Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 74 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 73 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.22% | 0.39% | 0.60% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LOOMIS SAYLES & CO L P | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BALYASNY ASSET MANAGEMENT L.P. | 42 | 42 | 0.01% | 0.37% | 1.08% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 42 | 42 | 0.09% | 0.43% | 1.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PARTHENON LLC | 42 | 42 | 0.85% | 1.27% | 1.82% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Teton Advisors, Inc. | 42 | 42 | 0.12% | 0.53% | 1.00% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.07% | 0.38% | 1.68% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 14 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 40 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 30 | 10 | 0.15% | 0.57% | 1.36% | Q2 2013 | Q3 2023 | 40 |
BARR E S & CO | 40 | 40 | 0.16% | 0.34% | 0.80% | Q4 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 32 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 30 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 38 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
RK Capital | 37 | 37 | 0.59% | 2.68% | 5.78% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 31 | 6 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
Glenview Trust Co | 28 | 1 | 0.05% | 0.51% | 0.93% | Q4 2008 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 36 |
Advisors Asset Management, Inc. | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
VAN ECK ASSOCIATES CORP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
K.J. Harrison & Partners Inc | 15 | 8 | 0.17% | 0.41% | 1.03% | Q2 2014 | Q3 2023 | 35 |
PRUDENTIAL FINANCIAL INC | 34 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 27 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 32 | 1 | 0.00% | 0.09% | 0.67% | Q2 2013 | Q3 2023 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 32 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 33 |
SG Americas Securities, LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 32 |
Artemis Investment Management LLP | 27 | 4 | 0.05% | 0.64% | 1.33% | Q2 2015 | Q3 2023 | 31 |
EAGLE ASSET MANAGEMENT INC | 26 | 5 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 31 |
Three Peaks Capital Management, LLC | 31 | 31 | 0.48% | 1.18% | 2.03% | Q1 2014 | Q3 2021 | 31 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
EULAV Asset Management | 31 | 31 | 0.04% | 0.62% | 1.52% | Q1 2016 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 30 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.44% | Q4 2015 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 30 | 30 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q2 2023 | 30 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2022 | 30 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 30 | 30 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Par Capital Management | 30 | 30 | 1.57% | 3.21% | 6.36% | Q2 2013 | Q3 2020 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.02% | 0.11% | 0.17% | Q2 2016 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 22 | 8 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
SECURIAN ASSET MANAGEMENT, INC | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Louisiana State Employees Retirement System | 30 | 30 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 30 |
THRIVENT FINANCIAL FOR LUTHERANS | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Arizona State Retirement System | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Retirement Systems of Alabama | 30 | 30 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q3 2023 | 30 |
TEXAS PERMANENT SCHOOL FUND CORP | 30 | 30 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 30 |
AMALGAMATED BANK | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 24 | 5 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 29 | 29 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 29 |
PROFUND ADVISORS LLC | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
EMERALD MUTUAL FUND ADVISERS TRUST | 20 | 9 | 0.20% | 1.33% | 2.25% | Q1 2016 | Q3 2023 | 29 |
COMERICA BANK | 27 | 2 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.06% | 0.17% | Q3 2016 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 29 |
GUGGENHEIM CAPITAL LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2023 | 29 |
EMERALD ADVISERS, LLC | 20 | 9 | 0.16% | 1.38% | 2.30% | Q1 2016 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SEI INVESTMENTS CO | 26 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
USA MUTUALS ADVISORS, INC. | 28 | 28 | 0.80% | 2.65% | 7.62% | Q1 2013 | Q4 2019 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Renaissance Technologies | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
KBC Group NV | 22 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Elk Creek Partners, LLC | 26 | 26 | 0.61% | 1.22% | 1.77% | Q4 2013 | Q1 2020 | 26 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Lowe Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2023 | 25 |
