Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
First Financial Bank - Trust Division | 44 | 44 | 0.23% | 0.37% | 0.54% | Q1 2013 | Q4 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.12% | 0.71% | 2.66% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ClariVest Asset Management LLC | 42 | 42 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 42 | 42 | 0.02% | 0.33% | 0.91% | Q2 2013 | Q3 2023 | 42 |
LSV ASSET MANAGEMENT | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 29 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
AQR Capital Management | 31 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 32 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
PRINCIPAL FINANCIAL GROUP INC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
PL Capital Advisors, LLC | 40 | 40 | 4.52% | 7.67% | 9.83% | Q4 2013 | Q3 2023 | 40 |
Minerva Advisors LLC | 39 | 39 | 0.14% | 0.23% | 0.30% | Q1 2014 | Q3 2023 | 39 |
Brandywine Global Investment Management, LLC | 29 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 39 |
KENNEDY CAPITAL MANAGEMENT LLC | 39 | 39 | 0.01% | 0.19% | 0.36% | Q1 2014 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 31 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
Renaissance Technologies | 32 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 37 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 37 | 37 | 0.05% | 0.11% | 0.18% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ClearBridge Investments | 29 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 36 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 20 | 16 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 24 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2021 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
NORDEA INVESTMENT MANAGEMENT AB | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 28 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 33 |
STRS OHIO | 19 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Fisher Asset Management, LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Citadel Advisors | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 33 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 32 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 32 |
MEEDER ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 32 |
PANAGORA ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
STIFEL FINANCIAL CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 31 |
SEI INVESTMENTS CO | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 31 | 31 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 24 | 7 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2023 | 31 |
Veritable, L.P. | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 30 |
D. E. Shaw & Co., Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 29 | 29 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2020 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 13 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 28 |
GUGGENHEIM CAPITAL LLC | 25 | 3 | 0.00% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
FCG ADVISORS, LLC | 28 | 28 | 0.20% | 1.11% | 2.02% | Q4 2013 | Q3 2020 | 28 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15 | 2 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 27 |
GSA CAPITAL PARTNERS LLP | 16 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 27 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 27 | 27 | 0.31% | 0.72% | 0.85% | Q4 2014 | Q2 2021 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
ProShare Advisors LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 26 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 26 | 26 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Dana Investment Advisors, Inc. | 26 | 26 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q3 2019 | 26 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 26 |
Chicago Partners Investment Group LLC | 26 | 26 | 0.03% | 0.07% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q2 2022 | 26 |
CASTINE CAPITAL MANAGEMENT, LLC | 25 | 25 | 2.03% | 3.15% | 4.54% | Q2 2013 | Q2 2019 | 25 |
FMR LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Parkside Financial Bank & Trust | 25 | 25 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
MONARCH CAPITAL MANAGEMENT INC/ | 25 | 25 | 0.08% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 25 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 25 | 25 | 0.12% | 2.16% | 3.14% | Q3 2017 | Q3 2023 | 25 |
Boston Partners | 25 | 25 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 25 |
AMERICAN CENTURY COMPANIES INC | 20 | 5 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 25 |
OLD NATIONAL BANCORP /IN/ | 25 | 25 | 0.03% | 0.07% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Diversified Portfolios, Inc. | 15 | 1 | 0.16% | 0.44% | 0.80% | Q1 2015 | Q1 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 24 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q1 2020 | 24 |
AMALGAMATED BANK | 13 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 24 |
Advisors Asset Management, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NORGES BANK | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
QS Investors, LLC | 20 | 3 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2019 | 23 |
DEPRINCE RACE & ZOLLO INC | 13 | 10 | 0.12% | 0.46% | 0.93% | Q3 2014 | Q1 2023 | 23 |
PARK NATIONAL CORP /OH/ | 23 | 23 | 0.02% | 0.14% | 0.38% | Q2 2017 | Q4 2022 | 23 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Employees Retirement System of Texas | 23 | 23 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2019 | 23 |
EAGLE ASSET MANAGEMENT INC | 22 | 22 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Financial Enhancement Group LLC | 19 | 3 | 0.00% | 0.04% | 0.36% | Q4 2016 | Q3 2022 | 22 |
Atlas Brown,Inc. | 22 | 22 | 0.10% | 0.21% | 0.39% | Q4 2017 | Q1 2023 | 22 |
BRR OpCo, LLC | 22 | 22 | 0.10% | 0.26% | 0.56% | Q2 2017 | Q3 2022 | 22 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 21 |
