Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 99 |
Citadel Advisors | 27 | 5 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 57 | 57 | 0.00% | 0.00% | 0.01% | Q3 2009 | Q3 2023 | 57 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.08% | Q1 2012 | Q3 2023 | 46 |
First Horizon Advisors, Inc. | 36 | 10 | 0.00% | 0.01% | 0.10% | Q1 2012 | Q3 2023 | 46 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
PEAK6 Investments LLC | 14 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.10% | Q4 2012 | Q3 2023 | 44 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.08% | 0.15% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.08% | 0.17% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.02% | 0.03% | 0.09% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.05% | 0.14% | Q4 2012 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.04% | 0.28% | 0.54% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY MANAGEMENT INC /WI/ | 42 | 42 | 0.17% | 1.06% | 3.63% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Roundview Capital LLC | 42 | 42 | 0.33% | 0.67% | 1.32% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.15% | 0.63% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.81% | 1.02% | 1.48% | Q2 2013 | Q3 2023 | 42 |
EXCALIBUR MANAGEMENT CORP | 42 | 42 | 6.64% | 8.71% | 12.42% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.15% | 0.40% | 0.66% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.47% | 0.89% | 1.48% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.03% | 0.09% | Q2 2012 | Q4 2022 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 30 | 11 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.01% | 0.22% | 0.54% | Q3 2013 | Q3 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 41 | 41 | 0.08% | 0.34% | 1.08% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BLB&B Advisors, LLC | 41 | 41 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 31 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 32 | 9 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 33 | 8 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.06% | 0.14% | 0.25% | Q3 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.05% | 0.19% | Q3 2013 | Q3 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.06% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 19 | 17 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 28 | 12 | 0.01% | 0.05% | 0.96% | Q3 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 32 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 40 |
APPLETON PARTNERS INC/MA | 32 | 8 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Cubist Systematic Strategies, LLC | 19 | 1 | 0.00% | 0.04% | 0.21% | Q2 2014 | Q3 2023 | 39 |
D. E. Shaw & Co., Inc. | 34 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
LPL Financial LLC | 26 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 1.17% | 1.72% | 2.58% | Q2 2013 | Q3 2022 | 38 |
HSBC HOLDINGS PLC | 35 | 3 | 0.00% | 0.02% | 0.11% | Q3 2012 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 33 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 38 |
BROWN ADVISORY INC | 32 | 6 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 3.98% | 6.28% | 8.91% | Q2 2013 | Q3 2022 | 38 |
NATIXIS ADVISORS, L.P. | 21 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 6 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 37 |
SIT INVESTMENT ASSOCIATES INC | 37 | 37 | 0.02% | 0.13% | 0.44% | Q3 2014 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 36 | 36 | 0.08% | 0.81% | 1.57% | Q2 2013 | Q1 2022 | 36 |
KENNEDY CAPITAL MANAGEMENT LLC | 36 | 36 | 0.08% | 0.16% | 0.33% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
PERRITT CAPITAL MANAGEMENT INC | 35 | 35 | 0.06% | 0.15% | 0.32% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2021 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32 | 3 | 0.00% | 0.06% | 0.87% | Q4 2014 | Q3 2023 | 35 |
Saturna Capital CORP | 35 | 35 | 0.78% | 1.07% | 1.40% | Q2 2013 | Q4 2021 | 35 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
BOKF, NA | 25 | 9 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 22 | 3 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2023 | 34 |
HANCOCK WHITNEY CORP | 23 | 3 | 0.03% | 0.46% | 1.33% | Q2 2013 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
GLENMEDE TRUST CO NA | 10 | 4 | 0.00% | 0.03% | 0.16% | Q3 2009 | Q3 2023 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.03% | 0.06% | 0.11% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
JANE STREET GROUP, LLC | 9 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 34 |
THOMAS WHITE INTERNATIONAL LTD | 27 | 7 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q2 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Reynders McVeigh Capital Management, LLC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Johnson Financial Group, Inc. | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 33 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
DELTA ASSET MANAGEMENT LLC/TN | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 32 |
DUNCKER STREETT & CO INC | 23 | 9 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 32 |
River Wealth Advisors LLC | 32 | 32 | 0.18% | 0.65% | 1.27% | Q4 2015 | Q3 2023 | 32 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2023 | 32 |
EAGLE ASSET MANAGEMENT INC | 30 | 2 | 0.01% | 0.04% | 0.13% | Q1 2014 | Q3 2022 | 32 |
Jefferies Group LLC | 17 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 32 |
PRIVATE TRUST CO NA | 13 | 5 | 0.00% | 0.07% | 0.13% | Q1 2013 | Q3 2023 | 31 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 31 |
Allianz Asset Management GmbH | 18 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 25 | 6 | 0.15% | 0.59% | 1.48% | Q2 2013 | Q3 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 31 |
Glenview Trust Co | 19 | 1 | 0.01% | 0.02% | 0.04% | Q4 2009 | Q3 2023 | 31 |
CIBC Asset Management Inc | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Baird Financial Group, Inc. | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 31 |
Boston Common Asset Management, LLC | 31 | 31 | 0.03% | 0.56% | 1.09% | Q2 2013 | Q4 2020 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 30 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 31 |
Boston Trust Walden Corp | 20 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Marble Harbor Investment Counsel, LLC | 25 | 1 | 0.04% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 30 |
Aperio Group, LLC | 30 | 30 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2020 | 30 |
LS Investment Advisors, LLC | 24 | 6 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2021 | 30 |
Smithfield Trust Co | 24 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
Gotham Asset Management, LLC | 9 | 1 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.18% | 0.39% | 0.90% | Q2 2016 | Q3 2023 | 30 |
Rathbones Group PLC | 30 | 30 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 29 |
FDx Advisors, Inc. | 10 | 9 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 29 |
TRUIST FINANCIAL CORP | 29 | 29 | 0.03% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 29 |
BURNEY CO/ | 28 | 1 | 0.01% | 0.07% | 0.23% | Q2 2016 | Q3 2023 | 29 |
FAYEZ SAROFIM & CO | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q2 2023 | 29 |
MACQUARIE GROUP LTD | 18 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 12 | 0.01% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 28 |
Colonial Trust Advisors | 28 | 28 | 0.16% | 0.29% | 0.62% | Q4 2016 | Q3 2023 | 28 |
TORONTO DOMINION BANK | 17 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
FIRST CITIZENS BANK & TRUST CO | 26 | 2 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q2 2022 | 28 |
BECK MACK & OLIVER LLC | 27 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 28 |
Leith Wheeler Investment Counsel Ltd. | 28 | 28 | 0.92% | 1.93% | 5.84% | Q1 2017 | Q4 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 27 | 1 | 0.00% | 0.01% | 0.08% | Q3 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
