Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 60 |
Walleye Trading LLC | 20 | 20 | 0.00% | 0.04% | 0.17% | Q4 2018 | Q3 2023 | 55 |
Citadel Advisors | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 55 |
UBS Group AG | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 54 |
Cutler Group LLC / CA | 18 | 1 | 0.00% | 0.03% | 0.23% | Q4 2018 | Q3 2023 | 52 |
Parallax Volatility Advisers, L.P. | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 52 |
WOLVERINE TRADING, LLC | 10 | 9 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 50 |
D. E. Shaw & Co., Inc. | 20 | 20 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q3 2023 | 49 |
PEAK6 Investments LLC | 19 | 19 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 48 |
CITIGROUP INC | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 46 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 45 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 20 | 0.00% | 0.03% | 0.14% | Q4 2018 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 37 |
HAP Trading, LLC | 17 | 1 | 0.00% | 0.04% | 0.80% | Q4 2018 | Q3 2023 | 36 |
Squarepoint Ops LLC | 18 | 1 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 35 |
GOLDMAN SACHS GROUP INC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 14 | 5 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 32 |
CSS LLC/IL | 9 | 1 | 0.00% | 0.31% | 1.82% | Q4 2018 | Q3 2023 | 30 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 30 |
TWO SIGMA SECURITIES, LLC | 9 | 2 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 18 | 18 | 0.01% | 0.07% | 0.26% | Q2 2019 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 6 | 3 | 0.00% | 0.05% | 0.30% | Q4 2018 | Q3 2023 | 28 |
CREDIT SUISSE AG/ | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 27 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 27 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 26 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.12% | 0.41% | Q4 2018 | Q3 2021 | 26 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.10% | 0.55% | Q4 2018 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 24 |
Clear Harbor Asset Management, LLC | 16 | 16 | 0.00% | 0.27% | 4.83% | Q4 2019 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 16 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 23 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 22 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 22 |
Anchor Investment Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 21 |
Point72 Asset Management, L.P. | 18 | 18 | 0.00% | 0.46% | 1.25% | Q2 2019 | Q3 2023 | 21 |
OPTIMUM INVESTMENT ADVISORS | 21 | 21 | 0.01% | 0.01% | 0.04% | Q4 2018 | Q4 2023 | 21 |
Verition Fund Management LLC | 13 | 1 | 0.01% | 0.07% | 0.20% | Q2 2019 | Q3 2023 | 21 |
Swiss National Bank | 20 | 20 | 0.03% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
DODGE & COX | 20 | 20 | 0.43% | 1.20% | 2.51% | Q4 2018 | Q3 2023 | 20 |
DIMENSIONAL FUND ADVISORS LP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Lowe Wealth Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 20 |
Plante Moran Financial Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
CANADA PENSION PLAN INVESTMENT BOARD | 20 | 20 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 20 |
DEUTSCHE BANK AG\ | 20 | 20 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
DnB Asset Management AS | 20 | 20 | 0.02% | 0.27% | 1.49% | Q1 2019 | Q4 2023 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TORONTO DOMINION BANK | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PANAGORA ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Bank of New York Mellon Corp | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management Co., Ltd. | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
EARNEST PARTNERS LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 20 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 20 | 20 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
VANGUARD GROUP INC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Daiwa Securities Group Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
KBC Group NV | 20 | 20 | 0.03% | 0.17% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Allianz Asset Management GmbH | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Robeco Institutional Asset Management B.V. | 20 | 20 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Russell Investments Group, Ltd. | 20 | 20 | 0.03% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
WELLINGTON MANAGEMENT GROUP LLP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 20 | 20 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Legal & General Group Plc | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NEW YORK STATE COMMON RETIREMENT FUND | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.27% | 0.93% | Q4 2018 | Q3 2023 | 20 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 20 | 20 | 0.47% | 0.87% | 1.24% | Q4 2018 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PRICE T ROWE ASSOCIATES INC /MD/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CKW FINANCIAL GROUP | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ACR Alpine Capital Research, LLC | 20 | 20 | 0.02% | 0.14% | 0.38% | Q4 2018 | Q3 2023 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HSBC HOLDINGS PLC | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 20 | 20 | 0.03% | 0.23% | 0.59% | Q4 2018 | Q3 2023 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 20 |
BESSEMER GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Gulf International Bank (UK) Ltd | 20 | 20 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
COMMERCE BANK | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.00% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
FIDUCIARY TRUST CO | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
JANUS HENDERSON GROUP PLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
M&T BANK CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
PRUDENTIAL FINANCIAL INC | 20 | 20 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.08% | 0.20% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
IFM Investors Pty Ltd | 20 | 20 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Candriam S.C.A. | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
GEODE CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Gifford Fong Associates | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.29% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Asset Management One Co., Ltd. | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
LSV ASSET MANAGEMENT | 20 | 20 | 0.01% | 0.31% | 0.93% | Q4 2018 | Q3 2023 | 20 |
FEDERATED HERMES, INC. | 20 | 20 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 20 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 20 | 20 | 0.02% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
AQR Capital Management | 20 | 20 | 0.00% | 0.12% | 0.27% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PRIMECAP MANAGEMENT CO/CA/ | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Versant Capital Management, Inc | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 20 |
Institute for Wealth Management, LLC. | 20 | 20 | 0.14% | 0.21% | 0.34% | Q4 2018 | Q3 2023 | 20 |
APG Asset Management N.V. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
THOMPSON SIEGEL & WALMSLEY LLC | 20 | 20 | 0.04% | 0.13% | 0.60% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
STATE STREET CORP | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GATEWAY INVESTMENT ADVISERS LLC | 20 | 20 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Texas Yale Capital Corp. | 20 | 20 | 0.09% | 0.16% | 0.25% | Q4 2018 | Q3 2023 | 20 |
NISA INVESTMENT ADVISORS, LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MORGAN STANLEY | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
RHUMBLINE ADVISERS | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Chambersburg PA | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Manchester Capital Management LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
COLONY GROUP LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 19 | 19 | 0.00% | 0.03% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Private Ocean, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MACKENZIE FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 18 | 1 | 0.00% | 0.03% | 0.24% | Q4 2018 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Bogart Wealth, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SOL Capital Management CO | 19 | 19 | 0.04% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 19 |
MACQUARIE GROUP LTD | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
MARTINGALE ASSET MANAGEMENT L P | 19 | 19 | 0.00% | 0.12% | 0.57% | Q4 2018 | Q2 2023 | 19 |
ROPES WEALTH ADVISORS LLC | 15 | 4 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 19 |
WEBSTER BANK, N. A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 19 | 19 | 0.04% | 0.56% | 0.98% | Q1 2019 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 19 | 19 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 19 | 19 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
OAKTOP CAPITAL MANAGEMENT II, L.P. | 19 | 19 | 0.88% | 1.50% | 2.10% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 19 | 19 | 1.98% | 5.91% | 9.29% | Q1 2019 | Q3 2023 | 19 |
PRIO WEALTH LIMITED PARTNERSHIP | 19 | 19 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Asset Dedication, LLC | 19 | 19 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BNP Paribas Asset Management Holding S.A. | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
FIL Ltd | 19 | 19 | 0.00% | 0.15% | 0.38% | Q1 2019 | Q3 2023 | 19 |
KANAWHA CAPITAL MANAGEMENT LLC | 19 | 19 | 0.03% | 0.10% | 0.18% | Q1 2019 | Q3 2023 | 19 |
