Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 25 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 75 |
Citadel Advisors | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 74 |
Cutler Group LLC / CA | 25 | 25 | 0.00% | 0.02% | 0.18% | Q3 2017 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 66 |
D. E. Shaw & Co., Inc. | 25 | 25 | 0.00% | 0.02% | 0.31% | Q3 2017 | Q3 2023 | 65 |
BANK OF AMERICA CORP /DE/ | 25 | 25 | 0.00% | 0.00% | 0.07% | Q3 2017 | Q3 2023 | 64 |
BARCLAYS PLC | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 64 |
Parallax Volatility Advisers, L.P. | 14 | 10 | 0.00% | 0.01% | 0.06% | Q3 2017 | Q3 2023 | 64 |
Walleye Trading LLC | 25 | 25 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q3 2023 | 63 |
JANE STREET GROUP, LLC | 25 | 25 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 62 |
CITIGROUP INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 62 |
HAP Trading, LLC | 25 | 25 | 0.00% | 0.05% | 2.23% | Q3 2017 | Q3 2023 | 58 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.30% | Q3 2018 | Q3 2023 | 57 |
Jefferies Group LLC | 21 | 21 | 0.00% | 0.09% | 0.40% | Q3 2017 | Q3 2022 | 57 |
TWO SIGMA SECURITIES, LLC | 13 | 10 | 0.00% | 0.03% | 0.35% | Q4 2017 | Q3 2023 | 56 |
WOLVERINE ASSET MANAGEMENT LLC | 25 | 25 | 0.00% | 0.03% | 0.18% | Q3 2017 | Q3 2023 | 52 |
UBS Group AG | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 50 |
TWO SIGMA INVESTMENTS, LP | 19 | 3 | 0.00% | 0.02% | 0.17% | Q3 2017 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 47 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 1 | 0.00% | 0.05% | 0.21% | Q3 2017 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 25 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 42 |
Lombard Odier Asset Management (USA) Corp | 13 | 4 | 0.02% | 0.78% | 3.03% | Q3 2017 | Q3 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 38 |
ROYAL BANK OF CANADA | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 38 |
Cubist Systematic Strategies, LLC | 14 | 10 | 0.00% | 0.03% | 0.15% | Q3 2017 | Q3 2023 | 37 |
MASTERS CAPITAL MANAGEMENT LLC | 18 | 6 | 0.07% | 0.99% | 2.56% | Q3 2017 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 36 |
MAI Capital Management | 14 | 14 | 0.00% | 0.03% | 0.24% | Q2 2020 | Q3 2023 | 35 |
BANK OF MONTREAL /CAN/ | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 30 |
HighTower Advisors, LLC | 16 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 30 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 30 |
Squarepoint Ops LLC | 10 | 1 | 0.00% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 29 |
Creative Planning | 25 | 25 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 13 | 1 | 0.01% | 0.04% | 0.24% | Q3 2018 | Q3 2023 | 26 |
Carnegie Capital Asset Management, LLC | 25 | 25 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
SFE Investment Counsel | 25 | 25 | 0.60% | 3.04% | 5.54% | Q3 2017 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
GEODE CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Bank of New York Mellon Corp | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
CIBC Asset Management Inc | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Ameritas Investment Partners, Inc. | 25 | 25 | 0.01% | 0.05% | 0.15% | Q3 2017 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.04% | 0.18% | Q3 2017 | Q3 2023 | 25 |
AMERICAN INTERNATIONAL GROUP, INC. | 25 | 25 | 0.01% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 25 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 25 |
Ipswich Investment Management Co., Inc. | 25 | 25 | 0.04% | 0.08% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Ancora Advisors LLC | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Caption Management, LLC | 10 | 2 | 0.00% | 0.16% | 0.63% | Q3 2020 | Q3 2023 | 25 |
UBS ASSET MANAGEMENT AMERICAS INC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
NEW YORK STATE COMMON RETIREMENT FUND | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
DIMENSIONAL FUND ADVISORS LP | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
VAN ECK ASSOCIATES CORP | 25 | 25 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
GABELLI FUNDS LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
AMALGAMATED BANK | 25 | 25 | 0.01% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
LPL Financial LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
BlackRock Inc. | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Legal & General Group Plc | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
ProShare Advisors LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
CoreCommodity Management, LLC | 25 | 25 | 0.10% | 0.69% | 2.91% | Q3 2017 | Q3 2023 | 25 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.01% | 0.15% | Q3 2017 | Q3 2023 | 25 |
AMERIPRISE FINANCIAL INC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 25 | 25 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 25 |
NORTHERN TRUST CORP | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
RHUMBLINE ADVISERS | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Hodges Capital Management Inc. | 25 | 25 | 0.09% | 2.19% | 4.58% | Q3 2017 | Q3 2023 | 25 |
VANGUARD GROUP INC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Walleye Capital LLC | 7 | 3 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
DEUTSCHE BANK AG\ | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
STATE STREET CORP | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
ALLIANCEBERNSTEIN L.P. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
JPMORGAN CHASE & CO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
JAMES INVESTMENT RESEARCH INC | 25 | 25 | 0.01% | 0.12% | 0.37% | Q3 2017 | Q3 2023 | 25 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Swiss National Bank | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
VOYA INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
PRUDENTIAL FINANCIAL INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Invesco Ltd. | 25 | 25 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 25 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Parallel Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
PRINCIPAL FINANCIAL GROUP INC | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Hudock, Inc. | 25 | 25 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q3 2023 | 25 |
PRICE T ROWE ASSOCIATES INC /MD/ | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MORGAN STANLEY | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Gallagher Fiduciary Advisors, LLC | 25 | 25 | 0.53% | 2.30% | 5.53% | Q3 2017 | Q3 2023 | 25 |
Neuberger Berman Group LLC | 25 | 25 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
Investors Research Corp | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
SG Americas Securities, LLC | 20 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 24 |
First Dallas Securities Inc. | 13 | 11 | 0.14% | 1.33% | 2.71% | Q3 2017 | Q3 2023 | 24 |
FMR LLC | 24 | 24 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Russell Investments Group, Ltd. | 19 | 5 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 24 |
ARS Investment Partners, LLC | 19 | 5 | 0.02% | 1.53% | 4.49% | Q3 2017 | Q3 2023 | 24 |
Cetera Advisors LLC | 16 | 8 | 0.01% | 0.20% | 0.80% | Q3 2017 | Q3 2023 | 24 |
Cetera Advisor Networks LLC | 24 | 24 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 24 |
GRIFFIN ASSET MANAGEMENT, INC. | 24 | 24 | 0.05% | 0.25% | 0.57% | Q4 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 21 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Private Advisor Group, LLC | 19 | 5 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.01% | 0.08% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Sheaff Brock Investment Advisors, LLC | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 23 |
ROYCE & ASSOCIATES LP | 23 | 23 | 0.00% | 0.10% | 0.21% | Q4 2017 | Q2 2023 | 23 |
GUGGENHEIM CAPITAL LLC | 12 | 11 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 23 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 23 |
TCI Wealth Advisors, Inc. | 23 | 23 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2023 | 23 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 23 |
B & T Capital Management DBA Alpha Capital Management | 16 | 7 | 0.02% | 0.15% | 0.64% | Q3 2017 | Q2 2023 | 23 |
