Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 114 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2023 | 101 |
Walleye Trading LLC | 25 | 14 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2023 | 95 |
Citadel Advisors | 40 | 40 | 0.00% | 0.03% | 0.48% | Q2 2013 | Q1 2023 | 94 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q1 2023 | 89 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.34% | 1.17% | Q2 2013 | Q1 2023 | 84 |
TORONTO DOMINION BANK | 41 | 41 | 0.00% | 0.35% | 1.49% | Q1 2013 | Q1 2023 | 81 |
JANE STREET GROUP, LLC | 37 | 37 | 0.00% | 0.01% | 0.17% | Q1 2014 | Q1 2023 | 78 |
D. E. Shaw & Co., Inc. | 32 | 7 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q1 2023 | 77 |
Twin Tree Management, LP | 13 | 1 | 0.00% | 0.06% | 0.35% | Q4 2012 | Q4 2022 | 71 |
CAPITAL FUND MANAGEMENT S.A. | 16 | 1 | 0.00% | 0.07% | 0.59% | Q2 2013 | Q1 2023 | 68 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.34% | 0.85% | Q2 2013 | Q4 2022 | 68 |
TWO SIGMA INVESTMENTS, LP | 34 | 2 | 0.00% | 0.11% | 0.55% | Q3 2013 | Q1 2023 | 66 |
GOLDMAN SACHS GROUP INC | 40 | 4 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q1 2023 | 57 |
HUNTINGTON NATIONAL BANK | 31 | 25 | 0.00% | 0.01% | 0.15% | Q1 2009 | Q1 2023 | 56 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q2 2018 | 51 |
CIBC WORLD MARKET INC. | 40 | 40 | 0.00% | 0.95% | 1.83% | Q2 2013 | Q1 2023 | 50 |
UBS Group AG | 34 | 34 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 49 |
MUFG Americas Holdings Corp | 44 | 3 | 0.00% | 0.02% | 0.05% | Q4 2010 | Q3 2022 | 47 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 46 | 46 | 0.05% | 0.08% | 0.14% | Q4 2011 | Q1 2023 | 46 |
HSBC HOLDINGS PLC | 45 | 45 | 0.01% | 0.02% | 0.04% | Q1 2012 | Q1 2023 | 45 |
SCOTIA CAPITAL INC. | 40 | 40 | 0.03% | 0.64% | 1.35% | Q2 2013 | Q1 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2017 | 45 |
DEUTSCHE BANK AG\ | 39 | 39 | 0.00% | 0.07% | 0.24% | Q3 2013 | Q1 2023 | 44 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q4 2022 | 43 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 43 |
Heronetta Management, L.P. | 42 | 42 | 0.20% | 4.08% | 7.41% | Q4 2012 | Q1 2023 | 42 |
NORGES BANK | 40 | 2 | 0.08% | 0.13% | 0.27% | Q2 2012 | Q4 2022 | 42 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q1 2023 | 41 |
CREDIT SUISSE AG/ | 38 | 38 | 0.00% | 0.06% | 0.27% | Q4 2013 | Q1 2023 | 41 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.09% | Q4 2015 | Q1 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 41 | 41 | 0.00% | 0.08% | 0.52% | Q1 2013 | Q1 2023 | 41 |
Creative Planning | 40 | 40 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 41 |
BANK OF NOVA SCOTIA | 41 | 41 | 0.00% | 0.66% | 1.85% | Q1 2013 | Q1 2023 | 41 |
ClearBridge Investments | 40 | 40 | 0.00% | 0.09% | 0.34% | Q2 2013 | Q1 2023 | 40 |
PINNACLE ASSOCIATES LTD | 40 | 40 | 0.02% | 0.10% | 0.60% | Q2 2013 | Q1 2023 | 40 |
M&R CAPITAL MANAGEMENT INC | 40 | 40 | 0.26% | 0.34% | 0.49% | Q2 2013 | Q1 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.08% | 0.11% | 0.18% | Q2 2013 | Q1 2023 | 40 |
BESSEMER GROUP INC | 40 | 40 | 0.00% | 0.07% | 0.66% | Q2 2013 | Q1 2023 | 40 |
CULLEN/FROST BANKERS, INC. | 40 | 40 | 0.02% | 0.48% | 0.69% | Q2 2013 | Q1 2023 | 40 |
Swiss National Bank | 40 | 40 | 0.10% | 0.19% | 0.42% | Q2 2013 | Q1 2023 | 40 |
Bank of New York Mellon Corp | 40 | 40 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 40 |
Asset Management Group, Inc. | 40 | 40 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q1 2023 | 40 |
AVIVA PLC | 40 | 40 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Fiera Capital Corp | 40 | 40 | 0.46% | 0.82% | 1.26% | Q2 2013 | Q1 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 40 |
Addenda Capital Inc. | 40 | 40 | 0.72% | 1.91% | 3.69% | Q2 2013 | Q1 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 40 | 40 | 0.07% | 0.11% | 0.17% | Q2 2013 | Q1 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 28 | 1 | 0.00% | 0.08% | 0.33% | Q3 2013 | Q1 2023 | 40 |
FIFTH THIRD BANCORP | 40 | 40 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 40 | 40 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q1 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q1 2023 | 40 |
APG Asset Management N.V. | 40 | 40 | 0.06% | 0.09% | 0.19% | Q2 2013 | Q1 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 40 | 40 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2023 | 40 |
Canal Insurance CO | 40 | 40 | 1.76% | 2.33% | 3.51% | Q2 2013 | Q1 2023 | 40 |
Cubist Systematic Strategies, LLC | 34 | 1 | 0.00% | 0.04% | 0.26% | Q2 2014 | Q1 2023 | 40 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 40 | 40 | 0.05% | 0.37% | 0.75% | Q2 2013 | Q1 2023 | 40 |
EAGLE GLOBAL ADVISORS LLC | 40 | 40 | 0.09% | 0.40% | 0.90% | Q2 2013 | Q1 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q1 2023 | 40 |
Beutel, Goodman & Co Ltd. | 40 | 40 | 1.03% | 2.09% | 3.07% | Q2 2013 | Q1 2023 | 40 |
Alberta Investment Management Corp | 40 | 40 | 0.03% | 0.94% | 2.22% | Q2 2013 | Q1 2023 | 40 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 40 | 40 | 0.00% | 0.25% | 0.80% | Q2 2013 | Q1 2023 | 40 |
Haverford Trust Co | 40 | 40 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2023 | 40 |
STATE OF WISCONSIN INVESTMENT BOARD | 40 | 40 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q1 2023 | 40 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 40 | 40 | 0.17% | 0.25% | 0.43% | Q2 2013 | Q1 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2023 | 40 |
AMERICAN CENTURY COMPANIES INC | 40 | 40 | 0.05% | 0.18% | 0.53% | Q2 2013 | Q1 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 40 | 40 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q1 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 40 | 40 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q1 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.09% | 0.15% | 0.22% | Q2 2013 | Q1 2023 | 40 |
D.A. DAVIDSON & CO. | 40 | 40 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q1 2023 | 40 |
AXA S.A. | 40 | 40 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2023 | 40 |
MACKENZIE FINANCIAL CORP | 40 | 40 | 0.08% | 1.10% | 1.93% | Q2 2013 | Q1 2023 | 40 |
OPPENHEIMER & CO INC | 40 | 40 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q1 2023 | 40 |
M&T BANK CORP | 40 | 40 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2023 | 40 |
Estabrook Capital Management | 40 | 40 | 0.61% | 0.96% | 1.37% | Q2 2013 | Q1 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q1 2023 | 40 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 40 |
BROWN ADVISORY INC | 40 | 40 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2023 | 40 |
CIBC Asset Management Inc | 40 | 40 | 0.10% | 1.66% | 2.81% | Q2 2013 | Q1 2023 | 40 |
WHITTIER TRUST CO | 40 | 40 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.07% | 0.39% | 0.81% | Q2 2013 | Q1 2023 | 40 |
BANK OF NOVA SCOTIA TRUST CO | 40 | 40 | 0.38% | 1.14% | 2.38% | Q2 2013 | Q1 2023 | 40 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2023 | 40 |
Neuberger Berman Group LLC | 40 | 40 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 40 |
FMR LLC | 40 | 40 | 0.03% | 0.16% | 0.44% | Q2 2013 | Q1 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2023 | 40 |
BOWEN HANES & CO INC | 40 | 40 | 0.05% | 0.16% | 1.27% | Q2 2013 | Q1 2023 | 40 |
INTRUST BANK NA | 40 | 40 | 0.05% | 0.14% | 0.38% | Q2 2013 | Q1 2023 | 40 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q4 2022 | 39 |
Rathbones Group PLC | 37 | 2 | 0.02% | 0.06% | 0.32% | Q2 2013 | Q1 2023 | 39 |
FAYEZ SAROFIM & CO | 38 | 1 | 0.34% | 0.74% | 1.07% | Q2 2013 | Q1 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.09% | 0.61% | Q2 2013 | Q4 2022 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 39 | 39 | 0.10% | 0.25% | 0.64% | Q2 2013 | Q4 2022 | 39 |
EVERETT HARRIS & CO /CA/ | 39 | 39 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q4 2022 | 39 |
NATIXIS ADVISORS, L.P. | 39 | 39 | 0.01% | 0.10% | 0.20% | Q3 2013 | Q1 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.05% | 0.10% | 0.19% | Q2 2013 | Q4 2022 | 39 |
Barnett & Company, Inc. | 29 | 10 | 0.10% | 0.17% | 0.30% | Q2 2013 | Q1 2023 | 39 |
Tower Research Capital LLC (TRC) | 20 | 19 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q1 2023 | 39 |
WCM INVESTMENT MANAGEMENT, LLC | 39 | 39 | 3.66% | 6.54% | 9.26% | Q3 2013 | Q1 2023 | 39 |
TRUST CO OF VERMONT | 33 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 39 |
TD ASSET MANAGEMENT INC | 39 | 39 | 0.63% | 1.00% | 1.36% | Q2 2013 | Q4 2022 | 39 |
LPL Financial LLC | 24 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 39 |
KIRR MARBACH & CO LLC /IN/ | 39 | 39 | 2.96% | 3.63% | 4.75% | Q2 2013 | Q4 2022 | 39 |
CONGRESS ASSET MANAGEMENT CO /MA | 39 | 39 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q4 2022 | 39 |
BLAIR WILLIAM & CO/IL | 39 | 39 | 0.00% | 0.06% | 0.37% | Q3 2013 | Q1 2023 | 39 |
CENTRAL TRUST Co | 39 | 39 | 0.20% | 0.31% | 0.59% | Q2 2013 | Q4 2022 | 39 |
WOLVERINE ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q4 2021 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33 | 6 | 0.05% | 0.42% | 1.05% | Q2 2013 | Q1 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 39 | 39 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 39 |
Boston Common Asset Management, LLC | 39 | 39 | 0.13% | 0.45% | 0.95% | Q2 2013 | Q4 2022 | 39 |
GLENMEDE TRUST CO NA | 39 | 39 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 39 |
American Research & Management Co. | 38 | 38 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 38 | 38 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q1 2023 | 38 |
MONTRUSCO BOLTON INVESTMENTS INC. | 32 | 6 | 0.02% | 0.67% | 2.52% | Q2 2013 | Q1 2023 | 38 |
PCJ Investment Counsel Ltd. | 38 | 38 | 1.69% | 3.65% | 7.01% | Q4 2013 | Q1 2023 | 38 |
Gulf International Bank (UK) Ltd | 38 | 38 | 0.01% | 0.07% | 0.24% | Q4 2013 | Q1 2023 | 38 |
1832 Asset Management L.P. | 38 | 38 | 0.01% | 1.34% | 1.98% | Q4 2013 | Q1 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.23% | Q2 2013 | Q3 2022 | 38 |
Janney Montgomery Scott LLC | 27 | 11 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2023 | 38 |
JCIC Asset Management Inc. | 31 | 7 | 0.00% | 0.94% | 4.25% | Q3 2013 | Q1 2023 | 38 |
HighTower Advisors, LLC | 30 | 8 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2022 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.03% | 0.06% | 0.46% | Q2 2013 | Q3 2022 | 38 |
ADIRONDACK TRUST CO | 37 | 37 | 0.03% | 0.04% | 0.08% | Q1 2014 | Q1 2023 | 37 |
Connor, Clark & Lunn Investment Management Ltd. | 37 | 37 | 1.11% | 2.09% | 3.04% | Q1 2014 | Q1 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.17% | 0.25% | 0.32% | Q2 2013 | Q2 2022 | 37 |
New England Research & Management, Inc. | 23 | 14 | 0.14% | 0.49% | 1.27% | Q4 2013 | Q1 2023 | 37 |
STIFEL FINANCIAL CORP | 37 | 37 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2023 | 37 |
VOYA INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
State of Tennessee, Treasury Department | 34 | 2 | 0.07% | 0.19% | 0.38% | Q4 2013 | Q1 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q1 2022 | 36 |
GUGGENHEIM CAPITAL LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 36 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.04% | 0.20% | Q3 2013 | Q3 2021 | 36 |
STATE STREET CORP | 22 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 36 |
VANGUARD GROUP INC | 33 | 3 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 36 |
Advisors Asset Management, Inc. | 36 | 36 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 36 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 10 | 0.07% | 0.16% | 0.31% | Q2 2013 | Q4 2022 | 35 |
INTACT INVESTMENT MANAGEMENT INC. | 35 | 35 | 0.23% | 1.28% | 2.87% | Q3 2014 | Q1 2023 | 35 |
PEAK6 Investments LLC | 9 | 2 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q1 2023 | 35 |
GATEWAY INVESTMENT ADVISERS LLC | 35 | 35 | 0.02% | 0.10% | 0.14% | Q3 2014 | Q1 2023 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 17 | 0.00% | 0.01% | 0.16% | Q1 2013 | Q1 2023 | 35 |
AGF INVESTMENTS INC. | 30 | 5 | 0.00% | 0.44% | 1.25% | Q4 2013 | Q3 2022 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.05% | 0.10% | 0.36% | Q2 2013 | Q4 2021 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 35 | 35 | 0.02% | 0.17% | 0.69% | Q2 2013 | Q4 2021 | 35 |
MAR VISTA INVESTMENT PARTNERS LLC | 33 | 1 | 0.00% | 0.21% | 5.44% | Q1 2013 | Q4 2022 | 34 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.01% | 0.29% | Q2 2013 | Q3 2021 | 34 |
CONNABLE OFFICE INC | 24 | 10 | 0.11% | 0.24% | 0.31% | Q2 2013 | Q1 2023 | 34 |
CIDEL ASSET MANAGEMENT INC | 34 | 34 | 1.77% | 3.34% | 4.53% | Q4 2014 | Q1 2023 | 34 |
STEPHENS INC /AR/ | 25 | 9 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 34 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 34 | 34 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2023 | 34 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.06% | 0.25% | Q3 2014 | Q1 2023 | 34 |
KINGS POINT CAPITAL MANAGEMENT | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
Allianz Asset Management GmbH | 26 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 34 |
FIRST MERCANTILE TRUST CO | 33 | 33 | 0.08% | 0.15% | 0.26% | Q3 2013 | Q3 2021 | 33 |
SEI INVESTMENTS CO | 21 | 12 | 0.00% | 0.11% | 0.25% | Q4 2014 | Q1 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2023 | 33 |
DekaBank Deutsche Girozentrale | 32 | 1 | 0.01% | 0.11% | 0.26% | Q4 2014 | Q1 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
JANUS HENDERSON GROUP PLC | 24 | 9 | 0.01% | 0.07% | 0.27% | Q2 2013 | Q1 2023 | 33 |
Diligent Investors, LLC | 24 | 9 | 0.62% | 0.97% | 1.86% | Q4 2014 | Q1 2023 | 33 |
Candriam S.C.A. | 33 | 33 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2022 | 33 |
Hillsdale Investment Management Inc. | 20 | 13 | 0.00% | 0.48% | 1.82% | Q2 2013 | Q4 2022 | 33 |
TWO SIGMA SECURITIES, LLC | 15 | 1 | 0.00% | 0.04% | 0.82% | Q4 2016 | Q1 2023 | 32 |
BOKF, NA | 14 | 7 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2023 | 32 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 32 | 32 | 0.06% | 0.25% | 0.36% | Q2 2015 | Q1 2023 | 32 |
Smithfield Trust Co | 20 | 6 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2023 | 32 |
