Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 103 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.06% | 0.35% | Q1 2012 | Q3 2023 | 100 |
Citadel Advisors | 42 | 42 | 0.00% | 0.04% | 0.43% | Q2 2013 | Q3 2023 | 100 |
Walleye Trading LLC | 38 | 3 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 97 |
Parallax Volatility Advisers, L.P. | 16 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 19 | 3 | 0.00% | 0.01% | 0.12% | Q2 2016 | Q3 2023 | 74 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 66 |
NOMURA HOLDINGS INC | 19 | 1 | 0.00% | 0.07% | 0.72% | Q4 2012 | Q3 2023 | 64 |
JANE STREET GROUP, LLC | 28 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 63 |
CAPSTONE INVESTMENT ADVISORS, LLC | 21 | 1 | 0.00% | 0.03% | 0.17% | Q1 2016 | Q3 2023 | 63 |
Cutler Group LLC / CA | 10 | 1 | 0.00% | 0.02% | 0.21% | Q4 2015 | Q3 2023 | 62 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 60 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.00% | 0.05% | Q1 2009 | Q3 2023 | 59 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.37% | Q2 2013 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.21% | Q1 2012 | Q3 2023 | 57 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 54 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 52 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.10% | 0.63% | Q2 2013 | Q3 2023 | 52 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 52 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 51 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 51 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.23% | Q1 2013 | Q3 2023 | 50 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.04% | 0.50% | 1.84% | Q3 2011 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.09% | 0.21% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.03% | 0.08% | 0.18% | Q4 2011 | Q3 2023 | 48 |
GLENMEDE TRUST CO NA | 45 | 1 | 0.00% | 0.06% | 0.34% | Q2 2007 | Q3 2023 | 48 |
Cubist Systematic Strategies, LLC | 19 | 5 | 0.01% | 0.10% | 0.44% | Q2 2014 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 45 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 44 |
TWO SIGMA SECURITIES, LLC | 10 | 1 | 0.00% | 0.02% | 0.12% | Q3 2016 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.13% | Q4 2012 | Q3 2023 | 44 |
Paloma Partners Management Co | 15 | 1 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q1 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.08% | 0.18% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.10% | 0.32% | Q4 2012 | Q3 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.04% | 0.14% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.06% | 0.11% | 0.25% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.19% | 0.60% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.06% | 0.13% | 0.29% | Q1 2013 | Q3 2023 | 43 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 43 | 43 | 0.03% | 0.16% | 0.54% | Q1 2013 | Q3 2023 | 43 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.12% | 0.43% | Q2 2013 | Q3 2023 | 43 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.15% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q1 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.08% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.08% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 42 | 42 | 0.07% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.01% | 0.11% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 42 | 42 | 0.04% | 0.21% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.11% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Wellington Shields & Co., LLC | 42 | 42 | 0.02% | 0.49% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Meiji Yasuda Asset Management Co Ltd. | 42 | 42 | 0.02% | 0.20% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.40% | 0.97% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.07% | 0.14% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.06% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.05% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.05% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
COMMERCE BANK | 42 | 42 | 0.00% | 0.42% | 0.90% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.07% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 42 | 42 | 0.02% | 0.11% | 0.80% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.07% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.15% | 0.31% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.07% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2023 | 42 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.50% | 1.68% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.01% | 0.13% | 0.58% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.15% | 0.92% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.08% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.01% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 42 |
West Oak Capital, LLC | 42 | 42 | 0.39% | 0.77% | 1.22% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.66% | 1.14% | 1.52% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.50% | 1.76% | 3.77% | Q2 2013 | Q3 2023 | 42 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.20% | 0.74% | 1.00% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.06% | 0.12% | 0.29% | Q4 2012 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.05% | 0.11% | 0.24% | Q2 2012 | Q4 2022 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.02% | 0.21% | 0.42% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.06% | 0.21% | 0.57% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.13% | 0.97% | Q2 2013 | Q3 2023 | 42 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 42 | 42 | 1.27% | 3.10% | 5.36% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.26% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.06% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.04% | 0.13% | 0.42% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.15% | 0.70% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.08% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.10% | 0.63% | 1.32% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.08% | 0.29% | 1.27% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.27% | 0.87% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.23% | 0.89% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.13% | 0.46% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.02% | 0.39% | 0.71% | Q2 2013 | Q3 2023 | 42 |
BARINGS LLC | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.07% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.24% | 0.56% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.04% | 0.14% | 0.47% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.02% | 0.42% | 1.03% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.26% | 0.84% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.06% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
TEALWOOD ASSET MANAGEMENT INC | 33 | 9 | 0.16% | 0.72% | 1.21% | Q1 2013 | Q3 2023 | 42 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 42 | 42 | 0.00% | 0.31% | 1.68% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.06% | 0.86% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.13% | 0.51% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.07% | 0.16% | 0.43% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.03% | 0.26% | 0.51% | Q2 2013 | Q3 2023 | 42 |
MARIETTA INVESTMENT PARTNERS LLC | 42 | 42 | 0.10% | 0.35% | 0.63% | Q2 2013 | Q3 2023 | 42 |
CAPITAL COUNSEL LLC/NY | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.06% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.06% | 0.25% | 0.40% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Fruth Investment Management | 42 | 42 | 0.28% | 0.80% | 1.35% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.10% | 0.35% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.05% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.07% | 0.32% | 0.48% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.08% | 0.54% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.42% | 1.37% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.03% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.06% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 22 | 19 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 23 | 18 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 41 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 41 | 41 | 0.00% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.02% | 0.14% | 0.53% | Q2 2013 | Q3 2023 | 41 |
TORONTO DOMINION BANK | 40 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.09% | 0.16% | 0.35% | Q3 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO | 30 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 41 | 41 | 0.00% | 0.07% | 0.44% | Q3 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 41 | 41 | 0.08% | 0.49% | 0.91% | Q3 2013 | Q3 2023 | 41 |
REGIONS FINANCIAL CORP | 41 | 41 | 0.01% | 0.03% | 0.21% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 31 | 10 | 0.02% | 0.38% | 0.60% | Q2 2013 | Q3 2023 | 41 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.11% | 0.19% | Q1 2014 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.01% | 0.36% | 0.74% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.07% | 0.14% | 0.32% | Q1 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.02% | 0.09% | 0.14% | Q3 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 39 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 41 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 39 | 2 | 0.00% | 0.18% | 0.50% | Q2 2013 | Q3 2023 | 41 |
Annex Advisory Services, LLC | 37 | 4 | 0.04% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.07% | 0.24% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 41 |
SYNOVUS FINANCIAL CORP | 25 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.41% | 1.30% | 1.98% | Q4 2013 | Q3 2023 | 40 |
Fidelity National Financial, Inc. | 39 | 1 | 0.00% | 20.02% | 57.90% | Q2 2013 | Q3 2023 | 40 |
CONNING INC. | 40 | 40 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Longview Partners (Guernsey) LTD | 38 | 2 | 0.49% | 4.77% | 6.18% | Q2 2013 | Q3 2023 | 40 |
Veritable, L.P. | 40 | 40 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.08% | 0.15% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2021 | 40 |
Andra AP-fonden | 22 | 6 | 0.05% | 0.19% | 0.35% | Q2 2013 | Q3 2023 | 40 |
EVERENCE CAPITAL MANAGEMENT INC | 40 | 40 | 0.08% | 0.14% | 0.27% | Q4 2013 | Q3 2023 | 40 |
SENTRY INVESTMENT MANAGEMENT LLC | 33 | 7 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.10% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.09% | 0.16% | 0.35% | Q3 2013 | Q3 2023 | 40 |
FAIRFIELD, BUSH & CO. | 39 | 1 | 0.05% | 0.25% | 0.41% | Q2 2013 | Q2 2023 | 40 |
Boston Partners | 39 | 39 | 0.10% | 0.45% | 0.92% | Q1 2014 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.00% | 0.08% | 0.21% | Q1 2014 | Q3 2023 | 39 |
MAI Capital Management | 17 | 10 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 39 |
GABELLI FUNDS LLC | 38 | 1 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 39 |
OLD NATIONAL BANCORP /IN/ | 39 | 39 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 39 |
PineBridge Investments, L.P. | 27 | 3 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.44% | 1.22% | 3.46% | Q1 2014 | Q3 2023 | 39 |
CANTILLON CAPITAL MANAGEMENT LLC | 39 | 39 | 2.36% | 6.27% | 11.52% | Q2 2013 | Q4 2022 | 39 |
MONTAG A & ASSOCIATES INC | 39 | 39 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2023 | 39 |
JUPITER ASSET MANAGEMENT LTD | 30 | 9 | 0.10% | 0.72% | 2.37% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
DnB Asset Management AS | 39 | 39 | 0.02% | 0.08% | 0.24% | Q2 2014 | Q4 2023 | 39 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 30 | 3 | 0.35% | 2.09% | 2.99% | Q3 2013 | Q3 2023 | 39 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 38 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.07% | 0.14% | 0.28% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.29% | 0.68% | 1.41% | Q1 2014 | Q3 2023 | 39 |
INTRUST BANK NA | 39 | 39 | 0.04% | 0.33% | 0.77% | Q1 2014 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 39 | 39 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 38 |
Hudock, Inc. | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2022 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
SHEPHERD KAPLAN KROCHUK, LLC | 38 | 38 | 0.15% | 0.35% | 0.96% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.02% | 0.13% | 0.39% | Q2 2013 | Q3 2022 | 38 |
Financial Planning & Information Services, Inc. | 38 | 38 | 0.04% | 0.21% | 0.45% | Q4 2013 | Q1 2023 | 38 |
SIGNATUREFD, LLC | 23 | 14 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Aldebaran Financial Inc. | 37 | 37 | 0.37% | 0.67% | 1.33% | Q4 2013 | Q4 2022 | 37 |
LORD, ABBETT & CO. LLC | 35 | 2 | 0.00% | 0.27% | 0.84% | Q2 2013 | Q3 2022 | 37 |
Korea Investment CORP | 28 | 1 | 0.01% | 0.10% | 0.41% | Q2 2013 | Q3 2023 | 37 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 37 | 0.00% | 0.06% | 0.22% | Q3 2014 | Q3 2023 | 37 |
American Research & Management Co. | 27 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 37 |
CWM, LLC | 29 | 8 | 0.00% | 0.20% | 1.38% | Q2 2014 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.07% | 0.17% | 0.26% | Q2 2013 | Q2 2022 | 37 |
Winch Advisory Services, LLC | 35 | 1 | 0.03% | 0.09% | 0.19% | Q1 2014 | Q3 2023 | 37 |
MASTRAPASQUA ASSET MANAGEMENT INC | 31 | 1 | 0.51% | 1.17% | 2.31% | Q2 2013 | Q4 2022 | 37 |
National Pension Service | 37 | 37 | 0.08% | 0.17% | 0.33% | Q3 2014 | Q3 2023 | 37 |
NICHOLAS COMPANY, INC. | 21 | 7 | 0.01% | 0.21% | 0.59% | Q2 2013 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q1 2022 | 36 |
Dana Investment Advisors, Inc. | 15 | 8 | 0.01% | 0.46% | 1.77% | Q2 2013 | Q4 2022 | 36 |
Bartlett & Co. LLC | 18 | 2 | 0.00% | 0.25% | 0.83% | Q2 2013 | Q4 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 32 | 4 | 0.01% | 0.20% | 0.68% | Q2 2013 | Q3 2023 | 36 |
HOWE & RUSLING INC | 36 | 36 | 0.00% | 0.28% | 0.88% | Q1 2014 | Q4 2022 | 36 |
Pettee Investors, Inc. | 36 | 36 | 0.11% | 0.26% | 0.38% | Q4 2013 | Q3 2022 | 36 |
GIRARD PARTNERS LTD. | 36 | 36 | 0.03% | 0.49% | 1.06% | Q1 2014 | Q4 2022 | 36 |
Point72 Asset Management, L.P. | 19 | 1 | 0.00% | 0.39% | 1.52% | Q2 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.07% | 0.14% | 0.36% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.29% | 0.74% | Q4 2014 | Q3 2023 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 1.90% | 6.86% | 9.78% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.19% | 0.63% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.02% | 0.07% | 0.21% | Q1 2015 | Q3 2023 | 35 |
Stack Financial Management, Inc | 35 | 35 | 0.89% | 1.46% | 1.92% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Norman Fields, Gottscho Capital Management, LLC | 27 | 8 | 0.10% | 0.17% | 0.25% | Q4 2013 | Q4 2022 | 35 |
TDAM USA INC. | 35 | 35 | 0.02% | 0.31% | 0.63% | Q2 2013 | Q4 2021 | 35 |
WESBANCO BANK INC | 30 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 35 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 35 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 18 | 17 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.02% | 0.07% | 0.14% | Q3 2014 | Q1 2023 | 35 |
Portland Global Advisors LLC | 35 | 35 | 0.04% | 0.12% | 0.18% | Q2 2013 | Q4 2021 | 35 |
MACKENZIE FINANCIAL CORP | 24 | 11 | 0.00% | 0.04% | 0.23% | Q4 2014 | Q3 2023 | 35 |
Candriam S.C.A. | 34 | 34 | 0.01% | 0.06% | 0.16% | Q2 2015 | Q3 2023 | 35 |
HighTower Advisors, LLC | 33 | 2 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 35 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.12% | 0.48% | Q3 2014 | Q3 2022 | 35 |
Parkside Financial Bank & Trust | 33 | 1 | 0.03% | 0.08% | 0.14% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2023 | 34 |
ING GROEP NV | 17 | 1 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 34 |
WASHINGTON TRUST BANK | 34 | 34 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q2 2022 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2022 | 34 |
Spears Abacus Advisors LLC | 34 | 34 | 0.04% | 0.64% | 3.07% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.07% | 0.14% | Q2 2015 | Q3 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 34 |
World Asset Management Inc | 34 | 34 | 0.06% | 0.12% | 0.26% | Q2 2013 | Q3 2021 | 34 |
Tredje AP-fonden | 34 | 34 | 0.07% | 0.24% | 0.94% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 34 |
TUDOR INVESTMENT CORP ET AL | 5 | 2 | 0.00% | 0.18% | 1.05% | Q4 2013 | Q3 2023 | 34 |
People's United Financial, Inc. | 18 | 16 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2022 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2021 | 34 |
Kidder Stephen W | 34 | 34 | 0.08% | 0.13% | 0.21% | Q3 2014 | Q4 2022 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.12% | 0.46% | 0.96% | Q2 2013 | Q2 2021 | 33 |
Squarepoint Ops LLC | 8 | 2 | 0.00% | 0.20% | 0.74% | Q3 2015 | Q3 2023 | 33 |
PRIVATE TRUST CO NA | 20 | 6 | 0.01% | 0.08% | 0.19% | Q1 2013 | Q3 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.84% | 1.03% | 1.25% | Q2 2013 | Q2 2021 | 33 |
1832 Asset Management L.P. | 19 | 14 | 0.00% | 0.16% | 0.68% | Q4 2014 | Q1 2023 | 33 |
Alberta Investment Management Corp | 15 | 4 | 0.01% | 0.13% | 0.62% | Q2 2013 | Q3 2023 | 33 |
Brown Advisory Securities, LLC | 33 | 33 | 0.31% | 0.48% | 1.13% | Q3 2013 | Q3 2021 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.01% | 0.30% | Q3 2015 | Q3 2023 | 33 |
MOTCO | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
Epoch Investment Partners, Inc. | 18 | 15 | 0.00% | 0.48% | 1.25% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q3 2023 | 33 |
Janney Montgomery Scott LLC | 29 | 4 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 33 |
PRUDENTIAL PLC | 24 | 1 | 0.00% | 0.14% | 0.49% | Q4 2013 | Q3 2023 | 33 |
FIL Ltd | 27 | 6 | 0.00% | 0.25% | 0.67% | Q2 2013 | Q3 2023 | 33 |
TRUST CO OF VERMONT | 24 | 1 | 0.00% | 0.02% | 0.15% | Q1 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.08% | 0.17% | Q4 2015 | Q4 2023 | 33 |
Private Advisor Group, LLC | 22 | 2 | 0.01% | 0.04% | 0.19% | Q4 2013 | Q3 2023 | 33 |
STEPHENS INC /AR/ | 25 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 33 |
Richard Bernstein Advisors LLC | 24 | 9 | 0.04% | 0.17% | 0.33% | Q2 2013 | Q2 2022 | 33 |
VALLEY NATIONAL ADVISERS INC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 26 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 33 |
TCTC Holdings, LLC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
ZWJ INVESTMENT COUNSEL INC | 31 | 1 | 0.02% | 0.35% | 1.50% | Q1 2015 | Q3 2023 | 33 |
MOODY LYNN & LIEBERSON, LLC | 32 | 32 | 0.02% | 0.07% | 0.49% | Q4 2014 | Q3 2022 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.06% | 0.20% | Q4 2015 | Q3 2023 | 32 |
Echo Street Capital Management LLC | 15 | 2 | 0.00% | 0.76% | 2.31% | Q4 2013 | Q2 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 21 | 4 | 0.00% | 0.13% | 0.38% | Q3 2014 | Q3 2023 | 32 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 31 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 32 |
Sky Investment Group LLC | 32 | 32 | 0.08% | 0.85% | 1.23% | Q4 2015 | Q3 2023 | 32 |
Schonfeld Strategic Advisors LLC | 18 | 2 | 0.00% | 0.28% | 1.08% | Q1 2016 | Q3 2023 | 32 |
Employees Retirement System of Texas | 30 | 2 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q2 2022 | 32 |
SEGALL BRYANT & HAMILL, LLC | 19 | 1 | 0.00% | 0.04% | 0.43% | Q4 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.03% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 32 |
AMUNDI ASSET MANAGEMENT US, INC. | 32 | 32 | 0.04% | 0.13% | 0.46% | Q2 2013 | Q1 2021 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.14% | 0.56% | 1.05% | Q4 2015 | Q3 2023 | 32 |
Buffington Mohr McNeal | 32 | 32 | 0.14% | 1.99% | 4.59% | Q4 2015 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 31 |
USCA RIA LLC | 31 | 31 | 0.04% | 0.06% | 0.16% | Q4 2013 | Q2 2021 | 31 |
