Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 38 |
Citadel Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 36 |
PEAK6 Investments LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 21 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 18 |
SIG North Trading, ULC | 8 | 8 | 0.01% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 15 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 15 |
Pacifica Partners Inc. | 14 | 14 | 0.03% | 0.07% | 0.16% | Q3 2020 | Q4 2023 | 14 |
COLONY GROUP LLC | 13 | 13 | 0.01% | 0.10% | 0.19% | Q3 2020 | Q3 2023 | 13 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
RHUMBLINE ADVISERS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Nuveen Asset Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Brookfield Asset Management | 13 | 13 | 4.62% | 7.88% | 15.20% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Tower Research Capital LLC (TRC) | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ROYAL BANK OF CANADA | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Parallel Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES & ASSOCIATES | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SHELTON CAPITAL MANAGEMENT | 13 | 13 | 0.22% | 0.46% | 0.97% | Q3 2020 | Q3 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
NEW YORK STATE COMMON RETIREMENT FUND | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 1.98% | 2.56% | 4.75% | Q4 2020 | Q4 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
1832 Asset Management L.P. | 13 | 13 | 0.00% | 0.01% | 0.09% | Q3 2020 | Q3 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
LAKE STREET ADVISORS GROUP, LLC | 13 | 13 | 0.42% | 0.76% | 1.22% | Q3 2020 | Q3 2023 | 13 |
VOYA INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Jacobi Capital Management LLC | 13 | 13 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
FIL Ltd | 13 | 13 | 0.06% | 0.24% | 0.64% | Q3 2020 | Q3 2023 | 13 |
MIROVA | 13 | 13 | 0.01% | 0.24% | 0.77% | Q3 2020 | Q3 2023 | 13 |
Cannell & Co. | 13 | 13 | 0.04% | 0.07% | 0.12% | Q3 2020 | Q3 2023 | 13 |
AMALGAMATED BANK | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
STATE STREET CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BANK OF NOVA SCOTIA | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JNBA Financial Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Steward Partners Investment Advisory, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
DIMENSIONAL FUND ADVISORS LP | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BOWEN HANES & CO INC | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WHITTIER TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PITTENGER & ANDERSON INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Evanson Asset Management, LLC | 13 | 13 | 0.03% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
VANGUARD GROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SCOTIA CAPITAL INC. | 13 | 13 | 0.20% | 0.30% | 0.38% | Q3 2020 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 13 | 13 | 0.08% | 0.14% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Baillie Gifford | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
UBS Group AG | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
GOLDMAN SACHS GROUP INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CIBC WORLD MARKET INC. | 13 | 13 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q3 2023 | 13 |
WELLS FARGO & COMPANY/MN | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Bank of New York Mellon Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JPMORGAN CHASE & CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
MORGAN STANLEY | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KARPAS STRATEGIES, LLC | 13 | 13 | 0.49% | 0.72% | 1.11% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CITIGROUP INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 13 | 13 | 0.02% | 0.06% | 0.39% | Q3 2020 | Q3 2023 | 13 |
Values First Advisors, Inc. | 13 | 13 | 0.20% | 0.35% | 0.48% | Q3 2020 | Q3 2023 | 13 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ALLIANCEBERNSTEIN L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DEUTSCHE BANK AG\ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 13 | 13 | 0.37% | 1.01% | 1.35% | Q3 2020 | Q3 2023 | 13 |
Glassman Wealth Services | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Arjuna Capital | 13 | 13 | 0.30% | 0.51% | 1.16% | Q3 2020 | Q3 2023 | 13 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.05% | 0.10% | 0.16% | Q3 2020 | Q3 2023 | 13 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
US BANCORP \DE\ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ClearBridge Investments Ltd | 13 | 13 | 2.15% | 4.46% | 9.11% | Q3 2020 | Q3 2023 | 13 |
EPIQ PARTNERS, LLC | 13 | 13 | 0.22% | 0.31% | 0.49% | Q3 2020 | Q3 2023 | 13 |
MONETARY MANAGEMENT GROUP INC | 13 | 13 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Smith, Salley & Associates | 13 | 13 | 0.13% | 0.24% | 0.40% | Q3 2020 | Q3 2023 | 13 |
TOTH FINANCIAL ADVISORY CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FMR LLC | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