South Dakota Investment Council | 28 | 28 | 0.02% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.07% | 0.27% | Q4 2015 | Q3 2023 | 27 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.14% | 0.52% | Q3 2013 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q4 2021 | 27 |
KWMG, LLC | 27 | 27 | 0.45% | 0.68% | 0.97% | Q1 2017 | Q3 2023 | 27 |
Rehmann Capital Advisory Group | 15 | 11 | 0.06% | 0.10% | 0.17% | Q1 2017 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 10 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.07% | 0.16% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Squarepoint Ops LLC | 13 | 3 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 26 |
Boston Partners | 12 | 3 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.06% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
State of New Jersey Common Pension Fund D | 26 | 26 | 0.02% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.11% | 0.16% | Q3 2013 | Q1 2020 | 26 |
FIRST NATIONAL BANK OF OMAHA | 22 | 4 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 26 |
FIRST MANHATTAN CO. LLC. | 19 | 7 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 26 |
WRIGHT INVESTORS SERVICE INC | 20 | 1 | 0.07% | 0.27% | 0.54% | Q2 2013 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SEVEN EIGHT CAPITAL, LP | 9 | 1 | 0.01% | 0.15% | 0.48% | Q2 2014 | Q3 2022 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 25 |
Verition Fund Management LLC | 10 | 1 | 0.02% | 0.07% | 0.22% | Q3 2015 | Q3 2023 | 25 |
BROWN BROTHERS HARRIMAN & CO | 8 | 3 | 0.00% | 0.04% | 0.52% | Q1 2013 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 2 | 0.01% | 0.05% | 0.19% | Q1 2014 | Q4 2022 | 25 |
Employees Retirement System of Texas | 10 | 6 | 0.02% | 0.06% | 0.17% | Q1 2015 | Q2 2022 | 25 |
OPPENHEIMER & CO INC | 14 | 11 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 25 |
GLOBEFLEX CAPITAL L P | 25 | 25 | 0.00% | 0.40% | 0.69% | Q1 2014 | Q1 2020 | 25 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 24 |
Laurus Investment Counsel Inc. | 24 | 24 | 0.52% | 3.93% | 9.51% | Q4 2017 | Q3 2023 | 24 |
Traynor Capital Management, Inc. | 16 | 1 | 0.02% | 0.18% | 0.34% | Q4 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JFS WEALTH ADVISORS, LLC | 16 | 8 | 0.00% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 24 |
1832 Asset Management L.P. | 13 | 11 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 24 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2020 | 24 |
CRAMER ROSENTHAL MCGLYNN LLC | 17 | 1 | 0.05% | 1.33% | 2.93% | Q1 2015 | Q3 2022 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 13 | 1 | 0.01% | 0.22% | 0.69% | Q3 2013 | Q3 2023 | 24 |
DekaBank Deutsche Girozentrale | 17 | 7 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2022 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2019 | 23 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.13% | 0.69% | Q1 2016 | Q3 2023 | 23 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 23 |
HARRIS ASSOCIATES L P | 23 | 23 | 0.06% | 0.32% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 23 |
FIDUCIARY TRUST CO | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Supplemental Annuity Collective Trust of NJ | 23 | 23 | 0.18% | 0.26% | 0.38% | Q1 2018 | Q3 2023 | 23 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2018 | 22 |
GAM Holding AG | 11 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 3 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.09% | 0.13% | 0.20% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.02% | 0.11% | Q2 2017 | Q3 2023 | 22 |
ORRSTOWN FINANCIAL SERVICES INC | 20 | 2 | 0.23% | 0.30% | 0.37% | Q2 2013 | Q3 2019 | 22 |
STRS OHIO | 22 | 22 | 0.00% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 22 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 2 | 0.00% | 0.10% | 0.32% | Q1 2017 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q1 2023 | 21 |
HYMAN CHARLES D | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LORD, ABBETT & CO. LLC | 15 | 2 | 0.01% | 0.17% | 0.41% | Q2 2013 | Q3 2022 | 21 |
REINHART PARTNERS, LLC. | 18 | 3 | 0.48% | 1.05% | 2.07% | Q2 2013 | Q3 2022 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 2 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q4 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 21 |
OAKBROOK INVESTMENTS LLC | 11 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2019 | 21 |
IBM Retirement Fund | 15 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 21 |
FIRST MERCANTILE TRUST CO | 13 | 4 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2020 | 21 |
Brandywine Global Investment Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.02% | 0.04% | 0.11% | Q4 2018 | Q4 2023 | 21 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.13% | 0.40% | Q4 2014 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2018 | 21 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 20 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.08% | 0.27% | 0.95% | Q4 2012 | Q1 2023 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
Daiwa Securities Group Inc. | 11 | 9 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 20 |
Barrett Asset Management, LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q1 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.08% | 0.20% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Centerstone Investors, LLC | 20 | 20 | 0.89% | 1.92% | 3.47% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 20 | 20 | 1.32% | 1.57% | 2.07% | Q2 2013 | Q1 2018 | 20 |
Elk Creek Partners, LLC | 20 | 20 | 0.20% | 0.32% | 0.47% | Q4 2014 | Q3 2019 | 20 |
LAZARD ASSET MANAGEMENT LLC | 16 | 4 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 16 | 1 | 0.00% | 0.06% | 0.24% | Q1 2015 | Q1 2021 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 20 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.12% | 0.35% | Q4 2014 | Q3 2023 | 20 |
CONGRESS ASSET MANAGEMENT CO /MA | 20 | 20 | 0.05% | 0.09% | 0.14% | Q3 2016 | Q2 2021 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
CIGNA INVESTMENTS INC /NEW | 13 | 7 | 0.02% | 0.06% | 0.19% | Q4 2016 | Q1 2022 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2022 | 20 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2020 | 19 |
KBC Group NV | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CITY HOLDING CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 19 |
ASSETMARK, INC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 19 |
Man Group plc | 13 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
North Star Investment Management Corp. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
TimesSquare Capital Management, LLC | 13 | 6 | 0.34% | 0.56% | 0.86% | Q2 2017 | Q3 2023 | 19 |
CHILTON CAPITAL MANAGEMENT LLC | 19 | 19 | 0.02% | 1.08% | 1.44% | Q2 2013 | Q4 2017 | 19 |
SHELL ASSET MANAGEMENT CO | 10 | 1 | 0.01% | 0.04% | 0.38% | Q2 2015 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 16 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2019 | 19 |
WHITTIER TRUST CO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SUNTRUST BANKS INC | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 18 |
Tributary Capital Management, LLC | 10 | 1 | 0.00% | 0.19% | 0.81% | Q2 2013 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.03% | 0.18% | Q2 2016 | Q3 2023 | 18 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 18 | 18 | 0.13% | 0.17% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 18 |
WELCH & FORBES LLC | 18 | 18 | 0.02% | 0.17% | 0.33% | Q2 2019 | Q3 2023 | 18 |
GW&K Investment Management, LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 18 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.04% | 0.24% | 0.64% | Q2 2013 | Q1 2020 | 18 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.01% | 2.94% | 8.06% | Q4 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2017 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 2 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q1 2023 | 18 |
OppenheimerFunds, Inc. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2019 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
