Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q3 2023 | 44 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
Champlain Investment Partners, LLC | 43 | 43 | 0.19% | 0.51% | 0.74% | Q1 2013 | Q3 2023 | 43 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.46% | 0.88% | 1.26% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.01% | Q2 2012 | Q4 2022 | 42 |
RBF Capital, LLC | 42 | 42 | 0.08% | 0.23% | 0.30% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
EXCALIBUR MANAGEMENT CORP | 42 | 42 | 0.64% | 1.44% | 2.23% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.05% | 0.22% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 1.74% | 3.14% | 4.88% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.10% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.26% | 0.48% | Q1 2014 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.58% | 1.23% | 1.96% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
VICTORY CAPITAL MANAGEMENT INC | 41 | 41 | 0.08% | 0.15% | 0.22% | Q3 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
GHP Investment Advisors, Inc. | 40 | 40 | 0.05% | 0.11% | 0.25% | Q4 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2023 | 40 |
New England Research & Management, Inc. | 40 | 40 | 0.37% | 0.92% | 1.50% | Q4 2013 | Q3 2023 | 40 |
NJ State Employees Deferred Compensation Plan | 39 | 39 | 0.03% | 0.12% | 0.28% | Q1 2014 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 39 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
American Research & Management Co. | 38 | 38 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 38 |
Citadel Advisors | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 10 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 37 |
FIFTH THIRD BANCORP | 14 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
ProShare Advisors LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
NISA INVESTMENT ADVISORS, LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ISTHMUS PARTNERS, LLC | 18 | 17 | 0.16% | 0.26% | 0.33% | Q4 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
PRIO WEALTH LIMITED PARTNERSHIP | 35 | 35 | 0.13% | 0.34% | 0.50% | Q1 2015 | Q3 2023 | 35 |
PRUDENTIAL PLC | 32 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 35 |
PineBridge Investments, L.P. | 27 | 7 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2023 | 33 |
Fisher Asset Management, LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
NICHOLS & PRATT ADVISERS LLP /MA | 29 | 4 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
PROFUND ADVISORS LLC | 17 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MOODY ALDRICH PARTNERS LLC | 31 | 31 | 1.10% | 1.85% | 2.70% | Q1 2016 | Q3 2023 | 31 |
TCTC Holdings, LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q4 2020 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 29 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q4 2022 | 28 |
SEI INVESTMENTS CO | 26 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FIRST MERCANTILE TRUST CO | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
MIDDLETON & CO INC/MA | 28 | 28 | 0.03% | 0.06% | 0.51% | Q2 2016 | Q1 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
AMALGAMATED BANK | 15 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Aperio Group, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2020 | 27 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 13 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Polaris Capital Management, LLC | 18 | 9 | 0.01% | 0.61% | 2.17% | Q4 2014 | Q3 2023 | 27 |
Renaissance Technologies | 11 | 2 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 27 |
Channing Capital Management, LLC | 12 | 6 | 0.79% | 1.60% | 2.41% | Q2 2013 | Q4 2022 | 27 |
Walthausen & Co., LLC | 18 | 8 | 0.14% | 0.57% | 1.36% | Q2 2013 | Q3 2022 | 26 |
FIDUCIARY TRUST CO | 26 | 26 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 26 |
EASTERN BANK | 15 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 26 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 26 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 25 |
FMR LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
AQR Capital Management | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JANUS HENDERSON GROUP PLC | 16 | 8 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.11% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2020 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Crossmark Global Holdings, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Aries Wealth Management | 17 | 6 | 0.39% | 1.19% | 2.35% | Q4 2017 | Q3 2023 | 23 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Diversified Trust Co | 19 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q4 2023 | 22 |
PANAGORA ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 22 |
HEARTLAND ADVISORS INC | 13 | 9 | 0.42% | 0.65% | 0.86% | Q2 2013 | Q1 2023 | 22 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 22 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 8 | 2 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Manchester Capital Management LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 21 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Balentine LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 20 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.04% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 19 |
RAYMOND JAMES & ASSOCIATES | 11 | 8 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
HANCOCK WHITNEY CORP | 9 | 3 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q2 2020 | 19 |
EMERALD MUTUAL FUND ADVISERS TRUST | 19 | 19 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q4 2017 | 19 |
GW&K Investment Management, LLC | 18 | 18 | 0.00% | 0.11% | 0.34% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 18 |
EVERENCE CAPITAL MANAGEMENT INC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 18 |
RMB Capital Management, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
VALLEY NATIONAL ADVISERS INC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Keeley-Teton Advisors, LLC | 9 | 8 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
CAPTRUST FINANCIAL ADVISORS | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2017 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
STRS OHIO | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 16 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 0.24% | 0.53% | 0.96% | Q4 2019 | Q3 2023 | 16 |
WASATCH ADVISORS LP | 16 | 16 | 0.17% | 0.46% | 0.65% | Q2 2015 | Q1 2019 | 16 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2018 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 15 |
