Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 49 |
Citadel Advisors | 20 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.14% | 0.27% | 0.82% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.11% | Q4 2012 | Q3 2023 | 43 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.08% | 0.39% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Boston Partners | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Huber Capital Management LLC | 42 | 42 | 0.65% | 1.50% | 2.24% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 42 | 42 | 0.15% | 1.45% | 3.54% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.00% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.03% | 1.96% | 5.55% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 31 | 10 | 0.02% | 0.08% | 0.28% | Q2 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Triangle Securities Wealth Management | 29 | 12 | 0.09% | 0.22% | 1.27% | Q2 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PRINCIPAL FINANCIAL GROUP INC | 29 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TCI Wealth Advisors, Inc. | 32 | 9 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 41 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
REINHART PARTNERS, LLC. | 40 | 40 | 0.26% | 1.11% | 3.92% | Q4 2013 | Q3 2023 | 40 |
Creative Planning | 20 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 4 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
SYNOVUS FINANCIAL CORP | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
PRUDENTIAL FINANCIAL INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MARTINGALE ASSET MANAGEMENT L P | 32 | 5 | 0.01% | 0.16% | 0.60% | Q2 2013 | Q1 2023 | 37 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 36 | 1 | 0.01% | 0.55% | 2.44% | Q2 2013 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 17 | 2 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 33 | 4 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 37 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
TRUIST FINANCIAL CORP | 36 | 36 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
STRS OHIO | 26 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 35 |
Swiss National Bank | 35 | 35 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 35 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Cannell & Co. | 32 | 2 | 0.01% | 0.13% | 0.37% | Q1 2015 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 18 | 2 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
ProShare Advisors LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2022 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 33 |
MALTESE CAPITAL MANAGEMENT LLC | 15 | 6 | 0.02% | 0.85% | 4.25% | Q2 2013 | Q3 2023 | 33 |
HSBC HOLDINGS PLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 32 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 6 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 32 |
SEI INVESTMENTS CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.45% | 0.80% | 1.43% | Q1 2016 | Q4 2023 | 32 |
AMALGAMATED BANK | 31 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 32 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 31 |
Smith, Salley & Associates | 15 | 3 | 0.02% | 0.08% | 0.33% | Q2 2013 | Q3 2023 | 30 |
Renaissance Technologies | 19 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 30 |
OPPENHEIMER & CO INC | 29 | 29 | 0.01% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 29 |
River Road Asset Management, LLC | 29 | 29 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q2 2020 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 24 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 28 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
M&T BANK CORP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Sterling Capital Management LLC | 14 | 12 | 0.00% | 0.05% | 0.16% | Q1 2013 | Q3 2019 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 26 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Brandywine Global Investment Management, LLC | 25 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 26 |
Utah Retirement Systems | 22 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 26 |
CNA FINANCIAL CORP | 26 | 26 | 0.08% | 0.20% | 0.33% | Q2 2013 | Q3 2019 | 26 |
HOLDERNESS INVESTMENTS CO | 14 | 12 | 0.10% | 0.16% | 0.32% | Q1 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 25 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2021 | 25 |
Parallel Advisors, LLC | 21 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
GUGGENHEIM CAPITAL LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WEDBUSH SECURITIES INC | 24 | 24 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
AMERICAN CENTURY COMPANIES INC | 13 | 11 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 24 |
FULLER & THALER ASSET MANAGEMENT, INC. | 22 | 2 | 0.01% | 0.64% | 1.92% | Q1 2014 | Q3 2023 | 24 |
FEDERATED HERMES, INC. | 22 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
EAGLE CAPITAL MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
MEEDER ASSET MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
BESSEMER GROUP INC | 16 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 14 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
