Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 77 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 76 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 74 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 53 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.04% | Q3 2011 | Q3 2023 | 49 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
MUFG Americas Holdings Corp | 46 | 46 | 0.00% | 0.03% | 0.11% | Q4 2010 | Q1 2022 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 46 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.05% | 0.07% | 0.09% | Q2 2010 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 43 |
Hemenway Trust Co LLC | 43 | 43 | 0.03% | 0.08% | 0.20% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.06% | 0.08% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.21% | 0.33% | 0.49% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.17% | 0.29% | 0.39% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Palisade Asset Management, LLC | 42 | 42 | 0.46% | 0.70% | 1.00% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 1.36% | 2.50% | 3.45% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HARVEY INVESTMENT CO LLC | 42 | 42 | 0.46% | 1.69% | 2.63% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.04% | 0.37% | 0.67% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.03% | 0.09% | Q2 2012 | Q4 2022 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.00% | 0.52% | 0.70% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.12% | 0.46% | 0.90% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.36% | 1.03% | 1.48% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.51% | 1.18% | 1.69% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 42 | 42 | 0.51% | 0.68% | 0.90% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
EADS & HEALD WEALTH MANAGEMENT | 42 | 42 | 0.24% | 0.37% | 0.50% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SFE Investment Counsel | 42 | 42 | 1.20% | 1.98% | 3.16% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Granite Investment Partners, LLC | 42 | 42 | 0.02% | 0.14% | 0.62% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.17% | 0.62% | 1.37% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.13% | 0.36% | 0.56% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 2.13% | 2.93% | 3.62% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.20% | 0.29% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Rothschild Capital Partners, LLC | 42 | 42 | 0.78% | 1.68% | 4.31% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MCDANIEL TERRY & CO | 42 | 42 | 2.86% | 4.16% | 5.38% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ROBERTS GLORE & CO INC /IL/ | 22 | 19 | 0.10% | 0.17% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Formidable Asset Management, LLC | 41 | 41 | 0.18% | 0.36% | 0.88% | Q3 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.04% | 0.51% | 1.16% | Q2 2013 | Q3 2023 | 41 |
PERKINS CAPITAL MANAGEMENT INC | 28 | 13 | 0.32% | 0.62% | 1.26% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 41 | 41 | 0.03% | 0.05% | 0.15% | Q3 2013 | Q3 2023 | 41 |
MILLENNIUM MANAGEMENT LLC | 30 | 11 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 27 | 13 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 40 |
Tower Research Capital LLC (TRC) | 25 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
M. Kraus & Co | 40 | 40 | 0.08% | 1.28% | 2.84% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q3 2023 | 40 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 40 | 40 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2023 | 40 |
Autus Asset Management, LLC | 39 | 39 | 1.29% | 1.72% | 2.61% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2022 | 38 |
FULLER & THALER ASSET MANAGEMENT, INC. | 31 | 7 | 0.00% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 37 |
Allen Investment Management, LLC | 37 | 37 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
NORTHEAST INVESTMENT MANAGEMENT | 14 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 37 |
AQR Capital Management | 20 | 1 | 0.00% | 0.02% | 0.09% | Q4 2012 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 20 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.03% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 36 |
D. E. Shaw & Co., Inc. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Birch Hill Investment Advisors LLC | 36 | 36 | 0.09% | 2.19% | 3.44% | Q2 2013 | Q1 2022 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.07% | 0.35% | 1.14% | Q2 2013 | Q1 2022 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
BURNEY CO/ | 29 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 35 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 1.25% | 2.35% | 3.68% | Q2 2013 | Q3 2021 | 34 |
GUGGENHEIM CAPITAL LLC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Nuveen Asset Management, LLC | 18 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
HUNTINGTON NATIONAL BANK | 28 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 34 | 34 | 0.46% | 0.67% | 0.92% | Q2 2013 | Q3 2021 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 7 | 0.02% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 34 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 16 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 33 |
GOULD ASSET MANAGEMENT LLC /CA/ | 33 | 33 | 0.10% | 0.15% | 0.22% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
State of Tennessee, Treasury Department | 25 | 8 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
WATERS PARKERSON & CO., LLC | 33 | 33 | 0.09% | 0.50% | 0.72% | Q3 2015 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
WASHINGTON TRUST BANK | 22 | 4 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 32 |
Dynamic Advisor Solutions LLC | 29 | 3 | 0.04% | 0.18% | 0.36% | Q4 2013 | Q3 2023 | 32 |