Meiji Yasuda Life Insurance Co | 17 | 1 | 0.01% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Voya Financial Advisors, Inc. | 27 | 4 | 0.02% | 0.09% | 0.31% | Q1 2015 | Q3 2023 | 31 |
UNITED FIRE GROUP INC | 31 | 31 | 0.22% | 0.35% | 0.72% | Q2 2013 | Q4 2020 | 31 |
ISTHMUS PARTNERS, LLC | 16 | 15 | 0.03% | 0.11% | 1.63% | Q4 2014 | Q3 2022 | 31 |
DUPONT CAPITAL MANAGEMENT CORP | 23 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 31 |
CRAWFORD INVESTMENT COUNSEL INC | 31 | 31 | 0.01% | 0.74% | 1.47% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.16% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Artisan Partners Limited Partnership | 27 | 27 | 0.01% | 0.73% | 2.27% | Q1 2016 | Q3 2022 | 31 |
Aperio Group, LLC | 31 | 31 | 0.06% | 0.09% | 0.21% | Q2 2013 | Q4 2020 | 31 |
SHELTON CAPITAL MANAGEMENT | 27 | 4 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.11% | 0.25% | Q2 2013 | Q4 2020 | 31 |
BALYASNY ASSET MANAGEMENT L.P. | 20 | 8 | 0.00% | 0.26% | 1.00% | Q3 2015 | Q3 2023 | 30 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 30 |
Carroll Financial Associates, Inc. | 27 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2021 | 30 |
Plante Moran Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 30 |
State of New Jersey Common Pension Fund D | 30 | 30 | 0.01% | 0.11% | 0.26% | Q2 2016 | Q3 2023 | 30 |
OPPENHEIMER & CO INC | 15 | 15 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q4 2022 | 30 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.32% | 1.87% | Q2 2013 | Q3 2023 | 30 |
Mariner, LLC | 30 | 30 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.02% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Calamos Advisors LLC | 29 | 29 | 0.02% | 0.19% | 0.39% | Q3 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.08% | 0.12% | 0.15% | Q2 2013 | Q3 2020 | 30 |
EAGLE GLOBAL ADVISORS LLC | 30 | 30 | 0.04% | 0.25% | 0.60% | Q4 2015 | Q1 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.06% | 0.24% | Q1 2014 | Q3 2023 | 30 |
Savant Capital, LLC | 30 | 30 | 0.00% | 0.05% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Laurion Capital Management LP | 5 | 1 | 0.00% | 0.04% | 0.39% | Q4 2015 | Q1 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.08% | 0.15% | 0.44% | Q4 2013 | Q4 2020 | 29 |
THOMAS WHITE INTERNATIONAL LTD | 29 | 29 | 0.02% | 0.19% | 0.36% | Q2 2016 | Q2 2023 | 29 |
Chicago Partners Investment Group LLC | 25 | 1 | 0.00% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 29 |
QS Investors, LLC | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2021 | 29 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 1 | 0.01% | 0.16% | 0.57% | Q2 2013 | Q1 2022 | 29 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 29 | 29 | 0.30% | 0.74% | 0.90% | Q3 2016 | Q3 2023 | 29 |
YHB Investment Advisors, Inc. | 25 | 4 | 0.11% | 0.41% | 0.77% | Q2 2013 | Q1 2022 | 29 |
Three Peaks Capital Management, LLC | 29 | 29 | 0.77% | 1.76% | 3.04% | Q4 2013 | Q4 2020 | 29 |
MARTINGALE ASSET MANAGEMENT L P | 29 | 29 | 0.01% | 0.16% | 0.61% | Q2 2013 | Q2 2020 | 29 |
Gotham Asset Management, LLC | 9 | 1 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 29 |
Stonebridge Capital Advisors LLC | 12 | 1 | 0.00% | 0.06% | 0.18% | Q4 2013 | Q3 2023 | 29 |
ADVISOR PARTNERS LLC | 26 | 3 | 0.07% | 0.12% | 0.23% | Q1 2015 | Q2 2022 | 29 |
Lombard Odier Asset Management (Europe) Ltd | 20 | 9 | 0.02% | 0.30% | 1.21% | Q2 2016 | Q3 2023 | 29 |
WHITE PINE CAPITAL LLC | 29 | 29 | 0.00% | 0.11% | 0.18% | Q4 2014 | Q4 2021 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 28 | 0.00% | 0.02% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Nitorum Capital, L.P. | 25 | 3 | 1.49% | 4.62% | 7.17% | Q4 2015 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.09% | 0.19% | 0.36% | Q4 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.00% | 0.10% | 0.38% | Q1 2009 | Q3 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.07% | 0.15% | 0.28% | Q4 2016 | Q3 2023 | 28 |
CIBC WORLD MARKETS CORP | 28 | 28 | 0.01% | 0.15% | 0.57% | Q4 2016 | Q3 2023 | 28 |
ONTARIO TEACHERS PENSION PLAN BOARD | 23 | 1 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q3 2022 | 28 |
DAVENPORT & Co LLC | 28 | 28 | 0.00% | 0.03% | 0.34% | Q4 2016 | Q3 2023 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 24 | 1 | 0.00% | 0.08% | 0.33% | Q4 2013 | Q4 2023 | 28 |
Osborn Williams & Donohoe LLC | 28 | 28 | 0.10% | 0.12% | 0.16% | Q2 2013 | Q1 2020 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.01% | 0.13% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
EAGLE CAPITAL MANAGEMENT LLC | 21 | 1 | 0.00% | 0.67% | 2.13% | Q2 2013 | Q1 2021 | 28 |
State of Alaska, Department of Revenue | 27 | 1 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q3 2023 | 28 |
Brinker Capital Investments, LLC | 18 | 10 | 0.00% | 0.05% | 0.19% | Q3 2015 | Q4 2022 | 28 |
BlueMar Capital Management, LLC | 19 | 9 | 0.89% | 5.15% | 12.85% | Q4 2015 | Q3 2023 | 28 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 28 | 28 | 0.11% | 0.25% | 0.38% | Q1 2016 | Q4 2022 | 28 |
Perkins Coie Trust Co | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 15 | 1 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q3 2023 | 28 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 25 | 3 | 0.17% | 0.65% | 1.21% | Q2 2013 | Q3 2022 | 28 |
Country Club Trust Company, n.a. | 28 | 28 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q1 2020 | 28 |
NewEdge Advisors, LLC | 28 | 28 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Legacy Private Trust Co. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q4 2022 | 27 |
NATIXIS | 14 | 1 | 0.01% | 0.10% | 0.42% | Q1 2016 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 19 | 8 | 0.08% | 0.21% | 1.74% | Q2 2013 | Q1 2020 | 27 |
AMICA MUTUAL INSURANCE CO | 27 | 27 | 0.09% | 0.13% | 0.28% | Q2 2013 | Q4 2019 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.06% | 0.12% | 0.36% | Q2 2013 | Q4 2019 | 27 |
MONTAG & CALDWELL, LLC | 27 | 27 | 0.02% | 2.73% | 3.60% | Q2 2016 | Q4 2022 | 27 |
EXANE DERIVATIVES | 27 | 27 | 0.00% | 0.24% | 2.26% | Q4 2015 | Q2 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
PEAK6 Group LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 27 |
BANQUE PICTET & CIE SA | 27 | 27 | 0.00% | 0.49% | 1.04% | Q4 2016 | Q2 2023 | 27 |
Independent Advisor Alliance | 24 | 3 | 0.02% | 0.08% | 0.31% | Q4 2016 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.03% | 0.05% | 0.14% | Q3 2013 | Q2 2020 | 27 |
WEST PACES ADVISORS INC. | 20 | 7 | 0.00% | 0.02% | 0.14% | Q4 2016 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.52% | 0.70% | 0.98% | Q1 2013 | Q3 2019 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.00% | 0.01% | 0.07% | Q2 2014 | Q4 2021 | 27 |
ZACKS INVESTMENT MANAGEMENT | 17 | 4 | 0.00% | 0.37% | 0.86% | Q2 2013 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 27 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.38% | 1.18% | Q2 2015 | Q1 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.05% | 0.08% | 0.11% | Q1 2017 | Q3 2023 | 27 |
LEVEL FOUR ADVISORY SERVICES, LLC | 27 | 27 | 0.06% | 0.11% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Laurel Wealth Advisors, Inc. | 27 | 27 | 0.05% | 0.09% | 0.12% | Q2 2016 | Q4 2022 | 27 |
FIRST CITIZENS BANK & TRUST CO | 13 | 2 | 0.01% | 0.11% | 0.36% | Q2 2013 | Q3 2022 | 27 |
SEVEN EIGHT CAPITAL, LP | 8 | 1 | 0.02% | 0.33% | 0.98% | Q4 2013 | Q2 2023 | 27 |
Mirae Asset Global Investments Co., Ltd. | 27 | 27 | 0.01% | 0.13% | 0.24% | Q1 2017 | Q3 2023 | 27 |
Findlay Park Partners LLP | 17 | 10 | 0.87% | 3.09% | 4.66% | Q2 2013 | Q2 2021 | 27 |
Vident Investment Advisory, LLC | 24 | 1 | 0.00% | 0.11% | 0.34% | Q4 2014 | Q2 2023 | 27 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27 | 27 | 0.00% | 0.26% | 1.30% | Q4 2016 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
RMB Capital Management, LLC | 24 | 2 | 0.01% | 0.09% | 0.29% | Q1 2017 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.00% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.01% | 0.03% | 0.18% | Q2 2013 | Q4 2019 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.01% | 0.14% | 0.81% | Q2 2013 | Q3 2019 | 26 |
PITCAIRN CO | 26 | 26 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q1 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 26 |
SUN LIFE FINANCIAL INC | 26 | 26 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q1 2023 | 26 |
Achmea Investment Management B.V. | 14 | 12 | 0.01% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 26 |
Incline Global Management LLC | 18 | 6 | 0.48% | 4.25% | 7.63% | Q1 2017 | Q2 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 4.35% | 23.87% | 36.09% | Q2 2017 | Q3 2023 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.10% | 0.43% | Q3 2014 | Q3 2023 | 26 |
Penserra Capital Management LLC | 21 | 5 | 0.00% | 0.04% | 0.29% | Q4 2015 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.01% | 0.12% | 0.21% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.09% | 0.17% | Q3 2016 | Q3 2023 | 26 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q2 2020 | 25 |
SVA Wealth Management, LLC | 25 | 25 | 0.15% | 0.23% | 0.30% | Q4 2014 | Q4 2020 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.29% | 0.84% | Q3 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Proficio Capital Partners LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q4 2021 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Pegasus Partners Ltd. | 18 | 7 | 0.07% | 0.25% | 0.80% | Q1 2017 | Q3 2023 | 25 |
Cipher Capital LP | 7 | 1 | 0.04% | 0.46% | 1.00% | Q1 2014 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 1.11% | 3.16% | Q1 2016 | Q1 2023 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Evercore Wealth Management, LLC | 19 | 6 | 0.00% | 0.16% | 1.22% | Q2 2013 | Q2 2022 | 25 |
Horizon Investments, LLC | 11 | 7 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 8 | 1 | 0.00% | 0.21% | 0.88% | Q4 2013 | Q3 2023 | 25 |
EAGLE ASSET MANAGEMENT INC | 15 | 10 | 0.00% | 0.10% | 0.51% | Q1 2017 | Q2 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.10% | 0.16% | 0.27% | Q4 2015 | Q4 2021 | 25 |
C WorldWide Group Holding A/S | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2021 | 25 |
Keeley-Teton Advisors, LLC | 25 | 25 | 0.06% | 0.17% | 0.30% | Q1 2017 | Q1 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.16% | 0.54% | 0.79% | Q3 2017 | Q3 2023 | 25 |
GREAT LAKES ADVISORS, LLC | 14 | 11 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 25 |
HANCOCK WHITNEY CORP | 13 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 25 |
Compagnie Lombard Odier SCmA | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 25 |
Calamos Wealth Management LLC | 25 | 25 | 0.02% | 0.37% | 1.09% | Q3 2016 | Q3 2022 | 25 |
CARLSON CAPITAL L P | 13 | 1 | 0.10% | 0.40% | 0.81% | Q1 2014 | Q3 2023 | 25 |
LINCOLN NATIONAL CORP | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2022 | 25 |
Amica Retiree Medical Trust | 25 | 25 | 0.08% | 0.12% | 0.28% | Q4 2013 | Q4 2019 | 25 |
Pineno Levin & Ford Asset Management, Inc. | 25 | 25 | 1.34% | 1.88% | 2.48% | Q4 2015 | Q4 2021 | 25 |
Inspire Investing, LLC | 24 | 24 | 0.06% | 0.41% | 1.11% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Mn Services Vermogensbeheer B.V. | 14 | 10 | 0.07% | 0.18% | 0.42% | Q1 2016 | Q3 2023 | 24 |
BB&T SECURITIES, LLC | 24 | 24 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2019 | 24 |
Legacy Capital Partners, Inc. | 24 | 24 | 0.10% | 0.17% | 0.26% | Q2 2016 | Q1 2022 | 24 |
FORSTA AP-FONDEN | 15 | 1 | 0.07% | 0.20% | 0.42% | Q4 2015 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.06% | 0.15% | 0.27% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 24 | 24 | 1.92% | 2.66% | 3.38% | Q2 2013 | Q1 2019 | 24 |
Tortoise Investment Management, LLC | 21 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 24 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 5 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.06% | 0.21% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.10% | 0.39% | 0.74% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.41% | 1.11% | 1.64% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.62% | 2.33% | 3.73% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.12% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q2 2023 | 24 |
Assenagon Asset Management S.A. | 23 | 1 | 0.00% | 0.21% | 1.36% | Q3 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Community Bank, N.A. | 16 | 1 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 24 |
Burt Wealth Advisors | 20 | 4 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2020 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q1 2019 | 24 |
Treasurer of the State of North Carolina | 24 | 24 | 0.09% | 0.20% | 0.55% | Q4 2017 | Q3 2023 | 24 |
CITY HOLDING CO | 24 | 24 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2022 | 24 |
Centerpoint Advisors, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Pictet North America Advisors SA | 23 | 23 | 0.03% | 0.28% | 1.34% | Q1 2017 | Q3 2022 | 23 |
GREENLEAF TRUST | 19 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.06% | 0.24% | Q1 2018 | Q3 2023 | 23 |
First American Bank | 10 | 4 | 0.03% | 0.35% | 0.46% | Q4 2015 | Q4 2021 | 23 |
FARALLON CAPITAL MANAGEMENT LLC | 23 | 23 | 0.81% | 1.99% | 4.82% | Q1 2016 | Q3 2021 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.16% | 0.26% | 0.60% | Q2 2013 | Q4 2018 | 23 |
MARSHWINDS ADVISORY CO | 23 | 23 | 0.14% | 0.19% | 0.29% | Q2 2013 | Q4 2018 | 23 |
Summit Global Investments | 15 | 8 | 0.02% | 0.24% | 1.33% | Q4 2016 | Q3 2022 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.25% | 1.48% | Q2 2017 | Q4 2022 | 23 |
Quantitative Investment Management, LLC | 10 | 1 | 0.01% | 0.18% | 0.79% | Q2 2013 | Q2 2023 | 23 |
GAM Holding AG | 14 | 1 | 0.00% | 0.13% | 0.64% | Q3 2013 | Q3 2021 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 23 |
AMICA PENSION FUND BOARD OF TRUSTEES | 23 | 23 | 0.08% | 0.11% | 0.28% | Q2 2013 | Q4 2018 | 23 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q2 2023 | 23 |
Weitz Investment Management | 13 | 2 | 0.02% | 1.63% | 3.19% | Q2 2013 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.28% | 0.91% | Q1 2018 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 22 | 22 | 1.23% | 1.86% | 2.54% | Q4 2016 | Q1 2022 | 22 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 14 | 2 | 0.10% | 0.60% | 1.08% | Q3 2015 | Q4 2022 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
C M BIDWELL & ASSOCIATES LTD | 19 | 3 | 0.00% | 0.02% | 0.22% | Q2 2016 | Q4 2021 | 22 |
CHARTWELL INVESTMENT PARTNERS, LLC | 22 | 22 | 0.03% | 0.07% | 0.21% | Q3 2016 | Q4 2021 | 22 |
Mount Yale Investment Advisors, LLC | 11 | 11 | 0.02% | 0.17% | 0.64% | Q1 2018 | Q3 2023 | 22 |
EULAV Asset Management | 15 | 7 | 0.01% | 0.38% | 0.78% | Q4 2013 | Q3 2022 | 22 |
Atria Investments, Inc | 19 | 3 | 0.02% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.09% | 0.24% | Q1 2018 | Q3 2023 | 22 |
Haverford Trust Co | 22 | 22 | 0.01% | 0.01% | 0.07% | Q3 2017 | Q4 2022 | 22 |
PARK AVENUE SECURITIES LLC | 21 | 1 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 22 |
Cerity Partners LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 22 |
HONEYWELL INTERNATIONAL INC | 21 | 1 | 0.34% | 0.58% | 0.82% | Q2 2013 | Q4 2018 | 22 |
NN Investment Partners Holdings N.V. | 14 | 2 | 0.00% | 0.04% | 0.10% | Q1 2016 | Q1 2022 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 22 |
Jacobi Capital Management LLC | 16 | 6 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 22 |
KLCM Advisors, Inc. | 22 | 22 | 0.09% | 0.24% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Moisand Fitzgerald Tamayo, LLC | 18 | 2 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2022 | 22 |
Csenge Advisory Group | 20 | 2 | 0.02% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 22 |
Reynders McVeigh Capital Management, LLC | 22 | 22 | 0.04% | 0.13% | 0.21% | Q2 2018 | Q3 2023 | 22 |
OAK RIDGE INVESTMENTS LLC | 22 | 22 | 0.25% | 0.41% | 0.60% | Q3 2017 | Q4 2022 | 22 |
Sunriver Management LLC | 19 | 3 | 2.50% | 5.99% | 8.50% | Q4 2015 | Q3 2022 | 22 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 22 | 22 | 0.21% | 0.76% | 1.90% | Q1 2017 | Q2 2022 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.27% | 0.71% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Engineers Gate Manager LP | 12 | 1 | 0.02% | 0.20% | 0.58% | Q4 2014 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2018 | 22 |
OLD DOMINION CAPITAL MANAGEMENT INC | 22 | 22 | 0.10% | 0.95% | 1.40% | Q4 2013 | Q1 2019 | 22 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.31% | 1.52% | Q2 2013 | Q3 2023 | 21 |
Midwest Professional Planners, LTD. | 21 | 21 | 0.34% | 0.69% | 1.07% | Q4 2017 | Q4 2022 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q4 2022 | 21 |
PARK NATIONAL CORP /OH/ | 17 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2022 | 21 |
FIRST HAWAIIAN BANK | 17 | 1 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 21 |
PARK PRESIDIO CAPITAL LLC | 13 | 2 | 0.31% | 6.78% | 14.25% | Q1 2016 | Q3 2022 | 21 |
ACG Wealth | 20 | 1 | 0.02% | 0.11% | 0.26% | Q4 2016 | Q2 2022 | 21 |
Channing Capital Management, LLC | 19 | 2 | 0.10% | 0.49% | 0.91% | Q4 2015 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.00% | 0.15% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 20 | 1 | 0.00% | 0.05% | 0.21% | Q2 2017 | Q3 2023 | 21 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 2 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 21 |
Copperwynd Financial, LLC | 21 | 21 | 0.13% | 0.23% | 0.32% | Q4 2017 | Q4 2022 | 21 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.07% | 0.47% | Q3 2015 | Q3 2023 | 21 |
WINTON GROUP Ltd | 11 | 1 | 0.00% | 0.11% | 0.50% | Q2 2014 | Q2 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 21 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 21 | 21 | 0.10% | 0.27% | 0.80% | Q3 2013 | Q3 2018 | 21 |
AE Wealth Management LLC | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Cox Capital Mgt LLC | 21 | 21 | 0.68% | 1.02% | 1.95% | Q3 2018 | Q3 2023 | 21 |
NAVELLIER & ASSOCIATES INC | 12 | 1 | 0.03% | 0.77% | 2.35% | Q3 2013 | Q3 2023 | 21 |
Ninety One UK Ltd | 15 | 6 | 0.02% | 0.40% | 1.50% | Q2 2013 | Q4 2020 | 21 |
BP PLC | 21 | 21 | 0.08% | 0.17% | 0.32% | Q2 2016 | Q2 2021 | 21 |
HOERTKORN RICHARD CHARLES | 21 | 21 | 0.06% | 0.07% | 0.10% | Q4 2013 | Q4 2018 | 21 |
MARCO INVESTMENT MANAGEMENT LLC | 20 | 1 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q4 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2018 | 21 |
Cornerstone Advisors, Inc. | 19 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 21 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.36% | 1.58% | Q2 2013 | Q2 2023 | 20 |
STEADFAST CAPITAL MANAGEMENT LP | 17 | 17 | 0.93% | 4.38% | 9.09% | Q2 2019 | Q2 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 19 | 1 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q2 2021 | 20 |
Yorktown Management & Research Co Inc | 18 | 2 | 0.04% | 0.10% | 0.21% | Q3 2015 | Q2 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Select Equity Group, L.P. | 13 | 6 | 0.06% | 1.71% | 3.72% | Q2 2017 | Q3 2022 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.09% | 0.11% | 0.14% | Q2 2013 | Q1 2018 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.08% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Seelaus Asset Management LLC | 20 | 20 | 0.16% | 0.30% | 0.53% | Q1 2018 | Q4 2022 | 20 |
LOOMIS SAYLES & CO L P | 14 | 2 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q2 2022 | 20 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 20 | 20 | 0.26% | 0.75% | 1.18% | Q4 2015 | Q3 2020 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 20 |
Meritage Group LP | 19 | 1 | 0.00% | 7.05% | 13.31% | Q3 2017 | Q4 2022 | 20 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.08% | 0.24% | Q2 2014 | Q3 2023 | 20 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 20 |
