Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 43 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 42 |
Cutler Group LLC / CA | 15 | 15 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 38 |
Walleye Trading LLC | 15 | 15 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 37 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 34 |
PEAK6 Investments LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 9 | 5 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 30 |
CITIGROUP INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2023 | 22 |
Anchor Investment Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 19 |
Cubist Systematic Strategies, LLC | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
UBS Group AG | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 18 |
Twin Tree Management, LP | 8 | 4 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q2 2023 | 18 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 17 |
DnB Asset Management AS | 17 | 17 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q4 2023 | 17 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 17 |
CREDIT SUISSE AG/ | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 17 |
BALDWIN BROTHERS LLC/MA | 16 | 16 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2023 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
AUGUSTINE ASSET MANAGEMENT INC | 16 | 16 | 0.82% | 1.25% | 1.81% | Q4 2019 | Q3 2023 | 16 |
SOL Capital Management CO | 16 | 16 | 0.65% | 0.98% | 1.28% | Q4 2019 | Q3 2023 | 16 |
GARRISON BRADFORD & ASSOCIATES INC | 16 | 16 | 0.60% | 0.78% | 1.00% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Wellington Shields Capital Management, LLC | 16 | 16 | 0.25% | 0.43% | 0.71% | Q4 2019 | Q3 2023 | 16 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 16 | 16 | 0.85% | 1.59% | 2.18% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.03% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Cambridge Investment Research Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
E&G Advisors, LP | 15 | 15 | 0.08% | 0.12% | 0.20% | Q1 2020 | Q3 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Invesco Ltd. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STEPHENS INC /AR/ | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Alkeon Capital Management | 15 | 15 | 0.25% | 0.70% | 1.51% | Q1 2020 | Q3 2023 | 15 |
FRED ALGER MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EQUITABLE TRUST CO | 15 | 15 | 0.12% | 0.36% | 0.51% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CARRET ASSET MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Coastal Bridge Advisors, LLC | 15 | 15 | 0.48% | 0.66% | 0.82% | Q1 2020 | Q3 2023 | 15 |
Partners Group Holding AG | 15 | 15 | 0.93% | 1.37% | 1.98% | Q1 2020 | Q3 2023 | 15 |
Sigma Planning Corp | 15 | 15 | 0.05% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.04% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Sargent Investment Group, LLC | 15 | 15 | 2.26% | 3.25% | 4.40% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
TSFG, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LGT CAPITAL PARTNERS LTD. | 15 | 15 | 0.82% | 1.16% | 1.55% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Skandinaviska Enskilda Banken AB (publ) | 15 | 15 | 0.02% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Markel Corporation | 15 | 15 | 0.48% | 0.59% | 0.78% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 15 |
ROYCE & ASSOCIATES LP | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BANQUE PICTET & CIE SA | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital World Investors | 15 | 15 | 0.01% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 15 | 15 | 0.16% | 0.25% | 0.34% | Q1 2020 | Q3 2023 | 15 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
SIT INVESTMENT ASSOCIATES INC | 15 | 15 | 0.04% | 0.15% | 0.28% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.03% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 15 | 0.18% | 0.32% | 0.43% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Vulcan Value Partners, LLC | 15 | 15 | 4.27% | 4.74% | 5.62% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
DIVIDEND ASSETS CAPITAL, LLC | 15 | 15 | 0.10% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Slow Capital, Inc. | 15 | 15 | 0.06% | 0.28% | 0.50% | Q1 2020 | Q3 2023 | 15 |
Legal & General Group Plc | 15 | 15 | 0.01% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Sandy Spring Bank | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Focused Wealth Management, Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
McGowan Group Asset Management, Inc. | 15 | 15 | 0.06% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Robeco Institutional Asset Management B.V. | 9 | 5 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 14 | 14 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 14 | 14 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Texas Yale Capital Corp. | 14 | 14 | 0.11% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
