Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 42 |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 39 |
Walleye Trading LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 20 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 18 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 15 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 15 |
Anchor Investment Management, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 15 |
BALDWIN BROTHERS LLC/MA | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 14 | 14 | 0.04% | 0.14% | 0.23% | Q2 2020 | Q3 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CRAMER ROSENTHAL MCGLYNN LLC | 14 | 14 | 0.50% | 2.64% | 3.68% | Q2 2020 | Q3 2023 | 14 |
Creative Planning | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
First Horizon Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RHUMBLINE ADVISERS | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Alberta Investment Management Corp | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CONGRESS ASSET MANAGEMENT CO /MA | 14 | 14 | 0.00% | 0.16% | 1.31% | Q2 2020 | Q3 2023 | 14 |
Arizona State Retirement System | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.01% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
CREDIT SUISSE AG/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AQR Capital Management | 14 | 14 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
M&T BANK CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
State of Tennessee, Treasury Department | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 14 | 14 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VIKING FUND MANAGEMENT LLC | 14 | 14 | 0.29% | 1.13% | 1.77% | Q2 2020 | Q3 2023 | 14 |
Fisher Asset Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Penn Capital Management Company, LLC | 14 | 14 | 0.08% | 0.87% | 1.32% | Q2 2020 | Q3 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 14 | 14 | 0.01% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Paradice Investment Management LLC | 14 | 14 | 2.20% | 4.38% | 5.36% | Q2 2020 | Q3 2023 | 14 |
STATE STREET CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Retirement Systems of Alabama | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.17% | 0.38% | Q2 2020 | Q3 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
FinTrust Capital Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
KENNEDY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.04% | 0.19% | 0.32% | Q2 2020 | Q3 2023 | 14 |
State of Alaska, Department of Revenue | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CoreCommodity Management, LLC | 14 | 14 | 0.20% | 0.57% | 1.21% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
ALLIANCEBERNSTEIN L.P. | 14 | 14 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Phocas Financial Corp. | 14 | 14 | 0.46% | 1.04% | 1.79% | Q2 2020 | Q3 2023 | 14 |
CITIGROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Tower Research Capital LLC (TRC) | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Investors Research Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DIMENSIONAL FUND ADVISORS LP | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
South Dakota Investment Council | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Gates Capital Management | 14 | 14 | 2.28% | 3.85% | 5.85% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SEI INVESTMENTS CO | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Boston Partners | 14 | 14 | 0.04% | 0.15% | 0.36% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ameritas Investment Partners, Inc. | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ClearBridge Investments | 14 | 14 | 0.01% | 0.08% | 0.17% | Q2 2020 | Q3 2023 | 14 |
UBS ASSET MANAGEMENT AMERICAS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.05% | 0.27% | 0.41% | Q2 2020 | Q3 2023 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.11% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PANAGORA ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Swiss National Bank | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MetLife Investment Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.17% | 0.33% | Q2 2020 | Q3 2023 | 14 |
SECURIAN ASSET MANAGEMENT, INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VANGUARD GROUP INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
CHARTWELL INVESTMENT PARTNERS, LLC | 14 | 14 | 0.12% | 0.46% | 0.73% | Q2 2020 | Q3 2023 | 14 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Sapience Investments, LLC | 14 | 14 | 0.78% | 1.45% | 2.04% | Q2 2020 | Q3 2023 | 14 |
PROFUND ADVISORS LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DEUTSCHE BANK AG\ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HARRIS ASSOCIATES L P | 14 | 14 | 0.00% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.04% | 0.18% | Q2 2020 | Q3 2023 | 14 |
HUNTINGTON NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.02% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Allworth Financial LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Walleye Capital LLC | 4 | 2 | 0.00% | 0.04% | 0.22% | Q2 2020 | Q3 2023 | 13 |
BNP Paribas Asset Management Holding S.A. | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 13 | 13 | 0.20% | 0.67% | 1.29% | Q3 2020 | Q3 2023 | 13 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
AJ WEALTH STRATEGIES, LLC | 13 | 13 | 0.08% | 0.13% | 0.16% | Q2 2020 | Q2 2023 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