TIEMANN INVESTMENT ADVISORS, LLC | 20 | 20 | 0.09% | 0.17% | 0.21% | Q3 2017 | Q2 2022 | 20 |
ERn Financial, LLC | 20 | 20 | 0.07% | 0.31% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Artemis Investment Management LLP | 20 | 20 | 0.01% | 0.44% | 1.73% | Q2 2016 | Q1 2021 | 20 |
CIM INVESTMENT MANAGEMENT INC | 17 | 3 | 0.09% | 0.21% | 0.33% | Q1 2018 | Q3 2023 | 20 |
Sabal Trust CO | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2022 | 20 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q3 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.03% | 0.05% | 0.07% | Q1 2013 | Q4 2017 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.09% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Addison Capital Co | 20 | 20 | 0.17% | 0.32% | 0.60% | Q2 2015 | Q1 2020 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 17 | 3 | 0.03% | 0.10% | 0.26% | Q4 2016 | Q4 2022 | 20 |
Cetera Advisor Networks LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Zurich Insurance Group Ltd/FI | 20 | 20 | 0.04% | 0.30% | 0.80% | Q2 2016 | Q1 2021 | 20 |
Simplicity Solutions, LLC | 17 | 3 | 0.00% | 0.10% | 0.40% | Q3 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.07% | 0.18% | Q4 2015 | Q3 2020 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q2 2022 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.19% | 0.40% | 0.67% | Q2 2013 | Q1 2018 | 20 |
DELTEC ASSET MANAGEMENT LLC | 20 | 20 | 0.03% | 0.66% | 1.06% | Q4 2016 | Q3 2021 | 20 |
HERMES INVESTMENT MANAGEMENT LTD | 15 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 20 |
ZEKE CAPITAL ADVISORS, LLC | 17 | 3 | 0.01% | 0.66% | 3.88% | Q2 2017 | Q3 2022 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.07% | 0.14% | 0.20% | Q4 2017 | Q3 2022 | 20 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 20 |
Bank Pictet & Cie (Europe) AG | 17 | 3 | 0.06% | 0.90% | 1.96% | Q4 2016 | Q1 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Oribel Capital Management, LP | 6 | 1 | 0.54% | 2.76% | 6.71% | Q4 2016 | Q3 2021 | 19 |
MGO ONE SEVEN LLC | 16 | 1 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 19 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 19 |
NICOLET ADVISORY SERVICES, LLC | 19 | 19 | 0.12% | 0.21% | 0.31% | Q1 2019 | Q3 2023 | 19 |
WINTRUST INVESTMENTS LLC | 17 | 2 | 0.03% | 0.09% | 0.27% | Q2 2018 | Q1 2023 | 19 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 8 | 0.03% | 0.08% | 0.37% | Q4 2015 | Q4 2020 | 19 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.17% | 0.31% | 0.46% | Q1 2019 | Q3 2023 | 19 |
WEDBUSH SECURITIES INC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.02% | 0.10% | 0.72% | Q4 2017 | Q2 2022 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 18 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 19 |
Dynamic Advisor Solutions LLC | 17 | 1 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.05% | 0.21% | Q1 2019 | Q3 2023 | 19 |
VISTA INVESTMENT MANAGEMENT | 19 | 19 | 0.18% | 0.90% | 1.71% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.16% | 0.25% | Q1 2019 | Q3 2023 | 19 |
BOSTON FAMILY OFFICE LLC | 19 | 19 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q2 2022 | 19 |
OARSMAN CAPITAL, INC. | 12 | 7 | 0.08% | 0.11% | 0.15% | Q1 2017 | Q4 2021 | 19 |
NuWave Investment Management, LLC | 18 | 1 | 0.01% | 0.38% | 1.51% | Q4 2017 | Q3 2022 | 19 |
Palestra Capital Management LLC | 13 | 1 | 2.11% | 6.18% | 8.68% | Q1 2016 | Q4 2022 | 19 |
Polar Capital LLP | 18 | 18 | 0.31% | 0.91% | 1.49% | Q2 2013 | Q3 2017 | 18 |
FOX RUN MANAGEMENT, L.L.C. | 9 | 1 | 0.05% | 0.26% | 0.62% | Q1 2016 | Q3 2023 | 18 |
WEALTHFRONT Corp | 11 | 7 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 18 |
Clarius Group, LLC | 16 | 2 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 18 |
EMINENCE CAPITAL, LP | 8 | 2 | 0.31% | 0.90% | 2.04% | Q2 2013 | Q3 2022 | 18 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.01% | 0.72% | 6.25% | Q1 2020 | Q3 2023 | 18 |
BRAUN STACEY ASSOCIATES INC | 18 | 18 | 0.39% | 0.72% | 0.96% | Q3 2016 | Q4 2020 | 18 |
CI INVESTMENTS INC. | 18 | 18 | 0.00% | 0.30% | 0.72% | Q2 2019 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Empire Life Investments Inc. | 18 | 18 | 0.99% | 2.52% | 4.34% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
MV CAPITAL MANAGEMENT, INC. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 18 |
MEEDER ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q3 2022 | 18 |
Kendall Capital Management | 16 | 2 | 0.10% | 0.52% | 0.96% | Q4 2017 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.14% | 0.25% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Argent Trust Co | 18 | 18 | 0.02% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 18 |
SII INVESTMENTS INC/WI | 10 | 8 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2017 | 18 |
BBR PARTNERS, LLC | 18 | 18 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q2 2020 | 18 |
Magnetar Financial LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 13 | 2 | 0.00% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 18 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2018 | 18 |
Beacon Pointe Advisors, LLC | 18 | 18 | 0.01% | 0.04% | 0.16% | Q2 2019 | Q3 2023 | 18 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 15 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
ClariVest Asset Management LLC | 14 | 1 | 0.00% | 0.27% | 0.92% | Q2 2016 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 17 | 1 | 0.00% | 0.07% | 0.12% | Q4 2015 | Q2 2020 | 18 |
Handelsbanken Fonder AB | 17 | 1 | 0.04% | 0.46% | 0.96% | Q4 2015 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.09% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 4 | 0.00% | 0.09% | 0.36% | Q3 2015 | Q1 2023 | 18 |
FRED ALGER MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.49% | 1.76% | Q4 2016 | Q1 2021 | 18 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 17 | 1 | 0.00% | 0.04% | 0.70% | Q1 2014 | Q3 2019 | 18 |
Walleye Capital LLC | 5 | 1 | 0.01% | 0.04% | 0.20% | Q1 2019 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 18 |
OPTIMUM INVESTMENT ADVISORS | 18 | 18 | 0.01% | 0.22% | 0.52% | Q3 2019 | Q4 2023 | 18 |
Prestige Wealth Management Group LLC | 17 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
PGGM Investments | 8 | 1 | 0.00% | 0.13% | 0.38% | Q1 2013 | Q2 2021 | 18 |
Tesco Pension Investment Ltd | 18 | 18 | 1.32% | 4.37% | 5.82% | Q3 2016 | Q4 2020 | 18 |
EdgePoint Investment Group Inc. | 18 | 18 | 2.87% | 4.64% | 6.42% | Q2 2018 | Q3 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.33% | 0.43% | 0.54% | Q2 2013 | Q3 2017 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q1 2019 | 18 |
MACKAY SHIELDS LLC | 17 | 17 | 0.05% | 0.10% | 0.13% | Q1 2018 | Q1 2022 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Triangle Securities Wealth Management | 11 | 6 | 0.16% | 0.52% | 0.72% | Q2 2013 | Q4 2022 | 17 |
ExodusPoint Capital Management, LP | 16 | 1 | 0.01% | 0.24% | 0.99% | Q1 2019 | Q2 2023 | 17 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 2 | 0.00% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Dorsey & Whitney Trust CO LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2021 | 17 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 17 | 17 | 0.16% | 0.49% | 0.82% | Q3 2019 | Q3 2023 | 17 |
McCarthy Grittinger Financial Group, LLC | 17 | 17 | 0.01% | 0.05% | 0.16% | Q3 2019 | Q3 2023 | 17 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q4 2022 | 17 |
&PARTNERS | 17 | 17 | 0.12% | 0.40% | 0.64% | Q4 2018 | Q4 2022 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.05% | 0.12% | 0.19% | Q3 2019 | Q3 2023 | 17 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.16% | 0.52% | Q4 2013 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Wealthcare Advisory Partners LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 17 |
TWIN CAPITAL MANAGEMENT INC | 9 | 2 | 0.05% | 0.19% | 0.39% | Q2 2017 | Q3 2023 | 17 |
TOMPKINS FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 17 |
ROCKLAND TRUST CO | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.03% | 0.18% | 0.36% | Q1 2017 | Q2 2023 | 17 |
Polaris Wealth Advisory Group, LLC | 11 | 2 | 0.03% | 1.41% | 2.56% | Q2 2013 | Q1 2019 | 17 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q4 2022 | 17 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.06% | 0.23% | 0.55% | Q3 2012 | Q2 2023 | 17 |
FORMULA GROWTH LTD | 17 | 17 | 0.14% | 0.34% | 1.23% | Q3 2019 | Q3 2023 | 17 |
Intermede Investment Partners Ltd | 13 | 4 | 2.38% | 3.79% | 4.79% | Q2 2016 | Q3 2022 | 17 |
Sciencast Management LP | 5 | 1 | 0.19% | 0.64% | 1.35% | Q1 2016 | Q3 2023 | 17 |
Global Trust Asset Management, LLC | 12 | 5 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 17 |
ALPS ADVISORS INC | 17 | 17 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Asset Dedication, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 17 |
First Personal Financial Services | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 17 |
MONETARY MANAGEMENT GROUP INC | 16 | 1 | 0.01% | 0.55% | 1.94% | Q1 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 17 |
Court Place Advisors, LLC | 17 | 17 | 0.20% | 0.39% | 0.53% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.26% | 0.63% | Q3 2019 | Q3 2023 | 17 |
Cadence Bank | 17 | 17 | 0.03% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 17 |
OSSIAM | 16 | 1 | 0.00% | 0.04% | 0.27% | Q2 2019 | Q3 2023 | 17 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.22% | 1.02% | Q1 2017 | Q2 2023 | 17 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.07% | 0.16% | Q2 2014 | Q2 2022 | 17 |
SIMON QUICK ADVISORS, LLC | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2017 | Q3 2021 | 17 |
Lester Murray Antman dba SimplyRich | 13 | 4 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q2 2022 | 17 |
BENJAMIN EDWARDS INC | 15 | 2 | 0.01% | 0.29% | 0.63% | Q1 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q2 2017 | 17 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 2 | 0.03% | 0.29% | 0.62% | Q3 2013 | Q3 2023 | 17 |
CenterStar Asset Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.30% | Q1 2020 | Q2 2022 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q1 2023 | 17 |
First PREMIER Bank | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
Empirical Finance, LLC | 16 | 1 | 0.01% | 0.11% | 0.15% | Q4 2016 | Q3 2023 | 17 |
BBVA USA Bancshares, Inc. | 17 | 17 | 0.01% | 0.16% | 0.39% | Q1 2017 | Q1 2021 | 17 |
FIRST FOUNDATION ADVISORS | 15 | 2 | 0.01% | 0.19% | 0.74% | Q4 2015 | Q1 2023 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.09% | 0.21% | Q4 2018 | Q4 2022 | 17 |
QVR LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q3 2022 | 17 |
Ellevest, Inc. | 14 | 3 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Rathbones Group PLC | 17 | 17 | 0.02% | 0.33% | 0.55% | Q3 2019 | Q3 2023 | 17 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 17 | 17 | 0.15% | 1.14% | 1.77% | Q3 2019 | Q3 2023 | 17 |
Quantitative Systematic Strategies LLC | 10 | 1 | 0.18% | 0.51% | 1.47% | Q3 2014 | Q2 2020 | 17 |
Insight Wealth Strategies, LLC | 17 | 17 | 0.08% | 0.19% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Long Road Investment Counsel, LLC | 17 | 17 | 0.82% | 1.39% | 1.95% | Q3 2019 | Q3 2023 | 17 |
Prana Capital Management, LP | 9 | 2 | 0.10% | 2.03% | 4.52% | Q3 2018 | Q3 2023 | 17 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.20% | 0.33% | Q2 2013 | Q1 2017 | 16 |
Caprock Group, LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 16 |
MISSION WEALTH MANAGEMENT, LP | 16 | 16 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 16 |
Parkwood LLC | 10 | 1 | 0.02% | 0.85% | 2.63% | Q4 2013 | Q3 2022 | 16 |
Rock Creek Group, LP | 15 | 1 | 0.00% | 0.44% | 1.90% | Q4 2018 | Q4 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 16 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.18% | 2.19% | Q3 2018 | Q2 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 16 |
EVERMAY WEALTH MANAGEMENT LLC | 16 | 16 | 0.06% | 0.08% | 0.11% | Q3 2017 | Q2 2021 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Hirtle Callaghan & Co LLC | 10 | 6 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2017 | 16 |
DEARBORN PARTNERS LLC | 16 | 16 | 0.01% | 0.79% | 1.50% | Q4 2019 | Q3 2023 | 16 |
Partners Group Holding AG | 9 | 7 | 0.02% | 0.61% | 1.66% | Q3 2016 | Q1 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 14 | 2 | 0.00% | 0.26% | 0.68% | Q2 2015 | Q2 2023 | 16 |
ALPHA WINDWARD LLC | 10 | 6 | 0.01% | 0.15% | 0.32% | Q2 2013 | Q3 2020 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.05% | 0.09% | 0.22% | Q4 2018 | Q3 2022 | 16 |
Capital Bank & Trust Co | 12 | 4 | 0.00% | 0.22% | 1.30% | Q2 2017 | Q2 2021 | 16 |
Wellington Shields Capital Management, LLC | 9 | 7 | 0.01% | 0.54% | 1.33% | Q3 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
KELLEHER FINANCIAL ADVISORS | 15 | 1 | 0.12% | 2.49% | 3.32% | Q2 2013 | Q2 2021 | 16 |
GLG LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q4 2017 | 16 |
BI Asset Management Fondsmaeglerselskab A/S | 15 | 1 | 0.02% | 0.22% | 0.87% | Q3 2019 | Q3 2023 | 16 |
SECURITY NATIONAL TRUST CO | 14 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2021 | 16 |
BANK PICTET & CIE (ASIA) LTD | 14 | 2 | 0.10% | 0.23% | 0.48% | Q2 2018 | Q3 2022 | 16 |
Spot Trading L.L.C | 3 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2016 | 16 |
NorthCoast Asset Management LLC | 11 | 5 | 0.07% | 0.75% | 2.54% | Q3 2017 | Q3 2021 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.03% | 0.08% | 0.15% | Q4 2019 | Q3 2023 | 16 |
NVWM, LLC | 16 | 16 | 0.01% | 0.04% | 0.34% | Q4 2017 | Q3 2021 | 16 |
Fairbanks Capital Management, Inc. | 10 | 6 | 0.28% | 0.71% | 1.28% | Q2 2019 | Q3 2023 | 16 |
UNIVEST FINANCIAL Corp | 9 | 7 | 0.06% | 0.09% | 0.13% | Q1 2018 | Q1 2022 | 16 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 5 | 0.00% | 0.05% | 0.40% | Q4 2019 | Q4 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.09% | 0.49% | 2.28% | Q2 2013 | Q2 2023 | 16 |
Marshall Wace North America L.P. | 12 | 2 | 0.00% | 0.65% | 1.92% | Q1 2017 | Q3 2021 | 16 |
Buckley Wealth Management, LLC | 16 | 16 | 0.18% | 0.25% | 0.42% | Q4 2017 | Q3 2021 | 16 |
FORT, L.P. | 16 | 16 | 0.03% | 0.42% | 0.71% | Q2 2018 | Q1 2022 | 16 |
Ethic Inc. | 16 | 16 | 0.15% | 0.25% | 0.38% | Q4 2019 | Q3 2023 | 16 |
SADOFF INVESTMENT MANAGEMENT LLC | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 16 |
Psagot Value Holdings Ltd. | 16 | 16 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2021 | 16 |
CORTLAND ASSOCIATES INC/MO | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q1 2022 | 16 |
Laffer Tengler Investments, Inc. | 11 | 5 | 0.36% | 0.46% | 0.59% | Q3 2013 | Q4 2017 | 16 |
Hudson Bay Capital Management LP | 8 | 1 | 0.02% | 0.17% | 0.71% | Q2 2016 | Q4 2022 | 16 |
Marcum Wealth, LLC | 16 | 16 | 0.03% | 0.19% | 0.50% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.00% | 0.17% | 0.54% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.06% | 0.23% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
INGALLS & SNYDER LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.04% | 0.10% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Formidable Asset Management, LLC | 13 | 2 | 0.05% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 11 | 4 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.03% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
PUZO MICHAEL J | 15 | 15 | 0.07% | 0.10% | 0.11% | Q4 2017 | Q2 2021 | 15 |
Lee Financial Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Tidal Investments LLC | 7 | 4 | 0.05% | 0.12% | 0.20% | Q3 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.04% | Q3 2011 | Q3 2015 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.10% | 0.13% | 0.18% | Q2 2013 | Q4 2016 | 15 |
Carlson Capital Management | 15 | 15 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q4 2021 | 15 |
Penbrook Management LLC | 10 | 1 | 0.12% | 0.23% | 0.32% | Q4 2017 | Q3 2023 | 15 |
Quilter Plc | 12 | 3 | 0.01% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 15 |
MOORE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.06% | 0.95% | 2.38% | Q2 2015 | Q2 2022 | 15 |
FIRST FINANCIAL CORP /IN/ | 15 | 15 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.14% | 0.20% | 0.34% | Q3 2016 | Q1 2020 | 15 |
Trust Asset Management LLC | 14 | 1 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 15 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 15 | 15 | 0.11% | 0.48% | 0.82% | Q1 2019 | Q3 2022 | 15 |
Hillsdale Investment Management Inc. | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 15 |
BTC Capital Management, Inc. | 15 | 15 | 0.07% | 0.10% | 0.14% | Q3 2016 | Q1 2020 | 15 |
Hound Partners | 15 | 15 | 1.87% | 4.63% | 10.44% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Clark Capital Management Group, Inc. | 12 | 3 | 0.03% | 0.13% | 0.85% | Q2 2013 | Q3 2022 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 13 | 2 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q2 2017 | 15 |
TimesSquare Capital Management, LLC | 13 | 2 | 0.04% | 0.45% | 0.70% | Q2 2014 | Q4 2018 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Virtue Capital Management, LLC | 14 | 1 | 0.06% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 15 | 15 | 0.03% | 0.15% | 0.30% | Q1 2017 | Q3 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.15% | 0.32% | Q1 2018 | Q3 2023 | 15 |
Freedom Investment Management, Inc. | 14 | 1 | 0.02% | 0.13% | 0.32% | Q4 2016 | Q2 2023 | 15 |
AGF Investments LLC | 6 | 4 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2022 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.19% | 0.63% | Q4 2016 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Wealth Alliance | 15 | 15 | 0.13% | 0.26% | 0.39% | Q1 2020 | Q3 2023 | 15 |
BAMCO INC /NY/ | 15 | 15 | 0.01% | 0.30% | 0.63% | Q3 2019 | Q1 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.15% | 0.49% | 0.85% | Q4 2019 | Q2 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
FIRST MERCANTILE TRUST CO | 13 | 2 | 0.02% | 0.07% | 0.08% | Q2 2013 | Q4 2019 | 15 |
Tortoise Index Solutions, LLC | 15 | 15 | 0.05% | 0.10% | 0.14% | Q1 2019 | Q3 2022 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
AEGON ASSET MANAGEMENT UK PLC | 10 | 2 | 0.03% | 0.87% | 2.01% | Q3 2016 | Q4 2021 | 15 |
CAAS CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.07% | 0.41% | Q1 2021 | Q2 2023 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.06% | 0.16% | 0.26% | Q4 2016 | Q2 2020 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 15 | 15 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2021 | 15 |
IAG Wealth Partners, LLC | 15 | 15 | 0.02% | 0.08% | 0.20% | Q1 2020 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 15 | 15 | 0.00% | 0.10% | 0.61% | Q4 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 15 | 15 | 0.45% | 0.86% | 2.36% | Q3 2019 | Q1 2023 | 15 |
Clear Harbor Asset Management, LLC | 15 | 15 | 0.02% | 0.16% | 0.28% | Q3 2019 | Q1 2023 | 15 |
Oakworth Capital, Inc. | 6 | 4 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 15 |
Interval Partners, LP | 7 | 1 | 0.06% | 0.27% | 0.76% | Q4 2019 | Q2 2023 | 15 |
DUBUQUE BANK & TRUST CO | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 15 |
TOWNSQUARE CAPITAL LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2022 | 14 |
Itau Unibanco Holding S.A. | 5 | 4 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 14 |
FENIMORE ASSET MANAGEMENT INC | 14 | 14 | 0.03% | 1.08% | 1.73% | Q1 2020 | Q2 2023 | 14 |
DAVIDSON INVESTMENT ADVISORS | 14 | 14 | 0.75% | 1.82% | 2.41% | Q3 2019 | Q4 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2016 | 14 |
STALEY CAPITAL ADVISERS INC | 14 | 14 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q4 2022 | 14 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
WALL STREET ASSOCIATES | 8 | 6 | 0.04% | 0.08% | 0.22% | Q2 2013 | Q4 2016 | 14 |
Onex Canada Asset Management Inc. | 14 | 14 | 0.18% | 1.00% | 1.61% | Q2 2019 | Q3 2022 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.14% | 0.36% | Q1 2019 | Q2 2022 | 14 |
