon Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Municipal Employees' Retirement System of Michigan | 6 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2020 | 7 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q1 2023 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 7 | 0.09% | 0.18% | 0.32% | Q3 2018 | Q1 2020 | 7 |
Larson Financial Group LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 7 |
Mendel Capital Management LLC | 5 | 2 | 0.17% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 7 |
First Heartland Consultants, Inc. | 4 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2023 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.08% | 0.16% | Q2 2019 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.09% | 0.17% | Q3 2019 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Aldebaran Financial Inc. | 6 | 6 | 0.40% | 0.61% | 0.75% | Q4 2018 | Q1 2020 | 6 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q1 2022 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.01% | 0.22% | 0.86% | Q2 2019 | Q3 2023 | 6 |
DEPRINCE RACE & ZOLLO INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q4 2019 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Lingohr Asset Management GmbH | 3 | 3 | 0.84% | 1.00% | 1.22% | Q2 2019 | Q4 2020 | 6 |
Elk River Wealth Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2021 | 6 |
APG Asset Management N.V. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 6 |
Triasima Portfolio Management inc. | 6 | 6 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
ROBERTS GLORE & CO INC /IL/ | 5 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Freedom Investment Management, Inc. | 5 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 6 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 6 |
PALISADE CAPITAL MANAGEMENT, LP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LSV ASSET MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Skylands Capital, LLC | 6 | 6 | 0.04% | 0.12% | 0.39% | Q3 2018 | Q4 2019 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.10% | 0.23% | Q1 2021 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Synergy Asset Management, LLC | 6 | 6 | 0.66% | 1.72% | 2.84% | Q1 2021 | Q2 2022 | 6 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 6 |
Delos Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Glen Harbor Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q4 2019 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 2 | 0.04% | 0.14% | 0.44% | Q3 2020 | Q3 2023 | 5 |
SUN LIFE FINANCIAL INC | 5 | 5 | 0.07% | 0.10% | 0.13% | Q3 2018 | Q3 2019 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Ethic Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 5 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q4 2019 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.10% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 5 |
Flinton Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q1 2022 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 5 |
Stieven Capital Advisors, L.P. | 5 | 5 | 0.94% | 1.30% | 1.61% | Q4 2018 | Q4 2019 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
VELA Investment Management, LLC | 5 | 5 | 1.42% | 1.52% | 1.74% | Q4 2021 | Q4 2022 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q2 2021 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Neuburgh Advisers LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
WHITTIER TRUST CO | 3 | 2 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q1 2020 | 5 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.03% | 0.09% | 0.13% | Q1 2019 | Q4 2022 | 5 |
Sterling Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.07% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.87% | 1.31% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.24% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 4 | 4 | 0.46% | 0.54% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 2 | 0.09% | 0.14% | 0.20% | Q1 2022 | Q1 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Applied Capital LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q1 2021 | Q4 2021 | 4 |
AEGON ASSET MANAGEMENT UK PLC | 4 | 4 | 0.11% | 0.19% | 0.22% | Q1 2021 | Q4 2021 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2022 | 4 |
IBERIABANK CORP | 4 | 4 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q2 2020 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Lido Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 4 |
Matarin Capital Management, LLC | 4 | 4 | 0.30% | 0.36% | 0.45% | Q1 2020 | Q4 2020 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2021 | 4 |
Caption Management, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.07% | 0.22% | Q4 2019 | Q3 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Harvest Investment Services, LLC | 4 | 4 | 0.11% | 0.12% | 0.15% | Q2 2021 | Q1 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q4 2022 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2022 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q2 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 4 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TRUST CO OF VERMONT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2019 | 4 |
EMC Capital Management | 4 | 4 | 0.07% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q1 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.09% | 0.15% | Q3 2021 | Q1 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SummerHaven Investment Management, LLC | 3 | 3 | 0.45% | 0.46% | 0.46% | Q4 2020 | Q2 2021 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Atom Investors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2020 | 3 |
Edgestream Partners, L.P. | 1 | 1 | 0.05% | 0.12% | 0.25% | Q3 2022 | Q3 2023 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
GAM Holding AG | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 3 |
EMERALD ADVISERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
Homrich & Berg | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.26% | 0.42% | Q1 2021 | Q4 2022 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.06% | 0.17% | Q2 2022 | Q4 2022 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.14% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q2 2019 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Bridgefront Capital, LLC | 3 | 3 | 0.19% | 0.22% | 0.25% | Q3 2022 | Q1 2023 | 3 |
