Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 115 |
Walleye Trading LLC | 20 | 19 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 95 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 92 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 66 |
Cutler Group LLC / CA | 22 | 1 | 0.00% | 0.00% | 0.11% | Q4 2015 | Q4 2021 | 57 |
WOLVERINE TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 50 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.04% | Q2 2014 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 47 |
PEAK6 Investments LLC | 17 | 3 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 45 |
HSBC HOLDINGS PLC | 36 | 7 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.07% | 0.15% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.11% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
D. E. Shaw & Co., Inc. | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 43 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Brown Capital Management | 42 | 42 | 3.03% | 4.51% | 5.77% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
EAGLE ASSET MANAGEMENT INC | 42 | 42 | 0.36% | 0.72% | 1.15% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.41% | 1.06% | 2.11% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.30% | 0.53% | 0.92% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.18% | 0.30% | 0.54% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.45% | 1.08% | 1.69% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.02% | 0.47% | 1.19% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.22% | 0.42% | 0.77% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Capital Research Global Investors | 42 | 42 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.36% | 0.82% | 1.58% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
RMB Capital Management, LLC | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SNYDER CAPITAL MANAGEMENT L P | 42 | 42 | 0.52% | 1.24% | 1.98% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
FRED ALGER MANAGEMENT, LLC | 41 | 41 | 0.00% | 0.26% | 0.90% | Q2 2013 | Q2 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 41 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 2.50% | 3.85% | 6.54% | Q2 2013 | Q3 2023 | 41 |
STEPHENS INC /AR/ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 41 | 41 | 0.05% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 41 | 41 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.09% | 0.18% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 40 | 40 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
SHELTON CAPITAL MANAGEMENT | 40 | 40 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 39 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 37 | 2 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 39 |
AQR Capital Management | 28 | 1 | 0.00% | 0.02% | 0.09% | Q4 2012 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 32 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 38 |
SG Americas Securities, LLC | 32 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 38 |
PEAK6 Group LLC | 7 | 4 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2018 | 38 |
MACKENZIE FINANCIAL CORP | 38 | 38 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2022 | 38 |
FIRST TRUST ADVISORS LP | 30 | 3 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 38 |
Advisors Asset Management, Inc. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 37 | 37 | 0.05% | 0.10% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
SECURIAN ASSET MANAGEMENT, INC | 37 | 37 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 37 | 37 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 37 |
FEDERATED HERMES, INC. | 37 | 37 | 0.01% | 0.07% | 0.19% | Q3 2014 | Q3 2023 | 37 |
TD ASSET MANAGEMENT INC | 23 | 14 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 37 |
Retirement Systems of Alabama | 37 | 37 | 0.02% | 0.05% | 0.09% | Q3 2014 | Q3 2023 | 37 |
ROCKY MOUNTAIN ADVISERS, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
FMR LLC | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 37 | 37 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 20 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
KBC Group NV | 32 | 1 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 33 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.00% | 0.14% | 0.47% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
HUNTINGTON NATIONAL BANK | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Artisan Partners Limited Partnership | 36 | 36 | 0.04% | 0.19% | 0.37% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 24 | 1 | 0.00% | 0.03% | 0.22% | Q3 2013 | Q3 2023 | 36 |
Chevy Chase Trust Holdings, LLC | 34 | 2 | 0.00% | 0.23% | 0.41% | Q3 2014 | Q3 2023 | 36 |
Employees Retirement System of Texas | 36 | 36 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q1 2022 | 36 |
AMERICAN CENTURY COMPANIES INC | 26 | 9 | 0.00% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 35 |
SVB WEALTH LLC | 35 | 35 | 0.01% | 0.04% | 0.19% | Q4 2014 | Q2 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2021 | 35 |
MILLENNIUM MANAGEMENT LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 34 |
Utah Retirement Systems | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 34 |
MACQUARIE GROUP LTD | 28 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 34 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 7 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 34 |
CONGRESS ASSET MANAGEMENT CO /MA | 33 | 33 | 0.00% | 0.47% | 1.64% | Q3 2015 | Q3 2023 | 33 |
ALPS ADVISORS INC | 27 | 6 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 33 |
RIVERBRIDGE PARTNERS LLC | 33 | 33 | 0.29% | 0.67% | 1.61% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
THOMAS STORY & SON LLC | 33 | 33 | 1.79% | 3.76% | 5.72% | Q3 2015 | Q3 2023 | 33 |
DISCIPLINED GROWTH INVESTORS INC /MN | 32 | 32 | 0.65% | 1.58% | 2.80% | Q4 2015 | Q3 2023 | 32 |
Renaissance Technologies | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q1 2021 | 32 |
SEGALL BRYANT & HAMILL, LLC | 30 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 32 |
Nuveen Asset Management, LLC | 18 | 14 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 32 |
State of Tennessee, Treasury Department | 25 | 3 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 32 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 32 | 32 | 0.04% | 0.76% | 1.75% | Q4 2015 | Q3 2023 | 32 |
HighTower Advisors, LLC | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 10 | 1 | 0.00% | 0.02% | 0.12% | Q1 2008 | Q3 2020 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.01% | 0.27% | 0.96% | Q4 2015 | Q3 2023 | 32 |
AXA S.A. | 32 | 32 | 0.02% | 0.25% | 0.46% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 5 | 0.00% | 0.07% | 0.18% | Q3 2013 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
BOKF, NA | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 31 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q2 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 31 |
CHATHAM CAPITAL GROUP, INC. | 20 | 1 | 0.05% | 0.27% | 0.63% | Q2 2013 | Q4 2021 | 31 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.21% | Q3 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q4 2020 | 31 |
People's United Financial, Inc. | 30 | 30 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q1 2022 | 30 |
Aperio Group, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 30 |
