Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 108 |
Citadel Advisors | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 76 |
Walleye Trading LLC | 20 | 10 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2023 | 73 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q1 2023 | 70 |
Cutler Group LLC / CA | 15 | 2 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q4 2022 | 60 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q1 2023 | 53 |
WOLVERINE TRADING, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 53 |
GOLDMAN SACHS GROUP INC | 40 | 4 | 0.00% | 0.05% | 0.12% | Q1 2012 | Q1 2023 | 49 |
BARCLAYS PLC | 40 | 40 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2023 | 46 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 43 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 39 | 39 | 0.00% | 1.47% | 3.02% | Q2 2013 | Q4 2022 | 43 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 22 | 17 | 0.00% | 0.41% | 1.09% | Q2 2013 | Q1 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 40 | 40 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2023 | 41 |
Heronetta Management, L.P. | 41 | 41 | 0.04% | 2.17% | 3.77% | Q4 2012 | Q4 2022 | 41 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 40 | 40 | 0.01% | 2.14% | 4.31% | Q2 2013 | Q1 2023 | 40 |
BANK OF MONTREAL /CAN/ | 39 | 39 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 40 |
ClearBridge Investments | 40 | 40 | 0.01% | 0.15% | 0.43% | Q2 2013 | Q1 2023 | 40 |
EAGLE GLOBAL ADVISORS LLC | 40 | 40 | 0.01% | 1.89% | 3.35% | Q2 2013 | Q1 2023 | 40 |
MOODY NATIONAL BANK TRUST DIVISION | 40 | 40 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 40 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 40 | 40 | 0.43% | 2.06% | 5.27% | Q2 2013 | Q1 2023 | 40 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 40 | 40 | 0.03% | 0.43% | 0.89% | Q2 2013 | Q1 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 40 |
JPMORGAN CHASE & CO | 40 | 40 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 40 |
Texas Yale Capital Corp. | 40 | 40 | 0.03% | 0.13% | 0.36% | Q2 2013 | Q1 2023 | 40 |
ROYAL BANK OF CANADA | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 40 |
Estabrook Capital Management | 40 | 40 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 40 |
HighTower Advisors, LLC | 31 | 8 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q1 2023 | 39 |
ALPS ADVISORS INC | 39 | 39 | 0.73% | 2.24% | 4.98% | Q2 2013 | Q4 2022 | 39 |
DEUTSCHE BANK AG\ | 38 | 38 | 0.00% | 0.02% | 0.16% | Q3 2013 | Q4 2022 | 39 |
Invesco Ltd. | 39 | 39 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2022 | 39 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2022 | 39 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 38 |
LPL Financial LLC | 33 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 37 |
UBS Group AG | 34 | 34 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2023 | 37 |
NORTHERN TRUST CORP | 27 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 37 |
Nuveen Asset Management, LLC | 25 | 25 | 0.00% | 0.03% | 0.43% | Q3 2013 | Q3 2019 | 36 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.02% | 0.30% | 0.79% | Q2 2013 | Q1 2022 | 36 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 26 | 10 | 0.01% | 0.79% | 1.54% | Q3 2013 | Q1 2023 | 36 |
COHEN & STEERS, INC. | 10 | 8 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 35 |
CINCINNATI INSURANCE CO | 26 | 9 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q2 2022 | 35 |
Spot Trading L.L.C | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 34 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q2 2018 | 34 |
Salient Capital Advisors, LLC | 10 | 1 | 0.00% | 0.58% | 2.29% | Q2 2013 | Q3 2022 | 34 |
FIRST TRUST ADVISORS LP | 24 | 10 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q4 2022 | 34 |
CIBC Private Wealth Group, LLC | 25 | 8 | 0.00% | 0.15% | 0.78% | Q1 2014 | Q4 2022 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2021 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.03% | 0.44% | 0.91% | Q1 2015 | Q1 2023 | 33 |
Neuberger Berman Group LLC | 23 | 9 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2021 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 32 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 32 |
Parkside Financial Bank & Trust | 31 | 31 | 0.02% | 0.28% | 0.74% | Q3 2015 | Q1 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2023 | 31 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 31 |
Cetera Advisors LLC | 30 | 30 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2020 | 30 |
BARINGS LLC | 16 | 4 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2021 | 29 |
Advisors Asset Management, Inc. | 11 | 7 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q1 2023 | 29 |
American National Registered Investment Advisor, Inc. | 25 | 4 | 0.07% | 0.26% | 0.51% | Q2 2013 | Q1 2022 | 29 |
VAN ECK ASSOCIATES CORP | 29 | 29 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2023 | 29 |
ALBERT D MASON INC | 28 | 1 | 0.06% | 0.83% | 1.32% | Q2 2013 | Q1 2022 | 29 |
