Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.00% | 0.03% | Q4 2010 | Q3 2022 | 48 |
GOLDMAN SACHS GROUP INC | 33 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 45 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | 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% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2023 | 41 |
BARCLAYS PLC | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
ROYCE & ASSOCIATES LP | 31 | 9 | 0.01% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 35 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
MARTINGALE ASSET MANAGEMENT L P | 35 | 5 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Pacific Ridge Capital Partners, LLC | 40 | 40 | 0.17% | 0.32% | 0.47% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Citadel Advisors | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Renaissance Technologies | 35 | 4 | 0.00% | 0.03% | 0.06% | Q4 2013 | Q3 2023 | 39 |
UBS ASSET MANAGEMENT AMERICAS INC | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Boston Partners | 37 | 37 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
ACADIAN ASSET MANAGEMENT LLC | 34 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 36 |
TWO SIGMA ADVISERS, LP | 25 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
PRICE T ROWE ASSOCIATES INC /MD/ | 32 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 28 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 35 | 35 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 35 |
VOYA INVESTMENT MANAGEMENT LLC | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
CORNERCAP INVESTMENT COUNSEL INC | 21 | 2 | 0.07% | 0.21% | 0.34% | Q2 2013 | Q3 2023 | 34 |
AQR Capital Management | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 3 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q1 2023 | 33 |
Allianz Asset Management GmbH | 32 | 32 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 32 |
D. E. Shaw & Co., Inc. | 23 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 32 |
PANAGORA ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2021 | 32 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 32 | 32 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ALLIANCEBERNSTEIN L.P. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 23 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 30 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
AMERICAN CENTURY COMPANIES INC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 24 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 29 |
Euclidean Technologies Management, LLC | 28 | 28 | 1.51% | 2.04% | 2.71% | Q2 2016 | Q1 2023 | 28 |
PRELUDE CAPITAL MANAGEMENT, LLC | 22 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2019 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 28 |
IFP Advisors, Inc | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 28 |
SG Americas Securities, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2022 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
FMR LLC | 21 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 26 |
NISA INVESTMENT ADVISORS, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 25 |
BANK OF MONTREAL /CAN/ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 25 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
QS Investors, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2021 | 24 |
Russell Investments Group, Ltd. | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 10 | 6 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2020 | 23 |
Alberta Investment Management Corp | 17 | 6 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 23 |
Aperio Group, LLC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 23 |
PRUDENTIAL FINANCIAL INC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 23 |
STRS OHIO | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 21 |
First Horizon Advisors, Inc. | 13 | 2 | 0.00% | 0.10% | 0.31% | Q1 2012 | Q1 2021 | 20 |
FineMark National Bank & Trust | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 20 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 20 |
Cedar Wealth Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 20 |
Campbell & CO Investment Adviser LLC | 7 | 1 | 0.03% | 0.24% | 0.76% | Q1 2016 | Q3 2023 | 20 |
Scott & Selber, Inc. | 20 | 20 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2018 | 20 |
Geneos Wealth Management Inc. | 10 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
Parallel Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Robeco Institutional Asset Management B.V. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.05% | 0.10% | 0.14% | Q4 2017 | Q2 2022 | 19 |
SIGNATUREFD, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
SMITH ASSET MANAGEMENT GROUP LP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
BESSEMER GROUP INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2020 | 17 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.20% | Q3 2015 | Q3 2023 | 17 |
Shamrock Asset Management LLC | 17 | 17 | 0.00% | 0.15% | 0.68% | Q2 2013 | Q2 2017 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
HSBC HOLDINGS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 14 | 1 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q2 2020 | 17 |
KENNEDY CAPITAL MANAGEMENT LLC | 11 | 5 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q2 2017 | 16 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 3 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2022 | 16 |
DENALI ADVISORS LLC | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 16 |
GLOBEFLEX CAPITAL L P | 14 | 2 | 0.00% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 16 |
