Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 79 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 70 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 59 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 45 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TWO SIGMA ADVISERS, LP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 42 | 42 | 0.07% | 0.63% | 1.58% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 36 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
AQR Capital Management | 34 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
D. E. Shaw & Co., Inc. | 35 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
VICTORY CAPITAL MANAGEMENT INC | 39 | 39 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 39 |
PEAK6 Group LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 39 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 38 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
FIFTH THIRD BANCORP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
STRS OHIO | 25 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
KBC Group NV | 34 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
FEDERATED HERMES, INC. | 34 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 35 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Pacific Ridge Capital Partners, LLC | 35 | 35 | 0.21% | 0.34% | 0.56% | Q4 2013 | Q2 2022 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
THOMPSON SIEGEL & WALMSLEY LLC | 34 | 34 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2021 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 34 |
Renaissance Technologies | 18 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2023 | 34 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.01% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 33 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
PineBridge Investments, L.P. | 27 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2023 | 32 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 32 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 31 |
Cutler Group LLC / CA | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2020 | 31 |
Fisher Asset Management, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
Creative Planning | 17 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
Cubist Systematic Strategies, LLC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 30 |
EAGLE ASSET MANAGEMENT INC | 26 | 4 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2022 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
FULLER & THALER ASSET MANAGEMENT, INC. | 29 | 29 | 0.00% | 0.32% | 0.64% | Q3 2016 | Q3 2023 | 29 |
THIRD AVENUE MANAGEMENT LLC | 29 | 29 | 0.22% | 0.49% | 0.82% | Q3 2016 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 26 | 3 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 29 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2023 | 29 |
QUADRANT CAPITAL GROUP LLC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 4 | 0.00% | 0.04% | 0.23% | Q3 2013 | Q3 2023 | 29 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 29 |
WESTWOOD HOLDINGS GROUP INC | 29 | 29 | 0.11% | 0.40% | 0.68% | Q3 2016 | Q3 2023 | 29 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 28 | 28 | 1.65% | 3.99% | 6.41% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 21 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 28 |
MEEDER ASSET MANAGEMENT INC | 18 | 3 | 0.00% | 0.03% | 0.47% | Q3 2015 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
GUGGENHEIM CAPITAL LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 20 | 1 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2022 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
STIFEL FINANCIAL CORP | 20 | 6 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 26 |
ALGERT GLOBAL LLC | 15 | 1 | 0.03% | 0.53% | 1.10% | Q1 2014 | Q3 2023 | 26 |
Bridge City Capital, LLC | 26 | 26 | 0.74% | 1.63% | 2.89% | Q2 2017 | Q3 2023 | 26 |
RAYMOND JAMES & ASSOCIATES | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
PERRITT CAPITAL MANAGEMENT INC | 25 | 25 | 0.15% | 0.61% | 1.20% | Q2 2013 | Q2 2019 | 25 |
Aperio Group, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2020 | 25 |
Versant Capital Management, Inc | 22 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 25 |
HUNTINGTON NATIONAL BANK | 23 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q1 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 25 |
WEBER ALAN W | 25 | 25 | 0.16% | 0.22% | 0.28% | Q4 2014 | Q4 2020 | 25 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q1 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
GREENWOOD CAPITAL ASSOCIATES LLC | 22 | 1 | 0.00% | 0.11% | 0.18% | Q2 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
PITCAIRN CO | 23 | 1 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
PROFUND ADVISORS LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 23 |
