Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
MORGAN STANLEY | 30 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
BANK OF AMERICA CORP /DE/ | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
BANC FUNDS CO LLC | 33 | 33 | 0.24% | 1.29% | 2.22% | Q3 2015 | Q3 2023 | 33 |
FMR LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
CITIGROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2023 | 31 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Citadel Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 31 | 31 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 31 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
STATE STREET CORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Boston Partners | 30 | 30 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 30 |
AMERICAN INTERNATIONAL GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
STIFEL FINANCIAL CORP | 28 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
GOLDMAN SACHS GROUP INC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
CREDIT SUISSE AG/ | 26 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Apriem Advisors | 29 | 29 | 0.05% | 0.07% | 0.09% | Q3 2015 | Q3 2022 | 29 |
Renaissance Technologies | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 28 |
Chesley Taft & Associates LLC | 28 | 28 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Swiss National Bank | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
ENDICOTT MANAGEMENT CO | 26 | 26 | 3.67% | 12.02% | 22.12% | Q3 2015 | Q4 2021 | 26 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
WELLINGTON MANAGEMENT GROUP LLP | 17 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
D. E. Shaw & Co., Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 24 |
FEDERATED HERMES, INC. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 24 |
Allworth Financial LP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 16 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Invesco Ltd. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Rosenthal {-} Henry Capital Advisors, Inc. | 22 | 1 | 1.65% | 2.11% | 2.98% | Q4 2016 | Q3 2022 | 23 |
UBS ASSET MANAGEMENT AMERICAS INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
EMERALD MUTUAL FUND ADVISERS TRUST | 14 | 1 | 0.01% | 0.23% | 0.64% | Q3 2015 | Q3 2023 | 23 |
KENNEDY CAPITAL MANAGEMENT LLC | 15 | 4 | 0.01% | 0.18% | 0.41% | Q3 2015 | Q1 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 11 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Mesirow Financial Investment Management, Inc. | 22 | 22 | 0.93% | 1.79% | 2.50% | Q3 2017 | Q4 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 2 | 0.02% | 0.14% | 0.38% | Q2 2017 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 21 |
IndexIQ Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q1 2022 | 20 |
American Money Management, LLC | 20 | 20 | 0.08% | 0.15% | 0.22% | Q1 2015 | Q4 2019 | 20 |
PRUDENTIAL FINANCIAL INC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
RMB Capital Management, LLC | 18 | 1 | 0.01% | 0.23% | 0.45% | Q3 2015 | Q2 2022 | 19 |
METROPOLITAN LIFE INSURANCE CO/NY | 11 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Allianz Asset Management GmbH | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
AQR Capital Management | 15 | 4 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.14% | 0.70% | 1.17% | Q4 2018 | Q2 2023 | 19 |
MetLife Investment Management, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
ROYCE & ASSOCIATES LP | 18 | 1 | 0.00% | 0.06% | 0.09% | Q2 2018 | Q2 2023 | 19 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Teton Advisors, Inc. | 18 | 18 | 0.02% | 0.10% | 0.19% | Q3 2017 | Q4 2021 | 18 |
LPL Financial LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MENDON CAPITAL ADVISORS CORP | 18 | 18 | 1.17% | 1.85% | 2.56% | Q3 2015 | Q4 2019 | 18 |
WHITTIER TRUST CO | 11 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Azora Capital LP | 14 | 3 | 0.54% | 1.74% | 4.25% | Q2 2018 | Q3 2023 | 17 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 17 | 17 | 0.36% | 0.97% | 1.78% | Q3 2015 | Q3 2019 | 17 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 17 |
Capital Bank & Trust Co | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 16 |
PANAGORA ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 16 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 15 |
BHZ CAPITAL MANAGEMENT, LP | 8 | 2 | 0.08% | 1.01% | 2.79% | Q1 2017 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 2 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q4 2022 | 14 |
Stieven Capital Advisors, L.P. | 11 | 3 | 1.00% | 1.14% | 1.45% | Q3 2015 | Q1 2022 | 14 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 14 |
ClariVest Asset Management LLC | 11 | 3 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2022 | 14 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Arizona State Retirement System | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2021 | 13 |
GLOBEFLEX CAPITAL L P | 13 | 13 | 0.08% | 0.12% | 0.20% | Q1 2018 | Q1 2021 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 13 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 12 |
ELCO Management Co., LLC | 11 | 1 | 0.17% | 0.30% | 0.39% | Q3 2016 | Q4 2022 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
US BANCORP \DE\ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
MACQUARIE GROUP LTD | 12 | 12 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Elizabeth Park Capital Advisors, Ltd. | 11 | 11 | 0.95% | 2.58% | 3.50% | Q2 2020 | Q4 2022 | 11 |
WEDBUSH SECURITIES INC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 11 |
