Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.46% | 2.16% | Q2 2013 | Q3 2023 | 125 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.48% | 1.90% | Q2 2013 | Q3 2023 | 117 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 103 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 100 |
Citadel Advisors | 30 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 96 |
TORONTO DOMINION BANK | 43 | 43 | 0.10% | 1.74% | 5.75% | Q1 2013 | Q3 2023 | 83 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.08% | 2.28% | Q1 2012 | Q3 2023 | 80 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 75 |
Cutler Group LLC / CA | 20 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 70 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 65 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 65 |
JANE STREET GROUP, LLC | 33 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 57 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 2.97% | 6.84% | Q1 2013 | Q3 2023 | 56 |
D. E. Shaw & Co., Inc. | 23 | 4 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 55 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 11 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 50 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.26% | 0.82% | Q2 2013 | Q3 2023 | 50 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.04% | 1.44% | 2.48% | Q2 2013 | Q3 2023 | 50 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.07% | 1.20% | 2.61% | Q2 2013 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.05% | 0.12% | 0.28% | Q4 2011 | Q3 2023 | 48 |
WOLVERINE TRADING, LLC | 12 | 3 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 48 |
NOMURA HOLDINGS INC | 13 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 45 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 44 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.13% | 0.28% | Q3 2013 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.03% | 0.27% | 0.79% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.05% | 0.71% | 2.22% | Q2 2013 | Q3 2023 | 42 |
JCIC Asset Management Inc. | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 1.51% | 3.34% | 4.87% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.03% | 1.80% | 2.91% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 0.38% | 3.13% | 7.62% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.10% | 1.84% | 6.25% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.13% | 0.45% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.06% | 1.39% | 3.23% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.07% | 0.13% | 0.19% | Q2 2012 | Q4 2022 | 42 |
Beutel, Goodman & Co Ltd. | 42 | 42 | 0.00% | 2.66% | 6.69% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.93% | 2.28% | 4.02% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.21% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Scheer, Rowlett & Associates Investment Management Ltd. | 42 | 42 | 4.30% | 6.71% | 8.93% | Q2 2013 | Q3 2023 | 42 |
LINCLUDEN MANAGEMENT LTD | 42 | 42 | 0.03% | 3.55% | 6.10% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 0.21% | 0.39% | 0.49% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 1.77% | 2.65% | 4.40% | Q2 2013 | Q3 2023 | 42 |
Tower Research Capital LLC (TRC) | 42 | 42 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.07% | 1.48% | 3.07% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.01% | 0.03% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.23% | 0.86% | 4.28% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.03% | 0.16% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NATIXIS | 42 | 42 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.01% | 0.31% | 1.43% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 35 | 7 | 0.00% | 0.10% | 0.48% | Q1 2013 | Q3 2023 | 42 |
LOGAN CAPITAL MANAGEMENT INC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 2.12% | 3.00% | 3.75% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.27% | 0.72% | 1.41% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 33 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 35 | 6 | 0.05% | 0.19% | 0.46% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.01% | 0.09% | 0.31% | Q3 2013 | Q3 2023 | 41 |
BANK OF HAWAII | 41 | 41 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
K.J. Harrison & Partners Inc | 41 | 41 | 0.09% | 0.56% | 1.27% | Q3 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 30 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 33 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.35% | 0.41% | 0.49% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 37 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Renaissance Technologies | 32 | 7 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 0.50% | 1.51% | 2.62% | Q1 2014 | Q3 2023 | 39 |
Cardinal Capital Management, Inc. | 39 | 39 | 0.03% | 5.32% | 6.83% | Q1 2014 | Q3 2023 | 39 |
VANGUARD GROUP INC | 35 | 3 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 38 |
PINNACLE FINANCIAL PARTNERS INC | 38 | 38 | 0.00% | 0.16% | 0.33% | Q1 2014 | Q2 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 8 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 31 | 7 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 38 | 38 | 0.01% | 0.07% | 0.24% | Q2 2014 | Q3 2023 | 38 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 38 | 38 | 0.01% | 0.47% | 1.69% | Q2 2014 | Q3 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.66% | 1.60% | Q2 2013 | Q3 2022 | 38 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 35 | 1 | 0.00% | 1.37% | 2.84% | Q3 2013 | Q1 2023 | 37 |
VAN ECK ASSOCIATES CORP | 26 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Twin Tree Management, LP | 11 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q2 2023 | 37 |
Janney Montgomery Scott LLC | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 31 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
M&T BANK CORP | 33 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
LSV ASSET MANAGEMENT | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
VOYA INVESTMENT MANAGEMENT LLC | 25 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 37 |
Brinker Capital Investments, LLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 36 |
Korea Investment CORP | 35 | 1 | 0.02% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 36 |
EXANE DERIVATIVES | 29 | 29 | 0.00% | 0.29% | 2.05% | Q4 2014 | Q4 2021 | 36 |
FIL Ltd | 22 | 14 | 0.02% | 0.16% | 1.18% | Q3 2014 | Q3 2023 | 36 |