BSW Wealth Partners | 19 | 19 | 0.07% | 0.16% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Mirador Capital Partners LP | 19 | 19 | 0.10% | 0.14% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q1 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.03% | 0.23% | Q4 2018 | Q2 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 19 |
Highlander Capital Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Laurel Wealth Advisors LLC | 15 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Financial Management Professionals, Inc. | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Riggs Asset Managment Co. Inc. | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q3 2023 | 19 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WESBANCO BANK INC | 11 | 8 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
RBF Capital, LLC | 19 | 19 | 0.02% | 0.10% | 0.42% | Q1 2019 | Q3 2023 | 19 |
Violich Capital Management, Inc. | 15 | 4 | 0.04% | 0.45% | 1.22% | Q4 2018 | Q3 2023 | 19 |
Argyle Capital Management Inc. | 19 | 19 | 0.16% | 0.29% | 0.44% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 14 | 5 | 0.00% | 0.00% | 0.07% | Q4 2018 | Q3 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Centerpoint Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 1 | 0.01% | 0.05% | 0.35% | Q4 2018 | Q3 2023 | 19 |
Oakworth Capital, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WESTPAC BANKING CORP | 18 | 1 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 19 |
Treasurer of the State of North Carolina | 18 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
QUADRANT CAPITAL GROUP LLC | 19 | 19 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
AVIVA PLC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Creative Planning | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Nitorum Capital, L.P. | 19 | 19 | 1.71% | 3.12% | 4.90% | Q4 2018 | Q2 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Lindbrook Capital, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MV CAPITAL MANAGEMENT, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
WHITTIER TRUST CO OF NEVADA INC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 19 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Utah Retirement Systems | 18 | 18 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q1 2023 | 18 |
North Star Investment Management Corp. | 17 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Renaissance Technologies | 10 | 3 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 17 | 1 | 0.00% | 0.05% | 0.27% | Q4 2018 | Q3 2023 | 18 |
GABLES CAPITAL MANAGEMENT INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
TCTC Holdings, LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
GABELLI FUNDS LLC | 16 | 2 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 18 |
Engineers Gate Manager LP | 16 | 2 | 0.02% | 0.14% | 0.50% | Q1 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.01% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Engine Capital Management, LP | 18 | 18 | 1.77% | 10.50% | 26.13% | Q2 2019 | Q3 2023 | 18 |
BROWN ADVISORY INC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
WINTRUST INVESTMENTS LLC | 11 | 7 | 0.03% | 0.08% | 0.23% | Q1 2019 | Q3 2023 | 18 |
J.P. Marvel Investment Advisors, LLC | 17 | 1 | 0.10% | 0.17% | 0.36% | Q1 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 17 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 18 |
abrdn plc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
ROYAL LONDON ASSET MANAGEMENT LTD | 18 | 18 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2023 | 18 |
Korea Investment CORP | 15 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
WESTWOOD HOLDINGS GROUP INC | 14 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q2 2023 | 18 |
Endurance Wealth Management, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Caption Management, LLC | 4 | 1 | 0.01% | 0.13% | 0.35% | Q4 2018 | Q3 2023 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 18 | 18 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 18 |
Cambridge Investment Research Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Alberta Investment Management Corp | 14 | 4 | 0.01% | 0.09% | 0.24% | Q1 2019 | Q3 2023 | 18 |
Kistler-Tiffany Companies, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Bartlett & Co. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 18 |
NATIXIS | 10 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 18 |
ExodusPoint Capital Management, LP | 7 | 3 | 0.01% | 0.38% | 5.22% | Q4 2018 | Q3 2023 | 18 |
HOLDERNESS INVESTMENTS CO | 17 | 1 | 0.10% | 0.22% | 0.36% | Q1 2019 | Q3 2023 | 18 |
Pacific Center for Financial Services | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
National Pension Service | 14 | 4 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Cetera Advisors LLC | 17 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 18 |
Advisory Services Network, LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 18 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 14 | 4 | 0.01% | 0.09% | 0.52% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2023 | 18 |
VOYA INVESTMENT MANAGEMENT LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 4 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Mariner, LLC | 12 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Sandy Spring Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 18 | 18 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q1 2023 | 18 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 17 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q2 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 15 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.02% | 0.20% | Q4 2018 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
First Bank & Trust | 15 | 2 | 0.06% | 0.17% | 0.24% | Q4 2018 | Q3 2023 | 17 |
Private Advisor Group, LLC | 9 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
TD Capital Management LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
SHELL ASSET MANAGEMENT CO | 11 | 6 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
FORSTA AP-FONDEN | 14 | 3 | 0.02% | 0.20% | 0.95% | Q2 2019 | Q3 2023 | 17 |
Heritage Wealth Advisors | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.11% | 0.20% | Q4 2018 | Q4 2022 | 17 |
Penserra Capital Management LLC | 17 | 17 | 0.00% | 0.17% | 0.28% | Q3 2019 | Q3 2023 | 17 |
Garner Asset Management Corp | 17 | 17 | 0.62% | 1.00% | 1.64% | Q3 2019 | Q3 2023 | 17 |
Jasper Ridge Partners, L.P. | 17 | 17 | 0.40% | 1.03% | 2.09% | Q3 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 17 |
TCI Wealth Advisors, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 17 |
Johnson Financial Group, Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Livforsakringsbolaget Skandia, Omsesidigt | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
NORGES BANK | 17 | 17 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q4 2022 | 17 |
CANYON CAPITAL ADVISORS LLC | 17 | 17 | 3.33% | 8.71% | 19.69% | Q4 2018 | Q4 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
ProShare Advisors LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 17 |
Temasek Holdings (Private) Ltd | 17 | 17 | 1.79% | 3.65% | 7.39% | Q4 2018 | Q4 2022 | 17 |
Cohen Klingenstein LLC | 15 | 2 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 17 |
Andra AP-fonden | 11 | 6 | 0.11% | 0.29% | 0.99% | Q1 2019 | Q3 2023 | 17 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
First Pacific Advisors, LP | 17 | 17 | 0.49% | 1.25% | 2.66% | Q3 2019 | Q3 2023 | 17 |
SYNOVUS FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
Truvestments Capital LLC | 15 | 2 | 0.01% | 0.15% | 0.36% | Q2 2019 | Q3 2023 | 17 |
Jefferies Group LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2020 | 17 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 4 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 17 |
Tower Research Capital LLC (TRC) | 11 | 6 | 0.00% | 0.03% | 0.24% | Q1 2019 | Q2 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 13 | 1 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HOWE & RUSLING INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.07% | 0.34% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Westchester Capital Management, LLC | 7 | 2 | 0.03% | 0.31% | 1.19% | Q4 2018 | Q4 2021 | 16 |
PGGM Investments | 11 | 5 | 0.01% | 0.39% | 1.10% | Q3 2019 | Q3 2023 | 16 |
Comprehensive Financial Management LLC | 16 | 16 | 0.03% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 15 | 1 | 0.02% | 0.17% | 0.37% | Q1 2019 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
GROUP ONE TRADING, L.P. | 6 | 4 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 16 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 16 | 0.03% | 0.14% | 0.45% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.16% | 0.31% | Q2 2019 | Q3 2023 | 16 |
Achmea Investment Management B.V. | 11 | 2 | 0.03% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
BANK OF NOVA SCOTIA | 13 | 3 | 0.00% | 0.03% | 0.19% | Q1 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TD ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Redpoint Investment Management Pty Ltd | 15 | 15 | 0.02% | 0.05% | 0.06% | Q1 2019 | Q3 2022 | 15 |
AustralianSuper Pty Ltd | 15 | 15 | 0.02% | 0.25% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Beaumont Financial Partners, LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2022 | 15 |
Archer Investment Corp | 10 | 5 | 0.00% | 0.09% | 0.30% | Q3 2019 | Q3 2023 | 15 |
Man Group plc | 8 | 2 | 0.00% | 0.09% | 0.47% | Q4 2018 | Q3 2023 | 15 |
Hudock, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.01% | 0.08% | 0.37% | Q4 2018 | Q3 2023 | 15 |
DOWLING & YAHNKE LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2022 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 15 |
Baird Financial Group, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 8 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 15 |
