Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 30 | 30 | 0.00% | 0.10% | 0.54% | Q2 2016 | Q3 2023 | 89 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.03% | 0.25% | Q2 2016 | Q3 2023 | 88 |
Citadel Advisors | 30 | 30 | 0.00% | 0.06% | 0.36% | Q2 2016 | Q3 2023 | 88 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.04% | 0.20% | Q2 2016 | Q3 2023 | 87 |
D. E. Shaw & Co., Inc. | 30 | 30 | 0.00% | 0.05% | 0.38% | Q2 2016 | Q3 2023 | 87 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.06% | 0.29% | Q2 2016 | Q3 2023 | 86 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 30 | 0.00% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 86 |
BARCLAYS PLC | 30 | 30 | 0.00% | 0.08% | 0.52% | Q2 2016 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 21 | 2 | 0.00% | 0.07% | 0.89% | Q2 2016 | Q3 2023 | 80 |
JANE STREET GROUP, LLC | 30 | 30 | 0.00% | 0.02% | 0.26% | Q2 2016 | Q3 2023 | 77 |
UBS Group AG | 30 | 30 | 0.00% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 75 |
Parallax Volatility Advisers, L.P. | 30 | 30 | 0.00% | 0.04% | 0.23% | Q2 2016 | Q3 2023 | 74 |
Cutler Group LLC / CA | 22 | 2 | 0.00% | 0.09% | 0.64% | Q2 2016 | Q3 2023 | 71 |
MILLENNIUM MANAGEMENT LLC | 28 | 1 | 0.00% | 0.08% | 0.61% | Q2 2016 | Q3 2023 | 69 |
Walleye Trading LLC | 30 | 30 | 0.00% | 0.08% | 0.53% | Q2 2016 | Q3 2023 | 67 |
HSBC HOLDINGS PLC | 30 | 30 | 0.00% | 0.06% | 0.61% | Q2 2016 | Q3 2023 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 3 | 0.00% | 0.07% | 0.38% | Q2 2016 | Q3 2023 | 61 |
CAPITAL FUND MANAGEMENT S.A. | 30 | 30 | 0.00% | 0.09% | 0.46% | Q2 2016 | Q3 2023 | 59 |
CREDIT SUISSE AG/ | 30 | 30 | 0.00% | 0.07% | 0.35% | Q2 2016 | Q3 2023 | 57 |
TWO SIGMA INVESTMENTS, LP | 30 | 30 | 0.00% | 0.13% | 1.10% | Q2 2016 | Q3 2023 | 57 |
NOMURA HOLDINGS INC | 30 | 30 | 0.00% | 0.11% | 0.60% | Q2 2016 | Q3 2023 | 56 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 54 |
ROYAL BANK OF CANADA | 30 | 30 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 51 |
Squarepoint Ops LLC | 19 | 1 | 0.00% | 0.10% | 0.48% | Q2 2016 | Q3 2023 | 49 |
DEUTSCHE BANK AG\ | 30 | 30 | 0.00% | 0.14% | 1.11% | Q2 2016 | Q3 2023 | 49 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.04% | 0.20% | Q1 2017 | Q3 2023 | 47 |
HAP Trading, LLC | 13 | 1 | 0.00% | 0.40% | 2.25% | Q2 2016 | Q3 2023 | 45 |
Centiva Capital, LP | 10 | 7 | 0.00% | 0.28% | 4.15% | Q2 2019 | Q3 2023 | 45 |
Cubist Systematic Strategies, LLC | 30 | 30 | 0.00% | 0.08% | 0.31% | Q2 2016 | Q3 2023 | 42 |
Jefferies Group LLC | 16 | 1 | 0.00% | 0.08% | 0.43% | Q2 2016 | Q3 2022 | 40 |
TUDOR INVESTMENT CORP ET AL | 10 | 2 | 0.00% | 0.08% | 0.54% | Q2 2016 | Q3 2023 | 38 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.10% | 0.62% | Q2 2016 | Q3 2023 | 38 |
Creative Planning | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 35 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.14% | 0.24% | Q2 2016 | Q3 2023 | 35 |
Lido Advisors, LLC | 17 | 9 | 0.00% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 34 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 33 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.26% | 1.54% | Q2 2016 | Q3 2023 | 33 |
Invesco Ltd. | 30 | 30 | 0.00% | 0.28% | 0.53% | Q2 2016 | Q3 2023 | 32 |
Twin Tree Management, LP | 6 | 2 | 0.00% | 0.07% | 0.38% | Q2 2016 | Q3 2023 | 31 |
Meritage Group LP | 29 | 29 | 0.00% | 13.91% | 22.52% | Q2 2016 | Q2 2023 | 31 |
HighTower Advisors, LLC | 30 | 30 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 30 | 30 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 27 | 2 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 31 |
MARSHALL WACE, LLP | 21 | 8 | 0.00% | 0.47% | 3.77% | Q2 2016 | Q3 2023 | 31 |
Versant Capital Management, Inc | 31 | 31 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2023 | 31 |
DnB Asset Management AS | 31 | 31 | 0.04% | 0.31% | 1.88% | Q2 2016 | Q4 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2023 | 31 |
Triple Frond Partners | 30 | 30 | 13.86% | 21.26% | 26.49% | Q2 2016 | Q3 2023 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.07% | 0.14% | 0.23% | Q2 2016 | Q3 2023 | 30 |
NISA INVESTMENT ADVISORS, LLC | 30 | 30 | 0.09% | 0.18% | 0.33% | Q2 2016 | Q3 2023 | 30 |
SHELTON CAPITAL MANAGEMENT | 30 | 30 | 0.08% | 0.38% | 0.55% | Q2 2016 | Q3 2023 | 30 |
Berkshire Hathaway | 30 | 30 | 0.39% | 1.14% | 1.98% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Geneos Wealth Management Inc. | 30 | 30 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
WESTPAC BANKING CORP | 30 | 30 | 0.00% | 0.16% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Plante Moran Financial Advisors, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 30 |
CENTRAL TRUST Co | 30 | 30 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 30 |
FAYEZ SAROFIM & CO | 30 | 30 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
SUMITOMO LIFE INSURANCE CO | 30 | 30 | 0.04% | 0.19% | 0.33% | Q2 2016 | Q3 2023 | 30 |
Parkside Financial Bank & Trust | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Capital World Investors | 30 | 30 | 0.06% | 0.42% | 0.83% | Q2 2016 | Q3 2023 | 30 |
Asset Management One Co., Ltd. | 30 | 30 | 0.06% | 0.17% | 0.30% | Q2 2016 | Q3 2023 | 30 |
PRIMECAP MANAGEMENT CO/CA/ | 30 | 30 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.01% | 0.03% | 0.12% | Q2 2016 | Q3 2023 | 30 |
PUTNAM INVESTMENTS LLC | 30 | 30 | 0.23% | 0.75% | 1.33% | Q2 2016 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 30 | 30 | 0.04% | 0.09% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.06% | 0.13% | 0.19% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.04% | 0.09% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 30 | 30 | 0.05% | 0.12% | 0.18% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.08% | 0.19% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Robeco Institutional Asset Management B.V. | 30 | 30 | 0.02% | 0.57% | 1.14% | Q2 2016 | Q3 2023 | 30 |
Glassman Wealth Services | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
PARSONS CAPITAL MANAGEMENT INC/RI | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
FIRST MANHATTAN CO. LLC. | 30 | 30 | 0.01% | 0.07% | 0.26% | Q2 2016 | Q3 2023 | 30 |
Sandy Spring Bank | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
VALLEY NATIONAL ADVISERS INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
REAVES W H & CO INC | 30 | 30 | 1.08% | 3.39% | 5.99% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 30 | 30 | 0.05% | 0.12% | 0.45% | Q2 2016 | Q3 2023 | 30 |
KBC Group NV | 30 | 30 | 0.01% | 0.18% | 0.36% | Q2 2016 | Q3 2023 | 30 |
STATE STREET CORP | 30 | 30 | 0.10% | 0.21% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Altarock Partners | 30 | 30 | 3.43% | 20.40% | 38.63% | Q2 2016 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 30 | 30 | 0.05% | 0.13% | 0.28% | Q2 2016 | Q3 2023 | 30 |
PEOPLES BANK /OH | 30 | 30 | 0.15% | 0.26% | 0.40% | Q2 2016 | Q3 2023 | 30 |
Korea Investment CORP | 30 | 30 | 0.04% | 0.23% | 0.42% | Q2 2016 | Q3 2023 | 30 |
BESSEMER GROUP INC | 30 | 30 | 0.00% | 0.25% | 1.03% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Trust & Banking Corp | 30 | 30 | 0.07% | 0.17% | 0.30% | Q2 2016 | Q3 2023 | 30 |
COLONY GROUP LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.09% | 0.20% | 0.27% | Q2 2016 | Q3 2023 | 30 |
GABELLI FUNDS LLC | 30 | 30 | 0.16% | 0.24% | 0.36% | Q2 2016 | Q3 2023 | 30 |
S&CO INC | 30 | 30 | 0.44% | 0.86% | 1.19% | Q2 2016 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30 | 30 | 0.00% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 30 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 30 | 0.00% | 0.08% | 0.24% | Q2 2016 | Q3 2023 | 30 |
National Pension Service | 30 | 30 | 0.09% | 0.25% | 0.37% | Q2 2016 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
CKW FINANCIAL GROUP | 30 | 30 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 30 | 0.03% | 0.18% | 0.30% | Q2 2016 | Q3 2023 | 30 |
BAXTER BROS INC | 30 | 30 | 0.18% | 0.34% | 0.52% | Q2 2016 | Q3 2023 | 30 |
APG Asset Management N.V. | 30 | 30 | 0.09% | 0.23% | 0.36% | Q2 2016 | Q3 2023 | 30 |
Cranbrook Wealth Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
HARTFORD INVESTMENT MANAGEMENT CO | 30 | 30 | 0.02% | 0.22% | 0.33% | Q2 2016 | Q3 2023 | 30 |
TRUIST FINANCIAL CORP | 30 | 30 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 30 |
Gulf International Bank (UK) Ltd | 30 | 30 | 0.09% | 0.23% | 0.33% | Q2 2016 | Q3 2023 | 30 |
Checchi Capital Advisers, LLC | 30 | 30 | 0.04% | 0.09% | 0.15% | Q2 2016 | Q3 2023 | 30 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30 | 30 | 0.07% | 0.21% | 0.29% | Q2 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.00% | 0.06% | 0.22% | Q2 2016 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q3 2023 | 30 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 30 | 30 | 0.04% | 0.18% | 0.45% | Q2 2016 | Q3 2023 | 30 |
AMALGAMATED BANK | 30 | 30 | 0.08% | 0.19% | 0.29% | Q2 2016 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.04% | 0.09% | 0.14% | Q2 2016 | Q3 2023 | 30 |
GATEWAY INVESTMENT ADVISERS LLC | 30 | 30 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 30 |
BROWN BROTHERS HARRIMAN & CO | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Coronation Fund Managers Ltd. | 30 | 30 | 0.32% | 1.69% | 3.34% | Q2 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 30 | 30 | 0.09% | 0.20% | 0.28% | Q2 2016 | Q3 2023 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 30 | 30 | 0.01% | 0.11% | 0.49% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 30 | 30 | 0.06% | 0.21% | 0.43% | Q2 2016 | Q3 2023 | 30 |
CONNING INC. | 30 | 30 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
HARVEY CAPITAL MANAGEMENT INC | 30 | 30 | 0.42% | 0.89% | 1.50% | Q2 2016 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.08% | 0.17% | 0.33% | Q2 2016 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 30 | 30 | 0.02% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 30 |
PRINCIPAL FINANCIAL GROUP INC | 30 | 30 | 0.01% | 0.16% | 0.44% | Q2 2016 | Q3 2023 | 30 |
MOGY JOEL R INVESTMENT COUNSEL INC | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 30 | 30 | 0.03% | 0.07% | 0.09% | Q2 2016 | Q3 2023 | 30 |
PROFUND ADVISORS LLC | 30 | 30 | 0.17% | 0.33% | 0.51% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Asset Management Co., Ltd. | 30 | 30 | 0.07% | 0.18% | 0.28% | Q2 2016 | Q3 2023 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 30 | 30 | 0.02% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
Sumitomo Mitsui Trust Holdings, Inc. | 30 | 30 | 0.07% | 0.21% | 0.34% | Q2 2016 | Q3 2023 | 30 |
Focused Wealth Management, Inc | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
FRG Family Wealth Advisors LLC | 30 | 30 | 0.07% | 0.18% | 0.36% | Q2 2016 | Q3 2023 | 30 |
Swiss National Bank | 30 | 30 | 0.09% | 0.22% | 0.36% | Q2 2016 | Q3 2023 | 30 |
PRUDENTIAL FINANCIAL INC | 30 | 30 | 0.01% | 0.10% | 0.18% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
East Coast Asset Management, LLC. | 30 | 30 | 2.24% | 6.94% | 14.12% | Q2 2016 | Q3 2023 | 30 |
AVIVA PLC | 30 | 30 | 0.01% | 0.21% | 0.70% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.07% | 0.14% | 0.21% | Q2 2016 | Q3 2023 | 30 |
Hengistbury Investment Partners LLP | 30 | 30 | 6.94% | 24.14% | 45.55% | Q2 2016 | Q3 2023 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 30 | 30 | 0.03% | 0.10% | 0.25% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.07% | 0.17% | 0.24% | Q2 2016 | Q3 2023 | 30 |
GAMCO INVESTORS, INC. ET AL | 30 | 30 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
BRIDGER MANAGEMENT, LLC | 30 | 30 | 2.53% | 4.35% | 7.20% | Q2 2016 | Q3 2023 | 30 |
AXA S.A. | 30 | 30 | 0.00% | 0.07% | 0.22% | Q2 2016 | Q3 2023 | 30 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 30 | 30 | 0.08% | 0.19% | 0.28% | Q2 2016 | Q3 2023 | 30 |
BANK OF NOVA SCOTIA | 30 | 30 | 0.00% | 0.13% | 0.51% | Q2 2016 | Q3 2023 | 30 |
Capital International Investors | 30 | 30 | 0.14% | 0.93% | 1.98% | Q2 2016 | Q3 2023 | 30 |
Daiwa Securities Group Inc. | 30 | 30 | 0.03% | 0.08% | 0.16% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 30 |
Rafferty Asset Management, LLC | 30 | 30 | 0.02% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 30 | 30 | 0.00% | 0.05% | 0.30% | Q2 2016 | Q3 2023 | 30 |
Slate Path Capital LP | 30 | 30 | 2.93% | 9.20% | 15.21% | Q2 2016 | Q3 2023 | 30 |
Arizona State Retirement System | 30 | 30 | 0.04% | 0.19% | 0.29% | Q2 2016 | Q3 2023 | 30 |
SHELL ASSET MANAGEMENT CO | 30 | 30 | 0.01% | 0.08% | 0.21% | Q2 2016 | Q3 2023 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.09% | 0.20% | 0.29% | Q2 2016 | Q3 2023 | 30 |
FUKOKU MUTUAL LIFE INSURANCE Co | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
NORDEA INVESTMENT MANAGEMENT AB | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BloombergSen Inc. | 30 | 30 | 3.98% | 11.23% | 21.06% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.08% | 0.19% | 0.26% | Q2 2016 | Q3 2023 | 30 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 30 | 30 | 0.03% | 0.16% | 0.38% | Q2 2016 | Q3 2023 | 30 |
EAGLE CAPITAL MANAGEMENT LLC | 30 | 30 | 0.00% | 0.63% | 1.44% | Q2 2016 | Q3 2023 | 30 |
Utah Retirement Systems | 30 | 30 | 0.09% | 0.21% | 0.30% | Q2 2016 | Q3 2023 | 30 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 30 | 30 | 0.00% | 0.11% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Livforsakringsbolaget Skandia, Omsesidigt | 30 | 30 | 0.01% | 0.08% | 0.20% | Q2 2016 | Q3 2023 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
COMMERCE BANK | 30 | 30 | 0.01% | 0.12% | 0.35% | Q2 2016 | Q3 2023 | 30 |
JANUS HENDERSON GROUP PLC | 30 | 30 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 | 30 | 0.07% | 0.16% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Veritas Asset Management LLP | 30 | 30 | 5.89% | 9.55% | 13.32% | Q2 2016 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.06% | 0.23% | 0.36% | Q2 2016 | Q3 2023 | 30 |
Caption Management, LLC | 9 | 1 | 0.05% | 0.50% | 0.90% | Q4 2017 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.06% | 0.15% | 0.21% | Q2 2016 | Q3 2023 | 30 |
HARRIS ASSOCIATES L P | 30 | 30 | 0.94% | 2.94% | 4.48% | Q2 2016 | Q3 2023 | 30 |
REGIONS FINANCIAL CORP | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
GUGGENHEIM CAPITAL LLC | 30 | 30 | 0.04% | 0.17% | 0.25% | Q2 2016 | Q3 2023 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 30 | 30 | 0.00% | 0.04% | 0.44% | Q2 2016 | Q3 2023 | 30 |
PANAGORA ASSET MANAGEMENT INC | 30 | 30 | 0.01% | 0.02% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Meiji Yasuda Asset Management Co Ltd. | 30 | 30 | 0.03% | 0.16% | 0.30% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.11% | 0.25% | 0.38% | Q2 2016 | Q3 2023 | 30 |
Candriam S.C.A. | 30 | 30 | 0.01% | 0.09% | 0.22% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.07% | 0.16% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Sutton Wealth Advisors Inc. | 30 | 30 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
DODGE & COX | 30 | 30 | 1.55% | 2.63% | 3.76% | Q2 2016 | Q3 2023 | 30 |
Douglass Winthrop Advisors, LLC | 30 | 30 | 0.01% | 1.12% | 2.61% | Q2 2016 | Q3 2023 | 30 |
STRS OHIO | 30 | 30 | 0.07% | 0.15% | 0.29% | Q2 2016 | Q3 2023 | 30 |
TORONTO DOMINION BANK | 30 | 30 | 0.00% | 0.08% | 0.22% | Q2 2016 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 30 | 30 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Boston Trust Walden Corp | 30 | 30 | 0.08% | 0.21% | 0.31% | Q2 2016 | Q3 2023 | 30 |
Argyle Capital Management Inc. | 30 | 30 | 0.25% | 0.36% | 0.58% | Q2 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Allen Investment Management, LLC | 30 | 30 | 3.38% | 5.40% | 7.31% | Q2 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 30 | 30 | 0.00% | 0.12% | 0.47% | Q2 2016 | Q3 2023 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 30 | 30 | 0.08% | 0.18% | 0.32% | Q2 2016 | Q3 2023 | 30 |
ASSETMARK, INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
PITCAIRN CO | 30 | 30 | 0.04% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 30 | 30 | 0.00% | 0.10% | 0.97% | Q2 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.02% | 0.14% | 0.44% | Q2 2016 | Q3 2023 | 30 |
ClearBridge Investments | 30 | 30 | 0.08% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 30 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 30 | 30 | 0.02% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
STATE OF WISCONSIN INVESTMENT BOARD | 30 | 30 | 0.02% | 0.22% | 0.49% | Q2 2016 | Q3 2023 | 30 |
RWC Asset Management LLP | 30 | 30 | 0.16% | 2.42% | 4.53% | Q2 2016 | Q3 2023 | 30 |
BNP Paribas Asset Management Holding S.A. | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Cohen Capital Management, Inc. | 30 | 30 | 0.11% | 0.21% | 0.35% | Q2 2016 | Q3 2023 | 30 |
Norman Fields, Gottscho Capital Management, LLC | 30 | 30 | 1.04% | 1.84% | 2.67% | Q2 2016 | Q3 2023 | 30 |
FIL Ltd | 30 | 30 | 0.05% | 0.27% | 0.81% | Q2 2016 | Q3 2023 | 30 |
SEI INVESTMENTS CO | 30 | 30 | 0.04% | 0.14% | 0.25% | Q2 2016 | Q3 2023 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.06% | 0.29% | 0.50% | Q2 2016 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
CIBC Asset Management Inc | 30 | 30 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q3 2023 | 30 |
M&T BANK CORP | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
AMERICAN INTERNATIONAL GROUP, INC. | 30 | 30 | 0.02% | 0.11% | 0.19% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.26% | 0.41% | 0.58% | Q2 2016 | Q3 2023 | 30 |
ProShare Advisors LLC | 30 | 30 | 0.14% | 0.32% | 0.47% | Q2 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
State of Tennessee, Treasury Department | 29 | 29 | 0.02% | 0.17% | 0.33% | Q3 2016 | Q3 2023 | 29 |
Hosking Partners LLP | 29 | 29 | 0.09% | 0.27% | 0.46% | Q2 2016 | Q2 2023 | 29 |
Kistler-Tiffany Companies, LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
Nuveen Asset Management, LLC | 29 | 29 | 0.01% | 0.08% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Allworth Financial LP | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.13% | 0.75% | Q2 2017 | Q3 2022 | 29 |
Kentucky Retirement Systems | 29 | 29 | 0.10% | 0.25% | 0.37% | Q3 2016 | Q3 2023 | 29 |
FEDERATED HERMES, INC. | 29 | 29 | 0.00% | 0.04% | 0.15% | Q3 2016 | Q3 2023 | 29 |
