Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 21 |
Cutler Group LLC / CA | 7 | 7 | 0.00% | 0.01% | 0.10% | Q1 2022 | Q3 2023 | 20 |
Walleye Trading LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 19 |
UBS Group AG | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 16 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 13 |
MILLENNIUM MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 13 |
Cubist Systematic Strategies, LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 13 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 13 |
Walleye Capital LLC | 7 | 7 | 0.01% | 0.06% | 0.18% | Q1 2022 | Q3 2023 | 12 |
BANK OF AMERICA CORP /DE/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 11 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.07% | 0.31% | Q1 2022 | Q3 2023 | 10 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.01% | 0.02% | 0.08% | Q3 2022 | Q3 2023 | 10 |
Caption Management, LLC | 3 | 3 | 0.00% | 0.05% | 0.19% | Q1 2022 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.08% | 0.24% | Q1 2022 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 9 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
DnB Asset Management AS | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
Symmetry Partners, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 8 |
Squarepoint Ops LLC | 4 | 2 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2023 | 8 |
American Trust Investment Advisors, LLC | 7 | 7 | 3.39% | 4.99% | 6.06% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 7 | 0.00% | 0.07% | 0.28% | Q1 2022 | Q3 2023 | 7 |
PEOPLES FINANCIAL SERVICES CORP. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Cowen Prime Advisors LLC | 6 | 1 | 0.16% | 0.23% | 0.33% | Q2 2020 | Q2 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Arizona State Retirement System | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
SYNTAX ADVISORS, LLC | 7 | 7 | 0.29% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
South Dakota Investment Council | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Utah Retirement Systems | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VANGUARD GROUP INC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Silvant Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Vantage Consulting Group Inc | 7 | 7 | 0.16% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
FRG Family Wealth Advisors LLC | 7 | 7 | 0.14% | 0.24% | 0.30% | Q1 2022 | Q3 2023 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Piscataqua Savings Bank | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Invesco Ltd. | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PROFUND ADVISORS LLC | 7 | 7 | 0.08% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 7 | 7 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Soapstone Management L.P. | 7 | 7 | 7.72% | 9.72% | 11.40% | Q1 2022 | Q3 2023 | 7 |
Asset Dedication, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CIBC WORLD MARKETS CORP | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Energy Income Partners, LLC | 7 | 7 | 0.22% | 0.42% | 0.75% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BNP Paribas Asset Management Holding S.A. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Tidal Investments LLC | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AMERICAN CENTURY COMPANIES INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Supplemental Annuity Collective Trust of NJ | 7 | 7 | 0.07% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
INTRUST BANK NA | 7 | 7 | 0.06% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Kentucky Retirement Systems Insurance Trust Fund | 7 | 7 | 0.05% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ARROW FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Louisiana State Employees Retirement System | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 0.20% | 0.31% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rafferty Asset Management, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital International, Inc./CA/ | 7 | 7 | 0.00% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FINANCIAL COUNSELORS INC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MIDDLETON & CO INC/MA | 7 | 7 | 0.14% | 0.21% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Gotham Asset Management, LLC | 7 | 7 | 0.05% | 0.18% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Argyle Capital Management Inc. | 7 | 7 | 0.21% | 0.28% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Busey Bank | 7 | 7 | 0.18% | 0.31% | 0.49% | Q1 2022 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
STEPH & CO | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.03% | 0.06% | 0.16% | Q1 2022 | Q3 2023 | 7 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.01% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Heartland Bank & Trust Co | 7 | 7 | 0.15% | 0.26% | 0.36% | Q1 2022 | Q3 2023 | 7 |
Bragg Financial Advisors, Inc | 7 | 7 | 0.04% | 0.07% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Black Diamond Financial, LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 1.31% | 1.94% | 2.94% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Norinchukin Bank, The | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
E Fund Management Co., Ltd. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.25% | 0.35% | 0.45% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Galvin, Gaustad & Stein, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Ninepoint Partners LP | 7 | 7 | 0.09% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TEXAS PERMANENT SCHOOL FUND CORP | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.10% | 0.20% | 0.27% | Q1 2022 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.26% | 0.39% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
AVIVA PLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Treasurer of the State of North Carolina | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
