Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 118 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 117 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 112 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 106 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 105 |
Citadel Advisors | 29 | 12 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 96 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 96 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.01% | 0.13% | Q1 2014 | Q3 2023 | 91 |
D. E. Shaw & Co., Inc. | 19 | 7 | 0.00% | 0.02% | 0.32% | Q2 2013 | Q3 2023 | 88 |
Cutler Group LLC / CA | 21 | 10 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q3 2023 | 86 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 68 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 64 |
CAPITAL FUND MANAGEMENT S.A. | 13 | 2 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 64 |
MILLENNIUM MANAGEMENT LLC | 27 | 14 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 64 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.02% | 0.13% | Q3 2013 | Q3 2023 | 63 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 62 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 58 | 58 | 0.00% | 0.01% | 0.02% | Q2 2009 | Q3 2023 | 58 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 58 |
Twin Tree Management, LP | 17 | 1 | 0.00% | 0.04% | 0.23% | Q4 2013 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 54 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q3 2023 | 53 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 52 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.03% | 0.25% | Q3 2013 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 50 |
Cubist Systematic Strategies, LLC | 38 | 38 | 0.00% | 0.08% | 0.39% | Q2 2014 | Q3 2023 | 49 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.01% | 0.05% | 0.10% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.02% | 0.12% | Q4 2011 | Q3 2023 | 48 |
WOLVERINE ASSET MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2020 | 48 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2018 | 47 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 10 | 3 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.02% | 0.31% | Q4 2012 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
HighTower Advisors, LLC | 36 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.05% | 0.07% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Veritable, L.P. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.33% | 0.71% | 1.17% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Broad Run Investment Management | 42 | 42 | 6.94% | 8.60% | 10.87% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.04% | 1.48% | 2.40% | Q2 2013 | Q3 2023 | 42 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.99% | 1.84% | 2.95% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.02% | 0.95% | 2.58% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.03% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SIB LLC | 42 | 42 | 2.87% | 4.04% | 5.61% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 1.02% | 1.84% | 2.53% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.15% | 0.38% | 0.78% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.04% | 2.10% | 3.07% | Q2 2013 | Q3 2023 | 42 |
Redmond Asset Management, LLC | 42 | 42 | 1.13% | 1.99% | 3.25% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NICHOLAS COMPANY, INC. | 42 | 42 | 0.16% | 0.25% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.00% | 0.31% | 1.13% | Q2 2013 | Q3 2023 | 42 |
LONDON CO OF VIRGINIA | 42 | 42 | 0.92% | 1.53% | 2.22% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.12% | 0.58% | 1.90% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 2.20% | 3.41% | 5.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 1.69% | 5.10% | 7.04% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.22% | 0.54% | 0.87% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.62% | 1.67% | 2.47% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.04% | 0.06% | Q2 2012 | Q4 2022 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FENIMORE ASSET MANAGEMENT INC | 42 | 42 | 1.17% | 2.36% | 3.13% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.13% | 0.44% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.04% | 0.38% | 0.93% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.38% | 1.02% | 1.79% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 38 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
GAGNON SECURITIES LLC | 41 | 41 | 0.28% | 1.44% | 2.77% | Q3 2013 | Q3 2023 | 41 |
LOGAN CAPITAL MANAGEMENT INC | 41 | 41 | 0.02% | 0.10% | 0.24% | Q3 2013 | Q3 2023 | 41 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 27 | 14 | 0.02% | 0.17% | 0.50% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 38 | 3 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 41 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 37 | 4 | 0.18% | 0.53% | 1.51% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Verus Financial Partners, Inc. | 29 | 12 | 0.13% | 1.06% | 2.49% | Q2 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 32 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 38 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.03% | 0.06% | 0.08% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 1 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
OLD NATIONAL BANCORP /IN/ | 40 | 40 | 0.27% | 0.49% | 1.06% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Akre Capital Management | 40 | 40 | 0.17% | 4.12% | 6.43% | Q4 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BNP Paribas Asset Management Holding S.A. | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 33 | 7 | 0.00% | 0.01% | 0.03% | Q3 2012 | Q3 2023 | 40 |
HAP Trading, LLC | 7 | 1 | 0.00% | 0.19% | 1.64% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.26% | 0.48% | 1.14% | Q4 2013 | Q4 2023 | 40 |
Asset Management Advisors, LLC | 40 | 40 | 1.88% | 3.10% | 7.37% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.03% | 0.05% | 0.08% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 32 | 7 | 0.02% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 39 |
PROFUND ADVISORS LLC | 37 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Heritage Wealth Advisors | 26 | 13 | 0.03% | 0.16% | 0.42% | Q4 2013 | Q3 2023 | 39 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.06% | 0.14% | 0.23% | Q1 2014 | Q3 2023 | 39 |
DODGE & COX | 38 | 1 | 0.00% | 0.08% | 0.46% | Q2 2013 | Q2 2023 | 39 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 18 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 39 |
Allianz Asset Management GmbH | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 39 | 39 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
Ameritas Investment Partners, Inc. | 29 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Paloma Partners Management Co | 20 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2022 | 39 |
Cannell & Co. | 39 | 39 | 0.09% | 1.27% | 2.67% | Q1 2014 | Q3 2023 | 39 |
GATEWAY INVESTMENT ADVISERS LLC | 39 | 39 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2022 | 39 |
TRUIST FINANCIAL CORP | 32 | 3 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 39 |
TCI Wealth Advisors, Inc. | 32 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 39 |
CKW FINANCIAL GROUP | 32 | 7 | 0.00% | 0.01% | 0.30% | Q4 2013 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 10 | 1 | 0.00% | 0.02% | 0.20% | Q4 2012 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 39 |
APG Asset Management N.V. | 21 | 17 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Jefferies Group LLC | 19 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2022 | 38 |
WS MANAGEMENT LLLP | 31 | 4 | 0.15% | 2.38% | 4.86% | Q2 2013 | Q3 2023 | 38 |
Cambridge Investment Research Advisors, Inc. | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
BEACON FINANCIAL GROUP | 38 | 38 | 0.05% | 0.09% | 0.28% | Q3 2013 | Q4 2022 | 38 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 37 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2017 | 37 |
MACQUARIE GROUP LTD | 22 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
PITCAIRN CO | 27 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 2.38% | 4.04% | 5.40% | Q4 2014 | Q3 2023 | 36 |
ROCKY MOUNTAIN ADVISERS, LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2023 | 36 |
National Pension Service | 35 | 1 | 0.00% | 0.06% | 0.09% | Q3 2014 | Q3 2023 | 36 |
WEDBUSH SECURITIES INC | 36 | 36 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 15 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Employees Retirement System of Texas | 25 | 10 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
Giverny Capital | 35 | 35 | 5.40% | 8.32% | 10.73% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Candriam S.C.A. | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
SVB WEALTH LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 35 |
DAVIS SELECTED ADVISERS | 35 | 35 | 0.00% | 0.94% | 2.72% | Q2 2013 | Q4 2021 | 35 |
Vision Capital Management, Inc. | 35 | 35 | 0.51% | 1.02% | 2.74% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 35 |
Andra AP-fonden | 12 | 4 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q2 2023 | 35 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 35 |
FEDERATED HERMES, INC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 34 |
BANK OF NOVA SCOTIA | 29 | 5 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
FARMERS & MERCHANTS INVESTMENTS INC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
DnB Asset Management AS | 32 | 2 | 0.01% | 0.24% | 0.80% | Q2 2015 | Q4 2023 | 34 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 34 |
Baillie Gifford | 28 | 6 | 0.00% | 0.45% | 1.01% | Q2 2013 | Q3 2023 | 34 |
CONNING INC. | 27 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
American Research & Management Co. | 27 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 33 |
Pacer Advisors, Inc. | 32 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
FDx Advisors, Inc. | 22 | 1 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
PATTEN & PATTEN INC/TN | 33 | 33 | 0.03% | 0.24% | 0.62% | Q3 2015 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 33 |
BARR E S & CO | 33 | 33 | 0.05% | 2.09% | 3.06% | Q3 2015 | Q3 2023 | 33 |
Marble Harbor Investment Counsel, LLC | 28 | 1 | 0.03% | 0.06% | 0.08% | Q2 2014 | Q3 2023 | 33 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q1 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.05% | 0.43% | 1.01% | Q4 2015 | Q3 2023 | 32 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 32 | 32 | 0.04% | 0.16% | 0.22% | Q2 2015 | Q1 2023 | 32 |
SHEETS SMITH WEALTH MANAGEMENT | 32 | 32 | 0.32% | 0.66% | 0.98% | Q4 2015 | Q3 2023 | 32 |
KANAWHA CAPITAL MANAGEMENT LLC | 32 | 32 | 0.06% | 0.14% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
Korea Investment CORP | 15 | 4 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2021 | 32 |
CWM, LLC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 32 |
Markel Corporation | 28 | 4 | 0.03% | 6.05% | 8.57% | Q2 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 31 |
IBM Retirement Fund | 15 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2022 | 31 |
Manchester Capital Management LLC | 24 | 7 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 31 |
KCM INVESTMENT ADVISORS LLC | 26 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2023 | 31 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 1.07% | 2.20% | 3.90% | Q1 2016 | Q3 2023 | 31 |
Freedom Investment Management, Inc. | 30 | 1 | 0.02% | 0.06% | 0.16% | Q1 2015 | Q1 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