USS Investment Management Ltd | 11 | 4 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
ARROW FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
STRS OHIO | 15 | 15 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q2 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HighVista Strategies LLC | 15 | 15 | 6.94% | 22.41% | 38.79% | Q2 2019 | Q4 2022 | 15 |
Vident Investment Advisory, LLC | 15 | 15 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q2 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2023 | 15 |
Community Bank, N.A. | 10 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
TUDOR INVESTMENT CORP ET AL | 3 | 2 | 0.00% | 0.08% | 0.24% | Q4 2018 | Q3 2023 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Transamerica Financial Advisors, Inc. | 9 | 6 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 15 |
Mn Services Vermogensbeheer B.V. | 6 | 3 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 15 |
Hilltop Holdings Inc. | 15 | 15 | 0.93% | 1.65% | 2.31% | Q1 2020 | Q3 2023 | 15 |
FNY Investment Advisers, LLC | 5 | 1 | 0.00% | 0.12% | 1.17% | Q4 2018 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.76% | Q1 2019 | Q2 2022 | 15 |
Vectors Research Management, LLC | 14 | 14 | 0.00% | 0.20% | 0.36% | Q1 2019 | Q2 2022 | 14 |
Private Capital Group, LLC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 14 |
ALLSTATE CORP | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 14 |
Versor Investments LP | 9 | 1 | 0.02% | 0.08% | 0.42% | Q1 2019 | Q3 2023 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.06% | 0.19% | 0.28% | Q4 2018 | Q1 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 14 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
LeJeune Puetz Investment Counsel LLC | 12 | 2 | 0.05% | 0.09% | 0.15% | Q3 2019 | Q1 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 7 | 3 | 0.01% | 0.16% | 0.45% | Q2 2019 | Q3 2023 | 14 |
Bedel Financial Consulting, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2022 | 14 |
Belpointe Asset Management LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Qtron Investments LLC | 12 | 2 | 0.08% | 0.15% | 0.27% | Q2 2019 | Q3 2023 | 14 |
GREENLEAF TRUST | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
WINSLOW ASSET MANAGEMENT INC | 14 | 14 | 0.44% | 0.71% | 0.98% | Q4 2018 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.16% | 0.29% | 0.45% | Q2 2020 | Q3 2023 | 14 |
INGALLS & SNYDER LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 14 |
LAZARD ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Personal Capital Advisors Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
Capital Investment Counsel, Inc | 6 | 1 | 0.06% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 14 |
SFMG, LLC | 8 | 6 | 0.02% | 0.19% | 0.42% | Q4 2019 | Q2 2023 | 14 |
Jackson, Grant Investment Advisers, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
JENNISON ASSOCIATES LLC | 5 | 2 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 13 |
MARSHALL WACE, LLP | 8 | 2 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 13 |
Gemmer Asset Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Holocene Advisors, LP | 7 | 1 | 0.01% | 0.29% | 0.57% | Q1 2019 | Q3 2023 | 13 |
JET CAPITAL INVESTORS L P | 8 | 2 | 1.36% | 6.76% | 18.89% | Q4 2018 | Q1 2022 | 13 |
METROPOLITAN LIFE INSURANCE CO/NY | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 13 |
Eukles Asset Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 7 | 1 | 0.03% | 0.22% | 0.49% | Q1 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q2 2022 | 13 |
Kore Private Wealth LLC | 12 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2022 | 13 |
Harvest Fund Management Co., Ltd | 10 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 13 |
OneAscent Financial Services LLC | 6 | 1 | 0.06% | 0.38% | 0.62% | Q2 2019 | Q3 2023 | 13 |
AXA S.A. | 9 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 13 |
NN Investment Partners Holdings N.V. | 8 | 5 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 13 |
Bragg Financial Advisors, Inc | 7 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 13 |
Quantinno Capital Management LP | 12 | 1 | 0.08% | 0.28% | 0.64% | Q1 2019 | Q3 2023 | 13 |
Bollard Group LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Centiva Capital, LP | 2 | 1 | 0.00% | 0.05% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 7 | 2 | 0.02% | 0.08% | 0.23% | Q4 2018 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BREAKLINE CAPITAL LLC | 11 | 1 | 1.68% | 6.49% | 13.55% | Q2 2019 | Q4 2022 | 12 |
Global Wealth Management Investment Advisory, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 3 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q1 2023 | 12 |
CAAS CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.05% | 0.17% | Q1 2021 | Q3 2022 | 12 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Vestcor Inc | 10 | 2 | 0.01% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 12 |
JBF Capital, Inc. | 9 | 3 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 1 | 0.01% | 0.09% | 0.21% | Q4 2018 | Q3 2023 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 12 |
SEVEN EIGHT CAPITAL, LP | 5 | 3 | 0.06% | 0.28% | 0.51% | Q1 2019 | Q3 2023 | 12 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.05% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
PineBridge Investments, L.P. | 8 | 4 | 0.00% | 0.02% | 0.11% | Q1 2020 | Q1 2023 | 12 |
Providence First Trust Co | 12 | 12 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 8 | 1 | 0.01% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
WINTON GROUP Ltd | 12 | 12 | 0.03% | 0.12% | 0.19% | Q2 2020 | Q1 2023 | 12 |
AFFINITY INVESTMENT ADVISORS, LLC | 12 | 12 | 0.12% | 0.32% | 0.70% | Q4 2020 | Q3 2023 | 12 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.15% | 0.65% | Q4 2018 | Q4 2022 | 12 |
PITCAIRN CO | 12 | 12 | 0.09% | 0.20% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CNB Bank | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MOTCO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
Three Peaks Capital Management, LLC | 11 | 11 | 0.39% | 1.36% | 1.82% | Q4 2018 | Q2 2021 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2021 | 11 |
ASSETMARK, INC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Investors Research Corp | 11 | 11 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2021 | 11 |
AMP Capital Investors Ltd | 11 | 11 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2021 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.02% | 0.40% | 1.03% | Q4 2018 | Q3 2023 | 11 |
MANGROVE PARTNERS IM, LLC | 11 | 11 | 0.76% | 1.20% | 2.55% | Q1 2021 | Q3 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2021 | 11 |
World Asset Management Inc | 6 | 5 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2021 | 11 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.00% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 11 |
Nokomis Capital, L.L.C. | 11 | 11 | 0.18% | 2.61% | 4.87% | Q3 2019 | Q1 2022 | 11 |
OneAscent Wealth Management LLC | 9 | 2 | 0.09% | 0.33% | 1.08% | Q4 2020 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
OSSIAM | 5 | 1 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q3 2021 | 11 |
WADE G W & INC | 7 | 4 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q4 2021 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.10% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Pendal Group Ltd | 9 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q4 2022 | 11 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Horiko Capital Management LLC | 8 | 8 | 0.76% | 1.50% | 1.91% | Q1 2019 | Q4 2020 | 11 |
COMERICA BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
People's United Financial, Inc. | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Larson Financial Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
CULBERTSON A N & CO INC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q1 2019 | Q3 2021 | 11 |
One Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
PEOPLES FINANCIAL SERVICES CORP. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
Diversified Trust Co | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.07% | 0.34% | Q4 2019 | Q2 2023 | 11 |
CSM Advisors, LLC | 11 | 11 | 0.53% | 0.89% | 2.35% | Q1 2021 | Q3 2023 | 11 |
Independent Advisor Alliance | 8 | 1 | 0.01% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 7 | 4 | 0.00% | 0.02% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Humankind Investments LLC | 11 | 11 | 0.15% | 0.32% | 0.54% | Q1 2021 | Q3 2023 | 11 |
Illinois Municipal Retirement Fund | 10 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
&PARTNERS | 11 | 11 | 0.42% | 0.91% | 1.39% | Q3 2019 | Q1 2022 | 11 |
W.G. Shaheen & Associates DBA Whitney & Co | 11 | 11 | 0.04% | 1.18% | 1.82% | Q3 2019 | Q1 2022 | 11 |
First Command Financial Services, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Crossmark Global Holdings, Inc. | 10 | 10 | 0.01% | 0.11% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CI INVESTMENTS INC. | 10 | 10 | 0.00% | 0.01% | 0.06% | Q2 2021 | Q3 2023 | 10 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Reynders McVeigh Capital Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 10 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 1 | 0.02% | 0.11% | 0.25% | Q3 2019 | Q4 2022 | 10 |
Perigon Wealth Management, LLC | 9 | 1 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q2 2023 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.16% | 0.54% | Q2 2019 | Q1 2023 | 10 |
LOOMIS SAYLES & CO L P | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
PINNACLE FINANCIAL PARTNERS INC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2021 | 10 |
Capital World Investors | 10 | 10 | 0.11% | 0.14% | 0.16% | Q2 2019 | Q3 2021 | 10 |
Ascension Asset Management LLC | 4 | 1 | 0.15% | 0.23% | 0.31% | Q2 2019 | Q2 2023 | 10 |
