Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 17 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 17 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 9 |
IFP Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
BARCLAYS PLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 7 |
Russell Investments Group, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OSAIC HOLDINGS, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
South Dakota Investment Council | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.69% | 2.07% | 2.42% | Q2 2022 | Q3 2023 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SEI INVESTMENTS CO | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
JPMORGAN CHASE & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 6 | 6 | 0.17% | 0.23% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Boston Trust Walden Corp | 6 | 6 | 0.03% | 0.18% | 0.41% | Q2 2022 | Q3 2023 | 6 |
UBS Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Arizona State Retirement System | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NATIXIS ADVISORS, L.P. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIRST MANHATTAN CO. LLC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MetLife Investment Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Stephens Investment Management Group LLC | 6 | 6 | 0.46% | 0.60% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Utah Retirement Systems | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AMERICAN INTERNATIONAL GROUP, INC. | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Invesco Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
WELLS FARGO & COMPANY/MN | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
GOLDMAN SACHS GROUP INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FRANKLIN RESOURCES INC | 6 | 6 | 0.02% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 6 |
AMERICAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.09% | 0.27% | 0.68% | Q2 2022 | Q3 2023 | 6 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.14% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
CITIGROUP INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Aristotle Capital Boston, LLC | 6 | 6 | 0.62% | 0.83% | 1.04% | Q2 2022 | Q3 2023 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 6 | 6 | 0.19% | 0.38% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIFTH THIRD BANCORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
STATE STREET CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Advisor OS, LLC | 6 | 6 | 0.12% | 0.16% | 0.23% | Q2 2022 | Q3 2023 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Treasurer of the State of North Carolina | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
First Horizon Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Retirement Systems of Alabama | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 6 | 0.03% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Precision Wealth Strategies, LLC | 6 | 6 | 0.23% | 0.35% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Fiera Capital Corp | 6 | 6 | 0.09% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.21% | 0.29% | 0.36% | Q2 2022 | Q3 2023 | 6 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RHUMBLINE ADVISERS | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Swiss National Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.12% | 0.16% | 0.19% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Nuveen Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Exchange Capital Management, Inc. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
XPONANCE, INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Polen Capital Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Crossmark Global Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
State of Alaska, Department of Revenue | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MACQUARIE GROUP LTD | 6 | 6 | 0.00% | 0.04% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
FMR LLC | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RMB Capital Management, LLC | 6 | 6 | 0.11% | 0.14% | 0.16% | Q2 2022 | Q3 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Louisiana State Employees Retirement System | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Meridian Financial Partners LLC | 6 | 6 | 0.19% | 0.37% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SIGNATUREFD, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ALLIANCEBERNSTEIN L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CI INVESTMENTS INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
KBC Group NV | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
JANUS HENDERSON GROUP PLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
MML INVESTORS SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AMERICAN CENTURY COMPANIES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Two Creeks Capital Management, LP | 6 | 6 | 1.59% | 4.04% | 6.90% | Q2 2022 | Q3 2023 | 6 |
DEUTSCHE BANK AG\ | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
LORD, ABBETT & CO. LLC | 6 | 6 | 0.07% | 0.21% | 0.48% | Q2 2022 | Q3 2023 | 6 |
US BANCORP \DE\ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 6 |
WILKINS INVESTMENT COUNSEL INC | 6 | 6 | 0.28% | 0.37% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 2.53% | 3.62% | 4.55% | Q2 2022 | Q3 2023 | 6 |
Ensign Peak Advisors, Inc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HUNTINGTON NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 6 | 0.46% | 0.91% | 1.29% | Q2 2022 | Q3 2023 | 6 |
Daiwa Securities Group Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Robeco Institutional Asset Management B.V. | 6 | 6 | 0.01% | 0.09% | 0.20% | Q2 2022 | Q3 2023 | 6 |
BlackRock Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Legal & General Group Plc | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atria Investments, Inc | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
STIFEL FINANCIAL CORP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
PNC FINANCIAL SERVICES GROUP, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AMERIPRISE FINANCIAL INC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.09% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 6 | 0.18% | 0.23% | 0.30% | Q2 2022 | Q3 2023 | 6 |
NORTHERN TRUST CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Covestor Ltd | 6 | 6 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
HighTower Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES & ASSOCIATES | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
YOUSIF CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
ProShare Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 6 |
M&T BANK CORP | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2022 | Q3 2023 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
PRUDENTIAL FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Valley Forge Capital Management, LP | 6 | 6 | 1.44% | 1.69% | 2.06% | Q2 2022 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tower Research Capital LLC (TRC) | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Capital Research Global Investors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Fisher Asset Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
NISA INVESTMENT ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
DIMENSIONAL FUND ADVISORS LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FEDERATED HERMES, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 6 | 0.16% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
BESSEMER GROUP INC | 6 | 6 | 0.00% | 0.07% | 0.20% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ameritas Investment Partners, Inc. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ClearBridge Investments | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MILLENNIUM MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SIT INVESTMENT ASSOCIATES INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Pertento Partners LLP | 6 | 6 | 5.81% | 7.40% | 10.64% | Q2 2022 | Q3 2023 | 6 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ROYAL BANK OF CANADA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ARGENT CAPITAL MANAGEMENT LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.15% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
