Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 107 |
Citadel Advisors | 30 | 11 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 89 |
Walleye Trading LLC | 14 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 64 |
JANE STREET GROUP, LLC | 24 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 48 |
BARCLAYS PLC | 41 | 41 | 0.00% | 0.02% | 0.18% | Q3 2013 | Q3 2023 | 47 |
PEAK6 Investments LLC | 12 | 8 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 46 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 44 |
D. E. Shaw & Co., Inc. | 39 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 38 | 38 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 41 | 41 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
VANGUARD GROUP INC | 41 | 41 | 0.00% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Capital World Investors | 41 | 41 | 0.01% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.05% | 0.13% | Q3 2013 | Q3 2023 | 41 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
BlackRock Inc. | 41 | 41 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
WESTPAC BANKING CORP | 41 | 41 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 40 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ALLIANCEBERNSTEIN L.P. | 41 | 41 | 0.00% | 0.18% | 0.41% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 41 | 41 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
GEODE CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 41 | 41 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
PRINCIPAL FINANCIAL GROUP INC | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 41 | 41 | 0.01% | 0.36% | 0.53% | Q3 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.09% | 0.30% | Q3 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 41 |
ClearBridge Investments | 41 | 41 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 41 | 41 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q3 2023 | 41 |
STATE STREET CORP | 41 | 41 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 41 | 41 | 0.00% | 0.13% | 0.25% | Q3 2013 | Q3 2023 | 41 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
VOYA INVESTMENT MANAGEMENT LLC | 40 | 40 | 0.00% | 0.15% | 0.70% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.08% | 0.16% | Q4 2013 | Q3 2023 | 40 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 15 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 40 | 40 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Makaira Partners LLC | 40 | 40 | 8.77% | 13.38% | 17.98% | Q4 2013 | Q3 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
RHUMBLINE ADVISERS | 40 | 40 | 0.00% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 39 | 39 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 36 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
First Horizon Advisors, Inc. | 36 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
PANAGORA ASSET MANAGEMENT INC | 38 | 1 | 0.00% | 0.12% | 0.63% | Q4 2013 | Q3 2023 | 39 |
FENIMORE ASSET MANAGEMENT INC | 39 | 39 | 2.26% | 5.08% | 6.72% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL FINANCIAL INC | 39 | 39 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q3 2023 | 39 |
STATE OF WISCONSIN INVESTMENT BOARD | 23 | 16 | 0.00% | 0.06% | 0.20% | Q3 2013 | Q3 2023 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Swiss National Bank | 38 | 38 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 38 |
Allianz Asset Management GmbH | 38 | 38 | 0.01% | 0.07% | 0.12% | Q2 2014 | Q3 2023 | 38 |
Gotham Asset Management, LLC | 23 | 6 | 0.01% | 0.12% | 0.40% | Q4 2013 | Q3 2023 | 38 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 38 | 38 | 0.00% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 38 |
AMALGAMATED BANK | 38 | 38 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q3 2023 | 38 |
ADVISORY RESEARCH INC | 38 | 38 | 0.06% | 0.37% | 1.53% | Q2 2014 | Q3 2023 | 38 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.02% | 1.65% | 3.01% | Q2 2014 | Q3 2023 | 38 |
Utah Retirement Systems | 38 | 38 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q3 2023 | 38 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 38 | 38 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 38 |
REGIONS FINANCIAL CORP | 38 | 38 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 38 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 3 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 38 |
Yorktown Management & Research Co Inc | 38 | 38 | 0.05% | 0.19% | 0.50% | Q2 2014 | Q3 2023 | 38 |
AQR Capital Management | 37 | 1 | 0.00% | 0.12% | 0.37% | Q1 2014 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 38 | 38 | 0.00% | 0.18% | 0.82% | Q2 2014 | Q3 2023 | 38 |
UBS ASSET MANAGEMENT AMERICAS INC | 38 | 38 | 0.00% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 38 |
Smithfield Trust Co | 38 | 38 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Dana Investment Advisors, Inc. | 38 | 38 | 0.03% | 1.38% | 1.97% | Q2 2014 | Q3 2023 | 38 |
BLAIR WILLIAM & CO/IL | 35 | 2 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 37 |
ATWOOD & PALMER INC | 37 | 37 | 0.01% | 3.33% | 5.48% | Q3 2014 | Q3 2023 | 37 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 1 | 0.01% | 0.12% | 0.23% | Q1 2014 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 30 | 2 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.06% | 0.18% | Q3 2014 | Q3 2023 | 37 |
HOWE & RUSLING INC | 37 | 37 | 0.00% | 0.08% | 1.07% | Q3 2013 | Q3 2022 | 37 |
US BANCORP \DE\ | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 12 | 2 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
NICHOLAS COMPANY, INC. | 37 | 37 | 0.00% | 0.30% | 0.42% | Q3 2014 | Q3 2023 | 37 |
BANK OF MONTREAL /CAN/ | 33 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
Advisors Asset Management, Inc. | 36 | 36 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 36 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 32 | 4 | 0.00% | 0.04% | 0.15% | Q3 2014 | Q3 2023 | 36 |
CENTRAL TRUST Co | 36 | 36 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 36 |
TRUIST FINANCIAL CORP | 36 | 36 | 0.01% | 0.11% | 0.25% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 36 |
NORDEA INVESTMENT MANAGEMENT AB | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 2 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 36 |
GLENMEDE TRUST CO NA | 34 | 2 | 0.00% | 0.29% | 0.54% | Q3 2014 | Q3 2023 | 36 |
DIMENSIONAL FUND ADVISORS LP | 36 | 36 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
Evercore Wealth Management, LLC | 36 | 36 | 0.00% | 0.70% | 2.09% | Q4 2014 | Q3 2023 | 36 |
GLOBEFLEX CAPITAL L P | 36 | 36 | 0.00% | 0.27% | 0.72% | Q1 2014 | Q4 2022 | 36 |
HSBC HOLDINGS PLC | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
FDx Advisors, Inc. | 34 | 1 | 0.02% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 35 |
Tributary Capital Management, LLC | 35 | 35 | 0.03% | 0.22% | 0.66% | Q1 2015 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 35 | 35 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 20 | 1 | 0.00% | 0.07% | 0.39% | Q2 2014 | Q2 2023 | 35 |
FIRST NATIONAL BANK OF OMAHA | 35 | 35 | 0.22% | 0.35% | 0.51% | Q1 2015 | Q3 2023 | 35 |
NORGES BANK | 35 | 35 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q4 2022 | 35 |
JANUS HENDERSON GROUP PLC | 35 | 35 | 0.03% | 0.12% | 0.45% | Q1 2015 | Q3 2023 | 35 |
NATIXIS ADVISORS, L.P. | 35 | 35 | 0.01% | 0.10% | 0.16% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 33 | 2 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 24 | 2 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 34 |
Janney Montgomery Scott LLC | 29 | 5 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 34 |
AMERICAN CENTURY COMPANIES INC | 31 | 3 | 0.02% | 0.12% | 0.30% | Q3 2013 | Q3 2023 | 34 |
North Star Investment Management Corp. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 32 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 32 | 2 | 0.01% | 0.05% | 0.19% | Q4 2014 | Q3 2023 | 34 |
BAHL & GAYNOR INC | 34 | 34 | 0.01% | 0.51% | 1.01% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES TRUST N.A. | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 34 |
Baird Financial Group, Inc. | 33 | 33 | 0.18% | 0.29% | 0.43% | Q3 2015 | Q3 2023 | 33 |
BESSEMER GROUP INC | 22 | 11 | 0.00% | 0.34% | 0.72% | Q4 2014 | Q3 2023 | 33 |
RICE HALL JAMES & ASSOCIATES, LLC | 33 | 33 | 0.03% | 0.08% | 0.17% | Q3 2015 | Q3 2023 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 3 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2022 | 33 |
SVB WEALTH LLC | 33 | 33 | 0.03% | 0.17% | 0.44% | Q3 2015 | Q3 2023 | 33 |
Creative Planning | 22 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 33 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 30 | 3 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
CIBC Asset Management Inc | 33 | 33 | 0.00% | 0.01% | 0.12% | Q3 2015 | Q3 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 33 | 33 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 26 | 3 | 0.01% | 0.03% | 0.19% | Q2 2014 | Q3 2023 | 33 |
ZACKS INVESTMENT MANAGEMENT | 20 | 2 | 0.00% | 0.10% | 0.22% | Q4 2014 | Q3 2023 | 33 |
MEEDER ASSET MANAGEMENT INC | 26 | 2 | 0.00% | 0.12% | 0.55% | Q2 2014 | Q2 2023 | 33 |
AXA S.A. | 26 | 7 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 33 |
Asset Management One Co., Ltd. | 32 | 32 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Sumitomo Mitsui Trust Holdings, Inc. | 32 | 32 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Daiwa Securities Group Inc. | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Mitsubishi UFJ Asset Management Co., Ltd. | 32 | 32 | 0.02% | 0.08% | 0.54% | Q4 2015 | Q3 2023 | 32 |
LPL Financial LLC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 32 |
Livforsakringsbolaget Skandia, Omsesidigt | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 32 | 32 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 32 | 32 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
VALLEY WEALTH MANAGERS, INC. | 21 | 11 | 0.02% | 1.45% | 2.49% | Q2 2015 | Q3 2023 | 32 |
SHELL ASSET MANAGEMENT CO | 32 | 32 | 0.01% | 0.07% | 0.19% | Q4 2015 | Q3 2023 | 32 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 32 | 32 | 0.02% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 32 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2022 | 32 |
KBC Group NV | 32 | 32 | 0.00% | 0.10% | 0.43% | Q4 2015 | Q3 2023 | 32 |
ARGENT CAPITAL MANAGEMENT LLC | 32 | 32 | 0.01% | 0.58% | 3.11% | Q4 2015 | Q3 2023 | 32 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 32 | 32 | 0.04% | 0.07% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Mitsubishi UFJ Trust & Banking Corp | 32 | 32 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Gulf International Bank (UK) Ltd | 32 | 32 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 32 |
Three Peaks Capital Management, LLC | 32 | 32 | 0.69% | 1.69% | 2.47% | Q4 2013 | Q3 2021 | 32 |
BNP Paribas Asset Management Holding S.A. | 32 | 32 | 0.00% | 0.10% | 0.32% | Q4 2015 | Q3 2023 | 32 |
JENNISON ASSOCIATES LLC | 24 | 2 | 0.00% | 0.07% | 0.16% | Q1 2015 | Q3 2023 | 32 |
DUPONT CAPITAL MANAGEMENT CORP | 22 | 2 | 0.00% | 0.05% | 0.13% | Q4 2014 | Q2 2023 | 32 |
Korea Investment CORP | 19 | 12 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Bowling Portfolio Management LLC | 25 | 6 | 0.04% | 0.62% | 0.95% | Q4 2014 | Q3 2022 | 31 |
COMERICA BANK | 29 | 2 | 0.00% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 31 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 31 | 31 | 0.37% | 1.28% | 2.44% | Q1 2015 | Q3 2022 | 31 |
APG Asset Management N.V. | 31 | 31 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q3 2023 | 31 |
Pacer Advisors, Inc. | 22 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q3 2023 | 31 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Renaissance Technologies | 17 | 3 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q4 2022 | 30 |