DekaBank Deutsche Girozentrale | 14 | 14 | 0.00% | 0.01% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KBC Group NV | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 13 | 1 | 0.01% | 0.23% | 0.54% | Q1 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sterneck Capital Management, LLC | 13 | 1 | 0.16% | 0.27% | 0.44% | Q1 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 8 | 6 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.01% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Livforsakringsbolaget Skandia, Omsesidigt | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AEGON ASSET MANAGEMENT UK PLC | 13 | 13 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Korea Investment CORP | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
JANUS HENDERSON GROUP PLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Fiduciary Group LLC | 12 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
Compagnie Lombard Odier SCmA | 12 | 1 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Daiwa Securities Group Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FIRST TRUST ADVISORS LP | 11 | 2 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
ALPS ADVISORS INC | 11 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Visionary Wealth Advisors | 12 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Andra AP-fonden | 7 | 6 | 0.06% | 0.13% | 0.42% | Q2 2020 | Q3 2023 | 13 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q3 2023 | 13 |
NATIXIS | 7 | 1 | 0.01% | 0.14% | 0.65% | Q1 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TWO SIGMA SECURITIES, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Utah Retirement Systems | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.33% | 0.50% | 0.67% | Q3 2020 | Q3 2023 | 13 |
Kovack Advisors, Inc. | 12 | 1 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 5 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 5 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 8 | 4 | 0.01% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MOODY NATIONAL BANK TRUST DIVISION | 12 | 12 | 0.06% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
BLAIR WILLIAM & CO/IL | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
abrdn plc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.07% | 0.36% | Q3 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 12 |
Keebeck Wealth Management, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 12 |
STRS OHIO | 12 | 12 | 0.00% | 0.04% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Arete Wealth Advisors, LLC | 7 | 5 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Equitable Holdings, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
LINCOLN NATIONAL CORP | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 1 | 0.00% | 0.10% | 0.32% | Q3 2020 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.37% | 0.48% | 0.63% | Q1 2021 | Q3 2023 | 11 |
SEEYOND | 11 | 11 | 0.01% | 0.05% | 0.09% | Q2 2020 | Q4 2022 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Patriot Financial Group Insurance Agency, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2020 | Q3 2022 | 11 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2022 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WESTPAC BANKING CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Elo Mutual Pension Insurance Co | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Gotham Asset Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 11 |
1832 Asset Management L.P. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Gillson Capital LP | 6 | 4 | 0.17% | 0.92% | 2.38% | Q3 2020 | Q2 2023 | 10 |
Man Group plc | 9 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2022 | 10 |
Wellington Shields & Co., LLC | 8 | 1 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 10 |
Prana Capital Management, LP | 10 | 10 | 0.16% | 1.06% | 2.47% | Q4 2020 | Q1 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.57% | 0.93% | 1.39% | Q2 2021 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2022 | 10 |
Cresset Asset Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PRUDENTIAL FINANCIAL INC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Private Advisor Group, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2022 | 10 |
Knights of Columbus Asset Advisors LLC | 10 | 10 | 0.17% | 0.33% | 0.52% | Q1 2020 | Q2 2022 | 10 |
OSSIAM | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.03% | 0.11% | Q3 2020 | Q1 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.00% | 0.03% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Renaissance Technologies | 9 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.11% | 0.16% | 0.23% | Q2 2020 | Q3 2022 | 10 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 10 | 10 | 0.02% | 0.17% | 0.47% | Q2 2021 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Cordasco Financial Network | 10 | 10 | 0.05% | 0.07% | 0.08% | Q1 2020 | Q2 2022 | 10 |
Illinois Municipal Retirement Fund | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 10 |
BAMCO INC /NY/ | 10 | 10 | 0.18% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.02% | 0.11% | Q3 2021 | Q3 2023 | 9 |
BNP Paribas Asset Management Holding S.A. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
MILLER VALUE PARTNERS, LLC | 9 | 9 | 0.12% | 0.20% | 0.54% | Q1 2020 | Q1 2022 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.43% | 0.72% | 1.30% | Q2 2020 | Q2 2022 | 9 |
Guinness Asset Management LTD | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.00% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 9 |
Jeereddi Investments, LP | 9 | 9 | 0.85% | 1.05% | 1.27% | Q1 2020 | Q1 2022 | 9 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.05% | 0.22% | Q2 2020 | Q2 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Stelac Advisory Services LLC | 9 | 9 | 0.05% | 0.30% | 0.59% | Q1 2020 | Q1 2022 | 9 |