KLINGENSTEIN FIELDS & CO LP | 13 | 13 | 0.62% | 0.87% | 1.25% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HUNTINGTON NATIONAL BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
VALLEY NATIONAL ADVISERS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TSFG, LLC | 13 | 13 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
GABELLI FUNDS LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Heritage Wealth Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.04% | 0.26% | Q3 2020 | Q3 2023 | 13 |
PRINCIPAL FINANCIAL GROUP INC | 13 | 13 | 0.03% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Eventide Asset Management | 13 | 13 | 0.33% | 0.47% | 0.68% | Q3 2020 | Q3 2023 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Truvestments Capital LLC | 13 | 13 | 0.07% | 0.62% | 1.07% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Legal & General Group Plc | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.01% | 0.12% | 0.40% | Q3 2020 | Q3 2023 | 13 |
D. E. Shaw & Co., Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
LPL Financial LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Renaissance Technologies | 13 | 13 | 0.06% | 0.10% | 0.20% | Q3 2020 | Q3 2023 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 13 | 13 | 0.10% | 0.82% | 2.05% | Q3 2020 | Q3 2023 | 13 |
CREDIT SUISSE AG/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
GEODE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
CIBC Private Wealth Group, LLC | 13 | 13 | 0.03% | 0.14% | 0.28% | Q3 2020 | Q3 2023 | 13 |
HSBC HOLDINGS PLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
DAVENPORT & Co LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Adalta Capital Management LLC | 13 | 13 | 0.10% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
NORTHERN TRUST CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ClearBridge Investments | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GUARDIAN CAPITAL ADVISORS LP | 13 | 13 | 0.05% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 12 | 12 | 0.01% | 0.09% | 0.19% | Q3 2020 | Q2 2023 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
QUADRANT CAPITAL GROUP LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Trust & Banking Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Swiss National Bank | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.02% | 0.08% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 10 | 2 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 2 | 0.03% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
STIFEL FINANCIAL CORP | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Rempart Asset Management Inc. | 11 | 1 | 0.12% | 0.37% | 0.92% | Q4 2020 | Q4 2023 | 12 |
Sumitomo Mitsui Trust Holdings, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
IFP Advisors, Inc | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Kepos Capital LP | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 12 | 12 | 0.12% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
XML Financial, LLC | 6 | 5 | 0.06% | 0.35% | 0.67% | Q4 2020 | Q3 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
MACKENZIE FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.02% | 0.10% | 0.20% | Q1 2021 | Q3 2023 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.01% | 0.11% | 0.17% | Q3 2020 | Q1 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.12% | 0.24% | 0.35% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA ADVISERS, LP | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 11 | 11 | 0.38% | 0.57% | 0.85% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 2.14% | 4.20% | 5.69% | Q4 2020 | Q2 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
SHELL ASSET MANAGEMENT CO | 8 | 3 | 0.00% | 0.15% | 0.32% | Q4 2020 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
INTACT INVESTMENT MANAGEMENT INC. | 10 | 1 | 0.00% | 0.20% | 0.48% | Q3 2020 | Q2 2023 | 11 |
Advisors Asset Management, Inc. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NATIXIS ADVISORS, L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Baldwin Investment Management, LLC | 9 | 2 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 11 |
Silver Lake Advisory, LLC | 9 | 2 | 0.11% | 0.14% | 0.22% | Q3 2020 | Q2 2023 | 11 |
Fort Sheridan Advisors LLC | 10 | 1 | 0.06% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 11 |
CI INVESTMENTS INC. | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 11 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
STRS OHIO | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 10 | 10 | 0.06% | 0.16% | 0.41% | Q3 2020 | Q4 2022 | 10 |
CAPITAL ADVISORS INC/OK | 10 | 10 | 0.39% | 0.47% | 0.58% | Q3 2020 | Q4 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Orion Capital Management LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 10 |
NewGen Asset Management Ltd | 9 | 1 | 1.00% | 5.65% | 11.41% | Q4 2020 | Q3 2023 | 10 |
APG Asset Management N.V. | 10 | 10 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 1 | 0.00% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 8 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
HRT FINANCIAL LP | 4 | 2 | 0.00% | 0.11% | 0.88% | Q3 2020 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 10 |