SOMERVILLE KURT F | 9 | 9 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2022 | 18 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.08% | 0.23% | Q3 2015 | Q2 2023 | 17 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.10% | 0.33% | Q2 2014 | Q4 2022 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.06% | 0.19% | Q3 2015 | Q3 2019 | 17 |
Cornerstone Advisors, Inc. | 17 | 17 | 0.02% | 0.07% | 0.14% | Q3 2016 | Q3 2020 | 17 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Vulcan Value Partners, LLC | 10 | 1 | 0.16% | 0.30% | 0.82% | Q4 2015 | Q3 2021 | 17 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 3 | 0.01% | 0.20% | 0.46% | Q2 2013 | Q3 2020 | 17 |
A.R.T. Advisors, LLC | 4 | 2 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q4 2019 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 17 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.71% | 0.85% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Capital Research Global Investors | 16 | 16 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q2 2017 | 16 |
RAYMOND JAMES TRUST N.A. | 14 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.07% | 1.06% | 1.48% | Q4 2019 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.17% | 0.41% | 0.66% | Q2 2013 | Q1 2017 | 16 |
FORT, L.P. | 11 | 5 | 0.03% | 0.22% | 0.48% | Q2 2018 | Q4 2022 | 16 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 16 |
Robeco Institutional Asset Management B.V. | 7 | 4 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.07% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 16 |
COMMERCE BANK | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Watchman Group, Inc. | 16 | 16 | 1.03% | 1.45% | 2.26% | Q4 2019 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 16 |
PARSONS CAPITAL MANAGEMENT INC/RI | 16 | 16 | 0.08% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.29% | 0.36% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Alyeska Investment Group, L.P. | 9 | 1 | 0.00% | 0.45% | 1.07% | Q4 2014 | Q2 2023 | 16 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 15 |
Montecito Bank & Trust | 15 | 15 | 0.18% | 0.27% | 0.41% | Q2 2020 | Q4 2023 | 15 |
YHB Investment Advisors, Inc. | 15 | 15 | 0.24% | 0.36% | 0.55% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BARINGS LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 15 |
STEPHENS INC /AR/ | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 15 |
HAHN CAPITAL MANAGEMENT LLC | 15 | 15 | 1.00% | 1.90% | 2.45% | Q4 2015 | Q2 2019 | 15 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 1 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 15 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.29% | 0.40% | 0.60% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Gardner Russo & Gardner | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 15 |
AlphaCrest Capital Management LLC | 13 | 2 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2022 | 15 |
Guinness Asset Management LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
Patten Group, Inc. | 8 | 7 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 6 | 0.01% | 0.06% | 0.40% | Q2 2013 | Q2 2017 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Copeland Capital Management, LLC | 15 | 15 | 0.00% | 0.45% | 0.76% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.05% | Q3 2011 | Q3 2015 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 10 | 2 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Aristotle Capital Boston, LLC | 14 | 14 | 0.22% | 0.43% | 0.62% | Q2 2020 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.09% | 0.59% | Q1 2019 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Frontier Wealth Management LLC | 10 | 1 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q2 2022 | 14 |
PICTON MAHONEY ASSET MANAGEMENT | 14 | 14 | 0.00% | 0.33% | 1.11% | Q1 2014 | Q2 2017 | 14 |
MATRIX PRIVATE CAPITAL GROUP LLC | 13 | 1 | 0.16% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 14 |
KAYS FINANCIAL ADVISORY CORP /ADV | 14 | 14 | 0.28% | 0.33% | 0.39% | Q2 2017 | Q3 2020 | 14 |
BlueCrest Capital Management Ltd | 9 | 1 | 0.01% | 0.15% | 0.37% | Q3 2014 | Q1 2019 | 14 |
Rockefeller Capital Management L.P. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.06% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 13 | 1 | 0.00% | 0.30% | 0.54% | Q2 2013 | Q1 2018 | 14 |
BHK Investment Advisors, LLC | 14 | 14 | 0.14% | 0.21% | 0.37% | Q2 2020 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.02% | 0.02% | Q3 2015 | Q3 2023 | 14 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 10 | 4 | 0.04% | 0.15% | 0.25% | Q4 2017 | Q4 2023 | 14 |
Virtu KCG Holdings LLC | 9 | 5 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2017 | 14 |
Numeric Investors LLC | 11 | 1 | 0.00% | 0.08% | 0.36% | Q2 2013 | Q3 2017 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 14 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 14 | 14 | 1.12% | 1.59% | 1.87% | Q2 2017 | Q3 2020 | 14 |
River Road Asset Management, LLC | 11 | 1 | 0.01% | 0.33% | 1.16% | Q4 2018 | Q3 2023 | 14 |
Penn Capital Management Company, LLC | 14 | 14 | 0.11% | 0.43% | 0.63% | Q3 2013 | Q4 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 12 | 2 | 0.15% | 0.72% | 1.27% | Q1 2017 | Q3 2020 | 14 |
NATIXIS | 5 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2022 | 13 |
FIL Ltd | 12 | 1 | 0.00% | 0.05% | 0.10% | Q1 2014 | Q3 2023 | 13 |
Tweedy, Browne Co LLC | 13 | 13 | 0.03% | 0.68% | 1.66% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q1 2023 | 13 |
KALMAR INVESTMENTS INC /DE/ | 13 | 13 | 0.38% | 0.89% | 1.23% | Q4 2013 | Q4 2016 | 13 |
OSSIAM | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.07% | 0.25% | Q2 2018 | Q3 2023 | 13 |
Zions Bancorporation, N.A. | 13 | 13 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Lodge Hill Capital, LLC | 9 | 4 | 3.71% | 8.07% | 11.76% | Q2 2019 | Q3 2023 | 13 |
AdvisorNet Financial, Inc | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
TrinityPoint Wealth, LLC | 13 | 13 | 0.13% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Eagle Ridge Investment Management | 13 | 13 | 0.17% | 0.22% | 0.31% | Q3 2020 | Q3 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.09% | 0.38% | Q4 2014 | Q4 2022 | 13 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.05% | 0.17% | Q4 2014 | Q3 2022 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Sterling Capital Management LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 10 | 1 | 0.01% | 0.03% | 0.03% | Q1 2016 | Q3 2023 | 13 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 2 | 0.00% | 0.08% | 0.23% | Q1 2013 | Q4 2017 | 13 |
BNP Paribas Asset Management Holding S.A. | 8 | 5 | 0.00% | 0.04% | 0.29% | Q4 2014 | Q3 2023 | 13 |
Candriam S.C.A. | 4 | 2 | 0.00% | 0.05% | 0.22% | Q4 2017 | Q3 2023 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 1 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Connecticut Wealth Management, LLC | 10 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Sunburst Financial Group, LLC | 12 | 1 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 13 |
Avalon Investment & Advisory | 11 | 2 | 0.05% | 0.10% | 0.17% | Q4 2016 | Q1 2023 | 13 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.09% | 0.23% | Q4 2016 | Q3 2019 | 12 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.13% | 0.22% | Q4 2014 | Q4 2022 | 12 |
TCW GROUP INC | 12 | 12 | 0.01% | 0.07% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Management, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2019 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.18% | 0.26% | 0.43% | Q4 2020 | Q3 2023 | 12 |
AllGen Financial Advisors, Inc. | 12 | 12 | 0.49% | 1.20% | 1.63% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2019 | 12 |
HOMESTEAD ADVISERS CORP | 12 | 12 | 0.42% | 0.68% | 0.85% | Q1 2016 | Q4 2018 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Financial Architects, Inc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 12 |