Prospera Financial Services Inc | 4 | 1 | 0.01% | 0.14% | 0.31% | Q1 2020 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 4 | 0.02% | 0.17% | 0.64% | Q3 2020 | Q4 2022 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.03% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.07% | 0.49% | Q1 2020 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.08% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Achmea Investment Management B.V. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ProShare Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Mirador Capital Partners LP | 9 | 9 | 0.07% | 0.09% | 0.14% | Q2 2021 | Q2 2023 | 9 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Epoch Investment Partners, Inc. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Poehling Capital Management, INC. | 9 | 9 | 0.66% | 1.02% | 1.26% | Q1 2020 | Q1 2022 | 9 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
FORSTA AP-FONDEN | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 9 |
Fort Point Capital Partners LLC | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.30% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.42% | 0.55% | 0.84% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FEDERATED HERMES, INC. | 8 | 8 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Sunbelt Securities, Inc. | 5 | 3 | 0.00% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 8 |
HENNESSY ADVISORS INC | 4 | 4 | 0.11% | 0.14% | 0.17% | Q1 2020 | Q4 2022 | 8 |
DENALI ADVISORS LLC | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 0.70% | 0.85% | 1.09% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q1 2023 | 8 |
Harvest Fund Management Co., Ltd | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Glassman Wealth Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 5 | 1 | 0.02% | 0.07% | 0.27% | Q4 2019 | Q3 2022 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AVIVA PLC | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Waterfront Wealth Inc. | 8 | 8 | 0.25% | 0.36% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Williams Jones Wealth Management, LLC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
SAMLYN CAPITAL, LLC | 6 | 1 | 0.52% | 1.62% | 3.07% | Q4 2020 | Q1 2023 | 8 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MALTESE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.08% | 0.65% | 0.96% | Q4 2020 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Tranquility Partners, LLC | 7 | 1 | 0.22% | 0.49% | 1.86% | Q1 2020 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Zhang Financial LLC | 8 | 8 | 0.05% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
WEIK CAPITAL MANAGEMENT | 8 | 8 | 0.20% | 0.26% | 0.31% | Q2 2021 | Q1 2023 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.14% | 0.41% | 0.82% | Q2 2020 | Q2 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.03% | 0.17% | 0.33% | Q1 2021 | Q3 2023 | 7 |
FORA Capital, LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q1 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q2 2023 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Diversified Trust Co | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2020 | Q4 2023 | 7 |
Strategic Global Advisors, LLC | 7 | 7 | 0.23% | 0.66% | 1.07% | Q3 2021 | Q1 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 7 |
Bramshill Investments, LLC | 6 | 1 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q4 2021 | 7 |
Unigestion Holding SA | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q1 2022 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.07% | 0.22% | Q3 2020 | Q4 2022 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q2 2022 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GFG Capital, LLC | 7 | 7 | 0.16% | 0.34% | 0.45% | Q1 2022 | Q3 2023 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.01% | 0.09% | 0.27% | Q3 2021 | Q3 2023 | 7 |
Segment Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Holocene Advisors, LP | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.03% | 0.16% | Q4 2021 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Donoghue Forlines LLC | 6 | 1 | 0.11% | 0.30% | 0.55% | Q2 2021 | Q1 2023 | 7 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 3 | 0.12% | 0.49% | 0.98% | Q2 2021 | Q1 2023 | 7 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AustralianSuper Pty Ltd | 7 | 7 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Callodine Capital Management, LP | 4 | 3 | 0.15% | 2.02% | 4.23% | Q4 2020 | Q2 2023 | 7 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 7 | 7 | 5.01% | 9.27% | 12.95% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Ellevest, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kendall Capital Management | 6 | 6 | 0.16% | 0.36% | 0.48% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT AGRICOLE S A | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
TD Waterhouse Canada Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Glenview Trust Co | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
American National Registered Investment Advisor, Inc. | 6 | 6 | 0.32% | 0.40% | 0.46% | Q4 2020 | Q1 2022 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 6 |
