Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 0.27% | 0.36% | 0.58% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.07% | 0.58% | 0.95% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.01% | 0.21% | 0.58% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Magellan Asset Management Ltd | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ProShare Advisors LLC | 39 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.05% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Teton Advisors, Inc. | 41 | 41 | 0.02% | 0.14% | 0.37% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 31 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
PRINCIPAL FINANCIAL GROUP INC | 31 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 19 | 19 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2023 | 38 |
AMERIPRISE FINANCIAL INC | 32 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
CENTRAL TRUST Co | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.08% | 0.28% | 0.83% | Q4 2013 | Q4 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
HUNTINGTON NATIONAL BANK | 14 | 3 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 36 |
Smithfield Trust Co | 36 | 36 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
AQR Capital Management | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 32 | 2 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 35 |
MACQUARIE GROUP LTD | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 31 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Renaissance Technologies | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 33 |
M&T BANK CORP | 30 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 31 | 2 | 0.08% | 0.20% | 0.32% | Q4 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.08% | 0.19% | 0.31% | Q2 2013 | Q2 2021 | 33 |
Cutter & CO Brokerage, Inc. | 27 | 1 | 0.05% | 0.61% | 1.46% | Q2 2013 | Q4 2021 | 33 |
CoreCommodity Management, LLC | 15 | 1 | 0.11% | 0.47% | 1.05% | Q1 2015 | Q3 2023 | 32 |
VAN ECK ASSOCIATES CORP | 30 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 32 |
AMP Capital Investors Ltd | 32 | 32 | 0.01% | 0.01% | 0.05% | Q1 2014 | Q4 2021 | 32 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 32 |
ZACKS INVESTMENT MANAGEMENT | 30 | 2 | 0.01% | 0.27% | 0.44% | Q2 2013 | Q1 2022 | 32 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 31 | 31 | 0.06% | 0.09% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Arizona State Retirement System | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
State of Tennessee, Treasury Department | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Louisiana State Employees Retirement System | 31 | 31 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
TEXAS PERMANENT SCHOOL FUND CORP | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 20 | 11 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
TD ASSET MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 25 | 5 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GAMCO INVESTORS, INC. ET AL | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 29 |
M&R CAPITAL MANAGEMENT INC | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 29 |
Parkside Financial Bank & Trust | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
PEAK6 Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 29 |
D.A. DAVIDSON & CO. | 29 | 29 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 29 |
AMALGAMATED BANK | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 26 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
STRS OHIO | 23 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
LPL Financial LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
GUGGENHEIM CAPITAL LLC | 24 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 27 |
SG Americas Securities, LLC | 21 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Mercer Capital Advisers, Inc. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2021 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
Wealth Architects, LLC | 26 | 26 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Wellington Shields & Co., LLC | 16 | 4 | 0.06% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 26 |
Aldebaran Financial Inc. | 26 | 26 | 0.28% | 0.53% | 0.92% | Q4 2013 | Q1 2020 | 26 |
Russell Investments Group, Ltd. | 21 | 5 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 24 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2020 | 25 |
BLUESTEIN R H & CO LLC | 24 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 25 |
FEDERATED HERMES, INC. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
PROFUND ADVISORS LLC | 16 | 9 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 25 |
CHEMICAL BANK | 25 | 25 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
Independent Advisor Alliance | 25 | 25 | 0.00% | 0.09% | 0.22% | Q2 2017 | Q2 2023 | 25 |
SEI INVESTMENTS CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
ELM ADVISORS, LLC | 24 | 24 | 0.13% | 0.18% | 0.26% | Q1 2016 | Q4 2021 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Jackson, Grant Investment Advisers, Inc. | 24 | 24 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Summit Global Investments | 19 | 5 | 0.04% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.09% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Sutton Wealth Advisors Inc. | 22 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2022 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2022 | 23 |
NUANCE INVESTMENTS, LLC | 16 | 1 | 0.28% | 1.03% | 2.52% | Q1 2017 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 23 |
MISSION WEALTH MANAGEMENT, LP | 21 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 22 |
Tortoise Index Solutions, LLC | 19 | 3 | 0.03% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
TRUE Private Wealth Advisors | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Aperio Group, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2020 | 22 |
Loudon Investment Management, LLC | 22 | 22 | 0.24% | 0.39% | 0.68% | Q4 2013 | Q1 2019 | 22 |
Baird Financial Group, Inc. | 18 | 3 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 21 |
Hexavest Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 21 |