IFM Investors Pty Ltd | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ATWOOD & PALMER INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 7 | 7 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HEARTLAND ADVISORS INC | 7 | 7 | 0.55% | 0.85% | 1.08% | Q1 2022 | Q3 2023 | 7 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AXA S.A. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
RHUMBLINE ADVISERS | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STATE STREET CORP | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PUTNAM INVESTMENTS LLC | 7 | 7 | 0.37% | 0.68% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Center for Financial Planning, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.07% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Retirement Systems of Alabama | 7 | 7 | 0.03% | 0.11% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Swiss National Bank | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SUMITOMO LIFE INSURANCE CO | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AFFINITY INVESTMENT ADVISORS, LLC | 7 | 7 | 0.27% | 0.37% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Corsair Capital Management | 7 | 7 | 0.17% | 0.31% | 0.44% | Q1 2022 | Q3 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.08% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SHELTON CAPITAL MANAGEMENT | 7 | 7 | 0.07% | 0.14% | 0.25% | Q1 2022 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.07% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Man Group plc | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
APG Asset Management N.V. | 7 | 7 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 7 | 7 | 0.03% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
KB FINANCIAL PARTNERS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 7 | 7 | 0.03% | 0.23% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Versant Capital Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Foundry Partners, LLC | 7 | 7 | 0.59% | 0.72% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
GEODE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Verition Fund Management LLC | 7 | 7 | 0.01% | 0.15% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Lakeside Advisors, INC. | 7 | 7 | 0.26% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
abrdn plc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Candriam S.C.A. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIRST FINANCIAL CORP /IN/ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
INGALLS & SNYDER LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Renaissance Technologies | 7 | 7 | 0.01% | 0.09% | 0.18% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Radnor Capital Management, LLC | 7 | 7 | 0.27% | 0.44% | 0.85% | Q1 2022 | Q3 2023 | 7 |
WINTON GROUP Ltd | 7 | 7 | 0.50% | 0.87% | 1.43% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.00% | 0.28% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
KBC Group NV | 7 | 7 | 0.03% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Illinois Municipal Retirement Fund | 7 | 7 | 0.01% | 0.21% | 0.31% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Integrated Advisors Network LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NORWOOD FINANCIAL CORP | 7 | 7 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 7 | 7 | 0.09% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 7 | 7 | 0.47% | 0.74% | 0.98% | Q1 2022 | Q3 2023 | 7 |
STRS OHIO | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.06% | 0.12% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 7 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.08% | 0.26% | 1.05% | Q1 2022 | Q3 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PrairieView Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MidWestOne Financial Group, Inc. | 7 | 7 | 0.16% | 0.25% | 0.34% | Q1 2022 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 7 | 7 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Capital International Investors | 7 | 7 | 0.28% | 0.54% | 0.82% | Q1 2022 | Q3 2023 | 7 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 7 | 7 | 0.03% | 0.06% | 0.16% | Q1 2022 | Q3 2023 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ensign Peak Advisors, Inc | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Uncommon Cents Investing LLC | 7 | 7 | 0.16% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ClearBridge Investments Ltd | 7 | 7 | 3.34% | 4.67% | 5.64% | Q1 2022 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Dai-ichi Life Insurance Company, Ltd | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
AQR Capital Management | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Platform Technology Partners | 7 | 7 | 0.13% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
D. E. Shaw & Co., Inc. | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
GABELLI FUNDS LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Savant Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hudson Bay Capital Management LP | 7 | 7 | 0.01% | 0.20% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Community Bank, N.A. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CIBC Asset Management Inc | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.09% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Desjardins Global Asset Management Inc. | 7 | 7 | 0.06% | 0.30% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Allegheny Financial Group LTD | 7 | 7 | 0.10% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
WealthTrust Axiom LLC | 7 | 7 | 0.28% | 0.47% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Huber Capital Management LLC | 7 | 7 | 0.10% | 0.21% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Hendershot Investments Inc. | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Robeco Institutional Asset Management B.V. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 7 | 7 | 0.04% | 0.10% | 0.22% | Q1 2022 | Q3 2023 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Elo Mutual Pension Insurance Co | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Van Cleef Asset Management,Inc | 7 | 7 | 0.09% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Korea Investment CORP | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Legal & General Group Plc | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.07% | 0.15% | 0.20% | Q1 2022 | Q3 2023 | 7 |
