Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 36 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
PUTNAM INVESTMENTS LLC | 27 | 27 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 27 |
WELLINGTON MANAGEMENT GROUP LLP | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 27 | 27 | 0.07% | 0.21% | 0.33% | Q1 2017 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
TimesSquare Capital Management, LLC | 27 | 27 | 0.16% | 0.52% | 0.82% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Legal & General Group Plc | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
MORGAN STANLEY | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
FEDERATED HERMES, INC. | 27 | 27 | 0.06% | 0.22% | 0.38% | Q1 2017 | Q3 2023 | 27 |
METROPOLITAN LIFE INSURANCE CO/NY | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
VANGUARD GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BNP PARIBAS FINANCIAL MARKETS | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 26 |
NORTHERN TRUST CORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AMERICAN CENTURY COMPANIES INC | 25 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
NEW YORK STATE COMMON RETIREMENT FUND | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
STATE STREET CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
AMERICAN INTERNATIONAL GROUP, INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
RHUMBLINE ADVISERS | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BARCLAYS PLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
GOLDMAN SACHS GROUP INC | 22 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 25 |
WASATCH ADVISORS LP | 25 | 25 | 0.37% | 1.09% | 1.71% | Q3 2017 | Q3 2023 | 25 |
Renaissance Technologies | 24 | 24 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
FIRST TRUST ADVISORS LP | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 1 | 0.00% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 24 |
UBS Group AG | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 24 |
CREDIT SUISSE AG/ | 19 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 22 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 24 | 24 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2023 | 24 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 2 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 24 |
FMR LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
STRS OHIO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 21 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 21 |
MILLENNIUM MANAGEMENT LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 21 |
MACQUARIE GROUP LTD | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
DF DENT & CO INC | 20 | 20 | 0.03% | 0.21% | 0.39% | Q4 2018 | Q3 2023 | 20 |
FULLER & THALER ASSET MANAGEMENT, INC. | 15 | 5 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 13 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.27% | 0.51% | Q1 2019 | Q3 2023 | 19 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
AQR Capital Management | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMALGAMATED BANK | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
JENNISON ASSOCIATES LLC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
D. E. Shaw & Co., Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
AXIOM INVESTORS LLC /DE | 18 | 18 | 0.02% | 0.09% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 17 | 17 | 0.03% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
RAYMOND JAMES & ASSOCIATES | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 17 |
Grandeur Peak Global Advisors, LLC | 17 | 17 | 0.01% | 0.47% | 1.40% | Q2 2017 | Q2 2021 | 17 |
Engineers Gate Manager LP | 13 | 2 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q2 2023 | 17 |
LOOMIS SAYLES & CO L P | 17 | 17 | 0.04% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Cubist Systematic Strategies, LLC | 15 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
UBS ASSET MANAGEMENT AMERICAS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 17 |
TPG Group Holdings (SBS) Advisors, Inc. | 16 | 16 | 0.14% | 0.91% | 2.74% | Q1 2017 | Q4 2020 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Bullseye Asset Management LLC | 16 | 16 | 1.91% | 2.30% | 3.17% | Q4 2019 | Q3 2023 | 16 |
US BANCORP \DE\ | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 15 |
SEGALL BRYANT & HAMILL, LLC | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
TWO SIGMA INVESTMENTS, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 15 |
Man Group plc | 13 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 15 | 15 | 0.01% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
ProShare Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIL Ltd | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 14 |
PRICE T ROWE ASSOCIATES INC /MD/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORGES BANK | 10 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 12 | 1 | 0.03% | 0.12% | 0.17% | Q1 2018 | Q3 2022 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 13 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q4 2022 | 12 |
LORD, ABBETT & CO. LLC | 7 | 5 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q2 2020 | 12 |
ClearBridge Investments | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 6 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2021 | 12 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 12 |
JANUS HENDERSON GROUP PLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 12 | 12 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2020 | 12 |
STIFEL FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 12 |
BROWN ADVISORY INC | 12 | 12 | 0.05% | 0.07% | 0.11% | Q3 2018 | Q2 2021 | 12 |
ROYCE & ASSOCIATES LP | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2019 | 11 |
Copeland Capital Management, LLC | 11 | 11 | 0.40% | 1.35% | 1.90% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.29% | 0.36% | 0.44% | Q1 2021 | Q3 2023 | 11 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 11 | 11 | 0.01% | 0.14% | 0.28% | Q1 2017 | Q3 2019 | 11 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ALPS ADVISORS INC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Handelsbanken Fonder AB | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 11 |
BANK OF MONTREAL /CAN/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 11 |
SRS Capital Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HUNTINGTON NATIONAL BANK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
QUADRANT CAPITAL GROUP LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FIFTH THIRD BANCORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 10 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 10 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q1 2023 | 10 |
LPL Financial LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ExodusPoint Capital Management, LP | 5 | 2 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 9 |
Catalyst Capital Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2019 | 9 |
NATIXIS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 9 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 9 | 9 | 0.17% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.08% | 0.13% | Q2 2017 | Q1 2023 | 9 |
Spark Investment Management LLC | 4 | 2 | 0.04% | 0.22% | 0.52% | Q1 2017 | Q4 2019 | 9 |
WINTON GROUP Ltd | 9 | 9 | 0.01% | 0.03% | 0.11% | Q3 2019 | Q3 2021 | 9 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Trexquant Investment LP | 7 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 9 |
Mirae Asset Global Investments Co., Ltd. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.08% | 0.16% | Q2 2018 | Q4 2022 | 9 |
Dorsey Wright & Associates | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2020 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
NFJ INVESTMENT GROUP, LLC | 9 | 9 | 0.09% | 0.15% | 0.39% | Q3 2021 | Q3 2023 | 9 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 9 | 9 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2022 | 9 |