CIDEL ASSET MANAGEMENT INC | 36 | 36 | 1.13% | 1.86% | 3.10% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.14% | 0.41% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
TRUST CO OF TOLEDO NA /OH/ | 27 | 1 | 0.04% | 0.11% | 0.45% | Q2 2013 | Q4 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 35 | 35 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2021 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 11 | 0.23% | 0.39% | 0.52% | Q2 2013 | Q1 2022 | 35 |
PARK CIRCLE Co | 20 | 14 | 0.20% | 2.63% | 7.34% | Q1 2015 | Q3 2023 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.21% | 0.58% | 1.01% | Q2 2015 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2021 | 34 |
OMERS ADMINISTRATION Corp | 23 | 2 | 0.29% | 2.70% | 5.60% | Q4 2013 | Q3 2023 | 34 |
Neuberger Berman Group LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
PCJ Investment Counsel Ltd. | 23 | 2 | 0.52% | 2.35% | 4.59% | Q2 2013 | Q2 2022 | 34 |
GLENMEDE TRUST CO NA | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 34 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 4 | 0.00% | 0.18% | 0.47% | Q4 2013 | Q3 2023 | 34 |
Lipe & Dalton | 34 | 34 | 2.09% | 3.16% | 4.28% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
LETKO, BROSSEAU & ASSOCIATES INC | 33 | 33 | 0.00% | 1.21% | 2.52% | Q3 2015 | Q3 2023 | 33 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 24 | 8 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 32 |
PORTLAND INVESTMENT COUNSEL INC. | 24 | 8 | 0.74% | 4.45% | 11.94% | Q4 2014 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 29 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 32 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 6 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 32 |
PINNACLE ASSOCIATES LTD | 27 | 5 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Cumberland Partners Ltd | 22 | 9 | 0.03% | 1.38% | 5.66% | Q4 2012 | Q3 2023 | 31 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23 | 8 | 0.12% | 0.37% | 0.80% | Q2 2013 | Q2 2022 | 31 |
Polar Asset Management Partners Inc. | 14 | 1 | 0.01% | 0.28% | 1.05% | Q3 2014 | Q3 2023 | 31 |
Rodgers Brothers Inc. | 21 | 1 | 0.04% | 0.18% | 0.34% | Q3 2013 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.16% | 0.26% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
AGF INVESTMENTS INC. | 19 | 11 | 0.01% | 0.47% | 1.62% | Q2 2013 | Q3 2022 | 30 |
CREDIT AGRICOLE S A | 19 | 11 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 30 |
QS Investors, LLC | 23 | 7 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2021 | 30 |
AMF Tjanstepension AB | 30 | 30 | 0.16% | 0.28% | 0.39% | Q4 2014 | Q1 2022 | 30 |
RAYMOND JAMES TRUST N.A. | 25 | 5 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.04% | 0.13% | Q2 2014 | Q3 2023 | 29 |
CENTRAL TRUST Co | 13 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 29 |
ING GROEP NV | 19 | 1 | 0.00% | 0.10% | 0.33% | Q1 2013 | Q3 2023 | 28 |
Plante Moran Financial Advisors, LLC | 16 | 12 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2023 | 28 |
Texas Yale Capital Corp. | 18 | 1 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q2 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 27 | 27 | 0.03% | 0.17% | 0.72% | Q2 2013 | Q4 2019 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2020 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.16% | 0.47% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.12% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Highstreet Asset Management Inc. | 27 | 27 | 0.04% | 1.34% | 3.82% | Q2 2013 | Q4 2019 | 27 |
DEAN INVESTMENT ASSOCIATES, LLC | 27 | 27 | 0.32% | 0.47% | 0.66% | Q1 2017 | Q3 2023 | 27 |
FORSTA AP-FONDEN | 16 | 1 | 0.11% | 0.27% | 0.66% | Q4 2015 | Q3 2023 | 27 |
Andra AP-fonden | 11 | 5 | 0.02% | 0.20% | 0.44% | Q1 2016 | Q2 2023 | 27 |
Colonial Trust Advisors | 23 | 4 | 0.01% | 0.18% | 0.53% | Q1 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Glassman Wealth Services | 16 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 27 |
Aull & Monroe Investment Management Corp | 27 | 27 | 0.23% | 0.32% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Versant Capital Management, Inc | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2023 | 27 |
BNP Paribas Asset Management Holding S.A. | 24 | 2 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q1 2022 | 26 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2020 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.09% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Lido Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q1 2022 | 26 |
SHUFRO ROSE & CO LLC | 26 | 26 | 0.02% | 0.36% | 0.68% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.20% | 0.29% | 0.33% | Q3 2016 | Q3 2023 | 26 |
VALLEY NATIONAL ADVISERS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 9 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 26 |
FULTON BANK, N.A. | 26 | 26 | 0.03% | 0.11% | 0.19% | Q3 2017 | Q4 2023 | 26 |
Chesley Taft & Associates LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2019 | 26 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 23 | 2 | 0.08% | 0.16% | 0.24% | Q4 2014 | Q3 2023 | 25 |
ASSETMARK, INC | 13 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Paloma Partners Management Co | 10 | 1 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q1 2022 | 25 |
Grove Bank & Trust | 25 | 25 | 0.10% | 0.19% | 0.30% | Q3 2017 | Q3 2023 | 25 |
TRUIST FINANCIAL CORP | 25 | 25 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Hilltop Holdings Inc. | 25 | 25 | 0.06% | 0.11% | 0.17% | Q3 2017 | Q3 2023 | 25 |
CIGNA INVESTMENTS INC /NEW | 25 | 25 | 0.03% | 0.08% | 0.17% | Q3 2017 | Q3 2023 | 25 |
First Bank & Trust | 25 | 25 | 0.28% | 1.01% | 1.75% | Q3 2017 | Q3 2023 | 25 |
WRAPMANAGER INC | 25 | 25 | 0.07% | 0.25% | 0.51% | Q3 2017 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 1 | 0.01% | 0.04% | 0.05% | Q1 2015 | Q4 2023 | 25 |
Hexavest Inc. | 17 | 3 | 0.00% | 0.08% | 0.64% | Q2 2013 | Q3 2021 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.03% | 0.23% | 0.63% | Q1 2016 | Q1 2022 | 25 |
FDx Advisors, Inc. | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 8 | 0.02% | 0.44% | 2.02% | Q1 2017 | Q3 2023 | 25 |
Laurel Wealth Advisors, Inc. | 24 | 24 | 0.05% | 0.11% | 0.20% | Q1 2017 | Q4 2022 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.04% | 0.17% | 0.34% | Q4 2017 | Q3 2023 | 24 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Compagnie Lombard Odier SCmA | 13 | 11 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2019 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.63% | 0.90% | 1.25% | Q4 2017 | Q3 2023 | 24 |