PECAUT & CO. | 28 | 3 | 0.17% | 0.69% | 2.46% | Q4 2013 | Q2 2022 | 31 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 31 | 0.03% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 31 |
Atria Investments, Inc | 14 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 19 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 31 |
CIBC WORLD MARKET INC. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
STRS OHIO | 29 | 1 | 0.00% | 0.02% | 0.16% | Q1 2015 | Q3 2023 | 30 |
Alberta Investment Management Corp | 18 | 1 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2020 | 30 |
Argent Trust Co | 30 | 30 | 0.05% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 29 |
MCF Advisors LLC | 15 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 29 |
Glassman Wealth Services | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
ROYCE & ASSOCIATES LP | 29 | 29 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2020 | 29 |
Geneos Wealth Management Inc. | 28 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 29 |
HARRIS ASSOCIATES L P | 27 | 2 | 0.00% | 0.45% | 1.00% | Q2 2013 | Q2 2021 | 29 |
Baird Financial Group, Inc. | 25 | 1 | 0.00% | 0.25% | 0.53% | Q2 2015 | Q3 2023 | 29 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.08% | 0.30% | Q2 2015 | Q3 2023 | 29 |
Leith Wheeler Investment Counsel Ltd. | 28 | 28 | 0.67% | 1.59% | 3.79% | Q1 2017 | Q4 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Voya Financial Advisors, Inc. | 28 | 28 | 0.03% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Versant Capital Management, Inc | 14 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 28 |
Silver Heights Capital Management Inc | 28 | 28 | 9.78% | 15.45% | 20.89% | Q4 2016 | Q3 2023 | 28 |
FIDUCIARY TRUST INTERNATIONAL LLC | 15 | 13 | 0.08% | 0.44% | 1.08% | Q2 2013 | Q2 2020 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.12% | 0.46% | 0.95% | Q4 2016 | Q3 2023 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Private Advisor Group, LLC | 22 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Advisors Asset Management, Inc. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
BROWN BROTHERS HARRIMAN & CO | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q4 2021 | 27 |
EATON VANCE MANAGEMENT | 15 | 12 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 27 |
QS Investors, LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q2 2020 | 27 |
CHECK CAPITAL MANAGEMENT INC/CA | 23 | 4 | 0.34% | 2.32% | 3.58% | Q4 2016 | Q3 2023 | 27 |
PETTYJOHN, WOOD & WHITE, INC | 27 | 27 | 0.05% | 0.40% | 0.72% | Q4 2015 | Q2 2022 | 27 |
PARK CIRCLE Co | 14 | 3 | 0.17% | 1.43% | 5.18% | Q1 2014 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 27 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 27 | 27 | 0.05% | 0.56% | 1.22% | Q1 2016 | Q3 2022 | 27 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q2 2023 | 26 |
WEST PACES ADVISORS INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 26 |
MACKENZIE FINANCIAL CORP | 14 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.06% | 0.10% | Q2 2017 | Q3 2023 | 26 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 10 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2019 | 26 |
Janney Montgomery Scott LLC | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 26 |
Ballentine Partners, LLC | 23 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 26 |
State of New Jersey Common Pension Fund D | 17 | 2 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 26 |
State of Alaska, Department of Revenue | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Brandywine Global Investment Management, LLC | 21 | 5 | 0.00% | 0.07% | 0.12% | Q2 2015 | Q4 2021 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.62% | 1.27% | 2.33% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
SCOPUS ASSET MANAGEMENT, L.P. | 11 | 1 | 0.10% | 0.66% | 2.57% | Q2 2013 | Q1 2023 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.08% | 0.14% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2012 | Q3 2023 | 25 |
Sarasin & Partners LLP | 25 | 25 | 0.26% | 2.18% | 3.77% | Q2 2013 | Q2 2019 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.13% | 0.61% | Q1 2015 | Q2 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2022 | 25 |
HHR Asset Management, LLC | 25 | 25 | 1.47% | 3.72% | 5.27% | Q1 2016 | Q1 2022 | 25 |
Oakworth Capital, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
AXA S.A. | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2020 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
TRUST CO OF OKLAHOMA | 10 | 6 | 0.08% | 0.17% | 0.37% | Q2 2013 | Q4 2021 | 25 |
Pineno Levin & Ford Asset Management, Inc. | 25 | 25 | 0.10% | 0.13% | 0.18% | Q4 2015 | Q4 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2019 | 25 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Rathbones Group PLC | 14 | 10 | 0.00% | 0.46% | 1.28% | Q2 2013 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MONTAG A & ASSOCIATES INC | 18 | 1 | 0.09% | 0.37% | 1.01% | Q1 2014 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.09% | 0.35% | 0.50% | Q2 2013 | Q1 2019 | 24 |
BRR OpCo, LLC | 24 | 24 | 0.08% | 0.68% | 1.89% | Q4 2016 | Q3 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Allen Investment Management, LLC | 17 | 7 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 24 |
Calamos Advisors LLC | 24 | 24 | 0.01% | 0.09% | 0.34% | Q3 2013 | Q2 2019 | 24 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.05% | 0.20% | Q3 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2019 | 24 |
Archford Capital Strategies, LLC | 14 | 2 | 0.02% | 0.14% | 0.35% | Q4 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Taylor Hoffman Wealth Management | 24 | 24 | 0.23% | 0.69% | 1.18% | Q4 2017 | Q3 2023 | 24 |
GRANDFIELD & DODD, LLC | 14 | 10 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2022 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.07% | 0.11% | 0.16% | Q2 2013 | Q1 2019 | 24 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 24 |
Brown Advisory Securities, LLC | 16 | 1 | 0.04% | 0.12% | 0.32% | Q3 2015 | Q1 2022 | 23 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 23 | 23 | 1.03% | 2.14% | 3.31% | Q1 2018 | Q3 2023 | 23 |
Courant Investment Management LLC | 23 | 23 | 8.90% | 13.62% | 22.39% | Q1 2018 | Q3 2023 | 23 |
First Bank & Trust | 23 | 23 | 0.08% | 0.13% | 0.18% | Q4 2016 | Q2 2022 | 23 |
RIVERPARK CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 2.07% | 5.00% | Q2 2015 | Q4 2020 | 23 |
Ruane, Cunniff & Goldfarb L.P. | 23 | 23 | 5.97% | 7.74% | 11.34% | Q1 2018 | Q3 2023 | 23 |
Rafferty Asset Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.00% | 0.31% | 1.71% | Q3 2013 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 4 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 23 |
Weitz Investment Management | 23 | 23 | 1.06% | 2.77% | 3.71% | Q1 2018 | Q3 2023 | 23 |
COMMERCE BANK | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 19 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
FIRST QUADRANT LLC/CA | 23 | 23 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q4 2021 | 23 |
Epoch Investment Partners, Inc. | 23 | 23 | 0.13% | 0.24% | 0.37% | Q1 2018 | Q3 2023 | 23 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 23 | 23 | 0.02% | 0.09% | 0.43% | Q1 2018 | Q3 2023 | 23 |
PINNACLE FINANCIAL PARTNERS INC | 23 | 23 | 0.02% | 0.11% | 0.21% | Q1 2018 | Q3 2023 | 23 |
MARATHON ASSET MANAGEMENT LLP | 22 | 22 | 0.51% | 0.97% | 1.67% | Q1 2016 | Q2 2021 | 22 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Marietta Wealth Management, LLC | 22 | 22 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2022 | 22 |
Capstone Financial Advisors, Inc. | 22 | 22 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
BB&T SECURITIES, LLC | 22 | 22 | 0.04% | 0.09% | 0.13% | Q2 2014 | Q3 2019 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.08% | Q1 2018 | Q2 2023 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.01% | 0.14% | 0.30% | Q3 2013 | Q4 2018 | 22 |
Douglass Winthrop Advisors, LLC | 22 | 22 | 0.01% | 0.74% | 2.60% | Q2 2018 | Q3 2023 | 22 |
Echo Street Capital Management LLC | 13 | 1 | 0.00% | 0.65% | 1.85% | Q2 2014 | Q3 2023 | 22 |
Inspire Investing, LLC | 22 | 22 | 0.04% | 0.12% | 0.25% | Q4 2017 | Q1 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Man Group plc | 18 | 2 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 22 |
CLEARARC CAPITAL INC | 19 | 1 | 0.04% | 0.05% | 0.06% | Q3 2013 | Q3 2019 | 22 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.13% | 0.75% | Q2 2015 | Q1 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q2 2018 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.45% | 0.80% | 1.05% | Q4 2017 | Q4 2022 | 21 |
MEEDER ASSET MANAGEMENT INC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
AQR Capital Management | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 21 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 21 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.09% | 0.38% | Q1 2015 | Q3 2023 | 21 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 21 | 21 | 2.17% | 3.29% | 4.45% | Q3 2018 | Q3 2023 | 21 |
Foundations Investment Advisors, LLC | 19 | 2 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 21 |
NewEdge Advisors, LLC | 19 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WINTON GROUP Ltd | 11 | 1 | 0.01% | 0.16% | 0.78% | Q1 2015 | Q3 2023 | 21 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.09% | 0.25% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 9 | 1 | 0.01% | 0.07% | 0.24% | Q2 2015 | Q3 2023 | 21 |
Turtle Creek Asset Management | 21 | 21 | 1.82% | 3.38% | 6.27% | Q3 2018 | Q3 2023 | 21 |
Transform Wealth, LLC | 13 | 4 | 0.08% | 0.12% | 0.22% | Q2 2016 | Q1 2022 | 21 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.08% | 0.39% | Q4 2013 | Q4 2020 | 21 |
Capco Asset Management, LLC | 21 | 21 | 0.05% | 0.60% | 2.16% | Q4 2016 | Q4 2021 | 21 |
TRUST CO OF VERMONT | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 12 | 1 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q4 2017 | 20 |
Centerstone Investors, LLC | 20 | 20 | 1.13% | 2.10% | 3.28% | Q4 2018 | Q3 2023 | 20 |
Pinkerton Retirement Specialists, LLC | 11 | 9 | 0.03% | 0.68% | 2.17% | Q4 2014 | Q1 2022 | 20 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 14 | 1 | 0.04% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 20 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 20 |
Klingman & Associates, LLC | 19 | 1 | 0.02% | 0.05% | 0.12% | Q4 2017 | Q2 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2018 | 20 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.02% | 0.26% | 1.65% | Q1 2015 | Q3 2023 | 20 |
Dorsey & Whitney Trust CO LLC | 15 | 1 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q4 2021 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 1.65% | 5.79% | 7.78% | Q4 2018 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.20% | 0.60% | Q2 2014 | Q4 2022 | 20 |
Makaira Partners LLC | 20 | 20 | 5.86% | 9.61% | 12.43% | Q4 2018 | Q3 2023 | 20 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20 | 20 | 0.05% | 0.34% | 0.71% | Q4 2018 | Q3 2023 | 20 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 10 | 1 | 0.02% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 20 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 20 | 20 | 2.36% | 3.79% | 4.93% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q1 2021 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FIRST FOUNDATION ADVISORS | 20 | 20 | 0.01% | 0.37% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Sandy Spring Bank | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
