Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 103 |
Citadel Advisors | 29 | 11 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 79 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 50 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 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 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Blackstone Inc. | 42 | 42 | 0.20% | 0.63% | 1.39% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Nuveen Asset Management, LLC | 24 | 17 | 0.00% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 41 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 38 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
VAN ECK ASSOCIATES CORP | 39 | 39 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2023 | 39 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
M&T BANK CORP | 37 | 2 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 38 |
Advisors Capital Management, LLC | 38 | 38 | 0.27% | 1.32% | 2.39% | Q2 2014 | Q3 2023 | 38 |
Pekin Hardy Strauss, Inc. | 38 | 38 | 0.05% | 0.32% | 1.03% | Q2 2014 | Q3 2023 | 38 |
TWO SIGMA INVESTMENTS, LP | 20 | 2 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Edgemoor Investment Advisors, Inc. | 37 | 37 | 0.79% | 1.39% | 1.88% | Q3 2014 | Q3 2023 | 37 |
Wellington Shields Capital Management, LLC | 37 | 37 | 0.07% | 0.29% | 0.59% | Q3 2014 | Q3 2023 | 37 |
JRM Investment Counsel, LLC | 36 | 36 | 0.15% | 5.83% | 9.94% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Boston Partners | 35 | 35 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q4 2022 | 35 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 34 | 34 | 0.10% | 0.23% | 0.43% | Q2 2015 | Q3 2023 | 34 |
NEVILLE RODIE & SHAW INC | 34 | 34 | 0.05% | 0.78% | 1.16% | Q4 2014 | Q1 2023 | 34 |
Hardman Johnston Global Advisors LLC | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Sigma Planning Corp | 34 | 34 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q1 2023 | 34 |
Gruss & Co., LLC | 34 | 34 | 0.24% | 6.80% | 19.10% | Q2 2015 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 33 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 34 |
MERIDIAN INVESTMENT COUNSEL INC. | 34 | 34 | 0.26% | 1.17% | 1.75% | Q4 2014 | Q1 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 32 | 2 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 34 |
FRED ALGER MANAGEMENT, LLC | 34 | 34 | 0.00% | 0.12% | 0.68% | Q2 2015 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Roble, Belko & Company, Inc | 24 | 9 | 0.00% | 0.72% | 1.21% | Q1 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
ProShare Advisors LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 24 | 9 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2022 | 33 |
Private Advisor Group, LLC | 33 | 33 | 0.00% | 0.08% | 0.19% | Q3 2015 | Q3 2023 | 33 |
NORGES BANK | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
Wellington Shields & Co., LLC | 17 | 16 | 0.10% | 0.27% | 0.48% | Q2 2015 | Q3 2023 | 33 |
SEGALL BRYANT & HAMILL, LLC | 26 | 7 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
Egerton Capital (UK) LLP | 22 | 10 | 0.20% | 0.48% | 0.69% | Q3 2013 | Q3 2022 | 32 |
Epoch Investment Partners, Inc. | 23 | 9 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q1 2023 | 32 |
Mraz, Amerine & Associates, Inc. | 31 | 31 | 0.07% | 0.13% | 0.17% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.15% | Q4 2015 | Q3 2023 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 29 | 1 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q2 2022 | 30 |
Baird Financial Group, Inc. | 30 | 30 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2022 | 30 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 30 |
MACQUARIE GROUP LTD | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 30 |
State of New Jersey Common Pension Fund D | 17 | 13 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 30 |
LPL Financial LLC | 27 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 30 |
GARRISON BRADFORD & ASSOCIATES INC | 30 | 30 | 2.34% | 7.37% | 11.07% | Q2 2016 | Q3 2023 | 30 |
Edge Wealth Management LLC | 25 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 30 |
AMERICAN CENTURY COMPANIES INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2021 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q4 2020 | 29 |
Allianz Asset Management GmbH | 23 | 6 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q1 2021 | 29 |
PRINCIPAL FINANCIAL GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Bridgecreek Investment Management, LLC | 29 | 29 | 0.08% | 0.65% | 1.01% | Q3 2016 | Q3 2023 | 29 |
LAZARD ASSET MANAGEMENT LLC | 29 | 29 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2020 | 29 |
FIRST TRUST ADVISORS LP | 17 | 12 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 29 |
CHARTWELL INVESTMENT PARTNERS, LLC | 29 | 29 | 0.01% | 0.15% | 0.28% | Q2 2015 | Q2 2022 | 29 |
TORONTO DOMINION BANK | 15 | 13 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q3 2023 | 28 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 28 | 28 | 0.04% | 0.13% | 0.18% | Q4 2013 | Q3 2020 | 28 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.08% | 0.46% | Q2 2014 | Q3 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 28 |
FMR LLC | 21 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 12 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 28 |
BROWN BROTHERS HARRIMAN & CO | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2022 | 28 |
ClearBridge Investments | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 28 |
ArchPoint Investors | 27 | 27 | 0.04% | 3.04% | 6.23% | Q2 2013 | Q4 2019 | 27 |
Citizens Business Bank | 27 | 27 | 0.10% | 0.25% | 0.35% | Q3 2013 | Q1 2020 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 27 |
GLENMEDE TRUST CO NA | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 27 |
HighTower Advisors, LLC | 26 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 27 |
NAPLES GLOBAL ADVISORS, LLC | 27 | 27 | 0.06% | 0.18% | 0.29% | Q1 2017 | Q3 2023 | 27 |
Ausdal Financial Partners, Inc. | 25 | 1 | 0.04% | 0.11% | 0.21% | Q4 2015 | Q2 2022 | 26 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
1832 Asset Management L.P. | 25 | 1 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q4 2022 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 4 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 25 |