SIG North Trading, ULC | 8 | 8 | 0.04% | 1.25% | 2.71% | Q4 2021 | Q3 2023 | 24 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 24 |
Avior Wealth Management, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
AE Wealth Management LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Lingohr Asset Management GmbH | 14 | 9 | 0.41% | 1.32% | 4.01% | Q2 2013 | Q1 2019 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.10% | 0.37% | Q1 2018 | Q3 2023 | 23 |
Diligent Investors, LLC | 13 | 2 | 0.06% | 0.17% | 0.34% | Q4 2014 | Q1 2022 | 23 |
BOSTON ADVISORS LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.23% | 1.40% | Q4 2012 | Q1 2023 | 23 |
BLAIR WILLIAM & CO/IL | 13 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 23 |
Baskin Financial Services Inc. | 12 | 3 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q2 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 2 | 0.00% | 0.12% | 0.45% | Q3 2015 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 19 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
Cetera Advisors LLC | 17 | 5 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q1 2022 | 22 |
AQR Capital Management | 19 | 1 | 0.00% | 0.16% | 0.25% | Q2 2013 | Q1 2019 | 22 |
STATE STREET CORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 22 |
Onex Canada Asset Management Inc. | 19 | 1 | 0.01% | 0.80% | 1.28% | Q4 2017 | Q3 2023 | 22 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 22 |
Ninety One UK Ltd | 22 | 22 | 0.00% | 0.56% | 1.35% | Q2 2014 | Q3 2019 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.12% | 0.23% | 0.31% | Q2 2013 | Q2 2018 | 21 |
Mondrian Investment Partners LTD | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 21 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 21 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.01% | 0.59% | 2.12% | Q4 2019 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2018 | 21 |
Assenagon Asset Management S.A. | 19 | 2 | 0.00% | 0.03% | 0.38% | Q2 2018 | Q3 2023 | 21 |
PANAGORA ASSET MANAGEMENT INC | 12 | 8 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q2 2018 | 20 |
AFAM CAPITAL, INC. | 20 | 20 | 0.44% | 0.57% | 0.68% | Q4 2013 | Q3 2018 | 20 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.01% | 0.09% | Q1 2011 | Q1 2023 | 20 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
PineBridge Investments, L.P. | 15 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
QV Investors Inc. | 11 | 9 | 0.01% | 4.70% | 10.76% | Q2 2017 | Q2 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Evercore Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2019 | 20 |
Gemmer Asset Management LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 20 |
Galibier Capital Management Ltd. | 20 | 20 | 6.76% | 10.57% | 18.60% | Q4 2018 | Q3 2023 | 20 |
Argent Trust Co | 18 | 2 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q2 2023 | 20 |
Cornerstone Advisors, Inc. | 17 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2020 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.06% | 0.24% | 0.48% | Q3 2017 | Q2 2022 | 20 |
Unigestion Holding SA | 13 | 1 | 0.01% | 0.81% | 1.32% | Q2 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Ativo Capital Management LLC | 15 | 1 | 0.06% | 0.52% | 0.77% | Q2 2013 | Q2 2020 | 19 |
Aspire Private Capital, LLC | 16 | 3 | 0.01% | 0.11% | 0.27% | Q4 2018 | Q3 2023 | 19 |
COZAD ASSET MANAGEMENT INC | 10 | 9 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q2 2023 | 19 |
Quadrature Capital Ltd | 7 | 1 | 0.10% | 0.88% | 2.29% | Q3 2015 | Q2 2023 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.16% | 0.45% | 0.70% | Q1 2019 | Q3 2023 | 19 |
Close Asset Management Ltd | 19 | 19 | 0.01% | 0.13% | 2.02% | Q4 2016 | Q2 2021 | 19 |
TOWER BRIDGE ADVISORS | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Patriot Financial Group Insurance Agency, LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 19 |
Avalon Investment & Advisory | 14 | 5 | 0.02% | 0.16% | 0.55% | Q2 2013 | Q4 2019 | 19 |
Bray Capital Advisors | 19 | 19 | 0.11% | 0.16% | 0.23% | Q4 2014 | Q2 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.13% | 0.26% | 0.36% | Q1 2019 | Q3 2023 | 19 |
Manchester Capital Management LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 18 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.05% | 0.21% | 0.30% | Q1 2016 | Q3 2021 | 18 |
Steward Partners Investment Advisory, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 18 |
Haverford Trust Co | 12 | 6 | 0.01% | 0.21% | 0.53% | Q2 2013 | Q3 2018 | 18 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q2 2022 | 18 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 18 |
D.A. DAVIDSON & CO. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.24% | 3.52% | 4.81% | Q2 2013 | Q3 2017 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 18 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 18 | 18 | 0.50% | 1.72% | 2.75% | Q3 2017 | Q4 2021 | 18 |
Crestwood Advisors Group, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2023 | 18 |
Baird Financial Group, Inc. | 17 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2021 | 18 |
BlackRock Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
PRUDENTIAL PLC | 17 | 1 | 0.00% | 0.06% | 0.10% | Q4 2015 | Q3 2020 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.04% | 0.15% | Q2 2014 | Q1 2023 | 17 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.08% | 0.29% | Q4 2013 | Q3 2023 | 17 |
PDT Partners, LLC | 9 | 1 | 0.02% | 0.09% | 0.22% | Q3 2013 | Q3 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Verition Fund Management LLC | 6 | 1 | 0.01% | 0.55% | 4.55% | Q3 2013 | Q2 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.12% | 0.19% | 0.33% | Q2 2013 | Q2 2017 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.04% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Icon Wealth Partners, LLC | 6 | 2 | 0.01% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Pine River Capital Management L.P. | 15 | 15 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q4 2016 | 17 |
Capital Analysts, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 17 |
NICOLA WEALTH MANAGEMENT LTD. | 17 | 17 | 1.07% | 1.78% | 2.30% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.04% | 0.19% | Q4 2019 | Q4 2023 | 17 |
SEI INVESTMENTS CO | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2020 | 17 |
Shoker Investment Counsel, Inc. | 12 | 5 | 0.16% | 0.24% | 0.29% | Q4 2013 | Q4 2019 | 17 |