ALBION FINANCIAL GROUP /UT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 7 | 0.38% | 0.52% | 0.69% | Q1 2022 | Q3 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Kentucky Retirement Systems | 7 | 7 | 0.05% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 7 | 0.04% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Operose Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Guardian Wealth Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Empirical Finance, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Wealthfront Advisers LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ProShare Advisors LLC | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JNBA Financial Advisors | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.24% | 0.33% | 0.42% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Livforsakringsbolaget Skandia, Omsesidigt | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Arden Trust Co | 7 | 7 | 0.12% | 0.20% | 0.33% | Q2 2022 | Q4 2023 | 7 |
Balentine LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Western Pacific Wealth Management, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
M. Kulyk & Associates, LLC | 7 | 7 | 0.40% | 0.48% | 0.55% | Q1 2022 | Q3 2023 | 7 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7 | 7 | 0.03% | 0.14% | 0.24% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TFC Financial Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MV CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Southpoint Capital Advisors LP | 7 | 7 | 1.80% | 5.83% | 8.35% | Q1 2022 | Q3 2023 | 7 |
Hollow Brook Wealth Management LLC | 7 | 7 | 1.06% | 1.87% | 2.44% | Q1 2022 | Q3 2023 | 7 |
Narwhal Capital Management | 7 | 7 | 0.10% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 7 | 7 | 0.02% | 0.07% | 0.15% | Q1 2022 | Q3 2023 | 7 |
National Pension Service | 7 | 7 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Electron Capital Partners, LLC | 7 | 7 | 5.44% | 6.61% | 8.20% | Q1 2022 | Q3 2023 | 7 |
State of Tennessee, Treasury Department | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NISA INVESTMENT ADVISORS, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DIMENSIONAL FUND ADVISORS LP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Wahed Invest LLC | 7 | 7 | 0.12% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VAN ECK ASSOCIATES CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Advisory, LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
REAVES W H & CO INC | 7 | 7 | 1.77% | 2.91% | 3.53% | Q1 2022 | Q3 2023 | 7 |
Nuveen Asset Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Hartford Financial Management Inc. | 7 | 7 | 0.09% | 0.14% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Capital Research Global Investors | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Haverford Trust Co | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Newton One Investments LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
COMMERCE BANK | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.07% | 0.13% | 0.20% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 7 | 7 | 0.00% | 0.01% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Pacer Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.04% | 1.68% | 2.97% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.10% | 0.17% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Vestcor Inc | 7 | 7 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
L & S Advisors Inc | 7 | 7 | 0.31% | 0.58% | 0.92% | Q1 2022 | Q3 2023 | 7 |
SG Americas Securities, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Owl Creek Asset Management, L.P. | 7 | 7 | 0.84% | 2.09% | 3.52% | Q1 2022 | Q3 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 6 | 6 | 0.04% | 0.07% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Sagefield Capital LP | 6 | 6 | 0.07% | 0.35% | 0.55% | Q1 2022 | Q2 2023 | 6 |
Providence Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.46% | 0.69% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Penserra Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Realta Investment Advisors | 5 | 5 | 0.02% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.02% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Checchi Capital Advisers, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
SHELL ASSET MANAGEMENT CO | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
COHEN & STEERS, INC. | 4 | 2 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
apricus wealth, LLC | 5 | 1 | 0.19% | 0.42% | 0.56% | Q1 2022 | Q3 2023 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EARNEST PARTNERS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CNB Bank | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Nicholas Hoffman & Company, LLC. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Advisors Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FORSTA AP-FONDEN | 6 | 6 | 0.06% | 0.10% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Riverwater Partners LLC | 6 | 6 | 0.22% | 0.25% | 0.29% | Q3 2022 | Q4 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.05% | 0.13% | Q1 2022 | Q2 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Marshall Financial Group LLC | 6 | 6 | 0.08% | 0.18% | 0.25% | Q2 2022 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
HARVEST VOLATILITY MANAGEMENT LLC | 6 | 6 | 0.13% | 0.19% | 0.25% | Q1 2022 | Q2 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
USS Investment Management Ltd | 4 | 2 | 0.01% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Advanced Asset Management Advisors Inc | 6 | 6 | 0.15% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
