Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 26 |
Citadel Advisors | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 26 |
WOLVERINE TRADING, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 21 |
Walleye Trading LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 19 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 18 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 17 |
JANE STREET GROUP, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 15 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 13 |
BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 12 |
Lombard Odier Asset Management (USA) Corp | 9 | 9 | 0.05% | 0.08% | 0.22% | Q3 2021 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 12 |
GOLDMAN SACHS GROUP INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 11 |
CREDIT SUISSE AG/ | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
UBS Group AG | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 10 |
Bank of New York Mellon Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
AlphaMark Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Crossmark Global Holdings, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 9 | 9 | 0.00% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
VANGUARD GROUP INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MORGAN STANLEY | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Neuberger Berman Group LLC | 9 | 9 | 0.00% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 9 |
GATEWAY INVESTMENT ADVISERS LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
GUGGENHEIM CAPITAL LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Cambridge Investment Research Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Gilman Hill Asset Management, LLC | 9 | 9 | 0.30% | 0.45% | 0.65% | Q3 2021 | Q3 2023 | 9 |
Swiss National Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Asio Capital, LLC | 9 | 9 | 0.55% | 0.80% | 1.14% | Q3 2021 | Q3 2023 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Utah Retirement Systems | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SIGNATUREFD, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 9 | 9 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q3 2023 | 9 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
PNC FINANCIAL SERVICES GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
OMERS ADMINISTRATION Corp | 9 | 9 | 0.05% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Morse Asset Management, Inc | 9 | 9 | 0.61% | 0.87% | 1.10% | Q3 2021 | Q3 2023 | 9 |
State of Tennessee, Treasury Department | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 9 | 0.04% | 0.06% | 0.10% | Q3 2021 | Q3 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FIL Ltd | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Motley Fool Asset Management LLC | 9 | 9 | 0.31% | 0.53% | 0.67% | Q3 2021 | Q3 2023 | 9 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Asset Management One Co., Ltd. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FEDERATED HERMES, INC. | 9 | 9 | 0.06% | 0.18% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Cannell & Co. | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH EQUITY SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PRIMECAP MANAGEMENT CO/CA/ | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Motley Fool Wealth Management, LLC | 9 | 9 | 0.27% | 0.38% | 0.47% | Q3 2021 | Q3 2023 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ProShare Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
IFP Advisors, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.03% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
KIRR MARBACH & CO LLC /IN/ | 9 | 9 | 1.16% | 1.69% | 2.37% | Q3 2021 | Q3 2023 | 9 |
EMERALD ADVISERS, LLC | 9 | 9 | 0.04% | 0.10% | 0.15% | Q3 2021 | Q3 2023 | 9 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 9 | 9 | 0.22% | 0.31% | 0.43% | Q3 2021 | Q3 2023 | 9 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FISHMAN JAY A LTD/MI | 9 | 9 | 1.36% | 1.90% | 2.49% | Q3 2021 | Q3 2023 | 9 |
SHELL ASSET MANAGEMENT CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tower Research Capital LLC (TRC) | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Addison Advisors LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Penn Capital Management Company, LLC | 9 | 9 | 0.14% | 0.86% | 1.65% | Q3 2021 | Q3 2023 | 9 |
NISA INVESTMENT ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
DIMENSIONAL FUND ADVISORS LP | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Nuveen Asset Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TrinityPoint Wealth, LLC | 9 | 9 | 0.06% | 0.12% | 0.24% | Q3 2021 | Q3 2023 | 9 |
STATE STREET CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Retirement Systems of Alabama | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
First Horizon Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 9 | 9 | 0.04% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 9 |