EJF Capital LLC | 13 | 7 | 0.13% | 0.85% | 2.78% | Q3 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 20 |
GENESEE VALLEY TRUST CO | 20 | 20 | 0.14% | 0.20% | 0.28% | Q2 2013 | Q1 2018 | 20 |
DENALI ADVISORS LLC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 20 |
GMT CAPITAL CORP | 20 | 20 | 0.01% | 0.16% | 0.44% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 19 |
MENTA CAPITAL LLC | 12 | 3 | 0.03% | 0.16% | 0.40% | Q2 2013 | Q2 2018 | 18 |
Rafferty Asset Management, LLC | 11 | 7 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 18 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Siena Capital Partners GP, LLC | 12 | 6 | 0.00% | 3.57% | 7.59% | Q4 2016 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 18 |
Piermont Capital Management Inc. | 16 | 2 | 0.77% | 0.97% | 1.43% | Q4 2013 | Q4 2018 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
BARINGS LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 17 |
Willingdon Wealth Management | 17 | 17 | 0.07% | 0.12% | 0.16% | Q1 2016 | Q1 2020 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
PHYSICIANS FINANCIAL SERVICES, INC. | 11 | 1 | 0.09% | 0.15% | 0.31% | Q4 2015 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 17 | 17 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2020 | 17 |
Carroll Financial Associates, Inc. | 17 | 17 | 0.12% | 0.23% | 0.32% | Q4 2017 | Q4 2021 | 17 |
Old North State Trust, LLC | 17 | 17 | 0.12% | 0.27% | 0.42% | Q3 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WINTON GROUP Ltd | 12 | 1 | 0.01% | 0.06% | 0.19% | Q3 2018 | Q1 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 16 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.07% | 0.27% | Q2 2015 | Q3 2023 | 16 |
AXA S.A. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 16 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2022 | 16 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q1 2023 | 16 |
Pettinga Financial Advisors LLC | 12 | 3 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 15 |
QS Investors, LLC | 13 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
TORONTO DOMINION BANK | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Cardinal Capital Management | 6 | 1 | 0.06% | 0.07% | 0.09% | Q4 2017 | Q1 2022 | 15 |
Arbiter Partners Capital Management LLC | 10 | 5 | 0.06% | 1.36% | 2.67% | Q3 2014 | Q1 2023 | 15 |
Baird Financial Group, Inc. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Independent Advisor Alliance | 8 | 3 | 0.04% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q4 2017 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2022 | 14 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 14 |
CIBC Asset Management Inc | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
BRINKER CAPITAL INC | 12 | 1 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q2 2020 | 13 |
LOOMIS SAYLES & CO L P | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 13 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.06% | 0.20% | Q4 2019 | Q3 2023 | 13 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 4 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q4 2023 | 13 |
Symmetry Partners, LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2023 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 13 |
WASHINGTON TRUST Co | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 13 |
Fiduciary Trust Co International of Pennsylvania | 12 | 12 | 0.02% | 0.21% | 0.25% | Q1 2017 | Q4 2019 | 12 |
Ensign Peak Advisors, Inc | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Zebra Capital Management LLC | 8 | 4 | 0.13% | 0.50% | 0.83% | Q2 2013 | Q4 2017 | 12 |
MetLife Investment Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.16% | 0.54% | Q2 2013 | Q2 2021 | 12 |
Engrave Wealth Partners LLC | 12 | 12 | 0.24% | 0.32% | 0.60% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 12 |
Capital Analysts, LLC | 12 | 12 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2019 | 12 |
AJO, LP | 12 | 12 | 0.01% | 0.06% | 0.18% | Q2 2017 | Q1 2020 | 12 |
Alua Capital Management LP | 12 | 12 | 2.21% | 11.39% | 20.25% | Q4 2020 | Q3 2023 | 12 |
STIFEL FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 11 | 11 | 0.01% | 0.16% | 0.36% | Q1 2021 | Q3 2023 | 11 |
HARRIS ASSOCIATES L P | 11 | 11 | 0.08% | 0.45% | 1.33% | Q1 2021 | Q3 2023 | 11 |
First Bank & Trust | 11 | 11 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
COMMUNITY TRUST & INVESTMENT CO | 11 | 11 | 0.16% | 0.30% | 0.41% | Q2 2013 | Q4 2015 | 11 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.03% | 0.16% | Q2 2015 | Q1 2021 | 11 |
Man Group plc | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.17% | Q3 2019 | Q3 2023 | 11 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 11 |
KBC Group NV | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 11 |
LOEWS CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
Eudaimonia Partners, LLC | 6 | 2 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 11 |
State of Wyoming | 11 | 11 | 0.01% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Stonehage Fleming Financial Services Holdings Ltd | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Ceredex Value Advisors LLC | 9 | 2 | 0.35% | 1.23% | 2.10% | Q4 2020 | Q3 2023 | 11 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 11 |