MACQUARIE GROUP LTD | 18 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 29 | 1 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q3 2023 | 32 |
CULLEN/FROST BANKERS, INC. | 17 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Manchester Capital Management LLC | 19 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
REGIONS FINANCIAL CORP | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 27 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 30 |
Ledyard National Bank | 30 | 30 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2021 | 30 |
QUADRANT CAPITAL GROUP LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
World Asset Management Inc | 22 | 8 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 30 |
TWO SIGMA ADVISERS, LP | 14 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 24 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 29 |
PICTET ASSET MANAGEMENT LTD | 16 | 13 | 0.00% | 0.20% | 0.62% | Q2 2013 | Q2 2021 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.02% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 29 |
Smithfield Trust Co | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 29 |
SEGALL BRYANT & HAMILL, LLC | 24 | 5 | 0.01% | 0.04% | 0.12% | Q1 2013 | Q3 2023 | 29 |
STEPHENS INC /AR/ | 25 | 3 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q2 2023 | 28 |
FIRST MERCHANTS CORP | 28 | 28 | 0.06% | 0.37% | 0.70% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 28 |
GSA CAPITAL PARTNERS LLP | 11 | 1 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.04% | 0.37% | Q4 2016 | Q3 2023 | 28 |
FENIMORE ASSET MANAGEMENT INC | 28 | 28 | 0.18% | 2.09% | 2.70% | Q2 2013 | Q1 2020 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
COMMERCE BANK | 14 | 13 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 27 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 27 |
Johnson Financial Group, Inc. | 16 | 1 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q3 2023 | 27 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 27 |
Quantum Capital Management, LLC / NJ | 27 | 27 | 0.90% | 4.90% | 8.80% | Q2 2013 | Q4 2019 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q4 2021 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.10% | 0.16% | Q3 2013 | Q1 2020 | 26 |
FIDUCIARY MANAGEMENT INC /WI/ | 19 | 7 | 0.19% | 0.54% | 1.24% | Q1 2015 | Q3 2023 | 26 |
WESBANCO BANK INC | 18 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2023 | 26 |
Accredited Investors Inc. | 9 | 1 | 0.02% | 0.05% | 0.18% | Q3 2014 | Q3 2023 | 25 |
BOKF, NA | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q2 2019 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 20 | 2 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 25 |
FOSTER DYKEMA CABOT & CO INC/MA | 14 | 2 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 25 |
SVB WEALTH LLC | 25 | 25 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2020 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Baird Financial Group, Inc. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 25 |
COOKE & BIELER LP | 25 | 25 | 0.33% | 1.00% | 2.33% | Q4 2014 | Q4 2020 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TRILLIUM ASSET MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.12% | 0.25% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.26% | 0.50% | 0.91% | Q4 2017 | Q3 2023 | 24 |
Ballentine Partners, LLC | 19 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Glenview Trust Co | 12 | 1 | 0.01% | 0.03% | 0.07% | Q4 2008 | Q3 2023 | 24 |
TD ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
LPL Financial LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2021 | 24 |
Sterling Capital Management LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2019 | 24 |
Conestoga Capital Advisors, LLC | 24 | 24 | 0.01% | 0.05% | 0.15% | Q1 2013 | Q4 2018 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
SOMERVILLE KURT F | 24 | 24 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
JLB & ASSOCIATES INC | 15 | 8 | 0.08% | 0.20% | 0.32% | Q2 2013 | Q1 2019 | 23 |
Fairpointe Capital LLC | 23 | 23 | 0.72% | 1.54% | 2.97% | Q3 2015 | Q1 2021 | 23 |
SCHWARTZ INVESTMENT COUNSEL INC | 23 | 23 | 0.36% | 1.37% | 2.50% | Q2 2013 | Q4 2018 | 23 |
TD Capital Management LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 23 |
Sabal Trust CO | 23 | 23 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CIBC Asset Management Inc | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
SHELL ASSET MANAGEMENT CO | 18 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 23 |
Chicago Partners Investment Group LLC | 13 | 10 | 0.03% | 0.43% | 4.91% | Q4 2014 | Q3 2020 | 23 |
Mariner, LLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
GW&K Investment Management, LLC | 15 | 8 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 23 |
Squarepoint Ops LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q1 2016 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2018 | 22 |
JNBA Financial Advisors | 14 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
WMS Partners, LLC | 22 | 22 | 1.30% | 1.76% | 2.30% | Q2 2013 | Q3 2018 | 22 |
ROYCE & ASSOCIATES LP | 22 | 22 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2018 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 22 |
Impax Asset Management LTD | 22 | 22 | 0.32% | 1.16% | 2.13% | Q1 2013 | Q2 2018 | 22 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
JANE STREET GROUP, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 9 | 4 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 21 |
Zebra Capital Management LLC | 14 | 7 | 0.16% | 0.38% | 0.56% | Q2 2013 | Q2 2019 | 21 |
BARINGS LLC | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2018 | 21 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 21 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 13 | 2 | 0.00% | 0.18% | 0.48% | Q2 2013 | Q3 2023 | 21 |
