Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 103 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 86 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 83 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.02% | 0.06% | Q4 2011 | Q3 2023 | 48 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 45 | 1 | 0.00% | 0.02% | 0.07% | Q3 2011 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.08% | Q1 2012 | Q3 2023 | 46 |
HSBC HOLDINGS PLC | 43 | 1 | 0.00% | 0.02% | 0.07% | Q3 2012 | Q3 2023 | 45 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.04% | 0.08% | 0.12% | Q2 2010 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.04% | 0.08% | Q4 2012 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.03% | 0.05% | Q2 2012 | Q4 2022 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
EAGLE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.97% | 2.38% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.19% | 0.34% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Mraz, Amerine & Associates, Inc. | 42 | 42 | 3.66% | 5.22% | 6.59% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Brandywine Global Investment Management, LLC | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 42 | 42 | 0.06% | 0.16% | 0.52% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.27% | 0.32% | 0.40% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.17% | 0.34% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DEAN INVESTMENT ASSOCIATES, LLC | 42 | 42 | 0.09% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.02% | 0.47% | Q2 2013 | Q3 2023 | 42 |
America First Investment Advisors, LLC | 42 | 42 | 3.27% | 4.76% | 7.28% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FAIRFIELD, BUSH & CO. | 42 | 42 | 0.19% | 0.30% | 0.55% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.54% | 0.73% | 1.13% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.14% | 0.20% | 0.30% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 41 |
NISA INVESTMENT ADVISORS, LLC | 34 | 7 | 0.03% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.01% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
First Eagle Investment Management, LLC | 41 | 41 | 0.05% | 0.98% | 1.52% | Q2 2013 | Q2 2023 | 41 |
Asset Management Group, Inc. | 28 | 13 | 0.51% | 0.94% | 1.40% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 41 |
GILDER GAGNON HOWE & CO LLC | 41 | 41 | 0.03% | 0.10% | 0.60% | Q3 2013 | Q3 2023 | 41 |
KLCM Advisors, Inc. | 33 | 8 | 0.28% | 0.39% | 0.55% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 18 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 38 | 3 | 0.00% | 0.02% | 0.30% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
MACQUARIE GROUP LTD | 20 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
STATE STREET CORP | 32 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 40 |
GRACE & WHITE INC /NY | 28 | 12 | 0.18% | 0.32% | 0.60% | Q2 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 26 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 32 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 40 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 6 | 0.00% | 0.33% | 0.64% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
AMI INVESTMENT MANAGEMENT INC | 38 | 1 | 0.10% | 1.90% | 3.95% | Q2 2013 | Q1 2023 | 39 |
Alberta Investment Management Corp | 35 | 4 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q2 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.03% | 0.22% | 0.36% | Q2 2013 | Q2 2023 | 39 |
Wallington Asset Management, LLC | 39 | 39 | 0.28% | 1.97% | 4.14% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 38 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 22 | 16 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 27 | 1 | 0.00% | 0.01% | 0.20% | Q2 2007 | Q3 2023 | 37 |
NORDEA INVESTMENT MANAGEMENT AB | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
Rafferty Asset Management, LLC | 35 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 2 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 36 |
Coastline Trust Co | 36 | 36 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Willow Creek Wealth Management Inc. | 36 | 36 | 0.18% | 0.43% | 0.56% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 0.92% | 1.15% | 1.34% | Q4 2014 | Q3 2023 | 36 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 35 |
HUNTINGTON NATIONAL BANK | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q3 2023 | 35 |
BESSEMER GROUP INC | 15 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Renaissance Technologies | 12 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 35 |
PGGM Investments | 23 | 3 | 0.00% | 0.06% | 0.20% | Q1 2013 | Q3 2023 | 35 |
AMERICAN FINANCIAL GROUP INC | 35 | 35 | 0.42% | 1.03% | 3.96% | Q2 2013 | Q4 2021 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.09% | 0.24% | 0.51% | Q2 2013 | Q4 2021 | 35 |
Nuveen Asset Management, LLC | 18 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 34 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.19% | 0.70% | 1.94% | Q2 2015 | Q3 2023 | 34 |
BNP Paribas Asset Management Holding S.A. | 16 | 4 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
DUNCKER STREETT & CO INC | 19 | 14 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 33 |
LPL Financial LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 33 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 7 | 0.00% | 0.07% | 0.37% | Q2 2013 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 14 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 33 |
Boston Partners | 27 | 6 | 0.00% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 33 |
Robeco Institutional Asset Management B.V. | 12 | 10 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 32 |
Murphy Pohlad Asset Management LLC | 21 | 11 | 0.16% | 0.20% | 0.27% | Q3 2015 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 32 |
STRS OHIO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 15 | 2 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Johnson Financial Group, Inc. | 27 | 2 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 32 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 32 |
FIDUCIARY MANAGEMENT INC /WI/ | 32 | 32 | 0.37% | 0.53% | 0.79% | Q2 2013 | Q1 2021 | 32 |
CHILTON INVESTMENT CO INC. | 25 | 1 | 0.02% | 0.56% | 1.65% | Q4 2014 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Trust Co | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 31 |
BALYASNY ASSET MANAGEMENT L.P. | 18 | 6 | 0.00% | 0.11% | 0.30% | Q3 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 22 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 31 |
STEPHENS INC /AR/ | 31 | 31 | 0.01% | 0.03% | 0.22% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Polar Capital LLP | 30 | 30 | 0.26% | 0.51% | 0.80% | Q2 2013 | Q3 2020 | 30 |
ROYAL LONDON ASSET MANAGEMENT LTD | 17 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 30 |
St. Johns Investment Management Company, LLC | 30 | 30 | 0.02% | 0.05% | 0.16% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GAM Holding AG | 30 | 30 | 0.24% | 0.40% | 0.95% | Q2 2013 | Q3 2020 | 30 |
SPEECE THORSON CAPITAL GROUP INC | 28 | 1 | 1.12% | 1.73% | 2.74% | Q2 2015 | Q3 2023 | 29 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
YHB Investment Advisors, Inc. | 22 | 7 | 0.03% | 0.34% | 0.69% | Q2 2013 | Q3 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 27 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 29 |
Allworth Financial LP | 22 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
TRUST CO OF VERMONT | 29 | 29 | 0.02% | 0.07% | 0.09% | Q3 2016 | Q3 2023 | 29 |
Smith, Graham & Co., Investment Advisors, LP | 29 | 29 | 0.38% | 0.58% | 0.86% | Q2 2013 | Q2 2020 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Pacer Advisors, Inc. | 14 | 3 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 26 | 3 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2022 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q4 2020 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
Walleye Trading LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 28 |
Elgethun Capital Management | 28 | 28 | 0.26% | 0.44% | 0.70% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