EQUITY INVESTMENT CORP | 6 | 6 | 0.65% | 0.77% | 1.01% | Q1 2022 | Q2 2023 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Bank of New Hampshire | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
FIL Ltd | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Sandy Spring Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Horizon Investments, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.10% | 0.20% | 0.29% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 6 | 6 | 0.25% | 0.51% | 0.63% | Q2 2022 | Q3 2023 | 6 |
TSFG, LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Fractal Investments LLC | 6 | 6 | 0.19% | 0.41% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Artemis Investment Management LLP | 6 | 6 | 0.46% | 2.09% | 2.93% | Q2 2022 | Q3 2023 | 6 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q2 2023 | 6 |
DekaBank Deutsche Girozentrale | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lantz Financial LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Missouri Trust & Investment Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 6 |
American Institute for Advanced Investment Management, LLP | 6 | 6 | 0.34% | 0.55% | 0.78% | Q2 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
1832 Asset Management L.P. | 5 | 1 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.05% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
West Oak Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ING GROEP NV | 5 | 1 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Acropolis Investment Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 6 | 6 | 0.44% | 0.50% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Corvex Management LP | 6 | 6 | 3.33% | 6.55% | 10.36% | Q1 2022 | Q2 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Community Bank & Trust, Waco, Texas | 6 | 6 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Harvest Fund Management Co., Ltd | 6 | 6 | 0.02% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Engineers Gate Manager LP | 5 | 1 | 0.04% | 0.18% | 0.33% | Q1 2022 | Q3 2023 | 6 |
Amundi | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 6 | 6 | 0.01% | 0.47% | 1.48% | Q1 2022 | Q2 2023 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LSP Investment Advisors, LLC | 4 | 2 | 0.10% | 1.00% | 5.36% | Q1 2022 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Glassman Wealth Services | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Dorsey Wright & Associates | 4 | 2 | 0.21% | 0.39% | 0.57% | Q1 2022 | Q3 2023 | 6 |
State of Alaska, Department of Revenue | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Siemens Fonds Invest GmbH | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
NOMURA HOLDINGS INC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Achmea Investment Management B.V. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 6 | 6 | 0.03% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Resolute Capital Asset Partners LLC | 6 | 6 | 4.85% | 7.30% | 10.55% | Q2 2022 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Ethic Inc. | 6 | 6 | 0.04% | 0.08% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 6 | 6 | 0.01% | 0.12% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Orbis Allan Gray Ltd | 6 | 6 | 0.53% | 2.91% | 4.83% | Q2 2022 | Q3 2023 | 6 |
SOA Wealth Advisors, LLC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Russell Investments Group, Ltd. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Boit C F David | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Centre Asset Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q4 2023 | 6 |
Sigma Planning Corp | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
NJ State Employees Deferred Compensation Plan | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Tredje AP-fonden | 3 | 2 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Zuckerman Investment Group, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2022 | Q4 2023 | 5 |
Donald Smith & Co. | 5 | 5 | 0.84% | 1.88% | 3.24% | Q1 2022 | Q1 2023 | 5 |
Ausdal Financial Partners, Inc. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Johnson Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Appaloosa LP | 5 | 5 | 0.85% | 10.13% | 16.08% | Q2 2022 | Q2 2023 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sompo Asset Management Co., Ltd. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.03% | 0.11% | 0.28% | Q1 2022 | Q2 2023 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.06% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.90% | 1.95% | Q1 2022 | Q2 2023 | 5 |
Newbrook Capital Advisors LP | 5 | 5 | 6.51% | 7.33% | 8.18% | Q3 2022 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Taconic Capital Advisors LP | 5 | 5 | 0.15% | 0.32% | 0.44% | Q1 2022 | Q1 2023 | 5 |
Assenagon Asset Management S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WESTPAC BANKING CORP | 4 | 1 | 0.03% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 5 |
WEXFORD CAPITAL LP | 5 | 5 | 0.12% | 0.52% | 1.22% | Q1 2022 | Q1 2023 | 5 |
COMERICA BANK | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
PointState Capital LP | 4 | 1 | 0.14% | 0.70% | 1.77% | Q1 2022 | Q2 2023 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Altman Advisors, Inc. | 4 | 1 | 0.83% | 1.09% | 1.30% | Q2 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
VeraBank, N.A. | 5 | 5 | 0.10% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 5 | 5 | 0.17% | 0.35% | 0.47% | Q1 2022 | Q1 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aull & Monroe Investment Management Corp | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
BURNEY CO/ | 4 | 1 | 0.01% | 0.04% | 0.11% | Q1 2022 | Q2 2023 | 5 |
Clean Yield Group | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CIGNA INVESTMENTS INC /NEW | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Clarius Group, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.01% | 0.12% | 0.25% | Q2 2022 | Q3 2023 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
