Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.01% | Q1 2009 | Q3 2023 | 59 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Citadel Advisors | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
AQR Capital Management | 42 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.81% | 2.29% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.11% | 0.22% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.04% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RICE HALL JAMES & ASSOCIATES, LLC | 42 | 42 | 0.06% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.08% | 0.52% | 1.14% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 0.78% | 1.75% | 2.82% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.04% | 0.51% | 1.11% | Q2 2013 | Q3 2023 | 42 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 41 |
RK Capital | 41 | 41 | 0.59% | 1.45% | 2.71% | Q3 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 41 |
HSBC HOLDINGS PLC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 30 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 40 |
TWO SIGMA ADVISERS, LP | 19 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 39 | 39 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2022 | 39 |
STRS OHIO | 22 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 35 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 38 |
First Horizon Advisors, Inc. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
Renaissance Technologies | 30 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.14% | 0.25% | 0.36% | Q2 2013 | Q3 2022 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 37 | 37 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 37 |
ISTHMUS PARTNERS, LLC | 36 | 36 | 0.17% | 0.39% | 1.89% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 28 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
People's United Financial, Inc. | 35 | 35 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2022 | 35 |
ProShare Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q4 2021 | 35 |
D. E. Shaw & Co., Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 35 |
Copeland Capital Management, LLC | 30 | 4 | 0.00% | 0.88% | 1.86% | Q2 2014 | Q3 2023 | 34 |
Willow Creek Wealth Management Inc. | 34 | 34 | 0.03% | 0.53% | 0.90% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 33 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
PROFUND ADVISORS LLC | 29 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2023 | 34 |
FDx Advisors, Inc. | 20 | 13 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
BROWN ADVISORY INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Conestoga Capital Advisors, LLC | 33 | 33 | 0.64% | 3.08% | 4.42% | Q3 2015 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Cordasco Financial Network | 29 | 3 | 0.42% | 0.69% | 0.95% | Q4 2013 | Q2 2022 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 31 |
MARTINGALE ASSET MANAGEMENT L P | 18 | 13 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 31 |
Aviance Capital Partners, LLC | 31 | 31 | 0.07% | 0.12% | 0.18% | Q1 2016 | Q3 2023 | 31 |
JANUS HENDERSON GROUP PLC | 21 | 1 | 0.00% | 0.04% | 0.17% | Q4 2014 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
AXIOM INVESTORS LLC /DE | 20 | 11 | 0.05% | 0.14% | 0.23% | Q4 2015 | Q3 2023 | 31 |
BESSEMER GROUP INC | 18 | 6 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
VICTORY CAPITAL MANAGEMENT INC | 19 | 11 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
TRUIST FINANCIAL CORP | 16 | 13 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Creative Planning | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 29 |
SANDLER CAPITAL MANAGEMENT | 29 | 29 | 0.41% | 1.02% | 2.04% | Q3 2016 | Q3 2023 | 29 |
FMR LLC | 25 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 29 |
SG Americas Securities, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
TimesSquare Capital Management, LLC | 29 | 29 | 0.23% | 0.36% | 0.60% | Q3 2016 | Q3 2023 | 29 |
PineBridge Investments, L.P. | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 28 |
PEAK6 Investments LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 28 |
NORGES BANK | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Saturna Capital CORP | 21 | 7 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 28 |
RIVERBRIDGE PARTNERS LLC | 28 | 28 | 0.55% | 1.00% | 1.58% | Q4 2016 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMALGAMATED BANK | 20 | 7 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 18 | 9 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2022 | 27 |
IFP Advisors, Inc | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 26 |
EULAV Asset Management | 25 | 25 | 0.02% | 0.72% | 1.46% | Q3 2017 | Q3 2023 | 25 |
Cubist Systematic Strategies, LLC | 17 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 25 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 3 | 0.00% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 25 |
AlphaOne Investment Services, LLC | 25 | 25 | 0.69% | 1.00% | 1.48% | Q2 2013 | Q2 2019 | 25 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q4 2022 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Aperio Group, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 24 |
QS Investors, LLC | 13 | 3 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q2 2021 | 24 |