DORCHESTER WEALTH MANAGEMENT Co | 32 | 32 | 0.11% | 0.16% | 0.24% | Q2 2015 | Q1 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q1 2023 | 32 |
Baird Financial Group, Inc. | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 32 |
REILLY FINANCIAL ADVISORS, LLC | 27 | 5 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2021 | 32 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 24 | 2 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q1 2023 | 31 |
PARK NATIONAL CORP /OH/ | 29 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2020 | 31 |
First Horizon Advisors, Inc. | 13 | 2 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q1 2023 | 31 |
Minneapolis Portfolio Management Group, LLC | 31 | 31 | 1.39% | 3.01% | 4.21% | Q3 2015 | Q1 2023 | 31 |
SIGNATUREFD, LLC | 21 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 31 |
Artisan Partners Limited Partnership | 15 | 4 | 0.23% | 0.90% | 1.82% | Q2 2013 | Q1 2023 | 31 |
Kemper Corp Master Retirement Trust | 31 | 31 | 0.83% | 1.45% | 2.30% | Q2 2013 | Q4 2020 | 31 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 25 | 6 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q1 2023 | 31 |
BTC Capital Management, Inc. | 17 | 1 | 0.04% | 0.08% | 0.14% | Q3 2014 | Q1 2023 | 31 |
Korea Investment CORP | 25 | 1 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q1 2023 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 2 | 0.00% | 0.03% | 0.53% | Q1 2014 | Q1 2023 | 31 |
GUARDIAN CAPITAL LP | 30 | 1 | 0.08% | 2.80% | 3.74% | Q1 2015 | Q1 2023 | 31 |
Wunderlich Capital Managemnt | 27 | 4 | 0.12% | 0.14% | 0.18% | Q4 2015 | Q3 2023 | 31 |
Private Advisor Group, LLC | 20 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q1 2023 | 31 |
Renaissance Technologies | 14 | 2 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q1 2023 | 31 |
SG Americas Securities, LLC | 14 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2023 | 31 |
Atria Investments, Inc | 24 | 2 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q1 2023 | 30 |
Point72 Asset Management, L.P. | 23 | 1 | 0.00% | 0.20% | 0.66% | Q2 2014 | Q4 2022 | 30 |
WADDELL & REED FINANCIAL INC | 16 | 14 | 0.02% | 0.48% | 1.32% | Q2 2013 | Q1 2021 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 30 |
PRINCETON CAPITAL MANAGEMENT LLC | 22 | 8 | 1.18% | 1.36% | 1.55% | Q1 2015 | Q1 2023 | 30 |
10-15 ASSOCIATES, INC. | 30 | 30 | 0.20% | 0.41% | 0.59% | Q2 2013 | Q3 2020 | 30 |
Carroll Financial Associates, Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 19 | 1 | 0.01% | 0.07% | 0.19% | Q3 2013 | Q1 2023 | 29 |
Carnegie Capital Asset Management, LLC | 18 | 11 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q1 2023 | 29 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 5 | 0.00% | 0.07% | 0.14% | Q4 2013 | Q4 2022 | 29 |
Ballentine Partners, LLC | 29 | 29 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2023 | 29 |
GUARDIAN CAPITAL ADVISORS LP | 29 | 29 | 0.04% | 0.13% | 0.23% | Q1 2016 | Q1 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2023 | 29 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 29 |
Echo Street Capital Management LLC | 18 | 1 | 0.01% | 0.64% | 1.22% | Q1 2014 | Q1 2023 | 29 |
Geneos Wealth Management Inc. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2020 | 28 |
Scheer, Rowlett & Associates Investment Management Ltd. | 28 | 28 | 1.52% | 3.48% | 4.58% | Q2 2016 | Q1 2023 | 28 |
WESTPAC BANKING CORP | 13 | 1 | 0.00% | 0.05% | 0.29% | Q4 2013 | Q1 2023 | 28 |
Mawer Investment Management Ltd. | 13 | 5 | 0.05% | 1.43% | 2.36% | Q3 2013 | Q1 2021 | 28 |
Savant Capital, LLC | 28 | 28 | 0.04% | 0.09% | 0.13% | Q2 2016 | Q1 2023 | 28 |
IFP Advisors, Inc | 16 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q2 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 28 |
JAG CAPITAL MANAGEMENT, LLC | 27 | 1 | 0.20% | 0.24% | 0.30% | Q4 2014 | Q1 2022 | 28 |
BlackRock Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 27 |
Egerton Capital (UK) LLP | 27 | 27 | 1.68% | 6.59% | 14.60% | Q3 2016 | Q1 2023 | 27 |
THORNBURG INVESTMENT MANAGEMENT INC | 26 | 1 | 0.00% | 1.23% | 1.78% | Q1 2015 | Q1 2023 | 27 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 27 |
CWM, LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 27 |
Veritable, L.P. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 27 |
Waratah Capital Advisors Ltd. | 20 | 1 | 0.05% | 0.51% | 2.73% | Q2 2014 | Q1 2023 | 27 |
SHELTON CAPITAL MANAGEMENT | 27 | 27 | 0.01% | 0.06% | 0.20% | Q3 2016 | Q1 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.35% | Q4 2013 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
BNP Paribas Asset Management Holding S.A. | 24 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 27 |
GUYASUTA INVESTMENT ADVISORS INC | 27 | 27 | 0.03% | 0.05% | 0.07% | Q3 2016 | Q1 2023 | 27 |
Oakworth Capital, Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 26 |
Bishop Rock Capital, L.P. | 26 | 26 | 2.54% | 3.91% | 7.50% | Q4 2016 | Q1 2023 | 26 |
ARGENT CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 26 |
MARIETTA INVESTMENT PARTNERS LLC | 16 | 1 | 0.10% | 1.01% | 2.78% | Q2 2013 | Q4 2022 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.06% | 0.18% | Q4 2016 | Q1 2023 | 26 |
JARISLOWSKY, FRASER Ltd | 26 | 26 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 26 |
VAN ECK ASSOCIATES CORP | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 26 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.15% | 1.72% | Q2 2018 | Q1 2022 | 26 |
TWO SIGMA ADVISERS, LP | 20 | 1 | 0.00% | 0.10% | 0.60% | Q1 2014 | Q4 2022 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q1 2023 | 26 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.06% | 0.29% | 1.05% | Q2 2013 | Q2 2019 | 25 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.35% | 2.81% | Q2 2013 | Q3 2022 | 25 |
OLD NATIONAL BANCORP /IN/ | 25 | 25 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.05% | 0.16% | Q1 2016 | Q1 2022 | 25 |
Quantbot Technologies LP | 8 | 1 | 0.01% | 0.15% | 0.37% | Q3 2013 | Q1 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.08% | 0.19% | 0.28% | Q1 2017 | Q1 2023 | 25 |
Global Retirement Partners, LLC | 20 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 25 | 25 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2023 | 25 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 25 |
Cambridge Investment Research Advisors, Inc. | 22 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q1 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
REGIONS FINANCIAL CORP | 12 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2023 | 25 |
SCHARF INVESTMENTS, LLC | 19 | 6 | 0.01% | 1.78% | 3.67% | Q2 2013 | Q1 2023 | 25 |
FIL Ltd | 20 | 4 | 0.02% | 1.58% | 2.67% | Q2 2013 | Q1 2023 | 24 |
SRS Capital Advisors, Inc. | 9 | 7 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2023 | 24 |
BROWN BROTHERS HARRIMAN & CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2023 | 24 |
Sargent Bickham Lagudis LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2023 | 24 |
Hemenway Trust Co LLC | 24 | 24 | 0.06% | 0.09% | 0.10% | Q1 2017 | Q4 2022 | 24 |
Crossmark Global Holdings, Inc. | 23 | 1 | 0.07% | 0.10% | 0.13% | Q3 2016 | Q1 2023 | 24 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q1 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 6 | 2 | 0.01% | 0.16% | 0.81% | Q1 2014 | Q4 2022 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 15 | 9 | 0.01% | 0.05% | 0.19% | Q4 2016 | Q1 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.10% | 0.24% | 0.37% | Q1 2016 | Q1 2023 | 24 |
CREDIT AGRICOLE S A | 18 | 3 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q1 2023 | 24 |
AllSquare Wealth Management LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 24 |
GEODE CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 24 |
COMMERCE BANK | 13 | 11 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 24 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.33% | 2.99% | Q4 2012 | Q2 2022 | 23 |
CIGNA INVESTMENTS INC /NEW | 23 | 23 | 0.02% | 0.09% | 0.27% | Q3 2017 | Q1 2023 | 23 |
Greystone Managed Investments Inc. | 23 | 23 | 1.54% | 2.83% | 4.43% | Q1 2014 | Q3 2019 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2023 | 23 |
Laurel Wealth Advisors, Inc. | 23 | 23 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q4 2022 | 23 |
Capital Analysts, LLC | 23 | 23 | 0.00% | 0.34% | 0.55% | Q3 2017 | Q1 2023 | 23 |
HBK INVESTMENTS L P | 19 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q2 2021 | 23 |
Triangle Securities Wealth Management | 17 | 1 | 0.10% | 0.13% | 0.19% | Q2 2013 | Q1 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 15 | 1 | 0.00% | 0.08% | 0.28% | Q2 2013 | Q1 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.02% | 0.16% | Q2 2017 | Q4 2022 | 23 |
Hansberger Growth Investors, LP | 23 | 23 | 2.65% | 7.80% | 12.14% | Q1 2015 | Q3 2020 | 23 |
QV Investors Inc. | 11 | 11 | 2.36% | 3.94% | 5.57% | Q2 2017 | Q4 2022 | 22 |
SUNTRUST BANKS INC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 22 |
Claret Asset Management Corp | 22 | 22 | 0.13% | 0.27% | 0.39% | Q4 2017 | Q1 2023 | 22 |
VIKING FUND MANAGEMENT LLC | 22 | 22 | 0.74% | 1.92% | 2.51% | Q2 2013 | Q3 2018 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 17 | 1 | 0.01% | 0.13% | 0.31% | Q2 2013 | Q3 2021 | 22 |
Onex Canada Asset Management Inc. | 22 | 22 | 1.48% | 2.42% | 3.83% | Q4 2017 | Q1 2023 | 22 |
WMS Partners, LLC | 22 | 22 | 1.01% | 1.22% | 1.72% | Q2 2013 | Q3 2018 | 22 |
Port Capital LLC | 22 | 22 | 2.30% | 3.20% | 4.34% | Q4 2017 | Q1 2023 | 22 |
Bartlett & Co. LLC | 13 | 1 | 0.00% | 0.12% | 0.47% | Q3 2013 | Q1 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 22 |
MOORE CAPITAL MANAGEMENT, LP | 17 | 1 | 0.01% | 0.16% | 0.82% | Q4 2013 | Q4 2022 | 22 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 16 | 6 | 0.12% | 0.31% | 1.53% | Q2 2017 | Q4 2022 | 22 |
AQR Capital Management | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2021 | 22 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 22 | 22 | 1.55% | 2.54% | 3.98% | Q4 2017 | Q1 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.02% | 0.18% | 0.39% | Q1 2017 | Q2 2022 | 22 |
South Street Advisors LLC | 22 | 22 | 0.23% | 2.21% | 6.28% | Q3 2017 | Q4 2022 | 22 |
TRUIST FINANCIAL CORP | 14 | 8 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 1.23% | 1.61% | 2.16% | Q2 2013 | Q2 2018 | 21 |
Natixis Investment Managers International | 19 | 2 | 0.00% | 0.14% | 0.30% | Q1 2014 | Q2 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q2 2018 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2022 | 21 |
TCI Fund Management | 21 | 21 | 0.09% | 10.52% | 14.72% | Q1 2018 | Q1 2023 | 21 |
CITY HOLDING CO | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 2 | 0.01% | 0.34% | 1.31% | Q2 2013 | Q4 2021 | 21 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 10 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q1 2021 | 21 |
VIKING GLOBAL INVESTORS LP | 19 | 1 | 0.48% | 2.17% | 4.38% | Q4 2013 | Q3 2021 | 21 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
BECKER CAPITAL MANAGEMENT INC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q1 2023 | 21 |
INGALLS & SNYDER LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q1 2023 | 21 |
FORSTA AP-FONDEN | 20 | 1 | 0.08% | 0.26% | 0.59% | Q1 2017 | Q4 2022 | 21 |
Pinnacle Wealth Planning Services, Inc. | 21 | 21 | 0.11% | 0.20% | 0.47% | Q4 2017 | Q4 2022 | 21 |
Evercore Wealth Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Cumberland Partners Ltd | 20 | 1 | 0.06% | 1.66% | 4.25% | Q3 2017 | Q1 2023 | 21 |
Valeo Financial Advisors, LLC | 15 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 21 |
HBK Sorce Advisory LLC | 17 | 4 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q1 2023 | 21 |
Mount Yale Investment Advisors, LLC | 21 | 21 | 0.40% | 0.49% | 0.57% | Q1 2018 | Q1 2023 | 21 |
VALINOR MANAGEMENT, L.P. | 21 | 21 | 0.44% | 0.99% | 1.67% | Q4 2013 | Q4 2018 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 20 | 20 | 0.33% | 0.56% | 0.81% | Q2 2018 | Q1 2023 | 20 |
abrdn plc | 20 | 20 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 20 |
Sarasin & Partners LLP | 20 | 20 | 0.33% | 1.31% | 2.28% | Q2 2013 | Q1 2018 | 20 |
Wealthcare Advisory Partners LLC | 11 | 9 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2023 | 20 |
Jackson, Grant Investment Advisers, Inc. | 20 | 20 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2023 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.58% | 1.02% | 1.54% | Q2 2013 | Q1 2018 | 20 |
EQUITEC PROPRIETARY MARKETS, LLC | 7 | 7 | 0.01% | 1.50% | 3.78% | Q3 2021 | Q1 2023 | 20 |
Pinnacle Bancorp, Inc. | 18 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 20 |
Man Group plc | 18 | 2 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q1 2023 | 20 |
EQUITABLE TRUST CO | 20 | 20 | 0.45% | 0.61% | 0.74% | Q2 2018 | Q1 2023 | 20 |
Bridgewater Associates | 12 | 8 | 0.02% | 0.08% | 0.20% | Q2 2017 | Q1 2023 | 20 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 4 | 0.01% | 0.26% | 1.39% | Q2 2013 | Q2 2019 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.09% | 0.25% | 0.34% | Q3 2017 | Q2 2022 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 15 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 20 |
K.J. Harrison & Partners Inc | 11 | 9 | 0.26% | 0.79% | 1.28% | Q3 2016 | Q1 2023 | 20 |
ICON ADVISERS INC/CO | 20 | 20 | 0.29% | 0.64% | 1.17% | Q3 2017 | Q2 2022 | 20 |
Covington Capital Management | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 5 | 0.00% | 0.09% | 0.65% | Q4 2017 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
WINTON GROUP Ltd | 8 | 1 | 0.01% | 0.15% | 0.42% | Q4 2016 | Q4 2022 | 19 |
NewEdge Advisors, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.16% | 0.92% | Q2 2015 | Q3 2022 | 19 |
Pershing Square Capital Management | 13 | 6 | 1.88% | 16.76% | 31.55% | Q2 2013 | Q1 2023 | 19 |
BRISTOL JOHN W & CO INC /NY/ | 15 | 4 | 1.55% | 2.01% | 2.65% | Q2 2013 | Q1 2023 | 19 |
Bristol Gate Capital Partners Inc. | 19 | 19 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q1 2023 | 19 |
A.R.T. Advisors, LLC | 8 | 1 | 0.01% | 0.16% | 0.35% | Q3 2013 | Q4 2019 | 19 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 12 | 1 | 1.21% | 4.00% | 7.11% | Q3 2006 | Q3 2021 | 19 |