WESTPAC BANKING CORP | 30 | 30 | 0.01% | 0.09% | 0.25% | Q4 2015 | Q1 2023 | 30 |
Tortoise Investment Management, LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 28 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 30 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 30 |
Vident Investment Advisory, LLC | 30 | 30 | 0.22% | 0.93% | 1.74% | Q2 2015 | Q3 2022 | 30 |
Front Street Capital Management, Inc. | 30 | 30 | 6.97% | 11.57% | 14.94% | Q2 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 30 | 30 | 0.00% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
SHELL ASSET MANAGEMENT CO | 27 | 2 | 0.01% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 29 |
World Asset Management Inc | 21 | 8 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 29 |
NORDEA INVESTMENT MANAGEMENT AB | 24 | 5 | 0.00% | 0.10% | 0.34% | Q2 2015 | Q3 2023 | 29 |
STRS OHIO | 20 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 29 |
PineBridge Investments, L.P. | 24 | 5 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 29 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 29 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 29 |
DekaBank Deutsche Girozentrale | 25 | 1 | 0.00% | 0.10% | 0.26% | Q3 2015 | Q3 2023 | 29 |
Smithfield Trust Co | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 28 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 28 |
Copeland Capital Management, LLC | 28 | 28 | 0.16% | 0.48% | 1.12% | Q4 2016 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
Hartford Financial Management Inc. | 21 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Fiera Capital Corp | 28 | 28 | 0.05% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 28 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
OLD SECOND NATIONAL BANK OF AURORA | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.00% | 0.37% | 0.72% | Q2 2013 | Q3 2023 | 27 |
Handelsinvest Investeringsforvaltning | 27 | 27 | 0.44% | 1.04% | 2.42% | Q4 2015 | Q2 2022 | 27 |
HARDING LOEVNER LP | 18 | 9 | 0.00% | 0.50% | 1.14% | Q3 2015 | Q3 2022 | 27 |
Perigon Wealth Management, LLC | 22 | 1 | 0.01% | 0.06% | 0.24% | Q3 2011 | Q3 2023 | 27 |
CIBC Asset Management Inc | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Lee Financial Co | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Conestoga Capital Advisors, LLC | 27 | 27 | 0.02% | 0.16% | 0.30% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
LORD, ABBETT & CO. LLC | 18 | 1 | 0.02% | 0.13% | 0.41% | Q2 2013 | Q1 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 26 |
AMP Capital Investors Ltd | 26 | 26 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2021 | 26 |
Carroll Financial Associates, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 26 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.49% | 0.83% | Q3 2015 | Q3 2021 | 26 |
PDT Partners, LLC | 10 | 1 | 0.01% | 0.53% | 1.45% | Q2 2013 | Q2 2022 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 19 | 7 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 26 |
FIRST QUADRANT LLC/CA | 25 | 1 | 0.00% | 0.10% | 0.37% | Q2 2013 | Q4 2021 | 26 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 25 |
Robeco Institutional Asset Management B.V. | 14 | 11 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 25 |
HALL LAURIE J TRUSTEE | 13 | 2 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 25 |
Spot Trading L.L.C | 5 | 2 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2017 | 25 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q1 2023 | 25 |
APG Asset Management N.V. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
NOMURA ASSET MANAGEMENT CO LTD | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Mitsubishi UFJ Asset Management Co., Ltd. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Mitsubishi UFJ Trust & Banking Corp | 24 | 24 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Skandinaviska Enskilda Banken AB (publ) | 24 | 24 | 0.01% | 0.04% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Gulf International Bank (UK) Ltd | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2021 | 24 |
SUNTRUST BANKS INC | 20 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TimesSquare Capital Management, LLC | 24 | 24 | 0.04% | 0.15% | 0.34% | Q3 2017 | Q2 2023 | 24 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 24 | 24 | 0.01% | 0.07% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Sumitomo Mitsui Trust Holdings, Inc. | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q1 2021 | 24 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 24 | 24 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Asset Management One Co., Ltd. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 18 | 3 | 0.28% | 0.54% | 0.74% | Q3 2016 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
LAZARD ASSET MANAGEMENT LLC | 24 | 24 | 0.09% | 0.16% | 0.32% | Q4 2017 | Q3 2023 | 24 |
COUNTRY TRUST BANK | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 24 | 24 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.04% | 0.10% | 0.16% | Q1 2014 | Q1 2020 | 24 |
DnB Asset Management AS | 24 | 24 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 2.44% | 4.24% | 6.41% | Q2 2013 | Q1 2019 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.25% | 0.40% | 0.65% | Q4 2017 | Q3 2023 | 24 |
TORONTO DOMINION BANK | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MML INVESTORS SERVICES, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 24 |
Candriam S.C.A. | 20 | 3 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2022 | 23 |
MARSICO CAPITAL MANAGEMENT LLC | 23 | 23 | 0.02% | 0.15% | 0.26% | Q4 2016 | Q2 2022 | 23 |
Mn Services Vermogensbeheer B.V. | 13 | 10 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 23 |
BESSEMER GROUP INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2018 | 23 |
NVWM, LLC | 15 | 8 | 0.01% | 0.05% | 0.26% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
IFM Investors Pty Ltd | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Squarepoint Ops LLC | 8 | 1 | 0.01% | 0.05% | 0.36% | Q2 2015 | Q3 2023 | 23 |
Penserra Capital Management LLC | 18 | 5 | 0.00% | 0.10% | 0.73% | Q4 2016 | Q3 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
PICTET ASSET MANAGEMENT LTD | 23 | 23 | 0.04% | 0.13% | 0.24% | Q4 2015 | Q2 2021 | 23 |
Financial Architects, Inc | 18 | 4 | 0.01% | 0.01% | 0.04% | Q3 2014 | Q2 2020 | 23 |
NORTHSTAR ASSET MANAGEMENT LLC | 23 | 23 | 0.07% | 0.26% | 0.64% | Q2 2017 | Q4 2022 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BAHL & GAYNOR INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 22 |
FIL Ltd | 13 | 9 | 0.00% | 0.05% | 0.07% | Q3 2015 | Q2 2023 | 22 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.08% | 0.36% | Q1 2014 | Q3 2023 | 22 |
Joho Capital | 19 | 1 | 0.14% | 15.74% | 33.76% | Q3 2015 | Q2 2023 | 22 |
Paloma Partners Management Co | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q4 2021 | 22 |
Polar Capital LLP | 15 | 7 | 0.10% | 0.30% | 0.46% | Q2 2014 | Q3 2020 | 22 |
TCW GROUP INC | 14 | 3 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 22 |
Cornerstone Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2020 | 21 |
Sargent Bickham Lagudis LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 21 |
HERMES INVESTMENT MANAGEMENT LTD | 21 | 21 | 0.62% | 0.98% | 1.42% | Q2 2013 | Q2 2018 | 21 |
Cannell & Co. | 21 | 21 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q4 2022 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