Louisiana State Employees Retirement System | 29 | 29 | 0.13% | 0.20% | 0.34% | Q3 2016 | Q3 2023 | 29 |
CWM, LLC | 21 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Alberta Investment Management Corp | 28 | 1 | 0.01% | 0.17% | 0.34% | Q2 2016 | Q3 2023 | 29 |
Aureus Asset Management, LLC | 29 | 29 | 1.10% | 2.40% | 3.20% | Q3 2016 | Q3 2023 | 29 |
Texas Yale Capital Corp. | 29 | 29 | 0.18% | 0.32% | 0.51% | Q3 2016 | Q3 2023 | 29 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 29 | 29 | 0.08% | 0.22% | 0.38% | Q3 2016 | Q3 2023 | 29 |
Retirement Systems of Alabama | 29 | 29 | 0.04% | 0.18% | 0.34% | Q3 2016 | Q3 2023 | 29 |
CITY HOLDING CO | 29 | 29 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 29 |
BRADLEY FOSTER & SARGENT INC/CT | 16 | 13 | 0.01% | 0.04% | 0.11% | Q2 2016 | Q3 2023 | 29 |
Mirae Asset Global Investments Co., Ltd. | 29 | 29 | 0.01% | 0.12% | 0.24% | Q3 2016 | Q3 2023 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Tradewinds Capital Management, LLC | 29 | 29 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 29 | 29 | 0.06% | 0.12% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Pacer Advisors, Inc. | 19 | 10 | 0.01% | 0.19% | 0.37% | Q2 2016 | Q3 2023 | 29 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 9 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 29 |
MAI Capital Management | 27 | 2 | 0.00% | 0.10% | 0.36% | Q2 2016 | Q3 2023 | 29 |
North Star Investment Management Corp. | 17 | 12 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Chevy Chase Trust Holdings, LLC | 29 | 29 | 0.08% | 0.21% | 0.30% | Q3 2016 | Q3 2023 | 29 |
SENTRY INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.10% | 0.23% | 0.34% | Q3 2016 | Q3 2023 | 29 |
Johnson Financial Group, Inc. | 17 | 12 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 29 | 29 | 0.03% | 0.11% | 0.28% | Q3 2016 | Q3 2023 | 29 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.10% | 0.23% | 0.32% | Q3 2016 | Q3 2023 | 29 |
TEXAS PERMANENT SCHOOL FUND CORP | 29 | 29 | 0.07% | 0.18% | 0.27% | Q3 2016 | Q3 2023 | 29 |
Norinchukin Bank, The | 29 | 29 | 0.06% | 0.12% | 0.21% | Q3 2016 | Q3 2023 | 29 |
Advisors Asset Management, Inc. | 29 | 29 | 0.00% | 0.36% | 0.78% | Q3 2016 | Q3 2023 | 29 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 29 | 29 | 0.06% | 0.13% | 0.19% | Q3 2016 | Q3 2023 | 29 |
KING LUTHER CAPITAL MANAGEMENT CORP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Private Advisor Group, LLC | 26 | 3 | 0.01% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 29 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 2 | 0.05% | 0.10% | 0.22% | Q2 2016 | Q3 2023 | 29 |
Gradient Investments LLC | 24 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Kentucky Retirement Systems Insurance Trust Fund | 29 | 29 | 0.10% | 0.25% | 0.38% | Q3 2016 | Q3 2023 | 29 |
SEGALL BRYANT & HAMILL, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 29 |
Raymond James Financial Services Advisors, Inc. | 15 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.12% | 0.31% | 0.43% | Q2 2016 | Q3 2023 | 29 |
Veritable, L.P. | 29 | 29 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2023 | 29 |
SECURIAN ASSET MANAGEMENT, INC | 29 | 29 | 0.08% | 0.15% | 0.21% | Q3 2016 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 29 | 29 | 0.00% | 0.10% | 0.30% | Q3 2016 | Q3 2023 | 29 |
D'Orazio & Associates, Inc. | 29 | 29 | 0.05% | 0.11% | 0.16% | Q3 2016 | Q3 2023 | 29 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 29 | 29 | 0.00% | 0.03% | 0.16% | Q3 2016 | Q3 2023 | 29 |
GRAND JEAN CAPITAL MANAGEMENT INC | 28 | 28 | 1.25% | 4.19% | 7.24% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.15% | 0.29% | Q4 2016 | Q3 2023 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
BALDWIN BROTHERS LLC/MA | 28 | 28 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2023 | 28 |
Smithfield Trust Co | 28 | 28 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 28 |
PRUDENTIAL PLC | 15 | 13 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 28 |
SG Americas Securities, LLC | 19 | 4 | 0.02% | 0.07% | 0.13% | Q2 2016 | Q3 2023 | 28 |
Andra AP-fonden | 12 | 6 | 0.04% | 0.19% | 0.34% | Q2 2016 | Q3 2023 | 28 |
Capital International, Inc./CA/ | 28 | 28 | 0.13% | 0.73% | 1.66% | Q4 2016 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 24 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.02% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.08% | 0.18% | 0.30% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 26 | 2 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 28 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 20 | 8 | 0.00% | 0.36% | 0.84% | Q2 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 23 | 2 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.00% | 0.07% | 0.14% | Q2 2016 | Q1 2023 | 28 |
Verition Fund Management LLC | 9 | 1 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 28 |
Domani Wealth, LLC | 28 | 28 | 0.07% | 0.11% | 0.15% | Q2 2016 | Q1 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Raine Capital LLC | 28 | 28 | 0.68% | 11.04% | 43.38% | Q2 2016 | Q1 2023 | 28 |
WESTPORT ASSET MANAGEMENT INC | 28 | 28 | 1.03% | 1.54% | 2.12% | Q4 2016 | Q3 2023 | 28 |
Round Hill Asset Management | 28 | 28 | 2.04% | 3.26% | 4.20% | Q4 2016 | Q3 2023 | 28 |
COMERICA BANK | 27 | 1 | 0.01% | 0.10% | 0.16% | Q2 2016 | Q3 2023 | 28 |
Stockbridge Partners LLC | 22 | 6 | 1.07% | 6.30% | 11.20% | Q2 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Oakworth Capital, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27 | 1 | 0.02% | 0.20% | 0.52% | Q3 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.24% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Harbor Advisors LLC | 28 | 28 | 2.07% | 3.13% | 4.10% | Q4 2016 | Q3 2023 | 28 |
Hanson & Doremus Investment Management | 20 | 8 | 0.02% | 0.08% | 0.12% | Q3 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.03% | 0.37% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Onex Canada Asset Management Inc. | 26 | 1 | 0.16% | 1.19% | 4.16% | Q2 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
AQR Capital Management | 18 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q4 2022 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Sculptor Capital LP | 8 | 2 | 0.11% | 1.83% | 6.16% | Q2 2016 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 27 | 27 | 0.01% | 0.08% | 0.39% | Q2 2016 | Q4 2022 | 27 |
Rothschild & Co Wealth Management UK Ltd | 27 | 27 | 3.48% | 4.91% | 7.57% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.03% | 0.13% | 0.27% | Q1 2017 | Q3 2023 | 27 |
HALL LAURIE J TRUSTEE | 13 | 1 | 0.42% | 0.62% | 0.84% | Q2 2016 | Q3 2023 | 27 |
Private Capital Advisors, Inc. | 27 | 27 | 0.25% | 0.50% | 0.68% | Q2 2016 | Q4 2022 | 27 |
MACKENZIE FINANCIAL CORP | 25 | 2 | 0.00% | 0.11% | 0.40% | Q2 2016 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Ballentine Partners, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 27 |
NORGES BANK | 27 | 27 | 0.03% | 0.17% | 0.34% | Q2 2016 | Q4 2022 | 27 |
Vident Investment Advisory, LLC | 27 | 27 | 0.03% | 0.10% | 0.25% | Q4 2016 | Q2 2023 | 27 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.11% | 0.70% | Q2 2016 | Q2 2023 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2022 | 27 |
Pure Financial Advisors, LLC | 22 | 5 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q4 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 26 | 26 | 0.00% | 0.04% | 0.26% | Q2 2017 | Q3 2023 | 26 |
Zurich Insurance Group Ltd/FI | 26 | 26 | 0.19% | 0.50% | 1.70% | Q2 2016 | Q3 2022 | 26 |
Proficio Capital Partners LLC | 13 | 4 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.02% | 0.19% | Q2 2016 | Q3 2023 | 26 |
SHUFRO ROSE & CO LLC | 23 | 3 | 0.05% | 0.09% | 0.14% | Q2 2016 | Q3 2023 | 26 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.03% | 0.22% | 1.00% | Q2 2016 | Q3 2023 | 26 |
STEINBERG ASSET MANAGEMENT LLC | 26 | 26 | 0.22% | 2.14% | 4.24% | Q2 2016 | Q3 2022 | 26 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 5 | 0.01% | 0.19% | 0.52% | Q3 2016 | Q3 2023 | 26 |
Hudock, Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 26 |
Dorsey & Whitney Trust CO LLC | 26 | 26 | 0.02% | 0.12% | 0.24% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.14% | 0.26% | Q3 2016 | Q3 2023 | 26 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 26 | 26 | 0.04% | 0.20% | 0.37% | Q2 2016 | Q3 2022 | 26 |
Brahman Capital Corp. | 23 | 3 | 0.59% | 9.77% | 21.19% | Q2 2016 | Q3 2023 | 26 |
EATON VANCE MANAGEMENT | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2022 | 26 |
Asset Dedication, LLC | 26 | 26 | 0.05% | 0.15% | 0.34% | Q2 2017 | Q3 2023 | 26 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.20% | 0.61% | Q2 2016 | Q3 2023 | 26 |
STERLING INVESTMENT MANAGEMENT, LLC | 26 | 26 | 1.43% | 2.71% | 3.68% | Q2 2017 | Q3 2023 | 26 |
PEAK6 Group LLC | 9 | 9 | 0.00% | 0.07% | 0.33% | Q2 2016 | Q2 2018 | 26 |
Caprock Group, LLC | 26 | 26 | 0.04% | 0.07% | 0.08% | Q2 2017 | Q3 2023 | 26 |
ADVISOR PARTNERS LLC | 25 | 25 | 0.15% | 0.23% | 0.33% | Q2 2016 | Q2 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.29% | Q4 2016 | Q3 2023 | 25 |
DAVENPORT & Co LLC | 25 | 25 | 0.00% | 0.03% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Covington Capital Management | 24 | 1 | 0.02% | 0.08% | 0.11% | Q2 2016 | Q3 2022 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 25 |
EVERENCE CAPITAL MANAGEMENT INC | 21 | 4 | 0.07% | 0.26% | 0.45% | Q4 2016 | Q3 2023 | 25 |
Citizens Business Bank | 25 | 25 | 0.17% | 0.28% | 0.42% | Q2 2016 | Q2 2022 | 25 |
Miura Global Management | 13 | 8 | 0.39% | 5.11% | 15.73% | Q2 2016 | Q4 2021 | 25 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
GREENLEAF TRUST | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Sageworth Trust Co | 13 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Kemnay Advisory Services Inc. | 20 | 5 | 0.04% | 3.93% | 9.70% | Q2 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.19% | 0.55% | Q3 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 17 | 8 | 0.04% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 25 |
Tredje AP-fonden | 20 | 5 | 0.02% | 0.32% | 1.24% | Q2 2016 | Q3 2022 | 25 |
Calamos Advisors LLC | 25 | 25 | 0.02% | 0.07% | 0.18% | Q3 2016 | Q3 2022 | 25 |
Achmea Investment Management B.V. | 20 | 5 | 0.03% | 0.15% | 0.59% | Q1 2017 | Q3 2023 | 25 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
OLD SECOND NATIONAL BANK OF AURORA | 21 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
Deccan Value Investors L.P. | 24 | 24 | 6.48% | 15.90% | 25.71% | Q2 2016 | Q1 2022 | 24 |
Brinker Capital Investments, LLC | 14 | 10 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 24 |
Highlander Capital Management, LLC | 24 | 24 | 0.10% | 0.18% | 0.30% | Q4 2017 | Q3 2023 | 24 |
AMICA MUTUAL INSURANCE CO | 14 | 10 | 0.18% | 0.66% | 1.35% | Q2 2016 | Q3 2023 | 24 |
Sarasin & Partners LLP | 23 | 1 | 0.16% | 0.78% | 1.48% | Q1 2017 | Q1 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.04% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 24 |
IBM Retirement Fund | 24 | 24 | 0.15% | 0.24% | 0.35% | Q2 2016 | Q1 2022 | 24 |
BARINGS LLC | 24 | 24 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q1 2022 | 24 |
CALEDONIA INVESTMENTS PLC | 24 | 24 | 3.74% | 9.23% | 12.17% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.52% | 1.19% | Q2 2016 | Q2 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Oakcliff Capital Partners, LP | 24 | 24 | 8.70% | 15.83% | 23.80% | Q4 2017 | Q3 2023 | 24 |
KINGS POINT CAPITAL MANAGEMENT | 24 | 24 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2022 | 24 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 24 |
Baird Financial Group, Inc. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
TCI Fund Management | 24 | 24 | 3.13% | 23.19% | 38.42% | Q2 2016 | Q1 2022 | 24 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 24 | 24 | 0.52% | 1.05% | 1.49% | Q2 2016 | Q1 2022 | 24 |
OSTERWEIS CAPITAL MANAGEMENT INC | 24 | 24 | 0.89% | 2.70% | 6.38% | Q2 2016 | Q1 2022 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
RNC CAPITAL MANAGEMENT LLC | 14 | 10 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q2 2022 | 24 |
D.A. DAVIDSON & CO. | 19 | 5 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.10% | 0.16% | 0.24% | Q2 2016 | Q1 2022 | 24 |
Stratos Wealth Partners, LTD. | 19 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
GUYASUTA INVESTMENT ADVISORS INC | 24 | 24 | 0.66% | 1.52% | 2.13% | Q4 2017 | Q3 2023 | 24 |
Gemmer Asset Management LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 24 |
ONTARIO TEACHERS PENSION PLAN BOARD | 10 | 1 | 0.00% | 0.22% | 0.61% | Q2 2016 | Q3 2023 | 24 |
Amica Retiree Medical Trust | 14 | 10 | 0.22% | 0.76% | 1.64% | Q2 2016 | Q3 2023 | 24 |
AMERICAN CENTURY COMPANIES INC | 18 | 6 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 24 |
Tarbox Family Office, Inc. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2022 | 24 |
SALEM INVESTMENT COUNSELORS INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
Legacy Advisors, LLC | 23 | 1 | 0.02% | 0.22% | 0.45% | Q3 2017 | Q3 2023 | 24 |
PineBridge Investments, L.P. | 24 | 24 | 0.00% | 0.34% | 0.76% | Q3 2017 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.08% | 0.18% | 0.26% | Q4 2017 | Q3 2023 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
CONNABLE OFFICE INC | 20 | 4 | 0.19% | 0.43% | 0.84% | Q2 2016 | Q1 2023 | 24 |
FIDUCIARY TRUST CO | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
FARALLON CAPITAL MANAGEMENT LLC | 23 | 1 | 0.62% | 2.07% | 3.40% | Q2 2016 | Q3 2023 | 24 |
DUPONT CAPITAL MANAGEMENT CORP | 24 | 24 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q1 2023 | 24 |
TRUST CO OF VERMONT | 22 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Aravt Global | 23 | 23 | 8.69% | 12.64% | 16.46% | Q2 2016 | Q4 2021 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.10% | 0.60% | Q2 2016 | Q3 2023 | 23 |
Carroll Financial Associates, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2021 | 23 |
Gladstone Capital Management LLP | 23 | 23 | 1.89% | 11.13% | 18.78% | Q4 2016 | Q2 2022 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.38% | 8.47% | Q4 2016 | Q2 2022 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q4 2021 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.02% | 0.18% | 0.39% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisor Networks LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 16 | 7 | 0.00% | 0.11% | 0.34% | Q2 2016 | Q1 2022 | 23 |
WELCH & FORBES LLC | 23 | 23 | 0.00% | 0.11% | 0.24% | Q2 2016 | Q4 2021 | 23 |
LAZARD ASSET MANAGEMENT LLC | 20 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 21 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 23 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 4 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 23 |
Egerton Capital (UK) LLP | 15 | 8 | 3.52% | 8.03% | 14.00% | Q2 2016 | Q1 2022 | 23 |
FIRST QUADRANT LLC/CA | 23 | 23 | 0.04% | 0.16% | 0.38% | Q2 2016 | Q4 2021 | 23 |
Barrett Asset Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 23 |
ALLEN OPERATIONS LLC | 20 | 3 | 0.28% | 1.94% | 4.90% | Q3 2016 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.07% | 0.27% | Q2 2016 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
DELTA ASSET MANAGEMENT LLC/TN | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 23 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 14 | 9 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2022 | 23 |
ASPIRIANT, LLC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 23 |
People's United Financial, Inc. | 18 | 5 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q1 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.09% | 0.21% | 0.31% | Q1 2018 | Q3 2023 | 23 |
Lombard Odier Asset Management (Europe) Ltd | 16 | 1 | 0.03% | 0.19% | 1.88% | Q2 2016 | Q3 2022 | 22 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.24% | 2.84% | Q2 2016 | Q3 2023 | 22 |
Man Group plc | 20 | 2 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Mercer Capital Advisers, Inc. | 22 | 22 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q3 2021 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
Joel Isaacson & Co., LLC | 19 | 3 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 22 |
Alexandria Capital, LLC | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q3 2021 | 22 |
Eos Management, L.P. | 22 | 22 | 0.38% | 1.15% | 4.05% | Q2 2018 | Q3 2023 | 22 |
Investidor Profissional Gestao de Recursos Ltda. | 22 | 22 | 0.67% | 5.21% | 11.10% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
Gotham Asset Management, LLC | 19 | 3 | 0.00% | 0.25% | 0.69% | Q1 2017 | Q3 2023 | 22 |
First Pacific Advisors, LP | 22 | 22 | 2.13% | 3.90% | 5.31% | Q2 2018 | Q3 2023 | 22 |
World Asset Management Inc | 22 | 22 | 0.06% | 0.22% | 0.29% | Q2 2016 | Q3 2021 | 22 |
YHB Investment Advisors, Inc. | 22 | 22 | 0.10% | 0.18% | 0.24% | Q2 2018 | Q3 2023 | 22 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 21 |
DOLIVER ADVISORS, LP | 21 | 21 | 0.28% | 0.74% | 1.00% | Q4 2018 | Q4 2023 | 21 |
Global Endowment Management, LP | 21 | 21 | 0.05% | 0.60% | 1.48% | Q3 2016 | Q3 2021 | 21 |
Employees Retirement System of Texas | 20 | 1 | 0.03% | 0.18% | 0.41% | Q1 2017 | Q2 2022 | 21 |
QS Investors, LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q2 2021 | 21 |
Jackson, Grant Investment Advisers, Inc. | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
MISSION WEALTH MANAGEMENT, LP | 21 | 21 | 0.03% | 0.05% | 0.09% | Q2 2016 | Q2 2021 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.01% | 0.03% | 0.42% | Q1 2018 | Q1 2023 | 21 |
MOTCO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.04% | 0.09% | 0.17% | Q2 2016 | Q2 2021 | 21 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 4 | 0.01% | 0.12% | 0.56% | Q3 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Banco Santander, S.A. | 17 | 4 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 21 |
Goelzer Investment Management, Inc. | 21 | 21 | 0.02% | 0.30% | 0.43% | Q3 2018 | Q3 2023 | 21 |
REGENTATLANTIC CAPITAL LLC | 19 | 2 | 0.03% | 0.19% | 0.35% | Q2 2017 | Q3 2022 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ALTRINSIC GLOBAL ADVISORS LLC | 21 | 21 | 0.48% | 0.92% | 1.66% | Q3 2018 | Q3 2023 | 21 |
