Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 93 |
Citadel Advisors | 18 | 5 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 71 |
Cutler Group LLC / CA | 23 | 23 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2021 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.10% | Q1 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.02% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
K.J. Harrison & Partners Inc | 42 | 42 | 0.23% | 0.51% | 1.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STONE RUN CAPITAL, LLC | 42 | 42 | 1.56% | 2.73% | 4.54% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.12% | 0.31% | 0.83% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.26% | 0.55% | 1.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.34% | 1.02% | 2.09% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
D. E. Shaw & Co., Inc. | 20 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
PRINCIPAL FINANCIAL GROUP INC | 32 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 40 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
TCW GROUP INC | 24 | 15 | 0.01% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 39 |
Fisher Asset Management, LLC | 39 | 39 | 0.01% | 0.10% | 0.23% | Q1 2014 | Q3 2023 | 39 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 38 |
Advisors Asset Management, Inc. | 36 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 38 |
Walleye Trading LLC | 15 | 15 | 0.00% | 0.00% | 0.05% | Q1 2020 | Q3 2023 | 38 |
FIFTH THIRD BANCORP | 36 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 20 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 38 |
US BANCORP \DE\ | 35 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 38 |
J.P. Morgan Private Wealth Advisors LLC | 19 | 18 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
AMERIPRISE FINANCIAL INC | 31 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 37 | 37 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 37 | 37 | 0.00% | 0.02% | 0.03% | Q3 2014 | Q3 2023 | 37 |
HUNTINGTON NATIONAL BANK | 35 | 2 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 37 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 37 |
Renaissance Technologies | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 15 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 36 |
AMALGAMATED BANK | 30 | 6 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
RIVERBRIDGE PARTNERS LLC | 35 | 35 | 0.15% | 2.12% | 2.92% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 35 |
COMMERCE BANK | 22 | 13 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 35 |
STIFEL FINANCIAL CORP | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 12 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 19 | 15 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 34 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 33 |
PEAK6 Investments LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 33 |
Plante Moran Financial Advisors, LLC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.02% | 0.05% | 0.07% | Q3 2015 | Q3 2023 | 33 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2023 | 33 |
LPL Financial LLC | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 33 |
PRUDENTIAL FINANCIAL INC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 21 | 2 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 32 |
Baillie Gifford | 32 | 32 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 32 |
Neuberger Berman Group LLC | 20 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 31 |
BAHL & GAYNOR INC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Southeast Asset Advisors Inc. | 31 | 31 | 0.09% | 0.22% | 0.56% | Q2 2013 | Q4 2020 | 31 |
M&T BANK CORP | 26 | 5 | 0.00% | 0.01% | 0.22% | Q3 2014 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 27 | 4 | 0.00% | 0.14% | 0.36% | Q3 2013 | Q3 2023 | 31 |
HANCOCK WHITNEY CORP | 31 | 31 | 0.05% | 0.33% | 0.60% | Q3 2013 | Q1 2021 | 31 |
Bath Savings Trust Co | 30 | 30 | 0.15% | 0.58% | 0.99% | Q2 2016 | Q3 2023 | 30 |
Janney Montgomery Scott LLC | 25 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 30 |
Select Equity Group, L.P. | 29 | 1 | 0.15% | 0.72% | 1.47% | Q4 2013 | Q1 2023 | 30 |
Utah Retirement Systems | 30 | 30 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Anchor Investment Management, LLC | 30 | 30 | 0.02% | 0.05% | 0.11% | Q3 2016 | Q4 2023 | 30 |
STRS OHIO | 12 | 8 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 30 |
FDx Advisors, Inc. | 17 | 13 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 30 |
Bell Bank | 30 | 30 | 0.11% | 0.20% | 0.29% | Q2 2016 | Q3 2023 | 30 |
QUADRANT CAPITAL GROUP LLC | 19 | 10 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
First Horizon Advisors, Inc. | 19 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 19 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 28 | 28 | 0.01% | 0.06% | 0.20% | Q2 2014 | Q1 2021 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 1 | 0.01% | 0.06% | 0.14% | Q2 2016 | Q2 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Snowden Capital Advisors LLC | 20 | 8 | 0.09% | 0.48% | 0.86% | Q3 2016 | Q3 2023 | 28 |
LOOMIS SAYLES & CO L P | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2021 | 27 |
FRED ALGER MANAGEMENT, LLC | 27 | 27 | 0.02% | 0.27% | 0.55% | Q1 2017 | Q3 2023 | 27 |
MARSICO CAPITAL MANAGEMENT LLC | 27 | 27 | 0.03% | 0.21% | 0.58% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.09% | 0.18% | 0.24% | Q1 2017 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
VICTORY CAPITAL MANAGEMENT INC | 27 | 27 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Verity Asset Management, Inc. | 21 | 1 | 0.19% | 0.50% | 1.04% | Q1 2016 | Q3 2023 | 27 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Cubist Systematic Strategies, LLC | 19 | 2 | 0.00% | 0.08% | 0.26% | Q3 2016 | Q2 2023 | 26 |
Nuveen Asset Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 26 |
GUGGENHEIM CAPITAL LLC | 17 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 26 |
MARSHALL WACE, LLP | 22 | 1 | 0.00% | 0.04% | 0.17% | Q2 2014 | Q2 2023 | 26 |
AMERICAN CENTURY COMPANIES INC | 18 | 1 | 0.00% | 0.11% | 0.26% | Q3 2013 | Q3 2023 | 26 |
FineMark National Bank & Trust | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
GSA CAPITAL PARTNERS LLP | 9 | 1 | 0.01% | 0.08% | 0.24% | Q3 2013 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.06% | 0.08% | 0.15% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 25 |
Stratos Wealth Partners, LTD. | 25 | 25 | 0.05% | 0.13% | 0.18% | Q3 2017 | Q3 2023 | 25 |
Ironwood Investment Counsel, LLC | 25 | 25 | 0.04% | 0.12% | 0.18% | Q3 2017 | Q3 2023 | 25 |
CONGRESS ASSET MANAGEMENT CO /MA | 25 | 25 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q3 2023 | 25 |
FRANKLIN RESOURCES INC | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
PUTNAM INVESTMENTS LLC | 13 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
