Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 107 |
Citadel Advisors | 21 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 69 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.04% | 0.10% | Q3 2011 | Q3 2023 | 49 |
HUNTINGTON NATIONAL BANK | 26 | 1 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.05% | Q3 2011 | Q3 2023 | 49 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.02% | 0.08% | Q4 2011 | Q3 2023 | 48 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 47 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.02% | 0.04% | Q1 2012 | Q3 2023 | 47 |
GLENMEDE TRUST CO NA | 45 | 45 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2023 | 45 |
PEAK6 Group LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 44 |
PRIVATE TRUST CO NA | 43 | 43 | 0.09% | 0.17% | 0.30% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.06% | 0.17% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.04% | 0.05% | Q4 2012 | Q2 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.04% | 0.08% | Q4 2012 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 42 | 42 | 0.54% | 1.08% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.08% | 0.40% | 1.10% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 42 | 42 | 0.26% | 0.32% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.82% | 1.16% | 1.56% | Q2 2013 | Q3 2023 | 42 |
Capital Analysts, LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.11% | 0.37% | 0.59% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.08% | 0.21% | 0.28% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.03% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 1.23% | 1.64% | 2.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Atlas Brown,Inc. | 42 | 42 | 0.29% | 6.75% | 23.67% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.17% | 0.24% | 0.31% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HENDLEY & CO INC | 42 | 42 | 0.90% | 1.51% | 2.55% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.37% | 0.81% | Q4 2012 | Q1 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bath Savings Trust Co | 42 | 42 | 0.81% | 1.66% | 2.08% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.90% | 1.35% | 1.74% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 1.71% | 2.23% | 2.92% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Markel Corporation | 42 | 42 | 0.22% | 0.36% | 0.61% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.04% | 5.27% | 10.37% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.28% | 1.12% | 2.41% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Covington Investment Advisors Inc. | 42 | 42 | 0.94% | 2.31% | 3.48% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.03% | 0.05% | Q2 2012 | Q4 2022 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.68% | 0.85% | 1.15% | Q2 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.14% | 0.22% | 0.29% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.41% | 0.68% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.36% | 0.71% | 1.40% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Hendershot Investments Inc. | 42 | 42 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WENDELL DAVID ASSOCIATES INC | 42 | 42 | 0.68% | 1.01% | 1.24% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.15% | 0.44% | 0.93% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.33% | 1.21% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 0.28% | 0.65% | 1.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Douglass Winthrop Advisors, LLC | 42 | 42 | 1.43% | 1.97% | 2.78% | Q2 2013 | Q3 2023 | 42 |
Garrison Asset Management, LLC | 42 | 42 | 1.78% | 2.32% | 2.89% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.04% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.11% | 0.54% | 1.16% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 41 |
WEIK CAPITAL MANAGEMENT | 41 | 41 | 0.12% | 0.16% | 0.21% | Q3 2013 | Q3 2023 | 41 |
NOMURA HOLDINGS INC | 16 | 11 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 41 | 41 | 0.01% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 41 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 29 | 12 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Korea Investment CORP | 26 | 15 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
D. E. Shaw & Co., Inc. | 15 | 4 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 41 | 41 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.03% | 0.13% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.06% | 0.16% | Q1 2013 | Q3 2023 | 41 |
Rathbones Group PLC | 39 | 2 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q2 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 32 | 9 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
KBC Group NV | 39 | 2 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 41 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 40 |
GAM Holding AG | 39 | 1 | 0.14% | 0.54% | 1.12% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.03% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.12% | 0.26% | 0.45% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
GREAT LAKES ADVISORS, LLC | 39 | 39 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 39 |
TORONTO DOMINION BANK | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
AXA S.A. | 39 | 39 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 39 |
Andra AP-fonden | 22 | 5 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q2 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.01% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 39 |
Ameritas Investment Partners, Inc. | 31 | 8 | 0.01% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 39 |
Tufton Capital Management | 28 | 10 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 38 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2022 | 38 |
ALTFEST L J & CO INC | 36 | 2 | 0.11% | 0.27% | 0.54% | Q4 2013 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 10 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 38 | 38 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 38 |
Regent Investment Management LLC | 37 | 37 | 0.12% | 1.40% | 3.79% | Q4 2013 | Q4 2022 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
CHILTON INVESTMENT CO INC. | 25 | 1 | 0.01% | 1.09% | 3.45% | Q2 2013 | Q4 2022 | 37 |
Kentucky Retirement Systems Insurance Trust Fund | 20 | 17 | 0.03% | 0.05% | 0.09% | Q3 2013 | Q3 2023 | 37 |
DnB Asset Management AS | 36 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.04% | 0.07% | 0.09% | Q3 2014 | Q3 2023 | 37 |
Joel Isaacson & Co., LLC | 25 | 12 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2023 | 37 |
Sippican Capital Advisors | 37 | 37 | 0.63% | 0.94% | 1.42% | Q3 2014 | Q3 2023 | 37 |
SYNOVUS FINANCIAL CORP | 35 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2022 | 36 |
FIRST TRUST ADVISORS LP | 17 | 1 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 36 |
CPWM, LLC | 36 | 36 | 0.02% | 0.07% | 0.10% | Q4 2013 | Q3 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 14 | 0.04% | 0.08% | 0.15% | Q3 2014 | Q3 2023 | 36 |
FEDERATED HERMES, INC. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
WINTON GROUP Ltd | 29 | 2 | 0.01% | 0.14% | 0.45% | Q2 2014 | Q3 2023 | 36 |
Robeco Institutional Asset Management B.V. | 16 | 6 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.02% | 0.13% | 0.30% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 0.01% | 0.81% | 2.24% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 36 |
Glenview Trust Co | 28 | 1 | 0.35% | 1.49% | 2.00% | Q4 2008 | Q3 2023 | 36 |
Northstar Group, Inc. | 36 | 36 | 0.80% | 1.46% | 2.01% | Q4 2014 | Q3 2023 | 36 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.04% | 0.09% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Barrett Asset Management, LLC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.03% | 0.28% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 34 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 35 | 35 | 0.01% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 35 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 24 | 10 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 34 |
Cambridge Investment Research Advisors, Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
BBR PARTNERS, LLC | 34 | 34 | 0.90% | 6.50% | 18.26% | Q2 2013 | Q3 2021 | 34 |
ACADIAN ASSET MANAGEMENT LLC | 29 | 2 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
BANK OF NOVA SCOTIA | 27 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 34 |
