Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 125 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 107 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 105 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.25% | Q2 2013 | Q3 2023 | 104 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.67% | Q1 2012 | Q3 2023 | 97 |
Citadel Advisors | 31 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 95 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 93 |
WOLVERINE TRADING, LLC | 20 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 84 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.08% | Q4 2015 | Q3 2023 | 80 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.34% | Q1 2012 | Q3 2023 | 75 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 74 |
JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 68 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 60 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.13% | 1.61% | Q2 2013 | Q3 2023 | 59 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.00% | 0.04% | 0.30% | Q4 2008 | Q3 2023 | 57 |
HAP Trading, LLC | 24 | 3 | 0.00% | 0.08% | 0.64% | Q2 2013 | Q3 2023 | 57 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 53 |
Parallax Volatility Advisers, L.P. | 25 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2022 | 52 |
DEUTSCHE BANK AG\ | 28 | 12 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 31 | 9 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 51 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 9 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q4 2019 | 48 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q2 2018 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q1 2017 | 45 |
BRANDES INVESTMENT PARTNERS, LP | 44 | 44 | 2.10% | 4.47% | 8.41% | Q4 2012 | Q3 2023 | 44 |
OAKTREE CAPITAL MANAGEMENT LP | 22 | 21 | 0.01% | 0.88% | 2.69% | Q4 2012 | Q3 2023 | 43 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 43 |
DODGE & COX | 42 | 42 | 0.00% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.05% | 0.42% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.18% | 5.59% | 14.98% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.09% | 0.31% | 0.62% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 41 | 1 | 0.00% | 0.01% | 0.08% | Q1 2013 | Q3 2023 | 42 |
AQR Capital Management | 41 | 1 | 0.00% | 0.03% | 0.13% | Q4 2012 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Camelot Portfolios, LLC | 41 | 41 | 0.00% | 0.62% | 1.31% | Q2 2013 | Q2 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 41 | 41 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 41 |
BlackRock Inc. | 33 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 40 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Freedom Investment Management, Inc. | 31 | 3 | 0.00% | 0.03% | 0.16% | Q1 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 41 |
Thomas J. Herzfeld Advisors, Inc. | 29 | 12 | 0.26% | 0.56% | 1.08% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 28 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 39 |
HighTower Advisors, LLC | 39 | 39 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 39 |
LAZARD ASSET MANAGEMENT LLC | 28 | 10 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.03% | 0.47% | Q2 2015 | Q3 2023 | 38 |
PANAGORA ASSET MANAGEMENT INC | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
FMR LLC | 31 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 37 |
AMERICAN CENTURY COMPANIES INC | 18 | 5 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q1 2022 | 36 |
Plante Moran Financial Advisors, LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2020 | 36 |
Invesco Ltd. | 36 | 36 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
IPG Investment Advisors LLC | 9 | 3 | 0.09% | 1.98% | 7.91% | Q4 2013 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 19 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 34 |
State of New Jersey Common Pension Fund D | 27 | 3 | 0.00% | 0.07% | 1.05% | Q1 2014 | Q3 2023 | 34 |
FIFTH THIRD BANCORP | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Grantham, Mayo, Van Otterloo & Co. LLC | 19 | 1 | 0.00% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 33 |
RAYMOND JAMES & ASSOCIATES | 27 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 33 |
MOTCO | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 24 | 3 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 33 |
INTEGRAL DERIVATIVES, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2018 | 33 |
GROUP ONE TRADING, L.P. | 22 | 11 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2023 | 33 |
AVIVA PLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Hosking Partners LLP | 33 | 33 | 0.56% | 1.08% | 1.77% | Q3 2015 | Q3 2023 | 33 |
APG Asset Management N.V. | 25 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 32 |
USS Investment Management Ltd | 21 | 10 | 0.12% | 0.53% | 0.85% | Q4 2012 | Q1 2022 | 31 |
Fisher Asset Management, LLC | 28 | 3 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2020 | 31 |
RIVER GLOBAL INVESTORS LLP | 31 | 31 | 0.50% | 0.89% | 1.49% | Q1 2016 | Q3 2023 | 31 |
SG Americas Securities, LLC | 21 | 1 | 0.00% | 0.09% | 0.52% | Q2 2013 | Q4 2022 | 30 |
PineBridge Investments, L.P. | 22 | 8 | 0.00% | 0.03% | 0.19% | Q1 2014 | Q2 2023 | 30 |
Boston Partners | 20 | 10 | 0.01% | 0.13% | 0.53% | Q2 2013 | Q1 2022 | 30 |
STIFEL FINANCIAL CORP | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 29 |
FCA CORP /TX | 9 | 2 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 29 |
Shoker Investment Counsel, Inc. | 28 | 28 | 0.04% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Advisors Asset Management, Inc. | 28 | 28 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Itau Unibanco Holding S.A. | 19 | 3 | 0.11% | 1.13% | 3.38% | Q2 2016 | Q3 2023 | 28 |
ENTERPRISE FINANCIAL SERVICES CORP | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 26 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
South Dakota Investment Council | 22 | 5 | 0.00% | 0.21% | 0.37% | Q3 2015 | Q3 2023 | 27 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.20% | 1.04% | Q4 2012 | Q4 2018 | 27 |
ClearBridge Investments | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
CENTRAL TRUST Co | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 26 |