FUKOKU MUTUAL LIFE INSURANCE Co | 18 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST MERCANTILE TRUST CO | 18 | 3 | 0.01% | 0.10% | 0.20% | Q3 2013 | Q3 2021 | 21 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 21 |
Manchester Capital Management LLC | 13 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 21 |
GREAT LAKES ADVISORS, LLC | 15 | 1 | 0.00% | 0.04% | 0.24% | Q1 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Korea Investment CORP | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 20 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 5 | 0.08% | 0.23% | 0.45% | Q3 2013 | Q3 2023 | 20 |
ADVISOR PARTNERS LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q2 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
abrdn plc | 20 | 20 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q2 2022 | 20 |
FLAGSHIP HARBOR ADVISORS, LLC | 20 | 20 | 0.02% | 0.05% | 0.14% | Q2 2017 | Q1 2022 | 20 |
BANK OF NOVA SCOTIA | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 20 |
LA FINANCIERE DE L'ECHIQUIER | 20 | 20 | 0.03% | 0.25% | 0.64% | Q4 2018 | Q3 2023 | 20 |
OppenheimerFunds, Inc. | 17 | 3 | 0.01% | 0.10% | 0.24% | Q3 2013 | Q1 2019 | 20 |
Andra AP-fonden | 12 | 3 | 0.01% | 0.07% | 0.17% | Q4 2017 | Q2 2023 | 20 |
Tradewinds Capital Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 20 |
CIGNA INVESTMENTS INC /NEW | 13 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2022 | 20 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q2 2023 | 20 |
Fundsmith | 20 | 20 | 0.26% | 0.38% | 0.50% | Q4 2018 | Q3 2023 | 20 |
EXANE DERIVATIVES | 17 | 3 | 0.00% | 0.11% | 0.51% | Q1 2015 | Q2 2022 | 20 |
Truvestments Capital LLC | 15 | 1 | 0.01% | 0.13% | 0.26% | Q3 2018 | Q3 2023 | 19 |
HL FINANCIAL SERVICES LLC | 19 | 19 | 0.01% | 0.10% | 0.23% | Q3 2014 | Q1 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
FinTrust Capital Advisors, LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
FineMark National Bank & Trust | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 19 |
INTRUST BANK NA | 19 | 19 | 0.04% | 0.12% | 0.22% | Q2 2016 | Q4 2020 | 19 |
AdvisorNet Financial, Inc | 15 | 4 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 19 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
TWO SIGMA ADVISERS, LP | 5 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.04% | 0.35% | Q4 2018 | Q2 2023 | 19 |
Rikoon Group, LLC | 18 | 18 | 0.10% | 0.16% | 0.27% | Q4 2016 | Q1 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2017 | 18 |
Man Group plc | 16 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2021 | 18 |
LOOMIS SAYLES & CO L P | 9 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2022 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 18 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 18 | 18 | 0.04% | 1.14% | 1.94% | Q2 2019 | Q3 2023 | 18 |
FIRST CITIZENS BANK & TRUST CO | 9 | 1 | 0.01% | 0.04% | 0.19% | Q1 2017 | Q2 2022 | 18 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 18 |
Glassman Wealth Services | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nan Shan Life Insurance Co., Ltd. | 8 | 3 | 0.06% | 0.48% | 1.39% | Q4 2014 | Q4 2020 | 18 |
BROWN BROTHERS HARRIMAN & CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.04% | 0.16% | Q3 2017 | Q4 2021 | 18 |
UNIO CAPITAL LLC | 18 | 18 | 0.00% | 0.32% | 0.88% | Q4 2017 | Q1 2022 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 8 | 4 | 0.00% | 0.06% | 0.23% | Q4 2017 | Q3 2023 | 18 |
Cribstone Capital Management, LLC | 9 | 3 | 0.00% | 0.09% | 0.21% | Q2 2016 | Q4 2022 | 18 |
Gotham Asset Management, LLC | 11 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q2 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
American Portfolios Advisors | 10 | 3 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 17 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 17 | 0.63% | 0.99% | 1.39% | Q2 2018 | Q2 2022 | 17 |
BNP Paribas Asset Management Holding S.A. | 7 | 5 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Liberty Mutual Group Asset Management Inc. | 17 | 17 | 0.04% | 0.07% | 0.14% | Q3 2014 | Q3 2018 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.08% | 0.62% | Q4 2018 | Q4 2022 | 17 |
Sandy Spring Bank | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 17 |
VAN ECK ASSOCIATES CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Kopion Asset Management, LLC | 17 | 17 | 1.64% | 3.57% | 5.56% | Q4 2019 | Q4 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
WCM INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.03% | 0.57% | 1.26% | Q1 2013 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.05% | 0.12% | Q3 2015 | Q3 2019 | 17 |
FORT PITT CAPITAL GROUP, LLC | 17 | 17 | 0.15% | 0.68% | 1.41% | Q2 2018 | Q2 2022 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.09% | 0.39% | Q4 2016 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q4 2022 | 17 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Arnhold LLC | 16 | 16 | 0.17% | 0.21% | 0.24% | Q2 2018 | Q1 2022 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.78% | 1.22% | 1.57% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 16 |
KENNEDY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.16% | 0.24% | 0.31% | Q2 2013 | Q1 2017 | 16 |
NN Investment Partners Holdings N.V. | 8 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q1 2022 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 16 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 2 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2021 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 16 | 16 | 0.00% | 0.21% | 0.71% | Q1 2020 | Q4 2023 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q2 2017 | 16 |
Allworth Financial LP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Lisanti Capital Growth, LLC | 6 | 1 | 0.11% | 0.53% | 1.22% | Q2 2013 | Q3 2021 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 16 |
AVIVA PLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 16 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.02% | 0.03% | Q3 2016 | Q2 2020 | 15 |
Cresset Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Natixis Investment Managers International | 10 | 5 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q1 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Eventide Asset Management | 9 | 6 | 0.33% | 0.48% | 0.81% | Q2 2014 | Q2 2022 | 15 |
Marquette Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
IBM Retirement Fund | 8 | 7 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2022 | 15 |
Mariner, LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
WADDELL & REED FINANCIAL INC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
Janney Montgomery Scott LLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 15 |
NAVELLIER & ASSOCIATES INC | 8 | 3 | 0.04% | 0.84% | 2.39% | Q3 2014 | Q1 2021 | 15 |
Epoch Investment Partners, Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WASATCH ADVISORS LP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q2 2017 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 14 |
Winslow, Evans & Crocker, Inc. | 9 | 5 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q4 2020 | 14 |
Arkadios Wealth Advisors | 8 | 6 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
MAI Capital Management | 13 | 1 | 0.01% | 0.07% | 0.11% | Q3 2015 | Q1 2019 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.06% | 0.07% | 0.09% | Q1 2017 | Q2 2020 | 14 |
