Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 101 |
BARCLAYS PLC | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 83 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 79 |
Mirae Asset Global Investments Co., Ltd. | 34 | 2 | 0.00% | 0.10% | 0.53% | Q4 2008 | Q3 2023 | 51 |
Walleye Trading LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 14 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 47 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.06% | Q3 2016 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
HSBC HOLDINGS PLC | 32 | 1 | 0.00% | 0.03% | 0.16% | Q1 2012 | Q3 2023 | 45 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.12% | 0.30% | 0.61% | Q1 2013 | Q4 2023 | 44 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.13% | Q4 2012 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.00% | 0.12% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.59% | 0.86% | 1.28% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Sustainable Growth Advisers, LP | 42 | 42 | 0.03% | 0.37% | 0.88% | Q2 2013 | Q3 2023 | 42 |
Gardner Russo & Gardner | 42 | 42 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 0.31% | 1.79% | 5.61% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.11% | 0.40% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.30% | 0.74% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 42 | 42 | 0.01% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
VONTOBEL ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 4.01% | 8.33% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FAYEZ SAROFIM & CO | 40 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
PANAGORA ASSET MANAGEMENT INC | 38 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Thomas J. Herzfeld Advisors, Inc. | 29 | 12 | 0.35% | 0.50% | 0.63% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 26 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 38 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 39 |
PEAK6 Group LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 39 |
First Horizon Advisors, Inc. | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 39 |
State of New Jersey Common Pension Fund D | 39 | 39 | 0.03% | 0.08% | 0.52% | Q1 2014 | Q3 2023 | 39 |
ACADIAN ASSET MANAGEMENT LLC | 33 | 5 | 0.00% | 0.06% | 0.39% | Q3 2013 | Q3 2023 | 38 |
Renaissance Technologies | 22 | 5 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2022 | 37 |
GFS Advisors, LLC | 30 | 1 | 0.04% | 1.27% | 6.32% | Q2 2013 | Q3 2023 | 37 |
BESSEMER GROUP INC | 20 | 5 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2022 | 36 |
COMGEST GLOBAL INVESTORS S.A.S. | 36 | 36 | 2.17% | 5.67% | 9.82% | Q4 2014 | Q3 2023 | 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 35 | 35 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 35 |
VANGUARD GROUP INC | 29 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
FIFTH THIRD BANCORP | 21 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
AGF INVESTMENTS INC. | 34 | 34 | 0.07% | 0.22% | 0.53% | Q2 2013 | Q3 2021 | 34 |
Laird Norton Wetherby Wealth Management, LLC | 13 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 34 |
NORGES BANK | 27 | 2 | 0.00% | 0.04% | 0.09% | Q2 2012 | Q4 2022 | 34 |
Allen Investment Management, LLC | 33 | 33 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2022 | 33 |
SEI INVESTMENTS CO | 32 | 1 | 0.00% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 33 |
BlackRock Inc. | 27 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
FIRST MANHATTAN CO. LLC. | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 32 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 32 |
Fiera Capital Corp | 31 | 31 | 0.00% | 0.08% | 0.35% | Q4 2013 | Q2 2021 | 31 |
BAMCO INC /NY/ | 31 | 31 | 0.00% | 0.17% | 0.38% | Q2 2013 | Q4 2020 | 31 |
FDx Advisors, Inc. | 29 | 2 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 31 |
AGF Investments America Inc. | 24 | 7 | 0.00% | 3.51% | 6.46% | Q1 2010 | Q3 2021 | 31 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 31 | 31 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q4 2020 | 31 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 10 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 30 |
Saturna Capital CORP | 30 | 30 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q3 2020 | 30 |
USS Investment Management Ltd | 13 | 4 | 0.30% | 0.66% | 1.17% | Q4 2012 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 21 | 4 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
Azimuth Capital Management LLC | 29 | 29 | 0.10% | 0.20% | 0.41% | Q2 2013 | Q2 2020 | 29 |
Allianz Asset Management GmbH | 28 | 28 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Northcape Capital Pty Ltd | 28 | 28 | 0.10% | 0.54% | 2.98% | Q4 2016 | Q3 2023 | 28 |
BP PLC | 28 | 28 | 0.06% | 0.30% | 0.70% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 27 |
THORNBURG INVESTMENT MANAGEMENT INC | 21 | 6 | 0.09% | 0.39% | 0.75% | Q2 2013 | Q2 2020 | 27 |
Portland Global Advisors LLC | 21 | 6 | 0.15% | 0.46% | 0.73% | Q2 2015 | Q3 2023 | 27 |
INVESTMENT HOUSE LLC | 27 | 27 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q4 2019 | 27 |
DELTEC ASSET MANAGEMENT LLC | 14 | 1 | 0.06% | 0.36% | 0.71% | Q2 2013 | Q3 2023 | 27 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
DEPRINCE RACE & ZOLLO INC | 12 | 4 | 0.02% | 0.11% | 0.24% | Q1 2016 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 14 | 13 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q2 2022 | 27 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 27 |