NORGES BANK | 20 | 2 | 0.00% | 0.02% | 0.03% | Q2 2012 | Q3 2019 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2022 | 26 |
DELTEC ASSET MANAGEMENT LLC | 16 | 3 | 0.01% | 0.11% | 0.39% | Q1 2014 | Q2 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 26 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 25 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 26 |
Oakworth Capital, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
Silverleafe Capital Partners, LLC | 25 | 25 | 0.04% | 0.06% | 0.14% | Q4 2017 | Q4 2023 | 25 |
BLUESTEIN R H & CO LLC | 24 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2022 | 25 |
Ashmore Group plc | 23 | 2 | 0.13% | 6.18% | 21.76% | Q1 2013 | Q3 2021 | 25 |
Bank of New York Mellon Corp | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2011 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 25 |
LOOMIS SAYLES & CO L P | 23 | 2 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 25 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.03% | 0.17% | 0.35% | Q4 2013 | Q4 2019 | 25 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.31% | 1.34% | Q3 2013 | Q3 2023 | 24 |
Financial Architects, Inc | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 24 |
Allianz Asset Management GmbH | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 24 |
WHITTIER TRUST CO | 20 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 24 |
TORONTO DOMINION BANK | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2020 | 24 |
HOWE & RUSLING INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 24 |
Tortoise Investment Management, LLC | 19 | 4 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2018 | 23 |
EQUITEC SPECIALISTS, LLC | 9 | 3 | 0.00% | 0.08% | 0.56% | Q4 2014 | Q4 2017 | 23 |
Capital International Sarl | 20 | 3 | 0.04% | 2.49% | 5.45% | Q2 2013 | Q3 2023 | 23 |
Capital International, Inc./CA/ | 20 | 3 | 0.24% | 3.38% | 7.95% | Q2 2013 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.22% | 0.70% | Q1 2018 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 23 |
Gemmer Asset Management LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 22 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2020 | 22 |
WEATHERLY ASSET MANAGEMENT L. P. | 22 | 22 | 0.04% | 0.15% | 0.29% | Q2 2013 | Q3 2018 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
CREDIT AGRICOLE S A | 16 | 1 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q1 2021 | 22 |
Cornerstone Advisors, Inc. | 17 | 5 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2020 | 22 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 22 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 8 | 0.01% | 0.40% | 2.37% | Q2 2017 | Q4 2022 | 22 |
THOMPSON DAVIS & CO., INC. | 16 | 6 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
Edge Wealth Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 21 |
GLENMEDE TRUST CO NA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 21 |
Allworth Financial LP | 15 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.10% | 0.56% | Q3 2013 | Q3 2023 | 21 |
Daiwa Securities Group Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 21 |
Narwhal Capital Management | 13 | 8 | 0.03% | 0.28% | 0.46% | Q2 2013 | Q4 2019 | 21 |
GAM Holding AG | 11 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 21 |
Carroll Financial Associates, Inc. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.13% | 0.65% | Q1 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
INDUS CAPITAL PARTNERS, LLC | 6 | 2 | 0.31% | 1.00% | 1.97% | Q4 2013 | Q3 2022 | 21 |
PRUDENTIAL PLC | 13 | 7 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 20 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
WESTPAC BANKING CORP | 8 | 1 | 0.01% | 0.07% | 0.20% | Q1 2014 | Q2 2021 | 20 |
Hanson & Doremus Investment Management | 20 | 20 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q1 2018 | 20 |
Janney Montgomery Scott LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 20 |
Virtu Financial LLC | 10 | 1 | 0.00% | 0.15% | 1.28% | Q2 2013 | Q3 2021 | 20 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 9 | 3 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
CAPITAL GUARDIAN TRUST CO | 20 | 20 | 0.04% | 0.31% | 0.54% | Q2 2013 | Q1 2018 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Holistic Financial Partners | 8 | 1 | 0.05% | 0.13% | 0.28% | Q4 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
AXIOM INVESTORS LLC /DE | 18 | 1 | 0.56% | 1.92% | 4.16% | Q2 2013 | Q3 2023 | 19 |
Pomelo Capital LLC | 12 | 7 | 0.00% | 0.72% | 1.65% | Q2 2013 | Q3 2018 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 8 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2023 | 19 |
Veritable, L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2017 | 19 |
RWC ASSET ADVISORS (US) LLC | 13 | 6 | 0.01% | 9.99% | 20.09% | Q2 2015 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
NATIXIS | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2014 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.24% | Q3 2013 | Q2 2017 | 18 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 1 | 0.00% | 0.69% | 1.27% | Q3 2016 | Q1 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Ninety One UK Ltd | 9 | 9 | 0.00% | 0.16% | 0.60% | Q2 2014 | Q2 2019 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 18 |
Quadrature Capital Ltd | 7 | 1 | 0.00% | 0.10% | 0.43% | Q1 2016 | Q3 2023 | 18 |
NumerixS Investment Technologies Inc | 7 | 3 | 0.01% | 0.09% | 0.43% | Q4 2014 | Q4 2019 | 18 |
FORMULA GROWTH LTD | 14 | 4 | 0.82% | 2.20% | 3.35% | Q4 2015 | Q2 2020 | 18 |
CNB Bank | 17 | 17 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 17 |
Capital International Investors | 14 | 3 | 0.04% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.16% | 0.67% | 0.99% | Q4 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q1 2022 | 17 |
Calamos Advisors LLC | 6 | 2 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 17 |
LETKO, BROSSEAU & ASSOCIATES INC | 17 | 17 | 0.13% | 0.31% | 0.57% | Q3 2019 | Q3 2023 | 17 |
Focused Wealth Management, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Rathbones Group PLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
EXANE DERIVATIVES | 11 | 6 | 0.00% | 0.05% | 0.10% | Q4 2014 | Q1 2019 | 17 |
