Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 96 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 90 |
Walleye Trading LLC | 26 | 26 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 70 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 54 |
GOLDMAN SACHS GROUP INC | 35 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 52 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q1 2023 | 47 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q1 2023 | 47 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 47 |
BARCLAYS PLC | 29 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 43 |
MILLENNIUM MANAGEMENT LLC | 25 | 2 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 39 |
Stephens Investment Management Group LLC | 37 | 37 | 0.51% | 0.99% | 1.45% | Q3 2014 | Q3 2023 | 37 |
BAMCO INC /NY/ | 37 | 37 | 0.08% | 0.22% | 0.41% | Q3 2014 | Q3 2023 | 37 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
CIBC Private Wealth Group, LLC | 37 | 37 | 0.00% | 0.06% | 0.23% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
NORTHERN TRUST CORP | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 37 | 37 | 0.00% | 0.02% | 0.14% | Q3 2014 | Q3 2023 | 37 |
FRANKLIN RESOURCES INC | 37 | 37 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 37 |
WELLS FARGO & COMPANY/MN | 37 | 37 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 37 |
STATE STREET CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Bank of New York Mellon Corp | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
JPMORGAN CHASE & CO | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
VANGUARD GROUP INC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
WASATCH ADVISORS LP | 37 | 37 | 0.01% | 1.50% | 3.36% | Q3 2014 | Q3 2023 | 37 |
PRICE T ROWE ASSOCIATES INC /MD/ | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
GEODE CAPITAL MANAGEMENT, LLC | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 37 | 37 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q3 2023 | 37 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 2 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 36 |
AMERICAN INTERNATIONAL GROUP, INC. | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 29 | 5 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 35 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Aureus Asset Management, LLC | 35 | 35 | 0.51% | 1.64% | 2.55% | Q1 2015 | Q3 2023 | 35 |
FMR LLC | 34 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 35 |
VOYA INVESTMENT MANAGEMENT LLC | 34 | 34 | 0.00% | 0.05% | 0.15% | Q2 2015 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 34 | 34 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Louisiana State Employees Retirement System | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
RHUMBLINE ADVISERS | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
TWO SIGMA INVESTMENTS, LP | 12 | 4 | 0.00% | 0.01% | 0.09% | Q3 2016 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
UBS ASSET MANAGEMENT AMERICAS INC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Legal & General Group Plc | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
PUTNAM INVESTMENTS LLC | 30 | 4 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
TEXAS PERMANENT SCHOOL FUND CORP | 34 | 34 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 34 |
PRINCIPAL FINANCIAL GROUP INC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
FEDERATED HERMES, INC. | 25 | 9 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 28 | 5 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 33 |
LPL Financial LLC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
SCOUT INVESTMENTS, INC. | 23 | 10 | 0.02% | 0.14% | 0.28% | Q2 2015 | Q3 2023 | 33 |
Arizona State Retirement System | 33 | 33 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 33 | 0.00% | 0.06% | 0.14% | Q3 2015 | Q3 2023 | 33 |
COMERICA BANK | 31 | 2 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 33 | 33 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 33 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 32 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 32 |
NBW CAPITAL LLC | 32 | 32 | 0.22% | 0.92% | 1.57% | Q4 2015 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 32 | 32 | 0.01% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
KING LUTHER CAPITAL MANAGEMENT CORP | 31 | 31 | 0.01% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
PROFUND ADVISORS LLC | 30 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 31 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 31 | 31 | 0.03% | 0.16% | 0.33% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 31 | 31 | 0.13% | 0.34% | 0.81% | Q1 2016 | Q3 2023 | 31 |
NEXT CENTURY GROWTH INVESTORS LLC | 29 | 2 | 0.15% | 1.47% | 3.02% | Q3 2014 | Q3 2022 | 31 |
FRED ALGER MANAGEMENT, LLC | 27 | 3 | 0.00% | 0.26% | 0.62% | Q3 2014 | Q3 2023 | 30 |
NORGES BANK | 30 | 30 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2022 | 30 |
MACQUARIE GROUP LTD | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.01% | 0.14% | 0.34% | Q1 2015 | Q2 2022 | 30 |
STRS OHIO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 29 |
STIFEL FINANCIAL CORP | 28 | 1 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 29 |
PEREGRINE CAPITAL MANAGEMENT LLC | 29 | 29 | 0.23% | 0.50% | 0.92% | Q3 2016 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.03% | 0.16% | Q3 2016 | Q3 2023 | 29 |
