Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 22 | 22 | 0.00% | 0.01% | 0.11% | Q2 2018 | Q3 2023 | 59 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 56 |
Walleye Trading LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 33 |
CAPSTONE INVESTMENT ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 32 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.00% | 0.06% | Q2 2019 | Q4 2022 | 26 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2023 | 23 |
M&R CAPITAL MANAGEMENT INC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 23 |
Norinchukin Bank, The | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 22 | 22 | 0.01% | 0.05% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Creative Planning | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Garner Asset Management Corp | 22 | 22 | 0.17% | 0.33% | 0.60% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BARCLAYS PLC | 22 | 22 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Kentucky Retirement Systems | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 22 | 22 | 0.81% | 0.97% | 1.14% | Q2 2018 | Q3 2023 | 22 |
TEXAS PERMANENT SCHOOL FUND CORP | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
APG Asset Management N.V. | 22 | 22 | 0.04% | 0.15% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Louisiana State Employees Retirement System | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Chicago Partners Investment Group LLC | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 22 | 22 | 0.18% | 0.70% | 1.33% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q3 2023 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Edmonds Duncan Registered Investment Advisors, LLC | 22 | 22 | 0.20% | 0.35% | 0.45% | Q2 2018 | Q3 2023 | 22 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Versant Capital Management, Inc | 22 | 22 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2023 | 22 |
Retirement Planning Group, LLC | 22 | 22 | 0.12% | 0.18% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.00% | 0.16% | 0.39% | Q2 2018 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SENTRY INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Robeco Institutional Asset Management B.V. | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 22 | 22 | 0.03% | 0.13% | 0.42% | Q2 2018 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
NORDEA INVESTMENT MANAGEMENT AB | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 22 | 22 | 0.76% | 1.48% | 2.11% | Q2 2018 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Nuveen Asset Management, LLC | 22 | 22 | 0.01% | 0.06% | 0.21% | Q2 2018 | Q3 2023 | 22 |
HARTFORD INVESTMENT MANAGEMENT CO | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.00% | 0.15% | 0.22% | Q2 2018 | Q3 2023 | 22 |
ICON ADVISERS INC/CO | 22 | 22 | 0.10% | 0.55% | 0.96% | Q2 2018 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 22 | 22 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q3 2023 | 22 |
First PREMIER Bank | 22 | 22 | 0.59% | 1.03% | 1.66% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
VANGUARD GROUP INC | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
State of Alaska, Department of Revenue | 22 | 22 | 0.02% | 0.12% | 0.36% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.06% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Trust & Banking Corp | 22 | 22 | 0.06% | 0.35% | 0.66% | Q2 2018 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
SHELL ASSET MANAGEMENT CO | 22 | 22 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
TOMPKINS FINANCIAL CORP | 12 | 10 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2023 | 22 |
Bridgecreek Investment Management, LLC | 22 | 22 | 0.71% | 0.99% | 1.31% | Q2 2018 | Q3 2023 | 22 |
Chevy Chase Trust Holdings, LLC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 22 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.02% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 22 | 22 | 0.08% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PROFUND ADVISORS LLC | 22 | 22 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
State of New Jersey Common Pension Fund D | 22 | 22 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Arizona State Retirement System | 22 | 22 | 0.03% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 22 |
Epoch Investment Partners, Inc. | 22 | 22 | 0.05% | 0.36% | 0.66% | Q2 2018 | Q3 2023 | 22 |
TD ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 22 | 22 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Gulf International Bank (UK) Ltd | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.00% | 0.08% | 0.32% | Q2 2018 | Q3 2023 | 22 |
ROCKY MOUNTAIN ADVISERS, LLC | 22 | 22 | 0.02% | 0.21% | 0.58% | Q2 2018 | Q3 2023 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Utah Retirement Systems | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Asset Management One Co., Ltd. | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 22 | 22 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
STRS OHIO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
KBC Group NV | 22 | 22 | 0.00% | 0.03% | 0.19% | Q2 2018 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 22 | 22 | 0.00% | 0.11% | 0.35% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
BANK OF NOVA SCOTIA | 22 | 22 | 0.00% | 0.07% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.03% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
INTRUST BANK NA | 22 | 22 | 0.04% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Kentucky Retirement Systems Insurance Trust Fund | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Korea Investment CORP | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.02% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 22 | 22 | 0.12% | 0.32% | 0.61% | Q2 2018 | Q3 2023 | 22 |
State of Tennessee, Treasury Department | 22 | 22 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CENTRAL TRUST Co | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
M&T BANK CORP | 22 | 22 | 0.02% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.01% | 0.06% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CIBC WORLD MARKETS CORP | 22 | 22 | 0.00% | 0.06% | 1.03% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Amica Retiree Medical Trust | 22 | 22 | 0.06% | 0.37% | 0.81% | Q2 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 22 | 22 | 0.00% | 0.00% | 0.05% | Q2 2018 | Q3 2023 | 22 |
GAMCO INVESTORS, INC. ET AL | 22 | 22 | 0.18% | 0.29% | 0.40% | Q2 2018 | Q3 2023 | 22 |
ProShare Advisors LLC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.03% | 0.12% | 0.21% | Q2 2018 | Q3 2023 | 22 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 22 | 22 | 0.01% | 0.03% | 0.16% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.02% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 22 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 22 | 22 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Retirement Systems of Alabama | 22 | 22 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Swiss National Bank | 22 | 22 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
AQR Capital Management | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 22 | 22 | 0.53% | 0.65% | 0.87% | Q2 2018 | Q3 2023 | 22 |
OLD REPUBLIC INTERNATIONAL CORP | 22 | 22 | 0.82% | 1.16% | 1.85% | Q2 2018 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.04% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 22 |