Value Partners Investments Inc. | 16 | 16 | 4.61% | 5.48% | 6.59% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 16 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 16 |
FIRST QUADRANT LLC/CA | 16 | 16 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 16 |
Mutual Advisors, LLC | 12 | 4 | 0.01% | 0.06% | 0.22% | Q4 2017 | Q2 2023 | 16 |
BAROMETER CAPITAL MANAGEMENT INC. | 7 | 1 | 0.19% | 2.10% | 3.84% | Q3 2014 | Q2 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.01% | 0.07% | 0.14% | Q3 2015 | Q2 2019 | 16 |
Simplicity Solutions, LLC | 13 | 3 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 16 |
VAUGHAN & Co SECURITIES, INC. | 16 | 16 | 0.38% | 0.48% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Allworth Financial LP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 16 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 3 | 0.00% | 0.33% | 0.80% | Q4 2013 | Q1 2018 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.02% | 0.11% | Q4 2017 | Q2 2022 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Investors Research Corp | 15 | 15 | 0.22% | 0.34% | 0.44% | Q1 2020 | Q3 2023 | 15 |
Voya Financial Advisors, Inc. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q1 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Ninety One SA (PTY) Ltd | 15 | 15 | 0.01% | 0.25% | 0.83% | Q2 2016 | Q4 2019 | 15 |
EAGLE ASSET MANAGEMENT INC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2020 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
PRUDENTIAL FINANCIAL INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Magnetar Financial LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2021 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q1 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2019 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Lombard Odier Asset Management (Europe) Ltd | 8 | 1 | 0.02% | 0.04% | 0.21% | Q2 2016 | Q3 2020 | 15 |
MU Investments Co., Ltd. | 10 | 5 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 15 |
First Allied Advisory Services, Inc. | 14 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2020 | 15 |
Wealth Alliance | 15 | 15 | 0.05% | 0.15% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q4 2019 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 14 |
Arkos Global Advisors | 14 | 14 | 0.06% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Freedom Investment Management, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2020 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2021 | 14 |
Greystone Managed Investments Inc. | 14 | 14 | 0.30% | 0.44% | 0.70% | Q2 2013 | Q3 2016 | 14 |
Varma Mutual Pension Insurance Co | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
INTRUST BANK NA | 10 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 14 |
CIBC Private Wealth Group, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 14 |
BOKF, NA | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.80% | 1.50% | 2.83% | Q3 2019 | Q4 2022 | 14 |
COMERICA SECURITIES,INC. | 11 | 3 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
AlphaCrest Capital Management LLC | 9 | 5 | 0.02% | 0.30% | 0.80% | Q4 2018 | Q3 2022 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 6 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 14 |
FineMark National Bank & Trust | 10 | 4 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 14 |
MACQUARIE GROUP LTD | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 14 |
FRED ALGER MANAGEMENT, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 13 |
Asset Dedication, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
Graves Light Lenhart Wealth, Inc. | 13 | 13 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q4 2021 | 13 |
Townsend & Associates, Inc | 13 | 13 | 0.17% | 1.62% | 2.28% | Q4 2017 | Q4 2020 | 13 |
Kassirer Asset Management Corp | 12 | 1 | 0.20% | 1.43% | 8.01% | Q1 2016 | Q2 2019 | 13 |
McIlrath & Eck, LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 12 | 1 | 0.01% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q3 2020 | 13 |
RATIONAL ADVISORS LLC | 13 | 13 | 0.03% | 0.17% | 0.25% | Q4 2010 | Q4 2013 | 13 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 13 | 13 | 0.02% | 0.07% | 0.10% | Q3 2017 | Q3 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 3 | 0.01% | 0.04% | 0.19% | Q3 2019 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 13 |
ProVise Management Group, LLC | 12 | 1 | 0.03% | 0.07% | 0.13% | Q2 2014 | Q4 2017 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 2 | 0.04% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 13 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 8 | 5 | 0.03% | 0.09% | 0.16% | Q4 2013 | Q1 2017 | 13 |
Vantage Investment Partners, LLC | 13 | 13 | 0.40% | 0.78% | 1.25% | Q1 2017 | Q1 2020 | 13 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.12% | 0.22% | Q4 2018 | Q3 2021 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 1.35% | 1.96% | 2.40% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
MSI Financial Services Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 12 |
ClearBridge Investments | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2022 | 12 |
NEXT Financial Group, Inc | 5 | 2 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q4 2021 | 12 |
BAHL & GAYNOR INC | 12 | 12 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Ninety One North America, Inc. | 12 | 12 | 0.16% | 0.92% | 2.80% | Q4 2014 | Q3 2017 | 12 |
BROWN BROTHERS HARRIMAN & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.29% | 0.46% | 0.58% | Q3 2017 | Q2 2020 | 12 |
Tacita Capital Inc | 12 | 12 | 0.17% | 0.34% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.06% | 0.23% | Q1 2017 | Q3 2021 | 12 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.10% | 0.28% | 0.62% | Q4 2013 | Q3 2016 | 12 |
USS Investment Management Ltd | 9 | 3 | 0.07% | 0.11% | 0.24% | Q2 2017 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 12 |
HighVista Strategies LLC | 12 | 12 | 0.10% | 0.17% | 0.28% | Q4 2013 | Q3 2016 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.63% | 0.75% | 0.89% | Q4 2018 | Q3 2021 | 12 |
DAVENPORT & Co LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Barnett & Company, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2021 | 12 |
