Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 55 |
Citadel Advisors | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 46 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.07% | 0.50% | 1.01% | Q2 2013 | Q4 2023 | 43 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.06% | 0.36% | 1.67% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.11% | 0.30% | 0.55% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Advisors Capital Management, LLC | 42 | 42 | 0.12% | 0.54% | 1.78% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.12% | 0.56% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 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 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
BLAIR WILLIAM & CO/IL | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 14 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 40 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 40 |
Evercore Wealth Management, LLC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Neuberger Berman Group LLC | 25 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.03% | 0.06% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Pekin Hardy Strauss, Inc. | 39 | 39 | 0.04% | 0.14% | 0.43% | Q2 2013 | Q4 2022 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
NORTHERN TRUST CORP | 22 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 14 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 37 |
Brown Advisory Securities, LLC | 37 | 37 | 0.03% | 0.17% | 0.25% | Q2 2013 | Q2 2022 | 37 |
Allen Investment Management, LLC | 36 | 36 | 0.01% | 0.05% | 0.29% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Muzinich & Co., Inc. | 36 | 36 | 1.16% | 4.64% | 7.62% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Bank of New York Mellon Corp | 20 | 15 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 32 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Edgemoor Investment Advisors, Inc. | 34 | 34 | 0.16% | 0.28% | 0.48% | Q2 2015 | Q3 2023 | 34 |
Homrich & Berg | 34 | 34 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2021 | 34 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 21 | 12 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2023 | 33 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
Veritable, L.P. | 32 | 32 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q2 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.02% | 0.20% | 1.84% | Q1 2016 | Q4 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Lido Advisors, LLC | 31 | 31 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q3 2023 | 31 |
LPL Financial LLC | 23 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 31 |
Mraz, Amerine & Associates, Inc. | 31 | 31 | 0.09% | 0.12% | 0.16% | Q4 2014 | Q2 2022 | 31 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
MCKINLEY CAPITAL MANAGEMENT LLC | 30 | 30 | 0.09% | 0.44% | 0.98% | Q2 2016 | Q3 2023 | 30 |
ADVISORY RESEARCH INC | 25 | 5 | 0.01% | 0.07% | 0.22% | Q4 2013 | Q3 2021 | 30 |
CLOUGH CAPITAL PARTNERS L P | 26 | 4 | 0.06% | 0.92% | 2.73% | Q4 2014 | Q2 2023 | 30 |
D. E. Shaw & Co., Inc. | 22 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 30 |
Focused Wealth Management, Inc | 21 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 30 |
Northeast Financial Consultants Inc | 29 | 29 | 0.08% | 0.16% | 0.38% | Q3 2016 | Q3 2023 | 29 |
HighTower Advisors, LLC | 28 | 1 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 29 |
ARES MANAGEMENT LLC | 15 | 13 | 0.06% | 0.64% | 1.51% | Q2 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 0.04% | 0.69% | 2.03% | Q4 2016 | Q3 2023 | 28 |
North Star Investment Management Corp. | 14 | 6 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2020 | 28 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 27 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 27 | 27 | 0.32% | 0.54% | 0.86% | Q2 2013 | Q4 2019 | 27 |
Wellington Shields Capital Management, LLC | 27 | 27 | 0.08% | 0.12% | 0.23% | Q2 2013 | Q4 2019 | 27 |
FRONT BARNETT ASSOCIATES LLC | 19 | 8 | 0.02% | 0.07% | 0.19% | Q3 2015 | Q4 2022 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 27 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q2 2020 | 27 |
TCW GROUP INC | 24 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 27 |
ClearBridge Investments | 26 | 26 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2019 | 26 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 26 | 26 | 0.02% | 0.14% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 18 | 8 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 26 |
