Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 117 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 97 |
Walleye Trading LLC | 23 | 5 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 93 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 92 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 89 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 79 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.06% | Q1 2009 | Q3 2023 | 59 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 49 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 45 |
Parallax Volatility Advisers, L.P. | 16 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 45 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 45 |
MILLENNIUM MANAGEMENT LLC | 27 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 45 |
First Horizon Advisors, Inc. | 42 | 2 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 44 |
HSBC HOLDINGS PLC | 41 | 1 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.06% | 0.09% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.16% | Q4 2012 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q3 2023 | 43 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
LaFleur & Godfrey LLC | 42 | 42 | 0.83% | 2.12% | 6.65% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.18% | 0.46% | 0.89% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 1.08% | 1.67% | 2.40% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.01% | 0.05% | 0.55% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.03% | Q2 2012 | Q4 2022 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.36% | 0.51% | 0.94% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DISCIPLINED GROWTH INVESTORS INC /MN | 42 | 42 | 1.55% | 2.25% | 3.67% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.00% | 1.68% | 2.79% | Q2 2013 | Q3 2023 | 42 |
Smith, Graham & Co., Investment Advisors, LP | 42 | 42 | 0.41% | 0.56% | 0.78% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.17% | 1.00% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BERNZOTT CAPITAL ADVISORS | 42 | 42 | 2.41% | 3.53% | 4.36% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 1.92% | 3.43% | 4.50% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.01% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Investments LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.03% | 0.14% | 0.63% | Q2 2013 | Q3 2023 | 42 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 42 | 42 | 2.15% | 2.58% | 3.11% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 41 |
GAGNON SECURITIES LLC | 35 | 6 | 0.21% | 0.37% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 25 | 16 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 41 |
FRANKLIN RESOURCES INC | 37 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 37 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
GUGGENHEIM CAPITAL LLC | 38 | 3 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 41 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 1.46% | 2.56% | 3.71% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 32 | 9 | 0.39% | 0.99% | 1.65% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.04% | 0.10% | 0.16% | Q3 2013 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 34 | 7 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 41 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 40 | 40 | 0.22% | 0.71% | 1.85% | Q2 2013 | Q1 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
BOKF, NA | 22 | 9 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Renaissance Technologies | 26 | 2 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.27% | 0.40% | 0.52% | Q2 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.58% | 1.20% | 1.94% | Q2 2014 | Q4 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 7 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
HANCOCK WHITNEY CORP | 21 | 18 | 0.03% | 0.15% | 0.65% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
CIBC Asset Management Inc | 33 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
LPL Financial LLC | 35 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 38 |
AMERICAN CENTURY COMPANIES INC | 20 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 38 |
Neuberger Berman Group LLC | 21 | 17 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 38 |
WHITTIER TRUST CO | 38 | 38 | 0.00% | 0.04% | 0.09% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.30% | 0.90% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2022 | 38 |
Bowling Portfolio Management LLC | 37 | 37 | 0.22% | 0.40% | 0.87% | Q3 2013 | Q3 2022 | 37 |
Cambridge Investment Research Advisors, Inc. | 36 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 36 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
NAPLES GLOBAL ADVISORS, LLC | 37 | 37 | 0.06% | 0.15% | 0.35% | Q3 2014 | Q3 2023 | 37 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 37 | 37 | 0.79% | 1.21% | 1.73% | Q3 2014 | Q3 2023 | 37 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 37 | 37 | 0.04% | 0.19% | 0.36% | Q3 2014 | Q3 2023 | 37 |
BESSEMER GROUP INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Goelzer Investment Management, Inc. | 36 | 36 | 0.31% | 0.64% | 0.94% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.44% | 0.74% | 1.82% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.12% | 0.17% | 0.22% | Q2 2013 | Q1 2022 | 36 |
HARTLINE INVESTMENT CORP/ | 34 | 2 | 0.03% | 0.64% | 2.03% | Q2 2013 | Q2 2022 | 36 |
FAIRFIELD, BUSH & CO. | 34 | 2 | 0.08% | 0.25% | 0.43% | Q2 2013 | Q2 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.22% | 0.39% | 0.75% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
NORRIS PERNE & FRENCH LLP/MI | 25 | 11 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
OLD NATIONAL BANCORP /IN/ | 35 | 35 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 34 | 1 | 0.06% | 0.15% | 0.37% | Q4 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 35 | 35 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2023 | 35 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
PGGM Investments | 23 | 5 | 0.03% | 0.14% | 0.22% | Q2 2014 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 7 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2021 | 34 |
Gotham Asset Management, LLC | 11 | 1 | 0.00% | 0.13% | 0.56% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 32 | 32 | 0.01% | 0.29% | 0.47% | Q4 2015 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
Motley Fool Asset Management LLC | 33 | 33 | 0.47% | 1.21% | 2.49% | Q3 2015 | Q3 2023 | 33 |
Coastline Trust Co | 33 | 33 | 0.12% | 0.67% | 1.15% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Artisan Partners Limited Partnership | 33 | 33 | 0.09% | 0.19% | 0.30% | Q3 2015 | Q3 2023 | 33 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.05% | 0.21% | Q3 2014 | Q3 2023 | 33 |
Freedom Investment Management, Inc. | 33 | 33 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2021 | 33 |
REINHART PARTNERS, LLC. | 33 | 33 | 0.32% | 1.41% | 3.65% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q3 2023 | 32 |
ROYAL LONDON ASSET MANAGEMENT LTD | 21 | 4 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q2 2023 | 32 |
Cardinal Capital Management | 32 | 32 | 0.10% | 0.20% | 0.29% | Q4 2015 | Q3 2023 | 32 |
TD ASSET MANAGEMENT INC | 23 | 2 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 32 |
Well Done, LLC | 32 | 32 | 3.12% | 4.93% | 7.55% | Q4 2015 | Q3 2023 | 32 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 32 |
Capital World Investors | 32 | 32 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2021 | 32 |
Hendershot Investments Inc. | 32 | 32 | 1.09% | 1.79% | 3.09% | Q4 2015 | Q3 2023 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q4 2020 | 31 |
MAI Capital Management | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 31 |
SHELL ASSET MANAGEMENT CO | 31 | 31 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.16% | Q4 2015 | Q3 2023 | 31 |
LVZ, Inc. | 31 | 31 | 0.05% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q4 2020 | 31 |
Maj Invest Holding A/S | 30 | 30 | 3.08% | 4.30% | 5.77% | Q2 2016 | Q3 2023 | 30 |
ALPS ADVISORS INC | 20 | 4 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.00% | 0.05% | 0.27% | Q4 2013 | Q3 2023 | 30 |
Rehmann Capital Advisory Group | 20 | 10 | 0.03% | 0.15% | 0.89% | Q1 2009 | Q3 2019 | 30 |
FIDUCIARY TRUST CO | 18 | 12 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q4 2021 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 26 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 30 |
Cranbrook Wealth Management, LLC | 30 | 30 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2021 | 30 |
SIGNATUREFD, LLC | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Hillsdale Investment Management Inc. | 26 | 3 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q2 2021 | 29 |
FARR MILLER & WASHINGTON LLC/DC | 27 | 2 | 0.02% | 0.05% | 0.10% | Q4 2013 | Q3 2021 | 29 |
FIRST QUADRANT LLC/CA | 27 | 2 | 0.07% | 0.35% | 0.90% | Q3 2013 | Q4 2021 | 29 |
