Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 100 |
Citadel Advisors | 28 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 72 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 52 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 47 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 0.56% | 1.32% | 2.85% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 41 | 41 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 40 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BALDWIN BROTHERS LLC/MA | 41 | 41 | 0.02% | 0.16% | 0.53% | Q4 2013 | Q4 2023 | 41 |
STRS OHIO | 37 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 39 | 2 | 0.03% | 0.54% | 1.71% | Q2 2013 | Q3 2023 | 41 |
Boston Common Asset Management, LLC | 40 | 40 | 0.01% | 0.81% | 2.27% | Q4 2013 | Q3 2023 | 40 |
US BANCORP \DE\ | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
ALLIANCEBERNSTEIN L.P. | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
VOYA INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.00% | 0.00% | 0.05% | Q2 2014 | Q3 2023 | 38 |
PRICE T ROWE ASSOCIATES INC /MD/ | 35 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 38 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 38 | 38 | 0.02% | 0.28% | 0.87% | Q2 2013 | Q3 2022 | 38 |
CREDIT SUISSE AG/ | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
PEAK6 Group LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2018 | 38 |
EVERETT HARRIS & CO /CA/ | 37 | 37 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q2 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 31 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Clean Yield Group | 36 | 36 | 0.59% | 2.00% | 3.59% | Q4 2014 | Q3 2023 | 36 |
SFE Investment Counsel | 36 | 36 | 0.24% | 0.82% | 1.62% | Q4 2014 | Q3 2023 | 36 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 35 | 35 | 1.09% | 4.21% | 8.10% | Q1 2015 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 35 | 35 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
PUTNAM INVESTMENTS LLC | 19 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
AGF INVESTMENTS INC. | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2022 | 35 |
AGF Investments America Inc. | 35 | 35 | 0.51% | 1.60% | 3.31% | Q1 2014 | Q3 2022 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
Swiss National Bank | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
TRILLIUM ASSET MANAGEMENT, LLC | 33 | 33 | 0.14% | 0.55% | 1.07% | Q3 2015 | Q3 2023 | 33 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 33 | 33 | 0.37% | 1.07% | 1.63% | Q2 2015 | Q2 2023 | 33 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 17 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 33 |
BESSEMER GROUP INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 33 |
Gilman Hill Asset Management, LLC | 33 | 33 | 0.05% | 1.99% | 3.04% | Q2 2014 | Q2 2022 | 33 |
OPPENHEIMER & CO INC | 32 | 32 | 0.01% | 0.07% | 0.22% | Q4 2015 | Q3 2023 | 32 |
SEI INVESTMENTS CO | 26 | 6 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 32 |
Eventide Asset Management | 32 | 32 | 0.08% | 0.65% | 1.00% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.68% | 1.39% | 2.73% | Q4 2015 | Q3 2023 | 32 |
VAN ECK ASSOCIATES CORP | 32 | 32 | 0.01% | 0.16% | 0.37% | Q4 2015 | Q3 2023 | 32 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 32 |
FEDERATED HERMES, INC. | 21 | 10 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 31 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 30 |
BANK OF MONTREAL /CAN/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 27 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
SHELTON CAPITAL MANAGEMENT | 30 | 30 | 0.03% | 0.18% | 0.68% | Q2 2016 | Q3 2023 | 30 |
Handelsbanken Fonder AB | 29 | 29 | 0.01% | 0.37% | 0.73% | Q3 2016 | Q3 2023 | 29 |
Focused Wealth Management, Inc | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
AQR Capital Management | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 28 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 28 |
BARD ASSOCIATES INC | 28 | 28 | 0.13% | 0.27% | 0.47% | Q4 2016 | Q3 2023 | 28 |
CIBC Private Wealth Group, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
FIDUCIARY TRUST INTERNATIONAL LLC | 27 | 27 | 0.04% | 0.37% | 1.12% | Q4 2013 | Q2 2020 | 27 |
Aristotle Capital Boston, LLC | 24 | 3 | 0.28% | 1.16% | 2.04% | Q4 2014 | Q3 2023 | 27 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Sandy Spring Bank | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2020 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2023 | 26 |
OSTERWEIS CAPITAL MANAGEMENT INC | 26 | 26 | 0.00% | 0.40% | 1.16% | Q2 2017 | Q3 2023 | 26 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 25 |
ARDSLEY ADVISORY PARTNERS LP | 22 | 3 | 0.53% | 3.03% | 5.20% | Q2 2013 | Q3 2020 | 25 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 25 | 25 | 0.45% | 1.13% | 1.70% | Q2 2013 | Q2 2019 | 25 |