Financial Management Professionals, Inc. | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 21 |
ENTERPRISE FINANCIAL SERVICES CORP | 21 | 21 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2021 | 21 |
Meiji Yasuda Life Insurance Co | 20 | 1 | 0.01% | 0.08% | 0.38% | Q3 2017 | Q3 2023 | 21 |
BP PLC | 21 | 21 | 0.12% | 0.29% | 0.89% | Q2 2016 | Q2 2021 | 21 |
DOWLING & YAHNKE LLC | 16 | 1 | 0.02% | 0.14% | 0.28% | Q2 2016 | Q3 2022 | 21 |
Belpointe Asset Management LLC | 21 | 21 | 0.02% | 0.06% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Manchester Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.42% | 0.92% | Q3 2018 | Q3 2023 | 21 |
Penserra Capital Management LLC | 18 | 3 | 0.00% | 0.29% | 0.54% | Q2 2016 | Q3 2023 | 21 |
AMP Capital Investors Ltd | 21 | 21 | 0.08% | 0.16% | 0.24% | Q3 2016 | Q3 2021 | 21 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Rathbones Group PLC | 14 | 6 | 0.00% | 0.27% | 0.94% | Q4 2016 | Q4 2021 | 20 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.06% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Balentine LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 20 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 1.81% | 8.36% | 11.14% | Q4 2018 | Q3 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
PARADIGM ASSET MANAGEMENT CO LLC | 16 | 2 | 0.06% | 0.22% | 0.46% | Q4 2016 | Q3 2023 | 20 |
LS Investment Advisors, LLC | 20 | 20 | 0.03% | 0.10% | 0.17% | Q2 2016 | Q1 2021 | 20 |
St. Johns Investment Management Company, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 20 |
Burt Wealth Advisors | 20 | 20 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q4 2021 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BRIGHTON JONES LLC | 17 | 3 | 0.04% | 0.09% | 0.17% | Q2 2016 | Q2 2021 | 20 |
Odey Asset Management Group Ltd | 18 | 1 | 0.00% | 0.50% | 2.59% | Q3 2016 | Q1 2023 | 20 |
BANBURY PARTNERS LLC | 20 | 20 | 0.47% | 7.21% | 11.85% | Q2 2016 | Q1 2021 | 20 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 15 | 1 | 0.00% | 0.26% | 0.49% | Q4 2017 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BBVA USA Bancshares, Inc. | 20 | 20 | 0.21% | 0.35% | 0.48% | Q2 2016 | Q1 2021 | 20 |
CITIZENS FINANCIAL GROUP INC/RI | 10 | 10 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
INGALLS & SNYDER LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.12% | 0.35% | Q2 2016 | Q2 2023 | 20 |
CX Institutional | 20 | 20 | 0.01% | 0.07% | 0.35% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.14% | 0.24% | 0.32% | Q4 2017 | Q3 2022 | 20 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.26% | 0.79% | Q2 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Harvest Fund Management Co., Ltd | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
PRIVATE TRUST CO NA | 16 | 1 | 0.01% | 0.07% | 0.16% | Q2 2016 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
FIRST NATIONAL BANK OF OMAHA | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2022 | 19 |
Arden Trust Co | 19 | 19 | 0.09% | 0.24% | 0.39% | Q2 2019 | Q4 2023 | 19 |
Beaumont Financial Partners, LLC | 19 | 19 | 0.20% | 0.36% | 0.50% | Q1 2018 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 19 |
AlphaMark Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.07% | 0.10% | Q1 2017 | Q2 2022 | 19 |
HBK INVESTMENTS L P | 4 | 2 | 0.00% | 0.05% | 0.38% | Q2 2016 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 19 |
TIEDEMANN ADVISORS, LLC | 9 | 2 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 11 | 1 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.12% | 0.33% | Q1 2017 | Q3 2023 | 19 |
COZAD ASSET MANAGEMENT INC | 18 | 1 | 0.03% | 0.95% | 1.73% | Q2 2018 | Q3 2023 | 19 |
Tiger Eye Capital LLC | 19 | 19 | 0.05% | 1.52% | 5.33% | Q2 2016 | Q4 2020 | 19 |
W.G. Shaheen & Associates DBA Whitney & Co | 12 | 7 | 0.04% | 0.76% | 1.74% | Q1 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 19 |
Claar Advisors LLC | 10 | 9 | 0.24% | 2.75% | 7.64% | Q2 2016 | Q1 2022 | 19 |
Winslow, Evans & Crocker, Inc. | 19 | 19 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q4 2020 | 19 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q4 2021 | 19 |
FinTrust Capital Advisors, LLC | 13 | 6 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2021 | 19 |
MV CAPITAL MANAGEMENT, INC. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
FIRST HAWAIIAN BANK | 16 | 3 | 0.01% | 0.07% | 0.15% | Q3 2018 | Q3 2023 | 19 |
Mount Yale Investment Advisors, LLC | 15 | 15 | 0.00% | 0.11% | 0.22% | Q1 2018 | Q3 2021 | 19 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 19 | 19 | 0.16% | 0.47% | 1.42% | Q4 2018 | Q2 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
LITTLE HOUSE CAPITAL LLC | 10 | 9 | 0.11% | 0.24% | 0.40% | Q4 2018 | Q3 2023 | 19 |
Clarius Group, LLC | 19 | 19 | 0.04% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
TRUE Private Wealth Advisors | 19 | 19 | 0.00% | 0.06% | 0.10% | Q2 2016 | Q4 2020 | 19 |
Honeycomb Asset Management LP | 9 | 1 | 1.05% | 4.60% | 14.00% | Q4 2016 | Q4 2022 | 19 |
PEOPLES FINANCIAL SERVICES CORP. | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2021 | 19 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 19 | 19 | 0.00% | 1.78% | 4.17% | Q4 2017 | Q2 2022 | 19 |
Aperio Group, LLC | 19 | 19 | 0.12% | 0.17% | 0.26% | Q2 2016 | Q4 2020 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 18 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q2 2021 | 18 |
Concourse Capital Management, LLC | 15 | 15 | 3.38% | 6.49% | 9.69% | Q2 2016 | Q4 2019 | 18 |
JENNISON ASSOCIATES LLC | 11 | 2 | 0.00% | 0.38% | 1.34% | Q2 2016 | Q1 2022 | 18 |
Itau Unibanco Holding S.A. | 8 | 4 | 0.00% | 0.01% | 0.11% | Q1 2017 | Q1 2023 | 18 |
Wealthspire Advisors, L.P. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2020 | 18 |
OSSIAM | 13 | 5 | 0.00% | 0.17% | 0.59% | Q4 2018 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Natixis Investment Managers International | 12 | 3 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 18 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 18 |
MASON STREET ADVISORS, LLC | 18 | 18 | 0.17% | 0.21% | 0.26% | Q3 2016 | Q4 2020 | 18 |
Clearstead Advisors, LLC | 15 | 3 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 18 |
Arnhold LLC | 18 | 18 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q2 2022 | 18 |
Horizon Investments, LLC | 11 | 7 | 0.01% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2020 | 18 |
SVB WEALTH LLC | 16 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
Vigilant Capital Management, LLC | 17 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2023 | 18 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 18 | 18 | 1.53% | 2.40% | 3.38% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 18 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.84% | 3.05% | Q2 2016 | Q3 2023 | 18 |
Solstein Capital, LLC | 11 | 2 | 0.01% | 0.12% | 0.69% | Q2 2018 | Q3 2023 | 18 |
Banco BTG Pactual S.A. | 9 | 7 | 0.01% | 0.37% | 1.79% | Q3 2016 | Q4 2022 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q1 2021 | 18 |
CULLEN/FROST BANKERS, INC. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Delta Investment Management, LLC | 13 | 4 | 0.67% | 2.05% | 5.19% | Q4 2018 | Q3 2023 | 17 |
Vectors Research Management, LLC | 16 | 1 | 0.00% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Sound Income Strategies, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
ExodusPoint Capital Management, LP | 9 | 3 | 0.00% | 0.14% | 0.50% | Q1 2019 | Q3 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.04% | 0.26% | Q3 2019 | Q3 2023 | 17 |
ALLSTATE CORP | 17 | 17 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q4 2022 | 17 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 1 | 0.02% | 0.90% | 1.74% | Q2 2016 | Q1 2023 | 17 |
Weitz Investment Management | 13 | 4 | 0.10% | 0.26% | 1.24% | Q2 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 11 | 6 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 17 |
Longview Partners (Guernsey) LTD | 17 | 17 | 2.44% | 4.71% | 6.27% | Q4 2018 | Q4 2022 | 17 |
PINNACLE ASSOCIATES LTD | 14 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 9 | 1 | 0.02% | 0.69% | 1.55% | Q2 2016 | Q2 2023 | 17 |
Cohen Klingenstein LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q3 2023 | 17 |
Reynders McVeigh Capital Management, LLC | 10 | 7 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2020 | 17 |
ROTHSCHILD INVESTMENT LLC /IL | 16 | 1 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.07% | 0.16% | 0.24% | Q3 2019 | Q3 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.07% | 0.18% | 0.30% | Q1 2018 | Q1 2022 | 17 |
Consulta Ltd | 11 | 1 | 4.75% | 7.76% | 10.87% | Q2 2016 | Q2 2022 | 17 |
BRISTOL JOHN W & CO INC /NY/ | 17 | 17 | 1.54% | 2.36% | 3.25% | Q3 2019 | Q3 2023 | 17 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.04% | 0.20% | Q4 2018 | Q3 2023 | 17 |
Oxbow Advisors, LLC | 17 | 17 | 0.03% | 0.53% | 1.34% | Q2 2018 | Q2 2022 | 17 |
ING GROEP NV | 8 | 1 | 0.00% | 0.08% | 0.30% | Q2 2016 | Q4 2022 | 17 |
JFS WEALTH ADVISORS, LLC | 9 | 8 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 17 |
Engineers Gate Manager LP | 16 | 1 | 0.01% | 0.18% | 0.51% | Q3 2017 | Q1 2023 | 17 |
ADIRONDACK TRUST CO | 14 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 17 |
Cryder Capital Partners LLP | 17 | 17 | 9.54% | 11.68% | 14.13% | Q3 2019 | Q3 2023 | 17 |
Hickory Lane Capital Management LP | 10 | 10 | 0.82% | 2.34% | 6.52% | Q4 2020 | Q1 2023 | 17 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.04% | 0.18% | Q1 2016 | Q1 2021 | 17 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2023 | 17 |
GFI Investment Counsel Ltd. | 9 | 8 | 6.96% | 9.77% | 12.97% | Q1 2018 | Q2 2022 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.10% | 0.25% | 0.42% | Q4 2018 | Q4 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.80% | 1.09% | 1.39% | Q2 2017 | Q2 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
SOROS CAPITAL MANAGEMENT LLC | 16 | 16 | 1.32% | 2.83% | 6.35% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 10 | 6 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 16 |
MONTAG A & ASSOCIATES INC | 16 | 16 | 0.00% | 0.24% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Asset Management Group, Inc. | 16 | 16 | 0.07% | 0.22% | 0.36% | Q4 2017 | Q3 2021 | 16 |
Teton Capital Partners | 16 | 16 | 3.52% | 8.34% | 17.26% | Q2 2016 | Q1 2020 | 16 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.11% | 0.42% | Q3 2016 | Q1 2023 | 16 |
Fiera Capital Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.13% | 0.27% | 0.44% | Q4 2019 | Q3 2023 | 16 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 16 | 16 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q1 2020 | 16 |
South Dakota Investment Council | 11 | 5 | 0.01% | 0.08% | 0.35% | Q2 2018 | Q3 2023 | 16 |
PYA Waltman Capital, LLC | 16 | 16 | 1.66% | 3.92% | 6.80% | Q4 2019 | Q3 2023 | 16 |
Private Wealth Partners, LLC | 8 | 2 | 0.00% | 0.05% | 0.16% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.27% | 0.59% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.07% | 0.34% | 0.55% | Q4 2019 | Q3 2023 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.11% | 0.25% | 0.47% | Q2 2016 | Q1 2020 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.86% | 1.51% | 3.78% | Q4 2019 | Q3 2023 | 16 |
Jackson Square Partners, LLC | 16 | 16 | 0.38% | 1.91% | 3.06% | Q4 2018 | Q3 2022 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
WINTON GROUP Ltd | 8 | 4 | 0.01% | 0.25% | 0.95% | Q1 2017 | Q1 2022 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.06% | 0.24% | 0.63% | Q4 2018 | Q3 2022 | 16 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 16 | 0.03% | 0.06% | 0.23% | Q2 2016 | Q1 2020 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.06% | 0.11% | 0.21% | Q4 2018 | Q3 2022 | 16 |
FRED ALGER MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.17% | 0.50% | Q1 2017 | Q3 2023 | 16 |
Empirical Finance, LLC | 16 | 16 | 0.08% | 0.15% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
ZEKE CAPITAL ADVISORS, LLC | 13 | 1 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q4 2022 | 16 |
Pekin Hardy Strauss, Inc. | 15 | 1 | 0.03% | 0.08% | 0.48% | Q2 2018 | Q2 2022 | 16 |
TREMBLANT CAPITAL GROUP | 15 | 1 | 1.81% | 3.36% | 4.83% | Q2 2016 | Q3 2023 | 16 |
Steel Canyon Capital, LLC | 8 | 1 | 0.49% | 4.14% | 7.72% | Q4 2016 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.66% | 2.52% | Q3 2016 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.08% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 10 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 16 |
NATIXIS | 8 | 1 | 0.01% | 0.09% | 0.34% | Q2 2016 | Q4 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.10% | 0.24% | 0.53% | Q4 2019 | Q3 2023 | 16 |
EP Wealth Advisors, LLC | 9 | 2 | 0.00% | 0.03% | 0.19% | Q1 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
Arbor Wealth Management, LLC | 15 | 15 | 2.13% | 6.90% | 11.34% | Q2 2018 | Q4 2021 | 15 |
Capco Asset Management, LLC | 15 | 15 | 7.54% | 9.91% | 12.43% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Sustainable Insight Capital Management, LLC | 8 | 3 | 0.14% | 3.00% | 7.07% | Q4 2016 | Q3 2021 | 15 |
SouthState Corp | 15 | 15 | 0.07% | 0.24% | 0.38% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 5 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2021 | 15 |
Addison Capital Co | 12 | 3 | 0.20% | 0.50% | 1.39% | Q2 2016 | Q1 2020 | 15 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.10% | 0.18% | 0.36% | Q2 2019 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 11 | 4 | 0.01% | 0.32% | 0.73% | Q1 2017 | Q1 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MYDA Advisors LLC | 5 | 1 | 0.14% | 1.26% | 2.98% | Q4 2017 | Q3 2023 | 15 |
SFMG, LLC | 13 | 2 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 15 |
SG3 Management, LLC | 5 | 1 | 0.01% | 1.02% | 8.67% | Q4 2016 | Q4 2021 | 15 |
Doyle Wealth Management | 15 | 15 | 0.03% | 0.94% | 1.32% | Q1 2017 | Q3 2020 | 15 |
Morris Capital Advisors, LLC | 15 | 15 | 0.40% | 3.49% | 4.66% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
55I, LLC | 10 | 5 | 0.01% | 0.08% | 0.21% | Q4 2018 | Q3 2022 | 15 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.37% | 1.32% | Q2 2016 | Q1 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.09% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Diversified Trust Co | 6 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2023 | 15 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 15 | 15 | 0.32% | 2.18% | 3.05% | Q3 2018 | Q1 2022 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Sahana Capital Management LP | 15 | 15 | 6.02% | 17.23% | 32.40% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 15 |
RMB Capital Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q3 2016 | Q1 2020 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.21% | 0.30% | 0.39% | Q3 2016 | Q1 2020 | 15 |
First Eagle Investment Management, LLC | 8 | 7 | 0.00% | 0.02% | 0.17% | Q2 2016 | Q3 2023 | 15 |
EXANE DERIVATIVES | 11 | 4 | 0.01% | 0.12% | 0.44% | Q1 2018 | Q2 2022 | 15 |
Maven Securities LTD | 6 | 3 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
WADDELL & REED FINANCIAL INC | 6 | 1 | 0.01% | 0.13% | 0.28% | Q2 2016 | Q1 2021 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 15 |
COLDSTREAM CAPITAL MANAGEMENT INC | 11 | 4 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.08% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 15 |
BlueCrest Capital Management Ltd | 15 | 15 | 0.01% | 0.26% | 0.82% | Q2 2016 | Q4 2019 | 15 |
QVR LLC | 4 | 2 | 0.00% | 0.04% | 0.10% | Q4 2020 | Q2 2022 | 15 |
Zimmer Partners, LP | 9 | 2 | 0.07% | 1.16% | 2.87% | Q2 2016 | Q1 2023 | 15 |
Emerson Point Capital LP | 15 | 15 | 1.91% | 4.37% | 6.12% | Q4 2018 | Q2 2022 | 15 |
FIRST FOUNDATION ADVISORS | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.07% | 0.32% | 0.76% | Q1 2017 | Q3 2020 | 15 |
Heard Capital LLC | 15 | 15 | 0.04% | 0.11% | 0.28% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.00% | 0.15% | 1.21% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 1.32% | 1.70% | 2.05% | Q1 2020 | Q3 2023 | 15 |
BOKF, NA | 4 | 1 | 0.01% | 0.04% | 0.22% | Q3 2017 | Q3 2023 | 15 |
UNIVERSITY OF NOTRE DAME DU LAC | 10 | 5 | 1.40% | 3.98% | 8.09% | Q2 2016 | Q1 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Trust Co | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 15 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 4 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
Hudson Bay Capital Management LP | 3 | 1 | 0.00% | 0.11% | 0.47% | Q2 2016 | Q3 2023 | 14 |
Vantage Investment Partners, LLC | 14 | 14 | 0.69% | 1.37% | 2.85% | Q2 2018 | Q3 2021 | 14 |
Insight Wealth Strategies, LLC | 14 | 14 | 0.07% | 0.12% | 0.17% | Q4 2019 | Q1 2023 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
TOTH FINANCIAL ADVISORY CORP | 14 | 14 | 0.01% | 0.04% | 0.17% | Q2 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q2 2021 | 14 |
NuWave Investment Management, LLC | 9 | 1 | 0.00% | 0.50% | 1.48% | Q4 2017 | Q3 2022 | 14 |
Cribstone Capital Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Sepio Capital, LP | 13 | 1 | 0.02% | 0.20% | 0.44% | Q4 2018 | Q3 2022 | 14 |
GW&K Investment Management, LLC | 14 | 14 | 0.00% | 0.11% | 0.25% | Q2 2020 | Q3 2023 | 14 |
Tidal Investments LLC | 7 | 3 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 14 |
Circle Wealth Management, LLC | 14 | 14 | 0.02% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 14 | 14 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q4 2019 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cornerstone Advisors, LLC | 13 | 1 | 0.04% | 0.64% | 1.00% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.12% | 0.25% | 0.52% | Q2 2020 | Q3 2023 | 14 |
BOSTON FAMILY OFFICE LLC | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2021 | 14 |
LAKE STREET ADVISORS GROUP, LLC | 10 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 14 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.03% | 0.41% | 0.65% | Q4 2017 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.06% | 0.11% | 0.19% | Q2 2020 | Q3 2023 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2019 | 14 |
Ellevest, Inc. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 14 |
Sands Capital Management | 14 | 14 | 0.38% | 1.14% | 1.50% | Q2 2020 | Q3 2023 | 14 |