Strategic Global Advisors, LLC | 10 | 2 | 0.11% | 0.18% | 0.35% | Q1 2017 | Q3 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q2 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.16% | 0.20% | 0.29% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Bridgewater Associates | 12 | 12 | 0.04% | 0.10% | 0.20% | Q2 2017 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2021 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.21% | 0.32% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Avidian Wealth Solutions, LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 12 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2022 | 11 |
ALLSTATE CORP | 11 | 11 | 0.40% | 0.75% | 1.24% | Q2 2013 | Q4 2015 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
North Star Investment Management Corp. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hazelview Securities Inc. | 11 | 11 | 0.68% | 1.09% | 2.02% | Q1 2017 | Q3 2019 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Realta Investment Advisors | 7 | 4 | 0.05% | 0.08% | 0.15% | Q1 2019 | Q1 2022 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.04% | 0.31% | Q1 2015 | Q3 2018 | 11 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q1 2019 | 11 |
MUFG Americas Holdings Corp | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2018 | 11 |
JNBA Financial Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 11 |
Taylor Frigon Capital Management LLC | 6 | 5 | 0.72% | 0.87% | 0.98% | Q1 2015 | Q4 2018 | 11 |
OSSIAM | 6 | 5 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 11 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.02% | 0.18% | Q3 2015 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.14% | 0.84% | 1.62% | Q2 2013 | Q4 2015 | 11 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q3 2023 | 11 |
Nikko Asset Management Americas, Inc. | 10 | 1 | 0.02% | 0.13% | 0.27% | Q4 2014 | Q2 2018 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2020 | 11 |
Te Ahumairangi Investment Management Ltd | 6 | 5 | 0.45% | 0.63% | 0.85% | Q3 2020 | Q3 2023 | 11 |
TDAM USA INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Balentine LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 11 |
AHL Partners LLP | 11 | 11 | 0.01% | 0.10% | 0.31% | Q2 2015 | Q4 2017 | 11 |
Investment Management Corp of Ontario | 10 | 1 | 0.19% | 0.48% | 1.07% | Q4 2020 | Q3 2023 | 11 |
Lantz Financial LLC | 8 | 3 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Valmark Advisers, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 11 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.49% | 1.86% | 2.68% | Q3 2017 | Q1 2020 | 11 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2017 | 10 |
Vontobel Holding Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 10 |
Bartlett & Co. LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.12% | 0.31% | Q4 2016 | Q2 2023 | 10 |
FORA Capital, LLC | 5 | 1 | 0.07% | 0.17% | 0.40% | Q4 2019 | Q1 2023 | 10 |
Bell Bank | 10 | 10 | 0.32% | 0.63% | 0.76% | Q2 2013 | Q3 2015 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 10 |
WESPAC Advisors SoCal, LLC | 10 | 10 | 2.08% | 2.42% | 2.65% | Q4 2016 | Q1 2019 | 10 |
Achmea Investment Management B.V. | 10 | 10 | 0.00% | 0.10% | 0.25% | Q1 2021 | Q2 2023 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CIBC BANK USA | 10 | 10 | 0.52% | 0.59% | 0.73% | Q3 2017 | Q4 2019 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.05% | 0.13% | 0.30% | Q4 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.12% | Q3 2019 | Q2 2023 | 10 |
Checchi Capital Advisers, LLC | 7 | 1 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q3 2022 | 10 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.04% | 0.10% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Wealthcare Advisory Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Amundi | 10 | 10 | 0.04% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.03% | 0.30% | 0.63% | Q3 2016 | Q1 2022 | 10 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 10 | 10 | 0.01% | 0.04% | 0.13% | Q4 2019 | Q1 2022 | 10 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.04% | 0.19% | 0.76% | Q4 2016 | Q2 2022 | 10 |
Daiwa Securities Group Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2022 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 10 |
Sawyer & Company, Inc | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2020 | 9 |
SEGALL BRYANT & HAMILL, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 9 |
First PREMIER Bank | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 9 |
Summit Global Investments | 5 | 4 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q2 2022 | 9 |
Y-Intercept (Hong Kong) Ltd | 6 | 3 | 0.10% | 0.22% | 0.46% | Q4 2020 | Q2 2023 | 9 |
Wealth Advisors of Tampa Bay, LLC | 9 | 9 | 1.56% | 1.69% | 1.85% | Q4 2017 | Q4 2019 | 9 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q2 2023 | 9 |
Financial Architects, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 9 |
First American Bank | 9 | 9 | 0.19% | 0.24% | 0.30% | Q2 2013 | Q2 2015 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.03% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Taylor Hoffman Wealth Management | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 9 |
Triasima Portfolio Management inc. | 8 | 1 | 0.02% | 2.80% | 5.09% | Q4 2020 | Q2 2023 | 9 |
Versor Investments LP | 3 | 1 | 0.03% | 0.29% | 1.73% | Q1 2017 | Q3 2023 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2023 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Pendal Group Ltd | 9 | 9 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q4 2022 | 9 |
Artemis Investment Management LLP | 9 | 9 | 0.03% | 0.08% | 0.14% | Q3 2020 | Q3 2022 | 9 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 9 |
Eliot Finkel Investment Counsel, LLC | 9 | 9 | 0.62% | 0.78% | 0.92% | Q2 2017 | Q2 2019 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 9 |
Americana Partners, LLC | 9 | 9 | 0.03% | 0.07% | 0.16% | Q2 2021 | Q2 2023 | 9 |
STRS OHIO | 5 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 9 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.07% | 0.20% | Q1 2015 | Q2 2023 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 6 | 3 | 0.07% | 0.18% | 0.44% | Q2 2020 | Q4 2022 | 9 |
DUNCKER STREETT & CO INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 9 |
NorthCoast Asset Management LLC | 4 | 4 | 0.06% | 0.21% | 0.27% | Q2 2013 | Q3 2017 | 8 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Mascoma Wealth Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.07% | 0.23% | 0.51% | Q1 2018 | Q2 2023 | 8 |