Hexagon Capital Partners LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Sharkey, Howes & Javer | 8 | 2 | 0.05% | 0.09% | 0.11% | Q3 2019 | Q1 2022 | 10 |
Elliott Investment Management L.P. | 8 | 8 | 0.84% | 12.15% | 19.05% | Q1 2020 | Q4 2021 | 10 |
Kendall Capital Management | 6 | 4 | 0.15% | 0.43% | 1.10% | Q4 2020 | Q3 2023 | 10 |
Covington Capital Management | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 10 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.10% | 0.19% | 0.38% | Q2 2019 | Q3 2023 | 10 |
DUNCKER STREETT & CO INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
PICTET ASSET MANAGEMENT LTD | 6 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2021 | 10 |
TWIN CAPITAL MANAGEMENT INC | 10 | 10 | 0.07% | 0.11% | 0.13% | Q3 2020 | Q4 2022 | 10 |
Cutter & CO Brokerage, Inc. | 10 | 10 | 0.10% | 0.18% | 0.21% | Q4 2019 | Q1 2022 | 10 |
Maryland State Retirement & Pension System | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
MACKAY SHIELDS LLC | 10 | 10 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q1 2021 | 10 |
CARLSON CAPITAL L P | 5 | 1 | 0.27% | 0.77% | 1.47% | Q4 2018 | Q4 2022 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.06% | 0.11% | Q3 2021 | Q4 2023 | 10 |
Fusion Family Wealth LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
L2 Asset Management, LLC | 9 | 1 | 0.22% | 1.01% | 3.52% | Q4 2019 | Q2 2022 | 10 |
MARK ASSET MANAGEMENT LP | 8 | 1 | 0.22% | 1.85% | 3.53% | Q4 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 7 | 1 | 0.08% | 0.40% | 0.91% | Q1 2019 | Q4 2022 | 10 |
Robbins Farley | 5 | 2 | 0.09% | 0.16% | 0.28% | Q4 2020 | Q3 2023 | 10 |
Bluefin Trading, LLC | 3 | 2 | 0.00% | 0.22% | 1.85% | Q4 2018 | Q1 2020 | 10 |
Bay Harbor Wealth Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 10 |
Silver Lake Group, L.L.C. | 10 | 10 | 0.02% | 0.04% | 0.09% | Q2 2021 | Q3 2023 | 10 |
HYMAN CHARLES D | 5 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
JNBA Financial Advisors | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AlphaCrest Capital Management LLC | 10 | 10 | 0.06% | 0.19% | 0.34% | Q2 2020 | Q3 2022 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q2 2022 | 10 |
Simplicity Solutions, LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Transform Wealth, LLC | 10 | 10 | 0.14% | 0.45% | 0.70% | Q2 2021 | Q3 2023 | 10 |
First Command Bank | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Harbor Spring Capital, LLC | 10 | 10 | 3.48% | 8.42% | 29.18% | Q2 2021 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q1 2022 | 10 |
Quantamental Technologies LLC | 4 | 1 | 0.10% | 0.46% | 1.42% | Q1 2019 | Q3 2023 | 10 |
LYRICAL ASSET MANAGEMENT LP | 9 | 9 | 3.63% | 5.12% | 6.08% | Q1 2020 | Q1 2022 | 9 |
Corient Capital Partners, LLC | 6 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2022 | 9 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2022 | 9 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.08% | 0.20% | 0.44% | Q3 2019 | Q3 2023 | 9 |
AIA Group Ltd | 7 | 2 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q1 2023 | 9 |
Aperio Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2020 | 9 |
Ethic Inc. | 7 | 2 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 3 | 1 | 0.12% | 0.34% | 0.97% | Q2 2019 | Q3 2023 | 9 |
Beacon Pointe Advisors, LLC | 5 | 4 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
SeaCrest Wealth Management, LLC | 7 | 2 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q2 2022 | 9 |
Cinctive Capital Management LP | 6 | 3 | 0.14% | 0.43% | 1.02% | Q1 2021 | Q2 2023 | 9 |
Winslow, Evans & Crocker, Inc. | 9 | 9 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q4 2020 | 9 |
LMR Partners LLP | 7 | 1 | 0.05% | 0.37% | 0.89% | Q2 2020 | Q1 2023 | 9 |
CoreFirst Bank & Trust | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.05% | 0.09% | 0.13% | Q3 2020 | Q3 2022 | 9 |
Altshuler Shaham Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
ELLIOTT MANAGEMENT CORP | 5 | 5 | 0.37% | 3.20% | 6.57% | Q4 2018 | Q4 2019 | 9 |
Bowling Portfolio Management LLC | 7 | 1 | 0.22% | 0.34% | 0.47% | Q4 2019 | Q3 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.08% | 0.33% | Q3 2019 | Q3 2023 | 9 |
DENALI ADVISORS LLC | 9 | 9 | 0.03% | 0.18% | 0.27% | Q2 2021 | Q2 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Woodline Partners LP | 7 | 1 | 0.10% | 0.48% | 0.94% | Q3 2020 | Q1 2023 | 9 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 9 | 9 | 0.72% | 0.80% | 0.95% | Q1 2019 | Q1 2021 | 9 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
HNP Capital LLC | 9 | 9 | 0.18% | 0.29% | 0.38% | Q2 2020 | Q2 2022 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 2 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 2 | 0.06% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 9 |
Quinn Opportunity Partners LLC | 5 | 1 | 0.03% | 0.07% | 0.12% | Q1 2019 | Q3 2021 | 9 |
FRED ALGER MANAGEMENT, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 9 |
MCMILLION CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.10% | 0.24% | Q1 2019 | Q2 2023 | 9 |
Ellevest, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 9 |
Citizens Business Bank | 7 | 2 | 0.05% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 9 |
Dalton Investments LLC | 9 | 9 | 0.75% | 1.07% | 1.45% | Q4 2018 | Q4 2020 | 9 |
BP PLC | 5 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2021 | 9 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.02% | 0.14% | 0.45% | Q4 2018 | Q2 2021 | 9 |
ClariVest Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.19% | 0.25% | 0.34% | Q4 2018 | Q4 2020 | 9 |
MetLife Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 8 |
FORA Capital, LLC | 5 | 1 | 0.06% | 0.31% | 0.70% | Q2 2020 | Q3 2023 | 8 |
GAM Holding AG | 5 | 1 | 0.01% | 0.34% | 1.83% | Q1 2019 | Q3 2023 | 8 |
Jackson Hole Capital Partners, LLC | 8 | 8 | 0.40% | 0.54% | 0.92% | Q3 2021 | Q2 2023 | 8 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.00% | 0.55% | 1.00% | Q4 2018 | Q2 2023 | 8 |
CIBC Private Wealth Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
HOHIMER WEALTH MANAGEMENT, LLC | 8 | 8 | 0.19% | 1.02% | 1.81% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 6 | 1 | 0.02% | 0.20% | 0.63% | Q1 2019 | Q3 2023 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Boston Trust Walden Corp | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 8 |
CFM WEALTH PARTNERS LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2019 | Q3 2021 | 8 |
Edge Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 8 |
Factorial Partners, LLC | 8 | 8 | 0.38% | 1.24% | 2.02% | Q4 2021 | Q3 2023 | 8 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 6 | 2 | 0.08% | 0.31% | 0.65% | Q4 2018 | Q4 2021 | 8 |
Mondrian Investment Partners LTD | 8 | 8 | 1.72% | 2.50% | 2.89% | Q4 2021 | Q3 2023 | 8 |
Ten Capital Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.16% | 0.29% | Q2 2019 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.28% | 0.76% | Q3 2020 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
TODD ASSET MANAGEMENT LLC | 8 | 8 | 0.20% | 0.80% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Knights of Columbus Asset Advisors LLC | 7 | 1 | 0.24% | 0.44% | 0.61% | Q4 2019 | Q3 2023 | 8 |
Eisler Capital (UK) Ltd. | 3 | 2 | 0.01% | 0.20% | 0.43% | Q1 2022 | Q3 2023 | 8 |
XPONANCE, INC. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IBM Retirement Fund | 8 | 8 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q1 2022 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.14% | 0.57% | Q4 2018 | Q3 2023 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
VALLEY WEALTH MANAGERS, INC. | 6 | 2 | 0.00% | 0.93% | 1.74% | Q1 2019 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
State of Alaska, Department of Revenue | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NJ State Employees Deferred Compensation Plan | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 2 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q2 2022 | 8 |
MAVERICK CAPITAL LTD | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q1 2022 | 8 |
NVWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.42% | 0.67% | 0.83% | Q2 2020 | Q1 2022 | 8 |
SG3 Management, LLC | 4 | 1 | 0.04% | 0.16% | 0.33% | Q4 2018 | Q4 2021 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.23% | 0.32% | 0.46% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Dai-ichi Life Insurance Company, Ltd | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q2 2022 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 8 | 0.04% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Lingohr Asset Management GmbH | 5 | 3 | 1.06% | 1.39% | 1.94% | Q4 2019 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.10% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Assenagon Asset Management S.A. | 7 | 1 | 0.00% | 0.05% | 0.22% | Q3 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.06% | 0.17% | 0.36% | Q3 2020 | Q2 2022 | 8 |
Carmignac Gestion | 8 | 8 | 0.08% | 0.19% | 0.29% | Q4 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lee Financial Co | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 8 |
Pearl River Capital, LLC | 3 | 1 | 0.07% | 0.27% | 0.58% | Q1 2020 | Q3 2023 | 8 |
Symmetry Partners, LLC | 6 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 8 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.15% | 0.29% | Q4 2020 | Q2 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital International, Inc./CA/ | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Stone Ridge Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q2 2020 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.05% | 0.75% | 1.40% | Q3 2020 | Q1 2022 | 7 |
Artemis Investment Management LLP | 5 | 1 | 0.06% | 0.14% | 0.36% | Q3 2020 | Q3 2023 | 7 |
Lombard Odier Asset Management (USA) Corp | 3 | 1 | 0.04% | 0.20% | 1.10% | Q2 2019 | Q2 2023 | 7 |