GLENMEDE TRUST CO NA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 19 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 21 |
Natixis Investment Managers International | 12 | 9 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 21 |
WHITTIER TRUST CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ETF MANAGERS GROUP, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q4 2022 | 20 |
EVERENCE CAPITAL MANAGEMENT INC | 20 | 20 | 0.05% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 20 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Water Asset Management LLC | 10 | 2 | 1.23% | 5.87% | 10.53% | Q2 2013 | Q3 2018 | 20 |
MASON STREET ADVISORS, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.20% | 0.29% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Allianz Asset Management GmbH | 15 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 19 |
FIRST NATIONAL CORP /MA/ /ADV | 14 | 5 | 0.44% | 0.74% | 2.19% | Q4 2018 | Q3 2023 | 19 |
Mitsubishi UFJ Trust & Banking Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 19 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Impax Asset Management LTD | 19 | 19 | 2.18% | 2.83% | 3.72% | Q2 2013 | Q4 2017 | 19 |
Jacobi Capital Management LLC | 19 | 19 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 8 | 4 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q2 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Old Port Advisors | 18 | 1 | 0.09% | 0.17% | 0.52% | Q2 2018 | Q1 2023 | 19 |
LS Investment Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2020 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.03% | 0.09% | 0.13% | Q4 2015 | Q1 2020 | 18 |
Neuberger Berman Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 17 |
SIGNATUREFD, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q1 2022 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
RPG Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 16 |
Argent Trust Co | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q1 2017 | 16 |
Municipal Employees' Retirement System of Michigan | 10 | 6 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2020 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
STEWART & PATTEN CO LLC | 11 | 5 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2023 | 16 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 16 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Cutler Group LLC / CA | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.10% | 0.22% | 0.28% | Q2 2014 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
PDT Partners, LLC | 12 | 1 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q1 2022 | 15 |
SUNTRUST BANKS INC | 15 | 15 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q4 2016 | 15 |
QS Investors, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2020 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 7 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2019 | 15 |
DekaBank Deutsche Girozentrale | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 15 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2023 | 15 |
BTR CAPITAL MANAGEMENT INC | 8 | 7 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2022 | 15 |
Granite Investment Partners, LLC | 15 | 15 | 0.48% | 0.67% | 0.94% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 15 |
AXA S.A. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 14 |
Vestcor Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 14 |
Impax Asset Management Group plc | 14 | 14 | 0.32% | 0.43% | 0.56% | Q2 2020 | Q3 2023 | 14 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 14 |
Bridge City Capital, LLC | 14 | 14 | 0.48% | 0.66% | 0.81% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Financial Gravity Asset Management, Inc. | 6 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Patriot Financial Group Insurance Agency, LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 11 | 3 | 0.01% | 0.14% | 0.33% | Q1 2018 | Q3 2022 | 14 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 14 |
Enterprise Trust & Investment Co | 13 | 13 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q2 2022 | 13 |
Ellevest, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 13 |
Baillie Gifford | 8 | 5 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 13 |
ACG Wealth | 6 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 13 |
Delta Investment Management, LLC | 11 | 2 | 0.06% | 0.08% | 0.15% | Q4 2019 | Q2 2023 | 13 |
WFG Advisors, LP | 7 | 6 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2017 | 13 |
Robeco Schweiz AG | 13 | 13 | 0.58% | 0.72% | 1.01% | Q2 2013 | Q2 2016 | 13 |
Redpoint Investment Management Pty Ltd | 11 | 2 | 0.01% | 0.08% | 0.24% | Q4 2017 | Q2 2021 | 13 |
Arjuna Capital | 8 | 1 | 0.16% | 0.54% | 1.28% | Q4 2017 | Q2 2023 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 13 |
Allworth Financial LP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
South Dakota Investment Council | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Man Group plc | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Impax Asset Management (AIFM) Ltd | 13 | 13 | 2.88% | 3.57% | 4.32% | Q4 2014 | Q4 2017 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.37% | 0.58% | 0.82% | Q4 2020 | Q4 2023 | 13 |
American Investment Services, Inc. | 13 | 13 | 0.45% | 0.49% | 0.56% | Q4 2015 | Q4 2018 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
RobecoSam USA, Inc. | 13 | 13 | 1.13% | 1.45% | 2.29% | Q2 2013 | Q2 2016 | 13 |
SYMONS CAPITAL MANAGEMENT INC | 12 | 1 | 0.08% | 0.12% | 0.28% | Q2 2013 | Q1 2020 | 13 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
SEGALL BRYANT & HAMILL, LLC | 12 | 12 | 0.04% | 0.13% | 0.18% | Q4 2018 | Q3 2021 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.21% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Employees Retirement System of Texas | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
PineBridge Investments, L.P. | 9 | 3 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2019 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Private Advisor Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.10% | 0.22% | Q1 2015 | Q1 2022 | 12 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 11 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 11 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2019 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2019 | 11 |
