Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 125 |
Walleye Trading LLC | 39 | 2 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 108 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 101 |
Citadel Advisors | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 98 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 93 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 82 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.12% | 0.61% | Q1 2012 | Q3 2023 | 72 |
Cutler Group LLC / CA | 17 | 2 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 72 |
WOLVERINE TRADING, LLC | 25 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 71 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 65 |
D. E. Shaw & Co., Inc. | 26 | 13 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q2 2023 | 63 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2018 | 59 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 57 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.00% | 0.05% | 0.79% | Q4 2008 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.03% | 0.18% | Q3 2018 | Q3 2023 | 56 |
JANE STREET GROUP, LLC | 22 | 2 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 56 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q2 2022 | 52 |
NOMURA HOLDINGS INC | 31 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 48 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q3 2023 | 46 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q1 2017 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.19% | 0.50% | Q2 2013 | Q3 2023 | 44 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 43 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.09% | 0.46% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.04% | 0.14% | Q4 2012 | Q3 2023 | 43 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.08% | 0.40% | 1.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Capital International, Inc./CA/ | 42 | 42 | 0.06% | 1.97% | 5.36% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 0.06% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.14% | 0.22% | 0.28% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Capital International Investors | 42 | 42 | 0.05% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Capital International Sarl | 42 | 42 | 0.26% | 1.00% | 2.45% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HARDING LOEVNER LP | 42 | 42 | 0.08% | 2.87% | 5.30% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.11% | 0.30% | 0.83% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.88% | 1.81% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.05% | 0.12% | 0.35% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 42 |
DELTEC ASSET MANAGEMENT LLC | 42 | 42 | 0.12% | 0.98% | 1.99% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.05% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
CAPITAL INTERNATIONAL LTD /CA/ | 42 | 42 | 0.04% | 0.41% | 0.90% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
TRUIST FINANCIAL CORP | 28 | 13 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Grantham, Mayo, Van Otterloo & Co. LLC | 40 | 1 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 41 |
DEPRINCE RACE & ZOLLO INC | 27 | 14 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 41 |
Cullen Capital Management, LLC | 41 | 41 | 0.01% | 0.22% | 0.50% | Q3 2013 | Q3 2023 | 41 |
PRINCIPAL FINANCIAL GROUP INC | 29 | 12 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Laird Norton Wetherby Wealth Management, LLC | 40 | 1 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 41 |
GAM Holding AG | 40 | 1 | 0.00% | 0.28% | 0.88% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Mondrian Investment Partners LTD | 29 | 12 | 0.00% | 0.18% | 0.96% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 29 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
FIFTH THIRD BANCORP | 28 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 40 | 40 | 0.00% | 0.11% | 0.28% | Q4 2011 | Q3 2021 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.48% | 1.36% | 2.90% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 37 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
GHP Investment Advisors, Inc. | 39 | 39 | 0.02% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 39 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 28 | 11 | 0.00% | 1.14% | 3.23% | Q2 2013 | Q3 2023 | 39 |
State of New Jersey Common Pension Fund D | 39 | 39 | 0.01% | 0.07% | 0.34% | Q1 2014 | Q3 2023 | 39 |
J.P. Morgan Private Wealth Advisors LLC | 26 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2022 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Crestwood Capital Management, L.P. | 38 | 38 | 2.03% | 7.48% | 16.91% | Q2 2014 | Q3 2023 | 38 |
SG Americas Securities, LLC | 17 | 2 | 0.00% | 0.05% | 0.21% | Q3 2013 | Q3 2023 | 38 |
Capital World Investors | 20 | 18 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 38 |
GILDER GAGNON HOWE & CO LLC | 23 | 1 | 0.00% | 0.27% | 1.56% | Q2 2013 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2022 | 38 |
HAP Trading, LLC | 9 | 3 | 0.00% | 0.05% | 0.35% | Q1 2015 | Q1 2023 | 38 |
PITCAIRN CO | 28 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 6 | 0.00% | 0.11% | 0.38% | Q2 2013 | Q3 2023 | 38 |
LORD, ABBETT & CO. LLC | 33 | 5 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 38 |
Black Creek Investment Management Inc. | 38 | 38 | 1.71% | 8.29% | 15.13% | Q2 2014 | Q3 2023 | 38 |
OAKTREE CAPITAL MANAGEMENT LP | 37 | 37 | 0.42% | 1.06% | 2.24% | Q3 2014 | Q3 2023 | 37 |
Advisors Asset Management, Inc. | 23 | 14 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 37 |
Freedom Investment Management, Inc. | 37 | 37 | 0.02% | 0.06% | 0.20% | Q3 2014 | Q3 2023 | 37 |
Somerset Capital Management LLP | 33 | 1 | 0.14% | 16.01% | 36.30% | Q1 2014 | Q3 2023 | 37 |
SUMITOMO LIFE INSURANCE CO | 27 | 10 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q4 2022 | 37 |
AXA S.A. | 28 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 37 |
C WorldWide Group Holding A/S | 37 | 37 | 0.35% | 0.83% | 2.10% | Q3 2014 | Q3 2023 | 37 |
BOKF, NA | 19 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.05% | 0.16% | 0.90% | Q4 2014 | Q3 2023 | 36 |
AXIOM INVESTORS LLC /DE | 28 | 1 | 0.04% | 1.40% | 4.14% | Q2 2013 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 36 | 36 | 0.02% | 0.10% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Calamos Advisors LLC | 21 | 12 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 28 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 36 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
ClariVest Asset Management LLC | 35 | 35 | 0.01% | 0.16% | 0.46% | Q2 2014 | Q4 2022 | 35 |
First Horizon Advisors, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 35 |
WHITTIER TRUST CO | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Dalton Investments LLC | 35 | 35 | 0.50% | 13.59% | 32.95% | Q1 2015 | Q3 2023 | 35 |
RAYMOND JAMES & ASSOCIATES | 29 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.08% | 0.36% | 0.97% | Q2 2015 | Q3 2023 | 34 |
FDx Advisors, Inc. | 27 | 7 | 0.01% | 0.04% | 0.19% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 33 |
GROUP ONE TRADING, L.P. | 15 | 2 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 33 |
Artisan Partners Limited Partnership | 33 | 33 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Candriam S.C.A. | 24 | 3 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 32 |
THORNBURG INVESTMENT MANAGEMENT INC | 23 | 4 | 0.01% | 0.20% | 1.02% | Q2 2014 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 15 | 1 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q2 2023 | 32 |