Vanguard Capital Wealth Advisors | 4 | 3 | 0.19% | 0.29% | 0.47% | Q1 2019 | Q3 2021 | 7 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 2 | 0.06% | 0.23% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Brookfield Asset Management | 6 | 6 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BRIGHTON JONES LLC | 5 | 1 | 0.01% | 0.15% | 0.92% | Q2 2019 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 5 | 2 | 0.02% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2021 | 7 |
AGF Investments LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2022 | 7 |
TWINBEECH CAPITAL LP | 4 | 1 | 0.02% | 0.39% | 0.99% | Q1 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Capital Investment Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 7 |
apricus wealth, LLC | 7 | 7 | 0.96% | 1.43% | 1.99% | Q1 2022 | Q3 2023 | 7 |
LifePlan Financial Group, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Marshall Wace North America L.P. | 5 | 1 | 0.01% | 0.16% | 0.60% | Q1 2019 | Q3 2021 | 7 |
TOWLE & CO | 7 | 7 | 2.64% | 3.17% | 3.63% | Q1 2020 | Q3 2021 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
K2 PRINCIPAL FUND, L.P. | 5 | 5 | 0.03% | 0.30% | 0.51% | Q4 2018 | Q4 2019 | 7 |
Kiwi Wealth Investments Limited Partnership | 7 | 7 | 0.20% | 0.23% | 0.27% | Q2 2021 | Q4 2022 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
KNOTT DAVID M | 7 | 7 | 0.13% | 0.15% | 0.19% | Q4 2018 | Q2 2020 | 7 |
AIMZ Investment Advisors, LLC | 6 | 1 | 0.08% | 0.13% | 0.15% | Q1 2019 | Q4 2021 | 7 |
DARRELL & KING LLC | 4 | 3 | 5.23% | 5.91% | 7.06% | Q1 2019 | Q4 2020 | 7 |
SANDERS MORRIS HARRIS LLC | 4 | 3 | 0.00% | 0.09% | 0.20% | Q2 2019 | Q3 2021 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Checchi Capital Advisers, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 7 |
Zurich Insurance Group Ltd/FI | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 7 |
Realta Investment Advisors | 6 | 1 | 0.00% | 0.07% | 0.09% | Q1 2019 | Q1 2021 | 7 |
III Capital Management | 6 | 1 | 0.19% | 0.44% | 1.55% | Q2 2019 | Q3 2021 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 7 |
LS Investment Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
Sutton Wealth Advisors Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 7 | 7 | 0.15% | 0.19% | 0.25% | Q1 2020 | Q3 2021 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 1 | 0.09% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WESTWOOD MANAGEMENT CORP /IL/ | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
B. Metzler seel. Sohn & Co. AG | 4 | 3 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 7 | 7 | 0.09% | 0.11% | 0.13% | Q3 2019 | Q1 2021 | 7 |
Maytus Capital Management, LLC | 3 | 1 | 0.58% | 1.63% | 2.41% | Q4 2018 | Q2 2022 | 7 |
Linker Capital Management Inc. | 7 | 7 | 0.34% | 0.40% | 0.47% | Q4 2021 | Q2 2023 | 7 |
Bridgewater Associates | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.14% | 0.26% | 0.38% | Q1 2021 | Q3 2022 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 7 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
PROFFITT & GOODSON INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Clearline Capital LP | 7 | 7 | 0.20% | 0.70% | 2.52% | Q4 2021 | Q2 2023 | 7 |
Ativo Capital Management LLC | 7 | 7 | 0.20% | 0.54% | 0.86% | Q4 2020 | Q2 2022 | 7 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 7 |
IPG Investment Advisors LLC | 7 | 7 | 0.05% | 0.21% | 0.68% | Q3 2020 | Q1 2022 | 7 |
Compagnie Lombard Odier SCmA | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.01% | 0.04% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Meiji Yasuda Life Insurance Co | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Arkadios Wealth Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 2 | 0.14% | 0.24% | 0.34% | Q4 2020 | Q3 2022 | 7 |
CLARK ESTATES INC/NY | 7 | 7 | 0.54% | 0.69% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.16% | 0.42% | Q4 2018 | Q3 2022 | 7 |
Jackson Creek Investment Advisors LLC | 6 | 1 | 0.12% | 0.22% | 0.30% | Q3 2020 | Q2 2022 | 7 |
Capula Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q4 2022 | 7 |
VALICENTI ADVISORY SERVICES INC | 7 | 7 | 0.74% | 0.97% | 1.59% | Q3 2021 | Q1 2023 | 7 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.10% | 0.37% | Q2 2020 | Q1 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN EDWARDS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Moors & Cabot, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Bridgecreek Investment Management, LLC | 7 | 7 | 0.22% | 0.41% | 0.67% | Q1 2022 | Q3 2023 | 7 |
Community Capital Management, LLC | 7 | 7 | 1.15% | 1.95% | 2.70% | Q3 2019 | Q1 2021 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
BANQUE PICTET & CIE SA | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Brandywine Global Investment Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.05% | 0.23% | 0.79% | Q1 2019 | Q3 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 6 |
MidWestOne Financial Group, Inc. | 5 | 1 | 0.10% | 0.11% | 0.15% | Q2 2019 | Q3 2023 | 6 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Harbour Capital Advisors, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2023 | 6 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Unigestion Holding SA | 6 | 6 | 0.02% | 0.25% | 0.65% | Q2 2022 | Q3 2023 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.35% | 3.05% | 11.44% | Q4 2018 | Q3 2021 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Quantitative Systematic Strategies LLC | 5 | 1 | 0.13% | 0.21% | 0.31% | Q3 2019 | Q2 2021 | 6 |
Wealthfront Advisers LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
NORTH STAR ASSET MANAGEMENT INC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
SHAPIRO CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 6 |
Zions Bancorporation, N.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
Principle Wealth Partners LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Virtue Capital Management, LLC | 6 | 6 | 0.12% | 0.25% | 0.34% | Q4 2020 | Q1 2022 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
HORIZON FINANCIAL SERVICES, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q3 2021 | 6 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 6 |
Donoghue Forlines LLC | 6 | 6 | 0.12% | 0.18% | 0.36% | Q4 2020 | Q1 2022 | 6 |
State of Wyoming | 5 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
American Assets Investment Management, LLC | 6 | 6 | 0.12% | 0.14% | 0.15% | Q4 2018 | Q1 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.24% | 0.32% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allen Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
DUALITY ADVISERS, LP | 5 | 1 | 0.30% | 0.46% | 0.58% | Q1 2022 | Q3 2023 | 6 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.59% | 0.69% | 0.84% | Q3 2020 | Q3 2023 | 6 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.12% | 0.18% | 0.30% | Q4 2021 | Q3 2023 | 6 |
WHITEBOX ADVISORS LLC | 6 | 6 | 0.83% | 2.65% | 4.53% | Q1 2019 | Q2 2020 | 6 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
TOTH FINANCIAL ADVISORY CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WEXFORD CAPITAL LP | 5 | 1 | 0.08% | 0.58% | 0.98% | Q4 2019 | Q4 2022 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.42% | 0.66% | 0.86% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.11% | 0.69% | 1.10% | Q1 2020 | Q3 2023 | 6 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Capital International Sarl | 5 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
ADVISOR PARTNERS LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 6 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 1 | 0.03% | 0.65% | 1.02% | Q4 2018 | Q3 2023 | 6 |
Lenox Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Avestar Capital, LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2022 | 5 |
PointState Capital LP | 5 | 5 | 0.03% | 0.10% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Stanley-Laman Group, Ltd. | 5 | 5 | 0.95% | 1.09% | 1.21% | Q4 2018 | Q4 2019 | 5 |
MONARCH CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.07% | 0.11% | 0.18% | Q4 2018 | Q4 2019 | 5 |
Estate Counselors, LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q4 2022 | 5 |
DCM Advisors, LLC | 5 | 5 | 0.07% | 0.14% | 0.23% | Q1 2021 | Q1 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ACCIDENT COMPENSATION CORP | 5 | 5 | 0.36% | 0.46% | 0.58% | Q4 2018 | Q4 2019 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 5 |
HUSSMAN STRATEGIC ADVISORS, INC. | 5 | 5 | 0.20% | 0.40% | 0.64% | Q4 2021 | Q4 2022 | 5 |
CS MCKEE LP | 5 | 5 | 0.86% | 1.63% | 2.05% | Q4 2018 | Q4 2019 | 5 |
Alexandria Capital, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q4 2019 | 5 |
SCOGGIN MANAGEMENT LP | 3 | 3 | 2.44% | 6.19% | 11.59% | Q1 2021 | Q3 2021 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q1 2020 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.05% | 0.21% | 0.44% | Q1 2022 | Q3 2023 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q1 2022 | 5 |
JT Stratford LLC | 5 | 5 | 0.29% | 0.34% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.75% | 0.80% | 0.86% | Q3 2022 | Q3 2023 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARSHALL WACE ASIA Ltd | 5 | 5 | 0.48% | 0.74% | 1.13% | Q2 2020 | Q2 2021 | 5 |
Freedom Investment Management, Inc. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 5 |
GRIMES & COMPANY, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 5 |
Court Place Advisors, LLC | 5 | 5 | 0.17% | 0.22% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Hexavest Inc. | 5 | 5 | 0.00% | 0.08% | 0.16% | Q3 2020 | Q3 2021 | 5 |
Quadrature Capital Ltd | 3 | 1 | 0.05% | 0.12% | 0.26% | Q3 2020 | Q3 2023 | 5 |
NAYA CAPITAL MANAGEMENT UK LTD | 5 | 5 | 6.81% | 13.56% | 22.47% | Q3 2020 | Q3 2021 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Arena Capital Advisors, LLC- CA | 5 | 5 | 0.12% | 0.81% | 2.17% | Q3 2022 | Q3 2023 | 5 |
