Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 108 |
Citadel Advisors | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 67 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.04% | Q1 2012 | Q3 2023 | 46 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 44 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.00% | 0.68% | 8.27% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 0.84% | 2.34% | 4.22% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.03% | 0.09% | 0.53% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.12% | 0.38% | 0.96% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 40 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 41 |
Capital Investment Advisors, LLC | 40 | 40 | 0.02% | 0.09% | 0.25% | Q4 2013 | Q3 2023 | 40 |
FIRST TRUST ADVISORS LP | 23 | 16 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 39 |
DEUTSCHE BANK AG\ | 38 | 38 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PEAK6 Group LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2018 | 36 |
HUNTINGTON NATIONAL BANK | 30 | 4 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 34 |
US BANCORP \DE\ | 30 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 34 |
CREDIT SUISSE AG/ | 31 | 2 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2022 | 33 |
Invesco Ltd. | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 32 | 32 | 0.01% | 0.64% | 1.66% | Q4 2015 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 29 |
Clarkston Capital Partners, LLC | 17 | 12 | 0.02% | 0.09% | 0.33% | Q1 2014 | Q3 2023 | 29 |
KINGS POINT CAPITAL MANAGEMENT | 29 | 29 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2020 | 29 |
TIEDEMANN ADVISORS, LLC | 29 | 29 | 0.04% | 0.58% | 1.52% | Q4 2015 | Q4 2022 | 29 |
ALPS ADVISORS INC | 25 | 4 | 0.00% | 0.81% | 1.44% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.06% | 0.11% | Q4 2013 | Q4 2020 | 29 |
Tradewinds Capital Management, LLC | 26 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 29 |
CIBC Private Wealth Group, LLC | 17 | 3 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
BANK OF MONTREAL /CAN/ | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2022 | 28 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 28 |
Pinnacle Holdings, LLC | 25 | 1 | 0.00% | 0.87% | 1.35% | Q2 2013 | Q3 2021 | 27 |
USCA RIA LLC | 27 | 27 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 27 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.11% | 0.16% | 0.28% | Q2 2015 | Q3 2023 | 26 |
RAYMOND JAMES & ASSOCIATES | 14 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 26 |
Neuberger Berman Group LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
ADVISORY RESEARCH INC | 25 | 25 | 0.02% | 0.13% | 0.42% | Q2 2013 | Q2 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.20% | 0.27% | 0.35% | Q1 2013 | Q1 2019 | 25 |
Advisors Asset Management, Inc. | 17 | 8 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q4 2022 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2019 | 25 |
Lee Financial Co | 25 | 25 | 0.03% | 0.06% | 0.18% | Q4 2016 | Q4 2022 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Barnett & Company, Inc. | 23 | 23 | 0.02% | 0.21% | 0.48% | Q2 2013 | Q4 2018 | 23 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 23 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 19 | 3 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2020 | 22 |
VAN ECK ASSOCIATES CORP | 15 | 7 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Rafferty Asset Management, LLC | 19 | 3 | 0.02% | 0.07% | 0.26% | Q1 2015 | Q3 2020 | 22 |
Grassi Investment Management | 22 | 22 | 0.03% | 0.05% | 0.08% | Q2 2014 | Q3 2019 | 22 |
Global X Management CO LLC | 21 | 21 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2018 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
Segment Wealth Management, LLC | 21 | 21 | 0.06% | 0.11% | 0.21% | Q2 2013 | Q2 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.01% | 0.16% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Harvest Fund Advisors LLC | 18 | 2 | 0.00% | 0.49% | 1.02% | Q2 2013 | Q1 2020 | 20 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2021 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.04% | 0.08% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Avalon Investment & Advisory | 20 | 20 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q2 2020 | 20 |
Spot Trading L.L.C | 5 | 2 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q1 2017 | 20 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 9 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 19 |
Keel Point, LLC | 19 | 19 | 0.02% | 0.07% | 0.14% | Q1 2015 | Q3 2019 | 19 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
Advocacy Wealth Management Services, LLC | 17 | 1 | 0.00% | 0.08% | 0.89% | Q4 2015 | Q1 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 16 | 1 | 0.36% | 2.18% | 3.10% | Q1 2016 | Q1 2022 | 18 |
ING GROEP NV | 6 | 2 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 17 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 17 |
MONETARY MANAGEMENT GROUP INC | 17 | 17 | 0.01% | 0.10% | 0.16% | Q2 2016 | Q2 2020 | 17 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 12 | 5 | 0.03% | 0.97% | 2.66% | Q2 2018 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2018 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Arkfeld Wealth Strategies, L.L.C. | 16 | 16 | 1.30% | 4.46% | 6.78% | Q4 2019 | Q3 2023 | 16 |
SANDERS MORRIS HARRIS LLC | 16 | 16 | 0.08% | 0.16% | 0.23% | Q1 2016 | Q4 2019 | 16 |
Richard C. Young & CO., LTD. | 16 | 16 | 0.13% | 0.35% | 0.49% | Q4 2015 | Q3 2019 | 16 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 16 |
Pacer Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Blackstone Inc. | 14 | 1 | 0.02% | 0.16% | 0.27% | Q4 2017 | Q3 2023 | 15 |