CITIZENS & NORTHERN CORP | 12 | 2 | 0.08% | 0.12% | 0.15% | Q2 2018 | Q4 2021 | 14 |
AFFINITY WEALTH MANAGEMENT LLC | 14 | 14 | 0.08% | 0.52% | 2.39% | Q3 2019 | Q4 2022 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2019 | 14 |
SHAKER INVESTMENTS LLC/OH | 14 | 14 | 0.50% | 1.11% | 2.08% | Q3 2019 | Q4 2022 | 14 |
Sonora Investment Management, LLC | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2021 | 14 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.01% | 0.80% | 2.49% | Q2 2013 | Q2 2023 | 14 |
Ancora Advisors LLC | 14 | 14 | 0.00% | 0.08% | 0.25% | Q2 2020 | Q3 2023 | 14 |
SUMITOMO LIFE INSURANCE CO | 14 | 14 | 0.04% | 0.15% | 0.42% | Q3 2019 | Q4 2022 | 14 |
BALDWIN BROTHERS LLC/MA | 14 | 14 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2016 | 14 |
AustralianSuper Pty Ltd | 14 | 14 | 0.02% | 0.24% | 0.72% | Q4 2019 | Q1 2023 | 14 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 14 | 14 | 0.05% | 0.66% | 1.43% | Q2 2020 | Q3 2023 | 14 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.08% | 0.48% | Q4 2017 | Q2 2023 | 14 |
PICTET BANK & TRUST Ltd | 14 | 14 | 0.31% | 1.45% | 1.88% | Q2 2019 | Q3 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PAX Financial Group, LLC | 14 | 14 | 0.15% | 0.17% | 0.26% | Q4 2019 | Q1 2023 | 14 |
1776 Wealth LLC | 14 | 14 | 0.13% | 0.25% | 0.36% | Q4 2019 | Q1 2023 | 14 |
Prospera Financial Services Inc | 13 | 1 | 0.01% | 0.15% | 0.33% | Q4 2019 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 14 |
Capital International Investors | 13 | 1 | 0.02% | 0.58% | 0.86% | Q3 2019 | Q3 2023 | 14 |
RENAISSANCE GROUP LLC | 9 | 5 | 1.00% | 1.17% | 1.32% | Q2 2013 | Q4 2019 | 14 |
Stone Ridge Asset Management LLC | 8 | 6 | 0.02% | 0.36% | 1.30% | Q4 2014 | Q3 2019 | 14 |
9258 Wealth Management, LLC | 14 | 14 | 0.05% | 0.10% | 0.21% | Q3 2019 | Q4 2022 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q1 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Brookstone Capital Management | 12 | 2 | 0.01% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 14 |
Sargent Bickham Lagudis LLC | 14 | 14 | 0.00% | 0.16% | 0.31% | Q3 2019 | Q4 2022 | 14 |
HighPoint Advisor Group LLC | 13 | 1 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q2 2022 | 14 |
Sunbelt Securities, Inc. | 11 | 3 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 14 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.21% | 0.40% | Q1 2015 | Q2 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.05% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.28% | 0.50% | Q3 2019 | Q4 2022 | 14 |
Handelsinvest Investeringsforvaltning | 14 | 14 | 0.15% | 0.32% | 0.58% | Q3 2019 | Q4 2022 | 14 |
Sugarloaf Wealth Management, LLC | 14 | 14 | 0.01% | 0.28% | 0.48% | Q2 2020 | Q3 2023 | 14 |
Kovitz Investment Group Partners, LLC | 14 | 14 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q2 2022 | 14 |
SpiderRock Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2023 | 14 |
Summit Trail Advisors, LLC | 9 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 14 |
EP Wealth Advisors, LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Silvant Capital Management LLC | 13 | 13 | 0.41% | 0.51% | 0.61% | Q1 2018 | Q1 2021 | 13 |
Freestone Capital Holdings, LLC | 12 | 1 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Morris Capital Advisors, LLC | 13 | 13 | 1.84% | 3.20% | 4.66% | Q3 2019 | Q3 2022 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Alkeon Capital Management | 9 | 4 | 0.00% | 0.90% | 1.90% | Q3 2015 | Q3 2020 | 13 |
MAPLELANE CAPITAL, LLC | 8 | 1 | 0.19% | 1.19% | 3.32% | Q3 2015 | Q4 2020 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q2 2022 | 13 |
Premier Fund Managers Ltd | 13 | 13 | 0.90% | 1.67% | 2.68% | Q1 2020 | Q1 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.05% | 0.10% | 0.13% | Q2 2019 | Q2 2022 | 13 |
Illinois Municipal Retirement Fund | 11 | 2 | 0.05% | 0.11% | 0.45% | Q4 2019 | Q1 2023 | 13 |
Caption Management, LLC | 3 | 1 | 0.00% | 0.14% | 0.33% | Q3 2019 | Q3 2023 | 13 |
Holocene Advisors, LP | 5 | 3 | 0.01% | 0.45% | 1.80% | Q3 2019 | Q2 2023 | 13 |
AllSquare Wealth Management LLC | 13 | 13 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Capital International Sarl | 13 | 13 | 0.06% | 0.52% | 1.05% | Q3 2020 | Q3 2023 | 13 |
DONALDSON CAPITAL MANAGEMENT, LLC | 9 | 4 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q2 2021 | 13 |
MYCIO WEALTH PARTNERS, LLC | 10 | 3 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q4 2019 | 13 |
Financial Gravity Asset Management, Inc. | 12 | 1 | 0.00% | 0.08% | 0.35% | Q1 2020 | Q3 2023 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 9 | 4 | 0.19% | 0.29% | 0.35% | Q3 2018 | Q3 2023 | 13 |
SteelPeak Wealth, LLC | 12 | 1 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 13 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 7 | 2 | 0.01% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
St. Johns Investment Management Company, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 13 | 13 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q1 2023 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2018 | 13 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 11 | 2 | 0.30% | 0.90% | 2.09% | Q2 2013 | Q1 2022 | 13 |
Teza Capital Management LLC | 3 | 1 | 0.03% | 0.51% | 1.82% | Q1 2017 | Q3 2023 | 13 |
M&G INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.12% | 0.27% | 0.44% | Q4 2019 | Q4 2022 | 13 |
Arlington Partners LLC | 9 | 4 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
NWAM LLC | 7 | 6 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2022 | 13 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 10 | 3 | 0.06% | 0.09% | 0.14% | Q3 2019 | Q4 2022 | 13 |
Decatur Capital Management, Inc. | 13 | 13 | 1.32% | 1.70% | 2.05% | Q1 2014 | Q1 2017 | 13 |
Bayesian Capital Management, LP | 4 | 1 | 0.08% | 0.31% | 0.79% | Q1 2016 | Q2 2023 | 13 |
GODSEY & GIBB, INC | 8 | 1 | 0.02% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 13 |
Capital International, Inc./CA/ | 13 | 13 | 0.06% | 0.15% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Dougherty Wealth Advisers LLC | 13 | 13 | 0.16% | 0.35% | 0.53% | Q4 2018 | Q4 2021 | 13 |
COLONY GROUP LLC | 10 | 3 | 0.00% | 0.05% | 0.10% | Q4 2013 | Q4 2021 | 13 |
Southpoint Capital Advisors LP | 12 | 1 | 0.84% | 2.68% | 4.69% | Q1 2019 | Q3 2023 | 13 |
Ipswich Investment Management Co., Inc. | 12 | 1 | 0.06% | 0.08% | 0.12% | Q1 2016 | Q3 2021 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 12 | 1 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q4 2022 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.01% | 0.24% | 0.90% | Q2 2013 | Q2 2020 | 13 |
Quadrature Capital Ltd | 4 | 1 | 0.01% | 0.18% | 0.73% | Q3 2015 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
RS INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.23% | 0.42% | 0.73% | Q2 2013 | Q2 2016 | 13 |
SIT INVESTMENT ASSOCIATES INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
WealthTrust-Arizona, LLC | 13 | 13 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q4 2018 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 13 |
INSIGHT 2811, INC. | 9 | 1 | 0.15% | 0.22% | 0.26% | Q1 2019 | Q3 2022 | 13 |
Sompo Asset Management Co., Ltd. | 13 | 13 | 0.09% | 0.34% | 0.53% | Q1 2019 | Q1 2022 | 13 |
SYMPHONY ASSET MANAGEMENT LLC | 13 | 13 | 0.04% | 0.33% | 0.64% | Q4 2014 | Q4 2017 | 13 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 3 | 0.12% | 0.57% | 1.90% | Q4 2017 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 13 |
HYMAN CHARLES D | 13 | 13 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q2 2023 | 13 |
Whitnell & Co. | 7 | 2 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q4 2019 | 13 |
Edge Capital Group, LLC | 9 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.05% | 0.27% | Q2 2015 | Q2 2018 | 13 |
Daiwa SB Investments Ltd. | 13 | 13 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q1 2019 | 13 |
FinTrust Capital Advisors, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 13 |
TELEMUS CAPITAL, LLC | 11 | 1 | 0.00% | 0.12% | 0.32% | Q4 2017 | Q4 2021 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Aristotle Atlantic Partners, LLC | 12 | 12 | 0.31% | 0.51% | 0.85% | Q2 2019 | Q1 2022 | 12 |
WealthTrust Fairport, LLC | 11 | 1 | 0.00% | 0.56% | 0.73% | Q2 2014 | Q1 2019 | 12 |
Outlook Wealth Advisors, LLC | 12 | 12 | 0.15% | 0.20% | 0.25% | Q3 2019 | Q2 2022 | 12 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 1 | 0.02% | 0.03% | 0.08% | Q2 2017 | Q2 2022 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q1 2016 | 12 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.08% | 0.32% | Q2 2014 | Q4 2022 | 12 |
Morningstar Investment Services LLC | 12 | 12 | 0.48% | 1.07% | 1.45% | Q4 2020 | Q3 2023 | 12 |
TWINBEECH CAPITAL LP | 10 | 1 | 0.05% | 0.68% | 1.26% | Q2 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.11% | 0.18% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2016 | Q3 2019 | 12 |
LMCG INVESTMENTS, LLC | 10 | 2 | 0.10% | 0.26% | 0.37% | Q2 2013 | Q2 2022 | 12 |
West Family Investments, Inc. | 12 | 12 | 0.30% | 0.50% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Sound View Wealth Advisors Group, LLC | 11 | 1 | 0.03% | 0.09% | 0.17% | Q1 2020 | Q1 2023 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.49% | 0.67% | 0.84% | Q4 2018 | Q3 2021 | 12 |
Arden Trust Co | 12 | 12 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q2 2022 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.22% | 0.38% | 0.67% | Q4 2020 | Q3 2023 | 12 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 4 | 0.02% | 0.33% | 0.67% | Q2 2015 | Q4 2020 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q3 2019 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.05% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
Belpointe Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
CHURCHILL MANAGEMENT Corp | 8 | 4 | 0.12% | 0.21% | 0.32% | Q2 2013 | Q4 2020 | 12 |
NatWest Group plc | 9 | 3 | 0.03% | 1.84% | 3.89% | Q2 2013 | Q3 2021 | 12 |
TFC Financial Management, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.19% | 0.48% | Q1 2015 | Q3 2018 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.05% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
TOWER BRIDGE ADVISORS | 12 | 12 | 0.04% | 0.41% | 0.79% | Q1 2020 | Q4 2022 | 12 |
KANALY TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 12 |
Foster Group, Inc. | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Wealth Planning Services, Inc. | 10 | 2 | 0.04% | 0.13% | 0.22% | Q3 2019 | Q3 2022 | 12 |
Blueshift Asset Management, LLC | 7 | 1 | 0.02% | 0.32% | 0.85% | Q4 2018 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 11 | 1 | 0.06% | 0.20% | 0.61% | Q2 2019 | Q3 2022 | 12 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 12 |
James Hambro & Partners | 10 | 2 | 0.03% | 5.51% | 8.08% | Q4 2018 | Q4 2021 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 12 |
Advisors Capital Management, LLC | 8 | 1 | 0.01% | 0.27% | 0.54% | Q4 2019 | Q3 2023 | 12 |
ACCIDENT COMPENSATION CORP | 10 | 2 | 0.06% | 0.28% | 0.53% | Q4 2015 | Q2 2020 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.08% | 0.14% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Adelphi Capital LLP | 12 | 12 | 0.00% | 46.40% | 66.85% | Q3 2019 | Q2 2022 | 12 |
Garde Capital, Inc. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
HighMark Wealth Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Te Ahumairangi Investment Management Ltd | 12 | 12 | 0.02% | 0.23% | 0.39% | Q3 2020 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Foundations Investment Advisors, LLC | 12 | 12 | 0.03% | 0.08% | 0.15% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.05% | 0.12% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Sepio Capital, LP | 7 | 2 | 0.05% | 0.26% | 0.50% | Q2 2019 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q1 2021 | 12 |
AHL Partners LLP | 6 | 2 | 0.01% | 0.16% | 0.46% | Q3 2014 | Q4 2017 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.02% | 0.11% | 0.25% | Q3 2013 | Q3 2023 | 12 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 8 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 12 |
Junto Capital Management LP | 5 | 1 | 1.58% | 4.18% | 6.68% | Q3 2015 | Q3 2022 | 12 |
WEXFORD CAPITAL LP | 5 | 1 | 0.07% | 0.77% | 2.17% | Q1 2019 | Q1 2023 | 12 |
MidWestOne Financial Group, Inc. | 5 | 3 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2022 | 12 |
Kore Private Wealth LLC | 12 | 12 | 0.03% | 0.08% | 0.16% | Q4 2018 | Q3 2021 | 12 |
MALTESE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.32% | 0.53% | 0.88% | Q1 2016 | Q2 2021 | 12 |
BDO Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 12 |
Sowell Financial Services LLC | 7 | 1 | 0.03% | 0.05% | 0.10% | Q3 2018 | Q4 2022 | 11 |
Euclid Advisors LLC | 6 | 5 | 0.04% | 0.06% | 0.13% | Q3 2013 | Q2 2016 | 11 |
Edgestream Partners, L.P. | 4 | 1 | 0.06% | 0.33% | 1.01% | Q3 2016 | Q4 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.27% | 0.81% | 1.45% | Q4 2019 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 5 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TPG Group Holdings (SBS) Advisors, Inc. | 9 | 2 | 1.72% | 3.70% | 6.23% | Q4 2015 | Q3 2021 | 11 |
CWS Financial Advisors, LLC | 7 | 1 | 0.07% | 0.12% | 0.15% | Q4 2019 | Q4 2022 | 11 |
Copperleaf Capital, LLC | 11 | 11 | 0.62% | 0.84% | 1.41% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.02% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
TSFG, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 11 |
Supplemental Annuity Collective Trust of NJ | 11 | 11 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q2 2022 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
Woodline Partners LP | 9 | 1 | 0.00% | 1.63% | 4.40% | Q4 2019 | Q2 2023 | 11 |
Radnor Capital Management, LLC | 11 | 11 | 0.08% | 0.47% | 0.78% | Q1 2021 | Q3 2023 | 11 |
CAMDEN NATIONAL BANK | 11 | 11 | 0.57% | 1.01% | 1.23% | Q2 2019 | Q4 2021 | 11 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 8 | 1 | 1.08% | 3.11% | 6.51% | Q3 2019 | Q1 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q4 2015 | 11 |
FLOSSBACH VON STORCH AG | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 11 |
Moloney Securities Asset Management, LLC | 5 | 2 | 0.05% | 0.14% | 0.32% | Q3 2019 | Q1 2023 | 11 |
Blackhawk Capital Partners LLC. | 4 | 3 | 0.14% | 0.19% | 0.22% | Q4 2017 | Q2 2021 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.05% | 0.08% | 0.12% | Q1 2020 | Q3 2022 | 11 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2018 | 11 |
Capital World Investors | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 11 |
COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.60% | 0.98% | 1.32% | Q3 2019 | Q1 2022 | 11 |
J. Goldman & Co LP | 5 | 1 | 0.01% | 0.47% | 2.18% | Q1 2019 | Q1 2022 | 11 |
Coronation Fund Managers Ltd. | 11 | 11 | 0.01% | 0.19% | 0.35% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 11 |
Boston Common Asset Management, LLC | 11 | 11 | 0.33% | 0.47% | 0.71% | Q2 2020 | Q4 2022 | 11 |
KALMAR INVESTMENTS INC /DE/ | 11 | 11 | 0.20% | 0.30% | 0.48% | Q2 2013 | Q4 2015 | 11 |
MUFG Securities EMEA plc | 8 | 3 | 0.02% | 0.35% | 0.86% | Q2 2018 | Q2 2021 | 11 |
PFS INVESTMENTS INC. | 11 | 11 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2017 | 11 |
AMG National Trust Bank | 6 | 1 | 0.01% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 11 |
SOROS CAPITAL MANAGEMENT LLC | 11 | 11 | 0.24% | 0.95% | 2.16% | Q1 2021 | Q3 2023 | 11 |
CKW FINANCIAL GROUP | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 11 |
Machina Capital S.A.S. | 4 | 1 | 0.10% | 0.78% | 2.88% | Q4 2018 | Q2 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
NOVARE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.09% | 0.86% | 1.09% | Q3 2019 | Q1 2022 | 11 |
CASTINE CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.07% | 2.50% | 2.91% | Q2 2013 | Q4 2015 | 11 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.26% | 0.79% | Q4 2018 | Q3 2022 | 11 |
Nicholas Hoffman & Company, LLC. | 7 | 4 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 11 |
CAPITAL INTERNATIONAL LTD /CA/ | 11 | 11 | 0.10% | 0.23% | 0.36% | Q3 2020 | Q1 2023 | 11 |
Summit X, LLC | 11 | 11 | 0.05% | 0.12% | 0.17% | Q4 2020 | Q2 2023 | 11 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.01% | 0.04% | 0.27% | Q4 2017 | Q4 2021 | 11 |
PRIMECAP MANAGEMENT CO/CA/ | 11 | 11 | 0.06% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
Independent Portfolio Consultants, Inc. | 11 | 11 | 0.04% | 0.07% | 0.08% | Q4 2014 | Q2 2017 | 11 |
Altshuler Shaham Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.12% | 0.22% | Q4 2018 | Q3 2021 | 11 |
Maven Securities LTD | 4 | 1 | 0.00% | 0.17% | 0.83% | Q1 2019 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 4 | 1 | 0.06% | 0.34% | 1.19% | Q3 2015 | Q4 2020 | 11 |
Ziegler Capital Management, LLC | 7 | 1 | 0.01% | 0.27% | 0.62% | Q3 2013 | Q4 2022 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.06% | 0.10% | 0.15% | Q2 2020 | Q4 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.17% | 0.21% | 0.26% | Q2 2013 | Q4 2015 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 3 | 0.00% | 0.07% | 0.21% | Q2 2016 | Q1 2020 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Fiduciary Group LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q3 2021 | 11 |
Winslow Capital Management, LLC | 11 | 11 | 1.00% | 1.17% | 1.54% | Q2 2016 | Q4 2018 | 11 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 1 | 0.01% | 0.50% | 1.04% | Q4 2015 | Q3 2021 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
TIAA CREF TRUST CO FSB/MO | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q1 2017 | 11 |
Pearl River Capital, LLC | 7 | 2 | 0.14% | 0.51% | 1.28% | Q2 2020 | Q2 2023 | 11 |
Grove Bank & Trust | 5 | 2 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.13% | 0.44% | Q3 2013 | Q1 2023 | 11 |
PROVIDENT TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Pinnacle Bancorp, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.05% | 0.38% | Q4 2020 | Q2 2023 | 11 |
HBK INVESTMENTS L P | 5 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q1 2019 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2023 | 11 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 10 |
Evolution Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Latitude Advisors, LLC | 9 | 1 | 0.09% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.05% | 0.15% | 0.58% | Q4 2022 | Q3 2023 | 10 |
JARISLOWSKY, FRASER Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 10 |
LYELL WEALTH MANAGEMENT, LP | 10 | 10 | 0.05% | 0.86% | 1.34% | Q3 2019 | Q4 2021 | 10 |
Chicago Capital, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
PRECEPT MANAGEMENT LLC | 8 | 8 | 0.30% | 1.71% | 3.83% | Q4 2018 | Q3 2020 | 10 |
Lombard Odier Asset Management (USA) Corp | 5 | 5 | 0.01% | 0.54% | 1.90% | Q3 2019 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
Lucha Capital Management, LP | 9 | 1 | 1.20% | 3.98% | 6.35% | Q4 2016 | Q3 2019 | 10 |
Brandywine Global Investment Management, LLC | 8 | 2 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q4 2022 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 10 | 10 | 0.04% | 0.08% | 0.10% | Q3 2019 | Q4 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 10 |
Kensington Investment Counsel, LLC | 7 | 3 | 0.14% | 0.50% | 1.14% | Q4 2020 | Q2 2023 | 10 |
Claar Advisors LLC | 10 | 10 | 1.47% | 2.32% | 3.23% | Q4 2019 | Q1 2022 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 10 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.09% | 0.31% | 0.79% | Q2 2014 | Q4 2019 | 10 |
Amundi | 10 | 10 | 0.03% | 0.09% | 0.19% | Q2 2021 | Q3 2023 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 0.10% | 0.27% | 0.67% | Q2 2021 | Q3 2023 | 10 |
British Airways Pensions Investment Management Ltd | 5 | 2 | 0.19% | 0.69% | 0.90% | Q4 2014 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 10 |