Baillie Gifford | 15 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.14% | 0.65% | 0.97% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 21 |
Mondrian Investment Partners LTD | 21 | 21 | 0.00% | 0.07% | 0.14% | Q4 2015 | Q4 2020 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.31% | 0.44% | 0.57% | Q3 2018 | Q3 2023 | 21 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2023 | 21 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 21 |
TFG Advisers LLC | 20 | 20 | 0.16% | 0.20% | 0.22% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.01% | 0.15% | 0.93% | Q1 2018 | Q4 2022 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 6 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q3 2023 | 20 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 20 |
Holocene Advisors, LP | 18 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 20 |
NORTH AMERICAN MANAGEMENT CORP | 20 | 20 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2018 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 20 | 20 | 0.02% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH BANK OF AUSTRALIA | 10 | 4 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q2 2019 | 20 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.12% | 0.20% | 0.41% | Q4 2018 | Q3 2023 | 20 |
C M BIDWELL & ASSOCIATES LTD | 19 | 1 | 0.00% | 0.05% | 0.87% | Q1 2016 | Q4 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
WINTON GROUP Ltd | 17 | 1 | 0.00% | 0.05% | 0.15% | Q2 2014 | Q2 2023 | 20 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.02% | 0.07% | Q4 2017 | Q2 2022 | 19 |
ARROW FINANCIAL CORP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2021 | 19 |
Stonebridge Capital Advisors LLC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q3 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 19 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.05% | 0.31% | Q4 2015 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2017 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.21% | 0.26% | 0.37% | Q2 2019 | Q3 2023 | 18 |
IBM Retirement Fund | 15 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 18 |
First Allied Advisory Services, Inc. | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2020 | 18 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.06% | 0.15% | Q4 2013 | Q2 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2019 | 17 |
Man Group plc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q3 2017 | 17 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q4 2017 | 17 |
Glassman Wealth Services | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
SNS Financial Group, LLC | 10 | 1 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.18% | Q3 2015 | Q3 2019 | 17 |
JENSEN INVESTMENT MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 17 |
Ellevest, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.10% | 0.21% | Q2 2016 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.79% | 1.12% | 1.43% | Q2 2013 | Q1 2017 | 16 |
HM PAYSON & CO | 12 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 16 |
Quadrature Capital Ltd | 10 | 1 | 0.01% | 0.05% | 0.28% | Q4 2015 | Q3 2022 | 16 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.70% | 1.19% | 1.51% | Q4 2019 | Q3 2023 | 16 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.05% | 0.16% | 0.39% | Q3 2013 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.57% | 0.64% | 0.72% | Q4 2019 | Q3 2023 | 16 |
SECOR Capital Advisors, LP | 10 | 1 | 0.10% | 0.43% | 0.99% | Q4 2013 | Q4 2018 | 16 |
Artisan Partners Limited Partnership | 16 | 16 | 0.05% | 0.10% | 0.15% | Q2 2016 | Q1 2020 | 16 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Point72 Hong Kong Ltd | 8 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2021 | 15 |
Impax Asset Management (AIFM) Ltd | 15 | 15 | 2.15% | 3.49% | 5.31% | Q4 2014 | Q2 2018 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Vulcan Value Partners, LLC | 14 | 1 | 0.15% | 0.34% | 0.73% | Q2 2013 | Q2 2018 | 15 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 15 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.31% | 0.75% | 2.64% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.03% | 0.03% | Q3 2011 | Q3 2015 | 15 |
DEAN INVESTMENT ASSOCIATES, LLC | 15 | 15 | 0.22% | 0.38% | 0.85% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q2 2018 | 15 |
CIBC Private Wealth Group, LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q3 2021 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 14 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 14 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 14 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.05% | 0.33% | Q2 2018 | Q3 2021 | 14 |
TRUIST FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2019 | 14 |
RAYMOND JAMES TRUST N.A. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Meristem Family Wealth, LLC | 9 | 1 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q4 2019 | 14 |
AlphaCrest Capital Management LLC | 13 | 1 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2022 | 14 |
Redmond Asset Management, LLC | 14 | 14 | 0.16% | 0.46% | 1.16% | Q2 2013 | Q3 2016 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.10% | 0.15% | 0.20% | Q4 2018 | Q1 2022 | 14 |
AMG Funds LLC | 14 | 14 | 0.36% | 0.45% | 0.61% | Q3 2016 | Q4 2019 | 14 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 14 |
HOLLAND CAPITAL MANAGEMENT LLC | 8 | 6 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2017 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK OF OMAHA | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
1832 Asset Management L.P. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Janney Montgomery Scott LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 13 |