NOVARE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.14% | 0.43% | Q2 2017 | Q3 2023 | 26 |
Evanson Asset Management, LLC | 26 | 26 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 25 |
M&R CAPITAL MANAGEMENT INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 25 |
Cliffwater LLC | 24 | 24 | 2.47% | 4.42% | 8.57% | Q4 2017 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 13 | 11 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 3.05% | 4.40% | 6.73% | Q4 2017 | Q3 2023 | 24 |
DELPHI FINANCIAL GROUP, INC. | 17 | 7 | 0.16% | 0.52% | 1.29% | Q1 2016 | Q1 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 24 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2020 | 23 |
Chicago Partners Investment Group LLC | 10 | 5 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 23 |
FRONTIER INVESTMENT MGMT CO | 23 | 23 | 0.63% | 1.14% | 1.73% | Q4 2014 | Q2 2020 | 23 |
Arnhold LLC | 23 | 23 | 1.57% | 2.22% | 2.64% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 22 | 22 | 0.03% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 22 |
MERIDIAN INVESTMENT COUNSEL INC. | 22 | 22 | 0.11% | 0.24% | 0.40% | Q2 2014 | Q3 2019 | 22 |
Endurance Wealth Management, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 22 |
PEAK6 Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 22 |
Coe Capital Management, LLC | 22 | 22 | 0.09% | 0.56% | 1.08% | Q1 2016 | Q2 2021 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
OMERS ADMINISTRATION Corp | 12 | 9 | 0.03% | 0.55% | 1.10% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 21 |
Atria Investments, Inc | 14 | 7 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 21 |
Next Capital Management LLC | 20 | 20 | 0.04% | 2.56% | 6.33% | Q4 2018 | Q3 2023 | 20 |
People's United Financial, Inc. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2021 | 20 |
PANAGORA ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 20 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 15 | 5 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q1 2019 | 20 |
Cornerstone Capital, Inc. | 20 | 20 | 0.10% | 0.28% | 0.48% | Q1 2015 | Q4 2019 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 19 |
CREDIT SUISSE AG/ | 12 | 7 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 19 |
DELPHI MANAGEMENT INC /MA/ | 13 | 1 | 0.12% | 0.29% | 0.91% | Q1 2013 | Q2 2023 | 19 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
TRUST CO OF VERMONT | 18 | 1 | 0.00% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.07% | 0.21% | 0.42% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.09% | 0.17% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Virtus ETF Advisers LLC | 18 | 18 | 0.14% | 0.31% | 0.75% | Q2 2019 | Q3 2023 | 18 |
PineBridge Investments, L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 17 |
STRS OHIO | 17 | 17 | 0.66% | 1.04% | 1.32% | Q3 2019 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 17 | 17 | 0.00% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Yorktown Management & Research Co Inc | 16 | 16 | 0.64% | 1.13% | 1.60% | Q2 2013 | Q1 2017 | 16 |
QUADRANT CAPITAL GROUP LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 9 | 7 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 16 |
Ativo Capital Management LLC | 16 | 16 | 0.11% | 0.17% | 0.22% | Q2 2013 | Q1 2017 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2022 | 16 |
Cerity Partners LLC | 16 | 16 | 0.00% | 0.26% | 0.86% | Q4 2019 | Q3 2023 | 16 |
BOKF, NA | 16 | 16 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2017 | 16 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 16 | 16 | 0.42% | 0.64% | 0.70% | Q1 2014 | Q4 2017 | 16 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.02% | 0.06% | 0.11% | Q2 2014 | Q4 2019 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.13% | 0.23% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
HSBC HOLDINGS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2022 | 16 |
Lindbrook Capital, LLC | 15 | 1 | 0.00% | 7.70% | 10.90% | Q3 2019 | Q3 2023 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
DERBY & COMPANY, INC | 15 | 15 | 0.42% | 2.29% | 4.03% | Q1 2018 | Q3 2021 | 15 |
Global Endowment Management, LP | 15 | 15 | 0.06% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Tranquility Partners, LLC | 15 | 15 | 1.04% | 1.87% | 3.14% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 15 |