South Dakota Investment Council | 18 | 11 | 0.01% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 29 |
FDx Advisors, Inc. | 22 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2021 | 29 |
Pacer Advisors, Inc. | 25 | 1 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 27 | 2 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q2 2023 | 29 |
MUFG Americas Holdings Corp | 19 | 2 | 0.00% | 0.05% | 0.29% | Q4 2010 | Q2 2022 | 29 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
Foyston, Gordon, & Payne Inc | 29 | 29 | 0.22% | 1.49% | 3.18% | Q3 2016 | Q3 2023 | 29 |
Essex Financial Services, Inc. | 11 | 3 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q4 2022 | 29 |
CRAWFORD INVESTMENT COUNSEL INC | 23 | 2 | 0.00% | 0.97% | 2.94% | Q2 2013 | Q3 2021 | 29 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2020 | 28 |
TRUIST FINANCIAL CORP | 24 | 1 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 28 | 28 | 0.00% | 0.04% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 2 | 0.01% | 0.02% | 0.09% | Q1 2014 | Q3 2023 | 28 |
TUDOR INVESTMENT CORP ET AL | 12 | 1 | 0.01% | 0.05% | 0.23% | Q3 2013 | Q2 2023 | 28 |
D.A. DAVIDSON & CO. | 24 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 28 |
Alpha Omega Wealth Management LLC | 28 | 28 | 0.00% | 0.70% | 1.78% | Q4 2016 | Q3 2023 | 28 |
AMP Capital Investors Ltd | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LS Investment Advisors, LLC | 27 | 27 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q1 2021 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
Smithfield Trust Co | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 19 | 8 | 0.00% | 0.08% | 0.26% | Q2 2014 | Q2 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
SIGMA INVESTMENT COUNSELORS INC | 27 | 27 | 0.22% | 0.27% | 0.36% | Q1 2017 | Q3 2023 | 27 |
Paloma Partners Management Co | 13 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q4 2021 | 27 |
OAK ASSOCIATES LTD /OH/ | 27 | 27 | 0.21% | 0.49% | 0.72% | Q2 2016 | Q4 2022 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.03% | 0.09% | 0.13% | Q3 2013 | Q1 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 26 |
QCI ASSET MANAGEMENT INC/NY | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 26 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 26 |
Greenwich Wealth Management LLC | 24 | 2 | 0.02% | 0.12% | 0.24% | Q2 2014 | Q1 2021 | 26 |
STEPHENS INC /AR/ | 22 | 4 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2020 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 26 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.51% | 0.86% | 1.56% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Nitorum Capital, L.P. | 26 | 26 | 2.11% | 4.09% | 7.85% | Q2 2017 | Q3 2023 | 26 |
ClearBridge Investments | 24 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2021 | 25 |
GRIMES & COMPANY, INC. | 25 | 25 | 0.03% | 0.66% | 1.25% | Q2 2014 | Q2 2020 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 1 | 0.00% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 25 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 25 | 25 | 0.15% | 0.20% | 0.25% | Q3 2017 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 25 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 3 | 0.01% | 0.15% | 0.30% | Q1 2013 | Q3 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 15 | 4 | 0.00% | 0.06% | 0.66% | Q1 2014 | Q2 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 25 |
BARINGS LLC | 13 | 12 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Bell Bank | 24 | 24 | 0.08% | 0.11% | 0.19% | Q4 2015 | Q3 2021 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 0.01% | 0.06% | 0.09% | Q3 2017 | Q2 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Robeco Institutional Asset Management B.V. | 20 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 9 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
HOWE & RUSLING INC | 15 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
WINTON GROUP Ltd | 17 | 2 | 0.00% | 0.10% | 0.60% | Q2 2014 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.07% | 0.19% | 0.27% | Q4 2017 | Q3 2023 | 24 |
DekaBank Deutsche Girozentrale | 22 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 0.29% | 4.69% | 14.26% | Q4 2017 | Q3 2023 | 24 |
MGO ONE SEVEN LLC | 21 | 2 | 0.01% | 0.17% | 0.48% | Q4 2017 | Q3 2023 | 23 |
Voya Financial Advisors, Inc. | 23 | 23 | 0.02% | 0.04% | 0.10% | Q1 2016 | Q3 2021 | 23 |
FIRST MERCANTILE TRUST CO | 16 | 1 | 0.00% | 0.13% | 0.32% | Q2 2013 | Q2 2021 | 23 |
Cascade Investment Advisors, Inc. | 22 | 1 | 0.50% | 0.84% | 1.11% | Q2 2016 | Q1 2022 | 23 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 10 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q1 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.18% | 0.22% | 0.26% | Q1 2018 | Q3 2023 | 23 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q3 2023 | 23 |
Cetera Investment Advisers | 12 | 4 | 0.01% | 0.20% | 1.40% | Q1 2017 | Q3 2023 | 23 |
Uncommon Cents Investing LLC | 19 | 4 | 0.14% | 0.27% | 0.42% | Q4 2017 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.10% | 0.28% | Q4 2014 | Q3 2023 | 23 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 23 |
Epoch Investment Partners, Inc. | 23 | 23 | 0.01% | 0.22% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Brandywine Global Investment Management, LLC | 22 | 1 | 0.02% | 0.07% | 0.16% | Q3 2015 | Q2 2021 | 23 |
West Coast Financial LLC | 22 | 22 | 0.81% | 1.08% | 1.40% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 12 | 10 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q2 2020 | 22 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2018 | 22 |
FORT, L.P. | 17 | 5 | 0.03% | 0.47% | 1.03% | Q2 2016 | Q2 2022 | 22 |
SYNOVUS FINANCIAL CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 22 |
State of Tennessee, Treasury Department | 19 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 22 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 22 | 22 | 0.00% | 0.35% | 0.87% | Q2 2013 | Q3 2018 | 22 |
SCHARF INVESTMENTS, LLC | 22 | 22 | 0.02% | 2.16% | 3.26% | Q3 2014 | Q4 2019 | 22 |
Bedel Financial Consulting, Inc. | 22 | 22 | 0.03% | 0.08% | 0.17% | Q1 2018 | Q2 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 22 |
Employees Retirement System of Texas | 12 | 10 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2022 | 22 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 21 |
CHEMICAL BANK | 19 | 2 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q2 2019 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q4 2023 | 21 |
STRS OHIO | 16 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Man Group plc | 19 | 2 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
WRIGHT INVESTORS SERVICE INC | 16 | 1 | 0.05% | 0.23% | 0.53% | Q4 2013 | Q1 2022 | 21 |
FIRST CITIZENS BANK & TRUST CO | 10 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 21 |
CENTRAL TRUST Co | 12 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 21 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.04% | 0.23% | Q4 2015 | Q3 2023 | 21 |
Bridgewater Associates | 11 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 20 |
CIGNA INVESTMENTS INC /NEW | 20 | 20 | 0.02% | 0.09% | 0.22% | Q4 2016 | Q3 2021 | 20 |
ETRADE Capital Management LLC | 16 | 4 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2020 | 20 |
THOMAS STORY & SON LLC | 20 | 20 | 0.19% | 2.41% | 3.62% | Q1 2014 | Q4 2018 | 20 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.07% | 0.22% | Q3 2016 | Q3 2023 | 20 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2018 | 20 |
BANK OF NOVA SCOTIA | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 20 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 20 |
CLEARBRIDGE, LLC | 20 | 20 | 0.21% | 0.28% | 0.47% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.08% | 0.17% | Q4 2013 | Q4 2019 | 20 |
CULLEN/FROST BANKERS, INC. | 16 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q4 2022 | 20 |
Freestone Capital Holdings, LLC | 18 | 2 | 0.01% | 0.08% | 0.25% | Q3 2014 | Q1 2022 | 20 |
QS Investors, LLC | 17 | 3 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q4 2018 | 20 |
Private Advisor Group, LLC | 18 | 2 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 20 |
IBM Retirement Fund | 15 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2021 | 20 |
Sequoia Financial Advisors, LLC | 10 | 2 | 0.02% | 0.08% | 0.19% | Q4 2013 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q4 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 9 | 2 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2021 | 19 |
VALLEY NATIONAL ADVISERS INC | 15 | 4 | 0.00% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 19 |
UNDERHILL INVESTMENT MANAGEMENT LLC | 19 | 19 | 6.14% | 7.69% | 10.80% | Q2 2013 | Q4 2017 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 19 |
Wallace Capital Management Inc. | 19 | 19 | 0.40% | 0.68% | 1.49% | Q2 2013 | Q4 2017 | 19 |
Boston Partners | 19 | 19 | 0.10% | 0.18% | 0.25% | Q1 2019 | Q3 2023 | 19 |