THOMPSON DAVIS & CO., INC. | 6 | 4 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2017 | 10 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 10 |
Focused Wealth Management, Inc | 7 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2022 | 10 |
HERON FINANCIAL GROUP, LLC | 10 | 10 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q1 2022 | 10 |
BOK Financial Private Wealth, Inc. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.02% | 0.03% | 0.07% | Q4 2014 | Q1 2017 | 10 |
Waverly Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 10 |
Investors Research Corp | 6 | 4 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 10 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 1 | 0.06% | 0.16% | 0.40% | Q1 2017 | Q4 2019 | 10 |
Cerebellum GP, LLC | 6 | 2 | 0.00% | 0.16% | 0.30% | Q4 2017 | Q3 2020 | 10 |
DC Investments Management, LLC | 10 | 10 | 0.31% | 0.49% | 1.08% | Q4 2017 | Q1 2020 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Petrus Trust Company, LTA | 10 | 10 | 0.03% | 3.17% | 5.23% | Q1 2021 | Q2 2023 | 10 |
Symmetry Partners, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q4 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Banco Santander, S.A. | 9 | 1 | 0.00% | 0.04% | 0.29% | Q1 2019 | Q4 2021 | 10 |
Chapman Investment Management, LLC | 10 | 10 | 1.85% | 3.21% | 4.38% | Q1 2020 | Q2 2022 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Newbrook Capital Advisors LP | 7 | 3 | 1.14% | 5.11% | 8.65% | Q1 2016 | Q4 2020 | 10 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2021 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Union Bancaire Privee Asset Management LLC | 10 | 10 | 1.36% | 1.76% | 2.10% | Q4 2018 | Q1 2021 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.10% | 0.14% | 0.28% | Q3 2017 | Q4 2019 | 10 |
Van Hulzen Asset Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.12% | Q3 2018 | Q4 2020 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.33% | 0.43% | 0.60% | Q2 2021 | Q3 2023 | 10 |
BlueSpruce Investments, LP | 10 | 10 | 4.36% | 8.57% | 13.08% | Q3 2019 | Q4 2021 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q1 2023 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 10 |
AtonRa Partners | 10 | 10 | 0.33% | 0.47% | 0.72% | Q4 2020 | Q1 2023 | 10 |
Semmax Financial Advisors Inc. | 9 | 1 | 0.21% | 0.63% | 2.13% | Q4 2020 | Q3 2023 | 10 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 9 | 1 | 0.01% | 0.54% | 1.71% | Q3 2017 | Q3 2021 | 10 |
MinichMacGregor Wealth Management, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2022 | 10 |
BANK OF THE WEST | 10 | 10 | 0.03% | 0.10% | 0.21% | Q3 2016 | Q4 2018 | 10 |
HBK Sorce Advisory LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2022 | 10 |
WILLIAMS JONES & ASSOCIATES LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
Kerrisdale Advisers, LLC | 5 | 5 | 0.35% | 1.43% | 2.96% | Q2 2020 | Q2 2023 | 10 |
Caldera Capital, LLC | 7 | 3 | 3.52% | 11.98% | 19.98% | Q4 2016 | Q1 2020 | 10 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.00% | 0.10% | 0.23% | Q2 2015 | Q2 2020 | 10 |
Distillate Capital Partners LLC | 10 | 10 | 0.81% | 1.54% | 3.72% | Q2 2021 | Q3 2023 | 10 |
Fortis Capital Management LLC | 10 | 10 | 0.17% | 0.36% | 0.67% | Q4 2020 | Q1 2023 | 10 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 2 | 0.70% | 0.88% | 1.08% | Q2 2019 | Q3 2022 | 9 |
Avalon Investment & Advisory | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
STAMINA CAPITAL MANAGEMENT LP | 4 | 4 | 1.25% | 5.05% | 11.26% | Q4 2019 | Q2 2022 | 9 |
Regal Investment Advisors LLC | 5 | 4 | 0.02% | 0.09% | 0.21% | Q3 2014 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 8 | 1 | 0.00% | 0.08% | 0.17% | Q4 2020 | Q2 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.04% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 1 | 0.00% | 0.24% | 0.59% | Q3 2019 | Q3 2023 | 9 |
Third Point | 6 | 1 | 0.24% | 3.13% | 5.87% | Q3 2019 | Q3 2023 | 9 |
Constellation Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.41% | 0.66% | Q2 2013 | Q2 2015 | 9 |
BESSEMER SECURITIES LLC | 9 | 9 | 0.27% | 0.48% | 0.60% | Q4 2018 | Q4 2020 | 9 |
Perennial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
McClarren Financial Advisors, Inc. | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 8 | 1 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2015 | 9 |
WADDELL & REED FINANCIAL INC | 8 | 1 | 0.00% | 0.26% | 0.46% | Q4 2018 | Q1 2021 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 9 | 0.12% | 0.20% | 0.25% | Q1 2018 | Q1 2020 | 9 |
Bollard Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 9 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 4 | 0.04% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.06% | 0.22% | Q4 2020 | Q4 2022 | 9 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.14% | Q1 2020 | Q3 2023 | 9 |
PELHAM GLOBAL FINANCIALS LTD | 9 | 9 | 9.80% | 17.50% | 27.51% | Q3 2019 | Q3 2021 | 9 |
Hilltop Holdings Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
American National Registered Investment Advisor, Inc. | 9 | 9 | 0.22% | 0.35% | 0.49% | Q1 2020 | Q1 2022 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
44 WEALTH MANAGEMENT LLC | 9 | 9 | 0.18% | 0.26% | 0.33% | Q2 2021 | Q2 2023 | 9 |
Intrinsic Edge Capital Management LLC | 9 | 9 | 0.48% | 0.73% | 1.08% | Q1 2020 | Q1 2022 | 9 |
RIVULET CAPITAL, LLC | 9 | 9 | 4.06% | 8.14% | 10.44% | Q3 2021 | Q3 2023 | 9 |
Capula Management Ltd | 4 | 1 | 0.02% | 0.13% | 0.63% | Q2 2021 | Q1 2023 | 9 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 9 |
NewEdge Wealth, LLC | 7 | 2 | 0.01% | 0.12% | 0.55% | Q4 2020 | Q3 2023 | 9 |
TOBAM | 9 | 9 | 0.00% | 0.08% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Capital Asset Advisory Services LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q4 2021 | 9 |
Carmignac Gestion | 9 | 9 | 0.64% | 2.84% | 3.71% | Q3 2019 | Q3 2021 | 9 |
AMERICAN NATIONAL INSURANCE CO | 9 | 9 | 0.18% | 0.28% | 0.39% | Q1 2020 | Q1 2022 | 9 |
Platte River Wealth Advisors, LLC | 8 | 1 | 0.16% | 0.37% | 0.59% | Q4 2019 | Q1 2022 | 9 |
IndexIQ Advisors LLC | 8 | 1 | 0.12% | 0.16% | 0.22% | Q1 2018 | Q1 2022 | 9 |
Cordant, Inc. | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.01% | 0.18% | 0.77% | Q4 2019 | Q3 2022 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Intersect Capital LLC | 7 | 2 | 0.04% | 0.08% | 0.16% | Q2 2019 | Q1 2022 | 9 |
Ally Financial Inc. | 9 | 9 | 0.24% | 0.35% | 0.46% | Q3 2021 | Q3 2023 | 9 |
HARVEY CAPITAL MANAGEMENT INC | 9 | 9 | 0.47% | 1.10% | 1.74% | Q2 2021 | Q2 2023 | 9 |
Legacy Bridge, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Covenant Partners, LLC | 5 | 2 | 0.10% | 0.21% | 0.31% | Q3 2019 | Q2 2022 | 9 |
Lunia Capital LP | 5 | 1 | 2.16% | 3.69% | 5.11% | Q4 2017 | Q3 2020 | 9 |
Allen Investment Management, LLC | 9 | 9 | 0.08% | 0.52% | 0.95% | Q1 2020 | Q1 2022 | 9 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 9 | 9 | 0.08% | 0.13% | 0.16% | Q2 2019 | Q2 2021 | 9 |
Glenview Capital Management | 5 | 2 | 0.19% | 1.11% | 2.26% | Q2 2013 | Q4 2019 | 9 |
ProVise Management Group, LLC | 6 | 3 | 0.02% | 0.30% | 0.48% | Q1 2021 | Q3 2023 | 9 |
Malaga Cove Capital, LLC | 9 | 9 | 0.20% | 0.31% | 0.46% | Q4 2019 | Q4 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.05% | 0.10% | 0.13% | Q2 2013 | Q2 2015 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2021 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
AO Asset Management, LP | 9 | 9 | 1.39% | 2.66% | 5.02% | Q3 2019 | Q3 2021 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.33% | 0.44% | 0.62% | Q4 2019 | Q1 2022 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.02% | 0.46% | 2.55% | Q1 2020 | Q2 2023 | 9 |
MARSHALL WACE ASIA Ltd | 8 | 1 | 0.01% | 1.04% | 1.69% | Q1 2017 | Q4 2020 | 9 |
Virtus Fund Advisers, LLC | 6 | 3 | 0.00% | 0.03% | 0.04% | Q2 2014 | Q4 2017 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.14% | 0.50% | 1.15% | Q3 2021 | Q3 2023 | 9 |
First Command Financial Services, Inc. | 7 | 2 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 9 |
Nicholas Investment Partners, LP | 4 | 1 | 0.06% | 0.27% | 0.41% | Q2 2016 | Q2 2020 | 9 |
First Command Bank | 7 | 2 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q2 2022 | 9 |
Aperture Investors, LLC | 9 | 9 | 0.11% | 1.46% | 3.94% | Q4 2019 | Q4 2021 | 9 |
Poehling Capital Management, INC. | 4 | 2 | 0.05% | 0.57% | 1.50% | Q4 2017 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q2 2023 | 9 |
COUNTRY TRUST BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 9 |
AIA Group Ltd | 8 | 1 | 0.02% | 0.10% | 0.25% | Q4 2020 | Q1 2023 | 9 |
AXS Investments LLC | 8 | 1 | 0.19% | 0.75% | 1.32% | Q2 2021 | Q3 2023 | 9 |
Gillson Capital LP | 4 | 2 | 0.40% | 1.38% | 2.62% | Q4 2018 | Q3 2023 | 9 |
Capital Directions Investment Advisors, LLC | 6 | 1 | 0.00% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 9 |
STEINBERG ASSET MANAGEMENT LLC | 9 | 9 | 1.21% | 2.32% | 3.03% | Q2 2013 | Q2 2015 | 9 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q3 2016 | 8 |
VELA Investment Management, LLC | 8 | 8 | 0.53% | 1.01% | 1.42% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Transform Wealth, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 8 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 8 |
Gilbert & Cook, Inc. | 7 | 1 | 0.05% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 8 |
HENNESSY ADVISORS INC | 5 | 3 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 8 |
Vigilant Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 8 |
Summit Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
CADIAN CAPITAL MANAGEMENT, LP | 8 | 8 | 3.62% | 5.98% | 8.97% | Q1 2020 | Q4 2021 | 8 |
Claro Advisors LLC | 6 | 1 | 0.00% | 0.11% | 0.15% | Q4 2018 | Q3 2023 | 8 |
Shellback Capital, LP | 3 | 1 | 0.43% | 4.49% | 6.96% | Q2 2018 | Q3 2021 | 8 |
EQUITABLE TRUST CO | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.08% | 0.11% | 0.13% | Q2 2016 | Q1 2018 | 8 |
Point72 Europe (London) LLP | 3 | 2 | 0.83% | 6.68% | 13.43% | Q3 2019 | Q3 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.12% | 0.33% | Q4 2020 | Q2 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Smith, Salley & Associates | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2021 | 8 |
COOKSON PEIRCE & CO INC | 8 | 8 | 0.17% | 1.33% | 1.94% | Q2 2016 | Q1 2018 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.07% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Goelzer Investment Management, Inc. | 8 | 8 | 0.18% | 0.30% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 1 | 0.01% | 0.18% | 1.20% | Q2 2013 | Q2 2021 | 8 |
Dryden Capital, LLC | 8 | 8 | 0.35% | 3.56% | 9.67% | Q4 2021 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2021 | 8 |
VALINOR MANAGEMENT, L.P. | 5 | 3 | 0.22% | 2.83% | 4.56% | Q3 2016 | Q1 2020 | 8 |
Newbridge Financial Services Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Choate Investment Advisors | 8 | 8 | 0.02% | 0.02% | 0.06% | Q2 2020 | Q1 2022 | 8 |
NewSquare Capital LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 0.12% | 0.26% | 0.52% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.06% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Clearline Capital LP | 5 | 3 | 0.05% | 1.21% | 3.61% | Q3 2021 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2022 | 8 |
First Allied Advisory Services, Inc. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2020 | 8 |
D1 Capital Partners L.P. | 8 | 8 | 1.18% | 2.67% | 4.46% | Q2 2019 | Q1 2021 | 8 |
CenterBook Partners LP | 8 | 8 | 0.29% | 0.94% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Global Financial Private Capital, Inc | 4 | 4 | 0.03% | 0.12% | 0.33% | Q4 2017 | Q2 2020 | 8 |
Ayrshire Capital Management LLC | 8 | 8 | 2.64% | 3.07% | 3.31% | Q4 2019 | Q3 2021 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.37% | 0.69% | 0.97% | Q4 2015 | Q3 2017 | 8 |
FORA Capital, LLC | 3 | 2 | 0.22% | 0.47% | 0.90% | Q4 2019 | Q1 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BSW Wealth Partners | 8 | 8 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2022 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.09% | 0.09% | 0.11% | Q2 2013 | Q1 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.09% | 0.29% | 0.38% | Q3 2021 | Q2 2023 | 8 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
BECK MACK & OLIVER LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 1 | 0.00% | 0.08% | 0.44% | Q4 2014 | Q2 2023 | 8 |
Haverford Financial Services, Inc. | 8 | 8 | 0.22% | 0.31% | 0.39% | Q4 2020 | Q3 2022 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.05% | 0.11% | 0.16% | Q3 2019 | Q1 2022 | 8 |
Capitolis Advisors LLC | 8 | 8 | 0.16% | 0.29% | 0.48% | Q4 2020 | Q3 2022 | 8 |
SouthState Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.99% | 2.25% | Q1 2014 | Q2 2020 | 8 |
Melvin Capital Management LP | 6 | 6 | 0.28% | 2.20% | 4.66% | Q1 2019 | Q2 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Capital Planning Advisors, LLC | 8 | 8 | 0.06% | 0.27% | 0.42% | Q2 2020 | Q1 2022 | 8 |
NorthRock Partners, LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q1 2023 | 8 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 8 | 8 | 0.55% | 1.14% | 2.11% | Q4 2021 | Q3 2023 | 8 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 1 | 0.01% | 0.07% | 0.12% | Q1 2014 | Q3 2023 | 8 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Swedbank | 8 | 8 | 0.46% | 0.87% | 1.55% | Q1 2019 | Q4 2020 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
RMR Wealth Builders | 6 | 1 | 0.06% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Analyst IMS Investment Management Services Ltd. | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Front Row Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 8 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 8 |
JACKSON SQUARE CAPITAL, LLC | 8 | 8 | 0.39% | 0.85% | 1.56% | Q4 2019 | Q3 2021 | 8 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q1 2018 | 8 |
Donald L. Hagan, LLC | 8 | 8 | 0.36% | 0.64% | 1.00% | Q4 2014 | Q3 2016 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.02% | 0.38% | 0.75% | Q3 2019 | Q3 2022 | 8 |
Duquesne Family Office | 7 | 1 | 0.64% | 1.11% | 1.80% | Q1 2019 | Q1 2021 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
REYNOLDS CAPITAL MANAGEMENT LLC | 8 | 8 | 0.21% | 0.37% | 0.53% | Q2 2013 | Q1 2015 | 8 |
Atlas Private Wealth Advisors | 8 | 8 | 0.15% | 0.40% | 0.62% | Q2 2020 | Q1 2022 | 8 |
LAKE STREET ADVISORS GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2021 | 8 |
Crestline Management, LP | 4 | 1 | 0.07% | 0.25% | 0.63% | Q3 2016 | Q3 2020 | 8 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.37% | 0.45% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Soroban Capital Partners LP | 8 | 8 | 1.54% | 2.94% | 4.52% | Q3 2020 | Q2 2022 | 8 |
COLUMBUS CIRCLE INVESTORS | 5 | 3 | 0.06% | 0.59% | 1.10% | Q2 2016 | Q3 2020 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.50% | 0.67% | 1.07% | Q4 2020 | Q3 2022 | 8 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.05% | 0.36% | Q2 2015 | Q2 2023 | 8 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 4 | 1 | 0.00% | 0.37% | 1.55% | Q2 2017 | Q4 2019 | 8 |
McIlrath & Eck, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.56% | 0.89% | 1.24% | Q4 2019 | Q3 2021 | 8 |
TLP GROUP LLC | 5 | 1 | 0.05% | 0.21% | 0.38% | Q4 2015 | Q3 2018 | 8 |
CHIRON CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.45% | 0.54% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 5 | 3 | 0.00% | 0.32% | 0.62% | Q2 2019 | Q3 2021 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.10% | 0.26% | Q3 2013 | Q1 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.10% | 0.28% | 0.46% | Q4 2021 | Q3 2023 | 8 |
KENSICO CAPITAL MANAGEMENT CORP | 6 | 2 | 0.61% | 1.65% | 2.79% | Q4 2019 | Q3 2022 | 8 |
VIKING GLOBAL INVESTORS LP | 8 | 8 | 0.36% | 3.29% | 4.73% | Q4 2019 | Q3 2021 | 8 |
THAMES CAPITAL MANAGEMENT LLC | 8 | 8 | 0.19% | 2.10% | 3.54% | Q4 2018 | Q3 2020 | 8 |
Truvvo Partners LLC | 8 | 8 | 0.16% | 0.20% | 0.23% | Q2 2016 | Q1 2018 | 8 |
KEMPNER CAPITAL MANAGEMENT INC. | 8 | 8 | 1.41% | 2.24% | 2.85% | Q4 2021 | Q3 2023 | 8 |
Quantamental Technologies LLC | 3 | 1 | 0.01% | 0.45% | 1.45% | Q2 2019 | Q2 2023 | 8 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 8 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.02% | 3.38% | 26.81% | Q2 2016 | Q4 2022 | 8 |
Darwin Wealth Management, LLC | 5 | 3 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2022 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.02% | 0.08% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.06% | 0.48% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.13% | 0.32% | Q1 2019 | Q2 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.07% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisors, LLC | 8 | 8 | 0.22% | 0.31% | 0.48% | Q1 2021 | Q4 2022 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.06% | 0.94% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Fosun International Ltd | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q1 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Knuff & Co LLC | 8 | 8 | 0.31% | 0.49% | 0.78% | Q4 2021 | Q3 2023 | 8 |
INTACT INVESTMENT MANAGEMENT INC. | 8 | 8 | 0.06% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.40% | 0.52% | 0.65% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Allegheny Financial Group LTD | 7 | 7 | 0.10% | 0.14% | 0.24% | Q4 2020 | Q2 2022 | 7 |
Pinnacle Wealth Management Group, Inc. | 7 | 7 | 0.19% | 0.30% | 0.45% | Q2 2021 | Q4 2022 | 7 |
MMBG INVESTMENT ADVISORS CO. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q2 2023 | 7 |
TPG GP A, LLC | 7 | 7 | 0.50% | 3.48% | 5.19% | Q4 2021 | Q2 2023 | 7 |
CLINTON GROUP INC | 3 | 2 | 0.06% | 0.22% | 0.64% | Q1 2014 | Q2 2017 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
ENDEAVOUR CAPITAL ADVISORS INC | 7 | 7 | 0.40% | 2.20% | 5.31% | Q3 2019 | Q1 2021 | 7 |
Alliance Wealth Advisors, LLC | 7 | 7 | 0.23% | 0.34% | 0.46% | Q1 2022 | Q3 2023 | 7 |
RBA Wealth Management, LLC | 7 | 7 | 1.04% | 1.37% | 1.80% | Q1 2022 | Q3 2023 | 7 |
Sand Hill Global Advisors, LLC | 7 | 7 | 0.20% | 0.35% | 0.42% | Q4 2019 | Q2 2021 | 7 |
NEW SOUTH CAPITAL MANAGEMENT INC | 7 | 7 | 0.13% | 0.21% | 0.42% | Q1 2022 | Q3 2023 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.48% | 0.90% | Q1 2020 | Q2 2022 | 7 |
Capital Research Global Investors | 4 | 3 | 0.05% | 0.34% | 1.00% | Q3 2019 | Q3 2023 | 7 |
Kiwi Wealth Investments Limited Partnership | 6 | 1 | 0.06% | 0.48% | 1.09% | Q4 2019 | Q3 2021 | 7 |
MIG Capital, LLC | 7 | 7 | 3.02% | 4.23% | 5.29% | Q2 2020 | Q4 2021 | 7 |
Stieven Capital Advisors, L.P. | 7 | 7 | 1.49% | 2.17% | 3.47% | Q2 2019 | Q4 2020 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
STRYCKER VIEW CAPITAL LLC | 5 | 2 | 3.04% | 7.22% | 12.03% | Q1 2017 | Q2 2020 | 7 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.00% | 0.45% | 1.04% | Q1 2019 | Q3 2022 | 7 |
Abacus Planning Group, Inc. | 7 | 7 | 0.10% | 0.13% | 0.16% | Q3 2019 | Q1 2021 | 7 |
TURNER INVESTMENTS LLC | 7 | 7 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 7 |
CORNERSTONE ADVISORS INC | 3 | 1 | 0.00% | 0.12% | 0.17% | Q2 2016 | Q4 2021 | 7 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q4 2022 | 7 |
Railway Pension Investments Ltd | 7 | 7 | 0.08% | 0.13% | 0.16% | Q4 2018 | Q2 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Natixis Investment Managers International | 3 | 1 | 0.01% | 0.13% | 0.28% | Q3 2016 | Q1 2021 | 7 |
Sculptor Capital LP | 4 | 2 | 0.18% | 1.17% | 1.86% | Q2 2016 | Q1 2020 | 7 |
DODGE & COX | 6 | 1 | 0.00% | 0.80% | 1.36% | Q2 2020 | Q3 2023 | 7 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.19% | 0.41% | 0.49% | Q4 2016 | Q2 2018 | 7 |
CenturyLink Investment Management Co | 7 | 7 | 0.55% | 0.65% | 0.72% | Q2 2018 | Q4 2019 | 7 |
Bremer Bank National Association | 5 | 1 | 0.03% | 0.12% | 0.40% | Q1 2019 | Q3 2023 | 7 |
Joel Isaacson & Co., LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2016 | 7 |
