Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 86 |
Citadel Advisors | 33 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 64 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.00% | 0.06% | 0.54% | Q4 2008 | Q3 2023 | 57 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.10% | Q4 2012 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
TSP Capital Management Group, LLC | 42 | 42 | 1.35% | 3.30% | 7.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
HSBC HOLDINGS PLC | 19 | 3 | 0.00% | 0.01% | 0.16% | Q1 2012 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
LPL Financial LLC | 36 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 32 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
MILLENNIUM MANAGEMENT LLC | 30 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 4 | 0.00% | 0.20% | 0.97% | Q3 2013 | Q3 2023 | 35 |
Grantham, Mayo, Van Otterloo & Co. LLC | 25 | 1 | 0.00% | 0.06% | 0.25% | Q3 2013 | Q3 2023 | 34 |
GEODE CAPITAL MANAGEMENT, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 34 |
Legal & General Group Plc | 22 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Creative Planning | 14 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 34 |
PEAK6 Group LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 33 |
PANAGORA ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
PROFUND ADVISORS LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 30 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q3 2020 | 30 |
ALLIANCEBERNSTEIN L.P. | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 28 |
Renaissance Technologies | 20 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 28 |
Laird Norton Wetherby Wealth Management, LLC | 23 | 2 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 27 |
GREENLEAF TRUST | 23 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
STABLEFORD CAPITAL II LLC | 25 | 2 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Advisors Asset Management, Inc. | 13 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 26 |
AVIVA PLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
OPPENHEIMER & CO INC | 25 | 25 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2019 | 25 |
QUADRANT CAPITAL GROUP LLC | 21 | 4 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 25 |
CREDIT AGRICOLE S A | 11 | 6 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 25 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 25 |
SG Americas Securities, LLC | 21 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 24 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 23 |
Parallel Advisors, LLC | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 23 |
IFP Advisors, Inc | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 23 |
Polunin Capital Partners Ltd | 15 | 8 | 1.91% | 6.28% | 13.09% | Q4 2017 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 22 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 22 |
AMERICAN CENTURY COMPANIES INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
GAM Holding AG | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 22 |
First Horizon Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 22 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
FMR LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 15 | 5 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2018 | 20 |
Caprock Group, LLC | 19 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.22% | 0.77% | Q2 2013 | Q3 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 19 |
SEI INVESTMENTS CO | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 19 |
Virtu Financial LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q1 2023 | 19 |
STIFEL FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
DELTEC ASSET MANAGEMENT LLC | 12 | 6 | 0.00% | 0.14% | 0.84% | Q2 2013 | Q3 2018 | 18 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 18 |
Hexavest Inc. | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 18 |
Candriam S.C.A. | 17 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q4 2022 | 18 |
AMP Capital Investors Ltd | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 17 |
Guinness Asset Management LTD | 17 | 17 | 0.04% | 0.10% | 0.25% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
QUANTUM CAPITAL MANAGEMENT | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2020 | 17 |
Global X Management CO LLC | 17 | 17 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Guinness Atkinson Asset Management Inc | 17 | 17 | 0.15% | 0.37% | 0.82% | Q2 2013 | Q2 2017 | 17 |
Crossmark Global Holdings, Inc. | 12 | 1 | 0.00% | 0.04% | 0.20% | Q3 2016 | Q3 2022 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2023 | 16 |
Ethic Inc. | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Russell Investments Group, Ltd. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 16 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
Pacer Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q1 2023 | 16 |
SPX Gestao de Recursos Ltda | 5 | 1 | 0.00% | 1.05% | 3.42% | Q4 2012 | Q3 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
PZENA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Bank of New York Mellon Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 11 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 10 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FRANKLIN RESOURCES INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 15 |
Employees Retirement System of Texas | 11 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 14 |
Allianz Asset Management GmbH | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Spot Trading L.L.C | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 14 |