GATEWAY INVESTMENT ADVISERS LLC | 22 | 22 | 0.09% | 0.15% | 0.33% | Q2 2018 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Hudock, Inc. | 22 | 22 | 0.03% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Freedom Investment Management, Inc. | 22 | 22 | 0.02% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 22 |
D. E. Shaw & Co., Inc. | 22 | 22 | 0.00% | 0.07% | 0.30% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
NAPLES GLOBAL ADVISORS, LLC | 22 | 22 | 0.05% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AMICA MUTUAL INSURANCE CO | 22 | 22 | 0.05% | 0.33% | 0.66% | Q2 2018 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WESTPAC BANKING CORP | 22 | 22 | 0.01% | 0.06% | 0.23% | Q2 2018 | Q3 2023 | 22 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 22 | 0.02% | 0.12% | 0.44% | Q2 2018 | Q3 2023 | 22 |
ATWOOD & PALMER INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
CIBC Asset Management Inc | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Trust Co | 22 | 22 | 0.06% | 0.28% | 0.61% | Q2 2018 | Q3 2023 | 22 |
IFM Investors Pty Ltd | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sumitomo Mitsui Trust Holdings, Inc. | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Community Bank of Raymore | 22 | 22 | 0.98% | 1.36% | 2.00% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
EARNEST PARTNERS LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.07% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Keeley-Teton Advisors, LLC | 22 | 22 | 0.28% | 0.38% | 0.63% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Magellan Asset Management Ltd | 22 | 22 | 0.03% | 0.77% | 2.01% | Q2 2018 | Q3 2023 | 22 |
Mitsubishi UFJ Asset Management Co., Ltd. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
WealthTrust Axiom LLC | 22 | 22 | 0.61% | 0.80% | 1.04% | Q2 2018 | Q3 2023 | 22 |
Financial Partners Group, Inc | 22 | 22 | 0.13% | 0.24% | 0.40% | Q2 2018 | Q3 2023 | 22 |
CONNING INC. | 22 | 22 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 22 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
MILLER HOWARD INVESTMENTS INC /NY | 22 | 22 | 0.03% | 0.15% | 0.27% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.01% | 0.04% | 0.18% | Q2 2018 | Q3 2023 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 22 | 22 | 0.03% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 22 |
HSBC HOLDINGS PLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Renaissance Technologies | 17 | 4 | 0.00% | 0.16% | 0.43% | Q2 2018 | Q3 2023 | 21 |
COHEN & STEERS, INC. | 15 | 6 | 0.19% | 0.27% | 0.35% | Q2 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Edgemoor Investment Advisors, Inc. | 21 | 21 | 0.36% | 0.49% | 0.65% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
First Command Bank | 21 | 21 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Riggs Asset Managment Co. Inc. | 12 | 9 | 0.05% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
ROCKLAND TRUST CO | 21 | 21 | 0.01% | 0.64% | 1.22% | Q2 2018 | Q2 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 7 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.01% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Alberta Investment Management Corp | 21 | 21 | 0.02% | 0.07% | 0.13% | Q2 2018 | Q2 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO | 11 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
IMA Wealth, Inc. | 21 | 21 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 20 | 1 | 0.00% | 0.08% | 0.28% | Q2 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
MACKENZIE FINANCIAL CORP | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
abrdn plc | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Baystate Wealth Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Sutton Wealth Advisors Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 21 | 21 | 0.01% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
COMERICA BANK | 19 | 2 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 21 |
Assenagon Asset Management S.A. | 16 | 5 | 0.00% | 0.07% | 0.75% | Q2 2018 | Q3 2023 | 21 |
Tower Research Capital LLC (TRC) | 15 | 6 | 0.00% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 12 | 9 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 5 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.08% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 21 |
WADE G W & INC | 16 | 5 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 21 |
CRAWFORD INVESTMENT COUNSEL INC | 20 | 20 | 0.07% | 0.50% | 1.38% | Q4 2018 | Q3 2023 | 20 |
V Wealth Advisors LLC | 11 | 9 | 0.19% | 0.48% | 0.80% | Q2 2018 | Q2 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.03% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 11 | 9 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 20 |
CULLEN/FROST BANKERS, INC. | 19 | 1 | 0.00% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 20 |
MainStreet Investment Advisors LLC | 18 | 2 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 20 |
North Star Investment Management Corp. | 17 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
TRUST CO OF VERMONT | 13 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
CNB Bank | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BESSEMER GROUP INC | 19 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 14 | 2 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 20 |
Texas Yale Capital Corp. | 11 | 9 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 20 | 20 | 0.00% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 17 | 3 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 20 |
Lido Advisors, LLC | 12 | 8 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
United Capital Management of KS, Inc. | 20 | 20 | 0.07% | 0.27% | 0.68% | Q3 2018 | Q2 2023 | 20 |
Huber Capital Management LLC | 18 | 1 | 0.03% | 0.66% | 1.90% | Q2 2018 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 16 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
GOFEN & GLOSSBERG LLC /IL/ | 19 | 19 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2022 | 19 |
Horizon Investment Services, LLC | 16 | 3 | 0.14% | 0.25% | 0.54% | Q2 2018 | Q2 2023 | 19 |
Hartford Financial Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Summit Global Investments | 19 | 19 | 0.02% | 0.67% | 1.82% | Q4 2018 | Q2 2023 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Aevitas Wealth Management, Inc. | 19 | 19 | 0.33% | 0.47% | 0.63% | Q2 2018 | Q4 2022 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 19 | 19 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q2 2023 | 19 |
DekaBank Deutsche Girozentrale | 16 | 3 | 0.00% | 0.02% | 0.16% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Personal Capital Advisors Corp | 19 | 19 | 0.20% | 0.26% | 0.32% | Q2 2018 | Q4 2022 | 19 |
KCM INVESTMENT ADVISORS LLC | 10 | 9 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 19 |
SMITH, MOORE & CO. | 19 | 19 | 0.05% | 0.07% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 19 |
Ledyard National Bank | 18 | 1 | 0.00% | 0.62% | 0.87% | Q4 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.15% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 11 | 2 | 0.00% | 0.07% | 0.24% | Q2 2018 | Q3 2023 | 19 |
EAGLE ASSET MANAGEMENT INC | 11 | 8 | 0.01% | 0.20% | 0.56% | Q2 2018 | Q3 2023 | 19 |
Bedel Financial Consulting, Inc. | 19 | 19 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q4 2022 | 19 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
AVIVA PLC | 16 | 2 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 18 |