COMERICA BANK | 22 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 18 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
South Dakota Investment Council | 22 | 22 | 0.03% | 0.14% | 0.42% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
STRS OHIO | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
Moors & Cabot, Inc. | 17 | 4 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 21 | 1 | 0.01% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 22 |
NORGES BANK | 22 | 22 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
Man Group plc | 14 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
MILLER VALUE PARTNERS, LLC | 8 | 6 | 0.00% | 0.52% | 2.29% | Q3 2017 | Q2 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.06% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.04% | 0.12% | 0.21% | Q3 2018 | Q3 2023 | 21 |
NJ State Employees Deferred Compensation Plan | 21 | 21 | 0.05% | 0.21% | 0.49% | Q3 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 17 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
AQR Capital Management | 12 | 9 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
EATON VANCE MANAGEMENT | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
PANAGORA ASSET MANAGEMENT INC | 16 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 21 |
Barnett & Company, Inc. | 11 | 10 | 0.01% | 0.25% | 0.72% | Q3 2017 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 19 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 16 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 4 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2023 | 20 |
Pinnacle Holdings, LLC | 20 | 20 | 0.25% | 0.67% | 1.35% | Q4 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2022 | 20 |
MACQUARIE GROUP LTD | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 13 | 6 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Cerity Partners LLC | 19 | 19 | 0.01% | 0.05% | 0.22% | Q4 2018 | Q2 2023 | 19 |
NORDEA INVESTMENT MANAGEMENT AB | 13 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
MetLife Investment Management, LLC | 11 | 2 | 0.01% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 19 |
HERITAGE INVESTORS MANAGEMENT CORP | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Cedar Brook Financial Partners, LLC | 14 | 5 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2023 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 19 | 19 | 0.00% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 19 |
IndexIQ Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
WEDBUSH SECURITIES INC | 10 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 12 | 1 | 0.00% | 0.05% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 19 |
NVWM, LLC | 16 | 2 | 0.00% | 0.11% | 0.46% | Q4 2018 | Q3 2023 | 18 |
GENERAL AMERICAN INVESTORS CO INC | 18 | 18 | 0.34% | 0.76% | 1.31% | Q2 2019 | Q3 2023 | 18 |
Murphy Pohlad Asset Management LLC | 18 | 18 | 0.04% | 0.12% | 0.59% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Winch Advisory Services, LLC | 11 | 7 | 0.00% | 0.05% | 0.36% | Q1 2018 | Q3 2023 | 18 |
Versant Capital Management, Inc | 17 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2023 | 18 |
Hartford Financial Management Inc. | 11 | 7 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2022 | 18 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.06% | 0.28% | Q1 2018 | Q3 2023 | 18 |
Empirical Finance, LLC | 8 | 1 | 0.04% | 0.19% | 0.51% | Q3 2017 | Q2 2023 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Aequim Alternative Investments LP | 9 | 8 | 0.02% | 0.60% | 1.93% | Q2 2019 | Q3 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q3 2023 | 17 |
AdvisorNet Financial, Inc | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Allred Capital Management, LLC | 17 | 17 | 0.17% | 0.45% | 0.68% | Q3 2019 | Q3 2023 | 17 |
State of Alaska, Department of Revenue | 16 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q4 2022 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.05% | 0.17% | Q3 2017 | Q3 2023 | 17 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
QUADRANT CAPITAL GROUP LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
NEXT Financial Group, Inc | 14 | 3 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q4 2021 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
GENDELL JEFFREY L | 13 | 3 | 0.29% | 3.73% | 12.78% | Q3 2017 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Crossmark Global Holdings, Inc. | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Zuckerman Investment Group, LLC | 16 | 16 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Parkside Financial Bank & Trust | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Quinn Opportunity Partners LLC | 15 | 1 | 0.05% | 0.19% | 0.37% | Q3 2017 | Q3 2023 | 16 |
SHELTON CAPITAL MANAGEMENT | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Mraz, Amerine & Associates, Inc. | 16 | 16 | 0.02% | 0.24% | 0.63% | Q4 2019 | Q3 2023 | 16 |
PROFUND ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Arizona State Retirement System | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TEXAS PERMANENT SCHOOL FUND CORP | 16 | 16 | 0.02% | 0.07% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Oxbow Advisors, LLC | 8 | 3 | 0.04% | 0.15% | 0.28% | Q3 2018 | Q3 2023 | 16 |
Louisiana State Employees Retirement System | 16 | 16 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
ClariVest Asset Management LLC | 9 | 3 | 0.00% | 0.06% | 0.20% | Q3 2017 | Q3 2023 | 16 |
Sigma Planning Corp | 10 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Kerntke Otto McGlone Wealth Management Group | 16 | 16 | 0.14% | 0.89% | 3.26% | Q4 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.04% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 16 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Crumly & Associates Inc. | 16 | 16 | 0.09% | 0.62% | 1.52% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.10% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Shoker Investment Counsel, Inc. | 15 | 15 | 0.03% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 15 |
TSFG, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Twin Tree Management, LP | 8 | 2 | 0.01% | 0.03% | 0.20% | Q4 2020 | Q3 2023 | 15 |
ING GROEP NV | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Founders Capital Management | 13 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q4 2023 | 15 |
Supplemental Annuity Collective Trust of NJ | 15 | 15 | 0.15% | 0.35% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Roble, Belko & Company, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 15 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 10 | 5 | 0.00% | 0.14% | 0.48% | Q2 2019 | Q3 2023 | 15 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 10 | 5 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
DAVENPORT & Co LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 14 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 10 | 1 | 0.02% | 0.10% | 0.30% | Q4 2018 | Q3 2022 | 14 |
Savior LLC | 12 | 2 | 0.04% | 2.55% | 5.52% | Q4 2019 | Q3 2023 | 14 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 14 |
Fruth Investment Management | 14 | 14 | 0.03% | 0.29% | 0.57% | Q2 2020 | Q3 2023 | 14 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.06% | 0.34% | Q3 2017 | Q4 2022 | 14 |
Gradient Investments LLC | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 12 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q4 2023 | 14 |
Kovack Advisors, Inc. | 8 | 5 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q1 2023 | 14 |
Aperio Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 14 |
XPONANCE, INC. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.01% | 0.06% | Q3 2020 | Q3 2023 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 2 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 13 |
K2 PRINCIPAL FUND, L.P. | 6 | 1 | 0.02% | 0.32% | 1.31% | Q1 2019 | Q2 2023 | 13 |
State of Tennessee, Treasury Department | 8 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 13 |
TERRIL BROTHERS, INC. | 11 | 2 | 0.02% | 5.36% | 29.92% | Q2 2020 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 7 | 1 | 0.02% | 0.14% | 0.53% | Q1 2018 | Q3 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q4 2022 | 13 |
NATIXIS ADVISORS, L.P. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Traynor Capital Management, Inc. | 5 | 3 | 0.00% | 0.14% | 0.28% | Q3 2017 | Q1 2023 | 13 |