Running Oak Capital LLC | 7 | 5 | 0.20% | 1.64% | 2.13% | Q4 2019 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 12 | 12 | 0.78% | 1.09% | 1.56% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OAK ASSOCIATES LTD /OH/ | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON INVESTORS US LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.22% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 12 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 12 |
ALPS ADVISORS INC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 12 |
Select Asset Management & Trust | 12 | 12 | 1.68% | 2.93% | 4.78% | Q4 2020 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 6 | 1 | 0.03% | 0.08% | 0.24% | Q2 2016 | Q3 2023 | 12 |
Veritable, L.P. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 12 |
PALISADE CAPITAL MANAGEMENT, LP | 11 | 1 | 0.01% | 0.20% | 0.33% | Q1 2014 | Q1 2017 | 12 |
Chesley Taft & Associates LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 12 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 12 | 12 | 0.07% | 0.25% | 0.67% | Q2 2013 | Q1 2016 | 12 |
CHICAGO EQUITY PARTNERS LLC | 5 | 3 | 0.03% | 0.18% | 0.37% | Q2 2014 | Q1 2020 | 11 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 5 | 0.06% | 0.29% | 0.78% | Q2 2013 | Q2 2023 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 11 |
MASTRAPASQUA ASSET MANAGEMENT INC | 5 | 1 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q2 2016 | 11 |
Vigilant Capital Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Harvest Fund Management Co., Ltd | 8 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.08% | 0.24% | Q3 2016 | Q3 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.10% | 0.26% | Q1 2021 | Q3 2023 | 11 |
QS Investors, LLC | 6 | 5 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q2 2021 | 11 |
Opus Capital Group, LLC | 10 | 1 | 0.05% | 0.09% | 0.23% | Q1 2017 | Q4 2019 | 11 |
Dynamic Capital Management Ltd | 2 | 1 | 0.04% | 0.98% | 5.24% | Q2 2013 | Q2 2019 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.00% | 0.24% | 0.31% | Q1 2016 | Q4 2020 | 11 |
One Wealth Advisors, LLC | 5 | 2 | 0.02% | 0.12% | 0.29% | Q4 2017 | Q4 2022 | 11 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 11 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 11 | 11 | 0.72% | 0.76% | 0.80% | Q2 2013 | Q4 2015 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
TCI Wealth Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
BAHL & GAYNOR INC | 11 | 11 | 0.00% | 0.10% | 0.23% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.04% | 0.34% | Q2 2016 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
GREAT LAKES ADVISORS, LLC | 11 | 11 | 0.03% | 0.09% | 0.15% | Q3 2014 | Q1 2017 | 11 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2017 | 11 |
Archer Investment Corp | 7 | 4 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
APG Asset Management N.V. | 6 | 5 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 11 |
WCM INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
PRUDENTIAL PLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11 | 11 | 0.19% | 1.02% | 1.97% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
ArrowMark Colorado Holdings LLC | 10 | 1 | 0.00% | 0.09% | 0.14% | Q3 2016 | Q2 2020 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Plante Moran Financial Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2016 | 11 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 11 | 11 | 0.22% | 0.64% | 1.00% | Q1 2021 | Q3 2023 | 11 |
AHL Partners LLP | 11 | 11 | 0.02% | 0.11% | 0.21% | Q2 2015 | Q4 2017 | 11 |
Interval Partners, LP | 4 | 1 | 0.08% | 0.42% | 0.84% | Q4 2015 | Q4 2022 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.08% | 0.14% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Palo Capital, Inc. | 11 | 11 | 0.75% | 0.89% | 1.08% | Q1 2016 | Q3 2018 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2013 | Q3 2015 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.13% | 0.26% | 0.37% | Q2 2020 | Q4 2022 | 11 |
RONALD BLUE & CO LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
JENNISON ASSOCIATES LLC | 9 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2017 | 10 |
Quantitative Systematic Strategies LLC | 8 | 2 | 0.08% | 0.22% | 0.44% | Q2 2016 | Q3 2019 | 10 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.11% | 0.23% | 0.37% | Q1 2014 | Q3 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MACKAY SHIELDS LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q1 2021 | 10 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.05% | 0.33% | 0.89% | Q2 2013 | Q3 2023 | 10 |
Savant Capital, LLC | 9 | 1 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Redwood Investment Management, LLC | 4 | 1 | 0.11% | 0.83% | 2.12% | Q4 2017 | Q1 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 10 |
Ancora Advisors LLC | 9 | 1 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q4 2015 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.18% | 0.35% | Q2 2021 | Q3 2023 | 10 |
CHASE INVESTMENT COUNSEL CORP | 6 | 1 | 0.50% | 1.83% | 3.09% | Q3 2018 | Q4 2022 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ROCKLAND TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 6 | 2 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 10 |
Arlington Partners LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.02% | 0.10% | 0.26% | Q4 2017 | Q1 2020 | 10 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 10 |
ALPHA WINDWARD LLC | 8 | 2 | 0.02% | 0.29% | 0.34% | Q4 2014 | Q1 2020 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2018 | 10 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.19% | 1.29% | Q2 2014 | Q3 2023 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 3 | 0.01% | 0.10% | 0.20% | Q3 2016 | Q2 2020 | 10 |
PUTNAM INVESTMENTS LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 10 |
XML Financial, LLC | 9 | 9 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Versor Investments LP | 5 | 1 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q4 2022 | 9 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q2 2020 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Atom Investors LP | 7 | 2 | 0.13% | 0.37% | 0.75% | Q2 2019 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.07% | 0.22% | 0.31% | Q3 2016 | Q4 2022 | 9 |
Bayesian Capital Management, LP | 5 | 1 | 0.13% | 0.30% | 0.54% | Q2 2016 | Q2 2020 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q1 2019 | 9 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q2 2020 | 9 |
PICTET ASSET MANAGEMENT LTD | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 9 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q4 2017 | 9 |
D. SCOTT NEAL, INC. | 9 | 9 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q4 2017 | 9 |
Krane Funds Advisors LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.28% | 0.57% | Q3 2021 | Q3 2023 | 9 |
TFG Advisers LLC | 8 | 1 | 0.04% | 0.12% | 0.17% | Q4 2019 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.07% | 0.25% | Q1 2017 | Q3 2023 | 9 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 9 |
Sandbar Asset Management LLP | 7 | 2 | 0.74% | 3.92% | 9.56% | Q4 2018 | Q3 2022 | 9 |
MUFG Americas Holdings Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 9 |
AXA S.A. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Select Equity Group, L.P. | 5 | 4 | 0.17% | 0.59% | 1.26% | Q1 2016 | Q1 2019 | 9 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.14% | 0.47% | Q1 2014 | Q1 2023 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.04% | 0.28% | 0.44% | Q3 2014 | Q3 2016 | 9 |
Dougherty Wealth Advisers LLC | 9 | 9 | 0.07% | 0.16% | 0.20% | Q4 2018 | Q4 2020 | 9 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
FORTALEZA ASSET MANAGEMENT INC/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
S&T BANK/PA | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q2 2022 | 9 |
MACKENZIE FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.43% | 0.72% | 1.14% | Q3 2021 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.07% | 0.16% | Q3 2019 | Q3 2023 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 9 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 9 |