A.R.T. Advisors, LLC | 11 | 2 | 0.01% | 0.12% | 0.40% | Q3 2013 | Q1 2020 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 2 | 0.01% | 0.06% | 0.16% | Q1 2016 | Q3 2023 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 17 |
Cutter & CO Brokerage, Inc. | 17 | 17 | 0.02% | 0.24% | 0.51% | Q1 2017 | Q1 2021 | 17 |
Pinnacle Wealth Planning Services, Inc. | 14 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
SNOW CAPITAL MANAGEMENT LP | 16 | 16 | 0.01% | 0.28% | 0.52% | Q1 2015 | Q4 2018 | 16 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 16 |
RWC Asset Management LLP | 12 | 4 | 0.03% | 0.77% | 1.64% | Q4 2015 | Q3 2023 | 16 |
Private Advisor Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 16 |
Global Thematic Partners, LLC | 9 | 7 | 0.00% | 1.72% | 3.67% | Q1 2015 | Q1 2020 | 16 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.22% | 0.85% | 2.00% | Q2 2013 | Q1 2017 | 16 |
AdvisorNet Financial, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 16 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 1 | 0.00% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 5 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q2 2019 | 16 |
Sheaff Brock Investment Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2019 | 16 |
Gotham Asset Management, LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 16 |
Banco Santander, S.A. | 8 | 3 | 0.00% | 0.41% | 2.06% | Q4 2016 | Q1 2022 | 16 |
NAVELLIER & ASSOCIATES INC | 9 | 1 | 0.00% | 0.03% | 0.22% | Q4 2012 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2023 | 16 |
AXA S.A. | 13 | 3 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 16 |
Pinkerton Retirement Specialists, LLC | 11 | 4 | 0.01% | 0.11% | 1.50% | Q4 2014 | Q3 2018 | 15 |
Sculptor Capital LP | 11 | 11 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q4 2015 | 15 |
North Star Investment Management Corp. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 15 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
FRANKLIN RESOURCES INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BARINGS LLC | 7 | 1 | 0.01% | 0.09% | 0.15% | Q1 2017 | Q3 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
FRED ALGER MANAGEMENT, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMP Capital Investors Ltd | 12 | 3 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2019 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 15 |
Ballentine Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
Salient Capital Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 14 |
First Horizon Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 14 |
ING GROEP NV | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Pendal Group Ltd | 10 | 2 | 0.01% | 0.55% | 1.24% | Q2 2017 | Q4 2022 | 14 |
Prism Advisors, Inc. | 9 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 14 |
ClariVest Asset Management LLC | 7 | 3 | 0.00% | 0.07% | 0.26% | Q3 2016 | Q3 2023 | 14 |
ANDERSON HOAGLAND & CO | 14 | 14 | 0.15% | 0.25% | 0.35% | Q4 2013 | Q1 2017 | 14 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.09% | 0.37% | 0.91% | Q3 2013 | Q3 2023 | 14 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.16% | 0.35% | 0.57% | Q1 2016 | Q2 2019 | 14 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.05% | 0.21% | Q3 2013 | Q2 2023 | 14 |
Henry James International Management Inc. | 11 | 3 | 0.03% | 0.27% | 0.79% | Q3 2018 | Q3 2023 | 14 |
Sandy Spring Bank | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 14 |
Candriam S.C.A. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2021 | 13 |
Private Capital Group, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q2 2016 | 13 |
Prince Street Capital Management LLC | 4 | 1 | 1.18% | 4.96% | 12.26% | Q2 2013 | Q4 2021 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Asset Management One Co., Ltd. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2019 | 13 |
INCA Investments LLC | 12 | 1 | 0.40% | 0.95% | 2.63% | Q1 2014 | Q1 2022 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.14% | Q1 2018 | Q3 2023 | 13 |
ETRADE Capital Management LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 13 |
Apriem Advisors | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 13 |
NEWGATE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.38% | 1.28% | 2.62% | Q2 2013 | Q2 2016 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q1 2018 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
Marshall Wace North America L.P. | 5 | 2 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q3 2021 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2021 | 13 |
Jabre Capital Partners S.A. | 10 | 1 | 0.16% | 1.36% | 7.74% | Q2 2013 | Q2 2018 | 13 |
Weiss Multi-Strategy Advisers LLC | 6 | 2 | 0.03% | 0.11% | 0.26% | Q4 2013 | Q1 2023 | 13 |
ELLINGTON MANAGEMENT GROUP LLC | 7 | 1 | 0.02% | 0.06% | 0.25% | Q3 2013 | Q4 2018 | 13 |
BlackRock Institutional Trust Company, N.A. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2016 | 13 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2019 | 13 |
RHUMBLINE ADVISERS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 13 |
Ruffer LLP | 11 | 2 | 0.03% | 0.70% | 2.20% | Q3 2016 | Q1 2021 | 13 |
Electron Capital Partners, LLC | 6 | 1 | 0.51% | 2.70% | 5.90% | Q4 2013 | Q3 2021 | 12 |
OLD NATIONAL BANCORP /IN/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2019 | 12 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.11% | 0.28% | Q1 2014 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
Cerity Partners LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 12 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.05% | 0.57% | Q4 2014 | Q3 2023 | 12 |
D.A. DAVIDSON & CO. | 8 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2017 | 12 |
Capstone Financial Advisors, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 12 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.02% | 0.33% | 0.97% | Q1 2016 | Q4 2018 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 12 |
FIRST NATIONAL BANK OF OMAHA | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2018 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q1 2016 | 12 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 11 |
