Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 69 |
Citadel Advisors | 26 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 62 |
GOLDMAN SACHS GROUP INC | 30 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 0.10% | 0.18% | 0.24% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.00% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 41 |
BARD ASSOCIATES INC | 40 | 40 | 0.32% | 0.61% | 0.77% | Q2 2013 | Q1 2023 | 40 |
Renaissance Technologies | 39 | 39 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 39 |
Sumitomo Mitsui Trust Holdings, Inc. | 38 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
ALBERT D MASON INC | 39 | 39 | 0.32% | 0.80% | 1.21% | Q2 2013 | Q4 2022 | 39 |
LSV ASSET MANAGEMENT | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 31 | 7 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
ADIRONDACK TRUST CO | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
US BANCORP \DE\ | 36 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 37 |
TWO SIGMA ADVISERS, LP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
ALLIANCEBERNSTEIN L.P. | 21 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 16 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q4 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 36 |
TWO SIGMA INVESTMENTS, LP | 31 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 35 |
D.A. DAVIDSON & CO. | 20 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
MARTINGALE ASSET MANAGEMENT L P | 35 | 35 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q4 2022 | 35 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
BARCLAYS PLC | 32 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 34 |
PEAK6 Group LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2018 | 33 |
BANK OF MONTREAL /CAN/ | 32 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 33 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
PRUDENTIAL FINANCIAL INC | 18 | 12 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 30 |
Versant Capital Management, Inc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2023 | 30 |
MILLENNIUM MANAGEMENT LLC | 20 | 3 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2022 | 30 |
RMR Advisors LLC | 30 | 30 | 0.15% | 0.40% | 0.77% | Q2 2013 | Q3 2020 | 30 |
Geneos Wealth Management Inc. | 23 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2020 | 29 |
Cutler Group LLC / CA | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 29 |
TRUST CO OF VERMONT | 22 | 6 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 18 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2020 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.66% | 1.73% | 2.87% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Aperio Group, LLC | 21 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 26 |
Glassman Wealth Services | 24 | 2 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 26 |
AQR Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 26 |
Boston Partners | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
AMERIPRISE FINANCIAL INC | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 25 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 24 |
GSA CAPITAL PARTNERS LLP | 12 | 1 | 0.02% | 0.06% | 0.13% | Q1 2015 | Q3 2022 | 23 |
SMITH ASSET MANAGEMENT GROUP LP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2019 | 23 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
State of Alaska, Department of Revenue | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Foundry Partners, LLC | 13 | 6 | 0.06% | 0.14% | 0.23% | Q4 2013 | Q2 2022 | 19 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 19 |
RAYMOND JAMES & ASSOCIATES | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
UBS ASSET MANAGEMENT AMERICAS INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
Advisors Asset Management, Inc. | 11 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 19 |
PANAGORA ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
LPL Financial LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.04% | 0.11% | 0.54% | Q4 2019 | Q4 2023 | 17 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 17 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 17 |
Penserra Capital Management LLC | 9 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 17 |
Cetera Advisor Networks LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 16 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 7 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 10 | 6 | 0.01% | 0.67% | 1.45% | Q1 2014 | Q2 2022 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Baird Financial Group, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 16 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Independent Portfolio Consultants, Inc. | 15 | 15 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q2 2017 | 15 |
Sound Income Strategies, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
GLOBEFLEX CAPITAL L P | 12 | 2 | 0.00% | 0.37% | 0.73% | Q3 2019 | Q2 2023 | 14 |
Russell Investments Group, Ltd. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2016 | 13 |
Cedar Mountain Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 13 |
TRUST CO OF TOLEDO NA /OH/ | 13 | 13 | 0.10% | 0.21% | 0.33% | Q2 2013 | Q2 2016 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 12 | 1 | 0.07% | 0.13% | 0.19% | Q1 2020 | Q2 2023 | 13 |
Samalin Investment Counsel, LLC | 13 | 13 | 0.25% | 0.35% | 0.42% | Q3 2020 | Q3 2023 | 13 |
FIFTH THIRD BANCORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.08% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Edge Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
AXA S.A. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 12 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 12 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
First National Bank of Mount Dora, Trust Investment Services | 12 | 12 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q4 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
MEEDER ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
Pflug Koory, LLC | 11 | 11 | 0.01% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Candriam S.C.A. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 11 |
WINTON GROUP Ltd | 6 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2021 | 11 |
WOLVERINE TRADING, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 11 |
Arizona State Retirement System | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
SIGNATUREFD, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
Ellevest, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2022 | 10 |
QS Investors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
OXFORD ASSET MANAGEMENT LLP | 9 | 9 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2019 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 4 | 0.09% | 0.11% | 0.12% | Q4 2016 | Q1 2019 | 9 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 9 |
