Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 24 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 12 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STATE STREET CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
STRS OHIO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Mitsubishi UFJ Asset Management Co., Ltd. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NISA INVESTMENT ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Tower Research Capital LLC (TRC) | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROYAL BANK OF CANADA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ALLIANCEBERNSTEIN L.P. | 11 | 11 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
BROWN ADVISORY INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Capital Investment Advisors, LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 11 |
GOLDMAN SACHS GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
UBS Group AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JPMORGAN CHASE & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Atlas Private Wealth Management, LLC | 11 | 11 | 0.20% | 0.31% | 0.41% | Q1 2021 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AMERIPRISE FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VANGUARD GROUP INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 11 | 11 | 0.10% | 0.23% | 0.31% | Q1 2021 | Q3 2023 | 11 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Nuveen Asset Management, LLC | 11 | 11 | 0.00% | 0.03% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Invesco Ltd. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Birch Capital Management, LLC | 11 | 11 | 0.14% | 0.26% | 0.40% | Q1 2021 | Q3 2023 | 11 |
WELLS FARGO & COMPANY/MN | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sandhill Capital Partners LLC | 11 | 11 | 0.05% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Diligent Investors, LLC | 11 | 11 | 0.20% | 0.24% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Armbruster Capital Management, Inc. | 11 | 11 | 0.38% | 0.98% | 4.56% | Q1 2021 | Q3 2023 | 11 |
BANK OF AMERICA CORP /DE/ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Creative Planning | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
MetLife Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CITIGROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 3 | 0.05% | 0.10% | 0.13% | Q1 2021 | Q4 2023 | 11 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MYCIO WEALTH PARTNERS, LLC | 11 | 11 | 1.30% | 3.22% | 5.48% | Q1 2021 | Q3 2023 | 11 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MGO ONE SEVEN LLC | 11 | 11 | 0.17% | 0.68% | 1.29% | Q1 2021 | Q3 2023 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 11 | 11 | 0.50% | 1.30% | 2.30% | Q1 2021 | Q3 2023 | 11 |
GLENMEDE TRUST CO NA | 11 | 11 | 0.06% | 0.17% | 0.36% | Q1 2021 | Q3 2023 | 11 |
MORGAN STANLEY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.22% | 0.40% | 0.63% | Q1 2021 | Q3 2023 | 11 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MILLENNIUM MANAGEMENT LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 11 | 0.00% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
RHUMBLINE ADVISERS | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
McKinley Carter Wealth Services, Inc. | 11 | 11 | 0.01% | 0.04% | 0.16% | Q1 2021 | Q3 2023 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ROCKY MOUNTAIN ADVISERS, LLC | 11 | 11 | 0.02% | 1.72% | 3.36% | Q1 2021 | Q3 2023 | 11 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 11 | 1.33% | 2.07% | 2.72% | Q1 2021 | Q3 2023 | 11 |
Legal & General Group Plc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VOYA INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BlackRock Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Partners, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
New England Private Wealth Advisors LLC | 11 | 11 | 6.12% | 10.89% | 14.58% | Q1 2021 | Q3 2023 | 11 |
Clearstead Advisors, LLC | 11 | 11 | 0.02% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 11 |
ALPS ADVISORS INC | 11 | 11 | 0.00% | 0.05% | 0.19% | Q1 2021 | Q3 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BESSEMER GROUP INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
DEUTSCHE BANK AG\ | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Daiwa Securities Group Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SEI INVESTMENTS CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Asset Management One Co., Ltd. | 11 | 11 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
LVW Advisors, LLC | 11 | 11 | 0.20% | 0.31% | 0.44% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
SIGNATUREFD, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Russell Investments Group, Ltd. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Fisher Asset Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
SG Americas Securities, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Arizona State Retirement System | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AQR Capital Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
State of Alaska, Department of Revenue | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lee Financial Co | 10 | 10 | 0.46% | 0.74% | 1.16% | Q2 2021 | Q3 2023 | 10 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CREDIT SUISSE AG/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMALGAMATED BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.09% | 0.21% | 0.39% | Q2 2021 | Q3 2023 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HERITAGE INVESTORS MANAGEMENT CORP | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Pegasus Partners Ltd. | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
STONE POINT CAPITAL LLC | 10 | 10 | 1.30% | 1.97% | 2.74% | Q4 2020 | Q1 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sargent Investment Group, LLC | 10 | 10 | 0.29% | 0.54% | 1.56% | Q2 2021 | Q3 2023 | 10 |
HSBC HOLDINGS PLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Baird Financial Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 6.97% | 17.67% | 25.00% | Q1 2021 | Q2 2023 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 7 | 3 | 0.00% | 0.81% | 1.19% | Q1 2021 | Q3 2023 | 10 |
COOPER/HAIMS ADVISORS, LLC | 5 | 5 | 0.83% | 1.75% | 3.68% | Q1 2021 | Q3 2023 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 10 | 10 | 0.10% | 0.20% | 0.32% | Q2 2021 | Q3 2023 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Prairiewood Capital, LLC | 9 | 9 | 2.75% | 3.52% | 4.62% | Q3 2021 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Mariner, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Cubist Systematic Strategies, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2023 | 9 |
BURNS J W & CO INC/NY | 9 | 9 | 0.02% | 0.08% | 0.10% | Q2 2021 | Q2 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ProShare Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Klingman & Associates, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GRIES FINANCIAL LLC | 5 | 1 | 0.08% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