COLONY GROUP LLC | 14 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 20 |
First National Bank of South Miami | 19 | 19 | 0.09% | 0.21% | 0.30% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Gilbert & Cook, Inc. | 14 | 1 | 0.06% | 0.08% | 0.11% | Q2 2017 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.14% | 0.52% | Q2 2013 | Q4 2017 | 19 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 19 | 19 | 2.46% | 3.68% | 4.49% | Q1 2019 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 19 |
ADVISOR PARTNERS LLC | 13 | 6 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2022 | 19 |
Summit Asset Management, LLC | 19 | 19 | 0.06% | 0.13% | 0.19% | Q1 2019 | Q3 2023 | 19 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.10% | 0.34% | Q1 2017 | Q3 2021 | 19 |
BOKF, NA | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.02% | 0.35% | 0.84% | Q1 2014 | Q2 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.18% | 0.25% | 0.36% | Q1 2019 | Q3 2023 | 19 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 19 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2013 | Q3 2023 | 19 |
Ariel Investments | 19 | 19 | 0.30% | 0.46% | 0.63% | Q1 2019 | Q3 2023 | 19 |
GABELLI FUNDS LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
SUN LIFE FINANCIAL INC | 18 | 1 | 0.00% | 0.01% | 0.18% | Q1 2016 | Q1 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Gilman Hill Asset Management, LLC | 19 | 19 | 0.32% | 0.48% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Lansing Management LP | 19 | 19 | 11.60% | 14.40% | 18.88% | Q1 2019 | Q3 2023 | 19 |
Global Endowment Management, LP | 16 | 2 | 0.04% | 0.34% | 0.60% | Q4 2014 | Q2 2019 | 18 |
Atlantic Union Bankshares Corp | 10 | 1 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
CHILTON INVESTMENT CO INC. | 17 | 1 | 0.01% | 0.50% | 1.21% | Q3 2013 | Q1 2022 | 18 |
Covington Capital Management | 17 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 18 |
CAAS CAPITAL MANAGEMENT LP | 7 | 7 | 0.00% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 18 |
Clean Yield Group | 18 | 18 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2021 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2022 | 18 |
Proficio Capital Partners LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2022 | 18 |
Brookstone Capital Management | 10 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.04% | 0.36% | 0.63% | Q4 2018 | Q3 2023 | 18 |
Hardy Reed LLC | 14 | 4 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 18 |
HARVEY INVESTMENT CO LLC | 18 | 18 | 0.17% | 0.58% | 0.78% | Q2 2019 | Q3 2023 | 18 |
GAM Holding AG | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q4 2021 | 18 |
Penserra Capital Management LLC | 17 | 1 | 0.00% | 0.01% | 0.10% | Q3 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 18 |
ING GROEP NV | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 18 |
CIBC Private Wealth Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 18 |
WHITTIER TRUST CO | 17 | 17 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Sterling Capital Management LLC | 17 | 17 | 0.00% | 0.32% | 0.82% | Q3 2015 | Q3 2019 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 4 | 1 | 0.04% | 0.11% | 0.21% | Q2 2014 | Q1 2023 | 17 |
CAPE COD FIVE CENTS SAVINGS BANK | 10 | 7 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2022 | 17 |
Avior Wealth Management, LLC | 10 | 7 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 17 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.19% | Q3 2013 | Q4 2021 | 17 |
Personal Capital Advisors Corp | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2022 | 17 |
FIRST MERCANTILE TRUST CO | 17 | 17 | 0.00% | 0.03% | 0.20% | Q1 2016 | Q1 2020 | 17 |
LFL Advisers, LLC | 17 | 17 | 9.14% | 15.19% | 20.19% | Q4 2016 | Q4 2020 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 17 |
LVW Advisors, LLC | 14 | 3 | 0.08% | 0.17% | 0.29% | Q1 2018 | Q2 2022 | 17 |
SEEYOND | 17 | 17 | 0.04% | 0.11% | 0.38% | Q4 2018 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Alexandria Capital, LLC | 14 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Chicago Partners Investment Group LLC | 14 | 1 | 0.00% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 17 |
Capital Research Global Investors | 17 | 17 | 0.02% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 17 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q1 2023 | 17 |
Fairhaven Wealth Management, LLC | 16 | 16 | 0.25% | 0.64% | 1.11% | Q4 2018 | Q3 2022 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
Sonora Investment Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 0.52% | 0.87% | 1.21% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Renaissance Technologies | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q1 2023 | 16 |
WMS Partners, LLC | 11 | 1 | 0.02% | 0.07% | 0.16% | Q2 2014 | Q4 2021 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.21% | 0.87% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.58% | 0.83% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2017 | 16 |
First Pacific Advisors, LP | 10 | 6 | 0.39% | 1.23% | 2.84% | Q2 2013 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2022 | 16 |
Virtu KCG Holdings LLC | 9 | 6 | 0.01% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 16 |
THOMPSON DAVIS & CO., INC. | 16 | 16 | 0.00% | 0.02% | 0.15% | Q4 2013 | Q3 2017 | 16 |
Interval Partners, LP | 5 | 1 | 0.05% | 0.79% | 2.33% | Q4 2013 | Q1 2022 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.66% | 1.04% | 2.10% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 0.18% | 0.26% | 0.41% | Q4 2019 | Q3 2023 | 16 |
GAMBLE JONES INVESTMENT COUNSEL | 16 | 16 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q4 2022 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2017 | 16 |
Kelman-Lazarov, Inc. | 16 | 16 | 0.11% | 0.35% | 0.50% | Q1 2016 | Q4 2019 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Professional Financial Advisors, LLC | 16 | 16 | 0.38% | 0.59% | 1.03% | Q4 2019 | Q3 2023 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.57% | 1.19% | 3.44% | Q4 2019 | Q3 2023 | 16 |
Greenline Partners, LLC | 16 | 16 | 0.09% | 0.32% | 0.47% | Q2 2019 | Q1 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 1 | 0.00% | 0.09% | 0.41% | Q4 2017 | Q2 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Arcus Capital Partners, LLC | 4 | 1 | 0.06% | 0.20% | 1.26% | Q4 2015 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.04% | 0.10% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Taylor Frigon Capital Management LLC | 14 | 2 | 0.76% | 1.27% | 1.51% | Q1 2016 | Q1 2021 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.07% | 0.21% | Q4 2019 | Q3 2023 | 16 |
CONNABLE OFFICE INC | 15 | 15 | 0.08% | 0.10% | 0.17% | Q2 2013 | Q4 2016 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
WEALTHFRONT Corp | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.02% | 0.12% | 0.35% | Q4 2018 | Q3 2022 | 15 |
PRIVATE TRUST CO NA | 7 | 2 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 15 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2021 | 15 |
NuWave Investment Management, LLC | 5 | 1 | 0.00% | 0.15% | 0.62% | Q4 2013 | Q2 2022 | 15 |
FineMark National Bank & Trust | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SUMMITRY LLC | 15 | 15 | 1.12% | 2.27% | 3.75% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.06% | 0.07% | Q3 2011 | Q3 2015 | 15 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 15 | 15 | 2.65% | 3.82% | 5.04% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.01% | 0.10% | 0.29% | Q1 2017 | Q3 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q1 2020 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 2 | 0.00% | 0.03% | 0.20% | Q1 2020 | Q4 2023 | 15 |
Orbis Allan Gray Ltd | 15 | 15 | 0.01% | 0.03% | 0.15% | Q3 2019 | Q1 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.09% | 0.32% | Q1 2013 | Q1 2019 | 15 |
WCM INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2023 | 15 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 15 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q1 2018 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.08% | 0.10% | 0.13% | Q4 2016 | Q2 2020 | 15 |
JARISLOWSKY, FRASER Ltd | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 10 | 1 | 0.22% | 0.46% | 0.86% | Q2 2015 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
EQUITABLE TRUST CO | 10 | 4 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
Hills Bank & Trust Co | 14 | 14 | 0.06% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 13 | 1 | 0.05% | 0.27% | 0.33% | Q2 2013 | Q3 2018 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2019 | 14 |
RiverPark Advisors, LLC | 14 | 14 | 0.26% | 1.91% | 4.22% | Q2 2015 | Q3 2018 | 14 |
Kiltearn Partners LLP | 14 | 14 | 0.86% | 3.06% | 5.72% | Q2 2020 | Q3 2023 | 14 |
Stephens Investment Management Group LLC | 14 | 14 | 0.10% | 0.42% | 0.61% | Q2 2013 | Q3 2016 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
AMICA MUTUAL INSURANCE CO | 14 | 14 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q1 2019 | 14 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2022 | 14 |
OSSIAM | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 14 |
TDAM USA INC. | 11 | 3 | 0.03% | 0.31% | 0.52% | Q2 2018 | Q4 2021 | 14 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Canal Capital Management, LLC | 10 | 1 | 0.06% | 0.11% | 0.18% | Q4 2016 | Q3 2022 | 14 |
Amica Retiree Medical Trust | 14 | 14 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q1 2019 | 14 |
Snowden Capital Advisors LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 14 |
COMGEST GLOBAL INVESTORS S.A.S. | 14 | 14 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q1 2018 | 14 |
Bank of Marin | 14 | 14 | 0.22% | 0.31% | 0.40% | Q4 2019 | Q1 2023 | 14 |
ASSETMARK, INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2021 | 14 |
Hudson Bay Capital Management LP | 7 | 1 | 0.01% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 14 | 14 | 0.02% | 0.05% | 0.06% | Q1 2016 | Q2 2019 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LEUTHOLD GROUP, LLC | 14 | 14 | 0.51% | 0.59% | 0.67% | Q2 2013 | Q3 2016 | 14 |
Hanson & Doremus Investment Management | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Yorktown Management & Research Co Inc | 10 | 4 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q4 2021 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q2 2022 | 14 |
SouthState Corp | 13 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 14 |
Marshall Wace North America L.P. | 9 | 1 | 0.00% | 0.03% | 0.17% | Q2 2017 | Q3 2021 | 14 |
Cipher Capital LP | 5 | 1 | 0.03% | 0.38% | 0.92% | Q2 2013 | Q2 2023 | 14 |
Moisand Fitzgerald Tamayo, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Carnegie Capital Asset Management, LLC | 10 | 3 | 0.05% | 0.14% | 0.44% | Q4 2017 | Q1 2021 | 13 |
IPG Investment Advisors LLC | 6 | 1 | 1.00% | 2.16% | 3.68% | Q4 2013 | Q1 2023 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ClearBridge Investments | 13 | 13 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q1 2017 | 13 |
Dai-ichi Life Holdings, Inc. | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
EXANE DERIVATIVES | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 13 |
INTEGRAL DERIVATIVES, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2017 | 13 |
Oakcliff Capital Partners, LP | 13 | 13 | 2.91% | 8.72% | 13.06% | Q1 2017 | Q1 2020 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.06% | 0.29% | 0.44% | Q2 2014 | Q2 2017 | 13 |
THORNBURG INVESTMENT MANAGEMENT INC | 13 | 13 | 0.03% | 0.22% | 0.36% | Q1 2018 | Q1 2021 | 13 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 9 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 13 |