SEI INVESTMENTS CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Fiera Capital Corp | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Korea Investment CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q4 2022 | 9 |
NORTHSTAR ASSET MANAGEMENT INC | 9 | 9 | 0.78% | 2.86% | 4.36% | Q1 2021 | Q1 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.09% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Epoch Investment Partners, Inc. | 6 | 3 | 0.00% | 0.09% | 0.25% | Q3 2020 | Q3 2023 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Reynders McVeigh Capital Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Mangham Associates,LLC | 9 | 9 | 0.75% | 2.40% | 4.04% | Q3 2021 | Q3 2023 | 9 |
Arden Trust Co | 4 | 2 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q1 2023 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 9 | 9 | 0.32% | 0.51% | 0.72% | Q3 2020 | Q3 2022 | 9 |
Cubist Systematic Strategies, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2022 | 9 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 3 | 0.00% | 0.06% | 0.20% | Q3 2020 | Q3 2023 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 3 | 0.03% | 0.13% | 0.35% | Q4 2020 | Q2 2023 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2022 | 9 |
AGF Investments America Inc. | 9 | 9 | 0.48% | 0.85% | 1.62% | Q3 2020 | Q3 2022 | 9 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
American Assets Capital Advisers, LLC | 5 | 4 | 0.12% | 1.43% | 4.56% | Q3 2020 | Q3 2023 | 9 |
GUARDIAN CAPITAL LP | 8 | 1 | 0.01% | 0.54% | 0.84% | Q3 2020 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
TCW GROUP INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NEW SOUTH CAPITAL MANAGEMENT INC | 9 | 9 | 0.49% | 0.66% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Carmel Capital Partners, LLC | 8 | 8 | 0.47% | 0.70% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Edgemoor Investment Advisors, Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Black Swift Group, LLC | 8 | 8 | 0.17% | 0.32% | 0.80% | Q4 2020 | Q3 2022 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Schonfeld Strategic Advisors LLC | 5 | 3 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q4 2022 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
C WorldWide Group Holding A/S | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.17% | 0.28% | 0.39% | Q4 2020 | Q3 2022 | 8 |
Cedar Mountain Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.02% | 0.12% | Q3 2021 | Q2 2023 | 8 |
Spears Abacus Advisors LLC | 6 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pallas Capital Advisors LLC | 8 | 8 | 0.04% | 0.26% | 0.58% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.69% | 0.98% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Somerset Trust Co | 8 | 8 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q2 2023 | 8 |
Gitterman Wealth Management, LLC | 8 | 8 | 0.14% | 0.27% | 0.35% | Q1 2021 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.38% | 0.43% | 0.47% | Q4 2021 | Q3 2023 | 8 |
GROUP ONE TRADING, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Utah Retirement Systems | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
WESTPAC BANKING CORP | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
TOMPKINS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
SECURIAN ASSET MANAGEMENT, INC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Kemnay Advisory Services Inc. | 8 | 8 | 0.29% | 0.41% | 0.61% | Q4 2020 | Q3 2022 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NISA INVESTMENT ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 1 | 0.00% | 0.04% | 0.14% | Q3 2020 | Q3 2023 | 8 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 7 |
SELDON CAPITAL LP | 7 | 7 | 0.15% | 0.18% | 0.24% | Q4 2021 | Q2 2023 | 7 |
UMB Bank, n.a. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Illinois Municipal Retirement Fund | 5 | 2 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 7 |
BSW Wealth Partners | 6 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q2 2023 | 7 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Capital Advisors, Ltd. LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
DORCHESTER WEALTH MANAGEMENT Co | 7 | 7 | 0.04% | 0.09% | 0.17% | Q3 2020 | Q1 2022 | 7 |
DEARBORN PARTNERS LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 7 |
WealthTrust Axiom LLC | 5 | 1 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q2 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Abundance Wealth Counselors | 7 | 7 | 0.07% | 0.11% | 0.26% | Q1 2022 | Q3 2023 | 7 |
BELLEVUE ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Man Group plc | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 7 |
KINGS POINT CAPITAL MANAGEMENT | 7 | 7 | 0.42% | 0.77% | 1.04% | Q3 2020 | Q1 2022 | 7 |
AMERICAN CENTURY COMPANIES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
M. Kulyk & Associates, LLC | 7 | 7 | 0.41% | 0.50% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 0.00% | 0.25% | 0.71% | Q4 2020 | Q2 2022 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.03% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 7 |
BESSEMER GROUP INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
IFS Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q4 2022 | 6 |