PUTNAM INVESTMENTS LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NAVELLIER & ASSOCIATES INC | 15 | 15 | 0.06% | 0.09% | 0.17% | Q4 2016 | Q2 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 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 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 15 |
PEAK6 Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
McIlrath & Eck, LLC | 8 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 15 |
NORGES BANK | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q1 2016 | 15 |
TCI Wealth Advisors, Inc. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.12% | 0.40% | Q1 2015 | Q2 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
LAZARD ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Alambic Investment Management, L.P. | 12 | 2 | 0.13% | 0.36% | 0.80% | Q4 2015 | Q3 2019 | 14 |
Creative Planning | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 14 |
QUADRANT CAPITAL GROUP LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Brandywine Global Investment Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 13 |
LOOMIS SAYLES & CO L P | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
ROCKY MOUNTAIN ADVISERS, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2019 | 13 |
ENVESTNET ASSET MANAGEMENT INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
ALPS ADVISORS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Unison Advisors LLC | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
KILLEN GROUP INC | 12 | 12 | 1.38% | 2.47% | 3.33% | Q2 2013 | Q1 2016 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2015 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bowling Portfolio Management LLC | 8 | 2 | 0.07% | 0.18% | 0.27% | Q3 2016 | Q2 2020 | 12 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 8 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 12 |
WINTON GROUP Ltd | 11 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 12 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2020 | 11 |
RAYMOND JAMES & ASSOCIATES | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Tanglewood Wealth Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2022 | 11 |
Cetera Advisors LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2018 | 11 |
APG Asset Management N.V. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
MBM Wealth Consultants, LLC | 11 | 11 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 11 |
OXFORD ASSET MANAGEMENT LLP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Sterling Capital Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
AJO, LP | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2020 | 10 |
FIRST QUADRANT LLC/CA | 7 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 10 |
Glassman Wealth Services | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 10 |
MEEDER ASSET MANAGEMENT INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Jupiter Investment Management Ltd | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 9 |
DUBUQUE BANK & TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Cetera Investment Advisers | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
LOMBARDIA CAPITAL PARTNERS LLC | 9 | 9 | 0.34% | 0.43% | 0.56% | Q2 2013 | Q2 2015 | 9 |
HM PAYSON & CO | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
CHICAGO EQUITY PARTNERS LLC | 5 | 4 | 0.03% | 0.06% | 0.08% | Q3 2015 | Q1 2018 | 9 |
Patriot Financial Group Insurance Agency, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Piermont Capital Management Inc. | 9 | 9 | 0.31% | 0.39% | 0.51% | Q3 2016 | Q3 2018 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 8 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 8 |
Brookmont Capital Management | 8 | 8 | 0.16% | 1.78% | 2.59% | Q2 2013 | Q1 2015 | 8 |
PRENTISS SMITH & CO INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 8 |
GLENMEDE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 8 |
SECOR Capital Advisors, LP | 3 | 1 | 0.03% | 0.16% | 0.50% | Q4 2013 | Q3 2018 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 8 | 0.22% | 0.29% | 0.32% | Q2 2013 | Q1 2015 | 8 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CLARK ESTATES INC/NY | 8 | 8 | 0.39% | 0.49% | 0.59% | Q1 2019 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
EMC Capital Management | 7 | 7 | 0.02% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 7 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q1 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TFS CAPITAL LLC | 5 | 1 | 0.01% | 0.09% | 0.28% | Q4 2013 | Q2 2016 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CAXTON ASSOCIATES LP | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2022 | 7 |
PREMIER ASSET MANAGEMENT LLC | 7 | 7 | 0.10% | 0.13% | 0.17% | Q4 2014 | Q2 2016 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 0.44% | 0.58% | 0.69% | Q2 2014 | Q4 2015 | 7 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.18% | 0.20% | 0.22% | Q3 2017 | Q1 2019 | 7 |
Zebra Capital Management LLC | 6 | 6 | 0.22% | 0.68% | 1.12% | Q3 2019 | Q4 2020 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 6 | 6 | 0.02% | 0.11% | 0.16% | Q2 2015 | Q3 2016 | 6 |
ClariVest Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2016 | 6 |
AMP Capital Investors Ltd | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2020 | 6 |
Steward Partners Investment Advisory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.11% | 0.34% | Q1 2016 | Q2 2017 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.09% | 0.13% | 0.19% | Q4 2013 | Q1 2015 | 6 |