M&R CAPITAL MANAGEMENT INC | 28 | 28 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q4 2023 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 1 | 0.02% | 0.06% | 0.21% | Q2 2014 | Q2 2023 | 28 |
Cubist Systematic Strategies, LLC | 19 | 1 | 0.00% | 0.07% | 0.20% | Q4 2014 | Q3 2023 | 28 |
Godshalk Welsh Capital Management, Inc. | 28 | 28 | 1.26% | 1.59% | 2.04% | Q4 2016 | Q3 2023 | 28 |
Diligent Investors, LLC | 13 | 1 | 0.07% | 0.13% | 0.23% | Q2 2015 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
PROFUND ADVISORS LLC | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q4 2021 | 27 |
USS Investment Management Ltd | 11 | 7 | 0.02% | 0.08% | 0.14% | Q3 2015 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 10 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Eagle Ridge Investment Management | 13 | 13 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.53% | 0.72% | 1.04% | Q2 2013 | Q3 2019 | 26 |
C M BIDWELL & ASSOCIATES LTD | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 7 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 26 |
Markel Corporation | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 26 | 26 | 0.85% | 2.29% | 3.38% | Q2 2016 | Q3 2022 | 26 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.00% | 0.11% | 0.15% | Q3 2013 | Q1 2020 | 26 |
OPTIMUM INVESTMENT ADVISORS | 19 | 1 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q4 2023 | 26 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
EXANE DERIVATIVES | 7 | 4 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2022 | 26 |
Tradewinds Capital Management, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
Belpointe Asset Management LLC | 25 | 25 | 0.04% | 0.23% | 0.41% | Q3 2017 | Q3 2023 | 25 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 24 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 25 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 25 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.03% | 0.21% | Q1 2016 | Q3 2023 | 25 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 8 | 4 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 25 |
1832 Asset Management L.P. | 25 | 25 | 0.07% | 0.13% | 0.23% | Q3 2017 | Q3 2023 | 25 |
REGENTATLANTIC CAPITAL LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2022 | 25 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.01% | 0.14% | Q1 2016 | Q3 2023 | 25 |
SHELTON CAPITAL MANAGEMENT | 13 | 12 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2019 | 25 |
RAYMOND JAMES TRUST N.A. | 22 | 3 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
BANK OF NOVA SCOTIA | 13 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 25 |
St. James Investment Company, LLC | 25 | 25 | 0.06% | 5.47% | 8.10% | Q2 2013 | Q2 2019 | 25 |
LAZARD ASSET MANAGEMENT LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Asset Dedication, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
STANSBERRY ASSET MANAGEMENT, LLC | 24 | 24 | 0.11% | 1.58% | 2.92% | Q4 2017 | Q3 2023 | 24 |
Vigilant Capital Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
WINTON GROUP Ltd | 12 | 2 | 0.00% | 0.22% | 1.13% | Q3 2014 | Q2 2023 | 24 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
YorkBridge Wealth Partners, LLC | 17 | 7 | 2.33% | 3.50% | 5.32% | Q4 2016 | Q4 2022 | 24 |
Employees Retirement System of Texas | 21 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MARKSTON INTERNATIONAL LLC | 24 | 24 | 0.47% | 0.62% | 0.75% | Q2 2013 | Q1 2019 | 24 |
Paloma Partners Management Co | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2022 | 23 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 23 | 23 | 1.24% | 1.90% | 2.85% | Q1 2018 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 18 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
IFM Investors Pty Ltd | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.02% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.15% | 0.19% | 0.27% | Q2 2013 | Q4 2018 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.05% | 0.25% | Q1 2018 | Q3 2023 | 23 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 23 |
HARTFORD INVESTMENT MANAGEMENT CO | 16 | 7 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 23 |
HighTower Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.09% | 0.33% | Q2 2013 | Q3 2018 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q1 2019 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
TEACHERS ADVISORS, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2019 | 22 |
NUANCE INVESTMENTS, LLC | 10 | 2 | 0.00% | 0.64% | 2.27% | Q3 2016 | Q3 2023 | 22 |
Gifford Fong Associates | 22 | 22 | 0.06% | 0.09% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 22 |
HOWE & RUSLING INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2019 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 3 | 0.00% | 0.03% | 0.18% | Q4 2012 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 8 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Cutler Group LLC / CA | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2020 | 22 |
Vident Investment Advisory, LLC | 10 | 2 | 0.01% | 0.09% | 0.36% | Q4 2014 | Q2 2023 | 22 |
Korea Investment CORP | 8 | 2 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2022 | 22 |
FDx Advisors, Inc. | 9 | 6 | 0.01% | 0.09% | 0.67% | Q2 2016 | Q3 2023 | 22 |
PUTNAM INVESTMENTS LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
Point72 Asset Management, L.P. | 14 | 1 | 0.00% | 0.08% | 0.32% | Q1 2016 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Cornerstone Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 21 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2022 | 21 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 21 |
FORSTA AP-FONDEN | 11 | 1 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q3 2023 | 21 |
PITTENGER & ANDERSON INC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q2 2022 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.03% | 0.18% | Q2 2018 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 21 |
BOKF, NA | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 21 |
Busey Bank | 16 | 1 | 0.03% | 0.04% | 0.08% | Q2 2016 | Q4 2021 | 21 |
Capital World Investors | 12 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2023 | 21 |
DnB Asset Management AS | 21 | 21 | 0.01% | 0.01% | 0.06% | Q4 2018 | Q4 2023 | 21 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 21 |
Symmetry Partners, LLC | 14 | 6 | 0.02% | 0.05% | 0.15% | Q4 2018 | Q4 2023 | 20 |
EULAV Asset Management | 20 | 20 | 0.11% | 1.03% | 2.19% | Q4 2018 | Q3 2023 | 20 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 14 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 20 |
BROWN ADVISORY INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.33% | 0.46% | 0.67% | Q4 2018 | Q3 2023 | 20 |
Waverton Investment Management Ltd | 12 | 1 | 0.02% | 0.05% | 0.24% | Q3 2013 | Q3 2023 | 20 |
SHELL ASSET MANAGEMENT CO | 20 | 20 | 0.00% | 0.07% | 0.11% | Q3 2016 | Q2 2021 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CI INVESTMENTS INC. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
IBM Retirement Fund | 13 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 20 |
Cambridge Investment Research Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.12% | 0.27% | 0.36% | Q4 2018 | Q3 2023 | 20 |
WRIGHT INVESTORS SERVICE INC | 20 | 20 | 0.18% | 0.29% | 0.44% | Q2 2013 | Q1 2018 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
ALPHA WINDWARD LLC | 16 | 4 | 0.00% | 0.12% | 0.35% | Q2 2013 | Q3 2020 | 20 |
NATIXIS | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 20 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.23% | 0.36% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Atria Investments, Inc | 12 | 7 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 19 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 19 |
TrinityPoint Wealth, LLC | 19 | 19 | 0.06% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Lindbrook Capital, LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2023 | 19 |
Veritable, L.P. | 11 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 19 |
QS Investors, LLC | 15 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q2 2020 | 19 |