KENNEDY CAPITAL MANAGEMENT LLC | 9 | 2 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2020 | 11 |
Virtue Capital Management, LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
AFAM CAPITAL, INC. | 11 | 11 | 0.36% | 0.45% | 0.53% | Q2 2013 | Q4 2015 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 1.06% | 1.27% | 1.59% | Q4 2020 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.93% | 1.14% | 1.36% | Q1 2021 | Q3 2023 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 9 | 2 | 0.25% | 0.69% | 1.09% | Q2 2013 | Q1 2016 | 11 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q3 2020 | 11 |
FORSTA AP-FONDEN | 11 | 11 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2019 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 10 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2017 | 11 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 11 |
FUKOKU MUTUAL LIFE INSURANCE Co | 11 | 11 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2018 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.03% | Q4 2015 | Q2 2018 | 10 |
HL FINANCIAL SERVICES LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 10 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 10 |
Newbridge Financial Services Group, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 10 |
Krane Funds Advisors LLC | 7 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q4 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
EDGE ASSET MANAGEMENT, INC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 10 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2023 | 10 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 10 |
CITY HOLDING CO | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Maryland State Retirement & Pension System | 9 | 9 | 0.03% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
COMMERCE BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Freedom Investment Management, Inc. | 5 | 1 | 0.01% | 0.07% | 0.14% | Q3 2016 | Q3 2023 | 9 |
FDx Advisors, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 9 |
Vident Investment Advisory, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
TFS CAPITAL LLC | 5 | 4 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2015 | 9 |
OLD NATIONAL BANCORP /IN/ | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 9 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q1 2016 | Q4 2022 | 9 |
CHICAGO EQUITY PARTNERS LLC | 9 | 9 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q4 2019 | 9 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
6 Meridian | 4 | 1 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q4 2021 | 9 |
CADENCE BANK NA | 9 | 9 | 0.08% | 0.11% | 0.15% | Q2 2020 | Q2 2022 | 9 |
STEPHENS INC /AR/ | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2021 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PANAGORA ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 8 |
Arkadios Wealth Advisors | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 8 |
WULFF, HANSEN & CO. | 8 | 8 | 1.25% | 1.42% | 1.66% | Q4 2021 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2022 | 8 |
First Horizon Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
STATE OF WISCONSIN INVESTMENT BOARD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BOSTON FAMILY OFFICE LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Global Retirement Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q3 2022 | 8 |
Bridgewater Associates | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q2 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.32% | 0.36% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Monarch Partners Asset Management LLC | 8 | 8 | 0.20% | 0.40% | 0.70% | Q2 2014 | Q1 2016 | 8 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.03% | 0.16% | Q4 2017 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Apriem Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Forward Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2016 | 7 |
Sageworth Trust Co | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 7 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2020 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6 | 1 | 0.10% | 0.15% | 0.21% | Q2 2014 | Q1 2016 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q3 2014 | Q2 2019 | 7 |
MENTA CAPITAL LLC | 2 | 1 | 0.03% | 0.11% | 0.20% | Q4 2014 | Q4 2017 | 7 |
LEUTHOLD GROUP, LLC | 4 | 3 | 0.16% | 0.22% | 0.30% | Q2 2014 | Q4 2016 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 7 |
Kepos Capital LP | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q2 2023 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Amundi | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NFJ INVESTMENT GROUP, LLC | 6 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 7 |
ANALYTIC INVESTORS, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Humankind Investments LLC | 7 | 7 | 0.10% | 0.12% | 0.15% | Q3 2021 | Q1 2023 | 7 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
TCF National Bank | 7 | 7 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q1 2021 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Holocene Advisors, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2022 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q2 2023 | 6 |
Sowell Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 6 |
ELCO Management Co., LLC | 3 | 1 | 0.13% | 0.19% | 0.34% | Q2 2017 | Q4 2021 | 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.00% | 0.04% | 0.05% | Q1 2013 | Q2 2018 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q2 2020 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 6 |
CAPSTONE ASSET MANAGEMENT CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q3 2021 | 6 |
DALTON GREINER HARTMAN MAHER & CO | 6 | 6 | 0.12% | 0.78% | 1.34% | Q4 2015 | Q1 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 6 |
DEPRINCE RACE & ZOLLO INC | 5 | 1 | 0.08% | 0.34% | 0.79% | Q4 2013 | Q3 2023 | 6 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2021 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