STIFEL FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
WESTWOOD HOLDINGS GROUP INC | 27 | 27 | 0.09% | 0.36% | 0.62% | Q2 2013 | Q4 2019 | 27 |
ETRADE Capital Management LLC | 27 | 27 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2019 | 27 |
AMP Capital Investors Ltd | 25 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2021 | 27 |
FIL Ltd | 27 | 27 | 0.04% | 0.39% | 1.12% | Q2 2013 | Q4 2019 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
PARADIGM ASSET MANAGEMENT CO LLC | 26 | 26 | 0.00% | 0.07% | 0.14% | Q3 2014 | Q4 2020 | 26 |
Onex Canada Asset Management Inc. | 26 | 26 | 0.18% | 0.58% | 1.45% | Q3 2016 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q3 2023 | 26 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q2 2023 | 26 |
Itau Unibanco Holding S.A. | 10 | 2 | 0.22% | 2.85% | 7.71% | Q2 2016 | Q3 2023 | 26 |
World Asset Management Inc | 26 | 26 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 26 |
ZEVIN ASSET MANAGEMENT LLC | 26 | 26 | 0.31% | 0.84% | 1.92% | Q2 2014 | Q3 2020 | 26 |
CAMBRIDGE TRUST CO | 24 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2020 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.45% | 1.26% | Q2 2013 | Q2 2019 | 25 |
Somerset Capital Management LLP | 21 | 1 | 3.82% | 27.97% | 44.34% | Q1 2014 | Q3 2020 | 25 |
Texas Yale Capital Corp. | 25 | 25 | 0.02% | 0.08% | 0.18% | Q4 2013 | Q4 2019 | 25 |
Yorktown Management & Research Co Inc | 25 | 25 | 0.04% | 0.07% | 0.16% | Q4 2013 | Q4 2019 | 25 |
Hexavest Inc. | 25 | 25 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q1 2020 | 25 |
REGIONS FINANCIAL CORP | 24 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
CIBC Private Wealth Group, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.65% | 1.29% | 2.91% | Q3 2017 | Q3 2023 | 25 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 25 |
LA FINANCIERE DE L'ECHIQUIER | 20 | 4 | 1.35% | 2.45% | 3.56% | Q2 2016 | Q3 2023 | 24 |
AXIOM INVESTORS LLC /DE | 22 | 2 | 0.10% | 1.36% | 2.39% | Q1 2015 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 24 | 24 | 0.02% | 0.06% | 0.12% | Q2 2016 | Q1 2022 | 24 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 24 | 24 | 0.10% | 0.42% | 0.95% | Q2 2013 | Q1 2019 | 24 |
Coronation Fund Managers Ltd. | 24 | 24 | 0.02% | 2.84% | 6.51% | Q4 2017 | Q3 2023 | 24 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 24 |
ING GROEP NV | 12 | 1 | 0.00% | 0.11% | 0.45% | Q1 2013 | Q4 2020 | 24 |
GLENMEDE TRUST CO NA | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2020 | 24 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 3 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q1 2019 | 23 |
HOWE & RUSLING INC | 23 | 23 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2018 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.36% | 0.86% | 1.74% | Q2 2013 | Q4 2018 | 23 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.01% | 0.10% | Q4 2014 | Q2 2023 | 23 |
Permit Capital, LLC | 23 | 23 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2019 | 23 |
Freedom Investment Management, Inc. | 22 | 1 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q4 2019 | 23 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 23 |
Sarasin & Partners LLP | 12 | 11 | 0.04% | 0.42% | 0.81% | Q4 2017 | Q3 2023 | 23 |
NATIXIS ADVISORS, L.P. | 18 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 22 | 0.00% | 0.02% | 0.10% | Q2 2015 | Q3 2020 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
VAN ECK ASSOCIATES CORP | 15 | 7 | 0.00% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.08% | 0.24% | 0.43% | Q2 2013 | Q3 2018 | 22 |
OppenheimerFunds, Inc. | 11 | 11 | 0.13% | 0.27% | 0.44% | Q2 2013 | Q1 2019 | 22 |
LAZARD ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
BARINGS LLC | 20 | 1 | 0.07% | 0.19% | 0.35% | Q1 2017 | Q3 2023 | 22 |
ClariVest Asset Management LLC | 21 | 1 | 0.00% | 0.14% | 0.21% | Q2 2015 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
INDUS CAPITAL PARTNERS, LLC | 9 | 1 | 0.54% | 1.34% | 3.30% | Q4 2013 | Q3 2022 | 21 |
Ashmore Group plc | 19 | 2 | 0.02% | 2.21% | 7.85% | Q1 2013 | Q3 2021 | 21 |
Daiwa Securities Group Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
NS Partners Ltd | 21 | 21 | 0.05% | 0.27% | 0.47% | Q2 2015 | Q2 2020 | 21 |
FLOSSBACH VON STORCH AG | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2021 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 1.01% | 1.27% | 1.83% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2022 | 21 |
PROVIDA PENSION FUND ADMINISTRATOR | 8 | 6 | 0.01% | 0.19% | 1.49% | Q2 2017 | Q4 2022 | 21 |
M&T BANK CORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 21 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 20 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 3 | 0.01% | 0.14% | 0.73% | Q2 2013 | Q3 2023 | 20 |
PRUDENTIAL PLC | 13 | 7 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q4 2019 | 20 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 2 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 20 |
KEYBANK NATIONAL ASSOCIATION/OH | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Avalon Investment & Advisory | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2020 | 20 |
