Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 92 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 82 |
Walleye Trading LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 66 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 44 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.02% | 0.11% | 0.57% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Summit Creek Advisors LLC | 41 | 41 | 1.16% | 2.32% | 3.46% | Q3 2013 | Q3 2023 | 41 |
DF DENT & CO INC | 41 | 41 | 0.01% | 0.85% | 1.76% | Q3 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
GEODE CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
FEDERATED HERMES, INC. | 31 | 9 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 40 |
BAMCO INC /NY/ | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Robeco Institutional Asset Management B.V. | 39 | 39 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
US BANCORP \DE\ | 33 | 6 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 32 | 6 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2023 | 38 |
Stephens Investment Management Group LLC | 38 | 38 | 0.30% | 1.16% | 1.69% | Q2 2014 | Q3 2023 | 38 |
PRINCIPAL FINANCIAL GROUP INC | 26 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
ROYAL BANK OF CANADA | 30 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 28 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 37 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 16 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.04% | 0.10% | 0.19% | Q4 2014 | Q3 2023 | 36 |
LOOMIS SAYLES & CO L P | 28 | 8 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q2 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
FRANKLIN RESOURCES INC | 33 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 35 |
NORGES BANK | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2022 | 35 |
Mariner, LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
ROYCE & ASSOCIATES LP | 25 | 9 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
BROWN ADVISORY INC | 15 | 5 | 0.00% | 0.08% | 0.16% | Q1 2014 | Q3 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 33 |
KING LUTHER CAPITAL MANAGEMENT CORP | 30 | 2 | 0.00% | 0.06% | 0.12% | Q1 2015 | Q3 2023 | 32 |
Hanlon Investment Management, Inc. | 19 | 13 | 0.22% | 2.03% | 11.97% | Q1 2014 | Q3 2023 | 32 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
Global Alpha Capital Management Ltd. | 30 | 1 | 0.87% | 1.87% | 2.89% | Q2 2013 | Q3 2023 | 31 |
SCOUT INVESTMENTS, INC. | 31 | 31 | 0.06% | 0.13% | 0.20% | Q1 2016 | Q3 2023 | 31 |
Van Berkom & Associates Inc. | 31 | 31 | 0.47% | 2.94% | 19.14% | Q1 2016 | Q3 2023 | 31 |
Alley Co LLC | 30 | 30 | 0.07% | 0.21% | 0.46% | Q3 2014 | Q4 2021 | 30 |
NISA INVESTMENT ADVISORS, LLC | 21 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
SG Americas Securities, LLC | 24 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 30 |
CRAMER ROSENTHAL MCGLYNN LLC | 29 | 29 | 0.14% | 0.68% | 1.81% | Q3 2016 | Q3 2023 | 29 |
STRS OHIO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 29 |
HUNTINGTON NATIONAL BANK | 25 | 4 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2023 | 29 |
ASHFORD CAPITAL MANAGEMENT INC | 29 | 29 | 0.05% | 1.38% | 2.70% | Q2 2013 | Q2 2020 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 25 | 3 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 28 |
Radnor Capital Management, LLC | 27 | 27 | 0.07% | 0.14% | 0.21% | Q4 2016 | Q2 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 25 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 27 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 27 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 10 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 26 |
ADVENT INTERNATIONAL, L.P. | 26 | 26 | 0.01% | 2.12% | 8.22% | Q1 2017 | Q2 2023 | 26 |
WASATCH ADVISORS LP | 26 | 26 | 0.13% | 0.95% | 1.74% | Q2 2013 | Q3 2019 | 26 |
AQR Capital Management | 13 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 26 |
TimesSquare Capital Management, LLC | 14 | 1 | 0.12% | 0.47% | 0.90% | Q4 2013 | Q2 2022 | 26 |
JANE STREET GROUP, LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q2 2014 | Q3 2023 | 26 |
Nuveen Asset Management, LLC | 18 | 7 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 25 |
SIGNATUREFD, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 25 |
AMALGAMATED BANK | 20 | 5 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 25 |
QUADRANT CAPITAL GROUP LLC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Champlain Investment Partners, LLC | 18 | 6 | 0.20% | 0.40% | 0.60% | Q1 2016 | Q4 2022 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 24 |
Fiera Capital Corp | 24 | 24 | 0.00% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 24 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Asset Management One Co., Ltd. | 15 | 9 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 24 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 24 |