WEALTH ADVISORS, INC. | 7 | 3 | 0.01% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 10 | 3 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 13 |
COWEN AND COMPANY, LLC | 5 | 5 | 0.00% | 0.11% | 0.40% | Q4 2019 | Q4 2020 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.06% | 0.20% | 0.38% | Q1 2019 | Q1 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 4 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 13 |
Ensign Peak Advisors, Inc | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.04% | 0.23% | 0.65% | Q2 2018 | Q1 2023 | 13 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.19% | 1.72% | Q3 2017 | Q1 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
SAGE RHINO CAPITAL LLC | 7 | 2 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 13 |
BTC Capital Management, Inc. | 12 | 12 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q2 2022 | 12 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.09% | 0.42% | Q4 2017 | Q3 2023 | 12 |
CONGRESS ASSET MANAGEMENT CO /MA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 12 |
Capital Analysts, LLC | 7 | 5 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 12 |
HENNESSY ADVISORS INC | 7 | 5 | 0.10% | 0.43% | 1.33% | Q3 2018 | Q3 2023 | 12 |
Bridgewater Associates | 9 | 1 | 0.01% | 0.15% | 0.35% | Q3 2017 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.05% | 0.15% | 0.28% | Q3 2017 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.11% | 0.52% | Q1 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.02% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
MERIDIAN INVESTMENT COUNSEL INC. | 12 | 12 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q2 2020 | 12 |
NewEdge Advisors, LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 12 |
Archer Investment Corp | 12 | 12 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
BDO Wealth Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Portman Square Capital LLP | 4 | 4 | 0.01% | 0.11% | 0.38% | Q4 2022 | Q3 2023 | 12 |
Hexagon Capital Partners LLC | 10 | 10 | 0.01% | 0.25% | 0.85% | Q2 2021 | Q3 2023 | 12 |
Seelaus Asset Management LLC | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2020 | 12 |
Dorsey & Whitney Trust CO LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
CI INVESTMENTS INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Equitable Holdings, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 11 |
BESSEMER GROUP INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Yorktown Management & Research Co Inc | 11 | 11 | 0.82% | 1.19% | 1.88% | Q1 2021 | Q3 2023 | 11 |
AVANTAX ADVISORY SERVICES, INC. | 10 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Pacer Advisors, Inc. | 11 | 11 | 0.02% | 0.27% | 0.52% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.05% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 5 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 11 |
World Asset Management Inc | 8 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 11 |
COLONY GROUP LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 11 | 11 | 0.06% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Weil Company, Inc. | 11 | 11 | 0.14% | 0.86% | 1.24% | Q1 2021 | Q3 2023 | 11 |
STOCK YARDS BANK & TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SECURIAN ASSET MANAGEMENT, INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Slate Path Capital LP | 10 | 1 | 0.30% | 0.73% | 2.95% | Q4 2020 | Q3 2023 | 11 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Retirement Systems of Alabama | 11 | 11 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Inspire Investing, LLC | 7 | 1 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q4 2020 | 11 |
First Washington CORP | 11 | 11 | 1.87% | 2.28% | 3.65% | Q1 2021 | Q3 2023 | 11 |
LSV ASSET MANAGEMENT | 11 | 11 | 0.00% | 0.05% | 0.15% | Q1 2018 | Q3 2020 | 11 |
NAVELLIER & ASSOCIATES INC | 9 | 1 | 0.02% | 0.06% | 0.11% | Q3 2019 | Q1 2023 | 11 |
BerganKDV Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 6 | 1 | 0.02% | 0.15% | 0.62% | Q1 2018 | Q4 2022 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.07% | 0.23% | Q4 2017 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 11 |
CENTAURUS FINANCIAL, INC. | 8 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 11 |
CAAS CAPITAL MANAGEMENT LP | 3 | 2 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 11 |
Adirondack Research & Management Inc. | 9 | 2 | 0.10% | 1.44% | 2.37% | Q3 2017 | Q3 2021 | 11 |
Edgestream Partners, L.P. | 10 | 1 | 0.02% | 0.15% | 0.56% | Q1 2018 | Q4 2022 | 11 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
EPG Wealth Management LLC | 10 | 10 | 0.07% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 10 |
FinTrust Capital Advisors, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bluefin Trading, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2018 | 10 |
Accredited Investors Inc. | 10 | 10 | 0.06% | 0.11% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Utah Retirement Systems | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Janney Capital Management LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 10 |
USAdvisors Wealth Management, LLC | 4 | 1 | 0.06% | 0.11% | 0.18% | Q4 2017 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.18% | 0.23% | 0.36% | Q2 2021 | Q3 2023 | 10 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.32% | Q2 2018 | Q1 2022 | 10 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.03% | 0.07% | 0.16% | Q2 2021 | Q3 2023 | 10 |
PARSONS CAPITAL MANAGEMENT INC/RI | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 7 | 7 | 0.58% | 6.23% | 13.39% | Q1 2018 | Q3 2019 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 10 |
LMR Partners LLP | 5 | 1 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q4 2022 | 10 |
Versor Investments LP | 6 | 1 | 0.01% | 0.08% | 0.19% | Q3 2017 | Q2 2023 | 10 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Hoese & Co LLP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Encompass Capital Advisors LLC | 4 | 1 | 0.49% | 1.43% | 2.88% | Q2 2018 | Q2 2023 | 10 |
KGH Ltd | 5 | 1 | 0.00% | 2.62% | 5.97% | Q1 2018 | Q4 2021 | 10 |
ADVISOR PARTNERS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 10 | 10 | 0.16% | 0.24% | 0.35% | Q3 2017 | Q4 2019 | 10 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Mariner, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Treasurer of the State of North Carolina | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TEGEAN CAPITAL MANAGEMENT, LLC | 10 | 10 | 3.05% | 3.95% | 6.62% | Q3 2017 | Q4 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Saba Capital Management, L.P. | 3 | 2 | 0.01% | 0.23% | 0.42% | Q1 2020 | Q3 2023 | 10 |
Tuscan Ridge Asset Management LLC | 5 | 5 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q4 2019 | 10 |
Sutton Wealth Advisors Inc. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 10 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
HEARTLAND ADVISORS INC | 10 | 10 | 0.01% | 0.08% | 0.42% | Q3 2017 | Q4 2019 | 10 |
1832 Asset Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COMMERCE BANK | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
Brandywine Global Investment Management, LLC | 7 | 2 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 9 |
Tortoise Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q3 2019 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
MBB PUBLIC MARKETS I LLC | 6 | 1 | 0.01% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 9 |
HOWE & RUSLING INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 9 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 9 | 9 | 0.18% | 0.76% | 1.08% | Q1 2018 | Q1 2020 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.11% | 0.28% | Q1 2018 | Q3 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.01% | 0.04% | 0.11% | Q3 2018 | Q3 2022 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.14% | 0.31% | Q3 2020 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.29% | 0.46% | 0.77% | Q4 2020 | Q4 2022 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NEVILLE RODIE & SHAW INC | 9 | 9 | 0.09% | 0.22% | 0.62% | Q4 2021 | Q4 2023 | 9 |
Brick & Kyle, Associates | 9 | 9 | 1.27% | 1.68% | 2.83% | Q3 2021 | Q3 2023 | 9 |
SCOTIA CAPITAL INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 9 |
MYDA Advisors LLC | 3 | 1 | 0.03% | 0.47% | 1.70% | Q3 2018 | Q1 2023 | 9 |