ASSETMARK, INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q4 2015 | 13 |
Snowden Capital Advisors LLC | 12 | 1 | 0.00% | 0.08% | 0.11% | Q1 2017 | Q4 2021 | 13 |
Vestmark Advisory Solutions, Inc. | 11 | 2 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 8 | 5 | 0.01% | 0.09% | 0.21% | Q4 2013 | Q2 2017 | 13 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.18% | 0.29% | Q2 2013 | Q2 2020 | 13 |
REGENTATLANTIC CAPITAL LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2021 | 13 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 13 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 13 | 13 | 0.30% | 1.92% | 2.68% | Q2 2013 | Q2 2016 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
ZEVIN ASSET MANAGEMENT LLC | 13 | 13 | 0.11% | 0.15% | 0.19% | Q2 2013 | Q2 2016 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 13 |
Azimuth Capital Management LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 13 |
New England Research & Management, Inc. | 9 | 4 | 0.14% | 0.47% | 0.95% | Q4 2013 | Q1 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
TORONTO DOMINION BANK | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2019 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.09% | 0.20% | 0.38% | Q4 2016 | Q2 2023 | 12 |
CITY HOLDING CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 12 |
AMP Capital Investors Ltd | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Assenagon Asset Management S.A. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q2 2018 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 12 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Sepio Capital, LP | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Veritable, L.P. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 12 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.09% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2022 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
AVIVA PLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Virtus Fund Advisers, LLC | 12 | 12 | 0.00% | 0.07% | 0.20% | Q2 2014 | Q1 2017 | 12 |
Lido Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sciencast Management LP | 4 | 1 | 0.07% | 0.25% | 0.82% | Q1 2016 | Q3 2023 | 12 |
DF DENT & CO INC | 12 | 12 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Homrich & Berg | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
AHL Partners LLP | 8 | 1 | 0.02% | 0.09% | 0.24% | Q3 2014 | Q4 2017 | 11 |
PagnatoKarp Partners LLC | 11 | 11 | 0.07% | 0.21% | 0.54% | Q3 2017 | Q1 2020 | 11 |
ALPS ADVISORS INC | 7 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 1 | 0.05% | 0.15% | 0.43% | Q3 2019 | Q3 2023 | 11 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.16% | 0.21% | 0.24% | Q1 2013 | Q3 2015 | 11 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.00% | 0.07% | 0.26% | Q4 2015 | Q4 2021 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.04% | 0.22% | Q3 2019 | Q3 2023 | 11 |
WFG Advisors, LP | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 11 |
Cornerstone Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
BALDWIN BROTHERS LLC/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2018 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.05% | 0.08% | 0.17% | Q4 2017 | Q2 2020 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 1.81% | 4.70% | 6.67% | Q2 2013 | Q4 2015 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q2 2023 | 11 |
LORD, ABBETT & CO. LLC | 6 | 5 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 11 |
RENAISSANCE GROUP LLC | 11 | 11 | 0.03% | 0.54% | 1.25% | Q1 2021 | Q3 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 11 |
Willis Investment Counsel | 11 | 11 | 0.04% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 3 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2016 | 10 |
First Pacific Advisors, LP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 10 |
JANUS HENDERSON INVESTORS US LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 10 |
SNYDER CAPITAL MANAGEMENT L P | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 10 |
CARDEROCK CAPITAL MANAGEMENT INC | 10 | 10 | 0.20% | 0.73% | 1.14% | Q2 2013 | Q3 2015 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q3 2020 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 10 |
FIRST QUADRANT LLC/CA | 6 | 4 | 0.00% | 0.26% | 0.51% | Q4 2016 | Q4 2020 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.20% | 0.23% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Perigon Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2021 | 10 |
OAK FAMILY ADVISORS, LLC | 9 | 1 | 0.09% | 0.15% | 0.47% | Q4 2020 | Q3 2023 | 10 |
Citizens Business Bank | 10 | 10 | 0.05% | 0.15% | 0.19% | Q4 2014 | Q1 2017 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 10 |
Stanley-Laman Group, Ltd. | 10 | 10 | 0.16% | 0.21% | 0.26% | Q4 2017 | Q1 2020 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 10 |
Employees Retirement System of Texas | 8 | 2 | 0.02% | 0.05% | 0.06% | Q4 2013 | Q3 2019 | 10 |
COMPASS CAPITAL MANAGEMENT, INC | 10 | 10 | 0.05% | 3.05% | 3.72% | Q2 2013 | Q3 2015 | 10 |
Mawer Investment Management Ltd. | 10 | 10 | 0.11% | 0.25% | 0.67% | Q2 2013 | Q3 2015 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 10 |
Somerset Trust Co | 10 | 10 | 0.13% | 0.15% | 0.17% | Q2 2020 | Q3 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
TWIN CAPITAL MANAGEMENT INC | 5 | 2 | 0.04% | 0.07% | 0.10% | Q4 2013 | Q2 2022 | 10 |
Dynamic Capital Management Ltd | 5 | 1 | 0.11% | 0.41% | 1.98% | Q2 2014 | Q3 2019 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Hoese & Co LLP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 9 | 0.04% | 0.62% | 0.73% | Q1 2020 | Q1 2022 | 9 |