Advisory Services Network, LLC | 15 | 10 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 25 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 25 | 25 | 0.09% | 0.21% | 0.44% | Q3 2017 | Q3 2023 | 25 |
Aperio Group, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 25 |
Rafferty Asset Management, LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Integrated Investment Consultants, LLC | 14 | 1 | 0.03% | 0.08% | 0.13% | Q1 2016 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.08% | 0.18% | Q2 2014 | Q4 2021 | 25 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Voya Financial Advisors, Inc. | 24 | 24 | 0.01% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Baystate Wealth Management LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Penobscot Investment Management Company, Inc. | 24 | 24 | 0.14% | 0.39% | 0.53% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Veritable, L.P. | 23 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 24 |
Gotham Asset Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 24 |
Squarepoint Ops LLC | 19 | 1 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 24 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 17 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Concorde Asset Management, LLC | 15 | 1 | 0.27% | 0.57% | 1.37% | Q1 2017 | Q3 2023 | 23 |
AE Wealth Management LLC | 23 | 23 | 0.01% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 23 |
WESTPAC BANKING CORP | 15 | 8 | 0.01% | 0.03% | 0.13% | Q4 2015 | Q1 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
EAGLE ASSET MANAGEMENT INC | 23 | 23 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2018 | 23 |
West Oak Capital, LLC | 20 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 23 |
abrdn plc | 18 | 5 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2023 | 23 |
TOMPKINS FINANCIAL CORP | 21 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 23 |
LAZARD ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.09% | 0.38% | Q3 2014 | Q3 2023 | 23 |
AQR Capital Management | 22 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 19 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.03% | 0.36% | 0.45% | Q4 2017 | Q3 2023 | 23 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Copeland Capital Management, LLC | 23 | 23 | 0.01% | 1.24% | 2.34% | Q3 2014 | Q1 2020 | 23 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 9 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q1 2021 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 12 | 10 | 0.01% | 0.36% | 1.09% | Q1 2018 | Q3 2023 | 22 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 22 | 22 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Asset Management One Co., Ltd. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BAMCO INC /NY/ | 22 | 22 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
Telemark Asset Management, LLC | 20 | 2 | 1.20% | 3.14% | 5.02% | Q1 2015 | Q3 2023 | 22 |
CLEARBRIDGE, LLC | 21 | 21 | 0.15% | 0.24% | 0.45% | Q2 2013 | Q2 2018 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
WASHINGTON CAPITAL MANAGEMENT, INC | 21 | 21 | 0.29% | 0.62% | 0.95% | Q4 2014 | Q4 2019 | 21 |
Paloma Partners Management Co | 11 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Mitsubishi UFJ Asset Management Co., Ltd. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 21 | 21 | 0.04% | 0.33% | 0.58% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 21 |
Moors & Cabot, Inc. | 21 | 21 | 0.03% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Man Group plc | 18 | 3 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2023 | 21 |
Nikko Asset Management Americas, Inc. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
GW&K Investment Management, LLC | 21 | 21 | 0.02% | 0.46% | 0.82% | Q2 2013 | Q2 2018 | 21 |
EQUITABLE TRUST CO | 21 | 21 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.07% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 20 |
NICHOLAS COMPANY, INC. | 20 | 20 | 0.06% | 0.11% | 0.16% | Q3 2014 | Q2 2019 | 20 |
Johnson Financial Group, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 20 | 20 | 0.10% | 0.22% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.20% | 0.73% | Q1 2013 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.00% | 0.14% | 0.25% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.06% | Q4 2017 | Q3 2022 | 20 |
BBVA USA Bancshares, Inc. | 15 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 20 |
COLONY GROUP LLC | 18 | 1 | 0.02% | 0.06% | 0.20% | Q4 2018 | Q3 2023 | 19 |
PANAGORA ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 19 |
Point72 Hong Kong Ltd | 9 | 2 | 0.00% | 0.04% | 0.09% | Q3 2016 | Q3 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2023 | 19 |
MYCIO WEALTH PARTNERS, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2019 | 19 |
Private Advisor Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Cutter & CO Brokerage, Inc. | 19 | 19 | 0.21% | 1.56% | 2.37% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 19 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q4 2022 | 19 |
HARDING LOEVNER LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
Quantinno Capital Management LP | 19 | 19 | 0.04% | 0.20% | 0.36% | Q1 2019 | Q3 2023 | 19 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.04% | 0.20% | Q1 2018 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.01% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
DekaBank Deutsche Girozentrale | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EFG Asset Management (Americas) Corp. | 13 | 5 | 0.08% | 0.64% | 1.43% | Q1 2017 | Q3 2021 | 18 |
Crescent Grove Advisors, LLC | 18 | 18 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
GILDER GAGNON HOWE & CO LLC | 14 | 4 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.01% | 0.01% | 0.07% | Q2 2019 | Q3 2023 | 18 |
AXA S.A. | 18 | 18 | 0.02% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 14 | 4 | 0.03% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Mitsubishi UFJ Trust & Banking Corp | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TORONTO DOMINION BANK | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Dai-ichi Life Insurance Company, Ltd | 18 | 18 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 18 | 0.06% | 0.25% | 0.68% | Q2 2019 | Q3 2023 | 18 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 5 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q2 2023 | 17 |
WEDBUSH SECURITIES INC | 14 | 3 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Capital Advisors, Ltd. LLC | 11 | 6 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
Allworth Financial LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Redwood Investments, LLC | 14 | 3 | 0.02% | 0.10% | 0.46% | Q2 2019 | Q3 2023 | 17 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