DIMENSIONAL FUND ADVISORS LP | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
FIFTH THIRD BANCORP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 28 |
ProShare Advisors LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 28 |
EATON VANCE MANAGEMENT | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2022 | 28 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 18 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 28 |
SG Americas Securities, LLC | 26 | 2 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
AQR Capital Management | 17 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
AMALGAMATED BANK | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
SEI INVESTMENTS CO | 28 | 28 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 27 |
Cubist Systematic Strategies, LLC | 22 | 1 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q2 2023 | 27 |
Russell Investments Group, Ltd. | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
JANUS HENDERSON GROUP PLC | 27 | 27 | 0.03% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 24 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 3 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 26 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 26 |
GLENMEDE TRUST CO NA | 20 | 6 | 0.00% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
Nuveen Asset Management, LLC | 18 | 8 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 26 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 26 |
STATE OF WISCONSIN INVESTMENT BOARD | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
GILDER GAGNON HOWE & CO LLC | 26 | 26 | 0.01% | 0.06% | 0.10% | Q3 2014 | Q4 2020 | 26 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 26 | 26 | 0.68% | 4.28% | 12.80% | Q2 2017 | Q3 2023 | 26 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 23 | 2 | 0.00% | 0.02% | 0.02% | Q3 2014 | Q3 2023 | 25 |
Pier Capital, LLC | 23 | 1 | 0.54% | 0.97% | 1.58% | Q1 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
GUGGENHEIM CAPITAL LLC | 20 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 24 |
HMS Capital Management, LLC | 13 | 13 | 0.03% | 0.56% | 1.66% | Q3 2016 | Q3 2019 | 24 |
Janney Montgomery Scott LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 24 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q2 2023 | 24 |
State of Tennessee, Treasury Department | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 24 |
SHELTON CAPITAL MANAGEMENT | 15 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 17 | 7 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BERKLEY W R CORP | 23 | 23 | 0.16% | 33.74% | 60.24% | Q3 2014 | Q1 2020 | 23 |
ArrowMark Colorado Holdings LLC | 15 | 8 | 0.38% | 0.87% | 1.63% | Q2 2017 | Q3 2023 | 23 |
MASON STREET ADVISORS, LLC | 23 | 23 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q4 2020 | 23 |
AGF INVESTMENTS INC. | 13 | 1 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q3 2022 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BROWN ADVISORY INC | 23 | 23 | 0.04% | 0.15% | 0.27% | Q1 2018 | Q3 2023 | 23 |
M&T BANK CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
TimesSquare Capital Management, LLC | 15 | 1 | 0.02% | 0.33% | 0.78% | Q3 2014 | Q3 2023 | 23 |
ASHFORD CAPITAL MANAGEMENT INC | 22 | 22 | 1.39% | 2.63% | 4.35% | Q2 2018 | Q3 2023 | 22 |
Walleye Capital LLC | 5 | 2 | 0.00% | 0.02% | 0.16% | Q1 2019 | Q3 2023 | 22 |
Twin Tree Management, LP | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 22 |
WADDELL & REED FINANCIAL INC | 22 | 22 | 0.01% | 0.08% | 0.14% | Q4 2015 | Q1 2021 | 22 |
LOOMIS SAYLES & CO L P | 10 | 1 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
CAPTRUST FINANCIAL ADVISORS | 20 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.02% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
INSPIRION WEALTH ADVISORS, LLC | 21 | 21 | 0.43% | 1.56% | 4.00% | Q3 2018 | Q3 2023 | 21 |
Retirement Systems of Alabama | 21 | 21 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 21 | 21 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
South Dakota Investment Council | 21 | 21 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
SECURIAN ASSET MANAGEMENT, INC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.05% | 0.10% | 0.21% | Q4 2017 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 21 | 21 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 21 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.03% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Granahan Investment Management | 19 | 1 | 0.01% | 1.20% | 1.90% | Q3 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 17 | 1 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 20 |
Motley Fool Asset Management LLC | 20 | 20 | 0.14% | 0.55% | 0.99% | Q4 2018 | Q3 2023 | 20 |
TEACHERS ADVISORS, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2019 | 19 |
Allworth Financial LP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2015 | Q2 2018 | 19 |
SHEETS SMITH WEALTH MANAGEMENT | 17 | 2 | 0.04% | 0.07% | 0.13% | Q2 2018 | Q3 2023 | 19 |
OppenheimerFunds, Inc. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q1 2019 | 19 |
Creative Planning | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q4 2022 | 19 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2019 | 19 |
JENNISON ASSOCIATES LLC | 16 | 3 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2021 | 19 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.12% | 0.22% | Q1 2017 | Q1 2023 | 19 |