Russell Investments Group, Ltd. | 23 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
PRUDENTIAL FINANCIAL INC | 22 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 25 |
Parallel Advisors, LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 22 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 25 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2017 | 25 |
North Star Investment Management Corp. | 17 | 8 | 0.00% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 25 |
Essex Financial Services, Inc. | 16 | 1 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q3 2023 | 25 |
Catalyst Capital Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 24 |
VICTORY CAPITAL MANAGEMENT INC | 24 | 24 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.04% | 0.57% | 1.21% | Q4 2017 | Q3 2023 | 24 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 24 | 0.00% | 0.00% | 0.06% | Q4 2017 | Q3 2023 | 24 |
First PREMIER Bank | 24 | 24 | 0.05% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 24 | 24 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SOL Capital Management CO | 24 | 24 | 0.05% | 0.09% | 0.11% | Q1 2017 | Q4 2022 | 24 |
Versant Capital Management, Inc | 21 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
ROTHSCHILD INVESTMENT LLC /IL | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
LSV ASSET MANAGEMENT | 19 | 4 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 23 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.02% | 0.12% | Q2 2015 | Q1 2023 | 23 |
Kovack Advisors, Inc. | 14 | 2 | 0.04% | 0.14% | 0.30% | Q3 2017 | Q3 2023 | 23 |
MCF Advisors LLC | 16 | 7 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 23 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 13 | 10 | 0.47% | 1.48% | 2.01% | Q1 2014 | Q4 2019 | 23 |
STEPHENS INC /AR/ | 14 | 9 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2022 | 23 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 23 |
MOODY LYNN & LIEBERSON, LLC | 23 | 23 | 0.23% | 0.53% | 0.88% | Q2 2014 | Q4 2019 | 23 |
Hillsdale Investment Management Inc. | 23 | 23 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q4 2019 | 23 |
KENNEDY CAPITAL MANAGEMENT LLC | 20 | 3 | 0.05% | 0.14% | 0.22% | Q3 2013 | Q1 2020 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 23 |
Financial Advantage, Inc. | 23 | 23 | 2.25% | 3.52% | 4.12% | Q1 2014 | Q3 2019 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
STRS OHIO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LDR Capital Management LLC | 22 | 22 | 1.73% | 11.85% | 23.25% | Q2 2018 | Q3 2023 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 10 | 4 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
METROPOLITAN LIFE INSURANCE CO/NY | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
MetLife Investment Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 22 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 21 |
Northeast Financial Consultants Inc | 21 | 21 | 0.18% | 1.26% | 2.92% | Q3 2018 | Q3 2023 | 21 |
TEACHERS ADVISORS, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2019 | 21 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2022 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.02% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 21 |
GRIFFIN ASSET MANAGEMENT, INC. | 21 | 21 | 0.04% | 0.14% | 0.20% | Q3 2018 | Q3 2023 | 21 |
BLAIR WILLIAM & CO/IL | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 21 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 21 | 21 | 0.03% | 0.09% | 0.16% | Q1 2018 | Q1 2023 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 21 |
Mariner, LLC | 11 | 1 | 0.00% | 0.08% | 0.24% | Q1 2017 | Q3 2023 | 21 |
STANSBERRY ASSET MANAGEMENT, LLC | 12 | 9 | 1.01% | 1.72% | 3.51% | Q4 2017 | Q3 2023 | 21 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
QS Investors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q3 2021 | 20 |
Truvestments Capital LLC | 19 | 1 | 0.02% | 0.87% | 1.30% | Q3 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.40% | 0.74% | 1.04% | Q4 2018 | Q3 2023 | 20 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 20 | 20 | 0.25% | 0.57% | 0.72% | Q3 2013 | Q2 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
SeaBridge Investment Advisors LLC | 15 | 5 | 0.00% | 0.75% | 1.14% | Q4 2013 | Q4 2019 | 20 |
AGF Investments LLC | 14 | 6 | 0.00% | 0.04% | 0.24% | Q4 2016 | Q3 2022 | 20 |
Adalta Capital Management LLC | 20 | 20 | 1.00% | 1.70% | 2.53% | Q4 2018 | Q3 2023 | 20 |
abrdn plc | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 20 | 20 | 0.05% | 0.13% | 0.29% | Q1 2018 | Q4 2022 | 20 |
Aperio Group, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 20 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
KARPAS STRATEGIES, LLC | 19 | 19 | 0.17% | 0.56% | 0.81% | Q1 2019 | Q3 2023 | 19 |
Yorktown Management & Research Co Inc | 19 | 19 | 0.29% | 1.28% | 3.51% | Q1 2014 | Q3 2018 | 19 |
SUMMITRY LLC | 13 | 6 | 0.03% | 0.10% | 0.22% | Q1 2014 | Q4 2018 | 19 |
FEDERATED HERMES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2021 | 19 |
PARADIGM ASSET MANAGEMENT CO LLC | 10 | 9 | 0.01% | 0.16% | 0.58% | Q2 2014 | Q1 2019 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Cetera Advisors LLC | 12 | 7 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 19 |
Coe Capital Management, LLC | 18 | 1 | 0.10% | 0.36% | 0.51% | Q1 2016 | Q4 2020 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2022 | 19 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 5 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2022 | 18 |
FOSTER & MOTLEY INC | 18 | 18 | 0.03% | 0.14% | 0.31% | Q3 2015 | Q4 2019 | 18 |
Smithfield Trust Co | 14 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 18 |
CAPITAL ADVISORS INC/OK | 18 | 18 | 0.24% | 0.80% | 1.68% | Q4 2015 | Q1 2020 | 18 |
Narwhal Capital Management | 18 | 18 | 0.09% | 0.12% | 0.21% | Q1 2016 | Q2 2020 | 18 |
Magnetar Financial LLC | 10 | 1 | 0.00% | 0.12% | 0.62% | Q2 2013 | Q3 2019 | 18 |
GRS Advisors, LLC | 10 | 4 | 0.49% | 3.83% | 7.82% | Q2 2013 | Q4 2019 | 18 |
AJ WEALTH STRATEGIES, LLC | 18 | 18 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q2 2023 | 18 |
CLOUGH CAPITAL PARTNERS L P | 13 | 5 | 0.30% | 1.95% | 3.44% | Q2 2016 | Q2 2023 | 18 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 18 |