AMALGAMATED BANK | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Amundi | 9 | 9 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Belpointe Asset Management LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
GEODE CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Wellington Shields Capital Management, LLC | 9 | 9 | 0.09% | 0.24% | 0.38% | Q3 2021 | Q3 2023 | 9 |
XPONANCE, INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Ameritas Investment Partners, Inc. | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
ClearBridge Investments | 9 | 9 | 0.07% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
UBS ASSET MANAGEMENT AMERICAS INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Orbis Allan Gray Ltd | 9 | 9 | 3.84% | 5.48% | 7.08% | Q3 2021 | Q3 2023 | 9 |
State of New Jersey Common Pension Fund D | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
MetLife Investment Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
PATTEN & PATTEN INC/TN | 9 | 9 | 0.03% | 0.05% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Arizona State Retirement System | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ROCKY MOUNTAIN ADVISERS, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO OF NEVADA INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FMR LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Antonetti Capital Management LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TEXAS PERMANENT SCHOOL FUND CORP | 9 | 9 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Penserra Capital Management LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
TOTH FINANCIAL ADVISORY CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Louisiana State Employees Retirement System | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ALLIANCEBERNSTEIN L.P. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NVWM, LLC | 9 | 9 | 0.00% | 0.07% | 0.25% | Q3 2021 | Q3 2023 | 9 |
CITIGROUP INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PRICE T ROWE ASSOCIATES INC /MD/ | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FIFTH THIRD BANCORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FORMULA GROWTH LTD | 9 | 9 | 0.45% | 0.66% | 0.90% | Q3 2021 | Q3 2023 | 9 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Lagoda Investment Management, L.P. | 9 | 9 | 3.86% | 5.19% | 6.21% | Q3 2021 | Q3 2023 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.26% | 0.61% | 1.30% | Q3 2021 | Q3 2023 | 9 |
GABLES CAPITAL MANAGEMENT INC. | 9 | 9 | 0.11% | 0.16% | 0.23% | Q3 2021 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
JPMORGAN CHASE & CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Treasurer of the State of North Carolina | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Oliver Luxxe Assets LLC | 9 | 9 | 0.31% | 0.39% | 0.46% | Q3 2021 | Q3 2023 | 9 |
AXA S.A. | 9 | 9 | 0.08% | 0.14% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Baldwin Investment Management, LLC | 9 | 9 | 0.08% | 0.15% | 0.26% | Q3 2021 | Q3 2023 | 9 |
SEI INVESTMENTS CO | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MIDDLETON & CO INC/MA | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Lansing Management LP | 9 | 9 | 3.08% | 4.16% | 6.68% | Q3 2021 | Q3 2023 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MACQUARIE GROUP LTD | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 9 | 9 | 0.10% | 0.19% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Williams Jones Wealth Management, LLC. | 9 | 9 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Invesco Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Plante Moran Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
WELLS FARGO & COMPANY/MN | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DEUTSCHE BANK AG\ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Advisors Capital Management, LLC | 9 | 9 | 0.57% | 0.77% | 0.93% | Q3 2021 | Q3 2023 | 9 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 9 | 9 | 1.17% | 2.10% | 3.85% | Q3 2021 | Q3 2023 | 9 |
AMERICAN CENTURY COMPANIES INC | 9 | 9 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Douglas Lane & Associates, LLC | 9 | 9 | 0.38% | 0.54% | 0.78% | Q3 2021 | Q3 2023 | 9 |
QUADRANT CAPITAL GROUP LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BLAIR WILLIAM & CO/IL | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
US BANCORP \DE\ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Keeley-Teton Advisors, LLC | 9 | 9 | 0.10% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
FAIRFIELD, BUSH & CO. | 9 | 9 | 0.13% | 0.26% | 0.54% | Q3 2021 | Q3 2023 | 9 |
RICE HALL JAMES & ASSOCIATES, LLC | 9 | 9 | 0.25% | 0.44% | 0.88% | Q3 2021 | Q3 2023 | 9 |
Baker Ellis Asset Management LLC | 9 | 9 | 0.16% | 0.23% | 0.42% | Q3 2021 | Q3 2023 | 9 |
BlackRock Inc. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Ensign Peak Advisors, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Legal & General Group Plc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Eventide Asset Management | 9 | 9 | 0.15% | 0.22% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Cetera Advisor Networks LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