Trutina Financial LLC | 8 | 8 | 1.34% | 1.65% | 1.98% | Q1 2015 | Q4 2016 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 8 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 8 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.17% | 0.32% | 0.57% | Q2 2016 | Q1 2019 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Center For Asset Management LLC | 5 | 3 | 0.17% | 0.25% | 0.39% | Q1 2021 | Q1 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONROE BANK & TRUST/MI | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 8 |
TEACHERS ADVISORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2019 | 8 |
Vident Investment Advisory, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q2 2023 | 8 |
EULAV Asset Management | 8 | 8 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q1 2015 | 8 |
INR ADVISORY SERVICES LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 8 |
DEERE & CO | 5 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 8 |
Legg Mason Asset Management (Japan) Co., Ltd. | 8 | 8 | 0.58% | 1.02% | 1.53% | Q2 2016 | Q1 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2018 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 2.29% | 3.65% | 4.20% | Q2 2013 | Q1 2015 | 8 |
Freestone Capital Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.07% | 0.31% | Q3 2013 | Q2 2017 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.44% | 0.50% | 0.63% | Q3 2013 | Q2 2015 | 8 |
Counsel Portfolio Services Inc. | 5 | 1 | 0.05% | 0.25% | 0.45% | Q2 2013 | Q2 2016 | 8 |
Cooperatieve Rabobank U.A. | 4 | 4 | 0.10% | 1.21% | 2.41% | Q3 2013 | Q3 2015 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.20% | 0.28% | 0.59% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.35% | 0.85% | 1.50% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 1.74% | 2.28% | 2.65% | Q4 2021 | Q3 2023 | 8 |
Clark Capital Management Group, Inc. | 4 | 1 | 0.04% | 0.19% | 0.40% | Q2 2013 | Q1 2017 | 8 |
WASHINGTON TRUST BANK | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.17% | 0.22% | 0.42% | Q4 2021 | Q3 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 2 | 0.19% | 0.25% | 0.38% | Q4 2018 | Q4 2020 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q1 2018 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q1 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.32% | 0.42% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
Quantinno Capital Management LP | 4 | 3 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 7 |
TOBAM | 7 | 7 | 0.02% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Natixis Investment Managers International | 3 | 2 | 0.01% | 0.07% | 0.24% | Q1 2014 | Q2 2022 | 7 |
Numeric Investors LLC | 7 | 7 | 0.01% | 0.17% | 0.33% | Q2 2016 | Q4 2017 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.09% | 0.24% | 0.42% | Q3 2018 | Q1 2020 | 7 |
City Financial Investment Co Ltd | 5 | 5 | 0.04% | 0.92% | 2.21% | Q3 2017 | Q3 2018 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.14% | 0.38% | Q1 2017 | Q1 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2016 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.17% | 0.25% | 0.30% | Q3 2021 | Q1 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.13% | 0.15% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Strategic Investment Advisors / MI | 6 | 1 | 0.11% | 0.17% | 0.21% | Q4 2018 | Q3 2020 | 7 |
Joel Isaacson & Co., LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.05% | 0.07% | 0.11% | Q2 2017 | Q4 2018 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 7 |
Bison Wealth, LLC | 7 | 7 | 0.20% | 0.26% | 0.33% | Q2 2018 | Q4 2019 | 7 |
CITY NATIONAL BANK | 7 | 7 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Thornmark Asset Management Inc. | 7 | 7 | 0.23% | 0.67% | 0.81% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2022 | 7 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 7 | 0.07% | 0.19% | 0.28% | Q3 2020 | Q1 2022 | 7 |
Israel Discount Bank of New York | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Daiwa SB Investments Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2018 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.24% | 0.67% | Q2 2014 | Q2 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2020 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
GABELLI FUNDS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
DAVIS-REA LTD. | 7 | 7 | 0.46% | 0.61% | 0.87% | Q2 2013 | Q4 2014 | 7 |
CGOV Asset Management | 7 | 7 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q1 2018 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2017 | 7 |
Capital World Investors | 7 | 7 | 0.06% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.09% | 0.17% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Renasant Bank | 6 | 6 | 0.18% | 0.26% | 0.35% | Q4 2020 | Q1 2022 | 6 |
First Personal Financial Services | 6 | 6 | 0.58% | 0.64% | 0.71% | Q4 2016 | Q1 2018 | 6 |
Signition LP | 6 | 6 | 0.15% | 0.99% | 2.54% | Q3 2018 | Q4 2019 | 6 |
Partners Value Investments L.P. | 6 | 6 | 0.14% | 0.57% | 1.64% | Q3 2017 | Q4 2018 | 6 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Manitou Investment Management Ltd. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Banco de Sabadell, S.A | 5 | 1 | 0.15% | 0.20% | 0.26% | Q1 2018 | Q3 2019 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.09% | 0.25% | Q3 2019 | Q4 2021 | 6 |
Quantitative Investment Management, LLC | 4 | 2 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q4 2019 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.08% | 0.70% | 0.96% | Q4 2015 | Q1 2017 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
West Family Investments, Inc. | 6 | 6 | 0.07% | 0.08% | 0.12% | Q2 2021 | Q3 2022 | 6 |
Optiver Holding B.V. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q1 2017 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.01% | 0.30% | 0.49% | Q3 2018 | Q1 2022 | 6 |
COMERICA SECURITIES INC | 5 | 1 | 0.04% | 0.07% | 0.18% | Q2 2014 | Q4 2018 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Brookfield Asset Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Ninepoint Partners LP | 5 | 1 | 0.68% | 1.81% | 3.52% | Q3 2017 | Q1 2019 | 6 |
Kovitz Investment Group Partners, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q1 2020 | 6 |
DC Investments Management, LLC | 4 | 2 | 0.09% | 0.17% | 0.27% | Q4 2017 | Q3 2019 | 6 |
MUFG SECURITIES (CANADA), LTD. | 6 | 6 | 1.31% | 5.71% | 14.49% | Q4 2020 | Q1 2022 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
HighPoint Advisor Group LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q4 2019 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Tower View Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Monaco Asset Management SAM | 3 | 2 | 0.49% | 1.66% | 3.17% | Q4 2019 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 3 | 0.03% | 0.11% | 0.21% | Q4 2020 | Q2 2022 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.02% | Q1 2023 | Q2 2023 | 5 |