BTC Capital Management, Inc. | 8 | 8 | 0.04% | 0.25% | 0.30% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
HNP Capital LLC | 8 | 8 | 0.09% | 0.23% | 0.78% | Q1 2021 | Q4 2022 | 8 |
ALESCO ADVISORS LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Vident Investment Advisory, LLC | 8 | 8 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q2 2023 | 8 |
Diversified Trust Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Anson Capital, Inc. | 8 | 8 | 0.36% | 0.73% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Adelante Capital Management LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NORGES BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WESTPAC BANKING CORP | 3 | 2 | 0.01% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 3 | 0.00% | 0.09% | 0.18% | Q3 2021 | Q3 2023 | 8 |
DekaBank Deutsche Girozentrale | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
CANANDAIGUA NATIONAL CORP | 8 | 8 | 0.42% | 0.57% | 0.89% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 8 |
Vectors Research Management, LLC | 8 | 8 | 0.08% | 0.22% | 0.73% | Q1 2021 | Q4 2022 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Resonant Capital Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Paralel Advisors LLC | 7 | 7 | 0.58% | 1.07% | 1.34% | Q4 2021 | Q2 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quantbot Technologies LP | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GOFEN & GLOSSBERG LLC /IL/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Ranger Global Real Estate Advisors, LLC | 5 | 1 | 1.72% | 2.47% | 3.01% | Q1 2021 | Q3 2023 | 6 |
TCI Wealth Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 6 | 0.00% | 0.05% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cambria Investment Management, L.P. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HC FINANCIAL ADVISORS INC | 6 | 6 | 2.95% | 3.41% | 3.95% | Q1 2021 | Q2 2022 | 6 |
DOWLING & YAHNKE LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
BNP Paribas Asset Management Holding S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Veritable, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.11% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.05% | 0.15% | Q1 2021 | Q3 2023 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Keel Point, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pearl River Capital, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Handelsbanken Fonder AB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Pensionfund DSM Netherlands | 5 | 5 | 0.20% | 1.10% | 1.48% | Q4 2022 | Q4 2023 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Pensionfund Sabic | 5 | 5 | 0.04% | 0.24% | 0.33% | Q4 2022 | Q4 2023 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TIEDEMANN ADVISORS, LLC | 4 | 1 | 0.06% | 0.51% | 0.83% | Q2 2021 | Q3 2023 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 0.06% | 0.31% | 0.54% | Q1 2022 | Q1 2023 | 5 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 5 | 5 | 0.00% | 0.55% | 0.82% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.08% | 0.40% | 0.94% | Q1 2021 | Q1 2022 | 5 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
UBS OCONNOR LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 5 |
Summit Global Investments | 2 | 2 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 4 |
ROWLANDMILLER & PARTNERS.ADV | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q4 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Redpoint Investment Management Pty Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.32% | 0.37% | 0.44% | Q1 2023 | Q4 2023 | 4 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HGI Capital Management, LLC | 2 | 2 | 0.12% | 0.50% | 0.76% | Q2 2021 | Q3 2023 | 4 |
AEW CAPITAL MANAGEMENT L P | 4 | 4 | 0.20% | 0.54% | 1.23% | Q4 2022 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q4 2022 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Simplicity Solutions, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 4 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Vanguard Personalized Indexing Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 4 |
State of Wyoming | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Armor Investment Advisors, LLC | 2 | 1 | 0.57% | 0.64% | 0.71% | Q2 2021 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 3 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Elequin Capital, LP | 2 | 1 | 0.22% | 0.76% | 1.67% | Q4 2022 | Q3 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Corient Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 3 |
EII CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.16% | 0.31% | 0.40% | Q1 2021 | Q3 2021 | 3 |
Gillson Capital LP | 3 | 3 | 0.20% | 0.32% | 0.53% | Q1 2021 | Q3 2021 | 3 |
Neuberger Berman Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Sandia Investment Management LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WJ Interests, LLC | 2 | 1 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Steigerwald, Gordon & Koch Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
XPONANCE, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
LSV ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.16% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q2 2023 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.20% | 0.37% | Q2 2021 | Q2 2023 | 2 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Spire Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 2 |
Perpetual Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 2 |
COMERICA BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 2 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2023 | Q4 2023 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.11% | 0.18% | 0.24% | Q2 2021 | Q3 2021 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q2 2021 | Q4 2021 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
GSI Capital Advisors LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2023 | Q3 2023 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sanchez Wealth Management Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 2.54% | 2.54% | 2.54% | Q2 2021 | Q2 2021 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Long Pond Capital | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rokos Capital Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2021 | Q2 2021 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q1 2021 | 1 |
Hill Winds Capital LP | 1 | 1 | 2.18% | 2.18% | 2.18% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2022 | Q2 2022 | 1 |
Resolution Capital Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CX Institutional | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vanderbilt University | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
American Portfolios Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INVENIO WEALTH PARTNERS LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES & ASSOCIATES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Apexium Financial, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
ALLSTATE CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own BROADSTONE NET LEASE INC or have owned BROADSTONE NET LEASE INC in the past.