SG Americas Securities, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
STRS OHIO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
COMERICA BANK | 11 | 2 | 0.02% | 0.08% | 0.48% | Q2 2020 | Q3 2023 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
State of New Jersey Common Pension Fund D | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 13 | 13 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Nikko Asset Management Americas, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
KBC Group NV | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cubist Systematic Strategies, LLC | 8 | 4 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q2 2023 | 12 |
FIRST TRUST ADVISORS LP | 11 | 1 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 4 | 0.00% | 0.06% | 0.09% | Q2 2020 | Q2 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Mariner, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NATIXIS ADVISORS, L.P. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 8 | 4 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 12 |
SIR Capital Management, L.P. | 8 | 4 | 0.26% | 1.97% | 3.69% | Q2 2020 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
HEARTLAND ADVISORS INC | 12 | 12 | 0.42% | 0.94% | 1.25% | Q4 2020 | Q3 2023 | 12 |
NORGES BANK | 11 | 11 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Close Asset Management Ltd | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Chevy Chase Trust Holdings, LLC | 11 | 11 | 0.04% | 0.11% | 0.17% | Q1 2021 | Q3 2023 | 11 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 11 |
Sargent Bickham Lagudis LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
FIL Ltd | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Keeley-Teton Advisors, LLC | 11 | 11 | 0.08% | 0.68% | 1.35% | Q1 2021 | Q3 2023 | 11 |
FRED ALGER MANAGEMENT, LLC | 11 | 11 | 0.25% | 0.40% | 0.58% | Q1 2021 | Q3 2023 | 11 |
HSBC HOLDINGS PLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 4 | 2 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q3 2023 | 11 |
BROWN BROTHERS HARRIMAN & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stanley-Laman Group, Ltd. | 11 | 11 | 0.11% | 0.50% | 0.88% | Q1 2021 | Q3 2023 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 11 | 11 | 0.89% | 1.19% | 1.44% | Q1 2021 | Q3 2023 | 11 |
GAMCO INVESTORS, INC. ET AL | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
WESBANCO BANK INC | 6 | 4 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
INVERNESS COUNSEL LLC /NY/ | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2022 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
American Research & Management Co. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
PUTNAM INVESTMENTS LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2022 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 10 |
EATON VANCE MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Holocene Advisors, LP | 7 | 3 | 0.01% | 0.20% | 0.43% | Q2 2020 | Q4 2022 | 10 |
NORDEA INVESTMENT MANAGEMENT AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 5 | 4 | 0.01% | 0.16% | 0.26% | Q2 2020 | Q3 2022 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Geneos Wealth Management Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
AXA S.A. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 9 |
HM PAYSON & CO | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.08% | 0.21% | 0.38% | Q2 2020 | Q3 2023 | 9 |
Lafitte Capital Management LP | 9 | 9 | 1.21% | 3.31% | 7.26% | Q2 2020 | Q2 2022 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 9 | 9 | 0.08% | 0.11% | 0.16% | Q2 2020 | Q2 2022 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 9 |
Advantage Alpha Capital Partners LP | 9 | 9 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q1 2023 | 9 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Energy Opportunities Capital Management, LLC | 8 | 8 | 0.95% | 1.59% | 2.51% | Q1 2021 | Q4 2022 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
BAILARD, INC. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
EAGLE ASSET MANAGEMENT INC | 8 | 8 | 0.07% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.10% | 0.25% | Q2 2020 | Q3 2023 | 8 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Bedel Financial Consulting, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Point72 Asset Management, L.P. | 4 | 4 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q2 2023 | 8 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 8 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Gemmer Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Renaissance Technologies | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Raymond James Financial Services Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Newport Trust Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 0.07% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Engineers Gate Manager LP | 4 | 4 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stonebridge Capital Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.32% | 0.41% | 0.54% | Q1 2022 | Q3 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 4 | 3 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Cutler Group LLC / CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GW&K Investment Management, LLC | 7 | 7 | 0.00% | 0.46% | 0.75% | Q1 2022 | Q3 2023 | 7 |