Andra AP-fonden | 12 | 6 | 0.03% | 0.16% | 0.28% | Q4 2015 | Q3 2023 | 30 |
Skandinaviska Enskilda Banken AB (publ) | 29 | 1 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q3 2023 | 30 |
LAZARD ASSET MANAGEMENT LLC | 22 | 8 | 0.00% | 0.09% | 0.38% | Q1 2015 | Q3 2023 | 30 |
Jasper Ridge Partners, L.P. | 30 | 30 | 0.06% | 0.13% | 0.20% | Q2 2016 | Q3 2023 | 30 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.26% | 0.79% | 1.68% | Q4 2013 | Q4 2020 | 30 |
Boston Partners | 28 | 2 | 0.02% | 0.07% | 0.23% | Q3 2013 | Q3 2023 | 30 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 30 | 30 | 0.65% | 3.38% | 4.30% | Q2 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 30 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2023 | 30 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 30 |
SG Americas Securities, LLC | 18 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 23 | 7 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 30 |
MASTRAPASQUA ASSET MANAGEMENT INC | 30 | 30 | 0.16% | 0.34% | 0.46% | Q2 2016 | Q3 2023 | 30 |
USS Investment Management Ltd | 16 | 14 | 0.02% | 0.62% | 2.28% | Q3 2015 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.14% | 0.54% | 1.47% | Q1 2016 | Q2 2023 | 29 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2019 | 29 |
STRS OHIO | 26 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
Zuckerman Investment Group, LLC | 29 | 29 | 0.66% | 1.34% | 1.92% | Q3 2016 | Q3 2023 | 29 |
CABOT WEALTH MANAGEMENT INC | 29 | 29 | 0.69% | 1.78% | 2.27% | Q3 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q3 2023 | 29 |
Westover Capital Advisors, LLC | 29 | 29 | 0.13% | 0.40% | 0.65% | Q3 2016 | Q3 2023 | 29 |
Parkside Financial Bank & Trust | 16 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
Robeco Institutional Asset Management B.V. | 28 | 28 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 28 |
DnB Asset Management AS | 28 | 28 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q4 2023 | 28 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 13 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 28 |
LFL Advisers, LLC | 28 | 28 | 18.95% | 28.27% | 39.53% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
CHARTWELL INVESTMENT PARTNERS, LLC | 25 | 1 | 0.03% | 0.13% | 0.48% | Q4 2014 | Q3 2023 | 28 |
National Pension Service | 28 | 28 | 0.00% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ProShare Advisors LLC | 27 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 28 |
CITY HOLDING CO | 16 | 12 | 0.00% | 0.14% | 0.33% | Q2 2016 | Q3 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 26 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.05% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 27 |
PineBridge Investments, L.P. | 19 | 1 | 0.00% | 0.09% | 0.63% | Q1 2014 | Q2 2023 | 27 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 21 | 6 | 0.00% | 0.05% | 0.10% | Q3 2014 | Q1 2023 | 27 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
COURIER CAPITAL LLC | 13 | 6 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2022 | 27 |
FINANCIAL COUNSELORS INC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
COMMERCE BANK | 27 | 27 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
FineMark National Bank & Trust | 26 | 1 | 0.00% | 0.42% | 0.60% | Q3 2015 | Q3 2023 | 27 |
TWO SIGMA ADVISERS, LP | 23 | 4 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q4 2020 | 27 |
Atria Investments, Inc | 24 | 3 | 0.02% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 27 |
GSA CAPITAL PARTNERS LLP | 17 | 1 | 0.02% | 0.07% | 0.35% | Q4 2013 | Q2 2023 | 27 |
IBM Retirement Fund | 13 | 3 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q1 2022 | 27 |
Achmea Investment Management B.V. | 27 | 27 | 0.01% | 0.25% | 0.59% | Q1 2017 | Q3 2023 | 27 |
BOKF, NA | 18 | 9 | 0.01% | 0.13% | 0.19% | Q4 2016 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2020 | 26 |
AMP Capital Investors Ltd | 24 | 2 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2021 | 26 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 3 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.09% | 0.19% | Q3 2016 | Q3 2023 | 26 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 26 |
Veritable, L.P. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2023 | 26 |
AEGON ASSET MANAGEMENT UK PLC | 23 | 3 | 0.02% | 0.23% | 0.42% | Q4 2015 | Q3 2022 | 26 |
State of Alaska, Department of Revenue | 26 | 26 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
BAMCO INC /NY/ | 26 | 26 | 0.11% | 0.19% | 0.27% | Q2 2017 | Q3 2023 | 26 |
QS Investors, LLC | 23 | 3 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2021 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 25 |
Pensionfund Sabic | 22 | 3 | 0.41% | 0.50% | 0.57% | Q2 2017 | Q4 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
OAK RIDGE INVESTMENTS LLC | 25 | 25 | 0.07% | 0.14% | 0.24% | Q3 2017 | Q3 2023 | 25 |
PEAK6 Group LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2018 | 25 |
AVIVA PLC | 25 | 25 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Camelot Portfolios, LLC | 22 | 3 | 0.14% | 0.23% | 0.47% | Q1 2017 | Q2 2023 | 25 |
RENAISSANCE GROUP LLC | 25 | 25 | 0.08% | 1.21% | 1.49% | Q3 2017 | Q3 2023 | 25 |
Proficio Capital Partners LLC | 13 | 1 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 25 |
1832 Asset Management L.P. | 25 | 25 | 0.12% | 0.28% | 0.40% | Q3 2017 | Q3 2023 | 25 |
MACQUARIE GROUP LTD | 25 | 25 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 25 |
AllSquare Wealth Management LLC | 24 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q1 2022 | 25 |
Arizona State Retirement System | 25 | 25 | 0.02% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 25 |
EAGLE ASSET MANAGEMENT INC | 25 | 25 | 0.01% | 0.06% | 0.15% | Q3 2014 | Q3 2020 | 25 |
BROWN BROTHERS HARRIMAN & CO | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
ETF MANAGERS GROUP, LLC | 24 | 24 | 0.00% | 0.03% | 0.20% | Q2 2017 | Q1 2023 | 24 |
Kendall Capital Management | 24 | 24 | 0.64% | 1.84% | 2.66% | Q4 2017 | Q3 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cerity Partners LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 24 | 24 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.03% | 0.17% | Q2 2015 | Q2 2022 | 24 |
Candriam S.C.A. | 22 | 2 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 24 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 1 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 24 |
Manchester Capital Management LLC | 24 | 24 | 0.06% | 0.10% | 0.13% | Q4 2017 | Q3 2023 | 24 |
PUTNAM INVESTMENTS LLC | 10 | 1 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 24 |
WESBANCO BANK INC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2020 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.05% | 0.29% | Q4 2013 | Q1 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
EATON VANCE MANAGEMENT | 24 | 24 | 0.10% | 0.16% | 0.27% | Q4 2016 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
ETRADE Capital Management LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2020 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Carnegie Capital Asset Management, LLC | 24 | 24 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Engineers Gate Manager LP | 10 | 1 | 0.01% | 0.12% | 0.43% | Q4 2014 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q1 2019 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 23 |
Abacus Planning Group, Inc. | 23 | 23 | 0.14% | 0.21% | 0.58% | Q1 2018 | Q3 2023 | 23 |
FIL Ltd | 23 | 23 | 0.02% | 0.05% | 0.15% | Q1 2018 | Q3 2023 | 23 |
One Wealth Advisors, LLC | 14 | 9 | 0.02% | 0.22% | 0.34% | Q4 2017 | Q3 2023 | 23 |
Versant Capital Management, Inc | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 23 |
Empire Life Investments Inc. | 23 | 23 | 0.02% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 23 |
BARINGS LLC | 11 | 2 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2020 | 23 |
Merit Financial Group, LLC | 23 | 23 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Ameritas Investment Partners, Inc. | 17 | 6 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 23 |
COLONY GROUP LLC | 19 | 4 | 0.00% | 0.32% | 0.50% | Q4 2013 | Q3 2023 | 23 |
CWM, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
PICTET ASSET MANAGEMENT LTD | 23 | 23 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q2 2021 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.10% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Vident Investment Advisory, LLC | 16 | 3 | 0.01% | 0.05% | 0.22% | Q1 2017 | Q2 2023 | 23 |
Aperio Group, LLC | 23 | 23 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2020 | 23 |
PGGM Investments | 18 | 5 | 0.08% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 23 |
Twin Tree Management, LP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 23 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 23 | 23 | 0.07% | 0.10% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
TEACHERS ADVISORS, LLC | 23 | 23 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 23 |
Voya Financial Advisors, Inc. | 23 | 23 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2023 | 23 |
Meiji Yasuda Life Insurance Co | 12 | 11 | 0.01% | 0.10% | 0.23% | Q1 2017 | Q3 2023 | 23 |
Sandhill Capital Partners LLC | 22 | 22 | 1.86% | 4.51% | 6.20% | Q3 2013 | Q4 2018 | 22 |
ALPS ADVISORS INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 22 |
Nuveen Asset Management, LLC | 21 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 22 |
ROPES WEALTH ADVISORS LLC | 21 | 1 | 0.01% | 0.07% | 0.14% | Q4 2015 | Q3 2023 | 22 |
CIBC WORLD MARKETS CORP | 22 | 22 | 0.01% | 0.06% | 0.27% | Q2 2018 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.07% | 0.17% | 0.29% | Q2 2018 | Q3 2023 | 22 |
FIRST QUADRANT LLC/CA | 16 | 2 | 0.00% | 0.19% | 0.55% | Q4 2014 | Q4 2020 | 22 |
PROFUND ADVISORS LLC | 18 | 1 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 22 |
Decatur Capital Management, Inc. | 19 | 3 | 0.24% | 1.09% | 1.47% | Q1 2014 | Q3 2023 | 22 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 18 | 4 | 0.27% | 2.36% | 4.74% | Q3 2013 | Q4 2021 | 22 |
NATIXIS | 14 | 1 | 0.00% | 0.07% | 0.16% | Q3 2017 | Q3 2023 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 1 | 0.01% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 4 | 0.00% | 0.08% | 0.41% | Q3 2014 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 19 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 22 |
GMT CAPITAL CORP | 22 | 22 | 0.12% | 1.19% | 1.95% | Q4 2014 | Q1 2020 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cox Capital Mgt LLC | 22 | 22 | 0.84% | 1.71% | 2.65% | Q2 2018 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q3 2021 | 22 |
RMB Capital Management, LLC | 22 | 22 | 0.20% | 0.61% | 0.97% | Q2 2018 | Q3 2023 | 22 |
Brandywine Global Investment Management, LLC | 22 | 22 | 0.02% | 0.08% | 0.20% | Q1 2016 | Q2 2021 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Select Equity Group, L.P. | 22 | 22 | 0.50% | 3.58% | 5.00% | Q2 2018 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2019 | 22 |
MADISON INVESTMENT HOLDINGS INC | 22 | 22 | 0.46% | 1.22% | 1.82% | Q2 2014 | Q3 2019 | 22 |
CIBC Private Wealth Group, LLC | 19 | 3 | 0.00% | 0.12% | 0.37% | Q4 2017 | Q3 2023 | 22 |
FIRST MERCANTILE TRUST CO | 16 | 6 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q3 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q4 2015 | Q1 2021 | 22 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.04% | 0.25% | Q1 2015 | Q3 2023 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
FORVIS Wealth Advisors, LLC | 21 | 21 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2020 | 21 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 4 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 21 |
Cipher Capital LP | 9 | 1 | 0.04% | 0.22% | 0.56% | Q3 2014 | Q3 2023 | 21 |
Redwood Investments, LLC | 19 | 2 | 0.14% | 0.32% | 0.82% | Q1 2015 | Q3 2023 | 21 |