Weaver C. Barksdale & Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 14 |
GILDER GAGNON HOWE & CO LLC | 8 | 6 | 0.00% | 0.25% | 0.52% | Q3 2013 | Q2 2018 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
JENNISON ASSOCIATES LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 14 |
FINANCIAL COUNSELORS INC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q4 2021 | 14 |
Vestcor Inc | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Temasek Holdings (Private) Ltd | 14 | 14 | 0.00% | 0.04% | 0.05% | Q2 2017 | Q3 2020 | 14 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 14 |
Sturgeon Ventures LLP | 10 | 3 | 1.06% | 3.21% | 8.16% | Q4 2017 | Q2 2022 | 13 |
Successful Portfolios LLC | 13 | 13 | 0.14% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
Stonebridge Capital Advisors LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 13 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ALLSTATE CORP | 8 | 2 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Blue Fin Capital, Inc. | 6 | 3 | 0.06% | 0.13% | 0.24% | Q1 2018 | Q3 2021 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 13 |
Institute for Wealth Management, LLC. | 8 | 1 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q1 2022 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
C WorldWide Group Holding A/S | 13 | 13 | 0.04% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q2 2023 | 13 |
Concert Wealth Management Inc. | 7 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 13 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.16% | 0.33% | Q2 2016 | Q2 2023 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
NEXT CENTURY GROWTH INVESTORS LLC | 6 | 1 | 0.12% | 0.73% | 1.85% | Q1 2014 | Q1 2018 | 13 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q2 2023 | 13 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.14% | 0.53% | Q2 2012 | Q3 2023 | 13 |
Ardevora Asset Management LLP | 9 | 1 | 0.64% | 1.02% | 1.29% | Q2 2015 | Q3 2021 | 13 |
ClariVest Asset Management LLC | 9 | 4 | 0.00% | 0.05% | 0.08% | Q3 2014 | Q2 2022 | 13 |
Archer Investment Corp | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
COLUMBUS CIRCLE INVESTORS | 6 | 3 | 0.05% | 0.23% | 0.41% | Q3 2013 | Q4 2017 | 13 |
AlphaCrest Capital Management LLC | 10 | 1 | 0.02% | 0.06% | 0.17% | Q1 2019 | Q3 2022 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2022 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.57% | 0.94% | 1.25% | Q4 2017 | Q4 2020 | 13 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.09% | 0.47% | Q4 2015 | Q4 2022 | 13 |
Capital International Investors | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
ADVISORY RESEARCH INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2021 | 12 |
HHM Wealth Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Vantage Investment Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
Dai-ichi Life Insurance Company, Ltd | 10 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2023 | 12 |
Lenox Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 12 |
Montanaro Asset Management Ltd | 12 | 12 | 2.23% | 3.93% | 5.51% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
PEREGRINE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cipher Capital LP | 6 | 1 | 0.02% | 0.12% | 0.52% | Q1 2015 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.02% | 0.08% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.21% | 0.31% | 0.36% | Q1 2020 | Q4 2022 | 12 |
NATIXIS | 4 | 2 | 0.00% | 0.02% | 0.11% | Q3 2017 | Q3 2023 | 12 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 12 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
Wharton Business Group, LLC | 8 | 4 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Independent Advisor Alliance | 9 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.14% | 0.43% | Q1 2015 | Q3 2023 | 12 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q2 2023 | 12 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 12 |
LOWE BROCKENBROUGH & CO INC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 0.75% | 1.10% | 1.96% | Q4 2020 | Q3 2023 | 12 |
Maryland State Retirement & Pension System | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 12 |
Granahan Investment Management | 12 | 12 | 0.10% | 0.35% | 0.69% | Q2 2014 | Q1 2017 | 12 |
Patriot Financial Group Insurance Agency, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 11 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2021 | 11 |
PRIVATE TRUST CO NA | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q4 2022 | 11 |
Manning & Napier Group, LLC | 6 | 5 | 0.06% | 0.23% | 0.57% | Q4 2018 | Q1 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q1 2023 | 11 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q4 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Fieldpoint Private Securities, LLC | 7 | 4 | 0.02% | 0.04% | 0.09% | Q2 2019 | Q2 2022 | 11 |
Yorktown Management & Research Co Inc | 10 | 1 | 0.05% | 0.30% | 0.40% | Q3 2014 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 11 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.11% | 0.29% | Q2 2014 | Q1 2023 | 11 |
Quantitative Investment Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q3 2021 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q1 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.09% | 0.42% | Q2 2017 | Q3 2023 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.03% | 0.90% | 2.18% | Q1 2021 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 11 |
Lowe Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 11 |
DE BURLO GROUP INC | 11 | 11 | 0.15% | 1.39% | 3.65% | Q4 2016 | Q2 2019 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.13% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 11 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Circle Wealth Management, LLC | 10 | 10 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q2 2021 | 10 |
CASTLEARK MANAGEMENT LLC | 7 | 3 | 0.04% | 0.09% | 0.13% | Q3 2016 | Q2 2021 | 10 |
MAPLELANE CAPITAL, LLC | 6 | 1 | 0.06% | 0.15% | 0.46% | Q3 2013 | Q3 2021 | 10 |
CENTRAL TRUST Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Shannon River Fund Management LLC | 7 | 3 | 1.54% | 3.34% | 5.79% | Q3 2013 | Q1 2023 | 10 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Key FInancial Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 6 | 4 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q3 2020 | 10 |
Centerpoint Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q1 2020 | 10 |
RATIONAL ADVISORS LLC | 4 | 3 | 0.03% | 0.10% | 0.26% | Q3 2009 | Q3 2015 | 10 |
Ancora Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q2 2023 | 10 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.27% | 0.50% | Q4 2017 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q4 2022 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
USS Investment Management Ltd | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 10 |
Motley Fool Wealth Management, LLC | 10 | 10 | 0.34% | 0.41% | 0.54% | Q2 2021 | Q3 2023 | 10 |
PICTON MAHONEY ASSET MANAGEMENT | 8 | 2 | 0.03% | 0.06% | 0.07% | Q3 2018 | Q3 2021 | 10 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2017 | 10 |
National Pension Service | 10 | 10 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 10 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2021 | 10 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Edgewood Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