PZENA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BARINGS LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Third Point | 5 | 5 | 1.19% | 1.53% | 1.91% | Q1 2021 | Q1 2022 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.00% | 0.26% | 0.77% | Q3 2020 | Q3 2022 | 5 |
OAK ASSOCIATES LTD /OH/ | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Rockbridge Investment Management, LCC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Alan B Lancz & Associates, Inc. | 2 | 1 | 0.13% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.04% | 0.10% | 0.15% | Q4 2020 | Q4 2021 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Dana Investment Advisors, Inc. | 2 | 1 | 0.02% | 0.31% | 0.81% | Q4 2018 | Q3 2023 | 5 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 5 |
MEITAV INVESTMENT HOUSE LTD | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2020 | 5 |
Grandview Asset Management LLC | 4 | 1 | 0.01% | 0.36% | 0.68% | Q1 2019 | Q1 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Verde Servicos Internacionais S.A. | 3 | 1 | 2.03% | 3.02% | 4.55% | Q1 2019 | Q1 2022 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 5 |
Tidal Investments LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Private Wealth Strategies, L.L.C. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
Wahed Invest LLC | 4 | 1 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 5 |
Trek Financial, LLC | 4 | 1 | 0.13% | 0.17% | 0.27% | Q2 2021 | Q3 2023 | 5 |
Shay Capital LLC | 2 | 1 | 0.03% | 0.11% | 0.23% | Q3 2021 | Q3 2023 | 5 |
Sciencast Management LP | 3 | 1 | 0.07% | 0.19% | 0.41% | Q3 2019 | Q4 2021 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 5 |
True North Advisors, LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q3 2021 | 5 |
FORTEM FINANCIAL GROUP, LLC | 5 | 5 | 0.24% | 0.80% | 1.34% | Q3 2022 | Q3 2023 | 5 |
Verdence Capital Advisors LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 5 | 0.02% | 0.11% | 0.17% | Q3 2019 | Q3 2020 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Savant Capital, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Gladius Capital Management LP | 3 | 2 | 0.01% | 0.05% | 0.14% | Q2 2019 | Q3 2022 | 5 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 0.75% | 0.87% | 0.97% | Q1 2021 | Q1 2022 | 5 |
BOKF, NA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 5 |
Brinker Capital Investments, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 5 |
Blue Owl Capital Holdings LP | 5 | 5 | 0.67% | 0.93% | 1.16% | Q4 2021 | Q4 2022 | 5 |
Douglas Lane & Associates, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
FIRST QUADRANT LLC/CA | 5 | 5 | 0.02% | 0.06% | 0.19% | Q1 2021 | Q1 2022 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q4 2021 | 5 |
OPPENHEIMER & CO INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 5 |
Cedar Mountain Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
ROBERTS GLORE & CO INC /IL/ | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Tiger Legatus Capital Management, LLC | 5 | 5 | 1.16% | 2.06% | 3.59% | Q1 2020 | Q1 2021 | 5 |
STANSBERRY ASSET MANAGEMENT, LLC | 5 | 5 | 1.29% | 2.69% | 3.45% | Q4 2018 | Q4 2019 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Hudson Bay Capital Management LP | 4 | 1 | 0.13% | 0.43% | 0.74% | Q4 2018 | Q4 2021 | 5 |
FIR TREE CAPITAL MANAGEMENT LP | 5 | 5 | 2.33% | 4.59% | 8.05% | Q1 2020 | Q1 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.10% | 0.20% | Q4 2019 | Q1 2022 | 5 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 4 | 4 | 1.53% | 1.86% | 2.00% | Q2 2020 | Q1 2021 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.17% | 0.26% | 0.40% | Q4 2022 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q4 2019 | 4 |
Antara Capital LP | 2 | 2 | 0.65% | 2.92% | 5.17% | Q2 2021 | Q3 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.20% | 0.25% | 0.31% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.01% | 0.11% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.07% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.04% | 0.16% | Q2 2021 | Q3 2021 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Washington Trust Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Orca Investment Management, LLC | 3 | 1 | 1.89% | 2.17% | 2.54% | Q1 2019 | Q4 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.70% | 0.78% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Counterpoint Mutual Funds LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q1 2022 | Q2 2023 | 4 |
GUYASUTA INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Watershed Asset Management, L.L.C. | 4 | 4 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q3 2022 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Arlington Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.06% | 0.18% | 0.26% | Q4 2021 | Q3 2022 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Bridgefront Capital, LLC | 1 | 1 | 0.17% | 0.34% | 0.53% | Q4 2020 | Q3 2023 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.02% | 0.18% | 0.36% | Q2 2020 | Q4 2021 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Apollo Management Holdings, L.P. | 4 | 4 | 0.14% | 0.30% | 0.42% | Q4 2020 | Q3 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 4 |
Fiera Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
NORTHSTAR INVESTMENT ADVISORS LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q2 2020 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2019 | 4 |
Cipher Capital LP | 2 | 1 | 0.05% | 0.32% | 0.88% | Q1 2021 | Q4 2022 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Kovitz Investment Group Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Maven Securities LTD | 3 | 1 | 0.02% | 1.33% | 1.94% | Q4 2018 | Q2 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q1 2020 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Kepos Capital LP | 3 | 1 | 0.32% | 0.63% | 0.96% | Q4 2018 | Q2 2020 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 4 | 0.78% | 1.81% | 4.73% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 0.67% | 0.91% | 1.30% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
COWA, LLC | 2 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2022 | 4 |
Mayflower Financial Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Gator Capital Management, LLC | 2 | 2 | 0.15% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 4 |
Flinton Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 1.05% | 3.31% | Q3 2021 | Q2 2023 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Joseph P. Lucia & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Siemens Fonds Invest GmbH | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.12% | 1.57% | 2.87% | Q3 2019 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ninety One SA (PTY) Ltd | 4 | 4 | 0.09% | 0.51% | 0.66% | Q1 2019 | Q4 2019 | 4 |
Empyrean Capital Partners, LP | 4 | 4 | 0.61% | 0.94% | 1.22% | Q4 2018 | Q3 2019 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
WEDBUSH SECURITIES INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Addison Capital Co | 2 | 2 | 0.18% | 0.23% | 0.26% | Q4 2018 | Q4 2019 | 4 |
Cerebellum GP, LLC | 2 | 2 | 0.15% | 0.25% | 0.30% | Q4 2018 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 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 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.01% | 0.07% | 0.13% | Q2 2021 | Q1 2022 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 3 | 2.52% | 4.51% | 8.11% | Q4 2018 | Q2 2019 | 4 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 4 |
Sunflower Bank, N.A. | 3 | 1 | 0.04% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 4 |
Minot Wealth Management LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q2 2021 | 4 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Te Ahumairangi Investment Management Ltd | 4 | 4 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q1 2023 | 4 |
Caprock Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Aspire Private Capital, LLC | 2 | 1 | 0.00% | 0.18% | 0.29% | Q3 2022 | Q3 2023 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.00% | 0.06% | 0.11% | Q3 2020 | Q2 2022 | 3 |
Sheaff Brock Investment Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2018 | Q3 2021 | 3 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.27% | 0.93% | 2.22% | Q1 2019 | Q3 2019 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q2 2023 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2021 | 3 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
Riverview Trust Co | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.40% | 0.75% | 1.32% | Q2 2021 | Q2 2022 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q2 2022 | 3 |
VR Advisory Services Ltd | 3 | 3 | 3.65% | 5.39% | 6.39% | Q2 2021 | Q4 2021 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2021 | Q3 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q3 2021 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.07% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Voya Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2020 | 3 |
Atom Investors LP | 2 | 1 | 0.10% | 0.27% | 0.43% | Q2 2021 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q3 2019 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.21% | 0.51% | 0.94% | Q4 2018 | Q2 2019 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 0.66% | 2.77% | 4.05% | Q3 2019 | Q1 2020 | 3 |
Employees Retirement System of Texas | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2023 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.36% | 0.41% | 0.45% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Family Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q2 2021 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.10% | 0.15% | 0.23% | Q4 2022 | Q2 2023 | 3 |
SHUFRO ROSE & CO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.15% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 3 |