Penserra Capital Management LLC | 18 | 1 | 0.00% | 0.16% | 1.10% | Q4 2015 | Q3 2023 | 21 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 17 | 1 | 0.01% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
World Asset Management Inc | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2021 | 21 |
DENALI ADVISORS LLC | 9 | 5 | 0.01% | 0.10% | 0.34% | Q4 2014 | Q3 2023 | 21 |
Simplicity Solutions, LLC | 21 | 21 | 0.01% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 11 | 2 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q4 2022 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 21 | 21 | 0.19% | 0.74% | 1.25% | Q3 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.09% | 0.13% | 0.16% | Q3 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 21 |
Lido Advisors, LLC | 14 | 5 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 21 |
Legg Mason Asset Management (Japan) Co., Ltd. | 20 | 1 | 0.46% | 0.84% | 1.25% | Q3 2015 | Q4 2020 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.05% | 0.09% | 0.16% | Q4 2018 | Q4 2023 | 21 |
ING GROEP NV | 13 | 2 | 0.01% | 0.11% | 0.50% | Q3 2016 | Q3 2023 | 21 |
Polaris Wealth Advisory Group, LLC | 17 | 2 | 0.10% | 1.59% | 2.11% | Q1 2015 | Q1 2023 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.09% | 0.27% | Q4 2016 | Q3 2023 | 21 |
Wellington Shields Capital Management, LLC | 20 | 1 | 0.01% | 0.09% | 0.17% | Q1 2017 | Q1 2023 | 21 |
ClariVest Asset Management LLC | 14 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 21 |
Burgundy Asset Management Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Riverview Trust Co | 20 | 20 | 0.07% | 0.15% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Ativo Capital Management LLC | 20 | 20 | 0.30% | 0.63% | 1.05% | Q3 2017 | Q2 2022 | 20 |
Glenview Trust Co | 19 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 20 |
HARTFORD INVESTMENT MANAGEMENT CO | 17 | 3 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 20 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.19% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
GATEWAY INVESTMENT ADVISERS LLC | 20 | 20 | 0.11% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 20 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 20 | 20 | 0.01% | 0.06% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Origin Asset Management LLP | 20 | 20 | 0.40% | 1.23% | 1.79% | Q3 2015 | Q2 2020 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.08% | 0.17% | 0.33% | Q4 2018 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 17 | 3 | 0.01% | 0.09% | 0.21% | Q1 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 20 | 0.06% | 0.15% | 0.23% | Q4 2018 | Q3 2023 | 20 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 3 | 0.00% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Southeast Asset Advisors Inc. | 20 | 20 | 0.54% | 0.85% | 1.21% | Q4 2018 | Q3 2023 | 20 |
REGENTATLANTIC CAPITAL LLC | 8 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2022 | 20 |
HM PAYSON & CO | 20 | 20 | 0.71% | 1.41% | 2.10% | Q4 2018 | Q3 2023 | 20 |
Catalyst Capital Advisors LLC | 15 | 5 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q4 2021 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.12% | 0.25% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q3 2019 | 20 |
SHAKER INVESTMENTS LLC/OH | 19 | 1 | 0.40% | 0.76% | 1.20% | Q2 2015 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.07% | 0.42% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
BANK OF NOVA SCOTIA | 19 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 20 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 20 | 20 | 0.10% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 1 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2019 | 20 |
MetLife Investment Management, LLC | 17 | 3 | 0.00% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 20 |
JFS WEALTH ADVISORS, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.06% | 1.22% | 2.68% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.03% | 0.18% | Q3 2015 | Q3 2023 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 20 | 0.05% | 0.39% | 0.55% | Q2 2016 | Q1 2021 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 6 | 0.00% | 0.08% | 0.33% | Q2 2018 | Q3 2023 | 19 |
Harvest Fund Management Co., Ltd | 11 | 8 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 15 | 4 | 0.05% | 0.17% | 0.40% | Q1 2015 | Q4 2019 | 19 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.00% | 0.06% | Q1 2014 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
OPTIMUM INVESTMENT ADVISORS | 13 | 6 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q4 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.11% | Q4 2017 | Q2 2022 | 19 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.04% | 0.09% | 0.22% | Q3 2014 | Q1 2023 | 19 |
Impax Asset Management Group plc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.04% | 0.19% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Sunbelt Securities, Inc. | 18 | 1 | 0.01% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 19 |
OLD NATIONAL BANCORP /IN/ | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.00% | 0.44% | 0.71% | Q1 2019 | Q3 2023 | 19 |
PIEDMONT INVESTMENT ADVISORS INC | 12 | 7 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q1 2020 | 19 |
Mariner, LLC | 18 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MACKENZIE FINANCIAL CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.03% | 0.28% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Assenagon Asset Management S.A. | 10 | 2 | 0.00% | 0.04% | 0.13% | Q3 2018 | Q3 2023 | 18 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.01% | 0.18% | 0.88% | Q4 2014 | Q3 2023 | 18 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.16% | 0.57% | Q2 2014 | Q3 2023 | 18 |
Financial Architects, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2020 | 18 |
Mn Services Vermogensbeheer B.V. | 14 | 4 | 0.03% | 0.06% | 0.13% | Q1 2016 | Q1 2022 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Rafferty Asset Management, LLC | 16 | 1 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 18 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 18 |
BBVA USA Bancshares, Inc. | 12 | 6 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2021 | 18 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.13% | 0.46% | Q4 2015 | Q3 2023 | 18 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.13% | 0.32% | Q3 2015 | Q3 2023 | 18 |
FULLER & THALER ASSET MANAGEMENT, INC. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2018 | 18 |
Outlook Wealth Advisors, LLC | 18 | 18 | 0.18% | 0.28% | 0.40% | Q4 2018 | Q1 2023 | 18 |
FinTrust Capital Advisors, LLC | 13 | 5 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q2 2023 | 18 |
EP Wealth Advisors, LLC | 14 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 15 | 3 | 0.00% | 0.30% | 0.83% | Q2 2013 | Q4 2017 | 18 |
Point72 Hong Kong Ltd | 4 | 2 | 0.00% | 0.04% | 0.24% | Q3 2014 | Q2 2022 | 18 |
PRIVATE TRUST CO NA | 11 | 1 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 18 |
Bay Harbor Wealth Management, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 18 |
Assured Investment Management LLC | 12 | 2 | 0.00% | 0.13% | 0.79% | Q3 2013 | Q1 2019 | 18 |
HENNESSY ADVISORS INC | 11 | 7 | 0.14% | 0.60% | 1.29% | Q1 2015 | Q4 2020 | 18 |
Jacobi Capital Management LLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Horizon Investment Services, LLC | 12 | 6 | 0.94% | 2.34% | 3.10% | Q1 2015 | Q2 2020 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
EXANE DERIVATIVES | 17 | 17 | 0.00% | 0.01% | 0.20% | Q2 2018 | Q2 2022 | 17 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Douglass Winthrop Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
WHITTIER TRUST CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 17 |
Tradewinds Capital Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
LOGAN CAPITAL MANAGEMENT INC | 17 | 17 | 0.25% | 0.43% | 0.55% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.03% | 0.09% | 0.21% | Q1 2018 | Q1 2022 | 17 |
CHICAGO EQUITY PARTNERS LLC | 13 | 4 | 0.05% | 0.25% | 0.48% | Q1 2015 | Q1 2020 | 17 |
RBF Capital, LLC | 17 | 17 | 0.18% | 0.25% | 0.64% | Q3 2019 | Q3 2023 | 17 |
Louisiana State Employees Retirement System | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Strategic Investment Advisors / MI | 17 | 17 | 0.11% | 0.17% | 0.23% | Q1 2019 | Q1 2023 | 17 |
TEXAS PERMANENT SCHOOL FUND CORP | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
JACOBSON & SCHMITT ADVISORS, LLC | 17 | 17 | 2.83% | 4.49% | 5.47% | Q3 2019 | Q3 2023 | 17 |
DUNCKER STREETT & CO INC | 16 | 1 | 0.01% | 0.49% | 0.91% | Q2 2015 | Q3 2023 | 17 |
Norinchukin Bank, The | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
GOBI CAPITAL LLC | 17 | 17 | 2.84% | 7.92% | 12.20% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.02% | 0.50% | 0.85% | Q3 2019 | Q3 2023 | 17 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.01% | 0.05% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q2 2023 | 17 |
GAM Holding AG | 17 | 17 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q4 2019 | 17 |
Chevy Chase Trust Holdings, LLC | 17 | 17 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Nationwide Fund Advisors | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2017 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.10% | 0.71% | Q1 2014 | Q3 2022 | 17 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 17 |
Fiera Capital Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Kentucky Retirement Systems | 17 | 17 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Pensionfund DSM Netherlands | 14 | 3 | 0.05% | 0.41% | 0.50% | Q2 2017 | Q4 2021 | 17 |
Hillsdale Investment Management Inc. | 14 | 1 | 0.00% | 0.06% | 0.18% | Q4 2014 | Q2 2020 | 17 |
RiverPark Advisors, LLC | 17 | 17 | 0.27% | 0.70% | 1.40% | Q3 2019 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 6 | 2 | 0.01% | 0.11% | 0.30% | Q1 2015 | Q2 2020 | 17 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.20% | 0.92% | Q2 2014 | Q4 2022 | 17 |
NISA INVESTMENT ADVISORS, LLC | 16 | 1 | 0.00% | 0.01% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Sterling Capital Management LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
SECURIAN ASSET MANAGEMENT, INC | 17 | 17 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.11% | 0.39% | Q4 2018 | Q4 2022 | 17 |
Retirement Systems of Alabama | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 17 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Pendal Group Ltd | 15 | 1 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q4 2022 | 17 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 17 | 17 | 0.01% | 0.66% | 1.18% | Q1 2019 | Q1 2023 | 17 |
Wedgewood Partners | 17 | 17 | 1.84% | 4.51% | 6.39% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.05% | 0.18% | 0.55% | Q4 2018 | Q3 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 16 |
CONGRESS ASSET MANAGEMENT CO /MA | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
PROFESSIONAL ADVISORY SERVICES INC | 16 | 16 | 1.91% | 3.59% | 4.15% | Q4 2019 | Q3 2023 | 16 |
OmniStar Financial Group, Inc. | 16 | 16 | 0.32% | 0.62% | 1.21% | Q2 2019 | Q1 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Sowell Financial Services LLC | 8 | 1 | 0.00% | 0.09% | 0.15% | Q4 2016 | Q1 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 1 | 0.01% | 0.16% | 0.38% | Q4 2014 | Q3 2022 | 16 |
Raub Brock Capital Management LP | 16 | 16 | 3.90% | 4.43% | 5.23% | Q2 2019 | Q1 2023 | 16 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.15% | 0.35% | Q4 2014 | Q4 2022 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q4 2020 | 16 |
Versor Investments LP | 10 | 6 | 0.01% | 0.15% | 0.46% | Q1 2018 | Q2 2023 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.01% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 16 |
BP PLC | 15 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q2 2021 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 16 |