Airain ltd | 3 | 1 | 0.07% | 0.27% | 0.58% | Q2 2013 | Q2 2017 | 7 |
Legacy Financial Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2022 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HST Ventures, LLC | 7 | 7 | 0.74% | 6.00% | 13.37% | Q1 2022 | Q3 2023 | 7 |
Azora Capital LP | 3 | 1 | 1.21% | 3.39% | 8.09% | Q2 2019 | Q2 2023 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 7 | 0.01% | 0.42% | 0.78% | Q2 2019 | Q4 2020 | 7 |
Saturna Capital CORP | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 7 |
CCLA Investment Management | 7 | 7 | 1.25% | 1.88% | 2.36% | Q2 2020 | Q4 2021 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
ARGENT CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q1 2021 | 7 |
Fiduciary Trust Co International of Pennsylvania | 7 | 7 | 0.12% | 0.22% | 0.35% | Q3 2018 | Q1 2020 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 7 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.10% | Q3 2020 | Q1 2023 | 7 |
Clean Yield Group | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.03% | 0.26% | 0.43% | Q4 2013 | Q2 2015 | 7 |
Dakota Wealth Management | 7 | 7 | 0.09% | 0.23% | 0.39% | Q1 2022 | Q3 2023 | 7 |
First Eagle Investment Management, LLC | 7 | 7 | 0.01% | 0.26% | 0.59% | Q1 2022 | Q3 2023 | 7 |
Hutchin Hill Capital, LP | 4 | 1 | 0.01% | 0.51% | 1.90% | Q4 2013 | Q4 2017 | 7 |
CHICAGO EQUITY PARTNERS LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 7 |
Equitable Holdings, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Salvus Wealth Management, LLC | 7 | 7 | 0.43% | 0.47% | 0.57% | Q1 2022 | Q3 2023 | 7 |
LFA - Lugano Financial Advisors SA | 7 | 7 | 0.08% | 0.14% | 0.27% | Q4 2021 | Q2 2023 | 7 |
Sage Mountain Advisors LLC | 5 | 5 | 0.28% | 0.57% | 0.97% | Q4 2020 | Q4 2021 | 7 |
Lourd Capital, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 7 |
Tranquility Partners, LLC | 7 | 7 | 0.20% | 0.22% | 0.24% | Q3 2019 | Q1 2021 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Randolph Co Inc | 7 | 7 | 0.95% | 1.97% | 3.03% | Q3 2021 | Q1 2023 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.06% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.15% | 0.38% | Q4 2013 | Q3 2022 | 7 |
Atalan Capital Partners, LP | 7 | 7 | 4.76% | 10.58% | 14.57% | Q2 2019 | Q4 2020 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q4 2022 | 7 |
TPI Fund Managers Ltd | 7 | 7 | 1.32% | 3.18% | 3.96% | Q2 2019 | Q4 2020 | 7 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.20% | 0.29% | Q4 2020 | Q2 2023 | 7 |
Strategic Investment Advisors / MI | 5 | 2 | 0.10% | 0.15% | 0.19% | Q3 2019 | Q2 2022 | 7 |
Segment Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Trek Financial, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
AMF Tjanstepension AB | 5 | 2 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 7 |
WestEnd Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Shay Capital LLC | 3 | 2 | 0.02% | 0.22% | 1.16% | Q3 2021 | Q2 2023 | 7 |
E Fund Management Co., Ltd. | 6 | 1 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q4 2022 | 7 |
Ninety One SA (PTY) Ltd | 4 | 3 | 0.03% | 0.57% | 1.16% | Q2 2016 | Q4 2020 | 7 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 7 | 0.77% | 1.98% | 2.36% | Q1 2022 | Q3 2023 | 7 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2022 | 7 |
Olstein Capital Management, L.P. | 7 | 7 | 0.75% | 1.17% | 1.54% | Q1 2022 | Q3 2023 | 7 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q1 2021 | 7 |
LONDON CO OF VIRGINIA | 7 | 7 | 1.36% | 1.62% | 2.34% | Q1 2022 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
WCG Wealth Advisors LLC | 6 | 6 | 0.02% | 0.25% | 0.36% | Q2 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.35% | 1.01% | Q1 2020 | Q2 2023 | 7 |
Senator Investment Group LP | 5 | 1 | 2.12% | 3.53% | 5.53% | Q2 2016 | Q2 2020 | 7 |
Granite Investment Partners, LLC | 6 | 6 | 0.20% | 0.29% | 0.34% | Q3 2019 | Q4 2020 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.26% | 0.33% | 0.50% | Q2 2022 | Q3 2023 | 6 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.01% | 0.62% | 1.53% | Q4 2013 | Q1 2021 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 1 | 0.12% | 0.52% | 0.75% | Q2 2020 | Q3 2023 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.05% | 0.07% | 0.14% | Q2 2013 | Q3 2014 | 6 |
SCOUT INVESTMENTS, INC. | 6 | 6 | 0.40% | 0.53% | 0.79% | Q2 2014 | Q3 2015 | 6 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.16% | 0.39% | 0.57% | Q3 2017 | Q2 2020 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
GUARDIAN CAPITAL LP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
MILES CAPITAL, INC. | 5 | 1 | 0.12% | 0.36% | 0.66% | Q1 2015 | Q4 2016 | 6 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q3 2016 | Q4 2017 | 6 |
River Road Asset Management, LLC | 6 | 6 | 0.06% | 0.13% | 0.20% | Q4 2021 | Q1 2023 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.03% | 0.10% | 0.16% | Q3 2020 | Q4 2021 | 6 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Santa Fe Partners LLC | 3 | 1 | 0.07% | 0.32% | 0.50% | Q3 2013 | Q3 2015 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q4 2020 | 6 |
Geller Advisors LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q1 2022 | 6 |
MAKENA CAPITAL MANAGEMENT LLC | 6 | 6 | 1.42% | 2.16% | 2.78% | Q2 2020 | Q3 2021 | 6 |
Aureus Asset Management, LLC | 3 | 1 | 0.02% | 1.11% | 2.48% | Q4 2020 | Q3 2022 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.10% | 0.11% | 0.13% | Q4 2013 | Q1 2015 | 6 |
Jasper Ridge Partners, L.P. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
York Capital Management Global Advisors, LLC | 6 | 6 | 0.40% | 1.86% | 2.82% | Q3 2019 | Q4 2020 | 6 |
WMS Partners, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 6 |
Martin Investment Management, LLC | 6 | 6 | 1.33% | 1.81% | 2.18% | Q4 2021 | Q1 2023 | 6 |
Westchester Capital Management, LLC | 3 | 3 | 0.14% | 0.22% | 0.41% | Q1 2023 | Q3 2023 | 6 |
FDO Partners, LLC | 2 | 2 | 0.18% | 0.40% | 0.59% | Q4 2015 | Q4 2017 | 6 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.02% | 1.45% | 2.22% | Q2 2013 | Q3 2020 | 6 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 2 | 0.13% | 0.30% | 0.40% | Q4 2014 | Q2 2020 | 6 |
Copeland Capital Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.00% | 0.52% | 1.10% | Q1 2014 | Q3 2019 | 6 |
JS Capital Management LLC | 5 | 1 | 0.18% | 1.52% | 3.56% | Q3 2019 | Q1 2021 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2019 | 6 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.29% | 0.92% | 1.26% | Q3 2020 | Q4 2021 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.13% | 0.36% | 1.06% | Q4 2014 | Q1 2018 | 6 |
MCF Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.09% | 0.32% | Q3 2015 | Q1 2019 | 6 |
BANBURY PARTNERS LLC | 6 | 6 | 2.25% | 5.68% | 8.41% | Q3 2019 | Q4 2020 | 6 |
Ironwood Financial, llc | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.11% | 0.22% | Q3 2016 | Q3 2023 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.43% | 1.70% | 2.57% | Q3 2019 | Q4 2020 | 6 |
Svenska Handelsbanken AB (publ) | 6 | 6 | 1.98% | 2.61% | 3.06% | Q3 2019 | Q4 2020 | 6 |
Perpetual Ltd | 3 | 3 | 0.66% | 0.85% | 1.23% | Q1 2020 | Q3 2023 | 6 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 3 | 3 | 0.10% | 0.78% | 1.47% | Q4 2022 | Q2 2023 | 6 |
LA FINANCIERE DE L'ECHIQUIER | 5 | 1 | 0.01% | 2.12% | 3.42% | Q3 2019 | Q3 2021 | 6 |
Enlightenment Research, LLC | 2 | 1 | 0.10% | 0.62% | 0.91% | Q4 2018 | Q3 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Fusion Family Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.16% | 0.18% | 0.22% | Q3 2019 | Q4 2020 | 6 |
Varma Mutual Pension Insurance Co | 4 | 1 | 0.03% | 0.09% | 0.20% | Q4 2017 | Q4 2022 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
CARILLON TOWER ADVISERS, INC. | 6 | 6 | 0.03% | 0.38% | 0.56% | Q3 2019 | Q4 2020 | 6 |
Pegasus Asset Management, Inc. | 6 | 6 | 0.34% | 1.03% | 1.46% | Q4 2020 | Q1 2022 | 6 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.68% | 1.12% | Q4 2017 | Q4 2021 | 6 |
Pflug Koory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Callodine Capital Management, LP | 6 | 6 | 1.52% | 3.06% | 5.19% | Q3 2020 | Q4 2021 | 6 |
Grosvenor Holdings, L.L.C. | 6 | 6 | 0.14% | 6.16% | 9.06% | Q3 2019 | Q4 2020 | 6 |
Unigestion Holding SA | 2 | 1 | 0.01% | 0.08% | 0.21% | Q2 2018 | Q2 2023 | 6 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.12% | 0.37% | 0.59% | Q1 2021 | Q2 2023 | 6 |
Main Street Financial Solutions, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Cedar Brook Financial Partners, LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q2 2022 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.43% | 0.86% | Q4 2018 | Q3 2023 | 6 |
Bain Capital Public Equity Management II, LLC | 6 | 6 | 2.82% | 3.49% | 4.78% | Q2 2019 | Q3 2020 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.11% | 0.21% | 0.29% | Q4 2020 | Q1 2022 | 6 |
Fiduciary Planning LLC | 6 | 6 | 0.38% | 0.42% | 0.47% | Q2 2021 | Q3 2022 | 6 |
Capital Square, LLC | 6 | 6 | 0.15% | 0.26% | 0.31% | Q4 2019 | Q1 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 6 |
TT International Asset Management LTD | 4 | 2 | 0.30% | 0.51% | 0.78% | Q1 2020 | Q3 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.12% | 0.58% | Q4 2020 | Q3 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.02% | 0.10% | 0.22% | Q4 2020 | Q4 2022 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.15% | 0.43% | Q1 2021 | Q2 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Tranquilli Financial Advisor LLC | 4 | 2 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Czech National Bank | 6 | 6 | 0.09% | 0.11% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q4 2017 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
BAILARD, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 6 |
QUALCOMM INC/DE | 6 | 6 | 0.03% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
GAMCO INVESTORS, INC. ET AL | 4 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2023 | 6 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6 | 6 | 0.78% | 1.43% | 1.98% | Q3 2019 | Q4 2020 | 6 |
MANCHESTER FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
ADVISORY RESEARCH INC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2020 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.55% | 0.73% | 0.94% | Q1 2021 | Q2 2022 | 6 |
Prudent Man Advisors, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
EMERALD ADVISERS, LLC | 5 | 5 | 0.03% | 0.04% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Boundary Creek Advisors LP | 3 | 3 | 0.04% | 0.26% | 0.55% | Q4 2022 | Q2 2023 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.05% | 0.11% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Stevard, LLC | 5 | 5 | 0.12% | 0.20% | 0.23% | Q4 2019 | Q4 2020 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.04% | 0.45% | 0.90% | Q2 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
South Dakota Investment Council | 5 | 5 | 0.02% | 0.20% | 0.34% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 5 |
Golden State Wealth Management, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2021 | 5 |
CROSSLINK CAPITAL INC | 5 | 5 | 4.26% | 6.16% | 7.32% | Q3 2019 | Q3 2020 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 0.17% | 0.40% | 0.51% | Q2 2020 | Q2 2021 | 5 |
PSI Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Lamond Capital Partners LLC | 5 | 5 | 5.76% | 7.87% | 9.72% | Q2 2013 | Q2 2014 | 5 |
Meridian Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
MADISON WEALTH MANAGEMENT | 5 | 5 | 0.48% | 0.59% | 0.72% | Q1 2021 | Q1 2022 | 5 |
Edge Wealth Management LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q4 2021 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Aft, Forsyth & Sober, LLC | 4 | 1 | 0.28% | 0.36% | 0.40% | Q2 2020 | Q3 2021 | 5 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q2 2022 | 5 |
WealthStone, Inc. | 4 | 1 | 0.00% | 0.09% | 0.15% | Q2 2019 | Q1 2021 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.09% | 0.34% | 0.76% | Q4 2019 | Q4 2022 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.02% | 0.71% | 1.01% | Q2 2015 | Q3 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Yellowstone Partners, LLC | 3 | 2 | 0.30% | 0.51% | 0.69% | Q1 2016 | Q4 2017 | 5 |
Sandell Asset Management Corp. | 5 | 5 | 0.23% | 0.85% | 1.81% | Q3 2019 | Q3 2020 | 5 |
WESTWOOD HOLDINGS GROUP INC | 4 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2019 | 5 |
ASCEND CAPITAL, LLC | 2 | 1 | 0.09% | 0.57% | 1.45% | Q1 2015 | Q3 2018 | 5 |
Engle Capital Management, L.P. | 3 | 2 | 4.36% | 7.53% | 12.00% | Q3 2019 | Q3 2022 | 5 |
TOTH FINANCIAL ADVISORY CORP | 3 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.11% | 0.40% | 0.69% | Q4 2020 | Q2 2023 | 5 |
TIGER GLOBAL MANAGEMENT LLC | 5 | 5 | 2.64% | 3.83% | 4.56% | Q2 2013 | Q2 2014 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2015 | Q2 2016 | 5 |
LEUTHOLD GROUP, LLC | 3 | 2 | 0.07% | 0.12% | 0.20% | Q4 2015 | Q4 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SYCOMORE ASSET MANAGEMENT | 5 | 5 | 0.56% | 0.77% | 1.10% | Q3 2020 | Q3 2021 | 5 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
ANCHOR CAPITAL ADVISORS LLC | 5 | 5 | 0.06% | 0.32% | 0.41% | Q1 2020 | Q1 2021 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q4 2020 | 5 |
U S GLOBAL INVESTORS INC | 5 | 5 | 0.06% | 0.10% | 0.19% | Q4 2014 | Q4 2015 | 5 |
Koshinski Asset Management, Inc. | 3 | 2 | 0.01% | 0.17% | 0.40% | Q3 2016 | Q1 2022 | 5 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 0.42% | 2.42% | 4.76% | Q1 2019 | Q2 2022 | 5 |
Miura Global Management | 5 | 5 | 1.46% | 3.91% | 6.30% | Q4 2019 | Q4 2020 | 5 |
Arjuna Capital | 5 | 5 | 0.71% | 0.75% | 0.81% | Q1 2018 | Q1 2019 | 5 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.16% | 0.53% | 0.84% | Q3 2015 | Q3 2021 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
UNIO CAPITAL LLC | 5 | 5 | 2.07% | 2.32% | 2.74% | Q3 2019 | Q3 2020 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q2 2021 | 5 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 5 | 5 | 0.16% | 0.44% | 0.71% | Q3 2019 | Q3 2020 | 5 |
Employers Holdings, Inc. | 5 | 5 | 0.21% | 0.28% | 0.38% | Q1 2020 | Q1 2021 | 5 |
ALPHASIMPLEX GROUP, LLC | 3 | 2 | 0.37% | 0.45% | 0.58% | Q1 2019 | Q4 2020 | 5 |
First Washington CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Guinness Asset Management LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q4 2022 | 5 |
ARISTOTLE FUND, L.P. | 5 | 5 | 4.06% | 11.91% | 15.25% | Q2 2013 | Q2 2014 | 5 |
PCJ Investment Counsel Ltd. | 4 | 1 | 0.04% | 0.64% | 1.26% | Q3 2015 | Q3 2020 | 5 |
Heritage Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Castleview Partners, LLC | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2021 | Q3 2022 | 5 |
KING LUTHER CAPITAL MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.02% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Graticule Asia Macro Advisors LLC | 3 | 2 | 0.01% | 2.85% | 10.52% | Q1 2018 | Q2 2022 | 5 |
WELD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.07% | 0.17% | 0.31% | Q4 2018 | Q4 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Baupost Group | 5 | 5 | 0.80% | 4.33% | 7.38% | Q3 2022 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.10% | 0.23% | Q1 2019 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q4 2022 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 1.09% | 1.68% | 2.16% | Q3 2019 | Q3 2020 | 5 |
Bellecapital International Ltd. | 5 | 5 | 0.11% | 0.14% | 0.17% | Q4 2019 | Q4 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Tyler-Stone Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
RDST Capital LLC | 5 | 5 | 2.60% | 7.03% | 9.17% | Q4 2021 | Q4 2022 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
FJ Capital Management LLC | 4 | 1 | 0.03% | 0.11% | 0.15% | Q3 2017 | Q3 2022 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.70% | 0.91% | 1.04% | Q3 2019 | Q3 2020 | 5 |
Maytus Capital Management, LLC | 3 | 1 | 1.14% | 3.09% | 5.45% | Q4 2019 | Q2 2023 | 5 |
Biltmore Wealth Management, LLC | 5 | 5 | 0.17% | 0.19% | 0.23% | Q1 2019 | Q1 2020 | 5 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
City State Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2019 | Q3 2020 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 0.20% | 0.49% | 0.91% | Q4 2021 | Q4 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 5 | 5 | 0.04% | 0.15% | 0.19% | Q4 2021 | Q4 2022 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Origin Asset Management LLP | 5 | 5 | 0.06% | 0.42% | 0.70% | Q3 2019 | Q3 2020 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
S&CO INC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 5 |
EMFO, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
AT Bancorp | 4 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q1 2019 | 5 |
Meristem Family Wealth, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 5 |
Scoria Capital Partners LP | 4 | 1 | 0.51% | 1.45% | 2.47% | Q4 2014 | Q1 2016 | 5 |
Gladstone Institutional Advisory LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q1 2022 | 5 |
Emerson Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.10% | 0.14% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Thrive Capital Management, LLC | 5 | 5 | 0.13% | 0.21% | 0.28% | Q4 2020 | Q4 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Golden State Equity Partners | 4 | 1 | 0.08% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CM Management, LLC | 5 | 5 | 0.63% | 1.30% | 1.62% | Q3 2022 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q1 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.05% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.15% | 0.33% | Q3 2021 | Q3 2023 | 5 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 2 | 1 | 1.55% | 2.87% | 4.85% | Q4 2020 | Q3 2022 | 5 |
Sustainable Insight Capital Management, LLC | 5 | 5 | 3.46% | 4.84% | 6.22% | Q4 2016 | Q4 2017 | 5 |
TRUST CO OF OKLAHOMA | 5 | 5 | 0.13% | 0.15% | 0.16% | Q4 2017 | Q4 2018 | 5 |
Temasek Holdings (Private) Ltd | 4 | 1 | 0.33% | 1.71% | 2.66% | Q1 2016 | Q2 2020 | 5 |
UNIVERSITY OF NOTRE DAME DU LAC | 4 | 1 | 1.49% | 2.28% | 2.60% | Q4 2017 | Q2 2020 | 5 |
Leucadia National | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 5 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.04% | 0.32% | 0.46% | Q1 2022 | Q4 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Roystone Capital Management LP | 4 | 4 | 1.91% | 3.45% | 4.33% | Q1 2016 | Q4 2016 | 4 |
Trust Co | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
MANA Advisors LLC | 1 | 1 | 0.17% | 2.74% | 7.87% | Q4 2017 | Q3 2021 | 4 |
Hexavest Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 1 | 0.62% | 1.21% | 2.00% | Q1 2020 | Q1 2023 | 4 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q1 2018 | 4 |
NEW YORK LIFE TRUST CO | 3 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2017 | 4 |
Banyan Partners, LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2013 | Q3 2014 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.23% | 0.31% | 0.36% | Q4 2019 | Q3 2020 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Callahan Advisors, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
LUCUS ADVISORS LLC | 4 | 4 | 0.38% | 0.46% | 0.49% | Q1 2017 | Q4 2017 | 4 |
JB Capital LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q2 2022 | 4 |
Night Owl Capital Management, LLC | 4 | 4 | 2.43% | 2.88% | 3.52% | Q1 2020 | Q4 2020 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
PROSPECTOR PARTNERS LLC | 4 | 4 | 0.95% | 1.09% | 1.15% | Q4 2022 | Q3 2023 | 4 |
Financial Engines Advisors L.L.C. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.49% | 0.78% | Q3 2021 | Q4 2022 | 4 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 4 |