IFM Investors Pty Ltd | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q2 2023 | 5 |
KEELEY ASSET MANAGEMENT CORP | 5 | 5 | 0.05% | 0.07% | 0.09% | Q4 2015 | Q4 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Numeric Investors LLC | 3 | 2 | 0.02% | 0.07% | 0.10% | Q4 2013 | Q3 2015 | 5 |
Asset Management One Co., Ltd. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 5 |
Financial Architects, Inc | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 5 |
Sustainable Insight Capital Management, LLC | 5 | 5 | 0.13% | 0.17% | 0.23% | Q2 2021 | Q2 2022 | 5 |
APG Asset Management N.V. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 5 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2022 | 5 |
DEERE & CO | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2015 | 5 |
Willow Creek Wealth Management Inc. | 2 | 1 | 0.11% | 0.23% | 0.44% | Q4 2017 | Q2 2023 | 5 |
FRANKLIN RESOURCES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Versor Investments LP | 3 | 2 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q2 2023 | 5 |
Weiss Asset Management LP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q2 2015 | 5 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 0.40% | 0.53% | 0.82% | Q4 2018 | Q4 2019 | 5 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
CenterBook Partners LP | 3 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.06% | 0.12% | Q3 2020 | Q2 2023 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.01% | 0.33% | 0.49% | Q4 2014 | Q1 2017 | 4 |
Inspire Investing, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q1 2020 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 4 | 0.05% | 0.11% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.04% | 0.17% | 0.28% | Q4 2014 | Q2 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 4 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Summit Global Management, Inc. | 4 | 4 | 7.74% | 8.26% | 8.66% | Q4 2013 | Q3 2014 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Beech Hill Advisors, Inc. | 4 | 4 | 0.17% | 0.20% | 0.21% | Q2 2016 | Q1 2017 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 4 | 0.29% | 0.33% | 0.38% | Q1 2018 | Q4 2018 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
Ethic Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Thematics Asset Management | 4 | 4 | 0.40% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
NATIXIS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 4 |
Bruderman Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 3 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
GAM Holding AG | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2019 | Q1 2020 | 3 |
abrdn plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Keeley-Teton Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2017 | 3 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 3 |
Candriam S.C.A. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q4 2019 | 3 |
Meiji Yasuda Asset Management Co Ltd. | 3 | 3 | 0.14% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2015 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q4 2021 | Q2 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Operose Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Walleye Capital LLC | 1 | 1 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.06% | 0.12% | Q3 2020 | Q1 2022 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 3 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.31% | 0.50% | 0.66% | Q4 2015 | Q2 2016 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NATIXIS ADVISORS, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Piermont Capital Management Inc. | 3 | 3 | 0.74% | 0.86% | 1.00% | Q1 2018 | Q3 2018 | 3 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2019 | 3 |
Tibra Equities Europe Ltd | 2 | 2 | 0.29% | 0.42% | 0.54% | Q4 2017 | Q1 2018 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.07% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Boston Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.24% | 0.33% | 0.41% | Q3 2022 | Q4 2022 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.19% | Q3 2016 | Q4 2016 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brandywine Global Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
G&S Capital LLC | 2 | 2 | 0.19% | 0.30% | 0.41% | Q2 2019 | Q3 2019 | 2 |
BSW Wealth Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Maple-Brown Abbott Ltd | 2 | 2 | 1.59% | 2.38% | 3.17% | Q3 2015 | Q4 2015 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Brookfield Asset Management | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q2 2016 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Longbow Capital Partners, L.P. | 2 | 2 | 2.42% | 2.72% | 3.02% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Beck Bode, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q1 2022 | 2 |
PARK NATIONAL CORP /OH/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2016 | Q1 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 1.85% | 1.89% | 1.93% | Q4 2018 | Q1 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Rafferty Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
RB Capital Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Tower View Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q2 2023 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ausbil Investment Management Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2022 | Q4 2022 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Weil Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WALL STREET ASSOCIATES | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Cullen Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
AF Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Airain ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2014 | Q1 2014 | 1 |
Cadence Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2016 | Q2 2016 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
STANCORP INVESTMENT ADVISERS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Atom Investors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own CALIFORNIA WTR SVC GROUP or have owned CALIFORNIA WTR SVC GROUP in the past.