Petrus Trust Company, LTA | 7 | 1 | 0.03% | 0.16% | 1.06% | Q3 2013 | Q3 2023 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.02% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.04% | 0.12% | 0.44% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
PARK AVENUE SECURITIES LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Zebra Capital Management LLC | 16 | 16 | 0.19% | 0.39% | 0.52% | Q3 2015 | Q2 2019 | 16 |
Waverton Investment Management Ltd | 16 | 16 | 0.04% | 0.16% | 0.42% | Q3 2015 | Q2 2019 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.21% | 0.29% | 0.47% | Q4 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.74% | 0.94% | 1.40% | Q4 2019 | Q3 2023 | 16 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 1 | 0.00% | 0.12% | 0.32% | Q4 2015 | Q3 2022 | 16 |
Seascape Capital Management | 16 | 16 | 1.35% | 1.73% | 2.07% | Q4 2019 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Wealthfront Advisers LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Diversified Trust Co | 7 | 2 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q4 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.07% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.09% | 0.13% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 16 |
Financial Enhancement Group LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 16 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.12% | 0.28% | 0.37% | Q3 2013 | Q2 2017 | 16 |
Private Ocean, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Dai-ichi Life Insurance Company, Ltd | 12 | 4 | 0.00% | 0.04% | 0.18% | Q1 2019 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 16 | 16 | 0.39% | 0.56% | 0.70% | Q2 2019 | Q1 2023 | 16 |
Quantinno Capital Management LP | 8 | 3 | 0.05% | 0.21% | 0.46% | Q2 2019 | Q3 2023 | 15 |
Calamos Wealth Management LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2022 | 15 |
Mader & Shannon Wealth Management, Inc. | 15 | 15 | 0.50% | 4.15% | 6.09% | Q1 2020 | Q3 2023 | 15 |
FOSTER & MOTLEY INC | 15 | 15 | 0.03% | 0.21% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 14 | 1 | 0.00% | 0.66% | 0.88% | Q1 2020 | Q4 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 15 |
TELEMUS CAPITAL, LLC | 15 | 15 | 0.25% | 0.54% | 0.76% | Q1 2020 | Q3 2023 | 15 |
THORNBURG INVESTMENT MANAGEMENT INC | 15 | 15 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q4 2016 | 15 |
Tranquility Partners, LLC | 15 | 15 | 0.36% | 0.47% | 0.53% | Q1 2020 | Q3 2023 | 15 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 12 | 1 | 0.00% | 0.15% | 0.56% | Q3 2019 | Q3 2023 | 15 |
PRAGMA GESTAO DE PATRIMONIO LTD | 15 | 15 | 2.79% | 8.04% | 11.49% | Q1 2020 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.00% | 0.08% | 0.13% | Q4 2019 | Q2 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 15 |
Acropolis Investment Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MAI Capital Management | 13 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
MONTAG A & ASSOCIATES INC | 15 | 15 | 0.26% | 0.36% | 0.51% | Q1 2020 | Q3 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.07% | 0.09% | 0.12% | Q3 2016 | Q1 2020 | 15 |
SCOTIA CAPITAL INC. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 15 |
SMITH ASSET MANAGEMENT GROUP LP | 11 | 4 | 0.00% | 0.20% | 0.43% | Q1 2015 | Q2 2021 | 15 |
FIDUCIARY TRUST INTERNATIONAL LLC | 15 | 15 | 0.17% | 0.23% | 0.32% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q1 2017 | Q3 2023 | 15 |
HARRIS ASSOCIATES L P | 15 | 15 | 0.02% | 0.20% | 0.46% | Q3 2015 | Q1 2019 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MV CAPITAL MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
ADVISOR PARTNERS LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q2 2022 | 14 |
BlackRock Fund Advisors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
ALTA CAPITAL MANAGEMENT LLC/ | 6 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 14 |
Ballentine Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
GIRARD PARTNERS LTD. | 13 | 1 | 0.00% | 0.30% | 0.65% | Q3 2018 | Q3 2023 | 14 |
Sawyer & Company, Inc | 14 | 14 | 0.37% | 1.24% | 2.27% | Q2 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 3 | 0.00% | 0.03% | 0.27% | Q4 2019 | Q4 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.05% | 0.08% | Q2 2017 | Q3 2020 | 14 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.06% | 0.10% | 0.24% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Natixis Investment Managers International | 12 | 2 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 14 |
BRR OpCo, LLC | 14 | 14 | 0.11% | 0.18% | 0.23% | Q2 2019 | Q3 2022 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Mawer Investment Management Ltd. | 14 | 14 | 1.33% | 2.94% | 3.61% | Q2 2020 | Q3 2023 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q4 2016 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.05% | 0.40% | 1.79% | Q4 2015 | Q2 2023 | 14 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.10% | 0.25% | Q2 2019 | Q3 2023 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q4 2016 | 14 |
BlackRock Group LTD | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
FIRST MANHATTAN CO. LLC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Quantitative Investment Management, LLC | 4 | 1 | 0.04% | 0.13% | 0.37% | Q3 2015 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.09% | 0.15% | 0.19% | Q1 2017 | Q2 2020 | 14 |
Platform Technology Partners | 10 | 4 | 0.24% | 0.32% | 0.39% | Q1 2020 | Q3 2023 | 14 |
BAR HARBOR TRUST SERVICES | 9 | 5 | 0.00% | 0.23% | 0.42% | Q4 2017 | Q2 2022 | 14 |
WEDBUSH SECURITIES INC | 11 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Banco de Sabadell, S.A | 14 | 14 | 0.03% | 0.41% | 0.68% | Q4 2017 | Q1 2021 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.03% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Employees Retirement System of Texas | 14 | 14 | 0.02% | 0.11% | 0.21% | Q1 2019 | Q2 2022 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Sutton Wealth Advisors Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Fiduciary Trust Co International of Pennsylvania | 12 | 1 | 0.08% | 0.15% | 0.19% | Q2 2015 | Q1 2020 | 13 |
Beaumont Financial Partners, LLC | 10 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2022 | 13 |
NORRIS PERNE & FRENCH LLP/MI | 13 | 13 | 0.63% | 0.81% | 0.95% | Q3 2020 | Q3 2023 | 13 |
WINTON GROUP Ltd | 12 | 1 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q3 2021 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Ifrah Financial Services, Inc. | 12 | 1 | 0.07% | 0.08% | 0.08% | Q4 2019 | Q3 2023 | 13 |
Strategic Blueprint, LLC | 13 | 13 | 0.04% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 13 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.42% | 0.89% | 1.12% | Q2 2016 | Q2 2019 | 13 |
Fieldpoint Private Securities, LLC | 13 | 13 | 0.23% | 0.42% | 0.75% | Q2 2019 | Q2 2022 | 13 |
COMMUNITY TRUST & INVESTMENT CO | 13 | 13 | 0.93% | 1.31% | 1.69% | Q4 2014 | Q4 2017 | 13 |
Checchi Capital Advisers, LLC | 11 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Cable Hill Partners, LLC | 9 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 13 |
Railway Pension Investments Ltd | 13 | 13 | 0.08% | 0.11% | 0.15% | Q4 2018 | Q4 2021 | 13 |
FRED ALGER MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 13 |
NewSquare Capital LLC | 12 | 1 | 0.00% | 0.16% | 0.47% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Prospera Financial Services Inc | 13 | 13 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AHL Partners LLP | 12 | 1 | 0.01% | 0.09% | 0.29% | Q3 2014 | Q4 2017 | 13 |
DF DENT & CO INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Altshuler Shaham Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.05% | 0.08% | 0.12% | Q1 2019 | Q3 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2022 | 13 |
HighVista Strategies LLC | 11 | 2 | 0.11% | 0.24% | 0.44% | Q2 2016 | Q4 2019 | 13 |
Centric Wealth Management | 12 | 1 | 0.59% | 1.00% | 1.43% | Q2 2020 | Q3 2023 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.14% | 0.35% | 0.65% | Q3 2013 | Q3 2016 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Personal Capital Advisors Corp | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
CENTRAL BANK & TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.10% | 0.36% | Q2 2018 | Q3 2023 | 12 |
Richard Bernstein Advisors LLC | 12 | 12 | 0.13% | 0.21% | 0.27% | Q1 2016 | Q4 2018 | 12 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q4 2020 | 12 |
GUARDIAN CAPITAL LP | 12 | 12 | 0.02% | 0.21% | 0.36% | Q3 2019 | Q2 2022 | 12 |
Teza Capital Management LLC | 4 | 1 | 0.04% | 0.20% | 0.64% | Q1 2017 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2018 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.10% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 12 |
Providence Equity Partners L.L.C. | 12 | 12 | 33.17% | 81.15% | 98.38% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SECOR Capital Advisors, LP | 4 | 1 | 0.06% | 0.40% | 0.80% | Q1 2014 | Q4 2018 | 12 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.02% | 0.08% | Q2 2014 | Q1 2019 | 12 |
Manning & Napier Group, LLC | 12 | 12 | 0.02% | 0.31% | 0.86% | Q2 2020 | Q1 2023 | 12 |
Broad Run Investment Management | 12 | 12 | 1.18% | 3.47% | 5.24% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2019 | 12 |
South Dakota Investment Council | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SUNTRUST BANKS INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 12 |
CAPSTONE ASSET MANAGEMENT CO | 12 | 12 | 0.06% | 0.10% | 0.14% | Q3 2014 | Q2 2017 | 12 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 12 | 12 | 0.70% | 2.08% | 2.88% | Q1 2014 | Q4 2016 | 12 |
Avior Wealth Management, LLC | 10 | 2 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 12 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.26% | Q4 2019 | Q1 2022 | 12 |
Amica Retiree Medical Trust | 9 | 3 | 0.06% | 0.18% | 0.28% | Q4 2015 | Q2 2020 | 12 |
Unison Asset Management LLC | 12 | 12 | 4.33% | 5.03% | 5.63% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.00% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.04% | 0.06% | 0.13% | Q4 2020 | Q3 2023 | 12 |
GENERAL ELECTRIC CO | 12 | 12 | 0.03% | 0.08% | 0.17% | Q3 2013 | Q2 2016 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 12 |
BRASADA CAPITAL MANAGEMENT, LP | 12 | 12 | 0.50% | 1.13% | 1.44% | Q3 2020 | Q2 2023 | 12 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Global X Management CO LLC | 7 | 5 | 0.00% | 0.22% | 0.50% | Q2 2014 | Q2 2018 | 12 |
AMICA MUTUAL INSURANCE CO | 9 | 3 | 0.05% | 0.20% | 0.35% | Q4 2015 | Q2 2020 | 12 |
Johnson Financial Group, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
Burns Matteson Capital Management, LLC | 11 | 11 | 0.35% | 0.53% | 0.63% | Q4 2020 | Q2 2023 | 11 |
Norway Savings Bank | 11 | 11 | 0.18% | 0.27% | 0.35% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ICON ADVISERS INC/CO | 7 | 4 | 0.10% | 0.40% | 0.59% | Q1 2018 | Q3 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 2 | 0.01% | 0.14% | 0.21% | Q2 2018 | Q3 2023 | 11 |
Salvus Wealth Management, LLC | 11 | 11 | 0.20% | 0.48% | 0.66% | Q1 2021 | Q3 2023 | 11 |
ALLSTATE CORP | 9 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q4 2022 | 11 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 4 | 0.68% | 1.01% | 1.27% | Q1 2020 | Q4 2022 | 11 |
Patriot Financial Group Insurance Agency, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2021 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.21% | 0.37% | 0.46% | Q1 2021 | Q3 2023 | 11 |
PDT Partners, LLC | 6 | 1 | 0.01% | 0.17% | 0.39% | Q2 2014 | Q3 2022 | 11 |
OPSEU Pension Plan Trust Fund | 11 | 11 | 0.08% | 0.16% | 0.29% | Q1 2020 | Q3 2022 | 11 |
Biltmore Family Office, LLC | 4 | 1 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 11 |
Global Endowment Management, LP | 8 | 1 | 0.04% | 0.10% | 0.52% | Q3 2014 | Q2 2019 | 11 |