Stanley-Laman Group, Ltd. | 7 | 1 | 0.04% | 0.96% | 1.32% | Q2 2015 | Q3 2018 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Calvert Investment Management, Inc. | 9 | 9 | 0.01% | 0.12% | 0.36% | Q4 2014 | Q4 2016 | 9 |
Douglass Winthrop Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 9 |
USCA RIA LLC | 4 | 1 | 0.06% | 0.25% | 0.38% | Q1 2016 | Q2 2020 | 9 |
Independent Portfolio Consultants, Inc. | 5 | 3 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q3 2015 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 8 | 8 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q2 2017 | 8 |
AGF Investments LLC | 8 | 8 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q1 2020 | 8 |
PZENA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.17% | 0.31% | 0.39% | Q1 2018 | Q4 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
GENERATION INVESTMENT MANAGEMENT LLP | 8 | 8 | 1.28% | 1.83% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Royal Fund Management, LLC | 8 | 8 | 0.07% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
TOBAM | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 2 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.66% | 0.84% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Princeton Alpha Management LP | 3 | 1 | 0.06% | 0.12% | 0.23% | Q2 2014 | Q1 2017 | 8 |
Sonen Capital LLC | 8 | 8 | 0.44% | 0.83% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
DENALI ADVISORS LLC | 5 | 3 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q2 2020 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 8 |
Alambic Investment Management, L.P. | 7 | 1 | 0.27% | 0.56% | 0.78% | Q4 2015 | Q1 2019 | 8 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
KCM INVESTMENT ADVISORS LLC | 5 | 1 | 0.01% | 0.07% | 0.16% | Q1 2021 | Q3 2023 | 8 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
WALL STREET ASSOCIATES | 8 | 8 | 0.04% | 0.15% | 0.39% | Q1 2015 | Q4 2016 | 8 |
DCM Advisors, LLC | 8 | 8 | 0.34% | 0.46% | 0.91% | Q4 2020 | Q3 2022 | 8 |
SCOUT INVESTMENTS, INC. | 8 | 8 | 0.02% | 0.15% | 0.21% | Q4 2019 | Q3 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Riverwater Partners LLC | 7 | 1 | 0.38% | 0.64% | 0.76% | Q4 2021 | Q4 2023 | 8 |
FRED ALGER MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 0.08% | 0.36% | Q3 2019 | Q3 2023 | 8 |
Rikoon Group, LLC | 8 | 8 | 0.08% | 0.26% | 0.37% | Q2 2019 | Q1 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 8 |
Kore Private Wealth LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
RIVER GLOBAL INVESTORS LLP | 8 | 8 | 0.22% | 0.71% | 1.17% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 8 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2018 | 8 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 8 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
Cerebellum GP, LLC | 5 | 1 | 0.07% | 0.15% | 0.29% | Q4 2017 | Q3 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Asset Management One Co., Ltd. | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LifeGuide Financial Advisors, LLC | 8 | 8 | 0.24% | 0.39% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2022 | 8 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 8 |
GAM SYSTEMATIC LLP | 7 | 1 | 0.00% | 0.20% | 0.47% | Q4 2014 | Q3 2017 | 8 |
MTM Investment Management, LLC | 5 | 3 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q3 2015 | 8 |
BROADVIEW ADVISORS LLC | 8 | 8 | 1.10% | 1.64% | 2.10% | Q3 2017 | Q2 2019 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.11% | 0.38% | Q3 2015 | Q3 2018 | 8 |
Shellback Capital, LP | 3 | 1 | 0.48% | 1.43% | 2.78% | Q2 2016 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Crewe Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q4 2023 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 8 |
NICOLA WEALTH MANAGEMENT LTD. | 3 | 1 | 0.25% | 0.53% | 0.99% | Q1 2018 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q4 2022 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Next Level Private LLC | 5 | 2 | 5.57% | 6.80% | 9.02% | Q4 2021 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 7 | 7 | 0.28% | 0.52% | 0.74% | Q2 2016 | Q4 2017 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.04% | 0.31% | 0.52% | Q3 2015 | Q4 2022 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 7 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.08% | 0.18% | Q3 2020 | Q4 2022 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ARGENT CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.86% | 1.39% | Q4 2019 | Q3 2022 | 7 |
Vident Investment Advisory, LLC | 4 | 3 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2022 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.04% | 0.49% | 0.74% | Q3 2015 | Q3 2022 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q1 2018 | 7 |
Sendero Wealth Management, LLC | 7 | 7 | 0.09% | 0.22% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
AJO, LP | 5 | 2 | 0.05% | 0.17% | 0.32% | Q1 2019 | Q4 2020 | 7 |
Penserra Capital Management LLC | 5 | 2 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q2 2022 | 7 |
Schechter Investment Advisors, LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 1 | 0.00% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2022 | 7 |
Equitable Holdings, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Amundi | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 7 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 7 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2018 | 7 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2022 | 7 |
First PREMIER Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.07% | 0.15% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Absolute Return Capital, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 7 |
PFG Advisors | 7 | 7 | 0.05% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.13% | 0.20% | 0.26% | Q2 2015 | Q4 2016 | 7 |
Parkside Financial Bank & Trust | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BlackRock Japan Co. Ltd | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 7 |
Broderick Brian C | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2016 | Q3 2017 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Altshuler Shaham Ltd | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 7 |
MML INVESTORS SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
CASTLEARK MANAGEMENT LLC | 5 | 2 | 0.04% | 0.10% | 0.13% | Q4 2014 | Q1 2020 | 7 |
WEST PACES ADVISORS INC. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 7 |
Alberta Investment Management Corp | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 7 |
Calamos Advisors LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 2 | 0.52% | 1.13% | 1.73% | Q3 2016 | Q1 2019 | 7 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Camarda Financial Advisors, LLC | 4 | 2 | 0.00% | 0.19% | 0.38% | Q1 2019 | Q3 2023 | 6 |
Teza Capital Management LLC | 1 | 1 | 0.09% | 0.26% | 0.57% | Q1 2017 | Q1 2021 | 6 |
Avior Wealth Management, LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.12% | 0.24% | 0.34% | Q1 2019 | Q4 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cipher Capital LP | 3 | 3 | 0.04% | 0.19% | 0.35% | Q4 2015 | Q4 2017 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Lighthouse Investment Partners, LLC | 4 | 2 | 0.05% | 1.13% | 2.41% | Q4 2021 | Q3 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q3 2017 | Q1 2023 | 6 |
WILEN INVESTMENT MANAGEMENT CORP. | 5 | 1 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2022 | 6 |
CATAPULT CAPITAL MANAGEMENT LLC | 4 | 2 | 0.07% | 0.31% | 0.56% | Q4 2013 | Q2 2015 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.09% | 0.21% | Q1 2016 | Q2 2017 | 6 |
Livforsakringsbolaget Skandia, Omsesidigt | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Costello Asset Management, INC | 5 | 1 | 0.01% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 6 |
BRAUN STACEY ASSOCIATES INC | 5 | 1 | 0.17% | 0.75% | 1.28% | Q3 2015 | Q1 2023 | 6 |