Fortis Advisors, LLC | 13 | 1 | 0.01% | 0.02% | 0.13% | Q1 2018 | Q1 2022 | 14 |
GQG Partners LLC | 6 | 1 | 0.00% | 2.19% | 4.29% | Q4 2016 | Q4 2021 | 14 |
Mariner, LLC | 7 | 7 | 0.01% | 0.09% | 0.30% | Q4 2017 | Q3 2023 | 14 |
Brandywine Global Investment Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.27% | Q4 2016 | Q3 2023 | 14 |
Municipal Employees' Retirement System of Michigan | 7 | 7 | 0.04% | 0.10% | 0.26% | Q4 2016 | Q2 2020 | 14 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q4 2021 | 14 |
Trust Asset Management LLC | 14 | 14 | 0.04% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CLEARARC CAPITAL INC | 14 | 14 | 0.20% | 0.26% | 0.33% | Q3 2016 | Q4 2019 | 14 |
CENTAURUS FINANCIAL, INC. | 14 | 14 | 0.09% | 0.36% | 0.66% | Q2 2020 | Q3 2023 | 14 |
Three Peaks Capital Management, LLC | 9 | 2 | 0.69% | 1.11% | 1.64% | Q2 2016 | Q4 2020 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 11 | 3 | 0.10% | 0.19% | 0.27% | Q4 2019 | Q3 2023 | 14 |
COUNTRY TRUST BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 14 |
BOSTON ADVISORS LLC | 14 | 14 | 0.01% | 0.11% | 0.40% | Q2 2016 | Q3 2019 | 14 |
Quantbot Technologies LP | 6 | 1 | 0.04% | 0.21% | 0.40% | Q3 2016 | Q2 2023 | 14 |
Fusion Capital, LLC | 13 | 1 | 0.17% | 0.32% | 0.53% | Q4 2019 | Q3 2023 | 14 |
Soroban Capital Partners LP | 8 | 3 | 0.67% | 3.37% | 6.88% | Q2 2016 | Q1 2021 | 14 |
Findlay Park Partners LLP | 8 | 6 | 0.59% | 1.12% | 2.02% | Q2 2016 | Q2 2022 | 14 |
3G Capital Partners | 9 | 5 | 1.52% | 11.05% | 23.18% | Q2 2016 | Q4 2019 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Orion Portfolio Solutions, LLC | 11 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
LaSalle Street Capital Management, LLC | 14 | 14 | 0.33% | 0.74% | 1.03% | Q2 2016 | Q3 2019 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q1 2021 | 14 |
AGF Investments LLC | 5 | 4 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q2 2022 | 14 |
Dakota Wealth Management | 14 | 14 | 0.06% | 0.71% | 1.66% | Q2 2020 | Q3 2023 | 14 |
CAPITAL GUARDIAN TRUST CO | 13 | 13 | 0.94% | 1.26% | 1.61% | Q2 2016 | Q2 2019 | 13 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 13 | 0.00% | 0.50% | 0.87% | Q3 2019 | Q3 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.04% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 13 |
HighVista Strategies LLC | 8 | 1 | 0.13% | 2.07% | 5.88% | Q2 2016 | Q3 2023 | 13 |
NumerixS Investment Technologies Inc | 11 | 2 | 0.05% | 0.53% | 1.21% | Q3 2016 | Q2 2020 | 13 |
INTEGRAL DERIVATIVES, LLC | 7 | 7 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q4 2017 | 13 |
Symmetry Investments LP | 10 | 10 | 0.19% | 1.18% | 3.04% | Q4 2020 | Q1 2023 | 13 |
Pennant Investors, LP | 13 | 13 | 5.56% | 8.80% | 14.36% | Q3 2018 | Q3 2021 | 13 |
ArrowMark Colorado Holdings LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 13 |
CS MCKEE LP | 13 | 13 | 0.35% | 0.50% | 0.70% | Q2 2016 | Q2 2019 | 13 |
TD Capital Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
Palisades Hudson Asset Management, L.P. | 12 | 1 | 0.12% | 0.15% | 0.20% | Q3 2019 | Q3 2023 | 13 |
STEADFAST CAPITAL MANAGEMENT LP | 7 | 6 | 0.01% | 1.91% | 3.74% | Q2 2020 | Q3 2023 | 13 |
Convergence Investment Partners, LLC | 11 | 1 | 0.02% | 0.16% | 0.43% | Q1 2018 | Q3 2023 | 13 |
First Personal Financial Services | 8 | 2 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q3 2022 | 13 |
ARS Investment Partners, LLC | 13 | 13 | 0.64% | 2.22% | 2.84% | Q3 2020 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 5 | 1 | 0.09% | 0.59% | 1.65% | Q4 2016 | Q3 2023 | 13 |
Foxhaven Asset Management, LP | 7 | 6 | 2.07% | 5.79% | 11.43% | Q2 2016 | Q3 2020 | 13 |
Douglas Lane & Associates, LLC | 12 | 1 | 0.01% | 0.95% | 1.88% | Q3 2017 | Q3 2023 | 13 |
HYMAN CHARLES D | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Cornerstone Advisors, Inc. | 13 | 13 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q2 2019 | 13 |
PGGM Investments | 8 | 5 | 0.01% | 0.18% | 0.43% | Q2 2020 | Q3 2023 | 13 |
Altium Wealth Management LLC | 13 | 13 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q2 2022 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EXENCIAL WEALTH ADVISORS, LLC | 11 | 2 | 0.46% | 0.77% | 1.16% | Q2 2020 | Q3 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 13 |
Rehmann Capital Advisory Group | 10 | 3 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2021 | 13 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 6 | 0.07% | 0.23% | 0.38% | Q2 2016 | Q4 2021 | 13 |
BAMCO INC /NY/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6 | 2 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q2 2019 | 13 |
Pendal Group Ltd | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Jeereddi Investments, LP | 13 | 13 | 1.01% | 2.00% | 6.28% | Q4 2019 | Q4 2022 | 13 |
LOOMIS SAYLES & CO L P | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 13 | 13 | 0.33% | 0.92% | 1.86% | Q4 2016 | Q4 2019 | 13 |
CSS LLC/IL | 3 | 1 | 0.00% | 0.04% | 0.15% | Q2 2016 | Q4 2022 | 13 |
Wealthspire Advisors, LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 13 |
Moors & Cabot, Inc. | 12 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 13 |
Selkirk Management LLC | 13 | 13 | 2.45% | 4.44% | 6.08% | Q4 2019 | Q4 2022 | 13 |
ARROW FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
Senator Investment Group LP | 7 | 1 | 1.07% | 5.29% | 11.58% | Q2 2016 | Q1 2020 | 13 |
Avestar Capital, LLC | 7 | 6 | 0.00% | 0.06% | 0.28% | Q4 2017 | Q3 2021 | 13 |
Fortis Capital Management LLC | 13 | 13 | 0.20% | 1.00% | 2.93% | Q3 2020 | Q3 2023 | 13 |
CHEMICAL BANK | 13 | 13 | 0.03% | 0.05% | 0.07% | Q2 2016 | Q2 2019 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2020 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q2 2019 | 13 |
ATALANTA SOSNOFF CAPITAL, LLC | 7 | 6 | 0.01% | 1.37% | 2.01% | Q2 2016 | Q2 2021 | 13 |
Mn Services Vermogensbeheer B.V. | 13 | 13 | 0.10% | 0.24% | 0.34% | Q2 2016 | Q2 2019 | 13 |
MEYER HANDELMAN CO | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 13 | 13 | 0.09% | 0.12% | 0.16% | Q2 2016 | Q2 2019 | 13 |
Keel Point, LLC | 11 | 2 | 0.03% | 0.06% | 0.12% | Q2 2016 | Q3 2021 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.13% | 0.30% | Q3 2016 | Q3 2019 | 13 |
Principal Street Partners, LLC | 13 | 13 | 0.09% | 0.22% | 0.39% | Q4 2019 | Q4 2022 | 13 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 7 | 1 | 0.06% | 0.23% | 0.34% | Q3 2006 | Q4 2019 | 13 |
Retirement Group, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Everett Capital Advisors UK LLP | 8 | 3 | 1.27% | 2.56% | 5.40% | Q4 2016 | Q3 2019 | 12 |
Vantage Consulting Group Inc | 12 | 12 | 0.01% | 0.16% | 0.34% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
HANCOCK WHITNEY CORP | 9 | 1 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2022 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.37% | 0.57% | 0.79% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.03% | 0.32% | 0.60% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.06% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Greenstone Partners & Co., LLC | 12 | 12 | 1.71% | 7.60% | 12.54% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
Capital International Sarl | 9 | 3 | 0.08% | 0.35% | 0.59% | Q1 2020 | Q3 2023 | 12 |
Summit Trail Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Rock Creek Group, LP | 10 | 2 | 0.00% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 12 |
WoodTrust Financial Corp | 11 | 1 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q4 2021 | 12 |
SPHERA FUNDS MANAGEMENT LTD. | 10 | 2 | 0.05% | 0.54% | 1.18% | Q2 2016 | Q3 2019 | 12 |
Boston Partners | 7 | 5 | 0.01% | 0.14% | 0.47% | Q2 2018 | Q3 2022 | 12 |
Manning & Napier Group, LLC | 12 | 12 | 0.01% | 1.10% | 1.94% | Q1 2020 | Q4 2022 | 12 |
Symmetry Partners, LLC | 8 | 4 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q4 2023 | 12 |
Verdence Capital Advisors LLC | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.02% | 0.19% | 0.46% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.07% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Spot Trading L.L.C | 4 | 4 | 0.02% | 0.11% | 0.36% | Q2 2016 | Q1 2017 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.16% | 0.39% | Q4 2016 | Q3 2019 | 12 |
Ancora Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.03% | 0.24% | 0.57% | Q4 2016 | Q3 2019 | 12 |
Nelson Capital Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 12 |
FIRST AMERICAN TRUST, FSB | 12 | 12 | 0.06% | 0.40% | 1.02% | Q3 2016 | Q2 2019 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2021 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 12 | 12 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2019 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.06% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 12 |
KIZE CAPITAL LP | 12 | 12 | 12.23% | 17.53% | 24.89% | Q4 2020 | Q3 2023 | 12 |
Zweig-DiMenna Associates LLC | 7 | 2 | 0.06% | 0.52% | 1.61% | Q2 2016 | Q2 2020 | 12 |
WEALTHSOURCE PARTNERS, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q1 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.01% | 0.09% | 0.53% | Q4 2017 | Q3 2020 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
TAURUS ASSET MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.06% | 0.06% | Q2 2016 | Q1 2019 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.09% | 0.13% | 0.16% | Q2 2016 | Q1 2019 | 12 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 7 | 1 | 0.03% | 0.10% | 0.31% | Q4 2017 | Q3 2023 | 12 |
LOEB PARTNERS CORP | 12 | 12 | 0.04% | 0.14% | 0.20% | Q2 2016 | Q1 2019 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Soros Fund Management | 4 | 3 | 0.05% | 0.21% | 0.38% | Q2 2016 | Q4 2020 | 12 |
CRITERION CAPITAL MANAGEMENT LLC | 10 | 10 | 0.89% | 3.79% | 6.20% | Q2 2016 | Q3 2018 | 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 12 | 0.00% | 0.26% | 0.45% | Q4 2018 | Q3 2021 | 12 |
Wealthstreet Investment Advisors, LLC | 9 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2021 | 12 |
THAMES CAPITAL MANAGEMENT LLC | 12 | 12 | 0.92% | 2.58% | 4.65% | Q2 2019 | Q1 2022 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.10% | 0.16% | 0.21% | Q2 2016 | Q1 2019 | 12 |
FIRST MERCANTILE TRUST CO | 12 | 12 | 0.14% | 0.19% | 0.25% | Q4 2018 | Q3 2021 | 12 |
Catalyst Capital Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 7 | 1 | 2.36% | 4.29% | 7.18% | Q2 2016 | Q4 2020 | 12 |
Winslow Capital Management, LLC | 11 | 1 | 0.00% | 0.79% | 2.09% | Q2 2016 | Q3 2020 | 12 |
HNP Capital LLC | 9 | 3 | 0.07% | 0.10% | 0.13% | Q2 2019 | Q2 2022 | 12 |
True North Advisors, LLC | 12 | 12 | 0.36% | 0.59% | 0.79% | Q2 2020 | Q1 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2021 | 12 |
P SCHOENFELD ASSET MANAGEMENT LP | 7 | 7 | 0.67% | 4.29% | 12.00% | Q2 2016 | Q4 2017 | 12 |
Perigon Wealth Management, LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
RELIANCE TRUST CO OF DELAWARE | 12 | 12 | 0.10% | 0.20% | 0.24% | Q2 2016 | Q1 2019 | 12 |
Venator Management LLC | 12 | 12 | 0.09% | 0.62% | 1.75% | Q4 2020 | Q3 2023 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q1 2020 | Q4 2022 | 12 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.17% | 0.54% | Q2 2016 | Q3 2023 | 12 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 12 |
Artisan Partners Limited Partnership | 7 | 2 | 0.00% | 0.07% | 0.14% | Q2 2016 | Q4 2020 | 11 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.16% | 0.49% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 11 |
HighPoint Advisor Group LLC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q2 2022 | 11 |
SPO ADVISORY CORP | 11 | 11 | 9.88% | 12.51% | 17.54% | Q2 2016 | Q4 2018 | 11 |
Summit Global Investments | 11 | 11 | 0.02% | 0.96% | 2.19% | Q3 2019 | Q1 2022 | 11 |
Oribel Capital Management, LP | 4 | 1 | 0.22% | 0.72% | 1.86% | Q4 2016 | Q2 2023 | 11 |
MinichMacGregor Wealth Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.00% | 0.16% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Empire Life Investments Inc. | 11 | 11 | 0.51% | 0.90% | 1.26% | Q4 2016 | Q2 2019 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Live Your Vision, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
JSF Financial, LLC | 7 | 4 | 0.11% | 0.22% | 0.30% | Q1 2019 | Q4 2021 | 11 |
Palestra Capital Management LLC | 6 | 1 | 0.70% | 4.23% | 7.43% | Q2 2016 | Q3 2023 | 11 |
WealthTrust-Arizona, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2018 | 11 |
INVERNESS COUNSEL LLC /NY/ | 6 | 5 | 0.01% | 0.87% | 2.47% | Q4 2016 | Q3 2021 | 11 |
INVESTMENT HOUSE LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
IBIS Capital Partners LLP | 8 | 3 | 5.12% | 7.80% | 11.11% | Q2 2016 | Q3 2019 | 11 |
STRATEGY ASSET MANAGERS LLC | 6 | 2 | 0.07% | 0.31% | 0.65% | Q4 2016 | Q4 2021 | 11 |
JACKSON SQUARE CAPITAL, LLC | 11 | 11 | 0.27% | 0.84% | 1.47% | Q4 2019 | Q2 2022 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.02% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 11 | 11 | 0.10% | 0.24% | 0.35% | Q1 2020 | Q3 2022 | 11 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.28% | 0.55% | 0.90% | Q4 2019 | Q2 2022 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q1 2022 | 11 |
Apollon Wealth Management, LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 11 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Roundview Capital LLC | 6 | 5 | 0.05% | 0.22% | 0.44% | Q4 2017 | Q1 2023 | 11 |
FRIESS ASSOCIATES LLC | 8 | 3 | 1.30% | 1.63% | 2.02% | Q2 2016 | Q1 2020 | 11 |
CLEARFIELD CAPITAL MANAGEMENT LP | 7 | 1 | 0.68% | 6.72% | 11.00% | Q2 2016 | Q1 2020 | 11 |
WESPAC Advisors SoCal, LLC | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 11 |
OBERNDORF WILLIAM E | 11 | 11 | 1.97% | 3.90% | 9.38% | Q4 2016 | Q2 2019 | 11 |
Third Point | 6 | 5 | 0.36% | 2.80% | 5.24% | Q2 2016 | Q2 2021 | 11 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 11 | 11 | 0.93% | 3.06% | 5.55% | Q4 2017 | Q2 2020 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.37% | 0.71% | Q4 2020 | Q2 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
CADIAN CAPITAL MANAGEMENT, LP | 8 | 3 | 0.83% | 2.65% | 5.33% | Q2 2016 | Q2 2020 | 11 |
BARR E S & CO | 11 | 11 | 0.22% | 1.24% | 2.13% | Q1 2021 | Q3 2023 | 11 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 11 |
Cedar Mountain Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.06% | 0.36% | Q4 2019 | Q3 2023 | 11 |
Private Ocean, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 11 |
Cypress Wealth Services, LLC | 11 | 11 | 0.25% | 0.27% | 0.32% | Q4 2017 | Q2 2020 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2021 | 11 |
HRS Investment Holdings, LLC | 11 | 11 | 0.62% | 0.72% | 0.79% | Q2 2016 | Q4 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Pratt Collard Advisory Partners LLC | 5 | 3 | 0.16% | 0.20% | 0.23% | Q4 2017 | Q2 2021 | 11 |
Teza Capital Management LLC | 4 | 1 | 0.03% | 0.17% | 0.36% | Q1 2017 | Q1 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 5 | 0.01% | 0.51% | 1.00% | Q3 2016 | Q2 2020 | 11 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.15% | 0.76% | Q2 2017 | Q3 2020 | 11 |
Qtron Investments LLC | 5 | 1 | 0.05% | 0.22% | 0.50% | Q4 2019 | Q3 2023 | 11 |
Epoch Investment Partners, Inc. | 5 | 1 | 0.00% | 0.49% | 1.30% | Q1 2017 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.15% | 0.42% | Q2 2016 | Q3 2023 | 10 |
AMERICAN NATIONAL BANK | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 10 |
Richmond Hill Investments, LLC | 10 | 10 | 7.19% | 13.76% | 21.95% | Q1 2020 | Q2 2022 | 10 |
First Capital Advisors Group, LLC. | 5 | 5 | 0.14% | 0.26% | 0.45% | Q4 2017 | Q2 2023 | 10 |
AMICA PENSION FUND BOARD OF TRUSTEES | 10 | 10 | 0.22% | 0.28% | 0.36% | Q2 2016 | Q3 2018 | 10 |
Clean Yield Group | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 10 |
CSM Advisors, LLC | 10 | 10 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.09% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Frontier Wealth Management LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2021 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2022 | 10 |
TDAM USA INC. | 10 | 10 | 0.04% | 0.30% | 0.75% | Q3 2019 | Q4 2021 | 10 |
PRAGMA GESTAO DE PATRIMONIO LTD | 10 | 10 | 9.91% | 11.47% | 13.47% | Q4 2019 | Q1 2022 | 10 |
Capital Investment Advisory Services, LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 10 |
SHAPIRO CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q3 2022 | 10 |
First Bank & Trust | 8 | 2 | 0.00% | 0.10% | 0.30% | Q4 2016 | Q2 2019 | 10 |
GENERAL AMERICAN INVESTORS CO INC | 10 | 10 | 0.27% | 0.49% | 0.68% | Q2 2016 | Q3 2018 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2020 | 10 |
HL FINANCIAL SERVICES LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 10 |
Tesco Pension Investment Ltd | 10 | 10 | 0.88% | 2.19% | 3.33% | Q4 2018 | Q1 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
PDT Partners, LLC | 5 | 1 | 0.02% | 0.35% | 0.63% | Q2 2016 | Q3 2022 | 10 |
B. Riley Wealth Advisors, Inc. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
Pinnacle Wealth Planning Services, Inc. | 9 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 10 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2018 | 10 |
Saba Capital Management, L.P. | 3 | 1 | 0.04% | 1.39% | 4.76% | Q1 2020 | Q3 2023 | 10 |
Robertson Stephens Wealth Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.11% | Q1 2020 | Q2 2022 | 10 |
ALPS ADVISORS INC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Zions Bancorporation | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q3 2018 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2010 | Q3 2023 | 10 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 6 | 4 | 2.72% | 6.88% | 10.41% | Q2 2016 | Q4 2020 | 10 |
Ergoteles LLC | 5 | 1 | 0.02% | 0.59% | 1.77% | Q3 2020 | Q2 2023 | 10 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2019 | 10 |
OKABENA INVESTMENT SERVICES INC | 10 | 10 | 1.11% | 2.23% | 3.25% | Q4 2019 | Q1 2022 | 10 |
Kore Private Wealth LLC | 8 | 2 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2021 | 10 |
USA FINANCIAL FORMULAS | 6 | 4 | 0.72% | 1.78% | 2.86% | Q4 2016 | Q4 2020 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.03% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q2 2022 | 10 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 10 |