HOMESTEAD ADVISERS CORP | 16 | 7 | 0.00% | 0.12% | 0.25% | Q1 2017 | Q3 2023 | 23 |
Sutton Wealth Advisors Inc. | 21 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Squarepoint Ops LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 23 |
A.R.T. Advisors, LLC | 13 | 3 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q4 2019 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 22 |
GLOBEFLEX CAPITAL L P | 11 | 5 | 0.00% | 0.19% | 0.72% | Q2 2013 | Q2 2021 | 22 |
Hillsdale Investment Management Inc. | 12 | 4 | 0.00% | 0.17% | 0.32% | Q2 2015 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Copeland Capital Management, LLC | 22 | 22 | 0.00% | 0.79% | 1.37% | Q2 2016 | Q3 2021 | 22 |
RENAISSANCE GROUP LLC | 15 | 3 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 22 |
AMALGAMATED BANK | 13 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2021 | 22 |
LORD, ABBETT & CO. LLC | 17 | 1 | 0.00% | 0.08% | 0.23% | Q4 2015 | Q3 2023 | 21 |
Ifrah Financial Services, Inc. | 13 | 1 | 0.07% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 21 | 21 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2018 | 21 |
Paloma Partners Management Co | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q4 2021 | 21 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 21 |
ALPS ADVISORS INC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
JANUS HENDERSON GROUP PLC | 19 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
AFFINITY INVESTMENT ADVISORS, LLC | 20 | 20 | 0.02% | 0.11% | 0.32% | Q1 2016 | Q4 2020 | 20 |
Dana Investment Advisors, Inc. | 20 | 20 | 0.07% | 0.16% | 0.62% | Q4 2015 | Q3 2020 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 17 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2019 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
TD ASSET MANAGEMENT INC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 11 | 3 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q1 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.01% | 0.05% | Q4 2017 | Q2 2022 | 19 |
Vident Investment Advisory, LLC | 18 | 1 | 0.03% | 0.09% | 0.35% | Q4 2014 | Q4 2019 | 19 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q3 2023 | 19 |
MACQUARIE GROUP LTD | 10 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 19 |
Copper Rock Capital Partners, LLC | 17 | 2 | 0.42% | 1.61% | 2.61% | Q3 2013 | Q3 2019 | 19 |
EVERENCE CAPITAL MANAGEMENT INC | 19 | 19 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
AJO, LP | 6 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2020 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
QS Investors, LLC | 15 | 1 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q1 2021 | 18 |
Crossmark Global Holdings, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 18 |
ZACKS INVESTMENT MANAGEMENT | 8 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 18 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.03% | 0.16% | Q1 2016 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
Quantinno Capital Management LP | 14 | 3 | 0.03% | 0.27% | 0.78% | Q4 2018 | Q3 2023 | 17 |
Impax Asset Management Group plc | 17 | 17 | 0.02% | 0.08% | 0.27% | Q3 2018 | Q3 2022 | 17 |
Origin Asset Management LLP | 9 | 2 | 0.02% | 0.07% | 0.19% | Q3 2015 | Q2 2023 | 17 |
MOODY ALDRICH PARTNERS LLC | 17 | 17 | 0.46% | 0.83% | 1.61% | Q3 2019 | Q3 2023 | 17 |
Spark Investment Management LLC | 17 | 17 | 0.04% | 0.14% | 0.36% | Q2 2013 | Q2 2017 | 17 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 16 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
River Road Asset Management, LLC | 16 | 16 | 0.23% | 1.04% | 1.74% | Q3 2019 | Q2 2023 | 16 |
M&T BANK CORP | 12 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Assenagon Asset Management S.A. | 5 | 2 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
FIRST NATIONAL BANK OF OMAHA | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
NumerixS Investment Technologies Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
RK Capital | 9 | 6 | 0.90% | 2.84% | 4.78% | Q2 2019 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
SAWGRASS ASSET MANAGEMENT LLC | 9 | 2 | 0.01% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.05% | Q3 2011 | Q3 2015 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2020 | 15 |
Tributary Capital Management, LLC | 15 | 15 | 1.11% | 1.73% | 2.70% | Q1 2020 | Q3 2023 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.02% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
Diversified Trust Co | 8 | 6 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 14 |
Divisar Capital Management LLC | 14 | 14 | 0.83% | 2.22% | 3.54% | Q2 2020 | Q3 2023 | 14 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.09% | 0.34% | Q1 2015 | Q3 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.10% | 0.39% | Q3 2019 | Q4 2022 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 14 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.06% | 0.26% | 0.53% | Q4 2014 | Q3 2023 | 14 |