SHUFRO ROSE & CO LLC | 18 | 1 | 0.25% | 0.42% | 0.54% | Q3 2012 | Q3 2017 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 19 |
SPROTT INC. | 19 | 19 | 0.07% | 1.23% | 3.19% | Q2 2016 | Q4 2020 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Redmond Asset Management, LLC | 19 | 19 | 0.81% | 1.27% | 2.38% | Q2 2013 | Q4 2017 | 19 |
Front Street Capital Management, Inc. | 19 | 19 | 0.15% | 1.97% | 4.68% | Q2 2016 | Q4 2020 | 19 |
ROWLANDMILLER & PARTNERS.ADV | 19 | 19 | 0.07% | 0.26% | 0.42% | Q2 2019 | Q4 2023 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 18 |
Factorial Partners, LLC | 18 | 18 | 0.25% | 0.91% | 1.28% | Q2 2019 | Q3 2023 | 18 |
Conestoga Capital Advisors, LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q2 2017 | 18 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 18 | 18 | 0.37% | 1.01% | 1.70% | Q2 2019 | Q3 2023 | 18 |
CAPITAL MANAGEMENT CORP /VA | 18 | 18 | 1.28% | 2.97% | 4.20% | Q4 2015 | Q1 2020 | 18 |
RAYMOND JAMES TRUST N.A. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 18 |
HUSSMAN STRATEGIC ADVISORS, INC. | 9 | 1 | 0.02% | 0.55% | 0.98% | Q1 2015 | Q2 2020 | 18 |
KBC Group NV | 17 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2023 | 18 |
Schonfeld Strategic Advisors LLC | 9 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 18 |
Sterling Capital Management LLC | 17 | 1 | 0.00% | 0.76% | 1.01% | Q2 2014 | Q3 2019 | 18 |
TRUST CO OF TOLEDO NA /OH/ | 18 | 18 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q1 2019 | 18 |
Origin Asset Management LLP | 10 | 1 | 0.02% | 0.44% | 1.67% | Q4 2015 | Q1 2021 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 4 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2021 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
DUBUQUE BANK & TRUST CO | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 18 |
Versant Capital Management, Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 18 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2020 | 18 |
AXA S.A. | 15 | 3 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Busey Bank | 17 | 17 | 0.29% | 0.42% | 0.47% | Q2 2014 | Q2 2018 | 17 |
SCHWARTZ INVESTMENT COUNSEL INC | 12 | 5 | 0.05% | 0.59% | 1.73% | Q2 2013 | Q1 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 17 | 17 | 0.03% | 0.15% | 0.48% | Q3 2014 | Q3 2018 | 17 |
TCI Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 17 |
GODSEY & GIBB, INC | 13 | 1 | 0.04% | 0.05% | 0.19% | Q1 2018 | Q3 2023 | 17 |
RK Asset Management, LLC | 17 | 17 | 2.28% | 9.14% | 10.64% | Q4 2013 | Q4 2017 | 17 |
HARTFORD INVESTMENT MANAGEMENT CO | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2019 | 17 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2021 | 17 |
Hikari Tsushin, Inc. | 9 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
BNP Paribas Asset Management Holding S.A. | 12 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Timber Creek Capital Management LLC | 17 | 17 | 1.05% | 2.64% | 4.02% | Q2 2013 | Q2 2017 | 17 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.07% | 0.17% | Q2 2015 | Q3 2023 | 17 |
GHP Investment Advisors, Inc. | 17 | 17 | 0.09% | 0.29% | 0.37% | Q3 2019 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.09% | 0.32% | Q3 2015 | Q3 2019 | 17 |
Taylor Hoffman Wealth Management | 17 | 17 | 0.08% | 1.27% | 1.89% | Q3 2019 | Q3 2023 | 17 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2017 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 16 |
Summit Global Investments | 13 | 3 | 0.02% | 0.05% | 0.19% | Q2 2017 | Q2 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.04% | 0.23% | Q1 2017 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 1.14% | 1.39% | 1.63% | Q4 2019 | Q3 2023 | 16 |
ALPHA WINDWARD LLC | 10 | 1 | 0.00% | 0.28% | 0.38% | Q3 2013 | Q3 2020 | 16 |
Brinker Capital Investments, LLC | 10 | 6 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2022 | 16 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.06% | 0.17% | Q3 2014 | Q4 2022 | 16 |
S.A. Mason LLC | 16 | 16 | 0.27% | 0.38% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Fairpointe Capital LLC | 16 | 16 | 0.67% | 2.28% | 2.95% | Q4 2015 | Q3 2019 | 16 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.15% | 0.25% | 0.37% | Q2 2015 | Q1 2019 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2022 | 16 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2022 | 16 |
BB&T SECURITIES, LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 16 |
Harfst & Associates, Inc. | 16 | 16 | 0.21% | 0.36% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Twin Tree Management, LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 16 |
AGF Investments LLC | 6 | 2 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 16 |
Hamilton Point Investment Advisors, LLC | 16 | 16 | 0.98% | 1.27% | 1.64% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SMITH ASSET MANAGEMENT GROUP LP | 16 | 16 | 0.63% | 0.86% | 1.29% | Q2 2013 | Q1 2017 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 16 |
Grandeur Peak Global Advisors, LLC | 16 | 16 | 0.38% | 1.13% | 2.19% | Q3 2014 | Q2 2018 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q1 2019 | 16 |
Holocene Advisors, LP | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 11 | 4 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q2 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 15 | 15 | 0.01% | 0.13% | 0.17% | Q2 2014 | Q4 2017 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
CONGRESS ASSET MANAGEMENT CO /MA | 15 | 15 | 0.07% | 0.09% | 0.10% | Q1 2015 | Q3 2018 | 15 |
Snowden Capital Advisors LLC | 9 | 1 | 0.01% | 0.12% | 0.27% | Q1 2017 | Q2 2022 | 15 |
AlphaCrest Capital Management LLC | 14 | 1 | 0.02% | 0.10% | 0.33% | Q4 2018 | Q3 2022 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Commonwealth Equity Services, Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Baltimore-Washington Financial Advisors, Inc. | 15 | 15 | 0.58% | 1.01% | 1.67% | Q4 2013 | Q2 2017 | 15 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q4 2020 | 15 |
Qube Research & Technologies Ltd | 6 | 1 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 15 |
Capital Impact Advisors, LLC | 15 | 15 | 0.00% | 0.46% | 1.07% | Q2 2014 | Q4 2017 | 15 |
WASHINGTON TRUST Co | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 15 |
LSV ASSET MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Endurance Wealth Management, Inc. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 15 |
BROADVIEW ADVISORS LLC | 15 | 15 | 0.24% | 1.81% | 2.92% | Q2 2013 | Q4 2016 | 15 |
GREAT LAKES ADVISORS, LLC | 15 | 15 | 0.01% | 0.07% | 0.18% | Q1 2016 | Q3 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.03% | 0.24% | Q1 2014 | Q3 2023 | 15 |
Zebra Capital Management LLC | 12 | 2 | 0.38% | 0.50% | 0.59% | Q3 2015 | Q2 2019 | 14 |
Cubic Asset Management, LLC | 14 | 14 | 0.17% | 0.25% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Summit Street Capital Management, LLC | 14 | 14 | 1.17% | 1.63% | 2.00% | Q2 2020 | Q3 2023 | 14 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q2 2021 | 14 |
Cetera Advisor Networks LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
VAN ECK ASSOCIATES CORP | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BANCORPSOUTH INC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 14 |
Point72 Asset Management, L.P. | 9 | 2 | 0.00% | 0.11% | 0.35% | Q4 2017 | Q3 2023 | 14 |
NumerixS Investment Technologies Inc | 12 | 1 | 0.00% | 0.04% | 0.11% | Q3 2016 | Q2 2020 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 14 |
Evercore Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q1 2019 | 14 |
AHL Partners LLP | 14 | 14 | 0.02% | 0.12% | 0.24% | Q3 2014 | Q4 2017 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 14 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 14 | 14 | 0.11% | 0.64% | 1.13% | Q3 2014 | Q4 2017 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.10% | 0.44% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
American Portfolios Advisors | 10 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 14 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 1 | 0.03% | 0.08% | 0.20% | Q1 2015 | Q3 2023 | 14 |
SEVEN EIGHT CAPITAL, LP | 5 | 1 | 0.00% | 0.10% | 0.32% | Q4 2013 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 6 | 1 | 0.01% | 0.33% | 0.74% | Q3 2014 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.05% | 0.08% | Q3 2016 | Q2 2020 | 14 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2019 | 14 |
CLARK ESTATES INC/NY | 14 | 14 | 0.46% | 0.57% | 0.74% | Q2 2016 | Q3 2019 | 14 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.13% | 0.54% | Q2 2014 | Q2 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
WFG Advisors, LP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 13 |
PARADIGM ASSET MANAGEMENT CO LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
First Bank & Trust | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 13 |
Assured Investment Management LLC | 7 | 2 | 0.00% | 0.07% | 0.24% | Q1 2015 | Q4 2018 | 13 |