KBC Group NV | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 17 |
Carlson Capital Management | 13 | 4 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 17 |
Rehmann Capital Advisory Group | 10 | 7 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 17 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.02% | 0.35% | 1.19% | Q1 2019 | Q3 2023 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q3 2023 | 17 |
GATEWAY INVESTMENT ADVISERS LLC | 17 | 17 | 0.02% | 0.08% | 0.11% | Q3 2019 | Q3 2023 | 17 |
HWG Holdings LP | 6 | 2 | 0.00% | 0.53% | 2.52% | Q1 2018 | Q4 2023 | 17 |
Intrinsic Edge Capital Management LLC | 14 | 1 | 0.14% | 0.47% | 0.69% | Q1 2017 | Q3 2023 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
AVIVA PLC | 17 | 17 | 0.00% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 17 |
RKL Wealth Management LLC | 13 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 17 |
PFG Advisors | 8 | 2 | 0.02% | 0.21% | 0.37% | Q4 2018 | Q3 2023 | 16 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 16 |
OppenheimerFunds, Inc. | 12 | 4 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q1 2019 | 16 |
NAVELLIER & ASSOCIATES INC | 14 | 2 | 0.04% | 1.16% | 2.28% | Q3 2013 | Q1 2020 | 16 |
Valeo Financial Advisors, LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 16 | 16 | 0.00% | 0.05% | 0.18% | Q4 2016 | Q3 2020 | 16 |
Lindbrook Capital, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Yorktown Management & Research Co Inc | 16 | 16 | 0.10% | 0.26% | 0.54% | Q3 2018 | Q2 2022 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BNP Paribas Asset Management Holding S.A. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 16 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.10% | 0.30% | Q2 2014 | Q2 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
WHITTIER TRUST CO | 12 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FORTALEZA ASSET MANAGEMENT INC/ | 16 | 16 | 0.15% | 0.47% | 1.26% | Q3 2014 | Q2 2018 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ROYAL LONDON ASSET MANAGEMENT LTD | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Capital Analysts, LLC | 13 | 1 | 0.00% | 0.04% | 0.08% | Q4 2012 | Q3 2023 | 16 |
NumerixS Investment Technologies Inc | 12 | 4 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q2 2020 | 16 |
COMERICA BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
FIRST HAWAIIAN BANK | 9 | 7 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 16 |
GM Advisory Group, LLC | 13 | 3 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 15 |
Stonebridge Capital Advisors LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Ironvine Capital Partners, LLC | 15 | 15 | 0.94% | 1.20% | 1.49% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Marshall Wace North America L.P. | 15 | 15 | 0.01% | 0.29% | 0.79% | Q3 2017 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 5 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 15 |
AGF INVESTMENTS INC. | 15 | 15 | 0.02% | 0.08% | 0.16% | Q3 2016 | Q1 2020 | 15 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 11 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
GEORGE KAISER FAMILY FOUNDATION | 15 | 15 | 0.25% | 0.34% | 0.53% | Q1 2020 | Q3 2023 | 15 |
SECURITY ASSET MANAGEMENT | 15 | 15 | 0.17% | 1.15% | 1.94% | Q3 2019 | Q1 2023 | 15 |
Lisanti Capital Growth, LLC | 15 | 15 | 0.19% | 0.98% | 2.08% | Q3 2016 | Q1 2020 | 15 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 15 |
WEATHERBIE CAPITAL, LLC | 15 | 15 | 0.84% | 1.74% | 3.08% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
TD ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.02% | 0.16% | Q1 2020 | Q3 2023 | 15 |
SEEYOND | 15 | 15 | 0.01% | 0.09% | 0.28% | Q2 2019 | Q4 2022 | 15 |
Capital International Investors | 15 | 15 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
CHILTON INVESTMENT CO INC. | 15 | 15 | 0.01% | 1.16% | 2.45% | Q3 2017 | Q1 2021 | 15 |
Symmetry Partners, LLC | 6 | 1 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q4 2023 | 15 |
Icon Wealth Partners, LLC | 8 | 1 | 0.03% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 15 |
Bruderman Asset Management, LLC | 8 | 3 | 0.05% | 2.30% | 7.04% | Q1 2018 | Q1 2022 | 15 |
Doyle Wealth Management | 14 | 1 | 0.02% | 0.09% | 0.16% | Q4 2018 | Q3 2022 | 15 |
WealthTrust-Arizona, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2018 | 15 |
HOWE & RUSLING INC | 15 | 15 | 0.00% | 0.04% | 0.36% | Q1 2019 | Q3 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
TRUST CO OF VERMONT | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 14 |
CHICAGO TRUST Co NA | 10 | 4 | 0.09% | 0.13% | 0.18% | Q1 2019 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 14 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Redpoint Investment Management Pty Ltd | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2022 | 14 |
Avalon Investment & Advisory | 14 | 14 | 0.05% | 0.07% | 0.10% | Q1 2016 | Q2 2019 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
Integrated Wealth Concepts LLC | 7 | 3 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 14 |
PEREGRINE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.80% | 1.17% | 1.58% | Q2 2020 | Q3 2023 | 14 |
Venturi Wealth Management, LLC | 11 | 3 | 0.01% | 0.11% | 0.18% | Q1 2020 | Q3 2023 | 14 |
Sepio Capital, LP | 14 | 14 | 0.03% | 0.06% | 0.19% | Q1 2020 | Q2 2023 | 14 |
Capital World Investors | 14 | 14 | 0.03% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Buckingham Capital Management, Inc. | 14 | 14 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Carnegie Capital Asset Management, LLC | 14 | 14 | 0.06% | 0.10% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 12 | 2 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 14 | 14 | 0.07% | 1.08% | 1.57% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q2 2023 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 2 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 14 |
SpiderRock Advisors, LLC | 14 | 14 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Zions Bancorporation, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 5 | 0.00% | 0.12% | 0.40% | Q1 2018 | Q2 2023 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2019 | 13 |
PRECEPT MANAGEMENT LLC | 8 | 8 | 0.01% | 1.88% | 3.08% | Q1 2020 | Q4 2021 | 13 |
FORTE CAPITAL LLC /ADV | 13 | 13 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 5 | 3 | 0.02% | 0.07% | 0.15% | Q4 2018 | Q2 2022 | 13 |
Achmea Investment Management B.V. | 10 | 3 | 0.08% | 0.11% | 0.16% | Q2 2019 | Q4 2022 | 13 |
CHARTWELL INVESTMENT PARTNERS, LLC | 13 | 13 | 0.02% | 0.10% | 0.16% | Q4 2016 | Q4 2019 | 13 |
Freedom Investment Management, Inc. | 13 | 13 | 0.05% | 0.07% | 0.10% | Q3 2019 | Q3 2022 | 13 |
WFG Advisors, LP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CENTAURUS FINANCIAL, INC. | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2022 | 13 |