NWAM LLC | 23 | 2 | 0.01% | 0.09% | 0.12% | Q2 2017 | Q3 2023 | 25 |
D. E. Shaw & Co., Inc. | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 25 |
Good Life Advisors, LLC | 13 | 11 | 0.02% | 0.07% | 0.12% | Q2 2017 | Q2 2023 | 24 |
AMERIPRISE FINANCIAL INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2023 | 24 |
FIRST MANHATTAN CO. LLC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 24 |
SCOTIA CAPITAL INC. | 24 | 24 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
AXA S.A. | 24 | 24 | 0.00% | 0.05% | 0.12% | Q4 2017 | Q3 2023 | 24 |
MILLENNIUM MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
AllSquare Wealth Management LLC | 24 | 24 | 0.08% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 24 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 23 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q4 2022 | 23 |
BLAIR WILLIAM & CO/IL | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 23 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 22 |
FIDUCIARY TRUST CO | 18 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 22 |
Triodos Investment Management BV | 22 | 22 | 1.22% | 1.49% | 2.09% | Q2 2018 | Q3 2023 | 22 |
DUBUQUE BANK & TRUST CO | 18 | 4 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2021 | 22 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 19 | 3 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 22 |
SHEPHERD KAPLAN KROCHUK, LLC | 22 | 22 | 0.10% | 0.20% | 0.56% | Q2 2013 | Q3 2018 | 22 |
STIFEL FINANCIAL CORP | 19 | 3 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Advisors Asset Management, Inc. | 11 | 10 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 21 |
Raymond James Financial Services Advisors, Inc. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
ETF MANAGERS GROUP, LLC | 12 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q1 2023 | 21 |
ALPS ADVISORS INC | 21 | 21 | 0.00% | 0.17% | 0.45% | Q3 2018 | Q3 2023 | 21 |
JUPITER ASSET MANAGEMENT LTD | 21 | 21 | 0.01% | 0.03% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Catalyst Capital Advisors LLC | 7 | 2 | 0.00% | 0.12% | 0.70% | Q2 2013 | Q3 2023 | 21 |
CREDIT AGRICOLE S A | 16 | 5 | 0.01% | 0.08% | 0.19% | Q3 2016 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 11 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 21 |
Keeley-Teton Advisors, LLC | 17 | 4 | 0.02% | 0.11% | 0.33% | Q1 2017 | Q2 2022 | 21 |
Glassman Wealth Services | 20 | 20 | 0.01% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.37% | 0.85% | 1.53% | Q4 2018 | Q3 2023 | 20 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Parallax Volatility Advisers, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 20 |
SHUFRO ROSE & CO LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Northeast Financial Consultants Inc | 19 | 19 | 0.06% | 0.13% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Hood River Capital Management LLC | 15 | 4 | 0.28% | 0.82% | 1.42% | Q1 2016 | Q3 2023 | 19 |
Russell Investments Group, Ltd. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 19 |
Dana Investment Advisors, Inc. | 19 | 19 | 0.36% | 0.50% | 0.59% | Q1 2019 | Q3 2023 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Sound Income Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 19 |
Atlas Brown,Inc. | 19 | 19 | 0.11% | 0.22% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Bay Harbor Wealth Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NORGES BANK | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2022 | 19 |
Outlook Wealth Advisors, LLC | 19 | 19 | 0.14% | 0.20% | 0.31% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Baltimore-Washington Financial Advisors, Inc. | 18 | 18 | 0.34% | 1.13% | 2.29% | Q2 2019 | Q3 2023 | 18 |
ProShare Advisors LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 18 |
SECURIAN ASSET MANAGEMENT, INC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q4 2021 | 18 |
BSW Wealth Partners | 12 | 6 | 0.04% | 0.12% | 0.20% | Q2 2018 | Q1 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
AMALGAMATED BANK | 13 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2023 | 18 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Canton Hathaway, LLC | 17 | 17 | 0.06% | 0.22% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2022 | 17 |
Atria Investments, Inc | 9 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2022 | 17 |
LGL PARTNERS, LLC | 13 | 4 | 0.04% | 0.14% | 0.33% | Q1 2019 | Q2 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Nationwide Fund Advisors | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 17 |
EII CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.18% | 0.44% | 0.93% | Q3 2017 | Q3 2021 | 17 |
Bramshill Investments, LLC | 15 | 2 | 0.09% | 0.21% | 0.47% | Q2 2017 | Q3 2023 | 17 |