FinTrust Capital Advisors, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 19 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Aperio Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 18 |
Morse Asset Management, Inc | 14 | 1 | 0.08% | 0.61% | 1.17% | Q1 2017 | Q1 2023 | 18 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.05% | 0.12% | Q3 2015 | Q2 2023 | 18 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 18 |
Municipal Employees' Retirement System of Michigan | 12 | 6 | 0.01% | 0.03% | 0.06% | Q3 2015 | Q1 2020 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 14 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 18 |
NJ State Employees Deferred Compensation Plan | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Man Group plc | 9 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ROYCE & ASSOCIATES LP | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q3 2020 | 18 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2022 | 18 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 18 |
Foundry Partners, LLC | 18 | 18 | 0.05% | 0.09% | 0.16% | Q4 2016 | Q1 2021 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q4 2022 | 18 |
BLAIR WILLIAM & CO/IL | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.05% | 0.25% | Q3 2014 | Q3 2022 | 17 |
Cortina Asset Management, LLC | 17 | 17 | 0.23% | 0.43% | 0.95% | Q1 2015 | Q1 2019 | 17 |
ANDERSON HOAGLAND & CO | 17 | 17 | 0.32% | 0.65% | 1.73% | Q1 2016 | Q1 2020 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.02% | 0.11% | Q3 2016 | Q1 2023 | 17 |
Versant Capital Management, Inc | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2020 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.78% | 1.42% | 2.75% | Q3 2019 | Q3 2023 | 17 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Summit Creek Advisors LLC | 17 | 17 | 1.04% | 1.99% | 2.75% | Q3 2019 | Q3 2023 | 17 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.08% | 0.19% | Q3 2014 | Q3 2022 | 17 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 17 | 17 | 0.06% | 0.11% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Pacer Advisors, Inc. | 7 | 1 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.02% | 0.06% | 0.14% | Q4 2014 | Q1 2023 | 16 |
MACKENZIE FINANCIAL CORP | 12 | 4 | 0.00% | 0.12% | 0.22% | Q4 2015 | Q3 2023 | 16 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 4 | 0.10% | 0.80% | 1.67% | Q4 2016 | Q4 2022 | 16 |
Artisan Partners Limited Partnership | 16 | 16 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q2 2020 | 16 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 16 | 16 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.04% | 0.10% | Q3 2015 | Q2 2023 | 16 |
Advantage Alpha Capital Partners LP | 16 | 16 | 0.67% | 1.31% | 2.13% | Q4 2019 | Q3 2023 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 12 | 1 | 0.08% | 0.23% | 0.49% | Q3 2017 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Grandeur Peak Global Advisors, LLC | 12 | 1 | 0.08% | 0.23% | 0.41% | Q3 2014 | Q3 2023 | 16 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q2 2023 | 16 |
PineBridge Investments, L.P. | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 16 |
EXANE DERIVATIVES | 8 | 7 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q2 2021 | 15 |
DAVENPORT & Co LLC | 15 | 15 | 0.00% | 0.05% | 0.21% | Q1 2020 | Q3 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Radnor Capital Management, LLC | 9 | 6 | 0.07% | 0.13% | 0.20% | Q3 2019 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
GW&K Investment Management, LLC | 15 | 15 | 0.26% | 0.47% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 11 | 4 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 15 |
PANAGORA ASSET MANAGEMENT INC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.37% | 0.67% | 0.94% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 15 |
DFPG INVESTMENTS, LLC | 15 | 15 | 0.57% | 2.30% | 3.54% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CIM INVESTMENT MANAGEMENT INC | 7 | 1 | 0.07% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.59% | 1.21% | 1.60% | Q1 2020 | Q3 2023 | 15 |
TIVERTON ASSET MANAGEMENT LLC | 15 | 15 | 0.03% | 0.34% | 0.71% | Q1 2016 | Q3 2019 | 15 |
Employees Retirement System of Texas | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q2 2019 | 14 |
EAGLE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2017 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
HSBC HOLDINGS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 14 |
Parallel Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
QS Investors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 14 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
DF DENT & CO INC | 14 | 14 | 0.08% | 0.18% | 0.30% | Q2 2020 | Q3 2023 | 14 |
Motley Fool Wealth Management, LLC | 14 | 14 | 0.16% | 0.42% | 0.60% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TRUIST FINANCIAL CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Paloma Partners Management Co | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2021 | 13 |
OBERWEIS ASSET MANAGEMENT INC/ | 13 | 13 | 0.88% | 1.37% | 2.08% | Q3 2014 | Q3 2017 | 13 |
AMERICAN CAPITAL MANAGEMENT INC | 13 | 13 | 0.04% | 0.35% | 0.53% | Q1 2019 | Q1 2022 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2019 | 13 |
ClariVest Asset Management LLC | 9 | 4 | 0.02% | 0.09% | 0.19% | Q2 2019 | Q3 2023 | 13 |