OFI Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q3 2015 | 14 |
ING GROEP NV | 12 | 2 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q4 2017 | 14 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 14 |
Cornerstone Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 14 |
Asset Management One Co., Ltd. | 14 | 14 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2016 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 14 |
Freedom Investment Management, Inc. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 14 |
Vanguard Personalized Indexing Management, LLC | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 14 |
Camelot Portfolios, LLC | 13 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q4 2018 | 14 |
Cutler Group LLC / CA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 14 |
Virtu KCG Holdings LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 13 |
Concert Wealth Management Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
PEAR TREE ADVISORS INC | 13 | 13 | 0.01% | 0.04% | 0.31% | Q2 2013 | Q2 2016 | 13 |
Corient Capital Partners, LLC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q4 2022 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 13 |
BlackRock Institutional Trust Company, N.A. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2017 | 13 |
QCM Cayman, Ltd. | 4 | 1 | 0.01% | 0.28% | 0.90% | Q2 2014 | Q2 2023 | 13 |
Itau Unibanco Holding S.A. | 6 | 1 | 0.00% | 0.36% | 0.96% | Q2 2016 | Q3 2023 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2017 | 13 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.02% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Boston Partners | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
NEWGATE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.43% | 1.25% | 2.65% | Q2 2013 | Q1 2016 | 12 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q4 2019 | 12 |
Neuberger Berman Group LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 12 |
CENTRAL TRUST Co | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 12 |
Balentine LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 12 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 12 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 12 |
NATIXIS | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.03% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q4 2015 | 11 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.01% | 0.12% | Q1 2015 | Q3 2023 | 11 |
Qtron Investments LLC | 11 | 11 | 0.35% | 0.39% | 0.46% | Q1 2021 | Q3 2023 | 11 |
Waverton Investment Management Ltd | 10 | 1 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q1 2017 | 11 |
PineBridge Investments, L.P. | 11 | 11 | 0.01% | 0.06% | 0.16% | Q3 2017 | Q1 2020 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bienville Capital Management, LLC | 10 | 10 | 0.01% | 0.14% | 0.76% | Q1 2016 | Q2 2018 | 11 |
Electron Capital Partners, LLC | 5 | 1 | 0.02% | 1.15% | 2.82% | Q4 2013 | Q3 2022 | 11 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 10 |
Invictus RG Pte. Ltd. | 10 | 10 | 0.06% | 0.31% | 0.94% | Q2 2013 | Q3 2015 | 10 |
Capital Investment Advisory Services, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2019 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 10 |
Banco BTG Pactual S.A. | 4 | 1 | 0.02% | 0.53% | 1.33% | Q4 2018 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q2 2022 | 10 |
GATEWAY INVESTMENT ADVISERS LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Pure Financial Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2023 | 10 |
Optiver Holding B.V. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PDS Planning, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Weaver C. Barksdale & Associates, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 10 |
MANGROVE PARTNERS IM, LLC | 10 | 10 | 0.66% | 1.04% | 1.45% | Q2 2021 | Q3 2023 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2015 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AJO, LP | 10 | 10 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2016 | 10 |
State of New Jersey Common Pension Fund D | 9 | 9 | 0.01% | 0.05% | 0.26% | Q1 2014 | Q1 2016 | 9 |
Engineers Gate Manager LP | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 9 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Abundance Wealth Counselors | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2017 | 9 |
Wealth Quarterback LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Ativo Capital Management LLC | 9 | 9 | 0.46% | 1.14% | 1.98% | Q3 2021 | Q3 2023 | 9 |
LEUTHOLD GROUP, LLC | 5 | 4 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q1 2017 | 9 |
FIFTH THIRD BANCORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 9 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2019 | 9 |
Sumitomo Mitsui Trust Holdings, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 9 |
BlackRock Japan Co. Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
PRIVATE TRUST CO NA | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 9 |
Stanley-Laman Group, Ltd. | 8 | 8 | 0.10% | 0.28% | 0.42% | Q4 2013 | Q3 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vident Investment Advisory, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 8 |
Evergreen Wealth Solutions, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Steward Partners Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Checchi Capital Advisers, LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q2 2016 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WFG Advisors, LP | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Sarasin & Partners LLP | 8 | 8 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Airain ltd | 3 | 1 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q1 2016 | 8 |
