Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 23 | 0.00% | 0.33% | 1.04% | Q1 2018 | Q3 2023 | 69 |
D. E. Shaw & Co., Inc. | 23 | 23 | 0.01% | 0.28% | 0.95% | Q1 2018 | Q3 2023 | 69 |
GOLDMAN SACHS GROUP INC | 23 | 23 | 0.00% | 0.04% | 0.23% | Q1 2018 | Q3 2023 | 69 |
Citadel Advisors | 23 | 23 | 0.00% | 0.23% | 0.68% | Q1 2018 | Q3 2023 | 68 |
MILLENNIUM MANAGEMENT LLC | 23 | 23 | 0.00% | 0.05% | 0.39% | Q1 2018 | Q3 2023 | 67 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q3 2023 | 67 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 4 | 0.00% | 0.12% | 0.52% | Q1 2018 | Q3 2023 | 66 |
UBS Group AG | 23 | 23 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 17 | 5 | 0.00% | 0.24% | 0.98% | Q1 2018 | Q3 2023 | 64 |
TWO SIGMA SECURITIES, LLC | 23 | 23 | 0.00% | 0.15% | 0.90% | Q1 2018 | Q3 2023 | 64 |
Walleye Trading LLC | 23 | 23 | 0.00% | 0.05% | 0.19% | Q1 2018 | Q3 2023 | 64 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q3 2023 | 63 |
Parallax Volatility Advisers, L.P. | 23 | 23 | 0.00% | 0.19% | 0.86% | Q1 2018 | Q3 2023 | 62 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.17% | 0.72% | Q3 2018 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.15% | 0.60% | Q1 2018 | Q3 2023 | 57 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 57 |
JANE STREET GROUP, LLC | 23 | 23 | 0.01% | 0.13% | 0.57% | Q1 2018 | Q3 2023 | 57 |
BARCLAYS PLC | 23 | 23 | 0.00% | 0.06% | 0.24% | Q1 2018 | Q3 2023 | 56 |
CREDIT SUISSE AG/ | 23 | 23 | 0.00% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 55 |
CAPSTONE INVESTMENT ADVISORS, LLC | 20 | 1 | 0.00% | 0.06% | 0.36% | Q1 2018 | Q3 2023 | 53 |
Cutler Group LLC / CA | 16 | 5 | 0.00% | 0.04% | 0.27% | Q1 2018 | Q3 2023 | 53 |
Laurion Capital Management LP | 14 | 3 | 0.00% | 0.13% | 0.52% | Q1 2018 | Q3 2023 | 50 |
Invesco Ltd. | 23 | 23 | 0.00% | 0.22% | 0.56% | Q1 2018 | Q3 2023 | 41 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.08% | 0.62% | Q1 2018 | Q3 2023 | 39 |
Verition Fund Management LLC | 23 | 23 | 0.00% | 0.09% | 0.38% | Q1 2018 | Q3 2023 | 39 |
TWO SIGMA INVESTMENTS, LP | 8 | 2 | 0.01% | 0.09% | 0.58% | Q1 2018 | Q3 2023 | 37 |
Paloma Partners Management Co | 16 | 2 | 0.01% | 0.09% | 0.76% | Q1 2018 | Q3 2023 | 37 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.05% | 0.38% | Q1 2018 | Q3 2023 | 37 |
Centiva Capital, LP | 10 | 2 | 0.00% | 0.09% | 0.31% | Q4 2018 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.26% | 0.70% | Q1 2018 | Q3 2023 | 35 |
Twin Tree Management, LP | 18 | 18 | 0.00% | 0.10% | 0.58% | Q1 2018 | Q2 2022 | 35 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.07% | Q4 2015 | Q4 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.15% | 0.39% | 0.72% | Q1 2016 | Q4 2023 | 32 |
DeepCurrents Investment Group LLC | 20 | 20 | 0.03% | 0.48% | 1.47% | Q4 2018 | Q3 2023 | 32 |
Point72 Asset Management, L.P. | 23 | 23 | 0.00% | 0.34% | 1.41% | Q1 2018 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 23 | 23 | 0.00% | 0.09% | 0.35% | Q1 2018 | Q3 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.04% | 0.11% | Q1 2016 | Q3 2023 | 31 |
DLD Asset Management, LP | 11 | 4 | 0.01% | 0.35% | 1.17% | Q1 2019 | Q4 2022 | 31 |
Point72 Hong Kong Ltd | 9 | 1 | 0.01% | 0.25% | 1.67% | Q1 2018 | Q3 2022 | 30 |
XR Securities LLC | 11 | 8 | 0.02% | 0.12% | 0.35% | Q2 2018 | Q3 2023 | 30 |
Sculptor Capital LP | 9 | 1 | 0.01% | 0.92% | 3.37% | Q2 2018 | Q3 2023 | 29 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 29 |
Capula Management Ltd | 6 | 3 | 0.00% | 0.27% | 1.52% | Q3 2019 | Q3 2023 | 29 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.00% | 0.13% | 0.34% | Q1 2018 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.07% | 0.15% | Q1 2018 | Q3 2023 | 27 |
Creative Planning | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 26 |
HighTower Advisors, LLC | 23 | 23 | 0.00% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 26 |
BlackRock Inc. | 23 | 23 | 0.00% | 0.18% | 0.31% | Q1 2018 | Q3 2023 | 26 |
GUARDIAN CAPITAL LP | 21 | 21 | 0.00% | 0.11% | 0.36% | Q3 2018 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 23 | 23 | 0.02% | 0.06% | 0.34% | Q1 2018 | Q3 2023 | 25 |
CREDIT AGRICOLE S A | 23 | 23 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 25 |
Candriam S.C.A. | 23 | 23 | 0.01% | 0.17% | 0.61% | Q1 2018 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.10% | 0.19% | 0.26% | Q1 2018 | Q4 2023 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.01% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 24 |
GAM Holding AG | 23 | 23 | 0.00% | 0.29% | 0.63% | Q1 2018 | Q3 2023 | 24 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23 | 23 | 0.01% | 0.17% | 1.11% | Q1 2018 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 23 | 23 | 0.09% | 0.62% | 1.44% | Q1 2018 | Q3 2023 | 24 |
Diversified Trust Co | 24 | 24 | 0.01% | 0.12% | 0.31% | Q1 2018 | Q4 2023 | 24 |
APPLETON PARTNERS INC/MA | 24 | 24 | 0.13% | 0.29% | 0.59% | Q1 2018 | Q4 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 24 | 24 | 0.01% | 0.33% | 0.62% | Q1 2018 | Q4 2023 | 24 |
NATIXIS | 17 | 5 | 0.00% | 0.13% | 0.98% | Q1 2018 | Q3 2023 | 24 |
FULTON BANK, N.A. | 24 | 24 | 0.05% | 0.11% | 0.21% | Q1 2018 | Q4 2023 | 24 |
EVERENCE CAPITAL MANAGEMENT INC | 23 | 23 | 0.14% | 0.27% | 0.47% | Q1 2018 | Q3 2023 | 23 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 23 | 23 | 0.10% | 0.24% | 0.37% | Q1 2018 | Q3 2023 | 23 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 23 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.04% | 0.18% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Capital International, Inc./CA/ | 23 | 23 | 0.18% | 0.38% | 0.65% | Q1 2018 | Q3 2023 | 23 |
BENDER ROBERT & ASSOCIATES | 23 | 23 | 1.40% | 1.94% | 3.06% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.00% | 0.09% | 0.75% | Q1 2018 | Q3 2023 | 23 |
SENTRY INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.21% | 0.34% | 0.61% | Q1 2018 | Q3 2023 | 23 |
Capital International Sarl | 23 | 23 | 0.17% | 0.60% | 1.33% | Q1 2018 | Q3 2023 | 23 |
CAPITAL INTERNATIONAL LTD /CA/ | 23 | 23 | 0.32% | 1.06% | 1.73% | Q1 2018 | Q3 2023 | 23 |
FACTORY MUTUAL INSURANCE CO | 23 | 23 | 0.18% | 0.49% | 0.85% | Q1 2018 | Q3 2023 | 23 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.06% | 0.15% | 0.59% | Q1 2018 | Q3 2023 | 23 |
Asset Management One Co., Ltd. | 23 | 23 | 0.17% | 0.24% | 0.38% | Q1 2018 | Q3 2023 | 23 |
DAVENPORT & Co LLC | 23 | 23 | 0.00% | 0.11% | 0.43% | Q1 2018 | Q3 2023 | 23 |
BOURNE LENT ASSET MANAGEMENT INC | 23 | 23 | 0.68% | 1.69% | 2.62% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Baltimore-Washington Financial Advisors, Inc. | 23 | 23 | 0.70% | 1.20% | 1.96% | Q1 2018 | Q3 2023 | 23 |
FLOSSBACH VON STORCH AG | 23 | 23 | 0.00% | 1.08% | 4.34% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 23 | 23 | 0.02% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Arizona State Retirement System | 23 | 23 | 0.17% | 0.22% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Addenda Capital Inc. | 23 | 23 | 0.32% | 0.47% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Thomasville National Bank | 23 | 23 | 1.68% | 2.25% | 3.34% | Q1 2018 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 23 | 23 | 0.14% | 0.39% | 1.96% | Q1 2018 | Q3 2023 | 23 |
Covey Capital Advisors, LLC | 23 | 23 | 2.46% | 3.85% | 6.29% | Q1 2018 | Q3 2023 | 23 |
Private Advisor Group, LLC | 23 | 23 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
MARTINGALE ASSET MANAGEMENT L P | 23 | 23 | 0.16% | 0.35% | 0.53% | Q1 2018 | Q3 2023 | 23 |
INVESTMENT HOUSE LLC | 23 | 23 | 0.18% | 0.63% | 1.33% | Q1 2018 | Q3 2023 | 23 |
Cerity Partners LLC | 23 | 23 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.12% | 0.29% | 0.50% | Q1 2018 | Q3 2023 | 23 |
FDx Advisors, Inc. | 23 | 23 | 0.02% | 0.13% | 0.65% | Q1 2018 | Q3 2023 | 23 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 23 | 23 | 0.01% | 0.29% | 0.72% | Q1 2018 | Q3 2023 | 23 |
ROBERTS GLORE & CO INC /IL/ | 23 | 23 | 0.33% | 0.47% | 0.67% | Q1 2018 | Q3 2023 | 23 |
SHELTON CAPITAL MANAGEMENT | 23 | 23 | 0.02% | 0.42% | 0.68% | Q1 2018 | Q3 2023 | 23 |
NATIXIS ADVISORS, L.P. | 23 | 23 | 0.11% | 0.17% | 0.32% | Q1 2018 | Q3 2023 | 23 |
PARSONS CAPITAL MANAGEMENT INC/RI | 23 | 23 | 0.17% | 0.23% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Smithfield Trust Co | 23 | 23 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 23 | 23 | 0.00% | 0.05% | 0.21% | Q1 2018 | Q3 2023 | 23 |
CCM INVESTMENT ADVISERS LLC | 23 | 23 | 1.07% | 1.61% | 2.29% | Q1 2018 | Q3 2023 | 23 |
VONTOBEL ASSET MANAGEMENT INC | 23 | 23 | 1.44% | 2.43% | 3.56% | Q1 2018 | Q3 2023 | 23 |
FINANCIAL COUNSELORS INC | 23 | 23 | 0.22% | 0.33% | 0.55% | Q1 2018 | Q3 2023 | 23 |
CIBC Asset Management Inc | 23 | 23 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23 | 23 | 0.04% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 23 | 23 | 0.01% | 0.06% | 0.23% | Q1 2018 | Q3 2023 | 23 |
HARTFORD INVESTMENT MANAGEMENT CO | 23 | 23 | 0.17% | 0.27% | 0.40% | Q1 2018 | Q3 2023 | 23 |
VANGUARD GROUP INC | 23 | 23 | 0.15% | 0.21% | 0.31% | Q1 2018 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.04% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 23 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 23 | 23 | 0.12% | 0.15% | 0.20% | Q1 2018 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.01% | 0.07% | 0.36% | Q1 2018 | Q3 2023 | 23 |
FUKOKU MUTUAL LIFE INSURANCE Co | 23 | 23 | 0.04% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
AMALGAMATED BANK | 23 | 23 | 0.17% | 0.25% | 0.40% | Q1 2018 | Q3 2023 | 23 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 23 | 23 | 0.15% | 0.27% | 0.42% | Q1 2018 | Q3 2023 | 23 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 23 | 23 | 4.28% | 7.66% | 12.44% | Q1 2018 | Q3 2023 | 23 |
INTRUST BANK NA | 23 | 23 | 0.14% | 0.22% | 0.40% | Q1 2018 | Q3 2023 | 23 |
PITTENGER & ANDERSON INC | 23 | 23 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 23 |
SECURIAN ASSET MANAGEMENT, INC | 23 | 23 | 0.14% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 23 | 23 | 0.13% | 0.18% | 0.32% | Q1 2018 | Q3 2023 | 23 |
EADS & HEALD WEALTH MANAGEMENT | 23 | 23 | 0.60% | 0.83% | 1.33% | Q1 2018 | Q3 2023 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 23 | 23 | 0.01% | 0.17% | 1.04% | Q1 2018 | Q3 2023 | 23 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 23 | 23 | 0.04% | 0.11% | 0.26% | Q1 2018 | Q3 2023 | 23 |
SCHWARTZ INVESTMENT COUNSEL INC | 23 | 23 | 0.34% | 1.15% | 2.58% | Q1 2018 | Q3 2023 | 23 |
ING GROEP NV | 23 | 23 | 0.01% | 0.16% | 0.49% | Q1 2018 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 23 | 23 | 0.06% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
MAI Capital Management | 23 | 23 | 0.17% | 0.37% | 1.56% | Q1 2018 | Q3 2023 | 23 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 23 | 0.27% | 0.40% | 0.64% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.02% | 0.17% | 0.52% | Q1 2018 | Q3 2023 | 23 |
PEAPACK GLADSTONE FINANCIAL CORP | 23 | 23 | 0.01% | 0.19% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Par Capital Management | 23 | 23 | 3.15% | 9.01% | 19.34% | Q1 2018 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 23 | 0.01% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 23 |
BESSEMER GROUP INC | 23 | 23 | 0.00% | 0.49% | 1.99% | Q1 2018 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 23 | 23 | 0.03% | 0.06% | 0.16% | Q1 2018 | Q3 2023 | 23 |
WELCH & FORBES LLC | 23 | 23 | 0.29% | 0.47% | 0.74% | Q1 2018 | Q3 2023 | 23 |
NOMURA ASSET MANAGEMENT CO LTD | 23 | 23 | 0.12% | 0.26% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Ameritas Investment Partners, Inc. | 23 | 23 | 0.10% | 0.13% | 0.19% | Q1 2018 | Q3 2023 | 23 |
TD ASSET MANAGEMENT INC | 23 | 23 | 0.16% | 0.24% | 0.36% | Q1 2018 | Q3 2023 | 23 |
FEDERATED HERMES, INC. | 23 | 23 | 0.00% | 0.03% | 0.22% | Q1 2018 | Q3 2023 | 23 |
AXA S.A. | 23 | 23 | 0.19% | 0.33% | 0.53% | Q1 2018 | Q3 2023 | 23 |
CIBC WORLD MARKETS CORP | 23 | 23 | 0.03% | 0.15% | 0.32% | Q1 2018 | Q3 2023 | 23 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23 | 23 | 0.13% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
WASHINGTON TRUST Co | 23 | 23 | 0.03% | 0.61% | 1.18% | Q1 2018 | Q3 2023 | 23 |
BIRINYI ASSOCIATES INC | 23 | 23 | 2.05% | 3.06% | 5.36% | Q1 2018 | Q3 2023 | 23 |
D.A. DAVIDSON & CO. | 23 | 23 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 23 | 23 | 0.05% | 0.31% | 0.55% | Q1 2018 | Q3 2023 | 23 |
PANAGORA ASSET MANAGEMENT INC | 23 | 23 | 0.02% | 0.29% | 0.95% | Q1 2018 | Q3 2023 | 23 |
COLONY GROUP LLC | 23 | 23 | 0.02% | 0.25% | 0.59% | Q1 2018 | Q3 2023 | 23 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23 | 23 | 0.19% | 0.25% | 0.35% | Q1 2018 | Q3 2023 | 23 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 23 | 23 | 0.08% | 0.18% | 0.40% | Q1 2018 | Q3 2023 | 23 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 23 | 23 | 0.18% | 0.25% | 0.37% | Q1 2018 | Q3 2023 | 23 |
UBS ASSET MANAGEMENT AMERICAS INC | 23 | 23 | 0.14% | 0.22% | 0.31% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 23 | 23 | 0.07% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.06% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 23 |
STATE OF WISCONSIN INVESTMENT BOARD | 23 | 23 | 0.14% | 0.20% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Fisher Asset Management, LLC | 23 | 23 | 0.00% | 0.08% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Clearstead Advisors, LLC | 23 | 23 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 23 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 23 | 0.20% | 1.11% | 2.10% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES TRUST N.A. | 23 | 23 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q3 2023 | 23 |
KEYBANK NATIONAL ASSOCIATION/OH | 23 | 23 | 0.13% | 0.27% | 0.40% | Q1 2018 | Q3 2023 | 23 |
STRS OHIO | 23 | 23 | 0.13% | 0.26% | 0.54% | Q1 2018 | Q3 2023 | 23 |
MARSHALL & SULLIVAN INC /WA/ | 23 | 23 | 0.14% | 2.01% | 2.94% | Q1 2018 | Q3 2023 | 23 |
ALTA CAPITAL MANAGEMENT LLC/ | 23 | 23 | 2.76% | 3.98% | 5.54% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.11% | 0.21% | 0.41% | Q1 2018 | Q3 2023 | 23 |
JONES FINANCIAL COMPANIES LLLP | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
HARRIS ASSOCIATES L P | 23 | 23 | 0.07% | 1.94% | 3.14% | Q1 2018 | Q3 2023 | 23 |
Capital Investment Services of America, Inc. | 23 | 23 | 1.27% | 1.79% | 2.33% | Q1 2018 | Q3 2023 | 23 |
EARNEST PARTNERS LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NEW YORK STATE COMMON RETIREMENT FUND | 23 | 23 | 0.22% | 0.27% | 0.38% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 23 | 23 | 0.02% | 0.20% | 0.74% | Q1 2018 | Q3 2023 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 23 | 23 | 0.30% | 0.68% | 2.04% | Q1 2018 | Q3 2023 | 23 |
CONNING INC. | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 23 | 23 | 0.10% | 0.22% | 0.52% | Q1 2018 | Q3 2023 | 23 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 23 | 23 | 0.07% | 0.22% | 0.39% | Q1 2018 | Q3 2023 | 23 |
SIT INVESTMENT ASSOCIATES INC | 23 | 23 | 0.02% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 23 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ALLIANCEBERNSTEIN L.P. | 23 | 23 | 0.11% | 0.40% | 0.96% | Q1 2018 | Q3 2023 | 23 |
Legal & General Group Plc | 23 | 23 | 0.17% | 0.24% | 0.35% | Q1 2018 | Q3 2023 | 23 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 23 | 23 | 0.13% | 0.25% | 0.52% | Q1 2018 | Q3 2023 | 23 |
GATEWAY INVESTMENT ADVISERS LLC | 23 | 23 | 0.07% | 0.37% | 0.50% | Q1 2018 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 23 | 23 | 0.03% | 0.14% | 0.22% | Q1 2018 | Q3 2023 | 23 |
RHUMBLINE ADVISERS | 23 | 23 | 0.18% | 0.25% | 0.36% | Q1 2018 | Q3 2023 | 23 |
TOMPKINS FINANCIAL CORP | 13 | 10 | 0.02% | 0.07% | 0.13% | Q1 2018 | Q4 2023 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 23 | 23 | 0.27% | 0.33% | 0.45% | Q1 2018 | Q3 2023 | 23 |
Bank Pictet & Cie (Europe) AG | 23 | 23 | 0.06% | 0.36% | 0.66% | Q1 2018 | Q3 2023 | 23 |
JARISLOWSKY, FRASER Ltd | 23 | 23 | 0.24% | 0.50% | 0.75% | Q1 2018 | Q3 2023 | 23 |
HANCOCK WHITNEY CORP | 23 | 23 | 0.01% | 0.13% | 0.65% | Q1 2018 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 23 | 23 | 0.00% | 0.15% | 0.42% | Q1 2018 | Q3 2023 | 23 |
PRINCIPAL FINANCIAL GROUP INC | 23 | 23 | 0.06% | 0.13% | 0.27% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
MOGY JOEL R INVESTMENT COUNSEL INC | 23 | 23 | 0.14% | 0.19% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Zurich Insurance Group Ltd/FI | 23 | 23 | 0.29% | 0.79% | 1.83% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.15% | 0.21% | 0.30% | Q1 2018 | Q3 2023 | 23 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 23 | 0.05% | 0.27% | 0.95% | Q1 2018 | Q3 2023 | 23 |
WELLS FARGO & COMPANY/MN | 23 | 23 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
PROFUND ADVISORS LLC | 23 | 23 | 0.29% | 0.35% | 0.51% | Q1 2018 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.08% | 0.29% | Q1 2018 | Q3 2023 | 23 |
TORONTO DOMINION BANK | 23 | 23 | 0.03% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 23 |
WESTPAC BANKING CORP | 23 | 23 | 0.17% | 0.30% | 0.77% | Q1 2018 | Q3 2023 | 23 |
ARROW FINANCIAL CORP | 23 | 23 | 0.01% | 0.13% | 0.42% | Q1 2018 | Q3 2023 | 23 |
FIRST FINANCIAL CORP /IN/ | 23 | 23 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
1832 Asset Management L.P. | 23 | 23 | 0.02% | 0.23% | 0.41% | Q1 2018 | Q3 2023 | 23 |
TRUST CO OF VERMONT | 23 | 23 | 0.35% | 0.59% | 0.84% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.02% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 23 | 23 | 0.10% | 0.24% | 0.43% | Q1 2018 | Q3 2023 | 23 |
WHITTIER TRUST CO | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.06% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 23 |
AVIVA PLC | 23 | 23 | 0.13% | 0.19% | 0.34% | Q1 2018 | Q3 2023 | 23 |
LINCOLN NATIONAL CORP | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
WEDBUSH SECURITIES INC | 23 | 23 | 0.06% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 23 |
AMERICAN INTERNATIONAL GROUP, INC. | 23 | 23 | 0.12% | 0.17% | 0.28% | Q1 2018 | Q3 2023 | 23 |
Meiji Yasuda Life Insurance Co | 23 | 23 | 0.03% | 0.18% | 0.60% | Q1 2018 | Q3 2023 | 23 |
CIGNA INVESTMENTS INC /NEW | 23 | 23 | 0.18% | 0.23% | 0.28% | Q1 2018 | Q3 2023 | 23 |
HUNTINGTON NATIONAL BANK | 23 | 23 | 0.01% | 0.19% | 0.64% | Q1 2018 | Q3 2023 | 23 |
SPINNAKER TRUST | 23 | 23 | 0.03% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
CENTRAL TRUST Co | 23 | 23 | 0.02% | 0.14% | 0.35% | Q1 2018 | Q3 2023 | 23 |
HOLLENCREST CAPITAL MANAGEMENT | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 23 | 23 | 0.35% | 0.48% | 0.59% | Q1 2018 | Q3 2023 | 23 |
GREENLEAF TRUST | 23 | 23 | 0.10% | 0.15% | 0.22% | Q1 2018 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 23 | 23 | 0.02% | 0.21% | 0.38% | Q1 2018 | Q3 2023 | 23 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 23 | 23 | 0.13% | 0.22% | 0.32% | Q1 2018 | Q3 2023 | 23 |
FIRST NATIONAL BANK OF OMAHA | 23 | 23 | 0.60% | 0.72% | 0.86% | Q1 2018 | Q3 2023 | 23 |
M&T BANK CORP | 23 | 23 | 0.10% | 0.15% | 0.21% | Q1 2018 | Q3 2023 | 23 |
US BANCORP \DE\ | 23 | 23 | 0.09% | 0.16% | 0.31% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.03% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 23 |
FIDUCIARY TRUST CO | 23 | 23 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.04% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
SEI INVESTMENTS CO | 23 | 23 | 0.10% | 0.16% | 0.39% | Q1 2018 | Q3 2023 | 23 |
FIL Ltd | 23 | 23 | 0.12% | 0.33% | 0.69% | Q1 2018 | Q3 2023 | 23 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 23 | 23 | 0.05% | 0.16% | 0.95% | Q1 2018 | Q3 2023 | 23 |
AQR Arbitrage LLC | 23 | 23 | 0.01% | 0.29% | 0.77% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 23 | 23 | 0.13% | 0.20% | 0.33% | Q1 2018 | Q3 2023 | 23 |
AQR Capital Management | 23 | 23 | 0.05% | 0.33% | 0.72% | Q1 2018 | Q3 2023 | 23 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 23 | 23 | 0.28% | 0.34% | 0.42% | Q1 2018 | Q3 2023 | 23 |
PITCAIRN CO | 23 | 23 | 0.08% | 0.21% | 0.47% | Q1 2018 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 23 | 0.02% | 0.24% | 0.54% | Q1 2018 | Q3 2023 | 23 |
DOCK STREET ASSET MANAGEMENT INC | 23 | 23 | 1.07% | 2.81% | 5.80% | Q1 2018 | Q3 2023 | 23 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 23 | 23 | 0.20% | 0.28% | 0.42% | Q1 2018 | Q3 2023 | 23 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.37% | 1.15% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
HOLDERNESS INVESTMENTS CO | 23 | 23 | 0.22% | 0.32% | 0.42% | Q1 2018 | Q3 2023 | 23 |
LAZARD ASSET MANAGEMENT LLC | 23 | 23 | 0.00% | 0.04% | 0.24% | Q1 2018 | Q3 2023 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.11% | 0.24% | 0.61% | Q1 2018 | Q3 2023 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.17% | 0.26% | 0.40% | Q1 2018 | Q3 2023 | 23 |
NORDEA INVESTMENT MANAGEMENT AB | 23 | 23 | 0.01% | 0.12% | 0.44% | Q1 2018 | Q3 2023 | 23 |
TEXAS PERMANENT SCHOOL FUND CORP | 23 | 23 | 0.15% | 0.22% | 0.35% | Q1 2018 | Q3 2023 | 23 |
DODGE & COX | 23 | 23 | 1.03% | 1.63% | 2.49% | Q1 2018 | Q3 2023 | 23 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 23 | 23 | 0.50% | 0.96% | 1.84% | Q1 2018 | Q3 2023 | 23 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 23 | 23 | 0.04% | 0.19% | 0.37% | Q1 2018 | Q3 2023 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Hilltop Holdings Inc. | 23 | 23 | 0.12% | 0.16% | 0.22% | Q1 2018 | Q3 2023 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.03% | 0.71% | 1.68% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.03% | 0.46% | 0.86% | Q1 2018 | Q3 2023 | 23 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 23 | 23 | 1.29% | 2.07% | 3.61% | Q1 2018 | Q3 2023 | 23 |
FIRST NATIONAL TRUST CO | 23 | 23 | 0.28% | 0.35% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 23 | 23 | 0.07% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 23 |
SUMMITRY LLC | 23 | 23 | 0.02% | 2.11% | 3.90% | Q1 2018 | Q3 2023 | 23 |
REGIONS FINANCIAL CORP | 23 | 23 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 23 | 23 | 0.12% | 0.21% | 0.36% | Q1 2018 | Q3 2023 | 23 |
CANADA PENSION PLAN INVESTMENT BOARD | 23 | 23 | 0.05% | 0.30% | 0.67% | Q1 2018 | Q3 2023 | 23 |
Advisors Asset Management, Inc. | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
THOMPSON SIEGEL & WALMSLEY LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
ProVise Management Group, LLC | 23 | 23 | 0.21% | 0.38% | 0.82% | Q1 2018 | Q3 2023 | 23 |
BURNEY CO/ | 23 | 23 | 0.26% | 0.41% | 0.61% | Q1 2018 | Q3 2023 | 23 |
Kingsview Wealth Management, LLC | 16 | 6 | 0.00% | 0.11% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Linscomb & Williams, Inc. | 23 | 23 | 0.07% | 0.12% | 0.21% | Q1 2018 | Q3 2023 | 23 |
SG Americas Securities, LLC | 23 | 23 | 0.01% | 0.08% | 0.22% | Q1 2018 | Q3 2023 | 23 |
PRIO WEALTH LIMITED PARTNERSHIP | 23 | 23 | 0.04% | 0.76% | 2.23% | Q1 2018 | Q3 2023 | 23 |
Stonehage Fleming Financial Services Holdings Ltd | 23 | 23 | 0.04% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Calamos Advisors LLC | 23 | 23 | 0.06% | 0.15% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Saturna Capital CORP | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
MARSHALL WACE, LLP | 15 | 1 | 0.00% | 0.08% | 0.56% | Q4 2017 | Q3 2023 | 23 |
COHEN LAWRENCE B | 23 | 23 | 1.42% | 1.97% | 2.53% | Q1 2018 | Q3 2023 | 23 |
Bragg Financial Advisors, Inc | 23 | 23 | 0.49% | 0.56% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
RMB Capital Management, LLC | 23 | 23 | 0.47% | 1.02% | 1.40% | Q1 2018 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.01% | 0.13% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.20% | 0.28% | 0.42% | Q1 2018 | Q3 2023 | 23 |
BROWN ADVISORY INC | 23 | 23 | 0.41% | 0.90% | 1.99% | Q1 2018 | Q3 2023 | 23 |
ClearBridge Investments | 23 | 23 | 0.00% | 0.16% | 0.42% | Q1 2018 | Q3 2023 | 23 |
Rathbones Group PLC | 23 | 23 | 0.03% | 0.43% | 1.01% | Q1 2018 | Q3 2023 | 23 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 23 | 23 | 0.20% | 0.26% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.18% | 0.45% | 0.92% | Q1 2018 | Q3 2023 | 23 |
Progressive Investment Management Corp | 23 | 23 | 1.64% | 2.13% | 3.03% | Q1 2018 | Q3 2023 | 23 |