QUADRANT CAPITAL GROUP LLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
COMMERCE BANK | 23 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 25 |
WBH ADVISORY INC | 22 | 3 | 0.09% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 25 |
Smithfield Trust Co | 25 | 25 | 0.02% | 0.50% | 0.72% | Q3 2017 | Q3 2023 | 25 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Nuveen Asset Management, LLC | 18 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.08% | 0.22% | Q3 2013 | Q4 2020 | 23 |
SHELTON CAPITAL MANAGEMENT | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
STRS OHIO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 23 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 12 | 11 | 0.18% | 0.50% | 0.92% | Q2 2013 | Q3 2023 | 23 |
Man Group plc | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 22 |
Gotham Asset Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ARGI Investment Services, LLC | 22 | 22 | 0.13% | 0.23% | 0.37% | Q3 2017 | Q4 2022 | 22 |
Aviance Capital Partners, LLC | 10 | 4 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q3 2023 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.00% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Fiera Capital Corp | 22 | 22 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
GREENWOOD CAPITAL ASSOCIATES LLC | 22 | 22 | 0.06% | 0.14% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Hudson Way Capital Management LLC | 21 | 21 | 2.25% | 9.77% | 18.08% | Q3 2018 | Q3 2023 | 21 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 21 |
First Horizon Advisors, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 11 | 10 | 0.01% | 0.66% | 1.44% | Q4 2013 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 21 | 21 | 0.02% | 0.14% | 0.24% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q2 2022 | 21 |
J. Goldman & Co LP | 5 | 1 | 0.03% | 0.26% | 0.85% | Q4 2017 | Q1 2022 | 21 |
CREDIT AGRICOLE S A | 15 | 5 | 0.00% | 0.07% | 0.20% | Q1 2016 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
GW&K Investment Management, LLC | 20 | 20 | 0.07% | 0.46% | 0.65% | Q4 2018 | Q3 2023 | 20 |
ZACKS INVESTMENT MANAGEMENT | 18 | 1 | 0.01% | 0.09% | 0.14% | Q4 2013 | Q3 2020 | 20 |
BLUESTEIN R H & CO LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Corsair Capital Management | 20 | 20 | 1.80% | 3.24% | 4.37% | Q4 2018 | Q3 2023 | 20 |
Soros Fund Management | 20 | 20 | 0.08% | 0.79% | 1.42% | Q2 2013 | Q1 2018 | 20 |
LS Investment Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 20 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q2 2023 | 20 |
ASSETMARK, INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
LONDON CO OF VIRGINIA | 20 | 20 | 0.20% | 0.81% | 1.41% | Q4 2018 | Q3 2023 | 20 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.18% | Q4 2014 | Q2 2023 | 20 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 19 |
MACQUARIE GROUP LTD | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2023 | 19 |
NJ State Employees Deferred Compensation Plan | 19 | 19 | 0.10% | 0.18% | 0.24% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q2 2023 | 19 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2022 | 19 |
Silvant Capital Management LLC | 19 | 19 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q3 2022 | 19 |
LPL Financial LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
MASON STREET ADVISORS, LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2020 | 19 |
Eidelman Virant Capital | 17 | 2 | 1.10% | 2.50% | 5.69% | Q2 2016 | Q3 2022 | 19 |
NATIXIS ADVISORS, L.P. | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 19 |
Shellback Capital, LP | 19 | 19 | 0.82% | 1.52% | 2.67% | Q1 2019 | Q3 2023 | 19 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q2 2023 | 18 |
HL FINANCIAL SERVICES LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2019 | 18 |
Pacer Advisors, Inc. | 6 | 2 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.15% | 0.40% | Q4 2015 | Q1 2021 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.06% | 0.23% | Q4 2013 | Q4 2022 | 18 |
FinTrust Capital Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2023 | 18 |
Atlas Brown,Inc. | 18 | 18 | 0.14% | 0.23% | 0.32% | Q2 2019 | Q3 2023 | 18 |
Nitorum Capital, L.P. | 18 | 18 | 4.94% | 7.69% | 9.80% | Q2 2019 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 17 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
SeaCrest Wealth Management, LLC | 8 | 4 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 18 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2018 | 18 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2021 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.02% | 0.03% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 14 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q2 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q3 2023 | 17 |
CONGRESS ASSET MANAGEMENT CO /MA | 17 | 17 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Cerity Partners LLC | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 17 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 17 |