Echo Street Capital Management LLC | 11 | 1 | 0.00% | 0.76% | 1.28% | Q1 2019 | Q4 2022 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 3 | 0.06% | 0.12% | 0.22% | Q2 2015 | Q3 2018 | 13 |
Tygh Capital Management, Inc. | 8 | 1 | 0.08% | 0.87% | 1.60% | Q3 2014 | Q4 2021 | 13 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.11% | 0.20% | Q4 2015 | Q1 2023 | 13 |
ALPS ADVISORS INC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 13 |
MOODY ALDRICH PARTNERS LLC | 8 | 5 | 0.35% | 0.76% | 1.24% | Q3 2019 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 13 |
Keeler Thomas Management LLC | 13 | 13 | 0.25% | 0.77% | 1.06% | Q4 2017 | Q4 2020 | 13 |
Aristotle Capital Boston, LLC | 13 | 13 | 0.61% | 0.98% | 1.46% | Q3 2020 | Q3 2023 | 13 |
Neuberger Berman Group LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 13 |
Nicholas Investment Partners, LP | 11 | 2 | 0.25% | 0.66% | 1.76% | Q2 2016 | Q2 2022 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.04% | 0.25% | 0.51% | Q4 2017 | Q4 2020 | 13 |
Nationwide Fund Advisors | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2017 | 13 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 13 |
Granite Investment Partners, LLC | 8 | 5 | 0.10% | 0.93% | 1.37% | Q2 2016 | Q4 2022 | 13 |
Elkfork Partners LLC | 12 | 12 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q3 2019 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.11% | 0.25% | 0.54% | Q1 2020 | Q4 2022 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q2 2021 | 12 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 12 |
Advisors Asset Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2019 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2016 | Q3 2019 | 12 |
GROUP ONE TRADING, L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 12 |
Private Advisor Group, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2020 | 12 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 11 |
O'Brien Greene & Co. Inc | 8 | 3 | 0.08% | 0.27% | 0.48% | Q4 2018 | Q3 2021 | 11 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2021 | 11 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 11 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.00% | 0.07% | 0.15% | Q4 2015 | Q2 2019 | 11 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.04% | 0.22% | 0.53% | Q2 2017 | Q3 2023 | 11 |
ALGERT GLOBAL LLC | 5 | 3 | 0.02% | 0.17% | 0.80% | Q3 2020 | Q3 2023 | 11 |
JANUS HENDERSON INVESTORS US LLC | 11 | 11 | 0.00% | 0.05% | 0.09% | Q3 2014 | Q1 2017 | 11 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.08% | 0.36% | Q3 2017 | Q1 2022 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 11 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.10% | 0.17% | Q2 2016 | Q2 2023 | 10 |
BlackRock Institutional Trust Company, N.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 10 |
SHAKER INVESTMENTS LLC/OH | 10 | 10 | 0.16% | 0.35% | 0.77% | Q4 2018 | Q1 2021 | 10 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
State of Wyoming | 10 | 10 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
ACG Wealth | 10 | 10 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q1 2020 | 10 |
BlackRock Fund Advisors | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 10 |
Hood River Capital Management LLC | 4 | 2 | 0.32% | 0.97% | 2.06% | Q1 2016 | Q2 2021 | 10 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q2 2022 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q1 2018 | 10 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 10 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 10 |
Point72 Asset Management, L.P. | 8 | 1 | 0.01% | 0.11% | 0.20% | Q2 2016 | Q3 2023 | 10 |
Neo Ivy Capital Management | 4 | 1 | 0.01% | 0.19% | 0.39% | Q4 2018 | Q3 2023 | 10 |
Pantheon Investment Group, LLC | 9 | 9 | 0.01% | 1.64% | 2.78% | Q4 2019 | Q4 2021 | 10 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.33% | 0.97% | 2.09% | Q3 2014 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.11% | 0.38% | 1.04% | Q4 2015 | Q1 2018 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2020 | 10 |
PIEDMONT INVESTMENT ADVISORS INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 10 |
Jackson Square Partners, LLC | 10 | 10 | 0.60% | 1.09% | 1.62% | Q1 2019 | Q2 2021 | 10 |
Rock Springs Capital Management LP | 5 | 5 | 0.11% | 0.34% | 0.64% | Q4 2016 | Q4 2020 | 10 |
Silvant Capital Management LLC | 10 | 10 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q2 2020 | 10 |
CLEARBRIDGE, LLC | 10 | 10 | 0.23% | 0.45% | 0.66% | Q1 2016 | Q2 2018 | 10 |
CASTLEARK MANAGEMENT LLC | 7 | 1 | 0.00% | 0.12% | 0.39% | Q3 2017 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.02% | 0.16% | 0.59% | Q1 2018 | Q2 2023 | 10 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2016 | 10 |
BlackRock Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 10 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 9 | 9 | 0.04% | 0.12% | 0.21% | Q4 2017 | Q4 2019 | 9 |
SUNTRUST BANKS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 9 |
COLUMBUS CIRCLE INVESTORS | 3 | 1 | 0.01% | 0.09% | 0.30% | Q4 2014 | Q3 2018 | 9 |
Napier Park Global Capital (US) LP | 9 | 9 | 15.52% | 35.06% | 70.21% | Q3 2014 | Q3 2016 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q1 2023 | 9 |
TURNER INVESTMENTS LLC | 5 | 2 | 0.09% | 0.31% | 0.91% | Q3 2014 | Q3 2017 | 9 |
CROSSLINK CAPITAL INC | 9 | 9 | 0.34% | 1.15% | 2.19% | Q3 2014 | Q3 2016 | 9 |