STIFEL FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Pflug Koory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HSBC HOLDINGS PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Independent Advisor Alliance | 9 | 9 | 0.01% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 9 |
AMERIPRISE FINANCIAL INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NORTHERN TRUST CORP | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HighTower Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
RAYMOND JAMES & ASSOCIATES | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Parkside Financial Bank & Trust | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
THOMAS WHITE INTERNATIONAL LTD | 8 | 8 | 0.02% | 0.07% | 0.11% | Q3 2021 | Q2 2023 | 8 |
SECURIAN ASSET MANAGEMENT, INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.05% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FORT PITT CAPITAL GROUP, LLC | 8 | 8 | 1.54% | 2.03% | 2.65% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
WINTON GROUP Ltd | 8 | 8 | 0.17% | 0.22% | 0.31% | Q3 2021 | Q2 2023 | 8 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Russell Investments Group, Ltd. | 6 | 2 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mathes Company, Inc. | 6 | 2 | 0.48% | 0.63% | 0.83% | Q3 2021 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.26% | 0.46% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.14% | 0.23% | Q4 2021 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 5 | 3 | 0.76% | 1.46% | 2.03% | Q3 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.12% | 0.47% | 1.56% | Q4 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Janney Montgomery Scott LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
TSFG, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MILLENNIUM MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Traynor Capital Management, Inc. | 6 | 2 | 0.08% | 0.36% | 0.76% | Q3 2021 | Q3 2023 | 8 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Blue Zone Wealth Advisors, LLC | 6 | 2 | 0.71% | 0.95% | 1.34% | Q3 2021 | Q3 2023 | 8 |
Hood River Capital Management LLC | 4 | 4 | 0.30% | 1.00% | 1.55% | Q3 2021 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BANK OF MONTREAL /CAN/ | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Veritable, L.P. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Pacer Advisors, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Glassman Wealth Services | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 8 | 8 | 0.00% | 0.09% | 0.30% | Q3 2021 | Q2 2023 | 8 |
DnB Asset Management AS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BROWN ADVISORY INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Handelsbanken Fonder AB | 8 | 8 | 0.00% | 0.10% | 0.24% | Q4 2021 | Q3 2023 | 8 |
SCOPUS ASSET MANAGEMENT, L.P. | 4 | 1 | 0.29% | 0.47% | 0.85% | Q4 2021 | Q3 2023 | 8 |
EMERALD MUTUAL FUND ADVISERS TRUST | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FIRST TRUST ADVISORS LP | 5 | 3 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Ipswich Investment Management Co., Inc. | 8 | 8 | 0.16% | 0.39% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Kistler-Tiffany Companies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
First Bank & Trust | 4 | 4 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.26% | 0.39% | 0.75% | Q4 2021 | Q3 2023 | 8 |
E&G Advisors, LP | 4 | 4 | 0.08% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 8 |
Retirement Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Robeco Institutional Asset Management B.V. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TIAA, FSB | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 2 | 0.01% | 0.12% | 0.43% | Q3 2021 | Q3 2023 | 8 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
State of Alaska, Department of Revenue | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.29% | 0.48% | 0.72% | Q4 2021 | Q3 2023 | 8 |
LPL Financial LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Intrinsic Edge Capital Management LLC | 6 | 6 | 0.13% | 0.44% | 0.98% | Q2 2022 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 7 | 0.08% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA INVESTMENTS, LP | 7 | 7 | 0.00% | 0.02% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Foster Victor Wealth Advisors, LLC | 6 | 1 | 0.30% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 7 |
Deseret Mutual Benefit Administrators | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
AdvisorNet Financial, Inc | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Nicholas Hoffman & Company, LLC. | 4 | 3 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MAR VISTA INVESTMENT PARTNERS LLC | 7 | 7 | 2.04% | 3.16% | 4.58% | Q1 2022 | Q3 2023 | 7 |
SIMPLEX TRADING, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
IAM Advisory, LLC | 7 | 7 | 0.15% | 0.21% | 0.30% | Q1 2022 | Q3 2023 | 7 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.05% | 0.12% | 0.21% | Q4 2021 | Q2 2023 | 7 |
First Eagle Investment Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 1 | 0.04% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
