Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 80 |
GOLDMAN SACHS GROUP INC | 19 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 47 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.07% | Q4 2012 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.07% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 42 |
BILL & MELINDA GATES FOUNDATION TRUST | 42 | 42 | 1.07% | 2.13% | 4.90% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Tweedy, Browne Co LLC | 42 | 42 | 0.91% | 2.72% | 8.44% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 38 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
NORTHERN TRUST CORP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Burgundy Asset Management Ltd. | 40 | 40 | 0.06% | 0.26% | 0.55% | Q2 2013 | Q1 2023 | 40 |
DEUTSCHE BANK AG\ | 33 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 38 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 39 |
PANAGORA ASSET MANAGEMENT INC | 33 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 29 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2022 | 38 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2023 | 37 |
VONTOBEL ASSET MANAGEMENT INC | 37 | 37 | 0.01% | 0.35% | 2.40% | Q2 2013 | Q2 2022 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
BlackRock Inc. | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
BNP PARIBAS FINANCIAL MARKETS | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
Sumitomo Mitsui Trust Holdings, Inc. | 20 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 32 |
FMR LLC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 31 |
Allianz Asset Management GmbH | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 30 |
PEAK6 Group LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 29 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Invesco Ltd. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 28 | 28 | 0.04% | 0.15% | 0.33% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q4 2019 | 28 |
GLENMEDE TRUST CO NA | 20 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 28 |
CREDIT SUISSE AG/ | 25 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
TD ASSET MANAGEMENT INC | 23 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 26 |
HARDING LOEVNER LP | 21 | 5 | 0.00% | 0.22% | 1.25% | Q2 2013 | Q3 2020 | 26 |
STATE STREET CORP | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 25 |
Mitsubishi UFJ Trust & Banking Corp | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Freedom Investment Management, Inc. | 19 | 2 | 0.02% | 0.06% | 0.15% | Q3 2014 | Q2 2023 | 25 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 19 | 5 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2020 | 24 |
AMG National Trust Bank | 10 | 5 | 0.04% | 0.10% | 0.17% | Q1 2014 | Q2 2023 | 24 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
VANGUARD GROUP INC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 23 |
Investors Research Corp | 21 | 2 | 0.05% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 23 |
OXFORD ASSET MANAGEMENT LLP | 14 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q4 2019 | 23 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 23 |
PROVIDA PENSION FUND ADMINISTRATOR | 9 | 6 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q4 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Parallel Advisors, LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
PROFUND ADVISORS LLC | 16 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 21 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Gotham Asset Management, LLC | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q2 2021 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 3 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 20 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 20 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 19 |
HUNTINGTON NATIONAL BANK | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q1 2022 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Cornerstone Advisors, Inc. | 17 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2020 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 16 | 3 | 0.00% | 0.07% | 0.74% | Q1 2016 | Q4 2020 | 19 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
ARGA Investment Management, LP | 18 | 18 | 0.18% | 2.02% | 5.32% | Q2 2015 | Q3 2019 | 18 |
Lindbrook Capital, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Freestone Capital Holdings, LLC | 16 | 2 | 0.02% | 0.11% | 0.20% | Q2 2015 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 10 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 17 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 5 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Hexavest Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2018 | 16 |
HARVEY CAPITAL MANAGEMENT INC | 10 | 6 | 0.08% | 0.32% | 0.87% | Q2 2013 | Q4 2017 | 16 |
NEXT Financial Group, Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 16 |
Virtu Financial LLC | 4 | 1 | 0.04% | 0.21% | 1.13% | Q2 2013 | Q2 2023 | 16 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.05% | 0.16% | 0.27% | Q2 2013 | Q1 2017 | 16 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Qube Research & Technologies Ltd | 13 | 2 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
HM PAYSON & CO | 15 | 15 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 15 |
SHELL ASSET MANAGEMENT CO | 15 | 15 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q4 2020 | 15 |
West Oak Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
EULAV Asset Management | 15 | 15 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q2 2018 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GFS Advisors, LLC | 9 | 5 | 0.01% | 0.16% | 0.24% | Q1 2015 | Q3 2018 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.25% | 0.76% | 1.54% | Q2 2013 | Q3 2016 | 14 |
World Asset Management Inc | 8 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 14 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 14 |
Manning & Napier Group, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 14 |
Portland Global Advisors LLC | 14 | 14 | 0.17% | 0.43% | 0.79% | Q2 2013 | Q3 2016 | 14 |
State of New Jersey Common Pension Fund D | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CONNING INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2019 | 13 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 13 |
PEAR TREE ADVISORS INC | 13 | 13 | 0.02% | 0.10% | 0.65% | Q2 2013 | Q2 2016 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
CI INVESTMENTS INC. | 7 | 6 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 13 |
Foyston, Gordon, & Payne Inc | 13 | 13 | 0.30% | 0.41% | 0.53% | Q4 2017 | Q4 2020 | 13 |
NATIXIS ADVISORS, L.P. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FEDERATED HERMES, INC. | 11 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 12 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.04% | 0.16% | 0.65% | Q3 2013 | Q4 2019 | 12 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 12 |
DSM CAPITAL PARTNERS LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2020 | 12 |
ALPS ADVISORS INC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