AMERICAN CENTURY COMPANIES INC | 12 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Advisors, Inc. | 11 | 8 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 19 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.04% | 0.21% | Q2 2013 | Q4 2017 | 19 |
British Airways Pensions Investment Management Ltd | 19 | 19 | 0.10% | 0.17% | 0.23% | Q4 2014 | Q2 2019 | 19 |
TRUIST FINANCIAL CORP | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 19 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 18 | 18 | 0.60% | 0.84% | 1.17% | Q1 2015 | Q2 2019 | 18 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 18 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 18 |
Archford Capital Strategies, LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 18 |
Black Creek Investment Management Inc. | 18 | 18 | 0.14% | 3.00% | 4.05% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2017 | 18 |
SIT INVESTMENT ASSOCIATES INC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Orbis Allan Gray Ltd | 18 | 18 | 0.02% | 1.42% | 4.13% | Q1 2019 | Q2 2023 | 18 |
CIDEL ASSET MANAGEMENT INC | 9 | 3 | 0.01% | 0.19% | 0.93% | Q4 2014 | Q3 2023 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
YorkBridge Wealth Partners, LLC | 9 | 1 | 0.00% | 0.09% | 0.15% | Q4 2016 | Q4 2022 | 17 |
CREDIT AGRICOLE S A | 11 | 6 | 0.00% | 0.43% | 1.41% | Q2 2013 | Q3 2017 | 17 |
PLATINUM INVESTMENT MANAGEMENT LTD | 17 | 17 | 0.21% | 0.33% | 0.49% | Q2 2013 | Q2 2017 | 17 |
JANUS HENDERSON GROUP PLC | 9 | 8 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q4 2019 | 17 |
GW&K Investment Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q2 2017 | 17 |
Morningstar Investment Services LLC | 12 | 5 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 5.12% | 6.35% | 8.45% | Q2 2013 | Q2 2017 | 17 |
OPPENHEIMER & CO INC | 8 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 17 |
PITCAIRN CO | 14 | 3 | 0.02% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q1 2023 | 16 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 14 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Twin Tree Management, LP | 6 | 2 | 0.00% | 0.03% | 0.13% | Q4 2012 | Q1 2017 | 16 |
GAM Holding AG | 11 | 3 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2016 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.06% | 0.39% | Q4 2012 | Q1 2021 | 16 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.31% | 1.47% | Q2 2013 | Q1 2023 | 16 |
Fiera Capital (Europe) Ltd. | 16 | 16 | 0.03% | 5.06% | 9.13% | Q2 2013 | Q1 2017 | 16 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.39% | 0.92% | 1.90% | Q2 2013 | Q1 2017 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2020 | 16 |
Mariner, LLC | 14 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
KBC Group NV | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2019 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 16 |
EULAV Asset Management | 15 | 15 | 0.02% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Kovitz Investment Group Partners, LLC | 13 | 2 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.07% | 0.19% | Q2 2013 | Q4 2016 | 15 |
LPL Financial LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 15 |
BROWN ADVISORY INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 15 |
CLEARBRIDGE, LLC | 15 | 15 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2016 | 15 |
PRUDENTIAL FINANCIAL INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 0.39% | 0.61% | 0.70% | Q4 2016 | Q2 2020 | 15 |
Assenagon Asset Management S.A. | 15 | 15 | 0.01% | 0.06% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Newfoundland Capital Management | 6 | 1 | 0.00% | 0.97% | 3.63% | Q4 2016 | Q4 2021 | 15 |
Advisors Asset Management, Inc. | 10 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 15 |
SYNOVUS FINANCIAL CORP | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 15 |
Perpetual Ltd | 11 | 1 | 0.11% | 0.29% | 0.58% | Q1 2014 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MARSHALL WACE, LLP | 7 | 2 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2016 | 15 |
First Eagle Investment Management, LLC | 15 | 15 | 0.37% | 1.70% | 3.11% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 2 | 0.37% | 0.76% | 1.61% | Q2 2013 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 7 | 7 | 0.01% | 0.11% | 0.67% | Q3 2013 | Q1 2017 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DUMAC, INC. | 9 | 5 | 0.19% | 1.20% | 3.47% | Q4 2016 | Q4 2021 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Cumberland Partners Ltd | 10 | 4 | 0.06% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
BREWIN DOLPHIN LTD | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 14 |
BlackRock Institutional Trust Company, N.A. | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 14 | 14 | 0.57% | 0.68% | 0.93% | Q2 2013 | Q3 2016 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 14 |
Cutler Group LLC / CA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.01% | 0.11% | 0.45% | Q2 2014 | Q3 2022 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q2 2020 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 14 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2023 | 14 |
Spot Trading L.L.C | 6 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2016 | 14 |
Brown Capital Management | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2019 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
Geneva Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q2 2017 | 14 |
Five Oceans Asset Management LTD | 8 | 5 | 1.12% | 1.69% | 2.46% | Q4 2010 | Q2 2014 | 13 |