Weiss Multi-Strategy Advisers LLC | 8 | 1 | 0.04% | 0.24% | 0.88% | Q2 2013 | Q1 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.29% | 0.36% | 0.50% | Q2 2017 | Q1 2022 | 19 |
Proficio Capital Partners LLC | 15 | 4 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Cornerstone Advisors, Inc. | 19 | 19 | 0.03% | 0.19% | 0.33% | Q4 2014 | Q2 2019 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.30% | 1.25% | Q1 2017 | Q1 2023 | 19 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 16 | 3 | 0.03% | 0.27% | 0.45% | Q3 2016 | Q1 2023 | 19 |
BREMER TRUST NATIONAL ASSOCIATION | 18 | 1 | 0.02% | 0.23% | 0.39% | Q2 2013 | Q4 2018 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q1 2023 | 19 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q4 2022 | 19 |
HANCOCK WHITNEY CORP | 19 | 19 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q1 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 19 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 19 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.16% | 0.52% | 1.16% | Q2 2013 | Q3 2017 | 18 |
COHEN & STEERS, INC. | 18 | 18 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q2 2018 | 18 |
DAVENPORT & Co LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 18 |
DSM CAPITAL PARTNERS LLC | 18 | 18 | 0.01% | 0.50% | 2.06% | Q4 2017 | Q1 2022 | 18 |
Freedom Investment Management, Inc. | 14 | 2 | 0.02% | 0.06% | 0.13% | Q2 2014 | Q4 2022 | 18 |
Allworth Financial LP | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.18% | 0.65% | Q2 2014 | Q1 2023 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q1 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.60% | 0.98% | 1.33% | Q4 2018 | Q1 2023 | 18 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q1 2023 | 18 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 18 | 18 | 0.01% | 0.12% | 0.27% | Q4 2018 | Q1 2023 | 18 |
OppenheimerFunds, Inc. | 14 | 4 | 0.02% | 0.20% | 0.50% | Q3 2014 | Q1 2019 | 18 |
Act Two Investors LLC | 18 | 18 | 0.55% | 1.22% | 2.84% | Q4 2018 | Q1 2023 | 18 |
Freestone Capital Holdings, LLC | 11 | 2 | 0.00% | 0.22% | 0.64% | Q2 2013 | Q1 2022 | 18 |
Poehling Capital Management, INC. | 14 | 1 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q3 2023 | 18 |
Heritage Wealth Advisors | 18 | 18 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2022 | 18 |
CHARTWELL INVESTMENT PARTNERS, LLC | 14 | 4 | 0.01% | 0.19% | 0.40% | Q3 2016 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.31% | 0.71% | Q2 2013 | Q1 2017 | 18 |
Harbour Capital Advisors, LLC | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2018 | Q1 2023 | 18 |
VeraBank, N.A. | 18 | 18 | 0.36% | 0.41% | 0.48% | Q4 2018 | Q1 2023 | 18 |
MACQUARIE GROUP LTD | 9 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2023 | 18 |
Jacobi Capital Management LLC | 11 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 18 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 18 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 7 | 0.00% | 0.15% | 0.49% | Q4 2015 | Q1 2023 | 18 |
PRINCETON CAPITAL MANAGEMENT INC | 18 | 18 | 1.52% | 2.80% | 4.32% | Q2 2013 | Q3 2017 | 18 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.16% | 1.08% | Q3 2013 | Q3 2021 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Covenant Partners, LLC | 12 | 5 | 0.45% | 0.65% | 0.75% | Q4 2018 | Q1 2023 | 17 |
BAROMETER CAPITAL MANAGEMENT INC. | 7 | 1 | 0.16% | 2.01% | 5.52% | Q3 2014 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q2 2017 | 17 |
PRUDENTIAL FINANCIAL INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Lindbrook Capital, LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 17 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 17 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.10% | 0.22% | Q4 2014 | Q1 2023 | 17 |
NICOLA WEALTH MANAGEMENT LTD. | 14 | 1 | 0.20% | 1.45% | 1.96% | Q1 2018 | Q1 2023 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 17 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.01% | 0.30% | 0.71% | Q4 2013 | Q1 2023 | 17 |
EARNEST PARTNERS LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 17 |
SANDERS MORRIS HARRIS LLC | 9 | 3 | 0.05% | 0.19% | 0.44% | Q1 2016 | Q4 2022 | 17 |
EXANE DERIVATIVES | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2022 | 17 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 5 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q4 2022 | 17 |
Global X Management CO LLC | 17 | 17 | 0.00% | 0.26% | 0.65% | Q2 2013 | Q2 2017 | 17 |
ASSETMARK, INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 17 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.77% | 5.50% | Q3 2015 | Q1 2023 | 17 |
Coronation Fund Managers Ltd. | 17 | 17 | 0.06% | 0.99% | 3.09% | Q4 2018 | Q4 2022 | 17 |
Ledyard National Bank | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Cresset Asset Management, LLC | 17 | 17 | 0.00% | 0.07% | 0.40% | Q4 2018 | Q4 2022 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2014 | 17 |
Patten Group, Inc. | 17 | 17 | 0.02% | 0.07% | 0.21% | Q4 2014 | Q4 2018 | 17 |
CAPITAL INSIGHT PARTNERS, LLC | 17 | 17 | 0.33% | 0.48% | 0.77% | Q1 2019 | Q1 2023 | 17 |
Alyeska Investment Group, L.P. | 6 | 1 | 0.02% | 0.29% | 0.61% | Q3 2013 | Q3 2022 | 17 |
BECK MACK & OLIVER LLC | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.24% | 1.38% | Q4 2013 | Q1 2023 | 17 |
NorthCoast Asset Management LLC | 12 | 1 | 0.06% | 0.14% | 0.27% | Q4 2014 | Q3 2021 | 16 |
REAVES W H & CO INC | 7 | 2 | 0.04% | 1.14% | 2.84% | Q4 2014 | Q1 2023 | 16 |
Brookfield Asset Management | 9 | 1 | 0.00% | 0.13% | 0.35% | Q4 2014 | Q1 2023 | 16 |
HOWARD HUGHES MEDICAL INSTITUTE | 13 | 3 | 0.00% | 0.12% | 0.31% | Q2 2013 | Q2 2017 | 16 |
MARSICO CAPITAL MANAGEMENT LLC | 10 | 2 | 0.19% | 2.21% | 4.40% | Q2 2013 | Q4 2022 | 16 |
WEDBUSH SECURITIES INC | 10 | 6 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 16 |
Veritas Asset Management LLP | 16 | 16 | 3.50% | 6.75% | 8.70% | Q2 2019 | Q1 2023 | 16 |
Capital World Investors | 9 | 1 | 0.00% | 0.14% | 0.39% | Q2 2013 | Q1 2023 | 16 |
AE Wealth Management LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 16 |
WESPAC Advisors SoCal, LLC | 13 | 1 | 0.08% | 0.12% | 0.14% | Q4 2016 | Q1 2021 | 16 |
Lombard Odier Asset Management (Europe) Ltd | 13 | 1 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q3 2020 | 16 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.19% | 0.57% | Q2 2016 | Q1 2023 | 16 |
Perkins Coie Trust Co | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2023 | 16 |
MAI Capital Management | 16 | 16 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 16 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.05% | 0.21% | Q2 2014 | Q4 2022 | 16 |
Moors & Cabot, Inc. | 16 | 16 | 0.03% | 0.06% | 0.14% | Q2 2019 | Q1 2023 | 16 |
FineMark National Bank & Trust | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 16 |
RENAISSANCE GROUP LLC | 16 | 16 | 0.31% | 0.51% | 0.67% | Q4 2018 | Q3 2022 | 16 |
MARATHON ASSET MANAGEMENT LLP | 16 | 16 | 0.51% | 0.65% | 0.98% | Q3 2017 | Q2 2021 | 16 |
JENNISON ASSOCIATES LLC | 11 | 5 | 0.00% | 0.52% | 1.27% | Q2 2013 | Q1 2023 | 16 |
Locust Wood Capital Advisers | 7 | 2 | 1.29% | 2.97% | 5.11% | Q1 2015 | Q1 2023 | 16 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 14 | 2 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2021 | 16 |
Essex Financial Services, Inc. | 11 | 5 | 0.03% | 0.07% | 0.13% | Q3 2013 | Q4 2022 | 16 |
Financial Gravity Asset Management, Inc. | 9 | 1 | 0.00% | 0.06% | 0.23% | Q1 2018 | Q4 2022 | 16 |
SIG North Trading, ULC | 6 | 6 | 0.08% | 0.40% | 0.81% | Q4 2021 | Q1 2023 | 16 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.08% | 0.10% | 0.11% | Q2 2019 | Q4 2022 | 15 |
DE BURLO GROUP INC | 7 | 2 | 0.07% | 1.79% | 4.25% | Q2 2014 | Q4 2022 | 15 |
Par Capital Management | 15 | 15 | 0.33% | 1.04% | 1.81% | Q2 2014 | Q4 2017 | 15 |
STERLING INVESTMENT MANAGEMENT, LLC | 15 | 15 | 1.22% | 1.88% | 2.46% | Q3 2019 | Q1 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2015 | 15 |
HL FINANCIAL SERVICES LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.41% | Q2 2013 | Q4 2022 | 15 |
USS Investment Management Ltd | 12 | 3 | 0.01% | 0.32% | 1.25% | Q4 2014 | Q1 2023 | 15 |
Avantax Planning Partners, Inc. | 13 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 15 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 1.09% | 2.44% | Q4 2015 | Q1 2023 | 15 |
EULAV Asset Management | 15 | 15 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Geneva Advisors, LLC | 15 | 15 | 0.00% | 0.08% | 0.48% | Q4 2013 | Q2 2017 | 15 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.09% | 1.07% | Q2 2013 | Q2 2018 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2023 | 15 |
BlueCrest Capital Management Ltd | 6 | 4 | 0.01% | 0.19% | 0.52% | Q3 2014 | Q1 2019 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 15 |
RELIANCE TRUST CO OF DELAWARE | 15 | 15 | 0.02% | 0.12% | 0.19% | Q3 2015 | Q1 2019 | 15 |
MOTCO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 15 |
FIRST HAWAIIAN BANK | 11 | 4 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 1 | 0.00% | 0.21% | 0.50% | Q3 2013 | Q1 2023 | 15 |
TIEMANN INVESTMENT ADVISORS, LLC | 13 | 1 | 0.14% | 0.18% | 0.27% | Q1 2015 | Q2 2022 | 14 |
Dorsey & Whitney Trust CO LLC | 12 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 14 |
Andra AP-fonden | 8 | 1 | 0.02% | 0.08% | 0.24% | Q1 2016 | Q4 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2017 | Q3 2020 | 14 |
COMERICA SECURITIES,INC. | 10 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2022 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 14 |
SCOUT INVESTMENTS, INC. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 14 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2021 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 14 |
TSFG, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 14 |
Avalon Investment & Advisory | 12 | 1 | 0.01% | 0.04% | 0.38% | Q2 2013 | Q1 2022 | 14 |
Westside Investment Management, Inc. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 14 |
Key FInancial Inc | 14 | 14 | 0.28% | 0.44% | 0.90% | Q4 2019 | Q1 2023 | 14 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 14 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2023 | 14 |
Lone Pine Capital | 8 | 2 | 0.09% | 2.69% | 4.25% | Q2 2013 | Q1 2020 | 14 |
RMB Capital Management, LLC | 9 | 5 | 0.01% | 0.11% | 0.33% | Q2 2013 | Q4 2022 | 14 |
Taylor Wealth Management Partners | 14 | 14 | 0.01% | 0.13% | 1.76% | Q1 2015 | Q2 2018 | 14 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 14 |
M&G INVESTMENT MANAGEMENT LTD | 14 | 14 | 0.00% | 0.11% | 0.22% | Q4 2019 | Q1 2023 | 14 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q1 2022 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 12 | 1 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q1 2022 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.01% | 0.06% | 0.19% | Q4 2019 | Q1 2023 | 14 |
Cardinal Capital Management, Inc. | 14 | 14 | 1.27% | 3.49% | 4.99% | Q4 2019 | Q1 2023 | 14 |
COLONY GROUP LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 14 |
Pacifica Partners Inc. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 2 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2023 | 14 |
MGO ONE SEVEN LLC | 8 | 2 | 0.06% | 0.13% | 0.25% | Q4 2017 | Q4 2022 | 14 |
Carmichael Hill & Associates, Inc. | 14 | 14 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Edgestream Partners, L.P. | 6 | 1 | 0.04% | 0.22% | 0.50% | Q2 2015 | Q4 2022 | 14 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.01% | 0.08% | 0.19% | Q4 2015 | Q1 2020 | 14 |
PagnatoKarp Partners LLC | 14 | 14 | 0.09% | 0.12% | 0.18% | Q4 2016 | Q1 2020 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Avior Wealth Management, LLC | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 14 |
Williams Jones Wealth Management, LLC. | 14 | 14 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q4 2022 | 14 |
OKABENA INVESTMENT SERVICES INC | 14 | 14 | 0.75% | 1.21% | 1.87% | Q4 2019 | Q1 2023 | 14 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 13 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.15% | 0.40% | Q1 2014 | Q2 2020 | 13 |
MIROVA | 11 | 1 | 0.01% | 0.08% | 0.31% | Q4 2018 | Q1 2023 | 13 |
PICTET ASSET MANAGEMENT LTD | 12 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q2 2021 | 13 |
STRS OHIO | 9 | 1 | 0.00% | 0.04% | 0.11% | Q4 2016 | Q2 2022 | 13 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.02% | 0.10% | 0.36% | Q4 2018 | Q3 2022 | 13 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.07% | 0.45% | Q3 2014 | Q4 2021 | 13 |
OXFORD ASSET MANAGEMENT LLP | 6 | 1 | 0.01% | 0.08% | 0.30% | Q2 2013 | Q3 2019 | 13 |
Calamos Wealth Management LLC | 13 | 13 | 0.05% | 0.14% | 0.22% | Q1 2020 | Q1 2023 | 13 |
IHT Wealth Management, LLC | 7 | 6 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q1 2023 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 1.53% | 1.83% | 2.11% | Q3 2018 | Q3 2021 | 13 |
FULTON BANK, N.A. | 7 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2020 | 13 |
Sculptor Capital LP | 12 | 1 | 0.43% | 1.55% | 2.61% | Q2 2013 | Q3 2016 | 13 |
FIRST TRUST ADVISORS LP | 8 | 2 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q1 2023 | 13 |
Wealth Alliance | 13 | 13 | 0.11% | 0.19% | 0.27% | Q1 2020 | Q1 2023 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.17% | 0.70% | 1.45% | Q3 2013 | Q2 2022 | 13 |
Winfield Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Zions Bancorporation | 11 | 2 | 0.01% | 0.02% | 0.09% | Q1 2015 | Q3 2018 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 6 | 0.03% | 0.10% | 0.26% | Q4 2019 | Q1 2023 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 0.30% | 0.39% | 0.47% | Q4 2019 | Q4 2022 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2023 | 13 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
ADVISOR PARTNERS LLC | 9 | 4 | 0.02% | 0.08% | 0.18% | Q2 2014 | Q2 2022 | 13 |
HYMAN CHARLES D | 13 | 13 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Sentry Investments Corp. | 13 | 13 | 0.02% | 0.71% | 1.70% | Q1 2015 | Q1 2018 | 13 |
FIRST FINANCIAL CORP /IN/ | 7 | 6 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q1 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
OPTIMUM INVESTMENT ADVISORS | 7 | 6 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2023 | 13 |