COMERICA BANK | 16 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
NATIXIS ADVISORS, L.P. | 20 | 1 | 0.00% | 0.06% | 0.09% | Q3 2015 | Q4 2022 | 21 |
CAPTRUST FINANCIAL ADVISORS | 15 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
LPL Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 15 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 21 |
ALPS ADVISORS INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 21 |
CENTRAL TRUST Co | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2019 | 20 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 20 | 20 | 0.33% | 0.75% | 1.10% | Q3 2015 | Q2 2020 | 20 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2020 | 20 |
HighPoint Advisor Group LLC | 14 | 1 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q2 2022 | 19 |
EMERALD MUTUAL FUND ADVISERS TRUST | 7 | 1 | 0.00% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 19 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 14 | 2 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EARNEST PARTNERS LLC | 18 | 18 | 0.45% | 0.68% | 0.86% | Q2 2019 | Q3 2023 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2021 | 18 |
Cannell & Co. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2018 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2017 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
LORD, ABBETT & CO. LLC | 18 | 18 | 0.03% | 0.09% | 0.17% | Q3 2015 | Q4 2019 | 18 |
PARADIGM ASSET MANAGEMENT CO LLC | 15 | 3 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2020 | 18 |
Phocas Financial Corp. | 18 | 18 | 0.75% | 1.03% | 1.38% | Q2 2019 | Q3 2023 | 18 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 1 | 0.08% | 0.12% | 0.19% | Q4 2013 | Q2 2023 | 18 |
BANC FUNDS CO LLC | 18 | 18 | 0.03% | 1.01% | 1.31% | Q2 2013 | Q3 2017 | 18 |
SMITH ASSET MANAGEMENT GROUP LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
INTRUST BANK NA | 17 | 1 | 0.03% | 0.28% | 0.40% | Q2 2016 | Q1 2021 | 18 |
SIGNATUREFD, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 17 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.06% | 0.11% | Q1 2018 | Q1 2022 | 17 |
PITCAIRN CO | 13 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2019 | 17 |
D.A. DAVIDSON & CO. | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 17 |
Cranbrook Wealth Management, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Parallel Advisors, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.09% | 0.32% | Q3 2017 | Q1 2023 | 17 |
Sound Income Strategies, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 16 |
Ullmann Wealth Partners Group, LLC | 6 | 1 | 0.06% | 0.12% | 0.18% | Q2 2017 | Q4 2022 | 16 |
CONNABLE OFFICE INC | 16 | 16 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2023 | 16 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2020 | 16 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Rafferty Asset Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.08% | 0.17% | Q4 2015 | Q2 2022 | 15 |
Zebra Capital Management LLC | 13 | 2 | 0.18% | 0.36% | 0.52% | Q1 2014 | Q2 2018 | 15 |
Pier Capital, LLC | 11 | 4 | 1.05% | 1.27% | 1.62% | Q2 2018 | Q4 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
SYNOVUS FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
CASTLE CREEK CAPITAL PARTNERS IV, LP | 14 | 14 | 11.15% | 13.64% | 17.92% | Q2 2013 | Q3 2016 | 14 |
MUFG Americas Holdings Corp | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q2 2018 | 14 |
Advisory Services Network, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q2 2020 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Holdings, LLC | 14 | 14 | 0.10% | 0.16% | 0.23% | Q2 2013 | Q3 2016 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
ENDICOTT MANAGEMENT CO | 14 | 14 | 1.22% | 11.58% | 13.72% | Q2 2013 | Q3 2016 | 14 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 13 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
Rehmann Capital Advisory Group | 7 | 6 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 13 |
OXFORD FINANCIAL GROUP, LTD. LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Richard Bernstein Advisors LLC | 8 | 5 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2021 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
State of New Jersey Common Pension Fund D | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 13 |
MALTESE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.48% | 1.27% | Q2 2014 | Q3 2023 | 13 |
CX Institutional | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 13 |
Integrated Investment Consultants, LLC | 12 | 1 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 13 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ADVISORY RESEARCH INC | 12 | 12 | 0.15% | 0.34% | 0.74% | Q4 2020 | Q3 2023 | 12 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 12 |
1st Global Advisors, Inc. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2017 | 12 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
First Bank & Trust | 12 | 12 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q2 2022 | 12 |
IndexIQ Advisors LLC | 9 | 3 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q1 2022 | 12 |
Robeco Institutional Asset Management B.V. | 8 | 4 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2022 | 12 |
DENALI ADVISORS LLC | 10 | 2 | 0.02% | 0.52% | 1.53% | Q2 2019 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.22% | 0.40% | 0.63% | Q4 2020 | Q3 2023 | 12 |
BlackRock Group LTD | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SHELL ASSET MANAGEMENT CO | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
LAZARD ASSET MANAGEMENT LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Dean Capital Management | 11 | 11 | 0.68% | 1.45% | 2.09% | Q2 2017 | Q4 2019 | 11 |
Sigma Planning Corp | 7 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 11 |
DEAN INVESTMENT ASSOCIATES, LLC | 11 | 11 | 0.47% | 0.75% | 1.01% | Q2 2017 | Q4 2019 | 11 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q2 2023 | 10 |