Front Row Advisors LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 6 |
Quantbot Technologies LP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BAILARD, INC. | 2 | 1 | 0.01% | 0.08% | 0.37% | Q4 2015 | Q2 2023 | 6 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2009 | Q2 2011 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2017 | 6 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 6 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 6 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 5 |
Wellington Shields Capital Management, LLC | 5 | 5 | 0.02% | 0.06% | 0.07% | Q2 2014 | Q2 2015 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Man Group plc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2020 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
ProShare Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 5 |
Numeric Investors LLC | 5 | 5 | 0.02% | 0.10% | 0.16% | Q2 2015 | Q2 2016 | 5 |
LUCUS ADVISORS LLC | 5 | 5 | 0.23% | 0.27% | 0.30% | Q2 2015 | Q2 2016 | 5 |
Capital Analysts, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
AHL Partners LLP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2022 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.02% | 0.10% | 0.39% | Q4 2013 | Q1 2017 | 5 |
Polaris Capital Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 4 | 4 | 0.70% | 1.14% | 1.95% | Q2 2015 | Q1 2016 | 4 |
KBC Group NV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.99% | 1.03% | 1.08% | Q3 2015 | Q2 2016 | 4 |
WHITEBOX ADVISORS LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2014 | Q4 2014 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2017 | Q3 2018 | 4 |
Summit Global Investments | 4 | 4 | 0.05% | 0.09% | 0.13% | Q3 2019 | Q2 2020 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
C M BIDWELL & ASSOCIATES LTD | 3 | 1 | 0.00% | 0.07% | 0.14% | Q3 2016 | Q2 2018 | 4 |
Hutchin Hill Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
SHELL ASSET MANAGEMENT CO | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2015 | 4 |
WASATCH ADVISORS LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 4 |
Rotella Capital Management, Inc. | 1 | 1 | 0.07% | 0.32% | 0.63% | Q4 2013 | Q3 2015 | 4 |
Bruce & Co., Inc. | 4 | 4 | 0.35% | 0.75% | 0.96% | Q1 2015 | Q4 2015 | 4 |
STIFEL FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
LPL Financial LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Vestcor Inc | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.43% | 0.77% | 1.08% | Q1 2015 | Q4 2015 | 4 |
COOKE & BIELER LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2014 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 0.79% | 0.87% | 0.94% | Q4 2022 | Q3 2023 | 4 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2019 | 4 |
Graham Capital Management, L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2016 | Q1 2017 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.03% | 0.10% | 0.14% | Q4 2015 | Q4 2016 | 3 |
Walthausen & Co., LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q2 2013 | Q4 2013 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 3 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q4 2013 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q4 2013 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
CIGNA INVESTMENTS INC /NEW | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Garrison Asset Management, LLC | 3 | 3 | 0.84% | 0.95% | 1.03% | Q2 2013 | Q4 2013 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.17% | 0.25% | Q1 2016 | Q4 2016 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Capital Research Global Investors | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hodges Capital Management Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2017 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cubist Systematic Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Asset Management One Co., Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.35% | 0.43% | 0.50% | Q1 2014 | Q2 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
DEERE & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2016 | Q2 2016 | 2 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q1 2015 | Q2 2016 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
DELPHI MANAGEMENT INC /MA/ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q2 2023 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Penn Mutual Asset Management, LLC | 2 | 2 | 0.93% | 0.97% | 1.01% | Q2 2023 | Q3 2023 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Uniplan Investment Counsel, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q3 2015 | 2 |
EAM Investors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2015 | Q1 2016 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2019 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2015 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Grandmaster Capital Management LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2014 | Q2 2014 | 1 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ativo Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
AVIVA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Global Retirement Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Hoese & Co LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WCM INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2015 | Q3 2015 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2018 | Q3 2018 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
EA Series Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Opus Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ENNIS INC or have owned ENNIS INC in the past.