Bartlett & Co. LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2018 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
BECK CAPITAL MANAGEMENT, LLC | 16 | 1 | 0.46% | 1.15% | 2.31% | Q2 2016 | Q1 2023 | 17 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 6 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2021 | 17 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2020 | 17 |
CPWM, LLC | 17 | 17 | 0.02% | 0.15% | 0.31% | Q1 2018 | Q1 2022 | 17 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 17 |
WEBSTER BANK, N. A. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Clarkston Capital Partners, LLC | 10 | 3 | 0.02% | 0.04% | 0.07% | Q3 2014 | Q3 2022 | 17 |
Next Capital Management LLC | 13 | 1 | 0.10% | 0.18% | 0.27% | Q4 2018 | Q2 2023 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
Parallax Volatility Advisers, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Pacific Center for Financial Services | 14 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
RPg Family Wealth Advisory, LLC | 16 | 16 | 0.48% | 2.05% | 3.50% | Q4 2016 | Q3 2020 | 16 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.04% | 0.22% | Q1 2014 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
PANAGORA ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 16 |
Capstone Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q2 2023 | 16 |
Barnett & Company, Inc. | 16 | 16 | 0.02% | 0.13% | 0.21% | Q3 2017 | Q2 2021 | 16 |
Wealthspire Advisors, L.P. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2019 | 16 |
Pacific Edge Advisors, LLC | 16 | 16 | 2.66% | 6.20% | 9.14% | Q4 2017 | Q3 2021 | 16 |
WFG Advisors, LP | 13 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2017 | 16 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Bogart Wealth, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Geduld E E | 14 | 14 | 0.33% | 0.45% | 0.70% | Q2 2013 | Q3 2016 | 16 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.02% | 0.15% | Q2 2015 | Q3 2023 | 16 |
PYA Waltman Capital, LLC | 16 | 16 | 2.06% | 3.39% | 6.07% | Q4 2019 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Relative Value Partners Group, LLC | 9 | 1 | 0.06% | 0.18% | 0.26% | Q2 2015 | Q3 2023 | 16 |
Caption Management, LLC | 6 | 5 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 16 |
St. Johns Investment Management Company, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Cipher Capital LP | 12 | 1 | 0.04% | 0.19% | 0.36% | Q2 2015 | Q3 2022 | 15 |
Long Pond Capital | 15 | 15 | 1.41% | 7.73% | 10.84% | Q2 2013 | Q4 2016 | 15 |
GVO Asset Management Ltd | 15 | 15 | 8.74% | 25.43% | 50.70% | Q2 2017 | Q4 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
REGENTATLANTIC CAPITAL LLC | 14 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q3 2021 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PECAUT & CO. | 12 | 1 | 0.15% | 0.19% | 0.24% | Q1 2017 | Q1 2021 | 15 |
Equitable Holdings, Inc. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
THOMAS STORY & SON LLC | 15 | 15 | 0.74% | 0.88% | 0.95% | Q4 2013 | Q2 2017 | 15 |
HUNTINGTON NATIONAL BANK | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
New England Research & Management, Inc. | 15 | 15 | 0.15% | 0.37% | 0.82% | Q1 2017 | Q3 2020 | 15 |
NATIXIS ADVISORS, L.P. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 15 |
Stanley-Laman Group, Ltd. | 15 | 15 | 0.34% | 0.44% | 0.60% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 15 |
DELPHI FINANCIAL GROUP, INC. | 9 | 3 | 0.07% | 6.35% | 13.44% | Q1 2018 | Q4 2022 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 1.59% | 2.54% | 3.47% | Q4 2019 | Q3 2023 | 15 |
SIMON QUICK ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
Compagnie Lombard Odier SCmA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TRADITION CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.42% | 0.48% | Q4 2015 | Q1 2019 | 14 |
Global X Management CO LLC | 14 | 14 | 0.00% | 0.22% | 0.45% | Q1 2015 | Q2 2018 | 14 |
SHELTON CAPITAL MANAGEMENT | 14 | 14 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2020 | 14 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 13 | 1 | 0.01% | 0.05% | 0.06% | Q4 2016 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ranger International Management, LP | 14 | 14 | 0.09% | 5.48% | 7.26% | Q1 2014 | Q2 2017 | 14 |
Claraphi Advisory Network, LLC | 11 | 3 | 0.04% | 0.26% | 0.60% | Q4 2017 | Q1 2022 | 14 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.44% | 1.02% | 1.58% | Q4 2014 | Q1 2018 | 14 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 14 |
Employees Retirement System of Texas | 6 | 3 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2021 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2019 | 14 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 14 |
Claybrook Capital, LLC | 9 | 4 | 0.22% | 0.44% | 0.66% | Q2 2020 | Q3 2023 | 13 |
C V STARR & CO INC | 13 | 13 | 2.81% | 3.43% | 4.46% | Q1 2017 | Q1 2020 | 13 |
DEAN INVESTMENT ASSOCIATES, LLC | 13 | 13 | 0.34% | 0.87% | 1.40% | Q4 2016 | Q4 2019 | 13 |
Highlander Capital Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 13 |
WESLEY CAPITAL MANAGEMENT, LLC | 13 | 13 | 6.41% | 18.62% | 29.55% | Q2 2013 | Q2 2016 | 13 |
Wealthstar Advisors, LLC | 10 | 3 | 0.07% | 0.11% | 0.22% | Q3 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 0.03% | 0.23% | 0.90% | Q2 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JAG CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.09% | 0.19% | Q2 2019 | Q1 2022 | 12 |
BlackRock Fund Advisors | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2016 | 12 |
Guidance Point Advisors, LLC | 12 | 12 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q3 2022 | 12 |
HoyleCohen, LLC | 12 | 12 | 0.23% | 0.35% | 0.46% | Q3 2020 | Q2 2023 | 12 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 10 | 2 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q1 2022 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 12 |
Private Capital Advisors, Inc. | 12 | 12 | 1.40% | 1.82% | 2.15% | Q3 2016 | Q2 2019 | 12 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
FIRST NATIONAL TRUST CO | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q2 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.06% | 0.10% | 0.17% | Q1 2019 | Q2 2022 | 12 |
Bell Bank | 12 | 12 | 0.12% | 0.20% | 0.28% | Q2 2020 | Q1 2023 | 12 |
