Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 21 |
PEAK6 Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 19 |
WOLVERINE TRADING, LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q1 2022 | Q3 2023 | 18 |
Sutton Wealth Advisors Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2023 | 15 |
Walleye Trading LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 9 |
M&R CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 8 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 8 |
GREAT LAKES ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fortis Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
CHARTWELL INVESTMENT PARTNERS, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 8 | 8 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ensign Peak Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
APG Asset Management US Inc. | 7 | 7 | 0.35% | 0.40% | 0.49% | Q1 2022 | Q3 2023 | 7 |
MILLENNIUM MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RHUMBLINE ADVISERS | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VANGUARD GROUP INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Invesco Ltd. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BNP Paribas Asset Management Holding S.A. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AMERICAN CENTURY COMPANIES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sugarloaf Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q2 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Kaizen Financial Strategies | 7 | 7 | 0.20% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MATTERN CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.92% | 0.97% | 1.09% | Q1 2022 | Q3 2023 | 7 |
AQR Capital Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CIBC Asset Management Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Uniplan Investment Counsel, Inc. | 7 | 7 | 1.21% | 1.26% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Vest Financial, LLC | 7 | 7 | 1.09% | 1.34% | 1.55% | Q1 2022 | Q3 2023 | 7 |
ProShare Advisors LLC | 7 | 7 | 0.34% | 0.49% | 0.63% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BURKE & HERBERT BANK & TRUST CO | 7 | 7 | 0.48% | 0.56% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Tower Research Capital LLC (TRC) | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NISA INVESTMENT ADVISORS, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DIMENSIONAL FUND ADVISORS LP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Pacer Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RUSH ISLAND MANAGEMENT, LP | 7 | 7 | 5.35% | 10.05% | 16.13% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 7 | 7 | 0.02% | 0.04% | 0.13% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Norinchukin Bank, The | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 7 | 7 | 0.16% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
TEXAS PERMANENT SCHOOL FUND CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ethic Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AVIVA PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Treasurer of the State of North Carolina | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AXA S.A. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.07% | 0.31% | 0.44% | Q1 2022 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Swiss National Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 7 | 7 | 0.05% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Vert Asset Management LLC | 7 | 7 | 1.19% | 1.38% | 1.50% | Q1 2022 | Q3 2023 | 7 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
abrdn plc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fiduciary Group LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
RB Capital Management, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 7 | 7 | 0.86% | 0.95% | 1.04% | Q1 2022 | Q3 2023 | 7 |
Rodgers Brothers Inc. | 7 | 7 | 0.09% | 0.18% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ALGERT GLOBAL LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Rafferty Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UBS Group AG | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HEITMAN REAL ESTATE SECURITIES LLC | 7 | 7 | 0.05% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITIGROUP INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Louisiana State Employees Retirement System | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kentucky Retirement Systems Insurance Trust Fund | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
STRS OHIO | 7 | 7 | 0.03% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
State of New Jersey Common Pension Fund D | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
State of Wyoming | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
XPONANCE, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GEODE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Amundi | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Retirement Systems of Alabama | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
STATE STREET CORP | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
BANK OF AMERICA CORP /DE/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARTFORD INVESTMENT MANAGEMENT CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.09% | 0.37% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Resolution Capital Ltd | 7 | 7 | 3.59% | 5.11% | 6.74% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SG Americas Securities, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Research Global Investors | 7 | 7 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIL Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.02% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
State of Tennessee, Treasury Department | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
RWC Asset Management LLP | 7 | 7 | 0.48% | 0.65% | 1.15% | Q1 2022 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TFC Financial Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.04% | 0.11% | 0.43% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DAVIS SELECTED ADVISERS | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
LINCLUDEN MANAGEMENT LTD | 7 | 7 | 0.67% | 0.77% | 0.98% | Q1 2022 | Q3 2023 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kentucky Retirement Systems | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Legal & General Group Plc | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BlackRock Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Robeco Institutional Asset Management B.V. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MONETARY MANAGEMENT GROUP INC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Handelsbanken Fonder AB | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SMITH SHELLNUT WILSON LLC /ADV | 7 | 7 | 0.14% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MACKENZIE FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Utah Retirement Systems | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Arizona State Retirement System | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Fort Point Capital Partners LLC | 7 | 7 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Nuveen Asset Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SECURIAN ASSET MANAGEMENT, INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SENTRY INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Kesler, Norman & Wride, LLC | 6 | 6 | 0.24% | 0.37% | 0.44% | Q2 2022 | Q3 2023 | 6 |
Ellevest, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Glassman Wealth Services | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Russell Investments Group, Ltd. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ING GROEP NV | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.26% | 0.29% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Pearl River Capital, LLC | 5 | 1 | 0.04% | 0.15% | 0.28% | Q1 2022 | Q3 2023 | 6 |
Byrne Asset Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Inspire Investing, LLC | 6 | 6 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q3 2023 | 6 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Xcel Wealth Management, LLC | 5 | 1 | 0.06% | 1.15% | 1.51% | Q1 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTACT INVESTMENT MANAGEMENT INC. | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Powell Investment Advisors, LLC | 4 | 2 | 0.12% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 4 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Renaissance Technologies | 6 | 6 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