Cipher Capital LP | 5 | 1 | 0.02% | 0.10% | 0.20% | Q1 2018 | Q3 2022 | 9 |
Ranger Investment Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Vontobel Holding Ltd. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q3 2022 | 9 |
Narus Financial Partners, LLC | 7 | 2 | 0.10% | 0.16% | 0.20% | Q2 2017 | Q3 2023 | 9 |
RMB Capital Management, LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q2 2017 | Q2 2019 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 2 | 0.01% | 0.07% | 0.16% | Q2 2020 | Q4 2022 | 9 |
Westover Capital Advisors, LLC | 9 | 9 | 0.31% | 0.48% | 0.69% | Q4 2017 | Q4 2019 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
HUNTINGTON NATIONAL BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 9 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q4 2021 | 9 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.09% | 0.18% | Q1 2015 | Q1 2023 | 9 |
DENVER INVESTMENT ADVISORS LLC | 8 | 1 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q1 2018 | 9 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2023 | 9 |
Mount Yale Investment Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sciencast Management LP | 2 | 1 | 0.07% | 0.15% | 0.23% | Q1 2019 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.11% | 0.17% | Q4 2021 | Q3 2023 | 8 |
APPLETON GROUP, LLC | 3 | 2 | 0.31% | 0.71% | 1.49% | Q1 2021 | Q3 2023 | 8 |
CAMBIAR INVESTORS LLC | 8 | 8 | 0.06% | 0.27% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Tekla Capital Management LLC | 4 | 4 | 0.06% | 0.17% | 0.30% | Q2 2019 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.02% | Q3 2021 | Q2 2023 | 8 |
A.R.T. Advisors, LLC | 5 | 1 | 0.03% | 0.08% | 0.20% | Q4 2015 | Q2 2019 | 8 |
BlackRock Group LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 8 |
Petrus Trust Company, LTA | 5 | 1 | 0.03% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
FCM INVESTMENTS/TX | 8 | 8 | 0.82% | 2.65% | 4.38% | Q1 2016 | Q4 2017 | 8 |
Hodges Capital Management Inc. | 8 | 8 | 0.41% | 1.00% | 1.28% | Q1 2018 | Q4 2019 | 8 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 2 | 0.01% | 0.12% | 0.27% | Q3 2016 | Q4 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.06% | 0.15% | Q4 2020 | Q3 2022 | 8 |
SYNOVUS FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 8 |
BADGLEY PHELPS & BELL INC | 8 | 8 | 0.20% | 0.32% | 0.55% | Q3 2018 | Q2 2020 | 8 |
CAPSTONE ASSET MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 8 |
MACKAY SHIELDS LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 8 | 8 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q4 2019 | 8 |
Catalyst Capital Advisors LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2019 | 8 |
PIER 88 INVESTMENT PARTNERS LLC | 8 | 8 | 0.05% | 0.18% | 0.27% | Q4 2019 | Q3 2021 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 8 |
SECTORAL ASSET MANAGEMENT INC | 7 | 1 | 0.06% | 2.24% | 3.08% | Q2 2020 | Q3 2023 | 8 |
MOODY LYNN & LIEBERSON, LLC | 6 | 1 | 0.04% | 0.56% | 1.10% | Q1 2018 | Q3 2022 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q2 2018 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q1 2021 | 8 |
EAM Investors, LLC | 3 | 1 | 0.27% | 0.43% | 0.53% | Q2 2017 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.06% | 0.10% | Q3 2017 | Q2 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q1 2022 | 7 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cinctive Capital Management LP | 4 | 1 | 0.04% | 0.11% | 0.17% | Q2 2020 | Q1 2023 | 7 |
Commonwealth Equity Services, Inc | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 7 |
Avior Wealth Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.11% | 0.16% | 0.20% | Q4 2018 | Q2 2020 | 7 |
CI INVESTMENTS INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 7 |
NorthCrest Asset Manangement, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2022 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
FIRST MERCANTILE TRUST CO | 7 | 7 | 0.04% | 0.05% | 0.08% | Q1 2017 | Q3 2018 | 7 |
Beck Bode, LLC | 7 | 7 | 0.16% | 0.49% | 0.77% | Q1 2022 | Q3 2023 | 7 |
HC Advisors, LLC | 7 | 7 | 0.44% | 0.50% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
PRIVATE TRUST CO NA | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 7 |
Vestcor Inc | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Ziegler Capital Management, LLC | 7 | 7 | 0.13% | 0.20% | 0.28% | Q1 2020 | Q3 2021 | 7 |
Penserra Capital Management LLC | 3 | 1 | 0.01% | 0.38% | 1.04% | Q4 2016 | Q3 2023 | 7 |
Van Berkom & Associates Inc. | 7 | 7 | 1.90% | 2.19% | 2.48% | Q1 2022 | Q3 2023 | 7 |
Shay Capital LLC | 4 | 1 | 0.05% | 0.17% | 0.29% | Q2 2021 | Q3 2023 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 7 |
Polar Capital Holdings Plc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 7 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 7 |
AXA S.A. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q4 2018 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.19% | 0.28% | Q4 2016 | Q2 2022 | 6 |
FULLER & THALER ASSET MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.08% | 0.11% | Q3 2015 | Q3 2023 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q4 2022 | 6 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 1 | 0.09% | 0.31% | 0.43% | Q1 2017 | Q3 2023 | 6 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 6 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2018 | 6 |
Simplicity Solutions, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 6 |