SEGALL BRYANT & HAMILL, LLC | 25 | 9 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 15 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.17% | 1.52% | Q2 2015 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q3 2021 | 34 |
STRS OHIO | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 34 |
DENALI ADVISORS LLC | 24 | 3 | 0.01% | 0.95% | 2.58% | Q4 2013 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 6 | 0.00% | 0.09% | 0.74% | Q2 2013 | Q3 2023 | 33 |
Candriam S.C.A. | 33 | 33 | 0.01% | 0.04% | 0.22% | Q4 2014 | Q4 2022 | 33 |
Employees Retirement System of Texas | 33 | 33 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2021 | 33 |
TRUST CO OF VERMONT | 26 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 33 |
LORD, ABBETT & CO. LLC | 30 | 2 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q4 2022 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.19% | 0.25% | 0.33% | Q2 2013 | Q1 2021 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2023 | 32 |
Edmonds Duncan Registered Investment Advisors, LLC | 32 | 32 | 0.13% | 0.21% | 0.26% | Q4 2015 | Q3 2023 | 32 |
BLUESTEIN R H & CO LLC | 32 | 32 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2022 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2021 | 32 |
PHYSICIANS FINANCIAL SERVICES, INC. | 31 | 31 | 0.09% | 0.16% | 0.26% | Q4 2015 | Q2 2023 | 31 |
Pacer Advisors, Inc. | 19 | 12 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Manchester Capital Management LLC | 24 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 31 |
PATHSTONE FAMILY OFFICE, LLC | 31 | 31 | 0.03% | 0.19% | 0.95% | Q1 2016 | Q3 2023 | 31 |
Skandinaviska Enskilda Banken AB (publ) | 31 | 31 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2020 | 31 |
ARGI Investment Services, LLC | 28 | 1 | 0.02% | 0.26% | 0.51% | Q4 2014 | Q4 2022 | 31 |
Janney Montgomery Scott LLC | 31 | 31 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
COMMERCE BANK | 18 | 13 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.13% | 0.18% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Haverford Trust Co | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 31 |
ROYAL LONDON ASSET MANAGEMENT LTD | 10 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 26 | 1 | 0.00% | 0.01% | 0.12% | Q4 2014 | Q3 2023 | 31 |
CIBC Private Wealth Group, LLC | 29 | 1 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.03% | 0.09% | 0.16% | Q1 2016 | Q3 2023 | 30 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q2 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.06% | 0.11% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Lowe Wealth Advisors, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 30 |
Allianz Asset Management GmbH | 24 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 30 |
Permit Capital, LLC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Essex Financial Services, Inc. | 26 | 4 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q3 2023 | 30 |
FIL Ltd | 19 | 11 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q1 2021 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2023 | 30 |
PROVIDENT TRUST CO | 29 | 29 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2021 | 29 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 1 | 0.01% | 0.07% | 0.21% | Q4 2015 | Q3 2023 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2022 | 29 |
INGALLS & SNYDER LLC | 24 | 5 | 0.07% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 29 |
DAVENPORT & Co LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Stratos Wealth Partners, LTD. | 29 | 29 | 0.03% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 29 |
MOODY LYNN & LIEBERSON, LLC | 25 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Cutter & CO Brokerage, Inc. | 28 | 1 | 0.10% | 0.37% | 0.50% | Q1 2014 | Q3 2023 | 29 |
CHICKASAW CAPITAL MANAGEMENT LLC | 28 | 28 | 0.04% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Lagoda Investment Management, L.P. | 28 | 28 | 0.05% | 0.13% | 0.30% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Tandem Investment Advisors, Inc. | 28 | 28 | 1.16% | 1.93% | 3.48% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.01% | 0.08% | 0.18% | Q2 2014 | Q1 2023 | 28 |
USA MUTUALS ADVISORS, INC. | 28 | 28 | 1.64% | 3.94% | 7.31% | Q1 2013 | Q4 2019 | 28 |
D.A. DAVIDSON & CO. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
Oakworth Capital, Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
RBO & CO LLC | 28 | 28 | 1.73% | 2.44% | 3.12% | Q4 2016 | Q3 2023 | 28 |
IBM Retirement Fund | 15 | 5 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2021 | 28 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
JNBA Financial Advisors | 20 | 8 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Stearns Financial Services Group | 15 | 12 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q3 2020 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2023 | 27 |
Coastline Trust Co | 27 | 27 | 0.04% | 0.17% | 0.29% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
SCHWARTZ INVESTMENT COUNSEL INC | 27 | 27 | 0.01% | 0.59% | 2.47% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 1 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 27 |
Fiduciary Trust Co International of Pennsylvania | 20 | 7 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q1 2020 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
TOTH FINANCIAL ADVISORY CORP | 27 | 27 | 0.19% | 0.26% | 0.35% | Q1 2017 | Q3 2023 | 27 |
CIBC WORLD MARKETS CORP | 23 | 4 | 0.01% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Glassman Wealth Services | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2020 | 27 |
PROFUND ADVISORS LLC | 15 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
First Allied Advisory Services, Inc. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2020 | 26 |
BROWN BROTHERS HARRIMAN & CO | 23 | 1 | 0.00% | 0.97% | 2.60% | Q3 2013 | Q3 2023 | 26 |
VAN ECK ASSOCIATES CORP | 16 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 26 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.08% | 0.34% | Q4 2014 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q3 2019 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.06% | 0.50% | Q2 2013 | Q4 2021 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2020 | 26 |
WOLVERINE TRADING, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
SAYBROOK CAPITAL /NC | 25 | 25 | 0.11% | 0.14% | 0.21% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 23 | 2 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q1 2023 | 25 |
Carroll Financial Associates, Inc. | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 24 | 24 | 6.20% | 7.25% | 8.32% | Q2 2013 | Q1 2019 | 24 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.00% | 0.08% | 0.14% | Q3 2016 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 24 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.07% | 0.18% | Q2 2016 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.10% | 0.27% | 0.55% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 14 | 10 | 0.00% | 0.06% | 0.25% | Q1 2013 | Q1 2019 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 3.17% | 3.74% | 4.58% | Q2 2013 | Q1 2019 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.38% | 0.57% | 0.78% | Q4 2017 | Q3 2023 | 24 |
IFM Investors Pty Ltd | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ING GROEP NV | 9 | 1 | 0.00% | 0.02% | 0.15% | Q4 2014 | Q2 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.46% | 0.81% | 3.45% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 24 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 3 | 0.14% | 0.21% | 0.30% | Q3 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BP PLC | 11 | 4 | 0.03% | 0.14% | 0.52% | Q1 2014 | Q2 2021 | 24 |
Lindsell Train | 23 | 23 | 0.25% | 0.33% | 0.56% | Q1 2018 | Q3 2023 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 23 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q3 2023 | 23 |
AlphaMark Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 11 | 0.00% | 0.05% | 0.18% | Q4 2014 | Q1 2023 | 23 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.07% | 0.71% | Q2 2013 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
BOKF, NA | 11 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 23 |
EULAV Asset Management | 23 | 23 | 0.03% | 0.11% | 0.14% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
MPS Loria Financial Planners, LLC | 16 | 7 | 0.53% | 0.79% | 1.18% | Q2 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.07% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.00% | 0.17% | 0.36% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