Manchester Capital Management LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Squarepoint Ops LLC | 10 | 2 | 0.00% | 0.07% | 0.32% | Q2 2018 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
MARTINGALE ASSET MANAGEMENT L P | 18 | 18 | 0.02% | 0.40% | 0.59% | Q2 2019 | Q3 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 1.38% | 1.77% | 2.24% | Q2 2018 | Q3 2022 | 18 |
ING GROEP NV | 13 | 1 | 0.01% | 0.05% | 0.55% | Q3 2018 | Q3 2023 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 3 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 18 |
Redpoint Investment Management Pty Ltd | 18 | 18 | 0.02% | 0.14% | 0.28% | Q2 2018 | Q3 2022 | 18 |
COUNTRY TRUST BANK | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Verition Fund Management LLC | 13 | 1 | 0.01% | 0.07% | 0.34% | Q2 2018 | Q3 2023 | 18 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 18 | 18 | 0.19% | 0.45% | 0.74% | Q1 2019 | Q2 2023 | 18 |
Point72 Asset Management, L.P. | 6 | 2 | 0.00% | 0.06% | 0.24% | Q2 2018 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 17 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 5 | 0.05% | 0.54% | 1.84% | Q2 2018 | Q3 2023 | 17 |
Vigilant Capital Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
IHT Wealth Management, LLC | 12 | 2 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 17 |
NATIXIS | 9 | 1 | 0.00% | 0.03% | 0.18% | Q3 2018 | Q2 2023 | 17 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.39% | 1.09% | Q4 2018 | Q4 2022 | 17 |
SCHULHOFF & CO INC | 17 | 17 | 0.10% | 0.16% | 0.19% | Q3 2019 | Q3 2023 | 17 |
Truvestments Capital LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
PRUDENTIAL PLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 17 | 17 | 0.07% | 0.35% | 0.54% | Q2 2018 | Q2 2022 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q2 2022 | 17 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.06% | 0.47% | Q2 2018 | Q4 2022 | 17 |
Qube Research & Technologies Ltd | 10 | 1 | 0.01% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 17 |
Wealth Alliance Advisory Group, LLC | 17 | 17 | 0.11% | 0.30% | 0.55% | Q2 2018 | Q2 2022 | 17 |
Gotham Asset Management, LLC | 8 | 1 | 0.01% | 0.07% | 0.32% | Q2 2018 | Q3 2023 | 17 |
Townsend & Associates, Inc | 17 | 17 | 0.15% | 0.22% | 0.29% | Q2 2018 | Q2 2022 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.15% | 0.25% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Man Group plc | 10 | 6 | 0.00% | 0.08% | 0.24% | Q2 2018 | Q4 2022 | 16 |
Gemmer Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
REGIONS FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
National Pension Service | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 15 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q2 2022 | 16 |
MACKAY SHIELDS LLC | 16 | 16 | 0.02% | 0.03% | 0.11% | Q2 2018 | Q1 2022 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.09% | 0.71% | Q2 2018 | Q2 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 5 | 2 | 0.00% | 0.03% | 0.12% | Q2 2018 | Q3 2023 | 16 |
CIGNA INVESTMENTS INC /NEW | 16 | 16 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2022 | 16 |
Royal Fund Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 16 |
Independent Advisor Alliance | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2023 | 16 |
GLENMEDE TRUST CO NA | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.09% | 0.54% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Mondrian Investment Partners LTD | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
HANCOCK WHITNEY CORP | 16 | 16 | 0.02% | 0.06% | 0.22% | Q4 2019 | Q3 2023 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
Trust Co of Kansas | 16 | 16 | 0.12% | 0.24% | 0.37% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.04% | 0.15% | 1.25% | Q4 2019 | Q3 2023 | 16 |
SCOUT INVESTMENTS, INC. | 14 | 2 | 0.32% | 1.02% | 2.17% | Q3 2018 | Q3 2023 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IBM Retirement Fund | 16 | 16 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q1 2022 | 16 |
WINTON GROUP Ltd | 15 | 15 | 0.11% | 0.23% | 0.45% | Q3 2019 | Q1 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.14% | 0.17% | 0.21% | Q2 2018 | Q4 2021 | 15 |
Tarbox Family Office, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 15 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 9 | 6 | 0.02% | 0.16% | 0.36% | Q2 2018 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 9 | 1 | 0.01% | 0.07% | 0.16% | Q2 2018 | Q2 2023 | 15 |
WEXFORD CAPITAL LP | 7 | 2 | 0.11% | 0.98% | 3.16% | Q2 2018 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 9 | 6 | 0.01% | 0.54% | 1.23% | Q1 2019 | Q3 2023 | 15 |
Financial Gravity Asset Management, Inc. | 7 | 1 | 0.00% | 0.04% | 0.19% | Q2 2018 | Q3 2023 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Brandywine Global Investment Management, LLC | 10 | 5 | 0.05% | 0.09% | 0.19% | Q3 2019 | Q3 2023 | 15 |
AMP Capital Investors Ltd | 15 | 15 | 0.06% | 0.17% | 0.31% | Q2 2018 | Q4 2021 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
LSV ASSET MANAGEMENT | 15 | 15 | 0.02% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
MOTCO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Good Life Advisors, LLC | 15 | 15 | 0.04% | 0.08% | 0.10% | Q2 2018 | Q4 2021 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Achmea Investment Management B.V. | 8 | 2 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q2 2023 | 15 |
World Asset Management Inc | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2021 | 14 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 1.18% | 1.50% | 1.82% | Q2 2018 | Q3 2021 | 14 |
Tortoise Investment Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
1832 Asset Management L.P. | 10 | 4 | 0.00% | 0.10% | 0.36% | Q1 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
ExodusPoint Capital Management, LP | 6 | 3 | 0.00% | 0.24% | 0.63% | Q1 2019 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JENNISON ASSOCIATES LLC | 8 | 6 | 0.01% | 0.09% | 0.20% | Q2 2018 | Q3 2022 | 14 |
Illinois Municipal Retirement Fund | 13 | 1 | 0.02% | 0.16% | 0.42% | Q4 2019 | Q3 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Paloma Partners Management Co | 11 | 3 | 0.02% | 0.08% | 0.18% | Q2 2018 | Q4 2021 | 14 |
VALLEY WEALTH MANAGERS, INC. | 11 | 3 | 0.00% | 1.20% | 2.20% | Q2 2018 | Q4 2022 | 14 |
Walleye Capital LLC | 9 | 1 | 0.03% | 0.15% | 0.53% | Q2 2019 | Q1 2023 | 14 |
Riverview Trust Co | 11 | 3 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 1 | 0.00% | 0.08% | 0.49% | Q4 2019 | Q2 2023 | 14 |
Carroll Financial Associates, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Jacobi Capital Management LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 13 | 0.08% | 0.28% | 0.78% | Q3 2020 | Q3 2023 | 13 |
FineMark National Bank & Trust | 13 | 13 | 0.02% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Jefferies Group LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2022 | 13 |
Symmetry Partners, LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2023 | 13 |
BNP Paribas Asset Management Holding S.A. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
PICTET ASSET MANAGEMENT LTD | 13 | 13 | 0.01% | 0.12% | 0.36% | Q2 2018 | Q2 2021 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
NICOLET BANKSHARES INC | 13 | 13 | 0.12% | 0.14% | 0.17% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.17% | 0.23% | 0.32% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
American National Registered Investment Advisor, Inc. | 13 | 13 | 0.13% | 0.17% | 0.23% | Q1 2019 | Q1 2022 | 13 |