TEACHERS ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
HMS Capital Management, LLC | 8 | 8 | 0.12% | 0.17% | 0.21% | Q2 2020 | Q1 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
EFG Asset Management (North America) Corp. | 8 | 8 | 0.16% | 0.24% | 0.34% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 8 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2021 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.12% | 0.20% | Q2 2020 | Q3 2022 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 8 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 8 |
EMERALD ADVISERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Vestcor Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Allianz Asset Management GmbH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Van Berkom & Associates Inc. | 7 | 7 | 2.20% | 2.54% | 2.86% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
State of Wyoming | 6 | 1 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Manchester Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Stone Ridge Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2020 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
WADDELL & REED FINANCIAL INC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q3 2019 | Q1 2021 | 7 |
ALGERT GLOBAL LLC | 6 | 1 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Polen Capital Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
O'Shares Investment Advisers, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q1 2022 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.05% | 0.26% | Q1 2017 | Q3 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
MENTA CAPITAL LLC | 5 | 1 | 0.05% | 0.11% | 0.19% | Q3 2017 | Q2 2019 | 6 |
Jump Financial, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.00% | 0.05% | 0.16% | Q3 2021 | Q4 2022 | 6 |
Snowden Capital Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EQUITABLE TRUST CO | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
RAYMOND JAMES TRUST N.A. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2020 | 6 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
People's United Financial, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COLUMBUS CIRCLE INVESTORS | 5 | 5 | 0.44% | 0.58% | 0.68% | Q3 2019 | Q3 2020 | 5 |
abrdn plc | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q2 2021 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Versor Investments LP | 5 | 5 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
Epoch Investment Partners, Inc. | 3 | 2 | 0.01% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.12% | 0.38% | Q1 2017 | Q2 2022 | 5 |
Holocene Advisors, LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CI INVESTMENTS INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Engle Capital Management, L.P. | 5 | 5 | 1.22% | 2.67% | 4.22% | Q3 2017 | Q3 2018 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Three Corner Global Investors LP | 4 | 4 | 0.53% | 1.63% | 2.22% | Q1 2017 | Q4 2017 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.18% | 0.32% | 0.39% | Q4 2018 | Q3 2019 | 4 |
Convergence Investment Partners, LLC | 4 | 4 | 0.08% | 0.15% | 0.22% | Q4 2017 | Q3 2018 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.05% | 0.10% | Q1 2022 | Q1 2023 | 4 |
Beacon Pointe Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.04% | 0.04% | Q3 2020 | Q1 2023 | 4 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Yorktown Management & Research Co Inc | 3 | 1 | 0.34% | 0.35% | 0.38% | Q3 2021 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.04% | 0.05% | 0.10% | Q1 2021 | Q4 2021 | 4 |
PineBridge Investments, L.P. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q1 2023 | 4 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
Monashee Investment Management LLC | 1 | 1 | 0.10% | 0.39% | 0.71% | Q1 2017 | Q1 2019 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
APG Asset Management N.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q1 2019 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q3 2019 | Q2 2020 | 4 |
OAK ASSOCIATES LTD /OH/ | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Capital International Investors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
MEEDER ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.17% | 0.42% | Q2 2020 | Q3 2021 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2019 | 3 |
NEXT Financial Group, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CRAWFORD INVESTMENT COUNSEL INC | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Olympiad Research LP | 2 | 1 | 0.25% | 0.29% | 0.33% | Q1 2020 | Q1 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q4 2022 | 3 |
OKABENA INVESTMENT SERVICES INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Nationwide Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.06% | 0.14% | 0.21% | Q1 2023 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
QS Investors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2021 | 3 |
CNA FINANCIAL CORP | 3 | 3 | 0.24% | 0.25% | 0.27% | Q2 2020 | Q4 2020 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 3 | 0.10% | 0.17% | 0.28% | Q4 2017 | Q2 2018 | 3 |
PIER 88 INVESTMENT PARTNERS LLC | 3 | 3 | 0.29% | 0.30% | 0.30% | Q2 2018 | Q4 2018 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
COMERICA BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Highstreet Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 3 | 3 | 0.13% | 0.17% | 0.23% | Q2 2017 | Q4 2017 | 3 |
CenterBook Partners LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.21% | 0.26% | 0.30% | Q1 2018 | Q1 2019 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Van Hulzen Asset Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
D.A. DAVIDSON & CO. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 3 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Summit Global Investments | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
EAM Investors, LLC | 2 | 2 | 0.39% | 0.41% | 0.42% | Q2 2019 | Q3 2019 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q4 2020 | Q1 2021 | 2 |
AVIVA PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AJO, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.79% | 0.91% | 1.04% | Q2 2020 | Q1 2021 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.41% | 0.72% | Q3 2019 | Q2 2020 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
NATIONAL BANK OF CANADA /FI/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2022 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.47% | 0.49% | 0.50% | Q3 2018 | Q4 2018 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Ghisallo Capital Management LLC | 2 | 2 | 0.14% | 0.19% | 0.23% | Q3 2021 | Q4 2021 | 2 |
Maven Securities LTD | 2 | 2 | 0.33% | 0.68% | 1.04% | Q1 2017 | Q2 2017 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BlueMar Capital Management, LLC | 1 | 1 | 0.45% | 0.51% | 0.56% | Q1 2017 | Q1 2018 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 2 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2020 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fiera Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Atom Investors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bridgewater Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kepos Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q1 2017 | Q1 2017 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AHL Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Asset Management One Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Delap Wealth Advisory, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2017 | Q2 2017 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Toscafund Asset Management LLP | 1 | 1 | 5.72% | 5.72% | 5.72% | Q3 2018 | Q3 2018 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own HAMILTON LANE INC or have owned HAMILTON LANE INC in the past.