Ashmore Group plc | 16 | 16 | 0.19% | 5.90% | 21.62% | Q1 2013 | Q3 2021 | 32 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Thomas J. Herzfeld Advisors, Inc. | 17 | 15 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 20 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q4 2020 | 31 |
ALTRINSIC GLOBAL ADVISORS LLC | 31 | 31 | 0.01% | 1.38% | 4.50% | Q2 2013 | Q4 2020 | 31 |
ARGA Investment Management, LP | 31 | 31 | 0.03% | 5.91% | 28.46% | Q2 2015 | Q4 2022 | 31 |
SIGNATUREFD, LLC | 25 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 31 |
UBS ASSET MANAGEMENT AMERICAS INC | 27 | 4 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2022 | 31 |
Fiera Capital Corp | 17 | 5 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q3 2023 | 30 |
Temasek Holdings (Private) Ltd | 30 | 30 | 0.14% | 1.23% | 3.89% | Q2 2016 | Q3 2023 | 30 |
LPL Financial LLC | 29 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 30 |
Amici Capital, LLC | 15 | 15 | 0.07% | 1.23% | 2.54% | Q2 2013 | Q4 2016 | 30 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 30 | 30 | 0.04% | 0.12% | 0.16% | Q3 2013 | Q4 2020 | 30 |
Sequoia Financial Advisors, LLC | 15 | 7 | 0.01% | 0.05% | 0.26% | Q2 2014 | Q3 2023 | 30 |
FEDERATED HERMES, INC. | 21 | 9 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
Mariner, LLC | 28 | 2 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 30 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 27 | 3 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 30 |
Atria Investments, Inc | 11 | 2 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 29 |
BLAIR WILLIAM & CO/IL | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
REGIONS FINANCIAL CORP | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Global Thematic Partners, LLC | 29 | 29 | 0.54% | 2.78% | 4.34% | Q2 2013 | Q2 2020 | 29 |
Asset Management One Co., Ltd. | 28 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 29 |
EagleClaw Capital Managment, LLC | 29 | 29 | 0.05% | 0.16% | 0.36% | Q1 2014 | Q1 2021 | 29 |
NATIXIS | 20 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.11% | 0.16% | 0.24% | Q4 2016 | Q3 2023 | 28 |
PZENA INVESTMENT MANAGEMENT LLC | 23 | 5 | 0.01% | 0.13% | 0.23% | Q1 2015 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 24 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 28 |
Hardman Johnston Global Advisors LLC | 21 | 7 | 1.50% | 7.18% | 11.78% | Q2 2013 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2020 | 28 |
PARK AVENUE SECURITIES LLC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.00% | 0.07% | 0.27% | Q2 2013 | Q1 2020 | 28 |
DODGE & COX | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 26 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 22 | 6 | 0.00% | 0.09% | 0.21% | Q3 2014 | Q3 2023 | 28 |
Carroll Financial Associates, Inc. | 21 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2021 | 28 |
THOMAS WHITE INTERNATIONAL LTD | 28 | 28 | 0.00% | 1.18% | 2.07% | Q3 2016 | Q2 2023 | 28 |
Portland Global Advisors LLC | 28 | 28 | 0.67% | 0.91% | 1.06% | Q2 2013 | Q1 2020 | 28 |
HUNTINGTON NATIONAL BANK | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 28 |
Checchi Capital Advisers, LLC | 24 | 4 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 28 |
Migdal Insurance & Financial Holdings Ltd. | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 27 | 27 | 0.00% | 0.13% | 0.72% | Q4 2014 | Q2 2021 | 27 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 23 | 4 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
New Vernon Capital Holdings II LLC | 10 | 1 | 0.93% | 9.37% | 24.41% | Q2 2014 | Q3 2023 | 27 |
AUGUSTINE ASSET MANAGEMENT INC | 27 | 27 | 1.41% | 3.28% | 5.22% | Q1 2017 | Q3 2023 | 27 |
NS Partners Ltd | 12 | 4 | 0.04% | 0.42% | 1.13% | Q2 2015 | Q2 2023 | 27 |
Creative Planning | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
Smithfield Trust Co | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 26 |
Caprock Group, LLC | 26 | 26 | 0.02% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 26 |
INDUS CAPITAL PARTNERS, LLC | 19 | 1 | 0.01% | 2.67% | 10.39% | Q2 2013 | Q4 2021 | 26 |
Nuveen Asset Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q3 2023 | 26 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
Twin Tree Management, LP | 13 | 13 | 0.00% | 0.06% | 0.17% | Q4 2012 | Q4 2015 | 26 |
ING GROEP NV | 21 | 4 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q2 2019 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.03% | 0.40% | 0.86% | Q2 2013 | Q2 2019 | 25 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.44% | 0.95% | 1.73% | Q1 2013 | Q1 2019 | 25 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.00% | 0.10% | 0.15% | Q4 2016 | Q4 2022 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
SALEM INVESTMENT COUNSELORS INC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 22 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 25 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 24 |
Garner Asset Management Corp | 24 | 24 | 0.09% | 0.12% | 0.17% | Q2 2017 | Q1 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
BANK OF NOVA SCOTIA | 16 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q1 2023 | 24 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 24 |
JANUS HENDERSON GROUP PLC | 17 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 24 |
ANTIPODES PARTNERS Ltd | 19 | 4 | 0.00% | 0.67% | 4.19% | Q4 2016 | Q4 2022 | 23 |
WESTPAC BANKING CORP | 16 | 1 | 0.04% | 0.22% | 0.68% | Q2 2013 | Q1 2023 | 23 |
FIL Ltd | 12 | 1 | 0.00% | 0.21% | 0.59% | Q2 2014 | Q3 2023 | 23 |
WELCH & FORBES LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 23 |
Mitsubishi UFJ Asset Management Co., Ltd. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
One Wealth Advisors, LLC | 23 | 23 | 0.05% | 0.11% | 0.16% | Q4 2017 | Q2 2023 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 17 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.04% | 0.70% | 1.35% | Q2 2017 | Q4 2022 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.34% | 0.66% | 0.88% | Q1 2018 | Q3 2023 | 23 |
Connor, Clark & Lunn Investment Management Ltd. | 15 | 8 | 0.00% | 0.05% | 0.26% | Q4 2017 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
AVIVA PLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
TD ASSET MANAGEMENT INC | 23 | 23 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q2 2020 | 23 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 11 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 23 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 6 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 16 | 2 | 0.02% | 0.10% | 0.19% | Q3 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 22 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 14 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 22 |
SAMLYN CAPITAL, LLC | 9 | 1 | 0.14% | 1.65% | 3.97% | Q1 2014 | Q1 2023 | 22 |
KCS Wealth Advisory | 21 | 1 | 0.07% | 0.37% | 0.76% | Q4 2017 | Q2 2023 | 22 |
CAPITAL FUND MANAGEMENT S.A. | 8 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q1 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 12 | 2 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Sarasin & Partners LLP | 21 | 21 | 0.05% | 0.59% | 1.08% | Q3 2014 | Q3 2019 | 21 |
CWM, LLC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Segantii Capital Management Ltd | 15 | 6 | 0.21% | 6.28% | 24.76% | Q4 2013 | Q2 2022 | 21 |
PICTET ASSET MANAGEMENT LTD | 21 | 21 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2018 | 21 |
Mount Yale Investment Advisors, LLC | 21 | 21 | 0.04% | 0.20% | 0.32% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.06% | 1.47% | 2.82% | Q3 2018 | Q3 2023 | 21 |
DAVIS SELECTED ADVISERS | 20 | 20 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Hexavest Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2021 | 20 |