ClariVest Asset Management LLC | 9 | 2 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2020 | 14 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Capital Research Global Investors | 10 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
Sterling Capital Management LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2019 | 13 |
Janney Montgomery Scott LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 2 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q2 2021 | 13 |
ETRADE Capital Management LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q4 2018 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2019 | 13 |
AXA S.A. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cortina Asset Management, LLC | 13 | 13 | 0.25% | 0.39% | 0.58% | Q2 2013 | Q2 2016 | 13 |
Inspire Investing, LLC | 11 | 2 | 0.03% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 13 |
Laurus Investment Counsel Inc. | 13 | 13 | 0.45% | 0.86% | 1.26% | Q3 2020 | Q3 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
HBK INVESTMENTS L P | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 13 |
Aptus Capital Advisors, LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Robeco Schweiz AG | 12 | 12 | 0.22% | 0.43% | 0.70% | Q3 2020 | Q2 2023 | 12 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.09% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 12 |
CI INVESTMENTS INC. | 10 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
FIRST HAWAIIAN BANK | 10 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
GW&K Investment Management, LLC | 12 | 12 | 0.04% | 0.47% | 0.76% | Q4 2020 | Q3 2023 | 12 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2016 | Q3 2019 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Saturna Capital CORP | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
EAM Investors, LLC | 6 | 1 | 0.16% | 0.41% | 0.68% | Q4 2013 | Q3 2023 | 12 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2021 | 12 |
DARUMA CAPITAL MANAGEMENT LLC | 12 | 12 | 1.95% | 3.29% | 4.00% | Q2 2016 | Q1 2019 | 12 |
Capital World Investors | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
LPL Financial LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STANSBERRY ASSET MANAGEMENT, LLC | 11 | 11 | 0.68% | 1.07% | 1.50% | Q1 2021 | Q3 2023 | 11 |
Hood River Capital Management LLC | 7 | 4 | 0.00% | 1.17% | 2.64% | Q3 2019 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.11% | 0.16% | 0.21% | Q4 2017 | Q2 2020 | 11 |
BROWN BROTHERS HARRIMAN & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
INTRUST BANK NA | 7 | 1 | 0.03% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.12% | 0.18% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Summit Global Investments | 6 | 5 | 0.02% | 0.07% | 0.11% | Q3 2017 | Q1 2023 | 11 |
Cambridge Investment Research Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2021 | 11 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2022 | 11 |
RAINIER INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.18% | 0.57% | 1.88% | Q2 2015 | Q4 2017 | 11 |
Cetera Advisors LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
AVIVA PLC | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 5 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q4 2019 | 11 |
SEIZERT CAPITAL PARTNERS, LLC | 8 | 3 | 0.04% | 0.15% | 0.23% | Q1 2020 | Q3 2023 | 11 |
KENNEDY CAPITAL MANAGEMENT LLC | 9 | 2 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 11 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2022 | 11 |
HANCOCK WHITNEY CORP | 6 | 5 | 0.06% | 0.25% | 0.54% | Q3 2015 | Q2 2021 | 11 |
MENTA CAPITAL LLC | 3 | 2 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q2 2019 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Stonebridge Capital Advisors LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 11 |
AlphaCrest Capital Management LLC | 6 | 1 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q3 2022 | 11 |
Knights of Columbus Asset Advisors LLC | 10 | 10 | 0.19% | 0.26% | 0.32% | Q2 2021 | Q3 2023 | 10 |
Robeco Institutional Asset Management B.V. | 6 | 4 | 0.02% | 0.05% | 0.11% | Q3 2015 | Q1 2022 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2023 | 10 |
REGIONS FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Praesidium Investment Management Company, LLC | 10 | 10 | 3.42% | 4.15% | 4.91% | Q2 2013 | Q3 2015 | 10 |
Piermont Capital Management Inc. | 8 | 2 | 0.13% | 0.23% | 0.36% | Q4 2015 | Q2 2018 | 10 |
EULAV Asset Management | 5 | 5 | 0.02% | 0.12% | 0.33% | Q3 2018 | Q3 2023 | 10 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
TFS CAPITAL LLC | 7 | 1 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2016 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HighTower Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 7 | 3 | 0.14% | 0.17% | 0.19% | Q2 2015 | Q4 2017 | 10 |