OBERWEIS ASSET MANAGEMENT INC/ | 11 | 11 | 0.12% | 0.17% | 0.24% | Q1 2020 | Q3 2022 | 11 |
BROWN ADVISORY INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
Cubist Systematic Strategies, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 11 |
CADENCE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.06% | 0.09% | 0.13% | Q4 2015 | Q2 2018 | 11 |
Eidelman Virant Capital | 11 | 11 | 0.34% | 0.45% | 0.59% | Q3 2015 | Q1 2018 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 11 |
CASTINE CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.71% | 2.17% | 2.78% | Q3 2015 | Q1 2018 | 11 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 7 | 3 | 0.18% | 0.22% | 0.25% | Q3 2017 | Q3 2022 | 10 |
ALPS ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 10 |
Rafferty Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 10 |
LSV ASSET MANAGEMENT | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 10 |
NORTHPOINTE CAPITAL LLC | 10 | 10 | 0.19% | 0.39% | 0.69% | Q3 2015 | Q4 2017 | 10 |
Artemis Investment Management LLP | 9 | 9 | 0.01% | 0.06% | 0.09% | Q2 2020 | Q2 2022 | 9 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 9 |
WESBANCO BANK INC | 6 | 1 | 0.05% | 0.10% | 0.12% | Q2 2020 | Q4 2022 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2022 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 9 |
Orchard Capital Management, LLC | 9 | 9 | 1.26% | 2.97% | 4.04% | Q4 2020 | Q4 2022 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.08% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 9 |
M3F, Inc. | 7 | 1 | 0.92% | 2.20% | 3.38% | Q4 2015 | Q1 2020 | 8 |
PDT Partners, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2021 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 8 |
Beacon Pointe Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Dorsey Wright & Associates | 8 | 8 | 0.00% | 0.06% | 0.46% | Q3 2020 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
RENAISSANCE GROUP LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 8 |
FORTEM FINANCIAL GROUP, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Twin Lakes Capital Management, LLC | 6 | 2 | 0.09% | 0.25% | 0.33% | Q4 2020 | Q4 2022 | 8 |
ALGERT GLOBAL LLC | 7 | 1 | 0.08% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
MCDONALD PARTNERS LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.04% | 0.18% | 0.26% | Q4 2021 | Q4 2023 | 8 |
NAPLES GLOBAL ADVISORS, LLC | 8 | 8 | 0.17% | 0.57% | 0.97% | Q4 2021 | Q3 2023 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2019 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.03% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Prudent Man Advisors, LLC | 6 | 1 | 0.06% | 0.10% | 0.11% | Q4 2020 | Q4 2022 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 7 |
EJF Capital LLC | 4 | 3 | 0.29% | 0.39% | 0.49% | Q3 2015 | Q1 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Hillsdale Investment Management Inc. | 7 | 7 | 0.27% | 0.34% | 0.43% | Q4 2019 | Q2 2021 | 7 |
Nationwide Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 7 |
Aviance Capital Partners, LLC | 7 | 7 | 0.04% | 0.15% | 0.28% | Q1 2022 | Q3 2023 | 7 |
BlackRock Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Brandywine Global Investment Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 7 |
COMERICA BANK | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 7 |
Jump Financial, LLC | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 7 |
GMT CAPITAL CORP | 7 | 7 | 0.04% | 2.41% | 4.02% | Q3 2021 | Q1 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q2 2023 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WINTON GROUP Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 7 |
Phocas Financial Corp. | 5 | 1 | 0.00% | 0.57% | 1.36% | Q4 2018 | Q4 2022 | 7 |
Cooper Financial Group | 4 | 2 | 0.07% | 0.09% | 0.15% | Q2 2021 | Q4 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 6 |
CAPITAL MANAGEMENT CORP /VA | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 6 |
Diversified Trust Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HBK Sorce Advisory LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 6 |
EMERALD ADVISERS, LLC | 4 | 2 | 0.02% | 0.26% | 0.49% | Q1 2018 | Q2 2022 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
ExodusPoint Capital Management, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 6 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q3 2022 | 6 |
Petrus Trust Company, LTA | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q2 2021 | 6 |
DAVIDSON INVESTMENT ADVISORS | 6 | 6 | 0.69% | 1.03% | 1.22% | Q3 2021 | Q4 2022 | 6 |
Buffington Mohr McNeal | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
FSI GROUP, LLC | 5 | 5 | 0.83% | 1.59% | 1.97% | Q3 2015 | Q3 2016 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 5 | 5 | 0.46% | 0.50% | 0.55% | Q3 2015 | Q3 2016 | 5 |
JANE STREET GROUP, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
CAPITAL GUARDIAN TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Hutchin Hill Capital, LP | 5 | 5 | 0.04% | 0.09% | 0.13% | Q3 2015 | Q3 2016 | 5 |
FJ Capital Management LLC | 3 | 2 | 0.16% | 0.46% | 0.75% | Q3 2015 | Q3 2018 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.02% | 0.05% | 0.13% | Q1 2018 | Q1 2019 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Aristotle Capital Boston, LLC | 5 | 5 | 0.30% | 0.42% | 0.56% | Q3 2015 | Q3 2016 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 5 |
Hodges Capital Management Inc. | 5 | 5 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 5 |