Argent Advisors, Inc. | 3 | 1 | 0.02% | 0.24% | 0.36% | Q4 2019 | Q3 2023 | 4 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Greenhouse Funds LLLP | 3 | 1 | 0.46% | 1.65% | 3.60% | Q1 2018 | Q1 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.05% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Western Wealth Management, LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q4 2020 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ceredex Value Advisors LLC | 4 | 4 | 1.38% | 1.64% | 2.01% | Q1 2019 | Q4 2019 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.02% | 0.09% | 0.20% | Q4 2022 | Q3 2023 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.89% | 1.03% | 1.25% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Triad Investment Management | 4 | 4 | 1.18% | 2.14% | 2.93% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.20% | 0.44% | Q4 2020 | Q4 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.04% | 0.07% | 0.13% | Q4 2014 | Q2 2020 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2014 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Tolleson Wealth Management, Inc. | 4 | 4 | 0.13% | 0.23% | 0.50% | Q3 2019 | Q2 2020 | 4 |
Sender Co & Partners, Inc. | 3 | 1 | 0.27% | 1.65% | 3.36% | Q4 2021 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 4 |
Perigon Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
Procyon Advisors, LLC | 4 | 4 | 0.35% | 0.38% | 0.39% | Q4 2019 | Q3 2020 | 4 |
HAMILTON LANE ADVISORS LLC | 4 | 4 | 0.47% | 1.10% | 1.65% | Q2 2013 | Q1 2014 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.06% | 0.20% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q1 2020 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 0.77% | 0.87% | 1.06% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.50% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
Kernodle & Katon Asset Management Group, LLC | 3 | 1 | 0.00% | 0.17% | 0.23% | Q1 2016 | Q1 2017 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TOMS Capital Investment Management LP | 1 | 1 | 3.41% | 7.46% | 9.38% | Q2 2019 | Q4 2022 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.49% | 0.62% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.11% | 0.28% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Hilton Capital Management, LLC | 4 | 4 | 0.01% | 0.05% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Connacht Asset Management LP | 2 | 1 | 0.09% | 0.30% | 0.43% | Q4 2020 | Q2 2022 | 4 |
DoubleLine ETF Adviser LP | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Advocacy Wealth Management Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 1.20% | 1.83% | 2.17% | Q4 2020 | Q3 2021 | 4 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2020 | Q4 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD INVESTMENT LLC /IL | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EverPoint Asset Management, LLC | 2 | 1 | 0.03% | 0.13% | 0.38% | Q2 2014 | Q4 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.18% | 0.46% | 1.09% | Q4 2013 | Q4 2019 | 4 |
IVORY INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2014 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Sound Financial Strategies Group, LLC | 4 | 4 | 0.23% | 0.38% | 0.81% | Q4 2019 | Q3 2020 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 4 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 4 | 0.04% | 0.16% | 0.42% | Q1 2022 | Q4 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.10% | 0.32% | Q2 2021 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dash Acquisitions Inc. | 4 | 4 | 2.24% | 2.64% | 2.90% | Q4 2020 | Q3 2021 | 4 |
PITTENGER & ANDERSON INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Zimmer Partners, LP | 2 | 2 | 0.22% | 0.37% | 0.65% | Q4 2021 | Q4 2022 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.12% | 0.24% | Q2 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Graypoint LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2022 | 4 |
Kemnay Advisory Services Inc. | 3 | 1 | 0.26% | 0.48% | 0.66% | Q4 2019 | Q4 2020 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
WADE G W & INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q1 2021 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.00% | 0.11% | 0.17% | Q2 2018 | Q4 2020 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Close Asset Management Ltd | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CONTINENTAL INVESTORS SERVICES, INC. | 3 | 1 | 0.34% | 0.55% | 0.65% | Q4 2021 | Q2 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.19% | 0.22% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.08% | 0.16% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.20% | 0.23% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Algebris (UK) Ltd | 2 | 1 | 0.88% | 1.27% | 1.69% | Q1 2022 | Q2 2023 | 4 |
London & Capital Asset Management Ltd | 4 | 4 | 0.07% | 0.13% | 0.17% | Q3 2019 | Q2 2020 | 4 |
Ruane, Cunniff & Goldfarb L.P. | 4 | 4 | 2.38% | 2.82% | 3.42% | Q3 2020 | Q2 2021 | 4 |
Legacy Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Alight Capital Management LP | 4 | 4 | 1.58% | 2.24% | 3.09% | Q2 2019 | Q1 2020 | 4 |
JANA PARTNERS LLC | 3 | 1 | 0.15% | 10.94% | 15.10% | Q3 2015 | Q2 2023 | 4 |
Cypress Wealth Services, LLC | 3 | 1 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 4 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.57% | 1.06% | 1.65% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Kepos Capital LP | 2 | 1 | 0.21% | 0.95% | 1.65% | Q1 2019 | Q3 2023 | 4 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q1 2022 | 4 |
EQUITY INVESTMENT CORP | 4 | 4 | 1.42% | 1.87% | 2.27% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
WEST BANCORPORATION INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 4 |
Polianta Ltd | 3 | 1 | 0.58% | 0.63% | 0.73% | Q3 2019 | Q1 2022 | 4 |
ALTRINSIC GLOBAL ADVISORS LLC | 4 | 4 | 0.27% | 0.36% | 0.50% | Q3 2022 | Q2 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q2 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Plancorp, LLC | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2014 | Q3 2015 | 4 |
Meru Capital Group, LP | 4 | 4 | 0.30% | 3.24% | 6.09% | Q4 2015 | Q3 2016 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 6.78% | 7.53% | 8.23% | Q4 2019 | Q3 2020 | 4 |
ST GERMAIN D J CO INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 4 |
Vantage Financial Partners, LLC | 4 | 4 | 0.12% | 0.14% | 0.14% | Q4 2021 | Q3 2022 | 4 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q2 2015 | 4 |
CAMBIAR INVESTORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 4 | 4 | 0.25% | 0.53% | 0.72% | Q2 2013 | Q1 2014 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.00% | 0.40% | 0.84% | Q2 2013 | Q3 2023 | 4 |
Bradley Mark J. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Poplar Forest Capital LLC | 4 | 4 | 1.08% | 2.60% | 3.19% | Q4 2022 | Q3 2023 | 4 |
ATWOOD & PALMER INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Intelligent Financial Strategies | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
DSC Advisors, L.P. | 4 | 4 | 0.19% | 0.25% | 0.32% | Q4 2020 | Q3 2021 | 4 |
Wambolt & Associates, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q4 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.32% | 0.36% | 0.40% | Q4 2020 | Q3 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
SCOTIA CAPITAL INC. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 4 |
Portolan Capital Management | 3 | 1 | 0.24% | 0.54% | 0.97% | Q4 2021 | Q4 2022 | 4 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.00% | 0.73% | 1.14% | Q4 2016 | Q3 2020 | 4 |
Rail-Splitter Capital Management, LLC | 4 | 4 | 2.76% | 3.71% | 4.22% | Q1 2016 | Q4 2016 | 4 |
Teilinger Capital Ltd. | 4 | 4 | 0.11% | 0.47% | 1.10% | Q4 2021 | Q3 2022 | 4 |
RGT Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q4 2021 | 4 |
black-and-white Capital LP | 3 | 3 | 1.02% | 1.97% | 3.16% | Q3 2019 | Q1 2020 | 4 |
Ilmarinen Mutual Pension Insurance Co | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Magellan Asset Management Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q1 2020 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 4 | 4 | 2.98% | 3.16% | 3.26% | Q4 2020 | Q3 2021 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FIRST QUADRANT LLC/CA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.19% | 0.24% | 0.26% | Q2 2013 | Q1 2014 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.01% | 0.20% | 0.28% | Q3 2019 | Q2 2020 | 4 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.80% | 1.33% | Q3 2019 | Q3 2020 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2017 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.03% | 1.33% | 1.82% | Q4 2019 | Q3 2020 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Visium Asset Management, LP | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q3 2015 | 4 |
Princeton Global Asset Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TOEWS CORP /ADV | 2 | 1 | 0.10% | 0.29% | 0.45% | Q1 2018 | Q4 2018 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.35% | 0.35% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Ninepoint Partners LP | 1 | 1 | 0.17% | 0.22% | 0.34% | Q3 2019 | Q3 2020 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.20% | 0.22% | 0.24% | Q3 2021 | Q1 2022 | 3 |
Renasant Bank | 3 | 3 | 0.16% | 0.22% | 0.33% | Q4 2020 | Q2 2021 | 3 |
GQ Asset Management, LLC | 2 | 1 | 0.08% | 0.17% | 0.30% | Q1 2019 | Q4 2019 | 3 |
Bishop Rock Capital, L.P. | 2 | 1 | 1.10% | 3.38% | 6.89% | Q4 2016 | Q3 2020 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.08% | 0.10% | 0.14% | Q3 2019 | Q2 2020 | 3 |
CLEARFIELD CAPITAL MANAGEMENT LP | 2 | 1 | 12.68% | 15.43% | 18.67% | Q1 2020 | Q1 2023 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q2 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Bruderman Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Price Capital Management, Inc. | 1 | 1 | 0.04% | 0.40% | 1.00% | Q1 2015 | Q3 2018 | 3 |
Quinn Opportunity Partners LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.12% | 0.18% | 0.22% | Q2 2019 | Q4 2019 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Aubrey Capital Management Ltd | 3 | 3 | 1.89% | 1.97% | 2.04% | Q3 2019 | Q1 2020 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 3 |
CUE ADVISORY SERVICES, INC. | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2018 | Q3 2018 | 3 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.11% | 0.26% | Q4 2015 | Q4 2020 | 3 |
Boussard & Gavaudan Investment Management LLP | 3 | 3 | 1.24% | 1.89% | 2.32% | Q1 2023 | Q3 2023 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 1.05% | 1.26% | 1.67% | Q2 2019 | Q4 2019 | 3 |
Hawk Ridge Capital Management | 3 | 3 | 2.57% | 3.86% | 4.80% | Q1 2023 | Q3 2023 | 3 |
Ardevora Asset Management LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.09% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
Advisors Preferred, LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q3 2020 | Q3 2021 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.39% | 0.71% | 1.19% | Q1 2020 | Q3 2023 | 3 |
Lee Capital Asset Management LLC | 2 | 1 | 3.13% | 4.66% | 5.73% | Q4 2018 | Q4 2019 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.12% | 0.43% | 0.88% | Q4 2015 | Q1 2017 | 3 |
RELIANCE TRUST CO OF DELAWARE | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 3 |
LifePlan Financial Group, Inc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Davide Leone & Partners Investment Co Ltd. | 3 | 3 | 13.84% | 28.86% | 43.05% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.17% | 0.23% | Q2 2020 | Q4 2020 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 0.54% | 0.71% | 0.81% | Q4 2016 | Q2 2017 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Yarra Square Partners LP | 3 | 3 | 0.34% | 3.32% | 5.64% | Q4 2020 | Q2 2021 | 3 |
Perpetual Investment Management Ltd | 3 | 3 | 1.70% | 1.94% | 2.20% | Q2 2022 | Q4 2022 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.06% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Parsifal Capital Management, LP | 3 | 3 | 3.40% | 6.91% | 10.98% | Q4 2019 | Q2 2020 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.05% | 0.08% | Q2 2019 | Q4 2019 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Schooner Investment Group, LLC. | 3 | 3 | 0.12% | 0.15% | 0.18% | Q1 2015 | Q3 2015 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLOOM TREE PARTNERS, LLC | 2 | 1 | 2.16% | 2.28% | 2.50% | Q2 2019 | Q1 2022 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.28% | 0.51% | 0.78% | Q2 2020 | Q4 2022 | 3 |
Samson Rock Capital LLP | 3 | 3 | 0.64% | 1.82% | 2.73% | Q1 2023 | Q3 2023 | 3 |
Elliott Investment Management L.P. | 2 | 2 | 0.23% | 0.47% | 0.64% | Q2 2023 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Firestone Capital Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.97% | 1.16% | 1.34% | Q1 2021 | Q3 2021 | 3 |
Marks Group Wealth Management, Inc | 3 | 3 | 0.19% | 0.25% | 0.28% | Q1 2023 | Q3 2023 | 3 |
HC Advisors, LLC | 3 | 3 | 0.19% | 0.22% | 0.24% | Q2 2020 | Q4 2020 | 3 |
N.E.W. Advisory Services LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.06% | 0.18% | 0.43% | Q2 2016 | Q1 2017 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
COURIER CAPITAL LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q1 2020 | 3 |
Souders Financial Advisors | 3 | 3 | 0.74% | 0.77% | 0.80% | Q4 2021 | Q2 2022 | 3 |
Annandale Capital, LLC | 3 | 3 | 0.14% | 0.26% | 0.34% | Q4 2021 | Q2 2022 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 3 |
MIZUHO MARKETS AMERICAS LLC | 2 | 1 | 3.76% | 5.28% | 7.80% | Q4 2022 | Q3 2023 | 3 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 3 |
Partnervest Advisory Services LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Wealth Management Partners, LLC | 3 | 3 | 0.17% | 0.20% | 0.21% | Q1 2021 | Q3 2021 | 3 |
Mach-1 Financial Group, LLC | 3 | 3 | 0.00% | 0.11% | 0.31% | Q3 2022 | Q1 2023 | 3 |
ARGI Investment Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
SeaTown Holdings Pte. Ltd. | 2 | 1 | 0.11% | 0.24% | 0.48% | Q4 2020 | Q3 2021 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.29% | 0.29% | 0.30% | Q4 2020 | Q4 2021 | 3 |
AJO, LP | 2 | 1 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q2 2019 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.56% | 0.58% | 0.59% | Q3 2020 | Q1 2021 | 3 |
AXON CAPITAL LP | 3 | 3 | 20.56% | 23.32% | 25.02% | Q4 2021 | Q2 2022 | 3 |
Anson Funds Management LP | 2 | 1 | 0.17% | 0.18% | 0.18% | Q2 2020 | Q2 2023 | 3 |
North Reef Capital Management LP | 3 | 3 | 0.34% | 0.70% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Philosophy Capital Management LLC | 2 | 2 | 0.63% | 1.43% | 2.42% | Q2 2023 | Q3 2023 | 3 |
Steadfast Capital Management (UK) Ltd. | 3 | 3 | 4.92% | 7.00% | 9.48% | Q3 2021 | Q1 2022 | 3 |
AM Squared Ltd | 3 | 3 | 0.19% | 0.39% | 0.68% | Q4 2022 | Q2 2023 | 3 |
TT INTERNATIONAL | 2 | 1 | 0.62% | 0.90% | 1.04% | Q3 2019 | Q3 2020 | 3 |
Greenland Capital Management LP | 2 | 1 | 0.20% | 0.79% | 1.27% | Q4 2022 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.05% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Diversified Trust Co | 3 | 3 | 0.02% | 0.05% | 0.13% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.08% | 0.12% | 0.14% | Q1 2016 | Q3 2016 | 3 |
MONTRUSCO BOLTON INVESTMENTS INC. | 3 | 3 | 0.11% | 0.36% | 0.49% | Q1 2021 | Q3 2021 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.08% | 0.19% | 0.38% | Q3 2019 | Q1 2020 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q4 2013 | Q2 2015 | 3 |
Barrier Capital Management, LLC | 3 | 3 | 9.44% | 9.96% | 10.82% | Q4 2021 | Q2 2022 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
MAYPORT, LLC | 3 | 3 | 0.33% | 0.34% | 0.37% | Q1 2023 | Q3 2023 | 3 |
CATALYST FINANCIAL PARTNERS LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.51% | 0.53% | 0.54% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q1 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.03% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.52% | 0.57% | 0.68% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Sentry Investments Corp. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2016 | 3 |
Barnett & Company, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
GLG INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
DEERE & CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q3 2016 | 3 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q2 2023 | 3 |
Taconic Capital Advisors LP | 3 | 3 | 0.17% | 0.35% | 0.68% | Q1 2023 | Q3 2023 | 3 |
Tradeworx Inc. | 2 | 1 | 0.18% | 0.26% | 0.42% | Q2 2013 | Q2 2014 | 3 |
HALL LAURIE J TRUSTEE | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 3 | 3 | 2.69% | 3.30% | 4.30% | Q1 2023 | Q3 2023 | 3 |
Park West Asset Management LLC | 2 | 1 | 1.10% | 1.83% | 3.19% | Q2 2020 | Q3 2023 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 3 |
Platinum Management (NY) LLC | 3 | 3 | 0.31% | 0.51% | 0.83% | Q4 2013 | Q2 2014 | 3 |
DIVIDEND ASSETS CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 3 | 0.37% | 0.45% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
1919 Investment Counsel, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 3 |
Southeastern Asset Management | 3 | 3 | 2.08% | 2.68% | 3.34% | Q1 2023 | Q3 2023 | 3 |
L. Roy Papp & Associates, LLP | 3 | 3 | 0.07% | 0.16% | 0.28% | Q3 2019 | Q1 2020 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Avalon Global Asset Management LLC | 3 | 3 | 0.79% | 2.18% | 3.15% | Q1 2020 | Q3 2020 | 3 |
SeaBridge Investment Advisors LLC | 3 | 3 | 0.65% | 0.69% | 0.74% | Q4 2020 | Q2 2021 | 3 |
WEIK CAPITAL MANAGEMENT | 3 | 3 | 0.42% | 0.44% | 0.47% | Q1 2021 | Q3 2021 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 3 | 3 | 1.01% | 1.13% | 1.37% | Q2 2019 | Q4 2019 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 1.49% | 1.52% | 1.55% | Q1 2023 | Q3 2023 | 3 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 3 |
OKABENA INVESTMENT SERVICES INC | 3 | 3 | 0.91% | 1.04% | 1.16% | Q4 2019 | Q2 2020 | 3 |
Bain Capital Public Equity Management, LLC | 2 | 1 | 0.47% | 2.02% | 5.06% | Q4 2015 | Q3 2016 | 3 |
DUDLEY & SHANLEY, INC. | 3 | 3 | 0.20% | 0.25% | 0.29% | Q2 2020 | Q4 2020 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 0.32% | 0.33% | 0.34% | Q4 2012 | Q2 2013 | 3 |
FIRST COMMUNITY TRUST NA | 3 | 3 | 0.46% | 0.49% | 0.55% | Q4 2021 | Q2 2022 | 3 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q2 2013 | Q4 2013 | 3 |
CSS LLC/IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
SECURITY ASSET MANAGEMENT | 3 | 3 | 1.77% | 1.85% | 1.92% | Q4 2019 | Q2 2020 | 3 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.85% | 1.33% | 2.26% | Q1 2021 | Q4 2022 | 3 |
NIPPON LIFE INSURANCE CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 1.63% | 1.96% | 2.15% | Q3 2020 | Q1 2021 | 3 |
WELCH & FORBES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
JT Stratford LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q2 2018 | Q4 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.12% | 0.17% | Q3 2016 | Q3 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.06% | 0.14% | Q1 2018 | Q2 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 3 |
Folger Hill Asset Management LP | 2 | 2 | 0.71% | 0.85% | 0.99% | Q4 2015 | Q1 2016 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 1 | 1 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q3 2019 | 2 |
Solstein Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BREAKLINE CAPITAL LLC | 1 | 1 | 0.98% | 3.40% | 5.82% | Q4 2019 | Q2 2020 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.35% | 0.64% | 0.93% | Q4 2022 | Q2 2023 | 2 |
SORA INVESTORS LLC | 1 | 1 | 1.44% | 1.68% | 1.91% | Q3 2022 | Q2 2023 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.54% | 0.56% | 0.57% | Q3 2022 | Q4 2022 | 2 |
Legal Advantage Investments, Inc. | 2 | 2 | 0.33% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 1.31% | 1.37% | 1.43% | Q1 2019 | Q2 2019 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Integre Asset Management, LLC | 2 | 2 | 2.64% | 2.67% | 2.70% | Q3 2019 | Q4 2019 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.36% | 0.43% | 0.50% | Q3 2021 | Q4 2021 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q4 2021 | Q1 2022 | 2 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.07% | 0.11% | 0.15% | Q1 2020 | Q2 2020 | 2 |