Granahan Investment Management | 10 | 10 | 0.02% | 0.21% | 0.49% | Q2 2013 | Q3 2015 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q4 2022 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Boston Trust Walden Corp | 10 | 10 | 0.14% | 0.21% | 0.30% | Q2 2021 | Q3 2023 | 10 |
FIRST QUADRANT LLC/CA | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2020 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 4 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q4 2019 | 10 |
State of Wyoming | 10 | 10 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 10 |
GFI Investment Counsel Ltd. | 10 | 10 | 0.81% | 3.56% | 7.14% | Q2 2021 | Q3 2023 | 10 |
BTC Capital Management, Inc. | 8 | 2 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 10 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2022 | 10 |
Holocene Advisors, LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
BOSTON FINANCIAL MANGEMENT LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q1 2021 | Q1 2023 | 9 |
HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 9 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.04% | 0.30% | 0.76% | Q3 2013 | Q4 2020 | 9 |
Virtus Fund Advisers, LLC | 4 | 1 | 0.00% | 0.26% | 0.78% | Q2 2014 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 9 |
SECOR Capital Advisors, LP | 4 | 1 | 0.08% | 0.37% | 0.84% | Q4 2013 | Q1 2019 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
PUTNAM INVESTMENTS LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 9 |
IndexIQ Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
9258 Wealth Management, LLC | 5 | 4 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2023 | 9 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.05% | 0.14% | Q2 2017 | Q4 2019 | 9 |
Cornerstone Investment Partners, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MACKAY SHIELDS LLC | 6 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 9 |
Maryland State Retirement & Pension System | 9 | 9 | 0.03% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Artisan Partners Limited Partnership | 9 | 9 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.21% | 0.55% | Q3 2018 | Q2 2023 | 9 |
CIM, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
NATIXIS ADVISORS, L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Employees Retirement System of Texas | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 9 |
WINTON GROUP Ltd | 8 | 8 | 0.01% | 0.09% | 0.24% | Q4 2017 | Q3 2019 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
Alberta Investment Management Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
BlackRock Japan Co. Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2016 | 8 |
Pacer Advisors, Inc. | 5 | 3 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q2 2021 | 8 |
Richard Bernstein Advisors LLC | 8 | 8 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q1 2015 | 8 |
Blueshift Asset Management, LLC | 5 | 1 | 0.03% | 0.05% | 0.12% | Q1 2019 | Q1 2022 | 8 |
Vestcor Inc | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 1.15% | 1.40% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
JB CAPITAL PARTNERS LP | 8 | 8 | 0.17% | 0.23% | 0.32% | Q1 2021 | Q4 2022 | 8 |
Manchester Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.10% | 0.25% | Q3 2015 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Legato Capital Management LLC | 4 | 4 | 0.05% | 0.26% | 0.37% | Q1 2017 | Q3 2023 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2016 | 8 |
Neuberger Berman Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
American Portfolios Advisors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
BRANDES INVESTMENT PARTNERS, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2012 | Q1 2015 | 8 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q2 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
CONGRESS ASSET MANAGEMENT CO /MA | 7 | 7 | 0.14% | 0.25% | 0.38% | Q1 2022 | Q3 2023 | 7 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2017 | 7 |
Lisanti Capital Growth, LLC | 4 | 3 | 0.27% | 1.16% | 1.71% | Q2 2018 | Q3 2023 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q1 2020 | 7 |
Versor Investments LP | 7 | 7 | 0.01% | 0.05% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Penbrook Management LLC | 7 | 7 | 0.49% | 0.58% | 0.70% | Q4 2019 | Q2 2021 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
SummerHaven Investment Management, LLC | 7 | 7 | 0.43% | 0.53% | 0.65% | Q4 2020 | Q2 2022 | 7 |
Close Asset Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Coe Capital Management, LLC | 5 | 2 | 0.29% | 0.54% | 0.69% | Q3 2014 | Q2 2016 | 7 |
NICHOLAS COMPANY, INC. | 7 | 7 | 0.09% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FORT, L.P. | 5 | 2 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q1 2022 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2018 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.12% | 0.18% | 0.23% | Q1 2022 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2019 | 7 |