ALPS ADVISORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 11 |
Fortis Advisors, LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
NATIXIS | 5 | 1 | 0.00% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 10 |
Community Capital Management, LLC | 10 | 10 | 0.21% | 0.52% | 1.01% | Q2 2021 | Q3 2023 | 10 |
Egerton Capital (UK) LLP | 10 | 10 | 0.58% | 3.52% | 6.33% | Q2 2021 | Q3 2023 | 10 |
MSD Partners, L.P. | 10 | 10 | 0.08% | 0.22% | 0.44% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
SHELL ASSET MANAGEMENT CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Nitorum Capital, L.P. | 9 | 9 | 2.04% | 3.01% | 3.77% | Q4 2020 | Q4 2022 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 2 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 9 |
Colonial Trust Advisors | 5 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 9 |
State of Alaska, Department of Revenue | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 9 |
First Horizon Advisors, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.02% | 0.09% | 0.12% | Q4 2017 | Q4 2019 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.04% | 0.17% | Q4 2014 | Q4 2022 | 9 |
Alaska Permanent Fund Corp | 7 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
RUSSELL FRANK CO/ | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
Clearstead Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
FIFTH THIRD BANCORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
Rehmann Capital Advisory Group | 6 | 3 | 0.03% | 0.05% | 0.05% | Q2 2018 | Q3 2020 | 9 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 8 |
Miura Global Management | 8 | 8 | 3.82% | 10.27% | 17.93% | Q4 2020 | Q3 2022 | 8 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 8 |
LPL Financial LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2016 | 8 |
WOLVERINE TRADING, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 8 |
FIR TREE CAPITAL MANAGEMENT LP | 8 | 8 | 0.28% | 1.20% | 2.58% | Q1 2021 | Q4 2022 | 8 |
Glassman Wealth Services | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Rockefeller Capital Management L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.66% | 0.81% | 0.98% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.06% | 0.23% | Q3 2019 | Q2 2023 | 8 |
Twin Tree Management, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 8 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2022 | 8 |
Hiddenite Capital Partners LP | 8 | 8 | 1.00% | 2.21% | 3.43% | Q4 2021 | Q3 2023 | 8 |
Matarin Capital Management, LLC | 3 | 2 | 0.02% | 0.35% | 0.73% | Q1 2014 | Q4 2016 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q2 2019 | 8 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Summit X, LLC | 7 | 7 | 0.26% | 0.35% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BURNEY CO/ | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
GABELLI FUNDS LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Gulf International Bank (UK) Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Robeco Institutional Asset Management B.V. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CORTLAND ASSOCIATES INC/MO | 7 | 7 | 5.42% | 6.75% | 8.50% | Q1 2022 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Korea Investment CORP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ArrowMark Colorado Holdings LLC | 7 | 7 | 0.04% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HENNESSY ADVISORS INC | 7 | 7 | 0.08% | 0.26% | 0.40% | Q1 2022 | Q3 2023 | 7 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 7 | 7 | 1.63% | 2.02% | 2.54% | Q1 2022 | Q3 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Petiole USA ltd | 7 | 7 | 2.06% | 4.85% | 7.52% | Q1 2022 | Q3 2023 | 7 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 7 |
BOKF, NA | 4 | 3 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 7 |
UMB Bank, n.a. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Alberta Investment Management Corp | 7 | 7 | 0.44% | 0.60% | 0.79% | Q1 2022 | Q3 2023 | 7 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.42% | 0.58% | 0.75% | Q1 2022 | Q3 2023 | 7 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 2 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Gator Capital Management, LLC | 7 | 7 | 1.61% | 4.29% | 8.37% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BRYN MAWR CAPITAL MANAGEMENT INC | 7 | 7 | 0.49% | 0.82% | 1.38% | Q2 2013 | Q4 2014 | 7 |
Amundi | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 6 | 1 | 0.07% | 0.32% | 0.49% | Q4 2021 | Q3 2023 | 7 |
Vestcor Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 7 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
IFM Investors Pty Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AUA CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.05% | 0.12% | 0.17% | Q3 2016 | Q1 2018 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q2 2023 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.67% | 1.28% | 1.66% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 7 |
DekaBank Deutsche Girozentrale | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