Summit X, LLC | 13 | 13 | 0.07% | 0.13% | 0.20% | Q2 2020 | Q2 2023 | 13 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.11% | 0.42% | Q2 2016 | Q2 2023 | 13 |
Dai-ichi Life Insurance Company, Ltd | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 13 |
Tredje AP-fonden | 5 | 1 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 13 |
DUALITY ADVISERS, LP | 4 | 3 | 0.06% | 0.25% | 0.56% | Q2 2019 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.34% | 0.92% | Q3 2016 | Q2 2023 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2022 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Private Ocean, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Otter Creek Advisors, LLC | 6 | 1 | 0.66% | 1.53% | 4.59% | Q1 2015 | Q3 2020 | 13 |
ARMSTRONG HENRY H ASSOCIATES INC | 13 | 13 | 0.16% | 0.27% | 0.39% | Q4 2019 | Q4 2022 | 13 |
Assenagon Asset Management S.A. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.04% | 0.20% | 0.46% | Q3 2020 | Q3 2023 | 13 |
LMR Partners LLP | 4 | 1 | 0.00% | 0.08% | 0.17% | Q4 2014 | Q2 2023 | 13 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 13 | 0.06% | 0.08% | 0.10% | Q4 2015 | Q4 2018 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.23% | 0.99% | Q4 2016 | Q2 2023 | 13 |
Powell Investment Advisors, LLC | 13 | 13 | 0.29% | 0.56% | 0.74% | Q4 2019 | Q4 2022 | 13 |
HERMES INVESTMENT MANAGEMENT LTD | 12 | 12 | 0.42% | 0.62% | 0.86% | Q2 2013 | Q1 2016 | 12 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 12 | 12 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
Greenbrier Partners Capital Management, LLC | 12 | 12 | 2.04% | 3.90% | 5.00% | Q2 2013 | Q1 2016 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 12 | 0.01% | 0.16% | 0.27% | Q4 2020 | Q3 2023 | 12 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q4 2021 | 12 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.02% | 0.12% | 0.40% | Q3 2013 | Q2 2018 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Financial Management Professionals, Inc. | 10 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
HM PAYSON & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Prime Capital Investment Advisors, LLC | 8 | 4 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q4 2020 | 12 |
Kinloch Capital, LLC | 12 | 12 | 0.12% | 0.23% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Zurich Insurance Group Ltd/FI | 9 | 1 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2019 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.11% | 0.28% | 0.69% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.08% | 0.13% | 0.29% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Blueshift Asset Management, LLC | 7 | 1 | 0.12% | 0.59% | 1.54% | Q4 2018 | Q3 2023 | 12 |
BP PLC | 4 | 2 | 0.02% | 0.05% | 0.06% | Q3 2016 | Q2 2021 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Parkwood LLC | 4 | 1 | 0.03% | 0.60% | 1.70% | Q4 2014 | Q4 2018 | 12 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.04% | 0.17% | Q2 2015 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
NAVELLIER & ASSOCIATES INC | 8 | 4 | 0.03% | 0.04% | 0.05% | Q3 2012 | Q4 2021 | 12 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.01% | 0.89% | 1.95% | Q2 2013 | Q2 2023 | 12 |
FORSTA AP-FONDEN | 10 | 2 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Triad Investment Management | 7 | 5 | 0.96% | 3.03% | 4.62% | Q4 2018 | Q3 2023 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 12 |
KALMAR INVESTMENTS INC /DE/ | 12 | 12 | 0.56% | 0.99% | 1.36% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.05% | 0.22% | Q4 2016 | Q2 2023 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 2 | 0.03% | 0.06% | 0.12% | Q1 2015 | Q3 2018 | 12 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 2.17% | 2.80% | 3.35% | Q4 2020 | Q3 2023 | 12 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.05% | 0.14% | 0.30% | Q3 2013 | Q3 2019 | 11 |
SIRIOS CAPITAL MANAGEMENT L P | 9 | 2 | 0.40% | 1.69% | 3.86% | Q4 2016 | Q3 2020 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.07% | 0.13% | Q4 2015 | Q4 2022 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q1 2020 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 1 | 0.02% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 11 |
Wellington Shields & Co., LLC | 11 | 11 | 0.16% | 0.34% | 0.58% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ABRAMS BISON INVESTMENTS, LLC | 11 | 11 | 4.16% | 11.02% | 16.75% | Q2 2014 | Q4 2016 | 11 |
Kovitz Investment Group, LLC | 11 | 11 | 1.34% | 2.13% | 3.60% | Q2 2013 | Q4 2015 | 11 |
Cresset Asset Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.41% | 0.78% | Q2 2015 | Q2 2022 | 11 |
HOWARD HUGHES MEDICAL INSTITUTE | 11 | 11 | 0.15% | 0.85% | 1.81% | Q3 2014 | Q1 2017 | 11 |
AMF Tjanstepension AB | 11 | 11 | 0.04% | 0.08% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 11 |
CAPITAL MANAGEMENT CORP /VA | 9 | 2 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 11 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.20% | 0.77% | Q3 2017 | Q3 2020 | 11 |
Vident Investment Advisory, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2021 | 11 |
Ethic Inc. | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Hedeker Wealth, LLC | 11 | 11 | 0.06% | 0.89% | 2.02% | Q4 2014 | Q2 2017 | 11 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.25% | 0.86% | Q1 2018 | Q3 2023 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q2 2019 | 11 |
Symmetry Partners, LLC | 9 | 2 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 11 |
CITY HOLDING CO | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 11 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 11 |
BALASA DINVERNO & FOLTZ LLC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Decatur Capital Management, Inc. | 7 | 4 | 0.85% | 1.54% | 2.32% | Q2 2016 | Q1 2019 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 11 |
Euclid Advisors LLC | 8 | 3 | 0.04% | 0.17% | 0.62% | Q2 2013 | Q2 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Capital Investment Advisory Services, LLC | 9 | 2 | 0.00% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 11 |
Quantitative Systematic Strategies LLC | 8 | 1 | 0.06% | 0.27% | 0.68% | Q2 2014 | Q1 2018 | 11 |
UMB Bank, n.a. | 8 | 3 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 11 |
Bradley Mark J. | 11 | 11 | 0.18% | 1.43% | 2.26% | Q4 2020 | Q2 2023 | 11 |
Provident Investment Management, Inc. | 10 | 10 | 4.00% | 4.66% | 5.37% | Q3 2014 | Q4 2016 | 10 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
IVORY INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.50% | 0.67% | 0.97% | Q1 2015 | Q2 2017 | 10 |
LOOMIS SAYLES & CO L P | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
ProVise Management Group, LLC | 10 | 10 | 0.02% | 0.19% | 0.39% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q4 2021 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.06% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.04% | 0.19% | Q3 2017 | Q2 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.11% | 0.22% | 0.28% | Q2 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2015 | 10 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 10 |
TAMRO Capital Partners LLC | 10 | 10 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2015 | 10 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2023 | 10 |
BARINGS LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2016 | 10 |
Avalon Investment & Advisory | 6 | 1 | 0.00% | 0.22% | 1.29% | Q2 2013 | Q1 2023 | 10 |
GLG LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2017 | 10 |
RAYMOND JAMES TRUST N.A. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
Holocene Advisors, LP | 5 | 1 | 0.17% | 0.70% | 1.64% | Q4 2017 | Q3 2023 | 10 |
Koshinski Asset Management, Inc. | 6 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2016 | 10 |
TRADITION CAPITAL MANAGEMENT LLC | 10 | 10 | 0.40% | 0.58% | 1.00% | Q4 2016 | Q1 2019 | 10 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.26% | 0.58% | Q2 2013 | Q3 2023 | 10 |
Vancity Investment Management Ltd | 10 | 10 | 1.96% | 2.41% | 3.00% | Q2 2021 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.07% | 0.29% | 0.66% | Q2 2015 | Q4 2022 | 10 |
ARBOR CAPITAL MANAGEMENT LLC | 10 | 10 | 0.49% | 0.91% | 1.60% | Q3 2013 | Q4 2015 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Caledonia (Private) Investments Pty Ltd | 10 | 10 | 0.22% | 2.57% | 4.67% | Q1 2020 | Q2 2022 | 10 |
TOBAM | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q4 2020 | 10 |
CLINTON GROUP INC | 4 | 1 | 0.07% | 0.37% | 0.67% | Q3 2013 | Q2 2018 | 10 |
NIPPON LIFE INSURANCE CO | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2017 | 10 |
SUMITOMO LIFE INSURANCE CO | 10 | 10 | 0.11% | 0.16% | 0.22% | Q3 2013 | Q4 2015 | 10 |
WFG Advisors, LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.10% | 0.34% | Q3 2013 | Q3 2018 | 9 |
Marathon Asset Management Ltd | 9 | 9 | 0.28% | 0.49% | 1.61% | Q3 2021 | Q3 2023 | 9 |
Edgestream Partners, L.P. | 5 | 1 | 0.07% | 0.32% | 0.70% | Q4 2018 | Q1 2023 | 9 |
Illinois Municipal Retirement Fund | 6 | 3 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 2 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q4 2021 | 9 |
Kathmere Capital Management, LLC | 9 | 9 | 0.05% | 0.07% | 0.12% | Q2 2020 | Q2 2022 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NATIXIS | 4 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.08% | 0.17% | Q2 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 9 |
Immersion Capital LLP | 5 | 4 | 5.01% | 15.93% | 30.63% | Q4 2016 | Q3 2023 | 9 |
Sound Income Strategies, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Redpoint Investment Management Pty Ltd | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 9 |
Index Management Solutions, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 9 |
Rings Capital Management | 5 | 4 | 0.64% | 6.51% | 19.99% | Q2 2020 | Q3 2023 | 9 |
A.R.T. Advisors, LLC | 6 | 1 | 0.02% | 0.17% | 0.30% | Q3 2013 | Q3 2018 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.04% | 0.18% | Q1 2015 | Q3 2023 | 9 |
Dynamic Capital Management Ltd | 2 | 1 | 0.08% | 1.49% | 6.87% | Q3 2013 | Q1 2019 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2015 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Balentine LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 9 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q2 2022 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 9 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.02% | 0.36% | 0.58% | Q3 2020 | Q3 2022 | 9 |
Hollow Brook Wealth Management LLC | 9 | 9 | 1.52% | 2.88% | 4.67% | Q3 2021 | Q3 2023 | 9 |
PIERSHALE FINANCIAL GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 9 |
Sciencast Management LP | 2 | 1 | 0.09% | 0.43% | 0.98% | Q3 2017 | Q3 2021 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.14% | 0.22% | 0.30% | Q4 2013 | Q4 2015 | 9 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.14% | 0.31% | 0.65% | Q2 2013 | Q3 2020 | 9 |
TIEMANN INVESTMENT ADVISORS, LLC | 4 | 2 | 0.08% | 0.16% | 0.25% | Q1 2015 | Q4 2021 | 9 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q4 2019 | 9 |
Pier Capital, LLC | 5 | 4 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q4 2015 | 9 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q1 2023 | 9 |
MAR VISTA INVESTMENT PARTNERS LLC | 9 | 9 | 0.83% | 1.37% | 1.72% | Q4 2017 | Q4 2019 | 9 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.09% | 0.28% | 0.57% | Q4 2013 | Q4 2019 | 9 |
Alliance Wealth Advisors, LLC | 9 | 9 | 0.17% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 0.07% | 0.10% | 0.17% | Q1 2021 | Q1 2023 | 9 |