HSBC HOLDINGS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 12 |
Algebris Investments (UK) LLP | 12 | 12 | 0.43% | 1.59% | 2.63% | Q3 2013 | Q2 2016 | 12 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.06% | 0.14% | Q1 2018 | Q2 2022 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 12 | 12 | 0.15% | 0.26% | 0.32% | Q4 2017 | Q3 2020 | 12 |
PROFUND ADVISORS LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Evercore Wealth Management, LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2020 | 12 |
West Family Investments, Inc. | 12 | 12 | 0.06% | 0.44% | 0.76% | Q3 2014 | Q2 2017 | 12 |
D.A. DAVIDSON & CO. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 12 |
Royal Fund Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JBF Capital, Inc. | 12 | 12 | 0.36% | 1.08% | 1.86% | Q4 2013 | Q3 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q1 2023 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.09% | 0.35% | 0.50% | Q4 2017 | Q2 2020 | 11 |
Dean Capital Management | 8 | 3 | 0.58% | 1.77% | 2.76% | Q4 2016 | Q4 2019 | 11 |
Cove Street Capital, LLC | 11 | 11 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q2 2016 | 11 |
E&G Advisors, LP | 7 | 1 | 0.06% | 0.09% | 0.14% | Q2 2019 | Q2 2022 | 11 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q3 2019 | 11 |
NATIXIS | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q4 2022 | 11 |
MAI Capital Management | 10 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2018 | 11 |
Nationwide Fund Advisors | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.31% | 0.37% | 0.42% | Q1 2021 | Q3 2023 | 11 |
EnTrustPermal Management LLC | 11 | 11 | 0.64% | 1.29% | 1.92% | Q1 2015 | Q3 2017 | 11 |
FIFTH THIRD BANCORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 7 | 4 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2022 | 11 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 11 |
INGALLS & SNYDER LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
CEDAR CAPITAL, LLC | 11 | 11 | 0.66% | 1.01% | 1.28% | Q4 2015 | Q2 2018 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.08% | 0.28% | Q1 2014 | Q4 2022 | 10 |
FRANKLIN RESOURCES INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 6 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 10 |
CHILDRESS CAPITAL ADVISORS, LLC | 9 | 1 | 0.08% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 10 |
Samalin Investment Counsel, LLC | 7 | 3 | 0.11% | 0.44% | 0.77% | Q4 2019 | Q3 2023 | 10 |
Pearl River Capital, LLC | 5 | 1 | 0.06% | 0.15% | 0.34% | Q3 2019 | Q2 2023 | 10 |
PROFFITT & GOODSON INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
ARGI Investment Services, LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 10 |
OPTIMUM INVESTMENT ADVISORS | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Global Wealth Management Investment Advisory, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.10% | 0.20% | 0.48% | Q2 2016 | Q3 2018 | 10 |
TCI Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
BRAVE ASSET MANAGEMENT INC | 8 | 2 | 0.09% | 1.34% | 1.91% | Q1 2018 | Q1 2022 | 10 |
CHILTON INVESTMENT CO INC. | 7 | 3 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Ahrens Investment Partners LLC | 6 | 1 | 0.01% | 0.07% | 0.14% | Q3 2018 | Q1 2023 | 10 |
CIBC Private Wealth Group, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Caprock Group, LLC | 10 | 10 | 0.08% | 0.51% | 0.80% | Q4 2014 | Q1 2017 | 10 |
WHITTIER TRUST CO | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 10 |
Tradition Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
WASATCH ADVISORS LP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
KCM INVESTMENT ADVISORS LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Wilkinson Global Asset Management LLC | 10 | 10 | 0.06% | 0.14% | 0.21% | Q2 2021 | Q3 2023 | 10 |
BOKF, NA | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Vectors Research Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BCS Wealth Management | 8 | 1 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q2 2023 | 10 |
ASHFORD CAPITAL MANAGEMENT INC | 10 | 10 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CIBC WORLD MARKETS CORP | 9 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.01% | 0.25% | 2.19% | Q2 2021 | Q3 2023 | 10 |
Holocene Advisors, LP | 5 | 5 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 10 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Investors Capital Advisory Services | 9 | 9 | 0.08% | 0.11% | 0.14% | Q2 2014 | Q2 2016 | 9 |
GOODWIN DANIEL L | 7 | 2 | 0.09% | 0.10% | 0.14% | Q2 2013 | Q2 2022 | 9 |
PRIVATE TRUST CO NA | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 9 |
Independent Advisor Alliance | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 9 |
TDAM USA INC. | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q1 2017 | 9 |
COBALT CAPITAL MANAGEMENT, INC. | 5 | 4 | 0.38% | 1.24% | 2.24% | Q1 2014 | Q2 2016 | 9 |
GFS Advisors, LLC | 9 | 9 | 0.55% | 1.32% | 1.95% | Q3 2021 | Q3 2023 | 9 |
Altshuler Shaham Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Strategic Family Wealth Counselors, L.L.C. | 5 | 4 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 9 | 0.00% | 0.11% | 0.18% | Q1 2016 | Q1 2018 | 9 |
Monument Capital Management | 9 | 9 | 0.17% | 0.25% | 0.33% | Q2 2021 | Q2 2023 | 9 |
Prospera Financial Services Inc | 8 | 1 | 0.01% | 0.10% | 0.14% | Q3 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
Opus Capital Group, LLC | 9 | 9 | 0.04% | 0.48% | 0.78% | Q1 2017 | Q1 2019 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.13% | Q1 2014 | Q1 2023 | 9 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.01% | 0.01% | 0.05% | Q3 2014 | Q2 2022 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.69% | 0.71% | 0.74% | Q4 2017 | Q4 2019 | 9 |
Commonwealth Equity Services, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 9 |
BlackRock Group LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Amitell Capital Pte Ltd | 9 | 9 | 0.00% | 0.75% | 1.75% | Q4 2020 | Q4 2022 | 9 |
Capital Financial Services, LLC | 9 | 9 | 1.17% | 1.49% | 1.76% | Q4 2020 | Q4 2022 | 9 |
INTRUST BANK NA | 9 | 9 | 0.03% | 0.04% | 0.09% | Q1 2020 | Q1 2022 | 9 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
RESOURCE AMERICA, INC. | 9 | 9 | 3.47% | 4.98% | 6.67% | Q4 2017 | Q4 2019 | 9 |
HAP Trading, LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 9 |