Carolina Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 13 | 13 | 0.11% | 0.20% | 0.32% | Q3 2020 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.01% | 0.09% | 0.22% | Q2 2018 | Q2 2021 | 13 |
BOKF, NA | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 13 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.09% | 0.32% | Q2 2019 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 13 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.04% | 0.49% | Q2 2018 | Q2 2021 | 13 |
Zimmer Partners, LP | 7 | 1 | 0.02% | 2.08% | 3.98% | Q2 2018 | Q3 2023 | 13 |
Column Capital Advisors, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
ARGI Investment Services, LLC | 8 | 5 | 0.01% | 0.04% | 0.14% | Q2 2019 | Q4 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Pensionmark Financial Group, LLC | 9 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q1 2023 | 13 |
RNC CAPITAL MANAGEMENT LLC | 13 | 13 | 1.05% | 1.46% | 1.89% | Q3 2020 | Q3 2023 | 13 |
Investors Research Corp | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 2 | 0.02% | 0.10% | 0.30% | Q3 2018 | Q3 2023 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 13 |
AMERICAN NATIONAL INSURANCE CO | 13 | 13 | 0.12% | 0.15% | 0.19% | Q1 2019 | Q1 2022 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.06% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CALTON & ASSOCIATES, INC. | 9 | 1 | 0.04% | 0.08% | 0.15% | Q3 2019 | Q1 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Dynamic Advisor Solutions LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
HITE Hedge Asset Management LLC | 12 | 12 | 0.36% | 1.90% | 2.87% | Q4 2020 | Q3 2023 | 12 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2023 | 12 |
Private Ocean, LLC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 4 | 1 | 0.01% | 0.10% | 0.36% | Q3 2018 | Q3 2022 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PFS INVESTMENTS INC. | 12 | 12 | 0.15% | 0.26% | 0.54% | Q3 2020 | Q2 2023 | 12 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 12 |
LS Investment Advisors, LLC | 12 | 12 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q1 2021 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 1.02% | 1.39% | 2.04% | Q4 2018 | Q4 2021 | 12 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.11% | 0.32% | Q4 2018 | Q3 2023 | 12 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q1 2021 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Vanguard Personalized Indexing Management, LLC | 11 | 1 | 0.02% | 0.05% | 0.23% | Q1 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.10% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Andra AP-fonden | 6 | 1 | 0.01% | 0.10% | 0.37% | Q2 2018 | Q3 2023 | 12 |
SUN LIFE FINANCIAL INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.08% | 0.18% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Caprock Group, LLC | 8 | 4 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Prospera Financial Services Inc | 11 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.43% | 0.97% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.15% | Q2 2018 | Q4 2022 | 11 |
MASON STREET ADVISORS, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2020 | 11 |
Cetera Advisors LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 11 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.17% | 0.43% | Q4 2018 | Q3 2022 | 11 |
ALPS ADVISORS INC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Skandinaviska Enskilda Banken AB (publ) | 8 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 11 |
FORVIS Wealth Advisors, LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2021 | 11 |
Aperio Group, LLC | 11 | 11 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q4 2020 | 11 |
MAI Capital Management | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 11 |
ADVISOR PARTNERS LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 11 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 11 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Legg Mason Asset Management (Japan) Co., Ltd. | 6 | 5 | 0.49% | 0.66% | 0.79% | Q1 2019 | Q4 2021 | 11 |
AGF Investments LLC | 7 | 1 | 0.00% | 0.07% | 0.17% | Q3 2018 | Q3 2022 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.09% | 0.12% | Q2 2018 | Q4 2020 | 11 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 11 | 11 | 0.01% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JUPITER ASSET MANAGEMENT LTD | 11 | 11 | 0.01% | 0.29% | 0.59% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 11 |
Altshuler Shaham Ltd | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 11 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sullivan, Bruyette, Speros & Blaney, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Maryland State Retirement & Pension System | 11 | 11 | 0.02% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 11 |
PineBridge Investments, L.P. | 9 | 2 | 0.05% | 0.36% | 0.51% | Q3 2019 | Q3 2023 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 11 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 1.05% | 1.16% | 1.28% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 7 | 2 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 11 |
Cypress Capital Group | 11 | 11 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 11 | 11 | 0.06% | 0.20% | 0.36% | Q1 2019 | Q3 2021 | 11 |
Brookmont Capital Management | 11 | 11 | 0.62% | 0.74% | 0.86% | Q1 2021 | Q3 2023 | 11 |
Penserra Capital Management LLC | 6 | 1 | 0.00% | 0.06% | 0.15% | Q3 2018 | Q3 2023 | 11 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 10 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 10 | 10 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q2 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.52% | 1.00% | Q2 2019 | Q3 2021 | 10 |
OPUS INVESTMENT MANAGEMENT INC | 10 | 10 | 0.51% | 0.74% | 0.89% | Q2 2018 | Q3 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.14% | 0.35% | Q4 2018 | Q3 2023 | 10 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.08% | 0.19% | Q2 2018 | Q4 2022 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 10 |
PATRIZIA Pty Ltd | 10 | 10 | 4.29% | 5.44% | 7.68% | Q2 2018 | Q3 2020 | 10 |
TWO SIGMA ADVISERS, LP | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 10 |
Quantitative Systematic Strategies LLC | 6 | 4 | 0.15% | 0.32% | 0.53% | Q2 2018 | Q2 2021 | 10 |
WADDELL & REED FINANCIAL INC | 4 | 3 | 0.01% | 0.08% | 0.13% | Q2 2018 | Q1 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Boston Partners | 10 | 10 | 0.12% | 0.16% | 0.23% | Q2 2018 | Q3 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
BP PLC | 6 | 4 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q2 2021 | 10 |
NN Investment Partners Holdings N.V. | 6 | 4 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 10 |
CREDIT AGRICOLE S A | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Bluescape Energy Partners LLC | 10 | 10 | 16.72% | 31.10% | 41.03% | Q2 2021 | Q3 2023 | 10 |
LORD, ABBETT & CO. LLC | 10 | 10 | 0.06% | 0.19% | 0.34% | Q2 2018 | Q3 2020 | 10 |
CARILLON TOWER ADVISERS, INC. | 7 | 3 | 0.10% | 0.19% | 0.62% | Q2 2018 | Q4 2020 | 10 |
MUFG Securities EMEA plc | 6 | 4 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q1 2021 | 10 |
John W. Brooker & Co., CPAs | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.08% | 0.23% | Q2 2018 | Q2 2023 | 10 |