Janney Montgomery Scott LLC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 23 |
OAK RIDGE INVESTMENTS LLC | 22 | 22 | 0.44% | 0.86% | 1.18% | Q1 2017 | Q2 2022 | 22 |
GREENWOOD CAPITAL ASSOCIATES LLC | 20 | 2 | 0.05% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 22 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 22 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Whetstone Capital Advisors, LLC | 21 | 21 | 2.20% | 5.12% | 9.54% | Q3 2015 | Q3 2020 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 21 | 21 | 0.12% | 0.16% | 0.20% | Q3 2017 | Q3 2022 | 21 |
SEGALL BRYANT & HAMILL, LLC | 21 | 21 | 0.03% | 0.07% | 0.15% | Q2 2018 | Q2 2023 | 21 |
Brown Capital Management | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 21 |
MACQUARIE GROUP LTD | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.05% | 1.08% | 1.74% | Q2 2013 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 21 |
Zions Bancorporation, N.A. | 20 | 20 | 0.03% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 8 | 5 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q1 2021 | 20 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 20 |
Versant Capital Management, Inc | 14 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2023 | 20 |
Hartford Financial Management Inc. | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 19 |
NICHOLAS COMPANY, INC. | 19 | 19 | 0.04% | 0.10% | 0.16% | Q2 2015 | Q4 2019 | 19 |
GUGGENHEIM CAPITAL LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q4 2017 | 19 |
AXA S.A. | 18 | 18 | 0.01% | 0.05% | 0.14% | Q3 2018 | Q4 2022 | 18 |
ARGENT CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ClariVest Asset Management LLC | 18 | 18 | 0.04% | 0.11% | 0.19% | Q4 2017 | Q1 2022 | 18 |
COMERICA BANK | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Diversified Trust Co | 14 | 1 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q3 2022 | 18 |
PEREGRINE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.20% | 0.51% | 0.97% | Q3 2016 | Q4 2020 | 18 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 12 | 6 | 0.03% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 18 |
BESSEMER GROUP INC | 14 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2017 | 18 |
HSBC HOLDINGS PLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
JFS WEALTH ADVISORS, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
IMA Wealth, Inc. | 17 | 17 | 0.33% | 0.64% | 0.98% | Q3 2019 | Q3 2023 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 17 |
Asset Dedication, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
First Horizon Advisors, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.01% | 0.06% | 0.09% | Q3 2018 | Q3 2022 | 17 |
GLENMEDE TRUST CO NA | 13 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 17 |
Holocene Advisors, LP | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
Man Group plc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 16 |
Private Capital Group, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2021 | 16 |
S.A. Mason LLC | 16 | 16 | 0.23% | 0.45% | 0.67% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q1 2017 | 16 |
Parallel Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 16 |
Parallax Volatility Advisers, L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 16 |
FIL Ltd | 15 | 15 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2023 | 15 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.08% | 0.13% | 0.18% | Q1 2020 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
WADDELL & REED FINANCIAL INC | 14 | 1 | 0.01% | 0.08% | 0.12% | Q3 2015 | Q4 2020 | 15 |
MML INVESTORS SERVICES, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
TIVERTON ASSET MANAGEMENT LLC | 11 | 4 | 0.00% | 0.20% | 0.51% | Q3 2015 | Q3 2019 | 15 |
OppenheimerFunds, Inc. | 9 | 6 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 10 | 5 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2021 | 15 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
NATIXIS | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 14 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Employees Retirement System of Texas | 13 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q2 2022 | 14 |
PITTENGER & ANDERSON INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2021 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 13 | 13 | 0.03% | 0.10% | 0.23% | Q4 2017 | Q4 2020 | 13 |
GLOBEFLEX CAPITAL L P | 7 | 6 | 0.06% | 0.11% | 0.22% | Q4 2013 | Q2 2019 | 13 |
Echo Street Capital Management LLC | 8 | 5 | 0.04% | 0.65% | 1.16% | Q3 2018 | Q4 2022 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.02% | 0.04% | 0.04% | Q2 2020 | Q2 2023 | 13 |
AMI ASSET MANAGEMENT CORP | 13 | 13 | 0.18% | 0.30% | 0.40% | Q3 2020 | Q3 2023 | 13 |
