Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 47 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.11% | 0.47% | 0.82% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 32 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \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% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Legal & General Group Plc | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 24 | 16 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
KENNEDY CAPITAL MANAGEMENT LLC | 37 | 37 | 0.02% | 0.13% | 0.27% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
KBC Group NV | 28 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 36 | 36 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q3 2023 | 36 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 35 | 35 | 0.26% | 0.57% | 0.84% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
M&T BANK CORP | 28 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 33 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 33 |
ClearBridge Investments | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Citadel Advisors | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
ProShare Advisors LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2021 | 32 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 32 |
FIRST MERCANTILE TRUST CO | 31 | 31 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2020 | 31 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 31 | 31 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2020 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
D. E. Shaw & Co., Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
GAM Holding AG | 30 | 30 | 0.18% | 0.38% | 0.85% | Q2 2013 | Q3 2020 | 30 |
WHITTIER TRUST CO | 18 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
CRAWFORD INVESTMENT COUNSEL INC | 30 | 30 | 0.02% | 0.27% | 0.46% | Q2 2016 | Q3 2023 | 30 |
Versant Capital Management, Inc | 18 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 29 |
SG Americas Securities, LLC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
BAMCO INC /NY/ | 26 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q4 2021 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2022 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
PineBridge Investments, L.P. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Conestoga Capital Advisors, LLC | 27 | 27 | 0.52% | 1.67% | 2.43% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.04% | 0.10% | 0.18% | Q3 2014 | Q1 2021 | 27 |
GLENMEDE TRUST CO NA | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 27 |
AMALGAMATED BANK | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
GUGGENHEIM CAPITAL LLC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 26 |
SEI INVESTMENTS CO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
Nuveen Asset Management, LLC | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
West Oak Capital, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 25 |
FIFTH THIRD BANCORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 25 |
PROFUND ADVISORS LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 25 |
SEGALL BRYANT & HAMILL, LLC | 25 | 25 | 0.04% | 0.51% | 0.92% | Q1 2013 | Q1 2019 | 25 |
Crossmark Global Holdings, Inc. | 16 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 25 |
Aperio Group, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
SMITH, MOORE & CO. | 24 | 24 | 0.11% | 0.14% | 0.16% | Q3 2014 | Q2 2020 | 24 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 23 | 23 | 0.81% | 1.07% | 1.26% | Q2 2013 | Q4 2018 | 23 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 23 |
RICE HALL JAMES & ASSOCIATES, LLC | 23 | 23 | 0.01% | 0.08% | 0.14% | Q3 2015 | Q1 2021 | 23 |
CHARTWELL INVESTMENT PARTNERS, LLC | 23 | 23 | 0.34% | 0.67% | 1.04% | Q2 2014 | Q4 2019 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 22 | 22 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q4 2021 | 22 |
STRS OHIO | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 22 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.07% | 0.15% | Q1 2016 | Q2 2021 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 22 |
Creative Planning | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AQR Capital Management | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
THRIVENT FINANCIAL FOR LUTHERANS | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2020 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MONETARY MANAGEMENT GROUP INC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 21 |
Balentine LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
PANAGORA ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2022 | 20 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
TWO SIGMA INVESTMENTS, LP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 19 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 19 | 19 | 0.11% | 0.35% | 0.62% | Q2 2013 | Q4 2017 | 19 |
Plancorp, LLC | 19 | 19 | 0.04% | 0.15% | 0.31% | Q1 2019 | Q3 2023 | 19 |
HSBC HOLDINGS PLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 19 |
HYMAN CHARLES D | 13 | 5 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 18 |
MARSHWINDS ADVISORY CO | 18 | 18 | 0.38% | 0.97% | 1.42% | Q3 2014 | Q4 2018 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Keeley-Teton Advisors, LLC | 17 | 17 | 0.31% | 1.28% | 1.80% | Q1 2017 | Q1 2021 | 17 |
CAPTRUST FINANCIAL ADVISORS | 16 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 17 |
EVERENCE CAPITAL MANAGEMENT INC | 13 | 4 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 17 |
NISA INVESTMENT ADVISORS, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 17 | 17 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Manchester Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 17 |
Inspire Investing, LLC | 15 | 1 | 0.03% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 16 |