Holocene Advisors, LP | 11 | 1 | 0.00% | 0.46% | 1.12% | Q3 2018 | Q2 2022 | 13 |
CHILTON INVESTMENT CO INC. | 9 | 1 | 0.01% | 2.93% | 6.50% | Q2 2013 | Q1 2023 | 13 |
Achmea Investment Management B.V. | 13 | 13 | 0.00% | 0.11% | 0.35% | Q1 2020 | Q1 2023 | 13 |
JONES FINANCIAL COMPANIES LLLP | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 13 |
Bayesian Capital Management, LP | 5 | 1 | 0.05% | 0.19% | 0.64% | Q4 2017 | Q1 2023 | 13 |
Columbia Trust Co 01012016 | 10 | 1 | 0.16% | 0.23% | 0.33% | Q4 2019 | Q1 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 11 | 1 | 0.03% | 0.04% | 0.08% | Q2 2015 | Q4 2019 | 12 |
Bollard Group LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q2 2020 | Q1 2023 | 12 |
Capital Investment Advisory Services, LLC | 8 | 4 | 0.02% | 0.09% | 0.17% | Q4 2018 | Q1 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.11% | 0.16% | 0.26% | Q2 2020 | Q1 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q1 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
WHV Investments, Inc. | 12 | 12 | 5.70% | 7.50% | 9.32% | Q2 2013 | Q1 2016 | 12 |
3G Capital Partners | 10 | 1 | 0.77% | 6.63% | 13.27% | Q1 2015 | Q3 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 2 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q1 2023 | 12 |
Ullmann Wealth Partners Group, LLC | 12 | 12 | 0.14% | 0.17% | 0.22% | Q3 2018 | Q2 2021 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 12 |
GM Advisory Group, LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q1 2023 | 12 |
HONEYWELL INTERNATIONAL INC | 8 | 4 | 0.35% | 0.63% | 1.09% | Q3 2013 | Q1 2018 | 12 |
Meritage Group LP | 7 | 1 | 0.97% | 4.51% | 7.22% | Q2 2013 | Q2 2022 | 12 |
Nicholas Investment Partners, LP | 5 | 2 | 0.11% | 0.19% | 0.28% | Q2 2013 | Q1 2023 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Gradient Investments LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
COWEN INC. | 10 | 1 | 0.24% | 0.44% | 0.69% | Q1 2013 | Q1 2016 | 12 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.08% | 0.26% | Q4 2017 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Snowden Capital Advisors LLC | 6 | 1 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q1 2023 | 12 |
TRILLIUM ASSET MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.29% | 0.84% | Q2 2013 | Q1 2016 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.04% | 0.57% | 1.11% | Q2 2013 | Q2 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.04% | 0.24% | 0.54% | Q2 2014 | Q3 2020 | 12 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.15% | 0.38% | 0.80% | Q4 2013 | Q2 2019 | 12 |
Northeast Financial Consultants Inc | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 12 |
JLB & ASSOCIATES INC | 12 | 12 | 0.04% | 0.15% | 0.24% | Q4 2020 | Q3 2023 | 12 |
J. Goldman & Co LP | 3 | 1 | 0.16% | 0.53% | 1.37% | Q1 2014 | Q2 2020 | 12 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 6 | 2 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q4 2016 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2023 | 12 |
Baldwin Investment Management, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2022 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 2 | 0.26% | 0.31% | 0.34% | Q4 2019 | Q1 2023 | 11 |
Mariner, LLC | 7 | 4 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2023 | 11 |
Argent Trust Co | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2023 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 7 | 2 | 0.00% | 0.91% | 1.96% | Q2 2013 | Q1 2023 | 11 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.32% | 0.44% | 0.56% | Q2 2013 | Q4 2015 | 11 |
CX Institutional | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 11 |
FORTE CAPITAL LLC /ADV | 11 | 11 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Ninepoint Partners LP | 9 | 1 | 0.17% | 0.29% | 0.74% | Q3 2018 | Q1 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.06% | 0.07% | Q3 2020 | Q1 2023 | 11 |
Ativo Capital Management LLC | 11 | 11 | 0.68% | 0.93% | 1.59% | Q2 2020 | Q4 2022 | 11 |
TCI Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 2 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2021 | 11 |
Avestar Capital, LLC | 8 | 1 | 0.00% | 0.11% | 0.27% | Q3 2018 | Q1 2023 | 11 |
Fisher Asset Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
IBERIABANK CORP | 10 | 1 | 0.04% | 0.05% | 0.10% | Q3 2017 | Q2 2020 | 11 |
Night Owl Capital Management, LLC | 11 | 11 | 1.64% | 2.92% | 3.67% | Q2 2013 | Q4 2015 | 11 |
SeaCrest Wealth Management, LLC | 6 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.09% | 0.29% | Q2 2013 | Q4 2015 | 11 |
GRAND JEAN CAPITAL MANAGEMENT INC | 11 | 11 | 1.70% | 3.58% | 6.40% | Q2 2013 | Q4 2015 | 11 |
Arden Trust Co | 9 | 1 | 0.01% | 0.17% | 0.26% | Q2 2019 | Q1 2023 | 11 |
TRAN CAPITAL MANAGEMENT, L.P. | 11 | 11 | 0.04% | 1.46% | 2.71% | Q4 2016 | Q2 2019 | 11 |
PRIVATE TRUST CO NA | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q1 2023 | 11 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.14% | 0.23% | Q4 2015 | Q1 2023 | 11 |
Virtu KCG Holdings LLC | 6 | 2 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q2 2017 | 11 |
13D Management LLC | 11 | 11 | 0.04% | 4.11% | 5.72% | Q4 2013 | Q2 2016 | 11 |
BDO Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 11 |
Johanson Financial Advisors, Inc. | 11 | 11 | 0.05% | 0.13% | 0.16% | Q2 2019 | Q4 2021 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.09% | 0.18% | Q2 2014 | Q4 2016 | 11 |
Nippon Life Global Investors Americas, Inc. | 9 | 1 | 0.12% | 0.74% | 1.37% | Q2 2013 | Q4 2021 | 11 |
Athanor Capital, LP | 11 | 11 | 0.35% | 1.09% | 1.77% | Q4 2018 | Q2 2021 | 11 |
Inlet Private Wealth, LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q3 2020 | Q1 2023 | 11 |
Connolly Sarah T. | 10 | 10 | 0.14% | 0.19% | 0.24% | Q4 2020 | Q1 2023 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q1 2023 | 10 |
BI Asset Management Fondsmaeglerselskab A/S | 10 | 10 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q1 2023 | 10 |
V Wealth Advisors LLC | 10 | 10 | 0.12% | 0.23% | 0.34% | Q4 2020 | Q1 2023 | 10 |
RHUMBLINE ADVISERS | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 10 |
CLEARBRIDGE, LLC | 10 | 10 | 0.05% | 0.26% | 1.89% | Q1 2016 | Q2 2018 | 10 |
WCG Management, L.P. | 9 | 1 | 1.69% | 6.64% | 13.22% | Q3 2013 | Q1 2016 | 10 |
BURNEY CO/ | 6 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 10 |
Essex Savings Bank | 3 | 2 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q1 2023 | 10 |
Goelzer Investment Management, Inc. | 10 | 10 | 0.13% | 0.53% | 0.90% | Q3 2013 | Q4 2015 | 10 |
GLG LLC | 9 | 1 | 0.20% | 0.51% | 1.08% | Q1 2014 | Q3 2016 | 10 |
Encompass Capital Advisors LLC | 3 | 1 | 0.65% | 1.99% | 3.60% | Q4 2013 | Q2 2022 | 10 |
Aviance Capital Partners, LLC | 10 | 10 | 0.08% | 0.21% | 0.33% | Q2 2014 | Q3 2016 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 1 | 0.73% | 1.61% | 2.12% | Q2 2013 | Q4 2016 | 10 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q1 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2023 | 10 |
First Bank & Trust | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
COLUMBUS CIRCLE INVESTORS | 8 | 2 | 0.12% | 1.00% | 1.67% | Q2 2013 | Q4 2016 | 10 |
Highstreet Asset Management Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2019 | 10 |
First Personal Financial Services | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 10 |
PointState Capital LP | 5 | 1 | 0.01% | 0.71% | 1.99% | Q3 2013 | Q2 2022 | 10 |
B. Riley Wealth Advisors, Inc. | 6 | 4 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q1 2023 | 10 |
PRIMECAP MANAGEMENT CO/CA/ | 10 | 10 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2015 | 10 |
Skylands Capital, LLC | 10 | 10 | 0.12% | 0.26% | 0.49% | Q4 2016 | Q1 2019 | 10 |
Tacita Capital Inc | 10 | 10 | 0.09% | 0.36% | 0.81% | Q4 2020 | Q1 2023 | 10 |
InterOcean Capital, LLC | 10 | 10 | 0.35% | 0.76% | 1.23% | Q1 2018 | Q2 2020 | 10 |
Legacy Wealth Asset Management, LLC | 10 | 10 | 0.42% | 0.54% | 0.81% | Q4 2020 | Q1 2023 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2015 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.18% | 0.56% | 0.99% | Q4 2020 | Q1 2023 | 10 |
SVB WEALTH LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 10 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2015 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 10 |
Community Bank, N.A. | 10 | 10 | 0.05% | 0.09% | 0.18% | Q2 2019 | Q3 2021 | 10 |
Cascade Investment Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 10 |
Bienville Capital Management, LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q2 2019 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 9 |
KB FINANCIAL PARTNERS, LLC | 9 | 9 | 0.35% | 0.52% | 0.74% | Q1 2021 | Q1 2023 | 9 |
GLG Partners LP | 7 | 1 | 0.06% | 0.26% | 0.61% | Q2 2013 | Q4 2017 | 9 |
ATALANTA SOSNOFF CAPITAL, LLC | 9 | 9 | 0.81% | 2.83% | 4.60% | Q2 2013 | Q2 2015 | 9 |
Strategic Wealth Partners, Ltd. | 9 | 9 | 0.05% | 0.31% | 0.56% | Q1 2021 | Q1 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 9 | 9 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2023 | 9 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 9 | 0.66% | 1.13% | 1.41% | Q3 2018 | Q3 2020 | 9 |
Principal Street Partners, LLC | 6 | 3 | 0.14% | 0.16% | 0.20% | Q4 2020 | Q1 2023 | 9 |
Cetera Advisor Networks LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 9 |
AHL Partners LLP | 5 | 1 | 0.02% | 0.12% | 0.25% | Q3 2014 | Q4 2017 | 9 |
BOENNING & SCATTERGOOD, INC. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Annapolis Financial Services, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.08% | 0.20% | 0.35% | Q4 2015 | Q1 2023 | 9 |
TURNER INVESTMENTS LLC | 8 | 1 | 0.02% | 0.18% | 0.29% | Q2 2013 | Q4 2016 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2015 | 9 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 9 |
Caption Management, LLC | 3 | 2 | 0.01% | 0.05% | 0.17% | Q2 2021 | Q4 2022 | 9 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.41% | 2.03% | 3.03% | Q3 2016 | Q1 2023 | 9 |
Seven Bridges Advisors LLC | 9 | 9 | 0.07% | 0.25% | 0.32% | Q4 2015 | Q4 2017 | 9 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 7.23% | 10.18% | Q1 2017 | Q1 2019 | 9 |
Assenagon Asset Management S.A. | 7 | 2 | 0.00% | 0.04% | 0.25% | Q1 2020 | Q1 2023 | 9 |
InterOcean Capital Group, LLC | 9 | 9 | 0.48% | 0.66% | 0.80% | Q4 2020 | Q4 2022 | 9 |
WEXFORD CAPITAL LP | 6 | 1 | 0.02% | 0.11% | 0.21% | Q3 2017 | Q1 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q1 2023 | 9 |
Perkins Investment Management, LLC | 9 | 9 | 0.58% | 1.18% | 1.81% | Q2 2013 | Q2 2015 | 9 |
LEUTHOLD GROUP, LLC | 6 | 3 | 0.50% | 0.73% | 0.88% | Q2 2013 | Q3 2019 | 9 |
FINANCIAL COUNSELORS INC | 6 | 3 | 0.02% | 0.13% | 0.20% | Q1 2014 | Q1 2023 | 9 |
Insight Advisors, LLC/ PA | 9 | 9 | 0.06% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Newbridge Financial Services Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.09% | 0.11% | 0.13% | Q4 2013 | Q4 2015 | 9 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
RONALD BLUE & CO LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.11% | 0.15% | 0.23% | Q1 2021 | Q1 2023 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 9 |
Saturna Capital CORP | 9 | 9 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Hilltop Holdings Inc. | 6 | 3 | 0.07% | 0.09% | 0.13% | Q4 2013 | Q1 2023 | 9 |
Wilkinson Global Asset Management LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Icon Wealth Partners, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Madison Asset Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q4 2022 | 9 |
BRASADA CAPITAL MANAGEMENT, LP | 9 | 9 | 0.76% | 2.02% | 3.46% | Q1 2021 | Q1 2023 | 9 |
FIDGEON TIMOTHY F | 9 | 9 | 0.09% | 0.18% | 0.23% | Q1 2013 | Q1 2015 | 9 |
Seascape Capital Management | 9 | 9 | 0.21% | 1.65% | 2.55% | Q4 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q2 2015 | 9 |
REGENTATLANTIC CAPITAL LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 9 |
FIDUCIARY TRUST CO | 6 | 3 | 0.00% | 0.08% | 0.18% | Q4 2020 | Q1 2023 | 9 |
Traynor Capital Management, Inc. | 9 | 9 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q4 2019 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 9 | 0.34% | 0.53% | 0.69% | Q2 2013 | Q2 2015 | 9 |
CARLSON CAPITAL L P | 7 | 2 | 0.20% | 0.51% | 1.24% | Q3 2017 | Q4 2020 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.37% | 0.76% | 1.47% | Q1 2019 | Q1 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 9 |
AMERICAN NATIONAL BANK | 7 | 2 | 0.01% | 0.01% | 0.05% | Q2 2016 | Q1 2023 | 9 |
Checchi Capital Advisers, LLC | 5 | 2 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q4 2022 | 9 |
Cullen Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Brandywine Global Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 8 |
CI INVESTMENTS INC. | 5 | 1 | 0.00% | 0.11% | 0.18% | Q2 2018 | Q1 2023 | 8 |
QCI ASSET MANAGEMENT INC/NY | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
ACUITY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.94% | 1.28% | 1.63% | Q2 2013 | Q1 2015 | 8 |
AT Bancorp | 7 | 1 | 0.05% | 0.12% | 0.24% | Q1 2016 | Q1 2018 | 8 |
Brookstone Capital Management | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.65% | 1.49% | Q2 2013 | Q4 2022 | 8 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q4 2022 | 8 |
BerganKDV Wealth Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 8 |
UBS OCONNOR LLC | 4 | 1 | 0.01% | 0.21% | 0.49% | Q2 2013 | Q3 2022 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q1 2023 | 8 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 1 | 0.03% | 0.67% | 0.87% | Q4 2016 | Q2 2020 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Qtron Investments LLC | 3 | 1 | 0.06% | 0.20% | 0.42% | Q4 2018 | Q1 2023 | 8 |
RAY GERALD L & ASSOCIATES LTD | 7 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2015 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 8 |
ClearBridge Investments Ltd | 4 | 2 | 0.00% | 1.02% | 5.08% | Q2 2016 | Q4 2021 | 8 |
Mirae Asset Global Investments Co., Ltd. | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2023 | 8 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 8 |
Hills Bank & Trust Co | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 8 |
WESTPORT ASSET MANAGEMENT INC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q4 2022 | 8 |