BEACH INVESTMENT COUNSEL INC/PA | 9 | 1 | 0.28% | 0.79% | 1.19% | Q4 2019 | Q4 2022 | 10 |
Quinn Opportunity Partners LLC | 6 | 4 | 0.05% | 0.22% | 0.70% | Q2 2018 | Q2 2023 | 10 |
Willingdon Wealth Management | 8 | 2 | 0.00% | 0.86% | 1.78% | Q3 2017 | Q1 2020 | 10 |
SITTNER & NELSON, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
BlueSpruce Investments, LP | 10 | 10 | 3.19% | 10.00% | 12.68% | Q1 2020 | Q2 2022 | 10 |
C M BIDWELL & ASSOCIATES LTD | 8 | 1 | 0.01% | 0.16% | 0.49% | Q1 2019 | Q3 2022 | 10 |
Glenview Capital Management | 4 | 2 | 0.26% | 1.08% | 1.70% | Q2 2016 | Q3 2023 | 10 |
HWG Holdings LP | 5 | 2 | 0.01% | 0.22% | 0.90% | Q2 2019 | Q1 2022 | 10 |
Jump Financial, LLC | 4 | 2 | 0.02% | 0.12% | 0.26% | Q3 2020 | Q2 2023 | 10 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.28% | 0.37% | 0.62% | Q2 2018 | Q4 2020 | 10 |
Arlington Partners LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 10 |
SECOR Capital Advisors, LP | 3 | 1 | 0.02% | 0.10% | 0.24% | Q2 2016 | Q3 2018 | 10 |
Ironwood Financial, llc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Verde Servicos Internacionais S.A. | 5 | 1 | 0.33% | 3.51% | 8.19% | Q3 2017 | Q3 2021 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 10 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q1 2022 | 10 |
WENDELL DAVID ASSOCIATES INC | 9 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 10 |
Cider Mill Investments LP | 10 | 10 | 3.05% | 6.77% | 9.50% | Q4 2016 | Q1 2019 | 10 |
Pearl River Capital, LLC | 4 | 1 | 0.30% | 0.60% | 1.25% | Q4 2018 | Q4 2022 | 10 |
Capital Advisors, Ltd. LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 10 |
Waratah Capital Advisors Ltd. | 7 | 1 | 0.01% | 0.27% | 1.03% | Q3 2016 | Q1 2023 | 10 |
A.R.T. Advisors, LLC | 7 | 1 | 0.05% | 0.31% | 0.64% | Q2 2016 | Q4 2019 | 10 |
EVERETT HARRIS & CO /CA/ | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
SCOPUS ASSET MANAGEMENT, L.P. | 8 | 8 | 0.17% | 1.40% | 2.78% | Q2 2016 | Q1 2018 | 10 |
Coastline Trust Co | 10 | 10 | 0.06% | 0.08% | 0.15% | Q1 2020 | Q2 2022 | 10 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 9 |
GRANDFIELD & DODD, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2022 | 9 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Hound Partners | 7 | 2 | 0.98% | 4.36% | 6.45% | Q2 2016 | Q3 2018 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 9 |
Invst, LLC | 9 | 9 | 0.03% | 0.08% | 0.10% | Q1 2020 | Q1 2022 | 9 |
Eidelman Virant Capital | 9 | 9 | 0.37% | 1.04% | 1.64% | Q3 2020 | Q3 2022 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.17% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Vantage Investment Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2018 | 9 |
JUPITER ASSET MANAGEMENT LTD | 4 | 2 | 0.10% | 0.35% | 0.60% | Q3 2020 | Q2 2023 | 9 |
Orbis Allan Gray Ltd | 9 | 9 | 0.10% | 5.87% | 8.13% | Q2 2016 | Q2 2018 | 9 |
OppenheimerFunds, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.29% | 0.69% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Artemis Investment Management LLP | 5 | 2 | 0.02% | 0.06% | 0.16% | Q4 2016 | Q1 2022 | 9 |
MIROVA | 9 | 9 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q4 2022 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.07% | 0.14% | 0.24% | Q1 2020 | Q1 2022 | 9 |
Ardevora Asset Management LLP | 9 | 9 | 0.82% | 0.98% | 1.22% | Q3 2019 | Q3 2021 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2021 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 9 |
New Potomac Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2018 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Waldron Private Wealth LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
BRAVE ASSET MANAGEMENT INC | 7 | 2 | 0.07% | 0.08% | 0.10% | Q2 2016 | Q1 2022 | 9 |
Centerpoint Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Liberty Mutual Group Asset Management Inc. | 9 | 9 | 0.05% | 0.12% | 0.19% | Q3 2016 | Q3 2018 | 9 |
Baskin Financial Services Inc. | 9 | 9 | 1.32% | 2.32% | 2.74% | Q2 2020 | Q2 2022 | 9 |
Freshford Capital Management, LLC | 9 | 9 | 2.59% | 3.75% | 4.52% | Q2 2018 | Q2 2020 | 9 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.09% | 0.23% | Q3 2016 | Q2 2023 | 9 |
First PREMIER Bank | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
Biltmore Wealth Management, LLC | 9 | 9 | 0.09% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Chicago Capital, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Hunt Lane Capital LP | 5 | 1 | 1.33% | 5.98% | 19.16% | Q2 2016 | Q1 2021 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
Center for Financial Planning, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 9 |
STABLEFORD CAPITAL II LLC | 7 | 2 | 0.78% | 1.65% | 2.26% | Q1 2017 | Q1 2020 | 9 |
TIAA, FSB | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 9 |
Columbia Trust Co 01012016 | 7 | 2 | 0.13% | 0.66% | 1.01% | Q1 2020 | Q2 2022 | 9 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 9 | 9 | 0.11% | 0.30% | 0.38% | Q2 2016 | Q2 2018 | 9 |
CAXTON CORP | 6 | 3 | 0.16% | 0.43% | 0.82% | Q2 2019 | Q1 2022 | 9 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q1 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.07% | 0.11% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Bank Julius Baer & Co. Ltd, Zurich | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Grove Bank & Trust | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.13% | 0.31% | Q3 2017 | Q2 2022 | 9 |
Latimer Light Capital, L.P. | 8 | 8 | 2.62% | 6.59% | 8.76% | Q2 2016 | Q1 2018 | 9 |
Providence Capital Advisors, LLC | 5 | 4 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q4 2021 | 9 |
Southpoint Capital Advisors LP | 8 | 1 | 1.09% | 2.48% | 4.72% | Q1 2020 | Q3 2022 | 9 |
SIMON QUICK ADVISORS, LLC | 5 | 2 | 0.01% | 0.04% | 0.14% | Q3 2017 | Q3 2020 | 9 |
Hitchwood Capital Management LP | 3 | 1 | 0.57% | 2.19% | 3.92% | Q2 2016 | Q2 2021 | 9 |
Athanor Capital, LP | 9 | 9 | 0.07% | 0.20% | 0.38% | Q1 2019 | Q1 2021 | 9 |
OAK RIDGE INVESTMENTS LLC | 9 | 9 | 0.30% | 0.36% | 0.45% | Q1 2020 | Q1 2022 | 9 |
Marble Arch Investments | 9 | 9 | 3.80% | 9.67% | 13.84% | Q2 2016 | Q2 2018 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.03% | 0.24% | Q1 2020 | Q1 2023 | 8 |
White Elm Capital, LLC | 8 | 8 | 3.62% | 5.47% | 7.60% | Q2 2016 | Q1 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 8 |
Salzman Financial Management | 8 | 8 | 2.06% | 21.07% | 40.32% | Q4 2017 | Q3 2019 | 8 |
Newbrook Capital Advisors LP | 6 | 2 | 2.54% | 4.40% | 8.14% | Q2 2015 | Q3 2017 | 8 |
Weiss Multi-Strategy Advisers LLC | 4 | 4 | 0.03% | 0.11% | 0.15% | Q2 2016 | Q2 2018 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
BRINKER CAPITAL INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2020 | 8 |
PointState Capital LP | 4 | 1 | 0.02% | 0.83% | 3.49% | Q2 2016 | Q4 2020 | 8 |
Ulysses Management LLC | 8 | 8 | 0.07% | 2.27% | 4.47% | Q3 2019 | Q2 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 8 |
Redwood Investment Management, LLC | 8 | 8 | 0.13% | 0.23% | 0.48% | Q1 2020 | Q4 2021 | 8 |
ETRADE Capital Management LLC | 5 | 3 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2019 | 8 |
ALPHA WINDWARD LLC | 8 | 8 | 0.06% | 0.15% | 0.27% | Q4 2018 | Q3 2020 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.08% | 0.47% | Q1 2017 | Q4 2021 | 8 |
TCW GROUP INC | 6 | 2 | 0.03% | 0.20% | 0.30% | Q3 2016 | Q4 2020 | 8 |
WEALTHFRONT Corp | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.14% | 0.32% | Q1 2018 | Q1 2023 | 8 |
Graham Capital Management, L.P. | 4 | 2 | 0.02% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.22% | 0.51% | Q2 2021 | Q3 2023 | 8 |
Crestline Management, LP | 3 | 1 | 0.04% | 0.12% | 0.25% | Q3 2016 | Q4 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.18% | 0.24% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Mawer Investment Management Ltd. | 8 | 8 | 0.12% | 0.24% | 0.30% | Q3 2020 | Q2 2022 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.02% | 0.40% | 1.51% | Q4 2019 | Q2 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.08% | 0.39% | Q4 2022 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.75% | 1.89% | 3.83% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Family CFO Inc | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AMF Tjanstepension AB | 8 | 8 | 0.15% | 0.70% | 0.85% | Q2 2016 | Q1 2018 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TIGER GLOBAL MANAGEMENT LLC | 7 | 7 | 0.36% | 6.46% | 19.21% | Q2 2016 | Q4 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.00% | 0.26% | 0.50% | Q2 2016 | Q4 2021 | 8 |
Corbenic Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
KENFARB & CO. | 8 | 8 | 0.14% | 0.20% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Risk Paradigm Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2018 | 8 |
LMR Partners LLP | 4 | 1 | 0.00% | 0.16% | 0.48% | Q2 2016 | Q4 2019 | 8 |
Charles Carroll Financial Partners, LLC | 8 | 8 | 0.73% | 0.87% | 1.05% | Q4 2021 | Q3 2023 | 8 |
1834 INVESTMENT ADVISORS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Mount Capital Ltd | 8 | 8 | 0.62% | 0.74% | 0.90% | Q4 2021 | Q3 2023 | 8 |
GILDER GAGNON HOWE & CO LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Riverview Trust Co | 4 | 2 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
KCM INVESTMENT ADVISORS LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q1 2023 | 8 |
ADI CAPITAL MANAGEMENT LLC | 8 | 8 | 4.75% | 6.58% | 10.87% | Q2 2016 | Q1 2018 | 8 |
ALERUS FINANCIAL NA | 8 | 8 | 0.02% | 0.18% | 0.32% | Q1 2020 | Q4 2021 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.03% | 0.38% | 0.74% | Q2 2017 | Q2 2020 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Orbis Investment Management (U.S.), L.P. | 8 | 8 | 1.35% | 2.70% | 3.67% | Q2 2016 | Q1 2018 | 8 |
SYNTAX ADVISORS, LLC | 8 | 8 | 0.23% | 0.33% | 0.45% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Humankind Investments LLC | 6 | 2 | 0.11% | 0.17% | 0.40% | Q1 2021 | Q1 2023 | 8 |
Compagnie Lombard Odier SCmA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 8 |
GVO Asset Management Ltd | 5 | 1 | 2.38% | 5.76% | 7.40% | Q4 2017 | Q2 2021 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.08% | 0.20% | Q1 2017 | Q1 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.02% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
NorthRock Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Integrated Wealth Concepts LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
FORT, L.P. | 8 | 8 | 0.02% | 0.26% | 0.51% | Q4 2019 | Q3 2021 | 8 |
Anchor Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.14% | 0.16% | 0.17% | Q4 2017 | Q3 2019 | 8 |
Alpha Paradigm Partners, LLC | 8 | 8 | 0.07% | 0.14% | 0.21% | Q1 2021 | Q4 2022 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 8 |
Perpetual Ltd | 4 | 1 | 0.01% | 0.45% | 0.89% | Q3 2016 | Q1 2023 | 8 |
FORA Capital, LLC | 2 | 1 | 0.24% | 0.74% | 1.14% | Q4 2019 | Q2 2023 | 8 |
Game Creek Capital, LP | 4 | 1 | 0.41% | 0.89% | 1.62% | Q4 2017 | Q4 2021 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.17% | 0.58% | 1.00% | Q4 2019 | Q3 2021 | 8 |
Sciencast Management LP | 3 | 1 | 0.13% | 0.42% | 0.91% | Q1 2018 | Q2 2022 | 8 |
RMR Wealth Builders | 6 | 1 | 0.05% | 0.11% | 0.19% | Q4 2019 | Q1 2022 | 8 |
Ironvine Capital Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2022 | 8 |
Integrated Advisors Network LLC | 7 | 1 | 0.02% | 0.07% | 0.18% | Q2 2020 | Q3 2022 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Crewe Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 8 |
Resolute Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Catamount Wealth Management | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 8 |
Graypoint LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 8 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.01% | 0.46% | 0.78% | Q3 2016 | Q3 2021 | 8 |
Connecticut Wealth Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2021 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 8 |
TPI Fund Managers Ltd | 8 | 8 | 1.49% | 2.48% | 3.34% | Q2 2019 | Q1 2021 | 8 |
Woodline Partners LP | 3 | 1 | 0.09% | 0.35% | 1.05% | Q1 2020 | Q3 2023 | 8 |
Abbrea Capital, LLC | 7 | 1 | 0.04% | 0.05% | 0.07% | Q1 2018 | Q2 2022 | 8 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 1 | 0.02% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 6 | 2 | 0.03% | 0.14% | 0.31% | Q1 2019 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 5 | 1 | 0.08% | 0.37% | 0.96% | Q4 2020 | Q2 2023 | 8 |
Lone Pine Capital | 7 | 7 | 1.24% | 5.80% | 9.76% | Q2 2016 | Q4 2017 | 8 |
Seelaus Asset Management LLC | 8 | 8 | 0.11% | 0.35% | 0.59% | Q1 2020 | Q4 2021 | 8 |
Global X Management CO LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q2 2018 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.03% | 0.41% | 0.96% | Q2 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2020 | 7 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2017 | 7 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 7 | 7 | 0.79% | 1.91% | 3.37% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Night Owl Capital Management, LLC | 7 | 7 | 1.17% | 3.31% | 4.37% | Q2 2016 | Q4 2017 | 7 |
FT Options LLC | 3 | 3 | 0.00% | 0.14% | 0.43% | Q2 2016 | Q4 2016 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.22% | 0.92% | Q3 2016 | Q3 2023 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.00% | 0.24% | 0.66% | Q4 2018 | Q3 2022 | 7 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.26% | 1.01% | Q4 2017 | Q4 2020 | 7 |
MUFG Americas Holdings Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 6 | 1 | 0.11% | 0.28% | 0.58% | Q1 2018 | Q1 2021 | 7 |
Varma Mutual Pension Insurance Co | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.46% | 0.72% | 0.92% | Q2 2020 | Q4 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CAMBRIDGE TRUST CO | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 7 |
Blue Ridge Capital, L.L.C. | 7 | 7 | 4.28% | 5.55% | 7.28% | Q2 2016 | Q4 2017 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 7 |
CENTRAL BANK & TRUST CO | 5 | 1 | 0.00% | 0.30% | 0.82% | Q2 2016 | Q3 2023 | 7 |
Tekne Capital Management, LLC | 7 | 7 | 4.28% | 6.86% | 9.48% | Q2 2016 | Q4 2017 | 7 |
MARTIN CURRIE LTD | 7 | 7 | 0.30% | 0.54% | 0.72% | Q2 2016 | Q4 2017 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bollard Group LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Railway Pension Investments Ltd | 5 | 2 | 0.06% | 0.12% | 0.15% | Q4 2019 | Q4 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 7 |
MBM Wealth Consultants, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2020 | 7 |
WOLFF WIESE MAGANA LLC | 4 | 3 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2023 | 7 |
NewSquare Capital LLC | 5 | 2 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2021 | 7 |
Walker Asset Management, LLC | 4 | 3 | 0.16% | 0.22% | 0.32% | Q4 2021 | Q4 2023 | 7 |
MIG Capital, LLC | 7 | 7 | 3.47% | 3.87% | 4.13% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q2 2022 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
ROCKEFELLER FINANCIAL SERVICES INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2017 | 7 |
TIFF ADVISORY SERVICES, LLC | 7 | 7 | 4.88% | 5.74% | 6.81% | Q3 2020 | Q1 2022 | 7 |
Highland Private Wealth Management | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 7 |
Armbruster Capital Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 4 | 3 | 0.02% | 0.11% | 0.21% | Q3 2017 | Q4 2021 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Chesapeake Wealth Management | 6 | 1 | 0.10% | 0.20% | 0.33% | Q1 2018 | Q3 2021 | 7 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2018 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Meru Capital Group, LP | 6 | 1 | 5.01% | 8.61% | 12.20% | Q2 2016 | Q1 2018 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Destination Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
GLG Partners LP | 6 | 6 | 0.01% | 0.17% | 0.33% | Q2 2016 | Q3 2017 | 7 |
United Asset Strategies, Inc. | 4 | 3 | 0.14% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 7 |
BlueDrive Global Investors LLP | 7 | 7 | 5.65% | 11.06% | 16.15% | Q4 2017 | Q2 2019 | 7 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.08% | 0.49% | 1.02% | Q2 2020 | Q4 2022 | 7 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 7 | 7 | 0.26% | 0.32% | 0.35% | Q3 2016 | Q1 2018 | 7 |
Blueshift Asset Management, LLC | 2 | 1 | 0.07% | 0.42% | 0.86% | Q4 2018 | Q1 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.31% | 0.40% | 0.52% | Q4 2020 | Q2 2022 | 7 |
Lenox Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q1 2022 | 7 |
Geller Advisors LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 7 |
Cinctive Capital Management LP | 6 | 1 | 0.06% | 0.33% | 0.62% | Q2 2021 | Q1 2023 | 7 |
SEARLE & CO. | 7 | 7 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q1 2022 | 7 |
Port Capital LLC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 7 |
Knights of Columbus Asset Advisors LLC | 5 | 2 | 0.06% | 0.48% | 0.73% | Q4 2019 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.06% | 0.10% | 0.15% | Q3 2019 | Q1 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 7 |
Capital Planning Advisors, LLC | 7 | 7 | 0.10% | 0.24% | 0.32% | Q3 2020 | Q1 2022 | 7 |
CastleKnight Management LP | 5 | 5 | 0.07% | 0.38% | 0.95% | Q3 2022 | Q3 2023 | 7 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 5 | 2 | 0.14% | 2.40% | 4.11% | Q2 2016 | Q2 2022 | 7 |
Aaron Wealth Advisors LLC | 7 | 7 | 0.01% | 0.11% | 0.17% | Q1 2021 | Q3 2022 | 7 |
GLG LLC | 7 | 7 | 0.23% | 0.27% | 0.37% | Q2 2016 | Q4 2017 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.16% | 0.37% | Q2 2016 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TWIN CAPITAL MANAGEMENT INC | 4 | 3 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q1 2021 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.09% | Q4 2016 | Q2 2021 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.13% | 0.17% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Gunderson Capital Management Inc. | 7 | 7 | 3.12% | 3.89% | 4.78% | Q3 2019 | Q1 2021 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q3 2021 | 7 |
Ameritas Advisory Services, LLC | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 7 |
TODD ASSET MANAGEMENT LLC | 4 | 3 | 0.38% | 0.48% | 0.60% | Q3 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Zeno Research, LLC | 4 | 1 | 3.38% | 5.81% | 8.09% | Q4 2020 | Q3 2023 | 7 |