Cranbrook Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.07% | 0.21% | Q4 2013 | Q2 2019 | 11 |
Spark Investment Management LLC | 4 | 3 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q3 2017 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.51% | 0.70% | 0.89% | Q1 2021 | Q3 2023 | 11 |
GREAT LAKES ADVISORS, LLC | 10 | 1 | 0.04% | 0.19% | 0.34% | Q1 2017 | Q3 2023 | 11 |
VALLEY NATIONAL ADVISERS INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
Tidal Investments LLC | 11 | 11 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Aaron Wealth Advisors LLC | 11 | 11 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
JANUS HENDERSON INVESTORS US LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2017 | 11 |
CAXTON ASSOCIATES LP | 4 | 2 | 0.02% | 0.12% | 0.43% | Q2 2018 | Q2 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.05% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Northwest Bancshares, Inc. | 11 | 11 | 0.08% | 0.13% | 0.17% | Q1 2018 | Q3 2020 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LVW Advisors, LLC | 8 | 1 | 0.06% | 0.13% | 0.18% | Q1 2016 | Q1 2022 | 11 |
AJO, LP | 7 | 1 | 0.00% | 0.16% | 0.62% | Q1 2017 | Q3 2020 | 11 |
JARISLOWSKY, FRASER Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pegasus Partners Ltd. | 8 | 3 | 0.14% | 0.34% | 0.46% | Q1 2016 | Q4 2019 | 11 |
Chicago Partners Investment Group LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.08% | 0.14% | Q3 2015 | Q3 2023 | 11 |
BOSTON ADVISORS LLC | 10 | 1 | 0.03% | 0.17% | 0.46% | Q2 2015 | Q3 2019 | 11 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2021 | 11 |
BREWIN DOLPHIN LTD | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 11 |
SouthState Corp | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2022 | 11 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.04% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Lloyd Advisory Services, LLC. | 10 | 1 | 0.02% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 11 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.10% | 0.27% | 0.85% | Q1 2016 | Q1 2023 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q4 2016 | 11 |
Blueshift Asset Management, LLC | 5 | 1 | 0.01% | 0.21% | 0.72% | Q4 2018 | Q1 2023 | 11 |
Sheaff Brock Investment Advisors, LLC | 9 | 2 | 0.09% | 0.13% | 0.20% | Q4 2015 | Q2 2020 | 11 |
Aurora Investment Counsel | 7 | 4 | 0.67% | 0.81% | 0.90% | Q1 2019 | Q3 2023 | 11 |
MUFG Securities EMEA plc | 7 | 4 | 0.01% | 0.09% | 0.20% | Q2 2018 | Q3 2021 | 11 |
Meadow Creek Investment Management LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2019 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.03% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 10 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 7 | 1 | 0.02% | 0.53% | 0.96% | Q2 2014 | Q4 2018 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.07% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 6 | 2 | 0.00% | 0.05% | 0.12% | Q3 2019 | Q1 2023 | 10 |
Empirical Finance, LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 7 | 3 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Redwood Investment Management, LLC | 4 | 1 | 0.11% | 0.40% | 0.95% | Q2 2019 | Q3 2023 | 10 |
CASTLEARK MANAGEMENT LLC | 7 | 3 | 0.11% | 0.73% | 1.42% | Q4 2016 | Q4 2019 | 10 |
MSI Financial Services Inc | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q4 2016 | 10 |
Bayesian Capital Management, LP | 7 | 1 | 0.04% | 0.16% | 0.47% | Q2 2016 | Q3 2023 | 10 |
Pallas Capital Advisors LLC | 10 | 10 | 0.01% | 0.18% | 0.24% | Q1 2021 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 10 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 10 |
WESTWOOD MANAGEMENT CORP /IL/ | 10 | 10 | 0.03% | 0.32% | 0.52% | Q1 2018 | Q2 2020 | 10 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 10 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.06% | 0.29% | Q4 2017 | Q3 2023 | 10 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
GeoWealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Jupiter Investment Management Ltd | 5 | 2 | 0.01% | 0.11% | 0.32% | Q2 2014 | Q1 2020 | 10 |
First Allied Advisory Services, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
CX Institutional | 7 | 1 | 0.00% | 0.02% | 0.15% | Q2 2019 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 10 | 10 | 0.00% | 0.15% | 0.26% | Q2 2021 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 10 | 10 | 0.65% | 0.74% | 0.89% | Q1 2021 | Q2 2023 | 10 |
Buckley Wealth Management, LLC | 10 | 10 | 0.07% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2022 | 10 |
Glen Harbor Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2019 | 10 |
Sepio Capital, LP | 9 | 1 | 0.05% | 0.13% | 0.25% | Q4 2018 | Q2 2021 | 10 |
Foyston, Gordon, & Payne Inc | 6 | 4 | 0.24% | 0.86% | 1.78% | Q1 2021 | Q3 2023 | 10 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Opal Wealth Advisors, LLC | 9 | 1 | 0.13% | 0.18% | 0.23% | Q1 2021 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q2 2017 | 10 |
Machina Capital S.A.S. | 4 | 2 | 0.08% | 0.43% | 0.95% | Q1 2019 | Q2 2023 | 10 |
Triad Investment Management | 8 | 2 | 1.77% | 2.91% | 3.74% | Q3 2020 | Q3 2023 | 10 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.02% | 0.09% | Q2 2019 | Q1 2023 | 10 |
Amundi | 10 | 10 | 0.26% | 0.35% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Elkfork Partners LLC | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2019 | 10 |
RUSSELL FRANK CO/ | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 10 |
NKCFO LLC | 10 | 10 | 0.05% | 0.17% | 0.32% | Q4 2018 | Q1 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
CFO4Life Group, LLC | 6 | 4 | 0.12% | 0.32% | 0.54% | Q1 2017 | Q2 2020 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LOOMIS SAYLES & CO L P | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Neuburgh Advisers LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 10 |
Semmax Financial Advisors Inc. | 6 | 1 | 0.00% | 0.26% | 0.44% | Q4 2018 | Q3 2023 | 10 |
UNIVEST FINANCIAL Corp | 10 | 10 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2021 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2022 | 10 |
CURIAN CAPITAL LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2015 | 9 |
J. W. Coons Advisors, LLC | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Suncoast Equity Management | 8 | 1 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 9 |
Quadrature Capital Ltd | 3 | 1 | 0.03% | 0.15% | 0.26% | Q1 2017 | Q4 2022 | 9 |
WEBSTER BANK, N. A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Carroll Financial Associates, Inc. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 9 |
GoldenTree Asset Management | 7 | 2 | 0.85% | 1.62% | 3.15% | Q1 2014 | Q2 2016 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q1 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
CANYON CAPITAL ADVISORS LLC | 9 | 9 | 0.78% | 1.09% | 1.72% | Q4 2013 | Q4 2015 | 9 |
Wealth Alliance | 9 | 9 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q1 2022 | 9 |
Venturi Wealth Management, LLC | 9 | 9 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2020 | 9 |
HIGH POINT BANK & TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Qtron Investments LLC | 6 | 3 | 0.05% | 0.24% | 0.53% | Q4 2018 | Q4 2021 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.04% | 0.33% | 0.64% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
Cerebellum GP, LLC | 8 | 1 | 0.09% | 0.22% | 0.29% | Q4 2017 | Q2 2020 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Weaver C. Barksdale & Associates, Inc. | 9 | 9 | 1.99% | 2.14% | 2.34% | Q1 2014 | Q1 2016 | 9 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.12% | 0.21% | 0.34% | Q3 2021 | Q3 2023 | 9 |
GAM SYSTEMATIC LLP | 9 | 9 | 0.19% | 0.35% | 0.48% | Q3 2015 | Q3 2017 | 9 |
AMICA PENSION FUND BOARD OF TRUSTEES | 9 | 9 | 0.09% | 0.22% | 0.28% | Q4 2015 | Q4 2017 | 9 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.05% | 0.54% | 1.55% | Q2 2017 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 9 | 9 | 0.61% | 0.82% | 1.25% | Q3 2021 | Q3 2023 | 9 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Tarbox Family Office, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 9 |
CHILTON INVESTMENT CO INC. | 9 | 9 | 0.01% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Nicholas Investment Partners, LP | 9 | 9 | 0.11% | 0.21% | 0.31% | Q1 2017 | Q1 2019 | 9 |
CAPITAL ONE, NATIONAL ASSOCIATION | 9 | 9 | 0.12% | 0.16% | 0.19% | Q2 2016 | Q2 2018 | 9 |
AustralianSuper Pty Ltd | 5 | 4 | 0.05% | 0.11% | 0.21% | Q4 2018 | Q4 2022 | 9 |
Legacy Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 9 |
Itau Unibanco Holding S.A. | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 9 |
Aft, Forsyth & Sober, LLC | 9 | 9 | 0.58% | 0.66% | 0.84% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 9 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.26% | Q4 2015 | Q2 2023 | 9 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 4 | 1 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 9 |
MERITAGE PORTFOLIO MANAGEMENT | 9 | 9 | 0.07% | 0.52% | 0.71% | Q1 2018 | Q1 2020 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 9 |
Foundation Asset Management, LP | 9 | 9 | 3.32% | 5.06% | 8.29% | Q4 2014 | Q4 2016 | 9 |
Baker Avenue Asset Management, LP | 5 | 4 | 0.01% | 0.13% | 0.49% | Q1 2014 | Q3 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 9 |
USA FINANCIAL FORMULAS | 6 | 3 | 0.00% | 0.39% | 1.53% | Q2 2021 | Q3 2023 | 9 |
Monarch Partners Asset Management LLC | 7 | 2 | 0.22% | 0.63% | 0.84% | Q1 2015 | Q4 2018 | 9 |
OppenheimerFunds, Inc. | 9 | 9 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q1 2019 | 9 |
Waldron Private Wealth LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.27% | 0.51% | 0.70% | Q4 2021 | Q4 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.92% | 1.39% | 1.99% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
ANALYTIC INVESTORS, LLC | 7 | 1 | 0.03% | 0.27% | 0.54% | Q4 2013 | Q3 2016 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q3 2019 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.20% | 0.34% | Q1 2018 | Q4 2021 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Sciencast Management LP | 2 | 1 | 0.06% | 0.27% | 0.52% | Q2 2016 | Q2 2022 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 6 | 1 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q3 2021 | 8 |
BANK OF HAWAII | 4 | 1 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q4 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PZENA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q1 2017 | 8 |
BlackRock Japan Co. Ltd | 5 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2016 | 8 |
Clarius Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Longview Partners (Guernsey) LTD | 8 | 8 | 0.92% | 3.86% | 4.81% | Q4 2021 | Q3 2023 | 8 |
Phoenix Holdings Ltd. | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 0.55% | 0.60% | 0.64% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.39% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.13% | 0.76% | Q3 2018 | Q3 2023 | 8 |
Freestone Capital Holdings, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 8 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 8 | 8 | 0.63% | 0.82% | 1.06% | Q1 2016 | Q4 2017 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.06% | 0.21% | Q4 2021 | Q3 2023 | 8 |
RGT Wealth Advisors, LLC | 7 | 1 | 0.01% | 0.45% | 1.48% | Q1 2017 | Q4 2021 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q2 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 8 |
Virtus ETF Advisers LLC | 4 | 1 | 0.00% | 0.18% | 0.48% | Q4 2018 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Oribel Capital Management, LP | 5 | 1 | 0.19% | 0.77% | 1.86% | Q3 2019 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Zurich Insurance Group Ltd/FI | 4 | 1 | 0.02% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 8 |
Benchmark Investment Advisors LLC | 8 | 8 | 1.35% | 1.71% | 2.00% | Q4 2021 | Q3 2023 | 8 |