Rafferty Asset Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2019 | 7 |
NAVELLIER & ASSOCIATES INC | 6 | 1 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q3 2023 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2016 | Q3 2017 | 7 |
MILES CAPITAL, INC. | 5 | 2 | 0.13% | 0.18% | 0.23% | Q2 2014 | Q2 2016 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.08% | 0.11% | Q1 2021 | Q4 2022 | 7 |
Hilltop Holdings Inc. | 4 | 1 | 0.05% | 0.14% | 0.35% | Q2 2016 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Proficio Capital Partners LLC | 4 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
SEGALL BRYANT & HAMILL, LLC | 5 | 2 | 0.07% | 0.12% | 0.15% | Q2 2019 | Q3 2023 | 7 |
Numeric Investors LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2017 | 7 |
Convergence Investment Partners, LLC | 3 | 1 | 0.07% | 0.14% | 0.24% | Q4 2013 | Q3 2020 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 7 |
MACKENZIE FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2017 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
DEAN INVESTMENT ASSOCIATES, LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q3 2017 | Q4 2018 | 6 |
Walthausen & Co., LLC | 5 | 1 | 0.23% | 0.74% | 1.34% | Q1 2020 | Q3 2022 | 6 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.07% | 0.30% | Q4 2013 | Q4 2017 | 6 |
SHELL ASSET MANAGEMENT CO | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DEPRINCE RACE & ZOLLO INC | 4 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q1 2015 | 6 |
Indie Asset Partners, LLC | 6 | 6 | 0.27% | 0.51% | 0.71% | Q1 2021 | Q2 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LEUTHOLD GROUP, LLC | 4 | 2 | 0.33% | 0.44% | 0.56% | Q4 2015 | Q3 2021 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 6 |
Pier Capital, LLC | 6 | 6 | 0.48% | 0.97% | 1.12% | Q1 2015 | Q2 2016 | 6 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
North Star Investment Management Corp. | 4 | 2 | 0.00% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q4 2019 | 6 |
Laurion Capital Management LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.31% | 0.55% | 0.67% | Q2 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DALTON GREINER HARTMAN MAHER & CO | 6 | 6 | 0.07% | 0.11% | 0.15% | Q4 2014 | Q1 2016 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q3 2015 | 6 |
PICTET ASSET MANAGEMENT SA | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
DEERE & CO | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2016 | 6 |
Asset Management One Co., Ltd. | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2016 | 6 |
Foundry Partners, LLC | 6 | 6 | 0.04% | 0.14% | 0.30% | Q2 2014 | Q3 2015 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2023 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.03% | 0.07% | 0.20% | Q1 2016 | Q2 2017 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 5 |
AHL Partners LLP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 5 |
Altshuler Shaham Ltd | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
EAM Global Investors LLC | 5 | 5 | 0.51% | 1.15% | 1.77% | Q3 2022 | Q3 2023 | 5 |
FRIESS ASSOCIATES LLC | 3 | 1 | 0.14% | 0.62% | 0.87% | Q3 2015 | Q1 2019 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2016 | 5 |
Strid Group, LLC | 3 | 2 | 0.06% | 0.09% | 0.15% | Q2 2022 | Q3 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.10% | 0.27% | 0.45% | Q4 2022 | Q4 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 5 |
CASTLEARK MANAGEMENT LLC | 4 | 1 | 0.13% | 0.23% | 0.31% | Q3 2015 | Q3 2023 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.14% | 0.33% | 0.44% | Q3 2022 | Q3 2023 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Empirical Finance, LLC | 4 | 1 | 0.01% | 0.15% | 0.22% | Q4 2016 | Q2 2021 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Bordeaux Wealth Advisors LLC | 5 | 5 | 0.21% | 0.30% | 0.47% | Q4 2020 | Q4 2021 | 5 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q2 2023 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
THB ASSET MANAGEMENT | 5 | 5 | 0.46% | 0.66% | 0.90% | Q2 2014 | Q2 2015 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Ergoteles LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 5 |
Zebra Capital Management LLC | 4 | 1 | 0.16% | 0.23% | 0.33% | Q3 2018 | Q2 2020 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
ANALYTIC INVESTORS, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2016 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 5 |
Bowling Portfolio Management LLC | 3 | 1 | 0.04% | 0.13% | 0.24% | Q4 2018 | Q3 2020 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q2 2018 | Q2 2019 | 5 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2023 | 5 |
Moran Wealth Management, LLC | 4 | 4 | 0.21% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIGNA INVESTMENTS INC /NEW | 2 | 1 | 0.03% | 0.03% | 0.05% | Q1 2017 | Q2 2020 | 4 |