MARTIN CURRIE LTD | 18 | 2 | 0.12% | 2.52% | 5.85% | Q4 2014 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Compagnie Lombard Odier SCmA | 18 | 2 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 20 |
JUPITER ASSET MANAGEMENT LTD | 10 | 1 | 0.00% | 0.12% | 0.62% | Q2 2013 | Q4 2022 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Edinburgh Partners | 20 | 20 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q1 2018 | 20 |
Sompo Asset Management Co., Ltd. | 11 | 9 | 0.02% | 0.18% | 0.66% | Q4 2016 | Q3 2023 | 20 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 5 | 2 | 0.05% | 1.29% | 5.70% | Q4 2013 | Q2 2022 | 20 |
Quantbot Technologies LP | 13 | 1 | 0.01% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 20 |
Redwood Investments, LLC | 20 | 20 | 0.10% | 0.59% | 1.03% | Q4 2018 | Q3 2023 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
WealthTrust-Arizona, LLC | 11 | 9 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 20 |
Think Investments LP | 19 | 19 | 0.91% | 9.53% | 16.85% | Q1 2019 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2023 | 19 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Avalon Investment & Advisory | 19 | 19 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2018 | 19 |
TORONTO DOMINION BANK | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 19 |
Bell Rock Capital LLC | 16 | 1 | 0.04% | 0.16% | 0.34% | Q4 2016 | Q3 2022 | 19 |
ALPS ADVISORS INC | 19 | 19 | 0.01% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q3 2023 | 19 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 7 | 0.00% | 0.02% | 0.15% | Q4 2016 | Q3 2023 | 18 |
Charles-Lim Capital Ltd | 9 | 1 | 0.27% | 9.22% | 22.28% | Q4 2014 | Q3 2023 | 18 |
Daiwa SB Investments Ltd. | 17 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 18 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 18 |
Qtron Investments LLC | 18 | 18 | 0.60% | 1.04% | 1.44% | Q2 2019 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Swiss National Bank | 18 | 18 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Laurion Capital Management LP | 9 | 9 | 0.02% | 0.10% | 0.35% | Q4 2016 | Q4 2018 | 18 |
RIVER GLOBAL INVESTORS LLP | 10 | 8 | 0.11% | 0.57% | 1.44% | Q3 2013 | Q1 2018 | 18 |
SP Asset Management | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2022 | 18 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.88% | Q2 2013 | Q3 2020 | 18 |
Ballentine Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2014 | 18 |
Capital Research Global Investors | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2020 | 17 |
Cornerstone Advisors, Inc. | 15 | 2 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q2 2019 | 17 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2019 | 17 |
DnB Asset Management AS | 14 | 3 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2017 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2023 | 17 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
NumerixS Investment Technologies Inc | 8 | 1 | 0.00% | 0.09% | 0.26% | Q2 2015 | Q2 2020 | 17 |
Kassirer Asset Management Corp | 17 | 17 | 0.06% | 0.76% | 5.78% | Q2 2015 | Q2 2019 | 17 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.14% | 0.36% | Q2 2014 | Q3 2023 | 17 |
MCKINLEY CAPITAL MANAGEMENT LLC | 15 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 17 |
AMP Capital Investors Ltd | 16 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2022 | 17 |
BAILARD, INC. | 8 | 1 | 0.02% | 0.16% | 0.62% | Q2 2013 | Q3 2021 | 17 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.10% | 0.34% | Q3 2013 | Q2 2023 | 17 |
SRS Capital Advisors, Inc. | 9 | 4 | 0.00% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 17 |
Rehmann Capital Advisory Group | 7 | 4 | 0.00% | 0.05% | 0.16% | Q1 2010 | Q3 2023 | 17 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 1 | 0.00% | 0.06% | 0.32% | Q1 2013 | Q1 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Man Group plc | 12 | 4 | 0.01% | 0.07% | 0.37% | Q1 2018 | Q3 2023 | 16 |
QS Investors, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2018 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NAVELLIER & ASSOCIATES INC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2019 | 16 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 16 | 16 | 0.04% | 0.20% | 0.28% | Q2 2013 | Q1 2017 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BANQUE PICTET & CIE SA | 12 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 16 |
Integrated Investment Consultants, LLC | 15 | 1 | 0.00% | 0.17% | 0.31% | Q1 2018 | Q1 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 13 | 3 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 16 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
M&G INVESTMENT MANAGEMENT LTD | 16 | 16 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
CI INVESTMENTS INC. | 9 | 2 | 0.00% | 0.07% | 0.14% | Q2 2015 | Q1 2020 | 16 |
NINE MASTS CAPITAL Ltd | 6 | 1 | 0.46% | 4.01% | 10.94% | Q4 2014 | Q4 2019 | 16 |
Seawolf Capital, LLC | 6 | 1 | 0.50% | 2.44% | 5.85% | Q3 2013 | Q1 2017 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Avestar Capital, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q2 2022 | 15 |
Glassman Wealth Services | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 9 | 6 | 0.00% | 0.30% | 1.27% | Q2 2014 | Q2 2020 | 15 |
Pinnacle Wealth Planning Services, Inc. | 15 | 15 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 3 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 15 |
Five Oceans Asset Management LTD | 7 | 5 | 0.15% | 1.24% | 3.29% | Q1 2011 | Q2 2014 | 15 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 15 |
Geneos Wealth Management Inc. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Milestone Resources Group Ltd | 15 | 15 | 0.01% | 3.76% | 8.53% | Q1 2020 | Q3 2023 | 15 |
Employees Retirement System of Texas | 10 | 5 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 15 |
EXANE DERIVATIVES | 15 | 15 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q1 2020 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.05% | 0.09% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Assenagon Asset Management S.A. | 15 | 15 | 0.08% | 0.21% | 0.35% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q4 2016 | 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% | 0.01% | Q2 2016 | Q4 2019 | 15 |
DSM CAPITAL PARTNERS LLC | 12 | 3 | 0.00% | 0.10% | 0.19% | Q2 2019 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2018 | 15 |
Virtu KCG Holdings LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
PRIVATE TRUST CO NA | 12 | 3 | 0.00% | 0.04% | 0.05% | Q1 2013 | Q3 2021 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.05% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.09% | 0.45% | Q1 2014 | Q3 2023 | 15 |
LMR Partners LLP | 6 | 1 | 0.08% | 2.93% | 6.80% | Q2 2016 | Q1 2022 | 14 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 4 | 1 | 0.01% | 0.25% | 1.16% | Q2 2014 | Q3 2023 | 14 |
Foyston, Gordon, & Payne Inc | 14 | 14 | 0.33% | 0.49% | 0.92% | Q3 2013 | Q4 2016 | 14 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.01% | 0.08% | 0.32% | Q3 2014 | Q1 2022 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 14 |
TRILOGY GLOBAL ADVISORS LP | 14 | 14 | 0.30% | 1.32% | 1.91% | Q2 2013 | Q3 2016 | 14 |
Bayesian Capital Management, LP | 4 | 1 | 0.02% | 0.16% | 0.71% | Q4 2016 | Q1 2023 | 14 |
Wealthspire Advisors, L.P. | 12 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2020 | 14 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2023 | 14 |
Cresset Asset Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
BANK OF THE WEST | 14 | 14 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2020 | 14 |