NATIXIS ADVISORS, L.P. | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 23 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 12 | 11 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q2 2020 | 23 |
Gemmer Asset Management LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q1 2023 | 23 |
LS Investment Advisors, LLC | 21 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2021 | 23 |
WINTON GROUP Ltd | 23 | 23 | 0.02% | 0.15% | 0.56% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 22 |
ALPS ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 12 | 2 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
SHELTON CAPITAL MANAGEMENT | 14 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
LPL Financial LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Certified Advisory Corp | 11 | 10 | 0.04% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.02% | 0.12% | 0.26% | Q2 2017 | Q2 2023 | 21 |
Hardy Reed LLC | 20 | 20 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management Co., Ltd. | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 20 |
RMB Capital Management, LLC | 20 | 20 | 0.01% | 0.28% | 0.43% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Financial Architects, Inc | 17 | 3 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q2 2021 | 20 |
Man Group plc | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
MARCO INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 19 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 19 |
MACKENZIE FINANCIAL CORP | 9 | 4 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 13 | 6 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2021 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 19 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
AXA S.A. | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NICHOLAS COMPANY, INC. | 18 | 18 | 0.12% | 0.16% | 0.21% | Q2 2019 | Q3 2023 | 18 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2017 | 18 |
EVERENCE CAPITAL MANAGEMENT INC | 18 | 18 | 0.04% | 0.07% | 0.09% | Q3 2018 | Q4 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FORT, L.P. | 18 | 18 | 0.03% | 0.43% | 0.61% | Q2 2018 | Q3 2022 | 18 |
Handelsbanken Fonder AB | 14 | 1 | 0.00% | 0.06% | 0.43% | Q4 2015 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.10% | 0.16% | 0.29% | Q3 2019 | Q3 2023 | 17 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 17 |
AdvisorNet Financial, Inc | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.10% | Q3 2015 | Q3 2019 | 17 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q2 2018 | 17 |
MACQUARIE GROUP LTD | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 16 |
OneDigital Investment Advisors LLC | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Archer Investment Corp | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Assenagon Asset Management S.A. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 16 |
KBC Group NV | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 16 |
Capital World Investors | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
Bridge City Capital, LLC | 16 | 16 | 0.70% | 0.88% | 1.08% | Q4 2019 | Q3 2023 | 16 |
HARDING LOEVNER LP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Trexquant Investment LP | 7 | 1 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 7 | 0.07% | 0.17% | 0.41% | Q2 2019 | Q1 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Cutler Group LLC / CA | 6 | 4 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2020 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 1.86% | 2.45% | 3.10% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Pier Capital, LLC | 15 | 15 | 0.95% | 1.25% | 1.43% | Q1 2020 | Q3 2023 | 15 |
EAGLE ASSET MANAGEMENT INC | 10 | 5 | 0.02% | 0.08% | 0.11% | Q1 2014 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
AVIVA PLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Global Retirement Partners, LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
ALGERT GLOBAL LLC | 15 | 15 | 0.05% | 0.19% | 0.32% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 14 | 14 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q2 2020 | 14 |
Quadrature Capital Ltd | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 14 |
Employees Retirement System of Texas | 14 | 14 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ARGENT CAPITAL MANAGEMENT LLC | 11 | 3 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 14 |
BAHL & GAYNOR INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 14 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 14 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Capital Investment Counsel, Inc | 14 | 14 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q2 2023 | 14 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.10% | 0.18% | Q1 2016 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 14 |
Inspire Investing, LLC | 11 | 1 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2017 | 14 |
Allianz Asset Management GmbH | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.04% | 0.07% | 0.08% | Q4 2018 | Q1 2022 | 14 |
Janney Montgomery Scott LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kingfisher Capital LLC | 13 | 13 | 0.60% | 0.83% | 0.94% | Q3 2020 | Q3 2023 | 13 |
WESTPAC BANKING CORP | 8 | 5 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q4 2021 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