Nachman Norwood & Parrott, Inc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.54% | 3.32% | 4.59% | Q3 2019 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 2 | 1 | 1.33% | 1.51% | 1.75% | Q1 2021 | Q3 2023 | 3 |
Raffles Associates | 3 | 3 | 1.10% | 1.96% | 3.12% | Q4 2018 | Q2 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 3 |
CADENCE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2019 | Q3 2019 | 3 |
COMMONWEALTH BANK OF AUSTRALIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
CastleKnight Management LP | 2 | 2 | 0.12% | 0.23% | 0.29% | Q2 2023 | Q3 2023 | 3 |
Ninety One North America, Inc. | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Bank of New Hampshire | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
Corsair Capital Management | 3 | 3 | 0.18% | 0.21% | 0.25% | Q1 2019 | Q3 2019 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.19% | 0.67% | 0.94% | Q2 2021 | Q4 2021 | 3 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
SPRINGOWL ASSOCIATES LLC | 2 | 1 | 0.34% | 1.11% | 1.97% | Q1 2019 | Q4 2019 | 3 |
Rubric Capital Management LP | 2 | 1 | 3.00% | 3.76% | 4.94% | Q3 2019 | Q2 2020 | 3 |
Investment Advisory Group, LLC | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2022 | Q2 2023 | 3 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.21% | 0.45% | Q4 2020 | Q4 2022 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q1 2021 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.22% | 0.24% | 0.26% | Q1 2019 | Q3 2019 | 3 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q1 2022 | 3 |
REDWOOD CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.35% | 0.80% | 1.65% | Q4 2018 | Q2 2019 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
DLD Asset Management, LP | 2 | 1 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 3 |
G&S Capital LLC | 3 | 3 | 1.13% | 1.34% | 1.60% | Q1 2023 | Q3 2023 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.06% | 0.14% | Q4 2022 | Q2 2023 | 3 |
PA Capital LLC | 3 | 3 | 0.19% | 0.61% | 0.83% | Q3 2019 | Q1 2020 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 3 |
Tuscan Ridge Asset Management LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 3 |
Morse Asset Management, Inc | 3 | 3 | 0.17% | 0.24% | 0.29% | Q3 2021 | Q1 2022 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.06% | 0.27% | 0.38% | Q1 2019 | Q3 2019 | 3 |
Force Hill Capital Management LP | 2 | 1 | 1.36% | 1.49% | 1.60% | Q4 2021 | Q1 2023 | 3 |
Sachem Head Capital | 1 | 1 | 1.49% | 3.86% | 6.40% | Q3 2020 | Q3 2021 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.20% | 0.25% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CPWM, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Epoch Investment Partners, Inc. | 3 | 3 | 0.36% | 0.39% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
OVERSEA-CHINESE BANKING Corp Ltd | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
STEINBERG ASSET MANAGEMENT LLC | 3 | 3 | 1.35% | 1.68% | 1.99% | Q1 2023 | Q3 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.07% | 0.14% | 0.24% | Q1 2021 | Q4 2022 | 3 |
Ziegler Capital Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q4 2022 | 3 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Asset Planning Services, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.63% | 1.40% | 2.83% | Q4 2018 | Q4 2018 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
EVERMAY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TKG Advisors, LLC | 3 | 3 | 1.18% | 1.50% | 1.77% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q2 2020 | 3 |
Monte Financial Group, LLC | 3 | 3 | 2.33% | 2.86% | 3.17% | Q1 2023 | Q3 2023 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
MayTech Global Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CenterBook Partners LP | 3 | 3 | 0.08% | 0.18% | 0.26% | Q4 2021 | Q2 2022 | 3 |
J.W. COLE ADVISORS, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Mork Capital Management, LLC | 3 | 3 | 1.31% | 1.71% | 2.15% | Q1 2023 | Q3 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.17% | 0.38% | 0.55% | Q1 2023 | Q3 2023 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Enterprise Trust & Investment Co | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2019 | Q4 2019 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.08% | 0.22% | 0.37% | Q2 2019 | Q1 2020 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.03% | 0.07% | 0.13% | Q3 2021 | Q3 2023 | 3 |
L & S Advisors Inc | 2 | 1 | 0.17% | 0.19% | 0.21% | Q3 2020 | Q2 2021 | 3 |
Redwood Investment Management, LLC | 2 | 1 | 0.20% | 0.34% | 0.55% | Q4 2018 | Q3 2022 | 3 |
Taylor Hoffman Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
GLOBEFLEX CAPITAL L P | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 1 | 1 | 0.12% | 0.24% | 0.47% | Q3 2023 | Q3 2023 | 3 |
Alight Capital Management LP | 2 | 1 | 0.51% | 0.97% | 1.79% | Q3 2019 | Q3 2023 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.64% | 0.91% | 1.13% | Q4 2018 | Q4 2019 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Sierra Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Syntal Capital Partners, LLC | 2 | 2 | 0.65% | 0.67% | 0.68% | Q1 2021 | Q2 2021 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.00% | 0.82% | 1.65% | Q2 2020 | Q1 2022 | 2 |
Beck Bode, LLC | 2 | 2 | 0.35% | 0.43% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
SYSTM Wealth Solutions LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ANDERSON HOAGLAND & CO | 2 | 2 | 0.38% | 0.46% | 0.54% | Q1 2019 | Q2 2019 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.47% | 0.83% | 1.19% | Q2 2023 | Q3 2023 | 2 |
Austin Asset Management Co Inc | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Intellectus Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Auto-Owners Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
Schechter Investment Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Lexington Partners L.P. | 2 | 2 | 9.06% | 20.97% | 32.88% | Q4 2019 | Q1 2020 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.06% | 0.16% | 0.25% | Q3 2021 | Q4 2021 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.26% | 0.40% | 0.54% | Q4 2018 | Q2 2019 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hickory Lane Capital Management LP | 2 | 2 | 1.99% | 2.05% | 2.11% | Q1 2022 | Q2 2022 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q3 2019 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.68% | 0.81% | 0.95% | Q1 2019 | Q4 2019 | 2 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.86% | 0.87% | 0.87% | Q1 2019 | Q3 2019 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Curi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.42% | 0.57% | 0.72% | Q4 2018 | Q4 2018 | 2 |
Lumina Fund Management LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q2 2019 | Q3 2019 | 2 |
COBALT CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.47% | 1.25% | 2.02% | Q3 2021 | Q4 2021 | 2 |
COWEN INC. | 2 | 2 | 0.02% | 0.10% | 0.20% | Q4 2018 | Q1 2019 | 2 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.18% | 0.35% | Q3 2023 | Q3 2023 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q2 2022 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Yakira Capital Management, Inc. | 1 | 1 | 0.25% | 0.32% | 0.38% | Q4 2018 | Q4 2018 | 2 |
Teton Capital Partners | 2 | 2 | 1.01% | 1.46% | 1.91% | Q1 2020 | Q2 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.24% | 0.47% | 0.69% | Q1 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2021 | 2 |
Euclidean Technologies Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2021 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q2 2023 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
CIGNA INVESTMENTS INC /NEW | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Parker Investment Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 2 |
Capital International Investors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Contrarius Investment Management Ltd | 2 | 2 | 1.44% | 1.94% | 2.45% | Q4 2019 | Q1 2020 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paralel Advisors LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q4 2022 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
St. Johns Investment Management Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Oribel Capital Management, LP | 1 | 1 | 1.29% | 1.47% | 1.64% | Q3 2023 | Q3 2023 | 2 |
Exane Asset Management | 2 | 2 | 0.57% | 0.62% | 0.68% | Q1 2019 | Q2 2019 | 2 |
DUDLEY & SHANLEY, INC. | 2 | 2 | 0.35% | 0.52% | 0.70% | Q4 2019 | Q1 2020 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SORA INVESTORS LLC | 1 | 1 | 3.47% | 3.48% | 3.49% | Q1 2022 | Q4 2022 | 2 |
Resolute Capital Asset Partners LLC | 2 | 2 | 1.94% | 2.32% | 2.69% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.49% | 0.74% | 0.99% | Q2 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 2 | 3.49% | 3.59% | 3.70% | Q1 2019 | Q2 2019 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Boston Partners | 2 | 2 | 0.71% | 0.80% | 0.89% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Senator Investment Group LP | 2 | 2 | 0.06% | 0.26% | 0.46% | Q3 2020 | Q4 2020 | 2 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q1 2019 | Q4 2019 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.04% | 0.06% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 2 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2021 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.26% | 0.32% | 0.38% | Q1 2019 | Q3 2019 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.18% | 0.22% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Albar Capital Ltd | 2 | 2 | 0.25% | 0.32% | 0.39% | Q2 2023 | Q3 2023 | 2 |
CQS Cayman LP | 2 | 2 | 0.09% | 0.11% | 0.14% | Q2 2019 | Q3 2019 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.37% | 0.72% | Q2 2022 | Q2 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Strategic Investment Advisors / MI | 2 | 2 | 0.13% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.33% | 0.83% | 1.34% | Q3 2021 | Q4 2021 | 2 |