Goodman Financial Corp | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.18% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Biltmore Wealth Management, LLC | 3 | 1 | 0.20% | 0.21% | 0.24% | Q2 2017 | Q2 2018 | 4 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2013 | Q2 2014 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2023 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.39% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 4 |
Premier Fund Managers Ltd | 4 | 4 | 0.28% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2016 | Q1 2017 | 4 |
CLARK ESTATES INC/NY | 4 | 4 | 0.52% | 0.59% | 0.70% | Q2 2020 | Q1 2021 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
DekaBank Deutsche Girozentrale | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 4 |
Caprock Group, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2019 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.34% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Bell Investment Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2016 | 4 |
Teza Capital Management LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q2 2023 | 4 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Horizon Investment Services, LLC | 2 | 2 | 0.13% | 0.81% | 1.18% | Q1 2016 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SkyOak Wealth, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 4 |
IMPAX ASSET MANAGEMENT LLC | 4 | 4 | 0.56% | 0.69% | 0.86% | Q3 2017 | Q2 2018 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 4 |
XTX Topco Ltd | 3 | 1 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 4 |
ANDERSON HOAGLAND & CO | 3 | 1 | 0.34% | 0.52% | 1.00% | Q4 2016 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.07% | 0.12% | Q4 2013 | Q3 2014 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q1 2021 | 4 |
XPONANCE, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CLEARBRIDGE, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
APG Asset Management N.V. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.01% | 0.11% | 0.24% | Q1 2014 | Q1 2017 | 4 |
FDx Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.13% | 0.42% | Q2 2015 | Q1 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q2 2020 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
South Dakota Investment Council | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.00% | 0.06% | 0.19% | Q3 2015 | Q3 2023 | 4 |
Invictus RG | 3 | 1 | 0.02% | 0.16% | 0.34% | Q4 2015 | Q1 2017 | 4 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Spot Trading L.L.C | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 4 |
Empowered Funds, LLC | 2 | 1 | 0.08% | 0.37% | 0.92% | Q3 2020 | Q3 2023 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.33% | 0.35% | 0.37% | Q4 2018 | Q2 2019 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Otter Creek Advisors, LLC | 3 | 3 | 0.69% | 0.90% | 1.09% | Q4 2015 | Q2 2016 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.23% | 0.25% | 0.27% | Q2 2021 | Q4 2021 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Graves Light Lenhart Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.19% | 0.22% | Q1 2019 | Q3 2019 | 3 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q3 2015 | Q1 2016 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q3 2022 | Q2 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q4 2018 | 3 |
Zelman Capital LLC | 3 | 3 | 1.93% | 2.48% | 3.30% | Q4 2014 | Q2 2015 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.36% | 0.40% | 0.48% | Q3 2018 | Q1 2020 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q1 2015 | Q4 2017 | 3 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 3 | 3 | 0.27% | 0.64% | 1.17% | Q4 2017 | Q2 2018 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2016 | Q3 2016 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
CANANDAIGUA NATIONAL CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q1 2022 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q4 2013 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
CROWN ADVISORS MANAGEMENT, INC. | 3 | 3 | 2.09% | 2.26% | 2.51% | Q1 2020 | Q3 2020 | 3 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 3 | 3 | 0.16% | 0.46% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.74% | 0.81% | 0.87% | Q4 2015 | Q2 2016 | 3 |
Mawer Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Redwood Investments, LLC | 2 | 1 | 0.19% | 0.78% | 1.87% | Q1 2016 | Q3 2023 | 3 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.00% | 0.04% | 0.07% | Q2 2015 | Q1 2019 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.26% | 0.30% | 0.35% | Q3 2015 | Q1 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Oliver Luxxe Assets LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 3 |