MAIRS & POWER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q3 2017 | Q3 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q4 2017 | 5 |
Caprock Group, LLC | 4 | 1 | 0.04% | 0.06% | 0.10% | Q1 2016 | Q2 2020 | 5 |
BROWN ADVISORY INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Power Corp of Canada | 5 | 5 | 0.23% | 0.31% | 0.39% | Q3 2022 | Q3 2023 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2018 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.19% | 0.30% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Core Alternative Capital | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 5 |
Haverford Financial Services, Inc. | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2013 | Q3 2014 | 5 |
Zurich Insurance Group Ltd/FI | 3 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Hutchin Hill Capital, LP | 5 | 5 | 0.12% | 0.22% | 0.28% | Q3 2015 | Q3 2016 | 5 |
Granahan Investment Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 5 |
Sound Income Strategies, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2012 | Q4 2013 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.07% | 0.19% | 0.28% | Q4 2016 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Intelligent Financial Strategies | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Cadence Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
Lenox Wealth Management, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
National Pension Service | 4 | 1 | 0.17% | 0.19% | 0.24% | Q4 2016 | Q1 2020 | 5 |
EdgePoint Investment Group Inc. | 5 | 5 | 0.27% | 0.37% | 0.45% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.36% | 0.55% | 0.65% | Q2 2013 | Q3 2014 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Sentry Investments Corp. | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2015 | Q3 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Carnick & Kubik, LLC | 5 | 5 | 0.38% | 0.42% | 0.48% | Q2 2014 | Q2 2015 | 5 |
Cypress Capital Group | 5 | 5 | 0.05% | 0.19% | 0.62% | Q2 2013 | Q2 2014 | 5 |
Archer Investment Corp | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Citizens National Bank Trust Department | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.36% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
ORRSTOWN FINANCIAL SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Algebris Investments (UK) LLP | 2 | 1 | 0.34% | 1.53% | 3.59% | Q2 2015 | Q1 2017 | 4 |
Roof Eidam Maycock Peralta, LLC | 4 | 4 | 0.68% | 0.74% | 0.81% | Q2 2017 | Q1 2018 | 4 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
HHM Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.22% | 0.57% | 0.93% | Q4 2018 | Q2 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 4 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q4 2022 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.18% | 0.21% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 4 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.01% | 0.98% | 1.85% | Q1 2017 | Q3 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.09% | 0.14% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Ethic Inc. | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.22% | 0.28% | 0.30% | Q4 2020 | Q2 2023 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.10% | 0.22% | Q2 2017 | Q1 2019 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mawer Investment Management Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2018 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.64% | 1.24% | 1.76% | Q3 2014 | Q2 2015 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2020 | 4 |
TCG Advisory Services, LLC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 4 |
Gateway Advisory, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2021 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
Flat Footed LLC | 4 | 4 | 0.84% | 2.49% | 3.70% | Q3 2022 | Q2 2023 | 4 |
FNY Partners Fund LP | 3 | 1 | 0.01% | 1.05% | 1.63% | Q4 2016 | Q4 2017 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
First County Bank /CT/ | 4 | 4 | 0.40% | 0.48% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.75% | 0.77% | 0.82% | Q2 2014 | Q1 2015 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Perpetual Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q4 2018 | 3 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2015 | 3 |
Canoe Financial LP | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Anson Funds Management LP | 2 | 1 | 0.55% | 6.23% | 9.86% | Q1 2016 | Q4 2017 | 3 |
Engineers Gate Manager LP | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q4 2022 | 3 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
True Wealth Design, LLC | 3 | 3 | 0.27% | 0.30% | 0.32% | Q4 2022 | Q2 2023 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.26% | 0.42% | Q3 2021 | Q1 2022 | 3 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2016 | Q2 2022 | 3 |
WP Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Allred Capital Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q3 2019 | Q1 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q2 2020 | 3 |
Willow Street Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q1 2018 | Q1 2021 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q4 2019 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Coastline Trust Co | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q2 2015 | 3 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q2 2022 | 3 |
Estabrook Capital Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q1 2017 | 3 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.07% | 0.14% | 0.18% | Q2 2017 | Q4 2017 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2017 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2023 | 3 |
Utah Retirement Systems | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.65% | 0.72% | 0.85% | Q2 2013 | Q1 2015 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.17% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Truadvice, LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
TCWP LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2017 | 3 |
Man Investments Ltd | 2 | 1 | 0.03% | 0.08% | 0.18% | Q3 2013 | Q2 2014 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Silver Point Capital L.P. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
EMFO, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q4 2022 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2013 | 3 |