AVIVA PLC | 4 | 2 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hillsdale Investment Management Inc. | 4 | 2 | 0.00% | 0.04% | 0.05% | Q2 2019 | Q2 2022 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ASSOCIATED BANC-CORP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sutton Wealth Advisors Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.21% | 1.30% | 2.11% | Q2 2019 | Q3 2020 | 6 |
Airain ltd | 4 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q2 2017 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.12% | 0.13% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
MOTCO | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
LOUNTZIS ASSET MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 6 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 6 |
AMP Capital Investors Ltd | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 6 |
CX Institutional | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 6 |
GENESEE VALLEY TRUST CO | 6 | 6 | 0.14% | 0.15% | 0.17% | Q1 2015 | Q2 2016 | 6 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
RICE HALL JAMES & ASSOCIATES, LLC | 6 | 6 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q2 2019 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 6 |
DnB Asset Management AS | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2023 | 6 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Gyon Technologies Capital Management, LP | 6 | 6 | 0.01% | 0.32% | 0.96% | Q3 2021 | Q4 2022 | 6 |
Pegasus Partners Ltd. | 6 | 6 | 0.10% | 0.52% | 0.86% | Q2 2018 | Q3 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Invictus RG Pte. Ltd. | 5 | 1 | 0.15% | 0.26% | 0.32% | Q2 2013 | Q4 2014 | 6 |
Unigestion Holding SA | 6 | 6 | 0.13% | 0.18% | 0.24% | Q2 2018 | Q3 2019 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.01% | 0.47% | 0.63% | Q4 2012 | Q1 2021 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 5 |
New England Professional Planning Group Inc. | 5 | 5 | 0.23% | 0.31% | 0.42% | Q4 2014 | Q4 2015 | 5 |
B. Metzler seel. Sohn & Co. AG | 5 | 5 | 0.00% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Vestcor Inc | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2020 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 5 | 0.00% | 0.11% | 0.30% | Q3 2022 | Q3 2023 | 5 |
DENVER INVESTMENT ADVISORS LLC | 4 | 1 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2015 | 5 |
Achmea Investment Management B.V. | 5 | 5 | 0.03% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Visium Asset Management, LP | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2014 | Q3 2015 | 5 |
ETF MANAGERS GROUP, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.58% | 0.81% | 1.51% | Q2 2021 | Q2 2022 | 5 |
Exchange Capital Management, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 5 |
IFM Investors Pty Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
abrdn plc | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2022 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Strategic Capital Alternatives LLC | 5 | 5 | 0.85% | 0.92% | 1.00% | Q3 2014 | Q3 2015 | 5 |
Diametric Capital, LP | 5 | 5 | 0.13% | 0.23% | 0.43% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q1 2021 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
NEW YORK LIFE TRUST CO | 3 | 2 | 0.03% | 0.24% | 0.45% | Q2 2014 | Q3 2016 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q2 2022 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 5 |
Gulf International Bank (UK) Ltd | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Cyrus J. Lawrence, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.08% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Asset Management Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WHITEBOX ADVISORS LLC | 4 | 1 | 0.12% | 0.21% | 0.38% | Q3 2014 | Q4 2015 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Man Investments Ltd | 5 | 5 | 0.10% | 0.21% | 0.27% | Q2 2013 | Q2 2014 | 5 |
Korea Investment CORP | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Walthausen & Co., LLC | 5 | 5 | 0.42% | 0.52% | 0.65% | Q4 2014 | Q4 2015 | 5 |
GUARDIAN CAPITAL LP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2020 | 5 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 5 | 0.05% | 0.28% | 1.06% | Q1 2018 | Q1 2019 | 5 |
Polar Asset Management Partners Inc. | 3 | 2 | 0.09% | 0.18% | 0.31% | Q1 2017 | Q3 2023 | 5 |
Armbruster Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.13% | 0.24% | 0.36% | Q1 2017 | Q4 2021 | 5 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.19% | 0.29% | Q2 2014 | Q4 2019 | 5 |
Penobscot Investment Management Company, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Cloverdale Capital Management, LLC | 4 | 1 | 4.98% | 7.02% | 8.55% | Q1 2018 | Q2 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NIA IMPACT ADVISORS, LLC | 5 | 5 | 0.70% | 2.26% | 3.00% | Q2 2022 | Q2 2023 | 5 |
Stratos Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.10% | 0.31% | Q3 2015 | Q3 2022 | 5 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2017 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.17% | 0.33% | Q4 2015 | Q1 2018 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.09% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2017 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.10% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2017 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q2 2020 | Q2 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.05% | 0.13% | Q3 2021 | Q4 2022 | 5 |
Allied Investment Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 5 |
Tredje AP-fonden | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Sheaff Brock Investment Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.78% | 1.02% | 1.21% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.20% | 0.25% | 0.31% | Q3 2022 | Q3 2023 | 5 |
ICC CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.34% | 0.47% | 0.64% | Q2 2013 | Q2 2014 | 5 |
Handelsinvest Investeringsforvaltning | 4 | 4 | 1.49% | 1.89% | 2.63% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.09% | 0.16% | 0.37% | Q3 2020 | Q2 2022 | 4 |
Petrus Trust Company, LTA | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q1 2023 | 4 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
BANK OF HAWAII | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.04% | 0.12% | 0.19% | Q1 2022 | Q1 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q1 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.11% | 0.21% | 0.30% | Q1 2021 | Q1 2023 | 4 |
FORSTA AP-FONDEN | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
WESTPAC BANKING CORP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2015 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Accel Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Cartenna Capital, LP | 3 | 1 | 0.62% | 3.90% | 6.56% | Q3 2021 | Q2 2023 | 4 |
FIRST AMERICAN TRUST, FSB | 3 | 1 | 0.08% | 0.09% | 0.10% | Q3 2013 | Q2 2018 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.05% | 0.11% | 0.18% | Q2 2021 | Q2 2023 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2015 | 4 |
ADVISOR PARTNERS LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.29% | 0.36% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Harvey Partners, LLC | 4 | 4 | 0.46% | 1.56% | 2.22% | Q2 2020 | Q1 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Edgestream Partners, L.P. | 4 | 4 | 0.03% | 0.16% | 0.44% | Q4 2021 | Q3 2022 | 4 |
Innovative Portfolios | 4 | 4 | 0.76% | 0.79% | 0.82% | Q1 2021 | Q4 2021 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.20% | 0.35% | 0.42% | Q1 2017 | Q4 2017 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
RK Capital | 3 | 1 | 1.87% | 2.51% | 3.29% | Q3 2013 | Q3 2023 | 4 |
Origin Asset Management LLP | 4 | 4 | 0.38% | 0.60% | 0.78% | Q2 2019 | Q1 2020 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
MV CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.21% | 0.50% | Q2 2020 | Q3 2023 | 4 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.10% | 0.25% | Q2 2014 | Q3 2022 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q1 2017 | 4 |