Achmea Investment Management B.V. | 12 | 10 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q2 2023 | 22 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2020 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.13% | 0.17% | 0.21% | Q2 2018 | Q3 2023 | 22 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 22 | 22 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2021 | 22 |
MCF Advisors LLC | 15 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2022 | 22 |
Bridgewater Associates | 13 | 1 | 0.00% | 0.18% | 0.37% | Q1 2015 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.07% | 0.26% | Q2 2015 | Q2 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 22 | 22 | 0.00% | 0.14% | 0.49% | Q1 2018 | Q2 2023 | 22 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.37% | 0.52% | 0.66% | Q3 2018 | Q3 2023 | 21 |
Tredje AP-fonden | 17 | 4 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.87% | 1.32% | 1.69% | Q2 2013 | Q2 2018 | 21 |
M&R CAPITAL MANAGEMENT INC | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 21 |
CENTRAL BANK & TRUST CO | 13 | 8 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
CRAWFORD INVESTMENT COUNSEL INC | 21 | 21 | 0.02% | 0.10% | 0.17% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.14% | 0.68% | Q3 2018 | Q3 2023 | 21 |
BB&T SECURITIES, LLC | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2014 | Q3 2019 | 21 |
Eagle Ridge Investment Management | 18 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 21 |
Sigma Planning Corp | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 21 |
Atria Investments, Inc | 12 | 3 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.48% | 0.73% | 1.01% | Q3 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.26% | 0.35% | 0.48% | Q4 2017 | Q4 2022 | 21 |
FORSTA AP-FONDEN | 15 | 2 | 0.03% | 0.33% | 4.98% | Q4 2015 | Q3 2023 | 21 |
First Personal Financial Services | 14 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2017 | 20 |
OneDigital Investment Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 20 |
OSSIAM | 20 | 20 | 0.00% | 0.19% | 1.33% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Sather Financial Group Inc | 20 | 20 | 1.07% | 1.81% | 2.69% | Q4 2018 | Q3 2023 | 20 |
Smithfield Trust Co | 14 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q2 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
CLEARARC CAPITAL INC | 13 | 7 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 19 | 19 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 19 |
NN Investment Partners Holdings N.V. | 13 | 6 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2022 | 19 |
Wealthspire Advisors, L.P. | 14 | 5 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2020 | 19 |
Perigon Wealth Management, LLC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q3 2011 | Q3 2023 | 19 |
Apriem Advisors | 10 | 1 | 0.01% | 0.34% | 1.38% | Q4 2014 | Q4 2020 | 19 |
Twin Tree Management, LP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q1 2021 | 19 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 19 | 19 | 0.07% | 1.04% | 1.73% | Q1 2015 | Q3 2019 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BRINKER CAPITAL INC | 19 | 19 | 0.03% | 0.12% | 0.18% | Q4 2015 | Q2 2020 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
Bowie Capital Management, LLC | 19 | 19 | 0.77% | 1.67% | 3.40% | Q4 2016 | Q2 2021 | 19 |
ADVISOR PARTNERS LLC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 5 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 19 |
ROWLANDMILLER & PARTNERS.ADV | 17 | 2 | 0.11% | 0.14% | 0.16% | Q4 2014 | Q4 2023 | 19 |
Brandywine Global Investment Management, LLC | 18 | 18 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2020 | 19 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q2 2023 | 19 |
ALLSTATE CORP | 13 | 2 | 0.01% | 0.05% | 0.35% | Q1 2016 | Q4 2022 | 19 |
Prospera Financial Services Inc | 19 | 19 | 0.02% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 19 |
SCOTIA CAPITAL INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q1 2023 | 18 |
FIRST QUADRANT LLC/CA | 13 | 1 | 0.00% | 0.09% | 0.42% | Q2 2013 | Q4 2020 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 18 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 18 |
SUMITOMO LIFE INSURANCE CO | 18 | 18 | 0.09% | 0.17% | 0.28% | Q3 2013 | Q4 2017 | 18 |
FRED ALGER MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 18 |
FULLER & THALER ASSET MANAGEMENT, INC. | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 18 |
Cetera Investment Advisers | 16 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Baillie Gifford | 18 | 18 | 0.03% | 0.10% | 0.25% | Q2 2013 | Q3 2017 | 18 |
Carnegie Capital Asset Management, LLC | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2022 | 18 |
Penserra Capital Management LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 18 |
Capital Impact Advisors, LLC | 18 | 18 | 0.36% | 0.57% | 1.06% | Q1 2015 | Q2 2019 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 18 |
TRAN CAPITAL MANAGEMENT, L.P. | 18 | 18 | 0.25% | 0.75% | 1.95% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Koshinski Asset Management, Inc. | 16 | 1 | 0.12% | 0.19% | 0.30% | Q4 2017 | Q3 2023 | 18 |
Pinnacle Bancorp, Inc. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 18 | 18 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q1 2022 | 18 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 9 | 2 | 0.08% | 0.23% | 0.55% | Q4 2015 | Q2 2021 | 17 |
First Bank & Trust | 17 | 17 | 0.07% | 0.37% | 0.62% | Q1 2019 | Q1 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2017 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 14 | 3 | 0.03% | 0.97% | 1.63% | Q2 2019 | Q3 2023 | 17 |
Engineers Gate Manager LP | 10 | 1 | 0.02% | 0.11% | 0.24% | Q1 2015 | Q3 2023 | 17 |
NATIXIS | 6 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q2 2023 | 17 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.22% | 0.86% | Q2 2013 | Q3 2023 | 17 |
Fundsmith | 17 | 17 | 2.46% | 3.06% | 3.86% | Q3 2019 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Mariner Wealth Advisors-Cincinnati, LLC | 9 | 8 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q4 2017 | 17 |
CONNING INC. | 12 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.10% | 0.18% | 0.25% | Q4 2018 | Q4 2022 | 17 |
LVM CAPITAL MANAGEMENT LTD/MI | 17 | 17 | 0.07% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 17 | 17 | 0.08% | 0.21% | 0.35% | Q2 2018 | Q2 2022 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
MUFG Americas Holdings Corp | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Nicholas Hoffman & Company, LLC. | 8 | 1 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 17 |
AE Wealth Management LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Lido Advisors, LLC | 11 | 6 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2022 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.13% | 0.17% | 0.21% | Q3 2019 | Q3 2023 | 17 |
TRUIST FINANCIAL CORP | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.10% | 0.17% | Q2 2013 | Q1 2017 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.76% | 0.96% | 1.15% | Q4 2019 | Q3 2023 | 16 |
ETF MANAGERS GROUP, LLC | 13 | 1 | 0.01% | 0.10% | 0.71% | Q1 2016 | Q2 2022 | 16 |
Corient Capital Partners, LLC | 12 | 4 | 0.02% | 0.07% | 0.15% | Q3 2016 | Q3 2022 | 16 |
EASTERN BANK | 16 | 16 | 0.01% | 0.05% | 0.15% | Q3 2019 | Q2 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.26% | 0.43% | 0.55% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q1 2017 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MAVERICK CAPITAL LTD | 10 | 6 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q2 2023 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Point72 Hong Kong Ltd | 4 | 1 | 0.01% | 0.08% | 0.20% | Q3 2014 | Q3 2022 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Voya Financial Advisors, Inc. | 16 | 16 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q4 2022 | 16 |
Qube Research & Technologies Ltd | 9 | 2 | 0.01% | 0.12% | 0.62% | Q2 2018 | Q4 2022 | 16 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.36% | 1.46% | Q3 2015 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.07% | 0.23% | 0.60% | Q4 2019 | Q3 2023 | 16 |
Palisades Hudson Asset Management, L.P. | 12 | 1 | 0.11% | 0.13% | 0.16% | Q2 2019 | Q3 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.17% | 0.76% | Q2 2013 | Q3 2022 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.01% | 0.05% | 0.27% | Q2 2015 | Q1 2021 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.24% | 0.30% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.07% | 0.12% | 0.14% | Q4 2019 | Q3 2023 | 16 |