BANK PICTET & CIE (ASIA) LTD | 5 | 4 | 0.13% | 0.34% | 0.70% | Q1 2017 | Q4 2021 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2020 | 14 |
ETRADE Capital Management LLC | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
Cerity Partners LLC | 12 | 2 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 14 |
TT International Asset Management LTD | 12 | 2 | 0.19% | 1.59% | 5.56% | Q1 2020 | Q3 2023 | 14 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.17% | 0.23% | 0.30% | Q4 2013 | Q1 2017 | 14 |
Inspire Investing, LLC | 7 | 1 | 0.01% | 0.13% | 0.30% | Q4 2017 | Q3 2023 | 14 |
MSI Financial Services Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Stonebridge Capital Advisors LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q1 2010 | Q3 2017 | 14 |
RONALD BLUE & CO LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 13 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.06% | 0.28% | Q2 2015 | Q1 2023 | 13 |
ROCKEFELLER FINANCIAL SERVICES INC | 13 | 13 | 0.01% | 0.18% | 0.79% | Q4 2014 | Q4 2017 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 13 |
Geduld E E | 11 | 11 | 0.10% | 0.26% | 0.74% | Q2 2014 | Q4 2016 | 13 |
Douglass Winthrop Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SWARTHMORE GROUP INC | 7 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 13 |
Geller Advisors LLC | 8 | 5 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2016 | 13 |
PERSONAL CFO SOLUTIONS, LLC | 11 | 2 | 0.05% | 0.12% | 0.20% | Q4 2019 | Q3 2023 | 13 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2019 | 13 |
Vestmark Advisory Solutions, Inc. | 11 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Nationwide Fund Advisors | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Corient Capital Partners, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 13 |
TT INTERNATIONAL | 6 | 1 | 0.12% | 2.87% | 8.73% | Q3 2015 | Q3 2020 | 13 |
Cambridge Investment Research Advisors, Inc. | 8 | 4 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2022 | 12 |
NEWGATE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.38% | 1.05% | 2.38% | Q2 2013 | Q1 2016 | 12 |
Simplicity Solutions, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 12 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.05% | 0.19% | Q2 2014 | Q4 2022 | 12 |
Sterling Capital Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 12 |
Perpetual Ltd | 8 | 1 | 0.06% | 0.21% | 0.35% | Q1 2013 | Q3 2023 | 12 |
Alua Capital Management LP | 12 | 12 | 7.77% | 12.46% | 17.99% | Q4 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.44% | 2.74% | 4.38% | Q4 2020 | Q3 2023 | 12 |
ADVISOR PARTNERS LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
RENAISSANCE GROUP LLC | 12 | 12 | 0.32% | 0.40% | 0.49% | Q4 2020 | Q3 2023 | 12 |
JS Capital Management LLC | 5 | 3 | 0.28% | 2.84% | 5.95% | Q2 2014 | Q3 2023 | 12 |
GQG Partners LLC | 12 | 12 | 0.66% | 2.17% | 3.76% | Q4 2020 | Q3 2023 | 12 |
Aperture Investors, LLC | 12 | 12 | 0.79% | 1.08% | 1.32% | Q4 2020 | Q3 2023 | 12 |
VisionPoint Advisory Group, LLC | 12 | 12 | 0.22% | 1.06% | 2.01% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2016 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.29% | 0.58% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q2 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 8 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.10% | 0.21% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Theleme Partners LLP | 6 | 1 | 0.05% | 1.62% | 5.02% | Q3 2019 | Q3 2023 | 12 |
WestBridge Capital Management, LLC | 12 | 12 | 17.53% | 49.02% | 70.52% | Q4 2020 | Q3 2023 | 12 |
Veritable, L.P. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q2 2023 | 12 |
BAMCO INC /NY/ | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
VAN ECK ASSOCIATES CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
BRAVE ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 11 |
COLONY GROUP LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 11 |
Liberty Mutual Group Asset Management Inc. | 11 | 11 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2015 | 11 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Ledyard National Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2016 | 11 |
Ninety One UK Ltd | 11 | 11 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2015 | 11 |
TODD ASSET MANAGEMENT LLC | 11 | 11 | 0.25% | 0.31% | 0.38% | Q2 2013 | Q4 2015 | 11 |
SIT INVESTMENT ASSOCIATES INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2015 | 11 |
HERMES INVESTMENT MANAGEMENT LTD | 8 | 3 | 0.05% | 0.64% | 1.08% | Q1 2015 | Q2 2018 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.02% | 0.08% | 0.31% | Q2 2013 | Q3 2019 | 11 |
TDAM USA INC. | 11 | 11 | 0.01% | 0.06% | 0.11% | Q1 2014 | Q3 2016 | 11 |
WADDELL & REED FINANCIAL INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Kiwi Wealth Investments Limited Partnership | 11 | 11 | 0.12% | 0.28% | 0.37% | Q3 2020 | Q1 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 3 | 0.05% | 0.27% | 0.54% | Q4 2019 | Q4 2022 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 11 |
LAKE STREET ADVISORS GROUP, LLC | 9 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 11 |
WFG Advisors, LP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
RMR Wealth Builders | 7 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 11 |
TURNER INVESTMENTS LLC | 7 | 4 | 0.02% | 0.33% | 1.76% | Q2 2014 | Q3 2017 | 11 |
Boston Partners | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q1 2019 | 11 |
Genesis Investment Management, LLP | 11 | 11 | 0.47% | 1.65% | 2.86% | Q1 2021 | Q3 2023 | 11 |
SEVEN EIGHT CAPITAL, LP | 6 | 1 | 0.01% | 0.16% | 0.45% | Q3 2014 | Q1 2023 | 11 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 11 | 11 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.08% | 0.22% | Q1 2015 | Q2 2022 | 11 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.01% | 0.04% | 0.16% | Q1 2020 | Q3 2023 | 11 |
Geneva Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2016 | 10 |
GARRISON BRADFORD & ASSOCIATES INC | 10 | 10 | 0.52% | 0.74% | 0.86% | Q2 2013 | Q3 2015 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 6 | 1 | 0.03% | 0.13% | 0.28% | Q2 2017 | Q2 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.25% | 0.39% | 0.51% | Q2 2021 | Q3 2023 | 10 |
WCM INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 1.89% | 4.92% | Q2 2021 | Q3 2023 | 10 |
Cape Ann Asset Management Ltd | 7 | 1 | 0.14% | 13.38% | 24.20% | Q4 2019 | Q3 2022 | 10 |
Stanley-Laman Group, Ltd. | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q2 2016 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2015 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.11% | 0.20% | Q2 2021 | Q3 2023 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.00% | 0.17% | 0.30% | Q2 2013 | Q3 2015 | 10 |
Windsor Creek Advisors, LLC | 10 | 10 | 0.32% | 2.26% | 8.52% | Q3 2019 | Q4 2021 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2022 | 10 |
Vancity Investment Management Ltd | 10 | 10 | 0.81% | 1.04% | 1.27% | Q4 2020 | Q1 2023 | 10 |
PUTNAM INVESTMENTS LLC | 9 | 1 | 0.02% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 10 |
EVOKE WEALTH, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
NN Investment Partners Holdings N.V. | 10 | 10 | 0.03% | 0.09% | 0.18% | Q1 2016 | Q2 2018 | 10 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q2 2018 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BlackRock Japan Co. Ltd | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2015 | 10 |
Polaris Wealth Advisory Group, LLC | 6 | 4 | 0.09% | 0.23% | 0.46% | Q2 2016 | Q1 2022 | 10 |
GLG Partners LP | 10 | 10 | 0.03% | 0.18% | 0.28% | Q3 2015 | Q4 2017 | 10 |