Stanley-Laman Group, Ltd. | 6 | 6 | 0.40% | 0.52% | 0.60% | Q2 2022 | Q3 2023 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.36% | 0.59% | 0.73% | Q2 2020 | Q1 2022 | 6 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.11% | 0.25% | Q3 2021 | Q1 2023 | 6 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.10% | 0.34% | Q4 2019 | Q3 2021 | 6 |
PUTNAM INVESTMENTS LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 6 |
American Research & Management Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
MISSION WEALTH MANAGEMENT, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
SeaBridge Investment Advisors LLC | 6 | 6 | 0.54% | 0.69% | 0.85% | Q1 2021 | Q2 2022 | 6 |
STONNINGTON GROUP, LLC | 5 | 1 | 0.08% | 0.21% | 0.32% | Q1 2021 | Q1 2023 | 6 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.04% | 0.15% | Q1 2021 | Q3 2022 | 6 |
Polaris Capital Management, LLC | 6 | 6 | 0.82% | 1.05% | 1.19% | Q2 2022 | Q3 2023 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.02% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.02% | 0.12% | 0.29% | Q1 2021 | Q3 2022 | 6 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q1 2023 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.14% | 0.17% | 0.21% | Q4 2021 | Q1 2023 | 6 |
AMERICAN NATIONAL INSURANCE CO | 6 | 6 | 0.20% | 0.28% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NORTHEAST INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Algebris (UK) Ltd | 6 | 6 | 0.94% | 5.57% | 9.85% | Q1 2022 | Q2 2023 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.11% | 0.24% | Q2 2020 | Q3 2022 | 6 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.12% | 0.22% | Q4 2020 | Q1 2023 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 0.39% | 0.53% | 0.75% | Q1 2020 | Q2 2021 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.31% | 0.35% | 0.39% | Q2 2022 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
GHP Investment Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.03% | 0.17% | 0.38% | Q4 2020 | Q1 2022 | 5 |
Wagner Wealth Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.21% | Q1 2021 | Q1 2022 | 5 |
Cinctive Capital Management LP | 3 | 1 | 0.09% | 0.22% | 0.33% | Q4 2021 | Q2 2023 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 5 |
Teza Capital Management LLC | 4 | 1 | 0.14% | 0.26% | 0.43% | Q1 2022 | Q2 2023 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q1 2022 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
ARGENT CAPITAL MANAGEMENT LLC | 5 | 5 | 1.68% | 2.08% | 2.47% | Q3 2022 | Q3 2023 | 5 |
Parcion Private Wealth LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Rathbones Group PLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.17% | 0.79% | Q1 2020 | Q3 2023 | 5 |
Davis Asset Management, L.P. | 5 | 5 | 2.27% | 2.65% | 2.99% | Q3 2022 | Q3 2023 | 5 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
Tredje AP-fonden | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Full18 Capital LLC | 3 | 2 | 1.88% | 3.84% | 7.93% | Q4 2020 | Q1 2022 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
Westbourne Investment Advisors, Inc. | 5 | 5 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.04% | 0.22% | 0.68% | Q3 2021 | Q2 2023 | 5 |
Empowered Funds, LLC | 3 | 1 | 0.02% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 5 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.10% | Q4 2021 | Q2 2022 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q2 2022 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.12% | 0.21% | 0.33% | Q3 2021 | Q3 2022 | 5 |
Beutel, Goodman & Co Ltd. | 5 | 5 | 0.72% | 0.76% | 0.78% | Q3 2022 | Q3 2023 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.07% | 0.13% | 0.30% | Q2 2020 | Q2 2021 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
BigSur Wealth Management LLC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.21% | 0.26% | 0.30% | Q3 2022 | Q3 2023 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Power Corp of Canada | 5 | 5 | 0.05% | 0.31% | 0.66% | Q3 2022 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.11% | 0.15% | Q3 2020 | Q3 2022 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 5 |
Philadelphia Financial Management of San Francisco, LLC | 4 | 1 | 1.80% | 3.00% | 3.80% | Q1 2020 | Q4 2021 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Ameritas Advisory Services, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.02% | 0.21% | 0.40% | Q3 2020 | Q4 2022 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q1 2022 | 5 |
Qtron Investments LLC | 4 | 4 | 0.06% | 0.16% | 0.22% | Q3 2021 | Q2 2022 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.32% | 0.56% | 0.89% | Q4 2022 | Q3 2023 | 4 |
SHELL ASSET MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Alberta Investment Management Corp | 2 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 4 |
GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
MATRIX PRIVATE CAPITAL GROUP LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q1 2022 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Triangle Securities Wealth Management | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SJS Investment Consulting Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Maven Securities LTD | 4 | 4 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q2 2022 | 4 |
FJ Capital Management LLC | 4 | 4 | 0.02% | 0.12% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Gator Capital Management, LLC | 4 | 4 | 3.54% | 3.87% | 4.20% | Q4 2022 | Q3 2023 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.07% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 4 |