Candriam S.C.A. | 17 | 17 | 0.01% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
QUADRANT CAPITAL GROUP LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
Osborn Williams & Donohoe LLC | 12 | 4 | 0.04% | 0.07% | 0.09% | Q2 2014 | Q1 2020 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.41% | 0.53% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Johnson Financial Group, Inc. | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 12 | 2 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q4 2023 | 16 |
Belpointe Asset Management LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 16 |
Red Spruce Capital, LLC | 16 | 16 | 0.17% | 0.33% | 0.54% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q2 2023 | 16 |
Parallel Advisors, LLC | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
Hilltop Holdings Inc. | 15 | 15 | 0.05% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Private Capital Group, LLC | 12 | 1 | 0.01% | 0.02% | 0.09% | Q4 2017 | Q2 2022 | 15 |
1832 Asset Management L.P. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q1 2023 | 15 |
Advisory Services Network, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.06% | 0.15% | Q4 2014 | Q1 2023 | 15 |
BDO Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 15 |
NICOLA WEALTH MANAGEMENT LTD. | 15 | 15 | 0.10% | 0.43% | 0.59% | Q1 2020 | Q3 2023 | 15 |
Aptus Capital Advisors, LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q2 2022 | 15 |
PFS INVESTMENTS INC. | 15 | 15 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q2 2023 | 15 |
Quantbot Technologies LP | 9 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2023 | 15 |
ALBION FINANCIAL GROUP /UT | 10 | 5 | 0.00% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 15 |
Impax Asset Management Group plc | 15 | 15 | 0.11% | 0.27% | 0.54% | Q1 2019 | Q3 2022 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2022 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 15 |
FRIESS ASSOCIATES LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.21% | 0.48% | 0.87% | Q1 2020 | Q3 2023 | 15 |
Aperio Group, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 14 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 14 |
GAMBLE JONES INVESTMENT COUNSEL | 11 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 14 |
Bartlett & Co. LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 14 |
Allianz Asset Management GmbH | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 14 |
COMERICA BANK | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 14 |
BNP Paribas Asset Management Holding S.A. | 8 | 1 | 0.00% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 14 |
HBC Financial Services, PLLC | 14 | 14 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q1 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 14 |
JENNISON ASSOCIATES LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Rathbones Group PLC | 14 | 14 | 0.02% | 0.13% | 0.20% | Q2 2020 | Q3 2023 | 14 |
KEELEY ASSET MANAGEMENT CORP | 14 | 14 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2016 | 14 |
SIGNATUREFD, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Commonwealth Equity Services, Inc | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2017 | 13 |
abrdn plc | 13 | 13 | 0.01% | 0.14% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Allworth Financial LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
OneAscent Financial Services LLC | 6 | 1 | 0.08% | 0.36% | 0.68% | Q2 2019 | Q1 2023 | 13 |
DIMENSIONAL FUND ADVISORS LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
MIROVA | 13 | 13 | 0.07% | 0.35% | 0.64% | Q3 2020 | Q3 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 13 |
WALL STREET ASSOCIATES | 13 | 13 | 0.54% | 0.95% | 1.49% | Q4 2013 | Q4 2016 | 13 |
AdvisorNet Financial, Inc | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Bienville Capital Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q4 2019 | 13 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 13 |
BROWN ADVISORY INC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 1.23% | 1.60% | 2.94% | Q4 2020 | Q4 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
GABELLI FUNDS LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 13 |
Penserra Capital Management LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 12 |
DekaBank Deutsche Girozentrale | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 12 |
HOWE & RUSLING INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 12 |
Quaero Capital S.A. | 12 | 12 | 1.49% | 3.34% | 5.27% | Q4 2020 | Q3 2023 | 12 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
GREENWOOD CAPITAL ASSOCIATES LLC | 12 | 12 | 0.06% | 0.13% | 0.22% | Q4 2019 | Q3 2022 | 12 |
GCA INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.44% | 3.37% | 4.54% | Q2 2015 | Q2 2018 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.05% | 0.12% | 0.19% | Q4 2020 | Q3 2023 | 12 |