Sigma Planning Corp | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2020 | 15 |
Foundations Investment Advisors, LLC | 15 | 15 | 0.02% | 0.20% | 0.38% | Q2 2018 | Q4 2021 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 9 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 15 |
1834 INVESTMENT ADVISORS CO | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 15 |
M&T BANK CORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 10 | 5 | 0.01% | 0.03% | 0.13% | Q3 2019 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2020 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.16% | 0.31% | Q2 2013 | Q3 2016 | 14 |
Commonwealth Equity Services, Inc | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 14 | 0.23% | 0.51% | 0.99% | Q3 2019 | Q4 2022 | 14 |
Relative Value Partners Group, LLC | 14 | 14 | 0.14% | 0.31% | 0.37% | Q2 2020 | Q3 2023 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.05% | 0.11% | 0.16% | Q1 2020 | Q2 2023 | 14 |
Nicholas Hoffman & Company, LLC. | 14 | 14 | 0.03% | 0.07% | 0.16% | Q2 2020 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 6 | 1 | 0.01% | 0.06% | 0.14% | Q3 2014 | Q2 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 2 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2021 | 14 |
Ironwood Investment Counsel, LLC | 14 | 14 | 0.10% | 0.15% | 0.18% | Q1 2014 | Q2 2017 | 14 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q4 2022 | 14 |
KEMPNER CAPITAL MANAGEMENT INC. | 14 | 14 | 0.09% | 0.12% | 0.14% | Q1 2015 | Q2 2018 | 14 |
MACKENZIE FINANCIAL CORP | 11 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 14 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
CONDOR CAPITAL MANAGEMENT | 14 | 14 | 0.05% | 0.20% | 0.39% | Q2 2020 | Q3 2023 | 14 |
BARCLAYS PLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q2 2016 | 13 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 13 |
LYELL WEALTH MANAGEMENT, LP | 13 | 13 | 0.94% | 1.57% | 2.59% | Q1 2017 | Q1 2020 | 13 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.21% | 0.40% | Q1 2020 | Q3 2023 | 13 |
NATIXIS ADVISORS, L.P. | 13 | 13 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2023 | 13 |
KELLEHER FINANCIAL ADVISORS | 7 | 2 | 0.07% | 0.19% | 0.36% | Q2 2019 | Q3 2023 | 13 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
REGENTATLANTIC CAPITAL LLC | 13 | 13 | 0.05% | 0.69% | 1.40% | Q3 2019 | Q3 2022 | 13 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.07% | 0.17% | Q3 2016 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 2.48% | 3.62% | 4.65% | Q4 2020 | Q3 2023 | 12 |
Mirae Asset Global Investments Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
AJ WEALTH STRATEGIES, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Family Management Corp | 8 | 4 | 0.04% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 1.50% | 2.32% | Q2 2021 | Q3 2023 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q2 2016 | 12 |
LSV ASSET MANAGEMENT | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MISSION WEALTH MANAGEMENT, LP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Polar Capital LLP | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2020 | 11 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 11 | 11 | 0.04% | 0.09% | 0.14% | Q3 2017 | Q1 2020 | 11 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2022 | 11 |
JBF Capital, Inc. | 11 | 11 | 0.16% | 0.20% | 0.45% | Q4 2014 | Q2 2017 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 2.31% | 3.42% | 4.01% | Q2 2013 | Q4 2015 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
Canal Capital Management, LLC | 10 | 1 | 0.12% | 0.31% | 0.40% | Q4 2017 | Q3 2020 | 11 |
Curi Wealth Management, LLC | 11 | 11 | 0.05% | 0.91% | 1.63% | Q4 2020 | Q2 2023 | 11 |
Southern Farm Bureau Life Insurance | 11 | 11 | 1.66% | 4.45% | 8.78% | Q4 2020 | Q2 2023 | 11 |
PUTNAM INVESTMENTS LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.11% | 0.26% | 0.49% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.11% | 0.16% | 0.19% | Q1 2021 | Q3 2023 | 11 |
RUSSELL FRANK CO/ | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hirtle Callaghan & Co LLC | 11 | 11 | 0.24% | 0.42% | 0.60% | Q1 2021 | Q3 2023 | 11 |
EAGLE GLOBAL ADVISORS LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2021 | 11 |