TIEDEMANN ADVISORS, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2021 | 10 |
TAURUS ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
ETRADE Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2020 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 10 |
Wagner Wealth Management, LLC | 4 | 2 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2022 | 10 |
SCOUT INVESTMENTS, INC. | 8 | 1 | 0.06% | 0.12% | 0.27% | Q1 2016 | Q1 2020 | 10 |
SANDLER CAPITAL MANAGEMENT | 4 | 2 | 0.38% | 0.91% | 1.59% | Q2 2013 | Q2 2021 | 10 |
Telemark Asset Management, LLC | 7 | 3 | 1.28% | 2.67% | 5.46% | Q1 2015 | Q3 2017 | 10 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Achmea Investment Management B.V. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2023 | 9 |
AGF Investments LLC | 5 | 4 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q1 2021 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.06% | 0.22% | Q1 2014 | Q3 2019 | 9 |
AXIOM INVESTORS LLC /DE | 5 | 4 | 0.04% | 0.11% | 0.24% | Q2 2014 | Q3 2017 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
CULLINAN ASSOCIATES INC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Schwab Charitable Fund | 9 | 9 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q2 2021 | 9 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.06% | 0.18% | Q3 2017 | Q2 2023 | 9 |
ARK Investment Management | 9 | 9 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q4 2019 | 9 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Cortina Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2016 | 9 |
MAVERICK CAPITAL LTD | 5 | 2 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q2 2023 | 9 |
Artemis Investment Management LLP | 5 | 4 | 0.04% | 0.17% | 0.32% | Q1 2018 | Q2 2022 | 9 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2022 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
YorkBridge Wealth Partners, LLC | 9 | 9 | 0.00% | 0.06% | 0.07% | Q4 2016 | Q4 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Atria Investments, Inc | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2018 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 9 | 0.02% | 0.35% | 0.64% | Q3 2013 | Q3 2015 | 9 |
OAKBROOK INVESTMENTS LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q3 2018 | 9 |
Quadrature Capital Ltd | 4 | 1 | 0.03% | 0.15% | 0.74% | Q4 2017 | Q3 2023 | 9 |
Teza Capital Management LLC | 1 | 1 | 0.02% | 0.14% | 0.57% | Q4 2017 | Q3 2023 | 9 |
BARINGS LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2021 | 9 |
CWS Financial Advisors, LLC | 5 | 1 | 0.07% | 0.16% | 0.23% | Q2 2020 | Q4 2022 | 9 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 9 | 9 | 0.03% | 0.20% | 0.40% | Q4 2015 | Q4 2017 | 9 |
HWG Holdings LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 9 | 0.03% | 0.09% | 0.19% | Q4 2019 | Q4 2021 | 9 |
DUALITY ADVISERS, LP | 2 | 1 | 0.04% | 0.18% | 0.35% | Q4 2019 | Q3 2023 | 9 |
FORSTA AP-FONDEN | 7 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 0.51% | 0.60% | 0.69% | Q3 2019 | Q2 2021 | 8 |
Oak Grove Capital LLC | 8 | 8 | 0.41% | 0.61% | 0.76% | Q4 2017 | Q3 2019 | 8 |
OSTRUM ASSET MANAGEMENT | 5 | 3 | 0.03% | 0.38% | 0.69% | Q4 2018 | Q3 2023 | 8 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.05% | 0.38% | Q2 2015 | Q4 2022 | 8 |
Motley Fool Asset Management LLC | 8 | 8 | 0.37% | 0.50% | 0.71% | Q2 2021 | Q1 2023 | 8 |
Ownership Capital B.V. | 8 | 8 | 1.92% | 2.17% | 2.66% | Q1 2018 | Q4 2019 | 8 |
RMR Wealth Builders | 6 | 1 | 0.08% | 0.15% | 0.26% | Q4 2019 | Q1 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CREDIT AGRICOLE S A | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARSONS CAPITAL MANAGEMENT INC/RI | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
WILLIAMS JONES & ASSOCIATES LLC | 8 | 8 | 0.02% | 0.10% | 0.22% | Q3 2017 | Q2 2019 | 8 |
NumerixS Investment Technologies Inc | 4 | 2 | 0.00% | 0.06% | 0.12% | Q3 2015 | Q2 2019 | 8 |
Pearl River Capital, LLC | 5 | 1 | 0.02% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Edgestream Partners, L.P. | 3 | 2 | 0.03% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 3 | 0.23% | 0.74% | 1.89% | Q2 2019 | Q4 2021 | 8 |
Clearstead Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
FCF Advisors LLC | 7 | 1 | 0.30% | 1.11% | 1.41% | Q1 2016 | Q1 2022 | 8 |
WFG Advisors, LP | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 8 |
AIA Group Ltd | 8 | 8 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.17% | 0.27% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Stone Ridge Asset Management LLC | 6 | 2 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2018 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Virtus Fund Advisers, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2017 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 8 |
Allen Investment Management, LLC | 5 | 1 | 0.03% | 0.07% | 0.12% | Q4 2014 | Q2 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 8 |
GRAND JEAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Jaffetilchin Investment Partners, LLC | 8 | 8 | 0.07% | 0.12% | 0.17% | Q4 2016 | Q3 2018 | 8 |
Independent Portfolio Consultants, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
Sciencast Management LP | 2 | 1 | 0.05% | 0.21% | 0.47% | Q2 2017 | Q2 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Alpine Peaks Capital, LP | 8 | 8 | 4.65% | 5.52% | 6.25% | Q4 2021 | Q3 2023 | 8 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 7 |
HANCOCK WHITNEY CORP | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 7 |
ROOSEVELT INVESTMENT GROUP LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
Beacon Pointe Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2021 | Q2 2023 | 7 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 3 | 0.11% | 0.48% | 0.85% | Q4 2020 | Q1 2023 | 7 |
Joel Isaacson & Co., LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 7 |
Hillsdale Investment Management Inc. | 3 | 2 | 0.00% | 0.07% | 0.12% | Q3 2014 | Q2 2021 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.14% | 0.34% | Q3 2013 | Q4 2017 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.18% | 0.28% | Q1 2022 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q4 2018 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.10% | 0.16% | 0.30% | Q2 2015 | Q4 2017 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q4 2016 | Q2 2018 | 7 |
WEALTHFRONT Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 7 |
IBERIABANK CORP | 7 | 7 | 0.03% | 0.08% | 0.18% | Q4 2017 | Q2 2019 | 7 |
Unigestion Holding SA | 6 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q1 2022 | 7 |
ATWOOD & PALMER INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 7 |
BURNS J W & CO INC/NY | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 0.44% | 0.67% | 0.82% | Q2 2020 | Q4 2021 | 7 |
JANUS HENDERSON INVESTORS US LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
First Capital Advisors Group, LLC. | 6 | 1 | 0.00% | 0.22% | 0.39% | Q3 2017 | Q2 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q1 2023 | 7 |
IEQ CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 7 | 0.01% | 0.10% | 0.18% | Q2 2021 | Q4 2022 | 7 |
Guinness Asset Management LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Bellecapital International Ltd. | 7 | 7 | 1.66% | 1.96% | 2.54% | Q2 2018 | Q4 2019 | 7 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 7 | 7 | 0.22% | 0.36% | 0.51% | Q4 2013 | Q2 2015 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Tredje AP-fonden | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Spark Investment Management LLC | 5 | 2 | 0.05% | 0.10% | 0.13% | Q1 2014 | Q4 2017 | 7 |