Spouting Rock Asset Management, LLC | 12 | 12 | 0.27% | 1.04% | 2.23% | Q4 2020 | Q3 2023 | 12 |
ARS Investment Partners, LLC | 12 | 12 | 0.65% | 1.24% | 1.92% | Q3 2020 | Q2 2023 | 12 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cortina Asset Management, LLC | 12 | 12 | 0.03% | 0.20% | 0.44% | Q2 2014 | Q1 2017 | 12 |
Hartford Financial Management Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 12 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2020 | 12 |
BREWIN DOLPHIN LTD | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 12 |
WASHINGTON TRUST Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.04% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Shepherd Financial Partners LLC | 12 | 12 | 0.04% | 0.44% | 0.85% | Q3 2020 | Q2 2023 | 12 |
Cornerstone Advisors, Inc. | 12 | 12 | 0.02% | 0.07% | 0.11% | Q3 2016 | Q2 2019 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.02% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
HARTLINE INVESTMENT CORP/ | 8 | 4 | 0.08% | 0.70% | 1.31% | Q3 2020 | Q3 2023 | 12 |
ClariVest Asset Management LLC | 9 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 12 |
GLENMEDE TRUST CO NA | 11 | 11 | 0.03% | 0.12% | 0.19% | Q4 2018 | Q2 2021 | 11 |
Annex Advisory Services, LLC | 11 | 11 | 0.01% | 0.14% | 0.23% | Q4 2020 | Q2 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
FCA CORP /TX | 5 | 3 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q2 2022 | 11 |
Reynders McVeigh Capital Management, LLC | 9 | 1 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 11 |
SIT INVESTMENT ASSOCIATES INC | 11 | 11 | 0.02% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.05% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 1.81% | 3.50% | 4.40% | Q4 2020 | Q2 2023 | 11 |
REGIONS FINANCIAL CORP | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2022 | 11 |
Kepos Capital LP | 9 | 2 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Arosa Capital Management LP | 6 | 5 | 0.24% | 0.94% | 1.38% | Q2 2019 | Q1 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.06% | 0.18% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
MISSION WEALTH MANAGEMENT, LP | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 11 |
DELTA LLOYD NV | 6 | 5 | 0.00% | 0.08% | 0.13% | Q2 2014 | Q1 2017 | 11 |
Veritable, L.P. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Energy Income Partners, LLC | 11 | 11 | 0.00% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2022 | 11 |
EMERALD MUTUAL FUND ADVISERS TRUST | 11 | 11 | 0.03% | 0.26% | 0.52% | Q3 2020 | Q1 2023 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Ninety One UK Ltd | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 10 | 10 | 0.06% | 0.30% | 0.60% | Q2 2021 | Q3 2023 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2022 | 10 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.05% | 0.20% | Q4 2019 | Q2 2023 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.07% | 0.19% | Q4 2013 | Q1 2021 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Cascade Investment Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Covington Capital Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
NewEdge Advisors, LLC | 6 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
TCI Wealth Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2022 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 10 | 10 | 0.04% | 0.08% | 0.10% | Q1 2020 | Q2 2022 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 10 |
EMERALD ADVISERS, LLC | 9 | 9 | 0.22% | 0.33% | 0.53% | Q1 2021 | Q1 2023 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Perpetual Investment Management Ltd | 9 | 9 | 0.05% | 0.23% | 0.42% | Q4 2020 | Q4 2022 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q4 2022 | 9 |
ALLSTATE CORP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2022 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q2 2016 | 9 |
Melvin Capital Management LP | 4 | 1 | 0.04% | 0.12% | 0.32% | Q4 2016 | Q3 2020 | 9 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 9 | 9 | 0.60% | 1.28% | 1.72% | Q4 2017 | Q4 2019 | 9 |
DnB Asset Management AS | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 9 |
Taylor Wealth Management Partners | 8 | 1 | 0.00% | 1.10% | 2.29% | Q3 2015 | Q2 2018 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.08% | 0.11% | 0.12% | Q3 2014 | Q3 2016 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
AE Wealth Management LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
OneAscent Wealth Management LLC | 6 | 1 | 0.09% | 0.30% | 0.67% | Q4 2020 | Q2 2023 | 9 |
QS Investors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 9 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 9 |