Legacy Wealth Asset Management, LLC | 7 | 4 | 0.02% | 0.10% | 0.24% | Q4 2020 | Q3 2023 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q3 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Itau USA Asset Management Inc. | 10 | 1 | 1.96% | 3.64% | 5.64% | Q2 2013 | Q1 2016 | 11 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 11 | 11 | 0.83% | 1.66% | 2.00% | Q2 2013 | Q4 2015 | 11 |
GMT CAPITAL CORP | 11 | 11 | 0.23% | 1.30% | 2.22% | Q3 2016 | Q1 2019 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TCW GROUP INC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 11 |
Barnett & Company, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
SUNTRUST BANKS INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 11 |
PUTNAM INVESTMENTS LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 11 |
Caprock Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 11 |
Newfoundland Capital Management | 3 | 1 | 0.01% | 0.28% | 1.08% | Q4 2017 | Q3 2022 | 11 |
PINNACLE ASSOCIATES LTD | 8 | 3 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 9 | 1 | 0.03% | 0.09% | 0.21% | Q3 2013 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 11 |
Findlay Park Partners LLP | 11 | 11 | 0.02% | 0.26% | 0.34% | Q2 2014 | Q4 2016 | 11 |
DnB Asset Management AS | 8 | 3 | 0.03% | 0.08% | 0.21% | Q2 2013 | Q1 2016 | 11 |
MERIDIAN INVESTMENT COUNSEL INC. | 11 | 11 | 0.03% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2019 | 11 |
DAVIS SELECTED ADVISERS | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 11 |
Berman Capital Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
QUATTRO FINANCIAL ADVISORS LLC | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q3 2019 | 11 |
Man Group plc | 7 | 4 | 0.00% | 0.05% | 0.20% | Q3 2020 | Q3 2023 | 11 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.00% | 0.05% | 0.19% | Q2 2015 | Q1 2022 | 11 |
JANUS HENDERSON INVESTORS US LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 11 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.06% | 0.21% | Q4 2013 | Q3 2020 | 11 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AEGON ASSET MANAGEMENT UK PLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
Jump Financial, LLC | 4 | 1 | 0.03% | 0.15% | 0.33% | Q3 2020 | Q3 2023 | 10 |
DEPRINCE RACE & ZOLLO INC | 10 | 10 | 0.09% | 0.14% | 0.20% | Q3 2020 | Q4 2022 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.05% | 0.15% | Q1 2020 | Q2 2023 | 10 |
FIL Ltd | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 10 |
OneAscent Financial Services LLC | 6 | 1 | 0.05% | 0.11% | 0.24% | Q2 2019 | Q2 2022 | 10 |
Callahan Advisors, LLC | 10 | 10 | 0.36% | 0.49% | 0.64% | Q2 2013 | Q3 2015 | 10 |
BP PLC | 10 | 10 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q3 2015 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TEACHERS ADVISORS, LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2018 | 10 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q1 2019 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 10 |
GUARDIAN CAPITAL LP | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2016 | 10 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 2 | 0.04% | 0.10% | 0.17% | Q4 2016 | Q2 2021 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 10 |
EATON VANCE MANAGEMENT | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 10 |
Bluefin Trading, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2016 | 10 |
SPX Gestao de Recursos Ltda | 4 | 1 | 0.44% | 2.58% | 10.92% | Q1 2014 | Q4 2019 | 10 |
QCM Cayman, Ltd. | 4 | 1 | 0.06% | 0.38% | 1.37% | Q1 2014 | Q1 2022 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
Dorsey Wright & Associates | 4 | 1 | 0.01% | 0.52% | 1.38% | Q2 2013 | Q3 2023 | 10 |
TODD ASSET MANAGEMENT LLC | 8 | 2 | 0.09% | 0.33% | 0.59% | Q4 2016 | Q2 2021 | 10 |
STEPHENS INC /AR/ | 7 | 3 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 10 |
New Capital Management LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Engineers Gate Manager LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 10 |
Nuveen Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 10 |
PECONIC PARTNERS LLC | 7 | 1 | 0.03% | 0.83% | 3.42% | Q2 2014 | Q2 2018 | 10 |
Vanguard Capital Wealth Advisors | 10 | 10 | 0.13% | 0.19% | 0.49% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Hilltop Holdings Inc. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2021 | 10 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 10 |
Knights of Columbus Asset Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 9 |
American Trust Investment Advisors, LLC | 9 | 9 | 0.27% | 0.59% | 0.86% | Q2 2015 | Q2 2017 | 9 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 2 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2017 | 9 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 1 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 9 |
Calamos Wealth Management LLC | 6 | 3 | 0.01% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.25% | Q1 2019 | Q2 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 1.58% | 5.26% | 10.03% | Q4 2013 | Q4 2015 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
PITCAIRN CO | 9 | 9 | 0.05% | 0.07% | 0.09% | Q2 2016 | Q2 2018 | 9 |
Pine River Capital Management L.P. | 8 | 1 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q4 2015 | 9 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2018 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
MGO ONE SEVEN LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 1 | 0.02% | 0.08% | 0.14% | Q2 2020 | Q3 2022 | 9 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 9 |
Camarda Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 9 |
Intellectus Partners, LLC | 9 | 9 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q4 2018 | 9 |
SG3 Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q4 2020 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q2 2023 | 9 |
Quantamental Technologies LLC | 5 | 1 | 0.02% | 0.05% | 0.12% | Q1 2019 | Q3 2023 | 9 |
GRATRY & Co LLC | 9 | 9 | 0.05% | 0.86% | 1.59% | Q3 2015 | Q3 2017 | 9 |
Banco BTG Pactual S.A. | 3 | 1 | 0.24% | 5.42% | 14.38% | Q1 2017 | Q3 2021 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.17% | 0.32% | 0.48% | Q3 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2017 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Cetera Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q2 2021 | 9 |
Ninety One North America, Inc. | 9 | 9 | 1.04% | 2.54% | 4.60% | Q2 2017 | Q2 2019 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2016 | 9 |