Interval Partners, LP | 2 | 1 | 0.04% | 0.36% | 1.04% | Q3 2014 | Q1 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
LMR Partners LLP | 2 | 1 | 0.08% | 0.45% | 1.59% | Q4 2014 | Q4 2021 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.28% | 0.34% | 0.45% | Q2 2013 | Q1 2015 | 8 |
Prime Capital Investment Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.05% | Q4 2018 | Q2 2023 | 8 |
Cubic Asset Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Financial Management Professionals, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 8 |
WEALTHSOURCE PARTNERS, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Artemis Investment Management LLP | 7 | 1 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 8 |
Vigilant Capital Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 8 |
Fruth Investment Management | 8 | 8 | 0.33% | 0.36% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2015 | 8 |
DAVIS-REA LTD. | 3 | 2 | 0.13% | 0.16% | 0.23% | Q2 2013 | Q3 2018 | 8 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q1 2023 | 8 |
BANCED CORP | 8 | 8 | 0.29% | 0.38% | 0.44% | Q2 2013 | Q1 2015 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.32% | 0.61% | 0.87% | Q1 2017 | Q4 2018 | 8 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 8 |
Worth Venture Partners, LLC | 8 | 8 | 0.21% | 0.46% | 0.76% | Q4 2016 | Q3 2018 | 8 |
FinTrust Capital Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 8 |
Fulcrum Asset Management LLP | 8 | 8 | 0.24% | 1.10% | 4.08% | Q2 2020 | Q1 2022 | 8 |
Permanens Capital L.P. | 8 | 8 | 0.63% | 1.01% | 1.44% | Q2 2021 | Q1 2023 | 8 |
Amundi | 8 | 8 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q1 2023 | 8 |
CLINTON GROUP INC | 3 | 1 | 0.04% | 0.27% | 0.48% | Q4 2013 | Q2 2018 | 8 |
TOMPKINS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 8 |
Arabesque Asset Management Ltd | 5 | 3 | 0.33% | 3.83% | 26.06% | Q4 2020 | Q4 2022 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.08% | 0.33% | Q2 2019 | Q4 2022 | 8 |
Kimelman & Baird, LLC | 8 | 8 | 0.34% | 0.45% | 0.56% | Q2 2013 | Q1 2015 | 8 |
LUMINUS MANAGEMENT LLC | 6 | 1 | 0.15% | 1.06% | 2.69% | Q2 2014 | Q1 2016 | 8 |
NATIXIS | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2022 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q4 2020 | 8 |
SUN LIFE FINANCIAL INC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.01% | 0.09% | 0.22% | Q2 2019 | Q4 2022 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.06% | 0.12% | 0.19% | Q4 2013 | Q3 2019 | 7 |
Kolinsky Wealth Management, LLC | 7 | 7 | 0.24% | 0.27% | 0.29% | Q4 2021 | Q2 2023 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Aft, Forsyth & Sober, LLC | 7 | 7 | 0.38% | 0.49% | 0.59% | Q4 2021 | Q2 2023 | 7 |
Shellback Capital, LP | 4 | 3 | 0.54% | 1.25% | 1.69% | Q4 2014 | Q2 2017 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2015 | 7 |
McClarren Financial Advisors, Inc. | 3 | 1 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q1 2023 | 7 |
EverPoint Asset Management, LLC | 4 | 1 | 0.06% | 0.32% | 0.79% | Q2 2014 | Q3 2016 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
MARIANAS FUND MANAGEMENT LLC | 3 | 2 | 1.09% | 4.81% | 16.19% | Q1 2015 | Q3 2017 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q1 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
FourThought Financial, LLC | 5 | 2 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 7 |
Aldebaran Financial Inc. | 7 | 7 | 0.17% | 0.25% | 0.34% | Q4 2021 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
APPLIED RESEARCH INVESTMENTS, LLC | 7 | 7 | 0.53% | 2.80% | 4.51% | Q3 2020 | Q1 2022 | 7 |
Golden State Equity Partners | 6 | 1 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q1 2023 | 7 |
Airain ltd | 3 | 1 | 0.01% | 0.12% | 0.30% | Q3 2013 | Q2 2017 | 7 |
HighTower Trust Company, N.A. | 4 | 3 | 0.33% | 0.36% | 0.44% | Q2 2021 | Q1 2023 | 7 |
Waldron Private Wealth LLC | 6 | 1 | 0.02% | 0.14% | 0.22% | Q4 2013 | Q2 2021 | 7 |
PITTENGER & ANDERSON INC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q1 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2018 | 7 |
FIRST INTERSTATE BANK | 5 | 2 | 0.02% | 0.03% | 0.07% | Q3 2015 | Q4 2019 | 7 |
CGOV Asset Management | 7 | 7 | 1.91% | 2.58% | 3.18% | Q3 2016 | Q1 2018 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Zions Trust, National Association | 7 | 7 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.08% | 0.66% | 1.24% | Q1 2015 | Q2 2022 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Burgundy Asset Management Ltd. | 6 | 1 | 0.01% | 0.18% | 0.34% | Q2 2014 | Q2 2021 | 7 |
TEACHERS ADVISORS, LLC | 7 | 7 | 0.05% | 0.06% | 0.12% | Q2 2013 | Q4 2014 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Baker Ellis Asset Management LLC | 4 | 1 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q3 2016 | 7 |
Quaero Capital S.A. | 5 | 2 | 0.47% | 0.92% | 1.43% | Q4 2020 | Q1 2023 | 7 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q3 2015 | 7 |
Retirement Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q1 2023 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 7 |
COWEN AND COMPANY, LLC | 4 | 4 | 0.00% | 0.08% | 0.53% | Q1 2021 | Q4 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2022 | 7 |
Atom Investors LP | 5 | 2 | 0.07% | 0.48% | 1.42% | Q3 2019 | Q2 2021 | 7 |
TPI Fund Managers Ltd | 7 | 7 | 1.35% | 2.43% | 2.82% | Q4 2020 | Q2 2022 | 7 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.08% | 0.17% | 0.38% | Q4 2013 | Q1 2018 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.07% | 0.09% | 0.20% | Q2 2013 | Q4 2014 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.13% | 0.20% | 0.31% | Q3 2021 | Q1 2023 | 7 |
Orion Portfolio Solutions, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.08% | 0.11% | 0.14% | Q4 2016 | Q1 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.07% | 0.14% | 0.30% | Q1 2021 | Q1 2023 | 7 |
Tesco Pension Investment Ltd | 7 | 7 | 1.36% | 2.44% | 2.81% | Q4 2020 | Q2 2022 | 7 |
Citizens Business Bank | 7 | 7 | 0.12% | 0.17% | 0.20% | Q1 2017 | Q3 2018 | 7 |
Marathon Asset Management Ltd | 7 | 7 | 0.81% | 1.64% | 2.31% | Q3 2021 | Q1 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 7 |
Tiger Eye Capital LLC | 4 | 1 | 2.21% | 3.35% | 5.49% | Q2 2013 | Q1 2022 | 7 |
Hoxton Financial, Inc. | 7 | 7 | 0.05% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
FORA Capital, LLC | 3 | 2 | 0.09% | 0.25% | 0.64% | Q2 2020 | Q4 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 7 |
PATRON PARTNERS, LLC | 7 | 7 | 0.17% | 0.25% | 0.28% | Q2 2021 | Q4 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
FIRST FOUNDATION ADVISORS | 7 | 7 | 0.34% | 0.97% | 1.56% | Q3 2021 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
First Eagle Investment Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.33% | Q3 2016 | Q1 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2019 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Triasima Portfolio Management inc. | 5 | 2 | 1.89% | 3.86% | 5.64% | Q4 2020 | Q4 2022 | 7 |
PDT Partners, LLC | 5 | 2 | 0.04% | 0.15% | 0.31% | Q2 2013 | Q2 2015 | 7 |
Pacer Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 7 |
Parkside Financial Bank & Trust | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2022 | 7 |
Georgetown University | 6 | 1 | 4.75% | 5.85% | 6.70% | Q4 2020 | Q1 2023 | 7 |
Costello Asset Management, INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Lorne Steinberg Wealth Management Inc. | 6 | 6 | 0.80% | 1.62% | 1.98% | Q4 2021 | Q1 2023 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.61% | 0.67% | 0.78% | Q2 2013 | Q3 2014 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Varma Mutual Pension Insurance Co | 2 | 2 | 0.03% | 0.16% | 0.27% | Q4 2017 | Q2 2022 | 6 |
Alera Investment Advisors, LLC | 4 | 2 | 0.01% | 0.10% | 0.15% | Q4 2018 | Q4 2022 | 6 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.46% | 0.85% | 1.12% | Q2 2013 | Q3 2014 | 6 |
Allen Investment Management, LLC | 6 | 6 | 1.02% | 2.68% | 4.78% | Q3 2021 | Q4 2022 | 6 |
ANCHOR CAPITAL ADVISORS LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.11% | 0.19% | 0.22% | Q4 2021 | Q1 2023 | 6 |
Tower View Wealth Management LLC | 6 | 6 | 1.75% | 2.50% | 2.72% | Q4 2021 | Q1 2023 | 6 |
Austin Asset Management Co Inc | 6 | 6 | 0.29% | 0.31% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.38% | 0.47% | 0.63% | Q1 2018 | Q3 2019 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.42% | 0.56% | 0.72% | Q4 2020 | Q1 2022 | 6 |
Parkwood LLC | 3 | 1 | 0.26% | 0.63% | 0.81% | Q1 2015 | Q1 2018 | 6 |
Bluegrass Capital Partners LP | 6 | 6 | 8.54% | 9.41% | 10.34% | Q4 2021 | Q1 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.32% | 0.68% | 1.18% | Q4 2021 | Q1 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
American Trust | 6 | 6 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q1 2023 | 6 |
CONDOR CAPITAL MANAGEMENT | 6 | 6 | 0.41% | 0.45% | 0.51% | Q3 2013 | Q4 2014 | 6 |
RFG Advisory, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
GARRISON POINT ADVISORS, LLC | 6 | 6 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q1 2023 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q1 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
SOPHROSYNE CAPITAL LLC | 6 | 6 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Addison Advisors LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
NJ State Employees Deferred Compensation Plan | 6 | 6 | 0.08% | 0.10% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Modera Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CONTINENTAL INVESTORS SERVICES, INC. | 6 | 6 | 1.19% | 1.33% | 1.47% | Q4 2021 | Q1 2023 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOSTON PRIVATE BANK & TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.09% | 1.12% | 2.28% | Q2 2013 | Q1 2015 | 6 |
Mayflower Financial Advisors, LLC | 6 | 6 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2023 | 6 |
ING GROEP NV | 5 | 1 | 0.00% | 0.14% | 0.81% | Q2 2014 | Q2 2022 | 6 |
First City Capital Management, Inc. | 6 | 6 | 0.24% | 0.26% | 0.27% | Q4 2021 | Q1 2023 | 6 |
Cerebellum GP, LLC | 3 | 1 | 0.09% | 0.18% | 0.31% | Q4 2017 | Q2 2020 | 6 |
Retirement Planning Group, LLC | 6 | 6 | 0.33% | 0.39% | 0.43% | Q4 2021 | Q1 2023 | 6 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.01% | 0.55% | 0.72% | Q1 2018 | Q1 2023 | 6 |
PARNASSUS INVESTMENTS, LLC | 6 | 6 | 0.87% | 1.81% | 2.27% | Q4 2021 | Q1 2023 | 6 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 6 | 6 | 0.23% | 1.77% | 2.54% | Q2 2017 | Q3 2018 | 6 |
Granite Investment Partners, LLC | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
KLINGENSTEIN FIELDS & CO LP | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Busey Bank | 6 | 6 | 0.42% | 0.47% | 0.52% | Q4 2021 | Q1 2023 | 6 |
Summit Asset Management, LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q1 2023 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.28% | 0.47% | 1.12% | Q4 2021 | Q1 2023 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.06% | 0.22% | 0.28% | Q3 2013 | Q4 2014 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.29% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
DF DENT & CO INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Sound View Wealth Advisors Group, LLC | 6 | 6 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q1 2023 | 6 |
WESBANCO BANK INC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Bell Investment Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
MARATHON CAPITAL MANAGEMENT | 4 | 1 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 6 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q1 2023 | 6 |
Fernwood Investment Management, LLC | 6 | 6 | 0.23% | 0.28% | 0.34% | Q3 2014 | Q4 2015 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Integrated Advisors Network LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q1 2021 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.03% | 0.18% | 0.54% | Q4 2019 | Q2 2022 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Evanston Investments, Inc., dba Evanston Advisors | 6 | 6 | 1.93% | 2.05% | 2.16% | Q3 2017 | Q4 2018 | 6 |
Clarius Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Galibier Capital Management Ltd. | 6 | 6 | 8.48% | 9.40% | 10.40% | Q4 2021 | Q1 2023 | 6 |
Paragon Capital Management LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2023 | 6 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 6 |
TIEDEMANN ADVISORS, LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Inscription Capital, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 6 |
NorthCrest Asset Manangement, LLC | 6 | 6 | 0.52% | 0.56% | 0.64% | Q4 2021 | Q1 2023 | 6 |
Montis Financial, LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q4 2021 | Q1 2023 | 6 |
Arlington Partners LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Bogart Wealth, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q3 2017 | Q4 2022 | 6 |
Fairfax Financial Holdings | 6 | 6 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q1 2023 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Stamos Capital Partners, L.P. | 5 | 1 | 0.15% | 0.27% | 0.38% | Q1 2020 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.54% | 0.63% | 0.68% | Q4 2021 | Q1 2023 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q1 2023 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2015 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.35% | 0.38% | 0.40% | Q4 2016 | Q1 2018 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Calamos Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 6 |
Supplemental Annuity Collective Trust of NJ | 6 | 6 | 0.36% | 0.41% | 0.48% | Q4 2021 | Q1 2023 | 6 |
Waterfront Wealth Inc. | 6 | 6 | 0.08% | 0.44% | 0.57% | Q4 2021 | Q1 2023 | 6 |
Financial Partners Group, Inc | 6 | 6 | 0.77% | 0.88% | 0.94% | Q4 2021 | Q1 2023 | 6 |
RDST Capital LLC | 6 | 6 | 3.57% | 7.24% | 9.88% | Q4 2021 | Q1 2023 | 6 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 6 | 6 | 1.00% | 1.22% | 1.38% | Q4 2021 | Q1 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.01% | 0.07% | 0.34% | Q4 2021 | Q1 2023 | 6 |
KENFARB & CO. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q1 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 1.13% | 1.28% | 1.42% | Q4 2021 | Q1 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Sabal Trust CO | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 0.46% | 0.88% | 1.71% | Q4 2021 | Q1 2023 | 6 |