Lehman & Derafelo Financial Resources LLC | 10 | 10 | 0.74% | 1.35% | 1.89% | Q3 2020 | Q4 2022 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.03% | 0.08% | 0.15% | Q2 2019 | Q1 2022 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q1 2016 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Hillsdale Investment Management Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 10 |
SHIKIAR ASSET MANAGEMENT INC | 7 | 3 | 0.06% | 0.44% | 0.70% | Q1 2021 | Q3 2023 | 10 |
Prairiewood Capital, LLC | 9 | 1 | 0.91% | 2.51% | 2.92% | Q4 2020 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.09% | 0.22% | 0.33% | Q2 2020 | Q2 2023 | 10 |
TRAVELERS COMPANIES, INC. | 10 | 10 | 0.14% | 0.43% | 0.55% | Q1 2014 | Q2 2016 | 10 |
FIRST TRUST ADVISORS LP | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Overbrook Management Corp | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Northstar Group, Inc. | 10 | 10 | 0.07% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Nuveen Fund Advisors, LLC | 10 | 10 | 0.16% | 0.29% | 0.65% | Q2 2016 | Q3 2018 | 10 |
First Eagle Investment Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q4 2017 | 10 |
Claybrook Capital, LLC | 9 | 1 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Prism Advisors, Inc. | 10 | 10 | 0.64% | 0.78% | 1.42% | Q4 2017 | Q1 2020 | 10 |
Aperio Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 10 |
Avion Wealth | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF MONTREAL /CAN/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 10 |
New World Advisors LLC | 9 | 1 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 10 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
Berkeley Capital Partners, LLC | 8 | 2 | 0.15% | 0.28% | 0.48% | Q1 2016 | Q4 2021 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
FMR LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
STABLEFORD CAPITAL II LLC | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2022 | 9 |
CNO Financial Group, Inc. | 7 | 2 | 2.54% | 7.99% | 18.14% | Q1 2018 | Q1 2021 | 9 |
Radnor Financial Advisors, LLC | 9 | 9 | 1.25% | 7.83% | 14.34% | Q4 2019 | Q4 2021 | 9 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 9 |
American Portfolios Advisors | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
Amitell Capital Pte Ltd | 9 | 9 | 0.01% | 1.17% | 2.56% | Q4 2020 | Q4 2022 | 9 |
SHELTON CAPITAL MANAGEMENT | 7 | 2 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q3 2021 | 9 |
ALPHASIMPLEX GROUP, LLC | 4 | 2 | 0.32% | 0.79% | 1.96% | Q1 2019 | Q3 2022 | 9 |
Gerstein Fisher | 7 | 2 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2016 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.30% | 1.03% | 1.66% | Q2 2013 | Q2 2015 | 9 |
MILLER HOWARD INVESTMENTS INC /NY | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2016 | 9 |
GLOBAL STRATEGIC MANAGEMENT INC | 9 | 9 | 0.68% | 1.45% | 2.54% | Q4 2018 | Q4 2020 | 9 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 9 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 5 | 4 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2015 | 9 |
GenTrust, LLC | 9 | 9 | 0.04% | 0.09% | 0.12% | Q4 2016 | Q4 2018 | 9 |
IFG Advisory, LLC | 9 | 9 | 0.04% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 9 |
CRAWFORD INVESTMENT COUNSEL INC | 8 | 1 | 0.02% | 0.04% | 0.07% | Q2 2015 | Q3 2018 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.24% | 0.29% | 0.33% | Q4 2020 | Q4 2022 | 9 |
Snowden Capital Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Carroll Financial Associates, Inc. | 6 | 3 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q3 2021 | 9 |
Edge Capital Group, LLC | 9 | 9 | 0.24% | 0.31% | 0.41% | Q3 2021 | Q3 2023 | 9 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NORGES BANK | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 8 |
1832 Asset Management L.P. | 4 | 2 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q1 2020 | 8 |
Koshinski Asset Management, Inc. | 5 | 3 | 0.00% | 0.09% | 0.16% | Q4 2014 | Q1 2022 | 8 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.39% | 0.56% | 0.94% | Q3 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.33% | 0.80% | 1.52% | Q4 2021 | Q3 2023 | 8 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.07% | 0.82% | 1.81% | Q4 2019 | Q4 2022 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.28% | 0.36% | 0.58% | Q3 2017 | Q2 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.17% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Independent Family Office, LLC | 8 | 8 | 0.48% | 0.67% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2018 | 8 |