Capital Research Global Investors | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 8 | 0.20% | 0.49% | 0.64% | Q3 2015 | Q2 2017 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.05% | 0.13% | Q4 2014 | Q3 2021 | 8 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q4 2019 | 8 |
Diameter Capital Partners LP | 5 | 3 | 0.80% | 1.82% | 4.28% | Q4 2019 | Q4 2021 | 8 |
Spire Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
Clear Harbor Asset Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 8 |
EVEREST CAPITAL LLC | 8 | 8 | 2.77% | 11.50% | 26.45% | Q1 2013 | Q4 2014 | 8 |
WAFRA INC. | 4 | 2 | 0.22% | 0.67% | 1.48% | Q3 2015 | Q2 2022 | 8 |
Aquatic Capital Management LLC | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Virtus ETF Advisers LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2019 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q3 2017 | Q2 2019 | 8 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.65% | 5.15% | Q4 2014 | Q3 2023 | 8 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.11% | 0.24% | 0.38% | Q4 2013 | Q3 2015 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.00% | 0.11% | 0.44% | Q3 2014 | Q3 2018 | 8 |
Intercontinental Wealth Advisors, LLC | 8 | 8 | 0.15% | 0.19% | 0.24% | Q3 2020 | Q2 2022 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL COUNSELORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Qtron Investments LLC | 4 | 1 | 0.13% | 0.30% | 0.58% | Q4 2020 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
FULTON BANK, N.A. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
OPPENHEIMER & CO INC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q1 2020 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Princeton Alpha Management LP | 5 | 3 | 0.03% | 0.09% | 0.16% | Q1 2014 | Q4 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOKF, NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
HighTower Trust Company, N.A. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 8 |
PICTET ASSET MANAGEMENT LTD | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PEAR TREE ADVISORS INC | 5 | 3 | 0.02% | 0.08% | 0.42% | Q2 2014 | Q2 2016 | 8 |
Glovista Investments LLC | 2 | 1 | 0.02% | 0.78% | 2.52% | Q4 2014 | Q4 2021 | 8 |
AMERICAN ASSET MANAGEMENT INC. | 8 | 8 | 0.08% | 0.13% | 0.16% | Q4 2016 | Q3 2018 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 8 |
Sarasin & Partners LLP | 7 | 7 | 1.75% | 2.43% | 3.01% | Q2 2013 | Q4 2014 | 7 |
WFG Advisors, LP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 7 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 7 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 2 | 0.00% | 0.70% | 1.13% | Q4 2014 | Q4 2017 | 7 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.13% | 0.54% | Q2 2018 | Q3 2022 | 7 |
Fusion Family Wealth LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 7 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Caption Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q1 2021 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Brookfield Asset Management | 7 | 7 | 0.00% | 0.04% | 0.13% | Q1 2014 | Q3 2015 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q4 2021 | 7 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Inspire Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Soros Fund Management | 2 | 2 | 0.03% | 0.29% | 0.81% | Q2 2013 | Q4 2016 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 7 |
Texas Yale Capital Corp. | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 7 |
Windsor Creek Advisors, LLC | 6 | 1 | 0.07% | 0.34% | 0.63% | Q4 2018 | Q1 2021 | 7 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q2 2021 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Nikko Asset Management Americas, Inc. | 7 | 7 | 0.07% | 0.17% | 0.33% | Q3 2017 | Q1 2019 | 7 |
Cedar Wealth Management, LLC | 5 | 2 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2019 | 7 |
TURNER INVESTMENTS LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Carmignac Gestion | 7 | 7 | 0.02% | 2.78% | 4.64% | Q3 2016 | Q1 2018 | 7 |
Hodges Capital Management Inc. | 7 | 7 | 0.02% | 0.15% | 0.57% | Q4 2016 | Q2 2018 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 7 |
Global X Management CO LLC | 3 | 1 | 0.00% | 0.10% | 0.68% | Q4 2013 | Q2 2017 | 7 |
Employees Retirement System of Texas | 4 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q3 2023 | 7 |
TT International Asset Management LTD | 7 | 7 | 6.06% | 8.98% | 14.47% | Q1 2021 | Q3 2022 | 7 |
British Airways Pensions Investment Management Ltd | 7 | 7 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q2 2016 | 7 |
MACKENZIE FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.02% | 0.18% | 0.65% | Q2 2016 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q2 2017 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 4 | 2 | 0.02% | 0.13% | 0.22% | Q1 2014 | Q2 2016 | 6 |
SEI TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Marotta Asset Management | 6 | 6 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
BASSO CAPITAL MANAGEMENT, L.P. | 5 | 5 | 0.08% | 0.14% | 0.24% | Q1 2015 | Q1 2016 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Trafelet Capital Management, L.P. | 6 | 6 | 0.10% | 0.14% | 0.20% | Q2 2016 | Q3 2017 | 6 |
Invenomic Capital Management LP | 6 | 6 | 0.12% | 0.22% | 0.33% | Q4 2019 | Q1 2021 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
American Portfolios Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
WESPAC Advisors SoCal, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Peregrine Asset Advisers, Inc. | 6 | 6 | 0.05% | 0.10% | 0.14% | Q1 2021 | Q2 2022 | 6 |
EAGLE GLOBAL ADVISORS LLC | 6 | 6 | 0.06% | 0.13% | 0.18% | Q3 2016 | Q4 2017 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Hatteras Investment Partners, LP | 6 | 6 | 1.00% | 1.40% | 1.96% | Q3 2014 | Q4 2015 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Bridge Advisory, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 6 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2021 | 6 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 6 |
PICTET ASSET MANAGEMENT SA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q1 2018 | 6 |