MSI Financial Services Inc | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 9 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.05% | 0.10% | 0.14% | Q3 2014 | Q2 2022 | 9 |
AVIVA PLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 9 |
TELEMUS CAPITAL, LLC | 7 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 9 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.07% | 0.13% | Q2 2015 | Q3 2023 | 9 |
DIALECTIC CAPITAL MANAGEMENT, LP | 8 | 1 | 0.13% | 0.31% | 0.76% | Q4 2013 | Q1 2016 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Baker Avenue Asset Management, LP | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
WHITEBOX ADVISORS LLC | 8 | 8 | 0.18% | 0.29% | 0.45% | Q4 2013 | Q3 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Parkside Investments, LLC | 7 | 1 | 0.03% | 0.15% | 0.24% | Q2 2018 | Q1 2022 | 8 |
Sawyer & Company, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.06% | 0.17% | 0.49% | Q2 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
ING GROEP NV | 5 | 3 | 0.01% | 0.05% | 0.17% | Q3 2013 | Q3 2016 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Mittleman Investment Management | 8 | 8 | 0.14% | 2.51% | 5.12% | Q2 2013 | Q1 2015 | 8 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q3 2020 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q1 2018 | 8 |
Baystate Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Orinda Asset Management LLC | 8 | 8 | 3.55% | 5.85% | 9.59% | Q4 2018 | Q3 2020 | 8 |
Round Table Services, LLC | 8 | 8 | 0.08% | 0.11% | 0.19% | Q1 2018 | Q4 2019 | 8 |
Campbell & CO Investment Adviser LLC | 4 | 2 | 0.06% | 0.16% | 0.34% | Q4 2018 | Q1 2023 | 8 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 7 | 1 | 0.01% | 0.12% | 0.21% | Q3 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2020 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Artemis Investment Management LLP | 8 | 8 | 0.08% | 0.27% | 0.48% | Q4 2020 | Q3 2022 | 8 |
NN Investment Partners Holdings N.V. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 8 |
MBM Wealth Consultants, LLC | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
John & Kathleen Schreiber Foundation | 8 | 8 | 2.51% | 3.57% | 5.54% | Q4 2021 | Q3 2023 | 8 |
Bruderman Asset Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 8 |
TWO SIGMA SECURITIES, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 8 |
Horizon Kinetics | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Lido Advisors, LLC | 7 | 1 | 0.02% | 0.02% | 0.05% | Q2 2018 | Q2 2021 | 8 |
REGIONS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
EJF Capital LLC | 5 | 3 | 0.02% | 0.14% | 0.60% | Q2 2015 | Q4 2020 | 8 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 6 | 1 | 0.06% | 0.12% | 0.24% | Q4 2020 | Q3 2023 | 7 |
Deer Park Road Corp | 3 | 1 | 0.05% | 0.23% | 0.31% | Q1 2018 | Q1 2023 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Alterity Financial Group, LLC | 6 | 1 | 0.31% | 0.46% | 0.67% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2017 | 7 |
FIRST FINANCIAL CORP /IN/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2021 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 0.22% | 0.71% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Taylor Hoffman Wealth Management | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 7 |
DekaBank Deutsche Girozentrale | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 7 | 7 | 0.06% | 1.74% | 3.36% | Q1 2016 | Q3 2017 | 7 |
PARK CIRCLE Co | 7 | 7 | 0.35% | 0.65% | 0.83% | Q3 2021 | Q1 2023 | 7 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2017 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.25% | 0.54% | 0.96% | Q1 2014 | Q3 2015 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SHIKIAR ASSET MANAGEMENT INC | 4 | 3 | 0.22% | 1.00% | 2.48% | Q4 2021 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.00% | 0.40% | 0.63% | Q2 2022 | Q4 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 7 | 7 | 1.32% | 1.49% | 1.82% | Q1 2018 | Q3 2019 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2021 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2022 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 7 |
Graham Capital Management, L.P. | 5 | 5 | 0.02% | 0.14% | 0.35% | Q3 2022 | Q3 2023 | 7 |
NexWave Capital Partners LLC | 6 | 1 | 1.72% | 7.42% | 10.67% | Q4 2019 | Q4 2021 | 7 |
MENTA CAPITAL LLC | 4 | 1 | 0.06% | 0.22% | 0.63% | Q1 2014 | Q2 2019 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q4 2022 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2023 | 7 |
Private Capital Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 2.03% | 2.38% | 3.03% | Q2 2014 | Q4 2015 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.09% | Q3 2021 | Q1 2023 | 7 |
DigitalBridge Group, Inc. | 5 | 2 | 0.11% | 0.20% | 0.33% | Q3 2021 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NATIONAL BANK OF CANADA /FI/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2022 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Allegis Investment Advisors, LLC | 7 | 7 | 0.23% | 0.45% | 0.55% | Q3 2016 | Q1 2018 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
COMERICA BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.07% | 0.46% | 0.60% | Q2 2018 | Q4 2019 | 6 |
Ensign Peak Advisors, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
HERBST GROUP, LLC | 6 | 6 | 1.09% | 1.60% | 1.95% | Q4 2021 | Q1 2023 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
DEERE & CO | 4 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q3 2016 | 6 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.56% | 0.84% | 1.04% | Q4 2021 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Archford Capital Strategies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 6 |
Camarda Financial Advisors, LLC | 6 | 6 | 0.15% | 0.16% | 0.19% | Q2 2017 | Q3 2018 | 6 |
Hudson Value Partners, LLC | 6 | 6 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
McGowan Group Asset Management, Inc. | 6 | 6 | 1.48% | 1.60% | 1.73% | Q2 2015 | Q3 2016 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Choate Investment Advisors | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cordasco Financial Network | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 6 |
Sandy Spring Bank | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Westchester Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