Catalyst Capital Advisors LLC | 8 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q4 2019 | 13 |
NJ State Employees Deferred Compensation Plan | 13 | 13 | 0.24% | 0.31% | 0.41% | Q1 2014 | Q1 2017 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
FORT, L.P. | 10 | 3 | 0.02% | 0.19% | 0.34% | Q2 2018 | Q4 2022 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 13 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.10% | 0.25% | Q2 2015 | Q2 2022 | 13 |
Savant Capital, LLC | 11 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Calamos Wealth Management LLC | 4 | 1 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Ensign Peak Advisors, Inc | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Robeco Institutional Asset Management B.V. | 8 | 4 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 12 |
MOODY LYNN & LIEBERSON, LLC | 5 | 2 | 0.03% | 0.25% | 0.61% | Q3 2017 | Q3 2023 | 12 |
WADE G W & INC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Nicholas Investment Partners, LP | 7 | 5 | 0.23% | 0.31% | 0.48% | Q3 2016 | Q3 2019 | 12 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q2 2023 | 12 |
SHINE INVESTMENT ADVISORY SERVICES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 12 |
SHELL ASSET MANAGEMENT CO | 9 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 12 |
ETRADE Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2020 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.04% | 0.17% | Q1 2019 | Q3 2023 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.15% | 0.16% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BROOKTREE CAPITAL MANAGEMENT | 12 | 12 | 0.21% | 1.60% | 2.18% | Q1 2020 | Q4 2022 | 12 |
WENDELL DAVID ASSOCIATES INC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.51% | 0.68% | 0.93% | Q4 2020 | Q3 2023 | 12 |
WCM INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PDT Partners, LLC | 8 | 1 | 0.01% | 0.17% | 0.38% | Q2 2013 | Q2 2023 | 12 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Lagoda Investment Management, L.P. | 12 | 12 | 0.06% | 0.25% | 0.50% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2019 | 12 |
AdvisorShares Investments LLC | 12 | 12 | 0.12% | 0.44% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Davidson Capital Management Inc. | 12 | 12 | 0.00% | 0.53% | 1.19% | Q4 2019 | Q3 2022 | 12 |
Capital International Sarl | 9 | 3 | 0.06% | 0.11% | 0.25% | Q1 2020 | Q3 2023 | 12 |
Korea Investment CORP | 7 | 4 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 11 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 11 |
AHL Partners LLP | 8 | 3 | 0.02% | 0.09% | 0.25% | Q1 2015 | Q4 2017 | 11 |
ASSET MANAGEMENT CORP /IL/ /ADV | 10 | 1 | 0.14% | 0.18% | 0.22% | Q4 2019 | Q3 2022 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.06% | 0.16% | 0.28% | Q4 2017 | Q2 2020 | 11 |
Mondrian Investment Partners LTD | 11 | 11 | 0.00% | 0.07% | 0.09% | Q3 2015 | Q1 2018 | 11 |
AGF Investments LLC | 11 | 11 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q1 2020 | 11 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.15% | 0.28% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Maryland Capital Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 11 |
PROFESSIONAL PLANNING | 11 | 11 | 0.60% | 1.72% | 2.92% | Q2 2018 | Q4 2020 | 11 |
Spouting Rock Asset Management, LLC | 6 | 1 | 0.15% | 0.33% | 0.68% | Q4 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 11 |
PALISADE CAPITAL MANAGEMENT, LP | 11 | 11 | 0.02% | 0.06% | 0.26% | Q4 2014 | Q2 2017 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q4 2020 | 11 |
THB ASSET MANAGEMENT | 11 | 11 | 0.08% | 0.13% | 0.17% | Q2 2016 | Q4 2018 | 11 |
AMP Capital Investors Ltd | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ARK Investment Management | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 11 |
LORD, ABBETT & CO. LLC | 5 | 1 | 0.01% | 0.13% | 0.37% | Q2 2013 | Q2 2023 | 11 |
STEPHENS INC /AR/ | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2023 | 11 |
Vestcor Inc | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
USS Investment Management Ltd | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2022 | 10 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q1 2023 | 10 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 10 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q4 2020 | 10 |
Brown Advisory Securities, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2020 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.09% | 0.36% | Q3 2018 | Q1 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2020 | 10 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.14% | 0.74% | Q1 2018 | Q1 2021 | 10 |
Artisan Partners Limited Partnership | 10 | 10 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q1 2019 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BOKF, NA | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
PYA Waltman Capital, LLC | 6 | 4 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2022 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
TURNER INVESTMENTS LLC | 5 | 1 | 0.12% | 0.37% | 0.82% | Q2 2013 | Q3 2017 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q1 2022 | 10 |
Timpani Capital Management LLC | 7 | 3 | 0.30% | 0.93% | 1.72% | Q1 2016 | Q1 2019 | 10 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Ardevora Asset Management LLP | 8 | 2 | 0.00% | 0.95% | 1.39% | Q4 2015 | Q2 2018 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 10 |
JENNISON ASSOCIATES LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Steinberg Global Asset Management | 10 | 10 | 0.20% | 0.38% | 0.65% | Q4 2016 | Q1 2019 | 10 |
ALGERT GLOBAL LLC | 7 | 1 | 0.20% | 0.43% | 0.65% | Q3 2013 | Q4 2021 | 10 |
Connecticut Wealth Management, LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 7 | 3 | 0.00% | 0.06% | 0.14% | Q2 2018 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CIBC Asset Management Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
1st Global Advisors, Inc. | 10 | 10 | 0.03% | 0.05% | 0.10% | Q1 2015 | Q2 2017 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Capital International, Inc./CA/ | 8 | 2 | 0.01% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 10 |
First Allied Advisory Services, Inc. | 7 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 9 |
APG Asset Management N.V. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 9 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.11% | 0.19% | 0.34% | Q2 2017 | Q3 2023 | 9 |
HC FINANCIAL ADVISORS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Livforsakringsbolaget Skandia, Omsesidigt | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.22% | 0.26% | 0.32% | Q3 2021 | Q3 2023 | 9 |
Truvvo Partners LLC | 9 | 9 | 0.15% | 0.18% | 0.22% | Q4 2015 | Q4 2017 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2021 | 9 |