Ninety One UK Ltd | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.04% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Orca Investment Management, LLC | 9 | 9 | 0.14% | 0.20% | 0.28% | Q3 2017 | Q3 2019 | 9 |
JB Capital LLC | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
180 WEALTH ADVISORS, LLC | 7 | 2 | 0.05% | 0.14% | 0.22% | Q1 2020 | Q3 2023 | 9 |
Visionary Wealth Advisors | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
tru Independence LLC | 9 | 9 | 1.20% | 1.74% | 2.72% | Q3 2021 | Q3 2023 | 9 |
Truvestments Capital LLC | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.01% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 9 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2021 | 9 |
West Oak Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Compagnie Lombard Odier SCmA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
State of Wyoming | 9 | 9 | 0.01% | 0.04% | 0.12% | Q3 2021 | Q3 2023 | 9 |
HBC Financial Services, PLLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.08% | 0.12% | 0.20% | Q3 2020 | Q3 2022 | 9 |
SOA Wealth Advisors, LLC. | 7 | 2 | 0.00% | 0.09% | 0.20% | Q2 2021 | Q3 2023 | 9 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
S.A. Mason LLC | 6 | 2 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
WS MANAGEMENT LLLP | 8 | 8 | 0.14% | 0.56% | 1.03% | Q3 2021 | Q2 2023 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
S.E.E.D. Planning Group LLC | 8 | 8 | 0.06% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.56% | 0.99% | 2.07% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.87% | 1.18% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Vestcor Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Drexel Morgan & Co. | 5 | 1 | 0.40% | 9.56% | 17.47% | Q3 2020 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.15% | 0.36% | Q1 2019 | Q1 2023 | 8 |
Windsor Creek Advisors, LLC | 3 | 2 | 0.01% | 0.12% | 0.70% | Q3 2019 | Q2 2021 | 8 |
APG Asset Management N.V. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.16% | 0.20% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.08% | 0.16% | Q1 2018 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ALPS ADVISORS INC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
AllSquare Wealth Management LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 7 | 1 | 0.01% | 0.15% | 0.29% | Q1 2021 | Q3 2023 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.37% | 0.51% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields & Co., LLC | 8 | 8 | 0.06% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2022 | 8 |
Fosun International Ltd | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2020 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 8 |
KG&L Capital Management,LLC | 8 | 8 | 0.10% | 0.17% | 0.22% | Q3 2020 | Q2 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.18% | 0.31% | 0.61% | Q4 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.05% | 0.15% | Q3 2017 | Q3 2021 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
Belpointe Asset Management LLC | 8 | 8 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q1 2023 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Key Square Capital Management LLC | 5 | 3 | 1.74% | 7.96% | 14.93% | Q1 2018 | Q4 2021 | 8 |
Jacobi Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
PLUSTICK MANAGEMENT LLC | 8 | 8 | 4.34% | 7.26% | 10.57% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.07% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.05% | 0.12% | 0.20% | Q3 2017 | Q4 2022 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.36% | 0.54% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DENALI ADVISORS LLC | 6 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.15% | 0.46% | Q3 2018 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Warther Private Wealth, LLC | 8 | 8 | 0.58% | 1.37% | 2.38% | Q2 2021 | Q1 2023 | 8 |
Accel Wealth Management | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q1 2023 | 8 |
Alpha Paradigm Partners, LLC | 7 | 1 | 0.04% | 0.25% | 0.36% | Q4 2020 | Q4 2022 | 8 |
SRS Capital Advisors, Inc. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.30% | 0.36% | 0.53% | Q4 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 8 |
Joseph P. Lucia & Associates, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.02% | 0.54% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Perennial Investment Advisors, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 3 | 0.03% | 0.16% | 0.28% | Q3 2021 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Quad-Cities Investment Group, LLC | 7 | 7 | 0.18% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 7 |
CHICAGO EQUITY PARTNERS LLC | 7 | 7 | 0.03% | 0.10% | 0.23% | Q3 2017 | Q1 2019 | 7 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.07% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Centric Wealth Management | 3 | 1 | 0.01% | 0.60% | 0.91% | Q2 2020 | Q2 2022 | 7 |
KELLEHER FINANCIAL ADVISORS | 5 | 2 | 0.12% | 0.18% | 0.24% | Q1 2020 | Q1 2022 | 7 |
Polianta Ltd | 6 | 1 | 0.43% | 0.52% | 0.63% | Q4 2021 | Q3 2023 | 7 |
EMERALD ADVISERS, LLC | 4 | 1 | 0.00% | 0.30% | 0.56% | Q3 2017 | Q3 2020 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TEACHERS ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
IHT Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.02% | 0.06% | 0.14% | Q2 2018 | Q2 2021 | 7 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
DLD Asset Management, LP | 6 | 1 | 0.01% | 0.09% | 0.16% | Q4 2018 | Q4 2020 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Neo Ivy Capital Management | 4 | 1 | 0.01% | 0.32% | 0.71% | Q2 2019 | Q3 2022 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.05% | 0.19% | Q3 2017 | Q1 2019 | 7 |
Newbridge Financial Services Group, Inc. | 5 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Omnia Family Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Amundi | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.16% | 0.43% | Q3 2020 | Q2 2023 | 7 |
Patient Capital Management, LLC | 7 | 7 | 1.18% | 2.22% | 3.23% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA FIRST LEASING CORP | 7 | 7 | 2.16% | 2.82% | 4.27% | Q1 2022 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 7 |
Harvest Fund Management Co., Ltd | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 7 |
CARLSON CAPITAL L P | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 7 |
Penn Capital Management Company, LLC | 6 | 1 | 0.47% | 0.58% | 0.69% | Q3 2017 | Q3 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Providence Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q4 2022 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.02% | 0.10% | 0.43% | Q3 2018 | Q1 2020 | 7 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.00% | 0.10% | 0.21% | Q1 2023 | Q3 2023 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.00% | 0.12% | 0.44% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
First Eagle Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q1 2022 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
WINTRUST INVESTMENTS LLC | 7 | 7 | 0.04% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
NewSquare Capital LLC | 4 | 3 | 0.00% | 0.21% | 0.51% | Q1 2021 | Q2 2023 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Freedom Investment Management, Inc. | 6 | 1 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Human Investing LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 7 | 7 | 0.25% | 0.33% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Alberta Investment Management Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2022 | 7 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
DnB Asset Management AS | 7 | 7 | 0.01% | 0.01% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2022 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.03% | 0.07% | 0.12% | Q3 2021 | Q1 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.09% | 0.29% | Q3 2017 | Q3 2019 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.00% | 0.30% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Regent Investment Management LLC | 5 | 1 | 0.03% | 0.05% | 0.12% | Q3 2017 | Q4 2021 | 7 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 1 | 0.00% | 0.20% | 0.47% | Q3 2017 | Q3 2020 | 7 |