XTX Topco Ltd | 3 | 3 | 0.07% | 0.12% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q2 2019 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 3 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 3 |
BANCED CORP | 3 | 3 | 0.29% | 0.33% | 0.36% | Q1 2014 | Q3 2014 | 3 |
Covenant Partners, LLC | 2 | 1 | 0.10% | 0.13% | 0.14% | Q4 2018 | Q1 2020 | 3 |
SEEYOND | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 0.29% | 0.31% | 0.33% | Q4 2013 | Q2 2014 | 3 |
COWEN INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Community Financial Services Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
FORTEM FINANCIAL GROUP, LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q4 2018 | Q2 2019 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.47% | 1.51% | 1.53% | Q2 2013 | Q4 2013 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.22% | 0.25% | 0.26% | Q2 2023 | Q4 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2017 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.14% | 0.28% | 0.36% | Q4 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.06% | 0.10% | 0.18% | Q1 2017 | Q1 2018 | 3 |
CONTINENTAL ADVISORS LLC | 3 | 3 | 0.44% | 0.47% | 0.50% | Q1 2017 | Q3 2017 | 3 |
SEI TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BURNS J W & CO INC/NY | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2021 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
FAS Wealth Partners, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q4 2016 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
B. Riley Wealth Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q3 2015 | Q4 2015 | 2 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.21% | 0.27% | Q1 2017 | Q2 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Private Vista, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Veritable, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SPROTT INC. | 1 | 1 | 0.04% | 0.76% | 1.48% | Q3 2015 | Q2 2017 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
First National Bank of Hutchinson | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Five Oceans Advisors | 1 | 1 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q3 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.59% | 0.75% | 0.90% | Q4 2014 | Q1 2015 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.12% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
NewGen Asset Management Ltd | 2 | 2 | 1.64% | 3.87% | 6.11% | Q4 2022 | Q1 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ARS Investment Partners, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q3 2022 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.12% | 0.18% | 0.25% | Q1 2021 | Q2 2022 | 2 |
Windsor Creek Advisors, LLC | 2 | 2 | 0.21% | 0.32% | 0.42% | Q1 2019 | Q2 2019 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2022 | Q3 2022 | 2 |
ARGENT TRUST Co | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2017 | Q1 2018 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 2 |
Handelsbanken Fonder AB | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 3.88% | 3.93% | 3.99% | Q2 2013 | Q3 2013 | 2 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q2 2021 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2014 | Q4 2014 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2014 | Q3 2015 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.16% | 0.17% | 0.18% | Q3 2019 | Q4 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Foresight Global Investors, Inc. | 2 | 2 | 8.32% | 8.63% | 8.93% | Q2 2023 | Q3 2023 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2017 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
IMS Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2022 | 2 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
True North Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2013 | Q1 2013 | 1 |
Capital Research Global Investors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2015 | Q3 2015 | 1 |
CERTUITY, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nair Vinay | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2015 | Q1 2015 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
Astrantus Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2022 | Q1 2022 | 1 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2014 | Q1 2014 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Weaver C. Barksdale & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Retirement Systems of Alabama | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
State of Wyoming | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2017 | Q1 2017 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 2.66% | 2.66% | 2.66% | Q3 2020 | Q3 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2017 | Q2 2017 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Broderick Brian C | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CenterBook Partners LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
OTA Financial Group L.P. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2016 | Q3 2016 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Goodman Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2017 | Q2 2017 | 1 |
NJ State Employees Deferred Compensation Plan | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2017 | Q2 2017 | 1 |
Diametric Capital, LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2013 | Q4 2013 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2017 | Q2 2017 | 1 |
Opera Trading Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2016 | Q1 2016 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
QUATTRO FINANCIAL ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2017 | Q3 2017 | 1 |
LMR Partners LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Swiss National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Arizona State Retirement System | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BERKLEY W R CORP | 1 | 1 | 2.25% | 2.25% | 2.25% | Q2 2017 | Q2 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MONTRUSCO BOLTON INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2019 | Q1 2019 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
QVT Financial LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2013 | Q3 2013 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2013 | Q2 2013 | 1 |
MIROVA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own CDN IMPERIAL BK COMM TORONTO or have owned CDN IMPERIAL BK COMM TORONTO in the past.