ARGI Investment Services, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 9 |
Fiduciary Trust Co International of Pennsylvania | 9 | 9 | 0.16% | 0.23% | 0.29% | Q2 2013 | Q2 2015 | 9 |
FORA Capital, LLC | 5 | 1 | 0.05% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 9 | 9 | 0.12% | 0.24% | 0.34% | Q4 2017 | Q4 2019 | 9 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 9 |
Tygh Capital Management, Inc. | 7 | 2 | 0.19% | 1.10% | 1.80% | Q1 2015 | Q2 2017 | 9 |
HANSEATIC MANAGEMENT SERVICES INC | 9 | 9 | 0.29% | 0.98% | 1.76% | Q4 2017 | Q4 2019 | 9 |
Harvest Fund Management Co., Ltd | 6 | 3 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2023 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.03% | 0.06% | 0.11% | Q2 2019 | Q2 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 9 |
BerganKDV Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 9 |
Financial Architects, Inc | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2020 | 9 |
Origin Asset Management LLP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 9 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.07% | 0.30% | Q4 2018 | Q2 2022 | 9 |
Parallax Volatility Advisers, L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
AlphaStar Capital Management, LLC | 9 | 9 | 0.08% | 0.17% | 0.24% | Q4 2017 | Q4 2019 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2022 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 9 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 9 |
CI Global Investments Inc. | 9 | 9 | 0.08% | 0.17% | 0.42% | Q2 2013 | Q2 2015 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q4 2022 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 9 |
Steward Partners Investment Advisory, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2023 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 9 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.06% | 0.16% | Q2 2017 | Q4 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Newfound Research LLC | 8 | 8 | 0.15% | 0.20% | 0.35% | Q4 2020 | Q3 2022 | 8 |
OLD NATIONAL BANCORP /IN/ | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Virtus Fund Advisers, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2016 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 8 |
Sigma Planning Corp | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 8 |
BB&T SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Alpine Peaks Capital, LP | 8 | 8 | 2.53% | 3.37% | 4.00% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.02% | 0.16% | Q1 2020 | Q2 2023 | 8 |
Cerity Partners LLC | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 4 | 1 | 0.02% | 0.13% | 0.26% | Q3 2020 | Q3 2023 | 8 |
WINTON GROUP Ltd | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2023 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Cavalier Investments, LLC | 8 | 8 | 0.26% | 0.42% | 0.59% | Q2 2018 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.06% | 0.10% | 0.12% | Q4 2019 | Q3 2021 | 8 |
Tortoise Investment Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 8 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.12% | 0.41% | Q1 2019 | Q4 2021 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HARTFORD INVESTMENT MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Jump Financial, LLC | 3 | 2 | 0.02% | 0.11% | 0.26% | Q3 2020 | Q3 2023 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2021 | 8 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 2 | 0.04% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 8 |
DUDLEY & SHANLEY, INC. | 8 | 8 | 0.04% | 0.21% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.09% | 0.19% | Q2 2015 | Q2 2022 | 8 |
CHICAGO EQUITY PARTNERS LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2016 | Q1 2020 | 8 |
Ensemble Capital Management | 8 | 8 | 0.08% | 0.12% | 0.16% | Q1 2020 | Q4 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q1 2021 | 8 |
NATIXIS | 3 | 1 | 0.00% | 0.12% | 0.46% | Q4 2018 | Q1 2022 | 8 |
CSS LLC/IL | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q2 2015 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2015 | 7 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 1 | 0.01% | 0.09% | 0.25% | Q2 2021 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Andra AP-fonden | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2019 | Q4 2020 | 7 |
XTX Topco Ltd | 4 | 3 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q2 2023 | 7 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.27% | 0.28% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Csenge Advisory Group | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 7 |
MENTA CAPITAL LLC | 3 | 1 | 0.03% | 0.15% | 0.42% | Q4 2015 | Q2 2019 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Ancora Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mutual Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.21% | 0.27% | 0.36% | Q4 2018 | Q2 2020 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
State of Alaska, Department of Revenue | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.11% | 0.19% | 0.32% | Q4 2018 | Q2 2023 | 7 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q4 2022 | 7 |
Aubrey Capital Management Ltd | 7 | 7 | 1.33% | 2.44% | 3.18% | Q1 2022 | Q3 2023 | 7 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 7 |
TrinityPoint Wealth, LLC | 4 | 3 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q2 2023 | 7 |
Calamos Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 7 |
Essex LLC | 5 | 2 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.01% | 0.29% | 0.63% | Q1 2017 | Q4 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 7 |
Motley Fool Asset Management LLC | 5 | 2 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 7 |
Markel Corporation | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 7 |
Mn Services Vermogensbeheer B.V. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.15% | 0.34% | Q4 2017 | Q4 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.04% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.12% | 0.14% | 0.21% | Q1 2021 | Q4 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 7 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q2 2017 | 7 |
PineBridge Investments, L.P. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2023 | 7 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 2 | 0.12% | 0.26% | 0.56% | Q4 2019 | Q4 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 6 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Neo Ivy Capital Management | 5 | 1 | 0.09% | 0.33% | 0.81% | Q2 2019 | Q3 2021 | 6 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 6 | 6 | 0.17% | 0.20% | 0.24% | Q2 2020 | Q3 2021 | 6 |
MARSHALL WACE ASIA Ltd | 6 | 6 | 0.45% | 0.72% | 0.88% | Q3 2018 | Q4 2019 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.09% | 0.19% | Q2 2018 | Q4 2019 | 6 |