Csenge Advisory Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Walthausen & Co., LLC | 7 | 7 | 0.47% | 0.81% | 1.02% | Q1 2021 | Q3 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.39% | 0.65% | 1.14% | Q1 2022 | Q3 2023 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
PRUDENTIAL PLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.08% | 0.21% | 0.39% | Q4 2020 | Q2 2023 | 6 |
Elo Mutual Pension Insurance Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Factorial Partners, LLC | 6 | 6 | 0.31% | 1.10% | 1.72% | Q3 2018 | Q4 2019 | 6 |
COURIER CAPITAL LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
361 CAPITAL LLC | 6 | 6 | 0.32% | 0.38% | 0.44% | Q1 2018 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q4 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 6 | 0.47% | 0.98% | 1.35% | Q2 2021 | Q3 2022 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.03% | 0.26% | 0.38% | Q3 2017 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.19% | 0.34% | Q3 2019 | Q2 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.03% | 0.22% | 0.59% | Q4 2018 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 2 | 1 | 0.00% | 0.09% | 0.21% | Q2 2021 | Q3 2023 | 6 |
Daiwa Securities Group Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Meixler Investment Management, Ltd. | 2 | 1 | 0.01% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 6 |
Cubic Asset Management, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
683 Capital Management, LLC | 4 | 4 | 0.06% | 0.40% | 0.90% | Q4 2022 | Q3 2023 | 6 |
Anchor Bolt Capital, LP | 3 | 3 | 0.43% | 1.85% | 3.73% | Q1 2019 | Q3 2019 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 6 |
Dakota Wealth Management | 6 | 6 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
AVIVA PLC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.09% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IFM Investors Pty Ltd | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PEAK6 Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q1 2022 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 6 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2020 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.04% | 0.05% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Capital CS Group, LLC | 4 | 4 | 0.01% | 0.30% | 0.52% | Q2 2022 | Q1 2023 | 6 |
Community Bank of Raymore | 6 | 6 | 0.51% | 0.84% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 6 | 0.12% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.39% | 0.94% | Q1 2021 | Q3 2023 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.01% | 0.15% | 0.35% | Q4 2018 | Q3 2023 | 6 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.00% | 0.09% | 0.25% | Q1 2018 | Q3 2023 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Mount Lucas Management LP | 6 | 6 | 0.12% | 0.20% | 0.28% | Q4 2021 | Q1 2023 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 6 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 5 | 1 | 0.08% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 6 |
DekaBank Deutsche Girozentrale | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.03% | 0.16% | Q3 2017 | Q2 2021 | 6 |
Aristides Capital LLC | 4 | 2 | 0.10% | 0.20% | 0.40% | Q3 2020 | Q1 2022 | 6 |
Asset Management One Co., Ltd. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
JHL Capital Group LLC | 3 | 3 | 0.90% | 2.47% | 4.54% | Q3 2017 | Q2 2019 | 6 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KBC Group NV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q1 2022 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
XR Securities LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q4 2022 | 6 |
Gulf International Bank (UK) Ltd | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Altus Wealth Group LLC | 4 | 1 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 6 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
Harbour Capital Advisors, LLC | 4 | 2 | 0.12% | 0.15% | 0.23% | Q3 2021 | Q4 2023 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Allen Capital Group, LLC | 5 | 1 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q1 2023 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Foundations Investment Advisors, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Ruffer LLP | 6 | 6 | 2.30% | 4.43% | 6.72% | Q2 2018 | Q3 2019 | 6 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.07% | 0.20% | 0.32% | Q3 2018 | Q1 2022 | 6 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.14% | 0.52% | 0.95% | Q4 2020 | Q1 2022 | 6 |
Financial Management Professionals, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q4 2020 | 6 |
Sandy Spring Bank | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 6 |
Korea Investment CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Empowered Funds, LLC | 5 | 5 | 0.34% | 0.49% | 0.58% | Q3 2021 | Q3 2022 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Lion Street Advisors, LLC | 1 | 1 | 0.08% | 1.04% | 4.76% | Q1 2021 | Q2 2023 | 5 |
Capital Markets Trading UK LLP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Morse Asset Management, Inc | 5 | 5 | 0.10% | 0.31% | 0.80% | Q2 2021 | Q2 2022 | 5 |
MidWestOne Financial Group, Inc. | 5 | 5 | 0.07% | 0.21% | 0.32% | Q3 2022 | Q3 2023 | 5 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 3 | 2 | 0.03% | 0.15% | 0.32% | Q2 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
L & S Advisors Inc | 2 | 1 | 0.02% | 0.51% | 0.95% | Q3 2019 | Q1 2022 | 5 |
Cutter & CO Brokerage, Inc. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q3 2022 | 5 |
Arkadios Wealth Advisors | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 5 |
Mutual Advisors, LLC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 5 |
MADISON INVESTMENT HOLDINGS INC | 5 | 5 | 0.12% | 0.19% | 0.33% | Q2 2018 | Q2 2019 | 5 |
WINTON GROUP Ltd | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Symmetry Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 5 |
Private Wealth Strategies, L.L.C. | 5 | 5 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
WESTPAC BANKING CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Choate Investment Advisors | 4 | 1 | 0.01% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 5 |
E&G Advisors, LP | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q3 2022 | 5 |
ALPHA WINDWARD LLC | 4 | 1 | 0.01% | 0.24% | 0.34% | Q2 2018 | Q3 2019 | 5 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.04% | 0.28% | 0.78% | Q1 2021 | Q1 2022 | 5 |
Bangor Savings Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GAMCO INVESTORS, INC. ET AL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
D.B. Root & Company, LLC | 4 | 1 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q1 2022 | 5 |
Symmetry Investments LP | 3 | 1 | 0.10% | 0.24% | 0.29% | Q2 2021 | Q2 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 5 |
SOUND SHORE MANAGEMENT INC /CT/ | 5 | 5 | 2.22% | 2.49% | 2.64% | Q3 2022 | Q3 2023 | 5 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2020 | 5 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Buckley Wealth Management, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q2 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.11% | 0.14% | 0.20% | Q4 2021 | Q4 2022 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2018 | Q1 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 5 |
WHITEBOX ADVISORS LLC | 3 | 2 | 0.02% | 0.06% | 0.09% | Q3 2017 | Q3 2022 | 5 |
SEARLE & CO. | 3 | 1 | 0.06% | 0.10% | 0.14% | Q3 2017 | Q1 2020 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EVERENCE CAPITAL MANAGEMENT INC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q4 2020 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.08% | 0.10% | 0.14% | Q3 2017 | Q3 2018 | 5 |
CAMG Solamere Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.10% | Q3 2017 | Q3 2018 | 5 |
Turiya Advisors Asia Ltd | 4 | 1 | 13.72% | 33.33% | 54.45% | Q4 2020 | Q1 2022 | 5 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q3 2022 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q4 2021 | 5 |
Renaissance Technologies | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q1 2023 | 5 |
Robeco Institutional Asset Management B.V. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.24% | 0.66% | 0.96% | Q4 2021 | Q4 2022 | 5 |
Foundry Partners, LLC | 5 | 5 | 0.18% | 0.22% | 0.28% | Q3 2018 | Q3 2019 | 5 |
Trust Investment Advisors | 5 | 5 | 0.24% | 0.33% | 0.53% | Q4 2021 | Q4 2022 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q1 2023 | 5 |