ProShare Advisors LLC | 23 | 23 | 0.24% | 0.33% | 0.46% | Q1 2018 | Q3 2023 | 23 |
BRIGHTON JONES LLC | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 0.41% | 0.74% | 1.84% | Q1 2018 | Q3 2023 | 23 |
BANK OF NOVA SCOTIA | 23 | 23 | 0.02% | 0.09% | 0.39% | Q1 2018 | Q3 2023 | 23 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 23 | 23 | 0.21% | 0.67% | 3.27% | Q1 2018 | Q3 2023 | 23 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 23 | 23 | 0.11% | 0.20% | 0.43% | Q1 2018 | Q3 2023 | 23 |
State of Alaska, Department of Revenue | 23 | 23 | 0.14% | 0.20% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 23 | 23 | 0.19% | 0.38% | 0.66% | Q1 2018 | Q3 2023 | 23 |
Ballentine Partners, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
GUARDCAP ASSET MANAGEMENT Ltd | 23 | 23 | 7.20% | 9.09% | 12.83% | Q1 2018 | Q3 2023 | 23 |
HBK Sorce Advisory LLC | 23 | 23 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
New Potomac Partners, LLC | 23 | 23 | 1.32% | 1.70% | 2.23% | Q1 2018 | Q3 2023 | 23 |
MayTech Global Investments, LLC | 23 | 23 | 1.41% | 2.80% | 4.69% | Q1 2018 | Q3 2023 | 23 |
SUMITOMO LIFE INSURANCE CO | 23 | 23 | 0.05% | 0.19% | 0.41% | Q1 2018 | Q3 2023 | 23 |
Ensemble Capital Management | 23 | 23 | 3.48% | 6.16% | 8.53% | Q1 2018 | Q3 2023 | 23 |
West Oak Capital, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 23 | 0.00% | 0.24% | 1.28% | Q1 2018 | Q3 2023 | 23 |
Murphy, Middleton, Hinkle & Parker, Inc. | 23 | 23 | 0.17% | 0.20% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Stockman Wealth Management, Inc. | 23 | 23 | 0.07% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Rafferty Asset Management, LLC | 23 | 23 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.17% | 0.34% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Manchester Capital Management LLC | 23 | 23 | 0.01% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Qube Research & Technologies Ltd | 11 | 2 | 0.00% | 0.24% | 0.66% | Q2 2018 | Q3 2023 | 23 |
Penobscot Investment Management Company, Inc. | 23 | 23 | 0.05% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Callahan Advisors, LLC | 23 | 23 | 0.38% | 1.08% | 2.23% | Q1 2018 | Q3 2023 | 23 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 23 | 23 | 0.03% | 0.13% | 0.44% | Q1 2018 | Q3 2023 | 23 |
COMMERCE BANK | 23 | 23 | 0.03% | 0.12% | 0.45% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 23 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Boston Common Asset Management, LLC | 23 | 23 | 0.18% | 0.48% | 0.97% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 23 |
KBC Group NV | 23 | 23 | 0.24% | 0.53% | 0.76% | Q1 2018 | Q3 2023 | 23 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 23 | 23 | 0.14% | 0.28% | 0.60% | Q1 2018 | Q3 2023 | 23 |
Valeo Financial Advisors, LLC | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 23 | 23 | 0.00% | 0.39% | 0.82% | Q1 2018 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 23 | 0.02% | 0.08% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Ninety One UK Ltd | 23 | 23 | 2.11% | 2.86% | 3.92% | Q1 2018 | Q3 2023 | 23 |
MACQUARIE GROUP LTD | 23 | 23 | 0.02% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 23 |
Robeco Institutional Asset Management B.V. | 23 | 23 | 0.14% | 0.30% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
PUTNAM INVESTMENTS LLC | 23 | 23 | 0.02% | 0.28% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Capital World Investors | 23 | 23 | 0.01% | 0.45% | 1.12% | Q1 2018 | Q3 2023 | 23 |
Birch Hill Investment Advisors LLC | 23 | 23 | 0.03% | 0.85% | 2.68% | Q1 2018 | Q3 2023 | 23 |
Voya Financial Advisors, Inc. | 23 | 23 | 0.21% | 0.31% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Bogart Wealth, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Morse Asset Management, Inc | 23 | 23 | 0.14% | 0.65% | 1.60% | Q1 2018 | Q3 2023 | 23 |
Crestwood Advisors Group, LLC | 23 | 23 | 0.73% | 1.11% | 1.65% | Q1 2018 | Q3 2023 | 23 |
Portland Hill Asset Management Ltd | 23 | 23 | 2.03% | 3.46% | 6.37% | Q1 2018 | Q3 2023 | 23 |
IFM Investors Pty Ltd | 23 | 23 | 0.21% | 0.30% | 0.45% | Q1 2018 | Q3 2023 | 23 |
Dai-ichi Life Insurance Company, Ltd | 23 | 23 | 0.08% | 0.14% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Strategic Financial Services, Inc, | 23 | 23 | 0.11% | 0.40% | 0.83% | Q1 2018 | Q3 2023 | 23 |
APG Asset Management N.V. | 23 | 23 | 0.11% | 0.26% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Korea Investment CORP | 23 | 23 | 0.09% | 0.20% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Tributary Capital Management, LLC | 23 | 23 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 23 | 23 | 0.18% | 0.34% | 0.71% | Q1 2018 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Ancora Advisors LLC | 23 | 23 | 0.10% | 0.15% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.02% | 0.09% | 0.24% | Q1 2018 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.08% | 0.28% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Russell Investments Group, Ltd. | 23 | 23 | 0.08% | 0.21% | 0.42% | Q1 2018 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Parallel Advisors, LLC | 23 | 23 | 0.03% | 0.09% | 0.32% | Q1 2018 | Q3 2023 | 23 |
Harbour Capital Advisors, LLC | 12 | 11 | 0.58% | 0.70% | 0.94% | Q1 2018 | Q4 2023 | 23 |
Transform Wealth, LLC | 23 | 23 | 0.04% | 0.08% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Parkside Financial Bank & Trust | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Nicholas Hoffman & Company, LLC. | 23 | 23 | 0.01% | 0.12% | 0.32% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Sandy Spring Bank | 23 | 23 | 0.00% | 0.10% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Chevy Chase Trust Holdings, LLC | 23 | 23 | 0.17% | 0.25% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Mitsubishi UFJ Trust & Banking Corp | 23 | 23 | 0.15% | 0.24% | 0.37% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 23 | 23 | 0.04% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Alberta Investment Management Corp | 23 | 23 | 0.06% | 0.25% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Bristlecone Advisors, LLC | 23 | 23 | 0.19% | 0.37% | 0.63% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 23 | 23 | 0.01% | 0.13% | 0.28% | Q1 2018 | Q3 2023 | 23 |
BROWN BROTHERS HARRIMAN & CO | 23 | 23 | 0.00% | 1.22% | 2.52% | Q1 2018 | Q3 2023 | 23 |
Mitsubishi UFJ Asset Management Co., Ltd. | 23 | 23 | 0.14% | 0.22% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Sheaff Brock Investment Advisors, LLC | 23 | 23 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Sumitomo Mitsui Trust Holdings, Inc. | 23 | 23 | 0.18% | 0.25% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.04% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Morningstar Investment Services LLC | 23 | 23 | 1.36% | 1.80% | 2.30% | Q1 2018 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Savant Capital, LLC | 23 | 23 | 0.02% | 0.06% | 0.15% | Q1 2018 | Q3 2023 | 23 |
NS Partners Ltd | 23 | 23 | 0.60% | 0.84% | 1.16% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
Hosking Partners LLP | 23 | 23 | 1.85% | 2.22% | 2.59% | Q1 2018 | Q3 2023 | 23 |
RIVER GLOBAL INVESTORS LLP | 23 | 23 | 0.31% | 2.49% | 7.30% | Q1 2018 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 23 | 23 | 0.00% | 0.06% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.02% | 0.09% | 0.30% | Q1 2018 | Q3 2023 | 23 |
Meiji Yasuda Asset Management Co Ltd. | 23 | 23 | 0.26% | 0.47% | 0.64% | Q1 2018 | Q3 2023 | 23 |
Ninety One SA (PTY) Ltd | 23 | 23 | 0.52% | 1.52% | 5.77% | Q1 2018 | Q3 2023 | 23 |
Fiduciary Group LLC | 23 | 23 | 0.03% | 0.79% | 1.02% | Q1 2018 | Q3 2023 | 23 |
Norinchukin Bank, The | 23 | 23 | 0.10% | 0.17% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Roble, Belko & Company, Inc | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 23 | 23 | 0.03% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 23 | 23 | 0.04% | 0.33% | 1.16% | Q1 2018 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Elgethun Capital Management | 23 | 23 | 0.10% | 0.14% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.44% | 1.44% | Q1 2018 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 23 | 23 | 0.01% | 0.26% | 0.87% | Q1 2018 | Q3 2023 | 23 |
C Partners Holding GmbH | 23 | 23 | 1.31% | 5.83% | 11.61% | Q1 2018 | Q3 2023 | 23 |
Martin Investment Management, LLC | 23 | 23 | 1.30% | 2.52% | 4.58% | Q1 2018 | Q3 2023 | 23 |
Ninety One North America, Inc. | 23 | 23 | 0.62% | 3.69% | 5.83% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
AFT, FORSYTH & COMPANY, INC. | 23 | 23 | 0.20% | 0.42% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Bray Capital Advisors | 23 | 23 | 0.07% | 0.86% | 1.86% | Q1 2018 | Q3 2023 | 23 |
NISA INVESTMENT ADVISORS, LLC | 23 | 23 | 0.22% | 0.31% | 0.41% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 23 | 23 | 0.04% | 0.11% | 0.31% | Q1 2018 | Q3 2023 | 23 |
NIXON PEABODY TRUST CO | 23 | 23 | 1.42% | 1.98% | 2.56% | Q1 2018 | Q3 2023 | 23 |
SVB WEALTH LLC | 23 | 23 | 0.02% | 0.07% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Perkins Coie Trust Co | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Quantum Capital Management, LLC / NJ | 23 | 23 | 1.50% | 5.45% | 10.72% | Q1 2018 | Q3 2023 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Rosenbaum Jay D. | 23 | 23 | 1.70% | 2.10% | 2.74% | Q1 2018 | Q3 2023 | 23 |
STATE STREET CORP | 23 | 23 | 0.16% | 0.23% | 0.33% | Q1 2018 | Q3 2023 | 23 |
Pacer Advisors, Inc. | 23 | 23 | 0.00% | 0.29% | 1.22% | Q1 2018 | Q3 2023 | 23 |
BNP Paribas Asset Management Holding S.A. | 23 | 23 | 0.19% | 0.62% | 1.23% | Q1 2018 | Q3 2023 | 23 |
Compagnie Lombard Odier SCmA | 23 | 23 | 0.29% | 0.40% | 0.58% | Q1 2018 | Q3 2023 | 23 |
Nuveen Asset Management, LLC | 23 | 23 | 0.11% | 0.34% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
PARUS FINANCE (UK) Ltd | 23 | 23 | 0.77% | 2.09% | 6.95% | Q1 2018 | Q3 2023 | 23 |
Caprock Group, LLC | 23 | 23 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Richard Bernstein Advisors LLC | 23 | 23 | 0.04% | 0.09% | 0.21% | Q1 2018 | Q3 2023 | 23 |
PineBridge Investments, L.P. | 23 | 23 | 0.02% | 0.34% | 0.60% | Q1 2018 | Q3 2023 | 23 |
National Pension Service | 23 | 23 | 0.21% | 0.29% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Motley Fool Wealth Management, LLC | 23 | 23 | 1.76% | 2.66% | 4.13% | Q1 2018 | Q3 2023 | 23 |
EagleClaw Capital Managment, LLC | 23 | 23 | 0.82% | 1.27% | 1.74% | Q1 2018 | Q3 2023 | 23 |
Moors & Cabot, Inc. | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 23 | 23 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Troy Asset Management Ltd | 23 | 23 | 0.14% | 0.40% | 0.86% | Q1 2018 | Q3 2023 | 23 |
BANQUE PICTET & CIE SA | 23 | 23 | 0.13% | 0.31% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Atria Investments, Inc | 23 | 23 | 0.06% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 23 |
Magellan Asset Management Ltd | 23 | 23 | 0.00% | 0.14% | 0.77% | Q1 2018 | Q3 2023 | 23 |
Brookstone Capital Management | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Tortoise Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Checchi Capital Advisers, LLC | 23 | 23 | 0.05% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Waldron Private Wealth LLC | 23 | 23 | 0.04% | 0.07% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Moreno Evelyn V | 23 | 23 | 1.33% | 2.20% | 3.15% | Q1 2018 | Q3 2023 | 23 |
Louisiana State Employees Retirement System | 23 | 23 | 0.17% | 0.24% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Kentucky Retirement Systems | 23 | 23 | 0.22% | 0.30% | 0.45% | Q1 2018 | Q3 2023 | 23 |
Mawer Investment Management Ltd. | 23 | 23 | 0.25% | 1.18% | 2.50% | Q1 2018 | Q3 2023 | 23 |
South Dakota Investment Council | 23 | 23 | 0.04% | 0.29% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Crossmark Global Holdings, Inc. | 23 | 23 | 0.09% | 0.17% | 0.35% | Q1 2018 | Q3 2023 | 23 |
Penserra Capital Management LLC | 23 | 23 | 0.06% | 0.48% | 1.02% | Q1 2018 | Q3 2023 | 23 |
Retirement Systems of Alabama | 23 | 23 | 0.11% | 0.24% | 0.39% | Q1 2018 | Q3 2023 | 23 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 23 | 23 | 0.18% | 0.29% | 0.44% | Q1 2018 | Q3 2023 | 23 |
BEACON FINANCIAL GROUP | 23 | 23 | 0.09% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 23 |
First Horizon Advisors, Inc. | 23 | 23 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
State of Tennessee, Treasury Department | 23 | 23 | 0.07% | 0.19% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Blume Capital Management, Inc. | 23 | 23 | 0.08% | 0.12% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Kentucky Retirement Systems Insurance Trust Fund | 23 | 23 | 0.22% | 0.30% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Livforsakringsbolaget Skandia, Omsesidigt | 23 | 23 | 0.00% | 0.26% | 0.56% | Q1 2018 | Q3 2023 | 23 |
Utah Retirement Systems | 23 | 23 | 0.20% | 0.27% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Swiss National Bank | 23 | 23 | 0.21% | 0.27% | 0.40% | Q1 2018 | Q3 2023 | 23 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.04% | 0.13% | 0.28% | Q2 2018 | Q3 2023 | 22 |
THOMAS WHITE INTERNATIONAL LTD | 22 | 22 | 0.08% | 0.11% | 0.23% | Q1 2018 | Q2 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 21 | 1 | 0.03% | 0.33% | 2.14% | Q1 2018 | Q3 2023 | 22 |
FRED ALGER MANAGEMENT, LLC | 14 | 8 | 0.00% | 0.13% | 0.43% | Q1 2018 | Q3 2023 | 22 |
PIN OAK INVESTMENT ADVISORS INC | 22 | 22 | 0.01% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Global Trust Asset Management, LLC | 19 | 3 | 0.01% | 0.20% | 0.28% | Q1 2018 | Q3 2023 | 22 |
Independent Advisor Alliance | 19 | 3 | 0.04% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.30% | 0.92% | 1.62% | Q2 2018 | Q3 2023 | 22 |
Dorsey & Whitney Trust CO LLC | 18 | 4 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 22 |
Vident Investment Advisory, LLC | 22 | 22 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q2 2023 | 22 |
BDO Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
BerganKDV Wealth Management, LLC | 22 | 22 | 0.08% | 0.13% | 0.19% | Q1 2018 | Q2 2023 | 22 |
Epoch Investment Partners, Inc. | 22 | 22 | 0.07% | 0.23% | 0.50% | Q2 2018 | Q3 2023 | 22 |
CAPITAL INSIGHT PARTNERS, LLC | 19 | 3 | 0.74% | 1.40% | 2.61% | Q1 2018 | Q3 2023 | 22 |
WEBSTER BANK, N. A. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.02% | 0.05% | 0.20% | Q2 2018 | Q3 2023 | 22 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17 | 5 | 0.09% | 0.34% | 0.66% | Q1 2018 | Q3 2023 | 22 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 1 | 0.19% | 0.24% | 0.33% | Q1 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 22 | 22 | 0.06% | 0.10% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Motley Fool Asset Management LLC | 20 | 2 | 0.13% | 0.16% | 0.23% | Q1 2018 | Q3 2023 | 22 |
Archford Capital Strategies, LLC | 22 | 22 | 0.13% | 0.32% | 0.59% | Q2 2018 | Q3 2023 | 22 |
Crewe Advisors LLC | 22 | 22 | 0.02% | 0.08% | 0.24% | Q1 2018 | Q2 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 22 |
Pinnacle Wealth Planning Services, Inc. | 14 | 8 | 0.04% | 0.12% | 0.29% | Q1 2018 | Q3 2023 | 22 |
One Wealth Advisors, LLC | 19 | 3 | 0.02% | 0.19% | 0.50% | Q1 2018 | Q3 2023 | 22 |
Brown Capital Management | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.06% | 0.28% | 0.86% | Q2 2018 | Q3 2023 | 22 |
MetLife Investment Management, LLC | 21 | 1 | 0.17% | 0.23% | 0.36% | Q1 2018 | Q3 2023 | 22 |
Close Asset Management Ltd | 22 | 22 | 0.04% | 0.83% | 1.63% | Q2 2018 | Q3 2023 | 22 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.09% | 0.26% | Q1 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 13 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Assenagon Asset Management S.A. | 22 | 22 | 0.04% | 0.88% | 2.33% | Q2 2018 | Q3 2023 | 22 |
TRILLIUM ASSET MANAGEMENT, LLC | 21 | 1 | 0.01% | 0.34% | 0.77% | Q1 2018 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 22 |
IFG Advisory, LLC | 14 | 8 | 0.04% | 0.10% | 0.31% | Q1 2018 | Q3 2023 | 22 |
BOKF, NA | 13 | 9 | 0.02% | 0.09% | 0.14% | Q1 2018 | Q3 2023 | 22 |
LOOMIS SAYLES & CO L P | 15 | 7 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 22 |
CIBC WORLD MARKET INC. | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.26% | 0.43% | 0.86% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF OKLAHOMA | 13 | 9 | 0.45% | 0.61% | 1.07% | Q1 2018 | Q3 2023 | 22 |
Handelsbanken Fonder AB | 14 | 8 | 0.10% | 0.38% | 1.11% | Q1 2018 | Q3 2023 | 22 |
HM PAYSON & CO | 18 | 4 | 0.00% | 0.09% | 0.52% | Q1 2018 | Q3 2023 | 22 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q1 2022 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CenterStar Asset Management, LLC | 7 | 3 | 0.00% | 1.08% | 6.76% | Q1 2018 | Q3 2022 | 22 |
Summit X, LLC | 22 | 22 | 0.16% | 0.31% | 2.38% | Q1 2018 | Q2 2023 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 8 | 0.06% | 0.12% | 0.28% | Q1 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 16 | 6 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 22 |
Veritable, L.P. | 22 | 22 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q2 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.20% | 0.27% | 0.46% | Q2 2018 | Q3 2023 | 22 |
Marquette Asset Management, LLC | 21 | 21 | 0.05% | 0.08% | 0.11% | Q3 2018 | Q3 2023 | 21 |
CFO4Life Group, LLC | 21 | 21 | 0.08% | 0.16% | 0.35% | Q3 2018 | Q3 2023 | 21 |
Parisi Gray Wealth Management | 18 | 1 | 0.28% | 0.39% | 0.59% | Q1 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 9 | 3 | 0.01% | 0.17% | 0.69% | Q1 2018 | Q3 2023 | 21 |
INGALLS & SNYDER LLC | 21 | 21 | 0.02% | 0.18% | 0.30% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 14 | 1 | 0.00% | 0.08% | 0.46% | Q1 2018 | Q3 2023 | 21 |
Walleye Capital LLC | 9 | 1 | 0.00% | 0.11% | 0.34% | Q3 2019 | Q3 2023 | 21 |
LOWE BROCKENBROUGH & CO INC | 13 | 8 | 0.65% | 0.86% | 1.07% | Q1 2018 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 21 | 21 | 0.00% | 0.13% | 0.34% | Q1 2018 | Q1 2023 | 21 |
Rehmann Capital Advisory Group | 14 | 7 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2023 | 21 |
Parsec Financial Management, Inc. | 21 | 21 | 0.06% | 0.28% | 0.65% | Q1 2018 | Q1 2023 | 21 |
COMERICA BANK | 20 | 1 | 0.08% | 0.14% | 0.30% | Q1 2018 | Q3 2023 | 21 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 21 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 2 | 0.00% | 0.31% | 1.10% | Q1 2018 | Q3 2023 | 21 |
Tredje AP-fonden | 12 | 9 | 0.09% | 0.41% | 0.80% | Q2 2018 | Q3 2023 | 21 |
Unigestion Holding SA | 15 | 6 | 0.01% | 0.46% | 1.29% | Q2 2018 | Q3 2023 | 21 |
YCG, LLC | 21 | 21 | 1.45% | 2.64% | 3.84% | Q1 2018 | Q1 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 21 |
SECURITY ASSET MANAGEMENT | 21 | 21 | 0.13% | 0.52% | 1.99% | Q1 2018 | Q1 2023 | 21 |
Supplemental Annuity Collective Trust of NJ | 21 | 21 | 0.21% | 0.26% | 0.44% | Q3 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 11 | 2 | 0.05% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 12 | 1 | 0.01% | 0.09% | 0.39% | Q1 2018 | Q3 2023 | 21 |
Avior Wealth Management, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 14 | 7 | 0.00% | 0.15% | 0.46% | Q1 2018 | Q3 2023 | 21 |
Mn Services Vermogensbeheer B.V. | 10 | 4 | 0.36% | 0.49% | 0.72% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 0.12% | 0.23% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Andra AP-fonden | 12 | 3 | 0.04% | 0.21% | 0.58% | Q1 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.10% | 0.18% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 18 | 3 | 0.06% | 0.20% | 0.44% | Q1 2018 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 21 | 21 | 0.02% | 0.55% | 0.96% | Q3 2018 | Q3 2023 | 21 |
PZENA INVESTMENT MANAGEMENT LLC | 13 | 8 | 0.00% | 0.48% | 1.68% | Q1 2018 | Q3 2023 | 21 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.53% | 0.73% | 0.95% | Q1 2018 | Q3 2023 | 21 |
Virtue Capital Management, LLC | 14 | 7 | 0.08% | 0.18% | 0.41% | Q2 2018 | Q3 2023 | 21 |
Sompo Asset Management Co., Ltd. | 21 | 21 | 0.49% | 1.25% | 1.94% | Q3 2018 | Q3 2023 | 21 |
Carmignac Gestion | 14 | 4 | 0.06% | 1.84% | 5.04% | Q2 2018 | Q4 2022 | 21 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.15% | 0.34% | Q1 2018 | Q3 2023 | 21 |
Moloney Securities Asset Management, LLC | 20 | 1 | 0.05% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 21 |
Employees Retirement System of Texas | 21 | 21 | 0.07% | 0.21% | 0.43% | Q1 2018 | Q1 2023 | 21 |
Oak Asset Management, LLC | 12 | 4 | 0.20% | 0.26% | 0.34% | Q1 2018 | Q3 2023 | 21 |
CKW FINANCIAL GROUP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
State of New Jersey Common Pension Fund D | 20 | 20 | 0.11% | 0.19% | 0.26% | Q4 2018 | Q3 2023 | 20 |
AFFINITY WEALTH MANAGEMENT LLC | 20 | 20 | 0.10% | 0.21% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Independent Franchise Partners LLP | 20 | 20 | 2.78% | 5.40% | 6.90% | Q4 2018 | Q3 2023 | 20 |
EQUITABLE TRUST CO | 16 | 4 | 0.02% | 0.30% | 0.92% | Q2 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.24% | 1.46% | Q1 2018 | Q3 2023 | 20 |
Jackson, Grant Investment Advisers, Inc. | 20 | 20 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
RiverPark Advisors, LLC | 11 | 9 | 0.11% | 2.37% | 5.52% | Q1 2018 | Q3 2023 | 20 |
Autus Asset Management, LLC | 20 | 20 | 0.78% | 0.95% | 1.14% | Q1 2018 | Q4 2022 | 20 |
Gryphon Financial Partners LLC | 9 | 4 | 0.01% | 0.08% | 0.19% | Q1 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 13 | 7 | 0.02% | 0.09% | 0.20% | Q1 2018 | Q3 2023 | 20 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 14 | 6 | 0.58% | 1.98% | 4.22% | Q1 2018 | Q3 2023 | 20 |
Horizon Investments, LLC | 11 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 20 |
Wedgewood Partners | 11 | 9 | 1.94% | 4.30% | 6.46% | Q1 2018 | Q3 2023 | 20 |
BlueCrest Capital Management Ltd | 12 | 8 | 0.01% | 0.06% | 0.24% | Q1 2018 | Q1 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.26% | 0.47% | 0.72% | Q4 2018 | Q3 2023 | 20 |
Regent Investment Management LLC | 20 | 20 | 0.32% | 0.82% | 1.73% | Q1 2018 | Q4 2022 | 20 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.18% | 0.29% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.09% | 0.25% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Fairbanks Capital Management, Inc. | 20 | 20 | 0.55% | 2.50% | 5.11% | Q4 2018 | Q3 2023 | 20 |
Ironvine Capital Partners, LLC | 20 | 20 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q4 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 20 | 20 | 0.07% | 0.28% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Banco de Sabadell, S.A | 12 | 1 | 0.03% | 0.23% | 1.52% | Q2 2018 | Q3 2023 | 20 |
Sigma Planning Corp | 18 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.06% | 0.18% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 20 | 20 | 0.00% | 0.09% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.12% | 0.18% | 0.36% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.25% | 0.37% | 0.50% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.12% | 0.33% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Plante Moran Financial Advisors, LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Management, LLC | 12 | 8 | 0.04% | 0.13% | 0.38% | Q1 2018 | Q3 2023 | 20 |
Abbrea Capital, LLC | 12 | 8 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.16% | 0.22% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Johnson Financial Group, Inc. | 11 | 9 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 20 |
Sargent Bickham Lagudis LLC | 20 | 20 | 0.01% | 0.17% | 0.40% | Q1 2018 | Q4 2022 | 20 |
Shellback Capital, LP | 10 | 3 | 0.42% | 1.20% | 3.70% | Q1 2018 | Q3 2023 | 20 |
Liberty Capital Management, Inc. | 10 | 4 | 0.07% | 0.13% | 0.26% | Q1 2018 | Q3 2023 | 20 |
Foster Victor Wealth Advisors, LLC | 20 | 20 | 0.50% | 1.58% | 2.18% | Q4 2018 | Q3 2023 | 20 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 2 | 0.03% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 20 |
NORGES BANK | 20 | 20 | 0.19% | 0.25% | 0.34% | Q1 2018 | Q4 2022 | 20 |
Mint Tower Capital Management B.V. | 6 | 2 | 0.00% | 0.32% | 0.98% | Q1 2018 | Q4 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.03% | 0.36% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.10% | 0.25% | Q4 2018 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.10% | 1.22% | 2.42% | Q4 2018 | Q3 2023 | 20 |