VESTOR CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
EMERALD ADVISERS, LLC | 7 | 1 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2020 | 10 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 1 | 0.00% | 0.11% | 0.14% | Q2 2013 | Q2 2017 | 10 |
Sterling Capital Management LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 10 |
Indiana Trust & Investment Management CO | 4 | 1 | 0.02% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 10 |
AMERICAN FINANCIAL GROUP INC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q3 2016 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Windsor Wealth Management, Inc. | 10 | 10 | 0.12% | 0.22% | 0.32% | Q2 2019 | Q3 2021 | 10 |
YorkBridge Wealth Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CWM, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 9 |
WALLER FINANCIAL PLANNING GROUP, INC | 9 | 9 | 0.12% | 0.23% | 0.32% | Q4 2018 | Q4 2020 | 9 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 9 |
BRYN MAWR CAPITAL MANAGEMENT INC | 9 | 9 | 0.16% | 0.71% | 1.35% | Q2 2013 | Q2 2015 | 9 |
TORONTO DOMINION BANK | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
Mariner, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 8 | 1 | 0.02% | 0.13% | 0.16% | Q4 2016 | Q4 2022 | 9 |
StrategIQ Financial Group, LLC | 9 | 9 | 0.18% | 0.27% | 0.39% | Q4 2016 | Q4 2018 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2020 | 9 |
BDO Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2023 | 9 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q3 2016 | Q2 2018 | 8 |
RONALD BLUE & CO LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q2 2017 | 8 |
IFG Advisory, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 8 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q2 2023 | 8 |
Brinker Capital Investments, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.12% | 0.13% | 0.17% | Q2 2013 | Q1 2015 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 2 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q4 2022 | 8 |
ALGERT GLOBAL LLC | 5 | 3 | 0.05% | 0.31% | 0.68% | Q1 2018 | Q1 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FIRST MERCANTILE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
BCGM Wealth Management, LLC | 8 | 8 | 0.29% | 0.44% | 0.53% | Q4 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 8 |
GLENMEDE TRUST CO NA | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Goelzer Investment Management, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GLOBEFLEX CAPITAL L P | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2021 | 7 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q2 2020 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q1 2022 | 7 |
EJF Capital LLC | 7 | 7 | 0.30% | 0.95% | 1.69% | Q1 2022 | Q3 2023 | 7 |
TFS CAPITAL LLC | 6 | 1 | 0.04% | 0.09% | 0.19% | Q4 2013 | Q4 2016 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
BROWN ADVISORY INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 7 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q3 2021 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Creative Planning | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 7 |
Advantage Alpha Capital Partners LP | 7 | 7 | 0.04% | 0.14% | 0.24% | Q4 2020 | Q2 2022 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 7 |
BOSTON ADVISORS LLC | 4 | 3 | 0.03% | 0.08% | 0.11% | Q2 2016 | Q3 2019 | 7 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 6 | 1 | 0.46% | 1.15% | 1.61% | Q1 2020 | Q2 2023 | 7 |
Petiole USA ltd | 7 | 7 | 0.32% | 2.38% | 3.54% | Q1 2022 | Q3 2023 | 7 |
Premier Fund Managers Ltd | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q4 2021 | 7 |
KBC Group NV | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 7 |
IMA Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Kessler Investment Group, LLC | 6 | 1 | 0.10% | 0.14% | 0.20% | Q3 2013 | Q1 2023 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q2 2020 | 7 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
River Oaks Capital LLC | 6 | 6 | 0.46% | 1.52% | 2.48% | Q2 2022 | Q3 2023 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.14% | 0.18% | 0.27% | Q4 2019 | Q1 2021 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.03% | 0.10% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Clarkston Capital Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Allworth Financial LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
SENTINEL PENSION ADVISORS INC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Aperio Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bowling Portfolio Management LLC | 5 | 1 | 0.06% | 0.16% | 0.25% | Q2 2018 | Q3 2020 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 6 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 6 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2017 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Zhang Financial LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
HBK INVESTMENTS L P | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.15% | 0.21% | 0.44% | Q2 2017 | Q3 2018 | 6 |
WESBANCO BANK INC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Monarch Partners Asset Management LLC | 4 | 1 | 0.50% | 0.82% | 1.26% | Q1 2021 | Q4 2022 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
DekaBank Deutsche Girozentrale | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Acrospire Investment Management LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Intrepid Financial Planning Group LLC | 4 | 1 | 0.11% | 0.15% | 0.22% | Q2 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
MENTA CAPITAL LLC | 4 | 1 | 0.05% | 0.14% | 0.27% | Q2 2015 | Q2 2017 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 5 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
HSBC HOLDINGS PLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 5 |
Palouse Capital Management, Inc. | 5 | 5 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2015 | 5 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Rockefeller Capital Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 5 |