DEERE & CO | 7 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2016 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2018 | 8 |
WESTPAC BANKING CORP | 7 | 1 | 0.01% | 0.04% | 0.15% | Q3 2013 | Q1 2017 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Hemenway Trust Co LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q4 2015 | 8 |
NORGES BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
West Family Investments, Inc. | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.03% | 0.27% | 0.70% | Q2 2013 | Q2 2015 | 7 |
Avalon Investment & Advisory | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 7 |
Triumph Capital Management | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 7 | 7 | 0.12% | 0.14% | 0.17% | Q2 2020 | Q4 2021 | 7 |
Ballentine Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
BAILARD, INC. | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Virtus ETF Advisers LLC | 7 | 7 | 0.11% | 0.40% | 0.99% | Q1 2022 | Q3 2023 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Inspire Investing, LLC | 6 | 1 | 0.00% | 0.09% | 0.19% | Q4 2017 | Q2 2021 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2019 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q2 2019 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q4 2015 | 7 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2021 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q4 2022 | 7 |
Advisory Services Network, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 7 |
EAGLE GLOBAL ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q4 2014 | 7 |
FIL Ltd | 7 | 7 | 0.02% | 0.09% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Emerging Global Advisors, LLC | 6 | 1 | 0.03% | 0.10% | 0.16% | Q2 2013 | Q2 2015 | 7 |
First Affirmative Financial Network | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q4 2023 | 7 |
DREMAN VALUE MANAGEMENT, L L C | 7 | 7 | 0.03% | 0.35% | 0.59% | Q1 2014 | Q3 2015 | 7 |
BlueCrest Capital Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.01% | 0.07% | 0.30% | Q2 2013 | Q4 2016 | 6 |
First Allied Advisory Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Invictus RG | 6 | 6 | 0.15% | 0.32% | 0.64% | Q4 2015 | Q1 2017 | 6 |
HARVARD MANAGEMENT CO INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
NatWest Group plc | 6 | 6 | 0.01% | 0.04% | 0.17% | Q2 2014 | Q3 2015 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
Santa Fe Partners LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 6 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2017 | 6 |
Eventide Asset Management | 6 | 6 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Regal Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 6 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2014 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cullen Capital Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2017 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 6 |
Insight Wealth Strategies, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 5 |
CAPITAL GUARDIAN TRUST CO | 5 | 5 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q2 2014 | 5 |
KBC Group NV | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IEQ CAPITAL, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
DnB Asset Management AS | 3 | 2 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Alden Global Capital LLC | 5 | 5 | 0.61% | 1.41% | 2.05% | Q3 2016 | Q3 2017 | 5 |
Brookstone Capital Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 5 |
XTX Topco Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Newfoundland Capital Management | 2 | 1 | 0.04% | 0.65% | 1.50% | Q1 2017 | Q2 2022 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.03% | 0.07% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Frontier Wealth Management LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2019 | 5 |
Ashmore Group plc | 4 | 1 | 1.01% | 2.20% | 4.15% | Q1 2013 | Q1 2017 | 5 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2022 | 5 |
PFG Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Numeric Investors LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q3 2013 | Q3 2014 | 5 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2015 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 3 | 2 | 0.07% | 0.17% | 0.31% | Q3 2012 | Q2 2015 | 5 |
Lehman Financial Resources, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
McAdams Wright Ragen, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
INDUS CAPITAL PARTNERS, LLC | 3 | 1 | 0.05% | 0.35% | 1.24% | Q4 2013 | Q4 2015 | 5 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 5 | 5 | 1.51% | 1.96% | 2.86% | Q2 2013 | Q2 2014 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.10% | 0.19% | Q2 2021 | Q4 2022 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2014 | Q1 2022 | 4 |
Trium Capital LLP | 4 | 4 | 0.10% | 0.71% | 1.06% | Q4 2022 | Q3 2023 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
WRAPMANAGER INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
VPR Management LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
COHEN & STEERS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2010 | Q3 2011 | 4 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Gotham Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 4 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 4 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 4 |
FDx Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 4 |
Voya Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
CADENCE BANK NA | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 4 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.87% | 0.98% | 1.15% | Q4 2018 | Q3 2019 | 4 |