JOHN G ULLMAN & ASSOCIATES INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
McClarren Financial Advisors, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
AllSquare Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Semmax Financial Advisors Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Grove Bank & Trust | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Premier Fund Managers Ltd | 5 | 5 | 0.07% | 0.11% | 0.21% | Q3 2022 | Q3 2023 | 5 |
STABLEFORD CAPITAL II LLC | 3 | 2 | 0.16% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Independent Advisor Alliance | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.12% | 0.30% | 0.45% | Q3 2022 | Q3 2023 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.04% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Fund Management at Engine No. 1 LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Essex Financial Services, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NICOLA WEALTH MANAGEMENT LTD. | 5 | 5 | 0.21% | 0.34% | 0.47% | Q3 2022 | Q3 2023 | 5 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
J.W. COLE ADVISORS, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
RWA WEALTH PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Deseret Mutual Benefit Administrators | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Cohen Klingenstein LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
HBK Sorce Advisory LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
PARAGON FINANCIAL PARTNERS, INC. | 5 | 5 | 0.27% | 0.31% | 0.37% | Q3 2022 | Q3 2023 | 5 |
TIEMANN INVESTMENT ADVISORS, LLC | 5 | 5 | 0.17% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Iron Horse Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Atria Wealth Solutions, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TriaGen Wealth Management LLC | 5 | 5 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Diversified Trust Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2023 | 4 |
NORGES BANK | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Zullo Investment Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.85% | 1.16% | 1.44% | Q1 2022 | Q4 2022 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.15% | 0.33% | Q1 2022 | Q2 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
EDGAR LOMAX CO/VA | 4 | 4 | 0.90% | 1.20% | 1.53% | Q1 2022 | Q4 2022 | 4 |
Sierra Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
GW&K Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Burleson & Company, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
STEADFAST CAPITAL MANAGEMENT LP | 4 | 4 | 3.12% | 6.15% | 10.62% | Q3 2022 | Q2 2023 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
FIRST CITIZENS BANK & TRUST CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SENTRY INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 4 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.09% | 0.21% | Q2 2022 | Q1 2023 | 4 |
Strategic Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 4 | 0.25% | 0.75% | 1.08% | Q1 2022 | Q4 2022 | 4 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
INTACT INVESTMENT MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.24% | 0.59% | 0.92% | Q2 2022 | Q1 2023 | 4 |
DB Wealth Management Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sargent Bickham Lagudis LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
59 North Capital Management, LP | 4 | 4 | 5.18% | 11.39% | 13.80% | Q4 2022 | Q3 2023 | 4 |
CastleKnight Management LP | 3 | 3 | 0.16% | 0.63% | 1.12% | Q1 2022 | Q3 2022 | 4 |
Caprock Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.13% | 0.21% | Q1 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rivermont Capital Management LP | 4 | 4 | 4.91% | 6.46% | 8.13% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.01% | 0.06% | 0.09% | Q1 2022 | Q1 2023 | 4 |
Oakworth Capital, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Zimmer Partners, LP | 2 | 1 | 0.25% | 1.06% | 1.81% | Q1 2022 | Q3 2023 | 4 |
Alaska Permanent Fund Corp | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2022 | Q3 2023 | 4 |
Nippon Life Global Investors Americas, Inc. | 4 | 4 | 0.67% | 1.10% | 2.14% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CSS LLC/IL | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.10% | 0.26% | 0.38% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Quaero Capital S.A. | 4 | 4 | 0.63% | 1.01% | 1.56% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Neo Ivy Capital Management | 2 | 2 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 4 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.01% | 0.04% | 0.13% | Q1 2022 | Q1 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COMERICA SECURITIES,INC. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bornite Capital Management LP | 4 | 4 | 0.09% | 0.80% | 2.81% | Q4 2022 | Q3 2023 | 4 |
US Asset Management LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.06% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.01% | 0.14% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALLSTATE CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Verger Capital Management LLC | 4 | 4 | 1.21% | 1.35% | 1.57% | Q2 2022 | Q1 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Successful Portfolios LLC | 2 | 2 | 0.14% | 0.18% | 0.23% | Q3 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Strategic Blueprint, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 4 | 4 | 0.07% | 0.19% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.09% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
One Fin Capital Management LP | 4 | 4 | 7.32% | 9.43% | 12.07% | Q1 2022 | Q4 2022 | 4 |
Ellenbecker Investment Group | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
XTX Topco Ltd | 2 | 1 | 0.05% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 3 |
Columbus Hill Capital Management, L.P. | 3 | 3 | 4.56% | 9.14% | 17.73% | Q3 2022 | Q1 2023 | 3 |