State of Alaska, Department of Revenue | 17 | 17 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
SIGNATUREFD, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 5 | 0.01% | 0.21% | 0.47% | Q3 2016 | Q3 2023 | 17 |
JANUS HENDERSON GROUP PLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
SHELL ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 17 |
JLB & ASSOCIATES INC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
PUTNAM INVESTMENTS LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
State of Tennessee, Treasury Department | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Fruth Investment Management | 14 | 3 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 17 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.02% | 0.07% | 0.21% | Q3 2015 | Q3 2023 | 17 |
Employees Retirement System of Texas | 17 | 17 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q2 2022 | 17 |
WINTRUST INVESTMENTS LLC | 11 | 6 | 0.07% | 0.10% | 0.22% | Q2 2019 | Q3 2023 | 17 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.42% | 0.50% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
PARK NATIONAL CORP /OH/ | 13 | 3 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2019 | 16 |
Argent Trust Co | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2021 | 16 |
Tarbox Family Office, Inc. | 16 | 16 | 0.08% | 0.14% | 0.70% | Q4 2019 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Regent Investment Management LLC | 15 | 15 | 0.08% | 0.12% | 0.19% | Q3 2017 | Q1 2021 | 15 |
TSFG, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
SRS Capital Advisors, Inc. | 10 | 5 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BRASADA CAPITAL MANAGEMENT, LP | 15 | 15 | 0.10% | 1.19% | 1.98% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.08% | 0.25% | Q1 2016 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.11% | 0.25% | 0.60% | Q2 2020 | Q4 2023 | 15 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Sculati Wealth Management, LLC | 14 | 14 | 0.21% | 0.26% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Aptus Capital Advisors, LLC | 10 | 1 | 0.03% | 0.07% | 0.14% | Q1 2019 | Q1 2023 | 14 |
Rockefeller Capital Management L.P. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
THREE BAYS CAPITAL LP | 14 | 14 | 0.40% | 10.14% | 19.73% | Q4 2014 | Q1 2018 | 14 |
HSBC HOLDINGS PLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 14 |
Twin Tree Management, LP | 7 | 7 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q1 2022 | 14 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2017 | 14 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.14% | 0.69% | Q4 2017 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 14 | 14 | 0.12% | 0.28% | 0.38% | Q2 2020 | Q3 2023 | 14 |
Municipal Employees' Retirement System of Michigan | 8 | 6 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q1 2020 | 14 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 14 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
WINTON GROUP Ltd | 7 | 2 | 0.01% | 0.21% | 1.01% | Q1 2018 | Q3 2023 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q2 2019 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2019 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 4 | 0.02% | 0.62% | 1.31% | Q3 2017 | Q3 2023 | 13 |
CIM INVESTMENT MANAGEMENT INC | 10 | 1 | 0.07% | 0.17% | 0.28% | Q4 2017 | Q4 2021 | 13 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q2 2020 | 13 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 3 | 0.00% | 0.05% | 0.08% | Q1 2016 | Q2 2021 | 13 |
CIBC Asset Management Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 4 | 0.02% | 0.07% | 0.14% | Q2 2020 | Q2 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FIR TREE CAPITAL MANAGEMENT LP | 12 | 12 | 0.07% | 0.21% | 0.56% | Q2 2013 | Q1 2016 | 12 |
O'Dell Group, LLC | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.08% | 0.23% | Q2 2015 | Q3 2023 | 12 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2016 | Q2 2023 | 12 |
MCF Advisors LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Aperio Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
Advisor Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q2 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 11 |
AlphaCrest Capital Management LLC | 7 | 4 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2022 | 11 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q2 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
QS Investors, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2017 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
WoodTrust Financial Corp | 11 | 11 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q2 2020 | 11 |
AdvisorNet Financial, Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Westover Capital Advisors, LLC | 5 | 3 | 0.07% | 0.11% | 0.14% | Q3 2017 | Q1 2021 | 11 |
FIL Ltd | 7 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 11 |
RUSSELL FRANK CO/ | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q2 2023 | 11 |