LOOMIS SAYLES & CO L P | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2022 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.08% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Rampart Investment Management Company, LLC | 9 | 9 | 0.02% | 0.11% | 0.33% | Q2 2018 | Q2 2020 | 9 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.09% | 0.34% | Q4 2018 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q1 2021 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 9 |
Krane Funds Advisors LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 7 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 4 | 0.07% | 0.44% | 1.08% | Q2 2018 | Q1 2022 | 9 |
Artemis Investment Management LLP | 9 | 9 | 0.01% | 0.27% | 0.68% | Q3 2018 | Q3 2020 | 9 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.27% | 0.94% | Q2 2019 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 4 | 0.00% | 0.05% | 0.15% | Q3 2019 | Q3 2023 | 9 |
InterOcean Capital, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2020 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.23% | 0.29% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 9 | 9 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q1 2023 | 9 |
Marshall Wace North America L.P. | 6 | 3 | 0.00% | 0.06% | 0.13% | Q2 2018 | Q1 2021 | 9 |
Weiss Multi-Strategy Advisers LLC | 6 | 3 | 0.24% | 0.72% | 1.57% | Q2 2018 | Q3 2020 | 9 |
BAILARD, INC. | 9 | 9 | 0.01% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Capital International Investors | 9 | 9 | 0.04% | 0.16% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Arvest Bank Trust Division | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
FORA Capital, LLC | 4 | 1 | 0.04% | 0.11% | 0.28% | Q4 2019 | Q3 2023 | 9 |
Voya Financial Advisors, Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Beck Bode, LLC | 5 | 1 | 0.02% | 2.71% | 4.22% | Q4 2018 | Q1 2023 | 9 |
CITIZENS FINANCIAL GROUP INC/RI | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Barber Financial Group, Inc. | 9 | 9 | 0.04% | 0.06% | 0.07% | Q2 2018 | Q2 2020 | 9 |
JAMES INVESTMENT RESEARCH INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 9 |
PSI Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.22% | 0.27% | 0.30% | Q2 2018 | Q2 2020 | 9 |
SEVEN EIGHT CAPITAL, LP | 4 | 2 | 0.10% | 0.22% | 0.46% | Q3 2018 | Q3 2021 | 9 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.01% | 0.45% | 0.57% | Q4 2018 | Q3 2023 | 9 |
Qtron Investments LLC | 4 | 2 | 0.05% | 0.15% | 0.23% | Q4 2019 | Q3 2023 | 9 |
Yaupon Capital Management LP | 4 | 1 | 0.84% | 2.90% | 7.24% | Q1 2020 | Q3 2023 | 9 |
TWIN CAPITAL MANAGEMENT INC | 9 | 9 | 0.26% | 0.37% | 0.46% | Q3 2021 | Q3 2023 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q1 2021 | 9 |
FIRST MERCANTILE TRUST CO | 6 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2021 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.00% | 0.83% | 1.01% | Q2 2018 | Q1 2020 | 8 |
Ecofin Advisors Ltd | 8 | 8 | 1.92% | 2.39% | 3.30% | Q1 2019 | Q4 2020 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.21% | 0.29% | 0.44% | Q4 2019 | Q3 2021 | 8 |
FIRST QUADRANT LLC/CA | 8 | 8 | 0.00% | 0.07% | 0.44% | Q4 2018 | Q3 2020 | 8 |
Holocene Advisors, LP | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.36% | 0.65% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
City State Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2021 | 8 |
Capital Bank & Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Livforsakringsbolaget Skandia, Omsesidigt | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Redwood Investment Management, LLC | 7 | 1 | 0.11% | 0.42% | 1.16% | Q2 2019 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
WATERS PARKERSON & CO., LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.25% | 1.10% | Q3 2018 | Q3 2023 | 8 |
Gilbert & Cook, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sagefield Capital LP | 8 | 8 | 0.58% | 0.88% | 1.16% | Q4 2021 | Q3 2023 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 8 | 8 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.72% | 0.85% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.14% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 8 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Klaas Financial Asset Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Dakota Wealth Management | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 1 | 0.39% | 0.54% | 0.63% | Q3 2018 | Q4 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.15% | 0.25% | 0.33% | Q3 2021 | Q2 2023 | 8 |
Virtus ETF Advisers LLC | 8 | 8 | 0.21% | 0.62% | 0.81% | Q1 2021 | Q4 2022 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Covalis Capital LLP | 4 | 1 | 1.79% | 11.97% | 20.29% | Q2 2018 | Q3 2023 | 8 |
6 Meridian | 8 | 8 | 0.05% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Municipal Employees' Retirement System of Michigan | 7 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q2 2020 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Hexagon Capital Partners LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Ninepoint Partners LP | 6 | 1 | 0.10% | 0.16% | 0.23% | Q2 2020 | Q3 2022 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2020 | 7 |
PAX Financial Group, LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 7 |
Blackstart Capital LP | 5 | 2 | 4.21% | 7.03% | 11.83% | Q2 2018 | Q2 2020 | 7 |
TOEWS CORP /ADV | 4 | 1 | 0.07% | 0.53% | 0.80% | Q4 2018 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q4 2022 | 7 |
SouthState Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Trilogy Capital Inc. | 7 | 7 | 0.10% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
OAKBROOK INVESTMENTS LLC | 7 | 7 | 0.04% | 0.05% | 0.09% | Q2 2018 | Q4 2019 | 7 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Checchi Capital Advisers, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 7 |
ALPHA WINDWARD LLC | 4 | 3 | 0.01% | 0.10% | 0.34% | Q3 2018 | Q3 2020 | 7 |
Capital Group Private Client Services, Inc. | 7 | 7 | 0.02% | 0.06% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 7 |
Bridgewater Associates | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q4 2019 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 7 |
Mn Services Vermogensbeheer B.V. | 5 | 2 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q2 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
ClearBridge Investments Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 7 |
Black Diamond Financial, LLC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
BARINGS LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 7 |
NOMURA HOLDINGS INC | 5 | 2 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q2 2021 | 7 |
BANQUE PICTET & CIE SA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Kepos Capital LP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Knights of Columbus Asset Advisors LLC | 7 | 7 | 0.11% | 0.88% | 1.16% | Q2 2018 | Q4 2019 | 7 |
Capital International, Inc./CA/ | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.44% | 0.57% | 0.69% | Q1 2022 | Q3 2023 | 7 |
Brookfield Asset Management | 4 | 3 | 0.04% | 0.40% | 0.65% | Q3 2018 | Q4 2021 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.12% | 0.17% | 0.21% | Q2 2022 | Q4 2023 | 7 |
Cornell Pochily Investment Advisors, Inc. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q2 2023 | 7 |
BROWN ADVISORY INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
First Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
DC Investments Management, LLC | 4 | 3 | 0.13% | 0.41% | 0.73% | Q2 2018 | Q2 2020 | 7 |
Machina Capital S.A.S. | 5 | 1 | 0.06% | 0.57% | 1.54% | Q4 2018 | Q3 2023 | 7 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q4 2022 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.07% | 0.23% | Q2 2021 | Q3 2023 | 7 |