Ninety One SA (PTY) Ltd | 13 | 13 | 3.52% | 17.91% | 27.17% | Q2 2015 | Q2 2018 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.53% | 0.78% | 1.04% | Q3 2018 | Q3 2021 | 13 |
Cook & Bynum Capital Management, LLC | 13 | 13 | 10.46% | 16.76% | 22.24% | Q3 2020 | Q3 2023 | 13 |
Asset Management One Co., Ltd. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2016 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.02% | 0.06% | 0.17% | Q1 2018 | Q1 2021 | 13 |
Carroll Financial Associates, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
Anchor Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
PECAUT & CO. | 13 | 13 | 0.22% | 0.33% | 0.48% | Q4 2013 | Q4 2016 | 13 |
Sageworth Trust Co | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 13 |
PEAR TREE ADVISORS INC | 13 | 13 | 0.03% | 0.47% | 3.66% | Q2 2013 | Q2 2016 | 13 |
BARING ASSET MANAGEMENT Ltd | 13 | 13 | 0.25% | 0.94% | 1.29% | Q3 2014 | Q3 2017 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2021 | 13 |
JFS WEALTH ADVISORS, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SeaBridge Investment Advisors LLC | 13 | 13 | 0.00% | 0.52% | 0.97% | Q2 2013 | Q2 2016 | 13 |
NN Investment Partners Holdings N.V. | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2016 | Q1 2019 | 13 |
One Wealth Advisors, LLC | 11 | 1 | 0.06% | 0.11% | 0.15% | Q1 2019 | Q2 2023 | 12 |
FORBES J M & CO LLP | 12 | 12 | 1.28% | 1.38% | 1.69% | Q2 2013 | Q1 2016 | 12 |
Ninety One UK Ltd | 6 | 2 | 0.00% | 0.13% | 0.34% | Q1 2014 | Q3 2017 | 12 |
MML INVESTORS SERVICES, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Itau USA Asset Management Inc. | 12 | 12 | 1.55% | 4.50% | 6.52% | Q2 2013 | Q1 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.02% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
TCW GROUP INC | 7 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 12 |
AXA S.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 12 | 0.03% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
DSM CAPITAL PARTNERS LLC | 12 | 12 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q1 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Pacer Advisors, Inc. | 8 | 1 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q3 2023 | 12 |
INTRUST BANK NA | 9 | 1 | 0.07% | 0.10% | 0.21% | Q2 2013 | Q2 2017 | 12 |
HARTWELL J M LIMITED PARTNERSHIP | 8 | 4 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q3 2019 | 12 |
Lombard Odier Asset Management (Switzerland) SA | 10 | 2 | 0.23% | 1.86% | 4.15% | Q2 2014 | Q2 2017 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.01% | 0.10% | 0.27% | Q2 2020 | Q3 2023 | 12 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 2 | 0.00% | 0.40% | 0.80% | Q2 2013 | Q4 2021 | 12 |
Marks Group Wealth Management, Inc | 12 | 12 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q3 2023 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 9 | 3 | 0.01% | 0.25% | 0.45% | Q3 2015 | Q2 2019 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.05% | 0.47% | 2.62% | Q4 2014 | Q3 2017 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Alberta Investment Management Corp | 11 | 11 | 0.12% | 0.16% | 0.19% | Q3 2013 | Q1 2016 | 11 |
A.R.T. Advisors, LLC | 5 | 1 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q4 2019 | 11 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 11 | 11 | 0.21% | 0.29% | 0.43% | Q4 2020 | Q2 2023 | 11 |
MUFG Americas Holdings Corp | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2019 | 11 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 11 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.05% | 0.11% | Q2 2015 | Q2 2020 | 11 |
Veracity Capital LLC | 11 | 11 | 0.08% | 0.22% | 0.50% | Q1 2021 | Q3 2023 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.09% | 0.16% | 0.23% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2023 | 11 |
Emerging Global Advisors, LLC | 10 | 1 | 0.29% | 0.47% | 1.02% | Q2 2013 | Q2 2016 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.11% | 0.47% | Q2 2014 | Q4 2022 | 11 |
CIBC Asset Management Inc | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.05% | 0.20% | Q2 2014 | Q4 2019 | 11 |
Qube Research & Technologies Ltd | 6 | 2 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 11 |
PUTNAM INVESTMENTS LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 11 |
Cresset Asset Management, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 11 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 11 |
Mercer Investments LLC | 11 | 11 | 23.20% | 29.82% | 48.61% | Q1 2021 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q2 2023 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 1 | 0.02% | 0.13% | 0.21% | Q2 2013 | Q4 2016 | 11 |
RHUMBLINE ADVISERS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 11 |
VOYA INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Janney Capital Management LLC | 11 | 11 | 0.66% | 0.80% | 0.96% | Q1 2021 | Q3 2023 | 11 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.19% | 0.73% | Q2 2013 | Q2 2022 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Berman Capital Advisors, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMG National Trust Bank | 8 | 2 | 0.10% | 0.12% | 0.15% | Q1 2014 | Q1 2017 | 10 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Amundi | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Capital International Investors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