RENAISSANCE GROUP LLC | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BRANDES INVESTMENT PARTNERS, LP | 9 | 3 | 0.01% | 0.31% | 0.51% | Q3 2020 | Q3 2023 | 12 |
Martin Capital Partners, LLC | 12 | 12 | 1.33% | 1.95% | 2.60% | Q1 2021 | Q4 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 12 |
First PREMIER Bank | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 12 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 11 |
PRING TURNER CAPITAL GROUP INC | 11 | 11 | 1.86% | 2.49% | 3.31% | Q2 2016 | Q4 2018 | 11 |
Advisors Asset Management, Inc. | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
COMGEST GLOBAL INVESTORS S.A.S. | 11 | 11 | 0.39% | 0.98% | 1.31% | Q4 2015 | Q2 2018 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
GAM Holding AG | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
M&T BANK CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
First Eagle Investment Management, LLC | 11 | 11 | 0.01% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Probity Advisors, Inc. | 11 | 11 | 0.07% | 0.14% | 0.18% | Q1 2017 | Q3 2019 | 11 |
CAMBIAR INVESTORS LLC | 11 | 11 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q1 2023 | 11 |
CAPTRUST FINANCIAL ADVISORS | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
Asset Management One Co., Ltd. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2016 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2015 | 11 |
Archer Investment Corp | 10 | 10 | 0.19% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 10 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 10 |
Cullen Capital Management, LLC | 10 | 10 | 0.02% | 0.28% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Capital Analysts, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Smithfield Trust Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2021 | 10 |
Arkfeld Wealth Strategies, L.L.C. | 10 | 10 | 0.27% | 0.48% | 0.68% | Q2 2021 | Q3 2023 | 10 |
Discerene Group LP | 10 | 10 | 0.58% | 1.14% | 2.42% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
First Horizon Advisors, Inc. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Veracity Capital LLC | 6 | 4 | 0.08% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.15% | 0.26% | 0.35% | Q2 2021 | Q3 2023 | 10 |
MANNING & NAPIER ADVISORS LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2017 | 10 |
Vanguard Capital Wealth Advisors | 10 | 10 | 0.62% | 1.16% | 2.02% | Q2 2021 | Q3 2023 | 10 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2015 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 10 | 10 | 0.03% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Seafarer Capital Partners, LLC | 10 | 10 | 15.67% | 21.32% | 30.76% | Q2 2021 | Q3 2023 | 10 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Nachman Norwood & Parrott, Inc | 5 | 4 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2019 | 9 |
TIRSCHWELL & LOEWY INC | 9 | 9 | 0.04% | 2.02% | 3.16% | Q2 2013 | Q2 2015 | 9 |
Ashmore Group plc | 9 | 9 | 0.02% | 0.13% | 0.19% | Q1 2013 | Q1 2015 | 9 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Global Retirement Partners, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.08% | 0.28% | Q3 2014 | Q2 2023 | 9 |
Advisory Services Network, LLC | 3 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q1 2023 | 9 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.01% | 0.70% | 1.48% | Q3 2016 | Q3 2023 | 9 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 3 | 0.00% | 0.16% | 0.69% | Q3 2014 | Q3 2016 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 8 | 8 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q1 2015 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.07% | 0.24% | Q2 2016 | Q1 2023 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Centerpoint Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Whitnell & Co. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2018 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
DAVENPORT & Co LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Daiwa Securities Group Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q1 2023 | 8 |
Lester Murray Antman dba SimplyRich | 8 | 8 | 0.21% | 0.30% | 0.44% | Q4 2021 | Q3 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 3 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2021 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Symmetry Partners, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2023 | 7 |
INCA Investments LLC | 7 | 7 | 1.28% | 7.14% | 11.49% | Q2 2018 | Q4 2019 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.38% | 0.52% | 0.66% | Q2 2013 | Q4 2014 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 7 |
Pendal Group Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
American Portfolios Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
GROUP ONE TRADING, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2017 | 7 |
OPPENHEIMER & CO INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 7 |
QS Investors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
QP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.26% | 0.38% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Newfoundland Capital Management | 5 | 1 | 0.08% | 1.37% | 4.44% | Q3 2018 | Q4 2020 | 6 |
EDGE ASSET MANAGEMENT, INC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Community Capital Management, LLC | 6 | 6 | 0.52% | 0.73% | 0.98% | Q2 2022 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Cambridge Investment Research Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
First Trust Direct Indexing L.P. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2016 | 6 |
RBF Capital, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SUNTRUST BANKS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 6 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
B. Metzler seel. Sohn & Co. AG | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MOTCO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Vanguard Personalized Indexing Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HAMEL ASSOCIATES, INC. | 6 | 6 | 0.01% | 0.10% | 0.14% | Q4 2016 | Q1 2018 | 6 |
Hirtle Callaghan & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
Front Row Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bristlecone Advisors, LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2020 | 5 |
ClariVest Asset Management LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 5 |
Zurich Insurance Group Ltd/FI | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 5 |
Curated Wealth Partners LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
SPX Gestao de Recursos Ltda | 4 | 1 | 0.26% | 0.71% | 1.36% | Q3 2016 | Q4 2019 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Alhambra Investment Management LLC | 5 | 5 | 0.16% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 5 |
INVESTMENT PARTNERS, LTD. | 5 | 5 | 0.13% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 3 | 2 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BSW Wealth Partners | 4 | 1 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 5 |