Eversept Partners, LP | 5 | 1 | 0.51% | 0.98% | 2.09% | Q2 2021 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.08% | 0.14% | Q1 2015 | Q3 2023 | 6 |
Diversified Trust Co | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
FIRST QUADRANT LLC/CA | 6 | 6 | 0.02% | 0.12% | 0.41% | Q2 2018 | Q3 2019 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Ophir Asset Management Pty Ltd | 6 | 6 | 1.34% | 4.41% | 6.46% | Q2 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 6 |
MILES CAPITAL, INC. | 6 | 6 | 0.13% | 0.21% | 0.29% | Q1 2018 | Q2 2019 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 2 | 0.00% | 0.25% | 0.52% | Q3 2015 | Q3 2017 | 6 |
BROWN BROTHERS HARRIMAN & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Woodline Partners LP | 3 | 1 | 0.01% | 0.09% | 0.21% | Q2 2020 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q2 2019 | 6 |
ADVISORY RESEARCH INC | 4 | 2 | 0.02% | 0.21% | 0.62% | Q1 2018 | Q3 2023 | 6 |
CIGNA INVESTMENTS INC /NEW | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q2 2021 | 6 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 6 |
American Portfolios Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q4 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Calamos Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 4 | 2 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q2 2023 | 6 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Trexquant Investment LP | 3 | 1 | 0.04% | 0.10% | 0.24% | Q1 2015 | Q3 2020 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 6 |
DUALITY ADVISERS, LP | 5 | 1 | 0.04% | 0.14% | 0.35% | Q4 2020 | Q1 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q2 2020 | Q3 2022 | 6 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 6 |
Patten Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2018 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
NewEdge Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q1 2016 | Q4 2018 | 5 |
DEERE & CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
Stanley-Laman Group, Ltd. | 5 | 5 | 0.21% | 0.25% | 0.27% | Q4 2018 | Q4 2019 | 5 |
World Asset Management Inc | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2021 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Atika Capital Management LLC | 5 | 5 | 0.43% | 0.53% | 0.63% | Q3 2014 | Q3 2015 | 5 |
WINTON GROUP Ltd | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 5 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2023 | 5 |
Greenhouse Funds LLLP | 5 | 5 | 1.00% | 1.65% | 2.36% | Q3 2020 | Q3 2021 | 5 |
Summit Trail Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 1.10% | 2.15% | 2.63% | Q1 2019 | Q1 2020 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 5 |
Lucha Capital Management, LP | 3 | 2 | 2.27% | 3.97% | 5.91% | Q3 2017 | Q3 2019 | 5 |
Harvest Fund Management Co., Ltd | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 5 |
UBS OCONNOR LLC | 5 | 5 | 0.05% | 0.13% | 0.22% | Q1 2015 | Q1 2016 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q1 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 5 |
V Wealth Advisors LLC | 5 | 5 | 0.08% | 0.14% | 0.25% | Q1 2020 | Q1 2021 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.12% | 0.19% | Q2 2021 | Q3 2023 | 5 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q2 2022 | 5 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 5 | 0.26% | 1.07% | 1.82% | Q2 2017 | Q2 2018 | 5 |
FDx Advisors, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 5 |
AXIOM INVESTORS LLC /DE | 3 | 2 | 0.04% | 0.06% | 0.09% | Q1 2017 | Q1 2020 | 5 |
BBVA USA Bancshares, Inc. | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 5 |
Brookfield Asset Management | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 5 |
Portolan Capital Management | 3 | 1 | 0.41% | 0.60% | 0.75% | Q1 2022 | Q3 2023 | 5 |
Cerebellum GP, LLC | 2 | 1 | 0.07% | 0.24% | 0.30% | Q3 2018 | Q3 2020 | 5 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
New England Research & Management, Inc. | 3 | 1 | 0.19% | 0.33% | 0.56% | Q1 2017 | Q2 2019 | 4 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.09% | 0.26% | Q2 2019 | Q2 2021 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 4 |
Signition LP | 2 | 1 | 0.16% | 0.29% | 0.45% | Q4 2017 | Q2 2019 | 4 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q2 2020 | 4 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.08% | 0.28% | Q1 2019 | Q3 2021 | 4 |
Cerity Partners LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Europe) Ltd | 4 | 4 | 0.02% | 0.09% | 0.27% | Q2 2022 | Q1 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.24% | Q4 2018 | Q1 2023 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.04% | 0.08% | 0.10% | Q1 2018 | Q1 2019 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.12% | 0.30% | 0.49% | Q4 2016 | Q1 2018 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
Rheos Capital Works Inc. | 4 | 4 | 0.33% | 0.75% | 0.99% | Q4 2021 | Q3 2022 | 4 |
Red Cedar Management, LP | 4 | 4 | 4.13% | 5.77% | 7.74% | Q1 2019 | Q4 2019 | 4 |
Gotham Asset Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 4 |
APOGEM CAPITAL LLC | 4 | 4 | 0.19% | 0.34% | 0.54% | Q4 2020 | Q3 2021 | 4 |
Corton Capital Inc. | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Lenox Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
EVERENCE CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q2 2018 | 4 |