ABSHER WEALTH MANAGEMENT, LLC | 16 | 16 | 2.18% | 2.60% | 3.27% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
OLD NATIONAL BANCORP /IN/ | 16 | 16 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
MONETARY MANAGEMENT GROUP INC | 16 | 16 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q3 2018 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.92% | 1.07% | 1.25% | Q4 2019 | Q3 2023 | 16 |
TOBAM | 13 | 3 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q3 2023 | 16 |
GREATMARK INVESTMENT PARTNERS, INC. | 16 | 16 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.09% | 0.12% | 0.24% | Q4 2019 | Q3 2023 | 16 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 16 | 16 | 0.22% | 0.39% | 0.52% | Q2 2013 | Q1 2017 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.08% | 0.21% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 14 | 1 | 0.05% | 0.14% | 0.49% | Q4 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Mariner, LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 15 |
Douglas Lane & Associates, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.07% | 0.23% | Q1 2017 | Q3 2020 | 15 |
Evercore Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 15 |
State of New Jersey Common Pension Fund D | 14 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 15 |
Daiwa SB Investments Ltd. | 15 | 15 | 0.03% | 0.99% | 2.33% | Q1 2014 | Q3 2017 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
WEALTHFRONT Corp | 10 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 15 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.06% | 0.52% | Q3 2018 | Q2 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 15 |
Natixis Investment Managers International | 15 | 15 | 0.45% | 0.66% | 1.01% | Q1 2015 | Q3 2018 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q4 2022 | 15 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
K.J. Harrison & Partners Inc | 8 | 7 | 0.18% | 0.36% | 0.66% | Q4 2016 | Q4 2021 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.36% | 1.35% | Q1 2020 | Q3 2023 | 15 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Integrated Wealth Concepts LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 15 |
ExodusPoint Capital Management, LP | 15 | 15 | 0.00% | 0.09% | 0.25% | Q1 2020 | Q3 2023 | 15 |
AHL Partners LLP | 14 | 14 | 0.04% | 0.25% | 0.67% | Q3 2014 | Q4 2017 | 14 |
Pensionfund Sabic | 8 | 2 | 0.41% | 0.47% | 0.61% | Q3 2015 | Q2 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 14 |
SouthState Corp | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
CHILTON CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q1 2017 | 14 |
TODD ASSET MANAGEMENT LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 14 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 9 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.07% | 0.30% | Q4 2015 | Q3 2022 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 14 |
AMERICAN NATIONAL BANK | 9 | 5 | 0.00% | 0.08% | 0.32% | Q1 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
D L CARLSON INVESTMENT GROUP INC | 8 | 6 | 0.48% | 0.92% | 1.24% | Q1 2014 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AdvisorShares Investments LLC | 14 | 14 | 0.01% | 0.08% | 0.38% | Q4 2019 | Q1 2023 | 14 |
EXANE DERIVATIVES | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 14 |
GRACE & WHITE INC /NY | 14 | 14 | 3.96% | 5.21% | 7.24% | Q2 2020 | Q3 2023 | 14 |
HM PAYSON & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
KCM INVESTMENT ADVISORS LLC | 13 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q2 2020 | 14 |
EP Wealth Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2019 | 14 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.03% | 0.08% | 0.19% | Q2 2019 | Q3 2022 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 4 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 13 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q2 2022 | 13 |
LMR Partners LLP | 3 | 2 | 0.00% | 0.18% | 1.15% | Q2 2014 | Q4 2019 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 13 |
PineBridge Investments, L.P. | 6 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2020 | 13 |
PUTNAM INVESTMENTS LLC | 13 | 13 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2016 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 13 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 13 |
COLONY GROUP LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 13 |
McCollum Christoferson Group LLC | 13 | 13 | 1.31% | 1.47% | 1.58% | Q4 2017 | Q4 2020 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.06% | 0.24% | 0.75% | Q2 2013 | Q2 2016 | 13 |
Vantage Investment Advisors, LLC | 13 | 13 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q4 2016 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2016 | 13 |
Proficio Capital Partners LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 13 |
HYMAN CHARLES D | 11 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 13 |
Knowledge Leaders Capital, LLC | 12 | 1 | 0.49% | 1.01% | 1.96% | Q4 2011 | Q1 2023 | 13 |
Mission Creek Capital Partners, Inc. | 12 | 1 | 0.04% | 0.07% | 0.12% | Q4 2019 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
LAZARD ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 13 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.14% | 0.59% | Q3 2014 | Q3 2023 | 13 |
First Command Bank | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
First Command Financial Services, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 13 |
Jump Financial, LLC | 10 | 2 | 0.02% | 0.08% | 0.24% | Q3 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.19% | 0.26% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.25% | 0.52% | 0.75% | Q4 2020 | Q3 2023 | 12 |
Vest Financial, LLC | 12 | 12 | 1.04% | 1.45% | 1.83% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.22% | 0.49% | Q2 2013 | Q3 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.15% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Caprock Group, LLC | 7 | 2 | 0.02% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.02% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2022 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.07% | 0.12% | 0.23% | Q4 2015 | Q3 2018 | 12 |
DENVER INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.07% | 0.14% | Q1 2017 | Q3 2021 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Ethic Inc. | 12 | 12 | 0.06% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Diversified Trust Co | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2023 | 12 |
AGF Investments LLC | 5 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q4 2020 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
FORT, L.P. | 12 | 12 | 0.01% | 0.16% | 0.48% | Q2 2018 | Q1 2021 | 12 |
PRUDENTIAL PLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 12 |
HOWE & RUSLING INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 12 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 4 | 0.13% | 0.15% | 0.16% | Q2 2019 | Q1 2023 | 12 |
BLAIR WILLIAM & CO/IL | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
ADVISORY RESEARCH INC | 9 | 1 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q2 2019 | 12 |
HBK Sorce Advisory LLC | 11 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 12 |
AIGEN INVESTMENT MANAGEMENT, LP | 11 | 1 | 0.04% | 0.28% | 0.80% | Q3 2020 | Q3 2023 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Ally Financial Inc. | 10 | 2 | 0.11% | 0.27% | 0.38% | Q4 2014 | Q3 2023 | 12 |
Pensionfund DSM Netherlands | 8 | 2 | 0.04% | 0.39% | 0.54% | Q3 2015 | Q4 2021 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.26% | 0.31% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Virtue Capital Management, LLC | 8 | 1 | 0.01% | 0.15% | 0.24% | Q1 2018 | Q1 2022 | 12 |
PGGM Investments | 5 | 1 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Bristlecone Advisors, LLC | 11 | 11 | 0.15% | 0.35% | 0.47% | Q2 2017 | Q4 2019 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Vantage Consulting Group Inc | 10 | 1 | 0.01% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2021 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 10 | 1 | 0.01% | 0.08% | 0.14% | Q1 2018 | Q3 2022 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.14% | 0.23% | 0.49% | Q1 2020 | Q3 2022 | 11 |
QCI ASSET MANAGEMENT INC/NY | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
MinichMacGregor Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2018 | 11 |