Johnson Financial Group, Inc. | 12 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 15 |
Penobscot Investment Management Company, Inc. | 15 | 15 | 0.03% | 0.11% | 0.20% | Q3 2017 | Q1 2021 | 15 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 15 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BOSTON ADVISORS LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2019 | 15 |
Foundry Partners, LLC | 15 | 15 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q2 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
HSBC HOLDINGS PLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PALISADE CAPITAL MANAGEMENT, LP | 14 | 14 | 0.40% | 0.72% | 1.05% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q1 2017 | 14 |
Rafferty Asset Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 14 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
PECAUT & CO. | 13 | 13 | 0.16% | 0.23% | 0.35% | Q2 2019 | Q2 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2021 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Allianz Asset Management GmbH | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2019 | Q3 2022 | 12 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q3 2023 | 12 |
Wealth Architects, LLC | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
FULLER & THALER ASSET MANAGEMENT, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
NATIXIS ADVISORS, L.P. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Brandywine Global Investment Management, LLC | 11 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2023 | 12 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Holocene Advisors, LP | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 11 |
Canton Hathaway, LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
LPL Financial LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 11 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 11 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
BDO Wealth Advisors, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 11 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 11 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 10 |
CIBC Asset Management Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 10 |
BNP Paribas Asset Management Holding S.A. | 10 | 10 | 0.02% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Aptus Capital Advisors, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q1 2021 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 10 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 10 | 10 | 0.01% | 0.07% | 0.12% | Q4 2019 | Q1 2022 | 10 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.12% | 0.26% | Q1 2014 | Q4 2022 | 10 |
Cambridge Investment Research Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 10 |
Rockefeller Capital Management L.P. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
SHELTON CAPITAL MANAGEMENT | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2023 | 9 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 9 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 9 |
TORONTO DOMINION BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 9 |
SEGALL BRYANT & HAMILL, LLC | 9 | 9 | 0.02% | 0.17% | 0.24% | Q2 2018 | Q2 2020 | 9 |
NUANCE INVESTMENTS, LLC | 9 | 9 | 0.27% | 0.68% | 2.00% | Q3 2021 | Q3 2023 | 9 |
Parallel Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
OppenheimerFunds, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 9 |
FEDERATED HERMES, INC. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2018 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Ballentine Partners, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 9 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q3 2022 | 9 |
Perkins Investment Management, LLC | 9 | 9 | 0.09% | 0.34% | 0.55% | Q1 2015 | Q1 2017 | 9 |
ALPS ADVISORS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 9 |
Beaumont Financial Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q4 2018 | 9 |
KBC Group NV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 9 |
BANC FUNDS CO LLC | 7 | 1 | 0.04% | 0.08% | 0.24% | Q2 2013 | Q2 2015 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2020 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 8 |
COMMERCE BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
New England Private Wealth Advisors LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q3 2018 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.16% | 0.29% | 0.37% | Q4 2021 | Q3 2023 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Man Group plc | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CHICAGO EQUITY PARTNERS LLC | 5 | 3 | 0.01% | 0.14% | 0.28% | Q3 2016 | Q3 2019 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Impax Asset Management Group plc | 8 | 8 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Eukles Asset Management | 8 | 8 | 0.10% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Private Capital Management, LLC | 4 | 4 | 0.08% | 0.22% | 0.42% | Q3 2013 | Q3 2022 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q4 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SIGNATUREFD, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2021 | 7 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SALZHAUER MICHAEL | 7 | 7 | 0.36% | 1.02% | 1.34% | Q4 2021 | Q2 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
IMPAX ASSET MANAGEMENT LLC | 7 | 7 | 0.48% | 0.63% | 0.78% | Q1 2015 | Q3 2016 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
State of Wyoming | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
State of New Jersey Common Pension Fund D | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
NBW CAPITAL LLC | 6 | 6 | 0.56% | 0.69% | 0.78% | Q4 2021 | Q1 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.25% | 0.42% | 0.50% | Q4 2017 | Q1 2019 | 6 |
Dana Investment Advisors, Inc. | 6 | 6 | 0.06% | 0.09% | 0.11% | Q1 2019 | Q2 2020 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
WHITE PINE CAPITAL LLC | 6 | 6 | 0.15% | 0.19% | 0.20% | Q4 2021 | Q1 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.04% | 0.15% | Q3 2017 | Q1 2019 | 6 |
Cable Hill Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q1 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
MALTESE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.07% | 0.56% | 1.22% | Q3 2021 | Q4 2022 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q2 2020 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q1 2019 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
NFJ INVESTMENT GROUP, LLC | 6 | 6 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q2 2022 | 6 |