ArrowMark Colorado Holdings LLC | 13 | 13 | 0.08% | 0.17% | 0.29% | Q1 2016 | Q1 2019 | 13 |
Psagot Value Holdings Ltd. | 11 | 2 | 0.01% | 0.01% | 0.05% | Q1 2018 | Q3 2021 | 13 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 13 |
Tygh Capital Management, Inc. | 4 | 3 | 0.20% | 0.87% | 1.65% | Q2 2013 | Q4 2018 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
CARILLON TOWER ADVISERS, INC. | 12 | 12 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q4 2020 | 12 |
GW&K Investment Management, LLC | 12 | 12 | 0.00% | 0.20% | 0.36% | Q2 2019 | Q1 2022 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2020 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2023 | 12 |
AlphaCrest Capital Management LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q3 2019 | Q2 2022 | 12 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2022 | 12 |
MAIRS & POWER INC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q1 2023 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.21% | Q2 2015 | Q4 2022 | 12 |
Procyon Advisors, LLC | 9 | 3 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 12 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 12 |
Cortina Asset Management, LLC | 6 | 1 | 0.18% | 0.29% | 0.40% | Q2 2013 | Q2 2019 | 12 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 12 |
OBERWEIS ASSET MANAGEMENT INC/ | 9 | 2 | 0.39% | 1.00% | 2.18% | Q2 2013 | Q2 2019 | 11 |
DUNCKER STREETT & CO INC | 11 | 11 | 0.00% | 0.02% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 11 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q2 2020 | 11 |
Hudock, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 11 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 11 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2022 | 11 |
PANAGORA ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.08% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CAMBIAR INVESTORS LLC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2019 | 11 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 11 |
WALL STREET ASSOCIATES | 11 | 11 | 0.12% | 0.46% | 1.46% | Q2 2013 | Q4 2015 | 11 |
Gotham Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2020 | 11 |
Keebeck Wealth Management, LLC | 10 | 10 | 0.02% | 0.10% | 0.52% | Q4 2019 | Q1 2022 | 10 |
SECURIAN ASSET MANAGEMENT, INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 10 |
CREDIT AGRICOLE S A | 6 | 4 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2019 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2020 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2020 | 10 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2022 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.08% | 0.12% | 0.16% | Q1 2019 | Q2 2021 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PUTNAM INVESTMENTS LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2019 | 10 |
Louisiana State Employees Retirement System | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WINTON GROUP Ltd | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 10 |
State of Alaska, Department of Revenue | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
XPONANCE, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 7 | 3 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q4 2020 | 10 |
Retirement Systems of Alabama | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q1 2021 | 10 |
Impactive Capital LP | 10 | 10 | 8.16% | 9.64% | 11.72% | Q2 2021 | Q3 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2022 | 10 |
TEXAS PERMANENT SCHOOL FUND CORP | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Glen Harbor Capital Management LLC | 6 | 4 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 10 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2018 | 10 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.06% | 0.19% | Q2 2015 | Q4 2021 | 10 |
NEXT CENTURY GROWTH INVESTORS LLC | 9 | 1 | 0.00% | 0.65% | 1.10% | Q2 2013 | Q3 2016 | 10 |
Ranger Investment Management | 10 | 10 | 0.77% | 1.57% | 2.82% | Q2 2013 | Q3 2015 | 10 |
Elkfork Partners LLC | 6 | 4 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2019 | 10 |
EAM Investors, LLC | 4 | 1 | 0.21% | 0.33% | 0.44% | Q2 2013 | Q2 2019 | 10 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
D.A. DAVIDSON & CO. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 10 |
Flinton Capital Management LLC | 6 | 4 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2019 | 10 |
WESTWOOD MANAGEMENT CORP /IL/ | 9 | 1 | 0.08% | 0.25% | 0.34% | Q2 2013 | Q3 2018 | 10 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
abrdn plc | 10 | 10 | 0.00% | 0.09% | 0.23% | Q2 2019 | Q3 2021 | 10 |
Ensign Peak Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Meadow Creek Investment Management LLC | 6 | 4 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 10 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