Wolf Group Capital Advisors | 13 | 13 | 0.22% | 0.50% | 0.79% | Q4 2013 | Q4 2016 | 13 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 6 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 13 |
Shamrock Asset Management LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.01% | 0.07% | 0.12% | Q2 2014 | Q2 2017 | 13 |
COOKE & BIELER LP | 13 | 13 | 0.38% | 1.16% | 1.68% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2020 | 13 |
Private Capital Group, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 13 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2022 | 13 |
Granite Investment Partners, LLC | 13 | 13 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2021 | 13 |
TWIN CAPITAL MANAGEMENT INC | 12 | 1 | 0.04% | 0.16% | 0.23% | Q2 2013 | Q4 2018 | 13 |
NN Investment Partners Holdings N.V. | 13 | 13 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2022 | 13 |
Saturna Capital CORP | 13 | 13 | 0.15% | 0.52% | 0.69% | Q2 2013 | Q2 2016 | 13 |
Aurora Investment Counsel | 7 | 6 | 0.69% | 0.96% | 1.33% | Q2 2013 | Q1 2019 | 13 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 13 |
KAYS FINANCIAL ADVISORY CORP /ADV | 13 | 13 | 0.29% | 0.36% | 0.46% | Q1 2016 | Q1 2019 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 6 | 1 | 0.00% | 0.04% | 0.56% | Q1 2015 | Q1 2021 | 13 |
EAGLE ASSET MANAGEMENT INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 11 | 1 | 0.01% | 0.98% | 1.20% | Q2 2013 | Q1 2019 | 12 |
PRUDENTIAL PLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 12 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2022 | 12 |
Chesapeake Wealth Management | 12 | 12 | 0.08% | 0.25% | 0.53% | Q2 2019 | Q1 2022 | 12 |
Rosenberg Matthew Hamilton | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Alberta Investment Management Corp | 7 | 1 | 0.00% | 0.07% | 0.25% | Q3 2013 | Q2 2023 | 12 |
CHICAGO EQUITY PARTNERS LLC | 9 | 3 | 0.02% | 0.14% | 0.31% | Q3 2013 | Q1 2020 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.46% | 0.61% | 0.80% | Q4 2020 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 12 |
Palo Capital, Inc. | 12 | 12 | 1.11% | 1.50% | 1.79% | Q1 2016 | Q4 2018 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TEALWOOD ASSET MANAGEMENT INC | 10 | 2 | 0.45% | 0.51% | 0.64% | Q4 2020 | Q4 2023 | 12 |
Magnetar Financial LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 12 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 1.23% | 1.95% | 3.08% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q3 2019 | 12 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2020 | 12 |
Touchstone Capital, Inc. | 12 | 12 | 6.34% | 7.52% | 9.05% | Q4 2020 | Q3 2023 | 12 |
Quantinno Capital Management LP | 4 | 2 | 0.02% | 0.20% | 0.56% | Q1 2019 | Q3 2023 | 12 |
Cetera Advisors LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
First Pacific Advisors, LP | 12 | 12 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2020 | 12 |
Advocacy Wealth Management Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2018 | 12 |
NICHOLAS COMPANY, INC. | 12 | 12 | 0.09% | 0.14% | 0.21% | Q2 2014 | Q1 2017 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
JANUS HENDERSON INVESTORS US LLC | 7 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
1st Global Advisors, Inc. | 9 | 3 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q4 2016 | 12 |
RICE HALL JAMES & ASSOCIATES, LLC | 12 | 12 | 0.07% | 0.11% | 0.14% | Q4 2015 | Q3 2018 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.09% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Vident Investment Advisory, LLC | 5 | 1 | 0.01% | 0.07% | 0.16% | Q1 2018 | Q1 2023 | 12 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2020 | 12 |
DENALI ADVISORS LLC | 12 | 12 | 0.01% | 0.14% | 0.24% | Q2 2018 | Q1 2021 | 12 |
AMG Funds LLC | 12 | 12 | 0.45% | 0.89% | 1.10% | Q3 2016 | Q2 2019 | 12 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 12 |
Miracle Mile Advisors, LLC | 12 | 12 | 0.16% | 0.26% | 0.33% | Q1 2019 | Q4 2021 | 12 |
Neo Ivy Capital Management | 4 | 2 | 0.00% | 0.29% | 0.84% | Q1 2019 | Q4 2022 | 12 |
Provident Investment Management, Inc. | 12 | 12 | 4.05% | 4.53% | 5.23% | Q1 2017 | Q4 2019 | 12 |
Concorde Asset Management, LLC | 7 | 2 | 0.14% | 0.18% | 0.31% | Q3 2019 | Q2 2023 | 12 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Columbia Asset Management | 5 | 1 | 0.04% | 0.07% | 0.11% | Q1 2015 | Q2 2020 | 12 |
O'Shares Investment Advisers, LLC | 12 | 12 | 0.04% | 0.16% | 0.25% | Q2 2019 | Q1 2022 | 12 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 11 |
Assenagon Asset Management S.A. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 11 |
Strategic Global Advisors, LLC | 11 | 11 | 0.06% | 0.27% | 0.60% | Q4 2018 | Q2 2021 | 11 |
NATIXIS | 8 | 3 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 11 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.15% | 0.38% | Q1 2014 | Q2 2022 | 11 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.07% | 0.19% | 0.65% | Q2 2015 | Q1 2020 | 11 |
FIRST NATIONAL BANK OF OMAHA | 11 | 11 | 0.21% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Wellington Shields Capital Management, LLC | 8 | 3 | 0.04% | 0.07% | 0.14% | Q1 2015 | Q2 2018 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.12% | 0.18% | 0.29% | Q4 2017 | Q2 2020 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hammer Asset Management, LLC | 11 | 11 | 1.50% | 2.58% | 3.25% | Q2 2018 | Q4 2020 | 11 |
Mitsubishi UFJ Asset Management Co., Ltd. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
TORONTO DOMINION BANK | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 11 |
Empire Life Investments Inc. | 11 | 11 | 0.76% | 1.29% | 2.04% | Q1 2021 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 11 |
Ceredex Value Advisors LLC | 11 | 11 | 0.10% | 0.72% | 1.62% | Q2 2020 | Q4 2022 | 11 |
CAXTON ASSOCIATES LP | 7 | 1 | 0.03% | 0.13% | 0.27% | Q1 2020 | Q2 2023 | 11 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 11 | 11 | 0.26% | 0.28% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Phoenix Wealth Advisors | 6 | 5 | 0.17% | 0.22% | 0.27% | Q4 2020 | Q3 2023 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 10 | 1 | 0.03% | 0.06% | 0.08% | Q1 2015 | Q3 2018 | 11 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Tributary Capital Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
THOMPSON DAVIS & CO., INC. | 10 | 1 | 0.02% | 0.42% | 0.88% | Q2 2015 | Q1 2018 | 11 |
Euclidean Technologies Management, LLC | 10 | 10 | 0.99% | 1.99% | 2.41% | Q2 2017 | Q3 2019 | 10 |
MCMORGAN & CO LLC | 10 | 10 | 0.24% | 0.31% | 0.44% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 9 | 1 | 0.01% | 0.04% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Edgestream Partners, L.P. | 10 | 10 | 0.06% | 0.33% | 0.60% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 10 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 10 | 10 | 0.08% | 0.09% | 0.11% | Q3 2019 | Q4 2021 | 10 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Rikoon Group, LLC | 10 | 10 | 0.28% | 0.43% | 0.71% | Q3 2016 | Q4 2018 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 2 | 0.00% | 0.05% | 0.13% | Q2 2018 | Q4 2022 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.02% | 0.02% | 0.03% | Q2 2010 | Q3 2023 | 10 |
COLONY GROUP LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2020 | 10 |
JENSEN INVESTMENT MANAGEMENT INC | 10 | 10 | 0.02% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Horizon Kinetics | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 10 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.11% | 0.28% | Q4 2015 | Q2 2022 | 10 |
DEARBORN PARTNERS LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 10 |
KIRR MARBACH & CO LLC /IN/ | 10 | 10 | 2.05% | 2.28% | 2.64% | Q3 2015 | Q4 2017 | 10 |
Ariel Investments | 9 | 1 | 0.01% | 1.89% | 2.56% | Q2 2013 | Q3 2023 | 10 |
Advisors Capital Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 10 |
Chevy Chase Trust Holdings, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q1 2021 | 10 |
Heritage Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Simplicity Solutions, LLC | 9 | 1 | 0.01% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 10 |
SII INVESTMENTS INC/WI | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2017 | 10 |
Parsec Financial Management, Inc. | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q4 2019 | 10 |
HALSEY ASSOCIATES INC/CT | 10 | 10 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2017 | 10 |
North Star Investment Management Corp. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 10 |
Ethic Inc. | 10 | 10 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PRIVATE TRUST CO NA | 6 | 4 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2021 | 10 |
MENTA CAPITAL LLC | 3 | 1 | 0.04% | 0.20% | 0.40% | Q2 2013 | Q4 2018 | 10 |
Leith Wheeler Investment Counsel Ltd. | 10 | 10 | 0.78% | 1.09% | 1.31% | Q3 2021 | Q4 2023 | 10 |
Cornerstone Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