Cooper Financial Group | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 5 |
Freestone Capital Holdings, LLC | 3 | 2 | 0.00% | 0.07% | 0.14% | Q3 2017 | Q4 2020 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 5 | 0.04% | 0.15% | 0.24% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
Atlas Private Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Sterneck Capital Management, LLC | 3 | 1 | 0.16% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Atom Investors LP | 2 | 1 | 0.05% | 0.13% | 0.18% | Q4 2018 | Q3 2023 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.23% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q1 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Covea Finance | 4 | 4 | 0.08% | 0.12% | 0.17% | Q1 2023 | Q4 2023 | 4 |
Zions Bancorporation, N.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.19% | 0.53% | Q2 2021 | Q4 2022 | 4 |
Contrarius Investment Management Ltd | 4 | 4 | 0.70% | 1.79% | 4.50% | Q1 2022 | Q4 2022 | 4 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2021 | 4 |
BEDDOW CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2019 | Q3 2020 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2018 | 4 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 4 |
LifePro Asset Management | 2 | 2 | 2.58% | 2.99% | 3.75% | Q2 2021 | Q1 2023 | 4 |
AlphaCentric Advisors LLC | 3 | 1 | 0.02% | 0.07% | 0.12% | Q4 2021 | Q1 2023 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 4 |
PECONIC PARTNERS LLC | 3 | 1 | 0.44% | 2.99% | 7.19% | Q4 2020 | Q1 2023 | 4 |
Pelham Capital Ltd. | 4 | 4 | 2.54% | 2.97% | 3.50% | Q3 2018 | Q2 2019 | 4 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GeoSphere Capital Management, LLC | 2 | 1 | 1.51% | 2.96% | 5.71% | Q2 2019 | Q4 2022 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PointState Capital LP | 4 | 4 | 0.02% | 0.13% | 0.26% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
HHM Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
OSSIAM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.11% | 0.20% | Q1 2022 | Q2 2023 | 4 |
Asio Capital, LLC | 4 | 4 | 0.48% | 0.63% | 0.71% | Q2 2021 | Q1 2022 | 4 |
Ameritas Investment Company, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2022 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.05% | 0.11% | 0.20% | Q2 2019 | Q3 2021 | 4 |
V Wealth Advisors LLC | 4 | 4 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q4 2020 | 4 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 4 |
X-Square Capital, LLC | 3 | 1 | 0.20% | 0.41% | 0.55% | Q3 2021 | Q1 2023 | 4 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 4 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2021 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.03% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 4 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Vantage Financial Partners, LLC | 4 | 4 | 0.19% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
PLATINUM INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.08% | 0.10% | 0.14% | Q2 2021 | Q1 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.38% | 0.77% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 2 | 1 | 0.10% | 0.32% | 0.50% | Q4 2020 | Q1 2022 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Hartree Partners, LP | 2 | 2 | 0.14% | 0.52% | 1.01% | Q2 2019 | Q1 2021 | 4 |
SYNOVUS FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
Triumph Capital Management | 3 | 1 | 0.22% | 0.26% | 0.28% | Q2 2021 | Q1 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TECTONIC ADVISORS LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
AustralianSuper Pty Ltd | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
F&V Capital Management, LLC | 4 | 4 | 1.12% | 1.52% | 1.92% | Q1 2022 | Q4 2022 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Jade Capital Advisors, LLC | 1 | 1 | 0.11% | 1.07% | 1.75% | Q4 2019 | Q4 2022 | 4 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2021 | 4 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2020 | 4 |
Handelsbanken Fonder AB | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Eidelman Virant Capital | 3 | 1 | 0.16% | 0.19% | 0.25% | Q2 2021 | Q2 2022 | 4 |
CONNING INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Cardinal Capital Management | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2021 | Q4 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.03% | 0.12% | Q2 2023 | Q3 2023 | 4 |
Portolan Capital Management | 2 | 1 | 0.30% | 0.52% | 0.71% | Q1 2018 | Q3 2021 | 4 |
Plaisance Capital LLC | 1 | 1 | 0.54% | 1.01% | 1.48% | Q4 2020 | Q4 2021 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.14% | 0.18% | 0.20% | Q3 2018 | Q2 2019 | 4 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 1.17% | 4.58% | Q1 2019 | Q3 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
P&S Credit Management, L.P. | 4 | 4 | 1.25% | 1.99% | 3.20% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CIM INVESTMENT MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q3 2017 | Q2 2018 | 4 |
TOWLE & CO | 4 | 4 | 3.44% | 3.96% | 4.54% | Q4 2022 | Q3 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Antonetti Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 4 |
Leucadia National | 2 | 1 | 0.00% | 0.06% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Concentric Capital Strategies, LP | 2 | 1 | 0.16% | 1.25% | 1.80% | Q1 2022 | Q1 2023 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2022 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.39% | 0.49% | 0.65% | Q4 2022 | Q3 2023 | 3 |
Ashler Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 0.03% | 0.11% | 0.27% | Q2 2018 | Q4 2018 | 3 |
Tredje AP-fonden | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 3 |
Olympiad Research LP | 2 | 1 | 0.07% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 3 |
Capital World Investors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Hefty Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Concorde Asset Management, LLC | 3 | 3 | 0.44% | 0.46% | 0.47% | Q4 2018 | Q2 2019 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.37% | 1.00% | 2.10% | Q3 2021 | Q2 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 3 |
Amitell Capital Pte Ltd | 3 | 3 | 0.54% | 1.63% | 2.41% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
HighPoint Advisor Group LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.31% | 0.36% | 0.39% | Q3 2021 | Q2 2023 | 3 |
IBM Retirement Fund | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Xcel Wealth Management, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 3 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.09% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 3 |
Sound Income Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2020 | 3 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q1 2022 | 3 |
DAVIDSON TRUST CO | 3 | 3 | 0.06% | 0.13% | 0.19% | Q3 2020 | Q1 2021 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Golden Green, Inc. | 2 | 1 | 0.32% | 0.51% | 0.70% | Q4 2021 | Q3 2022 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2022 | 3 |
J. Goldman & Co LP | 2 | 2 | 0.02% | 0.14% | 0.37% | Q3 2017 | Q4 2017 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
New Jersey Better Educational Savings Trust | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Bowling Portfolio Management LLC | 2 | 1 | 0.06% | 0.14% | 0.20% | Q2 2018 | Q1 2019 | 3 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q3 2021 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2022 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.01% | 0.07% | 0.19% | Q4 2017 | Q3 2019 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.05% | 0.08% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Itau Unibanco Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Cipher Capital LP | 1 | 1 | 0.03% | 0.08% | 0.12% | Q1 2018 | Q1 2023 | 3 |
LAKE STREET PRIVATE WEALTH, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Beech Hill Advisors, Inc. | 3 | 3 | 0.27% | 0.30% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Intrepid Financial Planning Group LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
GUARDIAN CAPITAL ADVISORS LP | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q1 2023 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Laidlaw Wealth Management LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Corton Capital Inc. | 2 | 1 | 0.26% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