Sapphire Star Partners LP | 5 | 2 | 0.30% | 0.53% | 0.72% | Q4 2016 | Q3 2018 | 7 |
CSS LLC/IL | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
SUFFOLK CAPITAL MANAGEMENT LLC | 7 | 7 | 0.28% | 0.34% | 0.44% | Q4 2013 | Q2 2015 | 7 |
Foster Victor Wealth Advisors, LLC | 7 | 7 | 1.60% | 1.78% | 2.06% | Q1 2022 | Q3 2023 | 7 |
AGF INVESTMENTS INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 7 |
Jump Financial, LLC | 5 | 1 | 0.04% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q1 2020 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Seaport Global Advisors, LLC | 7 | 7 | 0.51% | 1.03% | 1.47% | Q1 2022 | Q3 2023 | 7 |
GENESEE VALLEY TRUST CO | 7 | 7 | 0.12% | 0.22% | 0.35% | Q3 2016 | Q1 2018 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 1 | 0.00% | 0.02% | 0.11% | Q2 2015 | Q2 2023 | 6 |
Formidable Asset Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.25% | Q1 2015 | Q1 2019 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 6 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Eclectica Asset Management LLP | 4 | 2 | 1.41% | 2.37% | 3.12% | Q3 2013 | Q1 2015 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
TURNER INVESTMENTS LLC | 6 | 6 | 0.16% | 0.29% | 0.37% | Q2 2013 | Q3 2014 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
B. Metzler seel. Sohn & Co. AG | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
MUFG Americas Holdings Corp | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.13% | 0.23% | Q3 2021 | Q3 2023 | 6 |
Kestra Advisory Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Varma Mutual Pension Insurance Co | 5 | 1 | 0.15% | 0.35% | 0.46% | Q3 2018 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
SECOR Capital Advisors, LP | 3 | 1 | 0.06% | 0.19% | 0.33% | Q1 2016 | Q1 2019 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Sonen Capital LLC | 5 | 1 | 0.37% | 0.60% | 0.90% | Q4 2021 | Q2 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2021 | 6 |
Community Bank, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.03% | 0.11% | 0.29% | Q4 2021 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
AHL Partners LLP | 6 | 6 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q4 2017 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Covea Finance | 6 | 6 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q4 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.11% | 0.96% | 1.42% | Q4 2016 | Q1 2018 | 6 |
Magnus Financial Group LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2020 | 6 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q2 2023 | 6 |
Caprock Group, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.11% | 0.30% | Q1 2019 | Q3 2023 | 6 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Jupiter Investment Management Ltd | 3 | 1 | 0.01% | 0.10% | 0.35% | Q2 2017 | Q2 2020 | 6 |
Newbridge Financial Services Group, Inc. | 6 | 6 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q4 2021 | 6 |
MGO ONE SEVEN LLC | 2 | 2 | 0.01% | 0.11% | 0.24% | Q4 2017 | Q2 2023 | 6 |
LRT Capital Management, LLC | 4 | 2 | 0.28% | 0.58% | 1.08% | Q4 2021 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 6 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 5 | 1 | 0.00% | 0.10% | 0.18% | Q4 2021 | Q2 2023 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 1 | 0.02% | 0.08% | 0.31% | Q1 2018 | Q2 2021 | 6 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q2 2023 | 6 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.08% | 0.38% | Q2 2015 | Q4 2022 | 6 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.18% | 0.50% | 0.63% | Q2 2015 | Q4 2017 | 6 |
Bridgefront Capital, LLC | 3 | 1 | 0.12% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q4 2019 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q4 2020 | 6 |
Probity Advisors, Inc. | 5 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q1 2022 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.06% | 0.13% | 0.21% | Q3 2021 | Q4 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CX Institutional | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.75% | 2.21% | 2.79% | Q4 2017 | Q1 2019 | 6 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Redpoint Investment Management Pty Ltd | 5 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q1 2022 | 6 |
ROCKEFELLER FINANCIAL SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.02% | 0.18% | 0.52% | Q4 2020 | Q3 2023 | 6 |
44 WEALTH MANAGEMENT LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q1 2022 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q4 2021 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 6 |
CHICAGO EQUITY PARTNERS LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2017 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
SIT INVESTMENT ASSOCIATES INC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.66% | 0.82% | 1.00% | Q4 2016 | Q4 2017 | 5 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 5 | 0.28% | 0.34% | 0.42% | Q4 2021 | Q4 2022 | 5 |
GREENLEAF TRUST | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.57% | 0.70% | 0.82% | Q4 2016 | Q4 2017 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Moisand Fitzgerald Tamayo, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 5 | 1.41% | 1.73% | 1.93% | Q4 2020 | Q4 2021 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 5 | 5 | 0.38% | 1.00% | 1.36% | Q2 2013 | Q2 2014 | 5 |
Dynamic Capital Management Ltd | 3 | 1 | 0.07% | 0.19% | 0.34% | Q3 2015 | Q3 2018 | 5 |
BLUESTEIN R H & CO LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2021 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 5 |
LEVITT CAPITAL MANAGEMENT LLC | 5 | 5 | 1.19% | 1.58% | 1.89% | Q2 2013 | Q2 2014 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
THB ASSET MANAGEMENT | 3 | 2 | 0.12% | 0.18% | 0.25% | Q3 2013 | Q4 2015 | 5 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.00% | 0.28% | 0.59% | Q4 2017 | Q1 2020 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2017 | 5 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 5 |
Coatue Management | 4 | 1 | 0.00% | 0.71% | 0.97% | Q2 2017 | Q4 2019 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2017 | Q2 2018 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
Pacifica Partners Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2018 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Index Management Solutions, LLC | 5 | 5 | 0.23% | 0.29% | 0.38% | Q4 2013 | Q4 2014 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.11% | 0.34% | Q3 2014 | Q1 2022 | 5 |
ClearBridge Investments | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Atlas Private Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2015 | Q1 2020 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2022 | 5 |
Donoghue Forlines LLC | 3 | 1 | 0.09% | 0.12% | 0.19% | Q1 2021 | Q2 2023 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 5 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q2 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.21% | 0.25% | 0.28% | Q1 2018 | Q1 2019 | 5 |
Barrett Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.15% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.29% | 0.39% | 0.45% | Q3 2020 | Q3 2021 | 5 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 4 | 1 | 0.04% | 0.34% | 1.02% | Q2 2013 | Q2 2021 | 5 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