THB ASSET MANAGEMENT | 8 | 5 | 0.04% | 0.12% | 0.23% | Q3 2015 | Q4 2020 | 13 |
Stanley-Laman Group, Ltd. | 12 | 1 | 0.09% | 0.25% | 0.33% | Q4 2013 | Q3 2021 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2022 | 13 |
Granahan Investment Management | 13 | 13 | 0.11% | 0.32% | 0.49% | Q2 2013 | Q2 2016 | 13 |
LVW Advisors, LLC | 13 | 13 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 13 |
FEDERATED HERMES, INC. | 9 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.13% | 0.21% | 0.29% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Rheos Capital Works Inc. | 12 | 12 | 0.39% | 0.49% | 0.59% | Q4 2020 | Q3 2023 | 12 |
HANCOCK WHITNEY CORP | 12 | 12 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Prudent Man Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.13% | Q3 2020 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.04% | 0.18% | Q3 2019 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Montanaro Asset Management Ltd | 12 | 12 | 0.85% | 1.22% | 3.08% | Q4 2020 | Q3 2023 | 12 |
Gotham Asset Management, LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q1 2023 | 12 |
Mariner, LLC | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2016 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.15% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
State of Wyoming | 11 | 11 | 0.00% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Hillsdale Investment Management Inc. | 9 | 1 | 0.14% | 0.32% | 0.50% | Q1 2016 | Q3 2020 | 11 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Icon Wealth Partners, LLC | 8 | 3 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.02% | 0.09% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2022 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q3 2019 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.04% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.03% | 0.05% | 0.14% | Q4 2017 | Q2 2020 | 11 |
Epoch Investment Partners, Inc. | 11 | 11 | 0.10% | 0.13% | 0.21% | Q1 2020 | Q3 2022 | 11 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 10 |
HM PAYSON & CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.05% | 0.18% | Q3 2020 | Q3 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 10 | 10 | 0.02% | 0.07% | 0.16% | Q4 2017 | Q1 2020 | 10 |
Atria Investments, Inc | 9 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 10 |
PDT Partners, LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q1 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
Advisor OS, LLC | 10 | 10 | 0.06% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q1 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Redwood Investments, LLC | 10 | 10 | 0.04% | 1.25% | 2.56% | Q3 2019 | Q4 2021 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baker Ellis Asset Management LLC | 10 | 10 | 0.18% | 0.24% | 0.30% | Q2 2021 | Q3 2023 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q4 2022 | 10 |
XPONANCE, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Spark Investment Management LLC | 5 | 4 | 0.05% | 0.13% | 0.26% | Q3 2013 | Q1 2020 | 9 |
Kestra Advisory Services, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NN Investment Partners Holdings N.V. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Forward Management, LLC | 9 | 9 | 0.03% | 0.06% | 0.10% | Q2 2014 | Q2 2016 | 9 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
OppenheimerFunds, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
OXFORD ASSET MANAGEMENT LLP | 7 | 2 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q3 2019 | 9 |
Wealth Alliance | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.10% | 0.71% | Q1 2016 | Q1 2018 | 9 |
Cetera Investment Advisers | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2019 | 9 |
LAZARD ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 9 |
Connectus Wealth, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
LOWE BROCKENBROUGH & CO INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Magnus Financial Group LLC | 7 | 1 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q4 2020 | 8 |
LRT Capital Management, LLC | 8 | 8 | 0.79% | 1.72% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Robeco Institutional Asset Management B.V. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
BetterWealth, LLC | 8 | 8 | 0.16% | 0.28% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
6 Meridian | 8 | 8 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2020 | 8 |
Intercontinental Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q2 2023 | 8 |
Quantamental Technologies LLC | 4 | 1 | 0.04% | 0.12% | 0.22% | Q4 2018 | Q3 2023 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2017 | Q1 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WESBANCO BANK INC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 8 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2021 | 8 |
Clearstead Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DekaBank Deutsche Girozentrale | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
PRIVATE TRUST CO NA | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Ergoteles LLC | 5 | 1 | 0.01% | 0.09% | 0.54% | Q3 2020 | Q1 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
EFG Asset Management (North America) Corp. | 7 | 7 | 0.26% | 0.37% | 0.44% | Q4 2021 | Q2 2023 | 7 |