Key FInancial Inc | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 11 | 11 | 0.90% | 1.14% | 1.39% | Q2 2013 | Q4 2015 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.33% | 0.41% | 0.49% | Q3 2013 | Q1 2016 | 11 |
Aureus Asset Management, LLC | 10 | 1 | 0.05% | 0.24% | 0.43% | Q4 2015 | Q3 2023 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q1 2020 | 11 |
Advisors Capital Management, LLC | 9 | 2 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Echo Street Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
RMB Capital Management, LLC | 11 | 11 | 0.01% | 0.25% | 0.54% | Q2 2015 | Q4 2017 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.50% | 0.64% | 0.86% | Q4 2020 | Q3 2023 | 11 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
LOOMIS SAYLES & CO L P | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Euclid Advisors LLC | 9 | 1 | 0.04% | 0.29% | 1.04% | Q2 2013 | Q2 2016 | 11 |
Mercer Capital Advisers, Inc. | 11 | 11 | 0.16% | 0.21% | 0.27% | Q1 2019 | Q3 2021 | 11 |
COOKSON PEIRCE & CO INC | 5 | 2 | 0.03% | 0.73% | 2.82% | Q2 2014 | Q3 2020 | 11 |
Berkeley Capital Partners, LLC | 8 | 3 | 0.09% | 0.13% | 0.18% | Q2 2019 | Q1 2022 | 11 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.10% | 0.34% | Q4 2014 | Q2 2019 | 11 |
WADDELL & REED FINANCIAL INC | 11 | 11 | 0.06% | 0.16% | 0.22% | Q2 2013 | Q4 2015 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 1.06% | 1.88% | Q1 2014 | Q3 2016 | 11 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HALL LAURIE J TRUSTEE | 7 | 3 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q1 2021 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2022 | 10 |
CLEARBRIDGE, LLC | 10 | 10 | 0.00% | 0.08% | 0.11% | Q3 2013 | Q4 2015 | 10 |
NUANCE INVESTMENTS, LLC | 6 | 1 | 0.21% | 0.41% | 0.83% | Q3 2017 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Roundview Capital LLC | 6 | 4 | 0.07% | 0.09% | 0.14% | Q1 2017 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Hennion & Walsh Asset Management, Inc. | 6 | 4 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 10 | 10 | 0.16% | 0.20% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Champlain Investment Partners, LLC | 8 | 2 | 0.43% | 0.76% | 0.98% | Q4 2018 | Q3 2023 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q2 2019 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.23% | 0.40% | 0.60% | Q2 2016 | Q3 2018 | 10 |
Quantbot Technologies LP | 2 | 1 | 0.02% | 0.10% | 0.19% | Q3 2013 | Q3 2022 | 10 |
Ledyard National Bank | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2018 | 10 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 10 |
Alhambra Investment Management LLC | 10 | 10 | 0.14% | 0.15% | 0.18% | Q1 2021 | Q2 2023 | 10 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.02% | 0.08% | 0.20% | Q1 2018 | Q1 2023 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
FineMark National Bank & Trust | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 10 |
Enterprise Trust & Investment Co | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
CLINTON GROUP INC | 6 | 2 | 0.01% | 0.18% | 0.43% | Q3 2013 | Q1 2017 | 10 |
FNY Investment Advisers, LLC | 7 | 3 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 10 |
Carmignac Gestion | 9 | 1 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q4 2021 | 10 |
Ohio National Investments, Inc. | 10 | 10 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q1 2016 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Financial Enhancement Group LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 10 |
SVA Wealth Management, LLC | 10 | 10 | 0.03% | 0.08% | 0.15% | Q1 2016 | Q2 2018 | 10 |
First Horizon Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.16% | 0.45% | Q2 2013 | Q2 2018 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q2 2020 | 10 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.06% | 0.18% | Q1 2014 | Q2 2023 | 10 |
Truvvo Partners LLC | 10 | 10 | 0.19% | 0.28% | 0.40% | Q4 2015 | Q1 2018 | 10 |
Railway Pension Investments Ltd | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.07% | 0.19% | Q4 2014 | Q3 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2018 | 10 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FULTON BANK, N.A. | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2023 | 9 |
Newfound Research LLC | 9 | 9 | 0.09% | 0.18% | 0.32% | Q3 2020 | Q3 2022 | 9 |
Timber Creek Capital Management LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q1 2014 | Q4 2017 | 9 |
TDAM USA INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.03% | 0.09% | Q3 2016 | Q3 2023 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Bredin Investment LLC | 9 | 9 | 0.25% | 0.45% | 0.56% | Q4 2017 | Q4 2019 | 9 |
Geo Capital Gestora de Recursos Ltd | 9 | 9 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Bayesian Capital Management, LP | 4 | 1 | 0.06% | 0.13% | 0.30% | Q3 2017 | Q2 2023 | 9 |
GREENLEAF TRUST | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 9 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2021 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Teza Capital Management LLC | 4 | 1 | 0.06% | 0.31% | 0.73% | Q3 2018 | Q2 2023 | 9 |
IEQ CAPITAL, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Richard Bernstein Advisors LLC | 8 | 1 | 0.04% | 0.10% | 0.16% | Q1 2019 | Q2 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.05% | 0.36% | Q4 2016 | Q3 2023 | 9 |
Vestmark Advisory Solutions, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q2 2023 | 9 |
Kessler Investment Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2016 | 9 |
Clean Yield Group | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GRANDFIELD & DODD, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 9 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 9 |
Larson Financial Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Boit C F David | 5 | 4 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 9 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 9 |
Axiom Investment Management LLC | 9 | 9 | 0.05% | 0.32% | 0.50% | Q1 2019 | Q1 2021 | 9 |
Stevens First Principles Investment Advisors | 9 | 9 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q2 2019 | 9 |
Galvin, Gaustad & Stein, LLC | 9 | 9 | 0.60% | 1.32% | 1.62% | Q3 2021 | Q3 2023 | 9 |
Hexavest Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
TimesSquare Capital Management, LLC | 9 | 9 | 0.35% | 0.43% | 0.53% | Q4 2014 | Q4 2016 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Balentine LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q4 2019 | 9 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Westbourne Investment Advisors, Inc. | 8 | 8 | 0.11% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2022 | 8 |
Level Financial Advisors | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
William Allan Corp | 8 | 8 | 1.80% | 2.03% | 2.29% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.52% | 0.85% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.02% | 0.15% | 0.27% | Q4 2019 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.66% | 1.27% | 1.68% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.03% | 0.09% | 0.15% | Q3 2021 | Q2 2023 | 8 |
Dynamic Capital Management Ltd | 2 | 1 | 0.10% | 0.39% | 1.05% | Q2 2013 | Q2 2018 | 8 |
Hillsdale Investment Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.02% | 0.07% | 0.16% | Q1 2021 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Port Capital LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WCM INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.40% | 0.47% | 0.53% | Q2 2015 | Q1 2017 | 8 |
Cornell Pochily Investment Advisors, Inc. | 6 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
Kavar Capital Partners, LLC | 8 | 8 | 1.11% | 1.22% | 1.58% | Q1 2016 | Q4 2017 | 8 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 8 | 0.03% | 0.07% | 0.08% | Q4 2014 | Q3 2016 | 8 |
FDx Advisors, Inc. | 6 | 2 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q2 2019 | 8 |
SANDLER CAPITAL MANAGEMENT | 5 | 1 | 0.25% | 0.67% | 1.39% | Q2 2013 | Q1 2017 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Tidal Investments LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OSTRUM ASSET MANAGEMENT | 5 | 3 | 0.01% | 2.51% | 5.82% | Q4 2018 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.19% | 0.44% | Q1 2020 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 4 | 1 | 0.02% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 8 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 8 | 8 | 0.32% | 0.45% | 0.61% | Q4 2015 | Q3 2017 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q2 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q1 2015 | 8 |