Csenge Advisory Group | 6 | 1 | 0.00% | 0.09% | 0.13% | Q3 2018 | Q2 2020 | 7 |
Certified Advisory Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 1 | 0.11% | 0.30% | 0.84% | Q2 2018 | Q3 2020 | 7 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 6 | 1 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q4 2022 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
William Allan Corp | 6 | 6 | 0.24% | 0.26% | 0.30% | Q4 2021 | Q1 2023 | 6 |
Catalyst Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Marcum Wealth, LLC | 5 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Stone Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q2 2020 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Balentine LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q4 2022 | 6 |
Phoenix Wealth Advisors | 4 | 1 | 0.10% | 0.14% | 0.21% | Q4 2020 | Q1 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q3 2019 | 6 |
Crow Point Partners, LLC | 6 | 6 | 0.56% | 0.81% | 1.93% | Q2 2018 | Q3 2019 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.07% | 0.12% | Q2 2018 | Q3 2019 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.16% | 0.83% | 2.55% | Q3 2018 | Q4 2021 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2019 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.02% | 0.08% | 0.13% | Q2 2018 | Q3 2019 | 6 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.25% | 0.59% | Q4 2019 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Cerebellum GP, LLC | 6 | 6 | 0.04% | 0.19% | 0.30% | Q3 2018 | Q4 2019 | 6 |
FIL Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2019 | 6 |
EVERENCE CAPITAL MANAGEMENT INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2020 | 6 |
DnB Asset Management AS | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2020 | 6 |
CGN Advisors LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2023 | 6 |
Squar Milner Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CLEARARC CAPITAL INC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Coann Capital LLC | 4 | 1 | 4.58% | 7.36% | 8.90% | Q4 2020 | Q4 2022 | 6 |
LNZ Capital LP | 2 | 1 | 5.53% | 9.03% | 13.24% | Q2 2018 | Q2 2021 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Virtue Capital Management, LLC | 4 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
TDAM USA INC. | 5 | 1 | 0.02% | 0.07% | 0.27% | Q2 2018 | Q4 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Manning & Napier Group, LLC | 6 | 6 | 0.26% | 0.76% | 0.93% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.18% | 0.73% | 1.16% | Q2 2022 | Q3 2023 | 6 |
FORSTA AP-FONDEN | 6 | 6 | 0.08% | 0.15% | 0.17% | Q2 2018 | Q3 2019 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.83% | 0.90% | 0.97% | Q4 2020 | Q1 2022 | 6 |
Elliott Investment Management L.P. | 6 | 6 | 1.53% | 4.54% | 5.72% | Q4 2020 | Q1 2022 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
U S GLOBAL INVESTORS INC | 4 | 2 | 0.01% | 0.13% | 0.22% | Q1 2019 | Q4 2020 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2019 | 6 |
OMERS ADMINISTRATION Corp | 5 | 1 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q1 2021 | 6 |
Fulcrum Asset Management LLP | 4 | 2 | 0.04% | 0.30% | 0.63% | Q2 2020 | Q1 2022 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.01% | 0.06% | 0.10% | Q2 2018 | Q3 2019 | 6 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 6 | 6 | 0.03% | 0.08% | 0.15% | Q2 2018 | Q3 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.12% | 0.22% | Q1 2020 | Q2 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.00% | 0.04% | 0.20% | Q3 2019 | Q1 2022 | 6 |
LMR Partners LLP | 4 | 2 | 0.02% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
GW HENSSLER & ASSOCIATES LTD | 6 | 6 | 0.93% | 1.07% | 1.21% | Q2 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.05% | 0.18% | Q2 2018 | Q4 2019 | 6 |
BEACH INVESTMENT COUNSEL INC/PA | 6 | 6 | 0.17% | 0.69% | 1.35% | Q2 2018 | Q3 2019 | 6 |
Tibra Equities Europe Ltd | 4 | 1 | 0.11% | 0.19% | 0.32% | Q2 2018 | Q4 2020 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Quinn Opportunity Partners LLC | 5 | 5 | 0.07% | 0.16% | 0.26% | Q1 2020 | Q1 2021 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Visionary Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.12% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Andesa Financial Management Inc. | 5 | 5 | 0.26% | 0.30% | 0.34% | Q4 2018 | Q4 2019 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Cornerstone Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Pensionfund Sabic | 5 | 5 | 0.36% | 0.42% | 0.47% | Q4 2022 | Q4 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2019 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.05% | 0.20% | 0.46% | Q2 2020 | Q3 2023 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
FAS Wealth Partners, Inc. | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CHEMICAL BANK | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Twin Tree Management, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
PEAK6 Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.78% | 0.81% | 0.83% | Q4 2021 | Q4 2022 | 5 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2020 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Perella Weinberg Partners Capital Management LP | 5 | 5 | 0.06% | 0.10% | 0.13% | Q2 2018 | Q2 2019 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Centenus Global Management, LP | 4 | 1 | 2.04% | 2.56% | 3.26% | Q2 2018 | Q1 2020 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 2 | 0.03% | 0.12% | 0.26% | Q1 2019 | Q3 2023 | 5 |
Verity Asset Management, Inc. | 4 | 1 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.03% | 0.12% | 0.21% | Q3 2018 | Q3 2023 | 5 |
Ceredex Value Advisors LLC | 2 | 1 | 0.30% | 0.58% | 0.78% | Q2 2018 | Q2 2020 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.12% | 0.28% | 0.71% | Q3 2018 | Q2 2022 | 5 |
LUMINUS MANAGEMENT LLC | 3 | 2 | 0.18% | 0.55% | 0.92% | Q2 2018 | Q4 2021 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.02% | 0.28% | 0.65% | Q3 2019 | Q3 2023 | 5 |
VisionPoint Advisory Group, LLC | 4 | 1 | 0.00% | 0.47% | 0.66% | Q4 2018 | Q3 2023 | 5 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Savant Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Oak Thistle LLC | 3 | 1 | 0.20% | 0.44% | 0.63% | Q4 2021 | Q3 2023 | 5 |
Hexavest Inc. | 5 | 5 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q1 2021 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 5 |
TCF National Bank | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 2.15% | 2.65% | 3.38% | Q2 2018 | Q2 2019 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 5 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Quantamental Technologies LLC | 4 | 1 | 0.14% | 0.38% | 0.71% | Q1 2019 | Q3 2021 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.03% | 0.21% | 0.38% | Q4 2020 | Q3 2023 | 5 |
WRAPMANAGER INC | 3 | 2 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 5 |
AJO, LP | 5 | 5 | 0.00% | 0.10% | 0.42% | Q3 2019 | Q3 2020 | 5 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Vontobel Holding Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 5 |
Concord Wealth Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q2 2021 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.12% | 0.27% | Q3 2020 | Q2 2023 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q1 2019 | 4 |
USCA RIA LLC | 4 | 4 | 0.14% | 0.25% | 0.30% | Q2 2019 | Q1 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 4 |