STIFEL FINANCIAL CORP | 25 | 4 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q2 2022 | 29 |
First Horizon Advisors, Inc. | 20 | 9 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2023 | 29 |
BLAIR WILLIAM & CO/IL | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 28 |
FIFTH THIRD BANCORP | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 27 |
Creative Planning | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Cutter & CO Brokerage, Inc. | 26 | 1 | 0.03% | 0.21% | 0.29% | Q2 2014 | Q2 2021 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.15% | 0.34% | 0.61% | Q2 2013 | Q4 2019 | 27 |
AMERICAN NATIONAL INSURANCE CO | 22 | 1 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q1 2022 | 26 |
Janney Montgomery Scott LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 26 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 25 | 25 | 0.23% | 2.37% | 6.40% | Q4 2016 | Q4 2022 | 26 |
Parallax Volatility Advisers, L.P. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 14 | 4 | 0.00% | 0.03% | 0.18% | Q2 2015 | Q1 2023 | 26 |
OppenheimerFunds, Inc. | 25 | 25 | 0.13% | 0.28% | 0.41% | Q1 2013 | Q1 2019 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 2.19% | 3.62% | 5.34% | Q2 2013 | Q2 2019 | 25 |
SALEM INVESTMENT COUNSELORS INC | 9 | 3 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q4 2021 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2022 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.02% | 0.14% | 0.57% | Q2 2013 | Q2 2019 | 25 |
GUGGENHEIM CAPITAL LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
Ridgemont Partners Management, LLC | 24 | 24 | 5.64% | 15.53% | 44.75% | Q4 2010 | Q3 2016 | 24 |
CONNING INC. | 24 | 24 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q4 2019 | 24 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 9 | 4 | 0.01% | 0.02% | 0.10% | Q1 2014 | Q3 2022 | 24 |
Tortoise Index Solutions, LLC | 22 | 2 | 0.08% | 0.37% | 0.76% | Q2 2015 | Q1 2023 | 24 |
CASTLEARK MANAGEMENT LLC | 13 | 10 | 0.03% | 0.09% | 0.14% | Q4 2016 | Q1 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.03% | 0.16% | 0.51% | Q3 2017 | Q1 2023 | 23 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 4 | 0.01% | 0.10% | 0.75% | Q2 2013 | Q1 2023 | 22 |
Geneos Wealth Management Inc. | 13 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 22 |
Cypress Capital Management LLC (WY) | 12 | 10 | 0.00% | 0.35% | 2.51% | Q3 2016 | Q1 2023 | 22 |
First Allied Advisory Services, Inc. | 13 | 9 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 22 |
Harvest Fund Advisors LLC | 12 | 9 | 0.06% | 1.64% | 4.24% | Q4 2014 | Q1 2020 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 21 |
Lee Financial Co | 12 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q1 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q2 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 14 | 6 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2022 | 20 |
RR Advisors, LLC | 11 | 2 | 0.36% | 6.99% | 16.43% | Q2 2013 | Q4 2022 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 20 |
ING GROEP NV | 8 | 1 | 0.01% | 0.19% | 0.57% | Q1 2013 | Q1 2023 | 20 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 20 |
FMR LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 20 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 19 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q1 2022 | 19 |
Rafferty Asset Management, LLC | 15 | 1 | 0.00% | 0.05% | 0.25% | Q1 2015 | Q3 2020 | 19 |
Virtu Financial LLC | 12 | 1 | 0.01% | 0.07% | 0.22% | Q3 2015 | Q1 2023 | 19 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 19 |
Global X Management CO LLC | 19 | 19 | 0.17% | 0.45% | 0.80% | Q4 2013 | Q2 2018 | 19 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.08% | 0.22% | 0.36% | Q3 2018 | Q1 2023 | 19 |
Lavaca Capital LLC | 18 | 18 | 0.04% | 0.16% | 0.34% | Q4 2018 | Q1 2023 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 0.84% | 1.33% | 2.26% | Q2 2013 | Q4 2017 | 18 |
Allianz Asset Management GmbH | 15 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2022 | 18 |
WESTWOOD HOLDINGS GROUP INC | 17 | 1 | 0.01% | 0.06% | 0.09% | Q2 2016 | Q4 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.05% | 0.21% | 0.39% | Q2 2013 | Q3 2017 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 18 |
Fieldpoint Private Securities, LLC | 10 | 7 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 17 |
Bank of New York Mellon Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q4 2022 | 17 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 8 | 0.01% | 0.10% | 0.17% | Q2 2013 | Q4 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
CAPTRUST FINANCIAL ADVISORS | 9 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 17 |
WFG Advisors, LP | 9 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 16 |
BOKF, NA | 15 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2018 | 16 |
First Eagle Investment Management, LLC | 15 | 1 | 0.04% | 0.23% | 0.31% | Q2 2013 | Q2 2019 | 16 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 16 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2017 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