WADE G W & INC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q2 2019 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
DUBUQUE BANK & TRUST CO | 8 | 8 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.22% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 3 | 0.00% | 0.04% | 0.16% | Q3 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.10% | 0.24% | Q3 2020 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.17% | 0.54% | Q1 2021 | Q3 2023 | 8 |
FIRST MIDWEST BANK TRUST DIVISION | 8 | 8 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q2 2018 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 8 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q1 2018 | 8 |
WALL STREET ASSOCIATES | 5 | 3 | 0.02% | 0.11% | 0.28% | Q2 2013 | Q4 2016 | 8 |
Annandale Capital, LLC | 8 | 8 | 0.32% | 0.40% | 0.58% | Q4 2021 | Q3 2023 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q2 2023 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 8 |
HANCOCK WHITNEY CORP | 8 | 8 | 0.02% | 0.05% | 0.09% | Q3 2018 | Q2 2020 | 8 |
VeraBank, N.A. | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Rosenberg Matthew Hamilton | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CEDAR CAPITAL, LLC | 8 | 8 | 0.25% | 0.41% | 0.60% | Q3 2018 | Q2 2020 | 8 |
KLINGENSTEIN FIELDS & CO LP | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q3 2021 | 7 |
Nachman Norwood & Parrott, Inc | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2020 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 7 |
ALPHA WINDWARD LLC | 5 | 1 | 0.01% | 0.28% | 0.33% | Q4 2017 | Q2 2020 | 7 |
Boltwood Capital Management | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2022 | Q4 2023 | 7 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 7 |
MCF Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 1 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 7 |
SUN LIFE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Roystone Capital Management LP | 7 | 7 | 0.37% | 3.29% | 4.53% | Q4 2013 | Q2 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Jackson Creek Investment Advisors LLC | 3 | 1 | 0.09% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
PITTENGER & ANDERSON INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2020 | 7 |
Lebenthal Global Advisors, LLC | 6 | 1 | 0.06% | 0.12% | 0.16% | Q4 2020 | Q1 2023 | 7 |
SCHWARTZ INVESTMENT COUNSEL INC | 7 | 7 | 0.22% | 0.40% | 0.57% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY MANAGEMENT INC /WI/ | 7 | 7 | 0.73% | 2.31% | 2.82% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 7 |
Calamos Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Raleigh Capital Management Inc. | 6 | 1 | 0.00% | 0.13% | 0.23% | Q4 2021 | Q3 2023 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Stone Ridge Asset Management LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2017 | Q2 2019 | 7 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 7 |
CLINTON GROUP INC | 3 | 1 | 0.06% | 0.17% | 0.33% | Q2 2014 | Q2 2017 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 7 |
WASATCH ADVISORS LP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2015 | 7 |
Procyon Advisors, LLC | 4 | 3 | 0.05% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 7 |
L & S Advisors Inc | 6 | 1 | 0.24% | 0.28% | 0.32% | Q3 2020 | Q1 2023 | 7 |
Ergoteles LLC | 4 | 1 | 0.04% | 0.24% | 1.06% | Q3 2020 | Q4 2022 | 7 |
MATHER GROUP, LLC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 7 |
Moloney Securities Asset Management, LLC | 5 | 2 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q1 2022 | 7 |
Crescent Park Management, L.P. | 7 | 7 | 3.91% | 7.96% | 14.29% | Q4 2014 | Q2 2016 | 7 |
OAKBROOK INVESTMENTS LLC | 6 | 1 | 0.03% | 0.08% | 0.21% | Q1 2018 | Q4 2019 | 7 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 7 |
Beacon Pointe Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2018 | 7 |
FORA Capital, LLC | 3 | 2 | 0.08% | 0.14% | 0.21% | Q4 2019 | Q1 2023 | 7 |
Lingohr Asset Management GmbH | 7 | 7 | 0.35% | 0.76% | 1.07% | Q3 2017 | Q1 2019 | 7 |
TOMPKINS FINANCIAL CORP | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2022 | 7 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 7 | 0.39% | 0.48% | 0.63% | Q2 2020 | Q4 2021 | 7 |
Boston Trust Walden Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kalos Management, Inc. | 3 | 1 | 0.11% | 0.20% | 0.35% | Q4 2015 | Q2 2022 | 7 |
Intersect Capital LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q1 2022 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q2 2019 | 7 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 7 | 0.69% | 0.98% | 1.39% | Q1 2022 | Q3 2023 | 7 |
HERNDON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2017 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Berger Financial Group, Inc | 7 | 7 | 0.50% | 0.57% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Smith, Salley & Associates | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q4 2020 | 7 |
GW HENSSLER & ASSOCIATES LTD | 5 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 7 |
OSSIAM | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 7 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.16% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Alpha Paradigm Partners, LLC | 5 | 1 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q3 2022 | 6 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 6 |
Savant Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.04% | 0.18% | Q2 2021 | Q2 2023 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
ALGERT GLOBAL LLC | 4 | 2 | 0.04% | 0.27% | 0.42% | Q3 2019 | Q3 2022 | 6 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 1 | 0.18% | 0.47% | 0.64% | Q1 2018 | Q1 2020 | 6 |
Taika Capital, LP | 6 | 6 | 2.86% | 4.50% | 5.04% | Q4 2021 | Q1 2023 | 6 |
DAVENPORT & Co LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 6 |
TOBAM | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Eventide Asset Management | 6 | 6 | 0.28% | 0.50% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.04% | 0.38% | 0.71% | Q4 2018 | Q4 2022 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.18% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
Artemis Investment Management LLP | 5 | 1 | 0.18% | 0.22% | 0.25% | Q1 2015 | Q4 2017 | 6 |
QUANTUM CAPITAL MANAGEMENT | 6 | 6 | 0.14% | 0.61% | 1.03% | Q2 2019 | Q3 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Endowment Wealth Management, Inc. | 6 | 6 | 0.27% | 0.28% | 0.29% | Q4 2021 | Q1 2023 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q4 2015 | Q2 2021 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.01% | 0.28% | 0.60% | Q4 2020 | Q2 2023 | 6 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 6 | 6 | 0.21% | 0.29% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Czech National Bank | 6 | 6 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
CITIZENS & NORTHERN CORP | 6 | 6 | 0.44% | 0.47% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.19% | 0.51% | 1.11% | Q4 2015 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2022 | Q3 2023 | 6 |
CROFT-LEOMINSTER INC | 6 | 6 | 0.72% | 0.92% | 1.26% | Q4 2013 | Q1 2015 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Delta Investment Management, LLC | 5 | 1 | 0.10% | 0.26% | 0.96% | Q4 2019 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Hills Bank & Trust Co | 6 | 6 | 0.03% | 0.10% | 0.14% | Q2 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.64% | 0.69% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Harvest Capital Strategies LLC | 6 | 6 | 0.14% | 0.22% | 0.33% | Q4 2013 | Q1 2015 | 6 |
RDA Financial Network | 6 | 6 | 0.12% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Parametrica Management Ltd | 2 | 1 | 0.25% | 0.45% | 0.63% | Q1 2017 | Q3 2022 | 6 |
Channing Capital Management, LLC | 6 | 6 | 0.47% | 0.64% | 0.81% | Q1 2016 | Q2 2017 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q1 2021 | Q4 2022 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.34% | 0.40% | 0.47% | Q1 2019 | Q2 2020 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
GODSEY & GIBB, INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
United Bank | 6 | 6 | 0.47% | 0.50% | 0.53% | Q2 2022 | Q3 2023 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Apollon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 6 |
AGF Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.32% | 0.35% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.33% | 0.38% | 0.42% | Q3 2015 | Q4 2016 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.71% | 1.00% | 1.17% | Q2 2022 | Q3 2023 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Intercontinental Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q1 2022 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Wedmont Private Capital | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Daiwa SB Investments Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 6 |
NorthCoast Asset Management LLC | 3 | 1 | 0.06% | 0.12% | 0.30% | Q4 2014 | Q1 2019 | 6 |
Invictus RG Pte. Ltd. | 5 | 1 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2015 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ALPHASIMPLEX GROUP, LLC | 5 | 1 | 0.26% | 0.40% | 0.52% | Q2 2020 | Q4 2021 | 6 |
Unigestion Holding SA | 4 | 2 | 0.01% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 6 |
Sculptor Capital LP | 4 | 4 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q1 2015 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.06% | 0.13% | 0.31% | Q1 2021 | Q2 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.23% | 0.26% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Kathmere Capital Management, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 6 |
CONNING INC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 6 |
UBS AG | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 6 |
Lloyds Banking Group plc | 6 | 6 | 1.06% | 1.12% | 1.30% | Q3 2017 | Q4 2018 | 6 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.12% | Q4 2019 | Q2 2023 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Invictus RG | 2 | 1 | 0.02% | 0.26% | 0.42% | Q1 2017 | Q3 2018 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.19% | 0.62% | Q3 2020 | Q3 2022 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.20% | 0.32% | 0.39% | Q4 2017 | Q1 2019 | 5 |
Junto Capital Management LP | 2 | 1 | 0.33% | 1.53% | 2.76% | Q4 2016 | Q4 2021 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q2 2022 | 5 |
STRATTON MANAGEMENT CO | 5 | 5 | 0.12% | 0.31% | 0.54% | Q4 2014 | Q4 2015 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 2 | 0.20% | 0.34% | 0.45% | Q1 2020 | Q3 2023 | 5 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q4 2019 | 5 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q3 2017 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 2 | 0.02% | 0.07% | 0.08% | Q4 2013 | Q1 2015 | 5 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 5 |
Cornerstone Investment Partners, LLC | 5 | 5 | 1.76% | 2.14% | 2.39% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 2 | 0.08% | 0.08% | 0.09% | Q3 2015 | Q3 2022 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2017 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.19% | 0.35% | Q4 2013 | Q2 2019 | 5 |
Enterprise Bank & Trust Co | 5 | 5 | 0.51% | 0.60% | 0.63% | Q3 2022 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
J.Safra Asset Management Corp | 3 | 2 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 5 |
RATIONAL ADVISORS LLC | 3 | 2 | 0.00% | 0.16% | 0.37% | Q3 2019 | Q4 2020 | 5 |
Port Capital LLC | 5 | 5 | 0.24% | 0.25% | 0.26% | Q3 2020 | Q3 2021 | 5 |
Rampart Investment Management Company, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q4 2020 | 5 |
Meridian Wealth Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2021 | 5 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 5 | 0.08% | 0.16% | 0.43% | Q1 2021 | Q1 2022 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.03% | 0.21% | 0.56% | Q4 2018 | Q1 2022 | 5 |