DUMAC, INC. | 5 | 5 | 0.13% | 0.18% | 0.25% | Q4 2016 | Q4 2017 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.19% | 0.24% | 0.33% | Q3 2022 | Q3 2023 | 5 |
RUSSELL FRANK CO/ | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
F3Logic, LLC | 5 | 5 | 0.03% | 0.12% | 0.17% | Q4 2020 | Q4 2021 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
BlackRock Group LTD | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.20% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.00% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Wellington Shields Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.25% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Caprock Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schechter Investment Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2016 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
West Family Investments, Inc. | 3 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.74% | 0.79% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 1 | 1 | 0.11% | 0.31% | 0.63% | Q1 2017 | Q3 2021 | 4 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2022 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.78% | 0.83% | 0.91% | Q4 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.12% | 0.17% | 0.19% | Q2 2017 | Q1 2018 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 2 | 1 | 0.69% | 0.81% | 0.89% | Q1 2021 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
NTV ASSET MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Crossmark Global Holdings, Inc. | 2 | 2 | 0.03% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 4 |
FDx Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
TEALWOOD ASSET MANAGEMENT INC | 4 | 4 | 1.15% | 1.22% | 1.35% | Q1 2019 | Q4 2019 | 4 |
Emerging Global Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q3 2014 | Q2 2015 | 4 |
VPR Management LLC | 4 | 4 | 0.10% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 4 |
Atria Investments, Inc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Taika Capital, LP | 3 | 3 | 2.39% | 3.60% | 4.33% | Q3 2022 | Q1 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2018 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.12% | 0.89% | 1.48% | Q4 2015 | Q2 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Phoenix Holdings Ltd. | 3 | 3 | 0.07% | 0.92% | 1.47% | Q1 2023 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Aubrey Capital Management Ltd | 3 | 3 | 5.14% | 5.97% | 6.98% | Q1 2023 | Q3 2023 | 3 |
CAPSTONE ASSET MANAGEMENT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q4 2011 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 1.23% | 1.75% | 2.66% | Q2 2018 | Q4 2018 | 3 |
Prospera Financial Services Inc | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Csenge Advisory Group | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.43% | 0.47% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q2 2017 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.16% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
Mizuho Trust & Banking Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2016 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 1.13% | 1.24% | 1.38% | Q1 2023 | Q3 2023 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.64% | 0.74% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Boston Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.37% | 0.39% | 0.41% | Q4 2021 | Q2 2023 | 3 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2015 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 3 |
Global X Management CO LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.18% | 0.22% | 0.24% | Q1 2016 | Q3 2017 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 3 |
Banco de Sabadell, S.A | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q2 2018 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.39% | 0.62% | 0.85% | Q2 2018 | Q4 2019 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.12% | 0.14% | Q1 2013 | Q4 2013 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 2 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q3 2020 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q1 2023 | 2 |
King Wealth Management Group | 2 | 2 | 0.24% | 0.26% | 0.29% | Q2 2013 | Q3 2013 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2019 | 2 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.26% | 0.54% | 0.81% | Q2 2022 | Q3 2022 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.14% | 0.27% | Q4 2015 | Q2 2022 | 2 |
LGT CAPITAL PARTNERS LTD. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q1 2015 | 2 |
AMERICAN CENTURY COMPANIES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Park Place Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sagil Capital LLP | 2 | 2 | 3.63% | 3.88% | 4.13% | Q4 2018 | Q1 2019 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2020 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Man Group plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2020 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CenterBook Partners LP | 2 | 2 | 0.10% | 0.18% | 0.27% | Q2 2023 | Q3 2023 | 2 |
DPM Capital LLC | 2 | 2 | 1.20% | 1.22% | 1.25% | Q2 2020 | Q3 2020 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q3 2022 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q1 2016 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 0.94% | 1.05% | 1.15% | Q2 2020 | Q3 2020 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2015 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2019 | 2 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 2 |
ARMISTICE CAPITAL, LLC | 2 | 2 | 0.46% | 0.46% | 0.47% | Q1 2021 | Q2 2021 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2014 | Q1 2014 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2022 | Q4 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Baring International Investment Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
EMERGING SOVEREIGN GROUP LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Invictus RG | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Savior LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2016 | Q3 2016 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Corvex Management LP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OFI Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
My Personal CFO, 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 |
WESTPAC BANKING CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2013 | Q2 2013 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2013 | Q1 2013 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Glovista Investments LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2017 | Q1 2017 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
McCarthy Grittinger Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
AXIOM INVESTORS LLC /DE | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
WILMINGTON TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
F&C Asset Management plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
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This page lists all the filers that currently own COCA COLA FEMSA S A B DE C V or have owned COCA COLA FEMSA S A B DE C V in the past.