Roundview Capital LLC | 5 | 4 | 0.02% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Connecticut Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Latitude Advisors, LLC | 9 | 9 | 0.17% | 0.26% | 0.46% | Q1 2021 | Q1 2023 | 9 |
Vontobel Holding Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
MGO ONE SEVEN LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 8 |
2Xideas AG | 8 | 8 | 0.57% | 0.84% | 1.28% | Q4 2020 | Q3 2022 | 8 |
Caption Management, LLC | 2 | 1 | 0.01% | 0.14% | 0.57% | Q4 2019 | Q1 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.06% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 0.83% | 1.21% | 1.46% | Q4 2021 | Q3 2023 | 8 |
BRISTOL JOHN W & CO INC /NY/ | 8 | 8 | 0.81% | 0.98% | 1.16% | Q4 2014 | Q3 2016 | 8 |
LOWE BROCKENBROUGH & CO INC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Veritas Investment Management LLP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
BENNETT SELBY INVESTMENTS LP | 8 | 8 | 0.51% | 0.74% | 0.99% | Q4 2020 | Q3 2022 | 8 |
Hutchin Hill Capital, LP | 5 | 1 | 0.04% | 0.09% | 0.16% | Q3 2013 | Q2 2017 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2019 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.49% | 0.94% | 1.82% | Q3 2014 | Q3 2018 | 8 |
ALLSTATE CORP | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 8 |
Portolan Capital Management | 5 | 1 | 0.15% | 0.45% | 0.73% | Q2 2013 | Q1 2021 | 8 |
Crewe Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 8 |
FIRST INTERSTATE BANK | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HHM Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Glenview Trust Co | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.05% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
SELZ CAPITAL LLC | 4 | 4 | 0.13% | 0.32% | 1.22% | Q4 2017 | Q4 2019 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BIGLARI, SARDAR | 8 | 8 | 5.40% | 9.84% | 17.99% | Q4 2021 | Q3 2023 | 8 |
MENTA CAPITAL LLC | 2 | 1 | 0.02% | 0.20% | 0.54% | Q4 2015 | Q2 2019 | 8 |
Boston Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.02% | 0.13% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 8 |
WoodTrust Financial Corp | 8 | 8 | 0.06% | 0.15% | 0.25% | Q4 2020 | Q3 2022 | 8 |
MOSELEY INVESTMENT MANAGEMENT INC | 8 | 8 | 0.34% | 0.58% | 0.86% | Q4 2020 | Q3 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2016 | 8 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.11% | 0.19% | Q3 2017 | Q2 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.19% | 0.91% | 1.79% | Q2 2014 | Q3 2016 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 8 |
WASHINGTON TRUST BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 8 |
DIKER MANAGEMENT LLC | 8 | 8 | 0.76% | 1.12% | 1.51% | Q2 2016 | Q1 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 8 |
Graves Light Lenhart Wealth, Inc. | 5 | 2 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q4 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Alpha Paradigm Partners, LLC | 7 | 7 | 0.04% | 0.22% | 0.41% | Q4 2020 | Q2 2022 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2019 | 7 |
GILDER GAGNON HOWE & CO LLC | 4 | 3 | 0.00% | 0.81% | 2.20% | Q2 2013 | Q1 2015 | 7 |
Fosun International Ltd | 7 | 7 | 0.02% | 0.07% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
NorthCoast Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Sompo Asset Management Co., Ltd. | 4 | 3 | 0.04% | 0.15% | 0.25% | Q4 2018 | Q3 2023 | 7 |
Ruane, Cunniff & Goldfarb | 7 | 7 | 2.90% | 4.75% | 6.39% | Q2 2016 | Q4 2017 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COOKE & BIELER LP | 7 | 7 | 1.29% | 1.52% | 1.80% | Q1 2022 | Q3 2023 | 7 |
REYNOLDS CAPITAL MANAGEMENT LLC | 4 | 3 | 0.31% | 0.40% | 0.51% | Q2 2013 | Q3 2015 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.03% | 0.38% | 0.62% | Q2 2022 | Q3 2023 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.02% | 0.10% | 0.22% | Q4 2016 | Q2 2018 | 7 |
Tuttle Capital Management, LLC | 2 | 1 | 0.09% | 0.88% | 1.83% | Q1 2018 | Q1 2021 | 7 |
Cranbrook Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Harvest Investment Services, LLC | 7 | 7 | 0.18% | 0.25% | 0.37% | Q2 2020 | Q4 2021 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 1 | 0.01% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 7 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 7 |
Timber Creek Capital Management LLC | 7 | 7 | 0.61% | 1.17% | 1.55% | Q1 2022 | Q3 2023 | 7 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 7 | 7 | 1.53% | 1.90% | 2.14% | Q2 2019 | Q4 2020 | 7 |
Tranquilli Financial Advisor LLC | 7 | 7 | 0.24% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.11% | 0.23% | 0.32% | Q3 2018 | Q1 2020 | 7 |
Dakota Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 7 |
Harvest Fund Management Co., Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
D.B. Root & Company, LLC | 7 | 7 | 0.11% | 0.13% | 0.22% | Q4 2017 | Q2 2019 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 7 | 7 | 0.00% | 0.11% | 0.20% | Q2 2021 | Q4 2022 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.08% | 0.12% | Q1 2015 | Q3 2016 | 7 |
Carson Advisory Inc. | 4 | 3 | 0.18% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Atika Capital Management LLC | 4 | 3 | 0.14% | 1.61% | 2.56% | Q2 2019 | Q2 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Ohio National Investments, Inc. | 6 | 1 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q1 2016 | 7 |
Xcel Wealth Management, LLC | 7 | 7 | 0.69% | 1.07% | 1.47% | Q2 2020 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Borer Denton & Associates, Inc. | 7 | 7 | 0.84% | 1.06% | 1.41% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 7 |
Keystone Financial Services | 7 | 7 | 0.32% | 0.38% | 0.48% | Q1 2022 | Q3 2023 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.04% | 0.66% | 3.04% | Q2 2015 | Q3 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
LOEWS CORP | 6 | 1 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q4 2020 | 7 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 5 | 2 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q1 2015 | 7 |
COMMUNITY TRUST & INVESTMENT CO | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2016 | Q3 2017 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
S&T BANK/PA | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Force Capital Management LLC | 6 | 6 | 0.71% | 3.17% | 7.76% | Q3 2014 | Q4 2015 | 7 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.16% | 0.49% | Q1 2014 | Q3 2019 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.09% | 0.17% | 0.24% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 7 |
TOWER BRIDGE ADVISORS | 7 | 7 | 0.02% | 0.13% | 0.24% | Q4 2020 | Q2 2022 | 7 |
B. Metzler seel. Sohn & Co. AG | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.10% | 0.62% | Q2 2015 | Q1 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Pearl River Capital, LLC | 5 | 1 | 0.11% | 0.28% | 0.46% | Q4 2018 | Q1 2023 | 7 |
Melvin Capital Management LP | 4 | 1 | 0.20% | 1.91% | 3.32% | Q1 2017 | Q1 2020 | 7 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Apollon Wealth Management, LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Riverwater Partners LLC | 7 | 7 | 0.24% | 0.34% | 0.45% | Q2 2022 | Q4 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 7 |
Teewinot Capital Advisers, L.L.C. | 7 | 7 | 0.88% | 2.99% | 4.63% | Q2 2020 | Q4 2021 | 7 |
DAVIDSON & GARRARD INC | 4 | 1 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q3 2015 | 7 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2021 | 7 |
FIDUCIARY MANAGEMENT INC /WI/ | 7 | 7 | 1.40% | 1.90% | 2.47% | Q1 2022 | Q3 2023 | 7 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2020 | 7 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.14% | 0.19% | Q2 2014 | Q1 2022 | 7 |
Neo Ivy Capital Management | 2 | 1 | 0.27% | 0.74% | 1.27% | Q4 2018 | Q3 2023 | 7 |
BlueDrive Global Investors LLP | 7 | 7 | 0.32% | 4.41% | 12.31% | Q3 2020 | Q1 2022 | 7 |
HighVista Strategies LLC | 4 | 1 | 0.12% | 0.51% | 0.77% | Q1 2015 | Q1 2018 | 7 |
KLINGENSTEIN FIELDS & CO LP | 4 | 3 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2015 | 7 |
VNBTrust, National Association | 7 | 7 | 1.04% | 2.32% | 3.24% | Q2 2016 | Q4 2017 | 7 |
Arlington Partners LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 6 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2016 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 6 | 1.21% | 1.36% | 1.54% | Q3 2015 | Q4 2016 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Invictus RG | 2 | 1 | 0.01% | 1.24% | 3.60% | Q4 2016 | Q3 2019 | 6 |
Alta Wealth Advisors LLC | 6 | 6 | 0.13% | 0.59% | 0.86% | Q4 2020 | Q1 2022 | 6 |
BRYN MAWR TRUST Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Metis Global Partners, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.04% | 0.29% | 0.51% | Q2 2013 | Q3 2015 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Palestra Capital Management LLC | 4 | 2 | 0.02% | 3.07% | 4.21% | Q1 2019 | Q4 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Shellback Capital, LP | 2 | 1 | 0.26% | 0.83% | 1.36% | Q1 2015 | Q2 2021 | 6 |
CenterStar Asset Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q4 2020 | Q4 2022 | 6 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 6 |
Seven Bridges Advisors LLC | 6 | 6 | 0.41% | 1.17% | 1.71% | Q4 2015 | Q1 2017 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Trek Financial, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.02% | 0.10% | 0.18% | Q3 2016 | Q4 2017 | 6 |
XTX Topco Ltd | 2 | 2 | 0.08% | 0.16% | 0.30% | Q2 2021 | Q3 2023 | 6 |
Salomon & Ludwin, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 6 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 6 |
Banco Santander, S.A. | 5 | 1 | 0.00% | 0.06% | 0.08% | Q1 2018 | Q3 2019 | 6 |
TimesSquare Capital Management, LLC | 6 | 6 | 0.33% | 0.48% | 0.57% | Q3 2020 | Q4 2021 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.04% | 0.21% | 0.59% | Q4 2021 | Q1 2023 | 6 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.05% | 0.27% | 0.77% | Q3 2013 | Q4 2019 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Seven Springs Wealth Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Country Club Trust Company, n.a. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
Mutual Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 6 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.18% | 0.42% | Q4 2019 | Q1 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 6 |
Hillman Capital Management, Inc. | 6 | 6 | 0.11% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.04% | 0.32% | 0.67% | Q4 2016 | Q1 2021 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.09% | 0.13% | 0.20% | Q3 2017 | Q2 2023 | 6 |
HEARTLAND ADVISORS INC | 6 | 6 | 0.28% | 0.63% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Fruth Investment Management | 4 | 1 | 0.06% | 0.08% | 0.09% | Q1 2015 | Q2 2022 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.04% | 0.22% | 0.46% | Q3 2016 | Q2 2018 | 6 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 6 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 6 | 6 | 0.28% | 0.64% | 0.85% | Q2 2013 | Q3 2014 | 6 |
Salzman Financial Management | 6 | 6 | 5.79% | 16.77% | 53.45% | Q3 2014 | Q4 2015 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Elgethun Capital Management | 6 | 6 | 1.18% | 1.39% | 1.78% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.14% | 0.16% | 0.18% | Q4 2013 | Q1 2015 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
REGENTATLANTIC CAPITAL LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Motley Fool Asset Management LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