Newbridge Financial Services Group, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 5 |
GRIES FINANCIAL LLC | 5 | 5 | 0.11% | 0.12% | 0.17% | Q1 2021 | Q1 2022 | 5 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q2 2016 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
NICOLET BANKSHARES INC | 5 | 5 | 0.06% | 0.14% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Aureus Asset Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2016 | 5 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2023 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.89% | 0.96% | 1.12% | Q2 2021 | Q2 2022 | 5 |
ZWJ INVESTMENT COUNSEL INC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q1 2020 | 5 |
AVIANCE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q3 2016 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BAR HARBOR WEALTH MANAGEMENT | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q2 2023 | 5 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.17% | 0.39% | Q4 2015 | Q3 2018 | 5 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.16% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Argent Trust Co | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NorthRock Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Donoghue Forlines LLC | 2 | 1 | 0.17% | 0.37% | 0.45% | Q3 2021 | Q3 2023 | 5 |
Brown Advisory Securities, LLC | 4 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q4 2019 | 5 |
Ellis Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Full Sail Capital, LLC | 4 | 1 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
DUALITY ADVISERS, LP | 3 | 1 | 0.03% | 0.15% | 0.30% | Q1 2022 | Q3 2023 | 5 |
Verdence Capital Advisors LLC | 5 | 5 | 0.33% | 0.42% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Advisor OS, LLC | 5 | 5 | 0.08% | 0.17% | 0.28% | Q1 2021 | Q1 2022 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.41% | 0.45% | 0.46% | Q4 2015 | Q4 2016 | 5 |
tru Independence LLC | 3 | 2 | 0.00% | 0.10% | 0.34% | Q4 2019 | Q1 2021 | 5 |
Crewe Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 5 | 5 | 0.37% | 0.48% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SRB CORP | 3 | 2 | 0.00% | 0.05% | 0.08% | Q3 2020 | Q2 2022 | 5 |
Grandeur Peak Global Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.19% | Q1 2020 | Q1 2021 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q2 2018 | 5 |
YHB Investment Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Numeric Investors LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2017 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Arabesque Asset Management Ltd | 2 | 1 | 0.10% | 0.90% | 1.84% | Q3 2019 | Q1 2022 | 5 |
SCHOLTZ & COMPANY, LLC | 5 | 5 | 0.25% | 0.45% | 0.71% | Q1 2014 | Q1 2015 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2017 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.03% | 0.10% | 0.24% | Q2 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Capital Directions Investment Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Polen Capital Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Capital Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Summit Global Investments | 3 | 1 | 0.15% | 0.19% | 0.28% | Q4 2019 | Q4 2020 | 4 |
United Capital Management of KS, Inc. | 4 | 4 | 0.13% | 0.15% | 0.21% | Q2 2020 | Q1 2021 | 4 |
COMERICA SECURITIES INC | 3 | 1 | 0.04% | 0.26% | 0.38% | Q1 2015 | Q3 2016 | 4 |
Glenview Capital Management | 4 | 4 | 0.18% | 0.59% | 1.02% | Q2 2014 | Q1 2015 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 4 |
HOLDERNESS INVESTMENTS CO | 4 | 4 | 0.11% | 0.12% | 0.13% | Q1 2017 | Q4 2017 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Woodline Partners LP | 2 | 1 | 0.15% | 0.27% | 0.40% | Q4 2020 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2013 | Q3 2014 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.16% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Graypoint LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 4 |
SEI TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q4 2020 | 4 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
HARVEST VOLATILITY MANAGEMENT LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
TradeLink Global Equity LLC | 4 | 4 | 0.24% | 0.34% | 0.41% | Q1 2014 | Q4 2014 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Values First Advisors, Inc. | 4 | 4 | 0.26% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.16% | Q2 2021 | Q1 2022 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.12% | 0.26% | 0.42% | Q2 2015 | Q1 2022 | 4 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q1 2021 | Q2 2023 | 4 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 4 |
Paladin Advisory Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
AFFINITY INVESTMENT ADVISORS, LLC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
EAM Investors, LLC | 4 | 4 | 0.24% | 0.27% | 0.31% | Q1 2014 | Q4 2014 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
Gilbert & Cook, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q1 2022 | 4 |
NICOLET ADVISORY SERVICES, LLC | 4 | 4 | 0.04% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Ergawealth Advisors, Inc. | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.13% | 0.21% | 0.33% | Q1 2018 | Q1 2019 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Sunriver Management LLC | 4 | 4 | 5.42% | 6.66% | 8.10% | Q4 2015 | Q3 2016 | 4 |
BECK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.26% | 0.29% | 0.30% | Q1 2019 | Q4 2019 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 4 |
Mizuho Trust & Banking Co., Ltd. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2020 | Q3 2021 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.11% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Tuttle Capital Management, LLC | 2 | 2 | 0.17% | 0.36% | 0.57% | Q3 2019 | Q4 2020 | 4 |
U S GLOBAL INVESTORS INC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q4 2020 | 4 |
CFO4Life, L.P. | 4 | 4 | 0.35% | 0.37% | 0.40% | Q1 2016 | Q4 2016 | 4 |
CrestPoint Capital Management, LLC | 4 | 4 | 0.70% | 0.81% | 0.92% | Q3 2015 | Q2 2016 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 4 |
Braun-Bostich & Associates Inc. | 3 | 1 | 0.05% | 0.32% | 0.42% | Q3 2020 | Q3 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
JB Capital LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Shinko Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.37% | 0.41% | 0.45% | Q4 2021 | Q3 2022 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q2 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.33% | 0.60% | 0.83% | Q2 2014 | Q1 2016 | 4 |
Measured Wealth Private Client Group, LLC | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q2 2019 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2020 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 4 |
Sageworth Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 4 |
Truadvice, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q2 2021 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BlueMar Capital Management, LLC | 2 | 2 | 1.44% | 1.81% | 2.69% | Q3 2014 | Q1 2016 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q3 2019 | Q2 2020 | 4 |
Semper Trust Co. | 3 | 1 | 0.64% | 0.67% | 0.72% | Q4 2014 | Q4 2015 | 4 |
Graphene Investments SAS | 4 | 4 | 1.95% | 2.06% | 2.14% | Q4 2022 | Q3 2023 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.09% | 0.20% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DELTA LLOYD NV | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.02% | 0.09% | 0.18% | Q1 2019 | Q3 2022 | 4 |
Barnett & Company, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 4 |
WMS Partners, LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
TWIN CAPITAL MANAGEMENT INC | 3 | 1 | 0.07% | 0.10% | 0.12% | Q3 2017 | Q3 2018 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.09% | 0.18% | Q2 2015 | Q4 2016 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
CANTILLON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.76% | 1.68% | 2.17% | Q4 2022 | Q3 2023 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.36% | 0.51% | 0.64% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 4 | 4 | 0.14% | 0.20% | 0.24% | Q3 2022 | Q2 2023 | 4 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.23% | 0.73% | Q4 2013 | Q1 2015 | 4 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.58% | 0.63% | 0.66% | Q3 2019 | Q2 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.53% | 0.96% | 1.17% | Q1 2022 | Q4 2022 | 4 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2018 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 4 |
OneAscent Wealth Management LLC | 4 | 4 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SlateStone Wealth, LLC | 4 | 4 | 0.11% | 0.14% | 0.14% | Q1 2019 | Q4 2019 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Mendota Financial Group, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q3 2020 | Q1 2021 | 3 |
EHP Funds Inc. | 2 | 1 | 0.06% | 0.26% | 0.63% | Q1 2022 | Q1 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2017 | Q3 2017 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.31% | 0.54% | Q2 2020 | Q4 2020 | 3 |
TURNER INVESTMENTS LLC | 2 | 1 | 0.50% | 0.63% | 0.88% | Q3 2015 | Q1 2017 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.21% | 0.28% | 0.40% | Q4 2018 | Q1 2020 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Seven Springs Wealth Group, LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q4 2020 | Q3 2021 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.02% | 0.04% | 0.04% | Q2 2017 | Q3 2020 | 3 |
Airain ltd | 2 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q1 2017 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 3 |
Garda Capital Partners LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MENTA CAPITAL LLC | 2 | 1 | 0.05% | 0.10% | 0.14% | Q2 2016 | Q2 2018 | 3 |
Oakworth Capital, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q2 2016 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q1 2023 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.20% | 0.25% | 0.33% | Q2 2019 | Q4 2019 | 3 |
Findlay Park Partners LLP | 3 | 3 | 1.31% | 1.48% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
FCF Advisors LLC | 3 | 3 | 0.53% | 0.56% | 0.60% | Q2 2021 | Q4 2021 | 3 |
ARK Investment Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Marble Arch Investments | 3 | 3 | 6.14% | 7.45% | 9.18% | Q2 2014 | Q4 2014 | 3 |
Meridian Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.17% | 0.47% | Q3 2015 | Q1 2022 | 3 |
Clean Yield Group | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sendero Wealth Management, LLC | 3 | 3 | 0.11% | 0.24% | 0.43% | Q1 2022 | Q3 2022 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.13% | 0.36% | Q1 2014 | Q1 2018 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 1 | 0.16% | 0.34% | 0.69% | Q1 2016 | Q2 2018 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 3 |
Nadler Financial Group, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q2 2019 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2019 | Q3 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q2 2018 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.18% | 0.41% | 0.61% | Q3 2015 | Q1 2017 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.23% | 0.29% | Q4 2020 | Q1 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.11% | 0.27% | Q4 2017 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BALASA DINVERNO & FOLTZ LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Centerline Investment Partners, LP | 3 | 3 | 1.09% | 4.99% | 7.10% | Q1 2014 | Q3 2014 | 3 |
MQS Management LLC | 2 | 1 | 0.28% | 0.47% | 0.70% | Q1 2022 | Q1 2023 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2019 | Q2 2020 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.22% | 0.30% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 3 |
FIRST NATIONAL TRUST CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q1 2016 | 3 |