NATIXIS ADVISORS, L.P. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Aperio Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 3 | 0.08% | 0.17% | 0.25% | Q2 2018 | Q3 2020 | 9 |
Blueport Capital, L.P. | 9 | 9 | 2.45% | 4.82% | 7.52% | Q4 2016 | Q4 2018 | 9 |
Three Corner Global Investors LP | 6 | 3 | 1.58% | 5.25% | 8.72% | Q4 2015 | Q1 2018 | 9 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2022 | 9 |
Worth Venture Partners, LLC | 9 | 9 | 0.37% | 0.79% | 1.22% | Q1 2021 | Q1 2023 | 9 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
WEATHERBIE CAPITAL, LLC | 9 | 9 | 0.04% | 2.06% | 3.09% | Q2 2013 | Q2 2015 | 9 |
Center for Financial Planning, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
FINANCIAL CONSULATE, INC | 9 | 9 | 1.39% | 1.72% | 2.10% | Q2 2017 | Q2 2019 | 9 |
Lyon Street Capital, LLC | 8 | 1 | 0.89% | 2.44% | 3.44% | Q1 2014 | Q2 2019 | 9 |
1st Global Advisors, Inc. | 5 | 4 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q2 2017 | 9 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q3 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.02% | 0.07% | 0.09% | Q3 2020 | Q2 2023 | 9 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.12% | 0.20% | Q4 2016 | Q2 2022 | 9 |
TCW GROUP INC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q3 2015 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Quantinno Capital Management LP | 9 | 9 | 0.04% | 0.30% | 0.52% | Q2 2020 | Q2 2022 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 9 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2020 | 9 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Cupps Capital Management, LLC | 8 | 8 | 0.00% | 1.37% | 2.68% | Q2 2014 | Q1 2016 | 8 |
Neuberger Berman Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2020 | 8 |
Capital Impact Advisors, LLC | 8 | 8 | 0.09% | 0.32% | 0.51% | Q1 2015 | Q4 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.12% | 0.34% | Q3 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 8 |
Portman Square Capital LLP | 4 | 4 | 0.07% | 0.43% | 1.36% | Q4 2022 | Q3 2023 | 8 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2022 | 8 |
TRUIST FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
P2 Capital Partners, LLC | 8 | 8 | 0.96% | 1.80% | 3.09% | Q3 2021 | Q2 2023 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q2 2018 | 8 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 8 | 8 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Front Row Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
People's United Financial, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Lee Financial Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2018 | 8 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
RENAISSANCE GROUP LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q1 2021 | 8 |
Crossmark Global Holdings, Inc. | 5 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 8 |
Inspire Investing, LLC | 7 | 1 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 8 |
Polen Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Select Equity Group, L.P. | 5 | 2 | 0.00% | 0.15% | 0.33% | Q4 2018 | Q1 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MSI Financial Services Inc | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 7 |
SUNTRUST BANKS INC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 7 |
Penserra Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2018 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 7 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 7 |
PB INVESTMENT PARTNERS, L.P. | 7 | 7 | 0.40% | 8.31% | 13.82% | Q4 2021 | Q2 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.09% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 7 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 7 |
First Personal Financial Services | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 7 |
York Capital Management Global Advisors, LLC | 6 | 1 | 0.32% | 1.22% | 1.97% | Q3 2019 | Q2 2021 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.04% | 0.10% | Q3 2019 | Q2 2023 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2018 | 7 |
Roundview Capital LLC | 4 | 3 | 0.03% | 0.08% | 0.12% | Q1 2019 | Q3 2022 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 7 |
Pacer Advisors, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 6 |
DLD Asset Management, LP | 6 | 6 | 0.09% | 0.14% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Spyglass Capital Management LLC | 6 | 6 | 2.10% | 2.81% | 3.39% | Q4 2018 | Q1 2020 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 0.24% | 1.89% | 3.16% | Q2 2015 | Q4 2022 | 6 |
REGIONS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 6 |
Glassman Wealth Services | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
M Holdings Securities, Inc. | 6 | 6 | 0.08% | 0.17% | 0.24% | Q1 2019 | Q2 2020 | 6 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q1 2018 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