GUERRA PAN ADVISORS, LLC | 4 | 3 | 0.27% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Man Group plc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Accel Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Impax Asset Management Group plc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TCI Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 4 | 3 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
FIRST HAWAIIAN BANK | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Maryland State Retirement & Pension System | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 2 | 0.01% | 0.25% | 0.38% | Q3 2021 | Q4 2023 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.09% | 0.17% | 0.25% | Q1 2022 | Q3 2023 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
LORD, ABBETT & CO. LLC | 5 | 2 | 0.01% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
PROFUND ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 6 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 2 | 0.09% | 0.17% | 0.24% | Q3 2021 | Q3 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Janney Capital Management LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
U S GLOBAL INVESTORS INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
NOMURA HOLDINGS INC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Westside Investment Management, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 2 | 0.00% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 6 |
Gates Capital Management | 6 | 6 | 2.34% | 3.63% | 4.79% | Q3 2021 | Q4 2022 | 6 |
MBM Wealth Consultants, LLC | 6 | 6 | 0.00% | 0.04% | 0.13% | Q3 2021 | Q4 2022 | 6 |
BESSEMER GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
Close Asset Management Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Ethic Inc. | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Aperture Investors, LLC | 6 | 6 | 0.17% | 0.33% | 0.50% | Q2 2022 | Q3 2023 | 6 |
PUTNAM INVESTMENTS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ballast, Inc. | 4 | 1 | 0.10% | 0.13% | 0.19% | Q4 2021 | Q3 2023 | 6 |
SUMITOMO LIFE INSURANCE CO | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Mascoma Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Verition Fund Management LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 6 | 0.21% | 0.40% | 0.57% | Q3 2021 | Q4 2022 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Harspring Capital Management, LLC | 6 | 6 | 0.69% | 0.94% | 1.23% | Q3 2021 | Q4 2022 | 6 |
NATIXIS ADVISORS, L.P. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 6 |
South Street Advisors LLC | 6 | 6 | 0.75% | 1.05% | 1.41% | Q3 2021 | Q4 2022 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
SevenBridge Financial Group, LLC | 6 | 6 | 0.08% | 0.17% | 0.26% | Q2 2022 | Q3 2023 | 6 |
swisspartners Ltd. | 6 | 6 | 0.28% | 0.40% | 0.50% | Q3 2021 | Q4 2022 | 6 |
Ionic Capital Management LLC | 6 | 6 | 0.12% | 1.16% | 2.14% | Q2 2022 | Q3 2023 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.26% | 0.49% | 0.82% | Q3 2021 | Q4 2022 | 6 |
Rosenberg Matthew Hamilton | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
NORGES BANK | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Supplemental Annuity Collective Trust of NJ | 3 | 3 | 0.08% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.20% | 0.26% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 3 | 2 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 5 |
Core Alternative Capital | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Future Financial Wealth Managment LLC | 3 | 2 | 0.22% | 0.25% | 0.28% | Q4 2021 | Q3 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Security National Bank | 5 | 5 | 1.11% | 1.24% | 1.52% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Marks Group Wealth Management, Inc | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.31% | 0.39% | 0.49% | Q3 2021 | Q3 2022 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
J. Goldman & Co LP | 3 | 2 | 0.12% | 0.40% | 0.70% | Q3 2021 | Q3 2023 | 5 |
Harvest Fund Management Co., Ltd | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
BAILARD, INC. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Straight Path Wealth Management | 5 | 5 | 0.29% | 0.36% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Rathbones Group PLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 3 | 2 | 0.01% | 0.13% | 0.35% | Q1 2022 | Q2 2023 | 5 |
FRANKLIN RESOURCES INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 5 |
Pendal Group Ltd | 5 | 5 | 0.35% | 1.37% | 2.20% | Q4 2021 | Q4 2022 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q1 2023 | 5 |
MEEDER ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
American Portfolios Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Calamos Advisors LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Snowden Capital Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 2 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 5 |