Clearline Capital LP | 10 | 10 | 0.08% | 0.28% | 1.00% | Q3 2020 | Q4 2022 | 10 |
Tortoise Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2015 | 10 |
SCOUT INVESTMENTS, INC. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 10 |
Capital World Investors | 10 | 10 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
COERENTE CAPITAL MANAGEMENT | 10 | 10 | 1.59% | 2.13% | 2.55% | Q1 2021 | Q2 2023 | 10 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.08% | 0.18% | Q3 2013 | Q3 2021 | 10 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Handelsinvest Investeringsforvaltning | 10 | 10 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q1 2018 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 10 |
Evercore Wealth Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Ethic Inc. | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 10 |
Handelsbanken Fonder AB | 10 | 10 | 0.08% | 0.21% | 0.44% | Q4 2015 | Q1 2018 | 10 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 10 |
HighTower Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Jump Financial, LLC | 8 | 1 | 0.02% | 0.13% | 0.31% | Q4 2020 | Q2 2023 | 9 |
MARVIN & PALMER ASSOCIATES INC | 6 | 3 | 0.20% | 1.11% | 4.27% | Q2 2013 | Q1 2016 | 9 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
GLG Partners LP | 9 | 9 | 0.10% | 0.20% | 0.46% | Q4 2015 | Q4 2017 | 9 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q4 2022 | 9 |
Harbour Capital Advisors, LLC | 6 | 3 | 0.10% | 0.12% | 0.16% | Q1 2018 | Q4 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
BECK MACK & OLIVER LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Banco Santander, S.A. | 9 | 9 | 0.08% | 0.16% | 0.36% | Q1 2018 | Q1 2020 | 9 |
WESTPAC BANKING CORP | 7 | 2 | 0.05% | 0.13% | 0.20% | Q4 2013 | Q1 2016 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.71% | 0.87% | 1.10% | Q4 2020 | Q4 2022 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
EATON VANCE MANAGEMENT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
RFG Advisory, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.06% | 0.13% | 0.24% | Q4 2014 | Q3 2016 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2015 | 8 |
TOMS Capital Investment Management LP | 5 | 5 | 1.43% | 8.76% | 16.48% | Q3 2022 | Q3 2023 | 8 |
Atria Investments, Inc | 5 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2016 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 8 |
ADVISOR PARTNERS LLC | 7 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2022 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Virtus ETF Advisers LLC | 5 | 3 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q4 2019 | 8 |
Employees Retirement System of Texas | 5 | 3 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 8 |
IPG Investment Advisors LLC | 8 | 8 | 0.08% | 0.39% | 1.53% | Q4 2013 | Q3 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.35% | 0.46% | 0.55% | Q4 2021 | Q3 2023 | 8 |
BOKF, NA | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 8 |
Sands Capital Management | 8 | 8 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q4 2018 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.35% | 0.44% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Fisher Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
American Portfolios Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
GQG Partners LLC | 6 | 1 | 0.04% | 1.24% | 4.53% | Q4 2016 | Q3 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Glovista Investments LLC | 1 | 1 | 0.34% | 0.86% | 2.34% | Q3 2015 | Q4 2021 | 8 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 8 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.25% | Q1 2017 | Q3 2021 | 8 |
Long Pond Capital | 5 | 3 | 1.14% | 2.42% | 3.93% | Q1 2021 | Q1 2023 | 8 |
Castleview Partners, LLC | 6 | 1 | 0.01% | 0.07% | 0.37% | Q2 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 8 |
AMERICAN INTERNATIONAL GROUP, INC. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CONNING INC. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2022 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 7 |
Valeo Financial Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 7 |
Select Equity Group, L.P. | 5 | 2 | 0.11% | 0.15% | 0.24% | Q4 2018 | Q1 2021 | 7 |
CGOV Asset Management | 7 | 7 | 2.66% | 3.13% | 3.56% | Q3 2016 | Q1 2018 | 7 |
Candriam S.C.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 7 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 7 |
Winfield Associates, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 7 |
HighTower Trust Company, N.A. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2017 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.17% | 0.23% | Q1 2016 | Q3 2022 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q2 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 7 | 0.17% | 0.18% | 0.22% | Q3 2013 | Q1 2015 | 7 |
Corvex Management LP | 7 | 7 | 1.74% | 6.10% | 10.20% | Q1 2022 | Q3 2023 | 7 |
SPECTRUM ADVISORY SERVICES INC | 7 | 7 | 0.15% | 0.27% | 0.33% | Q3 2013 | Q1 2015 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q3 2017 | 7 |
COMMONFUND ASSET MANAGEMENT CO INC | 7 | 7 | 2.28% | 28.24% | 65.69% | Q2 2013 | Q4 2014 | 7 |
Henry James International Management Inc. | 4 | 3 | 0.12% | 0.19% | 0.38% | Q4 2018 | Q3 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.09% | 0.37% | 0.64% | Q1 2022 | Q3 2023 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 7 | 7 | 0.09% | 0.13% | 0.19% | Q4 2017 | Q2 2019 | 7 |