EARNEST PARTNERS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Illinois Municipal Retirement Fund | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Neuberger Berman Group LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.08% | 0.18% | Q3 2017 | Q1 2022 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Global Investors, LLC | 6 | 6 | 0.02% | 0.17% | 0.31% | Q2 2014 | Q3 2015 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.11% | Q3 2021 | Q3 2023 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2019 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2017 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.02% | 0.14% | 0.29% | Q4 2018 | Q2 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.07% | 0.23% | Q4 2015 | Q4 2019 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Amitell Capital Pte Ltd | 3 | 3 | 0.02% | 2.54% | 6.22% | Q1 2022 | Q3 2023 | 6 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.07% | 0.17% | Q3 2021 | Q3 2023 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2021 | 6 |
CHICAGO EQUITY PARTNERS LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2020 | 6 |
STEPHENS INC /AR/ | 6 | 6 | 0.04% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2023 | 6 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q2 2022 | 6 |
WHITTIER TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Brookfield Asset Management | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Numeric Investors LLC | 6 | 6 | 0.01% | 0.13% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CLIFFORD CAPITAL PARTNERS LLC | 6 | 6 | 2.64% | 3.36% | 4.57% | Q1 2022 | Q2 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
FIRST QUADRANT LLC/CA | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WESTPAC BANKING CORP | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2021 | 6 |
Sageworth Trust Co | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q1 2023 | 6 |
MAYPORT, LLC | 6 | 6 | 0.53% | 0.59% | 0.64% | Q2 2022 | Q3 2023 | 6 |
Family Management Corp | 6 | 6 | 1.17% | 1.42% | 1.65% | Q4 2020 | Q1 2022 | 6 |
XPONANCE, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 6 |
Janney Montgomery Scott LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
APG Asset Management N.V. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Assenagon Asset Management S.A. | 3 | 1 | 0.01% | 0.05% | 0.16% | Q2 2018 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 6 |
FCF Advisors LLC | 5 | 1 | 0.88% | 0.94% | 1.03% | Q3 2017 | Q4 2019 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.11% | 0.16% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kerrisdale Advisers, LLC | 6 | 6 | 0.20% | 0.39% | 0.48% | Q3 2021 | Q4 2022 | 6 |
Riverview Trust Co | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2013 | Q3 2014 | 5 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
COMERICA BANK | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Quad-Cities Investment Group, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.09% | 0.22% | 0.48% | Q4 2021 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 5 | 0.21% | 0.31% | 0.38% | Q2 2020 | Q2 2021 | 5 |
Schubert & Co | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CSat Investment Advisory, L.P. | 5 | 5 | 0.07% | 0.12% | 0.16% | Q2 2019 | Q2 2020 | 5 |
BANC FUNDS CO LLC | 5 | 5 | 0.07% | 0.24% | 0.58% | Q4 2014 | Q4 2015 | 5 |
Investors Research Corp | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.16% | Q1 2019 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q3 2021 | 5 |
Tredje AP-fonden | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q1 2022 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kepos Capital LP | 5 | 5 | 0.02% | 0.12% | 0.35% | Q1 2018 | Q1 2019 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VETAMER CAPITAL MANAGEMENT, L.P. | 5 | 5 | 2.02% | 4.03% | 4.94% | Q4 2021 | Q4 2022 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q4 2019 | 5 |
Balentine LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.08% | 0.23% | 0.38% | Q2 2019 | Q2 2020 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Westhampton Capital, LLC | 4 | 1 | 0.16% | 0.18% | 0.22% | Q2 2020 | Q4 2022 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.13% | 0.26% | 0.48% | Q3 2022 | Q3 2023 | 5 |
LMR Partners LLP | 2 | 1 | 0.02% | 0.22% | 0.47% | Q2 2015 | Q2 2023 | 5 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 5 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 5 | 5 | 0.14% | 0.38% | 0.73% | Q1 2021 | Q1 2022 | 5 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
UNITED BANK | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Achmea Investment Management B.V. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Spire Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ANALYTIC INVESTORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.27% | 0.52% | Q4 2020 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2021 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.01% | 0.08% | 0.16% | Q3 2018 | Q3 2019 | 5 |
CONNABLE OFFICE INC | 3 | 2 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Sageworth Trust Co of South Dakota | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 5 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2022 | 4 |