LRT Capital Management, LLC | 8 | 8 | 1.12% | 1.92% | 2.88% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.12% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 2 | 0.04% | 0.19% | 0.77% | Q1 2021 | Q1 2023 | 8 |
Absolute Return Capital, LLC | 5 | 3 | 0.02% | 0.36% | 1.11% | Q3 2013 | Q3 2015 | 8 |
State of Wyoming | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 8 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 8 | 8 | 0.71% | 0.82% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q3 2016 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.20% | 0.29% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Zebra Capital Management LLC | 4 | 2 | 0.15% | 0.56% | 1.03% | Q2 2013 | Q2 2019 | 8 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.04% | 0.13% | 0.47% | Q1 2016 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
CenturyLink Investment Management Co | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q1 2016 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 7 |
ANALYTIC INVESTORS, LLC | 5 | 2 | 0.01% | 0.25% | 0.47% | Q2 2013 | Q3 2016 | 7 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 3 | 0.02% | 0.28% | 0.81% | Q4 2014 | Q3 2016 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
Ballentine Partners, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Dorsey Wright & Associates | 4 | 3 | 0.04% | 0.26% | 0.63% | Q1 2014 | Q2 2020 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2019 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.01% | 0.06% | 0.21% | Q4 2019 | Q4 2022 | 7 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 7 |
ArrowMark Colorado Holdings LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q4 2016 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Edgestream Partners, L.P. | 7 | 7 | 0.02% | 0.07% | 0.15% | Q3 2021 | Q1 2023 | 7 |
Krane Funds Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.12% | 0.56% | Q3 2020 | Q3 2023 | 7 |
Triangle Securities Wealth Management | 7 | 7 | 0.15% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Cipher Capital LP | 1 | 1 | 0.06% | 0.17% | 0.41% | Q4 2014 | Q1 2021 | 7 |
Liontrust Investment Partners LLP | 6 | 1 | 0.18% | 0.24% | 0.33% | Q4 2020 | Q4 2022 | 7 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2022 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2017 | 7 |
Tuttle Capital Management, LLC | 3 | 1 | 0.24% | 0.47% | 0.70% | Q3 2017 | Q1 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Vontobel Holding Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
GAM SYSTEMATIC LLP | 4 | 1 | 0.02% | 0.12% | 0.20% | Q4 2014 | Q3 2017 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 5 | 1 | 0.18% | 0.64% | 1.58% | Q2 2014 | Q2 2018 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.06% | 0.11% | Q3 2015 | Q3 2019 | 7 |
Maven Securities LTD | 7 | 7 | 0.01% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Versor Investments LP | 7 | 7 | 0.01% | 0.06% | 0.18% | Q2 2021 | Q4 2022 | 7 |
Sciencast Management LP | 2 | 1 | 0.06% | 0.41% | 0.94% | Q4 2015 | Q3 2023 | 7 |
Kovitz Investment Group Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 7 |
Venturi Wealth Management, LLC | 5 | 2 | 0.04% | 0.06% | 0.13% | Q4 2018 | Q3 2020 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Independent Advisor Alliance | 4 | 3 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.15% | 0.19% | 0.22% | Q4 2016 | Q2 2018 | 7 |
Quantamental Technologies LLC | 2 | 1 | 0.11% | 0.45% | 1.26% | Q1 2019 | Q2 2023 | 7 |
CX Institutional | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 7 |
Centric Wealth Management | 6 | 1 | 0.61% | 0.79% | 0.97% | Q4 2018 | Q3 2020 | 7 |
Selective Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
ACIMA PRIVATE WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
S.A. Mason LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
FUNDSMITH INVESTMENT SERVICES LTD. | 7 | 7 | 3.52% | 4.07% | 4.61% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.24% | 0.27% | 0.31% | Q3 2021 | Q2 2023 | 7 |
Covestor Ltd | 5 | 2 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q2 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Chico Wealth RIA | 7 | 7 | 0.94% | 1.23% | 1.45% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
COMERICA SECURITIES,INC. | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.50% | 0.67% | 0.80% | Q1 2022 | Q3 2023 | 7 |
Israel Discount Bank of New York | 6 | 6 | 1.25% | 1.40% | 1.51% | Q3 2017 | Q4 2018 | 6 |
LVW Advisors, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q2 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
F3Logic, LLC | 5 | 1 | 0.06% | 0.31% | 0.65% | Q4 2018 | Q1 2021 | 6 |
Providence Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2014 | Q2 2018 | 6 |
Capital Advisors, Ltd. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
UNIO CAPITAL LLC | 6 | 6 | 0.20% | 0.27% | 0.48% | Q4 2017 | Q1 2019 | 6 |
YCG, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2016 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.03% | 0.11% | 0.17% | Q3 2015 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
CURIAN CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2014 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 6 |
WALL STREET ASSOCIATES | 3 | 3 | 0.03% | 0.07% | 0.12% | Q2 2014 | Q4 2015 | 6 |
Santa Fe Partners LLC | 3 | 3 | 0.04% | 0.20% | 0.50% | Q2 2013 | Q4 2015 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 0.28% | 0.37% | 0.41% | Q4 2015 | Q1 2017 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.58% | 1.92% | Q3 2013 | Q1 2023 | 6 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Dominick & Dominick LLC | 6 | 6 | 0.11% | 0.21% | 0.30% | Q2 2013 | Q3 2014 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.21% | 0.24% | 0.30% | Q3 2016 | Q4 2017 | 6 |
RETIREMENT GUYS FORMULA LLC | 6 | 6 | 0.29% | 0.33% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TOEWS CORP /ADV | 4 | 1 | 0.05% | 0.40% | 0.87% | Q2 2016 | Q4 2022 | 6 |
Arcus Capital Partners, LLC | 6 | 6 | 1.86% | 2.24% | 3.01% | Q4 2015 | Q1 2017 | 6 |
Laidlaw Group, LLC | 6 | 6 | 1.63% | 1.79% | 1.97% | Q2 2013 | Q3 2014 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 0.75% | 1.02% | 1.23% | Q4 2019 | Q1 2021 | 6 |
Sand Hill Global Advisors, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q4 2020 | 6 |
Pinnacle Wealth Management, LLC | 5 | 1 | 1.64% | 2.21% | 3.16% | Q4 2021 | Q2 2023 | 6 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.12% | 0.24% | 0.36% | Q4 2020 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q2 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 6 |
BNC WEALTH MANAGEMENT, LLC | 6 | 6 | 0.12% | 0.40% | 0.98% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.06% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.14% | 0.23% | Q3 2014 | Q4 2019 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.09% | 0.14% | 0.19% | Q3 2017 | Q3 2022 | 6 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.09% | 0.35% | Q1 2016 | Q4 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q1 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
CYPRESS ASSET MANAGEMENT INC/TX | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2017 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
United Asset Strategies, Inc. | 6 | 6 | 0.07% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 2 | 0.06% | 0.16% | 0.30% | Q1 2021 | Q4 2022 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Oak Thistle LLC | 4 | 1 | 0.26% | 0.49% | 0.83% | Q4 2021 | Q3 2023 | 6 |
Infusive Asset Management Inc. | 6 | 6 | 0.05% | 1.89% | 4.68% | Q4 2020 | Q1 2022 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 6 | 0.04% | 0.21% | 0.34% | Q3 2021 | Q4 2022 | 6 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q3 2019 | 6 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 6 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
O'Shares Investment Advisers, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q2 2021 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2016 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Fort Baker Capital Management LP | 5 | 5 | 0.49% | 2.31% | 4.34% | Q3 2022 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
NVWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
EagleClaw Capital Managment, LLC | 5 | 5 | 0.16% | 0.27% | 0.33% | Q3 2019 | Q3 2020 | 5 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 5 |
Point72 Europe (London) LLP | 3 | 2 | 0.88% | 2.01% | 3.42% | Q4 2021 | Q2 2023 | 5 |