OppenheimerFunds, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 9 | 1 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q2 2021 | 10 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2016 | Q2 2020 | 10 |
Rafferty Asset Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q2 2023 | 10 |
Asio Capital, LLC | 9 | 1 | 0.04% | 0.18% | 0.25% | Q4 2019 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.18% | 0.21% | 0.27% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
WINSLOW ASSET MANAGEMENT INC | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Bruderman Asset Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2019 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2023 | 10 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q2 2022 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 8 | 2 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 10 |
MARTINGALE ASSET MANAGEMENT L P | 10 | 10 | 0.02% | 0.08% | 0.10% | Q3 2016 | Q4 2018 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 10 |
Verdence Capital Advisors LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.08% | 0.17% | Q4 2018 | Q2 2023 | 9 |
CSS LLC/IL | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2020 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 9 | 9 | 0.12% | 0.20% | 0.28% | Q4 2018 | Q4 2020 | 9 |
BARINGS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 9 |
Diametric Capital, LP | 9 | 9 | 0.62% | 2.84% | 4.59% | Q2 2018 | Q2 2020 | 9 |
CHICAGO EQUITY PARTNERS LLC | 9 | 9 | 0.04% | 0.10% | 0.17% | Q3 2017 | Q3 2019 | 9 |
GLOBEFLEX CAPITAL L P | 9 | 9 | 0.21% | 0.28% | 0.32% | Q1 2015 | Q1 2017 | 9 |
Essex LLC | 9 | 9 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Penserra Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 8 | 1 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q2 2020 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Gemmer Asset Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
State of Wyoming | 9 | 9 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 9 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 9 |
Cornerstone Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 9 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 9 |
Liberty Mutual Group Asset Management Inc. | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2018 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.05% | 0.26% | Q1 2021 | Q3 2023 | 9 |
AHL Partners LLP | 9 | 9 | 0.05% | 0.13% | 0.28% | Q4 2015 | Q4 2017 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2020 | 9 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 9 |
Ethic Inc. | 6 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 9 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q4 2022 | 9 |
Apollon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.05% | 0.20% | Q4 2017 | Q2 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 7 | 1 | 0.04% | 0.10% | 0.27% | Q4 2020 | Q2 2023 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2021 | 8 |
Foundry Partners, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q2 2019 | Q1 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q2 2020 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q1 2018 | 8 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2017 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 5.14% | 6.76% | 7.77% | Q4 2021 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
EARNEST PARTNERS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 8 |
GAM Holding AG | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2019 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SAWGRASS ASSET MANAGEMENT LLC | 6 | 2 | 0.01% | 0.04% | 0.13% | Q4 2015 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 1 | 0.26% | 0.88% | 1.14% | Q2 2017 | Q2 2021 | 8 |
Altimeter Capital Management | 8 | 8 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q1 2015 | 8 |
Tidal Investments LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.21% | 0.49% | Q4 2013 | Q2 2021 | 8 |
Intrinsic Edge Capital Management LLC | 8 | 8 | 0.14% | 0.52% | 1.02% | Q3 2019 | Q2 2021 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.11% | 0.20% | Q2 2019 | Q2 2023 | 8 |
Capital Advisors, Ltd. LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 8 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2022 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 3 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q1 2020 | 7 |
Tiger Eye Capital LLC | 6 | 1 | 0.13% | 1.91% | 5.12% | Q4 2019 | Q2 2022 | 7 |
AGF Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Weaver C. Barksdale & Associates, Inc. | 7 | 7 | 0.01% | 0.01% | 0.04% | Q2 2016 | Q4 2017 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
1060 Capital, LLC | 5 | 2 | 0.61% | 10.02% | 16.76% | Q4 2018 | Q1 2021 | 7 |
EAM Investors, LLC | 3 | 1 | 0.36% | 0.48% | 0.61% | Q2 2018 | Q1 2021 | 7 |
MAVERICK CAPITAL LTD | 7 | 7 | 0.05% | 0.11% | 0.17% | Q2 2018 | Q4 2019 | 7 |
Private Capital Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 7 |
HUNTINGTON NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 7 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 3 | 0.03% | 0.25% | 0.56% | Q1 2013 | Q2 2017 | 7 |