CIBC Asset Management Inc | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Ferris Capital, LLC | 10 | 10 | 0.09% | 0.12% | 0.16% | Q2 2017 | Q3 2019 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 1 | 0.01% | 0.06% | 0.11% | Q1 2019 | Q3 2023 | 10 |
Independent Portfolio Consultants, Inc. | 7 | 3 | 0.01% | 0.07% | 0.20% | Q2 2014 | Q2 2017 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CAAS CAPITAL MANAGEMENT LP | 6 | 6 | 0.01% | 0.08% | 0.21% | Q3 2020 | Q4 2021 | 10 |
Systematic Alpha Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 8 | 2 | 0.06% | 0.16% | 0.29% | Q2 2013 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Whitnell & Co. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 10 |
Oaktree Fund Advisors, LLC | 10 | 10 | 2.28% | 8.46% | 11.30% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Epoch Investment Partners, Inc. | 10 | 10 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q2 2018 | 10 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q3 2023 | 10 |
Commonwealth Equity Services, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
Border to Coast Pensions Partnership Ltd | 10 | 10 | 0.31% | 0.40% | 0.49% | Q2 2021 | Q3 2023 | 10 |
Lone Pine Capital | 5 | 2 | 0.13% | 2.10% | 2.68% | Q1 2014 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Clearstead Advisors, LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 8 | 2 | 0.02% | 0.10% | 0.20% | Q4 2013 | Q1 2017 | 10 |
MARVIN & PALMER ASSOCIATES INC | 8 | 1 | 0.29% | 0.81% | 1.18% | Q2 2013 | Q4 2022 | 9 |
Dorsey Wright & Associates | 6 | 1 | 0.05% | 1.07% | 1.48% | Q4 2019 | Q4 2022 | 9 |
Addison Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 9 | 9 | 0.01% | 0.15% | 0.99% | Q3 2013 | Q3 2015 | 9 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.03% | 0.81% | 2.75% | Q1 2015 | Q3 2023 | 9 |
Coronation Fund Managers Ltd. | 8 | 1 | 0.01% | 0.89% | 1.45% | Q2 2016 | Q3 2023 | 9 |
Santa Fe Partners LLC | 7 | 2 | 0.06% | 0.15% | 0.38% | Q2 2013 | Q4 2015 | 9 |
Bank Pictet & Cie (Europe) AG | 5 | 4 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q4 2021 | 9 |
Vontobel Holding Ltd. | 5 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Meristem Family Wealth, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2021 | 9 |
AIA Group Ltd | 7 | 2 | 0.02% | 0.78% | 4.40% | Q4 2013 | Q3 2023 | 9 |
Two Creeks Capital Management, LP | 9 | 9 | 0.52% | 3.40% | 5.50% | Q1 2018 | Q1 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Sageworth Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.27% | 0.32% | 0.41% | Q3 2021 | Q3 2023 | 9 |
Gratus Capital, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q2 2018 | 9 |
1st Global Advisors, Inc. | 5 | 4 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2015 | 9 |
SeaTown Holdings Pte. Ltd. | 9 | 9 | 0.35% | 1.28% | 3.71% | Q4 2017 | Q4 2019 | 9 |
Fullerton Fund Management Co Ltd. | 6 | 3 | 0.03% | 0.41% | 1.07% | Q1 2021 | Q2 2023 | 9 |
SVB WEALTH LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
FIRST INTERSTATE BANK | 9 | 9 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2019 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2018 | 9 |
First Personal Financial Services | 9 | 9 | 0.01% | 0.37% | 0.58% | Q2 2016 | Q2 2018 | 9 |
Virtus ETF Advisers LLC | 9 | 9 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q4 2019 | 9 |
ALTFEST L J & CO INC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.12% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Princeton Alpha Management LP | 4 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2016 | 8 |
Quilter Plc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 0.25% | 0.53% | 0.93% | Q4 2020 | Q3 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Bellecapital International Ltd. | 5 | 3 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q4 2020 | 8 |
Altium Wealth Management LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.30% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 8 |
Itau Unibanco Holding S.A. | 6 | 2 | 0.01% | 0.07% | 0.29% | Q4 2020 | Q3 2023 | 8 |
Handelsinvest Investeringsforvaltning | 8 | 8 | 0.04% | 0.58% | 1.03% | Q4 2015 | Q3 2017 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 8 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q1 2020 | 8 |
Knights of Columbus Asset Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
K.J. Harrison & Partners Inc | 7 | 1 | 0.10% | 0.15% | 0.23% | Q4 2019 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Armbruster Capital Management, Inc. | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2016 | Q4 2017 | 8 |
RMB Capital Management, LLC | 8 | 8 | 0.02% | 0.18% | 0.26% | Q2 2013 | Q1 2015 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 8 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.08% | 0.24% | Q2 2013 | Q1 2017 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Parkside Financial Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q1 2021 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 5 | 3 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 2 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q1 2017 | 8 |
Russell Clark Investment Management Ltd | 6 | 2 | 0.14% | 0.95% | 2.95% | Q2 2014 | Q3 2017 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.18% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Veracity Capital LLC | 4 | 2 | 0.04% | 0.08% | 0.11% | Q4 2019 | Q4 2022 | 8 |
Perpetual Investment Management Ltd | 8 | 8 | 0.64% | 1.04% | 1.36% | Q4 2020 | Q3 2022 | 8 |
JANUS HENDERSON INVESTORS US LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
CPWM, LLC | 8 | 8 | 0.06% | 0.06% | 0.08% | Q4 2015 | Q3 2017 | 8 |
NatWest Group plc | 8 | 8 | 0.04% | 0.10% | 0.33% | Q2 2014 | Q1 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Redpoint Investment Management Pty Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2018 | 7 |
Diversified Trust Co | 5 | 2 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q4 2022 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 7 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.04% | 0.26% | Q4 2016 | Q2 2023 | 7 |
Shilanski & Associates, Inc. | 6 | 1 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q4 2022 | 7 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2010 | Q4 2015 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Veritas Asset Management LLP | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Continuum Advisory, LLC | 7 | 7 | 0.09% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
HERNDON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.05% | 0.10% | 0.24% | Q4 2015 | Q2 2017 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q1 2017 | 7 |
Aubrey Capital Management Ltd | 7 | 7 | 0.11% | 7.84% | 13.97% | Q1 2022 | Q3 2023 | 7 |
CENTRAL TRUST Co | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Azimuth Capital Management LLC | 7 | 7 | 0.11% | 0.18% | 0.26% | Q3 2014 | Q1 2016 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q1 2015 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.00% | 0.30% | 0.47% | Q1 2022 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.14% | 0.22% | 0.28% | Q2 2014 | Q4 2015 | 7 |
OLD NATIONAL BANCORP /IN/ | 5 | 2 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q2 2017 | 7 |
Freestone Capital Holdings, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2020 | 7 |
Castle Hook Partners LP | 5 | 1 | 1.12% | 2.00% | 5.56% | Q1 2017 | Q4 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Bollard Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 4 | 1 | 0.29% | 0.58% | 0.82% | Q3 2021 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Sargent Bickham Lagudis LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.02% | 0.08% | 0.12% | Q2 2020 | Q3 2022 | 7 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q2 2023 | 7 |
Banco de Sabadell, S.A | 7 | 7 | 0.08% | 0.13% | 0.24% | Q1 2018 | Q3 2019 | 7 |