TEXAS PERMANENT SCHOOL FUND CORP | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BANK OF AMERICA CORP /DE/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.26% | 0.32% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Glassman Wealth Services | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
BANK OF MONTREAL /CAN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
TimesSquare Capital Management, LLC | 5 | 5 | 0.67% | 0.74% | 0.84% | Q3 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Woodline Partners LP | 5 | 5 | 0.07% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Assenagon Asset Management S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 5 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Garrison Asset Management, LLC | 5 | 5 | 0.25% | 0.32% | 0.40% | Q3 2022 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.06% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Blue Zone Wealth Advisors, LLC | 5 | 5 | 0.18% | 0.23% | 0.26% | Q2 2022 | Q2 2023 | 5 |
PANAGORA ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SHELL ASSET MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q2 2023 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Snider Financial Group | 5 | 5 | 1.24% | 1.61% | 2.01% | Q3 2022 | Q3 2023 | 5 |
AQR Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
D. E. Shaw & Co., Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 5 |
SG Americas Securities, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
NICHOLS & PRATT ADVISERS LLP /MA | 5 | 5 | 0.04% | 0.09% | 0.25% | Q3 2022 | Q3 2023 | 5 |
DekaBank Deutsche Girozentrale | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VANGUARD GROUP INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT SA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
BAMCO INC /NY/ | 5 | 5 | 0.26% | 0.36% | 0.45% | Q3 2022 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
AXA S.A. | 5 | 5 | 0.08% | 0.13% | 0.17% | Q3 2022 | Q3 2023 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.01% | 0.06% | 0.11% | Q3 2022 | Q3 2023 | 5 |
REGIONS FINANCIAL CORP | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
SEGALL BRYANT & HAMILL, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Candriam S.C.A. | 5 | 5 | 0.03% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 1 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.12% | 0.15% | Q2 2022 | Q2 2023 | 5 |
Vestcor Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
PROFUND ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Gulf International Bank (UK) Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Close Asset Management Ltd | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lindbrook Capital, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Ethic Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
IFM Investors Pty Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.24% | 0.37% | 0.53% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Trust & Banking Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
STRS OHIO | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Versant Capital Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
APG Asset Management N.V. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rivermont Capital Management LP | 4 | 4 | 2.41% | 3.94% | 7.41% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ZACKS INVESTMENT MANAGEMENT | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Activest Wealth Management | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.04% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Korea Investment CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRUDENTIAL PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
EARNEST PARTNERS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Asset Management Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CenterBook Partners LP | 4 | 4 | 0.04% | 0.07% | 0.13% | Q3 2022 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 4 |
MONETA GROUP INVESTMENT ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CULLEN/FROST BANKERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Veritable, L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
RIVERBRIDGE PARTNERS LLC | 3 | 3 | 0.22% | 0.27% | 0.32% | Q2 2022 | Q4 2022 | 3 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Cubist Systematic Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Advisors Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.01% | 0.04% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Polar Capital Holdings Plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Quantum Private Wealth, LLC | 2 | 1 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Red Tortoise LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Sutton Wealth Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
WINTON GROUP Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 1.10% | 1.35% | 1.69% | Q2 2022 | Q4 2022 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 0.49% | 0.67% | 0.87% | Q2 2022 | Q4 2022 | 3 |
NORGES BANK | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q1 2023 | 3 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.28% | 0.34% | 0.42% | Q2 2022 | Q4 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.14% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
CNA FINANCIAL CORP | 3 | 3 | 0.25% | 0.28% | 0.34% | Q2 2022 | Q4 2022 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EAM Global Investors LLC | 3 | 3 | 0.32% | 0.62% | 0.90% | Q2 2022 | Q4 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SYSTM Wealth Solutions LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ArrowMark Colorado Holdings LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q2 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
FORA Capital, LLC | 1 | 1 | 0.07% | 0.13% | 0.18% | Q4 2022 | Q2 2023 | 2 |
Polianta Ltd | 2 | 2 | 0.50% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.55% | 0.68% | 0.81% | Q3 2022 | Q4 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q1 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
WESTPAC BANKING CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Shepherd Financial Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.33% | 0.48% | 0.64% | Q2 2022 | Q3 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Independent Franchise Partners LLP | 2 | 2 | 0.48% | 0.63% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
American Portfolios Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Oribel Capital Management, LP | 1 | 1 | 0.20% | 0.30% | 0.39% | Q2 2022 | Q1 2023 | 2 |
OSSIAM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PITCAIRN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 2 |
FIL Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 1.22% | 1.25% | 1.27% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2022 | 2 |
Edmonds Duncan Registered Investment Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
EATON VANCE MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 2 |
Wealth Alliance | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2022 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Westwind Capital | 2 | 2 | 0.02% | 1.19% | 2.37% | Q1 2023 | Q2 2023 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2022 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Virtu Financial LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
State of Wyoming | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2022 | Q3 2022 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leucadia National | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AGF Investments LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2022 | Q3 2022 | 1 |
KIM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Meiji Yasuda Asset Management Co Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Roberts Wealth Advisors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
SEEYOND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Presidio Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
F/M Investments LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2022 | Q4 2022 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own ASPEN TECHNOLOGY INC or have owned ASPEN TECHNOLOGY INC in the past.