TIAA, FSB | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 5 |
Concord Wealth Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
WINTON GROUP Ltd | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Soltis Investment Advisors LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q4 2021 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
STEWART WEST INDIES TRADING CO., LTD | 5 | 5 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q4 2014 | 5 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2020 | 4 |
Vestcor Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 4 |
Sonen Capital LLC | 4 | 4 | 0.36% | 0.60% | 0.81% | Q2 2022 | Q1 2023 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 4 | 0.19% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
FIRST FINANCIAL CORP /IN/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Piermont Capital Management Inc. | 2 | 2 | 0.44% | 0.47% | 0.48% | Q3 2014 | Q1 2016 | 4 |
Bell Investment Advisors, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.23% | 0.76% | Q4 2015 | Q3 2023 | 4 |
Cornerstone Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Nine Chapters Capital Management LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2014 | Q1 2015 | 4 |
BIEGEL & WALLER LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2016 | Q3 2018 | 4 |
FJ Capital Management LLC | 3 | 1 | 0.34% | 0.36% | 0.38% | Q3 2019 | Q3 2023 | 4 |
State of Tennessee, Treasury Department | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Rosenthal {-} Henry Capital Advisors, Inc. | 4 | 4 | 1.30% | 2.17% | 3.12% | Q4 2022 | Q3 2023 | 4 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Siena Capital Partners GP, LLC | 3 | 3 | 0.00% | 0.75% | 1.17% | Q2 2022 | Q4 2022 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.08% | 0.12% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Glassman Wealth Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q4 2022 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
First Horizon Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q2 2020 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Gateway Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Fourthstone LLC | 2 | 1 | 0.15% | 0.22% | 0.33% | Q3 2020 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Treybourne Wealth Planners, Inc. | 3 | 3 | 0.31% | 0.34% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
OneAscent Financial Services LLC | 2 | 1 | 0.82% | 1.42% | 1.92% | Q4 2022 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q1 2019 | 3 |
JACOBS ASSET MANAGEMENT, LLC | 3 | 3 | 0.62% | 0.68% | 0.73% | Q3 2014 | Q1 2015 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.05% | 0.10% | 0.19% | Q1 2017 | Q1 2019 | 3 |
Savant Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.06% | 0.36% | 0.56% | Q3 2013 | Q1 2014 | 3 |
BEACON FINANCIAL GROUP | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.34% | 0.37% | 0.41% | Q3 2017 | Q3 2018 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q2 2015 | 3 |
Krane Funds Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Inspire Advisors, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.13% | 0.13% | 0.14% | Q1 2017 | Q3 2017 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2019 | Q3 2020 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q1 2018 | 2 |
XTX Topco Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.41% | 0.43% | 0.44% | Q4 2021 | Q1 2022 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q1 2015 | Q2 2015 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2017 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Convergence Investment Partners, LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q1 2017 | Q2 2017 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
SECOR Capital Advisors, LP | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2015 | Q1 2016 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q3 2017 | 2 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Global Retirement Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Elequin Capital, LP | 2 | 2 | 0.03% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 2 |
Airain ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
BALDWIN BROTHERS LLC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
PICTET ASSET MANAGEMENT SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AlphaCrest Capital Management LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q1 2020 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2017 | Q3 2017 | 2 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2014 | Q3 2017 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q3 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Holocene Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Man Group plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Mosaic Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
ENDEAVOUR CAPITAL ADVISORS INC | 2 | 2 | 0.85% | 0.92% | 0.98% | Q3 2020 | Q4 2020 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
PATRIOT FINANCIAL PARTNERS GP, LP | 1 | 1 | 7.49% | 7.49% | 7.49% | Q3 2019 | Q3 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
MQS Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
RETIREMENT INCOME SOLUTIONS, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Versor Investments LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
AHL Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SYM FINANCIAL Corp | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2018 | Q2 2018 | 1 |
AMH Equity Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2022 | Q1 2022 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Invictus RG | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
FORA Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AJO, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
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This page lists all the filers that currently own FIRST MERCHANTS CORP or have owned FIRST MERCHANTS CORP in the past.