CAZ INVESTMENTS LP | 6 | 6 | 0.28% | 0.52% | 0.93% | Q4 2014 | Q1 2016 | 6 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.04% | 0.19% | Q2 2015 | Q3 2016 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
SEEYOND | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
RMR Advisors LLC | 6 | 6 | 0.23% | 0.72% | 0.95% | Q3 2017 | Q4 2018 | 6 |
BlackRock Japan Co. Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 4 | 2 | 0.01% | 0.22% | 0.35% | Q2 2013 | Q4 2015 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.09% | 0.13% | 0.20% | Q3 2021 | Q1 2023 | 6 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q2 2022 | 6 |
KELLEHER FINANCIAL ADVISORS | 6 | 6 | 0.13% | 0.16% | 0.18% | Q1 2021 | Q2 2022 | 6 |
IHT Wealth Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q2 2021 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 6 |
Summit Trail Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.08% | 0.14% | 0.24% | Q1 2010 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.18% | 0.44% | Q2 2013 | Q4 2016 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2019 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2019 | 6 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.01% | 0.07% | 0.19% | Q4 2018 | Q1 2020 | 6 |
Aptus Capital Advisors, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q1 2020 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q1 2015 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 5 |
Community Capital Management, LLC | 5 | 5 | 0.95% | 1.00% | 1.04% | Q4 2018 | Q4 2019 | 5 |
DORCHESTER WEALTH MANAGEMENT Co | 5 | 5 | 0.31% | 0.34% | 0.40% | Q2 2015 | Q2 2016 | 5 |
EnTrust Global Partners Offshore LP | 5 | 5 | 0.79% | 0.95% | 1.22% | Q4 2017 | Q4 2018 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 0.45% | 0.53% | 0.58% | Q4 2017 | Q4 2018 | 5 |
MIZUHO SECURITIES USA LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
LOEB PARTNERS CORP | 3 | 2 | 0.13% | 0.15% | 0.17% | Q2 2013 | Q3 2014 | 5 |
AlphaCrest Capital Management LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q2 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Hazelview Securities Inc. | 4 | 1 | 0.72% | 2.31% | 3.13% | Q1 2017 | Q3 2019 | 5 |
Atom Investors LP | 3 | 2 | 0.03% | 0.40% | 0.86% | Q4 2018 | Q3 2022 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 5 |
Canal Capital Management, LLC | 2 | 1 | 0.06% | 0.13% | 0.23% | Q1 2016 | Q3 2021 | 5 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2018 | 5 |
Sandia Investment Management LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
CERTUITY, LLC | 4 | 1 | 0.05% | 0.07% | 0.14% | Q4 2019 | Q1 2022 | 5 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2021 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 5 | 5 | 0.03% | 0.05% | 0.05% | Q1 2019 | Q1 2020 | 5 |
D'Orazio & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 0.32% | 0.44% | 0.51% | Q4 2021 | Q4 2022 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.06% | 0.20% | 0.28% | Q4 2017 | Q1 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Avantax Planning Partners, Inc. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2018 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.60% | 1.37% | Q2 2013 | Q2 2014 | 5 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.07% | 0.20% | Q3 2015 | Q1 2020 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.10% | 0.21% | 0.35% | Q2 2014 | Q3 2015 | 5 |
&PARTNERS | 5 | 5 | 0.39% | 0.55% | 0.75% | Q4 2018 | Q4 2019 | 5 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 5 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 5 | 5 | 0.01% | 0.81% | 1.08% | Q2 2020 | Q2 2021 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2016 | Q1 2020 | 5 |
RiverTree Advisors, LLC | 5 | 5 | 1.57% | 1.99% | 2.59% | Q3 2021 | Q3 2022 | 5 |
GILL CAPITAL PARTNERS, LLC | 4 | 4 | 0.13% | 0.15% | 0.15% | Q3 2020 | Q2 2021 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Richard Bernstein Advisors LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.07% | 0.10% | 0.11% | Q2 2019 | Q1 2020 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q1 2017 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.16% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Koshinski Asset Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 4 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q1 2020 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Elequin Capital, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.06% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.22% | 0.32% | Q4 2019 | Q2 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 4 |
New Millennium Group LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 4 |
Lebenthal Global Advisors, LLC | 3 | 1 | 0.07% | 0.17% | 0.24% | Q4 2020 | Q4 2021 | 4 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q4 2019 | 4 |
Pentwater Capital Management LP | 2 | 2 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 4 |
Forward Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2014 | 4 |
HBC Financial Services, PLLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
KCS Wealth Advisory | 4 | 4 | 0.27% | 0.29% | 0.30% | Q4 2017 | Q3 2018 | 4 |
FORTEM FINANCIAL GROUP, LLC | 4 | 4 | 0.14% | 0.18% | 0.21% | Q2 2022 | Q1 2023 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.08% | 0.09% | 0.09% | Q1 2014 | Q4 2014 | 4 |
AXS Investments LLC | 2 | 2 | 0.13% | 0.36% | 0.81% | Q2 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Bienville Capital Management, LLC | 3 | 1 | 0.32% | 0.67% | 1.33% | Q1 2020 | Q3 2022 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q2 2021 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q2 2020 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 4 |
Fiduciary Group LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.14% | 0.17% | 0.18% | Q1 2019 | Q4 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.15% | 0.42% | 0.63% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 2 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q1 2023 | 4 |
SILVER CAPITAL MANAGEMENT LLC | 4 | 4 | 0.63% | 0.69% | 0.75% | Q2 2013 | Q1 2014 | 4 |
PENN MUTUAL LIFE INSURANCE CO | 4 | 4 | 1.44% | 1.69% | 2.02% | Q2 2016 | Q1 2017 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Vestcor Inc | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2022 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q3 2019 | Q2 2020 | 4 |