Achmea Investment Management B.V. | 17 | 3 | 0.06% | 0.23% | 0.49% | Q1 2018 | Q3 2023 | 20 |
Belpointe Asset Management LLC | 14 | 6 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 13 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 20 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Pacific Center for Financial Services | 11 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 20 |
CIM, LLC | 20 | 20 | 2.32% | 3.10% | 4.74% | Q1 2018 | Q4 2022 | 20 |
Riverview Trust Co | 20 | 20 | 0.49% | 0.70% | 1.03% | Q4 2018 | Q3 2023 | 20 |
BANK OF THE WEST | 20 | 20 | 0.05% | 0.26% | 0.38% | Q1 2018 | Q4 2022 | 20 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.10% | 0.24% | 0.56% | Q1 2018 | Q3 2022 | 19 |
Covington Capital Management | 19 | 19 | 0.00% | 0.10% | 0.27% | Q1 2018 | Q3 2022 | 19 |
Carnegie Capital Asset Management, LLC | 19 | 19 | 0.10% | 0.21% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.10% | 0.77% | 1.26% | Q4 2018 | Q3 2023 | 19 |
Koshinski Asset Management, Inc. | 16 | 3 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 19 |
Metropolis Capital Ltd | 19 | 19 | 3.73% | 6.99% | 9.43% | Q2 2019 | Q4 2023 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 17 | 1 | 0.02% | 0.09% | 0.31% | Q1 2018 | Q2 2023 | 19 |
MV CAPITAL MANAGEMENT, INC. | 10 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
BANK OF NOVA SCOTIA TRUST CO | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Sepio Capital, LP | 18 | 18 | 0.02% | 0.10% | 0.24% | Q1 2019 | Q2 2023 | 19 |
Northstar Group, Inc. | 19 | 19 | 0.20% | 0.61% | 1.19% | Q1 2019 | Q3 2023 | 19 |
Beacon Pointe Advisors, LLC | 14 | 5 | 0.02% | 0.06% | 0.16% | Q4 2018 | Q3 2023 | 19 |
Aureus Asset Management, LLC | 19 | 19 | 1.53% | 1.98% | 2.42% | Q1 2019 | Q3 2023 | 19 |
AMF Tjanstepension AB | 17 | 2 | 0.22% | 0.51% | 1.10% | Q1 2018 | Q3 2023 | 19 |
Bartlett & Co. LLC | 16 | 3 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q4 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 2 | 0.00% | 0.18% | 0.52% | Q1 2018 | Q3 2023 | 19 |
Pendal Group Ltd | 10 | 9 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q4 2022 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
AustralianSuper Pty Ltd | 16 | 3 | 0.07% | 0.66% | 1.81% | Q3 2018 | Q3 2023 | 19 |
MAVERICK CAPITAL LTD | 15 | 1 | 0.00% | 0.32% | 2.43% | Q1 2018 | Q3 2023 | 19 |
Cetera Advisors LLC | 14 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 19 |
EATON VANCE MANAGEMENT | 19 | 19 | 0.18% | 0.27% | 0.40% | Q1 2018 | Q3 2022 | 19 |
Corient Capital Partners, LLC | 19 | 19 | 0.06% | 0.08% | 0.13% | Q1 2018 | Q3 2022 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.18% | 0.60% | 1.56% | Q1 2019 | Q3 2023 | 19 |
BLUESTEIN R H & CO LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 19 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 19 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 4 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 19 |
Calamos Wealth Management LLC | 8 | 4 | 0.02% | 0.20% | 0.85% | Q1 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
ST GERMAIN D J CO INC | 16 | 3 | 0.62% | 0.99% | 2.20% | Q1 2019 | Q4 2023 | 19 |
CHICAGO TRUST Co NA | 19 | 19 | 0.28% | 0.50% | 0.82% | Q1 2019 | Q3 2023 | 19 |
CORNERCAP INVESTMENT COUNSEL INC | 19 | 19 | 0.26% | 0.41% | 0.63% | Q1 2019 | Q3 2023 | 19 |
MONTAG A & ASSOCIATES INC | 12 | 7 | 0.00% | 0.14% | 0.50% | Q4 2018 | Q3 2023 | 19 |
SCHARF INVESTMENTS, LLC | 13 | 6 | 0.01% | 3.61% | 5.81% | Q1 2018 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 19 |
Cribstone Capital Management, LLC | 10 | 9 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 19 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 8 | 0.02% | 0.08% | 0.21% | Q1 2018 | Q4 2022 | 19 |
Cetera Investment Advisers | 12 | 3 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 19 |
Petrus Trust Company, LTA | 15 | 2 | 0.03% | 2.33% | 3.84% | Q1 2018 | Q2 2023 | 19 |
Lombard Odier Asset Management (Switzerland) SA | 9 | 1 | 0.03% | 0.07% | 0.15% | Q1 2018 | Q1 2023 | 19 |
DOWLING & YAHNKE LLC | 19 | 19 | 0.12% | 0.20% | 0.26% | Q1 2018 | Q3 2022 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.08% | 1.24% | 2.12% | Q1 2019 | Q3 2023 | 19 |
CYPRESS CAPITAL MANAGEMENT LLC | 19 | 19 | 0.09% | 0.38% | 1.00% | Q1 2018 | Q3 2022 | 19 |
Clarius Group, LLC | 19 | 19 | 0.07% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 7 | 0.00% | 0.60% | 1.74% | Q1 2018 | Q3 2023 | 19 |
Ally Financial Inc. | 12 | 7 | 0.09% | 0.49% | 0.98% | Q1 2018 | Q4 2022 | 19 |
BARINGS LLC | 19 | 19 | 0.01% | 0.07% | 0.18% | Q1 2018 | Q3 2022 | 19 |
BANK OF HAWAII | 19 | 19 | 0.02% | 0.17% | 0.33% | Q1 2018 | Q3 2022 | 19 |
USS Investment Management Ltd | 19 | 19 | 0.15% | 0.68% | 1.83% | Q1 2019 | Q3 2023 | 19 |
BANK PICTET & CIE (ASIA) LTD | 19 | 19 | 0.48% | 0.78% | 1.09% | Q1 2019 | Q3 2023 | 19 |
Hudock, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 19 |
PLATINUM INVESTMENT MANAGEMENT LTD | 19 | 19 | 0.48% | 3.47% | 6.31% | Q1 2019 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 19 |
EVERGREEN CAPITAL MANAGEMENT LLC | 19 | 19 | 0.07% | 0.12% | 0.22% | Q1 2019 | Q3 2023 | 19 |
YACKTMAN ASSET MANAGEMENT LP | 19 | 19 | 1.75% | 3.83% | 5.51% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 17 | 1 | 0.07% | 0.30% | 0.48% | Q4 2018 | Q3 2023 | 19 |
Sarasin & Partners LLP | 12 | 7 | 0.22% | 0.71% | 0.99% | Q1 2018 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.13% | 0.18% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.07% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 19 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 18 | 18 | 0.36% | 0.74% | 1.51% | Q2 2019 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.01% | 0.01% | 0.09% | Q2 2019 | Q3 2023 | 18 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 13 | 2 | 0.02% | 0.47% | 1.13% | Q1 2018 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 18 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.00% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.09% | 0.75% | 1.23% | Q4 2018 | Q3 2023 | 18 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.15% | 0.22% | 0.34% | Q1 2018 | Q2 2022 | 18 |
Boston Partners | 11 | 7 | 0.00% | 0.32% | 0.72% | Q1 2018 | Q3 2023 | 18 |
Pointe Capital Management LLC | 9 | 9 | 0.16% | 0.34% | 0.52% | Q1 2018 | Q1 2023 | 18 |
Sterling Investment Advisors, Ltd. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 18 |
Harbor Spring Capital, LLC | 18 | 18 | 1.78% | 4.65% | 7.30% | Q1 2018 | Q2 2022 | 18 |
PARTHENON LLC | 18 | 18 | 0.82% | 1.13% | 1.66% | Q2 2019 | Q3 2023 | 18 |
Allen Investment Management, LLC | 18 | 18 | 0.50% | 2.51% | 4.48% | Q1 2018 | Q2 2022 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.43% | 3.92% | Q1 2018 | Q2 2022 | 18 |
Formidable Asset Management, LLC | 18 | 18 | 0.11% | 0.16% | 0.31% | Q2 2019 | Q3 2023 | 18 |
LCNB CORP | 8 | 3 | 0.09% | 0.16% | 0.29% | Q1 2018 | Q3 2023 | 18 |
OLD NATIONAL BANCORP /IN/ | 10 | 1 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 18 |
MOSELEY INVESTMENT MANAGEMENT INC | 12 | 6 | 0.20% | 0.31% | 0.44% | Q1 2019 | Q3 2023 | 18 |
HRT FINANCIAL LP | 7 | 1 | 0.01% | 0.24% | 1.04% | Q2 2018 | Q3 2023 | 18 |
Rossmore Private Capital | 17 | 1 | 0.06% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 18 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.20% | 0.66% | Q1 2018 | Q3 2023 | 18 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.41% | 2.94% | Q1 2019 | Q2 2022 | 18 |
Hendershot Investments Inc. | 9 | 9 | 0.81% | 2.38% | 3.71% | Q1 2018 | Q3 2023 | 18 |
Cohen Klingenstein LLC | 18 | 18 | 0.13% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 18 |
DOLIVER ADVISORS, LP | 14 | 4 | 0.10% | 0.36% | 0.66% | Q1 2019 | Q4 2023 | 18 |
BRISTOL JOHN W & CO INC /NY/ | 18 | 18 | 1.54% | 2.04% | 2.56% | Q2 2019 | Q3 2023 | 18 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 18 | 18 | 0.03% | 1.22% | 1.79% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2022 | 18 |
Redpoint Investment Management Pty Ltd | 11 | 7 | 0.19% | 0.28% | 0.39% | Q1 2018 | Q3 2022 | 18 |
ISTHMUS PARTNERS, LLC | 18 | 18 | 1.36% | 1.74% | 1.98% | Q2 2019 | Q3 2023 | 18 |
ALPS ADVISORS INC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
PENSIOENFONDS RAIL & OV | 18 | 18 | 1.86% | 2.84% | 3.66% | Q2 2019 | Q3 2023 | 18 |
Brinker Capital Investments, LLC | 10 | 8 | 0.00% | 0.06% | 0.18% | Q1 2018 | Q4 2022 | 18 |
Ellevest, Inc. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Citizens Business Bank | 18 | 18 | 0.06% | 0.18% | 0.31% | Q1 2018 | Q2 2022 | 18 |
Redmond Asset Management, LLC | 18 | 18 | 0.41% | 0.61% | 0.90% | Q2 2019 | Q3 2023 | 18 |
Empirical Finance, LLC | 18 | 18 | 0.06% | 0.17% | 0.30% | Q2 2019 | Q3 2023 | 18 |
BREWIN DOLPHIN LTD | 18 | 18 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q2 2022 | 18 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 18 |
Bollard Group LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 18 |
CNB Bank | 16 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 18 |
FIDUCIARY MANAGEMENT INC /WI/ | 18 | 18 | 1.77% | 3.84% | 6.08% | Q2 2019 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
WINTON GROUP Ltd | 16 | 1 | 0.01% | 0.15% | 0.82% | Q1 2018 | Q1 2023 | 18 |
AUXIER ASSET MANAGEMENT | 18 | 18 | 0.68% | 0.85% | 1.14% | Q2 2019 | Q3 2023 | 18 |
SAGE RHINO CAPITAL LLC | 13 | 4 | 0.08% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 17 |
AMERICAN NATIONAL BANK | 8 | 2 | 0.00% | 0.62% | 1.60% | Q1 2018 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.07% | 0.10% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Geo Capital Gestora de Recursos Ltd | 17 | 17 | 0.04% | 5.21% | 9.71% | Q3 2019 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 17 | 17 | 0.09% | 0.17% | 0.66% | Q3 2019 | Q3 2023 | 17 |
Tarbox Family Office, Inc. | 17 | 17 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q1 2022 | 17 |
BANK HAPOALIM BM | 12 | 1 | 0.02% | 0.13% | 0.36% | Q1 2018 | Q3 2023 | 17 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 3 | 0.00% | 0.08% | 0.37% | Q1 2018 | Q1 2020 | 17 |
Hotaling Investment Management, LLC | 17 | 17 | 0.45% | 0.61% | 0.87% | Q4 2018 | Q4 2022 | 17 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 5 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 17 |
W.G. Shaheen & Associates DBA Whitney & Co | 16 | 1 | 0.01% | 1.09% | 1.55% | Q3 2018 | Q3 2023 | 17 |
MIROVA | 17 | 17 | 0.01% | 0.09% | 0.28% | Q4 2018 | Q4 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q1 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 17 | 0.14% | 0.19% | 0.30% | Q1 2018 | Q1 2022 | 17 |
MCF Advisors LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Fosun International Ltd | 17 | 17 | 0.06% | 0.17% | 0.71% | Q1 2018 | Q1 2022 | 17 |
IBM Retirement Fund | 17 | 17 | 0.20% | 0.27% | 0.45% | Q1 2018 | Q1 2022 | 17 |
Holocene Advisors, LP | 9 | 1 | 0.01% | 1.36% | 2.79% | Q1 2018 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.16% | 0.94% | Q4 2019 | Q4 2023 | 17 |
Fragasso Group Inc. | 17 | 17 | 0.43% | 0.60% | 0.78% | Q4 2019 | Q4 2023 | 17 |
Harvest Fund Management Co., Ltd | 13 | 2 | 0.00% | 0.10% | 0.40% | Q1 2018 | Q3 2023 | 17 |
WEALTHSOURCE PARTNERS, LLC | 17 | 17 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.02% | 0.34% | 1.20% | Q1 2018 | Q1 2022 | 17 |
Artemis Investment Management LLP | 17 | 17 | 0.03% | 0.32% | 1.01% | Q1 2018 | Q1 2022 | 17 |
Tidal Investments LLC | 17 | 17 | 0.03% | 0.11% | 0.26% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.10% | 0.15% | 0.24% | Q4 2018 | Q4 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.02% | 0.22% | Q3 2019 | Q3 2023 | 17 |
NN Investment Partners Holdings N.V. | 17 | 17 | 0.07% | 1.04% | 2.01% | Q1 2018 | Q1 2022 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 17 |
CADIAN CAPITAL MANAGEMENT, LP | 9 | 8 | 0.46% | 5.32% | 10.19% | Q1 2018 | Q4 2022 | 17 |
Verdence Capital Advisors LLC | 9 | 2 | 0.06% | 0.18% | 0.34% | Q1 2018 | Q3 2023 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
MUFG Securities EMEA plc | 13 | 4 | 0.00% | 0.09% | 0.51% | Q2 2018 | Q1 2023 | 17 |
ExodusPoint Capital Management, LP | 10 | 1 | 0.01% | 0.11% | 0.35% | Q4 2018 | Q3 2023 | 17 |
Itau Unibanco Holding S.A. | 10 | 1 | 0.00% | 0.20% | 1.07% | Q1 2018 | Q1 2023 | 17 |
Laurel Wealth Advisors, Inc. | 16 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q4 2022 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.10% | 0.19% | 0.35% | Q1 2018 | Q1 2022 | 17 |
Jacobsen Capital Management | 14 | 3 | 0.40% | 1.16% | 1.74% | Q2 2019 | Q3 2023 | 17 |
JNBA Financial Advisors | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 1 | 0.01% | 0.18% | 0.31% | Q3 2018 | Q3 2023 | 17 |
Lenox Wealth Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 17 |
Balentine LLC | 9 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 3 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 17 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 16 | 1 | 0.01% | 0.71% | 1.55% | Q1 2018 | Q3 2023 | 17 |
BI Asset Management Fondsmaeglerselskab A/S | 17 | 17 | 0.01% | 0.25% | 1.09% | Q3 2019 | Q3 2023 | 17 |
FAYEZ SAROFIM & CO | 17 | 17 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 2 | 0.00% | 0.47% | 1.88% | Q1 2018 | Q3 2023 | 17 |
Altium Wealth Management LLC | 17 | 17 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q2 2022 | 17 |
Rock Creek Group, LP | 7 | 1 | 0.01% | 0.14% | 0.49% | Q3 2018 | Q3 2023 | 17 |
Pflug Koory, LLC | 17 | 17 | 0.01% | 0.17% | 0.29% | Q3 2019 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.09% | 0.61% | Q1 2018 | Q3 2023 | 16 |
First Pacific Advisors, LP | 15 | 1 | 0.03% | 1.12% | 3.67% | Q1 2018 | Q2 2022 | 16 |
PRENTISS SMITH & CO INC | 8 | 1 | 0.11% | 0.15% | 0.23% | Q1 2018 | Q3 2023 | 16 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.05% | 0.18% | Q1 2018 | Q3 2023 | 16 |
MUFG Americas Holdings Corp | 9 | 1 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2022 | 16 |
Bridgewater Associates | 9 | 1 | 0.01% | 0.23% | 0.73% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.10% | 0.18% | 0.32% | Q4 2019 | Q3 2023 | 16 |
HMS Capital Management, LLC | 11 | 1 | 0.07% | 0.35% | 1.09% | Q1 2018 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Gradient Investments LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
REGENTATLANTIC CAPITAL LLC | 10 | 3 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q4 2021 | 16 |
Simplicity Solutions, LLC | 14 | 1 | 0.01% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 16 |
STEINBERG ASSET MANAGEMENT LLC | 16 | 16 | 1.10% | 2.35% | 3.24% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 1 | 0.01% | 0.40% | 0.96% | Q3 2018 | Q3 2023 | 16 |
FIRST QUADRANT LLC/CA | 16 | 16 | 0.02% | 0.15% | 0.30% | Q1 2018 | Q4 2021 | 16 |
Bell Asset Management Ltd | 15 | 1 | 0.67% | 1.61% | 2.29% | Q1 2018 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.12% | 0.23% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.25% | 0.35% | 0.45% | Q4 2019 | Q3 2023 | 16 |
LANSDOWNE PARTNERS (UK) LLP | 12 | 4 | 0.03% | 0.43% | 0.94% | Q1 2018 | Q1 2023 | 16 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.04% | 0.24% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.22% | 0.29% | 0.36% | Q4 2019 | Q3 2023 | 16 |
FORT, L.P. | 14 | 2 | 0.01% | 0.38% | 0.88% | Q2 2018 | Q3 2023 | 16 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 11 | 5 | 0.02% | 0.13% | 0.38% | Q1 2018 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.12% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 13 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
HBK INVESTMENTS L P | 8 | 2 | 0.00% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 16 |
Silvant Capital Management LLC | 12 | 4 | 0.13% | 0.46% | 0.83% | Q1 2018 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Vivaldi Capital Management LP | 11 | 5 | 0.04% | 0.06% | 0.12% | Q4 2018 | Q4 2022 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 0.12% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Proficio Capital Partners LLC | 6 | 4 | 0.03% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 16 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 16 |
Wildcat Capital Management, LLC | 16 | 16 | 1.88% | 5.01% | 7.88% | Q4 2018 | Q3 2022 | 16 |
Intellectus Partners, LLC | 11 | 5 | 0.10% | 0.27% | 0.57% | Q1 2018 | Q3 2023 | 16 |
Granite Investment Partners, LLC | 16 | 16 | 0.22% | 0.40% | 0.62% | Q1 2018 | Q4 2021 | 16 |
Brown Advisory Securities, LLC | 8 | 1 | 0.04% | 0.15% | 0.26% | Q1 2018 | Q2 2022 | 16 |
Capital International Investors | 16 | 16 | 0.06% | 0.35% | 0.69% | Q1 2018 | Q4 2021 | 16 |
Avondale Wealth Management | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 16 |
J. Goldman & Co LP | 4 | 1 | 0.01% | 0.27% | 0.90% | Q3 2018 | Q2 2023 | 16 |
TELEMUS CAPITAL, LLC | 11 | 2 | 0.02% | 0.18% | 0.31% | Q1 2018 | Q2 2023 | 16 |
Seascape Capital Management | 16 | 16 | 0.91% | 1.13% | 1.45% | Q4 2019 | Q3 2023 | 16 |
MONETARY MANAGEMENT GROUP INC | 8 | 8 | 0.16% | 0.28% | 0.37% | Q1 2018 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
CX Institutional | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 16 |
Ledyard National Bank | 8 | 8 | 0.02% | 0.04% | 0.04% | Q1 2018 | Q1 2022 | 16 |
Personal Capital Advisors Corp | 16 | 16 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q4 2022 | 16 |
SALEM INVESTMENT COUNSELORS INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 1.22% | 1.55% | 1.88% | Q4 2019 | Q3 2023 | 16 |
Sicart Associates LLC | 15 | 15 | 0.52% | 0.68% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Strategic Global Advisors, LLC | 9 | 6 | 0.13% | 0.64% | 1.28% | Q1 2018 | Q3 2023 | 15 |
Altman Advisors, Inc. | 8 | 2 | 0.12% | 0.39% | 2.84% | Q1 2018 | Q3 2022 | 15 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 8 | 2 | 0.02% | 0.50% | 1.52% | Q2 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.21% | 0.32% | 0.62% | Q1 2020 | Q3 2023 | 15 |
CHEMUNG CANAL TRUST CO | 5 | 3 | 0.05% | 0.79% | 1.46% | Q1 2018 | Q4 2023 | 15 |
AGF INVESTMENTS INC. | 11 | 4 | 0.00% | 0.25% | 0.65% | Q1 2018 | Q4 2021 | 15 |
Worth Venture Partners, LLC | 11 | 4 | 0.15% | 0.57% | 1.17% | Q1 2019 | Q4 2022 | 15 |
Lipe & Dalton | 15 | 15 | 0.89% | 1.16% | 1.60% | Q3 2019 | Q1 2023 | 15 |
SOROS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.19% | 2.23% | 9.56% | Q1 2020 | Q3 2023 | 15 |
BARR E S & CO | 15 | 15 | 0.36% | 1.58% | 2.45% | Q2 2019 | Q4 2022 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.12% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 15 |
North Growth Management Ltd. | 15 | 15 | 0.80% | 1.36% | 2.36% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Ako Capital | 15 | 15 | 1.40% | 8.01% | 13.94% | Q1 2020 | Q3 2023 | 15 |
Wesleyan Assurance Society | 15 | 15 | 0.65% | 0.75% | 0.90% | Q1 2020 | Q3 2023 | 15 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 2 | 0.14% | 0.50% | 0.87% | Q2 2019 | Q3 2023 | 15 |
HARDING LOEVNER LP | 12 | 1 | 0.00% | 1.16% | 2.17% | Q1 2018 | Q3 2022 | 15 |
WP Advisors, LLC | 15 | 15 | 0.19% | 0.45% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Psagot Value Holdings Ltd. | 15 | 15 | 0.44% | 0.67% | 0.86% | Q1 2018 | Q3 2021 | 15 |
Cypress Capital Group | 10 | 5 | 0.07% | 0.11% | 0.15% | Q3 2018 | Q3 2023 | 15 |
Foyston, Gordon, & Payne Inc | 15 | 15 | 1.97% | 2.75% | 3.98% | Q1 2020 | Q3 2023 | 15 |
Altimeter Capital Management | 15 | 15 | 0.18% | 6.85% | 17.89% | Q1 2018 | Q3 2021 | 15 |
Financial Enhancement Group LLC | 11 | 4 | 0.00% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 15 |
Ironwood Financial, llc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.11% | 0.21% | 0.26% | Q1 2020 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
BloombergSen Inc. | 15 | 15 | 0.81% | 2.80% | 4.05% | Q1 2020 | Q3 2023 | 15 |
Chesley Taft & Associates LLC | 9 | 6 | 0.03% | 0.35% | 1.02% | Q4 2018 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 8 | 7 | 0.08% | 0.38% | 0.99% | Q4 2017 | Q3 2021 | 15 |
Arkadios Wealth Advisors | 8 | 7 | 0.02% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 15 |
AMP Capital Investors Ltd | 15 | 15 | 0.15% | 0.19% | 0.24% | Q1 2018 | Q3 2021 | 15 |
RBF Capital, LLC | 15 | 15 | 0.14% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
NEVILLE RODIE & SHAW INC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2023 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 15 | 15 | 0.01% | 0.23% | 0.67% | Q1 2020 | Q3 2023 | 15 |
Greenline Partners, LLC | 12 | 3 | 0.07% | 0.31% | 0.98% | Q4 2019 | Q3 2023 | 15 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.38% | 0.56% | 0.82% | Q1 2020 | Q3 2023 | 15 |
WESTWOOD HOLDINGS GROUP INC | 15 | 15 | 0.18% | 0.26% | 0.32% | Q1 2020 | Q3 2023 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 15 | 15 | 0.01% | 1.68% | 4.35% | Q1 2018 | Q3 2021 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.15% | 0.24% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Taylor Hoffman Wealth Management | 13 | 2 | 0.00% | 0.40% | 1.11% | Q1 2018 | Q3 2023 | 15 |
Echo Street Capital Management LLC | 6 | 3 | 0.00% | 0.25% | 0.80% | Q1 2019 | Q3 2023 | 15 |
Community Bank & Trust, Waco, Texas | 15 | 15 | 0.33% | 0.40% | 0.46% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.42% | 0.63% | 0.82% | Q1 2020 | Q3 2023 | 15 |
World Asset Management Inc | 15 | 15 | 0.21% | 0.27% | 0.33% | Q1 2018 | Q3 2021 | 15 |
Fieldpoint Private Securities, LLC | 8 | 7 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2022 | 15 |
Mizuho Securities Co. Ltd. | 9 | 2 | 0.01% | 0.12% | 0.66% | Q1 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
RIVERPARK CAPITAL MANAGEMENT LLC | 8 | 2 | 1.35% | 2.47% | 3.40% | Q1 2018 | Q3 2023 | 15 |
RATIONAL ADVISORS LLC | 8 | 3 | 0.00% | 0.27% | 0.87% | Q1 2018 | Q3 2023 | 15 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 11 | 4 | 0.10% | 0.17% | 0.41% | Q2 2019 | Q3 2023 | 15 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q4 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.32% | 0.40% | 0.52% | Q4 2018 | Q1 2022 | 14 |
EULAV Asset Management | 8 | 6 | 0.13% | 0.27% | 0.45% | Q1 2018 | Q3 2023 | 14 |
ROOSEVELT INVESTMENT GROUP LLC | 14 | 14 | 0.03% | 0.42% | 2.12% | Q2 2019 | Q3 2022 | 14 |
Hanson & Doremus Investment Management | 12 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2023 | 14 |
Hudson Bay Capital Management LP | 7 | 1 | 0.06% | 0.32% | 1.11% | Q2 2018 | Q2 2023 | 14 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 3 | 0.05% | 0.36% | 0.92% | Q2 2018 | Q4 2021 | 14 |
Eagle Ridge Investment Management | 14 | 14 | 0.70% | 0.98% | 1.32% | Q2 2019 | Q3 2022 | 14 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.16% | 0.43% | Q1 2018 | Q2 2023 | 14 |
Cairn Investment Group, Inc. | 14 | 14 | 1.61% | 2.05% | 2.62% | Q2 2020 | Q3 2023 | 14 |
Birch Capital Management, LLC | 14 | 14 | 0.07% | 0.18% | 0.40% | Q4 2019 | Q1 2023 | 14 |
Olstein Capital Management, L.P. | 14 | 14 | 0.15% | 0.82% | 1.16% | Q3 2019 | Q4 2022 | 14 |
Sand Hill Global Advisors, LLC | 14 | 14 | 0.26% | 0.47% | 0.65% | Q2 2020 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.25% | 0.52% | Q1 2018 | Q3 2023 | 14 |
TODD ASSET MANAGEMENT LLC | 14 | 14 | 0.21% | 0.87% | 1.10% | Q1 2018 | Q2 2021 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Shelter Mutual Insurance Co | 14 | 14 | 0.58% | 0.70% | 0.95% | Q2 2020 | Q3 2023 | 14 |
Shelter Ins Retirement Plan | 14 | 14 | 0.53% | 0.91% | 1.80% | Q2 2020 | Q3 2023 | 14 |
Weiss Multi-Strategy Advisers LLC | 14 | 14 | 0.01% | 0.23% | 0.53% | Q1 2020 | Q2 2023 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 11 | 2 | 0.00% | 0.20% | 0.47% | Q1 2018 | Q4 2022 | 14 |
Baillie Gifford | 14 | 14 | 0.01% | 0.38% | 0.59% | Q2 2020 | Q3 2023 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Lone Pine Capital | 6 | 2 | 0.43% | 4.04% | 5.69% | Q1 2018 | Q3 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 14 | 14 | 0.10% | 0.15% | 0.20% | Q1 2018 | Q2 2021 | 14 |
Gibraltar Capital Management, Inc. | 14 | 14 | 0.91% | 2.48% | 3.65% | Q2 2020 | Q3 2023 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Simmons Bank | 10 | 4 | 0.03% | 0.13% | 0.29% | Q1 2019 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 14 |
First Eagle Investment Management, LLC | 14 | 14 | 0.05% | 1.03% | 1.48% | Q3 2018 | Q4 2021 | 14 |
