Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 44 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 43 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 36 |
Walleye Trading LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 33 |
PEAK6 Investments LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 15 | 11 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
MAI Capital Management | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 24 |
Parallax Volatility Advisers, L.P. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 23 |
WOLVERINE TRADING, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 23 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 22 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Creative Planning | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 17 |
Anchor Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 16 |
DnB Asset Management AS | 16 | 16 | 0.03% | 0.05% | 0.16% | Q1 2020 | Q4 2023 | 16 |
UBS Group AG | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 16 |
BANK OF MONTREAL /CAN/ | 12 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 16 |
Symmetry Partners, LLC | 16 | 16 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q4 2023 | 16 |
Cubist Systematic Strategies, LLC | 15 | 15 | 0.00% | 0.04% | 0.22% | Q1 2020 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.02% | 0.26% | 0.94% | Q2 2020 | Q3 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 16 | 16 | 0.01% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
BANK OF AMERICA CORP /DE/ | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 16 |
ROYAL BANK OF CANADA | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 16 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 15 | 15 | 0.02% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 15 | 0.01% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MORGAN STANLEY | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RHUMBLINE ADVISERS | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Greenhouse Funds LLLP | 15 | 15 | 1.03% | 2.69% | 4.50% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
DEUTSCHE BANK AG\ | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
REGIONS FINANCIAL CORP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Capital Analysts, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 15 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
EARNEST PARTNERS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Douglas Lane & Associates, LLC | 15 | 15 | 0.45% | 0.79% | 1.20% | Q1 2020 | Q3 2023 | 15 |
HUNTINGTON NATIONAL BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Turtle Creek Asset Management | 15 | 15 | 4.17% | 5.24% | 6.88% | Q1 2020 | Q3 2023 | 15 |
SECURIAN ASSET MANAGEMENT, INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
VANGUARD GROUP INC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Robeco Institutional Asset Management B.V. | 15 | 15 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
BOSTON FAMILY OFFICE LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Carmichael Hill & Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Korea Investment CORP | 15 | 15 | 0.01% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 15 |
BlackRock Inc. | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Legal & General Group Plc | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STIFEL FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
FRG Family Wealth Advisors LLC | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Symmetry Investments LP | 12 | 12 | 0.38% | 2.87% | 6.68% | Q4 2020 | Q3 2023 | 15 |
Invesco Ltd. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Artisan Partners Limited Partnership | 15 | 15 | 0.38% | 1.14% | 1.67% | Q1 2020 | Q3 2023 | 15 |
Crewe Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Pflug Koory, LLC | 15 | 15 | 0.11% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
WELLS FARGO & COMPANY/MN | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
HSBC HOLDINGS PLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
AMERIPRISE FINANCIAL INC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
NORTHERN TRUST CORP | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HighTower Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES & ASSOCIATES | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BROWN BROTHERS HARRIMAN & CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Smithfield Trust Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Gulf International Bank (UK) Ltd | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 15 | 15 | 0.01% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 15 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.01% | 0.04% | 0.22% | Q1 2020 | Q3 2023 | 15 |
M&T BANK CORP | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HM PAYSON & CO | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
National Pension Service | 15 | 15 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
State of Tennessee, Treasury Department | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MEYER HANDELMAN CO | 15 | 15 | 0.48% | 0.62% | 0.74% | Q1 2020 | Q3 2023 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
GOODNOW INVESTMENT GROUP, LLC | 15 | 15 | 2.46% | 4.12% | 7.32% | Q1 2020 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Gotham Asset Management, LLC | 15 | 15 | 0.01% | 0.11% | 0.23% | Q1 2020 | Q3 2023 | 15 |
AMALGAMATED BANK | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
COMMERCE BANK | 15 | 15 | 0.02% | 0.02% | 0.08% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE COMMON RETIREMENT FUND | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BESSEMER GROUP INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AUXIER ASSET MANAGEMENT | 15 | 15 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 15 | 15 | 0.00% | 0.14% | 0.55% | Q1 2020 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 15 | 0.00% | 0.02% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FIRST MANHATTAN CO. LLC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