ISTHMUS PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 3 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Motley Fool Asset Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Meru Capital Group, LP | 3 | 3 | 1.20% | 1.95% | 2.88% | Q3 2014 | Q1 2015 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SAMLYN CAPITAL, LLC | 3 | 3 | 0.81% | 0.86% | 0.93% | Q2 2020 | Q4 2020 | 3 |
BEAM WEALTH ADVISORS, INC. | 3 | 3 | 0.20% | 0.21% | 0.22% | Q2 2020 | Q4 2020 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 3 |
Human Investing LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.00% | 0.12% | 0.28% | Q3 2014 | Q4 2021 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 3 |
NBT BANK N A /NY | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Zions Bancorporation | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 3 | 3 | 1.50% | 1.66% | 1.86% | Q3 2019 | Q1 2020 | 3 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.20% | 0.39% | 0.53% | Q4 2019 | Q3 2023 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 3 |
Capital Analysts, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.16% | 0.28% | Q4 2017 | Q1 2019 | 3 |
Mayfair Advisory Group, LLC | 2 | 1 | 0.61% | 0.75% | 0.89% | Q4 2019 | Q3 2020 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.16% | 0.73% | 1.39% | Q4 2021 | Q2 2022 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.46% | 0.50% | 0.54% | Q3 2014 | Q1 2015 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Lebenthal Asset Management, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q3 2016 | Q1 2017 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Kemnay Advisory Services Inc. | 3 | 3 | 0.24% | 0.34% | 0.40% | Q3 2018 | Q1 2019 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 3 |
Sustainable Insight Capital Management, LLC | 3 | 3 | 0.28% | 0.34% | 0.40% | Q2 2022 | Q4 2022 | 3 |
Counterpoint Mutual Funds LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q2 2021 | Q1 2023 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2014 | 3 |
CLEARARC CAPITAL INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Empirical Asset Management, LLC | 1 | 1 | 0.20% | 0.41% | 0.63% | Q1 2023 | Q3 2023 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.46% | 0.90% | 1.34% | Q4 2022 | Q1 2023 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.58% | 0.79% | 1.01% | Q1 2021 | Q3 2022 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Clearline Capital LP | 2 | 2 | 1.27% | 1.45% | 1.64% | Q4 2013 | Q1 2014 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q2 2022 | 2 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 2 |
Caldwell Investment Management Ltd. | 2 | 2 | 0.45% | 0.48% | 0.50% | Q4 2021 | Q1 2022 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
HAMILTON LANE ADVISORS LLC | 2 | 2 | 2.12% | 4.05% | 5.98% | Q2 2016 | Q3 2016 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.21% | 0.26% | 0.32% | Q2 2023 | Q3 2023 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q2 2020 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.21% | 0.24% | 0.27% | Q4 2019 | Q1 2020 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q3 2015 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2020 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Brookfield Asset Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Noked Israel Ltd | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2019 | Q2 2019 | 2 |
TCWP LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Leonetti & Associates, LLC | 2 | 2 | 1.75% | 2.04% | 2.33% | Q3 2018 | Q4 2018 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 1.34% | 1.38% | 1.42% | Q3 2015 | Q4 2015 | 2 |
SHAPIRO ROBERT N | 1 | 1 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q4 2014 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Clio Asset Management LLC | 2 | 2 | 13.10% | 13.39% | 13.68% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 2 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2019 | Q3 2022 | 2 |
Evanston Investments, Inc., dba Evanston Advisors | 2 | 2 | 1.88% | 2.00% | 2.13% | Q3 2018 | Q4 2018 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Pinnacle Summer Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.61% | 0.61% | 0.61% | Q1 2020 | Q2 2020 | 2 |
Distillate Capital Partners LLC | 2 | 2 | 0.72% | 0.79% | 0.86% | Q4 2020 | Q1 2021 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 1.70% | 2.22% | 2.73% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2019 | Q4 2019 | 2 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2016 | 2 |
Oak Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 2 |
Heritage Trust Co | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Birch Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
1776 Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.74% | 0.75% | 0.76% | Q2 2016 | Q4 2016 | 2 |
Standard Investments LLC | 2 | 2 | 0.23% | 0.97% | 1.71% | Q2 2023 | Q3 2023 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q1 2021 | 2 |
ValueAct Holdings | 2 | 2 | 0.40% | 0.48% | 0.56% | Q3 2020 | Q4 2020 | 2 |
Vinva Investment Management Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2022 | 2 |
Vancity Investment Management Ltd | 2 | 2 | 2.09% | 2.20% | 2.31% | Q2 2023 | Q3 2023 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.33% | 0.37% | 0.40% | Q3 2015 | Q4 2015 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Noked Capital LTD | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2019 | Q2 2019 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Bishop Rock Capital, L.P. | 2 | 2 | 0.97% | 1.05% | 1.12% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q1 2018 | 2 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q1 2023 | 2 |
APPLETON PARTNERS INC/MA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 2 |
qPULA Trading Management LP | 2 | 2 | 0.44% | 0.46% | 0.47% | Q1 2021 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.40% | 0.70% | 0.99% | Q1 2022 | Q2 2023 | 2 |
MIROVA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CHOREO, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Austin Asset Management Co Inc | 2 | 2 | 0.87% | 0.93% | 0.98% | Q2 2023 | Q3 2023 | 2 |
TradeLink Capital LLC | 2 | 2 | 0.33% | 0.48% | 0.62% | Q1 2015 | Q2 2015 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 0.17% | 0.36% | 0.56% | Q4 2017 | Q1 2018 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.48% | 0.54% | 0.59% | Q2 2018 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.36% | 0.55% | 0.75% | Q4 2022 | Q2 2023 | 2 |
Platinum Management (NY) LLC | 2 | 2 | 0.18% | 0.69% | 1.20% | Q1 2014 | Q2 2014 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q4 2019 | 2 |
MOLLER WEALTH PARTNERS | 2 | 2 | 0.30% | 0.37% | 0.44% | Q4 2018 | Q1 2019 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
EASTERN BANK | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Great Diamond Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
LBP AM SA | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q3 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Mondrian Investment Partners LTD | 2 | 2 | 1.50% | 1.72% | 1.93% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 2 |
Formidable Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SWS Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2020 | Q1 2020 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WFG Advisors, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Fidelis Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2017 | Q1 2017 | 1 |
PDS Planning, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
DEERE & CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Stux Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
BRC Investment Management LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2016 | Q3 2016 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Provenire Capital, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2020 | Q2 2020 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ATALANTA SOSNOFF CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2023 | Q3 2023 | 1 |
FAGAN ASSOCIATES, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2014 | Q4 2014 | 1 |
Polianta Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2019 | Q2 2019 | 1 |
Independence Capital Asset Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2020 | Q3 2020 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2021 | Q4 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Q3 Asset Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Signition LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2018 | Q3 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JS Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GLG LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2018 | Q3 2018 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2019 | Q4 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
West Branch Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2022 | Q1 2022 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Oak Thistle LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2015 | Q2 2015 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Man Investments Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2014 | Q4 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2013 | Q4 2013 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EULAV Asset Management | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
OFI Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Parkwood LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2017 | Q1 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 26.22% | 26.22% | 26.22% | Q2 2016 | Q2 2016 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2016 | Q2 2016 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fairhaven Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2018 | Q4 2018 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 3.11% | 3.11% | 3.11% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Kiski Partners, LLC | 1 | 1 | 4.87% | 4.87% | 4.87% | Q4 2015 | Q4 2015 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2018 | Q4 2018 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 7.08% | 7.08% | 7.08% | Q2 2016 | Q2 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2023 | Q3 2023 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2017 | Q4 2017 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2017 | Q4 2017 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2015 | Q4 2015 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Li Winifred I | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2014 | Q4 2014 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2020 | Q2 2020 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2015 | Q2 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 14.66% | 14.66% | 14.66% | Q2 2016 | Q2 2016 | 1 |
StepStone Group LP | 1 | 1 | 4.94% | 4.94% | 4.94% | Q2 2016 | Q2 2016 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Tiger Legatus Capital Management, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wilmington Trust, National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BREAKLINE CAPITAL LLC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q4 2017 | Q4 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
ADVANCE CAPITAL I INC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GLG INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wilshire Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2023 | Q2 2023 | 1 |
Hawk Ridge Capital Management | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Olympiad Research LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
VESTOR CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2020 | Q2 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRAVELERS COMPANIES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own CDW CORP or have owned CDW CORP in the past.