OXFORD ASSET MANAGEMENT LLP | 7 | 3 | 0.01% | 0.05% | 0.10% | Q2 2017 | Q4 2019 | 10 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q4 2017 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Seelaus Asset Management LLC | 7 | 1 | 0.23% | 0.38% | 0.56% | Q4 2019 | Q2 2022 | 9 |
SEGALL BRYANT & HAMILL, LLC | 5 | 4 | 0.02% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q4 2019 | 9 |
Brookstone Capital Management | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 9 |
EdgePoint Investment Group Inc. | 9 | 9 | 1.00% | 2.18% | 2.70% | Q3 2021 | Q3 2023 | 9 |
GREENLEAF TRUST | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 9 |
Amundi | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Cerity Partners LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q2 2019 | 9 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 9 |
Sciencast Management LP | 3 | 1 | 0.05% | 0.20% | 0.43% | Q3 2018 | Q2 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2015 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 1 | 0.00% | 0.06% | 0.15% | Q1 2020 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2020 | 9 |
Empirical Finance, LLC | 9 | 9 | 0.30% | 0.67% | 1.05% | Q4 2016 | Q4 2018 | 9 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 9 |
MARTIN CAPITAL MANAGEMENT LLC | 9 | 9 | 13.25% | 16.57% | 24.11% | Q2 2013 | Q2 2015 | 9 |
Marshall Financial Group LLC | 6 | 3 | 0.24% | 0.31% | 0.36% | Q2 2021 | Q3 2023 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.06% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Calvert Investment Management, Inc. | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q4 2016 | 9 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 9 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q4 2021 | 9 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 9 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.02% | 0.17% | 0.56% | Q4 2016 | Q3 2023 | 9 |
CADENCE CAPITAL MANAGEMENT LLC | 7 | 2 | 0.03% | 0.08% | 0.11% | Q2 2014 | Q2 2017 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 9 |
Foothills Asset Management, Ltd. | 9 | 9 | 1.42% | 1.61% | 1.74% | Q1 2018 | Q1 2020 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
JLB & ASSOCIATES INC | 9 | 9 | 0.09% | 0.16% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Redwood Investment Management, LLC | 4 | 4 | 0.16% | 0.74% | 1.23% | Q1 2019 | Q3 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q2 2022 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.08% | 0.22% | 0.46% | Q2 2014 | Q3 2018 | 8 |
GW&K Investment Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 8 |
Teza Capital Management LLC | 4 | 1 | 0.07% | 0.28% | 0.78% | Q3 2018 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.38% | 0.57% | 0.73% | Q4 2021 | Q3 2023 | 8 |
RELIANCE TRUST CO OF DELAWARE | 5 | 3 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 8 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 8 |
Zhang Financial LLC | 5 | 3 | 0.07% | 0.09% | 0.10% | Q2 2019 | Q2 2021 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2015 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.36% | 0.88% | 1.40% | Q2 2013 | Q1 2015 | 8 |
Zurich Insurance Group Ltd/FI | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q1 2018 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q1 2021 | 8 |
Silver Lake Advisory, LLC | 8 | 8 | 0.15% | 0.17% | 0.18% | Q3 2016 | Q2 2018 | 8 |
Independent Advisor Alliance | 8 | 8 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
ZACKS INVESTMENT MANAGEMENT | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.15% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Calamos Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Verity Asset Management, Inc. | 5 | 3 | 0.20% | 0.35% | 0.57% | Q3 2015 | Q4 2017 | 8 |
Bruderman Asset Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2021 | 8 |
LVM CAPITAL MANAGEMENT LTD/MI | 5 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
TURNER INVESTMENTS LLC | 8 | 8 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q1 2015 | 8 |
ROTHSCHILD INVESTMENT LLC /IL | 8 | 8 | 0.03% | 0.04% | 0.07% | Q3 2014 | Q2 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2021 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 8 | 8 | 0.33% | 0.36% | 0.40% | Q3 2016 | Q2 2018 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 2 | 0.03% | 0.18% | 0.39% | Q2 2021 | Q2 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 8 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 8 | 8 | 1.59% | 2.69% | 3.47% | Q2 2016 | Q1 2018 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Certified Advisory Corp | 8 | 8 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2019 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q4 2016 | Q3 2018 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Polar Asset Management Partners Inc. | 6 | 2 | 0.00% | 0.43% | 0.80% | Q1 2015 | Q1 2021 | 8 |
Eagle Bay Advisors LLC | 5 | 3 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
DEERE & CO | 5 | 3 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 8 |
OKABENA INVESTMENT SERVICES INC | 8 | 8 | 0.00% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.22% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
MARATHON CAPITAL MANAGEMENT | 8 | 8 | 0.17% | 0.34% | 0.52% | Q3 2013 | Q2 2015 | 8 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q4 2019 | 8 |
GRIFFIN ASSET MANAGEMENT, INC. | 8 | 8 | 0.12% | 0.14% | 0.18% | Q3 2017 | Q2 2019 | 8 |
PARNASSUS INVESTMENTS, LLC | 8 | 8 | 0.05% | 0.26% | 0.41% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Simmons Bank | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.07% | 0.16% | 0.30% | Q1 2020 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Beutel, Goodman & Co Ltd. | 8 | 8 | 0.82% | 0.92% | 1.17% | Q4 2021 | Q3 2023 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.12% | 0.16% | 0.21% | Q2 2013 | Q1 2015 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Natixis Investment Managers International | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
WELCH CAPITAL PARTNERS LLC/NY | 8 | 8 | 1.99% | 2.74% | 3.40% | Q3 2015 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 5 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2021 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.06% | 0.39% | 0.77% | Q1 2018 | Q4 2019 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.04% | 0.12% | 0.25% | Q2 2015 | Q4 2019 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Brand Asset Management Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.06% | 0.13% | 0.17% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Skylands Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q3 2016 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 7 | 7 | 0.11% | 0.26% | 0.31% | Q4 2020 | Q2 2022 | 7 |
Concord Wealth Partners | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.32% | 0.68% | Q1 2018 | Q1 2023 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.08% | 0.18% | 0.59% | Q4 2014 | Q2 2016 | 7 |
Airain ltd | 2 | 1 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2017 | 7 |
CrestPoint Capital Management, LLC | 5 | 2 | 0.08% | 0.13% | 0.20% | Q4 2014 | Q1 2017 | 7 |
Palouse Capital Management, Inc. | 4 | 3 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q1 2018 | 7 |
LOMBARDIA CAPITAL PARTNERS LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.08% | 0.26% | Q3 2013 | Q4 2020 | 7 |
SPEECE THORSON CAPITAL GROUP INC | 7 | 7 | 1.49% | 2.55% | 3.69% | Q1 2022 | Q3 2023 | 7 |
Cambria Investment Management, L.P. | 7 | 7 | 0.18% | 0.23% | 0.31% | Q2 2018 | Q4 2019 | 7 |
PSI Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 7 |
ALGERT GLOBAL LLC | 5 | 2 | 0.03% | 0.21% | 0.47% | Q3 2021 | Q3 2023 | 7 |
Kenmare Capital Partners, L.L.C. | 7 | 7 | 2.97% | 4.21% | 4.98% | Q2 2016 | Q4 2017 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q2 2020 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
TimesSquare Capital Management, LLC | 7 | 7 | 0.17% | 0.21% | 0.23% | Q1 2020 | Q3 2021 | 7 |
Empowered Funds, LLC | 5 | 1 | 0.22% | 1.09% | 1.60% | Q1 2017 | Q1 2020 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Financial Advantage, Inc. | 7 | 7 | 2.19% | 2.93% | 3.69% | Q3 2015 | Q1 2017 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Malaga Cove Capital, LLC | 7 | 7 | 0.36% | 0.45% | 0.52% | Q1 2019 | Q3 2020 | 7 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 7 |
GAM SYSTEMATIC LLP | 3 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q1 2017 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Advisory Alpha, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 3 | 0.02% | 0.12% | 0.38% | Q2 2014 | Q3 2016 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.06% | 0.19% | 0.29% | Q3 2020 | Q1 2022 | 7 |