Rothschild & Co Wealth Management UK Ltd | 14 | 14 | 2.80% | 4.64% | 8.14% | Q2 2020 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 1 | 0.01% | 0.09% | 0.32% | Q1 2018 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 1 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 14 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.32% | 0.65% | 0.86% | Q2 2020 | Q3 2023 | 14 |
FIRST AMERICAN TRUST, FSB | 14 | 14 | 1.05% | 1.35% | 1.72% | Q2 2020 | Q3 2023 | 14 |
Lido Advisors, LLC | 12 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 14 |
BADGLEY PHELPS & BELL INC | 14 | 14 | 0.45% | 0.59% | 0.80% | Q1 2018 | Q2 2021 | 14 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 14 |
BP PLC | 14 | 14 | 0.15% | 0.30% | 0.44% | Q1 2018 | Q2 2021 | 14 |
Wealthspire Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 14 |
IMS Capital Management | 14 | 14 | 0.12% | 0.53% | 1.08% | Q2 2020 | Q3 2023 | 14 |
Circle Wealth Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q3 2023 | 14 |
QS Investors, LLC | 14 | 14 | 0.02% | 0.07% | 0.15% | Q1 2018 | Q2 2021 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Eisler Capital (UK) Ltd. | 7 | 7 | 0.00% | 0.42% | 0.82% | Q1 2022 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 8 | 6 | 0.01% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
S&T BANK/PA | 14 | 14 | 0.15% | 0.29% | 0.47% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.24% | 0.31% | 0.37% | Q2 2020 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Berman Capital Advisors, LLC | 13 | 1 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q3 2021 | 14 |
Prospera Financial Services Inc | 7 | 3 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 14 |
Financial Architects, Inc | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2020 | 14 |
PICTET ASSET MANAGEMENT LTD | 14 | 14 | 0.20% | 0.38% | 0.54% | Q1 2018 | Q2 2021 | 14 |
IndexIQ Advisors LLC | 10 | 4 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q1 2022 | 14 |
Trust Asset Management LLC | 13 | 1 | 0.01% | 0.11% | 0.15% | Q2 2018 | Q3 2023 | 14 |
Summit Trail Advisors, LLC | 10 | 1 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 14 |
Front Row Advisors LLC | 10 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.10% | 0.34% | Q2 2020 | Q3 2023 | 14 |
MEITAV INVESTMENT HOUSE LTD | 11 | 3 | 0.02% | 0.14% | 0.24% | Q1 2018 | Q3 2023 | 14 |
Marietta Wealth Management, LLC | 14 | 14 | 0.08% | 0.45% | 0.67% | Q1 2020 | Q2 2023 | 14 |
NEXT Financial Group, Inc | 7 | 1 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q4 2021 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.09% | 0.27% | 0.38% | Q2 2020 | Q3 2023 | 14 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Regal Wealth Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Marlowe Partners LP | 9 | 4 | 2.98% | 10.05% | 15.40% | Q1 2019 | Q2 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.05% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CLIENT 1ST ADVISORY GROUP, LLC | 13 | 13 | 0.14% | 0.21% | 0.34% | Q3 2020 | Q3 2023 | 13 |
TIEDEMANN ADVISORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 13 |
Lombard Odier Asset Management (Europe) Ltd | 9 | 1 | 0.03% | 0.16% | 0.88% | Q1 2018 | Q1 2023 | 13 |
Integrated Advisors Network LLC | 11 | 1 | 0.02% | 0.11% | 0.67% | Q4 2019 | Q3 2023 | 13 |
New Jersey Better Educational Savings Trust | 6 | 3 | 0.35% | 0.54% | 0.76% | Q2 2019 | Q3 2023 | 13 |
Field & Main Bank | 13 | 13 | 0.33% | 0.49% | 0.68% | Q3 2020 | Q3 2023 | 13 |
AGF Investments LLC | 12 | 1 | 0.01% | 0.09% | 0.49% | Q2 2018 | Q4 2021 | 13 |
Columbia Trust Co 01012016 | 12 | 1 | 0.18% | 0.32% | 0.48% | Q2 2020 | Q3 2023 | 13 |
Integrated Wealth Concepts LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Ziegler Capital Management, LLC | 13 | 13 | 0.24% | 0.37% | 0.59% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 7 | 6 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 13 |
Sanders Capital, LLC | 13 | 13 | 0.68% | 0.98% | 1.73% | Q3 2020 | Q3 2023 | 13 |
LS Investment Advisors, LLC | 13 | 13 | 0.07% | 0.11% | 0.14% | Q1 2018 | Q1 2021 | 13 |
Key FInancial Inc | 12 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Melvin Capital Management LP | 11 | 11 | 0.61% | 2.37% | 4.38% | Q1 2019 | Q3 2021 | 13 |
CERTUITY, LLC | 13 | 13 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
TOBAM | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Goelzer Investment Management, Inc. | 8 | 5 | 0.08% | 0.22% | 0.33% | Q1 2018 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 13 |
Mariner, LLC | 7 | 6 | 0.05% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 13 |
Analyst IMS Investment Management Services Ltd. | 13 | 13 | 0.15% | 0.32% | 0.50% | Q1 2018 | Q1 2021 | 13 |
Professional Financial Advisors, LLC | 11 | 2 | 0.01% | 0.24% | 0.72% | Q2 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.02% | 0.35% | 0.68% | Q1 2018 | Q1 2021 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cumberland Partners Ltd | 6 | 1 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q3 2023 | 13 |
CTC LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TDAM USA INC. | 13 | 13 | 0.02% | 0.11% | 0.36% | Q4 2018 | Q4 2021 | 13 |
FCF Advisors LLC | 7 | 1 | 0.49% | 0.80% | 1.03% | Q4 2018 | Q4 2023 | 13 |
GMT CAPITAL CORP | 12 | 1 | 0.11% | 1.62% | 2.60% | Q1 2018 | Q1 2023 | 13 |
CONGRESS ASSET MANAGEMENT CO /MA | 13 | 13 | 0.04% | 0.15% | 1.12% | Q3 2020 | Q3 2023 | 13 |
PROFESSIONAL ADVISORY SERVICES INC | 9 | 4 | 0.95% | 3.47% | 4.20% | Q1 2018 | Q3 2023 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 13 | 13 | 0.19% | 0.61% | 0.92% | Q1 2018 | Q1 2021 | 13 |
Stanley-Laman Group, Ltd. | 7 | 6 | 0.45% | 0.87% | 1.24% | Q4 2018 | Q3 2023 | 13 |
Pearl River Capital, LLC | 8 | 2 | 0.19% | 0.78% | 1.17% | Q2 2019 | Q3 2023 | 13 |
Garner Asset Management Corp | 13 | 13 | 0.13% | 0.31% | 0.45% | Q3 2020 | Q3 2023 | 13 |
WEST CHESTER CAPITAL ADVISORS, INC | 7 | 6 | 0.31% | 0.50% | 0.90% | Q1 2018 | Q1 2022 | 13 |
SUN LIFE FINANCIAL INC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2021 | 13 |
Leonard Rickey Investment Advisors P.L.L.C. | 13 | 13 | 0.13% | 0.15% | 0.19% | Q3 2020 | Q3 2023 | 13 |
NorthCoast Asset Management LLC | 13 | 13 | 0.03% | 0.40% | 1.79% | Q3 2018 | Q3 2021 | 13 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 5 | 1 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 13 |
Convergence Investment Partners, LLC | 6 | 1 | 0.02% | 0.13% | 0.39% | Q1 2018 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2019 | 13 |
ROPES WEALTH ADVISORS LLC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 13 |
Alkeon Capital Management | 12 | 1 | 0.40% | 1.05% | 2.32% | Q1 2020 | Q3 2023 | 13 |
MARATHON ASSET MANAGEMENT LLP | 13 | 13 | 1.59% | 2.55% | 3.63% | Q2 2018 | Q2 2021 | 13 |
NuWave Investment Management, LLC | 11 | 2 | 0.00% | 0.59% | 1.89% | Q1 2018 | Q3 2021 | 13 |
WADDELL & REED FINANCIAL INC | 13 | 13 | 0.11% | 0.36% | 0.73% | Q1 2018 | Q1 2021 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.21% | 0.31% | Q4 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BBVA USA Bancshares, Inc. | 13 | 13 | 0.13% | 0.26% | 0.39% | Q1 2018 | Q1 2021 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 5.26% | 6.08% | 7.16% | Q4 2020 | Q4 2023 | 13 |
Baystate Wealth Management LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Braun-Bostich & Associates Inc. | 12 | 1 | 0.07% | 0.37% | 0.68% | Q4 2017 | Q4 2021 | 13 |
Catalyst Capital Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Chicago Capital, LLC | 7 | 6 | 0.01% | 0.56% | 1.80% | Q2 2018 | Q2 2022 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.15% | 0.27% | Q4 2019 | Q4 2022 | 13 |
SYNOVUS FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN STREET ADVISORS INC /NC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 9 | 3 | 0.07% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 12 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 4 | 0.04% | 0.30% | 0.51% | Q1 2018 | Q3 2023 | 12 |
PALISADE CAPITAL MANAGEMENT, LP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
BAMCO INC /NY/ | 12 | 12 | 0.12% | 0.22% | 0.34% | Q1 2018 | Q4 2020 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.02% | 0.15% | Q1 2018 | Q3 2023 | 12 |
Polen Capital Management | 9 | 3 | 0.00% | 1.72% | 3.37% | Q1 2018 | Q1 2022 | 12 |
Renaissance Technologies | 4 | 1 | 0.01% | 0.14% | 0.57% | Q1 2018 | Q3 2023 | 12 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.01% | 0.31% | 0.57% | Q1 2019 | Q3 2023 | 12 |
GW&K Investment Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 3 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
NEXT CENTURY GROWTH INVESTORS LLC | 8 | 4 | 0.09% | 0.17% | 0.31% | Q1 2018 | Q3 2022 | 12 |
MASON STREET ADVISORS, LLC | 12 | 12 | 0.19% | 0.25% | 0.33% | Q1 2018 | Q4 2020 | 12 |
HORAN CAPITAL MANAGEMENT | 12 | 12 | 0.19% | 3.57% | 5.92% | Q1 2018 | Q4 2020 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2019 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 12 |
Edgemoor Investment Advisors, Inc. | 8 | 4 | 0.04% | 1.00% | 1.54% | Q1 2018 | Q3 2023 | 12 |
North Star Investment Management Corp. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
FORVIS Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 12 |
Aperio Group, LLC | 12 | 12 | 0.13% | 0.22% | 0.30% | Q1 2018 | Q4 2020 | 12 |
Keel Point, LLC | 8 | 4 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 12 |
NOVARE CAPITAL MANAGEMENT LLC | 12 | 12 | 1.00% | 1.16% | 1.37% | Q4 2020 | Q3 2023 | 12 |
HHR Asset Management, LLC | 12 | 12 | 4.07% | 4.40% | 4.94% | Q2 2019 | Q1 2022 | 12 |
K.J. Harrison & Partners Inc | 8 | 1 | 0.10% | 0.37% | 0.82% | Q4 2019 | Q2 2023 | 12 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 6 | 0.07% | 0.78% | 1.87% | Q1 2018 | Q2 2019 | 12 |
Kingfisher Capital LLC | 8 | 4 | 0.36% | 0.61% | 0.99% | Q3 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2021 | 12 |
Wellington Shields Capital Management, LLC | 12 | 12 | 0.04% | 0.30% | 0.48% | Q1 2020 | Q4 2022 | 12 |
Renaissance Investment Group LLC | 12 | 12 | 0.48% | 1.55% | 2.59% | Q4 2020 | Q3 2023 | 12 |
Odey Asset Management Group Ltd | 11 | 1 | 0.15% | 0.31% | 1.08% | Q1 2018 | Q4 2021 | 12 |
BSW Wealth Partners | 12 | 12 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Nelson Capital Management, LLC | 10 | 1 | 0.00% | 0.70% | 1.10% | Q3 2018 | Q3 2023 | 12 |
Quantbot Technologies LP | 4 | 1 | 0.03% | 0.12% | 0.37% | Q1 2018 | Q2 2023 | 12 |
Financial Advantage, Inc. | 11 | 1 | 0.03% | 3.17% | 5.06% | Q3 2019 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.02% | 0.09% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Selkirk Management LLC | 12 | 12 | 1.08% | 4.46% | 5.83% | Q1 2018 | Q4 2020 | 12 |
Camelot Portfolios, LLC | 11 | 1 | 0.09% | 0.27% | 0.49% | Q1 2018 | Q1 2021 | 12 |
Hengistbury Investment Partners LLP | 7 | 5 | 3.91% | 13.50% | 22.11% | Q4 2018 | Q3 2023 | 12 |
Coronation Fund Managers Ltd. | 8 | 4 | 0.15% | 0.62% | 1.33% | Q1 2018 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 12 |
Burt Wealth Advisors | 12 | 12 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q4 2020 | 12 |
Swedbank | 12 | 12 | 0.19% | 1.23% | 2.04% | Q1 2018 | Q4 2020 | 12 |
MISSION WEALTH MANAGEMENT, LP | 6 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 12 |
Railway Pension Investments Ltd | 9 | 3 | 0.06% | 0.21% | 0.47% | Q4 2018 | Q3 2023 | 12 |
Atalan Capital Partners, LP | 11 | 1 | 4.11% | 6.57% | 9.18% | Q1 2018 | Q3 2021 | 12 |
Aptus Capital Advisors, LLC | 5 | 1 | 0.02% | 0.14% | 0.42% | Q4 2018 | Q3 2023 | 12 |
Morris Capital Advisors, LLC | 12 | 12 | 0.29% | 0.39% | 0.56% | Q4 2019 | Q3 2022 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2021 | 12 |
Manning & Napier Group, LLC | 12 | 12 | 0.00% | 1.66% | 3.02% | Q1 2018 | Q4 2020 | 12 |
Wealthstreet Investment Advisors, LLC | 8 | 4 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q1 2021 | 12 |
Vestmark Advisory Solutions, Inc. | 9 | 3 | 0.01% | 0.16% | 0.33% | Q1 2019 | Q1 2022 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Canton Hathaway, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
SlateStone Wealth, LLC | 12 | 12 | 0.09% | 0.14% | 0.17% | Q1 2019 | Q4 2021 | 12 |
Inscription Capital, LLC | 9 | 3 | 0.10% | 0.44% | 0.79% | Q3 2020 | Q3 2023 | 12 |
III Capital Management | 7 | 1 | 0.02% | 0.26% | 0.95% | Q3 2019 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.16% | 0.22% | 0.42% | Q4 2020 | Q3 2023 | 12 |
MADISON WEALTH MANAGEMENT | 12 | 12 | 0.20% | 1.45% | 1.87% | Q4 2019 | Q3 2022 | 12 |
SteelPeak Wealth, LLC | 3 | 1 | 0.01% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 12 |
DOHJ, LLC | 7 | 5 | 0.11% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.19% | 0.28% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 1.64% | 2.34% | 3.53% | Q4 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.16% | 0.47% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.86% | 1.07% | 1.29% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.07% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.05% | 0.13% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Scott Investment Partners LLP | 12 | 12 | 1.76% | 2.89% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
McCarthy Asset Management, Inc. | 12 | 12 | 0.32% | 0.45% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.45% | 0.56% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 1.13% | 1.34% | 1.52% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.18% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.31% | 0.46% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Tranquilli Financial Advisor LLC | 12 | 12 | 0.27% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 0.24% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.13% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
HOWE & RUSLING INC | 6 | 3 | 0.00% | 0.18% | 0.51% | Q1 2018 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 9 | 1 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q1 2023 | 12 |
CRAMER ROSENTHAL MCGLYNN LLC | 12 | 12 | 0.13% | 0.28% | 0.42% | Q3 2020 | Q2 2023 | 12 |
WASHINGTON TRUST BANK | 7 | 5 | 0.03% | 0.57% | 1.11% | Q2 2018 | Q2 2021 | 12 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.09% | 0.31% | 0.50% | Q1 2020 | Q3 2022 | 11 |
Trek Financial, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Larson Financial Group LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 9 | 2 | 0.06% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 6 | 1 | 0.12% | 0.18% | 0.50% | Q4 2019 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Clear Perspective Advisors, LLC | 11 | 11 | 0.24% | 0.79% | 1.24% | Q1 2018 | Q3 2020 | 11 |
Odey Holdings AG | 11 | 11 | 0.81% | 3.92% | 6.96% | Q1 2018 | Q3 2020 | 11 |
ALERUS FINANCIAL NA | 9 | 2 | 0.03% | 0.33% | 0.88% | Q1 2018 | Q3 2021 | 11 |
Continuum Advisory, LLC | 7 | 4 | 0.09% | 0.22% | 0.32% | Q1 2018 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2020 | 11 |
GUARDIAN CAPITAL ADVISORS LP | 9 | 2 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q3 2023 | 11 |
Black Creek Investment Management Inc. | 11 | 11 | 0.16% | 0.69% | 1.14% | Q1 2020 | Q3 2022 | 11 |
Cornerstone Investment Partners, LLC | 11 | 11 | 0.03% | 2.38% | 3.53% | Q1 2019 | Q3 2021 | 11 |
Clean Yield Group | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 7 | 3 | 0.00% | 0.06% | 0.32% | Q2 2018 | Q3 2023 | 11 |
SAX WEALTH ADVISORS, LLC | 11 | 11 | 0.08% | 0.11% | 0.18% | Q4 2020 | Q2 2023 | 11 |
Merit Financial Group, LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
DAVIS SELECTED ADVISERS | 11 | 11 | 0.00% | 0.42% | 0.60% | Q1 2018 | Q3 2020 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.00% | 0.24% | 0.84% | Q1 2018 | Q3 2023 | 11 |
Connectus Wealth, LLC | 11 | 11 | 0.02% | 2.13% | 6.15% | Q1 2021 | Q3 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2020 | 11 |
Bowie Capital Management, LLC | 8 | 8 | 1.80% | 4.57% | 19.32% | Q1 2018 | Q4 2019 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2022 | 11 |
Quantamental Technologies LLC | 4 | 1 | 0.00% | 0.42% | 0.78% | Q4 2018 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2021 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Dana Investment Advisors, Inc. | 8 | 3 | 0.04% | 0.15% | 0.26% | Q1 2018 | Q3 2023 | 11 |
Certified Advisory Corp | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.42% | 0.72% | Q4 2020 | Q2 2023 | 11 |
GenTrust, LLC | 11 | 11 | 0.09% | 0.16% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Ativo Capital Management LLC | 11 | 11 | 0.42% | 0.55% | 0.78% | Q4 2018 | Q2 2021 | 11 |
Candlestick Capital Management LP | 4 | 1 | 0.71% | 1.36% | 2.68% | Q4 2019 | Q1 2023 | 11 |
Suncoast Equity Management | 8 | 3 | 2.24% | 5.20% | 7.14% | Q1 2018 | Q3 2023 | 11 |
VIKING GLOBAL INVESTORS LP | 5 | 1 | 0.52% | 1.04% | 2.15% | Q1 2019 | Q2 2022 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.13% | 0.60% | Q4 2022 | Q3 2023 | 11 |
Granite Investment Advisors, LLC | 8 | 1 | 0.05% | 0.21% | 0.57% | Q1 2018 | Q1 2021 | 11 |
FRIESS ASSOCIATES LLC | 5 | 1 | 0.56% | 1.18% | 1.61% | Q1 2018 | Q1 2022 | 11 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.02% | 0.09% | 0.30% | Q1 2018 | Q3 2023 | 11 |
Good Life Advisors, LLC | 8 | 3 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2020 | 11 |
Maryland Capital Management | 11 | 11 | 0.02% | 1.34% | 2.11% | Q1 2018 | Q3 2020 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
EAGLE GLOBAL ADVISORS LLC | 9 | 2 | 0.47% | 0.58% | 0.94% | Q1 2018 | Q3 2023 | 11 |
Oxbow Advisors, LLC | 7 | 4 | 0.02% | 0.57% | 1.30% | Q4 2018 | Q4 2021 | 11 |
Geller Advisors LLC | 7 | 4 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 11 | 11 | 0.97% | 1.30% | 1.59% | Q1 2020 | Q3 2022 | 11 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 11 | 0.03% | 0.30% | 0.43% | Q4 2018 | Q2 2021 | 11 |
JS Capital Management LLC | 4 | 3 | 0.43% | 3.30% | 6.80% | Q1 2018 | Q3 2022 | 11 |
Essex Financial Services, Inc. | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
HoyleCohen, LLC | 11 | 11 | 0.11% | 0.17% | 0.21% | Q1 2021 | Q3 2023 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 1 | 0.10% | 0.63% | 1.02% | Q1 2018 | Q3 2023 | 11 |
Sculati Wealth Management, LLC | 6 | 1 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q3 2023 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 1.06% | 4.34% | Q1 2018 | Q3 2023 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.29% | 0.62% | 0.98% | Q2 2018 | Q4 2020 | 11 |
Aequim Alternative Investments LP | 11 | 11 | 0.10% | 0.17% | 0.33% | Q3 2020 | Q1 2023 | 11 |
Rikoon Group, LLC | 11 | 11 | 0.06% | 0.18% | 0.26% | Q1 2018 | Q3 2020 | 11 |
Cornerstone Advisors, LLC | 10 | 1 | 0.29% | 0.44% | 0.62% | Q4 2019 | Q3 2023 | 11 |
Ayalon Insurance Comp Ltd. | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 11 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.03% | 0.19% | 0.74% | Q2 2018 | Q3 2023 | 11 |
QV Investors Inc. | 11 | 11 | 0.12% | 0.37% | 0.63% | Q3 2019 | Q1 2022 | 11 |
Stockbridge Partners LLC | 11 | 11 | 3.27% | 7.68% | 12.56% | Q1 2018 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.07% | 0.17% | Q1 2021 | Q3 2023 | 11 |
SeaBridge Investment Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Rampart Investment Management Company, LLC | 11 | 11 | 0.21% | 0.33% | 0.46% | Q1 2018 | Q3 2020 | 11 |
Quantitative Investment Management, LLC | 4 | 1 | 0.04% | 0.46% | 1.12% | Q1 2018 | Q4 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Kore Private Wealth LLC | 6 | 2 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2022 | 11 |
Soros Fund Management | 5 | 1 | 0.07% | 0.28% | 0.61% | Q1 2020 | Q3 2023 | 11 |
Malaga Cove Capital, LLC | 10 | 1 | 0.16% | 0.54% | 0.92% | Q4 2019 | Q4 2022 | 11 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Latitude Advisors, LLC | 10 | 10 | 0.34% | 0.48% | 0.96% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q4 2021 | 10 |
GRAND JEAN CAPITAL MANAGEMENT INC | 10 | 10 | 0.34% | 0.40% | 0.44% | Q4 2020 | Q1 2023 | 10 |
Qtron Investments LLC | 7 | 1 | 0.10% | 0.20% | 0.34% | Q4 2018 | Q3 2023 | 10 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.03% | 0.23% | 0.90% | Q4 2018 | Q2 2021 | 10 |
AMICA MUTUAL INSURANCE CO | 10 | 10 | 0.24% | 0.45% | 0.55% | Q1 2018 | Q2 2020 | 10 |
Avestar Capital, LLC | 6 | 1 | 0.01% | 0.03% | 0.18% | Q1 2018 | Q3 2023 | 10 |
MIDDLETON & CO INC/MA | 10 | 10 | 0.47% | 1.15% | 1.60% | Q1 2018 | Q2 2020 | 10 |
Absoluto Partners Gestao de Recursos Ltda | 10 | 10 | 0.31% | 1.15% | 2.30% | Q1 2021 | Q2 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.10% | 0.11% | 0.13% | Q1 2018 | Q1 2022 | 10 |
Amundi | 10 | 10 | 0.37% | 0.49% | 0.67% | Q2 2021 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Cavalry Management Group, LLC | 10 | 10 | 0.98% | 3.52% | 5.24% | Q4 2020 | Q1 2023 | 10 |
GREATMARK INVESTMENT PARTNERS, INC. | 10 | 10 | 0.16% | 0.66% | 1.21% | Q2 2021 | Q3 2023 | 10 |
Fort Point Capital Partners LLC | 9 | 1 | 0.04% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 10 |
AJO, LP | 10 | 10 | 0.04% | 0.49% | 0.94% | Q1 2018 | Q2 2020 | 10 |
Quantinno Capital Management LP | 8 | 1 | 0.04% | 0.24% | 0.42% | Q3 2019 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 4 | 2 | 0.34% | 1.54% | 4.63% | Q1 2018 | Q1 2021 | 10 |
Community Capital Management, LLC | 5 | 5 | 0.35% | 0.58% | 0.89% | Q4 2018 | Q3 2022 | 10 |
ALBION FINANCIAL GROUP /UT | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Biltmore Family Office, LLC | 10 | 10 | 0.23% | 0.27% | 0.36% | Q1 2018 | Q2 2020 | 10 |
Junto Capital Management LP | 3 | 1 | 0.55% | 1.32% | 2.17% | Q4 2019 | Q2 2023 | 10 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q1 2023 | 10 |
AMARILLO NATIONAL BANK | 10 | 10 | 0.11% | 0.16% | 0.22% | Q1 2018 | Q2 2020 | 10 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.02% | 0.22% | 0.67% | Q3 2020 | Q2 2023 | 10 |
GIRARD PARTNERS LTD. | 10 | 10 | 0.04% | 0.50% | 0.70% | Q1 2018 | Q2 2020 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
ARGI Investment Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2022 | 10 |
CABOT WEALTH MANAGEMENT INC | 10 | 10 | 0.22% | 0.25% | 0.29% | Q2 2021 | Q3 2023 | 10 |
GENERAL AMERICAN INVESTORS CO INC | 10 | 10 | 0.55% | 0.72% | 0.88% | Q4 2019 | Q1 2022 | 10 |
Accuvest Global Advisors | 8 | 1 | 0.00% | 0.28% | 1.54% | Q1 2018 | Q2 2023 | 10 |
Financial Advocates Investment Management | 7 | 3 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 10 |
Amica Retiree Medical Trust | 10 | 10 | 0.25% | 0.45% | 0.54% | Q1 2018 | Q2 2020 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
Baader Bank Aktiengesellschaft | 4 | 3 | 0.03% | 0.23% | 0.54% | Q4 2021 | Q3 2023 | 10 |
Ridgewood Investments LLC | 4 | 1 | 0.00% | 0.15% | 0.22% | Q1 2018 | Q2 2023 | 10 |
KELLEHER FINANCIAL ADVISORS | 6 | 4 | 0.19% | 0.39% | 0.54% | Q1 2018 | Q3 2020 | 10 |
U S GLOBAL INVESTORS INC | 10 | 10 | 2.04% | 2.39% | 2.61% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.16% | 0.44% | 0.54% | Q1 2018 | Q2 2020 | 10 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 10 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 10 | 10 | 1.41% | 2.07% | 2.87% | Q3 2020 | Q4 2022 | 10 |
Spotlight Asset Group, Inc. | 8 | 2 | 0.12% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 10 |
BAR HARBOR TRUST SERVICES | 9 | 1 | 0.00% | 0.27% | 0.42% | Q4 2019 | Q2 2022 | 10 |
D.B. Root & Company, LLC | 10 | 10 | 0.15% | 0.43% | 0.73% | Q1 2018 | Q2 2020 | 10 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.23% | 0.95% | Q4 2018 | Q4 2019 | 10 |
DSM CAPITAL PARTNERS LLC | 8 | 2 | 0.10% | 2.41% | 4.47% | Q1 2018 | Q2 2021 | 10 |
GenWealth Group, Inc. | 10 | 10 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Wilkinson Global Asset Management LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2018 | Q2 2020 | 10 |
SECOR Capital Advisors, LP | 5 | 5 | 0.04% | 0.12% | 0.20% | Q1 2018 | Q1 2019 | 10 |
Aviance Capital Partners, LLC | 6 | 4 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 10 |
Cypress Wealth Services, LLC | 8 | 2 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 10 |
MainStreet Investment Advisors LLC | 5 | 1 | 0.02% | 0.65% | 1.14% | Q1 2018 | Q4 2020 | 10 |
Haverford Trust Co | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAPITAL WEALTH MANAGEMENT, LLC | 7 | 3 | 0.27% | 0.37% | 0.47% | Q1 2018 | Q3 2023 | 10 |