CWS Financial Advisors, LLC | 4 | 2 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 9 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 9 |
EULAV Asset Management | 9 | 9 | 0.10% | 0.35% | 0.47% | Q2 2013 | Q2 2015 | 9 |
Champlain Investment Partners, LLC | 9 | 9 | 0.22% | 0.50% | 0.70% | Q1 2015 | Q1 2017 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Y-Intercept (Hong Kong) Ltd | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 9 |
GAMBLE JONES INVESTMENT COUNSEL | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2022 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.81% | 1.11% | 1.59% | Q4 2019 | Q4 2021 | 9 |
OSSIAM | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 9 |
ALGERT GLOBAL LLC | 9 | 9 | 0.03% | 0.25% | 0.40% | Q3 2021 | Q3 2023 | 9 |
AVITY INVESTMENT MANAGEMENT INC. | 9 | 9 | 2.55% | 3.15% | 3.61% | Q2 2013 | Q2 2015 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q4 2018 | 9 |
Column Capital Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
South Dakota Investment Council | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 9 |
CIGNA INVESTMENTS INC /NEW | 5 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2021 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
Robeco Institutional Asset Management B.V. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 9 |
BOWEN HANES & CO INC | 9 | 9 | 0.84% | 0.95% | 1.07% | Q2 2013 | Q2 2015 | 9 |
RGT Wealth Advisors, LLC | 9 | 9 | 0.15% | 0.59% | 0.96% | Q3 2016 | Q3 2018 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 7 | 2 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 9 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 9 |
Amundi | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
APG Asset Management N.V. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 9 |
MARCO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q2 2015 | 9 |
A.R.T. Advisors, LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2019 | 9 |
Resource Management, LLC | 9 | 9 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q4 2019 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
FIRST HAWAIIAN BANK | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.41% | 0.47% | 0.57% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 8 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2019 | 8 |
Virtu KCG Holdings LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 8 |
Teza Capital Management LLC | 5 | 1 | 0.05% | 0.09% | 0.23% | Q1 2017 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
MONTAG & CALDWELL, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Heritage Trust Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q4 2021 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.23% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.08% | 0.47% | Q2 2015 | Q2 2023 | 8 |
Clean Yield Group | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q2 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 8 |
SUNTRUST BANKS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 8 |
EDGE ASSET MANAGEMENT, INC | 8 | 8 | 0.14% | 0.16% | 0.18% | Q2 2015 | Q1 2017 | 8 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Broderick Brian C | 8 | 8 | 0.09% | 0.17% | 0.21% | Q4 2015 | Q3 2017 | 8 |
MID CONTINENT CAPITAL LLC/IL | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 8 |
Pinnacle Summer Investments, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
1st Global Advisors, Inc. | 6 | 2 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2017 | 8 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.01% | 0.09% | 0.18% | Q4 2016 | Q1 2023 | 8 |
MSI Financial Services Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.12% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2023 | 8 |
STRS OHIO | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.03% | 0.10% | 0.21% | Q1 2021 | Q3 2023 | 8 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 8 | 8 | 0.14% | 0.16% | 0.17% | Q1 2013 | Q4 2014 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.08% | 0.44% | Q4 2015 | Q1 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 8 |
Covington Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2019 | 8 |
CLINTON GROUP INC | 4 | 1 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2017 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
USA FINANCIAL FORMULAS | 5 | 3 | 0.00% | 0.05% | 0.20% | Q2 2021 | Q3 2023 | 8 |
MARTINGALE ASSET MANAGEMENT L P | 8 | 8 | 0.00% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.01% | 0.24% | 1.29% | Q1 2013 | Q3 2017 | 8 |
GAM Holding AG | 6 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2020 | 7 |
Aquatic Capital Management LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q3 2018 | 7 |
PALISADE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Ethic Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2019 | 7 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 7 |
TLP GROUP LLC | 5 | 2 | 0.13% | 0.21% | 0.38% | Q1 2016 | Q2 2018 | 7 |
AGF INVESTMENTS INC. | 7 | 7 | 0.09% | 0.18% | 0.32% | Q2 2015 | Q4 2016 | 7 |
AMG National Trust Bank | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q3 2019 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Riverwater Partners LLC | 7 | 7 | 0.21% | 0.24% | 0.31% | Q2 2022 | Q4 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Greenhouse Funds LLLP | 7 | 7 | 2.14% | 3.03% | 3.90% | Q3 2020 | Q1 2022 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q1 2013 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 0.56% | 0.64% | 0.88% | Q4 2021 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2023 | 7 |
Versor Investments LP | 4 | 3 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 7 |
Hollow Brook Wealth Management LLC | 5 | 2 | 0.44% | 0.84% | 1.37% | Q4 2021 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Parametrica Management Ltd | 3 | 1 | 0.13% | 0.66% | 1.32% | Q3 2015 | Q4 2018 | 7 |