MU Investments Co., Ltd. | 7 | 7 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q4 2017 | 7 |
Meridian Wealth Management, LLC | 3 | 1 | 0.04% | 0.13% | 0.30% | Q4 2018 | Q2 2022 | 7 |
Dorsey Wright & Associates | 7 | 7 | 0.48% | 0.84% | 1.25% | Q2 2019 | Q4 2020 | 7 |
Assured Investment Management LLC | 5 | 2 | 0.00% | 0.55% | 1.29% | Q1 2017 | Q1 2019 | 7 |
Fairbanks Capital Management, Inc. | 7 | 7 | 0.44% | 0.52% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Wolf Group Capital Advisors | 7 | 7 | 0.30% | 0.40% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Hillsdale Investment Management Inc. | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 6 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 6 | 6 | 0.24% | 5.74% | 17.65% | Q4 2017 | Q1 2019 | 6 |
PROFFITT & GOODSON INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Blume Capital Management, Inc. | 5 | 1 | 0.00% | 0.17% | 0.71% | Q4 2016 | Q4 2022 | 6 |
DF DENT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Lancaster Investment Management | 6 | 6 | 4.05% | 5.69% | 7.03% | Q4 2018 | Q1 2020 | 6 |
NIPPON LIFE INSURANCE CO | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2017 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 4 | 2 | 0.61% | 1.83% | 5.29% | Q2 2017 | Q3 2021 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 6 |
Aveo Capital Partners, LLC | 5 | 1 | 0.03% | 0.14% | 0.18% | Q1 2019 | Q4 2022 | 6 |
LVW Advisors, LLC | 4 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q1 2023 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.13% | 0.19% | 0.27% | Q2 2017 | Q4 2019 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 6 | 0.08% | 0.11% | 0.13% | Q3 2016 | Q4 2017 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 6 |
State of Wyoming | 6 | 6 | 0.13% | 0.37% | 0.76% | Q1 2021 | Q2 2022 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 6 | 0.03% | 0.16% | 0.46% | Q1 2022 | Q2 2023 | 6 |
CLOVERFIELDS CAPITAL GROUP, LP | 6 | 6 | 0.59% | 0.85% | 1.10% | Q4 2020 | Q1 2022 | 6 |
VISTA INVESTMENT MANAGEMENT | 6 | 6 | 0.14% | 0.40% | 0.61% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Czech National Bank | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Covey Capital Advisors, LLC | 6 | 6 | 2.01% | 3.06% | 5.83% | Q2 2022 | Q3 2023 | 6 |
Waverly Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q4 2017 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.08% | 0.16% | 0.24% | Q2 2018 | Q3 2019 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.05% | 0.39% | 0.77% | Q1 2020 | Q4 2022 | 6 |
BTG Pactual Global Asset Management Ltd | 6 | 6 | 0.83% | 2.61% | 4.86% | Q2 2016 | Q3 2017 | 6 |
QCM Cayman, Ltd. | 3 | 1 | 0.27% | 0.74% | 1.56% | Q1 2018 | Q4 2021 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2022 | 6 |
Global Wealth Management Investment Advisory, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Ratan Capital Management LP | 4 | 2 | 3.71% | 10.19% | 24.51% | Q2 2016 | Q4 2017 | 6 |
DSAM Partners (London) Ltd | 4 | 2 | 1.89% | 4.19% | 7.08% | Q2 2016 | Q3 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
Noble Path Asset Management LP | 6 | 6 | 1.59% | 4.59% | 8.92% | Q4 2021 | Q1 2023 | 6 |
L & S Advisors Inc | 3 | 1 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q3 2021 | 6 |
Systematic Alpha Investments, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Machina Capital S.A.S. | 5 | 1 | 0.00% | 0.47% | 1.12% | Q4 2018 | Q1 2023 | 6 |
COWEN INC. | 4 | 1 | 0.01% | 0.26% | 1.05% | Q2 2016 | Q2 2018 | 6 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.14% | 0.37% | 1.08% | Q4 2018 | Q2 2019 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 6 | 6 | 0.08% | 0.68% | 1.26% | Q1 2022 | Q2 2023 | 6 |
BURNEY CO/ | 4 | 2 | 0.01% | 0.18% | 0.34% | Q4 2017 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
LGT Fund Management Co Ltd. | 6 | 6 | 0.33% | 0.76% | 1.33% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Regent Peak Wealth Advisors LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.08% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.10% | 0.38% | 0.46% | Q3 2016 | Q4 2017 | 6 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.04% | 0.19% | Q4 2019 | Q1 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
FULTON BANK, N.A. | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 6 |
ARGENT TRUST Co | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Bristlecone Advisors, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q3 2016 | Q4 2017 | 6 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.04% | 0.15% | Q4 2021 | Q2 2023 | 6 |
Parametrica Management Ltd | 3 | 1 | 0.10% | 0.40% | 1.09% | Q3 2017 | Q1 2022 | 6 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 6 |
Enlightenment Research, LLC | 2 | 1 | 0.39% | 1.41% | 2.97% | Q4 2018 | Q3 2022 | 6 |
Bluefin Trading, LLC | 2 | 2 | 0.02% | 0.71% | 2.61% | Q3 2016 | Q4 2016 | 6 |
Neuberger Berman Canada ULC | 6 | 6 | 0.14% | 0.28% | 0.46% | Q2 2016 | Q3 2017 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
OSKIE CAPITAL MANAGEMENT, LLC | 6 | 6 | 2.70% | 5.71% | 8.87% | Q2 2016 | Q3 2017 | 6 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 6 | 6 | 0.20% | 0.44% | 1.01% | Q2 2016 | Q3 2017 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q4 2017 | 6 |
AIA Group Ltd | 5 | 1 | 0.01% | 0.06% | 0.24% | Q4 2020 | Q3 2022 | 6 |
GAM Holding AG | 6 | 6 | 0.02% | 0.15% | 0.20% | Q2 2016 | Q3 2017 | 6 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2023 | 6 |
BSW Wealth Partners | 6 | 6 | 0.07% | 0.08% | 0.11% | Q1 2021 | Q2 2022 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.17% | 0.30% | Q4 2020 | Q3 2023 | 6 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2021 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 6 |
III Capital Management | 3 | 1 | 0.05% | 0.41% | 1.24% | Q3 2019 | Q3 2023 | 6 |
New Capital Management LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.10% | 0.17% | 0.24% | Q4 2020 | Q1 2022 | 6 |
Wellington Shields Capital Management, LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q1 2017 | Q2 2018 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Homrich & Berg | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
HOWE & RUSLING INC | 4 | 2 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q1 2023 | 6 |
Fortress Investment Group LLC | 6 | 6 | 0.13% | 0.74% | 0.95% | Q2 2016 | Q3 2017 | 6 |
Jacobus Wealth Management, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2017 | 6 |
SAMLYN CAPITAL, LLC | 4 | 2 | 0.37% | 0.85% | 1.49% | Q2 2016 | Q2 2018 | 6 |
West Oak Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q4 2019 | 6 |
ALPHASIMPLEX GROUP, LLC | 6 | 6 | 0.29% | 0.83% | 1.32% | Q3 2020 | Q4 2021 | 6 |
Hutchin Hill Capital, LP | 5 | 5 | 0.03% | 0.19% | 0.33% | Q3 2016 | Q3 2017 | 6 |
Interchange Capital Partners, LLC | 3 | 1 | 0.08% | 0.24% | 0.34% | Q4 2020 | Q1 2023 | 6 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 6 | 6 | 1.40% | 2.25% | 2.63% | Q2 2016 | Q3 2017 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.04% | 0.71% | 1.05% | Q4 2019 | Q1 2021 | 6 |
Archford Capital Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 6 | 6 | 0.97% | 2.41% | 4.10% | Q2 2016 | Q3 2017 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2016 | Q3 2017 | 6 |
Voyager Global Management LP | 6 | 6 | 6.15% | 9.94% | 13.76% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.04% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2017 | 6 |
Leucadia National | 3 | 1 | 0.00% | 0.05% | 0.17% | Q4 2016 | Q2 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q2 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Paradigm Financial Advisors, LLC | 6 | 6 | 0.13% | 0.25% | 0.31% | Q2 2020 | Q3 2021 | 6 |
Junto Capital Management LP | 2 | 1 | 0.20% | 1.65% | 4.12% | Q2 2016 | Q1 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.11% | 0.18% | Q2 2016 | Q1 2019 | 6 |
AO Asset Management, LP | 6 | 6 | 1.47% | 3.12% | 5.79% | Q2 2016 | Q3 2017 | 6 |
Field & Main Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CHICAGO EQUITY PARTNERS LLC | 4 | 2 | 0.02% | 0.07% | 0.28% | Q2 2016 | Q1 2020 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.92% | 1.62% | 1.86% | Q2 2016 | Q3 2017 | 6 |
Border to Coast Pensions Partnership Ltd | 6 | 6 | 0.27% | 0.46% | 0.66% | Q2 2021 | Q3 2022 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 1 | 0.09% | 0.26% | 0.41% | Q2 2016 | Q2 2019 | 6 |
Roberts Wealth Advisors, LLC | 4 | 2 | 0.09% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 6 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q2 2016 | Q2 2017 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.30% | 0.69% | 1.10% | Q3 2022 | Q3 2023 | 5 |
Aperture Investors, LLC | 5 | 5 | 0.39% | 1.42% | 2.36% | Q4 2019 | Q4 2020 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Capital Analysts, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.05% | 0.42% | 0.96% | Q3 2016 | Q1 2018 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Bellecapital International Ltd. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Sunflower Bank, N.A. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Jafra Capital Management LP | 4 | 1 | 0.75% | 2.02% | 3.86% | Q4 2016 | Q2 2018 | 5 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 1 | 0.00% | 0.61% | 0.93% | Q2 2016 | Q3 2021 | 5 |
First Command Bank | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 5 |
First Command Financial Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 5 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 5 | 5 | 0.17% | 0.67% | 1.08% | Q3 2016 | Q3 2017 | 5 |
LORD, ABBETT & CO. LLC | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2018 | 5 |
Virtu KCG Holdings LLC | 5 | 5 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q2 2017 | 5 |
CARLSON CAPITAL L P | 5 | 5 | 0.21% | 0.34% | 0.54% | Q1 2020 | Q1 2021 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q4 2021 | 5 |
Cunning Capital Partners, LP | 4 | 1 | 0.95% | 1.84% | 4.69% | Q1 2020 | Q1 2023 | 5 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.94% | 2.07% | 2.95% | Q4 2020 | Q4 2021 | 5 |
Sound View Wealth Advisors Group, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q2 2022 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 5 | 5 | 0.00% | 0.64% | 1.13% | Q2 2018 | Q2 2019 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.31% | 1.32% | 3.05% | Q3 2016 | Q3 2018 | 5 |
DAVIDSON INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Quadrant Private Wealth Management, LLC | 3 | 2 | 0.06% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 5 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 3 | 2 | 2.33% | 3.27% | 4.90% | Q1 2022 | Q3 2023 | 5 |
AlphaOne Investment Services, LLC | 4 | 1 | 0.15% | 0.40% | 0.66% | Q2 2016 | Q1 2018 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MRA Advisory Group | 5 | 5 | 0.36% | 0.39% | 0.42% | Q4 2020 | Q4 2021 | 5 |
Hillhouse Capital Management | 5 | 5 | 0.10% | 0.24% | 0.30% | Q1 2017 | Q1 2018 | 5 |
Cannell & Co. | 5 | 5 | 1.28% | 1.40% | 1.53% | Q4 2019 | Q4 2020 | 5 |
Donoghue Forlines LLC | 1 | 1 | 0.15% | 0.29% | 0.36% | Q1 2019 | Q1 2022 | 5 |
Eos Focused Equity Management, L.P. | 5 | 5 | 4.46% | 6.17% | 7.54% | Q2 2016 | Q2 2017 | 5 |
CAPSTONE ASSET MANAGEMENT CO | 5 | 5 | 0.04% | 0.14% | 0.18% | Q2 2016 | Q2 2017 | 5 |
OPSEU Pension Plan Trust Fund | 5 | 5 | 0.14% | 0.30% | 0.38% | Q1 2020 | Q1 2021 | 5 |
Stenahm Asset Managment Ltd | 5 | 5 | 4.77% | 5.16% | 5.96% | Q4 2020 | Q4 2021 | 5 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.28% | 1.38% | Q2 2017 | Q3 2021 | 5 |
Sachem Head Capital | 5 | 5 | 5.40% | 7.95% | 11.60% | Q2 2016 | Q2 2017 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Nikko Asset Management Americas, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2017 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
DIMENSION CAPITAL MANAGEMENT LLC | 5 | 5 | 0.18% | 0.23% | 0.34% | Q1 2017 | Q1 2018 | 5 |
JOYN Advisors, Inc. | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2019 | 5 |
Family Management Corp | 5 | 5 | 0.37% | 0.45% | 0.70% | Q2 2022 | Q2 2023 | 5 |
South Street Advisors LLC | 5 | 5 | 2.03% | 2.35% | 2.72% | Q2 2021 | Q2 2022 | 5 |
Timber Hill LLC | 3 | 2 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q4 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Choate Investment Advisors | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 1 | 0.02% | 0.06% | 0.08% | Q2 2016 | Q4 2018 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.05% | 0.43% | 1.53% | Q4 2016 | Q3 2018 | 5 |
CLOUGH CAPITAL PARTNERS L P | 3 | 2 | 0.43% | 1.44% | 2.28% | Q2 2016 | Q2 2019 | 5 |
Aviance Capital Partners, LLC | 5 | 5 | 0.48% | 0.59% | 0.79% | Q3 2022 | Q3 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Park West Asset Management LLC | 4 | 1 | 0.24% | 0.45% | 0.80% | Q1 2020 | Q1 2022 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 3 | 1 | 0.04% | 0.09% | 0.18% | Q4 2019 | Q4 2021 | 5 |
TimesSquare Capital Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q2 2017 | 5 |
Kiwi Wealth Investments Limited Partnership | 5 | 5 | 0.25% | 0.32% | 0.38% | Q2 2020 | Q2 2021 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Regent Investment Management LLC | 5 | 5 | 0.16% | 0.59% | 1.27% | Q1 2017 | Q1 2018 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
OTA Financial Group L.P. | 2 | 1 | 2.74% | 5.86% | 10.22% | Q3 2017 | Q4 2019 | 5 |
Coatue Management | 4 | 1 | 0.59% | 1.00% | 1.88% | Q4 2017 | Q3 2023 | 5 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.24% | 0.70% | Q2 2021 | Q3 2023 | 5 |
Rovida Advisors Inc. | 4 | 1 | 0.44% | 0.99% | 2.34% | Q1 2018 | Q1 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 5 | 5 | 0.00% | 0.05% | 0.06% | Q2 2016 | Q2 2017 | 5 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
VNBTrust, National Association | 5 | 5 | 1.56% | 3.26% | 4.62% | Q2 2016 | Q2 2017 | 5 |
Brown Advisory Securities, LLC | 5 | 5 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q4 2021 | 5 |
SCP Investment, LP | 3 | 2 | 0.12% | 1.37% | 2.64% | Q2 2018 | Q3 2019 | 5 |
Cedar Brook Financial Partners, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q4 2019 | Q4 2020 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.04% | 0.14% | 0.46% | Q2 2020 | Q3 2023 | 5 |
Strategic Wealth Partners, Ltd. | 3 | 2 | 0.00% | 0.08% | 0.17% | Q4 2018 | Q4 2021 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.11% | 0.27% | 0.50% | Q2 2016 | Q1 2020 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.07% | 0.10% | 0.12% | Q1 2018 | Q1 2019 | 5 |
YG PARTNERS, LLC | 5 | 5 | 1.11% | 2.55% | 4.71% | Q2 2016 | Q2 2017 | 5 |
ACT II MANAGEMENT, LP | 4 | 1 | 0.49% | 3.10% | 5.28% | Q2 2016 | Q3 2017 | 5 |
Bridgewater Wealth & Financial Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2016 | Q2 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Jericho Capital Asset Management L.P. | 5 | 5 | 1.26% | 3.40% | 5.75% | Q2 2016 | Q2 2017 | 5 |
Bridgewater Associates | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 5 |
Standard Family Office LLC | 3 | 2 | 0.00% | 0.09% | 0.13% | Q4 2020 | Q3 2022 | 5 |
Tacita Capital Inc | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
West Family Investments, Inc. | 4 | 1 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q3 2022 | 5 |
Venture Visionary Partners LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 5 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Osborn Williams & Donohoe LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 5 |
Arlington Value Capital | 5 | 5 | 0.02% | 0.57% | 2.46% | Q3 2018 | Q3 2019 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2022 | 5 |
CALIFORNIA FIRST LEASING CORP | 5 | 5 | 0.66% | 1.23% | 2.54% | Q3 2022 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 5 |
KCL Capital, L.P. | 4 | 4 | 2.24% | 3.49% | 5.55% | Q1 2020 | Q4 2020 | 4 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 4 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2020 | 4 |
INTRUST BANK NA | 4 | 4 | 0.07% | 0.10% | 0.11% | Q1 2017 | Q4 2017 | 4 |
CenturyLink Investment Management Co | 4 | 4 | 0.50% | 0.54% | 0.57% | Q4 2016 | Q3 2017 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2018 | 4 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 4 | 4 | 0.58% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.41% | 1.46% | Q2 2016 | Q1 2018 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
EQUITEC PROPRIETARY MARKETS, LLC | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q4 2021 | 4 |
DELTA LLOYD NV | 4 | 4 | 1.10% | 1.29% | 1.46% | Q2 2016 | Q1 2017 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 4 | 0.22% | 0.41% | 0.56% | Q4 2016 | Q3 2017 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.26% | 0.34% | 0.47% | Q2 2020 | Q1 2021 | 4 |
GUARDIAN CAPITAL LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
PLATINUM INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 4 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.03% | 0.07% | 0.17% | Q4 2017 | Q3 2021 | 4 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 4 | 4 | 0.11% | 0.13% | 0.14% | Q2 2016 | Q1 2017 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 0.25% | 0.29% | 0.33% | Q4 2021 | Q3 2022 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Force Capital Management LLC | 4 | 4 | 0.49% | 1.28% | 1.63% | Q1 2017 | Q4 2017 | 4 |
Bowling Portfolio Management LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q1 2020 | Q4 2020 | 4 |
GOODNOW INVESTMENT GROUP, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q2 2018 | Q1 2019 | 4 |
Ako Capital | 4 | 4 | 1.07% | 1.61% | 1.88% | Q3 2021 | Q2 2022 | 4 |
Employers Holdings, Inc. | 2 | 1 | 0.07% | 0.13% | 0.18% | Q2 2019 | Q4 2020 | 4 |
HARBER ASSET MANAGEMENT LLC | 2 | 1 | 1.86% | 3.48% | 5.24% | Q2 2022 | Q3 2023 | 4 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.42% | 0.86% | Q2 2016 | Q3 2022 | 4 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FNY Managed Accounts LLC | 2 | 1 | 0.01% | 1.04% | 2.75% | Q2 2016 | Q1 2018 | 4 |
Matrix Capital Management Company, LP | 4 | 4 | 1.81% | 2.21% | 2.70% | Q4 2017 | Q3 2018 | 4 |
First National Bank of Mount Dora, Trust Investment Services | 4 | 4 | 0.13% | 0.27% | 0.44% | Q1 2022 | Q4 2022 | 4 |