Fortis Advisors, LLC | 10 | 10 | 0.04% | 0.05% | 0.08% | Q1 2018 | Q2 2020 | 10 |
Machina Capital S.A.S. | 5 | 1 | 0.22% | 0.66% | 1.56% | Q4 2018 | Q1 2023 | 10 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Platform Technology Partners | 5 | 1 | 0.12% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 10 |
Modera Wealth Management, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
NinePointTwo Capital LLC | 6 | 4 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 10 |
Sustainable Growth Advisers, LP | 10 | 10 | 0.10% | 2.39% | 3.48% | Q1 2018 | Q2 2020 | 10 |
Independence Advisors, LLC | 8 | 2 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q3 2020 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.10% | 0.30% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Bellecapital International Ltd. | 4 | 1 | 0.07% | 0.15% | 0.35% | Q1 2018 | Q3 2023 | 10 |
Probity Advisors, Inc. | 6 | 1 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q2 2022 | 10 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 9 |
BlueDrive Global Investors LLP | 8 | 1 | 2.68% | 12.66% | 21.10% | Q2 2018 | Q1 2021 | 9 |
Port Capital LLC | 9 | 9 | 1.14% | 2.33% | 3.16% | Q3 2018 | Q3 2020 | 9 |
TEALWOOD ASSET MANAGEMENT INC | 9 | 9 | 0.35% | 0.44% | 0.60% | Q4 2021 | Q4 2023 | 9 |
Maytus Capital Management, LLC | 6 | 1 | 1.22% | 1.68% | 2.79% | Q1 2019 | Q4 2022 | 9 |
JUPITER ASSET MANAGEMENT LTD | 5 | 4 | 0.15% | 0.97% | 2.88% | Q1 2020 | Q3 2023 | 9 |
Capital Bank & Trust Co | 9 | 9 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q1 2020 | 9 |
Gs Investments, Inc. | 9 | 9 | 0.00% | 1.86% | 2.34% | Q1 2018 | Q1 2020 | 9 |
North Fourth Asset Management, LP | 5 | 1 | 0.22% | 1.27% | 3.70% | Q2 2020 | Q4 2022 | 9 |
Stearns Financial Services Group | 8 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2020 | 9 |
Royal Fund Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Ruane, Cunniff & Goldfarb L.P. | 9 | 9 | 3.11% | 3.64% | 4.51% | Q1 2018 | Q1 2020 | 9 |
Strategic Wealth Partners, Ltd. | 9 | 9 | 0.00% | 0.16% | 0.38% | Q1 2018 | Q1 2020 | 9 |
QVR LLC | 2 | 1 | 0.00% | 0.04% | 0.14% | Q2 2021 | Q3 2022 | 9 |
DCM Advisors, LLC | 9 | 9 | 0.26% | 0.70% | 1.31% | Q3 2021 | Q3 2023 | 9 |
Golden Green, Inc. | 4 | 1 | 0.16% | 0.32% | 0.69% | Q4 2020 | Q3 2023 | 9 |
swisspartners Ltd. | 9 | 9 | 0.64% | 0.78% | 1.18% | Q4 2020 | Q4 2022 | 9 |
Alpha Paradigm Partners, LLC | 9 | 9 | 0.11% | 0.40% | 2.23% | Q4 2020 | Q4 2022 | 9 |
Graham Capital Management, L.P. | 5 | 1 | 0.01% | 0.11% | 0.39% | Q1 2018 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 9 |
Live Oak Private Wealth LLC | 9 | 9 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
PIEDMONT INVESTMENT ADVISORS INC | 9 | 9 | 0.24% | 0.38% | 0.45% | Q1 2018 | Q1 2020 | 9 |
Sather Financial Group Inc | 4 | 2 | 0.02% | 0.74% | 3.53% | Q1 2020 | Q3 2023 | 9 |
WADDELL & ASSOCIATES, LLC | 5 | 4 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 9 | 9 | 0.64% | 0.74% | 1.07% | Q1 2018 | Q1 2020 | 9 |
Boston Trust Walden Corp | 9 | 9 | 0.24% | 0.31% | 0.36% | Q1 2018 | Q1 2020 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.08% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.40% | 0.49% | 0.64% | Q3 2021 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 9 | 9 | 0.00% | 0.02% | 0.10% | Q1 2018 | Q1 2020 | 9 |
Aristides Capital LLC | 9 | 9 | 0.33% | 0.53% | 0.95% | Q3 2021 | Q3 2023 | 9 |
Kemnay Advisory Services Inc. | 5 | 1 | 0.08% | 1.03% | 3.50% | Q1 2018 | Q4 2020 | 9 |
London & Capital Asset Management Ltd | 6 | 3 | 0.09% | 1.86% | 3.83% | Q4 2019 | Q3 2022 | 9 |
Human Investing LLC | 6 | 3 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
HighPoint Advisor Group LLC | 5 | 1 | 0.04% | 0.09% | 0.12% | Q2 2019 | Q2 2022 | 9 |
ACCIDENT COMPENSATION CORP | 9 | 9 | 0.23% | 0.37% | 0.60% | Q2 2018 | Q2 2020 | 9 |
Nippon Life Global Investors Americas, Inc. | 6 | 1 | 0.06% | 0.16% | 0.34% | Q1 2018 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 4 | 2 | 0.09% | 0.30% | 0.63% | Q1 2020 | Q3 2023 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 1.33% | 1.85% | 3.86% | Q3 2021 | Q3 2023 | 9 |
Kathmere Capital Management, LLC | 8 | 1 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 9 |
Community Bank, N.A. | 7 | 2 | 0.00% | 0.00% | 0.03% | Q1 2018 | Q3 2020 | 9 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 1 | 0.01% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 9 |
Maven Securities LTD | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2021 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 9 | 0.10% | 0.27% | 0.33% | Q1 2018 | Q1 2020 | 9 |
PointState Capital LP | 5 | 1 | 0.38% | 1.96% | 3.74% | Q1 2019 | Q2 2022 | 9 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.05% | 0.12% | 0.49% | Q1 2018 | Q3 2023 | 9 |
Advocacy Wealth Management Services, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
BOYS ARNOLD & CO INC | 9 | 9 | 0.06% | 0.07% | 0.10% | Q1 2018 | Q1 2020 | 9 |
Svenska Handelsbanken AB (publ) | 9 | 9 | 1.25% | 2.69% | 3.47% | Q1 2018 | Q1 2020 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2020 | 9 |
Governors Lane LP | 7 | 7 | 1.23% | 3.17% | 4.65% | Q2 2020 | Q4 2021 | 9 |
Blackhawk Capital Partners LLC. | 6 | 3 | 0.20% | 0.99% | 1.88% | Q1 2018 | Q2 2020 | 9 |
Vectors Research Management, LLC | 6 | 3 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q2 2022 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.18% | 0.37% | 0.65% | Q3 2021 | Q3 2023 | 9 |
First Affirmative Financial Network | 5 | 4 | 0.21% | 0.33% | 0.51% | Q3 2021 | Q4 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
FORA Capital, LLC | 4 | 1 | 0.09% | 0.77% | 2.32% | Q4 2019 | Q2 2023 | 9 |
Brandywine Global Investment Management, LLC | 6 | 3 | 0.06% | 0.19% | 0.33% | Q1 2019 | Q3 2022 | 9 |
DUALITY ADVISERS, LP | 4 | 1 | 0.03% | 0.46% | 1.02% | Q2 2019 | Q3 2023 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.73% | 0.79% | 0.86% | Q1 2018 | Q1 2020 | 9 |
Highland Private Wealth Management | 8 | 1 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2022 | 9 |
MONTRUSCO BOLTON INVESTMENTS INC. | 9 | 9 | 0.49% | 0.80% | 1.30% | Q1 2019 | Q1 2021 | 9 |
Prentice Wealth Management LLC | 6 | 3 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 9 |
Canal Capital Management, LLC | 5 | 4 | 0.12% | 0.34% | 0.67% | Q1 2018 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Markel Corporation | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
BECKER CAPITAL MANAGEMENT INC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Blue Pool Management Ltd. | 7 | 2 | 0.90% | 1.62% | 2.51% | Q1 2018 | Q3 2021 | 9 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 8 | 1 | 0.88% | 2.58% | 8.13% | Q2 2018 | Q4 2022 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.26% | 0.37% | 0.51% | Q1 2018 | Q1 2020 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.02% | 0.07% | 0.30% | Q2 2020 | Q2 2022 | 9 |
Phoenix Holdings Ltd. | 5 | 4 | 0.02% | 0.07% | 0.18% | Q1 2020 | Q4 2022 | 9 |
SOMA EQUITY PARTNERS LP | 9 | 9 | 5.50% | 8.77% | 11.17% | Q3 2020 | Q3 2022 | 9 |
Archon Partners LLC | 9 | 9 | 1.60% | 2.02% | 2.27% | Q1 2018 | Q1 2020 | 9 |
LYELL WEALTH MANAGEMENT, LP | 8 | 1 | 0.03% | 0.69% | 1.22% | Q1 2018 | Q1 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.34% | 0.43% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Bath Savings Trust Co | 9 | 9 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q1 2020 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Samalin Investment Counsel, LLC | 8 | 1 | 0.03% | 0.19% | 0.23% | Q4 2019 | Q1 2022 | 9 |
Kendall Capital Management | 9 | 9 | 0.16% | 0.58% | 0.85% | Q1 2019 | Q1 2021 | 9 |
SRS Capital Advisors, Inc. | 7 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 9 |
BRANDYWINE TRUST CO | 9 | 9 | 1.36% | 2.19% | 2.75% | Q1 2018 | Q1 2020 | 9 |
SIMON QUICK ADVISORS, LLC | 5 | 4 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 9 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 9 | 9 | 0.11% | 0.13% | 0.14% | Q1 2018 | Q1 2020 | 9 |
Tesco Pension Investment Ltd | 9 | 9 | 1.78% | 2.27% | 2.74% | Q1 2018 | Q1 2020 | 9 |
Sahana Capital Management LP | 9 | 9 | 8.36% | 12.87% | 16.40% | Q3 2021 | Q3 2023 | 9 |
Avantax Planning Partners, Inc. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 9 |
Arbor Wealth Management, LLC | 8 | 8 | 0.85% | 1.44% | 1.90% | Q1 2018 | Q4 2019 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.59% | 0.65% | 0.78% | Q4 2021 | Q3 2023 | 8 |
CAPITAL CITY TRUST CO/FL | 8 | 8 | 1.00% | 1.10% | 1.24% | Q1 2018 | Q4 2019 | 8 |
CenterBook Partners LP | 8 | 8 | 0.30% | 0.46% | 0.66% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.35% | 0.68% | Q1 2018 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.12% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Weitz Investment Management | 8 | 8 | 0.38% | 1.22% | 2.24% | Q1 2018 | Q4 2019 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Stone Ridge Asset Management LLC | 8 | 8 | 0.07% | 0.15% | 0.27% | Q3 2018 | Q2 2020 | 8 |
Bangor Savings Bank | 6 | 2 | 0.01% | 0.07% | 0.27% | Q1 2018 | Q3 2023 | 8 |
United Asset Strategies, Inc. | 5 | 3 | 0.15% | 0.48% | 1.09% | Q1 2018 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Curated Wealth Partners LLC | 7 | 1 | 0.06% | 0.17% | 0.27% | Q4 2020 | Q4 2022 | 8 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 8 | 8 | 0.31% | 0.80% | 1.44% | Q1 2018 | Q4 2019 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q4 2019 | 8 |
Edgewood Management | 8 | 8 | 2.38% | 4.13% | 5.50% | Q1 2018 | Q4 2019 | 8 |
Centerpoint Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
UBS OCONNOR LLC | 4 | 1 | 0.04% | 0.12% | 0.53% | Q4 2018 | Q1 2023 | 8 |
Marcum Wealth, LLC | 5 | 3 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 5 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 8 |
Majedie Asset Management Ltd | 8 | 8 | 0.16% | 5.98% | 14.10% | Q4 2018 | Q3 2020 | 8 |
XML Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 8 | 0.02% | 0.36% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Woodline Partners LP | 3 | 1 | 0.26% | 0.93% | 1.65% | Q4 2019 | Q3 2023 | 8 |
Enlightenment Research, LLC | 4 | 1 | 0.47% | 0.94% | 1.88% | Q4 2018 | Q4 2021 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2021 | 8 |
Hamilton Point Investment Advisors, LLC | 8 | 8 | 1.86% | 2.05% | 2.33% | Q1 2018 | Q4 2019 | 8 |
Core Alternative Capital | 8 | 8 | 0.01% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Tillar-Wenstrup Advisors, LLC | 8 | 8 | 0.94% | 1.04% | 1.16% | Q1 2018 | Q4 2019 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.32% | 0.44% | 0.58% | Q4 2021 | Q4 2023 | 8 |
Legacy Financial Advisors, Inc. | 5 | 3 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 8 |
CLEARARC CAPITAL INC | 8 | 8 | 0.32% | 0.36% | 0.41% | Q1 2018 | Q4 2019 | 8 |
Arlington Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 8 |
Douglass Winthrop Advisors, LLC | 8 | 8 | 0.01% | 0.60% | 1.60% | Q1 2018 | Q4 2019 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.09% | 0.18% | 0.27% | Q1 2019 | Q4 2020 | 8 |
ALTRINSIC GLOBAL ADVISORS LLC | 8 | 8 | 1.33% | 1.92% | 2.66% | Q1 2020 | Q4 2021 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q4 2019 | 8 |
GOFEN & GLOSSBERG LLC /IL/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.21% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.16% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.08% | 0.32% | Q2 2020 | Q1 2022 | 8 |
Gabalex Capital Management LLC | 8 | 8 | 1.26% | 2.94% | 5.33% | Q1 2018 | Q4 2019 | 8 |
Sciencast Management LP | 2 | 1 | 0.10% | 0.38% | 0.84% | Q1 2018 | Q2 2022 | 8 |
PARNASSUS INVESTMENTS, LLC | 8 | 8 | 1.36% | 1.57% | 1.87% | Q2 2020 | Q1 2022 | 8 |
Stuart Chaussee & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Vantage Consulting Group Inc | 4 | 1 | 0.01% | 0.08% | 0.14% | Q4 2020 | Q2 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.09% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
AdvisorShares Investments LLC | 5 | 3 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 8 | 8 | 0.10% | 0.43% | 0.75% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 7 | 1 | 0.06% | 0.28% | 0.80% | Q1 2020 | Q2 2022 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.02% | 0.26% | 0.65% | Q4 2018 | Q3 2023 | 8 |
BTR CAPITAL MANAGEMENT INC | 8 | 8 | 1.26% | 1.38% | 1.58% | Q1 2018 | Q4 2019 | 8 |
Cavalier Investments, LLC | 6 | 2 | 0.23% | 0.46% | 0.87% | Q3 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 7 | 1 | 0.01% | 0.56% | 1.91% | Q2 2018 | Q2 2020 | 8 |
Keystone Financial Services | 8 | 8 | 0.30% | 0.41% | 0.57% | Q4 2021 | Q3 2023 | 8 |
ZEVIN ASSET MANAGEMENT LLC | 8 | 8 | 2.06% | 2.29% | 2.44% | Q1 2018 | Q4 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 8 | 8 | 4.26% | 5.92% | 8.06% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.80% | 0.95% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MONTAG & CALDWELL, LLC | 8 | 8 | 2.02% | 2.48% | 2.98% | Q1 2018 | Q4 2019 | 8 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 8 | 8 | 2.02% | 3.32% | 4.10% | Q4 2020 | Q3 2022 | 8 |
Jump Trading, LLC | 3 | 3 | 0.00% | 0.15% | 0.41% | Q1 2018 | Q3 2018 | 8 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q4 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Municipal Employees' Retirement System of Michigan | 6 | 2 | 0.03% | 0.12% | 0.30% | Q1 2018 | Q1 2020 | 8 |
One River Asset Management, LLC | 4 | 4 | 0.01% | 0.09% | 0.29% | Q4 2022 | Q3 2023 | 8 |
CHILTON INVESTMENT CO INC. | 8 | 8 | 0.02% | 0.27% | 1.43% | Q1 2020 | Q4 2021 | 8 |
QUEST INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.19% | 1.10% | 1.99% | Q1 2018 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 1.06% | 1.29% | 1.69% | Q4 2021 | Q3 2023 | 8 |
CHANNING GLOBAL ADVISORS, LLC | 8 | 8 | 1.57% | 2.12% | 2.80% | Q4 2021 | Q3 2023 | 8 |
Valiant Capital Management, L.P. | 8 | 8 | 2.64% | 5.56% | 9.17% | Q1 2018 | Q4 2019 | 8 |
LRT Capital Management, LLC | 8 | 8 | 0.61% | 1.47% | 2.68% | Q4 2021 | Q3 2023 | 8 |
PUBLIC INVESTMENT FUND | 6 | 2 | 0.34% | 1.16% | 1.80% | Q1 2020 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.09% | 0.50% | 2.17% | Q4 2021 | Q3 2023 | 8 |
BOSTON FAMILY OFFICE LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.13% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.03% | 0.07% | 0.19% | Q4 2019 | Q3 2021 | 8 |
Glenview Trust Co | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.02% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.92% | 1.07% | 1.36% | Q1 2018 | Q4 2019 | 8 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 8 | 8 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 8 |
Handelsinvest Investeringsforvaltning | 8 | 8 | 0.16% | 0.19% | 0.26% | Q1 2018 | Q4 2019 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.06% | 0.26% | 0.69% | Q1 2021 | Q1 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.55% | 0.81% | 1.38% | Q4 2021 | Q3 2023 | 8 |
DAVIS-REA LTD. | 8 | 8 | 2.03% | 2.29% | 2.72% | Q1 2018 | Q4 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.07% | 0.17% | Q4 2021 | Q3 2023 | 8 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.06% | 0.16% | Q1 2018 | Q2 2023 | 8 |
9258 Wealth Management, LLC | 7 | 1 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q1 2022 | 8 |
Buttonwood Financial Advisors Inc. | 8 | 8 | 0.85% | 1.00% | 1.31% | Q4 2021 | Q3 2023 | 8 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 8 | 8 | 1.03% | 1.12% | 1.24% | Q1 2018 | Q4 2019 | 8 |
Darsana Capital Partners LP | 6 | 2 | 5.00% | 6.98% | 9.01% | Q1 2018 | Q4 2020 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARKSTON INTERNATIONAL LLC | 8 | 8 | 0.52% | 0.65% | 0.74% | Q1 2020 | Q4 2021 | 8 |
PROFFITT & GOODSON INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Bank OZK | 8 | 8 | 0.32% | 0.34% | 0.37% | Q1 2018 | Q4 2019 | 8 |
CLARK ESTATES INC/NY | 4 | 4 | 0.46% | 0.78% | 1.16% | Q1 2019 | Q1 2021 | 8 |
Cross Staff Investments Inc | 8 | 8 | 0.47% | 0.58% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Pallas Capital Advisors LLC | 6 | 2 | 0.02% | 0.58% | 0.95% | Q1 2021 | Q1 2023 | 8 |
VeriStar Capital Management LP | 8 | 8 | 6.74% | 11.92% | 14.09% | Q4 2021 | Q3 2023 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 1.43% | 1.95% | 2.83% | Q4 2021 | Q3 2023 | 8 |
ETRADE Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
PEOPLES FINANCIAL SERVICES CORP. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
SeaTown Holdings Pte. Ltd. | 5 | 1 | 0.22% | 1.17% | 2.28% | Q4 2020 | Q2 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.13% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Smith, Salley & Associates | 8 | 8 | 0.79% | 0.84% | 0.88% | Q1 2018 | Q4 2019 | 8 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.03% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 7 | 1 | 0.25% | 0.49% | 0.77% | Q4 2018 | Q4 2020 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.06% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Choate Investment Advisors | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
Norway Savings Bank | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Mizuho Markets Cayman LP | 8 | 8 | 0.05% | 0.13% | 0.21% | Q1 2021 | Q4 2022 | 8 |
Sippican Capital Advisors | 8 | 8 | 0.44% | 0.68% | 0.81% | Q3 2020 | Q2 2022 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 0.90% | 1.13% | 1.36% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q2 2022 | 8 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q3 2020 | 8 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.47% | 0.60% | 0.81% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Egerton Capital (UK) LLP | 6 | 1 | 1.29% | 2.74% | 4.39% | Q2 2018 | Q3 2023 | 8 |
Duquesne Family Office | 6 | 2 | 0.86% | 1.93% | 3.73% | Q2 2020 | Q2 2022 | 8 |
Stratos Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.41% | 0.50% | 0.69% | Q4 2021 | Q4 2023 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q4 2019 | 8 |
Fiduciary Trust Co International of Pennsylvania | 8 | 8 | 0.02% | 0.20% | 0.24% | Q2 2018 | Q1 2020 | 8 |
Telos Capital Management, Inc. | 8 | 8 | 1.02% | 1.13% | 1.31% | Q1 2018 | Q4 2019 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.39% | 0.51% | 0.74% | Q1 2018 | Q4 2019 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.19% | 0.33% | 0.49% | Q1 2018 | Q4 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.24% | 0.31% | 0.39% | Q3 2021 | Q2 2023 | 8 |
NORRIS PERNE & FRENCH LLP/MI | 8 | 8 | 0.03% | 0.37% | 1.50% | Q1 2018 | Q4 2019 | 8 |
DAVIS R M INC | 8 | 8 | 0.85% | 0.93% | 1.03% | Q1 2018 | Q4 2019 | 8 |
Ulysses Management LLC | 8 | 8 | 0.46% | 1.74% | 2.56% | Q4 2018 | Q3 2020 | 8 |
Provident Investment Management, Inc. | 8 | 8 | 4.43% | 5.17% | 5.66% | Q1 2018 | Q4 2019 | 8 |
SHAKER INVESTMENTS LLC/OH | 8 | 8 | 0.24% | 0.64% | 1.30% | Q1 2018 | Q4 2019 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
Triangle Securities Wealth Management | 8 | 8 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 8 | 8 | 0.11% | 0.12% | 0.15% | Q1 2018 | Q4 2019 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.09% | 0.11% | 0.13% | Q1 2018 | Q4 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
CONDOR CAPITAL MANAGEMENT | 8 | 8 | 0.26% | 0.32% | 0.42% | Q1 2018 | Q4 2019 | 8 |
LGT Group Foundation | 8 | 8 | 0.79% | 0.98% | 1.14% | Q4 2021 | Q3 2023 | 8 |
Kiwi Wealth Investments Limited Partnership | 6 | 2 | 0.04% | 0.45% | 0.94% | Q4 2018 | Q4 2020 | 8 |
NWK Group, Inc. | 8 | 8 | 1.29% | 2.03% | 3.08% | Q3 2020 | Q2 2022 | 8 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.05% | 0.11% | 0.19% | Q3 2018 | Q1 2021 | 8 |
Private Ocean, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Pekin Hardy Strauss, Inc. | 8 | 8 | 0.04% | 0.08% | 0.12% | Q3 2019 | Q2 2021 | 8 |
First Long Island Investors, LLC | 8 | 8 | 1.59% | 2.17% | 2.59% | Q1 2018 | Q4 2019 | 8 |
Bayesian Capital Management, LP | 4 | 1 | 0.08% | 0.33% | 0.82% | Q3 2019 | Q4 2022 | 7 |
EMC Capital Management | 7 | 7 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q2 2022 | 7 |
Price Wealth, LLC | 6 | 1 | 0.04% | 0.19% | 0.37% | Q2 2018 | Q3 2020 | 7 |
M&R CAPITAL MANAGEMENT INC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Meridian Financial Partners LLC | 7 | 7 | 0.37% | 0.45% | 0.50% | Q4 2018 | Q2 2020 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.21% | 0.31% | 0.45% | Q1 2022 | Q3 2023 | 7 |
O'Brien Greene & Co. Inc | 7 | 7 | 1.52% | 2.02% | 2.35% | Q4 2018 | Q2 2020 | 7 |
AlphaStar Capital Management, LLC | 6 | 1 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q4 2022 | 7 |
HighVista Strategies LLC | 4 | 3 | 0.35% | 1.57% | 3.12% | Q1 2019 | Q3 2023 | 7 |
FENIMORE ASSET MANAGEMENT INC | 7 | 7 | 0.97% | 1.23% | 1.63% | Q1 2022 | Q3 2023 | 7 |
Private Wealth Partners, LLC | 7 | 7 | 0.13% | 0.48% | 0.99% | Q1 2018 | Q3 2019 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 7 | 7 | 0.74% | 0.89% | 1.15% | Q1 2022 | Q3 2023 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 5 | 2 | 0.92% | 2.16% | 2.95% | Q4 2018 | Q3 2022 | 7 |
Russell Clark Investment Management Ltd | 4 | 3 | 0.09% | 0.80% | 2.00% | Q1 2018 | Q4 2019 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.56% | 0.70% | 0.81% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
Alpha Cubed Investments, LLC | 3 | 1 | 0.02% | 0.27% | 0.66% | Q1 2018 | Q3 2021 | 7 |
Bayberry Capital Partners LP | 7 | 7 | 1.40% | 4.34% | 6.18% | Q2 2020 | Q4 2021 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
FIRST MERCANTILE TRUST CO | 5 | 2 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q4 2019 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.96% | 1.09% | 1.20% | Q4 2018 | Q2 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.42% | 0.52% | 0.59% | Q1 2022 | Q3 2023 | 7 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.10% | 0.17% | 0.20% | Q1 2018 | Q3 2019 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
Merlin Capital, Inc | 7 | 7 | 0.71% | 1.83% | 2.96% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
EASTERN BANK | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 7 | 0.74% | 0.99% | 1.29% | Q1 2022 | Q3 2023 | 7 |
Bridgefront Capital, LLC | 4 | 1 | 0.14% | 0.68% | 1.45% | Q1 2021 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
LGT Fund Management Co Ltd. | 7 | 7 | 0.10% | 0.43% | 0.97% | Q4 2021 | Q2 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 7 |
Jeneq Management LP | 6 | 1 | 1.93% | 9.77% | 19.24% | Q4 2019 | Q4 2021 | 7 |
Fortis Capital Management LLC | 7 | 7 | 0.18% | 0.53% | 1.54% | Q4 2020 | Q2 2022 | 7 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
EMERALD MUTUAL FUND ADVISERS TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Elkfork Partners LLC | 7 | 7 | 0.08% | 0.15% | 0.19% | Q1 2018 | Q3 2019 | 7 |
Burgundy Asset Management Ltd. | 7 | 7 | 0.58% | 1.25% | 1.76% | Q2 2019 | Q4 2020 | 7 |
Berger Financial Group, Inc | 4 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 7 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.22% | 0.74% | 1.70% | Q1 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TCW GROUP INC | 6 | 1 | 0.22% | 0.76% | 1.03% | Q1 2018 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Deane Retirement Strategies, Inc. | 6 | 1 | 1.19% | 1.86% | 2.06% | Q4 2019 | Q1 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.18% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Ashburton (Jersey) Ltd | 7 | 7 | 0.29% | 0.38% | 0.49% | Q1 2018 | Q3 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.09% | 0.19% | Q1 2022 | Q3 2023 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.01% | 0.18% | 0.25% | Q1 2018 | Q3 2019 | 7 |
EMERALD ADVISERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Navalign, LLC | 7 | 7 | 0.24% | 0.31% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Meadow Creek Investment Management LLC | 7 | 7 | 0.02% | 0.08% | 0.10% | Q1 2018 | Q3 2019 | 7 |
FARLEY CAPITAL L.P. | 7 | 7 | 6.09% | 8.28% | 9.19% | Q4 2019 | Q2 2021 | 7 |
McLean Asset Management Corp | 4 | 3 | 0.08% | 0.10% | 0.15% | Q3 2021 | Q4 2023 | 7 |
Greystone Managed Investments Inc. | 7 | 7 | 0.34% | 0.37% | 0.41% | Q1 2018 | Q3 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Ardmore Road Asset Management LP | 5 | 2 | 0.81% | 5.76% | 10.65% | Q4 2021 | Q3 2023 | 7 |
PGGM Investments | 5 | 2 | 0.18% | 0.36% | 0.64% | Q2 2020 | Q3 2023 | 7 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q2 2023 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.19% | 0.28% | 0.40% | Q1 2022 | Q3 2023 | 7 |