Perkins Investment Management, LLC | 7 | 7 | 0.02% | 0.63% | 1.10% | Q3 2015 | Q1 2017 | 7 |
Claro Advisors LLC | 6 | 1 | 0.02% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 7 |
Assured Investment Management LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2018 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2015 | 7 |
TOWNSQUARE CAPITAL LLC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
EAGLE ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 6 |
Unified Trust Company, N.A. | 6 | 6 | 1.76% | 2.22% | 2.47% | Q4 2018 | Q1 2020 | 6 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2021 | 6 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 6 |
CONGRESS ASSET MANAGEMENT CO /MA | 6 | 6 | 0.01% | 0.34% | 0.52% | Q2 2013 | Q3 2014 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2017 | 6 |
BALLAST ADVISORS LLC | 4 | 1 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 6 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
GAM SYSTEMATIC LLP | 5 | 1 | 0.01% | 0.09% | 0.29% | Q3 2015 | Q3 2017 | 6 |
BerganKDV Wealth Management, LLC | 5 | 1 | 0.06% | 0.10% | 0.12% | Q1 2019 | Q2 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Oak Thistle LLC | 5 | 1 | 0.15% | 0.42% | 0.72% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.13% | 0.22% | 0.47% | Q3 2015 | Q4 2018 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Biltmore Wealth Management, LLC | 6 | 6 | 1.13% | 1.30% | 1.52% | Q4 2014 | Q1 2016 | 6 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q1 2019 | 6 |
Absolute Return Capital, LLC | 3 | 3 | 0.04% | 0.07% | 0.16% | Q2 2013 | Q3 2015 | 6 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 6 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q2 2023 | 6 |
Calvert Investment Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2016 | 6 |
Harvey Partners, LLC | 5 | 5 | 1.70% | 2.64% | 4.91% | Q2 2015 | Q2 2016 | 6 |
APOGEM CAPITAL LLC | 6 | 6 | 0.36% | 0.57% | 0.74% | Q4 2020 | Q1 2022 | 6 |
OPPENHEIMER & CO INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2013 | Q1 2015 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2019 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.15% | 0.27% | Q3 2020 | Q1 2023 | 6 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 6 |
Edgestream Partners, L.P. | 4 | 2 | 0.03% | 0.09% | 0.25% | Q3 2021 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
DAVIS-REA LTD. | 6 | 6 | 1.25% | 2.15% | 2.94% | Q3 2013 | Q4 2014 | 6 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2018 | 6 |
Quent Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.00% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 5 | 1 | 0.17% | 0.20% | 0.23% | Q2 2013 | Q4 2014 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Covea Finance | 6 | 6 | 0.12% | 0.14% | 0.16% | Q3 2022 | Q4 2023 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
NATIONAL PENN INVESTORS TRUST CO /PA | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
Neo Ivy Capital Management | 3 | 1 | 0.08% | 0.34% | 0.52% | Q1 2020 | Q2 2023 | 5 |
DELTA LLOYD NV | 5 | 5 | 0.18% | 0.21% | 0.23% | Q2 2013 | Q2 2014 | 5 |
Airain ltd | 2 | 1 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q2 2017 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.34% | 0.91% | Q3 2015 | Q2 2023 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Standard Family Office LLC | 4 | 1 | 0.02% | 0.10% | 0.13% | Q4 2020 | Q3 2022 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.32% | Q4 2019 | Q4 2020 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Quantum Private Wealth, LLC | 4 | 1 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Nelson Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
MAI Capital Management | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2014 | 5 |
CenturyLink Investment Management Co | 5 | 5 | 0.08% | 0.17% | 0.19% | Q2 2013 | Q2 2014 | 5 |
ETRADE Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 5 |
AUA CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PRIMECAP MANAGEMENT CO/CA/ | 5 | 5 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2014 | 5 |
ARMSTRONG HENRY H ASSOCIATES INC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q3 2018 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.18% | 0.34% | Q2 2016 | Q1 2023 | 5 |
Winthrop Advisory Group LLC | 4 | 1 | 0.12% | 0.15% | 0.16% | Q4 2020 | Q1 2022 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BOK Financial Private Wealth, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 5 |
ADIRONDACK TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Spark Investment Management LLC | 5 | 5 | 0.14% | 0.49% | 0.92% | Q2 2019 | Q2 2020 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 5 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 5 |
WELCH & FORBES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Alberta Investment Management Corp | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.08% | 0.11% | 0.22% | Q4 2018 | Q4 2019 | 5 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2019 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 2 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q1 2017 | 5 |
Carroll Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2017 | 5 |
FIL Ltd | 5 | 5 | 0.06% | 0.10% | 0.21% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.17% | 0.22% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.10% | 0.19% | Q4 2013 | Q1 2021 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2015 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.38% | 0.50% | 0.59% | Q3 2015 | Q3 2016 | 5 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.13% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 5 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 5 | 5 | 2.79% | 2.96% | 3.15% | Q2 2013 | Q2 2014 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.09% | 0.12% | Q1 2020 | Q2 2023 | 5 |