James Hambro & Partners | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 7 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BBR PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Hillsdale Investment Management Inc. | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2022 | 7 |
Ceredex Value Advisors LLC | 7 | 7 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
abrdn plc | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Pearl River Capital, LLC | 6 | 1 | 0.10% | 0.26% | 0.58% | Q2 2021 | Q3 2023 | 7 |
Teton Advisors, Inc. | 7 | 7 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Bartlett & Co. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
Empyrean Capital Partners, LP | 7 | 7 | 0.33% | 0.56% | 1.78% | Q2 2020 | Q4 2021 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7 | 7 | 0.82% | 1.11% | 1.42% | Q4 2020 | Q2 2022 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.10% | 0.18% | 0.28% | Q2 2020 | Q4 2021 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.47% | 1.14% | 1.65% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Employees Retirement System of Texas | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JUPITER ASSET MANAGEMENT LTD | 6 | 6 | 0.01% | 0.36% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 6 |
Narwhal Capital Management | 6 | 6 | 0.19% | 0.53% | 0.68% | Q2 2022 | Q3 2023 | 6 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AMG National Trust Bank | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 6 | 6 | 0.15% | 0.18% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Intrinsic Edge Capital Management LLC | 6 | 6 | 0.12% | 0.36% | 0.62% | Q4 2020 | Q1 2022 | 6 |
Ellevest, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 6 |
Man Group plc | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
State of Wyoming | 6 | 6 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Congress Wealth Management LLC / DE / | 4 | 2 | 0.00% | 0.09% | 0.26% | Q1 2022 | Q3 2023 | 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
SCOUT INVESTMENTS, INC. | 6 | 6 | 0.12% | 0.35% | 0.67% | Q4 2021 | Q1 2023 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WEST PACES ADVISORS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Kovack Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DEPRINCE RACE & ZOLLO INC | 6 | 6 | 0.73% | 1.00% | 1.24% | Q1 2022 | Q2 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CNA FINANCIAL CORP | 5 | 5 | 0.11% | 0.20% | 0.31% | Q3 2021 | Q3 2022 | 5 |
GREAT LAKES ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 5 | 5 | 0.10% | 0.20% | 0.32% | Q2 2020 | Q2 2021 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.23% | 0.28% | 0.33% | Q3 2022 | Q3 2023 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q4 2022 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2022 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q3 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.06% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q2 2022 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.86% | 1.33% | 1.54% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
WHITTIER TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
RR PARTNERS LP | 5 | 5 | 2.52% | 3.90% | 5.04% | Q2 2020 | Q2 2021 | 5 |
WESTWOOD HOLDINGS GROUP INC | 5 | 5 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
Yaupon Capital Management LP | 3 | 2 | 0.36% | 0.95% | 2.14% | Q2 2020 | Q2 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
FULTON BANK, N.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 5 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2020 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 4 | 1 | 0.08% | 0.11% | 0.23% | Q1 2022 | Q3 2023 | 5 |
Capital Research Global Investors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Birch Grove Capital LP | 2 | 1 | 0.50% | 1.02% | 2.10% | Q4 2020 | Q3 2022 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 5 |
Encompass Capital Advisors LLC | 5 | 5 | 0.53% | 2.15% | 4.32% | Q2 2020 | Q2 2021 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BESSEMER SECURITIES LLC | 4 | 4 | 0.27% | 0.39% | 0.51% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QS Investors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.82% | 0.92% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.41% | 0.50% | 0.62% | Q4 2022 | Q3 2023 | 4 |
RR Advisors, LLC | 4 | 4 | 0.30% | 0.41% | 0.51% | Q1 2021 | Q4 2021 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.23% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.17% | 0.66% | Q2 2020 | Q3 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q2 2023 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CASTLEARK MANAGEMENT LLC | 4 | 4 | 0.23% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.07% | 0.43% | 0.93% | Q3 2022 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 4 |
Gallagher Fiduciary Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.10% | 0.13% | 0.15% | Q3 2021 | Q2 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
Nicholas Investment Partners, LP | 4 | 4 | 1.01% | 1.08% | 1.21% | Q4 2022 | Q3 2023 | 4 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Merewether Investment Management, LP | 4 | 4 | 0.82% | 2.73% | 3.95% | Q4 2020 | Q3 2021 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.26% | 0.32% | 0.38% | Q4 2022 | Q3 2023 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.09% | 0.15% | Q2 2020 | Q2 2022 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 4 |