ADVISORY RESEARCH INC | 3 | 1 | 0.03% | 0.06% | 0.11% | Q3 2017 | Q3 2020 | 6 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q2 2018 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VISTA FINANCE, LLC | 6 | 6 | 0.86% | 1.20% | 1.48% | Q2 2022 | Q3 2023 | 6 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 6 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.00% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
REGATTA CAPITAL GROUP, LLC | 6 | 6 | 0.38% | 0.44% | 0.51% | Q4 2021 | Q1 2023 | 6 |
Sciencast Management LP | 4 | 1 | 0.05% | 0.16% | 0.35% | Q4 2019 | Q4 2021 | 6 |
McIlrath & Eck, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2020 | 6 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2022 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TFS CAPITAL LLC | 4 | 1 | 0.05% | 0.19% | 0.33% | Q2 2013 | Q4 2015 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.05% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 6 |
Family Management Corp | 6 | 6 | 0.84% | 1.02% | 1.16% | Q1 2019 | Q2 2020 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2022 | 6 |
Harbor Spring Capital, LLC | 6 | 6 | 3.16% | 5.26% | 8.92% | Q1 2022 | Q2 2023 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.01% | 0.05% | 0.06% | Q1 2020 | Q2 2021 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Granahan Investment Management | 6 | 6 | 0.08% | 0.10% | 0.19% | Q4 2013 | Q1 2015 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.13% | 0.38% | 0.67% | Q3 2019 | Q2 2022 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.12% | 0.29% | 0.39% | Q4 2019 | Q1 2021 | 6 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q2 2016 | 6 |
AtonRa Partners | 6 | 6 | 0.48% | 0.65% | 0.85% | Q2 2022 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2023 | 5 |
CONTINENTAL ADVISORS LLC | 4 | 1 | 0.07% | 0.22% | 0.38% | Q4 2013 | Q1 2015 | 5 |
WMS Partners, LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2021 | 5 |
Fieldpoint Private Securities, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q4 2020 | 5 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q4 2020 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.03% | 0.10% | 0.31% | Q4 2017 | Q1 2020 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
SJS Investment Consulting Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 1 | 0.01% | 0.22% | 0.38% | Q4 2013 | Q1 2015 | 5 |
PINNACLE ASSOCIATES LTD | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.06% | 0.18% | 0.44% | Q1 2020 | Q3 2023 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.11% | 0.18% | 0.24% | Q4 2013 | Q2 2015 | 5 |
Clear Harbor Asset Management, LLC | 5 | 5 | 0.14% | 0.16% | 0.19% | Q4 2019 | Q4 2020 | 5 |
Yorktown Management & Research Co Inc | 4 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 5 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 5 |
PROFUND ADVISORS LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.03% | 0.06% | 0.11% | Q3 2018 | Q3 2019 | 5 |
FJ Capital Management LLC | 3 | 1 | 0.03% | 0.13% | 0.30% | Q3 2019 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 3 | 2 | 0.03% | 0.11% | 0.16% | Q2 2020 | Q1 2022 | 5 |
Hills Bank & Trust Co | 5 | 5 | 0.03% | 0.09% | 0.12% | Q2 2020 | Q2 2021 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q1 2015 | 5 |
Quantamental Technologies LLC | 3 | 2 | 0.00% | 0.09% | 0.15% | Q4 2018 | Q2 2023 | 5 |
Atom Investors LP | 3 | 1 | 0.13% | 0.33% | 1.02% | Q3 2019 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2022 | 5 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.10% | 0.19% | Q2 2015 | Q4 2020 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MAVERICK CAPITAL LTD | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
CASTLEARK MANAGEMENT LLC | 3 | 2 | 0.22% | 0.27% | 0.32% | Q4 2014 | Q1 2018 | 5 |
BANQUE PICTET & CIE SA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
TURNER INVESTMENTS LLC | 4 | 1 | 0.10% | 0.35% | 1.04% | Q2 2014 | Q3 2017 | 5 |
OMT Capital Management LLC | 5 | 5 | 1.49% | 2.13% | 3.09% | Q2 2013 | Q2 2014 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q2 2019 | 5 |
Capricorn Fund Managers Ltd | 5 | 5 | 0.56% | 0.94% | 1.31% | Q4 2021 | Q4 2022 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2017 | 5 |
STRYCKER VIEW CAPITAL LLC | 3 | 2 | 1.24% | 4.87% | 7.86% | Q1 2017 | Q1 2020 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
State of Tennessee, Treasury Department | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 5 |
Quantitative Investment Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q2 2021 | 4 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q2 2023 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RE Dickinson Investment Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.05% | 0.11% | 0.19% | Q3 2020 | Q3 2022 | 4 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.16% | Q4 2018 | Q1 2022 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 4 |