MILLER HOWARD INVESTMENTS INC /NY | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.09% | 0.16% | 0.25% | Q4 2020 | Q2 2021 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
Interval Partners, LP | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.14% | 0.19% | Q1 2020 | Q1 2021 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.07% | 0.10% | Q3 2018 | Q3 2019 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
PITCAIRN CO | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
TEACHERS ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 3 |
NATIXIS | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 3.14% | 3.34% | 3.47% | Q4 2018 | Q2 2019 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Naviter Wealth, LLC | 2 | 1 | 0.12% | 0.31% | 0.42% | Q4 2022 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Leucadia National | 2 | 2 | 0.01% | 0.04% | 0.10% | Q2 2023 | Q3 2023 | 3 |
Callan Family Office, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Financial Architects, Inc | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 0.52% | 0.71% | 0.82% | Q1 2023 | Q3 2023 | 3 |
KING STREET CAPITAL MANAGEMENT, L.P. | 3 | 3 | 14.07% | 26.04% | 33.56% | Q1 2023 | Q3 2023 | 3 |
Maven Securities LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2019 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q2 2023 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.01% | 0.18% | 0.36% | Q3 2018 | Q4 2018 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q4 2019 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.34% | 0.39% | 0.44% | Q4 2022 | Q1 2023 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q4 2018 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
BHZ CAPITAL MANAGEMENT, LP | 2 | 2 | 0.08% | 0.29% | 0.50% | Q3 2018 | Q4 2018 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.85% | 0.86% | 0.87% | Q4 2020 | Q1 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SHAKER INVESTMENTS LLC/OH | 2 | 2 | 1.33% | 1.71% | 2.10% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cercano Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HAP Trading, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q1 2019 | 2 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Deer Park Road Corp | 1 | 1 | 0.27% | 0.35% | 0.44% | Q3 2020 | Q1 2023 | 2 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 2 | 2 | 1.07% | 1.11% | 1.16% | Q2 2018 | Q3 2018 | 2 |
BOSTON FAMILY OFFICE LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.06% | 0.11% | Q1 2020 | Q2 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Olympiad Research LP | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.56% | 0.61% | 0.67% | Q4 2018 | Q1 2019 | 2 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.14% | 0.27% | Q3 2018 | Q2 2019 | 2 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 2 |
M3F, Inc. | 2 | 2 | 1.99% | 2.61% | 3.24% | Q3 2018 | Q4 2018 | 2 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 0.18% | 0.19% | 0.21% | Q2 2020 | Q4 2020 | 2 |
Silvant Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.55% | 0.90% | 1.25% | Q1 2023 | Q3 2023 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2021 | Q2 2021 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.07% | 0.37% | 0.67% | Q1 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CHICAGO EQUITY PARTNERS LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q2 2019 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
MCF Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Cortina Asset Management, LLC | 2 | 2 | 0.20% | 0.40% | 0.60% | Q3 2018 | Q4 2018 | 2 |
Oxbow Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q3 2020 | 2 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q1 2019 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.04% | 0.29% | 0.54% | Q3 2018 | Q1 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
BAHL & GAYNOR INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q1 2019 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.09% | 0.19% | 0.29% | Q2 2021 | Q1 2022 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Anson Funds Management LP | 2 | 2 | 0.67% | 0.71% | 0.75% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
KG&L Capital Management,LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2020 | Q2 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2023 | Q1 2023 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SECOND CURVE CAPITAL LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2018 | Q3 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Gillson Capital LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nierenberg Investment Management Company, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2021 | Q2 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Kenmare Capital Partners, L.L.C. | 1 | 1 | 5.73% | 5.73% | 5.73% | Q3 2018 | Q3 2018 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Ausbil Investment Management Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vestcor Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Fairholme Capital Management | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Voss Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jump Trading, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Financial Partners Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
World Asset Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Rock Point Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Western Standard LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Oak Thistle LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
RK Capital | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2018 | Q3 2018 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Signition LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Handelsinvest Investeringsforvaltning | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2018 | Q3 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Independent Order of Foresters | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2019 | Q3 2019 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2018 | Q3 2018 | 1 |
Nantahala Capital Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2018 | Q2 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
External links
This page lists all the filers that currently own BANK OZK or have owned BANK OZK in the past.