GUGGENHEIM CAPITAL LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2022 | 9 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 9 | 9 | 0.76% | 1.30% | 1.72% | Q4 2016 | Q4 2018 | 9 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Vert Asset Management LLC | 8 | 8 | 0.47% | 0.54% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Gitterman Wealth Management, LLC | 8 | 8 | 0.17% | 0.27% | 0.32% | Q1 2021 | Q4 2022 | 8 |
Opus Capital Group, LLC | 8 | 8 | 0.22% | 0.40% | 0.60% | Q2 2017 | Q1 2019 | 8 |
ALYDAR PARTNERS LLC | 8 | 8 | 0.13% | 0.44% | 1.58% | Q2 2013 | Q1 2015 | 8 |
First Affirmative Financial Network | 7 | 1 | 0.16% | 0.26% | 0.33% | Q4 2021 | Q4 2023 | 8 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.02% | 0.09% | Q2 2016 | Q2 2023 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 5 | 3 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q1 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Spot Trading L.L.C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 8 |
Ensign Peak Advisors, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Harrington Investments, INC | 5 | 3 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q2 2023 | 8 |
BAILARD, INC. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
DOHENY ASSET MANAGEMENT /CA | 8 | 8 | 1.08% | 1.76% | 2.36% | Q2 2020 | Q1 2022 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIXIS | 7 | 1 | 0.01% | 0.07% | 0.17% | Q1 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WHITEBOX ADVISORS LLC | 7 | 1 | 0.01% | 0.08% | 0.15% | Q4 2013 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.26% | Q2 2016 | Q1 2018 | 8 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GAM Holding AG | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2017 | 8 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
SALEM INVESTMENT COUNSELORS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.05% | 0.08% | Q1 2016 | Q4 2017 | 8 |
FIL Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 8 |
Sowell Financial Services LLC | 8 | 8 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q2 2021 | 8 |
Boston Trust Walden Corp | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 8 |
EQUITEC SPECIALISTS, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q1 2021 | 8 |
Hollow Brook Wealth Management LLC | 5 | 3 | 0.12% | 0.88% | 1.60% | Q2 2017 | Q4 2019 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.03% | 0.10% | 0.30% | Q4 2019 | Q3 2022 | 8 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.00% | 0.07% | 0.54% | Q3 2018 | Q3 2023 | 8 |
Lavaca Capital LLC | 6 | 1 | 0.03% | 0.17% | 0.25% | Q4 2018 | Q1 2021 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q2 2022 | 8 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Sheaff Brock Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2019 | 7 |
Seelaus Asset Management LLC | 7 | 7 | 0.21% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Cannell & Co. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 7 |
Truvestments Capital LLC | 7 | 7 | 0.01% | 0.11% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Pendal Group Ltd | 7 | 7 | 0.03% | 0.12% | 0.15% | Q4 2020 | Q2 2022 | 7 |
Caption Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 7 |
NORTHSTAR ASSET MANAGEMENT INC | 7 | 7 | 1.57% | 1.83% | 2.38% | Q1 2021 | Q3 2022 | 7 |
Lindbrook Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 7 | 7 | 0.00% | 0.07% | 0.23% | Q1 2022 | Q3 2023 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 7 |
Vancity Investment Management Ltd | 7 | 7 | 0.69% | 1.97% | 3.55% | Q4 2020 | Q2 2022 | 7 |
BOENNING & SCATTERGOOD, INC. | 6 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 7 |
BlackRock Group LTD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 7 |
SCHOLTZ & COMPANY, LLC | 7 | 7 | 0.43% | 1.05% | 2.26% | Q1 2014 | Q3 2015 | 7 |
American Money Management, LLC | 7 | 7 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 7 |
Lorem Ipsum Management, LLC | 7 | 7 | 1.44% | 3.49% | 4.84% | Q4 2014 | Q2 2016 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
Wolf Group Capital Advisors | 7 | 7 | 0.47% | 0.73% | 0.87% | Q1 2021 | Q3 2022 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.11% | 0.27% | Q2 2020 | Q2 2023 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Caprock Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q4 2018 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 0.30% | 0.65% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Allspring Global Investments Holdings, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Amundi | 6 | 1 | 0.00% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2022 | 7 |
NATIXIS ADVISORS, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Holocene Advisors, LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Energy Opportunities Capital Management, LLC | 7 | 7 | 1.44% | 2.97% | 5.32% | Q1 2020 | Q3 2021 | 7 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