Marathon Partners Equity Management, LLC | 4 | 4 | 1.43% | 2.74% | 3.61% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
RGM Capital, LLC | 4 | 4 | 1.66% | 2.57% | 3.30% | Q4 2022 | Q3 2023 | 4 |
Greenhouse Funds LLLP | 4 | 4 | 0.92% | 2.97% | 4.58% | Q1 2020 | Q4 2020 | 4 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 4 |
Hutchin Hill Capital, LP | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q4 2017 | 4 |
Hodges Capital Management Inc. | 3 | 1 | 0.39% | 0.45% | 0.48% | Q3 2018 | Q4 2020 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Zions Bancorporation | 2 | 2 | 0.03% | 0.06% | 0.14% | Q3 2017 | Q3 2018 | 4 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.13% | 0.34% | Q1 2016 | Q2 2017 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.54% | 0.70% | 0.79% | Q1 2016 | Q4 2016 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
EARNEST PARTNERS LLC | 4 | 4 | 0.39% | 0.54% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Empyrean Capital Partners, LP | 4 | 4 | 0.45% | 0.50% | 0.58% | Q2 2021 | Q1 2022 | 4 |
Daiwa Securities Group Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.12% | 0.18% | 0.23% | Q4 2013 | Q4 2017 | 4 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.13% | 0.38% | Q1 2021 | Q3 2023 | 4 |
Sutton Wealth Advisors Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Covenant Asset Management, LLC | 4 | 4 | 0.68% | 1.12% | 1.53% | Q2 2019 | Q1 2020 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Baird Financial Group, Inc. | 3 | 1 | 0.00% | 0.05% | 0.21% | Q2 2015 | Q4 2020 | 4 |
Stanley-Laman Group, Ltd. | 4 | 4 | 0.19% | 0.21% | 0.22% | Q1 2020 | Q4 2020 | 4 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Phase 2 Partners, LLC | 2 | 1 | 4.70% | 7.28% | 10.53% | Q4 2022 | Q3 2023 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.15% | 0.22% | 0.28% | Q2 2013 | Q4 2013 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Antara Capital LP | 2 | 2 | 0.27% | 0.35% | 0.45% | Q1 2022 | Q2 2022 | 3 |
1492 Capital Management LLC | 2 | 1 | 0.42% | 0.47% | 0.53% | Q4 2013 | Q2 2022 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2022 | Q1 2023 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2019 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q1 2023 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.09% | 0.18% | 0.24% | Q3 2018 | Q1 2019 | 3 |
MCIA Inc | 3 | 3 | 0.15% | 0.18% | 0.20% | Q4 2020 | Q2 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2022 | 3 |
Roberts Wealth Advisors, LLC | 3 | 3 | 0.54% | 0.56% | 0.58% | Q3 2021 | Q1 2022 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.18% | 0.24% | 0.27% | Q4 2017 | Q2 2022 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 1 | 0.09% | 0.19% | 0.27% | Q2 2013 | Q4 2015 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.04% | 0.08% | 0.10% | Q3 2015 | Q1 2016 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Richard P Slaughter Associates Inc | 3 | 3 | 1.04% | 1.19% | 1.27% | Q4 2019 | Q2 2020 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.07% | 0.19% | Q2 2022 | Q3 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.34% | 1.02% | Q4 2020 | Q3 2021 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2020 | 3 |
North Reef Capital Management LP | 3 | 3 | 0.91% | 1.47% | 1.82% | Q1 2022 | Q3 2022 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 1.32% | 1.33% | 1.35% | Q3 2013 | Q1 2014 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.09% | 0.32% | 0.49% | Q4 2014 | Q1 2018 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.05% | 0.08% | 0.09% | Q3 2013 | Q1 2014 | 3 |
THB ASSET MANAGEMENT | 3 | 3 | 0.18% | 0.20% | 0.23% | Q2 2020 | Q4 2020 | 3 |
PA Capital LLC | 3 | 3 | 0.29% | 0.59% | 0.81% | Q1 2020 | Q3 2020 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q3 2019 | Q2 2022 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q2 2016 | 3 |
Airain ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q1 2017 | 3 |
FRED ALGER MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.28% | 0.46% | Q4 2020 | Q1 2021 | 2 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.26% | 0.34% | Q2 2020 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Herald Investment Management Ltd | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2019 | Q4 2019 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Pier Capital, LLC | 2 | 2 | 1.15% | 1.20% | 1.26% | Q2 2013 | Q3 2013 | 2 |
13D Management LLC | 2 | 2 | 1.30% | 1.98% | 2.66% | Q2 2023 | Q3 2023 | 2 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 2 |
DekaBank Deutsche Girozentrale | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Caprock Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 2 |
SYNOVUS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2022 | 2 |