Cetera Investment Advisers | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Assured Investment Management LLC | 4 | 2 | 0.13% | 0.26% | 0.71% | Q2 2013 | Q4 2014 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Claro Advisors LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 6 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 6 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.41% | 0.76% | 1.10% | Q1 2014 | Q2 2015 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
WCG Wealth Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
DSAM Partners (London) Ltd | 6 | 6 | 0.60% | 1.90% | 4.13% | Q3 2016 | Q4 2017 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
BRINKER CAPITAL INC | 3 | 3 | 0.04% | 1.65% | 3.15% | Q1 2014 | Q3 2015 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
WRAPMANAGER INC | 4 | 2 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Veracity Capital LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.48% | 1.14% | Q2 2013 | Q1 2015 | 6 |
Shilanski & Associates, Inc. | 4 | 2 | 0.04% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 6 |
Jackson Financial Management | 5 | 5 | 0.21% | 0.23% | 0.27% | Q4 2017 | Q4 2018 | 5 |
Traynor Capital Management, Inc. | 3 | 2 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q4 2019 | 5 |
Cartica Management, LLC | 5 | 5 | 3.41% | 6.82% | 9.74% | Q2 2021 | Q2 2022 | 5 |
Amida Capital Management II, LLC | 3 | 3 | 0.03% | 0.55% | 0.99% | Q1 2013 | Q3 2013 | 5 |
CAPITAL INTERNATIONAL LTD /CA/ | 5 | 5 | 0.03% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Byrne Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
First Allied Advisory Services, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 5 |
Vestmark Advisory Solutions, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 5 |
Hutchin Hill Capital, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Cedar Mountain Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.08% | 0.27% | 0.50% | Q2 2021 | Q1 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 5 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.00% | 0.09% | 0.43% | Q4 2016 | Q4 2017 | 5 |
Formidable Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 3 | 2 | 0.08% | 0.14% | 0.35% | Q4 2020 | Q2 2022 | 5 |
GLG Partners LP | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q3 2016 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
First Dallas Securities Inc. | 5 | 5 | 0.07% | 0.28% | 0.45% | Q4 2016 | Q4 2017 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
ASCEND CAPITAL, LLC | 3 | 1 | 0.05% | 0.41% | 0.77% | Q1 2014 | Q4 2017 | 5 |
Harbour Capital Advisors, LLC | 5 | 5 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2020 | 5 |
Artha Capital Management, Inc. | 5 | 5 | 4.45% | 10.16% | 15.70% | Q2 2013 | Q2 2014 | 5 |
First Affirmative Financial Network | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Airain ltd | 3 | 1 | 0.04% | 0.12% | 0.21% | Q3 2013 | Q2 2017 | 5 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.42% | 0.57% | 0.73% | Q2 2013 | Q2 2014 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.12% | 0.51% | 1.30% | Q2 2013 | Q2 2021 | 5 |
CSS LLC/IL | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2017 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
MARSHALL WACE ASIA Ltd | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2021 | 5 |
BARING ASSET MANAGEMENT Ltd | 3 | 2 | 0.05% | 0.33% | 0.66% | Q3 2014 | Q3 2017 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 5 |
NEWLAND CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.52% | 1.83% | 5.26% | Q2 2014 | Q2 2015 | 5 |
Hennion & Walsh Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 5 |
Morningstar Investment Services LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q4 2015 | 4 |
Gramercy Funds Management LLC | 4 | 4 | 1.82% | 2.47% | 3.27% | Q1 2018 | Q4 2018 | 4 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
1st Global Advisors, Inc. | 4 | 4 | 0.01% | 0.05% | 0.07% | Q3 2016 | Q2 2017 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2016 | Q3 2017 | 4 |
Glenview Capital Management | 4 | 4 | 0.35% | 0.49% | 0.67% | Q1 2014 | Q4 2014 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
HANSBERGER GLOBAL INVESTORS INC/FL | 4 | 4 | 0.61% | 0.79% | 0.97% | Q2 2013 | Q1 2014 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.03% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
STELLIAM INVESTMENT MANAGEMENT, LP | 4 | 4 | 0.17% | 1.05% | 1.58% | Q1 2014 | Q4 2014 | 4 |
Oaktree Fund Advisors, LLC | 4 | 4 | 2.00% | 6.02% | 10.40% | Q2 2021 | Q1 2022 | 4 |
Wealthcare Advisory Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 4 |
Moneda S.A. Administradora General de Fondos | 4 | 4 | 2.85% | 4.37% | 5.24% | Q2 2021 | Q1 2022 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
IRON Financial LLC | 3 | 1 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q4 2016 | 4 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TT INTERNATIONAL | 3 | 1 | 0.04% | 2.30% | 3.45% | Q3 2015 | Q4 2019 | 4 |
Investors Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Long Pond Capital | 1 | 1 | 0.01% | 2.29% | 5.56% | Q2 2013 | Q2 2014 | 4 |
Fiera Capital (Europe) Ltd. | 4 | 4 | 1.37% | 1.61% | 1.88% | Q1 2015 | Q4 2015 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q3 2014 | Q2 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 4 |
360 Financial, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
ORBIS HOLDINGS LTD | 4 | 4 | 0.55% | 0.95% | 1.13% | Q2 2013 | Q1 2014 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Archford Capital Strategies, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2019 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 4 |
Tyrian Investments, L.P. | 4 | 4 | 2.71% | 5.76% | 6.97% | Q1 2014 | Q4 2014 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 4 |
AT Bancorp | 4 | 4 | 0.03% | 0.07% | 0.10% | Q3 2016 | Q2 2017 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.17% | 0.33% | 0.60% | Q2 2013 | Q1 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q2 2014 | Q3 2015 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Symmetry Partners, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.03% | 0.78% | 1.89% | Q2 2020 | Q1 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 4 | 4 | 1.22% | 2.14% | 2.67% | Q4 2019 | Q3 2020 | 4 |