ArrowMark Colorado Holdings LLC | 7 | 7 | 0.38% | 1.20% | 1.74% | Q1 2022 | Q3 2023 | 7 |
FORT, L.P. | 5 | 2 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q1 2020 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 7 |
Granahan Investment Management | 7 | 7 | 0.18% | 0.52% | 0.90% | Q2 2014 | Q4 2015 | 7 |
CYPRESS FUNDS LLC | 7 | 7 | 4.38% | 6.20% | 8.36% | Q2 2017 | Q4 2018 | 7 |
Illinois Municipal Retirement Fund | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
CAXTON ASSOCIATES LP | 3 | 2 | 0.03% | 0.07% | 0.17% | Q4 2017 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Versant Capital Management, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.16% | 0.29% | Q4 2018 | Q2 2023 | 6 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2021 | 6 |
Coe Capital Management, LLC | 4 | 2 | 0.19% | 0.56% | 1.13% | Q1 2015 | Q2 2021 | 6 |
Alambic Investment Management, L.P. | 3 | 1 | 0.03% | 0.26% | 0.56% | Q3 2016 | Q4 2019 | 6 |
TCW GROUP INC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.07% | 0.20% | 0.40% | Q3 2015 | Q2 2023 | 6 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 6 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 6 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.16% | Q3 2017 | Q1 2023 | 6 |
Catalyst Capital Advisors LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2018 | 6 |
ALGERT GLOBAL LLC | 2 | 1 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 6 |
Allworth Financial LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
World Asset Management Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2021 | 6 |
Krane Funds Advisors LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.05% | 0.16% | Q3 2018 | Q1 2023 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.02% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Tygh Capital Management, Inc. | 4 | 2 | 0.50% | 0.82% | 1.28% | Q1 2019 | Q3 2020 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
AXA S.A. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2021 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Hamilton Capital, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Moab Capital Partners | 5 | 1 | 0.57% | 1.23% | 1.76% | Q3 2014 | Q4 2017 | 6 |
Stone Ridge Asset Management LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 6 |
WADDELL & REED FINANCIAL INC | 6 | 6 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Folger Hill Asset Management LP | 6 | 6 | 0.32% | 0.47% | 0.82% | Q4 2015 | Q1 2017 | 6 |
ING GROEP NV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
ROYCE & ASSOCIATES LP | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
GENESEE VALLEY TRUST CO | 2 | 1 | 0.09% | 0.12% | 0.14% | Q3 2014 | Q4 2017 | 6 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 5 | 5 | 1.09% | 1.31% | 1.48% | Q1 2019 | Q1 2020 | 5 |
JENNISON ASSOCIATES LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Geneva Partners, LLC | 3 | 1 | 0.18% | 0.53% | 0.87% | Q2 2019 | Q2 2023 | 5 |
Edgestream Partners, L.P. | 4 | 1 | 0.02% | 0.25% | 0.52% | Q2 2021 | Q1 2023 | 5 |
Spark Investment Management LLC | 2 | 1 | 0.10% | 0.13% | 0.14% | Q3 2015 | Q3 2018 | 5 |
Skye Global Management LP | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2017 | Q1 2019 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.23% | 0.44% | Q4 2015 | Q2 2023 | 5 |
CLOVIS CAPITAL MANAGEMENT LP | 5 | 5 | 3.28% | 6.36% | 11.52% | Q4 2014 | Q4 2015 | 5 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.25% | 0.67% | Q3 2020 | Q2 2023 | 5 |
LMCG INVESTMENTS, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 5 |
Brandywine Global Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 3 | 2 | 0.04% | 0.08% | 0.09% | Q2 2019 | Q2 2023 | 5 |
FORMULA GROWTH LTD | 5 | 5 | 0.65% | 0.78% | 0.99% | Q3 2022 | Q3 2023 | 5 |
SOROS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.55% | 1.41% | 2.58% | Q2 2020 | Q3 2021 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2019 | Q3 2023 | 5 |
MBM Wealth Consultants, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q1 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Waratah Capital Advisors Ltd. | 5 | 5 | 0.05% | 0.12% | 0.31% | Q3 2022 | Q3 2023 | 5 |
CAERUS INVESTORS, LLC | 3 | 2 | 2.62% | 4.00% | 5.71% | Q4 2017 | Q1 2019 | 5 |
CIGNA INVESTMENTS INC /NEW | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.08% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Caption Management, LLC | 2 | 2 | 0.03% | 0.09% | 0.19% | Q1 2020 | Q4 2021 | 5 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NATIXIS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 5 |
Sigma Planning Corp | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.10% | 0.26% | 0.35% | Q1 2020 | Q1 2021 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Parametrica Management Ltd | 2 | 1 | 0.18% | 0.30% | 0.53% | Q3 2017 | Q1 2022 | 5 |
Asset Management One Co., Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 4 |