DREMAN VALUE MANAGEMENT, L L C | 6 | 6 | 0.00% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
RPg Family Wealth Advisory, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 6 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 5 |
MACKENZIE FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2015 | 5 |
DENVER INVESTMENT ADVISORS LLC | 5 | 5 | 0.55% | 0.74% | 0.82% | Q1 2017 | Q1 2018 | 5 |
Harbor Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 5 |
INTRUST BANK NA | 5 | 5 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q1 2021 | 5 |
Concord Wealth Partners | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q3 2015 | Q2 2018 | 5 |
LAZARD ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.05% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BHZ CAPITAL MANAGEMENT, LP | 5 | 5 | 0.08% | 0.44% | 0.73% | Q3 2021 | Q3 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 5 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 5 |
Shinko Asset Management Co., Ltd. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
PITCAIRN CO | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2019 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.06% | 0.20% | Q3 2021 | Q2 2023 | 5 |
VAN ECK ASSOCIATES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.16% | 0.31% | Q1 2021 | Q4 2022 | 4 |
JENNISON ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 4 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
OXFORD ASSET MANAGEMENT LLP | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q4 2018 | 4 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q3 2022 | Q2 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.04% | 0.15% | 0.23% | Q2 2021 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2020 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Leeward Investments, LLC - MA | 4 | 4 | 0.46% | 0.73% | 0.95% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2017 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 0.28% | 0.32% | 0.35% | Q3 2019 | Q2 2020 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Archer Investment Corp | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2019 | 3 |
Hillsdale Investment Management Inc. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2023 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
M&T BANK CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 3 | 0.49% | 0.52% | 0.57% | Q2 2019 | Q4 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.43% | 0.47% | 0.53% | Q4 2021 | Q2 2022 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
RiverFront Investment Group, LLC | 3 | 3 | 0.30% | 0.34% | 0.40% | Q3 2009 | Q1 2010 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
NinePointTwo Capital LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 3 |
Knuff & Co LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2019 | Q4 2019 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.05% | 0.13% | 0.30% | Q3 2017 | Q4 2018 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q2 2023 | 3 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2021 | 3 |
Gotham Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Newman Dignan & Sheerar, Inc. | 3 | 3 | 0.05% | 0.09% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.02% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 3 |
NATIONAL PLANNING CORP | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2017 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Point72 Middle East FZE | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
361 CAPITAL LLC | 1 | 1 | 0.48% | 0.54% | 0.64% | Q4 2015 | Q3 2019 | 3 |
Cox Capital Mgt LLC | 3 | 3 | 0.22% | 0.27% | 0.29% | Q3 2022 | Q1 2023 | 3 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HORIZON BANCORP INC /IN/ | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
HighTower Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Clean Yield Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Richard Bernstein Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2021 | 3 |
ALGERT GLOBAL LLC | 2 | 1 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
XPONANCE, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
O'ROURKE & COMPANY, Inc | 2 | 2 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Congress Wealth Management LLC / DE / | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Elequin Capital, LP | 2 | 2 | 0.08% | 0.24% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Gladius Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Mariner, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Numerai GP LLC | 2 | 2 | 0.90% | 1.04% | 1.18% | Q2 2023 | Q3 2023 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.48% | 0.58% | 0.67% | Q4 2022 | Q1 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q4 2017 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2021 | 2 |
Shepherd Financial Partners LLC | 2 | 2 | 0.47% | 0.51% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
WHITTIER TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.64% | 0.77% | 0.90% | Q4 2022 | Q1 2023 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
Olympiad Research LP | 1 | 1 | 0.12% | 0.20% | 0.29% | Q3 2020 | Q3 2023 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2021 | Q2 2021 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ClearBridge Investments | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SummerHaven Investment Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2021 | Q4 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Atom Investors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Piermont Capital Management Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2014 | Q1 2014 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRIVATE CAPITAL MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KENNEDY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Jump Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jackson Creek Investment Advisors LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
AHL Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Dean Capital Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2019 | Q2 2019 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Moab Capital Partners | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2015 | Q1 2015 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
JACOBS ASSET MANAGEMENT, LLC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
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This page lists all the filers that currently own INDEPENDENT BANK CORP MASS or have owned INDEPENDENT BANK CORP MASS in the past.