AMERICAN FINANCIAL GROUP INC | 16 | 16 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q4 2022 | 16 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2022 | 15 |
Principal Street Partners, LLC | 8 | 7 | 0.02% | 0.09% | 0.17% | Q2 2019 | Q1 2023 | 15 |
Ironwood Investment Counsel, LLC | 15 | 15 | 0.14% | 0.22% | 0.32% | Q4 2013 | Q2 2017 | 15 |
Segment Wealth Management, LLC | 13 | 2 | 0.01% | 0.06% | 0.19% | Q3 2013 | Q1 2023 | 15 |
Mariner, LLC | 10 | 1 | 0.00% | 0.05% | 0.35% | Q2 2013 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
First Capital Advisors Group, LLC. | 9 | 6 | 0.29% | 0.54% | 0.90% | Q4 2016 | Q1 2023 | 15 |
RBF Capital, LLC | 11 | 4 | 0.03% | 0.04% | 0.06% | Q4 2015 | Q3 2019 | 15 |
Penserra Capital Management LLC | 10 | 4 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2019 | 14 |
MAI Capital Management | 14 | 14 | 0.02% | 0.37% | 0.91% | Q2 2013 | Q3 2016 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 14 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 2 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q4 2022 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2019 | 14 |
TORONTO DOMINION BANK | 8 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 14 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2021 | 14 |
Vident Investment Advisory, LLC | 13 | 13 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q1 2023 | 13 |
AGF Investments LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q4 2019 | 13 |
OSAIC HOLDINGS, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Cedar Wealth Management, LLC | 12 | 1 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q3 2019 | 13 |
Blackstone Inc. | 12 | 1 | 0.03% | 0.58% | 1.22% | Q4 2017 | Q1 2023 | 13 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 13 | 13 | 0.06% | 0.10% | 0.18% | Q3 2014 | Q3 2017 | 13 |
JENNISON ASSOCIATES LLC | 8 | 5 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2022 | 13 |
Sargent Bickham Lagudis LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Simmons Bank | 13 | 13 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 13 |
Arrow Investment Advisors, LLC | 9 | 3 | 0.15% | 0.20% | 0.31% | Q2 2019 | Q3 2022 | 12 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q4 2022 | 12 |
CIBC WORLD MARKET INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Vantage Investment Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2020 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.16% | 0.24% | 0.46% | Q1 2016 | Q1 2019 | 12 |
TPH Asset Management, LLC | 8 | 2 | 0.00% | 1.00% | 3.96% | Q1 2013 | Q3 2015 | 12 |
BEACH INVESTMENT COUNSEL INC/PA | 12 | 12 | 0.52% | 2.81% | 4.26% | Q1 2013 | Q4 2015 | 12 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 10 | 2 | 0.05% | 0.44% | 0.73% | Q2 2013 | Q2 2016 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.20% | 0.67% | 1.42% | Q4 2017 | Q3 2020 | 12 |
BESSEMER GROUP INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 12 |
Vestcor Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
SEGALL BRYANT & HAMILL, LLC | 12 | 12 | 0.06% | 0.17% | 0.25% | Q1 2013 | Q4 2015 | 12 |
Brookfield Asset Management | 7 | 5 | 0.04% | 0.20% | 0.38% | Q2 2018 | Q2 2022 | 12 |
MSI Financial Services Inc | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 6 | 6 | 0.05% | 0.20% | 0.34% | Q4 2019 | Q4 2022 | 12 |
QS Investors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 12 |
Gradient Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 12 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2018 | 12 |
Russell Investments Group, Ltd. | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
SECURITY NATIONAL TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2016 | 12 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 11 | 11 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q2 2018 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 11 |
Sovereign Investment Advisors, LLC | 11 | 11 | 0.39% | 1.06% | 1.50% | Q3 2020 | Q1 2023 | 11 |
B. Riley Wealth Management, Inc. | 10 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q2 2022 | 11 |
Steward Partners Investment Advisory, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 11 |
Liberty Mutual Group Asset Management Inc. | 10 | 1 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q1 2017 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Edge Capital Group, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2022 | 11 |
ELCO Management Co., LLC | 11 | 11 | 0.29% | 0.35% | 0.41% | Q3 2016 | Q1 2019 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q4 2019 | 11 |
NATIXIS | 9 | 1 | 0.02% | 0.13% | 0.56% | Q3 2018 | Q1 2023 | 11 |
Beach Investment Management, LLC. | 10 | 10 | 1.42% | 2.10% | 2.92% | Q2 2013 | Q3 2015 | 10 |
WHITTIER TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Homrich & Berg | 10 | 10 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Grace Capital | 10 | 10 | 0.55% | 1.18% | 1.75% | Q2 2013 | Q3 2015 | 10 |