Fieldpoint Private Securities, LLC | 8 | 8 | 0.33% | 0.54% | 0.82% | Q3 2020 | Q2 2022 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 8 |
IHT Wealth Management, LLC | 8 | 8 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q3 2018 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
STONE RUN CAPITAL, LLC | 8 | 8 | 0.20% | 0.23% | 0.26% | Q2 2020 | Q1 2022 | 8 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2022 | 8 |
Williams Jones Wealth Management, LLC. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
Strategic Wealth Partners, Ltd. | 7 | 7 | 0.04% | 0.07% | 0.16% | Q3 2021 | Q1 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 7 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 0.29% | 0.46% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Sargent Investment Group, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q3 2022 | 7 |
Abundance Wealth Counselors | 7 | 7 | 0.07% | 0.11% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 7 |
NICOLA WEALTH MANAGEMENT LTD. | 7 | 7 | 0.14% | 0.20% | 0.23% | Q4 2021 | Q2 2023 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 7 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
VSR Financial Services, Inc. | 7 | 7 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Farmhouse Investment Management LLC | 7 | 7 | 1.81% | 3.44% | 5.59% | Q1 2017 | Q3 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
CAZ INVESTMENTS LP | 7 | 7 | 0.11% | 0.18% | 0.38% | Q1 2020 | Q3 2021 | 7 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 3 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2017 | 7 |
Partners Group Holding AG | 7 | 7 | 0.49% | 0.64% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Magnetar Financial LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Neo Ivy Capital Management | 3 | 1 | 0.02% | 0.14% | 0.65% | Q4 2020 | Q2 2023 | 7 |
Bank OZK | 7 | 7 | 0.16% | 0.21% | 0.26% | Q2 2017 | Q4 2018 | 7 |
STATE STREET CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2021 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 6 |
TBH Global Asset Management, LLC | 6 | 6 | 0.20% | 0.26% | 0.42% | Q4 2019 | Q1 2021 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q4 2019 | 6 |
LORD, ABBETT & CO. LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Retirement Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Radcliffe Capital Management, L.P. | 3 | 3 | 0.04% | 0.16% | 0.35% | Q3 2015 | Q3 2020 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2021 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BT Wealth Management LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Callodine Capital Management, LP | 6 | 6 | 0.19% | 0.67% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q4 2014 | Q1 2016 | 6 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2022 | 6 |
KINGS POINT CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
ProShare Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 6 |
MAS Advisors LLC | 6 | 6 | 0.13% | 0.19% | 0.24% | Q4 2021 | Q1 2023 | 6 |
DC Investments Management, LLC | 4 | 2 | 0.16% | 0.37% | 0.62% | Q4 2017 | Q3 2019 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
CLINTON GROUP INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
OPPENHEIMER & CO INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 6 |
Onyx Bridge Wealth Group LLC | 6 | 6 | 0.07% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Tarbox Family Office, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.01% | 0.10% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Coastal Bridge Advisors, LLC | 4 | 2 | 0.07% | 1.32% | 2.25% | Q1 2020 | Q3 2023 | 6 |
Cipher Capital LP | 3 | 1 | 0.04% | 0.07% | 0.11% | Q4 2019 | Q1 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Lebenthal Holdings,LLC | 5 | 5 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q2 2016 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 5 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 5 |
Graham Capital Management, L.P. | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q2 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 0.76% | 0.82% | 0.95% | Q4 2018 | Q4 2019 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2014 | 5 |
New Vernon Capital Holdings II LLC | 5 | 5 | 1.41% | 2.80% | 4.09% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2022 | 5 |
Cynosure Group, LLC | 5 | 5 | 0.30% | 0.81% | 1.49% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2019 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