Goehring & Rozencwajg Associates, LLC | 4 | 4 | 2.04% | 2.14% | 2.20% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.09% | 0.14% | 0.23% | Q2 2021 | Q3 2023 | 4 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 4 | 0.83% | 0.93% | 1.12% | Q4 2022 | Q3 2023 | 4 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
ROCKLAND TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2022 | 4 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HANCOCK WHITNEY CORP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARLSON CAPITAL L P | 3 | 3 | 0.42% | 0.52% | 0.71% | Q2 2020 | Q4 2020 | 3 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2020 | 3 |
Grace Capital | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Teza Capital Management LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q4 2022 | 3 |
Caption Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
LS Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.08% | 0.17% | 0.30% | Q3 2021 | Q3 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q2 2022 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Salient Capital Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
MOTCO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WATER ISLAND CAPITAL LLC | 3 | 3 | 0.08% | 0.14% | 0.20% | Q2 2020 | Q4 2020 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
D.C. Capital Advisors, Ltd | 3 | 3 | 3.30% | 4.07% | 5.30% | Q2 2020 | Q4 2020 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 3 | 3 | 0.15% | 0.37% | 0.62% | Q4 2020 | Q2 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Aperio Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.09% | 0.16% | Q2 2021 | Q1 2023 | 3 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.85% | 2.91% | 4.46% | Q2 2020 | Q4 2020 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.10% | 0.12% | 0.16% | Q3 2022 | Q1 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q4 2023 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.43% | 0.53% | 0.70% | Q4 2022 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.92% | 1.00% | 1.06% | Q1 2021 | Q3 2021 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Pentwater Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q1 2021 | Q2 2021 | 2 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.16% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q2 2020 | Q3 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.03% | 0.51% | 0.99% | Q2 2020 | Q3 2020 | 2 |
Chicago Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.31% | 0.32% | 0.32% | Q4 2021 | Q1 2022 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 2 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 0.68% | 1.18% | 1.68% | Q3 2020 | Q4 2020 | 2 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 2 |
Olympiad Research LP | 1 | 1 | 0.09% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
Saltoro Capital, LP | 2 | 2 | 0.36% | 1.42% | 2.47% | Q4 2020 | Q1 2021 | 2 |
Jump Financial, LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.12% | 0.24% | Q1 2022 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.75% | 0.92% | 1.09% | Q2 2023 | Q3 2023 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 2 |
Versor Investments LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PRUDENTIAL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Zebra Capital Management LLC | 2 | 2 | 1.18% | 1.26% | 1.34% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.86% | 1.00% | 1.15% | Q4 2020 | Q1 2021 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 1.56% | 1.64% | 1.72% | Q4 2022 | Q1 2023 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2021 | Q2 2021 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ethic Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SHELL ASSET MANAGEMENT CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Friedenthal Financial | 1 | 1 | 0.47% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.13% | 0.17% | 0.20% | Q2 2020 | Q3 2020 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.20% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Arosa Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2021 | Q3 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sheets Smith Investment Management | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Korea Investment CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Vestcor Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Portolan Capital Management | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Willis Johnson & Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KGH Ltd | 1 | 1 | 6.50% | 6.50% | 6.50% | Q3 2020 | Q3 2020 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Prudent Man Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
SCP Investment, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Fruth Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Pendal Group Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INTRUST BANK NA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Keeler Thomas Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gs Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2023 | Q1 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
EAM Investors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Kepos Capital LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GENDELL JEFFREY L | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2022 | Q2 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own CHAMPIONX CORPORATION or have owned CHAMPIONX CORPORATION in the past.