CHICAGO EQUITY PARTNERS LLC | 4 | 1 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q4 2018 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.11% | 0.20% | 0.25% | Q1 2017 | Q1 2018 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.14% | 0.17% | 0.19% | Q4 2013 | Q4 2014 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.11% | 0.17% | Q3 2016 | Q3 2019 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.03% | 0.13% | 0.18% | Q2 2017 | Q1 2018 | 4 |
CIM, LLC | 4 | 4 | 0.20% | 0.25% | 0.27% | Q2 2013 | Q1 2014 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.08% | 0.18% | Q2 2016 | Q2 2017 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FCF Advisors LLC | 3 | 1 | 0.26% | 0.81% | 1.03% | Q1 2017 | Q4 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 4 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Diversified Trust Co | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2018 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Chiron Investment Management, LLC | 4 | 4 | 0.01% | 1.15% | 1.75% | Q1 2017 | Q4 2017 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2015 | Q2 2016 | 4 |
AXA S.A. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
MOTCO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 4 | 0.76% | 1.09% | 1.51% | Q4 2016 | Q3 2017 | 4 |
SHERBROOKE PARK ADVISERS LLC | 4 | 4 | 0.07% | 0.39% | 0.68% | Q4 2022 | Q3 2023 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2017 | Q4 2017 | 4 |
Global Retirement Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
RK Capital | 2 | 2 | 1.56% | 1.99% | 2.86% | Q1 2016 | Q2 2017 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
FORT, L.P. | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q3 2019 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Invictus RG | 3 | 1 | 0.08% | 0.31% | 0.43% | Q4 2016 | Q4 2017 | 4 |
Maple Capital Management, Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2014 | Q2 2015 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 4 | 0.60% | 0.68% | 0.82% | Q4 2015 | Q3 2016 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Personal Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 4 |
ENCOMPASS WEALTH ADVISORS, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BB&T SECURITIES, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KBC Group NV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Sonora Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q2 2023 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.01% | 0.06% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.10% | 0.17% | 0.26% | Q1 2022 | Q4 2022 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Aston Asset Management, LLC | 4 | 4 | 0.30% | 0.43% | 0.52% | Q3 2015 | Q2 2016 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.25% | 0.35% | 0.40% | Q2 2020 | Q1 2021 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.04% | 0.15% | Q2 2016 | Q1 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.40% | 0.43% | 0.47% | Q4 2022 | Q3 2023 | 4 |
NatWest Group plc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
First PREMIER Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2014 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 0.69% | 0.73% | 0.81% | Q1 2017 | Q4 2017 | 4 |
Buffington Mohr McNeal | 3 | 1 | 0.02% | 0.29% | 0.43% | Q4 2015 | Q1 2019 | 4 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.06% | 0.19% | 0.39% | Q4 2018 | Q1 2020 | 4 |
GENERATION INVESTMENT MANAGEMENT LLP | 4 | 4 | 0.27% | 0.53% | 1.16% | Q3 2015 | Q2 2016 | 4 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
HEARTLAND ADVISORS INC | 4 | 4 | 0.31% | 0.45% | 0.52% | Q1 2020 | Q4 2020 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 4 | 0.05% | 0.12% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Innovative Portfolios | 3 | 3 | 0.80% | 0.80% | 0.80% | Q2 2021 | Q4 2021 | 3 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vestcor Inc | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Gladius Capital Management LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2018 | Q4 2018 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.77% | 0.80% | 0.82% | Q2 2013 | Q4 2013 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2022 | 3 |
Independence Capital Asset Partners, LLC | 3 | 3 | 0.87% | 1.23% | 1.50% | Q3 2013 | Q1 2014 | 3 |
Wilmington Funds Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
iSAM Funds (UK) Ltd | 2 | 1 | 0.34% | 0.57% | 0.90% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.19% | 0.25% | 0.30% | Q4 2020 | Q2 2021 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
PineBridge Investments, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 3 |
Penobscot Investment Management Company, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 3 |
AJO, LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2020 | 3 |
Busey Bank | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Raub Brock Capital Management LP | 3 | 3 | 3.74% | 3.87% | 4.05% | Q3 2014 | Q1 2015 | 3 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Leeward Financial Partners, LLC | 3 | 3 | 0.12% | 0.17% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
ING GROEP NV | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 3 |
PALLADIEM, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.08% | 0.17% | 0.27% | Q4 2015 | Q2 2021 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ardevora Asset Management LLP | 3 | 3 | 0.69% | 0.77% | 0.82% | Q1 2021 | Q3 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q2 2020 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.41% | 0.45% | 0.48% | Q1 2016 | Q3 2016 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.07% | 0.19% | Q1 2022 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2019 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.03% | 0.14% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.20% | 0.23% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q1 2017 | Q2 2017 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Canton Hathaway, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 2 |