PhiloSmith Capital Corp | 19 | 19 | 4.72% | 5.44% | 6.16% | Q4 2016 | Q2 2021 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.06% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 19 |
CRAMER ROSENTHAL MCGLYNN LLC | 13 | 6 | 0.00% | 0.89% | 1.27% | Q3 2015 | Q2 2023 | 19 |
SCHALLER INVESTMENT GROUP INC | 19 | 19 | 1.58% | 4.80% | 8.54% | Q2 2013 | Q4 2017 | 19 |
LINCOLN NATIONAL CORP | 14 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
SYMPHONY ASSET MANAGEMENT LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2018 | 18 |
TOWNSQUARE CAPITAL LLC | 18 | 18 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 18 |
GATEWAY INVESTMENT ADVISERS LLC | 18 | 18 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
CENTRAL TRUST Co | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 18 |
ExodusPoint Capital Management, LP | 18 | 18 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 18 |
Global Wealth Management Investment Advisory, Inc. | 15 | 1 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 18 |
BOSTON FINANCIAL MANGEMENT LLC | 18 | 18 | 1.11% | 1.87% | 2.70% | Q2 2019 | Q3 2023 | 18 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 13 | 5 | 0.38% | 5.28% | 11.14% | Q3 2018 | Q3 2023 | 18 |
ING GROEP NV | 12 | 1 | 0.00% | 0.02% | 0.17% | Q4 2017 | Q3 2023 | 18 |
PRUDENTIAL PLC | 11 | 7 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
NN Investment Partners Holdings N.V. | 12 | 6 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q1 2022 | 18 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Echo Street Capital Management LLC | 7 | 1 | 0.00% | 0.19% | 1.06% | Q2 2013 | Q3 2023 | 17 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
Sound View Wealth Advisors Group, LLC | 14 | 3 | 0.24% | 0.35% | 0.44% | Q2 2019 | Q3 2023 | 17 |
Independent Advisor Alliance | 17 | 17 | 0.00% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
JENNISON ASSOCIATES LLC | 17 | 17 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q2 2017 | 17 |
ISTHMUS PARTNERS, LLC | 17 | 17 | 1.23% | 1.50% | 2.09% | Q3 2019 | Q3 2023 | 17 |
OSSIAM | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 17 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 2 | 0.00% | 0.05% | 0.08% | Q2 2014 | Q4 2022 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Nationwide Fund Advisors | 14 | 3 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.11% | 0.45% | Q4 2018 | Q4 2022 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q3 2019 | 17 |
GLG LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2017 | 16 |
WHITTIER TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Chevy Chase Trust Holdings, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2017 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.27% | 0.44% | Q4 2013 | Q3 2017 | 16 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.08% | 0.19% | 0.42% | Q4 2014 | Q3 2023 | 16 |
OSTERWEIS CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.18% | 0.29% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.61% | 0.71% | 0.94% | Q4 2019 | Q3 2023 | 16 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 2 | 0.06% | 0.12% | 0.22% | Q2 2018 | Q4 2022 | 16 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.07% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Kentucky Retirement Systems | 16 | 16 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 12 | 4 | 0.02% | 0.12% | 0.23% | Q3 2019 | Q3 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 16 |
SUNTRUST BANKS INC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.08% | 0.24% | 0.35% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Assenagon Asset Management S.A. | 5 | 1 | 0.01% | 0.04% | 0.18% | Q3 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 15 | 15 | 0.31% | 0.57% | 1.84% | Q1 2020 | Q3 2023 | 15 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2017 | 15 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.07% | 0.29% | Q2 2015 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 15 |
Personal Capital Advisors Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.34% | 0.84% | 2.20% | Q1 2020 | Q3 2023 | 15 |
MACKAY SHIELDS LLC | 10 | 2 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q1 2022 | 15 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 15 |
Railway Pension Investments Ltd | 8 | 7 | 0.01% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 14 | 1 | 0.00% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
AE Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 15 |
Dundas Partners LLP | 15 | 15 | 1.08% | 2.69% | 3.52% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.06% | 0.08% | 0.10% | Q3 2011 | Q3 2015 | 15 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 15 |
First Allied Advisory Services, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 15 |
Kentucky Retirement Systems Insurance Trust Fund | 13 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 15 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
FIDUCIARY TRUST CO | 11 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 15 |
CIBC WORLD MARKETS CORP | 8 | 7 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Parallax Volatility Advisers, L.P. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 14 |
QUALCOMM INC/DE | 14 | 14 | 0.19% | 0.68% | 1.64% | Q2 2013 | Q3 2016 | 14 |
OneDigital Investment Advisors LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.15% | 0.41% | Q3 2014 | Q4 2017 | 14 |
Xact Kapitalforvaltning AB | 9 | 5 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2020 | 14 |
CIBC WORLD MARKET INC. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 14 |
Tredje AP-fonden | 9 | 5 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q2 2019 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 14 |
Cullen Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
HANCOCK WHITNEY CORP | 10 | 2 | 0.00% | 0.34% | 0.75% | Q2 2013 | Q4 2017 | 14 |
Quantbot Technologies LP | 5 | 1 | 0.02% | 0.12% | 0.33% | Q4 2013 | Q2 2023 | 14 |
CWS Financial Advisors, LLC | 7 | 1 | 0.08% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 14 |
Meiji Yasuda Life Insurance Co | 8 | 6 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 14 |
PROSPECTOR PARTNERS LLC | 11 | 3 | 0.19% | 0.99% | 1.66% | Q2 2013 | Q3 2023 | 14 |
Stevens First Principles Investment Advisors | 14 | 14 | 1.69% | 2.09% | 2.59% | Q1 2016 | Q2 2019 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 14 |
Quadrature Capital Ltd | 13 | 1 | 0.01% | 0.05% | 0.16% | Q4 2015 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.02% | 0.09% | 0.22% | Q2 2019 | Q3 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
MML INVESTORS SERVICES, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 14 |
Morningstar Investment Services LLC | 14 | 14 | 0.08% | 0.29% | 0.43% | Q3 2013 | Q4 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
HUSSMAN STRATEGIC ADVISORS, INC. | 7 | 6 | 0.01% | 0.57% | 1.55% | Q1 2015 | Q1 2019 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 13 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 13 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Argentus Capital Management, LLC | 13 | 13 | 0.11% | 0.16% | 0.26% | Q3 2013 | Q3 2016 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.10% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.06% | 0.11% | Q2 2014 | Q3 2023 | 13 |
Gratus Capital, LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Wealth Quarterback LLC | 6 | 1 | 0.15% | 0.50% | 0.76% | Q1 1987 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.01% | 0.07% | 0.24% | Q3 2017 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 13 |
FOSTER & MOTLEY INC | 13 | 13 | 0.04% | 0.08% | 0.14% | Q2 2014 | Q2 2017 | 13 |
Natixis Investment Managers International | 8 | 2 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q2 2022 | 13 |
COMMERCE BANK | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 13 |
Point72 Hong Kong Ltd | 8 | 1 | 0.01% | 0.03% | 0.12% | Q4 2015 | Q1 2022 | 13 |
Ranch Capital Advisors Inc. | 9 | 4 | 0.01% | 0.11% | 0.36% | Q3 2019 | Q1 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.02% | 0.11% | 0.18% | Q1 2019 | Q2 2023 | 13 |