Concentrum Wealth Management | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q3 2019 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 4 |
BANCORPSOUTH INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 4 |
EVERETT HARRIS & CO /CA/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2013 | Q3 2014 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Ronit Capital LLP | 4 | 4 | 3.78% | 4.32% | 4.74% | Q4 2020 | Q3 2021 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2015 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
American Trust Investment Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
WealthStone, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
FULTON BANK, N.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2023 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2013 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 3 |
REAVES W H & CO INC | 3 | 3 | 0.14% | 0.39% | 0.60% | Q2 2013 | Q4 2013 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 3 |
DSAM Partners (London) Ltd | 3 | 3 | 0.20% | 0.22% | 0.25% | Q3 2016 | Q1 2017 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 3 |
Susquehanna International Group Ltd. | 1 | 1 | 0.03% | 0.12% | 0.26% | Q1 2020 | Q3 2021 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Meiji Yasuda Asset Management Co Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 3 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 3 |
Capital Research Global Investors | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RAYMOND JAMES & ASSOCIATES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 4.25% | 8.94% | 11.97% | Q4 2018 | Q2 2019 | 3 |
Capital International Investors | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 3 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 3 |
Capital Financial Services, LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Claro Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
KING STREET CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.08% | 0.49% | 0.81% | Q4 2017 | Q2 2018 | 3 |
Hoxton Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 3 |
UNITED MARITIME CAPITAL LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Horizon Kinetics | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
CNB Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Pendal Group Ltd | 1 | 1 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
MEAG MUNICH ERGO AssetManagement GmbH | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Zimmer Partners, LP | 2 | 2 | 1.21% | 1.61% | 2.01% | Q3 2013 | Q4 2013 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
F3Logic, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Beck Bode, LLC | 2 | 2 | 0.02% | 1.28% | 2.53% | Q1 2021 | Q2 2021 | 2 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 2 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Aldebaran Financial Inc. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2014 | Q3 2014 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.31% | 1.78% | 3.24% | Q1 2014 | Q2 2014 | 2 |
Capital International Sarl | 2 | 2 | 0.30% | 1.26% | 2.23% | Q1 2014 | Q2 2014 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Randolph Co Inc | 2 | 2 | 0.97% | 0.98% | 0.98% | Q2 2013 | Q3 2013 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2022 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
IPG Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q3 2018 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2014 | Q3 2014 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Li Winifred I | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Sigma Planning Corp | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q2 2014 | Q3 2014 | 2 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.17% | 0.21% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q2 2014 | 2 |
CAPITAL INTERNATIONAL LTD /CA/ | 2 | 2 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2014 | 2 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2020 | Q4 2020 | 1 |
Tradeworx Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Perpetual Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
GRATRY & Co LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
F&C Asset Management plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Walleye Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Cape Ann Asset Management Ltd | 1 | 1 | 7.74% | 7.74% | 7.74% | Q4 2019 | Q4 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Covalis Capital LLP | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2020 | Q1 2020 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CROFT-LEOMINSTER INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Capital Innovations LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2013 | Q4 2013 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Brookfield Asset Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2014 | Q3 2014 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Wealth Architects, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2022 | Q1 2022 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Thematic Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMMONFUND ASSET MANAGEMENT CO INC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2013 | Q2 2013 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jenkins Wealth | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Forward Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GQG Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own COMPANHIA ENERGETICA DE MINA or have owned COMPANHIA ENERGETICA DE MINA in the past.