Legg Mason Asset Management (Japan) Co., Ltd. | 7 | 7 | 0.37% | 0.38% | 0.42% | Q4 2014 | Q2 2016 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.06% | 0.07% | 0.12% | Q2 2013 | Q4 2014 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Banco de Sabadell, S.A | 3 | 2 | 0.06% | 0.14% | 0.24% | Q2 2018 | Q3 2020 | 7 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q1 2019 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.16% | 0.27% | 0.40% | Q4 2013 | Q2 2015 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.22% | 0.38% | Q2 2019 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2019 | 7 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q4 2018 | 6 |
First Eagle Investment Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 6 |
Formidable Asset Management, LLC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q4 2022 | 6 |
Qtron Investments LLC | 6 | 6 | 0.09% | 0.14% | 0.16% | Q3 2019 | Q4 2020 | 6 |
Oak Thistle LLC | 4 | 1 | 0.11% | 0.51% | 1.45% | Q4 2021 | Q3 2023 | 6 |
180 WEALTH ADVISORS, LLC | 6 | 6 | 0.33% | 0.42% | 0.51% | Q1 2019 | Q2 2020 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Horizon Investment Services, LLC | 3 | 3 | 0.13% | 0.70% | 1.53% | Q2 2014 | Q1 2017 | 6 |
Legacy Advisors, LLC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2014 | 6 |
Krilogy Financial LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Apex Capital Management | 6 | 6 | 0.70% | 0.80% | 0.87% | Q4 2013 | Q1 2015 | 6 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.09% | 0.52% | Q3 2013 | Q2 2016 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.02% | 0.04% | 0.11% | Q4 2021 | Q1 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.20% | 0.27% | 0.31% | Q3 2018 | Q4 2019 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.17% | 0.40% | 0.65% | Q2 2017 | Q3 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Unigestion Holding SA | 3 | 3 | 0.02% | 0.09% | 0.15% | Q1 2019 | Q3 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.00% | 0.29% | 0.50% | Q3 2013 | Q4 2014 | 6 |
Tidal Investments LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
Alaska Permanent Fund Corp | 4 | 2 | 0.00% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Opus Capital Group, LLC | 2 | 2 | 0.04% | 0.08% | 0.20% | Q4 2014 | Q1 2017 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.47% | 0.90% | 1.14% | Q1 2016 | Q2 2017 | 6 |
WASATCH ADVISORS LP | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2015 | 6 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
WESTPAC BANKING CORP | 4 | 1 | 0.02% | 0.03% | 0.07% | Q3 2014 | Q3 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 5 | 1 | 0.03% | 0.58% | 0.72% | Q4 2015 | Q2 2017 | 6 |
OSSIAM | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
Montecito Bank & Trust | 6 | 6 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Haverford Trust Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Walthausen & Co., LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2016 | 6 |
Wahed Invest LLC | 5 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 6 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Premier Fund Managers Ltd | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
RBA Wealth Management, LLC | 5 | 1 | 0.16% | 0.52% | 0.98% | Q3 2019 | Q1 2021 | 6 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 5 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.50% | 0.58% | 0.68% | Q2 2022 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Manchester Capital Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.07% | 0.10% | 0.17% | Q2 2022 | Q3 2023 | 6 |
OAKBROOK INVESTMENTS LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2019 | 6 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.32% | 0.92% | Q3 2013 | Q4 2019 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.12% | 0.18% | 0.25% | Q2 2019 | Q2 2023 | 6 |
Haverford Financial Services, Inc. | 6 | 6 | 0.24% | 0.28% | 0.32% | Q3 2021 | Q4 2022 | 6 |
AJO, LP | 3 | 1 | 0.00% | 0.05% | 0.09% | Q3 2013 | Q3 2020 | 6 |
FCF Advisors LLC | 6 | 6 | 0.86% | 1.01% | 1.10% | Q4 2018 | Q1 2020 | 6 |
BP PLC | 5 | 1 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q2 2020 | 6 |
CAMBIAR INVESTORS LLC | 6 | 6 | 0.28% | 0.48% | 0.63% | Q2 2022 | Q3 2023 | 6 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 6 | 6 | 0.72% | 0.91% | 1.20% | Q3 2018 | Q4 2019 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.01% | 0.68% | 1.12% | Q2 2016 | Q4 2017 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q3 2023 | 6 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.05% | 0.11% | 0.23% | Q2 2011 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Princeton Alpha Management LP | 3 | 3 | 0.04% | 0.14% | 0.31% | Q2 2014 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Global X Management CO LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.01% | 0.32% | 0.89% | Q2 2013 | Q4 2019 | 6 |
Invictus RG Pte. Ltd. | 6 | 6 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
AGF INVESTMENTS INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 6 |
WASHINGTON TRUST BANK | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 6 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2017 | 6 |
FMA ADVISORY INC | 5 | 5 | 0.14% | 0.15% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.68% | 1.12% | 1.48% | Q2 2017 | Q2 2018 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
Voit & Company, LLC | 5 | 5 | 0.34% | 0.38% | 0.43% | Q1 2019 | Q1 2020 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.23% | 0.25% | 0.27% | Q1 2021 | Q3 2023 | 5 |
Riverview Trust Co | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.04% | 0.15% | 0.42% | Q3 2013 | Q4 2014 | 5 |
Measured Wealth Private Client Group, LLC | 5 | 5 | 0.25% | 0.29% | 0.35% | Q2 2018 | Q2 2019 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
BKS ADVISORS, LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q1 2015 | Q1 2016 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
Wilson, Kemp & Associates, Inc. | 5 | 5 | 0.45% | 0.64% | 0.91% | Q2 2013 | Q2 2014 | 5 |
APG Asset Management N.V. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2020 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2016 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2016 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q2 2021 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 5 |
USCA RIA LLC | 5 | 5 | 0.26% | 0.30% | 0.31% | Q4 2014 | Q4 2015 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
Carnick & Kubik, LLC | 5 | 5 | 0.85% | 0.92% | 1.13% | Q2 2013 | Q2 2014 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.04% | 0.15% | Q3 2019 | Q2 2022 | 5 |
Man Investments Ltd | 5 | 5 | 0.08% | 0.22% | 0.49% | Q2 2013 | Q2 2014 | 5 |
Dynamic Capital Management Ltd | 3 | 1 | 0.08% | 0.17% | 0.34% | Q2 2014 | Q1 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.23% | 0.34% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 2 | 0.14% | 0.19% | 0.22% | Q3 2016 | Q1 2019 | 5 |
ICON ADVISERS INC/CO | 5 | 5 | 0.22% | 0.36% | 0.47% | Q3 2022 | Q3 2023 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 5 |
REGIONS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
MAVERICK CAPITAL LTD | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Decatur Capital Management, Inc. | 4 | 1 | 0.55% | 0.93% | 1.13% | Q2 2013 | Q3 2021 | 5 |
Nishkama Capital, LLC | 2 | 1 | 0.45% | 1.20% | 2.93% | Q2 2020 | Q4 2022 | 5 |
Veritable, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 5 |
Boston Trust Walden Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Laurus Investment Counsel Inc. | 5 | 5 | 0.23% | 0.26% | 0.30% | Q4 2017 | Q4 2018 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q2 2019 | 5 |
Retirement Group, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2015 | Q1 2023 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 2 | 0.41% | 0.48% | 0.52% | Q3 2014 | Q3 2018 | 5 |
Granite Investment Advisors, LLC | 5 | 5 | 0.68% | 0.86% | 0.96% | Q2 2015 | Q2 2016 | 5 |
PITCAIRN CO | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2013 | Q3 2014 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.12% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Northwest Bancshares, Inc. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q3 2021 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q2 2018 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.02% | 0.11% | 0.21% | Q1 2017 | Q1 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
State of Wyoming | 3 | 2 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Domani Wealth, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2015 | Q3 2016 | 5 |
Gyon Technologies Capital Management, LP | 5 | 5 | 0.16% | 0.24% | 0.36% | Q1 2021 | Q1 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Alambic Investment Management, L.P. | 5 | 5 | 0.10% | 0.69% | 1.12% | Q4 2018 | Q4 2019 | 5 |
Cove Street Capital, LLC | 4 | 4 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q2 2018 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 4 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 4 |
Level Financial Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 4 |