LUMINUS MANAGEMENT LLC | 5 | 2 | 0.06% | 0.12% | 0.17% | Q2 2015 | Q1 2017 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CHOREO, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2017 | 7 |
Addison Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.09% | 0.13% | Q3 2017 | Q4 2022 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 7 |
Douglass Winthrop Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.11% | Q3 2020 | Q1 2022 | 7 |
Jump Financial, LLC | 7 | 7 | 0.02% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 7 |
ADVISORY RESEARCH INC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q1 2020 | Q2 2021 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Portland Global Advisors LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q4 2021 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2014 | Q4 2019 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.24% | 0.29% | 0.33% | Q4 2020 | Q1 2022 | 6 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Riverwater Partners LLC | 3 | 3 | 0.18% | 0.88% | 2.00% | Q4 2021 | Q2 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Realta Investment Advisors | 6 | 6 | 0.08% | 0.16% | 0.28% | Q1 2019 | Q2 2020 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q4 2022 | 6 |
Prudent Man Advisors, LLC | 6 | 6 | 0.10% | 0.14% | 0.19% | Q3 2020 | Q4 2021 | 6 |
Bond & Devick Financial Network, Inc. | 6 | 6 | 0.20% | 0.22% | 0.30% | Q4 2020 | Q1 2022 | 6 |
Perigon Wealth Management, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2011 | Q3 2023 | 6 |
361 CAPITAL LLC | 6 | 6 | 0.28% | 0.45% | 0.57% | Q1 2019 | Q2 2020 | 6 |
FIRST MIDWEST BANK TRUST DIVISION | 6 | 6 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q4 2021 | 6 |
CIM, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2019 | Q1 2021 | 6 |
Belvedere Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q1 2022 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
CORDA Investment Management, LLC. | 6 | 6 | 0.65% | 0.83% | 0.93% | Q2 2021 | Q3 2022 | 6 |
TCW GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Twin Lakes Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
WINTON GROUP Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Global Financial Private Capital, Inc | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Sonora Investment Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.11% | 0.13% | 0.18% | Q3 2020 | Q4 2021 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q3 2023 | 6 |
ROYCE & ASSOCIATES LP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Capital Financial Services, LLC | 6 | 6 | 0.96% | 1.22% | 1.62% | Q4 2020 | Q1 2022 | 6 |
BOWEN HANES & CO INC | 6 | 6 | 0.26% | 0.42% | 0.54% | Q4 2020 | Q1 2022 | 6 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Wealthspire Advisors, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PARNASSUS INVESTMENTS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2018 | 5 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
NN Investment Partners Holdings N.V. | 3 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q4 2020 | 5 |
INVERNESS COUNSEL LLC /NY/ | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.06% | 0.15% | 0.42% | Q1 2019 | Q3 2021 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Lee Financial Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Waratah Capital Advisors Ltd. | 3 | 1 | 0.01% | 0.11% | 0.48% | Q1 2020 | Q4 2021 | 5 |
FourThought Financial, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q4 2018 | 5 |
Alberta Investment Management Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 5 |
WESCAP Management Group, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q1 2020 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.07% | 0.18% | 0.24% | Q1 2019 | Q2 2023 | 5 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.62% | 0.81% | 0.90% | Q3 2022 | Q3 2023 | 5 |
Gemmer Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 5 |
RUSSELL FRANK CO/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
TD ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 4 |
Port Capital LLC | 4 | 4 | 0.08% | 0.12% | 0.18% | Q4 2017 | Q3 2018 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2020 | 4 |
Perpetual Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Merit Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 4 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 4 | 4 | 0.05% | 0.11% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.06% | 0.06% | 0.08% | Q2 2014 | Q1 2015 | 4 |
Robeco Institutional Asset Management B.V. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
DAVENPORT & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 4 | 0.10% | 0.27% | 0.41% | Q1 2022 | Q4 2022 | 4 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