BloombergSen Inc. | 13 | 13 | 2.29% | 5.93% | 9.16% | Q3 2020 | Q3 2023 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.03% | 0.13% | 0.29% | Q2 2013 | Q2 2023 | 13 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q2 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.03% | 0.08% | 0.15% | Q4 2015 | Q2 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Valeo Financial Advisors, LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 13 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.06% | 0.11% | 0.26% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
SCOTIA CAPITAL INC. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.06% | 0.35% | Q3 2017 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 9 | 3 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q1 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.20% | 0.26% | 0.36% | Q4 2020 | Q3 2023 | 12 |
SCOUT INVESTMENTS, INC. | 12 | 12 | 0.18% | 0.55% | 1.14% | Q1 2018 | Q4 2020 | 12 |
BEACON FINANCIAL GROUP | 11 | 1 | 0.29% | 0.46% | 0.80% | Q3 2013 | Q2 2019 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
McQueen, Ball & Associates Inc. | 12 | 12 | 0.33% | 0.38% | 0.42% | Q1 2016 | Q4 2018 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Gerstein Fisher | 12 | 12 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
LSV ASSET MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 12 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 12 |
Ellevest, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 12 |
Simplicity Solutions, LLC | 11 | 1 | 0.03% | 0.09% | 0.16% | Q4 2015 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.37% | 0.64% | 1.09% | Q4 2020 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.21% | 0.25% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
TOBAM | 12 | 12 | 0.00% | 0.09% | 0.41% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.04% | 0.13% | 0.26% | Q1 2018 | Q4 2020 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.30% | 0.46% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Boston Trust Walden Corp | 12 | 12 | 0.06% | 0.12% | 0.17% | Q2 2016 | Q1 2019 | 12 |
Advisor OS, LLC | 11 | 11 | 0.07% | 0.21% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
TWIN CAPITAL MANAGEMENT INC | 9 | 2 | 0.03% | 0.12% | 0.18% | Q1 2017 | Q3 2023 | 11 |
SRB CORP | 9 | 2 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 11 |
CX Institutional | 7 | 4 | 0.00% | 0.04% | 0.13% | Q1 2020 | Q4 2022 | 11 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 1 | 0.11% | 0.21% | 0.30% | Q1 2018 | Q4 2022 | 11 |
PineBridge Investments, L.P. | 10 | 1 | 0.00% | 0.08% | 0.19% | Q3 2020 | Q2 2023 | 11 |
Crestline Management, LP | 6 | 1 | 0.10% | 0.41% | 0.99% | Q2 2017 | Q3 2023 | 11 |
TFC Financial Management, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
MIDAS MANAGEMENT CORP | 9 | 2 | 0.77% | 1.85% | 2.70% | Q4 2013 | Q3 2016 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Penserra Capital Management LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 11 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.00% | 0.05% | 0.09% | Q1 2014 | Q2 2022 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.07% | 0.24% | Q1 2014 | Q2 2023 | 11 |
KEELEY ASSET MANAGEMENT CORP | 11 | 11 | 0.04% | 0.19% | 0.55% | Q2 2013 | Q4 2015 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2021 | 11 |
REILLY FINANCIAL ADVISORS, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2020 | 11 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 11 |
DAVIS SELECTED ADVISERS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2022 | 11 |
State of Wyoming | 11 | 11 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Assured Investment Management LLC | 5 | 2 | 0.01% | 0.02% | 0.07% | Q3 2015 | Q1 2019 | 11 |
HM PAYSON & CO | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.11% | 0.16% | 0.30% | Q4 2017 | Q2 2020 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.05% | 0.13% | 0.23% | Q4 2020 | Q2 2023 | 11 |
Hoese & Co LLP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.07% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 11 |
Mizuho Asset Management Co.,Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 10 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
6 Meridian | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
SAMLYN CAPITAL, LLC | 10 | 10 | 0.80% | 1.17% | 1.60% | Q3 2020 | Q4 2022 | 10 |
MidWestOne Financial Group, Inc. | 10 | 10 | 0.49% | 0.64% | 0.82% | Q4 2019 | Q1 2022 | 10 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
DC Investments Management, LLC | 10 | 10 | 0.15% | 0.35% | 0.48% | Q4 2017 | Q1 2020 | 10 |
BW Gestao de Investimentos Ltda. | 10 | 10 | 0.17% | 0.32% | 0.49% | Q4 2013 | Q1 2016 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
ALPS ADVISORS INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 10 |
Dai-ichi Life Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Chesapeake Wealth Management | 10 | 10 | 0.10% | 0.36% | 0.48% | Q1 2019 | Q2 2021 | 10 |
Cipher Capital LP | 4 | 1 | 0.13% | 0.42% | 0.75% | Q4 2019 | Q3 2023 | 10 |
Gillson Capital LP | 5 | 2 | 0.57% | 1.49% | 2.71% | Q1 2019 | Q2 2023 | 10 |
FIRST MERCANTILE TRUST CO | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2021 | 10 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
OPPENHEIMER & CO INC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 10 |
Hilltop Holdings Inc. | 9 | 1 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.08% | 0.57% | 1.26% | Q4 2014 | Q1 2017 | 10 |
FIL Ltd | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
ANALYTIC INVESTORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BERKLEY W R CORP | 5 | 1 | 0.22% | 11.16% | 38.42% | Q4 2014 | Q3 2021 | 10 |
Wealthfront Advisers LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 10 | 10 | 4.90% | 5.24% | 5.64% | Q2 2013 | Q3 2015 | 10 |
MU Investments Co., Ltd. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Wealth Alliance | 8 | 2 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Truvvo Partners LLC | 9 | 1 | 0.15% | 0.28% | 0.37% | Q4 2015 | Q2 2018 | 10 |
NORTHROAD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.18% | 0.24% | 0.32% | Q1 2014 | Q2 2016 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
FIRST HAWAIIAN BANK | 7 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.13% | 0.31% | 0.63% | Q4 2018 | Q2 2023 | 9 |
Bayesian Capital Management, LP | 4 | 1 | 0.07% | 0.17% | 0.25% | Q4 2016 | Q2 2022 | 9 |
Avestar Capital, LLC | 7 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 9 |
Interval Partners, LP | 2 | 1 | 0.03% | 0.13% | 0.38% | Q2 2014 | Q3 2023 | 9 |
CULLEN/FROST BANKERS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.29% | 0.33% | 0.40% | Q2 2013 | Q2 2015 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q2 2020 | 9 |
National Pension Service | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 9 |
AJO, LP | 6 | 3 | 0.02% | 0.07% | 0.15% | Q2 2014 | Q4 2019 | 9 |
Ergoteles LLC | 4 | 1 | 0.01% | 0.15% | 0.50% | Q3 2020 | Q2 2023 | 9 |
WELCH CAPITAL PARTNERS LLC/NY | 9 | 9 | 1.53% | 2.68% | 3.66% | Q2 2013 | Q2 2015 | 9 |
Zions Bancorporation | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 9 |
Visium Asset Management, LP | 9 | 9 | 0.09% | 0.24% | 0.58% | Q2 2014 | Q2 2016 | 9 |
AXA S.A. | 6 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Hillsdale Investment Management Inc. | 8 | 1 | 0.00% | 0.04% | 0.05% | Q1 2020 | Q1 2023 | 9 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q1 2021 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.86% | 1.14% | 1.34% | Q4 2021 | Q4 2023 | 9 |
Jupiter Investment Management Ltd | 8 | 1 | 0.00% | 0.06% | 0.29% | Q2 2014 | Q3 2019 | 9 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.08% | 0.26% | 0.72% | Q1 2014 | Q4 2020 | 9 |
Achmea Investment Management B.V. | 7 | 2 | 0.03% | 0.10% | 0.20% | Q3 2019 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q2 2020 | 9 |
PhiloSmith Capital Corp | 9 | 9 | 4.50% | 5.40% | 6.53% | Q3 2021 | Q3 2023 | 9 |
Brookfield Asset Management | 6 | 3 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 9 |
Transform Wealth, LLC | 9 | 9 | 0.03% | 0.09% | 0.17% | Q1 2020 | Q1 2022 | 9 |