BRC Investment Management LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q4 2014 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
TLP GROUP LLC | 2 | 2 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q3 2018 | 4 |
TOTH FINANCIAL ADVISORY CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
New Century Advisors, LLC | 4 | 4 | 0.24% | 0.28% | 0.31% | Q4 2021 | Q3 2022 | 4 |
Atom Investors LP | 2 | 1 | 0.02% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SkyOak Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q4 2021 | 4 |
Omnia Family Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.19% | 0.56% | Q3 2020 | Q1 2022 | 4 |
BANK OF HAWAII | 3 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2019 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 4 | 4 | 0.34% | 0.41% | 0.49% | Q1 2016 | Q4 2016 | 4 |
GREENUP STREET WEALTH MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
ING GROEP NV | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 4 |
Thematics Asset Management | 4 | 4 | 0.52% | 0.59% | 0.66% | Q4 2022 | Q3 2023 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
SECOR Capital Advisors, LP | 1 | 1 | 0.06% | 0.10% | 0.16% | Q1 2015 | Q1 2018 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 1.10% | 1.15% | 1.27% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Grace Capital | 4 | 4 | 0.84% | 0.96% | 1.11% | Q1 2018 | Q4 2018 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Spark Investment Management LLC | 4 | 4 | 0.08% | 0.26% | 0.40% | Q2 2019 | Q1 2020 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
OSTRUM ASSET MANAGEMENT | 3 | 1 | 0.01% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 4 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.04% | 0.23% | 0.49% | Q4 2019 | Q4 2021 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q1 2015 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Five Oceans Asset Management LTD | 4 | 4 | 1.01% | 1.16% | 1.30% | Q3 2011 | Q2 2012 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 4 |
TFC Financial Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
SEI TRUST CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 4 |
WHALEROCK POINT PARTNERS, LLC | 4 | 4 | 0.13% | 0.18% | 0.26% | Q2 2017 | Q1 2018 | 4 |
TOBAM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
Taylor Wealth Management Partners | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 4 | 4 | 0.05% | 0.24% | 0.41% | Q3 2013 | Q2 2014 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aptus Capital Advisors, LLC | 4 | 4 | 0.08% | 0.26% | 0.46% | Q4 2018 | Q3 2019 | 4 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Krane Funds Advisors LLC | 4 | 4 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q1 2021 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.27% | 0.34% | 0.38% | Q4 2020 | Q3 2021 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2019 | 4 |
DDD Partners, LLC | 4 | 4 | 1.03% | 1.15% | 1.31% | Q4 2020 | Q3 2021 | 4 |
BHF Kleinwort Benson Group S.A. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q1 2016 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Pinnacle Summer Investments, Inc. | 3 | 1 | 0.02% | 0.09% | 0.15% | Q3 2014 | Q3 2015 | 4 |
Capital Bank & Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 4 |
Lingohr Asset Management GmbH | 4 | 4 | 0.71% | 0.83% | 0.93% | Q2 2018 | Q1 2019 | 4 |
Legacy Trust | 4 | 4 | 0.86% | 0.91% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Robeco Schweiz AG | 3 | 1 | 0.14% | 0.29% | 0.37% | Q2 2013 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Magnus Financial Group LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 4 |
Founders Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
PEG CAPITAL MANAGEMENT INC /NH/ | 4 | 4 | 0.73% | 2.03% | 2.71% | Q2 2014 | Q1 2015 | 4 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.04% | 0.05% | Q3 2018 | Q4 2021 | 4 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.10% | 0.12% | 0.13% | Q4 2017 | Q4 2021 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Fairfax Financial Holdings | 4 | 4 | 0.01% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
HC FINANCIAL ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Ergoteles LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q2 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.14% | 0.17% | 0.18% | Q4 2017 | Q3 2018 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 2.26% | 2.47% | 2.68% | Q3 2013 | Q2 2014 | 4 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q2 2016 | Q1 2017 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2015 | 4 |
6 Meridian | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q1 2021 | 4 |
Jupiter Investment Management Ltd | 1 | 1 | 0.04% | 0.07% | 0.13% | Q3 2013 | Q1 2020 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 1 | 0.31% | 0.54% | 0.93% | Q3 2016 | Q3 2017 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q4 2019 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Claar Advisors LLC | 2 | 1 | 0.77% | 2.15% | 3.11% | Q2 2016 | Q3 2017 | 3 |
Montanaro Asset Management Ltd | 3 | 3 | 0.52% | 0.58% | 0.65% | Q4 2020 | Q2 2021 | 3 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 3 | 3 | 0.78% | 0.84% | 0.89% | Q3 2016 | Q1 2017 | 3 |
SAMLYN CAPITAL, LLC | 3 | 3 | 0.11% | 0.22% | 0.37% | Q4 2016 | Q2 2017 | 3 |
Hirtle Callaghan & Co LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Tibra Equities Europe Ltd | 1 | 1 | 0.02% | 0.07% | 0.16% | Q4 2017 | Q2 2019 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FORTALEZA ASSET MANAGEMENT INC/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.30% | 0.30% | 0.31% | Q4 2022 | Q2 2023 | 3 |
CWS Financial Advisors, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2022 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.20% | 0.33% | Q4 2018 | Q4 2020 | 3 |
Rafferty Asset Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.07% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 3 |
Global Alpha Capital Management Ltd. | 3 | 3 | 2.93% | 3.64% | 4.40% | Q2 2013 | Q4 2013 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.84% | 0.96% | 1.03% | Q4 2015 | Q2 2016 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.00% | 1.46% | 2.26% | Q4 2013 | Q2 2014 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q2 2017 | 3 |
LINCLUDEN MANAGEMENT LTD | 3 | 3 | 0.42% | 0.46% | 0.51% | Q1 2023 | Q3 2023 | 3 |
GAM Holding AG | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cinctive Capital Management LP | 1 | 1 | 0.05% | 0.36% | 0.52% | Q1 2020 | Q3 2023 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Straight Path Wealth Management | 3 | 3 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q2 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Arden Trust Co | 3 | 3 | 0.05% | 0.10% | 0.13% | Q2 2023 | Q4 2023 | 3 |
Orinda Asset Management LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Shay Capital LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q1 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2018 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.04% | 0.13% | 0.28% | Q1 2017 | Q4 2019 | 3 |
Counterpoint Mutual Funds LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q3 2023 | 3 |
Portolan Capital Management | 3 | 3 | 0.27% | 0.35% | 0.39% | Q2 2015 | Q4 2015 | 3 |
Artemis Investment Management LLP | 3 | 3 | 0.25% | 0.28% | 0.31% | Q3 2014 | Q1 2015 | 3 |
MorganRosel Wealth Management, LLC | 3 | 3 | 0.52% | 0.54% | 0.57% | Q4 2019 | Q2 2020 | 3 |
Vestcor Inc | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Owls Nest Partners IA, LLC | 2 | 1 | 0.16% | 0.21% | 0.30% | Q4 2021 | Q2 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Triodos Investment Management BV | 3 | 3 | 2.10% | 2.29% | 2.49% | Q1 2023 | Q3 2023 | 3 |
BURNEY CO/ | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.09% | 0.13% | Q2 2022 | Q3 2023 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q1 2017 | 3 |
Pearl River Capital, LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q4 2019 | Q2 2022 | 3 |
SG Capital Management LLC | 2 | 1 | 1.04% | 2.23% | 2.99% | Q3 2020 | Q3 2023 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q3 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
NICOLA WEALTH MANAGEMENT LTD. | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2020 | Q3 2020 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2016 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.04% | 0.21% | 0.30% | Q3 2019 | Q3 2020 | 3 |
Lyons Wealth Management, LLC. | 3 | 3 | 0.85% | 1.05% | 1.24% | Q1 2017 | Q3 2017 | 3 |
Zions Bancorporation | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Atlas Brown,Inc. | 2 | 1 | 0.13% | 0.14% | 0.16% | Q3 2019 | Q2 2020 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.33% | 0.34% | 0.34% | Q1 2021 | Q3 2021 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Harvey Partners, LLC | 3 | 3 | 0.80% | 1.09% | 1.44% | Q4 2017 | Q2 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
EAM Investors, LLC | 2 | 1 | 0.34% | 0.64% | 1.16% | Q4 2019 | Q4 2020 | 3 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