Truvestments Capital LLC | 6 | 2 | 0.00% | 0.14% | 0.40% | Q2 2018 | Q3 2022 | 15 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 15 |
FMR LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Uniplan Investment Counsel, Inc. | 14 | 14 | 0.10% | 0.18% | 0.36% | Q2 2016 | Q3 2019 | 14 |
ALLIANCEBERNSTEIN L.P. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 14 |
Locust Wood Capital Advisers | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Estabrook Capital Management | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
MILLER HOWARD INVESTMENTS INC /NY | 14 | 14 | 0.19% | 0.21% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Carroll Financial Associates, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2021 | 14 |
1834 INVESTMENT ADVISORS CO | 10 | 3 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 13 |
NATIXIS | 7 | 6 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Rockefeller Capital Management L.P. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 11 | 1 | 0.01% | 0.21% | 0.42% | Q3 2013 | Q2 2018 | 13 |
NORTHERN TRUST CORP | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 13 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.07% | 0.17% | Q1 2015 | Q3 2022 | 12 |
Salient Capital Advisors, LLC | 7 | 1 | 0.02% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 12 |
Patriot Financial Group Insurance Agency, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 12 |
STATE STREET CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Vestcor Inc | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
WFG Advisors, LP | 9 | 3 | 0.00% | 0.66% | 1.31% | Q2 2013 | Q2 2017 | 12 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 3 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q2 2016 | 12 |
CUMBERLAND ADVISORS INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2018 | 11 |
Linscomb & Williams, Inc. | 8 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2016 | 11 |
Hunter Perkins Capital Management, LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.08% | 0.36% | 0.66% | Q2 2013 | Q4 2015 | 11 |
MSI Financial Services Inc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.13% | 0.20% | 0.33% | Q4 2019 | Q2 2022 | 11 |
Parkside Financial Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.11% | 0.16% | 0.22% | Q3 2013 | Q4 2015 | 10 |
Penserra Capital Management LLC | 10 | 10 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q1 2018 | 10 |
CADENCE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.11% | 0.29% | 0.52% | Q4 2017 | Q1 2020 | 10 |
Mariner, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Financial Architects, Inc | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 10 |
BARINGS LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2021 | 10 |
ISLAY CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.14% | 0.20% | 0.28% | Q4 2019 | Q1 2022 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2017 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 9 |
Jacobi Capital Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Edge Capital Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2020 | 9 |
Allworth Financial LP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 9 |
AMERIPRISE FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 9 |
Russell Investments Group, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 9 |
Plante Moran Financial Advisors, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2018 | 9 |
Commonwealth Equity Services, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 8 |
Charles Schwab Trust Co | 8 | 8 | 0.05% | 0.09% | 0.19% | Q3 2019 | Q2 2021 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.04% | 0.08% | 0.09% | Q2 2016 | Q1 2018 | 8 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.13% | 0.21% | 0.32% | Q2 2013 | Q1 2017 | 8 |
BlackRock Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Fractal Investments LLC | 8 | 8 | 0.20% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Annandale Capital, LLC | 7 | 7 | 0.48% | 0.77% | 1.04% | Q4 2020 | Q2 2022 | 7 |
First City Capital Management, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
BP CAPITAL FUND ADVISORS, LLC | 6 | 1 | 0.09% | 1.17% | 1.79% | Q3 2017 | Q3 2019 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mechanics Financial Corp | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 7 |
Friedberg Investment Management | 4 | 3 | 0.32% | 0.83% | 1.62% | Q2 2013 | Q1 2017 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 7 |
McGowan Group Asset Management, Inc. | 7 | 7 | 1.12% | 1.22% | 1.37% | Q4 2017 | Q2 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q2 2018 | 7 |
Aurora Investment Counsel | 7 | 7 | 0.18% | 0.24% | 0.33% | Q2 2013 | Q4 2014 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q4 2021 | 7 |
Municipal Employees' Retirement System of Michigan | 4 | 3 | 0.14% | 0.30% | 0.43% | Q3 2017 | Q2 2019 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.05% | 0.12% | 0.17% | Q1 2016 | Q3 2017 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
PWMCO, LLC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q3 2018 | Q1 2020 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Aperio Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 7 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 1.43% | 1.58% | 1.73% | Q3 2016 | Q4 2017 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
STIFEL FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 6 |
Cambridge Investment Research Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 6 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q4 2021 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.14% | 0.16% | 0.19% | Q3 2021 | Q2 2023 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2021 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 6 |