GRIMES & COMPANY, INC. | 8 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2015 | 9 |
Princeton Global Asset Management LLC | 9 | 9 | 0.01% | 0.12% | 0.19% | Q4 2018 | Q4 2020 | 9 |
Calamos Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 9 |
Centiva Capital, LP | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q4 2022 | 9 |
Checchi Capital Advisers, LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 7 | 1 | 0.01% | 0.08% | 0.27% | Q4 2019 | Q3 2022 | 9 |
AGF Investments LLC | 7 | 2 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q3 2022 | 9 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.31% | 0.81% | Q3 2019 | Q2 2022 | 9 |
Somerset Trust Co | 9 | 9 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q4 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Epoch Investment Partners, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.03% | 0.14% | Q4 2019 | Q3 2023 | 9 |
ROYCE & ASSOCIATES LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
WOLFF WIESE MAGANA LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2023 | 9 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q4 2019 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Spark Investment Management LLC | 8 | 1 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2015 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 2 | 0.02% | 0.27% | 0.39% | Q2 2019 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Manchester Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
McLean Asset Management Corp | 9 | 9 | 0.43% | 0.85% | 1.82% | Q4 2020 | Q4 2022 | 9 |
Altshuler Shaham Ltd | 6 | 3 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2022 | 9 |
FIRST FINANCIAL CORP /IN/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2016 | 8 |
PFS Partners, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.45% | 0.51% | 0.58% | Q3 2014 | Q2 2016 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.12% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Dean Capital Management | 7 | 1 | 0.38% | 0.66% | 0.98% | Q2 2019 | Q3 2023 | 8 |
Insight Inv LLC | 8 | 8 | 0.90% | 1.16% | 1.30% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Stegent Equity Advisors, Inc. | 8 | 8 | 0.77% | 1.00% | 1.35% | Q4 2021 | Q3 2023 | 8 |
FinTrust Capital Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 8 |
Pine River Capital Management L.P. | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.29% | 0.39% | 0.50% | Q2 2013 | Q1 2015 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Annandale Capital, LLC | 6 | 2 | 0.42% | 0.56% | 0.87% | Q1 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q3 2022 | 8 |
Illinois Municipal Retirement Fund | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.12% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Aureus Asset Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.16% | 0.82% | Q4 2019 | Q1 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.31% | 0.34% | 0.37% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 8 | 0.02% | 0.35% | 0.62% | Q4 2021 | Q3 2023 | 8 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.01% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
Hoxton Financial, Inc. | 8 | 8 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Voya Financial Advisors, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q1 2021 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2013 | Q4 2014 | 8 |
Retirement Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2021 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SENTINEL ASSET MANAGEMENT, INC. | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Sterling Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Absolute Return Capital, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q3 2015 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q1 2015 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2019 | 7 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Dynamic Capital Management Ltd | 2 | 1 | 0.12% | 0.25% | 0.38% | Q4 2013 | Q3 2018 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Capital Impact Advisors, LLC | 4 | 3 | 0.19% | 0.36% | 0.55% | Q1 2015 | Q4 2022 | 7 |
Manning & Napier Group, LLC | 7 | 7 | 0.75% | 0.87% | 1.07% | Q3 2020 | Q1 2022 | 7 |
Vectors Research Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Quantinno Capital Management LP | 4 | 1 | 0.01% | 0.08% | 0.25% | Q4 2018 | Q3 2023 | 7 |
Mach-1 Financial Group, LLC | 7 | 7 | 0.18% | 0.24% | 0.48% | Q4 2020 | Q2 2022 | 7 |
D.B. Root & Company, LLC | 7 | 7 | 0.15% | 0.19% | 0.24% | Q3 2020 | Q1 2022 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.09% | 0.35% | 0.60% | Q4 2016 | Q2 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FRONTIER INVESTMENT MGMT CO | 4 | 3 | 0.17% | 0.27% | 0.44% | Q2 2016 | Q1 2018 | 7 |
BP PLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 7 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.00% | 0.08% | 0.40% | Q4 2014 | Q1 2017 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Qtron Investments LLC | 4 | 1 | 0.07% | 0.10% | 0.15% | Q3 2019 | Q1 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Center for Financial Planning, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
TRILLIUM ASSET MANAGEMENT, LLC | 5 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2017 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SECOR Capital Advisors, LP | 3 | 1 | 0.16% | 0.39% | 0.64% | Q4 2014 | Q4 2018 | 7 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2020 | 7 |
Pensionfund Sabic | 6 | 1 | 0.40% | 0.45% | 0.53% | Q4 2016 | Q4 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
MAI Capital Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q1 2022 | 7 |
DELTA LLOYD NV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 1 | 0.00% | 0.03% | 0.14% | Q3 2019 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Tidal Investments LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.05% | 0.21% | 0.39% | Q4 2018 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.05% | 0.22% | 0.42% | Q4 2020 | Q1 2023 | 7 |
Brightworth | 5 | 1 | 0.05% | 0.13% | 0.21% | Q4 2015 | Q1 2018 | 7 |
LORD, ABBETT & CO. LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2022 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 7 |
Empirical Finance, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 7 |
Zebra Capital Management LLC | 7 | 7 | 0.30% | 0.57% | 0.73% | Q4 2013 | Q2 2015 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Nicholas Investment Partners, LP | 4 | 1 | 0.10% | 0.18% | 0.30% | Q2 2015 | Q4 2022 | 7 |
Machina Capital S.A.S. | 3 | 1 | 0.08% | 0.54% | 0.77% | Q4 2019 | Q2 2023 | 7 |
Vantage Consulting Group Inc | 6 | 1 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q3 2022 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q3 2015 | 7 |
American Trust | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
NorthCoast Asset Management LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2021 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.13% | 0.47% | Q3 2021 | Q1 2023 | 7 |
West Branch Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Bruderman Asset Management, LLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q4 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 7 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 7 |
Capital Advisors, Ltd. LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Monarch Partners Asset Management LLC | 3 | 2 | 0.11% | 0.47% | 1.18% | Q2 2013 | Q3 2022 | 7 |
Krane Funds Advisors LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.16% | 0.21% | 0.25% | Q4 2017 | Q2 2019 | 7 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.15% | 0.24% | Q2 2021 | Q3 2023 | 7 |
Oakworth Capital, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kore Private Wealth LLC | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 6 |
DENVER INVESTMENT ADVISORS LLC | 5 | 1 | 0.04% | 0.60% | 3.38% | Q4 2013 | Q4 2016 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Petrus Trust Company, LTA | 3 | 3 | 0.03% | 0.73% | 1.88% | Q4 2012 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.06% | 0.37% | 0.65% | Q4 2020 | Q3 2023 | 6 |