Chicago Partners Investment Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cambria Investment Management, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q3 2023 | 4 |
Milestone Advisory Partners | 4 | 4 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q4 2021 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
AJO, LP | 4 | 4 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q1 2018 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2022 | 4 |
Hawk Ridge Capital Management | 4 | 4 | 0.19% | 0.87% | 1.84% | Q4 2019 | Q3 2020 | 4 |
SIX COLUMNS CAPITAL, LP | 3 | 1 | 1.46% | 2.45% | 3.53% | Q4 2019 | Q3 2021 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q3 2017 | Q2 2018 | 4 |
CHILTON INVESTMENT CO INC. | 4 | 4 | 0.07% | 0.10% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Hatteras Investment Partners, LP | 4 | 4 | 0.40% | 0.58% | 0.78% | Q3 2014 | Q2 2015 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.33% | 0.69% | Q2 2015 | Q1 2016 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
RWC Asset Management LLP | 2 | 1 | 0.46% | 0.71% | 1.11% | Q3 2014 | Q4 2017 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q2 2020 | Q1 2021 | 4 |
ARS Wealth Advisors Group, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.10% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.14% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q1 2022 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q2 2020 | 4 |
Candriam S.C.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Atom Investors LP | 4 | 4 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.10% | 0.18% | Q1 2018 | Q2 2023 | 4 |
BAMCO INC /NY/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Invictus RG | 3 | 1 | 0.01% | 0.39% | 0.78% | Q4 2015 | Q4 2020 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q2 2017 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 1 | 0.04% | 0.07% | 0.14% | Q3 2018 | Q4 2019 | 4 |
OXFORD ASSET MANAGEMENT LLP | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2019 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Pine River Capital Management L.P. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2016 | 4 |
ACK Asset Management | 4 | 4 | 2.05% | 3.42% | 4.15% | Q2 2013 | Q1 2014 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.08% | 0.12% | 0.17% | Q3 2017 | Q2 2023 | 4 |
DekaBank Deutsche Girozentrale | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 3 |
Leucadia National | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 0.03% | 0.74% | 2.14% | Q4 2016 | Q3 2020 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.09% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Sciencast Management LP | 2 | 1 | 0.17% | 0.22% | 0.24% | Q3 2020 | Q2 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
AMP Capital Investors Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
Islet Management, LP | 3 | 3 | 0.36% | 0.44% | 0.56% | Q3 2021 | Q1 2022 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2019 | 3 |
Riverview Trust Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 3 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.10% | 0.20% | Q1 2020 | Q2 2021 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.03% | 0.52% | 0.94% | Q4 2019 | Q1 2021 | 3 |
Walker Financial Services, Inc. | 3 | 3 | 0.21% | 0.22% | 0.22% | Q4 2022 | Q2 2023 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Pearl River Capital, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Centenus Global Management, LP | 2 | 1 | 0.18% | 0.29% | 0.37% | Q3 2018 | Q2 2019 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Janney Montgomery Scott LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
DUDLEY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.96% | 2.16% | 2.85% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.07% | 0.11% | Q2 2021 | Q3 2023 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Morse Asset Management, Inc | 2 | 1 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q2 2021 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.22% | 0.36% | Q2 2021 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 3 |
Opus Capital Group, LLC | 3 | 3 | 0.07% | 0.13% | 0.25% | Q1 2019 | Q3 2019 | 3 |
HG Vora Capital Management, LLC | 3 | 3 | 3.99% | 5.50% | 6.53% | Q3 2015 | Q1 2016 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q2 2022 | 3 |
RAPTOR CAPITAL MANAGEMENT LP | 2 | 1 | 0.61% | 3.78% | 7.57% | Q2 2013 | Q3 2014 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q1 2017 | 3 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q2 2021 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 3 |
Assured Investment Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.03% | 0.21% | 0.49% | Q4 2019 | Q4 2022 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.29% | 0.30% | 0.32% | Q1 2015 | Q3 2015 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Park Place Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.11% | 0.17% | 0.23% | Q4 2018 | Q3 2022 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Lyon Street Capital, LLC | 2 | 2 | 0.78% | 0.90% | 1.02% | Q4 2021 | Q1 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.25% | 0.28% | 0.31% | Q3 2015 | Q4 2015 | 2 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q1 2021 | 2 |