SkyView Investment Advisors, LLC | 10 | 10 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2016 | 10 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q2 2019 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 10 |
IFP Advisors, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 10 |
McGowan Group Asset Management, Inc. | 10 | 10 | 0.82% | 0.96% | 1.16% | Q3 2017 | Q4 2019 | 10 |
Lehman Financial Resources, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q1 2015 | 10 |
Ziegler Capital Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q4 2019 | 10 |
Texan Capital Management | 10 | 10 | 0.23% | 0.58% | 0.86% | Q2 2013 | Q3 2015 | 10 |
JANUS HENDERSON GROUP PLC | 10 | 10 | 0.01% | 0.06% | 0.08% | Q2 2017 | Q3 2019 | 10 |
Cambridge Investment Research Advisors, Inc. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.16% | 0.45% | 0.58% | Q3 2013 | Q4 2015 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q2 2019 | 10 |
BlackRock Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 10 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.12% | 0.17% | 0.20% | Q4 2012 | Q1 2015 | 10 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 10 |
MILLER HOWARD INVESTMENTS INC /NY | 10 | 10 | 0.66% | 0.81% | 0.92% | Q4 2020 | Q1 2023 | 10 |
IronBridge Private Wealth, LLC | 9 | 9 | 0.10% | 0.15% | 0.23% | Q1 2021 | Q1 2023 | 9 |
Center Coast Capital Advisors, LP | 9 | 9 | 0.26% | 2.70% | 3.45% | Q4 2015 | Q4 2017 | 9 |
IMA Wealth, Inc. | 9 | 9 | 0.11% | 0.17% | 0.22% | Q2 2013 | Q2 2015 | 9 |
Virtus ETF Advisers LLC | 7 | 2 | 0.25% | 0.89% | 1.10% | Q1 2016 | Q4 2018 | 9 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 3 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q2 2022 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.04% | 0.11% | 0.15% | Q2 2013 | Q2 2015 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2019 | 9 |
Winch Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
ALBION FINANCIAL GROUP /UT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
Ferris Capital, LLC | 8 | 1 | 0.03% | 0.08% | 0.11% | Q2 2017 | Q3 2019 | 9 |
QUADRANT CAPITAL GROUP LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 9 |
CHICKASAW CAPITAL MANAGEMENT LLC | 9 | 9 | 1.10% | 3.93% | 5.99% | Q1 2021 | Q1 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Hoxton Financial, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.03% | 0.19% | 0.28% | Q2 2013 | Q2 2015 | 9 |
CIBC Asset Management Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 9 |
REGIONS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 9 |
Cowen Prime Advisors LLC | 8 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 9 |
Westside Investment Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 9 |
Trust CO of the Ozarks | 9 | 9 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q2 2015 | 9 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 9 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2022 | 8 |
SEI INVESTMENTS CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 7 | 1 | 0.02% | 1.76% | 2.73% | Q4 2020 | Q1 2023 | 8 |
Pinnacle Holdings, LLC | 8 | 8 | 0.77% | 2.04% | 2.80% | Q2 2013 | Q1 2015 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
SIGNATUREFD, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 8 |
HUNTINGTON NATIONAL BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2009 | Q1 2023 | 8 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q2 2013 | Q1 2015 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 2 | 0.00% | 0.09% | 0.27% | Q1 2018 | Q3 2020 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q4 2017 | 8 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.14% | 0.22% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.13% | 0.27% | Q3 2013 | Q2 2019 | 8 |
CLINTON GROUP INC | 4 | 1 | 0.02% | 0.07% | 0.16% | Q2 2015 | Q3 2018 | 8 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q2 2016 | 8 |
Morningstar Investment Services LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
Wambolt & Associates, LLC | 8 | 8 | 0.18% | 0.79% | 1.32% | Q4 2018 | Q3 2020 | 8 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Jump Financial, LLC | 4 | 3 | 0.02% | 0.09% | 0.24% | Q3 2020 | Q1 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.00% | 0.82% | 1.41% | Q4 2018 | Q2 2020 | 7 |
HSBC HOLDINGS PLC | 4 | 3 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q1 2018 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.25% | 0.41% | Q2 2013 | Q4 2014 | 7 |
Kozak & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