HOURGLASS CAPITAL, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2021 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 2 | 0.39% | 1.14% | 1.58% | Q3 2021 | Q3 2023 | 6 |
DEERE & CO | 3 | 3 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q4 2015 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 6 |
Parametrica Management Ltd | 3 | 1 | 0.15% | 0.41% | 0.80% | Q4 2016 | Q1 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 2 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2016 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
TILIA FIDUCIARY PARTNERS, INC. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.06% | 0.15% | 0.22% | Q2 2021 | Q4 2022 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Shay Capital LLC | 5 | 1 | 0.08% | 0.15% | 0.27% | Q4 2020 | Q2 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.08% | 0.30% | 0.62% | Q4 2014 | Q1 2019 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Treynor Bancshares, Inc. | 6 | 6 | 0.13% | 0.16% | 0.17% | Q4 2021 | Q1 2023 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q2 2018 | 6 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.12% | 0.18% | Q3 2019 | Q1 2023 | 6 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.31% | 0.43% | 0.52% | Q1 2018 | Q3 2023 | 6 |
Sciencast Management LP | 2 | 1 | 0.09% | 0.21% | 0.33% | Q1 2019 | Q3 2023 | 6 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2015 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.11% | 0.45% | Q3 2015 | Q3 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.01% | 0.12% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 1 | 0.16% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 6 |
Iron Horse Wealth Management, LLC | 6 | 6 | 0.08% | 0.12% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Balentine LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2022 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.61% | 0.71% | 0.95% | Q2 2022 | Q3 2023 | 6 |
W.G. Shaheen & Associates DBA Whitney & Co | 6 | 6 | 0.91% | 0.96% | 1.04% | Q1 2018 | Q2 2019 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 1 | 0.03% | 0.22% | 0.56% | Q2 2013 | Q1 2015 | 6 |
Aspire Private Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Matarin Capital Management, LLC | 4 | 2 | 0.03% | 0.14% | 0.57% | Q1 2015 | Q3 2016 | 6 |
FORA Capital, LLC | 2 | 1 | 0.03% | 0.11% | 0.25% | Q4 2019 | Q1 2023 | 6 |
INGALLS & SNYDER LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BANQUE PICTET & CIE SA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 1 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 5 |
DENALI ADVISORS LLC | 3 | 1 | 0.01% | 0.13% | 0.21% | Q1 2014 | Q3 2022 | 5 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.08% | 0.23% | 0.37% | Q2 2015 | Q3 2023 | 5 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.54% | 0.84% | Q1 2020 | Q4 2022 | 5 |
Ceredex Value Advisors LLC | 5 | 5 | 0.50% | 0.60% | 0.69% | Q1 2021 | Q1 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q4 2015 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.04% | 0.09% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Banco Santander, S.A. | 3 | 2 | 0.00% | 0.03% | 0.11% | Q1 2021 | Q2 2022 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.06% | 0.33% | 0.61% | Q4 2020 | Q3 2023 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2018 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q4 2022 | 5 |
Clarus Wealth Advisors | 3 | 2 | 0.15% | 0.20% | 0.34% | Q3 2019 | Q1 2021 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q1 2020 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2020 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.00% | 0.15% | 0.25% | Q4 2014 | Q3 2023 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.01% | 0.13% | 0.58% | Q1 2022 | Q2 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sage Capital Advisors,llc | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 3 | 2 | 0.29% | 0.31% | 0.33% | Q2 2013 | Q4 2014 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.17% | 0.19% | 0.23% | Q4 2022 | Q4 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.01% | 0.09% | 0.40% | Q4 2019 | Q4 2023 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Zurich Insurance Group Ltd/FI | 4 | 1 | 0.04% | 0.07% | 0.08% | Q2 2017 | Q3 2019 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.14% | 0.43% | 0.66% | Q4 2014 | Q4 2019 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Clear Harbor Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 5 |
Dorsey Wright & Associates | 2 | 1 | 0.42% | 0.87% | 1.42% | Q2 2019 | Q4 2022 | 5 |
WADE G W & INC | 5 | 5 | 0.12% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q4 2022 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Virtus ETF Advisers LLC | 5 | 5 | 0.27% | 0.36% | 0.43% | Q2 2022 | Q2 2023 | 5 |
SYNOVUS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
FJ Capital Management LLC | 3 | 1 | 0.07% | 0.11% | 0.19% | Q2 2020 | Q1 2023 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.10% | 0.59% | 1.61% | Q2 2020 | Q4 2021 | 5 |
One Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.10% | 0.18% | Q4 2018 | Q1 2022 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.25% | 0.32% | 0.38% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 0.14% | 0.74% | 1.21% | Q1 2022 | Q1 2023 | 5 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.04% | 0.16% | 0.27% | Q1 2014 | Q2 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JARISLOWSKY, FRASER Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q4 2023 | 5 |
Visionary Asset Management, Inc. | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2017 | Q4 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MENTA CAPITAL LLC | 5 | 5 | 0.75% | 1.40% | 1.76% | Q2 2013 | Q2 2014 | 5 |
Wealth Advisors of Iowa, LLC | 5 | 5 | 0.21% | 0.25% | 0.30% | Q3 2022 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.08% | 0.22% | Q4 2015 | Q1 2023 | 5 |
Hanlon Investment Management, Inc. | 4 | 4 | 0.26% | 0.40% | 0.52% | Q1 2022 | Q4 2022 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.70% | 0.77% | 0.83% | Q2 2022 | Q1 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 0.01% | 0.26% | 0.45% | Q4 2014 | Q3 2015 | 4 |
Foster Group, Inc. | 4 | 4 | 0.06% | 0.16% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Santa Fe Partners LLC | 3 | 1 | 0.03% | 0.10% | 0.29% | Q2 2013 | Q2 2014 | 4 |
Bowling Portfolio Management LLC | 2 | 2 | 0.15% | 0.29% | 0.46% | Q4 2014 | Q3 2022 | 4 |
Caprock Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Gradient Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Community Financial Services Group, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q1 2019 | 4 |
F&C Asset Management plc | 4 | 4 | 0.13% | 0.17% | 0.20% | Q2 2013 | Q1 2014 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 4 |
XTX Topco Ltd | 4 | 4 | 0.06% | 0.09% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Smith, Salley & Associates | 3 | 1 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 4 |
Neuberger Berman Canada ULC | 3 | 1 | 0.13% | 0.23% | 0.40% | Q2 2013 | Q2 2014 | 4 |
BARINGS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 1 | 0.33% | 0.64% | 1.12% | Q3 2016 | Q3 2017 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2023 | 4 |
Wedmont Private Capital | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BRANDES INVESTMENT PARTNERS, LP | 3 | 1 | 0.00% | 0.30% | 0.58% | Q3 2014 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
EHP Funds Inc. | 4 | 4 | 0.58% | 0.67% | 0.75% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.13% | 0.14% | 0.17% | Q1 2019 | Q4 2019 | 4 |
Trek Financial, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.04% | 0.09% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.72% | 0.92% | 1.00% | Q2 2022 | Q1 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.11% | 0.46% | 0.79% | Q4 2021 | Q3 2022 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 1.94% | 2.20% | 2.31% | Q2 2022 | Q1 2023 | 4 |
HORIZON BANCORP INC /IN/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 0.26% | 0.60% | 0.73% | Q4 2022 | Q3 2023 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q1 2022 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