DEERE & CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.00% | 0.15% | 0.23% | Q3 2018 | Q1 2020 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
CASTLEARK MANAGEMENT LLC | 4 | 2 | 0.07% | 0.21% | 0.44% | Q1 2016 | Q3 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 1 | 0.30% | 0.43% | 0.63% | Q1 2015 | Q4 2018 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 6 |
NEXT CENTURY GROWTH INVESTORS LLC | 6 | 6 | 0.20% | 0.26% | 0.31% | Q4 2013 | Q1 2015 | 6 |
Geneva Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2014 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Riverview Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 6 |
Versor Investments LP | 2 | 1 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 6 |
Roundview Capital LLC | 4 | 2 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MQS Management LLC | 3 | 3 | 0.13% | 0.31% | 0.48% | Q4 2021 | Q3 2023 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.02% | 0.07% | 0.15% | Q3 2014 | Q4 2016 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.12% | 0.25% | 0.34% | Q3 2019 | Q2 2023 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.06% | 0.27% | 0.57% | Q4 2018 | Q1 2021 | 6 |
CLINTON GROUP INC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q3 2014 | Q1 2017 | 6 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.04% | 0.13% | 0.22% | Q3 2018 | Q2 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Princeton Global Asset Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
CIBC WORLD MARKET INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 6 |
MASON STREET ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Bridgefront Capital, LLC | 2 | 1 | 0.13% | 0.24% | 0.37% | Q4 2020 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q2 2022 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2022 | 6 |
Capital Bank & Trust Co | 6 | 6 | 0.18% | 0.30% | 0.34% | Q1 2020 | Q2 2021 | 6 |
Qtron Investments LLC | 6 | 6 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Crossmark Global Holdings, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 6 |
Opera Trading Capital | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2020 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 6 | 6 | 0.05% | 0.19% | 0.47% | Q1 2014 | Q2 2015 | 6 |
New England Research & Management, Inc. | 4 | 1 | 0.26% | 0.29% | 0.35% | Q1 2018 | Q2 2020 | 5 |
FORSTA AP-FONDEN | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 5 |
ALPS ADVISORS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.05% | 0.35% | 0.58% | Q2 2013 | Q2 2014 | 5 |
Caption Management, LLC | 2 | 1 | 0.03% | 0.12% | 0.22% | Q3 2019 | Q4 2021 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.19% | 0.29% | Q4 2019 | Q4 2020 | 5 |
Vontobel Holding Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.30% | 0.52% | Q4 2013 | Q1 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.37% | 0.42% | 0.45% | Q4 2022 | Q4 2023 | 5 |
CAPSTONE ASSET MANAGEMENT CO | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 5 |
CIM, LLC | 5 | 5 | 0.22% | 0.35% | 0.49% | Q4 2018 | Q4 2019 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.06% | 0.35% | 0.70% | Q3 2019 | Q3 2023 | 5 |
Lake Point Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.13% | 0.17% | 0.22% | Q3 2018 | Q3 2019 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Commonwealth Equity Services, Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Altshuler Shaham Ltd | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 5 |
Mint Tower Capital Management B.V. | 5 | 5 | 0.00% | 0.15% | 0.26% | Q4 2020 | Q4 2021 | 5 |
Capital Asset Advisory Services LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.12% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Inspire Investing, LLC | 5 | 5 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 5 |
Powell Investment Advisors, LLC | 3 | 1 | 0.12% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2014 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
PGGM Investments | 5 | 5 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Fulcrum Equity Management | 5 | 5 | 0.22% | 0.28% | 0.44% | Q4 2018 | Q4 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q1 2022 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2021 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hotaling Investment Management, LLC | 5 | 5 | 0.93% | 1.16% | 1.38% | Q4 2018 | Q4 2019 | 5 |
AMICA MUTUAL INSURANCE CO | 5 | 5 | 0.41% | 0.50% | 0.58% | Q1 2020 | Q1 2021 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2017 | 5 |
NEEDHAM INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.13% | 0.46% | 0.78% | Q1 2021 | Q1 2022 | 5 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q4 2022 | 5 |
BP PLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 2 | 0.08% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 5 |
AEGON ASSET MANAGEMENT UK PLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q1 2019 | 5 |
Sciencast Management LP | 3 | 1 | 0.06% | 0.18% | 0.32% | Q2 2019 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
NuWave Investment Management, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q2 2022 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.07% | 0.10% | 0.14% | Q1 2015 | Q2 2020 | 5 |
Amica Retiree Medical Trust | 5 | 5 | 0.42% | 0.51% | 0.58% | Q1 2020 | Q1 2021 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CQS (US), LLC | 5 | 5 | 0.41% | 0.53% | 0.58% | Q4 2020 | Q4 2021 | 5 |
TELEMUS CAPITAL, LLC | 3 | 2 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 5 |
Maven Securities LTD | 4 | 1 | 0.02% | 0.09% | 0.15% | Q3 2018 | Q4 2021 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2018 | Q4 2019 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.20% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.08% | 0.13% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Illinois Municipal Retirement Fund | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Polen Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.29% | 0.37% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.01% | 0.04% | 0.05% | Q2 2019 | Q2 2020 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.11% | 0.41% | Q4 2019 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.11% | 0.16% | 0.20% | Q4 2021 | Q4 2022 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 4 | 4 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q2 2018 | 4 |
Calvert Investment Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 4 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.10% | 0.39% | 1.03% | Q1 2017 | Q4 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
300 NORTH CAPITAL, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q2 2014 | 4 |
State of Wyoming | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.10% | 0.16% | Q1 2020 | Q4 2020 | 4 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2015 | Q1 2021 | 4 |