VAN DEN BERG MANAGEMENT I, INC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q3 2017 | Q2 2018 | 4 |
Van Berkom & Associates Inc. | 4 | 4 | 0.66% | 1.45% | 1.82% | Q2 2013 | Q1 2014 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2019 | 4 |
PRECISION PATH CAPITAL, LP | 2 | 2 | 1.51% | 4.88% | 10.13% | Q4 2017 | Q4 2018 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Concert Wealth Management Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
Ninety One UK Ltd | 2 | 2 | 0.00% | 0.50% | 0.83% | Q4 2016 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Southeast Asset Advisors Inc. | 4 | 4 | 0.13% | 0.23% | 0.30% | Q2 2018 | Q1 2019 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.42% | 0.51% | 0.76% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
626 Financial, LLC | 2 | 1 | 0.12% | 0.14% | 0.19% | Q1 2021 | Q3 2022 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.05% | 0.08% | 0.14% | Q2 2022 | Q2 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q2 2023 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Tidal Investments LLC | 3 | 1 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
ETRADE Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Benson Investment Management Company, Inc. | 3 | 1 | 1.41% | 1.46% | 1.60% | Q4 2020 | Q3 2023 | 4 |
Lido Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q1 2022 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWIN CAPITAL MANAGEMENT INC | 2 | 1 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q1 2018 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
O'Shares Investment Advisers, LLC | 4 | 4 | 0.11% | 0.13% | 0.20% | Q3 2019 | Q2 2020 | 4 |
EdgePoint Investment Group Inc. | 4 | 4 | 1.19% | 1.30% | 1.36% | Q2 2013 | Q1 2014 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 1 | 1.29% | 1.44% | 1.71% | Q2 2018 | Q3 2022 | 4 |
ALGERT GLOBAL LLC | 2 | 2 | 0.09% | 0.28% | 0.67% | Q3 2019 | Q2 2022 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q3 2022 | 4 |
XTX Topco Ltd | 3 | 1 | 0.07% | 0.17% | 0.26% | Q1 2021 | Q3 2022 | 4 |
Qtron Investments LLC | 3 | 1 | 0.07% | 0.13% | 0.16% | Q3 2019 | Q1 2023 | 4 |
Parametrica Management Ltd | 1 | 1 | 0.27% | 0.45% | 0.56% | Q1 2018 | Q2 2020 | 3 |
Hardy Reed LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Zurich Insurance Group Ltd/FI | 3 | 3 | 0.48% | 0.51% | 0.55% | Q3 2022 | Q1 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q3 2016 | Q4 2018 | 3 |
Knowledge Leaders Capital, LLC | 2 | 1 | 0.80% | 0.88% | 0.97% | Q4 2021 | Q4 2022 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Summit Place Financial Advisors, LLC | 3 | 3 | 1.48% | 1.70% | 1.82% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q1 2023 | 3 |
Quantinno Capital Management LP | 2 | 1 | 0.04% | 0.16% | 0.32% | Q3 2019 | Q4 2022 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.79% | 0.96% | 1.06% | Q1 2023 | Q3 2023 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.18% | 0.32% | 0.57% | Q2 2013 | Q4 2014 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
SG Capital Management LLC | 1 | 1 | 0.83% | 1.82% | 2.64% | Q4 2017 | Q2 2018 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Capital Market Strategies LLC | 1 | 1 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q4 2023 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.07% | 0.10% | 0.15% | Q2 2016 | Q1 2017 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Bowling Portfolio Management LLC | 3 | 3 | 0.61% | 0.72% | 0.79% | Q3 2016 | Q1 2017 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2016 | Q4 2016 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2023 | 3 |
FRIESS ASSOCIATES LLC | 2 | 1 | 0.90% | 1.25% | 1.53% | Q2 2016 | Q4 2017 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.18% | 0.33% | 0.46% | Q2 2013 | Q4 2013 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.14% | 0.18% | 0.23% | Q3 2019 | Q1 2020 | 3 |
Anchor Bolt Capital, LP | 3 | 3 | 0.10% | 1.14% | 2.26% | Q3 2017 | Q1 2018 | 3 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2022 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.09% | 0.19% | 0.25% | Q1 2022 | Q3 2022 | 3 |
National Pension Service | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TrueWealth Advisors, LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 3 |
PITCAIRN CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.10% | 0.14% | 0.21% | Q4 2015 | Q2 2017 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 0.14% | 0.20% | 0.30% | Q4 2019 | Q2 2020 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.20% | 0.27% | 0.33% | Q3 2019 | Q1 2020 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Stux Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q2 2014 | 3 |
Polaris Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Crestline Management, LP | 3 | 3 | 0.16% | 0.19% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Andra AP-fonden | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Robeco Schweiz AG | 3 | 3 | 1.47% | 1.78% | 2.06% | Q1 2023 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2019 | Q1 2020 | 3 |
New Jersey Better Educational Savings Trust | 2 | 1 | 0.25% | 0.34% | 0.41% | Q2 2017 | Q1 2018 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q4 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.07% | 0.20% | 0.30% | Q1 2021 | Q1 2023 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.05% | 0.14% | Q2 2018 | Q1 2019 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Ninety One North America, Inc. | 2 | 1 | 0.18% | 1.17% | 1.87% | Q4 2016 | Q3 2023 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 3 | 0.00% | 0.33% | 0.53% | Q2 2013 | Q4 2013 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q2 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2016 | Q2 2017 | 3 |
Ifrah Financial Services, Inc. | 3 | 3 | 0.16% | 0.23% | 0.27% | Q3 2016 | Q1 2017 | 3 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.07% | 0.09% | 0.11% | Q2 2022 | Q4 2022 | 3 |
PLATINUM INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.94% | 2.58% | 3.27% | Q1 2023 | Q3 2023 | 3 |
SYSTM Wealth Solutions LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Farther Finance Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Bishop Rock Capital, L.P. | 3 | 3 | 2.72% | 4.61% | 5.82% | Q2 2022 | Q4 2022 | 3 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.27% | 0.30% | 0.31% | Q2 2013 | Q4 2013 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.07% | 0.24% | 0.33% | Q2 2016 | Q3 2019 | 3 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.01% | 0.61% | 1.05% | Q3 2012 | Q4 2022 | 3 |
WAYCROSS PARTNERS, LLC | 3 | 3 | 0.25% | 0.40% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
First National Bank of Mount Dora, Trust Investment Services | 3 | 3 | 0.33% | 0.35% | 0.37% | Q2 2013 | Q4 2013 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.52% | 0.63% | 0.84% | Q4 2022 | Q2 2023 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2019 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.06% | 0.10% | 0.12% | Q1 2015 | Q2 2019 | 3 |
Smith Group Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2022 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HEARTLAND ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.20% | 0.24% | 0.28% | Q3 2022 | Q4 2022 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
AdvisorShares Investments LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TIAA, FSB | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.61% | 0.65% | 0.69% | Q3 2015 | Q4 2015 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Bullseye Investment Management, LLC | 2 | 2 | 1.03% | 1.79% | 2.55% | Q4 2022 | Q1 2023 | 2 |
Nuveen Fund Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.75% | 0.78% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Private Ocean, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