Olympiad Research LP | 1 | 1 | 0.27% | 0.34% | 0.41% | Q2 2020 | Q2 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Woodline Partners LP | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2023 | Q2 2023 | 2 |
AIA Group Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Arlington Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2014 | Q2 2014 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q4 2020 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2020 | Q3 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Princeton Portfolio Strategies Group LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q1 2021 | Q2 2021 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.03% | 0.10% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q3 2019 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2014 | Q4 2018 | 2 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Roof Eidam Maycock Peralta, LLC | 2 | 2 | 0.81% | 0.89% | 0.98% | Q3 2016 | Q4 2016 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cinctive Capital Management LP | 2 | 2 | 0.28% | 0.30% | 0.31% | Q3 2020 | Q4 2020 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.43% | 0.60% | 0.77% | Q1 2023 | Q2 2023 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Markel Corporation | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2015 | 2 |
Man Investments Ltd | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2015 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2013 | Q1 2014 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
AT Bancorp | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
P.R. Herzig & Co. Inc. | 2 | 2 | 0.64% | 0.66% | 0.69% | Q3 2013 | Q4 2013 | 2 |
Rafferty Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.21% | 0.24% | 0.26% | Q2 2023 | Q3 2023 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.73% | 0.76% | 0.80% | Q2 2022 | Q3 2022 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Winton Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Monument Capital Management | 2 | 2 | 0.67% | 0.69% | 0.72% | Q1 2023 | Q2 2023 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
GLG Partners LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.12% | 0.21% | 0.29% | Q3 2017 | Q4 2017 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Lyons Wealth Management, LLC. | 2 | 2 | 1.14% | 1.15% | 1.16% | Q2 2017 | Q3 2017 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q1 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.40% | 0.47% | 0.55% | Q4 2016 | Q1 2017 | 2 |
Seamans Capital Management, LLC | 2 | 2 | 0.51% | 0.56% | 0.60% | Q1 2014 | Q2 2014 | 2 |
MQS Management LLC | 1 | 1 | 0.21% | 0.28% | 0.35% | Q1 2022 | Q2 2023 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 2 |
KALMAR INVESTMENTS INC /DE/ | 2 | 2 | 0.15% | 0.35% | 0.55% | Q2 2015 | Q3 2015 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q1 2018 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aristides Capital LLC | 2 | 2 | 0.15% | 0.32% | 0.49% | Q4 2019 | Q1 2020 | 2 |
GLG LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q3 2014 | 2 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2023 | Q1 2023 | 1 |
abrdn plc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
55I, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2013 | Q4 2013 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PineStone Asset Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ibex Investors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG Capital Management LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2013 | Q3 2013 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Interval Partners, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2013 | Q4 2013 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Nair Vinay | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q4 2014 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LGT CAPITAL PARTNERS LTD. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2015 | Q1 2015 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2017 | Q2 2017 | 1 |
GPM Growth Investors, Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2019 | Q4 2019 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PA Capital LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2020 | Q3 2020 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2020 | Q3 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2021 | Q2 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2016 | Q4 2016 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advantage Alpha Capital Partners LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2019 | Q4 2019 | 1 |
Atlas Brown,Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
HAP Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
COHEN & STEERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
EAM Investors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2014 | Q4 2014 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cove Street Capital, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2020 | Q1 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Kernodle & Katon Asset Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2013 | Q3 2013 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Robeco Schweiz AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2015 | Q4 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own DONALDSON INC or have owned DONALDSON INC in the past.