HAP Trading, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q4 2022 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 4 | 4 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q4 2021 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Capital Research Global Investors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
MEEDER ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Evolution Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
USS Investment Management Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Artisan Partners Limited Partnership | 4 | 4 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.21% | 0.26% | 0.34% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PARK CIRCLE Co | 4 | 4 | 0.97% | 1.01% | 1.04% | Q4 2022 | Q3 2023 | 4 |
Capula Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tidal Investments LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 1 | 0.04% | 0.14% | 0.41% | Q2 2020 | Q4 2022 | 4 |
PITTENGER & ANDERSON INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Kercheville Advisors, LLC | 4 | 4 | 0.60% | 0.72% | 0.85% | Q4 2021 | Q3 2022 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2022 | 4 |
HOERTKORN RICHARD CHARLES | 4 | 4 | 0.38% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Ariel Investments | 4 | 4 | 0.89% | 1.37% | 2.03% | Q4 2022 | Q3 2023 | 4 |
Capitolis Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q2 2022 | 4 |
XPONANCE, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.12% | 0.45% | 1.04% | Q4 2021 | Q1 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.15% | 0.39% | Q4 2020 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. AG | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Channing Capital Management, LLC | 4 | 4 | 0.23% | 0.30% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Castellan Group | 4 | 4 | 1.12% | 2.14% | 3.20% | Q3 2021 | Q2 2022 | 4 |
Phase 2 Partners, LLC | 3 | 1 | 3.73% | 4.97% | 6.50% | Q4 2021 | Q4 2022 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.71% | 0.76% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Chapman Investment Management, LLC | 4 | 4 | 0.44% | 0.49% | 0.53% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.13% | 0.29% | 0.59% | Q1 2021 | Q3 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.05% | 0.14% | Q3 2021 | Q1 2023 | 4 |
Oliver Luxxe Assets LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q4 2021 | 4 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 4 |
DIMENSIONAL FUND ADVISORS LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 3 | 3 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q2 2022 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.22% | 0.24% | 0.26% | Q3 2021 | Q1 2022 | 3 |
Berman Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.91% | 1.47% | 2.44% | Q3 2021 | Q3 2023 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.12% | 0.16% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Echo Street Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Artemis Investment Management LLP | 3 | 3 | 0.18% | 54.20% | 82.20% | Q1 2020 | Q3 2020 | 3 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Snowhook Capital Management LP | 3 | 3 | 6.26% | 8.18% | 9.15% | Q4 2021 | Q2 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ALLSTATE CORP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 3 |
Lindbrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.32% | 0.43% | 0.63% | Q3 2021 | Q1 2022 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 0.07% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.24% | 0.34% | 0.53% | Q1 2021 | Q3 2021 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
APG Asset Management N.V. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Redpoint Investment Management Pty Ltd | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.10% | 0.28% | 0.40% | Q2 2021 | Q4 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.26% | 0.31% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.12% | 0.20% | 0.30% | Q3 2022 | Q1 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 3 |
ING GROEP NV | 2 | 1 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
SG3 Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.31% | 0.33% | 0.35% | Q1 2022 | Q4 2022 | 3 |
XTX Topco Ltd | 2 | 1 | 0.15% | 0.17% | 0.20% | Q1 2021 | Q1 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stockman Wealth Management, Inc. | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2020 | Q3 2020 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q1 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Brandywine Global Investment Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 3 |
WAFRA INC. | 3 | 3 | 0.25% | 0.49% | 0.95% | Q1 2023 | Q3 2023 | 3 |
Emerald Advisors, LLC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q3 2020 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Wills Financial Group, Inc. | 3 | 3 | 0.54% | 0.65% | 0.73% | Q1 2020 | Q3 2020 | 3 |
Parkside Investments, LLC | 3 | 3 | 0.01% | 0.14% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Cipher Capital LP | 1 | 1 | 0.11% | 0.31% | 0.61% | Q2 2020 | Q2 2021 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 3 |
PineBridge Investments, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