SEEYOND | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Astrantus Ltd | 2 | 2 | 0.30% | 0.38% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.33% | 0.66% | Q4 2020 | Q3 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2022 | 2 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2020 | Q1 2020 | 2 |
CastleKnight Management LP | 2 | 2 | 0.03% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.13% | 0.14% | 0.14% | Q4 2015 | Q3 2017 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Tradeworx Inc. | 1 | 1 | 0.20% | 0.36% | 0.51% | Q1 2013 | Q4 2013 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.01% | 0.11% | 0.22% | Q2 2020 | Q2 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tevis Investment Management | 2 | 2 | 0.26% | 0.27% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Blueprint Investment Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Hiddenite Capital Partners LP | 2 | 2 | 1.34% | 3.01% | 4.68% | Q1 2023 | Q2 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
COWEN INC. | 1 | 1 | 0.07% | 0.16% | 0.26% | Q2 2018 | Q2 2018 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 1.24% | 1.25% | 1.26% | Q2 2023 | Q3 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.50% | 0.57% | 0.64% | Q2 2022 | Q3 2022 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Pendal Group Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 2 |
Balentine LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q3 2013 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 2 | 1.15% | 1.22% | 1.29% | Q4 2014 | Q1 2015 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q2 2022 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.13% | 0.24% | 0.34% | Q4 2016 | Q1 2017 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2015 | Q2 2015 | 2 |
Kula Investments, LLC | 2 | 2 | 0.19% | 0.26% | 0.33% | Q4 2022 | Q1 2023 | 2 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q1 2019 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Arabesque Asset Management Ltd | 2 | 2 | 0.96% | 0.99% | 1.02% | Q3 2019 | Q4 2019 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 2 |
1623 Capital LLC | 2 | 2 | 2.50% | 2.51% | 2.51% | Q2 2023 | Q3 2023 | 2 |
TAP Consulting, LLC | 2 | 2 | 0.68% | 0.77% | 0.86% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q4 2022 | 2 |
Renasant Bank | 1 | 1 | 0.15% | 0.17% | 0.20% | Q4 2021 | Q3 2022 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 2 |
DEERE & CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Oak Thistle LLC | 2 | 2 | 0.52% | 0.62% | 0.72% | Q4 2022 | Q1 2023 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.09% | 0.13% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Otter Creek Advisors, LLC | 2 | 2 | 0.94% | 1.02% | 1.10% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Lisanti Capital Growth, LLC | 2 | 2 | 0.74% | 0.80% | 0.86% | Q2 2022 | Q3 2022 | 2 |
Redwood Investments, LLC | 2 | 2 | 1.17% | 1.17% | 1.17% | Q3 2016 | Q4 2016 | 2 |
ROYAL LONDON ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CG Asset Management LLC | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2015 | Q3 2015 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.13% | 0.15% | 0.17% | Q2 2018 | Q4 2018 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.42% | 0.44% | 0.46% | Q4 2016 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Argent Trust Co | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Fairfax Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.28% | 0.30% | 0.32% | Q1 2018 | Q4 2018 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.07% | 0.13% | 0.20% | Q3 2014 | Q4 2014 | 2 |
BRC Investment Management LLC | 2 | 2 | 1.26% | 1.54% | 1.83% | Q2 2016 | Q3 2016 | 2 |
Olympiad Research LP | 2 | 2 | 0.16% | 0.21% | 0.25% | Q4 2019 | Q1 2020 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
FCF Advisors LLC | 2 | 2 | 1.11% | 1.12% | 1.12% | Q1 2016 | Q2 2016 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
6 Meridian | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2018 | 2 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.30% | 0.33% | 0.37% | Q3 2022 | Q4 2022 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.10% | 0.30% | 0.51% | Q2 2013 | Q3 2013 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q1 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q1 2020 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 2 |
AIA Group Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2022 | Q2 2022 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2014 | Q4 2014 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2014 | Q4 2014 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2017 | Q1 2017 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Samson Rock Capital LLP | 1 | 1 | 3.75% | 3.75% | 3.75% | Q2 2022 | Q2 2022 | 1 |
Polianta Ltd | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
1060 Capital, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2018 | Q2 2018 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2015 | Q2 2015 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2015 | Q1 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Realta Investment Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Channing Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GLG LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First National Advisers, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 3.09% | 3.09% | 3.09% | Q1 2023 | Q1 2023 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2015 | Q3 2015 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Ibex Investors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 7.06% | 7.06% | 7.06% | Q4 2021 | Q4 2021 | 1 |
F/M Investments LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2021 | Q4 2021 | 1 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fiera Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2022 | Q2 2022 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Golden State Equity Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
United American Securities Inc. (d/b/a UAS Asset Management) | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2017 | Q3 2017 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2022 | Q3 2022 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BP PLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2021 | Q2 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JSF Financial, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2022 | Q4 2022 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2022 | Q3 2022 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2019 | Q4 2019 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Kepos Capital LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2017 | Q4 2017 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2021 | Q4 2021 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2018 | Q2 2018 | 1 |
Clear Sky Advisers, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q3 2023 | Q3 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Passport Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2018 | Q2 2018 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Metis Global Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2015 | Q2 2015 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GLG INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
Advisory Resource Group | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2014 | Q3 2014 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Lindenwold Advisors, INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MANA Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2017 | Q1 2017 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Trek Financial, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2022 | Q3 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Waterfront Capital Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
361 CAPITAL LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2016 | Q4 2016 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 4.66% | 4.66% | 4.66% | Q1 2013 | Q1 2013 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own CARLISLE COS INC or have owned CARLISLE COS INC in the past.