Maven Securities LTD | 6 | 6 | 0.01% | 0.06% | 0.11% | Q1 2021 | Q2 2022 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.05% | 0.10% | 0.16% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Principal Street Partners, LLC | 6 | 6 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q1 2022 | 6 |
AQR Capital Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2021 | 6 |
SJS Investment Consulting Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Onex Canada Asset Management Inc. | 6 | 6 | 0.01% | 0.09% | 0.22% | Q3 2020 | Q4 2021 | 6 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Verition Fund Management LLC | 4 | 2 | 0.00% | 0.07% | 0.15% | Q4 2021 | Q2 2023 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.06% | 0.10% | 0.16% | Q3 2020 | Q4 2021 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.17% | 0.26% | 0.34% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Achmea Investment Management B.V. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 6 |
METROPOLITAN LIFE INSURANCE CO/NY | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q4 2022 | 6 |
BRASADA CAPITAL MANAGEMENT, LP | 6 | 6 | 0.26% | 0.68% | 1.08% | Q3 2020 | Q4 2021 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.02% | 0.17% | 0.82% | Q3 2020 | Q4 2021 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.00% | 0.11% | 0.32% | Q3 2020 | Q4 2021 | 6 |
MONTRUSCO BOLTON INVESTMENTS INC. | 4 | 1 | 0.02% | 0.42% | 0.62% | Q3 2020 | Q2 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
AMERIPRISE FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.02% | 0.08% | 0.18% | Q2 2021 | Q4 2022 | 6 |
SITTNER & NELSON, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DAVIS-REA LTD. | 6 | 6 | 0.31% | 0.45% | 0.64% | Q3 2020 | Q4 2021 | 6 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Berman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q2 2023 | 5 |
USS Investment Management Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
OSSIAM | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 0.13% | 0.32% | 0.57% | Q2 2022 | Q2 2023 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q2 2023 | 5 |
AXA S.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Samalin Investment Counsel, LLC | 5 | 5 | 0.13% | 0.18% | 0.21% | Q4 2021 | Q4 2022 | 5 |
OneAscent Wealth Management LLC | 3 | 2 | 0.11% | 0.41% | 0.92% | Q4 2020 | Q1 2022 | 5 |
Ameritas Advisory Services, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.05% | 0.18% | Q3 2020 | Q3 2021 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.04% | 0.07% | 0.16% | Q2 2021 | Q3 2023 | 5 |
First Affirmative Financial Network | 3 | 2 | 0.22% | 0.28% | 0.31% | Q1 2022 | Q2 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CPR Investments Inc. | 5 | 5 | 0.21% | 0.42% | 0.73% | Q4 2021 | Q4 2022 | 5 |
CORRADO ADVISORS, LLC | 5 | 5 | 0.49% | 0.72% | 0.91% | Q3 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
Sonora Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Gilbert & Cook, Inc. | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 5 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4 | 1 | 0.06% | 0.14% | 0.21% | Q3 2020 | Q4 2021 | 5 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Atria Investments, Inc | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Veritable, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.09% | 0.15% | 0.25% | Q2 2022 | Q3 2023 | 5 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 4 |
OPPENHEIMER & CO INC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Crestwood Advisors Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 4 |
Quaero Capital S.A. | 4 | 4 | 0.22% | 1.18% | 2.59% | Q4 2020 | Q3 2021 | 4 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 4 |
OneAscent Financial Services LLC | 2 | 2 | 0.33% | 0.43% | 0.58% | Q4 2020 | Q4 2021 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2022 | 4 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Weil Company, Inc. | 4 | 4 | 0.18% | 0.29% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Engineers Gate Manager LP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.11% | 0.30% | Q2 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 4 | 4 | 0.03% | 0.14% | 0.34% | Q3 2022 | Q2 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
LINCLUDEN MANAGEMENT LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 4 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.01% | 0.03% | 0.10% | Q1 2021 | Q4 2021 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.01% | 0.21% | 0.45% | Q3 2020 | Q3 2021 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q1 2022 | 4 |
PDT Partners, LLC | 2 | 2 | 0.02% | 0.07% | 0.14% | Q4 2020 | Q3 2022 | 4 |
HBC Financial Services, PLLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Firestone Capital Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.61% | 0.71% | 0.77% | Q4 2021 | Q2 2022 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.78% | 0.80% | 0.82% | Q1 2022 | Q3 2022 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2022 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Optiver Holding B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Rosenberg Matthew Hamilton | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JARISLOWSKY, FRASER Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