STIFEL FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 16 | 16 | 0.30% | 0.57% | 1.07% | Q4 2019 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
FinTrust Capital Advisors, LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2022 | 16 |
PEAK6 Group LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Gotham Asset Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2021 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.20% | 0.31% | 0.50% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ROYCE & ASSOCIATES LP | 15 | 15 | 0.34% | 0.46% | 0.72% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.80% | 1.33% | 1.92% | Q1 2020 | Q3 2023 | 15 |
Advantage Alpha Capital Partners LP | 15 | 15 | 0.49% | 0.98% | 1.49% | Q1 2020 | Q3 2023 | 15 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 15 | 15 | 0.13% | 0.32% | 0.39% | Q1 2016 | Q3 2019 | 15 |
Allianz Asset Management GmbH | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
PUTNAM INVESTMENTS LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
HEARTLAND ADVISORS INC | 14 | 14 | 0.36% | 0.83% | 1.10% | Q2 2013 | Q3 2016 | 14 |
Regal Wealth Group, Inc. | 14 | 14 | 0.09% | 0.11% | 0.15% | Q4 2017 | Q1 2021 | 14 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Advisors Asset Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
LOOMIS SAYLES & CO L P | 10 | 3 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 13 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 13 |
Neuberger Berman Group LLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 13 |
Pier Capital, LLC | 8 | 5 | 0.80% | 1.05% | 1.32% | Q1 2017 | Q3 2020 | 13 |
Rock Point Advisors, LLC | 13 | 13 | 0.90% | 1.84% | 2.27% | Q2 2013 | Q2 2016 | 13 |
MEEDER ASSET MANAGEMENT INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 13 |
Tarbox Family Office, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 13 |
MUFG Americas Holdings Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2020 | 13 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Larson Financial Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 5 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2020 | 12 |
KEELEY ASSET MANAGEMENT CORP | 12 | 12 | 0.32% | 1.13% | 1.66% | Q1 2014 | Q4 2016 | 12 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 12 |
1st Global Advisors, Inc. | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q2 2017 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
LUMINUS MANAGEMENT LLC | 11 | 11 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2015 | 11 |
First Horizon Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 11 |
Capital International Investors | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 11 |
Cubist Systematic Strategies, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 11 |
Champlain Investment Partners, LLC | 11 | 11 | 0.10% | 0.52% | 0.82% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
BRINKER CAPITAL INC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q2 2020 | 11 |
Diversified Trust Co | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
TRUIST FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Cribstone Capital Management, LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2021 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2022 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Zions Bancorporation, N.A. | 10 | 10 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2021 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 10 |
Boston Trust Walden Corp | 10 | 10 | 0.25% | 0.31% | 0.37% | Q2 2013 | Q3 2015 | 10 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Lindbrook Capital, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2017 | 9 |
FEDERATED HERMES, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 9 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2021 | 9 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 9 |
Maryland State Retirement & Pension System | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.08% | 0.24% | Q4 2015 | Q4 2022 | 9 |
Migdal Insurance & Financial Holdings Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Marks Group Wealth Management, Inc | 9 | 9 | 0.61% | 0.76% | 0.95% | Q4 2019 | Q4 2021 | 9 |
PRIVATE TRUST CO NA | 9 | 9 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q4 2021 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 9 | 0.11% | 0.18% | 0.21% | Q4 2012 | Q4 2014 | 9 |
BANCED CORP | 8 | 8 | 0.34% | 0.39% | 0.50% | Q1 2017 | Q4 2018 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
BLAIR WILLIAM & CO/IL | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Freedom Investment Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 8 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2016 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 8 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q2 2017 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 8 |
Bollard Group LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2022 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.12% | 0.16% | 0.17% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 7 |
Granite Investment Partners, LLC | 7 | 7 | 0.19% | 0.27% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2020 | 7 |
AVIVA PLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Running Oak Capital LLC | 7 | 7 | 0.19% | 1.41% | 1.82% | Q4 2019 | Q2 2021 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 7 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2019 | 7 |
South Dakota Investment Council | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2022 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Silvant Capital Management LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 6 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q3 2020 | 6 |
Stone Ridge Asset Management LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 6 |