Skaana Management L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Worth Venture Partners, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q1 2022 | 4 |
1st Global Advisors, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q2 2017 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CLINTON GROUP INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.37% | 1.03% | 1.36% | Q1 2020 | Q4 2020 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Carmignac Gestion | 4 | 4 | 1.03% | 1.23% | 1.42% | Q2 2020 | Q1 2021 | 4 |
GAMCO INVESTORS, INC. ET AL | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Soros Fund Management | 2 | 2 | 0.15% | 0.18% | 0.20% | Q1 2014 | Q3 2020 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
BARINGS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Newport Wealth Strategies, Inc. | 3 | 3 | 0.17% | 0.22% | 0.27% | Q4 2017 | Q2 2018 | 3 |
EII CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Adams Wealth Management | 2 | 1 | 0.00% | 0.74% | 1.14% | Q4 2019 | Q3 2020 | 3 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.48% | 0.58% | Q3 2014 | Q2 2019 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Investment Research & Advisory Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PITCAIRN CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
GLG INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.94% | 1.04% | 1.20% | Q4 2022 | Q3 2023 | 3 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.05% | 0.13% | 0.17% | Q2 2013 | Q4 2013 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
KLK CAPITAL MANAGEMENT LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q3 2021 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
BlueMar Capital Management, LLC | 3 | 3 | 4.10% | 6.18% | 7.43% | Q2 2015 | Q4 2015 | 3 |
Thomasville National Bank | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.10% | 0.14% | Q4 2015 | Q2 2020 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 3 |
State of Alaska, Department of Revenue | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 3 |
SHAPIRO ROBERT N | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 3 |
Achievement Holdings L.P. | 3 | 3 | 0.22% | 0.50% | 0.83% | Q1 2015 | Q3 2015 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Li Winifred I | 3 | 3 | 0.08% | 0.14% | 0.17% | Q2 2014 | Q4 2014 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Tanglewood Legacy Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Smart Portfolios, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q1 2019 | 3 |
BAILARD, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2014 | Q3 2015 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.09% | 0.21% | Q4 2018 | Q3 2021 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.13% | 0.17% | Q3 2021 | Q1 2022 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2022 | 3 |
MUNDER CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CANYON CAPITAL ADVISORS LLC | 3 | 3 | 0.59% | 0.72% | 0.84% | Q2 2013 | Q4 2013 | 3 |
Relative Value Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2014 | Q1 2015 | 3 |
Rappaport Reiches Capital Management, LLC | 3 | 3 | 0.12% | 0.15% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 2.37% | 2.50% | 2.60% | Q1 2023 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.08% | 0.15% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Starwood Real Estate Securities, LLC | 2 | 1 | 2.42% | 4.02% | 6.73% | Q2 2013 | Q2 2015 | 3 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.08% | 0.18% | 0.40% | Q1 2022 | Q3 2022 | 3 |
Frontier Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.22% | 0.23% | 0.23% | Q2 2016 | Q4 2016 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q2 2018 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
CIBC Asset Management Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Golden Green, Inc. | 3 | 3 | 0.21% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
OIKOS HOLDINGS LLC | 3 | 3 | 1.68% | 2.38% | 3.08% | Q4 2017 | Q2 2018 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
JHL Capital Group LLC | 3 | 3 | 1.86% | 2.65% | 3.51% | Q1 2018 | Q3 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Brenner West Capital Advisors | 3 | 3 | 1.68% | 2.64% | 3.57% | Q4 2014 | Q2 2015 | 3 |
Jump Financial, LLC | 2 | 1 | 0.03% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 3 |
ARES MANAGEMENT LLC | 3 | 3 | 0.01% | 0.12% | 0.24% | Q3 2016 | Q1 2017 | 3 |
SEI TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2018 | Q4 2018 | 3 |
WEALTHSOURCE PARTNERS, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
TAURUS ASSET MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.96% | 1.68% | Q2 2020 | Q3 2021 | 3 |
Gotham Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 3 |
Ada Investment Management, LP | 2 | 2 | 0.14% | 0.31% | 0.48% | Q2 2015 | Q3 2015 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GLG LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Sargent Investment Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Pinion Investment Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 2 |
Harvest Capital Strategies LLC | 2 | 2 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2013 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q1 2022 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.18% | 0.31% | Q1 2022 | Q4 2022 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
RUSH ISLAND MANAGEMENT, LP | 1 | 1 | 1.00% | 1.52% | 2.05% | Q2 2022 | Q1 2023 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 1.62% | 1.77% | 1.91% | Q2 2015 | Q3 2015 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
King Wealth Management Group | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
GRATIA CAPITAL, LLC | 2 | 2 | 0.77% | 1.12% | 1.48% | Q2 2015 | Q3 2015 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.14% | 0.24% | Q1 2018 | Q2 2019 | 2 |
GAM Holding AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Nantahala Capital Management | 2 | 2 | 0.37% | 0.59% | 0.80% | Q2 2023 | Q3 2023 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q1 2021 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2017 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