FolioMetrix LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q1 2015 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2014 | Q2 2014 | 2 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.50% | 0.62% | 0.73% | Q1 2018 | Q2 2018 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
300 NORTH CAPITAL, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
MAZAMA CAPITAL MANAGEMENT INC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oasis Management Co Ltd. | 1 | 1 | 0.05% | 3.42% | 6.78% | Q4 2016 | Q4 2016 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
OSTERWEIS CAPITAL MANAGEMENT INC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2019 | Q1 2020 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 2 | 2 | 0.46% | 0.50% | 0.54% | Q1 2014 | Q2 2014 | 2 |
Indaba Capital Management, L.P. | 2 | 2 | 2.99% | 3.01% | 3.04% | Q2 2022 | Q3 2022 | 2 |
Global Financial Private Capital, Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2017 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Azora Capital LP | 1 | 1 | 1.49% | 1.98% | 2.47% | Q4 2020 | Q1 2022 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 2 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Arden Trust Co | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q4 2020 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q2 2021 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
MARSICO CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Olympiad Research LP | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2020 | Q3 2020 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.27% | 0.56% | 0.86% | Q4 2018 | Q1 2019 | 2 |
CLINTON GROUP INC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
Forward Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Montibus Capital Management LLC | 2 | 2 | 0.89% | 1.12% | 1.35% | Q2 2013 | Q3 2013 | 2 |
HAMILTON LANE ADVISORS LLC | 2 | 2 | 0.40% | 0.59% | 0.79% | Q1 2014 | Q2 2014 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q1 2014 | Q3 2014 | 2 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2019 | Q3 2019 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q1 2023 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Skylands Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Whale Rock Capital Management | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2014 | Q1 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 3.57% | 3.57% | 3.57% | Q2 2019 | Q2 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
DRW Securities, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2017 | Q3 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Interval Partners, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Full18 Capital LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q4 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Sculptor Capital LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CQS (US), LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2022 | Q1 2022 | 1 |
No Street GP LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2017 | Q4 2017 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Osmium Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Anavon Capital LLP | 1 | 1 | 3.81% | 3.81% | 3.81% | Q4 2016 | Q4 2016 | 1 |
Technology Crossover Management VII, Ltd. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2013 | Q2 2013 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Invictus RG | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2017 | Q3 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
SPOT TRADING L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
CROSSLINK CAPITAL INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2015 | Q2 2015 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Diametric Capital, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Junto Capital Management LP | 1 | 1 | 1.91% | 1.91% | 1.91% | Q3 2020 | Q3 2020 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Nekton Capital Ltd. | 1 | 1 | 2.20% | 2.20% | 2.20% | Q1 2022 | Q1 2022 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Qtron Investments LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Opti Capital Management, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2022 | Q4 2022 | 1 |
GLG Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Gradient Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
CI INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
YG PARTNERS, LLC | 1 | 1 | 4.31% | 4.31% | 4.31% | Q3 2017 | Q3 2017 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2019 | Q4 2019 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hennion & Walsh Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
AHL Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
External links
This page lists all the filers that currently own ENVESTNET INC or have owned ENVESTNET INC in the past.