Glenview Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VALLEY NATIONAL BANCORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 3 |
UBS OCONNOR LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
TradeLink Capital LLC | 1 | 1 | 0.32% | 0.48% | 0.56% | Q2 2015 | Q3 2016 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Ifrah Financial Services, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
HighVista Strategies LLC | 2 | 1 | 0.10% | 0.12% | 0.15% | Q2 2017 | Q2 2018 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.17% | 0.27% | Q3 2017 | Q1 2020 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 3 |
PROSPECTOR PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Gulf International Bank (UK) Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 3 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.18% | 0.42% | 0.55% | Q2 2014 | Q1 2016 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2015 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2016 | Q2 2023 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Mirae Asset Global Investments Co., Ltd. | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2017 | Q2 2017 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.54% | 0.57% | 0.61% | Q2 2018 | Q3 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.34% | 0.42% | 0.50% | Q4 2021 | Q3 2022 | 2 |
BROOKTREE CAPITAL MANAGEMENT | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Aristides Capital LLC | 2 | 2 | 0.15% | 0.33% | 0.51% | Q4 2019 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q2 2013 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.78% | 0.78% | 0.78% | Q1 2023 | Q2 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q1 2023 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q1 2017 | 2 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.56% | 0.56% | 0.57% | Q1 2023 | Q2 2023 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.05% | 0.14% | 0.23% | Q2 2014 | Q3 2015 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.55% | 0.60% | 0.65% | Q4 2019 | Q2 2020 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Crestwood Capital Management, L.P. | 1 | 1 | 0.40% | 0.68% | 0.96% | Q3 2013 | Q1 2014 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.26% | 0.30% | 0.34% | Q4 2018 | Q1 2020 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q1 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.40% | 0.45% | 0.51% | Q3 2018 | Q4 2019 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.24% | 0.31% | 0.38% | Q3 2017 | Q4 2017 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.04% | 0.08% | Q3 2023 | Q4 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.31% | 0.36% | 0.41% | Q4 2019 | Q2 2020 | 2 |
Knuff & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Credo Capital Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q4 2013 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.38% | 0.45% | 0.52% | Q4 2020 | Q2 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.65% | 0.66% | 0.67% | Q2 2013 | Q3 2013 | 2 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2015 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q1 2015 | Q2 2015 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q3 2014 | Q4 2015 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q1 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.33% | 0.34% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Pinz Capital Management, LP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Granite Point Capital Management, L.P. | 1 | 1 | 1.00% | 1.09% | 1.17% | Q1 2015 | Q3 2015 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2014 | Q3 2014 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.13% | 0.25% | Q2 2017 | Q3 2017 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Kepos Capital LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New England Investment & Retirement Group, Inc. | 2 | 2 | 1.12% | 1.22% | 1.32% | Q3 2014 | Q4 2014 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.12% | 0.15% | 0.17% | Q1 2014 | Q2 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q2 2018 | Q1 2019 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Candlestick Capital Management LP | 2 | 2 | 0.89% | 1.29% | 1.69% | Q3 2022 | Q4 2022 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.67% | 0.72% | 0.77% | Q2 2013 | Q3 2013 | 2 |
NEW YORK LIFE TRUST CO | 2 | 2 | 0.42% | 0.43% | 0.44% | Q2 2013 | Q3 2013 | 2 |
Concentric Capital Strategies, LP | 1 | 1 | 0.07% | 0.39% | 0.70% | Q2 2022 | Q3 2023 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2021 | 2 |
COUNTRY FUND MANAGEMENT | 2 | 2 | 1.63% | 1.86% | 2.09% | Q2 2013 | Q3 2013 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.31% | 0.47% | 0.62% | Q3 2018 | Q1 2019 | 2 |
INVESCO, LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Quarry LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAPE COD FIVE CENTS SAVINGS BANK | 2 | 2 | 0.15% | 0.17% | 0.20% | Q1 2017 | Q2 2017 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.03% | 0.37% | 0.71% | Q4 2019 | Q3 2023 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q1 2016 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
NKCFO LLC | 2 | 2 | 0.04% | 0.12% | 0.19% | Q4 2019 | Q1 2020 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.46% | 0.49% | 0.52% | Q3 2020 | Q4 2020 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 2 |
Emerson Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 2 |
NVWM, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
Hikari Power Ltd | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.42% | 0.42% | 0.42% | Q4 2013 | Q1 2014 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Brookfield Asset Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 1.16% | 1.20% | 1.23% | Q4 2014 | Q1 2015 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Cordatus Wealth Management LLC | 2 | 2 | 0.85% | 0.86% | 0.87% | Q3 2019 | Q4 2019 | 2 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2017 | Q2 2017 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Red Cedar Management, LP | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2018 | Q1 2018 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Polianta Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
AIA Group Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 4.57% | 4.57% | 4.57% | Q1 2020 | Q1 2020 | 1 |
NEXT CENTURY GROWTH INVESTORS LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2015 | Q4 2015 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2014 | Q4 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CRITERION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
FIFTHDELTA Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2014 | Q2 2014 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Waverton Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Buttonwood Financial Advisors Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
FIRST CITIZENS BANCORPORATION INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
GRAND WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
STEPH & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2018 | Q1 2018 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BRADLEY FOSTER & SARGENT INC/CT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Bronson Point Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Cupps Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
CX Institutional | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q1 2015 | Q1 2015 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MID CONTINENT CAPITAL LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2019 | Q3 2019 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Sunnymeath Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
WEATHERLY ASSET MANAGEMENT L. P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2016 | Q3 2016 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
INTECH INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WMS Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
HWG Holdings LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2013 | Q4 2013 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2018 | Q3 2018 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Telemark Asset Management, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2015 | Q1 2015 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
WADE G W & INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Invictus RG | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Covea Finance | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2013 | Q2 2013 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pergamon Offshore Advisors, L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2014 | Q4 2014 | 1 |
Realta Investment Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 5.78% | 5.78% | 5.78% | Q4 2018 | Q4 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own GENTEX CORP or have owned GENTEX CORP in the past.