WEST PACES ADVISORS INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CREDIT SUISSE AG/ | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MetLife Investment Management, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Utah Retirement Systems | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
MACKENZIE FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SALEM INVESTMENT COUNSELORS INC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Jackson, Grant Investment Advisers, Inc. | 15 | 15 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Sargent Bickham Lagudis LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2022 | 15 |
Rathbones Group PLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
DekaBank Deutsche Girozentrale | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 15 | 15 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
abrdn plc | 15 | 15 | 0.01% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 15 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Crossmark Global Holdings, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Bank of New York Mellon Corp | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Oakworth Capital, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ProShare Advisors LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
SUMITOMO LIFE INSURANCE CO | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WEATHERLY ASSET MANAGEMENT L. P. | 15 | 15 | 0.08% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
North Star Investment Management Corp. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Swiss National Bank | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
GUGGENHEIM CAPITAL LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
River Wealth Advisors LLC | 15 | 15 | 0.11% | 0.14% | 0.22% | Q1 2020 | Q3 2023 | 15 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
AXA S.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 15 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
IFM Investors Pty Ltd | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Treasurer of the State of North Carolina | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STATE OF WISCONSIN INVESTMENT BOARD | 15 | 15 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 15 |
SHELL ASSET MANAGEMENT CO | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Tower Research Capital LLC (TRC) | 15 | 15 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSSIAM | 15 | 15 | 0.00% | 0.03% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Norinchukin Bank, The | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CENTRAL TRUST Co | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
NISA INVESTMENT ADVISORS, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
DIMENSIONAL FUND ADVISORS LP | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FRANKLIN RESOURCES INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Ancora Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 15 | 15 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
UBS ASSET MANAGEMENT AMERICAS INC | 15 | 15 | 0.11% | 0.18% | 0.26% | Q1 2020 | Q3 2023 | 15 |
Hartford Financial Management Inc. | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Steward Partners Investment Advisory, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Skandinaviska Enskilda Banken AB (publ) | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Ameritas Investment Partners, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.01% | 0.18% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Vestcor Inc | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OARSMAN CAPITAL, INC. | 15 | 15 | 0.12% | 0.18% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 15 | 15 | 0.00% | 0.06% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Asset Management One Co., Ltd. | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
GW&K Investment Management, LLC | 15 | 15 | 0.00% | 0.55% | 0.78% | Q1 2020 | Q3 2023 | 15 |
FEDERATED HERMES, INC. | 15 | 15 | 0.04% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 15 |
GOLDMAN SACHS GROUP INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TD ASSET MANAGEMENT INC | 15 | 15 | 0.06% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
US BANCORP \DE\ | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 15 | 15 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Mirae Asset Global Investments Co., Ltd. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Bragg Financial Advisors, Inc | 15 | 15 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.03% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 15 |
ENVESTNET ASSET MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Parallel Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
HARTFORD INVESTMENT MANAGEMENT CO | 15 | 15 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
METROPOLITAN LIFE INSURANCE CO/NY | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
CITY HOLDING CO | 15 | 15 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BANK OF NOVA SCOTIA | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
LOOMIS SAYLES & CO L P | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 15 |
AQR Capital Management | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
STATE STREET CORP | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Retirement Systems of Alabama | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Durable Capital Partners LP | 15 | 15 | 0.87% | 1.78% | 2.95% | Q1 2020 | Q3 2023 | 15 |
JOHN G ULLMAN & ASSOCIATES INC | 15 | 15 | 0.09% | 0.11% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Raymond James Financial Services Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
APG Asset Management N.V. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
FinTrust Capital Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.02% | 0.10% | Q1 2020 | Q3 2023 | 15 |
Community Bank, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
CIBC Asset Management Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Ballentine Partners, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
State of New Jersey Common Pension Fund D | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
State of Alaska, Department of Revenue | 15 | 15 | 0.02% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