Waldron Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.07% | 0.11% | 0.17% | Q4 2018 | Q2 2022 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.07% | 0.14% | Q3 2017 | Q1 2023 | 5 |
Formidable Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.08% | 0.14% | 0.24% | Q2 2017 | Q2 2021 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Crewe Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q2 2019 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q3 2020 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 5 |
Hurlow Wealth Management Group, Inc. | 2 | 1 | 0.14% | 0.19% | 0.22% | Q3 2019 | Q2 2021 | 5 |
VisionPoint Advisory Group, LLC | 3 | 2 | 0.00% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 5 |
Next Capital Management LLC | 4 | 1 | 0.10% | 0.11% | 0.12% | Q4 2018 | Q1 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.01% | 0.08% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Nine Chapters Capital Management LLC | 5 | 5 | 0.10% | 0.41% | 0.74% | Q3 2014 | Q3 2015 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 0.19% | 0.21% | 0.22% | Q3 2020 | Q3 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.04% | 0.19% | Q3 2020 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q2 2015 | 5 |
Artemis Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
MIROVA | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2020 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Candlestick Capital Management LP | 5 | 5 | 1.36% | 1.87% | 2.84% | Q3 2022 | Q3 2023 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2020 | 5 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.07% | 0.25% | Q4 2015 | Q2 2018 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Cutler Group LLC / CA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
XTX Topco Ltd | 2 | 1 | 0.09% | 0.17% | 0.32% | Q2 2021 | Q1 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 5 |
Fiera Capital Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
WESPAC Advisors, LLC | 4 | 1 | 1.60% | 2.56% | 4.30% | Q1 2018 | Q1 2020 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.03% | 0.11% | 0.23% | Q3 2018 | Q2 2022 | 5 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.05% | 0.10% | 0.15% | Q3 2013 | Q3 2014 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
NEVILLE RODIE & SHAW INC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ALPHASIMPLEX GROUP, LLC | 5 | 5 | 0.15% | 0.26% | 0.61% | Q4 2020 | Q4 2021 | 5 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2017 | 5 |
Copper Rock Capital Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2022 | 5 |
Graham Capital Management, L.P. | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.05% | 0.16% | Q4 2015 | Q4 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q3 2023 | 5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 5 |
Zurich Insurance Group Ltd/FI | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q2 2022 | 5 |
PROFFITT & GOODSON INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.06% | 0.09% | Q4 2016 | Q4 2017 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
ICON ADVISERS INC/CO | 4 | 1 | 0.02% | 0.09% | 0.13% | Q2 2013 | Q1 2015 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Invictus RG | 3 | 1 | 0.01% | 0.17% | 0.39% | Q1 2016 | Q3 2020 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.11% | 0.20% | 0.32% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.20% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 3 | 1 | 0.03% | 0.08% | 0.23% | Q4 2016 | Q2 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Seaport Global Advisors, LLC | 4 | 4 | 0.21% | 0.47% | 0.68% | Q4 2021 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
IFC Holdings Incorporated/FL | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
TCTC Holdings, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.24% | 0.33% | 0.44% | Q1 2016 | Q4 2016 | 4 |
Avestar Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Cannell Capital | 4 | 4 | 0.18% | 0.21% | 0.26% | Q1 2017 | Q4 2017 | 4 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.08% | 0.09% | Q4 2016 | Q3 2017 | 4 |
Varma Mutual Pension Insurance Co | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q4 2022 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Schooner Investment Group, LLC. | 4 | 4 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q3 2015 | 4 |
Eldridge Investment Advisors, Inc. | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.35% | 0.38% | 0.41% | Q4 2018 | Q3 2019 | 4 |
Coatue Management | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2019 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.14% | 0.22% | Q2 2019 | Q1 2021 | 4 |
Legacy Trust | 4 | 4 | 0.78% | 0.81% | 0.84% | Q4 2022 | Q3 2023 | 4 |
CULLINAN ASSOCIATES INC | 2 | 1 | 0.03% | 0.19% | 0.24% | Q1 2014 | Q4 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q4 2019 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2018 | 4 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.00% | 0.06% | 0.09% | Q2 2016 | Q3 2018 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
FARR MILLER & WASHINGTON LLC/DC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.51% | 1.71% | Q1 2020 | Q3 2022 | 4 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2016 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.42% | 0.86% | 1.39% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 4 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.44% | 0.48% | 0.53% | Q3 2020 | Q3 2021 | 4 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 4 |
Parkwood LLC | 4 | 4 | 0.08% | 0.08% | 0.10% | Q3 2014 | Q2 2015 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q4 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Price Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Sculati Wealth Management, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2022 | 4 |
American Investment Services, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WHEATLAND ADVISORS INC | 3 | 1 | 0.15% | 0.21% | 0.32% | Q4 2017 | Q4 2019 | 4 |
Bridgecreek Investment Management, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q1 2020 | Q2 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FNY Managed Accounts LLC | 3 | 1 | 0.06% | 0.10% | 0.18% | Q3 2015 | Q3 2016 | 4 |
Meritage Group LP | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q2 2023 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ASPIRIANT, LLC | 3 | 1 | 0.06% | 0.09% | 0.14% | Q1 2018 | Q2 2021 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.35% | 0.46% | 0.58% | Q2 2013 | Q1 2014 | 4 |
Realm Partners LLC | 2 | 2 | 2.25% | 3.82% | 6.51% | Q1 2014 | Q2 2015 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.64% | 0.75% | 0.89% | Q4 2022 | Q3 2023 | 4 |
MQS Management LLC | 2 | 1 | 0.26% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.16% | 0.28% | Q4 2014 | Q3 2016 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.32% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Kennon-Green & Company, LLC | 4 | 4 | 0.21% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.17% | 0.18% | 0.18% | Q3 2018 | Q1 2019 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Symmetry Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q4 2013 | 3 |
NatWest Group plc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kames Capital Management Ltd | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 3 |
WISCONSIN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q2 2014 | Q4 2014 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 3 | 3 | 0.26% | 0.69% | 0.91% | Q4 2022 | Q2 2023 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.31% | 0.57% | 0.80% | Q4 2019 | Q2 2020 | 3 |
2Xideas AG | 3 | 3 | 0.86% | 0.88% | 0.90% | Q4 2020 | Q2 2021 | 3 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.11% | 0.20% | Q1 2018 | Q1 2021 | 3 |
Bluesphere Advisors, LLC | 1 | 1 | 0.17% | 0.19% | 0.23% | Q4 2020 | Q4 2021 | 3 |
BARINGS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CI Global Investments Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 0.18% | 0.38% | 0.60% | Q4 2016 | Q2 2017 | 3 |
Professional Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q2 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
West Coast Financial LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2016 | Q1 2017 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.06% | 0.08% | 0.12% | Q2 2014 | Q2 2017 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BOSTON ADVISORS LLC | 2 | 1 | 0.02% | 0.18% | 0.42% | Q3 2014 | Q1 2018 | 3 |
Homrich & Berg | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q2 2015 | Q4 2015 | 3 |