Well Done, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q4 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.67% | 3.20% | 4.90% | Q2 2013 | Q1 2014 | 4 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
MMBG INVESTMENT ADVISORS CO. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 4 |
180 WEALTH ADVISORS, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q4 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 4 |
Burns Matteson Capital Management, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q2 2023 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.05% | 0.27% | 0.64% | Q3 2016 | Q4 2017 | 4 |
IHT Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.08% | 0.16% | Q1 2021 | Q2 2023 | 4 |
Numeric Investors LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2017 | 4 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.12% | 0.38% | Q3 2015 | Q3 2018 | 4 |
Clear Perspectives Financial Planning, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.45% | 1.14% | 1.86% | Q1 2013 | Q4 2019 | 4 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.23% | 0.61% | Q2 2013 | Q1 2014 | 3 |
Capital World Investors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.19% | 0.25% | 0.31% | Q1 2015 | Q3 2015 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q2 2023 | 3 |
Hosking & Co Ltd | 3 | 3 | 1.64% | 1.70% | 1.78% | Q4 2014 | Q2 2015 | 3 |
PointState Capital LP | 3 | 3 | 0.19% | 0.62% | 0.91% | Q2 2013 | Q4 2013 | 3 |
QUANTUM CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Jupiter Investment Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CIBC Asset Management Inc | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 3 |
PDS Planning, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Santa Fe Partners LLC | 3 | 3 | 0.22% | 0.29% | 0.34% | Q2 2013 | Q4 2013 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.72% | 1.12% | Q1 2021 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.03% | 0.11% | 0.17% | Q1 2021 | Q4 2022 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waterfront Capital Partners, LLC | 2 | 1 | 0.34% | 1.25% | 2.38% | Q4 2013 | Q2 2016 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.54% | 0.66% | 0.77% | Q1 2023 | Q3 2023 | 3 |
CALDWELL & ORKIN INC | 3 | 3 | 0.57% | 0.93% | 1.58% | Q1 2014 | Q3 2014 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
1919 Investment Counsel, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 1 | 0.06% | 0.22% | 0.43% | Q3 2013 | Q2 2014 | 3 |
DekaBank Deutsche Girozentrale | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2021 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2014 | Q3 2014 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 3 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2021 | 3 |
Lesa Sroufe & Co | 3 | 3 | 2.26% | 2.69% | 3.04% | Q1 2023 | Q3 2023 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.00% | 0.08% | 0.15% | Q1 2014 | Q3 2014 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 3 |
Perpetual Ltd | 3 | 3 | 0.44% | 0.50% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q1 2014 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 3 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 2.24% | 4.86% | 9.33% | Q1 2014 | Q3 2016 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.57% | 0.80% | 1.04% | Q2 2013 | Q3 2013 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Timber Hill LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q4 2013 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Long Oar Global Investors, LLC | 3 | 3 | 6.03% | 7.72% | 11.05% | Q1 2014 | Q3 2014 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Liontrust Investment Partners LLP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 3 |
BROWN BROTHERS HARRIMAN & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.07% | 0.10% | 0.14% | Q1 2018 | Q2 2019 | 3 |
Fortress Investment Group LLC | 3 | 3 | 0.05% | 0.25% | 0.39% | Q1 2014 | Q3 2014 | 3 |
Passport Capital, LLC | 1 | 1 | 0.02% | 0.49% | 1.34% | Q2 2015 | Q1 2017 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.09% | 0.27% | 0.51% | Q2 2021 | Q2 2023 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
ArchPoint Investors | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2015 | Q3 2015 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
RATIONAL ADVISORS LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q1 2009 | Q3 2009 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.55% | 0.89% | Q4 2013 | Q1 2014 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 3 |
Castle Hook Partners LP | 2 | 1 | 0.04% | 0.12% | 0.27% | Q1 2017 | Q3 2018 | 3 |
One01 Capital, LP | 3 | 3 | 2.73% | 3.14% | 3.86% | Q1 2023 | Q3 2023 | 3 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.16% | 0.29% | Q1 2013 | Q2 2014 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q1 2020 | Q2 2021 | 3 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Nuveen Fund Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2021 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 1.82% | 2.78% | 3.74% | Q2 2013 | Q4 2013 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Fore Capital, LLC | 1 | 1 | 0.16% | 0.17% | 0.17% | Q1 2018 | Q1 2020 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.21% | 0.37% | Q2 2013 | Q1 2014 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Andromeda Capital LLC | 1 | 1 | 0.06% | 0.27% | 0.47% | Q3 2014 | Q3 2014 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MARATHON ASSET MANAGEMENT LLP | 2 | 2 | 0.10% | 0.22% | 0.34% | Q2 2013 | Q3 2013 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Capital Group Investment Management Pte. Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Southeast Asset Advisors Inc. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Standard Investments LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q1 2014 | Q2 2014 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q4 2017 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2014 | Q3 2014 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Patten Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.29% | 0.51% | Q3 2021 | Q4 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Hatteras Alternative Mutual Funds, LLC | 2 | 2 | 1.16% | 1.26% | 1.37% | Q1 2014 | Q2 2014 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2016 | Q2 2016 | 2 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 0.91% | 3.34% | 5.78% | Q1 2015 | Q3 2015 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