Cheviot Value Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fosun International Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 4 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.21% | 0.22% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 4 |
Chieftain Capital Management, Inc. | 4 | 4 | 4.17% | 4.72% | 5.18% | Q2 2018 | Q1 2019 | 4 |
SRS Investment Management, LLC | 4 | 4 | 9.30% | 10.04% | 10.44% | Q2 2016 | Q1 2017 | 4 |
Antipodean Advisors LLC | 4 | 4 | 1.64% | 9.03% | 19.02% | Q2 2017 | Q1 2018 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.24% | 0.62% | Q2 2016 | Q1 2021 | 4 |
Camarda Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
British Airways Pensions Investment Management Ltd | 4 | 4 | 0.18% | 0.58% | 0.77% | Q1 2020 | Q4 2020 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 4 |
WealthStone, Inc. | 3 | 1 | 0.01% | 0.09% | 0.12% | Q2 2019 | Q1 2021 | 4 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 4 | 4 | 10.96% | 19.37% | 27.66% | Q2 2016 | Q1 2017 | 4 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 4 |
Estate Counselors, LLC | 3 | 1 | 0.07% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 4 |
JS Capital Management LLC | 2 | 2 | 0.52% | 2.84% | 5.06% | Q2 2016 | Q3 2017 | 4 |
Clarkston Capital Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.08% | 0.17% | 0.29% | Q4 2016 | Q3 2017 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.02% | 0.06% | 0.11% | Q1 2020 | Q4 2021 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alpha Family Trust | 4 | 4 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Kinneret Advisory, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Carmignac Gestion | 4 | 4 | 0.23% | 1.44% | 2.73% | Q3 2016 | Q2 2017 | 4 |
Marathon Trading Investment Management LLC | 3 | 1 | 0.13% | 0.17% | 0.22% | Q2 2016 | Q4 2022 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.07% | 0.11% | 0.19% | Q1 2021 | Q4 2021 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.17% | 0.59% | 1.39% | Q3 2017 | Q1 2021 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.38% | 2.10% | 5.15% | Q4 2017 | Q1 2021 | 4 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 4 | 4 | 1.82% | 3.17% | 5.13% | Q1 2020 | Q4 2020 | 4 |
Fullerton Fund Management Co Ltd. | 4 | 4 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.08% | 0.17% | 0.38% | Q2 2018 | Q4 2019 | 4 |
D. SCOTT NEAL, INC. | 4 | 4 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q1 2018 | 4 |
MUFG Securities EMEA plc | 3 | 1 | 0.00% | 0.10% | 0.26% | Q3 2017 | Q3 2018 | 4 |
Parkwood LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q2 2017 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.19% | 0.51% | 0.98% | Q3 2017 | Q1 2019 | 4 |
Syntal Capital Partners, LLC | 4 | 4 | 0.12% | 0.35% | 0.50% | Q4 2016 | Q3 2017 | 4 |
Rosenbaum Jay D. | 2 | 2 | 0.33% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 4 |
Thrax Management, LLC | 3 | 3 | 0.37% | 2.86% | 5.93% | Q2 2016 | Q4 2016 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 4 |
Bison Wealth, LLC | 4 | 4 | 0.10% | 0.18% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.20% | 0.23% | 0.25% | Q2 2016 | Q1 2017 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 2 | 0.03% | 0.07% | 0.13% | Q4 2018 | Q2 2020 | 4 |
Lee Capital Management LP | 4 | 4 | 0.79% | 0.99% | 1.17% | Q4 2016 | Q3 2017 | 4 |
KG FUNDS MANAGEMENT, LLC | 4 | 4 | 1.00% | 5.54% | 9.98% | Q1 2020 | Q4 2020 | 4 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q1 2023 | 4 |
Alpha Omega Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Exane Asset Management | 3 | 1 | 0.07% | 0.46% | 0.89% | Q3 2016 | Q3 2017 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.15% | 0.39% | Q1 2022 | Q3 2023 | 4 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.00% | 0.06% | 0.09% | Q1 2020 | Q3 2022 | 4 |
SOMA EQUITY PARTNERS LP | 4 | 4 | 4.53% | 5.71% | 7.54% | Q2 2018 | Q1 2019 | 4 |
AustralianSuper Pty Ltd | 2 | 1 | 0.02% | 0.28% | 0.82% | Q3 2017 | Q3 2023 | 4 |
Hudson Way Capital Management LLC | 4 | 4 | 2.30% | 5.85% | 8.95% | Q4 2016 | Q3 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.16% | 0.42% | Q2 2019 | Q4 2022 | 4 |
Blueport Capital, L.P. | 4 | 4 | 5.44% | 5.75% | 6.01% | Q4 2016 | Q3 2017 | 4 |
BREAKLINE CAPITAL LLC | 3 | 1 | 1.80% | 2.31% | 2.85% | Q2 2020 | Q2 2022 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Islet Management, LP | 2 | 1 | 0.68% | 1.10% | 1.59% | Q4 2018 | Q4 2020 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.20% | 0.30% | 0.53% | Q2 2021 | Q3 2023 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 4 |
Claybrook Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
6 Meridian | 4 | 4 | 0.17% | 0.29% | 0.42% | Q3 2020 | Q2 2021 | 4 |
CNB Bank | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 4 |
West Branch Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Silvant Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
DUALITY ADVISERS, LP | 4 | 4 | 0.20% | 0.38% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.03% | 0.05% | 0.05% | Q3 2018 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
DENDUR CAPITAL LP | 3 | 1 | 4.16% | 7.36% | 10.48% | Q1 2020 | Q4 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SIX COLUMNS CAPITAL, LP | 4 | 4 | 2.36% | 2.73% | 3.34% | Q1 2020 | Q4 2020 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.32% | 0.51% | 0.64% | Q4 2021 | Q3 2022 | 4 |
AXS Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 2 | 1 | 0.02% | 0.25% | 0.33% | Q4 2019 | Q3 2022 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2021 | 4 |
Elequin Capital, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.27% | 0.47% | Q2 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.13% | 0.16% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Platform Technology Partners | 2 | 2 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q3 2021 | 4 |
qPULA Trading Management LP | 3 | 1 | 1.16% | 1.72% | 2.49% | Q1 2021 | Q1 2022 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 1 | 2.29% | 2.57% | 2.96% | Q3 2020 | Q3 2021 | 4 |
Sage Mountain Advisors LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 4 |
McLean Asset Management Corp | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2021 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.17% | 0.26% | 0.29% | Q4 2021 | Q3 2022 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
TriaGen Wealth Management LLC | 4 | 4 | 0.99% | 1.06% | 1.09% | Q4 2020 | Q3 2021 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 3.33% | 3.63% | 3.86% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.03% | 0.05% | 0.05% | Q1 2021 | Q2 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.48% | 0.62% | 0.70% | Q4 2021 | Q3 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
HERBST GROUP, LLC | 4 | 4 | 0.24% | 0.62% | 0.80% | Q4 2021 | Q3 2022 | 4 |
Kinetic Partners Management, LP | 4 | 4 | 4.38% | 5.96% | 7.72% | Q4 2022 | Q3 2023 | 4 |
Cladis Investment Advisory, LLC | 3 | 1 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 4 |
AlphaCentric Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 1.28% | 1.47% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.46% | 0.69% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.21% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Shira Ridge Wealth Management | 4 | 4 | 0.55% | 0.59% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.37% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.18% | 0.25% | 0.42% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 2 | 0.57% | 0.69% | 0.78% | Q3 2020 | Q4 2021 | 4 |
LOWE BROCKENBROUGH & CO INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
PFS INVESTMENTS INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Ruane, Cunniff & Goldfarb | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q1 2017 | 4 |
DELPHI MANAGEMENT INC /MA/ | 4 | 4 | 1.06% | 1.21% | 1.34% | Q1 2021 | Q4 2021 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2017 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
PDS Planning, Inc | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Haverford Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
WS MANAGEMENT LLLP | 4 | 4 | 0.38% | 0.43% | 0.49% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 4 |
Operose Advisors LLC | 3 | 3 | 0.03% | 0.10% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Disciplined Equity Management, Inc. | 3 | 3 | 0.51% | 0.61% | 0.69% | Q4 2021 | Q2 2022 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.24% | 0.26% | 0.27% | Q2 2016 | Q4 2016 | 3 |
Synergy Asset Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Camelot Portfolios, LLC | 3 | 3 | 0.28% | 0.28% | 0.29% | Q1 2021 | Q3 2021 | 3 |
Missouri Trust & Investment Co | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.08% | 0.23% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 2 | 1 | 0.02% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2016 | Q4 2016 | 3 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.15% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.04% | 0.13% | 0.17% | Q2 2016 | Q4 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.11% | 0.31% | Q4 2020 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
CHILTON INVESTMENT CO INC. | 3 | 3 | 1.14% | 1.96% | 2.43% | Q2 2017 | Q4 2017 | 3 |
AGF MANAGEMENT LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q2 2017 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cross Staff Investments Inc | 3 | 3 | 0.27% | 0.28% | 0.28% | Q3 2022 | Q1 2023 | 3 |
SORA INVESTORS LLC | 2 | 1 | 2.42% | 4.39% | 6.74% | Q3 2022 | Q2 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2016 | Q4 2016 | 3 |
AM Squared Ltd | 3 | 3 | 0.02% | 0.14% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Old North State Trust, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q1 2021 | 3 |
NF Trinity Capital (Hong Kong) Ltd | 3 | 3 | 0.39% | 0.46% | 0.59% | Q4 2017 | Q2 2018 | 3 |
CenterBook Partners LP | 2 | 1 | 0.21% | 0.43% | 0.60% | Q4 2022 | Q3 2023 | 3 |
JABODON PT CO | 3 | 3 | 2.66% | 3.62% | 4.86% | Q3 2021 | Q1 2022 | 3 |
Dynamic Advisor Solutions LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 3 |
Tenere Capital LLC | 2 | 1 | 3.27% | 4.09% | 4.85% | Q4 2021 | Q1 2023 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Northern Right Capital Management, L.P. | 3 | 3 | 4.88% | 5.20% | 5.66% | Q1 2020 | Q3 2020 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.16% | 0.20% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Locust Wood Capital Advisers | 2 | 1 | 0.28% | 0.71% | 1.08% | Q2 2016 | Q1 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Azimuth Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SLS MANAGEMENT LLC | 2 | 1 | 4.67% | 7.04% | 11.60% | Q2 2017 | Q1 2018 | 3 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.26% | 1.07% | 1.73% | Q2 2016 | Q1 2017 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EverPoint Asset Management, LLC | 3 | 3 | 0.13% | 0.39% | 0.68% | Q2 2016 | Q4 2016 | 3 |
MARIANAS FUND MANAGEMENT LLC | 2 | 1 | 1.83% | 2.29% | 2.77% | Q2 2016 | Q2 2017 | 3 |
Jackson Creek Investment Advisors LLC | 2 | 1 | 0.15% | 0.31% | 0.44% | Q3 2020 | Q3 2022 | 3 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2022 | 3 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q4 2017 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
GoalVest Advisory LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q2 2021 | Q4 2021 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.30% | 1.10% | 2.03% | Q2 2016 | Q1 2018 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.52% | 0.69% | 0.96% | Q1 2023 | Q3 2023 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.08% | 0.13% | 0.16% | Q2 2016 | Q4 2016 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2021 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q4 2016 | 3 |
Edge Capital Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Stanford Investment Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Haafor (Singapore) Pte. Ltd. | 2 | 1 | 0.36% | 0.45% | 0.52% | Q4 2019 | Q3 2020 | 3 |
Mutual Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Atom Investors LP | 2 | 1 | 0.08% | 0.14% | 0.22% | Q2 2021 | Q3 2023 | 3 |
Fox Point Capital Management LLC | 3 | 3 | 2.65% | 5.42% | 9.24% | Q4 2016 | Q2 2017 | 3 |
JONES FINANCIAL COMPANIES LLLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.08% | 0.19% | 0.24% | Q4 2016 | Q2 2017 | 3 |
Slow Capital, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 1.08% | 4.28% | 6.88% | Q4 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Analog Century Management LP | 3 | 3 | 0.98% | 1.13% | 1.34% | Q1 2023 | Q3 2023 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.25% | 0.79% | 1.71% | Q1 2020 | Q4 2020 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.19% | 0.22% | 0.24% | Q2 2016 | Q4 2016 | 3 |
Sunnymeath Asset Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q4 2016 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
WealthTrust Axiom LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.27% | 0.35% | 0.47% | Q1 2017 | Q3 2017 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2017 | 3 |
Delphi Private Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
StoneX Group Inc. | 2 | 1 | 0.05% | 0.12% | 0.25% | Q2 2017 | Q4 2020 | 3 |
Ruffer LLP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Gruss Capital Management LP | 3 | 3 | 1.55% | 1.75% | 2.00% | Q2 2016 | Q4 2016 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 3 |
DigitalBridge Group, Inc. | 2 | 1 | 0.45% | 1.08% | 1.90% | Q4 2022 | Q3 2023 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.12% | 0.19% | 0.29% | Q2 2020 | Q4 2021 | 3 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.15% | 0.36% | 0.69% | Q2 2016 | Q1 2018 | 3 |
Conatus Capital Management LP | 3 | 3 | 0.09% | 1.43% | 2.84% | Q4 2016 | Q2 2017 | 3 |
Jasper Ridge Partners, L.P. | 3 | 3 | 1.57% | 1.73% | 1.95% | Q2 2016 | Q4 2016 | 3 |
Calamos Wealth Management LLC | 3 | 3 | 0.56% | 0.65% | 0.74% | Q3 2020 | Q1 2021 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
PZENA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.91% | 1.85% | 2.76% | Q1 2023 | Q3 2023 | 3 |
Cavalry Management Group, LLC | 3 | 3 | 3.87% | 4.44% | 4.81% | Q1 2017 | Q3 2017 | 3 |
BANK OF THE WEST | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 3 |
INSTITUTIONAL CAPITAL LLC | 3 | 3 | 0.49% | 1.12% | 2.33% | Q2 2016 | Q4 2016 | 3 |
Theleme Partners LLP | 3 | 3 | 2.58% | 4.95% | 7.50% | Q3 2016 | Q1 2017 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HIGH POINT BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.83% | 1.23% | 2.00% | Q2 2016 | Q3 2019 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 3 | 3 | 0.33% | 3.86% | 5.68% | Q3 2018 | Q1 2019 | 3 |
Apexium Financial, LP | 2 | 1 | 0.12% | 0.19% | 0.33% | Q4 2019 | Q3 2021 | 3 |
SPINNAKER TRUST | 3 | 3 | 0.38% | 0.40% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Value Partners Investments Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
BANK OF HAWAII | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Single Point Partners, LLC | 3 | 3 | 0.05% | 0.14% | 0.32% | Q4 2022 | Q2 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
FDO Partners, LLC | 3 | 3 | 0.24% | 0.50% | 0.76% | Q2 2017 | Q4 2017 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.32% | 0.60% | Q2 2020 | Q4 2022 | 3 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.55% | 0.68% | 0.76% | Q2 2018 | Q4 2018 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.17% | 0.19% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Pennant Capital Management, LLC | 2 | 1 | 1.83% | 4.82% | 6.92% | Q2 2016 | Q2 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.58% | 0.64% | 0.74% | Q1 2023 | Q3 2023 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q1 2021 | Q1 2023 | 3 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WILKINS INVESTMENT COUNSEL INC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2016 | Q4 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.38% | 0.76% | Q1 2020 | Q1 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q1 2019 | 3 |
Alpha Wave Global, LP | 3 | 3 | 2.97% | 4.59% | 7.48% | Q1 2020 | Q3 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Airain ltd | 3 | 3 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q2 2017 | 3 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
BLOOM TREE PARTNERS, LLC | 3 | 3 | 2.51% | 3.24% | 4.56% | Q2 2016 | Q4 2016 | 3 |
UNITED BANK | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
BlackRock Group LTD | 3 | 3 | 0.17% | 0.22% | 0.25% | Q2 2016 | Q4 2016 | 3 |
Grosvenor Holdings, L.L.C. | 3 | 3 | 1.98% | 2.76% | 3.24% | Q1 2020 | Q3 2020 | 3 |
Diligent Investors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 2 |
XTX MARKETS LLC | 1 | 1 | 0.43% | 0.95% | 1.47% | Q4 2019 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Pelorus Jack Capital, L.P. | 2 | 2 | 1.82% | 1.91% | 2.00% | Q4 2017 | Q1 2018 | 2 |
CLEAR STREET LLC | 2 | 2 | 0.00% | 0.32% | 0.63% | Q3 2022 | Q4 2022 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
Pinnacle Bancorp, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Leap Investments LP | 2 | 2 | 0.24% | 0.31% | 0.38% | Q1 2020 | Q2 2020 | 2 |
CPWM, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
EASTERN BANK | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sheets Smith Investment Management | 1 | 1 | 1.39% | 1.56% | 1.74% | Q4 2020 | Q4 2021 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q1 2021 | 2 |
BWCP, LP | 2 | 2 | 3.77% | 4.09% | 4.40% | Q4 2022 | Q1 2023 | 2 |
Chimera Capital Management LLC | 1 | 1 | 0.12% | 0.51% | 0.89% | Q2 2022 | Q4 2022 | 2 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 2 | 2 | 1.11% | 5.22% | 9.34% | Q2 2017 | Q3 2017 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hyperion Capital Advisors LP | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 2 |
CERTUITY, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2020 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 2.40% | 2.49% | 2.57% | Q3 2020 | Q4 2020 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.94% | 1.86% | 2.78% | Q2 2016 | Q1 2018 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 2 | 6.59% | 7.58% | 8.58% | Q2 2016 | Q3 2016 | 2 |
Darwin Wealth Management, LLC | 2 | 2 | 0.59% | 0.60% | 0.61% | Q1 2021 | Q2 2021 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAT ROCK CAPITAL MANAGEMENT LP | 2 | 2 | 8.99% | 11.77% | 14.55% | Q4 2016 | Q1 2017 | 2 |