Ashfield Capital Partners, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Lombard Odier & Cie (Canada), Limited Partnership | 7 | 7 | 0.36% | 0.76% | 0.99% | Q4 2013 | Q2 2015 | 7 |
River Road Asset Management, LLC | 5 | 2 | 0.00% | 0.67% | 1.35% | Q4 2020 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2019 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q3 2015 | 7 |
Santa Fe Partners LLC | 4 | 1 | 0.06% | 0.13% | 0.24% | Q2 2013 | Q4 2015 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 2.44% | 2.79% | 3.30% | Q2 2013 | Q4 2014 | 7 |
Caprock Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 7 |
Avestar Capital, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q3 2018 | Q2 2022 | 7 |
WCM INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.08% | 0.24% | Q1 2016 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2020 | 7 |
MOON CAPITAL MANAGEMENT LP | 4 | 2 | 0.16% | 0.90% | 1.39% | Q2 2013 | Q2 2016 | 6 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 6 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q4 2019 | 6 |
Nine Chapters Capital Management LLC | 5 | 1 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2015 | 6 |
Solel Partners LP | 6 | 6 | 6.48% | 14.23% | 18.13% | Q2 2020 | Q3 2021 | 6 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 6 |
RATIONAL ADVISORS LLC | 6 | 6 | 0.10% | 0.43% | 0.59% | Q3 2011 | Q4 2012 | 6 |
Victoria 1522 Investments, LP | 6 | 6 | 13.06% | 19.25% | 27.50% | Q2 2013 | Q3 2014 | 6 |
Salient Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 6 |
First Personal Financial Services | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2019 | 6 |
Nicholas Investment Partners, LP | 5 | 1 | 0.11% | 0.17% | 0.23% | Q2 2013 | Q1 2016 | 6 |
Concord Wealth Partners | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2014 | 6 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q4 2019 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Solstein Capital, LLC | 6 | 6 | 0.10% | 1.69% | 2.55% | Q2 2022 | Q3 2023 | 6 |
INCA Investments LLC | 6 | 6 | 15.86% | 17.37% | 20.06% | Q2 2022 | Q3 2023 | 6 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Man Group plc | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q4 2022 | 6 |
BRANDES INVESTMENT PARTNERS, LP | 6 | 6 | 1.02% | 2.86% | 3.84% | Q3 2020 | Q4 2021 | 6 |
Artisan Partners Limited Partnership | 6 | 6 | 0.15% | 0.22% | 0.27% | Q2 2016 | Q3 2017 | 6 |
Whitnell & Co. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.01% | 0.16% | 0.49% | Q2 2013 | Q3 2014 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.14% | 0.22% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Aquatic Capital Management LLC | 6 | 6 | 0.01% | 0.05% | 0.13% | Q2 2022 | Q3 2023 | 6 |
NOMURA HOLDINGS INC | 3 | 2 | 0.00% | 0.13% | 0.63% | Q2 2013 | Q1 2023 | 6 |
Phraction Management LLC | 5 | 5 | 0.19% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Diversified Trust Co | 5 | 5 | 0.09% | 0.13% | 0.19% | Q4 2016 | Q4 2017 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.55% | 0.77% | 1.00% | Q2 2013 | Q2 2014 | 5 |
DENDUR CAPITAL LP | 5 | 5 | 3.70% | 8.57% | 10.89% | Q3 2022 | Q3 2023 | 5 |
Apex Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.09% | 0.19% | Q2 2013 | Q2 2016 | 5 |
F3Logic, LLC | 5 | 5 | 0.03% | 0.12% | 0.17% | Q4 2020 | Q4 2021 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 5 |
JONES FINANCIAL COMPANIES LLLP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.08% | 0.46% | 1.13% | Q3 2019 | Q3 2022 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2021 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
ALTRINSIC GLOBAL ADVISORS LLC | 5 | 5 | 1.55% | 3.68% | 4.62% | Q3 2022 | Q3 2023 | 5 |
ANTIPODES PARTNERS Ltd | 5 | 5 | 0.01% | 2.83% | 4.27% | Q3 2022 | Q3 2023 | 5 |
Perkins Coie Trust Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Dorsey Wright & Associates | 4 | 1 | 0.02% | 0.71% | 0.95% | Q2 2013 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 5 |
DekaBank Deutsche Girozentrale | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 5 |
EMINENCE CAPITAL, LP | 3 | 2 | 0.18% | 0.82% | 1.36% | Q3 2020 | Q3 2023 | 5 |
Ruffer LLP | 5 | 5 | 0.07% | 0.13% | 0.18% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Blueshift Asset Management, LLC | 4 | 1 | 0.02% | 0.12% | 0.24% | Q1 2019 | Q1 2021 | 5 |
UBS OCONNOR LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2015 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 4 | 4 | 0.09% | 1.16% | 1.55% | Q4 2022 | Q3 2023 | 5 |
WFG Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2017 | 5 |
Ninety One North America, Inc. | 5 | 5 | 0.98% | 1.89% | 2.22% | Q3 2015 | Q3 2016 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q4 2023 | 5 |
Bayesian Capital Management, LP | 5 | 5 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.27% | 0.57% | Q2 2020 | Q4 2022 | 5 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2017 | Q3 2018 | 5 |
Capital Research Global Investors | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
TURNER INVESTMENTS LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2015 | 5 |
Oldfield Partners LLP | 5 | 5 | 0.18% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Advisors Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Sachem Head Capital | 4 | 4 | 3.16% | 4.26% | 5.08% | Q4 2022 | Q3 2023 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2022 | 4 |