MONROE BANK & TRUST/MI | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q2 2019 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.16% | 0.29% | 0.62% | Q3 2020 | Q2 2021 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.17% | 0.18% | 0.22% | Q1 2019 | Q4 2019 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Knuff & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.02% | 0.27% | 0.73% | Q3 2020 | Q3 2022 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
REAVES W H & CO INC | 4 | 4 | 0.08% | 0.34% | 0.46% | Q2 2018 | Q1 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.50% | 0.82% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
AXA S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Atom Investors LP | 2 | 1 | 0.03% | 0.14% | 0.24% | Q4 2018 | Q3 2023 | 4 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 4 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q1 2023 | 4 |
Capital International Sarl | 4 | 4 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q4 2022 | 4 |
LaFleur & Godfrey LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.14% | 0.26% | 0.37% | Q1 2021 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Daiwa SB Investments Ltd. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q3 2022 | Q3 2023 | 4 |
SHERBROOKE PARK ADVISERS LLC | 4 | 4 | 0.27% | 0.40% | 0.54% | Q4 2022 | Q3 2023 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q4 2022 | 4 |
Capitolis Advisors LLC | 3 | 1 | 0.00% | 0.07% | 0.11% | Q4 2020 | Q4 2021 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.06% | 0.26% | 0.50% | Q1 2021 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
SEGALL BRYANT & HAMILL, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MQS Management LLC | 3 | 1 | 0.14% | 0.22% | 0.39% | Q1 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
NORTHWEST WEALTH MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2018 | Q1 2019 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.08% | 0.13% | 0.15% | Q3 2021 | Q2 2022 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Quantinno Capital Management LP | 3 | 1 | 0.02% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 4 |
CARLSON CAPITAL L P | 3 | 1 | 0.29% | 0.71% | 0.94% | Q2 2018 | Q3 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2022 | Q2 2023 | 4 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.09% | 0.13% | 0.18% | Q3 2018 | Q1 2020 | 4 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 4 |
44 WEALTH MANAGEMENT LLC | 4 | 4 | 2.09% | 2.30% | 2.42% | Q1 2022 | Q4 2022 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 4 |
Energy Income Partners, LLC | 4 | 4 | 0.47% | 0.50% | 0.55% | Q4 2022 | Q3 2023 | 4 |
McIlrath & Eck, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMPASS FINANCIAL ADVISORS LLC | 3 | 1 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q4 2022 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.10% | 0.11% | 0.13% | Q2 2020 | Q4 2022 | 4 |
FIRST NATIONAL BANK OF OMAHA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 1.67% | 1.86% | 2.06% | Q4 2018 | Q3 2019 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2020 | 4 |
A.R.T. Advisors, LLC | 3 | 3 | 0.06% | 0.15% | 0.29% | Q2 2018 | Q4 2018 | 3 |
TOMS Capital Investment Management LP | 2 | 2 | 6.08% | 15.80% | 30.75% | Q2 2020 | Q3 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 3 | 3.87% | 3.99% | 4.18% | Q1 2021 | Q3 2021 | 3 |
MARSHWINDS ADVISORY CO | 3 | 3 | 0.42% | 0.45% | 0.49% | Q2 2018 | Q4 2018 | 3 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q4 2018 | Q2 2019 | 3 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.18% | 0.21% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
CWS Financial Advisors, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2019 | Q2 2020 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Castellan Group | 3 | 3 | 1.49% | 1.61% | 1.72% | Q4 2022 | Q2 2023 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.24% | 0.63% | Q1 2019 | Q3 2019 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 3 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 3 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Beach Investment Management, LLC. | 3 | 3 | 1.52% | 1.81% | 2.25% | Q2 2018 | Q4 2018 | 3 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q2 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cipher Capital LP | 2 | 1 | 0.47% | 0.64% | 0.84% | Q3 2019 | Q2 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.12% | 0.72% | 1.04% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
WealthBridge Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q1 2022 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Kaizen Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Castleton Investment Management LLC | 3 | 3 | 0.21% | 3.26% | 5.35% | Q2 2018 | Q4 2018 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 1 | 0.18% | 0.84% | 1.34% | Q3 2020 | Q2 2021 | 3 |
BESSEMER SECURITIES LLC | 3 | 3 | 0.60% | 0.70% | 0.78% | Q3 2019 | Q1 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
South Dakota Investment Council | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 3 | 0.50% | 0.52% | 0.55% | Q3 2021 | Q1 2022 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2018 | Q4 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Paragon Capital Management Ltd | 2 | 1 | 0.01% | 0.23% | 0.35% | Q2 2018 | Q4 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Polianta Ltd | 2 | 1 | 0.48% | 0.51% | 0.57% | Q1 2020 | Q3 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
American Investment Services, Inc. | 3 | 3 | 0.53% | 0.70% | 0.80% | Q2 2018 | Q4 2018 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.30% | 0.33% | 0.35% | Q2 2018 | Q4 2018 | 3 |
Signition LP | 3 | 3 | 0.22% | 0.25% | 0.28% | Q2 2018 | Q4 2018 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.53% | 0.61% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Senator Investment Group LP | 3 | 3 | 0.19% | 0.22% | 0.24% | Q3 2021 | Q1 2022 | 3 |
BTG Pactual Global Asset Management Ltd | 3 | 3 | 0.29% | 0.56% | 0.76% | Q1 2023 | Q3 2023 | 3 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Brand Asset Management Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Advisor OS, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Investment Management Corp of Ontario | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Soros Fund Management | 2 | 1 | 0.09% | 0.17% | 0.28% | Q2 2018 | Q2 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
COWA, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
PointState Capital LP | 1 | 1 | 0.03% | 0.15% | 0.24% | Q2 2018 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
First National Advisers, LLC | 3 | 3 | 0.20% | 0.26% | 0.30% | Q4 2022 | Q2 2023 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
State of Wyoming | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Clear Sky Advisers, LLC | 3 | 3 | 3.96% | 5.33% | 6.68% | Q1 2022 | Q3 2022 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2022 | 3 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.16% | 0.21% | 0.29% | Q1 2020 | Q3 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.16% | 0.66% | 1.11% | Q2 2020 | Q4 2020 | 3 |
Corvex Management LP | 3 | 3 | 0.43% | 1.61% | 2.29% | Q2 2020 | Q4 2020 | 3 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.28% | 0.31% | 0.38% | Q2 2018 | Q4 2018 | 3 |
Price Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Dai-ichi Life Insurance Company, Ltd | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Sustainable Insight Capital Management, LLC | 3 | 3 | 0.45% | 1.20% | 2.00% | Q3 2018 | Q1 2019 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