First Eagle Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Geneva Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
MAIRS & POWER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Lombard Odier Asset Management (Europe) Ltd | 2 | 2 | 0.42% | 0.47% | 0.52% | Q1 2022 | Q2 2022 | 2 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 0.63% | 0.63% | 0.64% | Q1 2014 | Q2 2014 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
L & S Advisors Inc | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Congress Park Capital LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q3 2014 | 2 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Trexquant Investment LP | 2 | 2 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q1 2015 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 0.39% | 0.52% | 0.66% | Q3 2013 | Q4 2013 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q3 2016 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.25% | 0.28% | 0.31% | Q2 2014 | Q3 2014 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bronson Point Management LLC | 2 | 2 | 0.02% | 0.22% | 0.42% | Q4 2013 | Q1 2014 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Southeastern Asset Management | 2 | 2 | 1.97% | 2.06% | 2.14% | Q2 2013 | Q3 2013 | 2 |
EMERGING SOVEREIGN GROUP LLC | 2 | 2 | 3.30% | 6.71% | 10.12% | Q4 2017 | Q1 2018 | 2 |
Nicholas Investment Partners, LP | 1 | 1 | 0.04% | 0.18% | 0.32% | Q3 2017 | Q3 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.29% | 0.36% | 0.42% | Q2 2017 | Q3 2017 | 2 |
Kortright Capital Partners LP | 2 | 2 | 0.23% | 0.26% | 0.28% | Q2 2015 | Q3 2015 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q4 2020 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 0.69% | 0.70% | 0.71% | Q1 2014 | Q2 2014 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.24% | 0.34% | 0.44% | Q2 2014 | Q4 2014 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 1.38% | 1.64% | 1.91% | Q2 2018 | Q3 2018 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
First Trust Bank, Ltd. | 1 | 1 | 6.26% | 6.26% | 6.26% | Q2 2013 | Q2 2013 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2013 | Q3 2013 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2019 | Q3 2019 | 1 |
Invictus RG | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2014 | Q3 2014 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Palestra Capital Management LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2013 | Q2 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
VALINOR MANAGEMENT, L.P. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2013 | Q2 2013 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2019 | Q1 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2017 | Q4 2017 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbrook Capital Advisors LP | 1 | 1 | 4.68% | 4.68% | 4.68% | Q2 2013 | Q2 2013 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
GLG INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2013 | Q3 2013 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2016 | Q1 2016 | 1 |
CYNOSURE ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
MONEDA USA, INC. | 1 | 1 | 8.12% | 8.12% | 8.12% | Q1 2022 | Q1 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Antipodean Advisors LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q2 2013 | Q2 2013 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 4.05% | 4.05% | 4.05% | Q3 2016 | Q3 2016 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Appaloosa LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2017 | Q2 2017 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2014 | Q2 2014 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2020 | Q4 2020 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHANNING GLOBAL ADVISORS, LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Centerline Investment Partners, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2014 | Q3 2014 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
HIGHSIDE CAPITAL MANAGEMENT L P | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2013 | Q2 2013 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Albar Capital Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SFMG, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 4.75% | 4.75% | 4.75% | Q4 2014 | Q4 2014 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2015 | Q2 2015 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Governors Lane LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2021 | Q2 2021 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PRENTISS SMITH & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2021 | Q4 2021 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
Tipp Hill Capital Management LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2016 | Q1 2016 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2013 | Q2 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
EMS Capital LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Sagefield Capital LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Diversified Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Emerging Variant Capital Management LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2021 | Q4 2021 | 1 |
Emerging Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Global Index Advisors Inc | 1 | 1 | 8.88% | 8.88% | 8.88% | Q2 2014 | Q2 2014 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Brown Shipley& Co Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2014 | Q1 2014 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Luxor Capital Group, LP | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2013 | Q2 2013 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Apertura Capital, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2017 | Q1 2017 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
X-Square Capital, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
Benchmark Capital Advisors | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2014 | Q1 2014 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 2.29% | 2.29% | 2.29% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own CEMEX SAB DE CV or have owned CEMEX SAB DE CV in the past.