First Allied Advisory Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
WESTWOOD HOLDINGS GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Grandeur Peak Global Advisors, LLC | 4 | 4 | 0.10% | 0.16% | 0.23% | Q2 2019 | Q1 2020 | 4 |
OPTIMUM INVESTMENT ADVISORS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2018 | 4 |
BARDIN HILL MANAGEMENT PARTNERS LP | 4 | 4 | 0.06% | 0.12% | 0.15% | Q2 2014 | Q1 2015 | 4 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
DUALITY ADVISERS, LP | 4 | 4 | 0.04% | 0.09% | 0.19% | Q3 2021 | Q2 2022 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
First Washington CORP | 4 | 4 | 0.87% | 1.33% | 2.50% | Q2 2021 | Q1 2022 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 0.68% | 0.98% | 1.47% | Q4 2021 | Q3 2022 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 4 | 4 | 0.21% | 0.39% | 0.53% | Q2 2013 | Q1 2014 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2019 | Q1 2020 | 4 |
LA FINANCIERE DE L'ECHIQUIER | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.03% | 0.04% | 0.07% | Q2 2014 | Q1 2015 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.16% | 0.20% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
GUERRA PAN ADVISORS, LLC | 3 | 3 | 0.26% | 0.28% | 0.30% | Q4 2021 | Q2 2022 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 3 |
ROPES WEALTH ADVISORS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.32% | 0.36% | 0.40% | Q1 2023 | Q3 2023 | 3 |
ACCESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.34% | 0.49% | 0.68% | Q2 2021 | Q4 2021 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2016 | 3 |
EAM Investors, LLC | 2 | 1 | 0.33% | 0.35% | 0.36% | Q1 2020 | Q4 2020 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q2 2023 | 3 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.09% | 0.17% | Q3 2019 | Q3 2022 | 3 |
Vestmark Advisory Solutions, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
CPR Investments Inc. | 3 | 3 | 0.35% | 0.44% | 0.57% | Q4 2021 | Q2 2022 | 3 |
MENTA CAPITAL LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q3 2014 | Q3 2017 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
New Harbor Financial Group, LLC | 3 | 3 | 0.65% | 0.78% | 0.92% | Q4 2013 | Q2 2014 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Bridgewater Associates | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.01% | 0.22% | 0.37% | Q1 2020 | Q2 2023 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.79% | 0.84% | 0.92% | Q2 2019 | Q4 2019 | 3 |
B. Riley Financial, Inc. | 3 | 3 | 0.11% | 0.21% | 0.36% | Q2 2018 | Q4 2018 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.09% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TOTH FINANCIAL ADVISORY CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 3 |
FORA Capital, LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2019 | Q2 2020 | 3 |
Terra Nova Asset Management LLC | 3 | 3 | 0.23% | 0.36% | 0.44% | Q3 2015 | Q1 2016 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.13% | 0.18% | 0.22% | Q2 2020 | Q4 2020 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
BOKF, NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q1 2015 | 3 |
Lombard Odier Asset Management (Europe) Ltd | 3 | 3 | 0.54% | 0.62% | 0.68% | Q1 2022 | Q3 2022 | 3 |
Voit & Company, LLC | 3 | 3 | 0.36% | 0.51% | 0.68% | Q1 2020 | Q3 2020 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.00% | 0.08% | 0.13% | Q3 2020 | Q1 2021 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 3 |
Perella Weinberg Partners Capital Management LP | 3 | 3 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2018 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q2 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 1.32% | 1.54% | 1.86% | Q1 2023 | Q3 2023 | 3 |
Asset Management One Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 3 |
Black Swift Group, LLC | 3 | 3 | 0.07% | 0.13% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.29% | 0.32% | 0.34% | Q2 2022 | Q4 2022 | 3 |
Progressive Investment Management Corp | 3 | 3 | 0.89% | 1.17% | 1.32% | Q4 2013 | Q2 2014 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.06% | 0.12% | 0.20% | Q1 2020 | Q3 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
PRUDENTIAL PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2020 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q2 2019 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.09% | 0.15% | 0.21% | Q3 2015 | Q1 2016 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
American Assets Capital Advisers, LLC | 2 | 1 | 1.25% | 1.67% | 1.92% | Q4 2014 | Q2 2018 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hudock, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.12% | 0.18% | Q4 2015 | Q2 2020 | 3 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.19% | 0.49% | 0.64% | Q3 2020 | Q1 2021 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.00% | 0.05% | 0.09% | Q3 2015 | Q4 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2023 | 3 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q1 2018 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.10% | 0.13% | 0.16% | Q4 2013 | Q1 2014 | 2 |