BOKF, NA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Redpoint Investment Management Pty Ltd | 3 | 3 | 0.06% | 0.10% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Resolution Capital Ltd | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Advantage, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Regal Wealth Group, Inc. | 2 | 1 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q2 2023 | 3 |
FORA Capital, LLC | 1 | 1 | 0.12% | 0.46% | 0.87% | Q2 2022 | Q2 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Covalis Capital LLP | 3 | 3 | 1.31% | 2.76% | 3.49% | Q1 2022 | Q3 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Shilanski & Associates, Inc. | 2 | 1 | 0.24% | 0.28% | 0.34% | Q4 2022 | Q3 2023 | 3 |
PFG Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.08% | 0.24% | 0.35% | Q1 2022 | Q2 2023 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Qtron Investments LLC | 3 | 3 | 0.07% | 0.11% | 0.19% | Q2 2022 | Q4 2022 | 3 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clear Perspectives Financial Planning, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CITY HOLDING CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Segment Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Covea Finance | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q2 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bollard Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SEEYOND | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.40% | 1.43% | 2.33% | Q4 2022 | Q2 2023 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.83% | 1.45% | 1.87% | Q1 2023 | Q3 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.13% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.10% | 0.18% | Q1 2022 | Q1 2023 | 3 |
TCTC Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MFN Partners Management, LP | 3 | 3 | 0.80% | 4.96% | 7.09% | Q3 2022 | Q1 2023 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Thrive Capital Management, LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
City State Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Venor Capital Management LP | 3 | 3 | 14.58% | 18.80% | 24.28% | Q1 2022 | Q3 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.60% | 0.73% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Duquesne Family Office | 2 | 1 | 0.15% | 0.32% | 0.42% | Q3 2022 | Q3 2023 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.13% | 0.25% | 0.32% | Q2 2022 | Q1 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Abundance Wealth Counselors | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.08% | 0.25% | 0.36% | Q1 2022 | Q4 2022 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Graves Light Lenhart Wealth, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Aventail Capital Group, LP | 2 | 1 | 1.07% | 2.67% | 3.89% | Q1 2022 | Q3 2023 | 3 |
Citizens Business Bank | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Hudock, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 1.14% | 1.52% | 2.02% | Q1 2022 | Q3 2022 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.09% | 0.21% | 0.42% | Q3 2022 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.05% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Wedmont Private Capital | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
SOUND SHORE MANAGEMENT INC /CT/ | 3 | 3 | 2.22% | 2.67% | 3.07% | Q1 2023 | Q3 2023 | 3 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2022 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.20% | 0.30% | 0.43% | Q1 2022 | Q3 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.25% | 0.29% | 0.35% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.07% | 0.15% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q4 2022 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2022 | Q3 2022 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 2 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.10% | 0.19% | 0.29% | Q2 2022 | Q3 2022 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.27% | 0.31% | 0.34% | Q2 2023 | Q3 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.06% | 0.12% | 0.19% | Q2 2022 | Q3 2022 | 2 |
State of Wyoming | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
FINANCIAL CONSULATE, INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Diversified, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Clear Sky Advisers, LLC | 2 | 2 | 1.68% | 2.83% | 3.97% | Q1 2022 | Q2 2022 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Yost Capital Management, LP | 2 | 2 | 7.71% | 7.72% | 7.72% | Q3 2022 | Q4 2022 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
River Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Paradice Investment Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MAIRS & POWER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
SC&H Financial Advisors, Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2022 | Q4 2022 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.04% | 0.11% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.12% | 0.17% | 0.23% | Q4 2022 | Q1 2023 | 2 |
Shay Capital LLC | 2 | 2 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
NTB Financial Corp | 2 | 2 | 0.35% | 0.38% | 0.40% | Q1 2022 | Q2 2022 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.74% | 0.75% | 0.76% | Q3 2022 | Q4 2022 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.68% | 0.91% | 1.14% | Q2 2023 | Q3 2023 | 2 |
Thomasville National Bank | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
HERITAGE INVESTORS MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
STF Management LP | 1 | 1 | 0.20% | 0.25% | 0.30% | Q1 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Tevis Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Yaupon Capital Management LP | 2 | 2 | 0.73% | 1.55% | 2.37% | Q4 2022 | Q1 2023 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.13% | 0.20% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Centiva Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
Gunderson Capital Management Inc. | 2 | 2 | 1.27% | 1.39% | 1.50% | Q3 2023 | Q4 2023 | 2 |