CIBC Asset Management Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Concorde Asset Management, LLC | 5 | 5 | 0.78% | 1.20% | 2.12% | Q1 2021 | Q1 2022 | 5 |
Gillson Capital LP | 3 | 1 | 0.07% | 0.27% | 0.57% | Q4 2019 | Q2 2022 | 5 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Russell Investments Group, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.20% | 0.28% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GRIMES & COMPANY, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Spearhead Capital Advisors, LLC | 5 | 5 | 0.28% | 0.30% | 0.32% | Q2 2021 | Q2 2022 | 5 |
Nationwide Fund Advisors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2016 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2023 | 5 |
Citizens Business Bank | 5 | 5 | 0.08% | 0.12% | 0.17% | Q1 2019 | Q1 2020 | 5 |
General Partner, Inc. | 5 | 5 | 1.38% | 1.49% | 1.58% | Q4 2022 | Q4 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.10% | 0.18% | Q3 2017 | Q3 2018 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Strategic Wealth Partners Group, LLC | 5 | 5 | 0.04% | 3.43% | 9.11% | Q3 2019 | Q3 2020 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 5 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
MRA Associates USA LLC | 4 | 4 | 11.98% | 38.54% | 68.20% | Q4 2018 | Q3 2019 | 4 |
WEALTHSOURCE PARTNERS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Trek Financial, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q1 2020 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 0.14% | 0.90% | 1.99% | Q3 2018 | Q2 2019 | 4 |
Ulrich Consultants & Investment Group, LLC | 4 | 4 | 5.35% | 14.53% | 23.15% | Q2 2022 | Q1 2023 | 4 |
Capital Analysts, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q4 2022 | 4 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
ROYCE & ASSOCIATES LP | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
abrdn plc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
MACQUARIE GROUP LTD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.10% | 0.34% | 0.49% | Q4 2017 | Q3 2018 | 4 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Triad Investment Management | 4 | 4 | 1.81% | 2.35% | 2.66% | Q1 2020 | Q4 2020 | 4 |
West Family Investments, Inc. | 2 | 1 | 0.12% | 0.16% | 0.24% | Q2 2013 | Q4 2020 | 4 |
Municipal Employees' Retirement System of Michigan | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 4 |
FAIRFIELD, BUSH & CO. | 4 | 4 | 0.06% | 0.12% | 0.19% | Q3 2022 | Q2 2023 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.08% | 0.17% | Q1 2020 | Q2 2022 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.10% | 0.26% | 0.32% | Q1 2014 | Q4 2014 | 4 |
BlackRock Fund Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
Swiss National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2020 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 4 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FNY Investment Advisers, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WADE G W & INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q4 2015 | 4 |
NORTHERN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q3 2014 | Q2 2015 | 4 |
RHUMBLINE ADVISERS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
VANGUARD GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.08% | 0.14% | 0.18% | Q4 2016 | Q3 2017 | 4 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2014 | Q2 2021 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
BlackRock Institutional Trust Company, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Algebris Investments (UK) LLP | 4 | 4 | 0.52% | 0.73% | 0.98% | Q3 2014 | Q2 2015 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 4 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.14% | 0.57% | 1.07% | Q4 2021 | Q2 2023 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.01% | 0.06% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.18% | 0.23% | 0.30% | Q4 2019 | Q2 2020 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
CPWM, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.04% | 0.12% | Q2 2014 | Q1 2021 | 3 |
Principal Street Partners, LLC | 3 | 3 | 0.20% | 0.29% | 0.45% | Q2 2019 | Q4 2019 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q4 2022 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 3 |
FSM Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.15% | 0.20% | Q2 2022 | Q4 2022 | 3 |