SCHWARTZ INVESTMENT COUNSEL INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 4 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.01% | 0.19% | 0.38% | Q1 2015 | Q2 2020 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
MorganRosel Wealth Management, LLC | 4 | 4 | 0.31% | 0.36% | 0.39% | Q3 2022 | Q2 2023 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2014 | Q2 2015 | 4 |
HHR Asset Management, LLC | 4 | 4 | 1.38% | 2.48% | 4.55% | Q1 2020 | Q4 2020 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
LMR Partners LLP | 1 | 1 | 0.08% | 0.18% | 0.27% | Q2 2015 | Q1 2019 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Absolute Return Capital, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
FIL Ltd | 3 | 1 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2016 | 4 |
Mount Lucas Management LP | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Balentine LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Huber Financial Advisors, LLC | 3 | 1 | 0.08% | 0.12% | 0.17% | Q3 2018 | Q4 2019 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.09% | 0.19% | 0.29% | Q4 2014 | Q3 2015 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2020 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUEWEALTH LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PROFUND ADVISORS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 4 |
DnB Asset Management AS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 4 |
Parametrica Management Ltd | 2 | 1 | 0.15% | 0.25% | 0.44% | Q3 2017 | Q2 2022 | 4 |
Bellwether Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2021 | Q1 2023 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q4 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.10% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q2 2017 | 4 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 4 |
Eos Management, L.P. | 4 | 4 | 0.59% | 1.00% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Invictus RG | 1 | 1 | 0.25% | 0.48% | 0.72% | Q1 2017 | Q3 2018 | 4 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q3 2019 | Q2 2023 | 4 |
LS Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JS Capital Management LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 3 |
Jade Capital Advisors, LLC | 2 | 1 | 0.38% | 1.71% | 2.69% | Q4 2020 | Q2 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.02% | 0.07% | 0.14% | Q2 2016 | Q1 2017 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.03% | 0.07% | 0.15% | Q2 2022 | Q4 2022 | 3 |
HighMark Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Blue Chip Wealth Management, Inc. | 3 | 3 | 0.22% | 0.26% | 0.28% | Q2 2019 | Q4 2019 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.46% | 0.51% | 0.56% | Q4 2018 | Q3 2019 | 3 |
ICON ADVISERS INC/CO | 3 | 3 | 0.03% | 1.74% | 2.83% | Q4 2012 | Q2 2013 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 3 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
MAR VISTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.19% | 1.26% | 2.03% | Q1 2023 | Q3 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.97% | 0.98% | 1.01% | Q3 2013 | Q1 2014 | 3 |
Bridgewater Associates | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Triasima Portfolio Management inc. | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Athanor Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2021 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q3 2020 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.71% | 0.73% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
GAM Holding AG | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 3 |
Northeast Financial Consultants Inc | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
FIRST QUADRANT LLC/CA | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2017 | 3 |
Harrington Investments, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 3 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Pier Capital, LLC | 3 | 3 | 0.97% | 1.10% | 1.21% | Q1 2016 | Q3 2016 | 3 |
Schoolcraft Capital LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q2 2019 | Q4 2019 | 3 |
IFS Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
GQ Asset Management, LLC | 3 | 3 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q3 2019 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.11% | 0.16% | 0.21% | Q2 2019 | Q4 2019 | 3 |
Astoria Portfolio Advisors LLC. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.11% | 0.15% | Q3 2021 | Q2 2022 | 3 |
CNB Bank | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.12% | 0.13% | 0.15% | Q3 2013 | Q1 2014 | 3 |
Bollard Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q1 2014 | 3 |
Rathbones Group PLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 3 |
TFS CAPITAL LLC | 2 | 1 | 0.02% | 0.10% | 0.24% | Q2 2013 | Q3 2014 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.08% | 0.20% | Q1 2021 | Q1 2023 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 3 | 0.34% | 0.36% | 0.40% | Q4 2019 | Q2 2020 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.23% | 0.45% | 0.71% | Q3 2019 | Q2 2021 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.31% | 0.36% | 0.39% | Q1 2023 | Q3 2023 | 3 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 3 | 3 | 0.16% | 0.49% | 0.67% | Q1 2020 | Q3 2020 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 1.43% | 1.46% | 1.50% | Q1 2023 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Man Investments Ltd | 3 | 3 | 0.08% | 0.10% | 0.12% | Q4 2013 | Q2 2014 | 3 |
Steamboat Capital Partners, LLC | 3 | 3 | 1.05% | 1.17% | 1.29% | Q1 2020 | Q3 2020 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.06% | 0.09% | 0.15% | Q4 2015 | Q1 2019 | 3 |
Patriot Financial Group Insurance Agency, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Wealthspire Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.09% | 0.12% | 0.16% | Q2 2019 | Q4 2019 | 3 |
CIGNA INVESTMENTS INC /NEW | 2 | 1 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q4 2017 | 3 |
PA Capital LLC | 3 | 3 | 0.24% | 0.30% | 0.37% | Q1 2020 | Q3 2020 | 3 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.16% | 0.18% | Q3 2018 | Q4 2019 | 3 |
Gemmer Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q2 2023 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
NWAM LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q4 2019 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 1.34% | 1.59% | 1.77% | Q1 2023 | Q3 2023 | 3 |
MANA Advisors LLC | 3 | 3 | 0.80% | 0.94% | 1.13% | Q2 2019 | Q4 2019 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.09% | 0.41% | 0.71% | Q1 2014 | Q3 2017 | 3 |
Quantum Capital Management, LLC / NJ | 3 | 3 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q1 2018 | 3 |
MAIRS & POWER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 3 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.24% | 0.47% | 0.69% | Q3 2019 | Q4 2019 | 2 |