Portolan Capital Management | 2 | 2 | 1.74% | 1.75% | 1.76% | Q2 2023 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.24% | 0.26% | 0.29% | Q4 2019 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.16% | 0.19% | 0.21% | Q4 2019 | Q4 2021 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.18% | 0.20% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Cercano Management LLC | 2 | 2 | 0.53% | 0.61% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Diametric Capital, LP | 1 | 1 | 0.23% | 0.37% | 0.52% | Q2 2020 | Q2 2023 | 2 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 2 | 2 | 0.49% | 0.49% | 0.50% | Q4 2018 | Q1 2019 | 2 |
Contour Asset Management LLC | 2 | 2 | 2.34% | 2.39% | 2.44% | Q4 2021 | Q1 2022 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q1 2021 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
SevenBridge Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q2 2019 | 2 |
Lester Murray Antman dba SimplyRich | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
TOMS Capital Investment Management LP | 2 | 2 | 4.84% | 6.29% | 7.74% | Q2 2021 | Q3 2021 | 2 |
Triatomic Management LP | 1 | 1 | 0.48% | 1.43% | 2.38% | Q3 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CFO4Life Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q1 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Industrial Alliance Investment Management Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
LBP AM SA | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Ferris Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
MSD Partners, L.P. | 2 | 2 | 15.34% | 16.34% | 17.33% | Q2 2019 | Q3 2019 | 2 |
Overbrook Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
59 North Capital Management, LP | 2 | 2 | 5.93% | 5.96% | 5.98% | Q4 2021 | Q1 2022 | 2 |
Continuum Advisory, LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2023 | Q3 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Chimera Capital Management LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q4 2022 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.77% | 0.81% | 0.86% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.24% | 0.26% | 0.27% | Q1 2023 | Q2 2023 | 2 |
HARBOURVEST PARTNERS LLC | 2 | 2 | 0.05% | 0.34% | 0.64% | Q2 2021 | Q3 2021 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
GoldenTree Asset Management | 2 | 2 | 1.28% | 1.31% | 1.35% | Q3 2021 | Q4 2021 | 2 |
Alkeon Capital Management | 2 | 2 | 0.12% | 0.32% | 0.53% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.19% | 0.31% | 0.43% | Q2 2023 | Q3 2023 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Park Place Capital Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.00% | 0.30% | 0.60% | Q3 2019 | Q4 2019 | 2 |
Trust Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Peoples Bank/KS | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q4 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
MSD Capital | 2 | 2 | 72.71% | 74.51% | 76.32% | Q2 2019 | Q3 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FCF Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Somerset Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cannell & Co. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Gruss & Co., LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2021 | Q3 2021 | 1 |
Wealth Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2018 | Q4 2018 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
First County Bank /CT/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2018 | Q4 2018 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2020 | Q2 2020 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2021 | Q3 2021 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2023 | Q2 2023 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2020 | Q3 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Horizon Investment Services, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Fondren Management LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Fore Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2018 | Q4 2018 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2018 | Q4 2018 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q3 2023 | Q3 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2019 | Q1 2019 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2019 | Q2 2019 | 1 |
BRAUN STACEY ASSOCIATES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 7.65% | 7.65% | 7.65% | Q2 2021 | Q2 2021 | 1 |
Retireful, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Point Break Capital Management, LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2021 | Q3 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2018 | Q4 2018 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Union Square Park Capital Management, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2022 | Q1 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Kinneret Advisory, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
MANA Advisors LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q3 2019 | Q3 2019 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Oak Thistle LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Pacifica Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2020 | Q2 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
PATHWAY CAPITAL MANAGEMENT, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2021 | Q2 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Islet Management, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2019 | Q3 2019 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tech Square Trading LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2020 | Q1 2020 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2021 | Q3 2021 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2018 | Q4 2018 | 1 |
AlpInvest Partners B.V. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2021 | Q2 2021 | 1 |
AT Bancorp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TCW GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Rheos Capital Works Inc. | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2018 | Q4 2018 | 1 |
Elm Ridge Management, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q1 2020 | Q1 2020 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2021 | Q3 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
KCL Capital, L.P. | 1 | 1 | 2.22% | 2.22% | 2.22% | Q4 2022 | Q4 2022 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PERKINS CAPITAL MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
TOWERVIEW LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
TTP Investments, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lloyds Banking Group plc | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2021 | Q2 2021 | 1 |
MAKENA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Icahn Capital | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Shelter Haven Capital Management, L.P. | 1 | 1 | 7.97% | 7.97% | 7.97% | Q4 2019 | Q4 2019 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Leap Investments LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2019 | Q2 2019 | 1 |
Monument Capital Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MASTRAPASQUA ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
AM Squared Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q2 2022 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HRS Investment Holdings, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2018 | Q4 2018 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2023 | Q2 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
ADAMS STREET PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 3.00% | 3.00% | 3.00% | Q4 2021 | Q4 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Israel Discount Bank of New York | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PARTHENON LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2020 | Q3 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 5.29% | 5.29% | 5.29% | Q3 2023 | Q3 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2023 | Q2 2023 | 1 |
Prairiewood Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Alamar Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Summit Global Investments | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
South Dakota Investment Council | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2019 | Q3 2019 | 1 |
WT Asset Management Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
Kite Lake Capital Management (UK) LLP | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2018 | Q4 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CNO Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATTEN & PATTEN INC/TN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Mass General Brigham, Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
CARRET ASSET MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PROFUND ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Symmetry Investments LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
HAVENS ADVISORS LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
H2O AM LLP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
LANNEBO FONDER AB | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Kellner Capital, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2018 | Q4 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Leucadia National | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2019 | Q2 2019 | 1 |
XR Securities LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2021 | Q3 2021 | 1 |
Avondale Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 4.04% | 4.04% | 4.04% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own DELL TECHNOLOGIES INC or have owned DELL TECHNOLOGIES INC in the past.