INVESTMENT HOUSE LLC | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Center for Financial Planning, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
TWINBEECH CAPITAL LP | 5 | 5 | 0.00% | 0.11% | 0.31% | Q1 2022 | Q1 2023 | 5 |
Engineers Gate Manager LP | 5 | 5 | 0.04% | 0.07% | 0.15% | Q4 2021 | Q4 2022 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.16% | 0.26% | Q3 2021 | Q3 2022 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 5 |
MERIDIAN MANAGEMENT CO | 5 | 5 | 0.73% | 0.89% | 1.04% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 2 | 0.08% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
MOTCO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PRIVATE TRUST CO NA | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.15% | 0.35% | 0.52% | Q3 2021 | Q3 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.03% | 0.15% | 0.32% | Q3 2022 | Q3 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2022 | 4 |
abrdn plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Handelsinvest Investeringsforvaltning | 4 | 4 | 0.55% | 0.72% | 1.06% | Q4 2021 | Q3 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ERn Financial, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.12% | 0.17% | 0.19% | Q3 2021 | Q2 2022 | 4 |
COMERICA BANK | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 4 |
Jefferies Group LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Clearline Capital LP | 4 | 4 | 0.21% | 1.17% | 1.87% | Q2 2022 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Larson Financial Group LLC | 4 | 4 | 0.00% | 0.02% | 0.09% | Q2 2022 | Q1 2023 | 4 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AVIVA PLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
SOUTHPORT MANAGEMENT, L.L.C. | 4 | 4 | 1.42% | 2.22% | 4.04% | Q3 2021 | Q2 2022 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Investors Research Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
AMI ASSET MANAGEMENT CORP | 4 | 4 | 0.20% | 0.27% | 0.32% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 2 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q1 2023 | 4 |
Kestra Advisory Services, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 4 |
Vanguard Capital Wealth Advisors | 2 | 1 | 0.24% | 0.36% | 0.42% | Q3 2021 | Q3 2023 | 4 |
Liontrust Investment Partners LLP | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FIRST COMMUNITY TRUST NA | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Private Capital Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.18% | 0.53% | 1.04% | Q3 2021 | Q2 2023 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.25% | 0.36% | 0.49% | Q4 2021 | Q3 2022 | 4 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 4 | 0.52% | 1.14% | 1.48% | Q3 2021 | Q2 2022 | 4 |
GENERAL AMERICAN INVESTORS CO INC | 4 | 4 | 0.33% | 0.60% | 0.76% | Q3 2021 | Q2 2022 | 4 |
StoneX Group Inc. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2022 | 4 |
Rye Brook Capital LLC | 4 | 4 | 0.64% | 0.75% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Ten Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Steamboat Capital Partners, LLC | 4 | 4 | 0.34% | 0.48% | 0.63% | Q3 2021 | Q2 2022 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
REINHART PARTNERS, LLC. | 4 | 4 | 1.30% | 1.63% | 1.92% | Q4 2022 | Q3 2023 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.09% | 0.13% | Q3 2021 | Q2 2022 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q1 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 4 | 4 | 3.60% | 5.68% | 7.97% | Q4 2022 | Q3 2023 | 4 |
Seelaus Asset Management LLC | 2 | 2 | 0.18% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 4 |
Tiger Eye Capital LLC | 4 | 4 | 0.17% | 0.26% | 0.34% | Q3 2021 | Q2 2022 | 4 |
Brookstone Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STEINBERG ASSET MANAGEMENT LLC | 4 | 4 | 0.36% | 0.63% | 0.88% | Q3 2021 | Q2 2022 | 4 |
Argent Trust Co | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q2 2023 | 4 |
Lee Financial Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Values First Advisors, Inc. | 3 | 1 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q2 2023 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 0.16% | 0.55% | 0.99% | Q4 2022 | Q3 2023 | 4 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Bayesian Capital Management, LP | 2 | 2 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.00% | 0.03% | 0.12% | Q2 2022 | Q1 2023 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q2 2022 | 4 |
COMPTON CAPITAL MANAGEMENT INC /RI | 4 | 4 | 0.23% | 0.25% | 0.30% | Q4 2021 | Q3 2022 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.05% | 0.16% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Northcape Capital Pty Ltd | 4 | 4 | 0.15% | 0.25% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Weil Company, Inc. | 4 | 4 | 0.17% | 0.22% | 0.26% | Q3 2022 | Q2 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 4 |
683 Capital Management, LLC | 3 | 3 | 0.36% | 0.40% | 0.45% | Q4 2022 | Q2 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q2 2022 | 3 |