U.S. Capital Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 2.49% | 2.55% | 2.61% | Q2 2023 | Q3 2023 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.38% | 0.39% | 0.39% | Q4 2021 | Q1 2022 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.01% | 0.10% | 0.20% | Q3 2017 | Q4 2017 | 2 |
Seamans Capital Management, LLC | 2 | 2 | 3.32% | 3.61% | 3.91% | Q2 2015 | Q3 2015 | 2 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Sandia Investment Management LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Stevard, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2020 | Q3 2020 | 2 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.61% | 0.62% | 0.62% | Q4 2021 | Q1 2022 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ranger Global Real Estate Advisors, LLC | 2 | 2 | 0.61% | 1.02% | 1.42% | Q4 2016 | Q1 2017 | 2 |
CIBC Asset Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2019 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
IHT Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Arden Trust Co | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2023 | Q4 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
USCA RIA LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q2 2021 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SECOR Capital Advisors, LP | 2 | 2 | 0.16% | 0.29% | 0.42% | Q4 2018 | Q1 2019 | 2 |
Phocas Financial Corp. | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.26% | 0.28% | 0.29% | Q2 2016 | Q4 2016 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2022 | 2 |
MONETARY MANAGEMENT GROUP INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WOLFF WIESE MAGANA LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 2 |
L & S Advisors Inc | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2017 | Q4 2017 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Elequin Capital, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Insight Folios Inc | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Shaolin Capital Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q4 2014 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2020 | Q1 2021 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SS&H Financial Advisors, Inc. | 2 | 2 | 0.44% | 0.48% | 0.51% | Q1 2022 | Q2 2022 | 2 |
RFG Advisory, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q2 2021 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Colonial River Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Bodri Capital Management, LLC | 2 | 2 | 0.26% | 0.45% | 0.64% | Q1 2014 | Q2 2014 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q4 2019 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2022 | 2 |
Edgestream Partners, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Mesirow Institutional Investment Management, Inc. | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2023 | Q3 2023 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2014 | Q3 2014 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 2.83% | 2.83% | 2.83% | Q1 2020 | Q1 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
LMR Partners LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
SG3 Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Moab Capital Partners | 1 | 1 | 3.45% | 3.45% | 3.45% | Q4 2014 | Q4 2014 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GUIDANCE CAPITAL, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Maryland State Retirement & Pension System | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2015 | Q1 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Copper Rock Capital Partners, LLC | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2020 | Q3 2020 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q1 2017 | Q1 2017 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
GVO Asset Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Cypress Capital Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
American Trust Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
American Assets Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Handelsinvest Investeringsforvaltning | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2014 | Q3 2014 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jasper Ridge Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2022 | Q2 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Varma Mutual Pension Insurance Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own HANNON ARMSTRONG SUST INFR C or have owned HANNON ARMSTRONG SUST INFR C in the past.