Convergence Investment Partners, LLC | 2 | 2 | 0.00% | 0.13% | 0.22% | Q2 2014 | Q2 2018 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TOBAM | 4 | 4 | 0.00% | 0.68% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Bragg Financial Advisors, Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Interval Partners, LP | 3 | 3 | 0.08% | 0.20% | 0.49% | Q1 2023 | Q3 2023 | 4 |
Lone Pine Capital | 4 | 4 | 0.36% | 0.67% | 1.27% | Q1 2022 | Q4 2022 | 4 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.19% | 0.35% | Q3 2020 | Q4 2022 | 4 |
Southpoint Capital Advisors LP | 4 | 4 | 1.36% | 1.88% | 2.43% | Q1 2021 | Q4 2021 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.10% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.85% | 0.88% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Islet Management, LP | 4 | 4 | 0.41% | 0.73% | 1.24% | Q2 2021 | Q1 2022 | 4 |
TOMS Capital Investment Management LP | 4 | 4 | 4.36% | 6.02% | 7.42% | Q1 2021 | Q4 2021 | 4 |
JACOBS ASSET MANAGEMENT, LLC | 4 | 4 | 1.79% | 2.27% | 2.48% | Q4 2020 | Q3 2021 | 4 |
Venator Management LLC | 3 | 1 | 0.10% | 0.37% | 0.51% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
H. L. Ormond & Company, LLC | 4 | 4 | 0.32% | 0.41% | 0.51% | Q4 2021 | Q3 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.06% | 0.10% | 0.21% | Q4 2021 | Q3 2022 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Livforsakringsbolaget Skandia, Omsesidigt | 4 | 4 | 0.05% | 0.31% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Redwood Investment Management, LLC | 2 | 1 | 0.11% | 0.22% | 0.33% | Q2 2019 | Q4 2022 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q1 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
IBM Retirement Fund | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
SEEYOND | 4 | 4 | 0.03% | 0.09% | 0.13% | Q1 2022 | Q4 2022 | 4 |
Tyler-Stone Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Tower View Wealth Management LLC | 4 | 4 | 0.11% | 0.23% | 0.34% | Q4 2017 | Q3 2018 | 4 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 4 |
Mraz, Amerine & Associates, Inc. | 4 | 4 | 0.18% | 0.33% | 0.41% | Q4 2022 | Q3 2023 | 4 |
GCM Grosvenor Holdings, LLC | 4 | 4 | 8.35% | 9.49% | 11.66% | Q2 2022 | Q1 2023 | 4 |
RIPOSTE CAPITAL LLC | 4 | 4 | 0.72% | 2.29% | 4.54% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.09% | 0.12% | Q4 2013 | Q1 2017 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 0.22% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
P SCHOENFELD ASSET MANAGEMENT LP | 4 | 4 | 0.17% | 0.93% | 1.77% | Q1 2022 | Q4 2022 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Andra AP-fonden | 4 | 4 | 0.06% | 0.13% | 0.29% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 4 |
SEIZERT CAPITAL PARTNERS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 4 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 4 | 0.28% | 0.32% | 0.39% | Q1 2018 | Q4 2018 | 4 |
44 WEALTH MANAGEMENT LLC | 4 | 4 | 0.22% | 0.28% | 0.34% | Q3 2022 | Q2 2023 | 4 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 4 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Bank OZK | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2016 | Q2 2017 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 4 | 4 | 0.17% | 0.33% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
CastleKnight Management LP | 2 | 1 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q1 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 3 | 1 | 0.02% | 0.15% | 0.25% | Q4 2019 | Q1 2022 | 4 |
Tradewinds, LLC. | 2 | 1 | 0.27% | 0.37% | 0.49% | Q2 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 4 |
North Reef Capital Management LP | 2 | 1 | 0.19% | 2.28% | 4.70% | Q4 2021 | Q1 2023 | 4 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.01% | 0.16% | 0.36% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 1 | 1 | 0.16% | 0.20% | 0.27% | Q2 2021 | Q3 2023 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.26% | 0.27% | 0.29% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q2 2023 | 3 |
Bronte Capital Management Pty Ltd. | 3 | 3 | 2.39% | 3.08% | 3.65% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.17% | 0.92% | 1.53% | Q2 2022 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
ROYAL LONDON ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Sessa Capital IM, L.P. | 3 | 3 | 3.20% | 5.23% | 6.47% | Q1 2023 | Q3 2023 | 3 |
DEERE & CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.13% | 0.15% | 0.17% | Q1 2022 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
rhino investment partners, Inc | 3 | 3 | 1.72% | 2.41% | 2.77% | Q2 2022 | Q4 2022 | 3 |
HANCOCK WHITNEY CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
FRANKLIN RESOURCES INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FORA Capital, LLC | 2 | 1 | 0.13% | 0.18% | 0.22% | Q3 2022 | Q3 2023 | 3 |
M3F, Inc. | 2 | 1 | 0.60% | 1.61% | 2.12% | Q2 2013 | Q3 2020 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.09% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.04% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 3 |