NN Investment Partners Holdings N.V. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Parallax Volatility Advisers, L.P. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
Sonora Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 6 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2020 | 6 |
Brinker Capital Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.06% | 0.22% | Q3 2019 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Acrospire Investment Management LLC | 4 | 1 | 0.04% | 0.09% | 0.20% | Q1 2016 | Q2 2017 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.25% | 0.39% | 0.72% | Q4 2013 | Q4 2014 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2016 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.09% | 0.16% | 0.22% | Q3 2013 | Q3 2014 | 5 |
Inspire Investing, LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q2 2021 | 5 |
GraniteShares Advisors LLC | 5 | 5 | 0.33% | 0.50% | 0.64% | Q4 2021 | Q4 2022 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Archer Investment Corp | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q4 2019 | 5 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 5 | 0.13% | 0.22% | 0.37% | Q4 2017 | Q4 2018 | 5 |
Apollon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q3 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Arrow Investment Advisors, LLC | 4 | 4 | 0.14% | 0.15% | 0.18% | Q2 2022 | Q1 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
EAGLE GLOBAL ADVISORS LLC | 4 | 4 | 0.73% | 1.21% | 1.63% | Q4 2022 | Q3 2023 | 4 |
Center Coast Capital Advisors, LP | 2 | 2 | 0.05% | 0.45% | 1.15% | Q4 2013 | Q1 2015 | 4 |
ArchPoint Investors | 4 | 4 | 0.45% | 0.54% | 0.68% | Q2 2013 | Q1 2014 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Strategic Income Management, LLC | 4 | 4 | 7.18% | 11.75% | 15.91% | Q4 2022 | Q3 2023 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
QS Investors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2017 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q1 2017 | 4 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
RR Advisors, LLC | 4 | 4 | 0.69% | 1.43% | 2.03% | Q1 2016 | Q4 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 4 |
Robertson Opportunity Capital, LLC | 3 | 3 | 0.12% | 0.13% | 0.15% | Q2 2018 | Q4 2018 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
TIEDEMANN TRUST CO | 3 | 3 | 1.52% | 2.39% | 2.90% | Q4 2015 | Q2 2016 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2021 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q4 2013 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Global Retirement Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2017 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2016 | 3 |
DEERE & CO | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2016 | 3 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 3 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.06% | 0.42% | 1.01% | Q3 2013 | Q3 2020 | 3 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 1 | 0.22% | 0.22% | 0.23% | Q4 2017 | Q4 2018 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2014 | Q2 2015 | 3 |
COHEN & STEERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q3 2017 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 0.99% | 1.27% | 1.52% | Q2 2017 | Q4 2017 | 3 |
Arlington Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q2 2021 | 3 |
AE Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
TPH Asset Management, LLC | 1 | 1 | 0.01% | 0.56% | 1.11% | Q1 2013 | Q4 2014 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.28% | 0.35% | 0.42% | Q3 2020 | Q4 2020 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
SEI INVESTMENTS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Leap Investments LP | 2 | 2 | 0.23% | 0.32% | 0.40% | Q3 2019 | Q4 2019 | 2 |
Caption Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Peregrine Asset Advisers, Inc. | 2 | 2 | 0.60% | 1.41% | 2.21% | Q2 2016 | Q3 2016 | 2 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2018 | Q2 2018 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q2 2019 | 2 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q2 2016 | Q4 2016 | 2 |
Bluefin Trading, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q2 2016 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q4 2015 | Q1 2016 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Franklin Square Holdings, L.P. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q1 2017 | Q2 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Harvey Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2013 | Q1 2014 | 2 |
PITCAIRN CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
1919 Investment Counsel, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.28% | 0.30% | 0.31% | Q3 2019 | Q4 2019 | 2 |
JS Capital Management LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2014 | Q4 2014 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Columbia Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Olympiad Research LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
ORIX Corp USA | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2018 | Q1 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Aristides Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PFG Advisors | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Biltmore Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2023 | Q3 2023 | 1 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q1 2012 | Q1 2012 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2015 | Q2 2015 | 1 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
TradeLink Capital LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q3 2019 | Q3 2019 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own HOLLY ENERGY PARTNERS L P or have owned HOLLY ENERGY PARTNERS L P in the past.