Glassman Wealth Services | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MOODY ALDRICH PARTNERS LLC | 6 | 6 | 0.68% | 0.80% | 0.92% | Q4 2019 | Q1 2021 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
REGENTATLANTIC CAPITAL LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 6 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 6 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q1 2023 | 5 |
Firsthand Capital Management, Inc. | 5 | 5 | 0.16% | 0.18% | 0.22% | Q4 2013 | Q4 2014 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q4 2019 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.04% | 0.09% | Q3 2020 | Q2 2022 | 5 |
FIRST CITIZENS BANK & TRUST CO | 3 | 2 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2020 | 5 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 5 | 0.05% | 0.13% | 0.19% | Q4 2018 | Q4 2019 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.01% | 0.14% | 0.23% | Q2 2013 | Q2 2014 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
AMERICAN CENTURY COMPANIES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OMT Capital Management LLC | 4 | 4 | 0.61% | 1.73% | 2.14% | Q2 2013 | Q1 2014 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.07% | 0.14% | Q1 2019 | Q4 2019 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRYN MAWR CAPITAL MANAGEMENT INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2016 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.13% | 0.31% | 0.52% | Q2 2016 | Q1 2017 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.06% | 0.10% | Q3 2020 | Q1 2022 | 4 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 4 |
AlphaCrest Capital Management LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Community Bank, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q2 2017 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 4 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 4 |
FORT, L.P. | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q1 2020 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.08% | 0.11% | 0.15% | Q2 2014 | Q2 2016 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 4 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 4 | 0.04% | 0.09% | 0.20% | Q3 2021 | Q2 2022 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 4 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2022 | 4 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2014 | Q3 2021 | 4 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Altshuler Shaham Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Invicta Capital Management, LLC | 3 | 3 | 2.99% | 3.65% | 4.06% | Q1 2014 | Q3 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q1 2019 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2019 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 0.15% | 0.22% | 0.32% | Q4 2019 | Q2 2020 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Welch Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 3 |
Li Winifred I | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
THB ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.11% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
MUFG Securities EMEA plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2019 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kepos Capital LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.14% | 0.29% | Q1 2014 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.17% | 0.36% | 0.63% | Q2 2013 | Q2 2017 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.40% | 0.44% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.15% | 0.16% | 0.18% | Q1 2016 | Q3 2016 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.04% | 0.10% | 0.24% | Q2 2014 | Q4 2018 | 3 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q2 2023 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CHARTWELL INVESTMENT PARTNERS/PA | 2 | 2 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q1 2014 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q3 2017 | Q1 2019 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q3 2014 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Ethic Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2022 | 2 |
QUANTUM CAPITAL MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2020 | 2 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q4 2021 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.34% | 0.35% | 0.36% | Q2 2013 | Q3 2013 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2014 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Hood River Capital Management LLC | 2 | 2 | 0.50% | 0.52% | 0.54% | Q2 2013 | Q3 2013 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2014 | Q3 2014 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.31% | 0.50% | 0.69% | Q2 2013 | Q3 2013 | 2 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q1 2022 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Investment Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Engineers Gate Manager LP | 1 | 1 | 0.03% | 0.08% | 0.13% | Q3 2018 | Q3 2021 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2015 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Invictus RG | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Select Equity Group, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
EAM Investors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
ROXBURY CAPITAL MANAGEMENT | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2013 | Q1 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Zions Bancorporation | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2017 | Q3 2017 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Atom Investors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Opus Capital Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Summit Global Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Americana Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own ESCO TECHNOLOGIES INC or have owned ESCO TECHNOLOGIES INC in the past.