IEQ CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Proficio Capital Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.10% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Ancora Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quinn Opportunity Partners LLC | 3 | 3 | 2.07% | 3.41% | 4.24% | Q1 2023 | Q3 2023 | 3 |
Teton Capital Partners | 3 | 3 | 8.30% | 10.32% | 13.74% | Q1 2023 | Q3 2023 | 3 |
INCEPTIONR LLC | 3 | 3 | 0.13% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 2.34% | 2.82% | 3.11% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MBL Wealth, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Greenwich Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Davis Asset Management, L.P. | 3 | 3 | 0.89% | 1.04% | 1.14% | Q1 2023 | Q3 2023 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AWH Capital, L.P. | 3 | 3 | 0.92% | 4.01% | 5.79% | Q1 2023 | Q3 2023 | 3 |
EAM Global Investors LLC | 2 | 1 | 0.20% | 1.05% | 1.56% | Q3 2021 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 3.09% | 3.14% | 3.23% | Q1 2023 | Q3 2023 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Davide Leone & Partners Investment Co Ltd. | 3 | 3 | 5.10% | 11.79% | 19.95% | Q1 2023 | Q3 2023 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GOBI CAPITAL LLC | 3 | 3 | 2.30% | 4.57% | 6.29% | Q1 2023 | Q3 2023 | 3 |
Maven Securities LTD | 3 | 3 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q2 2021 | 3 |
HAHN CAPITAL MANAGEMENT LLC | 3 | 3 | 1.02% | 1.19% | 1.46% | Q1 2022 | Q3 2022 | 3 |
Centiva Capital, LP | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
SELDON CAPITAL LP | 3 | 3 | 0.42% | 1.41% | 2.11% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.04% | 0.06% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Private Capital Advisors, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Coatue Management | 3 | 3 | 0.84% | 1.75% | 2.39% | Q1 2023 | Q3 2023 | 3 |
ALLSTATE CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Stieven Capital Advisors, L.P. | 3 | 3 | 2.88% | 3.86% | 4.42% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q2 2022 | Q4 2022 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Greenlight Capital | 3 | 3 | 1.19% | 1.46% | 1.83% | Q1 2023 | Q3 2023 | 3 |
Sculptor Capital LP | 3 | 3 | 0.49% | 1.02% | 1.39% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Gladstone Capital Management LLP | 3 | 3 | 3.62% | 4.07% | 4.91% | Q1 2023 | Q3 2023 | 3 |
Graham Capital Management, L.P. | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
BRIDGER MANAGEMENT, LLC | 2 | 2 | 0.88% | 1.22% | 1.56% | Q4 2020 | Q1 2021 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.35% | 0.63% | 0.91% | Q4 2018 | Q1 2019 | 2 |
PROFUND ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sabal Trust CO | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Dougherty Wealth Advisers LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LMCG INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CHECK CAPITAL MANAGEMENT INC/CA | 2 | 2 | 0.52% | 0.78% | 1.05% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
EAM Investors, LLC | 2 | 2 | 0.22% | 0.30% | 0.38% | Q1 2021 | Q2 2021 | 2 |
ARMOR ADVISORS, L.L.C. | 2 | 2 | 3.35% | 3.57% | 3.80% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.82% | 0.90% | 0.98% | Q1 2021 | Q2 2021 | 2 |
Mason & Associates Inc | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2018 | Q2 2018 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Zweig-DiMenna Associates LLC | 2 | 2 | 1.50% | 1.52% | 1.53% | Q2 2023 | Q3 2023 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Bleakley Financial Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.09% | 0.13% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.14% | 0.41% | 0.67% | Q2 2014 | Q1 2021 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Shay Capital LLC | 1 | 1 | 0.12% | 0.35% | 0.57% | Q4 2020 | Q1 2023 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Donoghue Forlines LLC | 2 | 2 | 0.39% | 0.43% | 0.48% | Q2 2023 | Q3 2023 | 2 |
Senator Investment Group LP | 2 | 2 | 2.26% | 2.58% | 2.91% | Q2 2023 | Q3 2023 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Strategic Global Advisors, LLC | 2 | 2 | 0.37% | 0.76% | 1.14% | Q2 2023 | Q3 2023 | 2 |
MUFG Securities EMEA plc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
OAKTREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.18% | 0.20% | 0.22% | Q4 2012 | Q1 2013 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.16% | 0.19% | 0.21% | Q4 2017 | Q1 2018 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.20% | 0.20% | 0.21% | Q4 2020 | Q1 2021 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.19% | 0.26% | 0.33% | Q2 2023 | Q3 2023 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.71% | 0.85% | 0.98% | Q3 2022 | Q4 2022 | 2 |
First Trust Direct Indexing L.P. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2022 | 2 |
Merrion Investment Management Co, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Saber Capital Managment, LLC | 2 | 2 | 2.34% | 5.23% | 8.12% | Q2 2023 | Q3 2023 | 2 |
Calvert Investment Management, Inc. | 1 | 1 | 0.01% | 0.08% | 0.14% | Q2 2016 | Q4 2016 | 2 |
Price Jennifer C. | 2 | 2 | 3.29% | 3.88% | 4.47% | Q2 2022 | Q3 2022 | 2 |