RPG Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Desjardins Global Asset Management Inc. | 7 | 7 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.21% | 0.32% | 0.46% | Q1 2022 | Q3 2023 | 7 |
RMR Wealth Builders | 6 | 1 | 0.01% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.11% | 0.44% | 1.05% | Q2 2018 | Q1 2023 | 7 |
BRR OpCo, LLC | 7 | 7 | 0.04% | 0.04% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 7 |
MARTIN CURRIE LTD | 7 | 7 | 0.18% | 0.19% | 0.20% | Q1 2018 | Q3 2019 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Varma Mutual Pension Insurance Co | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Glen Harbor Capital Management LLC | 7 | 7 | 0.06% | 0.11% | 0.13% | Q1 2018 | Q3 2019 | 7 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.09% | 0.26% | 0.41% | Q2 2020 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.08% | 0.22% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Hudson Value Partners, LLC | 7 | 7 | 0.58% | 0.62% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Honeycomb Asset Management LP | 3 | 1 | 1.09% | 2.42% | 4.37% | Q2 2020 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.13% | 0.14% | 0.20% | Q1 2018 | Q3 2019 | 7 |
TIFF ADVISORY SERVICES, LLC | 7 | 7 | 1.48% | 4.15% | 5.53% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Flinton Capital Management LLC | 7 | 7 | 0.05% | 0.09% | 0.11% | Q1 2018 | Q3 2019 | 7 |
OLD DOMINION CAPITAL MANAGEMENT INC | 5 | 2 | 0.07% | 0.25% | 0.61% | Q1 2018 | Q1 2020 | 7 |
Paulson Wealth Management Inc. | 7 | 7 | 0.21% | 0.43% | 0.76% | Q1 2018 | Q3 2019 | 7 |
HS Management Partners, LLC | 3 | 2 | 2.43% | 3.82% | 5.90% | Q2 2019 | Q4 2022 | 7 |
Birch Run Capital Advisors, LP | 7 | 7 | 0.98% | 1.56% | 3.00% | Q1 2020 | Q3 2021 | 7 |
1ST SOURCE BANK | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 7 |
QCM Cayman, Ltd. | 3 | 2 | 0.92% | 3.46% | 6.22% | Q2 2020 | Q3 2023 | 7 |
Sloane Robinson LLP | 6 | 1 | 0.26% | 3.39% | 7.41% | Q3 2018 | Q3 2020 | 7 |
EQUITY INVESTMENT CORP | 7 | 7 | 1.55% | 1.83% | 2.37% | Q1 2019 | Q3 2020 | 7 |
KENSICO CAPITAL MANAGEMENT CORP | 6 | 1 | 0.34% | 1.77% | 2.89% | Q1 2018 | Q3 2021 | 7 |
Lucha Capital Management, LP | 7 | 7 | 2.44% | 3.48% | 5.20% | Q1 2018 | Q3 2019 | 7 |
Interval Partners, LP | 4 | 1 | 0.04% | 0.37% | 1.00% | Q2 2019 | Q4 2022 | 7 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 7 | 7 | 2.14% | 2.35% | 2.68% | Q1 2018 | Q3 2019 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.19% | 0.21% | 0.25% | Q1 2018 | Q3 2019 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 2 | 0.00% | 0.64% | 1.35% | Q3 2019 | Q1 2022 | 7 |
JT Stratford LLC | 3 | 1 | 0.01% | 0.12% | 0.25% | Q2 2018 | Q1 2023 | 7 |
AGF Investments America Inc. | 7 | 7 | 0.29% | 0.39% | 0.48% | Q2 2019 | Q4 2020 | 7 |
Cipher Capital LP | 4 | 1 | 0.16% | 0.26% | 0.52% | Q1 2018 | Q3 2023 | 7 |
Connecticut Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 7 |
HARTWELL J M LIMITED PARTNERSHIP | 7 | 7 | 6.02% | 6.72% | 7.57% | Q1 2018 | Q3 2019 | 7 |
Bensler, LLC | 7 | 7 | 0.44% | 0.64% | 1.02% | Q1 2022 | Q3 2023 | 7 |
Capitolis Advisors LLC | 5 | 2 | 0.00% | 0.27% | 0.58% | Q4 2020 | Q3 2022 | 7 |
BAR HARBOR WEALTH MANAGEMENT | 7 | 7 | 0.04% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 7 |
UNIVEST FINANCIAL Corp | 6 | 1 | 1.46% | 1.67% | 1.82% | Q2 2018 | Q1 2020 | 7 |
BTC Capital Management, Inc. | 7 | 7 | 0.13% | 0.19% | 0.36% | Q1 2018 | Q3 2019 | 7 |
Hitchwood Capital Management LP | 3 | 1 | 1.03% | 2.34% | 5.77% | Q1 2018 | Q1 2023 | 7 |
VeraBank, N.A. | 4 | 3 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 7 |
Eidelman Virant Capital | 7 | 7 | 0.91% | 1.24% | 1.64% | Q1 2021 | Q3 2022 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.01% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
HALSEY ASSOCIATES INC/CT | 7 | 7 | 2.59% | 2.98% | 3.26% | Q1 2018 | Q3 2019 | 7 |
Guinness Asset Management LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
China Universal Asset Management Co., Ltd. | 7 | 7 | 0.20% | 0.47% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Oasis Management Co Ltd. | 3 | 1 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q2 2023 | 7 |
Peak Asset Management, LLC | 7 | 7 | 1.09% | 1.52% | 2.08% | Q1 2022 | Q3 2023 | 7 |
CIBC BANK USA | 4 | 3 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q4 2019 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Lodge Hill Capital, LLC | 3 | 3 | 2.10% | 3.88% | 6.04% | Q2 2021 | Q4 2022 | 6 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 1.16% | 1.83% | 2.47% | Q2 2019 | Q4 2020 | 6 |
TOWER BRIDGE ADVISORS | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Legal Advantage Investments, Inc. | 6 | 6 | 0.85% | 0.94% | 0.99% | Q4 2020 | Q1 2022 | 6 |
CORTLAND ASSOCIATES INC/MO | 6 | 6 | 1.70% | 4.97% | 7.54% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.06% | 0.23% | Q4 2020 | Q3 2022 | 6 |
GraniteShares Advisors LLC | 6 | 6 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q2 2023 | 6 |
KLK CAPITAL MANAGEMENT LLC | 5 | 1 | 0.69% | 0.97% | 1.26% | Q1 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.08% | 0.18% | 0.36% | Q1 2021 | Q2 2022 | 6 |
XTX Topco Ltd | 3 | 1 | 0.09% | 0.31% | 0.53% | Q1 2021 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allen Capital Group, LLC | 3 | 3 | 0.19% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.22% | 0.38% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Vantage Investment Partners, LLC | 6 | 6 | 0.39% | 3.48% | 5.05% | Q2 2021 | Q3 2022 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.05% | 0.09% | Q3 2021 | Q4 2022 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.04% | 0.21% | 0.39% | Q1 2018 | Q2 2019 | 6 |
Ardevora Asset Management LLP | 6 | 6 | 0.81% | 0.90% | 1.06% | Q2 2020 | Q3 2021 | 6 |
Kessler Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
CHEMICAL BANK | 6 | 6 | 0.12% | 0.15% | 0.17% | Q1 2018 | Q2 2019 | 6 |
LMR Partners LLP | 3 | 1 | 0.02% | 0.13% | 0.34% | Q2 2018 | Q4 2022 | 6 |
Fairfax Financial Holdings | 6 | 6 | 0.25% | 0.55% | 0.65% | Q1 2020 | Q2 2021 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q2 2020 | 6 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.05% | 3.65% | 14.94% | Q1 2018 | Q4 2021 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.48% | 0.52% | 0.55% | Q3 2021 | Q4 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.05% | 0.17% | 0.38% | Q1 2021 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.19% | 0.23% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Eos Focused Equity Management, L.P. | 6 | 6 | 2.55% | 3.40% | 4.54% | Q3 2020 | Q4 2021 | 6 |
Trust Co | 4 | 2 | 0.07% | 1.22% | 3.58% | Q2 2018 | Q3 2023 | 6 |
Meristem Family Wealth, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q1 2022 | 6 |
Apertura Capital, LLC | 2 | 1 | 0.30% | 1.62% | 3.03% | Q1 2018 | Q3 2019 | 6 |
THUNDERBIRD PARTNERS LLP | 6 | 6 | 4.41% | 7.21% | 16.21% | Q1 2018 | Q2 2019 | 6 |
WENDELL DAVID ASSOCIATES INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2019 | 6 |
SRS Investment Management, LLC | 4 | 2 | 2.32% | 3.61% | 5.83% | Q1 2020 | Q3 2021 | 6 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.10% | 0.84% | 2.38% | Q3 2019 | Q1 2021 | 6 |
GAMBLE JONES INVESTMENT COUNSEL | 5 | 1 | 0.02% | 0.05% | 0.09% | Q1 2018 | Q4 2019 | 6 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.02% | 2.43% | 5.57% | Q2 2020 | Q4 2021 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.19% | Q2 2022 | Q3 2023 | 6 |
KG FUNDS MANAGEMENT, LLC | 6 | 6 | 7.71% | 9.53% | 14.35% | Q4 2018 | Q1 2020 | 6 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 6 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 1 | 0.13% | 0.23% | 0.27% | Q4 2018 | Q3 2023 | 6 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 1 | 0.08% | 0.38% | 0.75% | Q3 2020 | Q4 2022 | 6 |
Traynor Capital Management, Inc. | 5 | 1 | 0.09% | 0.29% | 0.47% | Q4 2018 | Q4 2020 | 6 |
WESPAC Advisors SoCal, LLC | 6 | 6 | 0.45% | 0.59% | 0.71% | Q3 2018 | Q4 2019 | 6 |
CSS LLC/IL | 4 | 1 | 0.03% | 0.05% | 0.11% | Q1 2018 | Q4 2020 | 6 |
DnB Asset Management AS | 3 | 1 | 0.28% | 0.86% | 1.36% | Q1 2018 | Q3 2022 | 6 |
WILLIAMS JONES & ASSOCIATES LLC | 6 | 6 | 0.14% | 0.18% | 0.23% | Q1 2018 | Q2 2019 | 6 |
First Bancorp, Inc /ME/ | 6 | 6 | 0.20% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.29% | 0.35% | 0.42% | Q2 2018 | Q3 2019 | 6 |
ThornTree Capital Partners LP | 3 | 3 | 3.15% | 5.21% | 8.15% | Q1 2018 | Q4 2020 | 6 |
PATTON FUND MANAGEMENT, INC. | 3 | 1 | 0.33% | 0.68% | 1.01% | Q2 2021 | Q3 2023 | 6 |
NINE MASTS CAPITAL Ltd | 3 | 3 | 0.12% | 0.60% | 1.28% | Q2 2018 | Q4 2018 | 6 |
CQS (US), LLC | 6 | 6 | 0.12% | 0.43% | 0.89% | Q4 2019 | Q1 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Polar Capital LLP | 3 | 3 | 0.06% | 0.10% | 0.17% | Q1 2018 | Q3 2020 | 6 |
OXFORD ASSET MANAGEMENT LLP | 4 | 2 | 0.04% | 0.21% | 0.50% | Q2 2018 | Q4 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 6 |
SEIZERT CAPITAL PARTNERS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q2 2021 | 6 |
Smead Capital Management, Inc. | 6 | 6 | 1.06% | 1.23% | 1.58% | Q1 2019 | Q2 2020 | 6 |
LAU ASSOCIATES LLC | 6 | 6 | 0.31% | 0.38% | 0.48% | Q3 2018 | Q4 2019 | 6 |
SCOUT INVESTMENTS, INC. | 6 | 6 | 0.19% | 0.47% | 0.90% | Q1 2020 | Q2 2021 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.00% | 0.11% | 0.68% | Q4 2018 | Q3 2023 | 6 |
CORNERSTONE ADVISORS INC | 5 | 1 | 0.00% | 0.42% | 0.70% | Q1 2018 | Q4 2021 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
CAPITAL GUARDIAN TRUST CO | 6 | 6 | 0.06% | 0.42% | 0.68% | Q1 2018 | Q2 2019 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.35% | 0.42% | 0.57% | Q1 2018 | Q2 2019 | 6 |
COUNTRY TRUST BANK | 5 | 1 | 0.00% | 1.14% | 1.50% | Q3 2020 | Q4 2023 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 4 | 2 | 0.03% | 0.13% | 0.38% | Q1 2018 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Squar Milner Financial Services LLC | 3 | 1 | 0.01% | 0.02% | 0.09% | Q2 2018 | Q1 2020 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.20% | 0.32% | Q1 2019 | Q1 2023 | 6 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.03% | Q1 2018 | Q2 2022 | 6 |
PEAK6 Group LLC | 2 | 2 | 0.06% | 0.22% | 0.52% | Q1 2018 | Q2 2018 | 6 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 6 | 6 | 0.41% | 1.08% | 1.93% | Q1 2019 | Q2 2020 | 6 |
6 Meridian | 6 | 6 | 0.61% | 0.67% | 0.76% | Q1 2018 | Q2 2019 | 6 |
Redwood Investments, LLC | 6 | 6 | 0.25% | 0.33% | 0.45% | Q2 2022 | Q3 2023 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Claar Advisors LLC | 6 | 6 | 1.05% | 1.66% | 2.20% | Q1 2021 | Q2 2022 | 6 |
Investidor Profissional Gestao de Recursos Ltda. | 6 | 6 | 5.02% | 7.44% | 11.28% | Q3 2018 | Q4 2019 | 6 |
Atom Investors LP | 2 | 1 | 0.02% | 0.32% | 0.97% | Q4 2018 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.92% | 1.08% | 1.29% | Q2 2022 | Q3 2023 | 6 |
Leith Wheeler Investment Counsel Ltd. | 6 | 6 | 0.17% | 0.32% | 0.61% | Q1 2022 | Q2 2023 | 6 |
Retirement Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.53% | 0.63% | 0.75% | Q2 2022 | Q3 2023 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 1 | 0.01% | 0.15% | 0.57% | Q2 2018 | Q2 2023 | 6 |
IBERIABANK CORP | 5 | 1 | 0.02% | 0.09% | 0.27% | Q2 2018 | Q4 2019 | 6 |
Czech National Bank | 6 | 6 | 0.22% | 0.27% | 0.31% | Q3 2022 | Q4 2023 | 6 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 4 | 2 | 0.21% | 0.44% | 0.69% | Q4 2021 | Q3 2023 | 6 |
Solidarity Wealth, LLC | 3 | 3 | 0.91% | 1.84% | 2.80% | Q1 2022 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Act Two Investors LLC | 6 | 6 | 4.91% | 5.41% | 5.96% | Q4 2018 | Q1 2020 | 6 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.01% | 0.25% | 0.52% | Q1 2019 | Q3 2023 | 6 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 6 |
Noked Israel Ltd | 2 | 2 | 0.07% | 0.90% | 2.36% | Q1 2019 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 6 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.31% | 0.50% | Q3 2021 | Q3 2023 | 6 |
Joseph P. Lucia & Associates, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2022 | 6 |
PARK PRESIDIO CAPITAL LLC | 6 | 6 | 6.00% | 8.65% | 11.00% | Q3 2018 | Q4 2019 | 6 |
PSI Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
OneAscent Financial Services LLC | 4 | 2 | 0.07% | 0.25% | 0.36% | Q4 2019 | Q3 2023 | 6 |
NAN FUNG TRINITY (HK) Ltd | 4 | 2 | 0.81% | 1.83% | 2.88% | Q1 2020 | Q1 2022 | 6 |
FORTE CAPITAL LLC /ADV | 6 | 6 | 0.78% | 1.01% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.17% | 0.54% | 1.82% | Q1 2020 | Q4 2022 | 6 |
WEATHERLY ASSET MANAGEMENT L. P. | 6 | 6 | 0.05% | 0.07% | 0.13% | Q1 2018 | Q2 2019 | 6 |
GRANDFIELD & DODD, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 6 |
Graypoint LLC | 4 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 6 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.03% | 0.42% | 1.64% | Q4 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.48% | 0.53% | 0.58% | Q4 2018 | Q4 2019 | 5 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.02% | 0.12% | 0.21% | Q2 2018 | Q2 2021 | 5 |
Horizon Investment Services, LLC | 4 | 1 | 0.63% | 1.08% | 1.27% | Q4 2018 | Q3 2023 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Brand Asset Management Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 5 |
Wharton Business Group, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | 5 | 5 | 0.79% | 2.66% | 4.44% | Q1 2022 | Q1 2023 | 5 |
Origin Asset Management LLP | 5 | 5 | 0.66% | 0.75% | 0.82% | Q1 2018 | Q1 2019 | 5 |
Ithaka Group | 5 | 5 | 0.03% | 1.94% | 2.81% | Q1 2018 | Q1 2019 | 5 |
WEXFORD CAPITAL LP | 2 | 1 | 0.08% | 0.17% | 0.35% | Q1 2020 | Q3 2023 | 5 |
Resurgent Financial Advisors LLC | 4 | 1 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.11% | 0.19% | 0.31% | Q1 2018 | Q1 2019 | 5 |
FARALLON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.46% | 1.53% | 2.43% | Q3 2018 | Q3 2019 | 5 |
TIVERTON ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2019 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.67% | 0.76% | 0.83% | Q1 2018 | Q1 2019 | 5 |
Flossbach von Storch AG Zurich | 5 | 5 | 2.81% | 4.67% | 6.06% | Q4 2018 | Q4 2019 | 5 |
HILLMAN CO | 5 | 5 | 9.55% | 11.43% | 12.26% | Q1 2018 | Q1 2019 | 5 |
Cerebellum GP, LLC | 4 | 1 | 0.18% | 0.27% | 0.30% | Q2 2018 | Q3 2020 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Sands Capital Management | 5 | 5 | 1.11% | 2.97% | 4.05% | Q1 2018 | Q1 2019 | 5 |
SYNTAX ADVISORS, LLC | 3 | 2 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q2 2023 | 5 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 5 |
Greenbrier Partners Capital Management, LLC | 5 | 5 | 0.46% | 0.53% | 0.59% | Q1 2018 | Q1 2019 | 5 |
Lafayette Investments | 5 | 5 | 0.26% | 0.54% | 0.82% | Q2 2019 | Q2 2020 | 5 |
EFG Asset Management (Americas) Corp. | 5 | 5 | 0.50% | 0.58% | 0.64% | Q3 2020 | Q3 2021 | 5 |
Versor Investments LP | 2 | 1 | 0.03% | 0.10% | 0.27% | Q1 2021 | Q2 2023 | 5 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.70% | 1.16% | Q1 2018 | Q1 2020 | 5 |
Zweig-DiMenna Associates LLC | 4 | 1 | 0.07% | 0.21% | 0.29% | Q1 2018 | Q2 2021 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 5 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Gideon Capital Advisors, Inc. | 5 | 5 | 0.08% | 0.17% | 0.35% | Q3 2018 | Q3 2019 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHOLTZ & COMPANY, LLC | 3 | 1 | 0.32% | 1.31% | 2.61% | Q2 2018 | Q4 2020 | 5 |
Meridian Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.26% | 0.36% | Q4 2018 | Q4 2019 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.03% | 0.20% | 0.64% | Q1 2018 | Q1 2019 | 5 |
NorthCrest Asset Manangement, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
WAFRA INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Riggs Asset Managment Co. Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 5 |
black-and-white Capital LP | 5 | 5 | 1.61% | 4.46% | 6.33% | Q2 2020 | Q2 2021 | 5 |
Chicago Partners Investment Group LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2022 | 5 |
RIVULET CAPITAL, LLC | 5 | 5 | 1.95% | 7.61% | 13.32% | Q4 2019 | Q4 2020 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.26% | 0.57% | 1.01% | Q2 2020 | Q3 2022 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.14% | 0.23% | 0.28% | Q2 2021 | Q2 2022 | 5 |
BESSEMER SECURITIES LLC | 5 | 5 | 0.19% | 0.25% | 0.30% | Q4 2018 | Q4 2019 | 5 |
BlueSpruce Investments, LP | 5 | 5 | 6.07% | 7.67% | 9.14% | Q3 2018 | Q3 2019 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Chiron Investment Management, LLC | 3 | 2 | 0.44% | 1.38% | 2.11% | Q2 2020 | Q2 2023 | 5 |
Steinberg Global Asset Management | 5 | 5 | 0.12% | 0.15% | 0.18% | Q1 2018 | Q1 2019 | 5 |
US Asset Management LLC | 2 | 1 | 0.16% | 0.18% | 0.22% | Q3 2021 | Q1 2023 | 5 |
Arete Wealth Advisors, LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q4 2022 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 0.40% | 0.65% | 0.86% | Q1 2019 | Q1 2020 | 5 |
Potrero Capital Research LLC | 5 | 5 | 0.59% | 1.08% | 1.41% | Q2 2020 | Q2 2021 | 5 |
Knights of Columbus Asset Advisors LLC | 5 | 5 | 0.28% | 0.43% | 0.56% | Q2 2020 | Q2 2021 | 5 |
CHILDRESS CAPITAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 5 |
Weatherstone Capital Management | 5 | 5 | 0.12% | 0.38% | 0.53% | Q1 2018 | Q1 2019 | 5 |
Optas, LLC | 4 | 1 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.21% | 0.23% | 0.25% | Q1 2018 | Q1 2019 | 5 |
WealthTrust Fairport, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
JB Capital LLC | 5 | 5 | 0.21% | 0.24% | 0.28% | Q3 2021 | Q3 2022 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 5 |
SRB CORP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 5 |
BLOOM TREE PARTNERS, LLC | 4 | 1 | 2.23% | 3.56% | 4.90% | Q1 2018 | Q3 2019 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Epic Trust Investment Advisors, LLC | 5 | 5 | 0.37% | 0.49% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.18% | 0.31% | 0.50% | Q4 2018 | Q4 2019 | 5 |
WealthStone, Inc. | 4 | 1 | 0.11% | 0.22% | 0.58% | Q2 2019 | Q1 2021 | 5 |
MONETTA FINANCIAL SERVICES INC | 5 | 5 | 0.84% | 0.90% | 0.96% | Q4 2020 | Q4 2021 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.05% | 0.21% | 0.29% | Q3 2022 | Q3 2023 | 5 |
PACES FERRY WEALTH ADVISORS, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q3 2020 | Q3 2021 | 5 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HWG Holdings LP | 3 | 2 | 0.00% | 0.22% | 0.79% | Q1 2018 | Q4 2023 | 5 |
Empire Life Investments Inc. | 4 | 1 | 0.55% | 1.01% | 1.35% | Q1 2018 | Q4 2020 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.49% | 0.60% | 0.89% | Q4 2021 | Q4 2022 | 5 |
Inlet Private Wealth, LLC | 3 | 2 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.06% | 0.21% | 0.32% | Q3 2022 | Q3 2023 | 5 |
MATRIX ASSET ADVISORS INC/NY | 5 | 5 | 1.13% | 1.64% | 2.03% | Q2 2022 | Q2 2023 | 5 |
AXIOM INVESTORS LLC /DE | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q3 2023 | 5 |
First National Bank of Hutchinson | 5 | 5 | 0.29% | 0.47% | 0.54% | Q1 2018 | Q1 2019 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.63% | 0.68% | 0.71% | Q3 2018 | Q3 2019 | 5 |
Elequin Capital, LP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 5 | 1.09% | 2.13% | 2.59% | Q1 2018 | Q1 2019 | 5 |
Solstein Capital, LLC | 4 | 1 | 0.12% | 0.55% | 1.15% | Q4 2019 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Orbis Allan Gray Ltd | 3 | 2 | 1.13% | 1.44% | 1.82% | Q1 2018 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.06% | 0.29% | 0.67% | Q4 2020 | Q3 2022 | 5 |
Hedeker Wealth, LLC | 5 | 5 | 0.66% | 0.73% | 0.81% | Q1 2018 | Q1 2019 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Baskin Financial Services Inc. | 5 | 5 | 2.56% | 2.77% | 2.92% | Q1 2018 | Q1 2019 | 5 |
Center for Financial Planning, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
MACRO Consulting Group | 5 | 5 | 0.14% | 0.17% | 0.21% | Q2 2020 | Q2 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.02% | 0.12% | 0.22% | Q3 2022 | Q3 2023 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.22% | 0.28% | 0.32% | Q1 2018 | Q1 2019 | 5 |
Daiwa SB Investments Ltd. | 5 | 5 | 0.17% | 0.22% | 0.28% | Q1 2018 | Q1 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
TIGER GLOBAL MANAGEMENT LLC | 5 | 5 | 2.73% | 6.03% | 9.09% | Q1 2018 | Q1 2019 | 5 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 5 |
Eisler Capital (US) LLC | 3 | 3 | 0.03% | 0.24% | 0.74% | Q1 2023 | Q3 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 5 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.03% | 0.61% | 1.72% | Q1 2018 | Q4 2021 | 5 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.06% | 0.21% | 0.33% | Q4 2019 | Q1 2021 | 5 |
Global Endowment Management, LP | 3 | 2 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q2 2019 | 5 |
ELEMENT POINTE ADVISORS, LLC | 5 | 5 | 0.17% | 0.21% | 0.24% | Q1 2019 | Q1 2020 | 5 |
Redwood Investment Management, LLC | 3 | 1 | 0.14% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 5 |
Foxhaven Asset Management, LP | 3 | 2 | 3.52% | 4.84% | 6.81% | Q1 2018 | Q3 2023 | 5 |
Ruggie Capital Group | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Sustainable Insight Capital Management, LLC | 4 | 1 | 1.06% | 3.32% | 4.71% | Q1 2018 | Q4 2022 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 5 |
Natixis Investment Managers International | 3 | 2 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q2 2022 | 5 |
Executive Wealth Management, LLC | 5 | 5 | 0.10% | 0.20% | 0.23% | Q4 2018 | Q4 2019 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 3 | 2 | 0.05% | 0.07% | 0.11% | Q3 2021 | Q1 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Parkwood LLC | 4 | 1 | 0.84% | 1.19% | 1.72% | Q2 2018 | Q4 2019 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Aevitas Wealth Management, Inc. | 5 | 5 | 0.17% | 0.20% | 0.29% | Q1 2018 | Q1 2019 | 5 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 5 |
KCL Capital, L.P. | 3 | 1 | 0.17% | 2.86% | 8.44% | Q4 2018 | Q4 2022 | 5 |
Dakota Wealth Management | 3 | 2 | 0.06% | 0.24% | 0.46% | Q3 2019 | Q2 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
ACG Wealth | 4 | 1 | 0.03% | 0.33% | 0.47% | Q1 2018 | Q2 2019 | 5 |
FIR TREE CAPITAL MANAGEMENT LP | 5 | 5 | 1.62% | 3.13% | 4.09% | Q1 2019 | Q1 2020 | 5 |
Destination Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Galibier Capital Management Ltd. | 5 | 5 | 0.22% | 0.70% | 0.95% | Q1 2019 | Q1 2020 | 5 |
Sandhill Capital Partners LLC | 5 | 5 | 1.79% | 2.18% | 2.58% | Q3 2022 | Q3 2023 | 5 |
MYDA Advisors LLC | 2 | 1 | 0.32% | 2.24% | 4.68% | Q1 2018 | Q3 2023 | 5 |
Longview Partners (Guernsey) LTD | 5 | 5 | 3.88% | 4.68% | 5.23% | Q3 2022 | Q3 2023 | 5 |
Avalon Investment & Advisory | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2022 | 5 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.65% | 2.76% | Q1 2018 | Q4 2021 | 5 |
JACOBS & CO/CA | 5 | 5 | 0.38% | 0.49% | 0.57% | Q3 2022 | Q3 2023 | 5 |
Sylebra Capital Ltd | 5 | 5 | 2.34% | 3.98% | 5.96% | Q3 2022 | Q3 2023 | 5 |
Westover Capital Advisors, LLC | 4 | 1 | 0.09% | 0.24% | 0.54% | Q3 2021 | Q3 2023 | 5 |
South Street Advisors LLC | 5 | 5 | 1.66% | 2.78% | 3.80% | Q1 2018 | Q1 2019 | 5 |
Ruffer LLP | 3 | 2 | 0.03% | 0.56% | 1.61% | Q1 2020 | Q4 2022 | 5 |
Gladius Capital Management LP | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Arjuna Capital | 4 | 1 | 0.32% | 0.36% | 0.39% | Q1 2018 | Q2 2023 | 5 |
Proem Advisors LLC | 5 | 5 | 4.17% | 10.56% | 20.12% | Q4 2020 | Q4 2021 | 5 |
NWAM LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 4 | 1 | 0.00% | 0.46% | 0.72% | Q3 2020 | Q3 2023 | 5 |
BREAKLINE CAPITAL LLC | 3 | 1 | 1.15% | 2.07% | 2.72% | Q3 2020 | Q3 2022 | 5 |
Vulcan Value Partners, LLC | 5 | 5 | 0.00% | 1.85% | 2.88% | Q2 2019 | Q2 2020 | 5 |
Wagner Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 5 |
Dakota Community Bank & Trust NA | 5 | 5 | 0.24% | 0.60% | 0.78% | Q3 2022 | Q3 2023 | 5 |
Incline Global Management LLC | 4 | 4 | 3.81% | 5.84% | 7.49% | Q3 2018 | Q2 2019 | 4 |
Odey Holdings Ltd | 2 | 2 | 3.18% | 4.71% | 5.60% | Q4 2021 | Q4 2022 | 4 |