Lighthouse Investment Partners, LLC | 4 | 4 | 0.08% | 0.27% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Lomas Capital Management, LLC | 3 | 1 | 1.79% | 5.21% | 7.78% | Q3 2019 | Q4 2020 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q1 2014 | 4 |
SPX Gestao de Recursos Ltda | 2 | 2 | 1.97% | 4.91% | 7.45% | Q1 2015 | Q2 2016 | 4 |
Pendal Group Ltd | 3 | 1 | 0.06% | 0.10% | 0.13% | Q2 2017 | Q2 2022 | 4 |
Carmignac Gestion | 3 | 1 | 0.18% | 0.43% | 0.98% | Q1 2013 | Q1 2017 | 4 |
Columbia Asset Management | 3 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2019 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2019 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.11% | 0.18% | 0.26% | Q3 2021 | Q2 2023 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q2 2016 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.03% | 0.07% | 0.15% | Q3 2018 | Q2 2019 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2015 | Q3 2018 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
RWC ASSET ADVISORS (US) LLC | 4 | 4 | 4.50% | 6.04% | 9.18% | Q1 2018 | Q4 2018 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 4 | 4 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q2 2021 | 4 |
MARATHON ASSET MANAGEMENT LLP | 4 | 4 | 0.45% | 0.74% | 0.85% | Q3 2020 | Q2 2021 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 4 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 4 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 4 | 4 | 0.10% | 0.43% | 0.66% | Q3 2013 | Q2 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.26% | 0.31% | 0.37% | Q2 2013 | Q1 2014 | 4 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Valiant Capital Management, L.P. | 4 | 4 | 2.55% | 4.16% | 6.61% | Q1 2013 | Q4 2013 | 4 |
Kestra Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.26% | 0.54% | Q3 2015 | Q3 2023 | 4 |
Lester Murray Antman dba SimplyRich | 2 | 2 | 0.08% | 0.22% | 0.35% | Q4 2017 | Q3 2023 | 4 |
Islet Management, LP | 3 | 3 | 0.82% | 2.49% | 6.59% | Q3 2022 | Q1 2023 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.09% | 0.14% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Artha Asset Management LLC | 4 | 4 | 4.04% | 6.43% | 8.65% | Q4 2021 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
MAVERICK CAPITAL LTD | 4 | 4 | 1.13% | 1.43% | 1.77% | Q2 2013 | Q1 2014 | 4 |
BALTIMORE CAPITAL MANAGEMENT, INC | 2 | 1 | 0.45% | 1.04% | 1.56% | Q1 2017 | Q1 2019 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q4 2017 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.11% | 0.40% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
EAGLE GLOBAL ADVISORS LLC | 4 | 4 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q1 2014 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 4 |
MARATHON CAPITAL MANAGEMENT | 4 | 4 | 0.08% | 0.13% | 0.17% | Q4 2019 | Q3 2020 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
NorthCoast Asset Management LLC | 2 | 1 | 0.05% | 0.15% | 0.23% | Q2 2013 | Q1 2016 | 4 |
Sequoia Financial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
LTS One Management LP | 4 | 4 | 3.51% | 5.18% | 6.96% | Q4 2022 | Q3 2023 | 4 |
CONTINENTAL GRAIN CO | 3 | 1 | 1.83% | 2.57% | 3.64% | Q4 2020 | Q4 2021 | 4 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COMMERCE BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Banco BTG Pactual S.A. | 2 | 1 | 0.18% | 3.47% | 5.89% | Q1 2017 | Q1 2019 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CHESAPEAKE ASSET MANAGEMENT LLC | 3 | 3 | 1.66% | 1.85% | 2.03% | Q2 2013 | Q4 2013 | 3 |
Cranbrook Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Boston Partners | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q3 2017 | 3 |
Sloane Robinson LLP | 3 | 3 | 0.28% | 2.50% | 4.45% | Q2 2019 | Q4 2019 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q4 2016 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 3 |
RENAISSANCE GROUP LLC | 3 | 3 | 0.28% | 0.31% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Randolph Co Inc | 3 | 3 | 2.53% | 2.63% | 2.69% | Q1 2014 | Q3 2014 | 3 |
GREENLEAF TRUST | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TODD ASSET MANAGEMENT LLC | 3 | 3 | 0.23% | 0.25% | 0.27% | Q2 2013 | Q4 2013 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WHV Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 3 |
Ellis Investment Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Gruss & Co., LLC | 3 | 3 | 0.41% | 0.52% | 0.60% | Q1 2019 | Q3 2019 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 0.04% | 0.13% | 0.28% | Q3 2017 | Q1 2018 | 3 |
EVERETT HARRIS & CO /CA/ | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 2.58% | 2.80% | 3.08% | Q1 2023 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HAP Trading, LLC | 2 | 1 | 0.01% | 0.10% | 0.22% | Q3 2022 | Q3 2023 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q4 2018 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 3 |
Contrarius Investment Management Ltd | 3 | 3 | 0.04% | 0.38% | 0.96% | Q2 2020 | Q4 2020 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q2 2022 | 3 |
Privium Fund Management B.V. | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Forester Capital Management, LTD | 3 | 3 | 0.22% | 0.26% | 0.30% | Q2 2013 | Q4 2013 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 3 |
FNY Partners Fund LP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2021 | 3 |
EVEREST CAPITAL LLC | 3 | 3 | 0.16% | 0.25% | 0.37% | Q2 2014 | Q4 2014 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 3 |