SOROS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.22% | 1.01% | 4.23% | Q4 2019 | Q2 2021 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Aureus Asset Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
CITY HOLDING CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Vident Investment Advisory, LLC | 5 | 2 | 0.00% | 0.10% | 0.26% | Q2 2015 | Q2 2023 | 7 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.15% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Freemont Capital Pte Ltd | 5 | 1 | 19.79% | 33.61% | 38.90% | Q1 2021 | Q3 2023 | 6 |
Pine River Capital Management L.P. | 6 | 6 | 0.03% | 0.07% | 0.09% | Q3 2013 | Q4 2014 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
INSTITUTIONAL CAPITAL LLC | 5 | 1 | 0.06% | 0.32% | 0.46% | Q2 2013 | Q4 2016 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.17% | 0.47% | Q1 2019 | Q2 2022 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.25% | 0.27% | 0.30% | Q2 2015 | Q3 2016 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2017 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q4 2021 | 6 |
Capricorn Fund Managers Ltd | 6 | 6 | 0.39% | 1.21% | 2.07% | Q4 2021 | Q1 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.17% | 0.47% | Q4 2019 | Q2 2023 | 6 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2019 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
SIRIOS CAPITAL MANAGEMENT L P | 6 | 6 | 0.25% | 0.55% | 0.69% | Q1 2014 | Q2 2015 | 6 |
Wealthspire Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.36% | 0.47% | 0.52% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 5 | 1 | 0.04% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Stonehage Fleming (UK) Ltd | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
ZESIGER CAPITAL GROUP LLC | 6 | 6 | 3.10% | 4.71% | 6.36% | Q3 2013 | Q4 2014 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 6 |
Edgestream Partners, L.P. | 2 | 2 | 0.01% | 0.15% | 0.37% | Q1 2021 | Q1 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
LEUTHOLD GROUP, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2015 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.11% | Q1 2015 | Q1 2022 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 6 |
Raymond James Financial Services Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 6 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 6 |
Sageworth Trust Co of South Dakota | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.23% | 0.38% | 0.60% | Q2 2013 | Q3 2014 | 6 |
Deuterium Capital Management, LLC | 3 | 3 | 0.34% | 1.12% | 1.78% | Q4 2021 | Q2 2023 | 6 |
BROWN ADVISORY INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q2 2016 | 6 |
APPLIED RESEARCH INVESTMENTS, LLC | 4 | 2 | 0.17% | 0.54% | 1.24% | Q2 2020 | Q4 2021 | 6 |
Ionic Capital Management LLC | 3 | 3 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2013 | 6 |
Jump Trading, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q2 2015 | 6 |
Ratan Capital Management LP | 5 | 1 | 0.29% | 0.73% | 1.83% | Q2 2019 | Q4 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.10% | 0.21% | 0.36% | Q2 2013 | Q3 2014 | 6 |
Alera Investment Advisors, LLC | 4 | 2 | 0.01% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 6 |
Wealth Alliance | 5 | 1 | 0.03% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Airain ltd | 4 | 2 | 0.02% | 0.15% | 0.29% | Q1 2015 | Q3 2016 | 6 |
Cooperatieve Rabobank U.A. | 5 | 5 | 0.22% | 0.61% | 1.16% | Q2 2013 | Q2 2014 | 5 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.10% | 0.20% | Q3 2014 | Q3 2015 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2015 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Virtus Fund Advisers, LLC | 5 | 5 | 11.37% | 13.03% | 17.94% | Q3 2022 | Q3 2023 | 5 |
Capital Bank & Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.95% | 1.69% | 2.44% | Q3 2022 | Q3 2023 | 5 |
Egerton Capital (UK) LLP | 4 | 1 | 1.52% | 1.93% | 2.29% | Q4 2019 | Q3 2023 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 5 |
Ninety One North America, Inc. | 5 | 5 | 0.37% | 0.69% | 0.87% | Q4 2014 | Q4 2015 | 5 |
Quantinno Capital Management LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
IBERIABANK CORP | 4 | 1 | 0.02% | 0.05% | 0.20% | Q1 2013 | Q2 2019 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Svenska Handelsbanken AB (publ) | 5 | 5 | 0.03% | 0.06% | 0.07% | Q4 2015 | Q4 2016 | 5 |
BSW Wealth Partners | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Natixis Investment Managers International | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2014 | Q1 2015 | 5 |
Strategic Wealth Partners, Ltd. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
BLOOM TREE PARTNERS, LLC | 5 | 5 | 1.59% | 3.69% | 5.18% | Q3 2018 | Q3 2019 | 5 |
SENTINEL TRUST CO LBA | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
EMERGING SOVEREIGN GROUP LLC | 4 | 1 | 0.77% | 1.64% | 3.08% | Q3 2013 | Q2 2015 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 5 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.14% | 0.26% | Q4 2021 | Q2 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 5 |
Glovista Investments LLC | 4 | 1 | 0.11% | 0.40% | 0.68% | Q1 2018 | Q2 2020 | 5 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.11% | 0.30% | Q3 2016 | Q3 2020 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Capital Markets Trading UK LLP | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Mizuho Securities Co. Ltd. | 3 | 2 | 0.01% | 0.20% | 0.91% | Q2 2019 | Q2 2023 | 5 |
Congress Wealth Management LLC / DE / | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Bain Capital Public Equity Management II, LLC | 5 | 5 | 3.19% | 3.52% | 3.88% | Q4 2020 | Q4 2021 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.04% | 0.28% | 0.42% | Q4 2013 | Q1 2016 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.04% | 0.09% | 0.17% | Q2 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q1 2016 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q2 2022 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2018 | Q2 2021 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
BOSTON FAMILY OFFICE LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.14% | 0.36% | Q2 2013 | Q3 2015 | 5 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.09% | 0.22% | Q4 2020 | Q3 2022 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.18% | 0.43% | Q1 2021 | Q2 2023 | 5 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Tahithromos, L.L.C. | 3 | 2 | 0.39% | 1.12% | 2.49% | Q2 2013 | Q4 2014 | 5 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2017 | 5 |
Sigma Planning Corp | 4 | 1 | 0.01% | 0.07% | 0.28% | Q4 2014 | Q2 2021 | 5 |
Tradewinds Global Investors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Harbour Capital Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.12% | 0.15% | 0.18% | Q4 2014 | Q4 2015 | 5 |
WEXFORD CAPITAL LP | 4 | 1 | 0.04% | 0.93% | 1.56% | Q4 2014 | Q2 2021 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WESTWOOD HOLDINGS GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
CONNABLE OFFICE INC | 4 | 1 | 0.04% | 0.12% | 0.15% | Q3 2015 | Q3 2023 | 5 |
Handelsbanken Fonder AB | 4 | 4 | 0.26% | 0.40% | 0.50% | Q4 2015 | Q3 2016 | 4 |
CANYON CAPITAL ADVISORS LLC | 4 | 4 | 1.40% | 1.71% | 1.92% | Q1 2015 | Q4 2015 | 4 |
SP Asset Management LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 4 |
Calamos Wealth Management LLC | 3 | 1 | 0.10% | 0.11% | 0.13% | Q3 2021 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
FACT Capital, LP | 4 | 4 | 10.86% | 14.03% | 17.12% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2020 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q3 2015 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EAGLE ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.54% | 0.55% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Sensato Investors LLC | 4 | 4 | 0.05% | 1.98% | 3.31% | Q1 2016 | Q4 2016 | 4 |