Zhang Financial LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Schwab Charitable Fund | 4 | 4 | 0.06% | 0.66% | 1.09% | Q3 2020 | Q2 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.08% | 1.07% | 2.34% | Q4 2020 | Q3 2021 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.16% | 0.30% | 0.46% | Q3 2018 | Q3 2020 | 4 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
CastleKnight Management LP | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.19% | 0.38% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Tranquility Partners, LLC | 3 | 1 | 0.22% | 0.33% | 0.50% | Q2 2019 | Q3 2021 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 4 |
TPI Fund Managers Ltd | 4 | 4 | 1.77% | 2.03% | 2.22% | Q2 2019 | Q1 2020 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 1.76% | 1.91% | 2.07% | Q4 2022 | Q3 2023 | 4 |
Keudell/Morrison Wealth Management | 4 | 4 | 0.20% | 0.22% | 0.24% | Q1 2019 | Q4 2019 | 4 |
Stenahm Asset Managment Ltd | 4 | 4 | 4.83% | 5.76% | 6.74% | Q4 2020 | Q3 2021 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.48% | 1.24% | 2.18% | Q1 2018 | Q4 2018 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.10% | 0.24% | 0.36% | Q2 2020 | Q4 2021 | 4 |
InterOcean Capital Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 3 | 1 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
TCF National Bank | 4 | 4 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q2 2020 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Beck Bode, LLC | 3 | 1 | 0.00% | 0.81% | 1.17% | Q1 2019 | Q3 2020 | 4 |
DeDora Capital, Inc. | 3 | 1 | 0.01% | 0.12% | 0.17% | Q1 2018 | Q1 2022 | 4 |
CARDEROCK CAPITAL MANAGEMENT INC | 4 | 4 | 0.29% | 1.16% | 1.58% | Q1 2018 | Q4 2018 | 4 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.91% | 1.10% | 1.57% | Q4 2020 | Q3 2021 | 4 |
Telemark Asset Management, LLC | 3 | 1 | 1.04% | 1.85% | 2.48% | Q3 2020 | Q1 2022 | 4 |
AXS Investments LLC | 3 | 1 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q2 2018 | Q2 2019 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.44% | 0.55% | 0.75% | Q1 2018 | Q4 2018 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.23% | 0.76% | 1.23% | Q2 2022 | Q3 2023 | 4 |
CARILLON TOWER ADVISERS, INC. | 4 | 4 | 0.09% | 0.16% | 0.22% | Q1 2020 | Q4 2020 | 4 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 4 | 4 | 2.72% | 2.88% | 3.08% | Q1 2018 | Q4 2018 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q4 2018 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.18% | 0.36% | Q3 2020 | Q2 2021 | 4 |
KING STREET CAPITAL MANAGEMENT, L.P. | 4 | 4 | 4.26% | 6.41% | 9.28% | Q4 2020 | Q3 2021 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Noked Capital LTD | 2 | 2 | 0.03% | 0.29% | 0.60% | Q1 2019 | Q3 2022 | 4 |
Heritage Trust Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 4 | 4 | 0.62% | 0.89% | 1.15% | Q1 2019 | Q4 2019 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 2.80% | 3.07% | 3.25% | Q1 2023 | Q4 2023 | 4 |
XN Exponent Advisors LLC | 4 | 4 | 4.30% | 7.21% | 8.97% | Q4 2020 | Q3 2021 | 4 |
Blueport Capital, L.P. | 4 | 4 | 6.28% | 9.90% | 11.84% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.25% | 0.44% | 0.70% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.12% | 0.15% | 0.17% | Q1 2018 | Q4 2018 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.20% | 0.27% | 0.38% | Q2 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.10% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.46% | 0.93% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.93% | 1.20% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.05% | 0.18% | 0.34% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.40% | 0.43% | 0.48% | Q2 2020 | Q1 2021 | 4 |
Glenview Capital Management | 4 | 4 | 0.26% | 0.54% | 0.83% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.02% | 0.05% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.44% | 0.49% | 0.56% | Q4 2022 | Q3 2023 | 4 |
PRECEPT MANAGEMENT LLC | 4 | 4 | 0.18% | 0.28% | 0.44% | Q4 2019 | Q3 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.31% | 0.42% | 0.56% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.65% | 0.79% | 0.97% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.30% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Athanor Capital, LP | 4 | 4 | 0.16% | 0.66% | 1.11% | Q2 2020 | Q1 2021 | 4 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.19% | 0.42% | Q4 2021 | Q2 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.74% | 0.89% | 1.20% | Q4 2022 | Q3 2023 | 4 |
PALLADIUM PARTNERS LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Poehling Capital Management, INC. | 4 | 4 | 0.55% | 0.78% | 1.02% | Q1 2020 | Q4 2020 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.28% | 0.34% | 0.39% | Q4 2022 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.00% | 0.50% | 0.74% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.68% | 0.84% | 0.99% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.13% | 0.24% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Lunia Capital LP | 4 | 4 | 1.10% | 2.05% | 3.09% | Q4 2019 | Q3 2020 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.65% | 0.77% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Columbus Hill Capital Management, L.P. | 3 | 1 | 0.11% | 0.52% | 0.78% | Q3 2020 | Q2 2022 | 4 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.13% | 0.18% | 0.30% | Q1 2019 | Q1 2020 | 4 |
L2 Asset Management, LLC | 4 | 4 | 0.13% | 1.15% | 2.14% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GEORGE KAISER FAMILY FOUNDATION | 4 | 4 | 0.38% | 0.42% | 0.47% | Q1 2020 | Q4 2020 | 4 |
CHOREO, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 4 |
Howard Capital Management Inc. | 4 | 4 | 0.13% | 0.17% | 0.20% | Q1 2019 | Q4 2019 | 4 |
Grisanti Capital Management LLC | 4 | 4 | 2.07% | 2.80% | 3.78% | Q1 2019 | Q4 2019 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 1.35% | 1.81% | 2.04% | Q4 2020 | Q3 2021 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kaizen Advisory, LLC | 4 | 4 | 0.10% | 0.41% | 0.71% | Q1 2018 | Q4 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CWA Asset Management Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SOUND SHORE MANAGEMENT INC /CT/ | 4 | 4 | 1.40% | 2.16% | 2.68% | Q2 2020 | Q1 2021 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 4 | 4 | 0.11% | 0.46% | 0.67% | Q1 2020 | Q4 2020 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Weiss Asset Management LP | 2 | 1 | 0.05% | 0.20% | 0.35% | Q3 2019 | Q2 2021 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q4 2018 | 4 |
2Xideas AG | 4 | 4 | 0.79% | 0.90% | 0.99% | Q4 2020 | Q3 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.04% | 0.14% | Q3 2021 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.19% | 0.30% | 0.42% | Q4 2022 | Q3 2023 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 4 |
Gladstone Capital Management LLP | 4 | 4 | 5.16% | 13.03% | 16.56% | Q1 2018 | Q4 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Sandbox Financial Partners, LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.37% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Kiltearn Partners LLP | 4 | 4 | 2.13% | 2.49% | 2.63% | Q2 2020 | Q1 2021 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 4 | 0.29% | 0.54% | 0.94% | Q1 2018 | Q4 2018 | 4 |
SCOGGIN MANAGEMENT LP | 3 | 3 | 0.34% | 3.53% | 10.07% | Q3 2019 | Q1 2020 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.64% | 0.66% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 2 | 1 | 0.08% | 0.14% | 0.22% | Q1 2021 | Q3 2022 | 4 |
Glassy Mountain Advisors, Inc. | 2 | 1 | 2.07% | 2.40% | 2.89% | Q2 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Contrarius Investment Management Ltd | 4 | 4 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Palestra Capital Management LLC | 3 | 1 | 2.34% | 3.35% | 4.22% | Q1 2019 | Q1 2021 | 4 |
WRIGHT INVESTORS SERVICE INC | 3 | 1 | 0.18% | 0.26% | 0.34% | Q3 2019 | Q3 2023 | 4 |
JABODON PT CO | 4 | 4 | 1.44% | 5.90% | 11.80% | Q2 2018 | Q1 2019 | 4 |
LGL PARTNERS, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2019 | Q4 2019 | 4 |
AMICA PENSION FUND BOARD OF TRUSTEES | 4 | 4 | 0.50% | 0.53% | 0.55% | Q1 2018 | Q4 2018 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 4 |
ANGELO GORDON & CO., L.P. | 4 | 4 | 0.82% | 1.31% | 1.58% | Q1 2018 | Q4 2018 | 4 |
Cooper Financial Group | 4 | 4 | 0.10% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Forum Financial Management, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Scion Asset Management | 1 | 1 | 4.67% | 6.91% | 9.33% | Q2 2020 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Hartford Financial Management Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q4 2018 | 4 |
Nachman Norwood & Parrott, Inc | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BBR PARTNERS, LLC | 2 | 1 | 0.02% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.13% | 0.45% | Q1 2020 | Q3 2023 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.07% | 0.14% | Q1 2018 | Q4 2018 | 4 |
Principal Street Partners, LLC | 4 | 4 | 0.22% | 0.30% | 0.52% | Q1 2019 | Q4 2019 | 4 |
GABELLI FUNDS LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 4 |
Global Strategic Investment Solutions, LLC | 4 | 4 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q3 2019 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.61% | 0.82% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Immersion Capital LLP | 4 | 4 | 30.09% | 35.79% | 46.67% | Q3 2018 | Q2 2019 | 4 |
True North Advisors, LLC | 4 | 4 | 0.17% | 0.29% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Contour Asset Management LLC | 2 | 2 | 2.32% | 3.56% | 5.01% | Q1 2018 | Q2 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Thematic Partners, LLC | 4 | 4 | 1.51% | 1.65% | 1.97% | Q2 2019 | Q1 2020 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 1.14% | 1.26% | 1.39% | Q4 2021 | Q3 2022 | 4 |
Bison Wealth, LLC | 3 | 1 | 0.11% | 0.14% | 0.18% | Q2 2018 | Q3 2019 | 4 |
Durable Capital Partners LP | 4 | 4 | 1.53% | 3.14% | 4.09% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.08% | 0.17% | 0.27% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
American Trust | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 4 | 4 | 5.11% | 5.59% | 6.79% | Q1 2021 | Q4 2021 | 4 |
East Coast Asset Management, LLC. | 4 | 4 | 4.70% | 4.88% | 5.00% | Q1 2018 | Q4 2018 | 4 |
Arabesque Asset Management Ltd | 2 | 2 | 0.36% | 0.75% | 1.57% | Q3 2021 | Q4 2022 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.11% | 0.22% | 0.50% | Q3 2021 | Q4 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Sovarnum Capital L.P. | 4 | 4 | 0.62% | 1.15% | 1.76% | Q4 2020 | Q3 2021 | 4 |
Winslow Capital Management, LLC | 4 | 4 | 1.11% | 1.32% | 1.61% | Q1 2018 | Q4 2018 | 4 |
Shaolin Capital Management LLC | 2 | 2 | 0.20% | 0.48% | 0.81% | Q3 2019 | Q3 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Waterfront Capital Partners, LLC | 2 | 1 | 0.25% | 0.59% | 0.90% | Q1 2019 | Q2 2021 | 4 |
Main Street Research LLC | 3 | 1 | 0.08% | 1.75% | 2.54% | Q4 2018 | Q3 2023 | 4 |
Axiom Investment Management LLC | 4 | 4 | 0.38% | 0.56% | 0.63% | Q4 2018 | Q3 2019 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.70% | 0.86% | 1.00% | Q1 2023 | Q4 2023 | 4 |
Stanley Capital Management, LLC | 4 | 4 | 1.95% | 2.20% | 2.37% | Q2 2020 | Q1 2021 | 4 |
St. James Investment Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Kerrisdale Advisers, LLC | 4 | 4 | 2.60% | 3.61% | 4.67% | Q1 2019 | Q4 2019 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q1 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.18% | 0.31% | Q4 2018 | Q3 2022 | 4 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 4 |
DUBUQUE BANK & TRUST CO | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Concourse Capital Management, LLC | 4 | 4 | 1.85% | 2.15% | 2.61% | Q1 2018 | Q4 2018 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.04% | 0.37% | 0.74% | Q1 2018 | Q2 2020 | 4 |
Impala Asset Management LLC | 4 | 4 | 0.07% | 0.10% | 0.15% | Q1 2018 | Q4 2018 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.04% | 0.15% | 0.26% | Q4 2019 | Q3 2020 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Teewinot Capital Advisers, L.L.C. | 4 | 4 | 1.06% | 3.62% | 5.59% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Resolute Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Van Hulzen Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Dynamic Technology Lab Private Ltd | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q4 2018 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CAPE ANN SAVINGS BANK | 2 | 2 | 0.25% | 0.31% | 0.44% | Q2 2018 | Q3 2019 | 4 |
Headlands Technologies LLC | 3 | 3 | 0.29% | 1.10% | 1.63% | Q4 2022 | Q2 2023 | 3 |
LVW Advisors, LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q2 2021 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.13% | 0.59% | 0.92% | Q4 2018 | Q1 2020 | 3 |
Osborn Williams & Donohoe LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 3 |
Ascent Wealth Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.01% | 0.17% | 0.48% | Q4 2019 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
HGI Capital Management, LLC | 3 | 3 | 0.11% | 0.19% | 0.26% | Q3 2021 | Q1 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Granite Point Capital Management, L.P. | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Alphadyne Asset Management LP | 1 | 1 | 0.04% | 0.10% | 0.13% | Q3 2018 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.19% | 0.24% | 0.30% | Q1 2018 | Q4 2018 | 3 |
ARMOR ADVISORS, L.L.C. | 3 | 3 | 2.81% | 4.93% | 7.39% | Q2 2020 | Q4 2020 | 3 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.10% | 0.16% | 0.28% | Q2 2020 | Q3 2022 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2018 | Q3 2018 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.37% | 0.74% | 0.96% | Q2 2018 | Q1 2020 | 3 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q2 2021 | 3 |
WEALTHFRONT Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Quadrant Capital Management, LLC | 3 | 3 | 0.94% | 0.96% | 0.97% | Q2 2019 | Q4 2019 | 3 |
Crawford Lake Capital Management, LLC | 2 | 2 | 0.04% | 2.87% | 7.58% | Q1 2018 | Q2 2018 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Altarock Partners | 3 | 3 | 21.69% | 22.63% | 24.33% | Q1 2018 | Q3 2018 | 3 |
JACOBSON & SCHMITT ADVISORS, LLC | 3 | 3 | 2.01% | 2.40% | 2.64% | Q3 2019 | Q1 2020 | 3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 3 | 0.52% | 0.53% | 0.56% | Q2 2021 | Q4 2021 | 3 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3 | 3 | 0.48% | 0.51% | 0.54% | Q2 2021 | Q4 2021 | 3 |
Homrich & Berg | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 3 |
Zions Bancorporation | 3 | 3 | 0.10% | 0.16% | 0.29% | Q1 2018 | Q3 2018 | 3 |
Long Pond Capital | 3 | 3 | 0.40% | 1.72% | 3.18% | Q2 2021 | Q4 2021 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
DORCHESTER WEALTH MANAGEMENT Co | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Oribel Capital Management, LP | 2 | 1 | 0.13% | 0.26% | 0.47% | Q3 2020 | Q2 2021 | 3 |
Key Square Capital Management LLC | 3 | 3 | 2.74% | 3.86% | 5.72% | Q3 2021 | Q1 2022 | 3 |
Signition LP | 2 | 1 | 0.34% | 0.79% | 1.05% | Q1 2018 | Q1 2019 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q1 2018 | Q1 2021 | 3 |
Exane Asset Management | 1 | 1 | 1.12% | 4.61% | 6.88% | Q3 2020 | Q4 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 3 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q4 2019 | 3 |
Douglas Lane & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2019 | Q4 2019 | 3 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 1 | 0.00% | 0.15% | 0.24% | Q3 2019 | Q3 2020 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Centaur Capital | 2 | 2 | 2.26% | 5.17% | 9.63% | Q2 2018 | Q3 2018 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.12% | 0.23% | Q3 2023 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.16% | 0.34% | 0.59% | Q1 2018 | Q1 2018 | 3 |
First Command Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 3 |
Polianta Ltd | 1 | 1 | 0.52% | 0.63% | 0.75% | Q4 2018 | Q2 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
PIER 88 INVESTMENT PARTNERS LLC | 3 | 3 | 0.42% | 0.50% | 0.62% | Q1 2023 | Q3 2023 | 3 |
CEDAR HILL ASSOCIATES, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q4 2018 | 3 |
Summit Global Investments | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Meritage Group LP | 3 | 3 | 2.02% | 2.24% | 2.55% | Q1 2018 | Q3 2018 | 3 |
General Equity Holdings LP | 3 | 3 | 5.90% | 8.34% | 10.00% | Q3 2018 | Q1 2019 | 3 |
Milestone Resources Group Ltd | 3 | 3 | 3.97% | 4.45% | 5.31% | Q2 2018 | Q4 2018 | 3 |
Kontiki Capital Management (HK) Ltd. | 3 | 3 | 19.49% | 21.34% | 22.52% | Q1 2019 | Q3 2019 | 3 |
MAR VISTA INVESTMENT PARTNERS LLC | 3 | 3 | 2.27% | 2.42% | 2.54% | Q1 2019 | Q3 2019 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 4.07% | 4.82% | 5.89% | Q1 2023 | Q3 2023 | 3 |
KADENSA CAPITAL Ltd | 3 | 3 | 7.14% | 8.42% | 10.08% | Q1 2022 | Q3 2022 | 3 |
Successful Portfolios LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
Night Owl Capital Management, LLC | 3 | 3 | 2.32% | 4.46% | 5.96% | Q1 2018 | Q3 2018 | 3 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Garrett Wealth Advisory Group, LLC | 2 | 1 | 0.10% | 0.10% | 0.12% | Q3 2019 | Q3 2023 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.40% | 0.41% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 3 |
Newbrook Capital Advisors LP | 3 | 3 | 3.00% | 3.96% | 4.84% | Q2 2020 | Q4 2020 | 3 |
Mathes Company, Inc. | 3 | 3 | 1.21% | 1.26% | 1.35% | Q4 2021 | Q2 2022 | 3 |
Congress Park Capital LLC | 2 | 1 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q4 2022 | 3 |
Laurel Grove Capital, LLC | 3 | 3 | 2.92% | 3.21% | 3.49% | Q1 2018 | Q3 2018 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.09% | 0.14% | 0.18% | Q3 2018 | Q1 2019 | 3 |
Rheos Capital Works Inc. | 3 | 3 | 0.37% | 0.39% | 0.43% | Q2 2021 | Q4 2021 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
LFA - Lugano Financial Advisors SA | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2018 | Q4 2021 | 3 |
D1 Capital Partners L.P. | 3 | 3 | 2.64% | 3.13% | 3.65% | Q4 2020 | Q2 2021 | 3 |
Lee Capital Holdings LLC | 3 | 3 | 0.85% | 1.09% | 1.54% | Q2 2018 | Q4 2018 | 3 |
Andesa Financial Management Inc. | 3 | 3 | 0.18% | 0.21% | 0.22% | Q1 2019 | Q3 2019 | 3 |
Monte Financial Group, LLC | 3 | 3 | 0.32% | 0.35% | 0.37% | Q3 2019 | Q1 2020 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Coastline Trust Co | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.36% | 0.38% | 0.42% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.14% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Invenomic Capital Management LP | 2 | 1 | 0.58% | 1.06% | 1.51% | Q1 2022 | Q4 2022 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.29% | 0.43% | 0.66% | Q3 2018 | Q1 2022 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Your Advocates Ltd., LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Stony Point Capital LLC | 3 | 3 | 2.23% | 2.65% | 3.16% | Q1 2022 | Q3 2022 | 3 |
SCHALLER INVESTMENT GROUP INC | 3 | 3 | 4.34% | 4.82% | 5.26% | Q2 2019 | Q4 2019 | 3 |
tru Independence LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.21% | 0.25% | 0.30% | Q4 2019 | Q2 2020 | 3 |
BALASA DINVERNO & FOLTZ LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q3 2019 | Q1 2022 | 3 |
Shannon River Fund Management LLC | 3 | 3 | 1.20% | 2.37% | 3.41% | Q1 2020 | Q3 2020 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Single Point Partners, LLC | 3 | 3 | 0.05% | 0.16% | 0.38% | Q4 2022 | Q2 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.11% | 0.13% | 0.16% | Q4 2019 | Q2 2020 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
UNITED BANK | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 3 |
KINNEY ASSET MANAGEMENT, LLC | 3 | 3 | 21.95% | 24.51% | 29.11% | Q1 2020 | Q3 2020 | 3 |
Menard Financial Group LLC | 3 | 3 | 0.24% | 0.26% | 0.30% | Q1 2021 | Q3 2021 | 3 |
Resonant Capital Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Aaron Wealth Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 3 |
Anomaly Capital Management, LP | 2 | 1 | 1.48% | 2.35% | 3.74% | Q4 2020 | Q1 2022 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q4 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.16% | 0.24% | 0.38% | Q4 2022 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Castellan Group | 3 | 3 | 2.25% | 2.45% | 2.67% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Opal Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
OneAscent Wealth Management LLC | 3 | 3 | 0.08% | 0.14% | 0.23% | Q1 2023 | Q3 2023 | 3 |
RIT CAPITAL PARTNERS PLC | 3 | 3 | 3.38% | 10.66% | 17.62% | Q1 2020 | Q3 2020 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.03% | 0.40% | 0.73% | Q2 2022 | Q3 2022 | 3 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 2 | 1 | 2.03% | 2.79% | 3.92% | Q1 2022 | Q1 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.78% | 0.92% | 1.16% | Q4 2020 | Q2 2021 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Level Financial Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Five Oceans Advisors | 3 | 3 | 0.17% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
VELA Investment Management, LLC | 3 | 3 | 0.15% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.19% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.13% | 0.35% | 0.52% | Q1 2022 | Q3 2022 | 3 |
Synergy Financial Group, LTD | 2 | 1 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.07% | 0.09% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Disciplined Equity Management, Inc. | 3 | 3 | 0.56% | 0.60% | 0.66% | Q1 2023 | Q3 2023 | 3 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.20% | 0.25% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.18% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q3 2023 | 3 |
EHP Funds Inc. | 3 | 3 | 0.40% | 0.43% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Range Financial Group LLC | 3 | 3 | 0.90% | 1.08% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.77% | 0.84% | 0.90% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Western Financial Corp/CA | 3 | 3 | 0.27% | 0.35% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 3 | 3 | 4.16% | 4.85% | 6.22% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.31% | 0.36% | 0.46% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.34% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 1.75% | 1.87% | 2.08% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q4 2021 | Q2 2022 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.16% | 0.89% | 1.28% | Q1 2018 | Q3 2018 | 3 |
MEYER HANDELMAN CO | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
COOKSON PEIRCE & CO INC | 3 | 3 | 0.74% | 0.85% | 1.02% | Q1 2023 | Q3 2023 | 3 |
PROVIDENT TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
ALTFEST L J & CO INC | 1 | 1 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
TRILOGY GLOBAL ADVISORS LP | 3 | 3 | 0.23% | 0.36% | 0.44% | Q1 2018 | Q3 2018 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.01% | 0.19% | 0.38% | Q3 2019 | Q2 2020 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q1 2020 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
SYM FINANCIAL Corp | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
KAYS FINANCIAL ADVISORY CORP /ADV | 3 | 3 | 0.58% | 0.59% | 0.60% | Q1 2020 | Q3 2020 | 3 |
ROCKLAND TRUST CO | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 3 |
HARVARD MANAGEMENT CO INC | 3 | 3 | 11.88% | 16.22% | 20.59% | Q2 2019 | Q4 2019 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q2 2023 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
OAKBROOK INVESTMENTS LLC | 2 | 1 | 0.19% | 0.21% | 0.23% | Q2 2018 | Q1 2019 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2018 | Q1 2019 | 3 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q1 2019 | 3 |
UNIVERSITY OF NOTRE DAME DU LAC | 3 | 3 | 1.65% | 1.78% | 1.85% | Q1 2018 | Q3 2018 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Mariner Wealth Advisors-Cincinnati, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q3 2018 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Tiger Eye Capital LLC | 2 | 1 | 0.17% | 0.79% | 1.27% | Q3 2020 | Q2 2021 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 1.37% | 1.58% | 1.79% | Q2 2021 | Q3 2021 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Premia Global Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2019 | 2 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2019 | Q3 2019 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.96% | 0.97% | 0.98% | Q1 2018 | Q4 2018 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