QVT Financial LP | 6 | 6 | 0.55% | 0.71% | 0.98% | Q4 2016 | Q1 2018 | 6 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.22% | 0.59% | Q4 2017 | Q4 2021 | 6 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 6 | 6 | 1.88% | 2.35% | 2.64% | Q1 2019 | Q2 2020 | 6 |
Mount Yale Investment Advisors, LLC | 6 | 6 | 0.07% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Venator Management LLC | 4 | 2 | 0.07% | 0.37% | 0.71% | Q4 2020 | Q4 2022 | 6 |
Summit Trail Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.00% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 6 | 6 | 2.09% | 2.53% | 3.29% | Q2 2022 | Q3 2023 | 6 |
Capital World Investors | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Chemistry Wealth Management LLC | 6 | 6 | 0.19% | 0.25% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Leucadia National | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 6 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.12% | 0.31% | Q4 2016 | Q3 2018 | 6 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 6 | 6 | 0.28% | 0.40% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Junto Capital Management LP | 4 | 2 | 1.07% | 2.22% | 4.35% | Q2 2017 | Q4 2019 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 6 |
Atwater Malick LLC | 4 | 1 | 0.07% | 0.12% | 0.17% | Q3 2019 | Q4 2021 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.12% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
ZEKE LP /PA | 6 | 6 | 1.42% | 2.00% | 2.61% | Q2 2013 | Q3 2014 | 6 |
Lido Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Forum Financial Management, LP | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.60% | 0.89% | 1.25% | Q3 2022 | Q3 2023 | 5 |
BIGLARI CAPITAL CORP. | 5 | 5 | 0.35% | 0.80% | 0.98% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 5 |
HOWE & RUSLING INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.15% | 0.94% | 1.56% | Q2 2014 | Q3 2018 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.13% | 0.28% | 0.35% | Q1 2014 | Q4 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q2 2015 | Q2 2016 | 5 |
SQ Advisors, LLC | 5 | 5 | 10.45% | 11.21% | 12.20% | Q1 2018 | Q1 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Edge Capital Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 5 |
Appaloosa LP | 5 | 5 | 1.06% | 1.18% | 1.31% | Q4 2020 | Q4 2021 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.14% | 0.38% | Q2 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Aquatic Capital Management LLC | 4 | 1 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Tidal Investments LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.36% | 0.83% | Q4 2018 | Q4 2022 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.10% | 0.18% | 0.25% | Q3 2020 | Q3 2022 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 5 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q4 2021 | 5 |
M.D. Sass, Inc. | 5 | 5 | 2.15% | 3.02% | 3.81% | Q2 2019 | Q2 2020 | 5 |
First Command Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Choate Investment Advisors | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Numeric Investors LLC | 5 | 5 | 0.01% | 0.17% | 0.42% | Q2 2013 | Q2 2014 | 5 |
TAGStone Capital, Inc. | 3 | 2 | 0.16% | 0.22% | 0.29% | Q4 2021 | Q3 2023 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 5 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 5 |
Dorsal Capital Management, LP | 3 | 1 | 0.71% | 1.85% | 3.23% | Q4 2016 | Q1 2023 | 5 |
Hawkins Capital L.P. | 5 | 5 | 1.69% | 1.83% | 2.03% | Q2 2016 | Q2 2017 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.13% | 0.43% | Q1 2020 | Q2 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.07% | 0.22% | 0.29% | Q4 2022 | Q4 2023 | 5 |
Larson Financial Group LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Desjardins Global Asset Management Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 5 | 5 | 4.17% | 7.10% | 9.07% | Q3 2022 | Q3 2023 | 5 |
MACRO Consulting Group | 5 | 5 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q2 2021 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.44% | 0.58% | 0.67% | Q2 2019 | Q2 2020 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Versor Investments LP | 3 | 1 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 5 |
Candlestick Capital Management LP | 2 | 1 | 0.24% | 0.88% | 1.82% | Q2 2020 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 5 | 0.16% | 0.24% | 0.30% | Q4 2016 | Q4 2017 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Petrus Trust Company, LTA | 4 | 1 | 0.04% | 2.03% | 2.93% | Q1 2019 | Q3 2022 | 5 |
Buttonwood Financial Advisors Inc. | 4 | 1 | 0.26% | 0.77% | 0.96% | Q4 2021 | Q3 2023 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Standard Investments LLC | 5 | 5 | 0.08% | 0.20% | 0.54% | Q3 2014 | Q3 2015 | 5 |
CENTRAL BANK & TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 5 |
Northwest Bancshares, Inc. | 5 | 5 | 0.05% | 0.76% | 1.09% | Q2 2021 | Q2 2022 | 5 |
Camarda Financial Advisors, LLC | 3 | 2 | 0.04% | 0.17% | 0.36% | Q4 2014 | Q4 2021 | 5 |
Bain Capital Public Equity Management, LLC | 3 | 2 | 1.34% | 2.90% | 4.46% | Q4 2014 | Q3 2018 | 5 |
SIGMA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.26% | 1.04% | 1.59% | Q2 2013 | Q1 2014 | 5 |
First Trust Direct Indexing L.P. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q1 2022 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Reservoir Operations, L.P. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
FOUNDERS BANK & TRUST | 5 | 5 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q4 2014 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
ADVISORY RESEARCH INC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q1 2020 | 5 |
FULTON BANK, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Apertura Capital, LLC | 4 | 1 | 0.71% | 3.09% | 5.33% | Q2 2016 | Q3 2017 | 5 |
Greystone Managed Investments Inc. | 5 | 5 | 0.24% | 0.30% | 0.45% | Q2 2015 | Q2 2016 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Inlet Private Wealth, LLC | 5 | 5 | 0.63% | 1.05% | 1.40% | Q3 2022 | Q3 2023 | 5 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.10% | 0.22% | Q3 2020 | Q2 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PineBridge Investments, L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 5 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.09% | 0.58% | 0.88% | Q3 2014 | Q3 2021 | 5 |
Coe Capital Management, LLC | 4 | 1 | 0.21% | 0.41% | 0.70% | Q2 2013 | Q1 2015 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.51% | 0.79% | 1.16% | Q1 2019 | Q4 2019 | 4 |
Columbia Trust Co 01012016 | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATTON FUND MANAGEMENT, INC. | 3 | 1 | 0.06% | 0.54% | 0.99% | Q2 2021 | Q2 2023 | 4 |
Governors Lane LP | 2 | 1 | 0.22% | 0.68% | 1.34% | Q1 2021 | Q4 2022 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.68% | 0.96% | 1.25% | Q1 2015 | Q4 2019 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.14% | 0.15% | 0.17% | Q1 2015 | Q4 2015 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.09% | 0.19% | 0.33% | Q1 2014 | Q1 2017 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.03% | 0.23% | 0.46% | Q2 2013 | Q1 2014 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.10% | 0.13% | Q4 2017 | Q3 2020 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Deer Park Road Corp | 2 | 2 | 0.49% | 0.93% | 1.53% | Q1 2019 | Q1 2023 | 4 |
OTTER CREEK MANAGEMENT INC | 3 | 1 | 0.29% | 0.59% | 0.90% | Q3 2014 | Q3 2015 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
WOODSTOCK CORP | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Meadow Creek Wealth Advisors LLC | 3 | 1 | 0.27% | 0.40% | 0.65% | Q4 2019 | Q3 2022 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.53% | 0.58% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.08% | 0.25% | Q4 2020 | Q3 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2014 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2014 | Q3 2015 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
US FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 4 |
Biltmore Wealth Management, LLC | 4 | 4 | 0.24% | 0.25% | 0.27% | Q2 2019 | Q1 2020 | 4 |
True North Advisors, LLC | 4 | 4 | 0.12% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Norman Fields, Gottscho Capital Management, LLC | 4 | 4 | 1.07% | 1.26% | 1.35% | Q1 2019 | Q4 2019 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 1.11% | 1.31% | 1.52% | Q4 2022 | Q3 2023 | 4 |
TPI Fund Managers Ltd | 4 | 4 | 1.71% | 2.27% | 2.64% | Q2 2021 | Q1 2022 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.15% | 0.56% | 0.81% | Q3 2014 | Q4 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.08% | 0.20% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.32% | 0.35% | 0.38% | Q2 2015 | Q1 2016 | 4 |
CLIENT 1ST ADVISORY GROUP, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q4 2022 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 0.70% | 0.76% | 0.82% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.24% | 0.36% | 0.52% | Q2 2013 | Q1 2014 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q2 2020 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.00% | 0.38% | 1.01% | Q2 2015 | Q4 2019 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q1 2019 | Q4 2019 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.08% | 0.18% | Q1 2021 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
TMD & ASSOCIATES, INC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q3 2018 | Q2 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Edgemoor Investment Advisors, Inc. | 4 | 4 | 0.08% | 0.16% | 0.24% | Q1 2022 | Q4 2022 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MAIRS & POWER INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2015 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 1.01% | 2.04% | Q3 2013 | Q3 2023 | 4 |
Act Two Investors LLC | 4 | 4 | 0.87% | 1.02% | 1.17% | Q1 2019 | Q4 2019 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.09% | 0.12% | 0.16% | Q4 2017 | Q3 2018 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q2 2015 | 4 |
Avalon Global Asset Management LLC | 2 | 1 | 0.62% | 1.00% | 1.30% | Q2 2015 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
CAPITAL ADVISORS INC/OK | 4 | 4 | 0.72% | 0.81% | 0.87% | Q1 2018 | Q4 2018 | 4 |
Cerebellum GP, LLC | 2 | 2 | 0.09% | 0.15% | 0.29% | Q4 2017 | Q3 2020 | 4 |
TIGER CONSUMER MANAGEMENT, LP | 4 | 4 | 3.64% | 4.15% | 5.25% | Q1 2014 | Q4 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.04% | 0.10% | 0.15% | Q2 2017 | Q3 2017 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Haverford Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.00% | 0.15% | 0.28% | Q2 2019 | Q2 2023 | 4 |
Barbara Oil Co. | 4 | 4 | 0.28% | 0.44% | 0.50% | Q1 2021 | Q4 2021 | 4 |
Enlightenment Research, LLC | 2 | 1 | 0.06% | 0.48% | 0.95% | Q4 2018 | Q1 2022 | 4 |
WALL STREET ASSOCIATES | 3 | 1 | 0.14% | 0.18% | 0.25% | Q2 2013 | Q4 2016 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.23% | 0.93% | 1.97% | Q2 2014 | Q2 2018 | 4 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 4 |
Tesco Pension Investment Ltd | 4 | 4 | 1.71% | 2.30% | 2.64% | Q2 2021 | Q1 2022 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.22% | 0.27% | 0.32% | Q2 2013 | Q1 2014 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2017 | 4 |
Pinnacle Bancorp, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
REGATTA CAPITAL GROUP, LLC | 3 | 1 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 4 |
COLUMBUS CIRCLE INVESTORS | 4 | 4 | 0.16% | 0.46% | 0.97% | Q2 2019 | Q1 2020 | 4 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 4 | 4 | 1.49% | 1.75% | 2.01% | Q4 2022 | Q3 2023 | 4 |