Laurus Investment Counsel Inc. | 7 | 7 | 0.96% | 1.34% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
US Asset Management LLC | 4 | 3 | 0.35% | 0.37% | 0.40% | Q3 2021 | Q2 2023 | 7 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Catalyst Capital Advisors LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 7 |
GUARDIAN CAPITAL LP | 7 | 7 | 0.02% | 0.17% | 0.23% | Q3 2020 | Q1 2022 | 7 |
Jump Financial, LLC | 7 | 7 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Eagle Bay Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
CIM, LLC | 6 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q3 2021 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.09% | 0.14% | Q1 2021 | Q4 2022 | 7 |
TORONTO DOMINION BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Core Alternative Capital | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Vestcor Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 7 | 0.09% | 0.11% | 0.14% | Q4 2013 | Q2 2015 | 7 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 7 | 7 | 0.15% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
C M BIDWELL & ASSOCIATES LTD | 7 | 7 | 0.07% | 0.12% | 0.25% | Q4 2018 | Q2 2020 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.08% | 0.17% | 0.23% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Tarbox Family Office, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Apriem Advisors | 4 | 2 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 6 |
Handelsinvest Investeringsforvaltning | 6 | 6 | 0.67% | 1.38% | 2.19% | Q4 2015 | Q1 2017 | 6 |
SIPHRON CAPITAL MANAGEMENT /CA/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 6 | 6 | 0.62% | 1.12% | 1.37% | Q2 2022 | Q3 2023 | 6 |
Cerity Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.01% | 0.07% | 0.13% | Q1 2022 | Q2 2023 | 6 |
PEAK6 Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 2 | 0.04% | 0.11% | 0.25% | Q4 2018 | Q2 2020 | 6 |
Intellectus Partners, LLC | 4 | 1 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.08% | 0.12% | 0.20% | Q4 2021 | Q1 2023 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
TFS CAPITAL LLC | 5 | 1 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q1 2016 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 6 |
WILLIAM HARRIS INVESTORS INC | 6 | 6 | 1.23% | 1.35% | 1.64% | Q2 2013 | Q3 2014 | 6 |
EMERALD ADVISERS, LLC | 6 | 6 | 0.70% | 1.12% | 1.35% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.12% | 0.15% | Q4 2017 | Q4 2022 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q4 2016 | Q1 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 6 |
Crestline Management, LP | 3 | 1 | 0.06% | 0.20% | 0.32% | Q4 2016 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Global X Management CO LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q2 2017 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.18% | 0.22% | 0.29% | Q4 2018 | Q4 2019 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Ancora Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
361 CAPITAL LLC | 4 | 1 | 0.43% | 0.51% | 0.61% | Q4 2018 | Q1 2020 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Vident Investment Advisory, LLC | 3 | 2 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q2 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
MENTA CAPITAL LLC | 5 | 5 | 0.12% | 0.32% | 0.85% | Q2 2018 | Q2 2019 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Foundry Partners, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q1 2021 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.00% | 0.06% | 0.09% | Q4 2019 | Q4 2020 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Arabesque Asset Management Ltd | 5 | 5 | 1.13% | 1.39% | 2.09% | Q4 2018 | Q4 2019 | 5 |
Prestige Wealth Management Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 5 |
GREAT LAKES ADVISORS, LLC | 5 | 5 | 0.06% | 0.17% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Ardevora Asset Management LLP | 5 | 5 | 0.67% | 0.83% | 1.02% | Q4 2020 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q2 2022 | 5 |
LOGAN CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Maryland State Retirement & Pension System | 4 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.10% | 0.13% | Q3 2019 | Q3 2023 | 5 |
Liontrust Investment Partners LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MCIA Inc | 5 | 5 | 0.34% | 0.43% | 0.48% | Q4 2020 | Q4 2021 | 5 |
MILES CAPITAL, INC. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2016 | Q3 2017 | 4 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Vulcan Value Partners, LLC | 4 | 4 | 0.20% | 0.27% | 0.39% | Q2 2014 | Q1 2015 | 4 |
MATHER GROUP, LLC. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Olympiad Research LP | 2 | 1 | 0.15% | 0.25% | 0.40% | Q3 2020 | Q2 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.96% | 1.64% | 2.43% | Q2 2019 | Q1 2020 | 4 |
MAI Capital Management | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2019 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 4 |
HUSSMAN STRATEGIC ADVISORS, INC. | 4 | 4 | 0.28% | 0.36% | 0.45% | Q3 2015 | Q2 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Proficio Capital Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CX Institutional | 2 | 2 | 0.00% | 0.03% | 0.09% | Q2 2021 | Q2 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.10% | Q4 2017 | Q3 2018 | 4 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 4 |