St. James Investment Advisors, LLC | 3 | 1 | 1.49% | 1.73% | 1.90% | Q4 2021 | Q4 2022 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.12% | 0.24% | Q4 2020 | Q4 2022 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.23% | 0.40% | Q1 2022 | Q4 2022 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.43% | 0.89% | 1.39% | Q4 2022 | Q3 2023 | 4 |
INSIGHT 2811, INC. | 4 | 4 | 0.23% | 0.28% | 0.34% | Q2 2015 | Q1 2016 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q2 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.02% | 0.13% | 0.32% | Q3 2020 | Q2 2022 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 4 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.03% | 0.52% | 1.18% | Q1 2022 | Q1 2023 | 4 |
Value Partners Investments Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Annapolis Financial Services, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
EAM Global Investors LLC | 4 | 4 | 0.37% | 0.51% | 0.67% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.02% | 0.30% | 0.43% | Q2 2022 | Q3 2023 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.04% | 0.14% | 0.28% | Q4 2013 | Q3 2015 | 4 |
Industrial Alliance Investment Management Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.22% | 0.33% | 0.57% | Q2 2013 | Q1 2014 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q2 2022 | Q1 2023 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.43% | 1.77% | 2.09% | Q4 2021 | Q3 2022 | 4 |
Convergence Investment Partners, LLC | 2 | 1 | 0.10% | 0.22% | 0.29% | Q4 2014 | Q2 2022 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.03% | 0.24% | 0.42% | Q2 2022 | Q1 2023 | 4 |
SCHOLTZ & COMPANY, LLC | 4 | 4 | 0.49% | 1.22% | 2.73% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Algebris Investments (UK) LLP | 2 | 2 | 0.39% | 0.51% | 0.63% | Q3 2015 | Q4 2015 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 4 | 4 | 0.19% | 0.91% | 1.59% | Q2 2022 | Q1 2023 | 4 |
Man Investments Ltd | 3 | 1 | 0.04% | 0.18% | 0.43% | Q2 2013 | Q2 2014 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 4 |
Applied Capital LLC/FL | 4 | 4 | 1.13% | 1.27% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Spartan Planning & Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Athanor Capital, LP | 4 | 4 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q1 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q1 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 4 |
Mountain Road Advisors, LLC | 4 | 4 | 3.56% | 5.90% | 7.35% | Q4 2019 | Q3 2020 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.07% | 0.10% | Q3 2019 | Q1 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Numina Capital Management, LLC | 3 | 3 | 0.02% | 1.72% | 3.35% | Q3 2015 | Q1 2016 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2017 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 4 |
Presidio Capital Management, LLC | 4 | 4 | 0.26% | 0.28% | 0.30% | Q1 2022 | Q4 2022 | 4 |
TOMPKINS FINANCIAL CORP | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 4 |
PCJ Investment Counsel Ltd. | 3 | 1 | 0.28% | 0.68% | 0.97% | Q2 2021 | Q2 2022 | 4 |
CLINTON GROUP INC | 4 | 4 | 0.14% | 0.26% | 0.40% | Q2 2017 | Q1 2018 | 4 |
Crow Point Partners, LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
SYNTAX ADVISORS, LLC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q3 2022 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Bison Wealth, LLC | 3 | 1 | 0.11% | 0.16% | 0.27% | Q2 2016 | Q4 2021 | 4 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.17% | 0.28% | 0.39% | Q4 2020 | Q1 2023 | 4 |
Dai-ichi Life Insurance Company, Ltd | 4 | 4 | 0.02% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 4 |
First Trust Direct Indexing L.P. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
BFSG, LLC | 3 | 3 | 0.87% | 0.93% | 1.06% | Q3 2019 | Q1 2020 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.12% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Airain ltd | 3 | 3 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q1 2014 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.14% | 0.52% | 0.73% | Q1 2022 | Q1 2023 | 3 |
Olympiad Research LP | 1 | 1 | 0.11% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q2 2016 | Q1 2017 | 3 |
Rampart Investment Management Company, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Quarry LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NatWest Group plc | 3 | 3 | 0.96% | 2.49% | 3.39% | Q3 2022 | Q1 2023 | 3 |
Private Wealth Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q1 2023 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q4 2022 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.21% | 0.43% | 0.71% | Q1 2021 | Q3 2021 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q3 2022 | Q1 2023 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.12% | Q2 2020 | Q4 2020 | 3 |
FORT, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
Stellar Capital Management, LLC | 2 | 1 | 0.07% | 0.11% | 0.14% | Q3 2019 | Q2 2020 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Larson Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q2 2014 | 3 |
LRT Capital Management, LLC | 3 | 3 | 0.44% | 0.86% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.10% | 0.10% | 0.12% | Q2 2020 | Q2 2021 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEI TRUST CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
ST GERMAIN D J CO INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.72% | 1.25% | 2.26% | Q3 2021 | Q1 2022 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Versor Investments LP | 3 | 3 | 0.07% | 0.12% | 0.18% | Q1 2023 | Q3 2023 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.41% | 1.02% | Q3 2020 | Q2 2022 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
SUN LIFE FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
OAKBROOK INVESTMENTS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Core Alternative Capital | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.36% | 0.41% | 0.44% | Q3 2022 | Q1 2023 | 3 |
LBP AM SA | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
GQ Asset Management, LLC | 3 | 3 | 0.10% | 0.15% | 0.19% | Q1 2019 | Q3 2019 | 3 |
FormulaFolio Investments, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q2 2021 | 3 |
Atom Investors LP | 1 | 1 | 0.02% | 0.20% | 0.38% | Q2 2020 | Q3 2022 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.98% | 1.04% | 1.08% | Q1 2023 | Q3 2023 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.77% | 0.80% | 0.81% | Q3 2022 | Q1 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
ARGUS INVESTORS' COUNSEL, INC. | 3 | 3 | 0.22% | 0.26% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.12% | 0.19% | 0.24% | Q3 2020 | Q1 2021 | 3 |
Junto Capital Management LP | 3 | 3 | 1.47% | 1.52% | 1.56% | Q1 2022 | Q3 2022 | 3 |
Argent Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 0.57% | 1.09% | 1.48% | Q2 2022 | Q4 2022 | 3 |
WASHINGTON TRUST BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 3 |
Prana Capital Management, LP | 1 | 1 | 0.15% | 0.34% | 0.55% | Q1 2018 | Q2 2023 | 3 |
Redpoint Investment Management Pty Ltd | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 3 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.18% | 0.29% | Q4 2018 | Q1 2023 | 3 |
BAR HARBOR TRUST SERVICES | 3 | 3 | 2.68% | 2.79% | 2.90% | Q2 2013 | Q4 2013 | 3 |
Oak Thistle LLC | 2 | 1 | 0.26% | 0.50% | 0.93% | Q4 2021 | Q4 2022 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2017 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q1 2016 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2019 | 3 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.24% | 0.27% | 0.33% | Q2 2013 | Q4 2013 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 3 |
MJP ASSOCIATES INC /ADV | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q3 2020 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.08% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 3 |
Ballentine Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.18% | 0.33% | Q3 2016 | Q3 2017 | 3 |
Goodman Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Tufton Capital Management | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q2 2017 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.16% | 0.21% | 0.27% | Q3 2022 | Q1 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q2 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