RWC Asset Management LLP | 3 | 3 | 0.30% | 0.40% | 0.54% | Q2 2018 | Q4 2018 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.13% | 0.39% | 0.55% | Q3 2013 | Q4 2015 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Prince Street Capital Management LLC | 3 | 3 | 3.14% | 5.40% | 7.95% | Q1 2019 | Q3 2019 | 3 |
NKCFO LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
PRIVATE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 3 |
FIRST TRUST ADVISORS LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.18% | 0.31% | Q2 2019 | Q1 2022 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.07% | 0.10% | 0.14% | Q1 2020 | Q3 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.50% | 0.61% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q4 2013 | 3 |
FLOW TRADERS U.S. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q2 2021 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.15% | 0.16% | 0.17% | Q4 2017 | Q1 2019 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DEERE & CO | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2013 | Q4 2013 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Baillie Gifford | 2 | 2 | 0.11% | 0.18% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q3 2019 | Q2 2020 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2022 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2014 | Q4 2014 | 2 |
One01 Capital, LP | 2 | 2 | 7.76% | 7.82% | 7.88% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Paradice Investment Management LLC | 2 | 2 | 0.54% | 0.57% | 0.61% | Q2 2023 | Q3 2023 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Manning & Napier Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BlackRock Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.07% | 0.07% | 0.08% | Q4 2012 | Q3 2013 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 2 |
Zions Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
CIBC BANK USA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
LMR Partners LLP | 2 | 2 | 0.18% | 0.19% | 0.21% | Q3 2022 | Q4 2022 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.13% | 0.30% | 0.48% | Q2 2013 | Q4 2019 | 2 |
Shilanski & Associates, Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.12% | 0.29% | 0.47% | Q2 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.15% | 0.19% | 0.23% | Q4 2016 | Q1 2017 | 2 |
CHANNING GLOBAL ADVISORS, LLC | 2 | 2 | 0.39% | 0.52% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.35% | 0.70% | Q2 2013 | Q3 2013 | 2 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Willingdon Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Legg Mason International Equities | 2 | 2 | 12.03% | 16.16% | 20.28% | Q2 2013 | Q3 2013 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Wealth Alliance | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.02% | 0.22% | 0.41% | Q2 2013 | Q1 2014 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 2.57% | 3.95% | 5.32% | Q2 2023 | Q3 2023 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q2 2015 | 2 |
CenterBook Partners LP | 2 | 2 | 0.25% | 0.32% | 0.39% | Q2 2023 | Q3 2023 | 2 |
NATIXIS | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
EMERGING SOVEREIGN GROUP LLC | 2 | 2 | 2.20% | 2.76% | 3.32% | Q3 2013 | Q4 2013 | 2 |
Covea Finance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 2 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Polar Capital LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
OAKTREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.12% | 0.21% | 0.30% | Q3 2016 | Q4 2016 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Sompo Asset Management Co., Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Templeton & Phillips Capital Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HERMES INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2015 | Q3 2015 | 1 |
Must Asset Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2020 | Q4 2020 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2013 | Q2 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Walleye Capital LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2013 | Q3 2013 | 1 |
Tidal Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
MAI Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
GRATRY & Co LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
DG CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2013 | Q2 2013 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2016 | Q1 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
ALLIANCEBERNSTEIN L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2013 | Q3 2013 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Riverview Trust Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Cypress Capital Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Value Partners Investments Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
RS INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 8.58% | 8.58% | 8.58% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Gemsstock Ltd. | 1 | 1 | 3.38% | 3.38% | 3.38% | Q4 2020 | Q4 2020 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Jump Trading, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MQS Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
QUANTUM CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
External links
This page lists all the filers that currently own FOMENTO ECONOMICO MEXICANO S or have owned FOMENTO ECONOMICO MEXICANO S in the past.