AIA Group Ltd | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.40% | 0.62% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Candriam S.C.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Quantedge Capital Pte Ltd | 2 | 2 | 0.91% | 1.47% | 2.03% | Q2 2023 | Q3 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jolley Asset Management, LLC | 1 | 1 | 0.72% | 0.76% | 0.80% | Q3 2014 | Q3 2015 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Private Advisor Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BHZ CAPITAL MANAGEMENT, LP | 2 | 2 | 1.18% | 2.33% | 3.47% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MFN Partners Management, LP | 2 | 2 | 8.33% | 8.74% | 9.16% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
National Pension Service | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FUNDSMITH INVESTMENT SERVICES LTD. | 2 | 2 | 0.09% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Algebris (UK) Ltd | 2 | 2 | 1.29% | 1.90% | 2.51% | Q1 2022 | Q2 2022 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 2 |
Toscafund Asset Management LLP | 2 | 2 | 10.04% | 11.07% | 12.10% | Q4 2020 | Q1 2021 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2022 | Q4 2022 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2014 | Q3 2014 | 2 |
Waterfront Wealth Inc. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q4 2022 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Crestline Management, LP | 1 | 1 | 0.27% | 0.36% | 0.45% | Q1 2022 | Q3 2023 | 2 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2013 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.39% | 0.50% | 0.61% | Q2 2023 | Q3 2023 | 2 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.83% | 2.52% | 3.22% | Q4 2020 | Q1 2021 | 2 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.17% | 0.88% | 1.58% | Q3 2022 | Q2 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Nair Vinay | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SECOND CURVE CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Rubric Capital Management LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2023 | Q1 2023 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 5.04% | 5.04% | 5.04% | Q1 2021 | Q1 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2022 | Q4 2022 | 1 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Diversified Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2022 | Q1 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Roubaix Capital, LLC | 1 | 1 | 2.43% | 2.43% | 2.43% | Q4 2021 | Q4 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q2 2022 | Q2 2022 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
BHR Capital LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2013 | Q2 2013 | 1 |
FIRST CITIZENS BANCORPORATION INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PGGM Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HAVENS ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Capital Impact Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 2.98% | 2.98% | 2.98% | Q2 2013 | Q2 2013 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Shellback Capital, LP | 1 | 1 | 3.84% | 3.84% | 3.84% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Lingohr Asset Management GmbH | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PROSPECTOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Polianta Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2023 | Q3 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2022 | Q1 2022 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2013 | Q4 2013 | 1 |
Arctis Global LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q1 2023 | Q1 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2018 | Q2 2018 | 1 |
JS Capital Management LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2023 | Q1 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Palestra Capital Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2020 | Q4 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2023 | Q1 2023 | 1 |
JCSD Capital, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mizuho Markets Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hawkeye Capital Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Springhouse Capital Management, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
One Fin Capital Management LP | 1 | 1 | 5.07% | 5.07% | 5.07% | Q4 2021 | Q4 2021 | 1 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2022 | Q1 2022 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2023 | Q1 2023 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Smithfield Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PITCAIRN CO | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Azora Capital LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
PRICE MICHAEL F | 1 | 1 | 3.15% | 3.15% | 3.15% | Q1 2022 | Q1 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q1 2023 | Q1 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 8.02% | 8.02% | 8.02% | Q1 2022 | Q1 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Summit Global Investments | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own FIRST CTZNS BANCSHARES INC N or have owned FIRST CTZNS BANCSHARES INC N in the past.