SONA ASSET MANAGEMENT (US) LLC | 2 | 2 | 0.15% | 0.36% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Estate Counselors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Echo45 Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q2 2018 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 3.02% | 3.03% | 3.03% | Q1 2018 | Q2 2018 | 2 |
ACT II MANAGEMENT, LP | 2 | 2 | 1.90% | 1.92% | 1.94% | Q1 2018 | Q2 2018 | 2 |
Greenwoods Asset Management Hong Kong Ltd. | 2 | 2 | 0.44% | 0.48% | 0.52% | Q1 2023 | Q2 2023 | 2 |
SORA INVESTORS LLC | 2 | 2 | 1.78% | 2.65% | 3.52% | Q2 2023 | Q3 2023 | 2 |
Symmetry Investments LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q3 2023 | 2 |
ADAMCAPITAL Gestao de Recursos Ltda. | 2 | 2 | 6.44% | 6.58% | 6.72% | Q1 2018 | Q2 2018 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.18% | 0.22% | 0.26% | Q3 2021 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q4 2018 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.18% | 0.26% | 0.34% | Q1 2018 | Q2 2018 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
UNIQUE WEALTH, LLC | 2 | 2 | 0.14% | 0.20% | 0.25% | Q2 2023 | Q3 2023 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.38% | 0.82% | 1.26% | Q1 2023 | Q3 2023 | 2 |
Lyon Street Capital, LLC | 2 | 2 | 0.98% | 1.13% | 1.28% | Q1 2020 | Q2 2020 | 2 |
Sutton Square Management L.P. | 2 | 2 | 4.09% | 4.13% | 4.17% | Q1 2018 | Q2 2018 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.07% | 0.37% | 0.67% | Q4 2019 | Q3 2023 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Dynamic Capital Management Ltd | 1 | 1 | 0.52% | 1.16% | 1.79% | Q1 2018 | Q2 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2023 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.36% | 0.69% | 1.02% | Q3 2022 | Q4 2022 | 2 |
Operose Advisors LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 2 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 3.02% | 3.60% | 4.17% | Q1 2020 | Q1 2020 | 2 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 2 |
International Value Advisers | 2 | 2 | 0.26% | 0.33% | 0.41% | Q1 2020 | Q2 2020 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.06% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Park West Asset Management LLC | 2 | 2 | 0.94% | 1.33% | 1.71% | Q1 2022 | Q2 2022 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Plaisance Capital LLC | 2 | 2 | 2.10% | 3.42% | 4.74% | Q3 2021 | Q4 2021 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.10% | 0.14% | 0.19% | Q3 2021 | Q3 2021 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.29% | 0.36% | 0.43% | Q2 2023 | Q3 2023 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.43% | 0.46% | 0.48% | Q1 2021 | Q2 2021 | 2 |
Power Corp of Canada | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 2 | 2 | 0.52% | 0.53% | 0.54% | Q1 2018 | Q2 2018 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 1.02% | 1.10% | 1.18% | Q4 2018 | Q1 2019 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.30% | 0.33% | 0.35% | Q2 2023 | Q3 2023 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 2 |
Aubrey Capital Management Ltd | 1 | 1 | 1.10% | 1.27% | 1.45% | Q1 2021 | Q3 2023 | 2 |
Voyager Global Management LP | 2 | 2 | 7.34% | 7.65% | 7.96% | Q2 2023 | Q3 2023 | 2 |
Forge First Asset Management Inc. | 2 | 2 | 1.02% | 1.47% | 1.92% | Q4 2022 | Q1 2023 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.21% | 0.41% | 0.62% | Q4 2021 | Q4 2021 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Ibex Investors LLC | 2 | 2 | 0.60% | 0.74% | 0.87% | Q1 2021 | Q2 2021 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
COWEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 2 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q4 2018 | 2 |
Lucia Wealth Services, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2018 | Q2 2018 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.08% | 1.09% | 1.10% | Q1 2022 | Q2 2022 | 2 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 1.73% | 2.52% | 3.32% | Q2 2021 | Q3 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Evergreen Wealth Management, LLC | 2 | 2 | 0.54% | 0.59% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.10% | 0.19% | 0.28% | Q2 2023 | Q3 2023 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.34% | 0.35% | 0.37% | Q2 2018 | Q3 2019 | 2 |
Laurus Investment Counsel Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Corton Capital Inc. | 1 | 1 | 0.27% | 0.32% | 0.37% | Q1 2022 | Q3 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
KPS Global Asset Management UK Ltd | 2 | 2 | 2.89% | 3.41% | 3.93% | Q1 2020 | Q2 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Monument Capital Management | 1 | 1 | 0.01% | 0.32% | 0.63% | Q3 2018 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.30% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Invictus RG | 1 | 1 | 0.22% | 0.48% | 0.74% | Q1 2018 | Q4 2020 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.11% | 0.14% | 0.18% | Q1 2018 | Q2 2018 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
NatWest Group plc | 2 | 2 | 4.08% | 4.53% | 4.98% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.37% | 0.39% | 0.41% | Q2 2021 | Q3 2021 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
River Road Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2018 | Q4 2022 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q2 2018 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CAT ROCK CAPITAL MANAGEMENT LP | 2 | 2 | 11.62% | 12.20% | 12.79% | Q3 2018 | Q4 2018 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ANTIPODES PARTNERS Ltd | 2 | 2 | 2.20% | 2.22% | 2.24% | Q3 2020 | Q4 2020 | 2 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.30% | 0.89% | 1.49% | Q4 2021 | Q3 2023 | 2 |
NKCFO LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 2 |
Alight Capital Management LP | 2 | 2 | 0.50% | 0.56% | 0.61% | Q3 2020 | Q4 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.23% | 0.25% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 0.18% | 0.19% | 0.20% | Q1 2018 | Q3 2018 | 2 |
CAPITAL ADVISORS INC/OK | 2 | 2 | 0.56% | 0.57% | 0.58% | Q1 2018 | Q2 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Southpoint Capital Advisors LP | 1 | 1 | 0.24% | 1.97% | 3.70% | Q1 2019 | Q3 2020 | 2 |
Alpine Global Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
XN LP | 2 | 2 | 8.14% | 10.66% | 13.19% | Q4 2021 | Q1 2022 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q3 2020 | 2 |
Asset Allocation & Management Company, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.46% | 0.70% | 0.93% | Q4 2020 | Q1 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ASTURIAS CAPITAL LLC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2018 | Q1 2018 | 2 |
Oak Thistle LLC | 2 | 2 | 0.15% | 0.22% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Otter Creek Advisors, LLC | 2 | 2 | 1.42% | 1.54% | 1.65% | Q2 2019 | Q3 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Franchise Capital Ltd | 1 | 1 | 1.18% | 1.29% | 1.40% | Q1 2023 | Q3 2023 | 2 |
SYCOMORE ASSET MANAGEMENT | 2 | 2 | 0.75% | 1.72% | 2.68% | Q2 2020 | Q3 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PROSPECTOR PARTNERS LLC | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2018 | Q3 2018 | 2 |
CWS Financial Advisors, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 2 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Pensionfund Sabic | 2 | 2 | 0.65% | 0.66% | 0.67% | Q3 2023 | Q4 2023 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q2 2018 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Varenne Capital Partners | 2 | 2 | 4.57% | 6.47% | 8.38% | Q3 2022 | Q4 2022 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.18% | 0.22% | 0.26% | Q2 2021 | Q2 2022 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Theleme Partners LLP | 2 | 2 | 6.31% | 6.46% | 6.60% | Q2 2020 | Q3 2020 | 2 |
Kepos Capital LP | 1 | 1 | 0.14% | 0.31% | 0.48% | Q2 2018 | Q4 2018 | 2 |
Hoover Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HG Vora Capital Management, LLC | 2 | 2 | 2.96% | 4.59% | 6.22% | Q1 2021 | Q2 2021 | 2 |
Emerson Point Capital LP | 2 | 2 | 0.65% | 2.60% | 4.56% | Q3 2020 | Q4 2020 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 0.07% | 0.79% | 1.51% | Q2 2022 | Q3 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
Islet Management, LP | 1 | 1 | 0.63% | 0.67% | 0.70% | Q3 2020 | Q2 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Marathon Partners Equity Management, LLC | 2 | 2 | 3.01% | 3.48% | 3.95% | Q1 2019 | Q2 2019 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lancaster Investment Management | 2 | 2 | 3.50% | 3.87% | 4.25% | Q1 2020 | Q2 2020 | 2 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.22% | 1.78% | 2.34% | Q2 2020 | Q4 2020 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Capital Markets Trading UK LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.28% | 0.34% | 0.41% | Q1 2023 | Q2 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.35% | 0.36% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
AMS Capital Ltda | 2 | 2 | 3.10% | 3.51% | 3.92% | Q2 2018 | Q3 2018 | 2 |
Soroban Capital Partners LP | 2 | 2 | 4.58% | 4.98% | 5.37% | Q3 2018 | Q4 2018 | 2 |
BANBURY PARTNERS LLC | 2 | 2 | 4.90% | 4.96% | 5.02% | Q1 2018 | Q2 2018 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 2 |
O'Neil Global Advisors, Inc. | 2 | 2 | 0.26% | 0.44% | 0.62% | Q2 2023 | Q3 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Grosvenor Holdings, L.L.C. | 2 | 2 | 1.58% | 2.58% | 3.58% | Q3 2020 | Q4 2020 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.40% | 0.84% | 1.29% | Q4 2020 | Q2 2021 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 2.49% | 2.50% | 2.51% | Q2 2022 | Q3 2022 | 2 |
P.R. Herzig & Co. Inc. | 2 | 2 | 1.65% | 1.73% | 1.80% | Q1 2018 | Q2 2018 | 2 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 1.08% | 2.05% | Q4 2021 | Q3 2023 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.09% | 0.34% | 0.59% | Q2 2020 | Q4 2020 | 2 |
Fore Capital, LLC | 1 | 1 | 0.22% | 0.63% | 1.04% | Q1 2019 | Q1 2020 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.14% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.20% | 0.26% | 0.32% | Q3 2019 | Q4 2020 | 2 |
Te Ahumairangi Investment Management Ltd | 2 | 2 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q4 2020 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.72% | 1.53% | 2.34% | Q3 2020 | Q4 2020 | 2 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.02% | 0.41% | 0.79% | Q1 2018 | Q3 2023 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
JAT Capital Mgmt LP | 1 | 1 | 2.51% | 2.81% | 3.10% | Q4 2021 | Q3 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Tabor Asset Management, LP | 1 | 1 | 1.81% | 1.91% | 2.01% | Q4 2020 | Q1 2022 | 2 |
Eagle Bluffs Wealth Management LLC | 2 | 2 | 0.47% | 0.54% | 0.60% | Q4 2021 | Q1 2022 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Stokes Family Office, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
One01 Capital, LP | 2 | 2 | 8.14% | 9.21% | 10.27% | Q1 2022 | Q2 2022 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.33% | 0.34% | 0.34% | Q3 2023 | Q4 2023 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 0.10% | 0.28% | 0.46% | Q4 2020 | Q1 2021 | 2 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Whetstone Capital Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
Prairiewood Capital, LLC | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
BFSG, LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2021 | 2 |
PCJ Investment Counsel Ltd. | 2 | 2 | 0.40% | 0.41% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Sentinus, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.23% | 0.41% | 0.59% | Q2 2018 | Q3 2018 | 2 |
Cartenna Capital, LP | 2 | 2 | 3.03% | 3.18% | 3.34% | Q3 2021 | Q4 2021 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.04% | 0.13% | 0.22% | Q1 2018 | Q2 2018 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Cadence Bank | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q3 2018 | Q4 2018 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q1 2018 | Q4 2021 | 2 |
Marble Arch Investments | 2 | 2 | 2.04% | 2.94% | 3.83% | Q1 2018 | Q2 2018 | 2 |
Archer Investment Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.33% | 0.46% | Q4 2018 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.43% | 0.45% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q4 2022 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Wealth Management Partners, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2021 | Q2 2021 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Glacier Peak Capital LLC | 2 | 2 | 1.25% | 1.35% | 1.45% | Q2 2019 | Q3 2019 | 2 |
Forest Avenue Capital Management LP | 2 | 2 | 2.69% | 2.93% | 3.16% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q1 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Coatue Management | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2019 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 2.09% | 2.25% | 2.40% | Q2 2023 | Q3 2023 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
CQS Cayman LP | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2019 | Q3 2019 | 2 |
Global X Management CO LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
HARRELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.52% | 0.58% | 0.64% | Q4 2019 | Q1 2020 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2021 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LWM Advisory Services, LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.28% | 0.39% | 0.51% | Q2 2023 | Q3 2023 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Tacita Capital Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Klingman & Associates, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hunt Lane Capital LP | 1 | 1 | 4.56% | 4.56% | 4.56% | Q1 2020 | Q1 2020 | 1 |
Opera Trading Capital | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
St. Louis Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BigSur Wealth Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 4.50% | 4.50% | 4.50% | Q1 2018 | Q1 2018 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2023 | Q1 2023 | 1 |
Lee Capital Management LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2018 | Q1 2018 | 1 |
TB Alternative Assets Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2020 | Q4 2020 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
STEWART & PATTEN CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2018 | Q4 2018 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2020 | Q1 2020 | 1 |
Giverny Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2020 | Q1 2020 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2022 | Q1 2022 | 1 |
GFG Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
NF Trinity Capital (Hong Kong) Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2019 | Q1 2019 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2023 | Q2 2023 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2019 | Q4 2019 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2018 | Q1 2018 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2019 | Q4 2019 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Tech Square Trading LP | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2019 | Q1 2019 | 1 |
Pembroke Management, LTD | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2019 | Q4 2019 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2018 | Q2 2018 | 1 |
CCLA Investment Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
ARMSTRONG HENRY H ASSOCIATES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2021 | Q3 2021 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 4.16% | 4.16% | 4.16% | Q1 2023 | Q1 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Alta Park Capital, LP | 1 | 1 | 4.64% | 4.64% | 4.64% | Q1 2022 | Q1 2022 | 1 |
American Beacon Advisors, Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2023 | Q2 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
140 Summer Partners LP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Alden Global Capital LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
F/M Investments LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q1 2022 | Q1 2022 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Crew Capital Management, Ltd. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
EMJ Capital Ltd. | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2020 | Q4 2020 | 1 |
LifePro Asset Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
ZAZOVE ASSOCIATES LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
Veracity Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Running Oak Capital LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2019 | Q4 2019 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Baymount Management LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 10.26% | 10.26% | 10.26% | Q2 2019 | Q2 2019 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ennismore Fund Management Ltd | 1 | 1 | 2.96% | 2.96% | 2.96% | Q4 2019 | Q4 2019 | 1 |
Daniel Devine & Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 4.33% | 4.33% | 4.33% | Q1 2018 | Q1 2018 | 1 |
36 SOUTH CAPITAL ADVISORS LLP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2020 | Q4 2020 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
ABSHER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2019 | Q4 2019 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
PIONEER TRUST BANK N A/OR | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2022 | Q3 2022 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2019 | Q4 2019 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
ENCOMPASS WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2021 | Q1 2021 | 1 |
Ariel Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Metavasi Capital LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2022 | Q3 2022 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2021 | Q1 2021 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Atreides Management, LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2020 | Q3 2020 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 1.87% | 1.87% | 1.87% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
OTA Financial Group L.P. | 1 | 1 | 32.06% | 32.06% | 32.06% | Q2 2023 | Q2 2023 | 1 |
Nekton Capital Ltd. | 1 | 1 | 3.30% | 3.30% | 3.30% | Q4 2021 | Q4 2021 | 1 |
Taika Capital, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2023 | Q1 2023 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q4 2020 | 1 |
SBB Research Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Frisch Financial Group, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
M.D. Sass, Inc. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2019 | Q1 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Fondren Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Barden Capital Management, Inc. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Lee Capital Asset Management LLC | 1 | 1 | 4.99% | 4.99% | 4.99% | Q4 2018 | Q4 2018 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2021 | Q1 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2018 | Q2 2018 | 1 |
Jetstream Capital LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Infusive Asset Management Inc. | 1 | 1 | 5.24% | 5.24% | 5.24% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Retireful, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
Trivest Advisors Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2022 | Q2 2022 | 1 |
Optima Fund Management LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2018 | Q4 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Ratan Capital Management LP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2021 | Q4 2021 | 1 |
Worth Asset Management, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2020 | Q1 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Quantum Financial Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Gryphon International Investment CORP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2021 | Q3 2021 | 1 |
XY Capital Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2023 | Q1 2023 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TLP GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
COMPLEX CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q4 2018 | Q4 2018 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2018 | Q1 2018 | 1 |
MFN Partners Management, LP | 1 | 1 | 2.85% | 2.85% | 2.85% | Q1 2020 | Q1 2020 | 1 |
Round Table Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2023 | Q1 2023 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2022 | Q2 2022 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Tyvor Capital LLC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q2 2019 | Q2 2019 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 6.83% | 6.83% | 6.83% | Q1 2022 | Q1 2022 | 1 |
CORA CAPITAL ADVISORS LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2022 | Q4 2022 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2020 | Q4 2020 | 1 |
VIRIDIAN RIA, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2021 | Q3 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q1 2019 | Q1 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
United Community Bank | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
Exchange Bank | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SYLEBRA CAPITAL LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2023 | Q3 2023 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
IRON Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
ValueAct Holdings | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2019 | Q2 2019 | 1 |
Perpetual Investment Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
General Industrial Partners LLP | 1 | 1 | 13.71% | 13.71% | 13.71% | Q1 2022 | Q1 2022 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2019 | Q3 2019 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2021 | Q4 2021 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2023 | Q1 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2021 | Q1 2021 | 1 |
MIG Capital, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2020 | Q1 2020 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Red Cedar Management, LP | 1 | 1 | 3.06% | 3.06% | 3.06% | Q3 2019 | Q3 2019 | 1 |
ABEILLE ASSET MANAGEMENT SA | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2021 | Q4 2021 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sentry Investments Corp. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2018 | Q1 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2019 | Q3 2019 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
HIGHLAND ASSOCIATES INC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q1 2019 | Q1 2019 | 1 |
ARGUS INVESTORS' COUNSEL, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2020 | Q3 2020 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LFL Advisers, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2020 | Q1 2020 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Redwood Grove Capital, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2020 | Q4 2020 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Skye Global Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2020 | Q3 2020 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CALIFORNIA FIRST LEASING CORP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CROSSLINK CAPITAL INC | 1 | 1 | 3.72% | 3.72% | 3.72% | Q3 2023 | Q3 2023 | 1 |
SteelBridge Private Wealth Advisors LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2018 | Q1 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2022 | Q3 2022 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bach Option Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2018 | Q1 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Longitude (Cayman) Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 3.28% | 3.28% | 3.28% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own BOOKING HOLDINGS INC or have owned BOOKING HOLDINGS INC in the past.