Confluence Wealth Services, Inc. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 3 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 1 | 0.12% | 0.54% | 0.78% | Q2 2021 | Q1 2023 | 3 |
Integrity Advisory, LLC | 2 | 1 | 0.19% | 0.20% | 0.20% | Q1 2022 | Q4 2022 | 3 |
Sound Financial Strategies Group, LLC | 2 | 1 | 0.26% | 0.30% | 0.35% | Q4 2020 | Q3 2023 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.45% | 0.50% | 0.53% | Q4 2017 | Q2 2018 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
6 Meridian | 3 | 3 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q4 2020 | 3 |
TWIN CAPITAL MANAGEMENT INC | 2 | 1 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.22% | 0.23% | 0.25% | Q1 2023 | Q3 2023 | 3 |
AM Squared Ltd | 3 | 3 | 0.15% | 0.20% | 0.27% | Q4 2022 | Q2 2023 | 3 |
Simmons Bank | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2018 | 3 |
Alpha Omega Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Foundry Partners, LLC | 3 | 3 | 0.51% | 0.66% | 0.89% | Q1 2014 | Q3 2014 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.08% | 0.62% | 1.42% | Q3 2018 | Q2 2019 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.10% | 0.22% | 0.36% | Q4 2013 | Q2 2014 | 3 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2017 | 3 |
Airain ltd | 1 | 1 | 0.02% | 0.07% | 0.11% | Q3 2013 | Q2 2017 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.28% | 0.39% | 0.58% | Q2 2019 | Q4 2019 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.06% | 0.16% | 0.25% | Q2 2014 | Q1 2015 | 3 |
FDO Partners, LLC | 1 | 1 | 0.31% | 0.41% | 0.58% | Q4 2015 | Q1 2017 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
GLG LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
DEERE & CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
FCF Advisors LLC | 3 | 3 | 1.02% | 1.07% | 1.10% | Q1 2020 | Q3 2020 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
OptiFour Integrated Wealth Management, LLC | 1 | 1 | 0.17% | 0.18% | 0.18% | Q1 2018 | Q1 2019 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.08% | 0.23% | 0.51% | Q4 2013 | Q1 2017 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Power Corp of Canada | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.48% | 0.60% | 0.79% | Q3 2021 | Q3 2023 | 3 |
TradeLink Global Equity LLC | 2 | 1 | 0.06% | 0.12% | 0.16% | Q3 2013 | Q2 2014 | 3 |
INVERNESS COUNSEL LLC /NY/ | 3 | 3 | 0.02% | 0.21% | 0.56% | Q3 2018 | Q1 2019 | 3 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q4 2022 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q1 2019 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.52% | 1.04% | Q2 2020 | Q4 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 2 |
Karani Asset Management LLC | 2 | 2 | 0.11% | 0.30% | 0.48% | Q2 2020 | Q3 2020 | 2 |
Privium Fund Management B.V. | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q1 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2017 | 2 |
JSF Financial, LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q2 2022 | Q3 2022 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
WP Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Veracity Capital LLC | 2 | 2 | 0.32% | 0.40% | 0.48% | Q1 2020 | Q2 2020 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.21% | 0.52% | 0.84% | Q1 2023 | Q3 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q1 2020 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Kepos Capital LP | 2 | 2 | 0.08% | 0.14% | 0.21% | Q1 2018 | Q2 2018 | 2 |
Latitude Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q3 2021 | Q1 2022 | 2 |
Palumbo Wealth Management LLC | 2 | 2 | 0.23% | 0.36% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.24% | 0.26% | 0.29% | Q4 2020 | Q1 2021 | 2 |
HAP Trading, LLC | 2 | 2 | 0.26% | 0.38% | 0.50% | Q1 2014 | Q2 2014 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.56% | 0.71% | 0.85% | Q4 2021 | Q1 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
ARMSTRONG ADVISORY GROUP, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Northside Capital Management, LLC | 2 | 2 | 0.31% | 0.34% | 0.36% | Q4 2017 | Q1 2018 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 1.15% | 1.15% | 1.16% | Q4 2014 | Q1 2015 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2013 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 2 |
BANK OF HAWAII | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Indices-Pac Research Corp. | 1 | 1 | 0.16% | 0.29% | 0.41% | Q2 2013 | Q4 2013 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.37% | 0.38% | 0.39% | Q4 2015 | Q1 2016 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Handelsbanken Fonder AB | 1 | 1 | 0.28% | 0.31% | 0.33% | Q4 2015 | Q3 2016 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.28% | 0.32% | 0.36% | Q1 2015 | Q2 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Deane Retirement Strategies, Inc. | 2 | 2 | 1.20% | 1.25% | 1.29% | Q3 2015 | Q4 2015 | 2 |
West Oak Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2016 | Q4 2016 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2015 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.10% | 0.17% | Q2 2013 | Q3 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Leucadia National | 1 | 1 | 0.06% | 0.06% | 0.07% | Q1 2016 | Q4 2022 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Exane Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.24% | 0.46% | Q4 2019 | Q1 2021 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 0.89% | 0.89% | 0.89% | Q1 2017 | Q2 2017 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2018 | Q2 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2020 | Q4 2020 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q2 2022 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.25% | 0.33% | 0.42% | Q3 2022 | Q4 2022 | 2 |
MOGY JOEL R INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.38% | 0.43% | 0.49% | Q1 2020 | Q2 2021 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Whitnell & Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gerstein Fisher | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q2 2019 | 1 |
STAMINA CAPITAL MANAGEMENT LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2014 | Q4 2014 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2015 | Q2 2015 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Man Investments Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BFSG, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Marathon Partners Equity Management, LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2022 | Q3 2022 | 1 |
Strategic Wealth Investment Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DUMAC, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2021 | Q3 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Progeny 3, Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XML Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Archipel Asset Management AB | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2014 | Q3 2014 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MILES CAPITAL, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Nair Vinay | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2014 | Q4 2014 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Veritas Investment Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q4 2020 | Q4 2020 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
MONOGRAPH WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SBB Research Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NFJ INVESTMENT GROUP, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HIGH POINT BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2021 | Q1 2021 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2014 | Q1 2014 | 1 |
SRB CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2022 | Q4 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
First Farmers & Merchants Bank / Trust | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2016 | Q3 2016 | 1 |
Artha Asset Management LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2023 | Q1 2023 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
CHOREO, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANA Advisors LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2019 | Q2 2019 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2022 | Q3 2022 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2018 | Q3 2018 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2020 | Q4 2020 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own BROWN FORMAN CORP or have owned BROWN FORMAN CORP in the past.