ARGA Investment Management, LP | 6 | 6 | 0.08% | 0.30% | 0.75% | Q4 2018 | Q1 2020 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2015 | 6 |
Douglas Lane & Associates, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 6 |
Norman Fields, Gottscho Capital Management, LLC | 3 | 3 | 0.09% | 0.19% | 0.42% | Q2 2022 | Q4 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.07% | 2.55% | 3.98% | Q2 2013 | Q3 2014 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
IFG Advisory, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
ALERUS FINANCIAL NA | 6 | 6 | 0.24% | 0.30% | 0.33% | Q4 2021 | Q1 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.10% | 0.18% | 0.29% | Q4 2021 | Q1 2023 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Platform Technology Partners | 6 | 6 | 0.29% | 0.34% | 0.37% | Q4 2021 | Q1 2023 | 6 |
EMFO, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Hudson Bay Capital Management LP | 4 | 1 | 0.02% | 0.06% | 0.11% | Q2 2015 | Q4 2018 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q1 2015 | 6 |
Redmond Asset Management, LLC | 6 | 6 | 0.87% | 1.36% | 1.53% | Q4 2021 | Q1 2023 | 6 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 6 |
Baader Bank Aktiengesellschaft | 6 | 6 | 0.09% | 0.18% | 0.35% | Q4 2021 | Q1 2023 | 6 |
VALLEY NATIONAL ADVISERS INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 4 | 2 | 0.10% | 0.55% | 1.41% | Q4 2013 | Q2 2015 | 6 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Santa Fe Partners LLC | 4 | 1 | 0.04% | 0.15% | 0.30% | Q2 2013 | Q1 2015 | 6 |
GILDER GAGNON HOWE & CO LLC | 6 | 6 | 0.00% | 0.49% | 1.51% | Q4 2021 | Q1 2023 | 6 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 6 | 6 | 1.26% | 1.44% | 1.49% | Q4 2021 | Q1 2023 | 6 |
Cerity Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Glenview Capital Management | 5 | 1 | 0.14% | 0.40% | 0.78% | Q2 2013 | Q3 2015 | 6 |
Walker Asset Management, LLC | 6 | 6 | 0.31% | 0.37% | 0.41% | Q4 2021 | Q1 2023 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q1 2023 | 6 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 6 | 6 | 1.79% | 2.46% | 2.82% | Q4 2021 | Q1 2023 | 6 |
GPM Growth Investors, Inc. | 6 | 6 | 1.88% | 2.29% | 2.39% | Q4 2021 | Q1 2023 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.20% | 0.22% | 0.27% | Q4 2021 | Q1 2023 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q4 2015 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Palestra Capital Management LLC | 6 | 6 | 2.62% | 3.30% | 3.88% | Q1 2014 | Q2 2015 | 6 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.28% | 0.30% | 0.31% | Q4 2021 | Q1 2023 | 6 |
Opal Wealth Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.32% | Q4 2021 | Q1 2023 | 6 |
Heathbridge Capital Management Ltd. | 6 | 6 | 4.77% | 5.92% | 7.15% | Q4 2021 | Q1 2023 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2016 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 4 | 2 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q1 2022 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
BBR PARTNERS, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MYCIO WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Frontier Wealth Management LLC | 3 | 3 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q2 2022 | 6 |
SFMG, LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Sunriver Management LLC | 5 | 1 | 2.94% | 3.83% | 5.62% | Q2 2016 | Q2 2018 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.18% | 0.20% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Coastline Trust Co | 6 | 6 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2022 | 6 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.43% | 1.26% | Q4 2016 | Q1 2023 | 6 |
Legacy Financial Strategies, LLC | 6 | 6 | 0.30% | 0.34% | 0.37% | Q4 2021 | Q1 2023 | 6 |
Blue Barn Wealth, LLC | 6 | 6 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q1 2023 | 6 |
National Pension Service | 4 | 1 | 0.00% | 0.16% | 0.22% | Q4 2016 | Q4 2021 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q4 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.16% | 0.23% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
STONE RUN CAPITAL, LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.06% | 0.09% | 0.13% | Q3 2021 | Q4 2022 | 6 |
Apollon Wealth Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
JMAC ENTERPRISES LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Bath Savings Trust Co | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Legacy Bridge, LLC | 6 | 6 | 0.23% | 0.30% | 0.33% | Q4 2021 | Q1 2023 | 6 |
Larson Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
LETKO, BROSSEAU & ASSOCIATES INC | 6 | 6 | 0.04% | 0.35% | 0.68% | Q2 2013 | Q3 2014 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.50% | 1.95% | 3.23% | Q2 2013 | Q1 2021 | 6 |
James Hambro & Partners | 6 | 6 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 6 |
CHOREO, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
CHANNING GLOBAL ADVISORS, LLC | 5 | 5 | 9.55% | 11.28% | 12.96% | Q4 2021 | Q4 2022 | 5 |
Teza Capital Management LLC | 4 | 1 | 0.16% | 0.32% | 0.62% | Q1 2017 | Q1 2019 | 5 |
Eagle Bay Advisors LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 5 |
Asset Allocation & Management Company, LLC | 5 | 5 | 0.10% | 0.17% | 0.24% | Q4 2021 | Q4 2022 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 1 | 0.21% | 0.72% | 1.37% | Q4 2016 | Q1 2023 | 5 |
Dakota Wealth Management | 5 | 5 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q1 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Mathes Company, Inc. | 3 | 2 | 0.61% | 0.64% | 0.68% | Q2 2022 | Q3 2023 | 5 |
XML Financial, LLC | 3 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2023 | 5 |
Reynders McVeigh Capital Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Badgley Phelps Wealth Managers, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Concorde Financial Corp | 5 | 5 | 1.36% | 1.70% | 2.67% | Q4 2021 | Q4 2022 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 1 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q3 2016 | 5 |
Accretive Wealth Partners, LLC | 5 | 5 | 0.41% | 0.42% | 0.43% | Q1 2022 | Q1 2023 | 5 |
Hunter Perkins Capital Management, LLC | 5 | 5 | 2.71% | 2.79% | 2.85% | Q4 2021 | Q4 2022 | 5 |
ATLAS CAPITAL ADVISORS LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q4 2021 | 5 |
PSI Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Norway Savings Bank | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
FAS Wealth Partners, Inc. | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
WBH ADVISORY INC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 5 |
Metis Global Partners, LLC | 5 | 5 | 0.19% | 0.30% | 0.39% | Q1 2022 | Q1 2023 | 5 |
Capital International Sarl | 5 | 5 | 0.26% | 0.63% | 0.89% | Q1 2022 | Q1 2023 | 5 |
Maven Securities LTD | 4 | 1 | 0.13% | 0.65% | 1.71% | Q3 2018 | Q4 2020 | 5 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.22% | 0.36% | Q2 2013 | Q1 2016 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.77% | 1.06% | 1.21% | Q4 2021 | Q4 2022 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.94% | 1.79% | 3.46% | Q4 2020 | Q4 2021 | 5 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 5 | 5 | 0.07% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Abacus Wealth Partners, LLC | 3 | 2 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q1 2023 | 5 |
Skye Global Management LP | 4 | 1 | 0.42% | 1.30% | 2.88% | Q1 2021 | Q1 2023 | 5 |
TRAVELERS COMPANIES, INC. | 5 | 5 | 1.14% | 1.20% | 1.26% | Q2 2013 | Q2 2014 | 5 |
Column Capital Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 5 |
GABLES CAPITAL MANAGEMENT INC. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
OAK HARBOR WEALTH PARTNERS, LLC | 3 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 1.27% | 2.07% | 2.37% | Q4 2021 | Q4 2022 | 5 |
WD RUTHERFORD LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
WIMMER ASSOCIATES 1, LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MBM Wealth Consultants, LLC | 5 | 5 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Private Capital Advisors, Inc. | 5 | 5 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2022 | 5 |
BLB&B Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Brown Advisory Securities, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2014 | Q4 2016 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Atlantic Union Bankshares Corp | 5 | 5 | 0.46% | 0.48% | 0.51% | Q1 2022 | Q1 2023 | 5 |
AIA Group Ltd | 5 | 5 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Successful Portfolios LLC | 5 | 5 | 0.13% | 0.15% | 0.15% | Q4 2021 | Q4 2022 | 5 |
Manhattan West Asset Management, LLC | 5 | 5 | 0.32% | 0.43% | 0.49% | Q1 2022 | Q1 2023 | 5 |
Grandview Asset Management LLC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q4 2022 | 5 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 5 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.15% | 0.43% | Q4 2013 | Q4 2016 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.72% | 1.79% | Q4 2019 | Q3 2022 | 5 |
Institute for Wealth Management, LLC. | 5 | 5 | 0.33% | 0.39% | 0.44% | Q4 2021 | Q4 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 5 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Lombard Odier & Cie (Canada), Limited Partnership | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2014 | Q3 2015 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.04% | 0.06% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Versor Investments LP | 4 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2019 | 5 |
MEITAV INVESTMENT HOUSE LTD | 5 | 5 | 0.66% | 0.97% | 1.41% | Q2 2020 | Q2 2021 | 5 |
SONATA CAPITAL GROUP INC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.14% | 0.31% | 0.41% | Q3 2013 | Q3 2014 | 5 |
Moreno Evelyn V | 5 | 5 | 0.05% | 0.06% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Centerpoint Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
BAHL & GAYNOR INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SEGALL BRYANT & HAMILL, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Grove Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 5 |
Roble, Belko & Company, Inc | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 5 |
LUCAS CAPITAL MANAGEMENT | 3 | 2 | 0.06% | 0.10% | 0.19% | Q1 2013 | Q3 2014 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
GVO Asset Management Ltd | 5 | 5 | 2.58% | 5.52% | 7.79% | Q2 2020 | Q2 2021 | 5 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.14% | 0.19% | 0.29% | Q2 2014 | Q3 2019 | 5 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 2 | 0.03% | 0.60% | 1.08% | Q1 2021 | Q2 2022 | 5 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.06% | 0.17% | 0.24% | Q1 2017 | Q1 2018 | 5 |
Eidelman Virant Capital | 4 | 1 | 0.36% | 0.41% | 0.47% | Q2 2015 | Q3 2022 | 5 |
Impala Asset Management LLC | 1 | 1 | 0.06% | 0.44% | 1.06% | Q2 2013 | Q2 2020 | 5 |
Sequoia Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Baskin Financial Services Inc. | 5 | 5 | 2.67% | 3.22% | 3.69% | Q4 2010 | Q4 2011 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 5 | 5 | 5.62% | 7.73% | 8.85% | Q1 2022 | Q1 2023 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.15% | 0.46% | 0.69% | Q1 2022 | Q1 2023 | 5 |
LCNB CORP | 5 | 5 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q1 2023 | 5 |
AMS Capital Ltda | 5 | 5 | 2.54% | 4.39% | 5.54% | Q1 2022 | Q1 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
CAPITAL INTERNATIONAL LTD /CA/ | 5 | 5 | 0.50% | 0.87% | 1.12% | Q1 2022 | Q1 2023 | 5 |
StrategIQ Financial Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Blue Ridge Capital, L.L.C. | 5 | 5 | 1.66% | 2.54% | 3.06% | Q4 2015 | Q4 2016 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.27% | 0.86% | 1.23% | Q1 2022 | Q1 2023 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 5 |
CenterBook Partners LP | 4 | 1 | 0.16% | 0.28% | 0.47% | Q4 2021 | Q1 2023 | 5 |
BMS Financial Advisors, LLC | 5 | 5 | 0.26% | 0.28% | 0.31% | Q1 2022 | Q1 2023 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 0.16% | 0.35% | Q2 2014 | Q3 2020 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.20% | 0.25% | 0.28% | Q2 2014 | Q2 2015 | 5 |
Jackson Wealth Management, LLC | 3 | 2 | 0.08% | 0.18% | 0.41% | Q4 2021 | Q1 2023 | 5 |
Capital Market Strategies LLC | 5 | 5 | 0.21% | 0.25% | 0.28% | Q4 2021 | Q4 2022 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CASTLEARK MANAGEMENT LLC | 5 | 5 | 0.05% | 0.93% | 1.21% | Q1 2020 | Q1 2021 | 5 |
EdgePoint Investment Group Inc. | 5 | 5 | 0.31% | 0.42% | 0.57% | Q1 2021 | Q1 2022 | 5 |
Capital International, Inc./CA/ | 5 | 5 | 0.09% | 0.41% | 0.70% | Q1 2022 | Q1 2023 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 3 | 2 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q1 2023 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
CATAPULT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.28% | 0.56% | 0.98% | Q2 2014 | Q3 2015 | 5 |
COUNTRY CLUB BANK /GFN | 5 | 5 | 0.21% | 0.24% | 0.32% | Q1 2022 | Q1 2023 | 5 |
HighVista Strategies LLC | 5 | 5 | 0.16% | 0.17% | 0.20% | Q1 2015 | Q1 2016 | 5 |
Signition LP | 5 | 5 | 0.16% | 1.51% | 4.46% | Q4 2018 | Q4 2019 | 5 |
Harbor Advisors LLC | 5 | 5 | 0.25% | 0.31% | 0.35% | Q4 2021 | Q4 2022 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 5 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 5 |
Cordasco Financial Network | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.11% | 0.18% | 0.22% | Q4 2021 | Q4 2022 | 5 |
BlackRock Group LTD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2016 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2017 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q1 2017 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.23% | 0.54% | 1.02% | Q2 2013 | Q1 2014 | 4 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.61% | 0.68% | 0.78% | Q2 2014 | Q1 2015 | 4 |
APPLETON PARTNERS INC/MA | 4 | 4 | 0.05% | 0.14% | 0.22% | Q2 2022 | Q1 2023 | 4 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Centenus Global Management, LP | 2 | 1 | 0.07% | 0.71% | 1.24% | Q1 2018 | Q4 2019 | 4 |
Seven Springs Wealth Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2021 | 4 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2017 | Q3 2019 | 4 |