CLINTON GROUP INC | 1 | 1 | 0.01% | 0.10% | 0.21% | Q1 2014 | Q4 2017 | 5 |
B. Riley Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2014 | Q4 2017 | 5 |
XXEC, Inc. | 5 | 5 | 1.76% | 2.42% | 2.99% | Q4 2021 | Q4 2022 | 5 |
Aubrey Capital Management Ltd | 5 | 5 | 0.16% | 0.22% | 0.27% | Q3 2022 | Q3 2023 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Rafferty Asset Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2020 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.04% | 0.11% | 0.22% | Q3 2016 | Q3 2017 | 5 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2017 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GO ETF SOLUTIONS LLP | 5 | 5 | 2.01% | 2.43% | 2.93% | Q4 2016 | Q4 2017 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORTALEZA ASSET MANAGEMENT INC/ | 4 | 4 | 0.19% | 0.26% | 0.34% | Q3 2014 | Q2 2015 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.02% | 0.35% | 0.72% | Q2 2022 | Q1 2023 | 4 |
Certified Advisory Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Baillie Gifford | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
C M BIDWELL & ASSOCIATES LTD | 4 | 4 | 0.52% | 0.64% | 0.94% | Q1 2017 | Q4 2017 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 4 |
TLP GROUP LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2015 | Q4 2017 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
OSSIAM | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Invictus RG | 4 | 4 | 0.09% | 0.21% | 0.42% | Q3 2016 | Q2 2017 | 4 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 4 | 0.13% | 0.41% | 0.96% | Q3 2014 | Q2 2015 | 4 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 4 |
BP PLC | 4 | 4 | 0.18% | 0.28% | 0.36% | Q3 2020 | Q2 2021 | 4 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.23% | 0.29% | 0.36% | Q4 2021 | Q3 2022 | 4 |
AlphaOne Investment Services, LLC | 4 | 4 | 0.12% | 0.27% | 0.42% | Q2 2013 | Q1 2014 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.03% | 0.09% | 0.14% | Q2 2016 | Q2 2019 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Oak Thistle LLC | 3 | 1 | 0.08% | 0.39% | 0.75% | Q2 2022 | Q3 2023 | 4 |
EULAV Asset Management | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q2 2019 | 4 |
Adalta Capital Management LLC | 4 | 4 | 0.07% | 0.16% | 0.21% | Q2 2020 | Q1 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.00% | 0.06% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 4 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2023 | 4 |
SEI TRUST CO | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 4 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q4 2017 | 4 |
PFG Advisors | 4 | 4 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 4 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.09% | 0.53% | 0.79% | Q4 2017 | Q1 2021 | 4 |
Capital Impact Advisors, LLC | 4 | 4 | 0.29% | 0.38% | 0.51% | Q1 2022 | Q4 2022 | 4 |
Tidal Investments LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Symmetry Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Empowered Funds, LLC | 4 | 4 | 0.40% | 0.45% | 0.50% | Q2 2017 | Q1 2018 | 4 |
Brookfield Asset Management | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 4 |
Cypress Capital Management LLC (WY) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
DAVENPORT & Co LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Douglass Winthrop Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
WASHINGTON CAPITAL MANAGEMENT, INC | 4 | 4 | 0.54% | 0.61% | 0.72% | Q2 2016 | Q1 2017 | 4 |
Squar Milner Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.01% | 0.09% | 0.20% | Q2 2016 | Q1 2022 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.12% | 0.16% | 0.20% | Q4 2017 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.11% | 0.18% | 0.34% | Q3 2014 | Q2 2015 | 4 |
AM Squared Ltd | 4 | 4 | 0.02% | 0.19% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Atika Capital Management LLC | 4 | 4 | 0.57% | 0.76% | 1.11% | Q2 2017 | Q1 2018 | 4 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 4 | 4 | 0.43% | 0.53% | 0.66% | Q4 2017 | Q3 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
WEST PACES ADVISORS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 4 |
GLOBEFLEX CAPITAL L P | 4 | 4 | 0.08% | 0.13% | 0.18% | Q2 2014 | Q1 2015 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
Confluence Wealth Services, Inc. | 3 | 1 | 0.00% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 4 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2018 | 4 |
XTX Topco Ltd | 3 | 1 | 0.07% | 0.12% | 0.24% | Q3 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.22% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
RUDMAN ERROL M | 4 | 4 | 0.64% | 0.81% | 0.95% | Q2 2017 | Q1 2018 | 4 |
Wealth Alliance | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Meiji Yasuda Life Insurance Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q1 2016 | 4 |
NZS Capital, LLC | 4 | 4 | 0.14% | 0.40% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Kylin Management | 4 | 4 | 1.72% | 10.67% | 22.37% | Q2 2017 | Q1 2018 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2020 | 4 |
WRIGHT INVESTORS SERVICE INC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q2 2017 | Q1 2018 | 4 |
Oribel Capital Management, LP | 1 | 1 | 0.14% | 0.27% | 0.43% | Q1 2017 | Q4 2020 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 4 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2019 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.13% | 0.16% | 0.19% | Q2 2023 | Q4 2023 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Connective Capital Management, LLC | 3 | 3 | 2.71% | 2.95% | 3.22% | Q3 2013 | Q1 2014 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.74% | 0.79% | 0.86% | Q4 2014 | Q2 2015 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.20% | 0.29% | 0.45% | Q4 2016 | Q3 2017 | 3 |
Badgley Phelps Wealth Managers, LLC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q3 2021 | Q1 2022 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 3 |
EASTERN BANK | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
FORT, L.P. | 3 | 3 | 0.12% | 0.15% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ELEFANTE MICHAEL B | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.19% | 0.46% | Q2 2015 | Q4 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 3 |
BARRETT & COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2020 | 3 |
Miura Global Management | 3 | 3 | 0.53% | 0.73% | 0.96% | Q2 2020 | Q4 2020 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 1 | 0.10% | 0.18% | 0.34% | Q3 2019 | Q2 2020 | 3 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 3 |
CIM, LLC | 3 | 3 | 0.17% | 0.20% | 0.21% | Q2 2017 | Q4 2017 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q2 2023 | 3 |
Arden Trust Co | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.06% | 0.14% | 0.20% | Q1 2019 | Q3 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fosun International Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Alpha DNA Investment Management LLC | 3 | 3 | 0.51% | 0.75% | 0.97% | Q4 2020 | Q2 2021 | 3 |
Wilmington Funds Management Corp | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
DENALI ADVISORS LLC | 2 | 1 | 0.10% | 0.93% | 1.41% | Q2 2017 | Q2 2018 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.04% | 0.07% | 0.08% | Q3 2017 | Q1 2018 | 3 |