BNC WEALTH MANAGEMENT, LLC | 2 | 2 | 0.49% | 0.53% | 0.57% | Q3 2020 | Q4 2020 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2020 | Q3 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.22% | 0.34% | 0.46% | Q2 2019 | Q4 2020 | 2 |
APOGEM CAPITAL LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q1 2021 | Q2 2021 | 2 |
IMS Capital Management | 2 | 2 | 0.32% | 0.35% | 0.38% | Q3 2019 | Q4 2019 | 2 |
AlpInvest Partners B.V. | 2 | 2 | 24.94% | 29.31% | 33.69% | Q4 2015 | Q1 2016 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 2 | 2 | 0.01% | 0.06% | 0.12% | Q2 2015 | Q3 2015 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
PointState Capital LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Violich Capital Management, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.28% | 0.56% | Q4 2013 | Q4 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q1 2021 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 2 |
ROAM Global Management LP | 1 | 1 | 3.74% | 5.37% | 7.01% | Q4 2020 | Q2 2021 | 2 |
Mondrian Investment Partners LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q1 2023 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.51% | 0.54% | 0.56% | Q4 2021 | Q1 2022 | 2 |
TAURUS ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
PARNASSUS INVESTMENTS, LLC | 2 | 2 | 0.19% | 0.36% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Holistic Financial Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CLARK ESTATES INC/NY | 1 | 1 | 0.33% | 2.25% | 4.18% | Q2 2013 | Q3 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BAIN CAPITAL INVESTORS LLC | 2 | 2 | 2.44% | 2.96% | 3.47% | Q4 2015 | Q1 2016 | 2 |
Hikari Power Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.18% | 0.25% | 0.32% | Q3 2022 | Q4 2022 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Retirement Investments LLC | 2 | 2 | 0.69% | 0.72% | 0.74% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Compton Wealth Advisory Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q2 2022 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.21% | 0.33% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Port Capital LLC | 2 | 2 | 0.24% | 0.32% | 0.40% | Q4 2017 | Q1 2018 | 2 |
McGlone Suttner Wealth Management, Inc. | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.11% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 2 |
SOUND SHORE MANAGEMENT INC /CT/ | 2 | 2 | 2.12% | 2.38% | 2.64% | Q2 2023 | Q3 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.11% | 0.17% | 0.22% | Q2 2016 | Q3 2016 | 2 |
Evergreen Wealth Management, LLC | 2 | 2 | 0.98% | 0.99% | 1.01% | Q2 2023 | Q3 2023 | 2 |
Alaska Permanent Fund Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.03% | 0.38% | 0.73% | Q4 2017 | Q3 2023 | 2 |
VIAWEALTH, LLC | 1 | 1 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.05% | 0.11% | 0.17% | Q3 2019 | Q4 2019 | 2 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q4 2020 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Coe Capital Management, LLC | 2 | 2 | 1.72% | 1.75% | 1.78% | Q1 2021 | Q2 2021 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.67% | 0.90% | 1.12% | Q3 2023 | Q4 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
GWM Asset Management Ltd | 2 | 2 | 3.88% | 4.35% | 4.82% | Q1 2023 | Q2 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.60% | 0.72% | 0.83% | Q3 2016 | Q4 2016 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q3 2016 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q4 2015 | 2 |
BBVA USA | 2 | 2 | 0.23% | 0.24% | 0.26% | Q2 2021 | Q3 2021 | 2 |
AFTON CAPITAL MANAGEMENT LLC | 2 | 2 | 2.97% | 3.90% | 4.83% | Q2 2015 | Q3 2015 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SOMERVILLE KURT F | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.14% | 0.16% | 0.18% | Q4 2022 | Q4 2022 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2020 | 2 |
COWEN INC. | 2 | 2 | 0.23% | 0.35% | 0.47% | Q4 2015 | Q1 2016 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.93% | 1.60% | 2.27% | Q2 2013 | Q3 2013 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.11% | 0.28% | 0.45% | Q4 2016 | Q3 2017 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 0.99% | 1.03% | 1.08% | Q4 2016 | Q1 2017 | 2 |
INVESCO, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2015 | 2 |
Providence Equity Partners L.L.C. | 2 | 2 | 13.68% | 24.92% | 36.16% | Q4 2015 | Q1 2016 | 2 |
Governors Lane LP | 1 | 1 | 0.41% | 0.81% | 1.21% | Q3 2020 | Q4 2021 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Performa Ltd (US), LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Islet Management, LP | 1 | 1 | 0.74% | 0.99% | 1.24% | Q1 2020 | Q4 2021 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Numerai GP LLC | 2 | 2 | 0.82% | 1.29% | 1.76% | Q2 2023 | Q3 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2016 | Q2 2016 | 2 |
New Millennium Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q3 2019 | Q1 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q4 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Corton Capital Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Elkhorn Investments, LLC | 2 | 2 | 1.07% | 1.07% | 1.08% | Q3 2017 | Q4 2017 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.12% | 0.23% | Q4 2022 | Q4 2022 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
One68 Global Capital, LLC | 2 | 2 | 0.93% | 3.30% | 5.66% | Q1 2023 | Q2 2023 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 2.04% | 2.08% | 2.11% | Q3 2019 | Q4 2019 | 2 |
Kula Investments, LLC | 2 | 2 | 0.13% | 0.24% | 0.34% | Q4 2022 | Q1 2023 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.66% | 0.67% | 0.68% | Q2 2022 | Q3 2022 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.48% | 0.52% | 0.57% | Q1 2023 | Q2 2023 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Sachem Head Capital | 2 | 2 | 7.36% | 8.35% | 9.34% | Q3 2015 | Q4 2015 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.37% | 0.73% | 1.09% | Q4 2013 | Q1 2014 | 2 |
SIX COLUMNS CAPITAL, LP | 2 | 2 | 2.15% | 2.20% | 2.26% | Q4 2019 | Q1 2020 | 2 |
Hyperion Capital Advisors LP | 1 | 1 | 0.39% | 0.86% | 1.33% | Q4 2020 | Q1 2022 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Cooper Financial Group | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Full18 Capital LLC | 1 | 1 | 0.78% | 0.87% | 0.95% | Q1 2021 | Q1 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cognios Capital, LLC | 1 | 1 | 0.06% | 0.44% | 0.82% | Q1 2019 | Q1 2020 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Lee Capital Management LP | 2 | 2 | 1.07% | 1.28% | 1.50% | Q4 2016 | Q1 2017 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Crescent Park Management, L.P. | 2 | 2 | 2.77% | 3.17% | 3.56% | Q3 2019 | Q4 2019 | 2 |
One Tusk Investment Partners LP | 2 | 2 | 5.30% | 7.51% | 9.72% | Q2 2019 | Q3 2019 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2018 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.04% | 0.15% | 0.26% | Q3 2013 | Q4 2013 | 2 |
VICUS CAPITAL | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
LMR Master Fund Ltd | 2 | 2 | 0.05% | 0.19% | 0.33% | Q3 2013 | Q4 2013 | 2 |
Opal Wealth Advisors, LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2020 | Q1 2021 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
Cherry Creek Investment Advisors, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
BANK OF HAWAII | 2 | 2 | 0.02% | 0.12% | 0.22% | Q3 2020 | Q4 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Contour Asset Management LLC | 2 | 2 | 1.46% | 1.82% | 2.19% | Q3 2019 | Q4 2019 | 2 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 2 | 2 | 0.31% | 0.70% | 1.09% | Q4 2021 | Q1 2022 | 2 |
XTX MARKETS LLC | 1 | 1 | 0.54% | 0.68% | 0.82% | Q2 2020 | Q4 2020 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.55% | 0.66% | 0.78% | Q4 2019 | Q1 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.83% | 1.21% | 1.60% | Q1 2020 | Q2 2020 | 2 |
Silver Lake Group, L.L.C. | 2 | 2 | 2.86% | 3.17% | 3.48% | Q4 2015 | Q1 2016 | 2 |
Leisure Capital Management | 2 | 2 | 0.25% | 0.27% | 0.28% | Q4 2015 | Q1 2016 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 0.79% | 0.92% | 1.05% | Q2 2016 | Q3 2016 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2019 | Q2 2019 | 2 |
Point View Wealth Management, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
JSF Financial, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2020 | Q4 2020 | 2 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q4 2022 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.26% | 0.32% | 0.38% | Q1 2019 | Q4 2019 | 2 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 2 |
Southside Capital, LLC | 2 | 2 | 1.34% | 1.76% | 2.18% | Q3 2019 | Q4 2019 | 2 |
Gary Goldberg Planning Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 2 |
Kinneret Advisory, LLC | 1 | 1 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q2 2023 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 1.72% | 2.07% | 2.42% | Q4 2015 | Q1 2016 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Family Management Corp | 2 | 2 | 1.11% | 1.16% | 1.22% | Q1 2020 | Q2 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.10% | 0.34% | 0.58% | Q1 2023 | Q3 2023 | 2 |
Riverwater Partners LLC | 1 | 1 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q2 2022 | 2 |
Blackstone Inc. | 2 | 2 | 0.74% | 0.83% | 0.92% | Q4 2015 | Q1 2016 | 2 |
Red Granite Advisors LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Asio Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Man Investments Ltd | 2 | 2 | 0.12% | 0.21% | 0.30% | Q3 2013 | Q4 2013 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 1.25% | 2.41% | 3.57% | Q1 2019 | Q1 2020 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.62% | 0.67% | 0.71% | Q4 2022 | Q1 2023 | 2 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
Atlas Financial Advisors, Inc. | 2 | 2 | 0.32% | 0.35% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Archipel Asset Management AB | 2 | 2 | 0.37% | 0.72% | 1.08% | Q2 2014 | Q3 2014 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
JGP Global Gestao de Recursos Ltda. | 2 | 2 | 0.58% | 0.64% | 0.71% | Q4 2019 | Q1 2020 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.37% | 0.41% | 0.44% | Q2 2016 | Q3 2016 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.46% | 0.47% | 0.48% | Q2 2023 | Q3 2023 | 2 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2015 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q4 2020 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.06% | 0.09% | 0.11% | Q4 2020 | Q2 2021 | 2 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Cassia Capital Partners, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q4 2022 | Q1 2023 | 2 |
SG Capital Management LLC | 2 | 2 | 0.58% | 0.69% | 0.81% | Q1 2021 | Q2 2021 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2020 | Q2 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.10% | 0.14% | Q4 2016 | Q2 2017 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Capital Group Investment Management Pte. Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
LTS One Management LP | 2 | 2 | 1.12% | 1.84% | 2.56% | Q4 2022 | Q1 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Counterpoint Mutual Funds LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Round Table Services, LLC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q4 2015 | Q1 2016 | 2 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 2 | 2 | 0.35% | 0.40% | 0.46% | Q4 2022 | Q1 2023 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
LUPO SECURITIES, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q3 2019 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.21% | 0.25% | 0.29% | Q3 2020 | Q4 2020 | 2 |
Invenomic Capital Management LP | 1 | 1 | 0.18% | 0.29% | 0.40% | Q1 2022 | Q3 2023 | 2 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.23% | 0.34% | 0.44% | Q3 2021 | Q4 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CLOVERFIELDS CAPITAL GROUP, LP | 2 | 2 | 0.34% | 0.44% | 0.55% | Q4 2020 | Q1 2021 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Honeycomb Asset Management LP | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2020 | Q2 2020 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
HighVista Strategies LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2022 | Q1 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OTA Financial Group L.P. | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2019 | Q1 2019 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Forest Hill Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2021 | Q4 2021 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 8.17% | 8.17% | 8.17% | Q1 2019 | Q1 2019 | 1 |
Keystone Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Capital Investment Services of America, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
Covea Finance | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2021 | Q4 2021 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 6.59% | 6.59% | 6.59% | Q3 2019 | Q3 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2020 | Q1 2020 | 1 |
HARBOURVEST PARTNERS LLC | 1 | 1 | 7.55% | 7.55% | 7.55% | Q1 2016 | Q1 2016 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2015 | Q4 2015 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Soapstone Management L.P. | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2020 | Q2 2020 | 1 |
Pennant Capital Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bell & Brown Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Versor Investments LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
Harbor Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q1 2020 | Q1 2020 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Broadview Financial Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
Parplus Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Cider Mill Investments LP | 1 | 1 | 7.43% | 7.43% | 7.43% | Q1 2019 | Q1 2019 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2013 | Q4 2013 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q4 2019 | Q4 2019 | 1 |
Quadrature Capital LLP | 1 | 1 | 2.01% | 2.01% | 2.01% | Q4 2014 | Q4 2014 | 1 |
CXI Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2020 | Q1 2020 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2020 | Q4 2020 | 1 |
John W. Brooker & Co., CPAs | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
General Partner, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 5.49% | 5.49% | 5.49% | Q4 2015 | Q4 2015 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Verity & Verity, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Standard Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 7.80% | 7.80% | 7.80% | Q1 2023 | Q1 2023 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Krane Funds Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Amitell Capital Pte Ltd | 1 | 1 | 7.68% | 7.68% | 7.68% | Q2 2022 | Q2 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2016 | Q3 2016 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Joho Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Arkos Global Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
STEPH & CO | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2019 | Q4 2019 | 1 |
Qtron Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2017 | Q4 2017 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2020 | Q4 2020 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SUREVIEW CAPITAL LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q1 2014 | Q1 2014 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Riverloft Capital Management L.P. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2015 | Q4 2015 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
MIROVA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Marshall Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2019 | Q3 2019 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Invictus RG | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2015 | Q4 2015 | 1 |
Garner Asset Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2022 | Q4 2022 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SANTA MONICA PARTNERS LP | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2017 | Q4 2017 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Theleme Partners LLP | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Tenere Capital LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q2 2022 | Q2 2022 | 1 |
Snowhook Capital Management LP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Valley Brook Capital Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Private Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Stockbridge Partners LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DESTRIER CAPITAL MANAGEMENT LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q1 2016 | Q1 2016 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2016 | Q4 2016 | 1 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
JABODON PT CO | 1 | 1 | 13.69% | 13.69% | 13.69% | Q3 2020 | Q3 2020 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2018 | Q3 2018 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2022 | Q3 2022 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Inlet Private Wealth, LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
REGATTA CAPITAL GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Jeneq Management LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2019 | Q4 2019 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Ascent Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Lone Pine Capital | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
INHERENT GROUP, LP | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2023 | Q1 2023 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2020 | Q4 2020 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DF DENT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Toscafund Asset Management LLP | 1 | 1 | 5.86% | 5.86% | 5.86% | Q1 2022 | Q1 2022 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2016 | Q1 2016 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
ZBI Equities, L.L.C. | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2013 | Q4 2013 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Beacon Bridge Wealth Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
IBERIABANK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cravens & Co Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Baron Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JANA Partners Management, LP | 1 | 1 | 14.73% | 14.73% | 14.73% | Q3 2023 | Q3 2023 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
United Community Bank | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
WOODSTOCK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2013 | Q3 2013 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2019 | Q1 2019 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
SWS Partners | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Artal Group S.A. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FORTALEZA ASSET MANAGEMENT INC/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Symmetry Investments LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2020 | Q1 2020 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2020 | Q1 2020 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
6 Meridian | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 3.19% | 3.19% | 3.19% | Q3 2023 | Q3 2023 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Gryphon International Investment CORP | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2021 | Q3 2021 | 1 |
Chesapeake Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2021 | Q1 2021 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own FIDELITY NATL INFORMATION SV or have owned FIDELITY NATL INFORMATION SV in the past.