BLOOM TREE PARTNERS, LLC | 3 | 1 | 2.15% | 3.07% | 4.98% | Q1 2019 | Q3 2022 | 4 |
EverPoint Asset Management, LLC | 3 | 1 | 0.08% | 0.16% | 0.27% | Q1 2015 | Q3 2016 | 4 |
Athanor Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 4 |
Hamilton Point Investment Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Alyeska Investment Group, L.P. | 4 | 4 | 0.11% | 0.29% | 0.64% | Q2 2016 | Q1 2017 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.76% | 0.98% | 1.19% | Q1 2022 | Q4 2022 | 4 |
Sargent Investment Group, LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2021 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 1 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 4 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
OPSEU Pension Plan Trust Fund | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Rheos Capital Works Inc. | 4 | 4 | 0.65% | 0.86% | 1.10% | Q3 2020 | Q2 2021 | 4 |
FDO Partners, LLC | 3 | 1 | 0.29% | 0.56% | 1.32% | Q3 2016 | Q4 2017 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.20% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.51% | 0.82% | Q4 2013 | Q3 2022 | 4 |
Paradigm Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.24% | 0.47% | Q4 2014 | Q1 2018 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Sheffield Asset Management, L.L.C. | 4 | 4 | 4.07% | 7.28% | 9.84% | Q4 2017 | Q3 2018 | 4 |
Alta Advisers Ltd | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Connacht Asset Management LP | 2 | 1 | 0.37% | 1.07% | 2.41% | Q1 2021 | Q1 2023 | 4 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
DEEPWATER ASSET MANAGEMENT, LLC | 3 | 3 | 4.98% | 5.16% | 5.40% | Q4 2022 | Q2 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
AJO, LP | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2020 | 3 |
Independence Bank of Kentucky | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Sepio Capital, LP | 3 | 3 | 0.04% | 0.07% | 0.12% | Q2 2020 | Q4 2020 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
ARROW FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Ruffer LLP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Kemnay Advisory Services Inc. | 2 | 1 | 0.29% | 0.48% | 0.64% | Q3 2018 | Q4 2019 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.62% | 0.82% | 1.08% | Q4 2020 | Q2 2021 | 3 |
LOUNTZIS ASSET MANAGEMENT, LLC | 3 | 3 | 0.21% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Worth Venture Partners, LLC | 2 | 2 | 0.00% | 0.18% | 0.44% | Q2 2018 | Q3 2018 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2022 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
Caerus Global Investors LLC | 2 | 2 | 0.63% | 1.67% | 3.62% | Q1 2014 | Q2 2014 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.89% | 1.05% | 1.18% | Q1 2023 | Q3 2023 | 3 |
Meritage Group LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 1 | 0.50% | 0.52% | 0.55% | Q1 2022 | Q2 2023 | 3 |
Yost Capital Management, LP | 3 | 3 | 7.33% | 8.15% | 8.68% | Q1 2023 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.27% | 0.45% | 0.64% | Q4 2022 | Q3 2023 | 3 |
BADGLEY PHELPS & BELL INC | 3 | 3 | 0.02% | 0.15% | 0.39% | Q4 2019 | Q2 2020 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.24% | 1.00% | 1.55% | Q4 2013 | Q1 2017 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 1 | 0.08% | 0.23% | 0.51% | Q1 2020 | Q2 2022 | 3 |
Lenox Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2019 | 3 |
Aurora Investment Counsel | 3 | 3 | 0.37% | 0.89% | 1.18% | Q2 2013 | Q4 2013 | 3 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Financial Advantage, Inc. | 3 | 3 | 1.77% | 2.02% | 2.24% | Q1 2022 | Q3 2022 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Lion Point Capital, LP | 3 | 3 | 0.44% | 0.59% | 0.70% | Q2 2017 | Q4 2017 | 3 |
Scott & Selber, Inc. | 3 | 3 | 1.94% | 2.14% | 2.27% | Q2 2013 | Q4 2013 | 3 |
Canton Hathaway, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Aureus Asset Management, LLC | 3 | 3 | 1.24% | 1.45% | 1.66% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Nixon Capital, LLC | 3 | 3 | 3.86% | 4.13% | 4.46% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Intercontinental Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q2 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2017 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.30% | 0.37% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 1.93% | 2.29% | 2.59% | Q2 2013 | Q4 2013 | 3 |
SG Capital Management LLC | 1 | 1 | 0.58% | 1.58% | 2.98% | Q2 2017 | Q4 2021 | 3 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.01% | 0.34% | 0.60% | Q2 2019 | Q1 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q3 2017 | Q4 2019 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2018 | 3 |
COWEN INC. | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2016 | Q1 2019 | 3 |
NEXT CENTURY GROWTH INVESTORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Bellevue Group AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
IFG Advisory, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.08% | 0.23% | Q1 2017 | Q4 2018 | 3 |
Tradeworx Inc. | 2 | 1 | 0.15% | 0.46% | 0.94% | Q2 2013 | Q1 2014 | 3 |
Southpoint Capital Advisors LP | 1 | 1 | 0.43% | 0.89% | 1.35% | Q2 2013 | Q1 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
FIDUCIARY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SEI TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.45% | 0.49% | 0.54% | Q1 2023 | Q3 2023 | 3 |
BEACONLIGHT CAPITAL, LLC | 3 | 3 | 0.41% | 1.96% | 3.00% | Q1 2021 | Q3 2021 | 3 |
Intersect Capital LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Hotaling Investment Management, LLC | 3 | 3 | 0.44% | 0.60% | 0.71% | Q2 2020 | Q4 2020 | 3 |
Birch Hill Investment Advisors LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CARLSON CAPITAL L P | 1 | 1 | 0.04% | 0.10% | 0.22% | Q2 2019 | Q2 2021 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q4 2021 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vantis Investment Advisers L.P. | 2 | 1 | 5.73% | 6.54% | 8.08% | Q3 2018 | Q4 2020 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.09% | 0.19% | 0.38% | Q3 2022 | Q3 2023 | 3 |
Hexagon Capital Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.02% | 0.17% | 0.48% | Q1 2014 | Q4 2020 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.55% | 0.61% | 0.63% | Q2 2019 | Q4 2019 | 3 |
Sculptor Capital LP | 2 | 1 | 0.02% | 0.15% | 0.26% | Q2 2014 | Q1 2016 | 3 |
Riverview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 1.15% | 1.32% | 1.54% | Q4 2015 | Q2 2016 | 3 |
Portman Square Capital LLP | 1 | 1 | 0.02% | 0.06% | 0.13% | Q3 2023 | Q3 2023 | 3 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.15% | 0.18% | 0.21% | Q2 2016 | Q3 2019 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.40% | 1.20% | Q3 2018 | Q1 2019 | 3 |
PGIM Custom Harvest LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2021 | Q3 2021 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Natixis Investment Managers International | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2018 | 3 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.39% | 0.86% | 1.53% | Q4 2019 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Artisan Partners Limited Partnership | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q1 2018 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.41% | 0.46% | 0.55% | Q2 2021 | Q4 2021 | 3 |
Balter Liquid Alternatives, LLC | 2 | 1 | 0.09% | 0.45% | 1.16% | Q2 2017 | Q1 2018 | 3 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 3 | 3 | 0.18% | 0.28% | 0.35% | Q2 2013 | Q4 2013 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ICC CAPITAL MANAGEMENT INC/ | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.42% | 1.26% | 1.98% | Q4 2015 | Q2 2016 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
PROSPECTOR PARTNERS LLC | 3 | 3 | 0.23% | 0.68% | 0.98% | Q2 2016 | Q4 2016 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2017 | Q1 2018 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2022 | 3 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.45% | 0.62% | 0.72% | Q4 2020 | Q2 2021 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q2 2013 | Q4 2013 | 3 |
Rail-Splitter Capital Management, LLC | 3 | 3 | 1.94% | 2.29% | 2.79% | Q2 2013 | Q4 2013 | 3 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Accurate Wealth Management, LLC | 3 | 3 | 0.68% | 0.71% | 0.73% | Q2 2021 | Q4 2021 | 3 |
CINQUE PARTNERS LLC | 3 | 3 | 1.04% | 1.09% | 1.13% | Q1 2015 | Q3 2015 | 3 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.19% | 0.25% | Q2 2014 | Q4 2014 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Corton Capital Inc. | 1 | 1 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 2 |
Waldron Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q3 2014 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.29% | 0.32% | 0.34% | Q2 2023 | Q3 2023 | 2 |
CONTINENTAL ADVISORS LLC | 1 | 1 | 0.12% | 0.19% | 0.26% | Q1 2017 | Q1 2017 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2015 | Q1 2016 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FCF Advisors LLC | 2 | 2 | 0.85% | 0.86% | 0.88% | Q3 2020 | Q4 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Gerstein Fisher | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.18% | 0.51% | 0.84% | Q4 2019 | Q4 2020 | 2 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.16% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.42% | 0.77% | 1.11% | Q3 2014 | Q1 2018 | 2 |
ADI CAPITAL MANAGEMENT LLC | 2 | 2 | 2.62% | 3.43% | 4.23% | Q4 2015 | Q1 2016 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2014 | 2 |
Good Life Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q4 2019 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Thrax Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2016 | 2 |
BANK OF HAWAII | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.09% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2020 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.21% | 0.28% | Q4 2022 | Q2 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Nokota Management, LP | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2020 | Q3 2020 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.61% | 0.67% | 0.74% | Q4 2014 | Q1 2016 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Trust Asset Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.11% | 0.26% | 0.40% | Q1 2022 | Q2 2023 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.24% | 0.85% | 1.46% | Q1 2021 | Q4 2022 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 2 | 2 | 0.60% | 1.04% | 1.48% | Q2 2013 | Q3 2013 | 2 |
Yellowstone Partners, LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q3 2017 | Q4 2017 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Birch Run Capital Advisors, LP | 2 | 2 | 2.15% | 2.55% | 2.94% | Q2 2021 | Q3 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.12% | 0.24% | Q4 2017 | Q2 2018 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
PointState Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q3 2016 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.16% | 0.28% | Q3 2019 | Q4 2019 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.16% | 0.38% | 0.61% | Q1 2023 | Q2 2023 | 2 |
USCA RIA LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Peoples Bank/KS | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2023 | Q4 2023 | 2 |
CANTOR FITZGERALD, L. P. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2015 | Q3 2018 | 2 |
HST Ventures, LLC | 1 | 1 | 0.72% | 0.86% | 1.01% | Q1 2023 | Q3 2023 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.31% | 0.35% | 0.39% | Q3 2021 | Q1 2022 | 2 |