Airain ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.10% | 0.28% | 0.46% | Q3 2014 | Q2 2019 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q2 2020 | Q2 2022 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2016 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.13% | 0.26% | 0.38% | Q1 2018 | Q4 2018 | 2 |
Moors & Cabot, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Chescapmanager LLC | 2 | 2 | 0.64% | 0.78% | 0.92% | Q1 2017 | Q2 2017 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Kehrs Ridge Capital,LLC | 2 | 2 | 2.82% | 2.83% | 2.84% | Q2 2022 | Q3 2022 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Summit Global Investments | 2 | 2 | 0.08% | 0.13% | 0.19% | Q2 2017 | Q3 2017 | 2 |
DURATIONAL CAPITAL MANAGEMENT LP | 2 | 2 | 68.20% | 84.10% | 100.00% | Q4 2018 | Q1 2019 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Harvey Partners, LLC | 2 | 2 | 2.62% | 2.64% | 2.65% | Q2 2019 | Q3 2019 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.14% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Simplicity Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Crossmark Global Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
DC Investments Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2017 | Q1 2018 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.06% | 0.13% | 0.19% | Q1 2020 | Q3 2022 | 2 |
ADDISON CLARK MANAGEMENT, L.L.C. | 2 | 2 | 0.45% | 0.75% | 1.05% | Q2 2013 | Q3 2013 | 2 |
AlphaMark Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.30% | 0.40% | 0.51% | Q4 2019 | Q1 2020 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.48% | 0.51% | 0.54% | Q2 2021 | Q3 2021 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.28% | 0.31% | 0.34% | Q2 2013 | Q3 2013 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Versor Investments LP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 2 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Dai-ichi Life Holdings, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 2 | 0.77% | 0.78% | 0.79% | Q4 2022 | Q1 2023 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.22% | 0.27% | 0.33% | Q3 2015 | Q4 2015 | 2 |
CARBONADO CAPITAL | 2 | 2 | 4.21% | 7.39% | 10.58% | Q3 2018 | Q4 2018 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q4 2020 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
HUTCHENS INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.14% | 0.28% | Q3 2017 | Q4 2017 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.96% | 1.27% | 1.58% | Q4 2015 | Q1 2016 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.62% | 0.64% | 0.65% | Q2 2023 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Wealthfront Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BRIDGER MANAGEMENT, LLC | 2 | 2 | 0.61% | 0.62% | 0.63% | Q1 2014 | Q2 2014 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SCP Investment, LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2019 | Q3 2019 | 1 |
L2 Asset Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
JS Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2021 | Q1 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital International Sarl | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Boston Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2016 | Q4 2016 | 1 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MIG Capital, LLC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q1 2020 | Q1 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Michael & Susan Dell Foundation | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2019 | Q3 2019 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 2.41% | 2.41% | 2.41% | Q1 2020 | Q1 2020 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESCO, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2015 | Q1 2015 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Aquila Investment Management LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2021 | Q4 2021 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2019 | Q3 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 5.34% | 5.34% | 5.34% | Q4 2019 | Q4 2019 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2014 | Q2 2014 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2020 | Q1 2020 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Capital International Investors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2015 | Q1 2015 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
BANBURY PARTNERS LLC | 1 | 1 | 8.67% | 8.67% | 8.67% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GILDER GAGNON HOWE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
6 Meridian | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2018 | Q1 2018 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2015 | Q3 2015 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Front Row Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own CHURCHILL DOWNS INC or have owned CHURCHILL DOWNS INC in the past.