ING GROEP NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 3 |
ALGERT GLOBAL LLC | 1 | 1 | 0.04% | 0.10% | 0.15% | Q3 2015 | Q2 2022 | 3 |
Diametric Capital, LP | 1 | 1 | 0.10% | 0.33% | 0.76% | Q4 2019 | Q2 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 1.67% | 1.95% | 2.13% | Q2 2022 | Q4 2022 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.12% | 0.33% | 0.56% | Q2 2020 | Q3 2021 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 3 |
North Star Investment Management Corp. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 3 |
FORBES J M & CO LLP | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q2 2021 | 3 |
Magellan Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2017 | 3 |
James Hambro & Partners | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
SHAKER INVESTMENTS LLC/OH | 3 | 3 | 0.38% | 0.43% | 0.47% | Q1 2023 | Q3 2023 | 3 |
WILLNER & HELLER, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q4 2021 | Q1 2022 | 2 |
LMR Partners LLP | 1 | 1 | 0.10% | 0.50% | 0.90% | Q2 2015 | Q3 2017 | 2 |
Whale Rock Capital Management | 2 | 2 | 1.19% | 1.89% | 2.59% | Q2 2017 | Q3 2017 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
EFG Asset Management (Americas) Corp. | 2 | 2 | 0.13% | 0.16% | 0.20% | Q3 2017 | Q4 2017 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q2 2021 | Q4 2022 | 2 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Altman Advisors, Inc. | 2 | 2 | 1.23% | 1.28% | 1.33% | Q4 2017 | Q1 2018 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Fulcrum Equity Management | 2 | 2 | 0.94% | 0.94% | 0.95% | Q4 2020 | Q1 2021 | 2 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.16% | 0.33% | 0.50% | Q1 2023 | Q3 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
SWS Partners | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DERBY & COMPANY, INC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q4 2017 | Q1 2018 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Holistic Financial Partners | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
BFSG, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 3.15% | 3.33% | 3.51% | Q3 2017 | Q4 2017 | 2 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 2 | 2 | 0.67% | 0.71% | 0.75% | Q3 2017 | Q4 2017 | 2 |
Robeco Schweiz AG | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Argent Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Thematics Asset Management | 2 | 2 | 0.39% | 0.40% | 0.41% | Q4 2022 | Q1 2023 | 2 |
Airain ltd | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2017 | 2 |
CenterBook Partners LP | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q4 2022 | 2 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Greenhouse Funds LLLP | 2 | 2 | 1.76% | 2.06% | 2.36% | Q4 2018 | Q1 2019 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q2 2018 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.08% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.25% | 0.26% | 0.26% | Q1 2021 | Q2 2021 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.18% | 0.22% | 0.26% | Q2 2018 | Q3 2018 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2016 | Q1 2017 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q2 2015 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q1 2017 | 2 |
Cordasco Financial Network | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.18% | 0.65% | 1.12% | Q1 2014 | Q3 2023 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
1623 Capital LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Piermont Capital Management Inc. | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2017 | Q3 2017 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 0.64% | 0.64% | 0.64% | Q3 2015 | Q4 2015 | 2 |
Select Equity Group, L.P. | 2 | 2 | 0.04% | 0.12% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
O'Brien Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q1 2021 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
EAM Investors, LLC | 2 | 2 | 0.42% | 0.52% | 0.62% | Q4 2016 | Q1 2017 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.05% | 0.15% | 0.25% | Q3 2018 | Q4 2018 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PA Capital LLC | 2 | 2 | 0.42% | 0.45% | 0.48% | Q4 2018 | Q1 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q1 2017 | 2 |
O'Brien Greene & Co. Inc | 2 | 2 | 0.10% | 0.15% | 0.21% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.25% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 2 |
Gilbert & Cook, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.04% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
RENAISSANCE GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.15% | 0.35% | 0.54% | Q1 2023 | Q2 2023 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 2 | 2 | 0.74% | 0.76% | 0.79% | Q4 2019 | Q1 2020 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Force Hill Capital Management LP | 1 | 1 | 1.26% | 1.45% | 1.65% | Q1 2021 | Q1 2022 | 2 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Ergoteles LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q4 2022 | 2 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.29% | 0.31% | 0.32% | Q3 2015 | Q4 2015 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HAP Trading, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q3 2023 | 2 |
WealthStone, Inc. | 2 | 2 | 0.04% | 0.11% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
RQSI Ltd | 2 | 2 | 0.30% | 0.37% | 0.44% | Q4 2014 | Q1 2015 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.12% | 2.34% | 2.57% | Q2 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Qtron Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2017 | Q3 2017 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parkwood LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 |
Nair Vinay | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Interval Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2014 | Q1 2014 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pier Capital, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2016 | Q3 2016 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Senator Investment Group LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Olympiad Research LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
St. Louis Trust Co | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q4 2016 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q4 2019 | Q4 2019 | 1 |
Metis Global Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
GLG LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Invicta Capital Management, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2013 | Q2 2013 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Newfound Research LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fractal Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2017 | Q2 2017 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Provenire Capital, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
SENTRY INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Sompo Asset Management Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CQS Cayman LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
TWIN CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Knuff & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FolioMetrix LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2020 | Q2 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own COGNEX CORP or have owned COGNEX CORP in the past.