PICTET ASSET MANAGEMENT SA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Clark Capital Management Group, Inc. | 6 | 6 | 0.37% | 0.49% | 0.62% | Q2 2022 | Q3 2023 | 6 |
State of Alaska, Department of Revenue | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 6 | 0.00% | 0.06% | 0.14% | Q1 2022 | Q2 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.04% | 0.07% | 0.12% | Q2 2022 | Q3 2023 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Loudon Investment Management, LLC | 6 | 6 | 0.84% | 0.90% | 0.98% | Q2 2022 | Q3 2023 | 6 |
OSSIAM | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2023 | 6 |
NOMURA HOLDINGS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Lumature Wealth Partners, LLC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MQS Management LLC | 6 | 6 | 0.19% | 0.38% | 0.59% | Q2 2022 | Q3 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Principal Street Partners, LLC | 4 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Qube Research & Technologies Ltd | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kinloch Capital, LLC | 5 | 5 | 1.51% | 1.69% | 1.83% | Q3 2022 | Q3 2023 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Masterton Capital Management, LP | 5 | 5 | 3.66% | 9.47% | 17.33% | Q3 2022 | Q3 2023 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 5 |
NovaPoint Capital, LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.03% | 0.11% | 0.22% | Q1 2022 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Squarepoint Ops LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 1 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Adelante Capital Management LLC | 5 | 5 | 0.07% | 0.55% | 0.74% | Q4 2021 | Q4 2022 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
STRATEGY ASSET MANAGERS LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Gotham Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
PGGM Investments | 5 | 5 | 0.02% | 0.28% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COHEN & STEERS, INC. | 5 | 5 | 0.00% | 0.11% | 0.20% | Q1 2022 | Q1 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.14% | 0.27% | Q4 2021 | Q2 2023 | 5 |
Baird Financial Group, Inc. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Lafayette Investments | 3 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
TOBAM | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.07% | 0.28% | 0.73% | Q1 2022 | Q2 2023 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Engineers Gate Manager LP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TRILLIUM ASSET MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAPTRUST FINANCIAL ADVISORS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ABEILLE ASSET MANAGEMENT SA | 4 | 4 | 0.02% | 0.31% | 1.15% | Q1 2022 | Q4 2022 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 4 |
JB Capital LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 2 | 0.08% | 0.17% | 0.36% | Q1 2022 | Q2 2023 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 1.43% | 1.48% | 1.51% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 4 |
Employees Retirement System of Texas | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q1 2023 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.22% | 0.26% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.18% | 0.30% | Q1 2022 | Q4 2022 | 4 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Morningstar Investment Management LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
NATIXIS | 4 | 4 | 0.02% | 0.11% | 0.28% | Q1 2022 | Q4 2022 | 4 |
WESTPAC BANKING CORP | 4 | 4 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q1 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
NORGES BANK | 4 | 4 | 0.17% | 0.18% | 0.19% | Q1 2022 | Q4 2022 | 4 |
Weiss Multi-Strategy Advisers LLC | 4 | 4 | 0.12% | 0.28% | 0.54% | Q1 2022 | Q4 2022 | 4 |
Janney Capital Management LLC | 4 | 4 | 0.46% | 0.49% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Waterfront Capital Partners, LLC | 3 | 1 | 2.90% | 4.16% | 5.37% | Q1 2022 | Q1 2023 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.02% | 0.15% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Simplicity Solutions, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.14% | 0.24% | 0.34% | Q3 2022 | Q2 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Azimuth Capital Investment Management LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OFI INVEST ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GRS Advisors, LLC | 2 | 1 | 2.75% | 3.19% | 3.74% | Q4 2022 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ExodusPoint Capital Management, LP | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
DUALITY ADVISERS, LP | 3 | 3 | 0.07% | 0.29% | 0.49% | Q1 2022 | Q3 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ALLSTATE CORP | 3 | 3 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q2 2023 | 3 |
AXS Investments LLC | 3 | 3 | 0.32% | 0.61% | 0.83% | Q3 2022 | Q1 2023 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
HAMEL ASSOCIATES, INC. | 3 | 3 | 0.73% | 0.79% | 0.85% | Q3 2022 | Q1 2023 | 3 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GSI Capital Advisors LLC | 3 | 3 | 1.98% | 2.08% | 2.17% | Q4 2022 | Q2 2023 | 3 |
AlphaCrest Capital Management LLC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2022 | 3 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.21% | 0.42% | 0.61% | Q2 2022 | Q3 2023 | 3 |
Intrua Financial, LLC | 2 | 1 | 0.05% | 0.05% | 0.07% | Q2 2022 | Q1 2023 | 3 |
American Portfolios Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Financial Network Wealth Management LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 1.13% | 1.25% | 1.37% | Q2 2022 | Q3 2022 | 2 |
HGI Capital Management, LLC | 2 | 2 | 3.27% | 4.66% | 6.05% | Q1 2022 | Q2 2022 | 2 |
Truadvice, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
TWINBEECH CAPITAL LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.46% | 0.51% | 0.57% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Vanderbilt University | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Elequin Capital, LP | 2 | 2 | 0.01% | 0.16% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
US Asset Management LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Cipher Capital LP | 1 | 1 | 0.16% | 0.23% | 0.31% | Q3 2022 | Q1 2023 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.73% | 0.81% | 0.88% | Q1 2022 | Q4 2022 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Hazelview Securities Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q1 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.05% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Redpoint Investment Management Pty Ltd | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.02% | 0.20% | 0.37% | Q2 2022 | Q4 2022 | 2 |
Bridgewater Associates | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 2 |
BAILARD, INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.07% | 0.11% | Q4 2022 | Q2 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beck Bode, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
Blossom Wealth Management | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2022 | Q1 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2022 | Q1 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Hill Winds Capital LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2022 | Q3 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Forward Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EARNEST PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PROFUND ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Echo Street Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Creegan & Nassoura Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Pendal Group Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AEW CAPITAL MANAGEMENT L P | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
EXANE DERIVATIVES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Long Pond Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Howard Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
This page lists all the filers that currently own FEDERAL RLTY INVT TR NEW or have owned FEDERAL RLTY INVT TR NEW in the past.