Siemens Fonds Invest GmbH | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Gagnon Advisors, LLC | 2 | 2 | 2.90% | 2.94% | 2.98% | Q4 2013 | Q1 2014 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2021 | 2 |
ARGONAUT CAPITAL MANAGEMENT CORP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2015 | Q1 2015 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.15% | 0.22% | 0.28% | Q1 2022 | Q2 2022 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.02% | 0.05% | 0.09% | Q3 2014 | Q4 2014 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Airain ltd | 1 | 1 | 0.03% | 0.09% | 0.14% | Q3 2013 | Q2 2015 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.60% | 0.81% | Q1 2016 | Q4 2022 | 2 |
Sabal Trust CO | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.11% | 0.32% | 0.53% | Q3 2013 | Q3 2015 | 2 |
Blue Rock Advisors, LLC | 1 | 1 | 0.62% | 1.07% | 1.51% | Q3 2020 | Q1 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
AIA Investment Management Private Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q4 2022 | 2 |
ShearLink Capital, LLC | 1 | 1 | 1.17% | 3.08% | 5.00% | Q4 2014 | Q1 2017 | 2 |
Investidor Profissional Gestao de Recursos Ltda. | 2 | 2 | 1.20% | 1.24% | 1.27% | Q2 2022 | Q3 2022 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Bronson Point Management LLC | 1 | 1 | 0.26% | 0.83% | 1.41% | Q2 2017 | Q3 2018 | 2 |
Capstone Investment Advisors (Netherlands), B.V. | 2 | 2 | 0.40% | 0.48% | 0.56% | Q4 2016 | Q1 2017 | 2 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
NIGHTVIEW CAPITAL, LLC | 2 | 2 | 0.46% | 0.51% | 0.56% | Q1 2020 | Q2 2020 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2015 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.44% | 0.58% | 0.71% | Q3 2013 | Q4 2013 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 2 |
VAN ECK ASSOCIATES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.38% | 0.56% | 0.74% | Q2 2017 | Q3 2017 | 2 |
Ratan Capital Management LP | 1 | 1 | 3.10% | 3.34% | 3.58% | Q4 2015 | Q4 2015 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.35% | 0.56% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 2 |
ALLEN OPERATIONS LLC | 2 | 2 | 1.31% | 1.48% | 1.65% | Q2 2019 | Q3 2019 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q1 2020 | Q3 2023 | 2 |
Perennial Investment Partners LTD | 2 | 2 | 0.63% | 0.64% | 0.66% | Q2 2013 | Q3 2013 | 2 |
Origin Asset Management LLP | 2 | 2 | 0.38% | 0.40% | 0.43% | Q3 2015 | Q4 2015 | 2 |
III Capital Management | 2 | 2 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q2 2021 | 2 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.22% | 0.46% | 0.69% | Q3 2015 | Q4 2015 | 2 |
Boussard & Gavaudan Asset Management LP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q1 2014 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.08% | 0.32% | 0.55% | Q4 2022 | Q3 2023 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.46% | 0.55% | 0.65% | Q3 2017 | Q4 2017 | 2 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.28% | 0.30% | 0.31% | Q4 2014 | Q4 2017 | 2 |
SCHRODERS IS Ltd | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 1.41% | 1.62% | 1.84% | Q4 2014 | Q2 2015 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.10% | 0.44% | 0.78% | Q3 2019 | Q4 2019 | 2 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.12% | 0.24% | Q2 2017 | Q4 2017 | 2 |
Foxhaven Asset Management, LP | 2 | 2 | 2.66% | 2.72% | 2.78% | Q2 2019 | Q3 2019 | 2 |
Third Point | 2 | 2 | 0.93% | 0.96% | 0.98% | Q4 2020 | Q1 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.11% | 0.18% | 0.24% | Q2 2019 | Q3 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Vantage Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.03% | 0.09% | 0.16% | Q1 2017 | Q2 2017 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.17% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 2 |
Resource Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
COMPASS FINANCIAL ADVISORS LLC | 2 | 2 | 0.65% | 0.74% | 0.83% | Q4 2021 | Q1 2022 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.50% | 0.72% | 0.95% | Q2 2018 | Q3 2018 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.21% | 0.25% | 0.30% | Q1 2019 | Q2 2019 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Avion Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.09% | 0.13% | Q4 2013 | Q2 2015 | 2 |
PREMIER ASSET MANAGEMENT LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.30% | 0.63% | 0.97% | Q2 2013 | Q3 2013 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.13% | 0.14% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MIK CAPITAL LLC | 1 | 1 | 6.42% | 8.95% | 11.47% | Q3 2016 | Q3 2017 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 1.14% | 1.18% | 1.20% | Q3 2020 | Q4 2020 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
&PARTNERS | 1 | 1 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q2 2023 | 2 |
Charter Bridge Capital Management, L.P. | 2 | 2 | 2.31% | 2.54% | 2.77% | Q4 2013 | Q1 2014 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.33% | 0.33% | 0.33% | Q1 2015 | Q2 2015 | 2 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.11% | 1.04% | 1.98% | Q3 2018 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.28% | 0.40% | Q3 2019 | Q1 2020 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.20% | 1.27% | 2.35% | Q1 2015 | Q2 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q1 2021 | Q2 2021 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Locust Wood Capital Advisers | 2 | 2 | 0.57% | 0.81% | 1.05% | Q4 2019 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MANA Advisors LLC | 1 | 1 | 0.40% | 0.42% | 0.45% | Q4 2017 | Q2 2019 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2022 | Q4 2022 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2020 | Q3 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2015 | Q2 2015 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2020 | Q3 2020 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
North Forty Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
King Wealth Management Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Whitnell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
Allegheny Financial Group LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Manikay Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2015 | Q3 2015 | 1 |
Phoenix Investment Adviser LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 2.97% | 2.97% | 2.97% | Q2 2020 | Q2 2020 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Polianta Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2013 | Q2 2013 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2019 | Q2 2019 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Hall Kathryn A. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
DARUMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2014 | Q1 2014 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
FolioMetrix LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.52% | 2.52% | 2.52% | Q3 2013 | Q3 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Par Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MIG Capital, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2023 | Q1 2023 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2015 | Q4 2015 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
BFSG, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Metavasi Capital LP | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2022 | Q4 2022 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2020 | Q4 2020 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2015 | Q2 2015 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
EastBay Asset Management, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2016 | Q4 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nair Vinay | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Bach Option Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MIK Capital, LP | 1 | 1 | 6.98% | 6.98% | 6.98% | Q2 2020 | Q2 2020 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
JOHN G ULLMAN & ASSOCIATES INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
MAI Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2016 | Q4 2016 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2017 | Q3 2017 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Hartree Partners, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2016 | Q2 2016 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2017 | Q3 2017 | 1 |
KARSCH CAPITAL MANAGEMENT LP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2013 | Q2 2013 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
BBT Capital Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2018 | Q4 2018 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 5.54% | 5.54% | 5.54% | Q3 2016 | Q3 2016 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q2 2017 | Q2 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
General Partner, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2018 | Q2 2018 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2016 | Q4 2016 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2019 | Q1 2019 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Exane Asset Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2020 | Q2 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2022 | Q2 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Signition LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2018 | Q2 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Conifer Management | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2020 | Q1 2020 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Ararat Capital Management LP | 1 | 1 | 3.50% | 3.50% | 3.50% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BILLINGS CAPITAL MANAGEMENT, LLC | 1 | 1 | 6.02% | 6.02% | 6.02% | Q2 2020 | Q2 2020 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Renasant Bank | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
LINCOLN CAPITAL CORP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2022 | Q4 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lucha Capital Management, LP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2019 | Q1 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2013 | Q4 2013 | 1 |
RIPOSTE CAPITAL LLC | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2019 | Q4 2019 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
EQUITY INVESTMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OSKIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q4 2016 | Q4 2016 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2014 | Q2 2014 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MONETTA FINANCIAL SERVICES INC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 1.12% | 1.12% | 1.12% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Night Square Capital Partners, LP | 1 | 1 | 6.98% | 6.98% | 6.98% | Q4 2016 | Q4 2016 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
Duquesne Family Office | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Hudson Canyon Capital Management | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 4.43% | 4.43% | 4.43% | Q1 2023 | Q1 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2020 | Q3 2020 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2010 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Li Winifred I | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
United Community Bank | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2016 | Q4 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
External links
This page lists all the filers that currently own CARMAX INC or have owned CARMAX INC in the past.