ADI CAPITAL MANAGEMENT LLC | 4 | 4 | 3.29% | 4.65% | 5.52% | Q1 2019 | Q4 2019 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.10% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
FRED ALGER MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Schubert & Co | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q1 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 4 |
Covenant Partners, LLC | 4 | 4 | 0.18% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 4 |
CMT Asset Management Ltd | 3 | 1 | 0.01% | 0.05% | 0.11% | Q4 2014 | Q3 2017 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 4 |
PARK NATIONAL CORP /OH/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Odey Asset Management Group Ltd | 3 | 1 | 0.01% | 0.12% | 0.18% | Q4 2013 | Q4 2014 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
IPG Investment Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q1 2021 | 4 |
American Trust | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Congress Park Capital LLC | 4 | 4 | 0.14% | 0.85% | 1.20% | Q4 2017 | Q3 2018 | 4 |
TCW GROUP INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 4 |
Partnervest Advisory Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
QUANTUM CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q4 2015 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Coronation Asset Management (Pty) Ltd. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 4 | 4 | 4.32% | 5.49% | 6.92% | Q4 2021 | Q3 2022 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q1 2017 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Algebris (UK) Ltd | 4 | 4 | 0.97% | 1.17% | 1.46% | Q4 2017 | Q3 2018 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.74% | 0.77% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
BHF Kleinwort Benson Group S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2021 | 4 |
CHESAPEAKE ASSET MANAGEMENT LLC | 3 | 3 | 1.05% | 1.42% | 1.79% | Q3 2013 | Q1 2014 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
State of Wyoming | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q4 2021 | 3 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q2 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2019 | 3 |
Lloyds Banking Group plc | 3 | 3 | 0.24% | 0.40% | 0.68% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
STANDARD PACIFIC CAPITAL LLC/CA | 2 | 1 | 3.10% | 4.11% | 5.03% | Q4 2013 | Q3 2014 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q2 2018 | 3 |
XTX Topco Ltd | 1 | 1 | 0.12% | 0.15% | 0.17% | Q2 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
F&C Asset Management plc | 2 | 1 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2014 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
COWEN INC. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2015 | 3 |
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 3 | 3 | 0.57% | 0.98% | 1.39% | Q1 2020 | Q3 2020 | 3 |
Voya Financial Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2016 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Golden State Equity Partners | 3 | 3 | 0.10% | 0.12% | 0.14% | Q2 2021 | Q4 2021 | 3 |
Valeo Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
TIGER MANAGEMENT L.L.C. | 3 | 3 | 0.08% | 0.11% | 0.12% | Q1 2017 | Q3 2017 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Atika Capital Management LLC | 3 | 3 | 1.01% | 1.23% | 1.37% | Q2 2014 | Q4 2014 | 3 |
Connective Portfolio Management, LLC | 3 | 3 | 2.43% | 2.86% | 3.36% | Q4 2022 | Q2 2023 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2015 | Q4 2015 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q4 2017 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.19% | 0.26% | 0.30% | Q4 2022 | Q2 2023 | 3 |
Moisand Fitzgerald Tamayo, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.27% | 0.60% | Q4 2018 | Q4 2020 | 3 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 1 | 0.94% | 0.98% | 1.01% | Q2 2013 | Q1 2015 | 3 |
Senator Investment Group LP | 3 | 3 | 0.20% | 0.29% | 0.41% | Q1 2015 | Q3 2015 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2015 | Q3 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.29% | 0.44% | 0.58% | Q2 2020 | Q4 2020 | 3 |
VONTOBEL ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2014 | Q1 2015 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2019 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Claro Advisors LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q4 2022 | 3 |
DELTA LLOYD NV | 3 | 3 | 0.19% | 0.57% | 0.87% | Q2 2013 | Q4 2013 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.10% | 0.19% | Q3 2015 | Q4 2016 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.25% | 0.29% | 0.33% | Q2 2013 | Q4 2013 | 3 |
Soros Fund Management | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2016 | Q2 2023 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
PDS Planning, Inc | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BMS Financial Advisors, LLC | 3 | 3 | 0.26% | 0.31% | 0.39% | Q4 2022 | Q2 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 3 |
Wishbone Management, LP | 3 | 3 | 17.12% | 19.16% | 21.35% | Q1 2023 | Q3 2023 | 3 |
Index Management Solutions, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2015 | Q3 2015 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.16% | 0.35% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q4 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Kames Capital Management Ltd | 3 | 3 | 0.44% | 0.64% | 1.04% | Q2 2014 | Q4 2014 | 3 |
GAVEA INVESTIMENTOS LTDA | 3 | 3 | 3.79% | 11.16% | 16.40% | Q2 2015 | Q4 2015 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST MANHATTAN CO. LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 3 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2015 | 3 |
Meru Capital Group, LP | 2 | 1 | 0.24% | 0.79% | 1.68% | Q3 2013 | Q2 2014 | 3 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 3 |
Sculptor Capital LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.10% | 0.39% | 0.73% | Q2 2013 | Q1 2023 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Three Corner Global Investors LP | 2 | 1 | 1.46% | 2.51% | 3.29% | Q1 2017 | Q1 2018 | 3 |
JHL Capital Group LLC | 3 | 3 | 11.40% | 18.20% | 30.42% | Q3 2017 | Q1 2018 | 3 |
Advisor OS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.21% | 0.27% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Myriad Asset Management Ltd. | 3 | 3 | 0.70% | 1.28% | 1.63% | Q4 2019 | Q2 2020 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 3 |
MCIA Inc | 3 | 3 | 0.10% | 0.18% | 0.30% | Q3 2020 | Q1 2021 | 3 |
Prince Street Capital Management LLC | 2 | 1 | 1.96% | 2.52% | 3.17% | Q1 2015 | Q2 2017 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.23% | 0.32% | Q4 2020 | Q1 2022 | 3 |
Grandeur Peak Global Advisors, LLC | 3 | 3 | 0.30% | 0.49% | 0.61% | Q4 2015 | Q2 2016 | 3 |
Paradice Investment Management LLC | 3 | 3 | 0.07% | 0.33% | 0.51% | Q2 2019 | Q4 2019 | 3 |
Orinda Asset Management LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q2 2014 | Q4 2014 | 3 |
SG3 Management, LLC | 1 | 1 | 0.03% | 0.16% | 0.29% | Q3 2021 | Q3 2021 | 2 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.07% | 0.27% | 0.47% | Q4 2021 | Q1 2022 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q1 2017 | 2 |
Kavi Asset Management, LP | 2 | 2 | 2.02% | 2.31% | 2.60% | Q2 2016 | Q3 2016 | 2 |
KEYSTONE INVESTORS PTE LTD | 2 | 2 | 5.50% | 5.84% | 6.17% | Q2 2023 | Q3 2023 | 2 |
American Beacon Advisors, Inc. | 2 | 2 | 2.69% | 3.74% | 4.79% | Q4 2018 | Q1 2019 | 2 |