Grandview Asset Management LLC | 3 | 3 | 0.16% | 0.28% | 0.47% | Q3 2021 | Q1 2022 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.11% | 0.12% | 0.15% | Q3 2021 | Q2 2022 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
FDx Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
HighTower Trust Company, N.A. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
COMGEST GLOBAL INVESTORS S.A.S. | 3 | 3 | 0.05% | 0.11% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Point72 Europe (London) LLP | 2 | 1 | 0.74% | 2.36% | 3.26% | Q3 2021 | Q1 2023 | 3 |
Creative Planning | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cove Street Capital, LLC | 3 | 3 | 0.00% | 0.19% | 0.31% | Q3 2022 | Q1 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.30% | 0.43% | 0.59% | Q3 2021 | Q1 2022 | 3 |
OARSMAN CAPITAL, INC. | 3 | 3 | 0.30% | 0.36% | 0.42% | Q3 2021 | Q1 2022 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Tributary Capital Management, LLC | 3 | 3 | 0.06% | 0.12% | 0.15% | Q3 2021 | Q1 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Midwest Wealth Management Inc. | 3 | 3 | 1.03% | 1.12% | 1.29% | Q3 2021 | Q1 2022 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q2 2023 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.49% | 0.65% | 0.81% | Q3 2021 | Q1 2022 | 3 |
Crestwood Advisors Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Rafferty Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 3 |
EXANE DERIVATIVES | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.17% | 0.22% | 0.28% | Q3 2021 | Q1 2022 | 3 |
Bayberry Capital Partners LP | 3 | 3 | 2.32% | 3.67% | 6.37% | Q1 2023 | Q3 2023 | 3 |
Mendel Money Management | 3 | 3 | 0.44% | 1.27% | 1.89% | Q1 2023 | Q3 2023 | 3 |
CenterBook Partners LP | 3 | 3 | 0.26% | 0.38% | 0.45% | Q1 2023 | Q3 2023 | 3 |
LA FINANCIERE DE L'ECHIQUIER | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
D L CARLSON INVESTMENT GROUP INC | 3 | 3 | 0.05% | 0.12% | 0.22% | Q3 2021 | Q1 2022 | 3 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
COMMERCE BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
STRS OHIO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Corsair Capital Management | 3 | 3 | 0.24% | 0.26% | 0.26% | Q3 2021 | Q1 2022 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Heard Capital LLC | 3 | 3 | 2.23% | 2.50% | 2.76% | Q1 2023 | Q3 2023 | 3 |
Alpine Global Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q1 2022 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
EMFO, LLC | 3 | 3 | 0.23% | 0.25% | 0.28% | Q3 2021 | Q1 2022 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.16% | 0.26% | Q4 2022 | Q3 2023 | 3 |
ANTIPODES PARTNERS Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fractal Investments LLC | 2 | 1 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 3 |
KENNEDY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.14% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
PGGM Investments | 3 | 3 | 0.03% | 0.03% | 0.05% | Q3 2021 | Q1 2022 | 3 |
COBALT CAPITAL MANAGEMENT, INC. | 3 | 3 | 1.45% | 2.06% | 2.48% | Q3 2021 | Q1 2022 | 3 |
Private Capital Advisors, Inc. | 3 | 3 | 1.00% | 1.26% | 1.41% | Q3 2021 | Q1 2022 | 3 |
RK Capital | 3 | 3 | 1.64% | 1.98% | 2.18% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 2.33% | 2.81% | 3.09% | Q1 2023 | Q3 2023 | 3 |
REAVES W H & CO INC | 3 | 3 | 0.31% | 0.46% | 0.56% | Q3 2021 | Q1 2022 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.24% | 0.41% | 0.58% | Q3 2021 | Q1 2022 | 3 |
Majedie Asset Management Ltd | 3 | 3 | 0.25% | 0.26% | 0.27% | Q3 2021 | Q1 2022 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.08% | Q3 2022 | Q2 2023 | 3 |
AE Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 3 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2022 | Q3 2023 | 3 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 3 | 3 | 0.26% | 0.30% | 0.33% | Q3 2021 | Q1 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Electron Capital Partners, LLC | 3 | 3 | 0.56% | 0.84% | 1.05% | Q3 2021 | Q1 2022 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Magnetar Financial LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
SYCOMORE ASSET MANAGEMENT | 3 | 3 | 0.64% | 0.70% | 0.76% | Q2 2022 | Q4 2022 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Baird Financial Group, Inc. | 3 | 3 | 0.09% | 0.14% | 0.17% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.10% | 1.01% | 1.92% | Q3 2021 | Q4 2021 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Granite Investment Partners, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TFO Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.20% | 0.37% | Q4 2022 | Q4 2022 | 2 |
Sandia Investment Management LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Aristotle Capital Boston, LLC | 2 | 2 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
METROPOLITAN LIFE INSURANCE CO/NY | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Advisor Resource Council | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.21% | 0.28% | 0.36% | Q4 2022 | Q3 2023 | 2 |
Atria Wealth Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CSS LLC/IL | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Jump Financial, LLC | 2 | 2 | 0.13% | 0.18% | 0.24% | Q2 2022 | Q3 2022 | 2 |