M&T BANK CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.38% | 0.43% | 0.49% | Q1 2023 | Q3 2023 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Mn Services Vermogensbeheer B.V. | 3 | 3 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q1 2022 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.28% | 0.29% | 0.31% | Q2 2021 | Q4 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Fosun International Ltd | 3 | 3 | 0.06% | 0.12% | 0.15% | Q3 2021 | Q1 2022 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cipher Capital LP | 3 | 3 | 0.13% | 0.23% | 0.30% | Q2 2022 | Q4 2022 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Andra AP-fonden | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
INTECH INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CoreCommodity Management, LLC | 2 | 1 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 3 |
TT International Asset Management LTD | 2 | 1 | 0.05% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2022 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.16% | 0.26% | 0.31% | Q1 2023 | Q3 2023 | 3 |
QS Investors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q1 2023 | 3 |
MADISON WEALTH MANAGEMENT | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q2 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2021 | 3 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA TRUST CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Point72 Hong Kong Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
PANAGORA ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.04% | 0.10% | 0.14% | Q1 2021 | Q4 2021 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
Oak Thistle LLC | 1 | 1 | 0.11% | 0.33% | 0.54% | Q1 2022 | Q2 2023 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q1 2022 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.13% | 0.22% | Q2 2021 | Q3 2023 | 3 |
AlphaCrest Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Advisor OS, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
NewEdge Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.04% | 0.36% | 0.69% | Q3 2020 | Q4 2020 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q2 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.19% | 0.59% | 0.99% | Q3 2020 | Q4 2020 | 2 |
Sciencast Management LP | 1 | 1 | 0.06% | 0.19% | 0.31% | Q1 2021 | Q2 2023 | 2 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.07% | 0.18% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Schubert & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 2 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
AXS Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q1 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q2 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2021 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Aperio Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Aventail Capital Group, LP | 1 | 1 | 1.02% | 5.70% | 10.37% | Q1 2021 | Q2 2023 | 2 |
Jump Financial, LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q1 2022 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Pictet North America Advisors SA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.13% | 0.17% | 0.20% | Q3 2020 | Q2 2021 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.20% | 0.37% | Q1 2021 | Q1 2021 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Stevard, LLC | 2 | 2 | 0.08% | 0.24% | 0.40% | Q3 2020 | Q4 2020 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ecofin Advisors Ltd | 2 | 2 | 5.07% | 5.40% | 5.73% | Q3 2020 | Q4 2020 | 2 |
IndexIQ Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2023 | 2 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
TRUE Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Cerity Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BAMCO INC /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Friedenthal Financial | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2023 | Q2 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Abacus Wealth Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Laurus Investment Counsel Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hudson Value Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
KBC Group NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Community Bank of Raymore | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2020 | Q3 2020 | 1 |
Hoese & Co LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
USCF Advisers LLC | 1 | 1 | 5.16% | 5.16% | 5.16% | Q3 2023 | Q3 2023 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Oslo Asset Management AS | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2021 | Q2 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vestcor Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cascade Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Ethic Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ELCO Management Co., LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2021 | Q1 2021 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2023 | Q4 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own BROOKFIELD RENEWABLE CORP or have owned BROOKFIELD RENEWABLE CORP in the past.