FRANKLIN STREET ADVISORS INC /NC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.21% | 0.39% | Q3 2022 | Q3 2023 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Kepos Capital LP | 2 | 1 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q4 2021 | 3 |
Colonial Trust Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AJO, LP | 3 | 3 | 0.11% | 0.14% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 3 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q3 2018 | 3 |
KCM INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.14% | 0.25% | 0.40% | Q4 2019 | Q1 2022 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 3 |
AFFINITY INVESTMENT ADVISORS, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q2 2019 | Q4 2019 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Redwood Financial Network Corp | 3 | 3 | 0.16% | 0.20% | 0.27% | Q1 2022 | Q3 2022 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 3 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2021 | 3 |
ACG Wealth | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Glaxis Capital Management, LLC | 2 | 1 | 0.95% | 2.37% | 3.75% | Q2 2021 | Q2 2023 | 3 |
Alambic Investment Management, L.P. | 1 | 1 | 0.02% | 0.34% | 0.70% | Q3 2017 | Q1 2019 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Scion Asset Management | 3 | 3 | 7.63% | 9.31% | 12.54% | Q4 2018 | Q2 2019 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Vectors Research Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.13% | 0.15% | Q1 2019 | Q4 2019 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.04% | 0.21% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Monarch Partners Asset Management LLC | 2 | 1 | 0.10% | 0.91% | 1.35% | Q4 2020 | Q3 2021 | 3 |
Northwest Bancshares, Inc. | 3 | 3 | 0.53% | 0.77% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CLARK ESTATES INC/NY | 3 | 3 | 0.40% | 0.46% | 0.51% | Q2 2022 | Q4 2022 | 3 |
FIL Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
TOBAM | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Horizon Kinetics | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Douglas Lane & Associates, LLC | 3 | 3 | 0.13% | 0.30% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Andra AP-fonden | 3 | 3 | 0.02% | 0.05% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
WESCAP Management Group, Inc. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Gladstone Institutional Advisory LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q2 2021 | Q4 2021 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.14% | 0.36% | 0.57% | Q1 2022 | Q3 2022 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.14% | 1.20% | 2.00% | Q4 2018 | Q2 2020 | 3 |
Carolina Wealth Advisors, LLC | 2 | 1 | 0.02% | 0.16% | 0.34% | Q4 2019 | Q2 2022 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 3 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q4 2019 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Myriad Asset Management Ltd. | 3 | 3 | 0.36% | 0.66% | 1.03% | Q2 2021 | Q4 2021 | 3 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 2 |
Sciencast Management LP | 1 | 1 | 0.03% | 0.09% | 0.15% | Q3 2019 | Q3 2021 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.52% | 0.54% | 0.56% | Q2 2021 | Q3 2021 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q1 2023 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q2 2018 | 2 |
GRIES FINANCIAL LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2021 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.18% | 0.36% | Q1 2019 | Q2 2019 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q1 2022 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q3 2022 | Q1 2023 | 2 |
Diametric Capital, LP | 2 | 2 | 0.16% | 0.30% | 0.44% | Q1 2021 | Q2 2021 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.05% | 0.23% | 0.41% | Q2 2021 | Q1 2022 | 2 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Canton Hathaway, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q4 2017 | 2 |
Qtron Investments LLC | 1 | 1 | 0.08% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.10% | 0.15% | Q4 2019 | Q1 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Jessup Wealth Management, Inc | 2 | 2 | 0.11% | 0.17% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Marketfield Asset Management LLC | 2 | 2 | 3.20% | 3.23% | 3.26% | Q4 2022 | Q1 2023 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.12% | 0.29% | 0.45% | Q2 2021 | Q3 2021 | 2 |
Russell Clark Investment Management Ltd | 2 | 2 | 0.76% | 0.93% | 1.11% | Q3 2017 | Q4 2017 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2018 | Q1 2019 | 2 |
Pomelo Capital LLC | 2 | 2 | 0.49% | 0.56% | 0.62% | Q3 2017 | Q4 2017 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Elgethun Capital Management | 2 | 2 | 0.63% | 0.88% | 1.13% | Q4 2019 | Q1 2020 | 2 |
Soviero Asset Management, LP | 1 | 1 | 0.56% | 2.09% | 3.62% | Q3 2021 | Q1 2023 | 2 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cable Hill Partners, LLC | 1 | 1 | 0.05% | 0.11% | 0.17% | Q3 2021 | Q1 2022 | 2 |
Redmond Asset Management, LLC | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Alta Wealth Advisors LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2022 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Invictus RG | 1 | 1 | 0.03% | 4.00% | 7.97% | Q3 2017 | Q1 2021 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 2 |
Capital Research Global Investors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.21% | 0.42% | Q4 2017 | Q1 2022 | 2 |
Golden State Equity Partners | 1 | 1 | 0.11% | 0.35% | 0.59% | Q1 2022 | Q2 2023 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 1.74% | 2.52% | 3.31% | Q1 2020 | Q4 2020 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.21% | 0.25% | 0.29% | Q3 2017 | Q4 2017 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Cortina Asset Management, LLC | 2 | 2 | 0.23% | 0.26% | 0.28% | Q3 2017 | Q4 2017 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Narwhal Capital Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.29% | 0.34% | 0.39% | Q2 2018 | Q4 2019 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Crawford Lake Capital Management, LLC | 1 | 1 | 0.46% | 0.55% | 0.64% | Q2 2018 | Q2 2021 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
MENTA CAPITAL LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.20% | 0.22% | 0.25% | Q2 2021 | Q4 2021 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.15% | 0.24% | 0.34% | Q4 2021 | Q1 2022 | 2 |
InterOcean Capital Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
West Branch Capital LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.85% | 1.74% | 2.63% | Q2 2019 | Q2 2022 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.57% | 0.58% | 0.59% | Q3 2021 | Q4 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q1 2019 | 2 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.19% | 0.24% | 0.29% | Q1 2019 | Q4 2019 | 2 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 2 |
Redpoint Investment Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
SECOR Capital Advisors, LP | 2 | 2 | 0.02% | 0.13% | 0.24% | Q4 2017 | Q1 2018 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FAGAN ASSOCIATES, INC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 0.04% | 0.10% | 0.16% | Q3 2018 | Q2 2019 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.21% | 0.21% | 0.22% | Q3 2021 | Q4 2021 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Kathleen S. Wright Associates Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 2 |
SEEYOND | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q4 2022 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 2 |
ACT CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
MONETTA FINANCIAL SERVICES INC | 2 | 2 | 0.40% | 0.53% | 0.67% | Q1 2022 | Q2 2022 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 3.32% | 3.82% | 4.33% | Q3 2017 | Q4 2017 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 1.33% | 1.34% | 1.35% | Q2 2021 | Q3 2021 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 1.85% | 2.63% | 3.42% | Q2 2021 | Q1 2022 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Aveo Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q4 2022 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 2 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.11% | 0.17% | 0.22% | Q2 2021 | Q4 2021 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.03% | 0.22% | 0.40% | Q3 2019 | Q1 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2022 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