Almanack Investment Partners, LLC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Origin Asset Management LLP | 2 | 2 | 1.33% | 1.45% | 1.56% | Q2 2023 | Q3 2023 | 2 |
DENVER INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2014 | Q3 2014 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
VERNIER CAPITAL PARTNERS, LP | 2 | 2 | 3.80% | 5.09% | 6.39% | Q1 2019 | Q2 2019 | 2 |
Advanced Portfolio Management, LLC | 1 | 1 | 3.77% | 4.07% | 4.37% | Q1 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Cognios Capital, LLC | 2 | 2 | 0.37% | 0.42% | 0.46% | Q1 2019 | Q2 2019 | 2 |
Timber Hill LLC | 2 | 2 | 0.02% | 0.08% | 0.15% | Q1 2018 | Q2 2018 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Jackson, Grant Investment Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mizuho Asset Management Co.,Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
WHV Investments, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
GeoSphere Capital Management, LLC | 1 | 1 | 0.51% | 1.23% | 1.95% | Q1 2014 | Q2 2018 | 2 |
CHANNING GLOBAL ADVISORS, LLC | 2 | 2 | 3.98% | 4.26% | 4.52% | Q3 2022 | Q4 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q4 2019 | Q3 2022 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q3 2015 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Trikon Asset Management Ltd | 1 | 1 | 39.27% | 46.55% | 53.82% | Q4 2021 | Q1 2023 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SeaBridge Investment Advisors LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Hemenway Trust Co LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Sanoor Capital Management LP | 2 | 2 | 8.16% | 10.40% | 12.64% | Q4 2018 | Q1 2019 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
FLOSSBACH VON STORCH AG | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2014 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 2 |
Aspen Grove Capital, LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Shoker Investment Counsel, Inc. | 2 | 2 | 0.71% | 0.74% | 0.77% | Q4 2013 | Q1 2014 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q4 2016 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SPECTRUM ADVISORY SERVICES INC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q2 2016 | Q3 2016 | 2 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.18% | 0.25% | Q3 2016 | Q2 2017 | 2 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2020 | 2 |
COMMERCE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 2 | 2 | 1.22% | 1.36% | 1.49% | Q2 2013 | Q3 2013 | 2 |
Parkwood LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q1 2023 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q3 2023 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2014 | 2 |
Invictus RG | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
Westside Investment Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CIBC BANK USA | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 1.13% | 1.41% | 1.68% | Q3 2013 | Q4 2013 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.32% | 0.41% | 0.50% | Q3 2013 | Q1 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Sepio Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.89% | 0.99% | 1.09% | Q2 2021 | Q3 2021 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2017 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
City Financial Investment Co Ltd | 1 | 1 | 0.03% | 0.35% | 0.67% | Q1 2017 | Q4 2017 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 2 |
NorthCoast Asset Management LLC | 1 | 1 | 0.13% | 0.21% | 0.30% | Q2 2015 | Q3 2017 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Carmignac Gestion | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Parsec Financial Management, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2017 | Q4 2017 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q3 2015 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.02% | 0.22% | 0.42% | Q2 2018 | Q1 2019 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
DESTRIER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2013 | Q4 2013 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 4.58% | 4.58% | 4.58% | Q1 2020 | Q1 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Victoria 1522 Investments, LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2013 | Q2 2013 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q2 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fairfax Financial Holdings | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2016 | Q1 2016 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Saturna Capital CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q2 2014 | 1 |
Antipodean Advisors LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2021 | Q3 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2014 | Q2 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
RWC ASSET ADVISORS (US) LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ruffer LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Choate Investment Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bridgewater Advisors Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Echo Point Investment Management, LLC | 1 | 1 | 4.95% | 4.95% | 4.95% | Q3 2013 | Q3 2013 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VETAMER CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2021 | Q4 2021 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FACTORIAL MANAGEMENT Ltd | 1 | 1 | 13.68% | 13.68% | 13.68% | Q1 2020 | Q1 2020 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2023 | Q1 2023 | 1 |
Templeton & Phillips Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2022 | Q2 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q4 2014 | Q4 2014 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2016 | Q3 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
COMMONFUND ASSET MANAGEMENT CO INC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q2 2013 | Q2 2013 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BALTIMORE CAPITAL MANAGEMENT, INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2018 | Q2 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Nokota Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Atom Investors LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
FCG ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2013 | Q3 2013 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Morse Asset Management, Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2023 | Q3 2023 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quaero Capital S.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Portolan Capital Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2013 | Q3 2013 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CBIZ Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 3.75% | 3.75% | 3.75% | Q2 2023 | Q2 2023 | 1 |
Cider Mill Investments LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2019 | Q1 2019 | 1 |
Emerging Global Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HANSBERGER GLOBAL INVESTORS INC/FL | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2014 | Q2 2014 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Aspex Management (HK) Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q1 2023 | Q1 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2015 | Q2 2015 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 1.60% | 1.60% | 1.60% | Q4 2021 | Q4 2021 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Scotia Institutional Investments US, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2014 | Q4 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HHG & Company, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
External links
This page lists all the filers that currently own ICICI BK LTD or have owned ICICI BK LTD in the past.