HoyleCohen, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 3 |
MQS Management LLC | 1 | 1 | 0.22% | 0.33% | 0.49% | Q4 2021 | Q1 2023 | 3 |
Capitolis Advisors LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Channing Capital Management, LLC | 3 | 3 | 0.42% | 0.47% | 0.50% | Q1 2022 | Q3 2022 | 3 |
CoreCap Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q4 2021 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AM Squared Ltd | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q3 2022 | Q4 2022 | 2 |
Meritage Group LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
Cumberland Partners Ltd | 1 | 1 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 3.61% | 3.91% | 4.21% | Q2 2022 | Q3 2022 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 2 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.08% | 0.17% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.30% | 0.60% | Q4 2014 | Q3 2015 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.45% | 0.47% | 0.49% | Q1 2021 | Q2 2021 | 2 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 2 | 2 | 2.29% | 2.36% | 2.43% | Q2 2023 | Q3 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.93% | 0.98% | 1.02% | Q3 2019 | Q4 2019 | 2 |
Parkwood LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2014 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fairholme Capital Management | 2 | 2 | 0.58% | 0.59% | 0.59% | Q2 2023 | Q3 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.12% | 0.19% | 0.27% | Q3 2022 | Q2 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Full18 Capital LLC | 1 | 1 | 0.23% | 0.36% | 0.50% | Q1 2021 | Q4 2021 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.02% | 0.09% | 0.17% | Q3 2015 | Q4 2015 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Colonial Trust Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Hamilton Wealth, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.31% | 1.56% | 2.81% | Q4 2022 | Q1 2023 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AMBS INVESTMENT COUNSEL LLC | 2 | 2 | 0.55% | 0.85% | 1.15% | Q2 2013 | Q3 2013 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Southside Capital, LLC | 2 | 2 | 1.37% | 1.97% | 2.56% | Q3 2019 | Q4 2019 | 2 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.18% | 0.27% | 0.37% | Q4 2019 | Q2 2020 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MorganRosel Wealth Management, LLC | 2 | 2 | 0.35% | 0.39% | 0.44% | Q3 2022 | Q4 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.11% | 0.22% | 0.34% | Q1 2023 | Q3 2023 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.81% | 1.34% | Q1 2015 | Q3 2015 | 2 |
TORRAY INVESTMENT PARTNERS LLC | 2 | 2 | 1.67% | 1.74% | 1.82% | Q2 2023 | Q3 2023 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2016 | Q4 2016 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q4 2013 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.22% | 0.26% | 0.31% | Q3 2022 | Q4 2022 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Empire Financial Management Company, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Calvert Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
Thrive Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Numerai GP LLC | 2 | 2 | 0.08% | 0.64% | 1.20% | Q2 2023 | Q3 2023 | 2 |
Planning Center, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BAILARD, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.39% | 0.58% | 0.77% | Q4 2022 | Q1 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Empirical Asset Management, LLC | 1 | 1 | 0.47% | 0.55% | 0.64% | Q2 2022 | Q2 2023 | 2 |
Alamar Capital Management, LLC | 2 | 2 | 1.38% | 1.74% | 2.10% | Q2 2023 | Q3 2023 | 2 |
CR Intrinsic Investors, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2013 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Sandhill Capital Partners LLC | 2 | 2 | 0.03% | 0.81% | 1.59% | Q2 2013 | Q3 2013 | 2 |
Private Advisory Group LLC | 1 | 1 | 0.10% | 0.16% | 0.23% | Q2 2022 | Q4 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
JSF Financial, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2022 | Q2 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q1 2023 | 2 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Summit Global Investments | 2 | 2 | 0.40% | 0.43% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.36% | 0.36% | 0.37% | Q4 2018 | Q1 2019 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
LGT Group Foundation | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Kula Investments, LLC | 2 | 2 | 0.30% | 0.55% | 0.80% | Q4 2022 | Q1 2023 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.14% | 0.26% | Q1 2020 | Q4 2020 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Carlson Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
Taika Capital, LP | 1 | 1 | 0.50% | 0.62% | 0.72% | Q2 2022 | Q1 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Virtu Financial LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.09% | 0.23% | 0.36% | Q4 2013 | Q1 2014 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.11% | 3.21% | 3.32% | Q2 2020 | Q1 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q2 2020 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 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 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Polaris Wealth Advisory Group, LLC | 2 | 2 | 1.16% | 1.17% | 1.19% | Q3 2022 | Q4 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.09% | 0.17% | Q4 2022 | Q1 2023 | 2 |
HighPoint Advisor Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Maven Securities LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Manteio Capital LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
James Hambro & Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2019 | Q3 2019 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Trust Investment Advisors | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Invictus RG | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NICHOLAS COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2015 | Q4 2015 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2023 | Q1 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2021 | Q2 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2022 | Q2 2022 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
BBVA USA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Capital Returns Management, LLC | 1 | 1 | 5.99% | 5.99% | 5.99% | Q1 2016 | Q1 2016 | 1 |
Platform Technology Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
IRON Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2019 | Q3 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2023 | Q2 2023 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Perennial Investment Partners LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JS Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2019 | Q4 2019 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2014 | Q4 2014 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
3D/L Capital Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2020 | Q4 2020 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2022 | Q2 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Beck Bode, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parplus Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Trutina Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
MANA Advisors LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2019 | Q4 2019 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FCF Advisors LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2015 | Q2 2015 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SKBA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Scoria Capital Partners LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2015 | Q4 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Foundation Asset Management, LP | 1 | 1 | 9.19% | 9.19% | 9.19% | Q2 2013 | Q2 2013 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own BERKLEY W R CORP or have owned BERKLEY W R CORP in the past.