CastleKnight Management LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SPROTT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Zelman Capital LLC | 2 | 2 | 1.42% | 2.23% | 3.03% | Q4 2014 | Q1 2015 | 2 |
TBH Global Asset Management, LLC | 1 | 1 | 0.06% | 0.22% | 0.39% | Q4 2019 | Q1 2021 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.12% | 0.23% | Q1 2014 | Q2 2021 | 2 |
Monashee Investment Management LLC | 1 | 1 | 0.92% | 2.17% | 3.41% | Q4 2017 | Q2 2019 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Texas Capital Bank Wealth Management Services Inc | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Candriam S.C.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
APG Asset Management US Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q3 2013 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 2 | 2 | 0.63% | 0.90% | 1.18% | Q4 2013 | Q1 2014 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q3 2018 | Q4 2018 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.76% | 1.49% | 2.21% | Q1 2020 | Q2 2020 | 2 |
Kula Investments, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q4 2022 | Q1 2023 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
BALESTRA CAPITAL LTD. | 2 | 2 | 2.78% | 3.37% | 3.96% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 2.19% | 2.85% | 3.52% | Q2 2013 | Q3 2013 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Standard Family Office LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.28% | 0.31% | 0.35% | Q4 2022 | Q1 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
KENNICOTT CAPITAL MANAGEMENT LLC | 2 | 2 | 1.35% | 1.45% | 1.55% | Q2 2021 | Q3 2021 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.24% | 0.37% | 0.49% | Q2 2015 | Q3 2015 | 2 |
BERKLEY W R CORP | 2 | 2 | 1.44% | 1.96% | 2.48% | Q3 2014 | Q4 2014 | 2 |
RAIFF PARTNERS INC | 2 | 2 | 4.44% | 5.49% | 6.53% | Q2 2016 | Q3 2016 | 2 |
Chemistry Wealth Management LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 2 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Mesirow Institutional Investment Management, Inc. | 2 | 2 | 0.93% | 0.98% | 1.02% | Q4 2022 | Q1 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.81% | 0.85% | 0.90% | Q3 2020 | Q4 2020 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Stellar Capital Management, LLC | 2 | 2 | 0.90% | 1.28% | 1.67% | Q1 2020 | Q2 2020 | 2 |
Perennial Investment Partners LTD | 2 | 2 | 0.61% | 0.65% | 0.70% | Q2 2014 | Q3 2014 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Standard Investments LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2014 | Q3 2015 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 2 |
VERTEX ONE ASSET MANAGEMENT INC. | 2 | 2 | 0.26% | 0.29% | 0.31% | Q3 2014 | Q4 2014 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.19% | 0.32% | Q2 2013 | Q2 2015 | 2 |
Harbor Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Bridgewealth Advisory Group, LLC | 2 | 2 | 0.26% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2022 | Q3 2022 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
BOSTON PRIVATE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
1776 Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2020 | Q2 2020 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ADAR Investment Management LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Steamboat Capital Partners, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2020 | Q1 2020 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PA Capital LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2020 | Q1 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Price Capital Management, Inc. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2017 | Q4 2017 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Panning Capital Management, LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2015 | Q4 2015 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Argentus Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HGI Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q1 2016 | Q1 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EGERTON CAPITAL LTD | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Robotti & Company | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
22NW, LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2016 | Q4 2016 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hill Winds Capital LP | 1 | 1 | 3.46% | 3.46% | 3.46% | Q2 2020 | Q2 2020 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2016 | Q4 2016 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2015 | Q2 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Wellesley Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2017 | Q3 2017 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Anthion Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2013 | Q2 2013 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
One William Street Capital Management, L.P. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2018 | Q4 2018 | 1 |
Maryland State Retirement & Pension System | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2015 | Q2 2015 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2020 | Q2 2020 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CHAI TRUST CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2017 | Q4 2017 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Seawolf Capital, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2015 | Q2 2015 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Capital Research Global Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
InvenTrust Properties Corp. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2016 | Q3 2016 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ranger Global Real Estate Advisors, LLC | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2019 | Q2 2019 | 1 |
Elgethun Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Interval Partners, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Nair Vinay | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2015 | Q2 2015 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2020 | Q1 2020 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 1.83% | 1.83% | 1.83% | Q1 2014 | Q1 2014 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TCTC Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own BLACKSTONE MTG TR INC or have owned BLACKSTONE MTG TR INC in the past.