Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 35 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 33 |
PEAK6 Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 16 |
LYNCH & ASSOCIATES/IN | 13 | 13 | 0.12% | 0.30% | 0.44% | Q4 2020 | Q4 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SG Americas Securities, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Man Group plc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
JENNISON ASSOCIATES LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
CITIGROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FJ Capital Management LLC | 12 | 12 | 0.69% | 3.91% | 6.21% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRIO WEALTH LIMITED PARTNERSHIP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JPMORGAN CHASE & CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OSAIC HOLDINGS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HighTower Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 12 | 12 | 0.10% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Janney Montgomery Scott LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Tower Research Capital LLC (TRC) | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BANK OF AMERICA CORP /DE/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CABOT WEALTH MANAGEMENT INC | 12 | 12 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
RHUMBLINE ADVISERS | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 12 | 12 | 0.10% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Creative Planning | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
VOYA INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
AMALGAMATED BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Aureus Asset Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
METROPOLITAN LIFE INSURANCE CO/NY | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NEW YORK STATE COMMON RETIREMENT FUND | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Partners, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Raffles Associates | 12 | 12 | 7.06% | 11.79% | 14.78% | Q4 2020 | Q3 2023 | 12 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Keeley-Teton Advisors, LLC | 12 | 12 | 0.09% | 0.47% | 0.78% | Q4 2020 | Q3 2023 | 12 |
VANGUARD GROUP INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Nuveen Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Invesco Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WELLS FARGO & COMPANY/MN | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ALLIANCEBERNSTEIN L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ArrowMark Colorado Holdings LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MetLife Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
UBS Group AG | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SEI INVESTMENTS CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Roundview Capital LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CREDIT SUISSE AG/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
HOWLAND CAPITAL MANAGEMENT LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MORGAN STANLEY | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
FMR LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bank of New York Mellon Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
DEUTSCHE BANK AG\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Relative Value Partners Group, LLC | 12 | 12 | 0.16% | 0.27% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Essex Financial Services, Inc. | 12 | 12 | 0.13% | 0.20% | 0.31% | Q4 2020 | Q3 2023 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FineMark National Bank & Trust | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Legal & General Group Plc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Polaris Capital Management, LLC | 12 | 12 | 0.09% | 0.15% | 0.43% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 11 | 11 | 0.08% | 0.12% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Rafferty Asset Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
GW&K Investment Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
UBS ASSET MANAGEMENT AMERICAS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
HALL LAURIE J TRUSTEE | 11 | 11 | 0.00% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
HOMESTEAD ADVISERS CORP | 11 | 11 | 0.03% | 0.13% | 0.20% | Q4 2020 | Q2 2023 | 11 |
Arizona State Retirement System | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Swiss National Bank | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EMERALD MUTUAL FUND ADVISERS TRUST | 9 | 1 | 0.01% | 0.74% | 1.55% | Q4 2020 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Birch Hill Investment Advisors LLC | 10 | 10 | 0.46% | 1.81% | 2.38% | Q4 2020 | Q1 2023 | 10 |
M3F, Inc. | 6 | 4 | 0.36% | 4.45% | 8.80% | Q4 2020 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Private Capital Management, LLC | 10 | 10 | 0.10% | 1.37% | 2.11% | Q1 2021 | Q2 2023 | 10 |
SHELL ASSET MANAGEMENT CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Parallel Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Renaissance Technologies | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Oppenheimer & Close, LLC | 10 | 10 | 0.68% | 1.47% | 3.83% | Q4 2020 | Q1 2023 | 10 |
Integrated Wealth Concepts LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
NORTHSTAR ASSET MANAGEMENT INC | 10 | 10 | 0.93% | 1.40% | 1.89% | Q2 2021 | Q3 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Cubist Systematic Strategies, LLC | 6 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
US BANCORP \DE\ | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.11% | 0.16% | Q3 2021 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HENNESSY ADVISORS INC | 9 | 9 | 0.12% | 0.19% | 0.24% | Q3 2021 | Q3 2023 | 9 |
TimeScale Financial, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Global Retirement Partners, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 9 | 9 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q4 2022 | 9 |
State of New Jersey Common Pension Fund D | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
STRS OHIO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Stratos Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Russell Investments Group, Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
SlateStone Wealth, LLC | 8 | 8 | 0.10% | 0.24% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Verdence Capital Advisors LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.32% | 0.50% | 0.68% | Q4 2021 | Q3 2023 | 8 |
NORGES BANK | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.03% | 0.07% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Beaumont Financial Partners, LLC | 8 | 8 | 0.21% | 0.23% | 0.27% | Q4 2020 | Q3 2022 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 7 | 1 | 0.03% | 0.13% | 0.21% | Q1 2021 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