Capital International Investors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ROYAL LONDON ASSET MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Archer Investment Corp | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aubrey Capital Management Ltd | 2 | 2 | 1.76% | 1.98% | 2.19% | Q2 2023 | Q3 2023 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 1.30% | 1.33% | 1.36% | Q2 2023 | Q3 2023 | 2 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.56% | 0.63% | Q2 2014 | Q3 2015 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q3 2021 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.08% | 0.11% | 0.13% | Q2 2018 | Q1 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.34% | 0.38% | 0.42% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.07% | 0.18% | 0.29% | Q2 2023 | Q3 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.16% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.07% | 0.09% | 0.10% | Q3 2016 | Q1 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Glassman Wealth Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q4 2020 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.09% | 0.13% | Q1 2018 | Q4 2018 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2022 | 2 |
TRUST CO OF VERMONT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.04% | 0.16% | 0.28% | Q2 2023 | Q3 2023 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.80% | 0.98% | 1.17% | Q4 2013 | Q1 2014 | 2 |
Euclidean Technologies Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2021 | Q2 2021 | 2 |
Airain ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WINMILL & CO. INC | 2 | 2 | 0.79% | 0.86% | 0.94% | Q3 2021 | Q4 2021 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 2 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.26% | 0.28% | 0.31% | Q1 2016 | Q2 2016 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.47% | 0.50% | 0.54% | Q3 2018 | Q4 2018 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.20% | 0.22% | 0.23% | Q1 2016 | Q2 2016 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARBOUR INVESTMENTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Hiddenite Capital Partners LP | 2 | 2 | 1.20% | 1.39% | 1.57% | Q2 2023 | Q3 2023 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 2 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 1.21% | 2.42% | Q2 2015 | Q4 2022 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 2 |
Baird Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Skylands Capital, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q3 2014 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q1 2020 | Q2 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2023 | 2 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q1 2023 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ACK Asset Management | 2 | 2 | 5.77% | 5.77% | 5.77% | Q3 2019 | Q4 2019 | 2 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 2 | 2 | 0.62% | 1.46% | 2.30% | Q3 2019 | Q4 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.70% | 0.74% | 0.79% | Q4 2018 | Q1 2019 | 2 |
Ibex Investors LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q3 2014 | Q4 2014 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 2 | 2 | 0.97% | 0.99% | 1.01% | Q3 2015 | Q4 2015 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CLINTON GROUP INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Eos Management, L.P. | 2 | 2 | 0.29% | 0.38% | 0.46% | Q3 2014 | Q4 2014 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q4 2015 | 2 |
NorthCoast Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2013 | Q2 2019 | 2 |
Handelsinvest Investeringsforvaltning | 2 | 2 | 0.85% | 1.03% | 1.21% | Q4 2022 | Q1 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Kula Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Bridgewater Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2020 | Q3 2020 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
HEARTLAND ADVISORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
BURNEY CO/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Paradice Investment Management LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2020 | Q2 2020 | 1 |
NKCFO LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WADDELL & ASSOCIATES, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
First Washington CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2014 | Q3 2014 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Baillie Gifford | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AIA Group Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CFM WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2021 | Q4 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Sciencast Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
LRT Capital Management, LLC | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2016 | Q4 2016 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Diametric Capital, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FirstPurpose Wealth LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own COMFORT SYS USA INC or have owned COMFORT SYS USA INC in the past.