Cypress Capital Management LLC (WY) | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 2 | 2 | 0.72% | 0.89% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2022 | 2 |
Airain ltd | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 2 |
Polianta Ltd | 2 | 2 | 0.52% | 0.57% | 0.62% | Q2 2019 | Q3 2019 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.14% | 0.24% | Q2 2014 | Q2 2019 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 0.72% | 0.75% | 0.78% | Q2 2020 | Q3 2020 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.40% | 0.44% | 0.48% | Q2 2016 | Q3 2016 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
NewSquare Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
SELECT EQUITY GROUP INC | 2 | 2 | 0.68% | 0.89% | 1.10% | Q2 2013 | Q3 2013 | 2 |
Meiji Yasuda Asset Management Co Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Ibex Investors LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q2 2019 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.30% | 0.34% | 0.38% | Q2 2015 | Q3 2015 | 2 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 2 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.22% | 0.28% | 0.33% | Q4 2022 | Q2 2023 | 2 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2023 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 2 |
BFSG, LLC | 1 | 1 | 0.11% | 0.15% | 0.19% | Q2 2018 | Q3 2019 | 2 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q1 2015 | Q2 2015 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Ninety One UK Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FIR TREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.34% | 0.34% | 0.35% | Q3 2019 | Q4 2019 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.13% | 0.20% | 0.27% | Q4 2013 | Q1 2015 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
OBERWEIS ASSET MANAGEMENT INC/ | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q2 2016 | 2 |
Olympiad Research LP | 2 | 2 | 0.24% | 0.27% | 0.30% | Q4 2019 | Q1 2020 | 2 |
IMS Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
BMS Financial Advisors, LLC | 1 | 1 | 0.21% | 0.24% | 0.27% | Q1 2022 | Q2 2023 | 2 |
TSFG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 0.66% | 0.72% | 0.79% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q4 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.19% | 0.24% | 0.28% | Q4 2017 | Q2 2019 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 2 |
WYNNEFIELD CAPITAL INC | 2 | 2 | 0.47% | 0.48% | 0.48% | Q1 2016 | Q2 2016 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ARMSTRONG HENRY H ASSOCIATES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Summit Global Investments | 2 | 2 | 0.41% | 0.42% | 0.44% | Q2 2018 | Q3 2018 | 2 |
HAP Trading, LLC | 1 | 1 | 0.06% | 0.15% | 0.25% | Q3 2019 | Q3 2019 | 2 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Signition LP | 1 | 1 | 0.15% | 0.26% | 0.37% | Q4 2017 | Q4 2018 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q1 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Elkfork Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.08% | 0.11% | Q1 2017 | Q3 2019 | 2 |
EAM Investors, LLC | 2 | 2 | 0.38% | 0.42% | 0.45% | Q1 2016 | Q2 2016 | 2 |
CARLSON CAPITAL L P | 1 | 1 | 0.16% | 0.21% | 0.25% | Q1 2020 | Q3 2020 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 2 |
World Asset Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Brookfield Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.59% | 1.16% | Q3 2018 | Q2 2019 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q1 2023 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2019 | Q3 2019 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2017 | Q3 2017 | 2 |
MILES CAPITAL, INC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2015 | Q1 2016 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.14% | 0.29% | 0.44% | Q4 2019 | Q2 2023 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Princeton Alpha Management LP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2015 | Q1 2016 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allred Capital 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 |
DSAM Partners (London) Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Gerstein Fisher | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Teton Capital Partners | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Cipher Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2017 | Q1 2017 | 1 |
Corton Capital Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IBM Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2020 | Q2 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2014 | Q2 2014 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2022 | Q4 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Thomasville National Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2015 | Q4 2015 | 1 |
Leap Investments LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FULLER & THALER ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
AM Squared Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWEN INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2019 | Q2 2019 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 1.30% | 1.30% | 1.30% | Q2 2016 | Q2 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SEI TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 2.32% | 2.32% | 2.32% | Q3 2022 | Q3 2022 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Diversified Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CIM INVESTMENT MANAGEMENT INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
USCA RIA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2015 | Q3 2015 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2020 | Q1 2020 | 1 |
Azimuth Capital Investment Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Makaira Partners LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Impact Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2015 | Q4 2015 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ICW Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2019 | Q4 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
TOWNSQUARE CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ascent Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ARMSTRONG ADVISORY GROUP, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 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% | Q2 2016 | Q2 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2016 | Q1 2016 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Tredje AP-fonden | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2021 | Q3 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
abrdn Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2019 | Q4 2019 | 1 |
AIA Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
External links
This page lists all the filers that currently own HEICO CORP NEW or have owned HEICO CORP NEW in the past.