LBP AM SA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Nova R Wealth, Inc. | 2 | 1 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q1 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q4 2018 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.21% | 0.29% | 0.36% | Q3 2019 | Q4 2020 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.07% | 0.16% | 0.26% | Q1 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
BCK CAPITAL MANAGEMENT LP | 2 | 2 | 0.58% | 1.05% | 1.52% | Q4 2020 | Q1 2021 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Candriam S.C.A. | 2 | 2 | 0.02% | 0.07% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Employers Holdings, Inc. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.48% | 1.39% | 2.30% | Q3 2018 | Q2 2019 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.25% | 0.48% | Q3 2022 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Jupiter Investment Management Ltd | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q1 2020 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.23% | 0.36% | 0.48% | Q2 2020 | Q3 2020 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.10% | 0.19% | Q2 2019 | Q1 2020 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.15% | 0.24% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Lourd Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.10% | 0.20% | 0.30% | Q2 2023 | Q3 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.32% | 0.33% | 0.35% | Q1 2023 | Q2 2023 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Jaffetilchin Investment Partners, LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q1 2019 | Q2 2019 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Shelter Harbor Advisors, LP | 1 | 1 | 2.21% | 4.18% | 6.16% | Q2 2018 | Q1 2019 | 2 |
Lansing Street Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.19% | 0.27% | 0.35% | Q2 2019 | Q3 2019 | 2 |
GOODWIN DANIEL L | 2 | 2 | 0.28% | 0.30% | 0.31% | Q1 2021 | Q2 2021 | 2 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
STEPH & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q2 2019 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q2 2022 | Q2 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q2 2019 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Atria Investments, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
NORTHPOINTE CAPITAL LLC | 2 | 2 | 0.60% | 0.78% | 0.95% | Q3 2018 | Q4 2018 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q2 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Bank of New Hampshire | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.21% | 0.23% | 0.26% | Q1 2020 | Q2 2020 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.31% | 0.56% | 0.81% | Q2 2023 | Q3 2023 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.07% | 0.42% | 0.78% | Q2 2018 | Q1 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 0.84% | 5.45% | 10.05% | Q3 2020 | Q4 2020 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Islet Management, LP | 1 | 1 | 0.84% | 1.43% | 2.02% | Q2 2020 | Q2 2020 | 2 |
Peoples Bank/KS | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2023 | Q4 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q4 2021 | 2 |
BRADLEY FOSTER & SARGENT INC/CT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.35% | 0.39% | 0.43% | Q3 2018 | Q4 2018 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 1.28% | 1.28% | 1.28% | Q2 2022 | Q3 2022 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.05% | 0.10% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
JB Capital LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2022 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GRAND JEAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2018 | Q2 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Resource Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CATAWBA CAPITAL MANAGEMENT /VA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2018 | Q2 2018 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Providence Wealth Advisors, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2018 | Q2 2018 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clearline Capital LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Athos Capital Ltd | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2020 | Q2 2020 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2020 | Q3 2020 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
HERON FINANCIAL GROUP, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q4 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Park Place Capital Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Research Global Investors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CTC Capital Management, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2022 | Q4 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Brahman Capital Corp. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TI-TRUST, INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2021 | Q3 2021 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2020 | Q2 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2019 | Q1 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Third Point | 1 | 1 | 1.22% | 1.22% | 1.22% | Q2 2020 | Q2 2020 | 1 |
FORT, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2020 | Q1 2020 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2021 | Q1 2021 | 1 |
Caption Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
RAMIUS ADVISORS LLC | 1 | 1 | 4.27% | 4.27% | 4.27% | Q2 2020 | Q2 2020 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Leisure Capital Management | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2018 | Q2 2018 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
ALLSTATE CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2021 | Q2 2021 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ROGCO, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Holistic Financial Partners | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evanston Investments, Inc., dba Evanston Advisors | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2018 | Q2 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2020 | Q3 2020 | 1 |
SWS Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Commonwealth Retirement Investments LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Jump Trading, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
SG3 Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Polarity Investment Partners LP | 1 | 1 | 1.93% | 1.93% | 1.93% | Q4 2021 | Q4 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
One Fin Capital Management LP | 1 | 1 | 12.40% | 12.40% | 12.40% | Q2 2020 | Q2 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lifeworks Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Asset Planning Services, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EASTERN BANK | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global X Management CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2022 | Q4 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
5th Street Advisors, LLC | 1 | 1 | 5.14% | 5.14% | 5.14% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Sageworth Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
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This page lists all the filers that currently own EVERGY INC or have owned EVERGY INC in the past.