WESTERN FINANCIAL Corp | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2021 | Q3 2022 | 5 |
STRS OHIO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 5 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 5 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Aperio Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
Harvest Capital Strategies LLC | 4 | 4 | 0.06% | 0.15% | 0.25% | Q3 2015 | Q2 2016 | 4 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
STRATEGIC VALUE BANK PARTNERS LLC | 4 | 4 | 0.02% | 3.28% | 4.98% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 4 | 0.79% | 0.86% | 0.96% | Q3 2021 | Q2 2022 | 4 |
ProShare Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 4 |
Welch Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Rockefeller Capital Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SJS Investment Consulting Inc. | 2 | 2 | 0.03% | 0.08% | 0.10% | Q4 2021 | Q4 2022 | 4 |
NISA INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MALTESE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.26% | 0.51% | Q3 2015 | Q3 2023 | 4 |
Capital Advantage, Inc. | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 4 |
Western Financial Corp/CA | 4 | 4 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SIGNATUREFD, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
State of New Jersey Common Pension Fund D | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
SECOND CURVE CAPITAL LLC | 3 | 1 | 0.06% | 0.27% | 0.86% | Q3 2015 | Q4 2017 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parallel Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nicholas Investment Partners, LP | 4 | 4 | 0.16% | 0.20% | 0.29% | Q4 2019 | Q3 2020 | 4 |
Interval Partners, LP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
River Oaks Capital LLC | 4 | 4 | 0.50% | 0.64% | 0.72% | Q4 2021 | Q3 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.05% | 0.14% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Municipal Employees' Retirement System of Michigan | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.19% | 0.31% | 0.40% | Q1 2021 | Q4 2021 | 4 |
TFS CAPITAL LLC | 4 | 4 | 0.05% | 0.12% | 0.18% | Q3 2015 | Q2 2016 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2021 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 4 | 4 | 0.20% | 0.25% | 0.30% | Q4 2015 | Q3 2016 | 4 |
Keeley-Teton Advisors, LLC | 4 | 4 | 0.16% | 0.48% | 0.70% | Q1 2022 | Q4 2022 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Spark Investment Management LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2017 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
RUSSELL FRANK CO/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.25% | 0.32% | 0.42% | Q4 2018 | Q2 2019 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.02% | 0.16% | 0.40% | Q4 2017 | Q2 2018 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Brookmont Capital Management | 3 | 3 | 0.11% | 0.12% | 0.12% | Q3 2021 | Q1 2022 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Andrew Hill Investment Advisors, Inc. | 3 | 3 | 0.04% | 0.59% | 1.17% | Q4 2021 | Q2 2022 | 3 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 3 | 0.03% | 0.19% | 0.27% | Q3 2015 | Q1 2016 | 3 |
Virtu Financial LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Man Group plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
Quadrature Capital Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HUNTINGTON NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 3 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Red Tortoise LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
rhino investment partners, Inc | 2 | 2 | 1.47% | 2.81% | 4.15% | Q4 2022 | Q1 2023 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SALZHAUER MICHAEL | 2 | 2 | 0.35% | 0.38% | 0.40% | Q4 2021 | Q1 2022 | 2 |
PROSPECTOR PARTNERS LLC | 2 | 2 | 0.12% | 0.24% | 0.36% | Q3 2015 | Q4 2015 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AVIVA PLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.61% | 0.61% | 0.61% | Q1 2022 | Q2 2022 | 2 |
Elequin Capital, LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
BESSEMER GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mesirow Institutional Investment Management, Inc. | 2 | 2 | 0.76% | 0.81% | 0.86% | Q3 2022 | Q4 2022 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Versor Investments LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisor Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fourthstone LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
DEPRINCE RACE & ZOLLO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Verdad Advisers, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Consector Capital, LP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2015 | Q3 2015 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Triad Investment Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nierenberg Investment Management Company, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AXA S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ethic Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
IFP Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2021 | Q1 2021 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Newtyn Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
PATRIOT FINANCIAL PARTNERS GP, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2015 | Q3 2015 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
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This page lists all the filers that currently own FIRST FNDTN INC or have owned FIRST FNDTN INC in the past.