Thematics Asset Management | 4 | 4 | 0.48% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lido Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q2 2022 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q2 2019 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q4 2018 | 3 |
RATIONAL ADVISORS LLC | 2 | 1 | 0.01% | 0.23% | 0.37% | Q1 2016 | Q2 2021 | 3 |
SECURIAN ASSET MANAGEMENT, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Leucadia National | 2 | 1 | 0.03% | 0.10% | 0.17% | Q3 2017 | Q1 2019 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 3 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 3 |
Caprock Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 3 |
Laurion Capital Management LP | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atom Investors LP | 2 | 1 | 0.02% | 0.08% | 0.17% | Q4 2018 | Q4 2019 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.37% | 0.50% | 0.64% | Q1 2020 | Q3 2020 | 3 |
G&S Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.29% | 0.37% | 0.41% | Q2 2020 | Q4 2020 | 3 |
CROWN ADVISORS MANAGEMENT, INC. | 3 | 3 | 1.33% | 2.32% | 2.84% | Q4 2019 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 1 | 0.33% | 0.64% | 0.81% | Q3 2016 | Q4 2018 | 3 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 3 |
Clarus Wealth Advisors | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2019 | Q3 2019 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Piermont Capital Management Inc. | 3 | 3 | 0.17% | 0.18% | 0.18% | Q2 2015 | Q4 2015 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.05% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 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 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2013 | Q2 2015 | 3 |
Retirement Systems of Alabama | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
R.P. Boggs & Co. | 3 | 3 | 1.94% | 3.59% | 4.45% | Q1 2023 | Q3 2023 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 3 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 3 | 3 | 0.15% | 0.22% | 0.26% | Q1 2016 | Q3 2016 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2020 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Sciencast Management LP | 1 | 1 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q4 2021 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 3 |
SYNOVUS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2020 | Q3 2020 | 3 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2020 | Q1 2021 | 2 |
AJO, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.12% | 0.32% | 0.53% | Q4 2022 | Q1 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q2 2017 | 2 |
Fundsmith | 2 | 2 | 0.42% | 0.43% | 0.43% | Q2 2023 | Q3 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 2 |
Pacer Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.11% | 0.19% | 0.26% | Q4 2019 | Q1 2020 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.11% | 0.12% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Redmond Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Melvin Capital Management LP | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q3 2017 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
EQUITABLE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Cortina Asset Management, LLC | 2 | 2 | 0.34% | 0.42% | 0.50% | Q1 2019 | Q2 2019 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Summit Global Investments | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2016 | Q1 2017 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Versor Investments LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2022 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.08% | 0.16% | 0.25% | Q2 2023 | Q3 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
HighPoint Advisor Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 2 |
Covenant Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CenterBook Partners LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2016 | 2 |
GQ Asset Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2019 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q1 2023 | Q2 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.16% | 0.25% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q2 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q3 2020 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2021 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PineStone Asset Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2020 | Q3 2020 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NATIONAL PENN INVESTORS TRUST CO /PA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Timpani Capital Management LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dean Capital Management | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2014 | Q3 2014 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Noked Israel Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2019 | Q3 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Noked Capital LTD | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Invictus RG | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
FENIMORE ASSET MANAGEMENT INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own EXPONENT INC or have owned EXPONENT INC in the past.