Zions Bancorporation | 3 | 1 | 0.02% | 0.08% | 0.19% | Q3 2017 | Q3 2018 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Strategic Advisors LLC | 2 | 2 | 0.12% | 0.23% | 0.33% | Q1 2019 | Q1 2021 | 4 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2017 | 4 |
Concorde Asset Management, LLC | 2 | 1 | 0.12% | 0.28% | 0.68% | Q4 2019 | Q2 2021 | 4 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.08% | 0.15% | 0.23% | Q1 2018 | Q1 2020 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crestwood Capital Management, L.P. | 4 | 4 | 0.74% | 2.77% | 4.74% | Q4 2021 | Q3 2022 | 4 |
S&CO INC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2019 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 4 |
Engle Capital Management, L.P. | 4 | 4 | 1.13% | 1.66% | 2.50% | Q1 2017 | Q4 2017 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2022 | 4 |
Spot Trading L.L.C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 4 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q1 2017 | Q4 2017 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 4 |
Hutchin Hill Capital, LP | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q4 2017 | 4 |
AGF Investments LLC | 3 | 1 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q3 2022 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2019 | 4 |
Redwood Investments, LLC | 3 | 1 | 0.71% | 1.04% | 1.67% | Q2 2018 | Q3 2023 | 4 |
United Asset Strategies, Inc. | 3 | 1 | 0.07% | 0.09% | 0.13% | Q2 2017 | Q3 2018 | 4 |
ARBOR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.64% | 0.86% | 1.27% | Q3 2015 | Q2 2016 | 4 |
Invictus RG | 3 | 1 | 0.09% | 0.31% | 0.60% | Q2 2017 | Q3 2018 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q2 2020 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 4 |
Thematics Asset Management | 4 | 4 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
DUNCKER STREETT & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
ALBION FINANCIAL GROUP /UT | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q4 2017 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Convergence Investment Partners, LLC | 3 | 3 | 0.05% | 0.17% | 0.39% | Q1 2019 | Q3 2019 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 0.00% | 0.09% | 0.15% | Q3 2018 | Q1 2019 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
BlackRock Japan Co. Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 3 | 0.07% | 0.10% | 0.13% | Q2 2021 | Q4 2021 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.14% | 0.23% | Q1 2019 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2019 | 3 |
Sterling Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.17% | 0.41% | Q4 2018 | Q2 2019 | 3 |
Geneva Partners, LLC | 3 | 3 | 0.50% | 0.57% | 0.72% | Q1 2018 | Q3 2018 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Sio Capital Management, LLC | 2 | 1 | 0.52% | 1.11% | 1.52% | Q1 2020 | Q3 2021 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Champlain Investment Partners, LLC | 3 | 3 | 0.08% | 0.20% | 0.27% | Q1 2018 | Q3 2018 | 3 |
Rosenbaum Jay D. | 1 | 1 | 0.32% | 0.38% | 0.46% | Q1 2022 | Q3 2023 | 3 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 3 |
BARDIN HILL MANAGEMENT PARTNERS LP | 3 | 3 | 0.09% | 0.17% | 0.23% | Q3 2014 | Q1 2015 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.19% | 0.21% | 0.23% | Q2 2015 | Q4 2015 | 3 |
Iron Triangle Partners LP | 3 | 3 | 3.86% | 4.31% | 5.17% | Q1 2022 | Q3 2022 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Total Clarity Wealth Management, Inc. | 3 | 3 | 0.29% | 0.34% | 0.44% | Q4 2019 | Q2 2020 | 3 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q1 2023 | 3 |
SENTRY INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
DE BURLO GROUP INC | 3 | 3 | 0.18% | 1.19% | 1.72% | Q2 2018 | Q4 2018 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Spouting Rock Asset Management, LLC | 2 | 1 | 0.26% | 0.27% | 0.27% | Q4 2019 | Q3 2023 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2019 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.17% | 0.34% | Q4 2019 | Q2 2022 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 3 |
EP Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 3 |
FALCON POINT CAPITAL, LLC | 3 | 3 | 0.76% | 0.85% | 1.03% | Q3 2019 | Q1 2020 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.50% | 0.54% | 0.59% | Q4 2018 | Q2 2019 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.10% | 0.13% | 0.18% | Q1 2021 | Q3 2023 | 3 |
ING GROEP NV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 3 |
Dorsal Capital Management, LP | 3 | 3 | 1.81% | 3.20% | 4.03% | Q2 2020 | Q4 2020 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Starfire Investment Advisers, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q2 2019 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2021 | 3 |
Rafferty Asset Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 3 |
Covington Capital Management | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q1 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.90% | 0.98% | 1.05% | Q3 2017 | Q1 2018 | 3 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 3 |
OFI Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.31% | 0.33% | 0.36% | Q1 2023 | Q2 2023 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.24% | 0.35% | Q1 2016 | Q3 2023 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2015 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.15% | 0.16% | 0.18% | Q1 2018 | Q1 2019 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 1.36% | 1.45% | 1.54% | Q3 2019 | Q4 2019 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.32% | 0.35% | Q4 2019 | Q2 2021 | 2 |