Ailanthus Capital Management, LP | 2 | 2 | 4.70% | 6.59% | 8.48% | Q3 2018 | Q4 2018 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Scion Asset Management | 1 | 1 | 0.53% | 3.94% | 7.35% | Q3 2022 | Q2 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q3 2020 | 2 |
TradeLink Capital LLC | 1 | 1 | 2.07% | 2.38% | 2.68% | Q3 2017 | Q3 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
ASTURIAS CAPITAL LLC | 2 | 2 | 6.88% | 7.27% | 7.66% | Q2 2016 | Q3 2016 | 2 |
CT Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Stillwater Investment Management, L.P. | 2 | 2 | 3.04% | 3.35% | 3.66% | Q2 2016 | Q3 2016 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.42% | 0.68% | Q1 2021 | Q2 2021 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.11% | 0.23% | 0.36% | Q1 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 2 |
Simcoe Capital Management, LLC | 1 | 1 | 0.98% | 3.04% | 5.09% | Q1 2020 | Q4 2021 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.78% | 1.05% | 1.33% | Q2 2017 | Q4 2017 | 2 |
EMINENCE CAPITAL, LP | 2 | 2 | 0.81% | 0.94% | 1.06% | Q1 2021 | Q2 2021 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
AUXIER ASSET MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
MCDANIEL TERRY & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
BRX Global LP | 2 | 2 | 1.42% | 1.49% | 1.55% | Q4 2020 | Q1 2021 | 2 |
Sterling Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.92% | 1.05% | 1.18% | Q4 2019 | Q1 2020 | 2 |
Clearline Capital LP | 1 | 1 | 0.78% | 0.85% | 0.92% | Q4 2017 | Q2 2018 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.01% | 0.19% | 0.38% | Q3 2022 | Q3 2022 | 2 |
Northeast Financial Consultants Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
AHL Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Ziff Brothers Investments, L.L.C. | 2 | 2 | 9.07% | 10.33% | 11.59% | Q2 2016 | Q3 2016 | 2 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.14% | Q1 2021 | Q4 2022 | 2 |
Metavasi Capital LP | 1 | 1 | 5.20% | 5.82% | 6.44% | Q3 2023 | Q3 2023 | 2 |
Heartland Bank & Trust Co | 2 | 2 | 0.35% | 0.44% | 0.52% | Q4 2020 | Q1 2021 | 2 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Five Oceans Advisors | 2 | 2 | 0.19% | 0.23% | 0.28% | Q3 2021 | Q4 2021 | 2 |
KANALY TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 1.42% | 2.51% | 3.59% | Q2 2016 | Q3 2016 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2018 | Q4 2018 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Roystone Capital Management LP | 2 | 2 | 0.85% | 1.20% | 1.54% | Q2 2016 | Q3 2016 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.35% | 0.38% | 0.41% | Q1 2022 | Q2 2022 | 2 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 1.29% | 1.47% | 1.66% | Q4 2021 | Q1 2022 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
REGATTA CAPITAL GROUP, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.38% | 0.62% | 0.85% | Q2 2017 | Q3 2017 | 2 |
Cipher Capital LP | 1 | 1 | 0.06% | 0.17% | 0.28% | Q2 2016 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q4 2022 | 2 |
Hook Mill Capital Partners, LP | 2 | 2 | 1.19% | 2.78% | 4.38% | Q2 2023 | Q3 2023 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 0.14% | 0.16% | 0.19% | Q4 2016 | Q1 2017 | 2 |
EULAV Asset Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Standard Investments LLC | 2 | 2 | 6.19% | 7.75% | 9.30% | Q4 2017 | Q1 2018 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.36% | 0.67% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Provident Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.65% | 0.73% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.28% | 0.31% | 0.33% | Q3 2021 | Q4 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2023 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Armstrong, Fleming & Moore, Inc | 2 | 2 | 0.57% | 0.64% | 0.72% | Q2 2023 | Q3 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Corvex Management LP | 1 | 1 | 1.32% | 1.43% | 1.53% | Q4 2017 | Q2 2018 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 2 |
SQ Advisors, LLC | 2 | 2 | 6.63% | 6.81% | 7.00% | Q4 2017 | Q1 2018 | 2 |
XR Securities LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q2 2022 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gerstein Fisher | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
DEERE & CO | 2 | 2 | 0.04% | 0.15% | 0.25% | Q2 2016 | Q3 2016 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ARROWGRASS CAPITAL PARTNERS LLP | 2 | 2 | 1.07% | 1.16% | 1.26% | Q1 2017 | Q2 2017 | 2 |
SkyTop Capital Management LLC | 1 | 1 | 4.54% | 6.78% | 9.01% | Q2 2017 | Q1 2020 | 2 |
Odey Holdings AG | 2 | 2 | 2.08% | 2.26% | 2.45% | Q4 2017 | Q1 2018 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.24% | 0.25% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q3 2016 | 2 |
Shinko Asset Management Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Route One Investment Company, L.P. | 2 | 2 | 2.70% | 2.71% | 2.72% | Q2 2016 | Q3 2016 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Bronson Point Management LLC | 1 | 1 | 0.65% | 1.20% | 1.76% | Q1 2017 | Q4 2017 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q4 2020 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 1.33% | 1.53% | 1.74% | Q1 2022 | Q2 2022 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.16% | 0.24% | 0.31% | Q2 2016 | Q3 2016 | 2 |
Ninety One SA (PTY) Ltd | 2 | 2 | 0.25% | 0.28% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.47% | 0.48% | 0.50% | Q4 2021 | Q1 2022 | 2 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.36% | 0.43% | 0.51% | Q1 2017 | Q1 2020 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.02% | 0.11% | 0.20% | Q4 2017 | Q1 2018 | 2 |
STRALEM & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
GFS Advisors, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.64% | 0.71% | 0.78% | Q4 2020 | Q1 2021 | 2 |
Cupps Capital Management, LLC | 2 | 2 | 0.53% | 0.58% | 0.62% | Q2 2016 | Q3 2016 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
683 Capital Management, LLC | 2 | 2 | 0.53% | 0.55% | 0.57% | Q4 2022 | Q1 2023 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 1.25% | 1.41% | 1.57% | Q4 2019 | Q1 2020 | 2 |
Arrow Capital Management, LLC | 2 | 2 | 9.77% | 10.96% | 12.14% | Q2 2016 | Q3 2016 | 2 |
Cornerstone Capital, Inc. | 2 | 2 | 0.05% | 0.48% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 1.02% | 1.37% | 1.72% | Q2 2017 | Q3 2018 | 2 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.08% | 0.23% | 0.37% | Q2 2016 | Q3 2016 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 2 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Dai-ichi Life Holdings, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.44% | 0.45% | 0.45% | Q2 2021 | Q3 2021 | 2 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Sheffield Asset Management, L.L.C. | 2 | 2 | 8.84% | 9.48% | 10.12% | Q2 2016 | Q3 2016 | 2 |
Owl Creek Asset Management, L.P. | 1 | 1 | 0.46% | 0.94% | 1.43% | Q4 2017 | Q2 2022 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.21% | 0.24% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2016 | Q3 2016 | 2 |
SELZ CAPITAL LLC | 2 | 2 | 1.30% | 1.72% | 2.14% | Q4 2017 | Q1 2018 | 2 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.20% | 3.34% | 4.47% | Q2 2016 | Q1 2017 | 2 |
Hilltop Holdings Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
TOWERVIEW LLC | 2 | 2 | 0.15% | 0.21% | 0.27% | Q1 2018 | Q2 2018 | 2 |
Bain Capital Public Equity Management, LLC | 2 | 2 | 1.42% | 1.55% | 1.67% | Q3 2018 | Q4 2018 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Elo Mutual Pension Insurance Co | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.77% | 0.86% | 0.95% | Q2 2020 | Q3 2020 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2020 | Q3 2020 | 2 |
CAERUS INVESTORS, LLC | 1 | 1 | 1.36% | 1.80% | 2.25% | Q2 2018 | Q1 2019 | 2 |
Saddle Point Management, L.P. | 2 | 2 | 14.82% | 21.15% | 27.48% | Q2 2022 | Q3 2022 | 2 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.56% | 0.91% | 1.25% | Q3 2018 | Q3 2019 | 2 |
Atlas Principals, LLC | 2 | 2 | 1.86% | 2.04% | 2.22% | Q2 2021 | Q3 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
GQ Asset Management, LLC | 2 | 2 | 0.21% | 0.48% | 0.74% | Q4 2019 | Q1 2020 | 2 |
KRS Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Signpost Capital Advisors, LP | 1 | 1 | 7.33% | 7.33% | 7.33% | Q2 2016 | Q2 2016 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2016 | Q2 2016 | 1 |
Beryl Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NORTHEAST INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Appaloosa LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2017 | Q1 2017 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q2 2017 | Q2 2017 | 1 |
Glovista Investments LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
MAYPORT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Atlas Financial Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Alpha Square Group S LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2022 | Q1 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2017 | Q3 2017 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2017 | Q1 2017 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MITCHELL CAPITAL MANAGEMENT CO | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2022 | Q1 2022 | 1 |
VAN STRUM & TOWNE INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2023 | Q1 2023 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2023 | Q1 2023 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2020 | Q4 2020 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2020 | Q1 2020 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Invictus RG | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Overbrook Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Signition LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 4.85% | 4.85% | 4.85% | Q3 2017 | Q3 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
TCS CAPITAL MANAGEMENT LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q1 2017 | Q1 2017 | 1 |
Portman Square Capital LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Meghalaya Partners, L.P. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2018 | Q1 2018 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2017 | Q1 2017 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2017 | Q3 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
COURAGE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2017 | Q2 2017 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Parplus Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2017 | Q2 2017 | 1 |
TLP GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Keystone Financial Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Nokota Management, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2016 | Q2 2016 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2022 | Q2 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2023 | Q3 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2018 | Q4 2018 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2016 | Q2 2016 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Fore Capital, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Jump Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 98.81% | 98.81% | 98.81% | Q4 2018 | Q4 2018 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
NFC Investments, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2022 | Q3 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Odey Asset Management LLP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2021 | Q3 2021 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
General Partner, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2016 | Q2 2016 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2022 | Q4 2022 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2018 | Q2 2018 | 1 |
MQS Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Contour Asset Management LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2017 | Q3 2017 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2020 | Q2 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q2 2020 | Q2 2020 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Sarbit Advisory Services Inc. | 1 | 1 | 4.35% | 4.35% | 4.35% | Q2 2016 | Q2 2016 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GERMAN AMERICAN BANCORP, INC. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2021 | Q1 2021 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2022 | Q3 2022 | 1 |
LRT Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2017 | Q3 2017 | 1 |
DUNCKER STREETT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Welch Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Unigestion Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
CQS Cayman LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pavion Blue Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2020 | Q3 2020 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ice Pond Lane Advisers, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q4 2016 | Q4 2016 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Sutton Square Management L.P. | 1 | 1 | 4.22% | 4.22% | 4.22% | Q2 2018 | Q2 2018 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PEREGRINE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2017 | Q1 2017 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2019 | Q3 2019 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Sand Hill Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2020 | Q1 2020 | 1 |
black-and-white Capital LP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2016 | Q4 2016 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2018 | Q2 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LeVasseur Capital Partners LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q3 2016 | Q3 2016 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Polianta Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2016 | Q2 2016 | 1 |
IPL Advisers, LLC | 1 | 1 | 4.46% | 4.46% | 4.46% | Q4 2016 | Q4 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
6elm Capital LP | 1 | 1 | 3.96% | 3.96% | 3.96% | Q1 2023 | Q1 2023 | 1 |
Junson Asset Management (Hong Kong) Ltd | 1 | 1 | 2.55% | 2.55% | 2.55% | Q1 2022 | Q1 2022 | 1 |
Parian Global Management LP | 1 | 1 | 6.61% | 6.61% | 6.61% | Q2 2019 | Q2 2019 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Centric Wealth Management | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2022 | Q4 2022 | 1 |
Tabor Asset Management, LP | 1 | 1 | 3.29% | 3.29% | 3.29% | Q3 2023 | Q3 2023 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2018 | Q2 2018 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IVY LANE CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.22% | 4.22% | 4.22% | Q1 2023 | Q1 2023 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
HARBOR ADVISORY CORP /MA/ | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
OGBORNE CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q1 2020 | Q1 2020 | 1 |
Numina Capital Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2018 | Q1 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Triad Investment Management | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2020 | Q3 2020 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Raveneur Investment Group LP | 1 | 1 | 7.68% | 7.68% | 7.68% | Q3 2016 | Q3 2016 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2016 | Q2 2016 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2018 | Q2 2018 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2016 | Q4 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2016 | Q2 2016 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2017 | Q3 2017 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2022 | Q2 2022 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Moreno Evelyn V | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 4.83% | 4.83% | 4.83% | Q1 2019 | Q1 2019 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 4.40% | 4.40% | 4.40% | Q3 2017 | Q3 2017 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TAM Capital Management Inc. | 1 | 1 | 5.84% | 5.84% | 5.84% | Q4 2022 | Q4 2022 | 1 |
Tech Square Trading LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2019 | Q1 2019 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 5.41% | 5.41% | 5.41% | Q3 2017 | Q3 2017 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2021 | Q3 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2017 | Q1 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 2.59% | 2.59% | 2.59% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Manteio Capital LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2021 | Q4 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2020 | Q1 2020 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BRC Investment Management LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2016 | Q3 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
L1 Capital Pty Ltd | 1 | 1 | 12.04% | 12.04% | 12.04% | Q2 2020 | Q2 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2016 | Q4 2016 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Compton Wealth Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2020 | Q4 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
One01 Capital, LP | 1 | 1 | 6.53% | 6.53% | 6.53% | Q3 2023 | Q3 2023 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Giverny Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Legacy CG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2016 | Q4 2016 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 12.62% | 12.62% | 12.62% | Q1 2021 | Q1 2021 | 1 |
Annandale Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Phraction Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
EastBay Asset Management, LLC | 1 | 1 | 4.39% | 4.39% | 4.39% | Q1 2017 | Q1 2017 | 1 |
Kearns & Associates LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.15% | 3.15% | 3.15% | Q4 2016 | Q4 2016 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Birch Grove Capital LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2018 | Q1 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own CHARTER COMMUNICATIONS INC N or have owned CHARTER COMMUNICATIONS INC N in the past.