COMERICA BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Waldron Private Wealth LLC | 6 | 1 | 0.02% | 0.13% | 0.66% | Q1 2017 | Q2 2020 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.05% | 0.11% | 0.20% | Q4 2016 | Q2 2018 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.24% | 0.31% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Independence Trust CO | 7 | 7 | 0.13% | 0.33% | 0.48% | Q2 2013 | Q4 2014 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Hayek Kallen Investment Management | 7 | 7 | 0.17% | 0.21% | 0.25% | Q2 2013 | Q4 2014 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q1 2020 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q1 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Hilton Capital Management, LLC | 7 | 7 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 4 | 3 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 7 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.16% | 1.84% | 4.15% | Q3 2013 | Q1 2019 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.65% | 1.19% | 1.37% | Q2 2013 | Q4 2014 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.06% | 0.08% | 0.09% | Q4 2013 | Q1 2015 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 6 | 0.13% | 0.22% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
Icon Wealth Partners, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q1 2023 | 6 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 6 |
IMPACTfolio, LLC | 6 | 6 | 0.21% | 0.26% | 0.31% | Q4 2021 | Q1 2023 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Fractal Investments LLC | 6 | 6 | 1.97% | 3.45% | 4.40% | Q4 2021 | Q1 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.07% | 0.11% | Q1 2016 | Q2 2017 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
Altus Wealth Group LLC | 3 | 1 | 0.13% | 0.19% | 0.22% | Q4 2020 | Q3 2022 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.20% | 0.22% | 0.25% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2021 | 5 |
First Trust Capital Management L.P. | 5 | 5 | 0.01% | 2.02% | 10.06% | Q1 2022 | Q1 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q2 2019 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Summit Financial, LLC | 3 | 2 | 0.01% | 0.08% | 0.11% | Q4 2018 | Q1 2020 | 5 |
Marquette Asset Management, LLC | 5 | 5 | 0.31% | 0.46% | 0.67% | Q3 2014 | Q3 2015 | 5 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2020 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Castleton Investment Management LLC | 2 | 1 | 0.21% | 0.51% | 1.02% | Q3 2016 | Q2 2018 | 5 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 5 | 0.99% | 1.44% | 1.82% | Q2 2013 | Q2 2014 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Leap Investments LP | 5 | 5 | 0.09% | 0.35% | 0.84% | Q2 2019 | Q2 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2017 | 5 |
Krilogy Financial LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 0.64% | 0.72% | 0.84% | Q4 2013 | Q4 2014 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Perella Weinberg Partners Capital Management LP | 5 | 5 | 0.15% | 0.35% | 0.56% | Q2 2018 | Q2 2019 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2020 | 5 |
Savitr Capital, LLC | 5 | 5 | 1.93% | 3.57% | 5.68% | Q2 2013 | Q2 2014 | 5 |
PRUDENTIAL PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 5 |
PRIVATE CAPITAL MANAGEMENT INC | 5 | 5 | 0.24% | 0.38% | 0.58% | Q4 2015 | Q4 2016 | 5 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 4 |
Wealth Alliance | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q4 2022 | 4 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Perigon Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q4 2020 | 4 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q1 2023 | 4 |
SeaBridge Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
KHP Capital, LLC | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2017 | Q3 2018 | 4 |
Regent Investment Management LLC | 4 | 4 | 0.11% | 0.16% | 0.22% | Q3 2014 | Q2 2015 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 4 |
Bulldog Investors, LLP | 4 | 4 | 0.29% | 0.33% | 0.42% | Q3 2013 | Q2 2014 | 4 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.23% | 0.52% | Q4 2016 | Q1 2018 | 4 |
FAIRFIELD, BUSH & CO. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q1 2015 | 4 |
C-J Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Americana Partners, LLC | 4 | 4 | 0.10% | 0.20% | 0.35% | Q4 2019 | Q3 2020 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 4 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q4 2014 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Sculptor Capital LP | 4 | 4 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q2 2014 | 4 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.10% | 0.17% | 0.21% | Q2 2022 | Q1 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.14% | 0.27% | 0.60% | Q4 2020 | Q3 2021 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Geneva Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Bleichroeder LP | 4 | 4 | 3.03% | 6.27% | 10.66% | Q4 2019 | Q3 2020 | 4 |
EnTrustPermal Management LLC | 4 | 4 | 1.30% | 1.51% | 1.71% | Q4 2016 | Q3 2017 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.07% | 0.12% | 0.14% | Q2 2016 | Q1 2017 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 3 |
Antara Capital LP | 2 | 2 | 0.74% | 0.78% | 0.82% | Q3 2022 | Q4 2022 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Balentine LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Sheaff Brock Investment Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q1 2017 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