Fiera Capital Corp | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2017 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 3 |
Atom Investors LP | 1 | 1 | 0.00% | 0.12% | 0.22% | Q1 2020 | Q3 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.36% | 0.61% | 0.76% | Q3 2019 | Q1 2020 | 3 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.13% | 0.22% | Q4 2021 | Q4 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q4 2022 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2013 | 3 |
TOTH FINANCIAL ADVISORY CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
State of Wyoming | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
JRM Investment Counsel, LLC | 3 | 3 | 2.19% | 2.27% | 2.36% | Q4 2014 | Q2 2015 | 3 |
NexWave Capital Partners LLC | 2 | 1 | 0.38% | 0.42% | 0.47% | Q4 2020 | Q4 2021 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.13% | 0.18% | 0.23% | Q2 2021 | Q4 2021 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MQS Management LLC | 2 | 1 | 0.41% | 0.57% | 0.74% | Q1 2022 | Q3 2023 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
State of Tennessee, Treasury Department | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2016 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.46% | 0.47% | 0.49% | Q2 2022 | Q4 2022 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Beaumont Financial Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MCF Advisors LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Lebenthal Asset Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2017 | 3 |
NATIXIS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Golden State Equity Partners | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Arcus Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2022 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
20/20 Capital Management, Inc. | 2 | 2 | 0.22% | 0.29% | 0.37% | Q4 2019 | Q1 2020 | 2 |
Omnia Family Wealth, LLC | 2 | 2 | 0.00% | 0.09% | 0.18% | Q4 2018 | Q1 2019 | 2 |
DIMENSIONAL FUND ADVISORS LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Glovista Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.38% | 0.74% | Q3 2015 | Q3 2017 | 2 |
Airain ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 2 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Mercer Investments LLC | 2 | 2 | 1.33% | 1.42% | 1.50% | Q2 2013 | Q3 2013 | 2 |
Summit Global Investments | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
Almitas Capital LLC | 1 | 1 | 0.84% | 2.39% | 3.94% | Q4 2019 | Q2 2020 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 1.30% | 1.58% | 1.85% | Q1 2019 | Q4 2019 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2013 | Q3 2013 | 2 |
Port Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
True Capital Management | 2 | 2 | 0.36% | 0.39% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Anfield Capital Management, LLC | 2 | 2 | 0.80% | 1.22% | 1.64% | Q4 2019 | Q1 2020 | 2 |
SILVER CAPITAL MANAGEMENT LLC | 2 | 2 | 1.17% | 1.21% | 1.26% | Q4 2017 | Q1 2018 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
EP Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q4 2018 | 2 |
S.C. Financial Services, Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.31% | 0.42% | 0.52% | Q2 2020 | Q3 2020 | 2 |
Bordeaux Wealth Advisors LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 2 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 0.56% | 0.58% | 0.59% | Q4 2014 | Q1 2015 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
FJ Capital Management LLC | 1 | 1 | 0.08% | 0.12% | 0.17% | Q4 2022 | Q3 2023 | 2 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2022 | Q2 2022 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 2 |
Adaptive Financial Consulting, LLC | 2 | 2 | 0.38% | 0.46% | 0.54% | Q4 2019 | Q1 2020 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 2 | 2 | 1.23% | 1.38% | 1.53% | Q2 2013 | Q3 2013 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2013 | Q1 2013 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
LMR Partners LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2019 | Q3 2019 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Relative Value Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Draper Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Graypoint LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sierra Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own GOLUB CAP BDC INC or have owned GOLUB CAP BDC INC in the past.