Steward Partners Investment Advisory, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 9 |
FRANKLIN RESOURCES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 8 |
TCI Wealth Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 6 | 2 | 0.18% | 0.91% | 1.32% | Q1 2020 | Q3 2022 | 8 |
XML Financial, LLC | 5 | 3 | 0.81% | 0.98% | 1.24% | Q3 2021 | Q3 2023 | 8 |
SEI INVESTMENTS CO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 8 |
OLIO Financial Planning | 8 | 8 | 0.33% | 0.55% | 0.89% | Q4 2021 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Private Advisor Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
INTRUST BANK NA | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Sonora Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Allspring Global Investments Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
EMC Capital Management | 7 | 7 | 0.08% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
BTC Capital Management, Inc. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 7 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Mizuho Trust & Banking Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Pinnacle Summer Investments, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Cetera Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Cubist Systematic Strategies, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2022 | 6 |
Horizon Investments, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q4 2016 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q1 2022 | 6 |
Nine Chapters Capital Management LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2015 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 0.10% | 0.13% | 0.16% | Q3 2015 | Q4 2016 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
AMERICAN CENTURY COMPANIES INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Meiji Yasuda Asset Management Co Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 6 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
WealthTrust-Arizona, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
CHICAGO EQUITY PARTNERS LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q2 2019 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.04% | 0.15% | Q2 2014 | Q3 2015 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.05% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Redmond Asset Management, LLC | 5 | 5 | 0.23% | 0.27% | 0.31% | Q2 2013 | Q2 2014 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Addison Capital Co | 5 | 5 | 0.19% | 0.20% | 0.21% | Q4 2013 | Q4 2014 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q4 2021 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Omnia Family Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
FORSTA AP-FONDEN | 3 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 5 |
Greenspring Advisors, LLC | 4 | 1 | 0.11% | 0.20% | 0.25% | Q4 2021 | Q1 2023 | 5 |
Vestcor Inc | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q1 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 5 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 5 | 5 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q4 2022 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.19% | 0.37% | 0.71% | Q4 2021 | Q4 2022 | 5 |
Ancora Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.18% | 0.23% | 0.34% | Q4 2022 | Q3 2023 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
State of Wyoming | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 4 |
WILEN INVESTMENT MANAGEMENT CORP. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
TORONTO DOMINION BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RAYMOND JAMES TRUST N.A. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q2 2016 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2020 | 4 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.76% | 0.84% | 0.95% | Q4 2022 | Q3 2023 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2016 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Rehmann Capital Advisory Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
ARROW FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
AJO, LP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 4 |
GLENMEDE TRUST CO NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 4 |
TFS CAPITAL LLC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q2 2015 | 4 |
CastleKnight Management LP | 2 | 2 | 0.05% | 0.25% | 0.49% | Q2 2023 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2019 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
KBC Group NV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 3 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q3 2015 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 3 |
Cerity Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2017 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2016 | Q1 2019 | 3 |
JANUS HENDERSON GROUP PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Versor Investments LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
IMA Wealth, Inc. | 2 | 2 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q3 2013 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Virtu Financial LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 2 |
Piermont Capital Management Inc. | 2 | 2 | 0.70% | 0.75% | 0.79% | Q3 2017 | Q4 2017 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q3 2019 | Q4 2019 | 2 |
NWAM LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
DELPHI MANAGEMENT INC /MA/ | 2 | 2 | 0.38% | 0.51% | 0.64% | Q2 2019 | Q3 2019 | 2 |
Grace Capital | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q3 2015 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q3 2019 | Q1 2020 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Numeric Investors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Firestone Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 2 |
ASSETMARK, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
CenterBook Partners LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2016 | 2 |
MACKAY SHIELDS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Orinda Asset Management LLC | 2 | 2 | 0.47% | 1.14% | 1.80% | Q3 2016 | Q4 2016 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Autus Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
First Western Capital Management Co | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Global X Management CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIRST TRUST ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2021 | Q4 2021 | 1 |
Caprock Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PARADIGM ASSET MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2020 | Q3 2020 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
EAM Investors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own GLADSTONE COML CORP or have owned GLADSTONE COML CORP in the past.