OSSIAM | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Widmann Financial Services, Inc. | 2 | 2 | 0.45% | 0.57% | 0.70% | Q2 2022 | Q3 2022 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.29% | 0.32% | 0.36% | Q1 2023 | Q2 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.39% | 0.59% | 0.79% | Q4 2022 | Q1 2023 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CRAWFORD INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.44% | 0.52% | 0.59% | Q4 2022 | Q1 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 2 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q2 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.04% | 0.09% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Surevest, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.39% | 0.57% | 0.75% | Q1 2023 | Q2 2023 | 2 |
Clean Energy Transition LLP | 2 | 2 | 13.26% | 14.49% | 15.73% | Q2 2022 | Q3 2022 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Versor Investments LP | 1 | 1 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 2 |
Hartree Partners, LP | 2 | 2 | 0.00% | 0.60% | 1.19% | Q2 2022 | Q3 2022 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Friedenthal Financial | 1 | 1 | 0.45% | 0.47% | 0.49% | Q4 2022 | Q2 2023 | 2 |
Professional Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.16% | 0.22% | 0.28% | Q4 2022 | Q1 2023 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.14% | 0.18% | 0.21% | Q1 2023 | Q3 2023 | 2 |
EMFO, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
First Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
LBP AM SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Andra AP-fonden | 2 | 2 | 0.21% | 0.40% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Capital World Investors | 2 | 2 | 0.19% | 0.22% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.19% | 0.28% | 0.38% | Q1 2022 | Q2 2022 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2022 | Q4 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.06% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.34% | 0.38% | 0.42% | Q3 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
RIPOSTE CAPITAL LLC | 2 | 2 | 0.80% | 1.56% | 2.32% | Q4 2022 | Q1 2023 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2022 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
EVERMAY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SAGE PRIVATE WEALTH GROUP, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.84% | 0.98% | 1.11% | Q2 2023 | Q3 2023 | 2 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
LaSalle St. Investment Advisors, LLC | 2 | 2 | 0.10% | 0.68% | 1.26% | Q2 2023 | Q3 2023 | 2 |
ABLE Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Grant/GrossMendelsohn, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mn Services Vermogensbeheer B.V. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Power Corp of Canada | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Family CFO Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sentinus, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
American National Registered Investment Advisor, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Souders Financial Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2022 | Q3 2022 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 1.69% | 1.69% | 1.69% | Q1 2023 | Q1 2023 | 1 |
Pensionfund Sabic | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2022 | Q3 2022 | 1 |
CIC Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Abbrea Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Coann Capital LLC | 1 | 1 | 3.89% | 3.89% | 3.89% | Q3 2022 | Q3 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Te Ahumairangi Investment Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Silver Point Capital L.P. | 1 | 1 | 2.97% | 2.97% | 2.97% | Q1 2022 | Q1 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Forest Avenue Capital Management LP | 1 | 1 | 7.82% | 7.82% | 7.82% | Q4 2022 | Q4 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
TT International Asset Management LTD | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Callodine Capital Management, LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Crestline Management, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2022 | Q1 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Coatue Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Capital International Sarl | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Court Place Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.78% | 2.78% | 2.78% | Q2 2022 | Q2 2022 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bridgewater Associates | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2023 | Q1 2023 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2022 | Q1 2022 | 1 |
Hartford Funds Management Co LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2022 | Q4 2022 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Owen LaRue, LLC | 1 | 1 | 2.92% | 2.92% | 2.92% | Q3 2023 | Q3 2023 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Athena Investment Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2022 | Q1 2022 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VIKING FUND MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2023 | Q1 2023 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Financial Council Asset Management Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
TOEWS CORP /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Samjo Capital LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q1 2022 | Q1 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PDT Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2022 | Q3 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
AMERICAN NATIONAL INSURANCE CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
ARGI Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LFA - Lugano Financial Advisors SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own CONSTELLATION ENERGY CORP or have owned CONSTELLATION ENERGY CORP in the past.