PNC FINANCIAL SERVICES GROUP, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Single Point Partners, LLC | 8 | 8 | 0.10% | 0.22% | 0.57% | Q4 2021 | Q3 2023 | 8 |
EJF Capital LLC | 8 | 8 | 0.18% | 0.68% | 1.27% | Q3 2021 | Q2 2023 | 8 |
Bickling Financial Services, Inc. | 8 | 8 | 0.19% | 0.21% | 0.26% | Q1 2021 | Q4 2022 | 8 |
American Research & Management Co. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AQR Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Verition Fund Management LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.30% | 0.41% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Monarch Partners Asset Management LLC | 8 | 8 | 0.37% | 1.07% | 1.70% | Q4 2020 | Q3 2022 | 8 |
Clean Yield Group | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q2 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FORBES J M & CO LLP | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Pacific Advisors, LP | 5 | 2 | 0.00% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Diversified Trust Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2022 | 7 |
1834 INVESTMENT ADVISORS CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Boston Trust Walden Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Engineers Gate Manager LP | 4 | 3 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Shorepoint Capital Partners LLC | 5 | 2 | 0.08% | 0.10% | 0.11% | Q4 2020 | Q3 2022 | 7 |
FEDERATED HERMES, INC. | 7 | 7 | 0.01% | 0.06% | 0.09% | Q2 2021 | Q4 2022 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Impax Asset Management Group plc | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 4 | 3 | 0.05% | 0.08% | 0.19% | Q4 2020 | Q3 2023 | 7 |
PRW Wealth Management LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PUTNAM INVESTMENTS LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.08% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.06% | 0.11% | Q2 2021 | Q4 2022 | 6 |
Walthausen & Co., LLC | 6 | 6 | 0.30% | 0.75% | 1.31% | Q2 2021 | Q3 2022 | 6 |
EMERALD ADVISERS, LLC | 6 | 6 | 0.38% | 1.20% | 1.49% | Q4 2020 | Q1 2022 | 6 |
Steward Partners Investment Advisory, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Atom Investors LP | 2 | 1 | 0.04% | 0.21% | 0.45% | Q1 2021 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FIRST TRUST ADVISORS LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Alberta Investment Management Corp | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Newtyn Management, LLC | 4 | 1 | 1.05% | 7.10% | 9.40% | Q4 2020 | Q1 2023 | 5 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
MOODY ALDRICH PARTNERS LLC | 5 | 5 | 0.65% | 0.93% | 1.08% | Q4 2021 | Q4 2022 | 5 |
Mount Capital Ltd | 5 | 5 | 0.73% | 0.83% | 1.01% | Q4 2021 | Q4 2022 | 5 |
Allworth Financial LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 5 | 5 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q1 2023 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA ADVISERS, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q1 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Brandywine Global Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CWM, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 5 |
Knott David M Jr | 3 | 2 | 0.02% | 0.54% | 1.30% | Q4 2021 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.23% | 0.27% | 0.32% | Q4 2020 | Q4 2021 | 5 |
Csenge Advisory Group | 5 | 5 | 0.03% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 5 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 1 | 0.22% | 0.62% | 1.73% | Q4 2020 | Q3 2023 | 4 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DekaBank Deutsche Girozentrale | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Portolan Capital Management | 4 | 4 | 0.14% | 0.18% | 0.30% | Q4 2020 | Q3 2021 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KNOTT DAVID M | 4 | 4 | 1.40% | 1.50% | 1.65% | Q4 2020 | Q3 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.44% | 0.67% | 0.84% | Q1 2022 | Q4 2022 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
RPg Family Wealth Advisory, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Cannell & Co. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
NinePointTwo Capital LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.04% | 0.16% | Q4 2020 | Q2 2022 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Capital Research Global Investors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.09% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 4 |
BHZ CAPITAL MANAGEMENT, LP | 3 | 3 | 0.22% | 0.88% | 1.30% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
RAYMOND JAMES & ASSOCIATES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q2 2021 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q2 2021 | 3 |
ROYCE & ASSOCIATES LP | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
State of Wyoming | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
BANK OF MONTREAL /CAN/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q1 2023 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2022 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
TWO SIGMA INVESTMENTS, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
Handelsbanken Fonder AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
TD ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Silicon Valley Capital Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Ziegler Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
Pinnacle Wealth Planning Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Sciencast Management LP | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.08% | 0.11% | 0.13% | Q2 2022 | Q3 2022 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Stilwell Value LLC | 2 | 2 | 2.46% | 2.53% | 2.59% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Numerai GP LLC | 2 | 2 | 0.19% | 0.57% | 0.96% | Q1 2023 | Q2 2023 | 2 |
HSBC HOLDINGS PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Guardian Wealth Management, Inc. | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Full18 Capital LLC | 2 | 2 | 0.24% | 0.31% | 0.38% | Q4 2020 | Q1 2021 | 2 |
Enterprise Bank & Trust Co | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2022 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Silvant Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Allianz Asset Management GmbH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Gillson Capital LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2023 | Q1 2023 | 1 |
TRUIST FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
One Fin Capital Management LP | 1 | 1 | 6.13% | 6.13% | 6.13% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2021 | Q4 2021 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own EASTERN BANKSHARES INC or have owned EASTERN BANKSHARES INC in the past.