Crosspoint Capital Strategies, LLC | 4 | 4 | 0.01% | 0.29% | 0.72% | Q1 2014 | Q4 2014 | 4 |
AJO, LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Ironwood Investment Counsel, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2022 | 4 |
PANAGORA ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Zurich Insurance Group Ltd/FI | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2019 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
KGH Ltd | 4 | 4 | 0.10% | 0.12% | 0.14% | Q1 2017 | Q4 2017 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Vantage Investment Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Anomaly Capital Management, LP | 4 | 4 | 0.85% | 4.16% | 7.43% | Q3 2021 | Q2 2022 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.50% | 1.98% | Q4 2013 | Q4 2023 | 4 |
Sugarloaf Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2023 | 4 |
Senator Investment Group LP | 2 | 2 | 0.42% | 1.35% | 2.50% | Q2 2015 | Q2 2022 | 4 |
New Millennium Group LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CIBC WORLD MARKETS CORP | 4 | 4 | 0.26% | 0.43% | 0.60% | Q4 2021 | Q3 2022 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 1.26% | 1.29% | 1.35% | Q2 2022 | Q1 2023 | 4 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.11% | 0.36% | Q4 2020 | Q1 2023 | 4 |
Consulta Ltd | 4 | 4 | 3.53% | 5.29% | 6.40% | Q2 2022 | Q1 2023 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Catalyst Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2018 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 4 |
Cohen Capital Management, Inc. | 4 | 4 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q4 2022 | 4 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Douglas C. Lane & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
SeaTown Holdings Pte. Ltd. | 4 | 4 | 0.64% | 3.66% | 5.49% | Q2 2016 | Q1 2017 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.15% | 0.51% | Q4 2018 | Q4 2021 | 4 |
Probity Advisors, Inc. | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q4 2022 | 4 |
abrdn Investment Management Ltd | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q4 2016 | 4 |
Delta Investment Management, LLC | 4 | 4 | 0.10% | 0.23% | 0.32% | Q2 2022 | Q1 2023 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
SAGE PRIVATE WEALTH GROUP, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.10% | 0.14% | Q2 2019 | Q1 2021 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.14% | 0.22% | Q1 2021 | Q4 2022 | 4 |
Fund Management at Engine No. 1 LLC | 4 | 4 | 0.71% | 1.31% | 1.75% | Q1 2022 | Q4 2022 | 4 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Tenere Capital LLC | 4 | 4 | 3.00% | 3.84% | 4.69% | Q2 2022 | Q1 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CADIAN CAPITAL MANAGEMENT, LP | 4 | 4 | 0.34% | 1.13% | 1.49% | Q4 2014 | Q3 2015 | 4 |
AMF Tjanstepension AB | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.20% | 0.54% | Q4 2021 | Q4 2022 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q1 2023 | 4 |
Nicholas Hoffman & Company, LLC. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q1 2023 | 4 |
ARS Investment Partners, LLC | 4 | 4 | 0.29% | 0.98% | 1.32% | Q3 2014 | Q2 2015 | 4 |
SS&H Financial Advisors, Inc. | 4 | 4 | 0.23% | 0.24% | 0.25% | Q1 2022 | Q4 2022 | 4 |
DULCET CAPITAL MANAGEMENT | 4 | 4 | 6.65% | 9.41% | 15.08% | Q4 2015 | Q3 2016 | 4 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Buffington Mohr McNeal | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2022 | 4 |
Atria Wealth Solutions, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
DC Investments Management, LLC | 2 | 2 | 0.10% | 0.13% | 0.15% | Q4 2017 | Q2 2019 | 4 |
PECAUT & CO. | 4 | 4 | 0.75% | 0.80% | 0.90% | Q2 2022 | Q1 2023 | 4 |
KCM INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 0.91% | 1.24% | 1.45% | Q2 2022 | Q1 2023 | 4 |
Wahed Invest LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 4 |
Core Alternative Capital | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Conatus Capital Management LP | 3 | 1 | 2.72% | 4.04% | 4.85% | Q2 2013 | Q2 2015 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 4 | 0.35% | 0.39% | 0.40% | Q1 2015 | Q4 2015 | 4 |
River Road Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
ALLSTATE CORP | 4 | 4 | 0.03% | 0.07% | 0.13% | Q4 2013 | Q3 2014 | 4 |
SPROTT INC. | 3 | 1 | 0.06% | 0.27% | 0.81% | Q1 2015 | Q2 2017 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Hoese & Co LLP | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.03% | 0.16% | 0.31% | Q2 2013 | Q1 2014 | 4 |
TODD ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.12% | 0.19% | Q4 2014 | Q3 2015 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 3 | 1 | 0.03% | 0.07% | 0.09% | Q2 2014 | Q4 2021 | 4 |
Index Management Solutions, LLC | 2 | 2 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2014 | 4 |
Sweet Financial Partners, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 0.17% | 0.36% | Q1 2018 | Q1 2019 | 4 |
WADE G W & INC | 3 | 1 | 0.01% | 0.06% | 0.16% | Q2 2016 | Q2 2022 | 4 |
RDA Financial Network | 4 | 4 | 0.10% | 0.10% | 0.11% | Q1 2019 | Q4 2019 | 4 |
Granite Investment Advisors, LLC | 4 | 4 | 0.41% | 0.47% | 0.54% | Q3 2020 | Q2 2021 | 4 |
Progressive Investment Management Corp | 4 | 4 | 0.02% | 1.14% | 2.32% | Q2 2014 | Q1 2015 | 4 |
ZEVIN ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.12% | 0.15% | Q2 2014 | Q1 2015 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2022 | 3 |
ARGONAUT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.41% | 1.09% | 1.69% | Q2 2013 | Q3 2014 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.91% | 1.89% | Q4 2021 | Q4 2022 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.08% | 0.09% | Q4 2015 | Q4 2022 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
SAYA MANAGEMENT LP | 3 | 3 | 8.24% | 10.90% | 12.99% | Q1 2020 | Q3 2020 | 3 |
Daiwa Securities Group Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2021 | 3 |
Chevy Chase Trust Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.14% | 0.26% | Q1 2019 | Q3 2019 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
CNB Bank | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 3 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
TIG Advisors, LLC | 3 | 3 | 0.06% | 0.27% | 0.60% | Q1 2021 | Q3 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
COMMONS CAPITAL, LLC | 2 | 1 | 0.21% | 0.26% | 0.33% | Q4 2021 | Q4 2022 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.08% | 0.23% | 0.39% | Q1 2014 | Q4 2015 | 3 |
CFO4Life Group, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q1 2021 | 3 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2023 | 3 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 3 |
West Family Investments, Inc. | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2022 | 3 |
MQS Management LLC | 3 | 3 | 0.26% | 0.45% | 0.76% | Q3 2022 | Q1 2023 | 3 |
Vollero Beach Capital Partners LLC | 2 | 1 | 0.36% | 0.55% | 0.78% | Q4 2013 | Q2 2016 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Tradeworx Inc. | 3 | 3 | 0.10% | 0.37% | 0.85% | Q2 2013 | Q4 2013 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Horizon Investment Services, LLC | 3 | 3 | 1.51% | 1.53% | 1.56% | Q3 2020 | Q1 2021 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q2 2022 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Tarbox Family Office, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.30% | 0.46% | 0.77% | Q3 2020 | Q1 2021 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.12% | 0.26% | 0.46% | Q4 2014 | Q1 2018 | 3 |
Nebula Capital Management, LP | 3 | 3 | 0.36% | 0.75% | 0.96% | Q3 2013 | Q1 2014 | 3 |
NAYA CAPITAL MANAGEMENT UK LTD | 3 | 3 | 16.96% | 19.85% | 24.69% | Q3 2022 | Q1 2023 | 3 |
XTX Topco Ltd | 3 | 3 | 0.23% | 0.31% | 0.40% | Q2 2022 | Q4 2022 | 3 |
One Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.27% | 0.62% | Q1 2021 | Q2 2022 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.01% | 0.10% | 0.28% | Q1 2014 | Q1 2015 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.66% | 0.72% | 0.75% | Q2 2022 | Q4 2022 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FORT PITT CAPITAL GROUP, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q3 2022 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Banco de Sabadell, S.A | 1 | 1 | 0.11% | 0.28% | 0.56% | Q3 2018 | Q3 2020 | 3 |
STEPH & CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Quilter Plc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Precocity Capital LP | 3 | 3 | 1.70% | 2.71% | 3.76% | Q3 2017 | Q1 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2023 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.12% | 0.69% | 1.07% | Q3 2016 | Q2 2017 | 3 |
JNE Partners LLP | 3 | 3 | 11.24% | 12.55% | 14.44% | Q3 2021 | Q1 2022 | 3 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 3 | 0.25% | 0.26% | 0.27% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Leap Investments LP | 2 | 1 | 0.18% | 0.34% | 0.51% | Q3 2019 | Q2 2020 | 3 |
PATTEN & PATTEN INC/TN | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.07% | 0.16% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Alpha Cubed Investments, LLC | 2 | 1 | 0.02% | 0.11% | 0.28% | Q4 2013 | Q2 2022 | 3 |
Hexavest Inc. | 3 | 3 | 0.02% | 0.10% | 0.16% | Q1 2020 | Q3 2020 | 3 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2015 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.05% | 0.15% | 0.35% | Q3 2019 | Q1 2020 | 3 |
GlobalBridge, Inc. | 3 | 3 | 0.20% | 0.24% | 0.26% | Q3 2013 | Q1 2014 | 3 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q4 2022 | 3 |
State of Wyoming | 3 | 3 | 0.04% | 0.18% | 0.47% | Q1 2021 | Q3 2021 | 3 |
Findlay Park Partners LLP | 3 | 3 | 0.07% | 0.37% | 0.64% | Q4 2014 | Q2 2015 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 2.28% | 2.41% | 2.48% | Q2 2013 | Q4 2013 | 3 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.08% | 0.24% | 0.53% | Q3 2014 | Q3 2016 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.02% | 0.56% | 1.28% | Q2 2015 | Q1 2016 | 3 |
Belmont Global Advisors, Inc. | 3 | 3 | 0.57% | 0.75% | 0.94% | Q2 2014 | Q4 2014 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.30% | 0.46% | 0.73% | Q2 2013 | Q1 2014 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.01% | 0.20% | 0.39% | Q3 2016 | Q1 2017 | 3 |
Burt Wealth Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2018 | 3 |
Arkadios Wealth Advisors | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.32% | 0.60% | 1.10% | Q4 2021 | Q2 2022 | 3 |
Diametric Capital, LP | 1 | 1 | 0.13% | 0.84% | 1.21% | Q4 2017 | Q3 2022 | 3 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
PineBridge Investments, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.17% | 0.26% | Q2 2021 | Q3 2022 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.19% | 0.61% | 1.29% | Q2 2013 | Q1 2016 | 3 |
Jade Capital Advisors, LLC | 2 | 1 | 1.07% | 2.11% | 2.76% | Q2 2020 | Q1 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
TOBAM | 3 | 3 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Matthew 25 Management Corp | 3 | 3 | 0.48% | 1.24% | 1.71% | Q4 2021 | Q2 2022 | 3 |
L & S Advisors Inc | 1 | 1 | 1.99% | 2.14% | 2.42% | Q2 2013 | Q3 2014 | 3 |
TREMBLANT CAPITAL GROUP | 3 | 3 | 1.28% | 1.37% | 1.46% | Q4 2015 | Q2 2016 | 3 |
Renasant Bank | 3 | 3 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q2 2021 | 3 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2013 | Q2 2019 | 3 |
ALGERT GLOBAL LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2020 | Q3 2020 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Symmetry Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q4 2021 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 3 |
Hardman Johnston Global Advisors LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q3 2014 | Q1 2015 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Accurate Wealth Management, LLC | 1 | 1 | 0.06% | 0.14% | 0.24% | Q4 2021 | Q4 2022 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 3 |
Factorial Partners, LLC | 2 | 1 | 0.51% | 1.01% | 1.69% | Q4 2017 | Q1 2019 | 3 |
FirstPurpose Wealth LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Boston Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Baillie Gifford | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Hudson Value Partners, LLC | 3 | 3 | 0.37% | 0.40% | 0.46% | Q3 2022 | Q1 2023 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.16% | 0.21% | 0.25% | Q4 2020 | Q1 2023 | 3 |
USCA RIA LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 3 |
Dai-ichi Life Insurance Company, Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.17% | 0.19% | 0.22% | Q4 2017 | Q4 2018 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2021 | 3 |
Centerline Investment Partners, LP | 3 | 3 | 1.59% | 2.87% | 5.28% | Q1 2014 | Q3 2014 | 3 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.33% | 0.84% | 1.46% | Q2 2013 | Q3 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 2 |
Cloud Gate Capital, LLC | 2 | 2 | 4.10% | 4.91% | 5.73% | Q2 2015 | Q3 2015 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Corundum Group, Inc. | 2 | 2 | 0.85% | 0.96% | 1.07% | Q3 2014 | Q4 2014 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q3 2013 | 2 |
BARING ASSET MANAGEMENT Ltd | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Quadrature Capital LLP | 2 | 2 | 1.04% | 1.75% | 2.46% | Q4 2014 | Q1 2015 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.27% | 0.36% | 0.44% | Q1 2015 | Q2 2015 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q3 2020 | 2 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q3 2014 | 2 |
Carmignac Gestion | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2022 | Q1 2023 | 2 |
NuWave Investment Management, LLC | 1 | 1 | 0.10% | 0.14% | 0.17% | Q4 2021 | Q3 2022 | 2 |
PGGM Investments | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Capital Group Investment Management Pte. Ltd. | 2 | 2 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.58% | 0.62% | 0.65% | Q3 2021 | Q4 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.04% | 0.35% | 0.66% | Q3 2018 | Q2 2019 | 2 |
Compass Wealth Management LLC | 2 | 2 | 1.37% | 1.37% | 1.37% | Q4 2022 | Q1 2023 | 2 |
LMG Wealth Partners, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