Jupiter Wealth Management LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Game Plan Financial Advisors, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MAIRS & POWER INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CTC LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
TAYLOR ASSET MANAGEMENT INC | 2 | 2 | 0.25% | 1.07% | 1.89% | Q3 2017 | Q4 2017 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.53% | 0.65% | 0.78% | Q3 2018 | Q4 2018 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
EAM Investors, LLC | 1 | 1 | 0.34% | 0.42% | 0.49% | Q3 2018 | Q4 2020 | 2 |
Granby Capital Management, LLC | 2 | 2 | 1.20% | 1.20% | 1.20% | Q2 2022 | Q3 2022 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
AHL Partners LLP | 2 | 2 | 0.14% | 0.16% | 0.19% | Q3 2017 | Q4 2017 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Oak Thistle LLC | 2 | 2 | 0.19% | 0.26% | 0.34% | Q4 2021 | Q1 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
qPULA Trading Management LP | 1 | 1 | 0.91% | 0.94% | 0.96% | Q2 2021 | Q4 2021 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
THOMIST CAPITAL MANAGEMENT, LP | 2 | 2 | 1.71% | 2.22% | 2.74% | Q4 2022 | Q1 2023 | 2 |
Ibex Investors LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2018 | Q1 2022 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NATIXIS | 1 | 1 | 0.01% | 0.05% | 0.10% | Q3 2017 | Q1 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q2 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
LUMINUS MANAGEMENT LLC | 2 | 2 | 0.57% | 0.57% | 0.58% | Q3 2017 | Q4 2017 | 2 |
Global X Management CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
EADS & HEALD WEALTH MANAGEMENT | 2 | 2 | 0.11% | 0.22% | 0.34% | Q2 2022 | Q3 2022 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Bluesphere Advisors, LLC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.41% | 0.45% | 0.50% | Q4 2021 | Q1 2022 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.06% | 0.12% | 0.18% | Q3 2018 | Q2 2019 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q4 2022 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.96% | 1.15% | 1.34% | Q3 2022 | Q4 2022 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 2 |
TTP Investments, Inc. | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2021 | Q4 2021 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2017 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Corsair Capital Management | 1 | 1 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q2 2021 | 2 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 2 | 2 | 0.29% | 0.54% | 0.80% | Q3 2017 | Q4 2017 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.04% | 0.12% | 0.20% | Q1 2022 | Q2 2022 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Key Colony Management, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2022 | Q1 2022 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q2 2020 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
GQG Partners LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bornite Capital Management LP | 1 | 1 | 1.89% | 1.89% | 1.89% | Q3 2023 | Q3 2023 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
Sandbar Asset Management LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2021 | Q2 2021 | 1 |
NWAM LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Impala Asset Management LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2022 | Q1 2022 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Graves Light Lenhart Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2019 | Q4 2019 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
West Tower Group, LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SYQUANT CAPITAL SAS | 1 | 1 | 3.12% | 3.12% | 3.12% | Q1 2021 | Q1 2021 | 1 |
WEIK CAPITAL MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Summit X, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2021 | Q2 2021 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2021 | Q3 2021 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sagefield Capital LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2021 | Q2 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Covalis Capital LLP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2018 | Q2 2018 | 1 |
Beryl Capital Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2019 | Q4 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Bullseye Investment Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
EMFO, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2021 | Q3 2021 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2021 | Q1 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 5.67% | 5.67% | 5.67% | Q1 2022 | Q1 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LONDON CO OF VIRGINIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sanford Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2021 | Q4 2021 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Maple Rock Capital Partners | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2021 | Q1 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2021 | Q2 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CQS (US), LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2021 | Q2 2021 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.75% | 5.75% | 5.75% | Q1 2019 | Q1 2019 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
St. Louis Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2023 | Q3 2023 | 1 |
Robbins Farley | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Friedenthal Financial | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2019 | Q4 2019 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2019 | Q4 2019 | 1 |
Alden Global Capital LLC | 1 | 1 | 2.52% | 2.52% | 2.52% | Q1 2022 | Q1 2022 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MONECO Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2022 | Q2 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
Glen Point Capital LLP | 1 | 1 | 25.38% | 25.38% | 25.38% | Q3 2021 | Q3 2021 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
ODonnell Financial Services, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2021 | Q3 2021 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2022 | Q1 2022 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Skaana Management L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Handelsinvest Investeringsforvaltning | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
HOMESTEAD ADVISERS CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
DOHENY ASSET MANAGEMENT /CA | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2021 | Q3 2021 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Chatham Asset Management, LLC | 1 | 1 | 24.13% | 24.13% | 24.13% | Q2 2020 | Q2 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Merewether Investment Management, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Artal Group S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2021 | Q3 2021 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
III Capital Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Davis Investment Partners, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2022 | Q2 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
THRC Management, LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2021 | Q4 2021 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.33% | 4.33% | 4.33% | Q4 2017 | Q4 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Estate Counselors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 1.50% | 1.50% | 1.50% | Q3 2021 | Q3 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Quantedge Capital Pte Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2019 | Q1 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Numerai GP LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Governors Lane LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
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This page lists all the filers that currently own CLEVELAND-CLIFFS INC NEW or have owned CLEVELAND-CLIFFS INC NEW in the past.