ClearBridge Investments | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
M&R CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.49% | 0.57% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Coronation Fund Managers Ltd. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2020 | Q3 2020 | 3 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.04% | 0.30% | 0.44% | Q1 2020 | Q1 2023 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
Cornerstone Planning Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q3 2022 | Q4 2022 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dakota Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
NWAM LLC | 2 | 2 | 0.08% | 0.22% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.14% | 0.19% | 0.25% | Q2 2023 | Q3 2023 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 2 |
Insight Advisors, LLC/ PA | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Teramo Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
AM Squared Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.14% | 0.27% | 0.40% | Q1 2023 | Q2 2023 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Gibraltar Capital Management, Inc. | 2 | 2 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Ancora Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.28% | 0.33% | 0.39% | Q2 2022 | Q3 2022 | 2 |
WINTON GROUP Ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 2 |
PRIVATE MANAGEMENT GROUP INC | 2 | 2 | 0.76% | 0.82% | 0.88% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.14% | 0.19% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.12% | 0.25% | 0.37% | Q2 2021 | Q1 2023 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Hemington Wealth Management | 2 | 2 | 0.80% | 1.09% | 1.37% | Q2 2023 | Q3 2023 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TRIAD FINANCIAL ADVISORS, INC. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2021 | Q1 2022 | 2 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VIAWEALTH, LLC | 2 | 2 | 0.29% | 0.35% | 0.41% | Q4 2022 | Q1 2023 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.09% | 0.15% | Q2 2022 | Q4 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.33% | 0.37% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 2 | 2 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q2 2022 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Lingotto Investment Management LLP | 2 | 2 | 0.46% | 0.49% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2020 | Q2 2020 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.08% | 0.14% | Q4 2020 | Q3 2022 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q2 2022 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2022 | Q3 2022 | 2 |
Riverwater Partners LLC | 2 | 2 | 0.59% | 0.64% | 0.69% | Q3 2023 | Q4 2023 | 2 |
Platform Technology Partners | 2 | 2 | 0.17% | 0.20% | 0.22% | Q1 2020 | Q2 2020 | 2 |
HUNTINGTON NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.25% | 0.32% | 0.39% | Q4 2021 | Q1 2023 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q2 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q2 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Csenge Advisory Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.13% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.09% | 0.14% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.05% | 0.10% | 0.16% | Q2 2021 | Q1 2022 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.77% | 0.83% | 0.89% | Q1 2020 | Q2 2020 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
LGT Group Foundation | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Ghisallo Capital Management LLC | 1 | 1 | 1.80% | 1.90% | 2.00% | Q3 2021 | Q3 2023 | 2 |
DAVIS CAPITAL PARTNERS, LLC | 2 | 2 | 2.39% | 2.55% | 2.70% | Q1 2022 | Q2 2022 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 2.23% | 2.37% | 2.52% | Q4 2022 | Q1 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.67% | 1.43% | 2.19% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 2 |
Greenwich Investment Management, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Edgemoor Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMG National Trust Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2020 | Q1 2020 | 1 |
FOSTER & MOTLEY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2023 | Q3 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
BFSG, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAZ INVESTMENTS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Symphony Financial, Ltd. Co. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
South Street Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SMH CAPITAL ADVISORS INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Mn Services Vermogensbeheer B.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Handelsinvest Investeringsforvaltning | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Versor Investments LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Engine Capital Management, LP | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2021 | Q2 2021 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Surevest, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2020 | Q1 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Interval Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q3 2021 | Q3 2021 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own CARLYLE GROUP INC or have owned CARLYLE GROUP INC in the past.