BOYAR ASSET MANAGEMENT INC. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.09% | 0.16% | Q4 2021 | Q3 2023 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.13% | 0.23% | 0.33% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Dorsey & Whitney Trust CO LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.38% | 0.51% | 0.63% | Q2 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Wahed Invest LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2022 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 0.77% | 1.01% | 1.26% | Q3 2021 | Q4 2021 | 2 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Quadrature Capital Ltd | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archon Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hotaling Investment Management, LLC | 2 | 2 | 0.53% | 0.62% | 0.71% | Q3 2021 | Q4 2021 | 2 |
Crestline Management, LP | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2023 | Q3 2023 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
First Washington CORP | 2 | 2 | 1.46% | 1.56% | 1.66% | Q2 2022 | Q3 2022 | 2 |
Lisanti Capital Growth, LLC | 2 | 2 | 0.56% | 0.58% | 0.59% | Q3 2021 | Q4 2021 | 2 |
Ergoteles LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2022 | Q1 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.02% | 0.13% | 0.23% | Q1 2022 | Q2 2022 | 2 |
Kovack Advisors, Inc. | 2 | 2 | 0.17% | 0.22% | 0.27% | Q2 2023 | Q3 2023 | 2 |
SBB Research Group LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
Alta Wealth Advisors LLC | 2 | 2 | 0.43% | 0.44% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Channing Capital Management, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q3 2021 | Q4 2021 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Somerset Trust Co | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Polarity Investment Partners LP | 2 | 2 | 9.46% | 10.67% | 11.89% | Q4 2021 | Q1 2022 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q1 2023 | 2 |
Smithfield Trust Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aurora Investment Counsel | 2 | 2 | 0.47% | 0.55% | 0.62% | Q3 2021 | Q4 2021 | 2 |
CVA Family Office, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
J.W. COLE ADVISORS, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Foundry Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Castleview Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
EASTERN BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
WATER ISLAND CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 2 | 0.91% | 1.20% | 1.48% | Q3 2021 | Q4 2021 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.65% | 0.71% | 0.77% | Q3 2021 | Q4 2021 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.50% | 0.56% | 0.62% | Q3 2021 | Q4 2021 | 2 |
Alta Fox Capital Management | 2 | 2 | 2.94% | 4.03% | 5.12% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Sterling Manor Financial, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SEEYOND | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Taika Capital, LP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q3 2023 | Q3 2023 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LYRICAL ASSET MANAGEMENT LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2021 | Q3 2021 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2022 | Q2 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Golden Green, Inc. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
NATIXIS | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Symmetry Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Freemont Management S.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Repertoire Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 6.58% | 6.58% | 6.58% | Q3 2021 | Q3 2021 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gulf International Bank (UK) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2023 | Q2 2023 | 1 |
Polianta Ltd | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG3 Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
EAM Global Investors LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2023 | Q2 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
1492 Capital Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Yarra Square Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
AGF Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JAG CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2021 | Q3 2021 | 1 |
KBC Group NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2021 | Q3 2021 | 1 |
Cipher Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Humankind Investments LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
EAM Investors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2022 | Q1 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
World Asset Management Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
This page lists all the filers that currently own GXO LOGISTICS INCORPORATED or have owned GXO LOGISTICS INCORPORATED in the past.