HL FINANCIAL SERVICES LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 3 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 0.00% | 0.34% | 0.56% | Q3 2019 | Q1 2020 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.00% | 0.81% | 1.28% | Q2 2011 | Q1 2017 | 3 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Global Endowment Management, LP | 2 | 1 | 0.15% | 0.30% | 0.38% | Q2 2013 | Q2 2014 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Hudock, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 3 |
Energy Income Partners, LLC | 3 | 3 | 0.58% | 0.73% | 1.01% | Q2 2022 | Q4 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Sowell Financial Services LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Abbot Financial Management, Inc. | 2 | 1 | 0.17% | 0.17% | 0.18% | Q2 2017 | Q1 2018 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Spire Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.31% | 0.43% | 0.50% | Q4 2013 | Q3 2014 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.04% | 0.30% | 0.44% | Q2 2016 | Q4 2016 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
PERRY CAPITAL | 2 | 2 | 0.28% | 0.34% | 0.39% | Q2 2015 | Q3 2015 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BP CAPITAL FUND ADVISORS, LLC | 2 | 2 | 0.18% | 0.42% | 0.66% | Q1 2016 | Q2 2016 | 2 |
B. Riley Financial, Inc. | 1 | 1 | 0.07% | 0.11% | 0.16% | Q1 2021 | Q4 2021 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 3.26% | 3.69% | 4.11% | Q3 2018 | Q4 2018 | 2 |
State of Wyoming | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2016 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 2 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
PRECEPT MANAGEMENT LLC | 2 | 2 | 0.35% | 0.41% | 0.47% | Q3 2019 | Q4 2019 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q1 2017 | 2 |
KGH Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 2 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 2 |
FIFTH LANE CAPITAL, LP | 2 | 2 | 0.93% | 1.08% | 1.22% | Q4 2022 | Q1 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.17% | 0.19% | 0.21% | Q4 2015 | Q2 2016 | 2 |
RAY GERALD L & ASSOCIATES LTD | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 1.51% | 1.81% | 2.12% | Q4 2016 | Q1 2017 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GABELLI FUNDS LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Brookstone Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 2 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2022 | Q1 2023 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
O'Dell Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2022 | Q1 2023 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Stratos Wealth Partners, LTD. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
SNS Financial Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q3 2013 | Q4 2013 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
FolioMetrix LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
FBR & Co. | 2 | 2 | 0.26% | 0.36% | 0.45% | Q3 2013 | Q4 2013 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FORA Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Kellner Capital, LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2023 | Q1 2023 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 3.63% | 3.63% | 3.63% | Q1 2023 | Q1 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
DRW Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Covestor Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2010 | Q1 2010 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2017 | Q2 2017 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2023 | Q1 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2015 | Q3 2015 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 9.12% | 9.12% | 9.12% | Q1 2023 | Q1 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2022 | Q2 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q1 2023 | Q1 2023 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 6.15% | 6.15% | 6.15% | Q4 2022 | Q4 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Drexel Morgan & Co. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2015 | Q1 2015 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
DEERE & CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SEARLE & CO. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
PRIVATE MANAGEMENT GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Centiva Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EnTrust Global Partners Offshore LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
Cercano Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Terra Nova Asset Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
Russell Clark Investment Management Ltd | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2016 | Q2 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Bridgecreek Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
RHUMBLINE ADVISERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
External links
This page lists all the filers that currently own DCP MIDSTREAM LP or have owned DCP MIDSTREAM LP in the past.