Jump Financial, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.16% | 0.30% | Q4 2019 | Q1 2021 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q1 2023 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
DIKER MANAGEMENT LLC | 2 | 2 | 0.51% | 1.00% | 1.49% | Q4 2018 | Q1 2019 | 2 |
PointState Capital LP | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2016 | Q1 2017 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2015 | Q2 2018 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.19% | 0.57% | 0.96% | Q2 2021 | Q2 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Crestline Management, LP | 1 | 1 | 0.06% | 0.14% | 0.21% | Q3 2016 | Q3 2017 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.10% | 0.12% | 0.13% | Q3 2018 | Q3 2019 | 2 |
CIM, LLC | 1 | 1 | 0.07% | 0.12% | 0.17% | Q2 2017 | Q2 2018 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Capital Impact Advisors, LLC | 2 | 2 | 0.64% | 0.68% | 0.72% | Q3 2017 | Q4 2017 | 2 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2019 | Q3 2019 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q2 2019 | 2 |
Econ Financial Services Corp | 1 | 1 | 0.06% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 2 | 1.79% | 2.48% | 3.16% | Q1 2022 | Q2 2022 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q2 2022 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.16% | 0.21% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Premier Fund Managers Ltd | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 2 |
CenterBook Partners LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2018 | Q4 2018 | 2 |
Olympiad Research LP | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q4 2021 | 2 |
Partners Group Holding AG | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Weaver Consulting Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2021 | Q3 2021 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2021 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Otter Creek Advisors, LLC | 2 | 2 | 0.48% | 0.55% | 0.62% | Q2 2018 | Q3 2018 | 2 |
Robeco Institutional Asset Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Concord Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q3 2019 | Q4 2019 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.60% | 0.64% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.11% | 0.56% | 1.00% | Q3 2018 | Q1 2019 | 2 |
SYQUANT CAPITAL SAS | 2 | 2 | 2.20% | 7.13% | 12.06% | Q1 2021 | Q2 2021 | 2 |
Quarry LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
TCW GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
BLUESTEIN R H & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.26% | 0.47% | 0.68% | Q4 2016 | Q1 2017 | 2 |
Monashee Investment Management LLC | 1 | 1 | 1.05% | 3.07% | 5.10% | Q3 2015 | Q1 2021 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
BTC Capital Management, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
AVIVA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Polar Capital LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2016 | Q1 2016 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2022 | Q4 2022 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
1st Global Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Unigestion Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2018 | Q3 2018 | 1 |
Choate Investment Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Amica Retiree Medical Trust | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
MAZAMA CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Consolidated Investment Group LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Versor Investments LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
Alambic Investment Management, L.P. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2018 | Q3 2018 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Madison Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Stevard, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG Capital Management LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2021 | Q2 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
Aristides Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2017 | Q3 2017 | 1 |
OAKBROOK INVESTMENTS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
AHL Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Summit Global Investments | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AMICA MUTUAL INSURANCE CO | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
AtonRa Partners | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2020 | Q4 2020 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2015 | Q3 2015 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital World Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PA Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BFSG, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Human Investing LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2018 | Q3 2018 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2017 | Q2 2017 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 56.27% | 56.27% | 56.27% | Q4 2019 | Q4 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own HEALTHEQUITY INC or have owned HEALTHEQUITY INC in the past.