Shay Capital LLC | 2 | 2 | 0.08% | 0.21% | 0.33% | Q3 2021 | Q4 2021 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Cercano Management LLC | 2 | 2 | 1.19% | 1.20% | 1.20% | Q4 2022 | Q1 2023 | 2 |
Leucadia National | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q1 2023 | 2 |
Windmill Hill Asset Management Ltd | 2 | 2 | 1.88% | 1.98% | 2.08% | Q4 2022 | Q1 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Crestline Management, LP | 1 | 1 | 0.19% | 0.31% | 0.43% | Q4 2017 | Q4 2021 | 2 |
Clear Sky Advisers, LLC | 2 | 2 | 2.90% | 2.97% | 3.04% | Q3 2022 | Q4 2022 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2017 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q3 2021 | Q4 2021 | 2 |
Sage Asset Management, L.P. | 2 | 2 | 2.78% | 3.54% | 4.30% | Q2 2013 | Q3 2013 | 2 |
Nuveen Fund Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q3 2016 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.15% | 0.30% | Q1 2017 | Q1 2020 | 2 |
Vestcor Inc | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.08% | 0.11% | Q1 2016 | Q2 2019 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2019 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
NorthLanding Financial Partners, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q4 2022 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q1 2023 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BADGLEY PHELPS & BELL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 2 |
Kula Investments, LLC | 2 | 2 | 0.10% | 0.20% | 0.29% | Q4 2022 | Q1 2023 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Forge First Asset Management Inc. | 2 | 2 | 7.70% | 11.52% | 15.35% | Q4 2022 | Q1 2023 | 2 |
Sound Stewardship, LLC | 2 | 2 | 0.44% | 0.46% | 0.47% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.66% | 0.76% | 0.86% | Q4 2022 | Q1 2023 | 2 |
F&C Asset Management plc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Numeric Investors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Ovata Capital Management Ltd | 2 | 2 | 0.00% | 0.16% | 0.33% | Q3 2021 | Q4 2021 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.45% | 0.49% | 0.54% | Q1 2022 | Q2 2022 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.20% | 0.32% | 0.44% | Q1 2016 | Q1 2017 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2014 | Q4 2014 | 2 |
FORT, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.26% | 0.33% | 0.39% | Q4 2013 | Q1 2014 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Aureus Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
HARDING LOEVNER LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Tredje AP-fonden | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
RIT CAPITAL PARTNERS PLC | 2 | 2 | 11.93% | 12.67% | 13.41% | Q4 2022 | Q1 2023 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2022 | Q2 2022 | 2 |
GRAHAM & DODD FUND, LLC | 2 | 2 | 0.97% | 1.02% | 1.06% | Q3 2013 | Q4 2013 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 0.55% | 0.58% | 0.61% | Q2 2014 | Q3 2014 | 2 |
Amici Capital, LLC | 1 | 1 | 0.12% | 0.18% | 0.23% | Q2 2015 | Q2 2016 | 2 |
WFG Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Pentwater Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.43% | 1.27% | 2.11% | Q2 2015 | Q2 2017 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 3.50% | 6.02% | 8.55% | Q3 2022 | Q4 2022 | 2 |
Covenant Asset Management, LLC | 2 | 2 | 0.36% | 0.38% | 0.41% | Q4 2021 | Q1 2022 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.20% | 0.24% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 0.76% | 2.12% | 3.48% | Q2 2014 | Q3 2016 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.05% | 0.33% | 0.62% | Q4 2013 | Q4 2014 | 2 |
Sustainable Growth Advisers, LP | 2 | 2 | 0.02% | 0.38% | 0.73% | Q4 2022 | Q1 2023 | 2 |
Islet Management, LP | 1 | 1 | 2.12% | 6.72% | 11.32% | Q4 2018 | Q4 2018 | 2 |
GLADE BROOK CAPITAL PARTNERS LLC | 2 | 2 | 0.84% | 2.40% | 3.95% | Q2 2014 | Q3 2014 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 2.54% | 2.54% | 2.55% | Q2 2022 | Q3 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q4 2021 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 1.11% | 1.35% | 1.59% | Q2 2014 | Q3 2014 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Keeley-Teton Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 2 |
Duquesne Family Office | 1 | 1 | 0.12% | 0.65% | 1.19% | Q2 2014 | Q1 2021 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.21% | 0.28% | 0.35% | Q4 2018 | Q1 2019 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2013 | Q3 2013 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2020 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LGT Group Foundation | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 2 |
RIPOSTE CAPITAL LLC | 2 | 2 | 1.57% | 1.92% | 2.28% | Q4 2022 | Q1 2023 | 2 |
S.A.C. GLOBAL INVESTORS, LLP | 2 | 2 | 0.19% | 0.27% | 0.35% | Q2 2013 | Q3 2013 | 2 |
ROYAL LONDON ASSET MANAGEMENT LTD | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Jafra Capital Management LP | 2 | 2 | 0.27% | 0.28% | 0.30% | Q1 2017 | Q2 2017 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2016 | Q1 2017 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Waycross Investment Management Co | 2 | 2 | 0.61% | 0.61% | 0.62% | Q4 2022 | Q1 2023 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.33% | 0.46% | 0.58% | Q4 2018 | Q4 2021 | 2 |
McCollum Christoferson Group LLC | 2 | 2 | 1.05% | 1.09% | 1.13% | Q4 2022 | Q1 2023 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 0.97% | 1.62% | 2.26% | Q3 2018 | Q2 2019 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 2 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 2 |
YG PARTNERS, LLC | 2 | 2 | 2.41% | 3.38% | 4.35% | Q2 2017 | Q3 2017 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
BEACON FINANCIAL GROUP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Csenge Advisory Group | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q3 2018 | 2 |
Momentum Advisors, LLC | 2 | 2 | 0.62% | 0.63% | 0.63% | Q3 2022 | Q4 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 2 |
SG3 Management, LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q3 2022 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
First Command Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
LBP AM SA | 2 | 2 | 0.70% | 0.73% | 0.75% | Q4 2022 | Q1 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q4 2016 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.43% | 0.66% | 0.88% | Q3 2016 | Q4 2016 | 2 |
Zimmer Partners, LP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.22% | 0.44% | 0.66% | Q3 2013 | Q1 2014 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.55% | 2.27% | 2.98% | Q4 2022 | Q1 2023 | 2 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q2 2020 | Q4 2021 | 2 |
Krilogy Financial LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
GLG INC. | 1 | 1 | 0.43% | 0.46% | 0.49% | Q2 2013 | Q4 2013 | 2 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BIRINYI ASSOCIATES INC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q1 2015 | Q2 2015 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q1 2023 | 2 |
BANBURY PARTNERS LLC | 2 | 2 | 6.32% | 7.99% | 9.67% | Q1 2015 | Q2 2015 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
LGT CAPITAL PARTNERS LTD. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2014 | Q3 2014 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q2 2021 | Q2 2021 | 2 |
EHP Funds Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.01% | 0.22% | 0.44% | Q4 2012 | Q3 2013 | 2 |
Choate Investment Advisors | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BESSEMER SECURITIES LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q4 2022 | Q1 2023 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2021 | Q2 2021 | 1 |
Hickory Lane Capital Management LP | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2022 | Q1 2022 | 1 |
Gerry Farber, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2013 | Q4 2013 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CTF Capital Management, LP | 1 | 1 | 3.30% | 3.30% | 3.30% | Q1 2022 | Q1 2022 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2019 | Q3 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PRECISION PATH CAPITAL, LP | 1 | 1 | 3.81% | 3.81% | 3.81% | Q4 2018 | Q4 2018 | 1 |
Bay Street Capital Partners LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2017 | Q4 2017 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q1 2022 | Q1 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2014 | Q4 2014 | 1 |
PDS Planning, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
&PARTNERS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Sunesis Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TDAM USA INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2021 | Q3 2021 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2023 | Q1 2023 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2013 | Q1 2013 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
South Dakota Investment Council | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ATERNALIS CAPITAL LLC | 1 | 1 | 10.01% | 10.01% | 10.01% | Q1 2016 | Q1 2016 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q2 2015 | Q2 2015 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2014 | Q3 2014 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Canoe Financial LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2023 | Q1 2023 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2017 | Q1 2017 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2013 | Q3 2013 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Hartree Partners, LP | 1 | 1 | 3.31% | 3.31% | 3.31% | Q1 2023 | Q1 2023 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2022 | Q2 2022 | 1 |
BlueSpruce Investments, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Phraction Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2021 | Q2 2021 | 1 |
GWM Asset Management Ltd | 1 | 1 | 3.44% | 3.44% | 3.44% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2015 | Q2 2015 | 1 |
Pineno Levin & Ford Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2021 | Q4 2021 | 1 |
Stenahm Asset Managment Ltd | 1 | 1 | 3.80% | 3.80% | 3.80% | Q4 2021 | Q4 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
T2 Partners Management, LP | 1 | 1 | 3.05% | 3.05% | 3.05% | Q3 2015 | Q3 2015 | 1 |
Corbin Capital Partners, L.P. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2023 | Q1 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
DOVER ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Sachem Head Capital | 1 | 1 | 6.95% | 6.95% | 6.95% | Q3 2018 | Q3 2018 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2015 | Q1 2015 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2022 | Q1 2022 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2019 | Q2 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
BILL & MELINDA GATES FOUNDATION TRUST | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2021 | Q4 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Doman Group, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cornerstone Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 3.81% | 3.81% | 3.81% | Q3 2014 | Q3 2014 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2021 | Q2 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2020 | Q3 2020 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2022 | Q1 2022 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 4.73% | 4.73% | 4.73% | Q1 2021 | Q1 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2013 | Q3 2013 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2020 | Q3 2020 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Caprock Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2021 | Q1 2021 | 1 |
CYPRESS ASSET MANAGEMENT INC/TX | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Parametric Risk Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elo Mutual Pension Insurance Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
First Affirmative Financial Network | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2013 | Q2 2013 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DAVIDSON TRUST CO | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Harvey Partners, LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2016 | Q2 2016 | 1 |
Ibex Investors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 4.17% | 4.17% | 4.17% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2015 | Q4 2015 | 1 |
FourWorld Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2013 | Q3 2013 | 1 |
Covea Finance | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
AGF Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2015 | Q2 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2021 | Q2 2021 | 1 |
Standard Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BCK CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2019 | Q3 2019 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Deseret Mutual Benefit Administrators | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2015 | Q1 2015 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Woodline Partners LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Garner Asset Management Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Forza Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2017 | Q1 2017 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Maryland State Retirement & Pension System | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2020 | Q1 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Utah Retirement Systems | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
WJ Interests, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SEEYOND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
OSSIAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2018 | Q1 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2021 | Q4 2021 | 1 |
IBM Retirement Fund | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2015 | Q4 2015 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Summit X, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covestor Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2017 | Q1 2017 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own CANADIAN PAC RY LTD or have owned CANADIAN PAC RY LTD in the past.