FMR LLC | 15 | 15 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
STRS OHIO | 15 | 15 | 0.00% | 0.13% | 0.22% | Q1 2020 | Q3 2023 | 15 |
RMB Capital Management, LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.03% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
ARROW FINANCIAL CORP | 15 | 15 | 0.00% | 0.01% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Louisiana State Employees Retirement System | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
VICTORY CAPITAL MANAGEMENT INC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.14% | 0.27% | 0.41% | Q1 2020 | Q3 2023 | 15 |
DAVENPORT & Co LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Pacer Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CITIGROUP INC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
DUNCKER STREETT & CO INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 15 | 0.20% | 0.28% | 0.40% | Q1 2020 | Q3 2023 | 15 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 15 | 15 | 0.00% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 15 |
CIGNA INVESTMENTS INC /NEW | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
GABLES CAPITAL MANAGEMENT INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
JPMORGAN CHASE & CO | 15 | 15 | 0.02% | 0.09% | 0.17% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CAPTRUST FINANCIAL ADVISORS | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 15 | 15 | 0.02% | 0.15% | 0.26% | Q1 2020 | Q3 2023 | 15 |
WHITTIER TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Russell Investments Group, Ltd. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 15 | 0.06% | 0.14% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Allianz Asset Management GmbH | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
KBC Group NV | 15 | 15 | 0.01% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Chevy Chase Trust Holdings, LLC | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Insurance Company, Ltd | 12 | 2 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Front Row Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Field & Main Bank | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SYNOVUS FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.20% | 0.32% | 0.36% | Q1 2020 | Q3 2023 | 14 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Harvest Fund Management Co., Ltd | 14 | 14 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WESBANCO BANK INC | 11 | 3 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 14 |
Endurance Wealth Management, Inc. | 14 | 14 | 0.12% | 0.16% | 0.18% | Q1 2020 | Q2 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q2 2023 | 14 |
USA FINANCIAL FORMULAS | 11 | 3 | 0.00% | 0.05% | 0.38% | Q1 2020 | Q3 2023 | 14 |
JNBA Financial Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Baird Financial Group, Inc. | 13 | 1 | 0.00% | 0.13% | 0.20% | Q1 2020 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 9 | 5 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
FORSTA AP-FONDEN | 14 | 14 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
GLENMEDE TRUST CO NA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Candriam S.C.A. | 14 | 14 | 0.01% | 0.02% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Veritable, L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
BANQUE PICTET & CIE SA | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Man Group plc | 9 | 5 | 0.00% | 0.09% | 0.37% | Q1 2020 | Q3 2023 | 14 |
COMERICA BANK | 12 | 2 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
OPPENHEIMER ASSET MANAGEMENT INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 14 |
SENTRY INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Disciplined Investments, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 4 | 0.00% | 0.04% | 0.19% | Q1 2020 | Q3 2023 | 14 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q1 2023 | 13 |
USS Investment Management Ltd | 9 | 4 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 4 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 13 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 13 | 13 | 0.01% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Grove Bank & Trust | 13 | 13 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CHURCHILL MANAGEMENT Corp | 13 | 13 | 0.18% | 0.32% | 0.42% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
BALDWIN BROTHERS LLC/MA | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Stonebridge Capital Advisors LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Texas Yale Capital Corp. | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Weitz Investment Management | 13 | 13 | 0.20% | 0.28% | 0.32% | Q1 2020 | Q1 2023 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Handelsbanken Fonder AB | 13 | 13 | 0.02% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Murphy, Middleton, Hinkle & Parker, Inc. | 13 | 13 | 0.15% | 0.18% | 0.23% | Q3 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Ilmarinen Mutual Pension Insurance Co | 7 | 6 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Notis-McConarty Edward | 13 | 13 | 0.10% | 0.12% | 0.16% | Q3 2020 | Q3 2023 | 13 |
Riggs Asset Managment Co. Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Rossmore Private Capital | 13 | 13 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Essex Savings Bank | 12 | 12 | 0.08% | 0.09% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.08% | 0.21% | Q2 2020 | Q3 2023 | 12 |
SEEYOND | 12 | 12 | 0.03% | 0.09% | 0.13% | Q1 2020 | Q4 2022 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PUTNAM INVESTMENTS LLC | 9 | 3 | 0.00% | 0.39% | 0.85% | Q1 2020 | Q3 2023 | 12 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.04% | 0.14% | Q2 2020 | Q3 2023 | 12 |
EVERENCE CAPITAL MANAGEMENT INC | 12 | 12 | 0.05% | 0.07% | 0.13% | Q4 2020 | Q3 2023 | 12 |
CIBC Private Wealth Group, LLC | 10 | 2 | 0.00% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 12 |
South Dakota Investment Council | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
Kentucky Retirement Systems Insurance Trust Fund | 10 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Independent Advisor Alliance | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
NORGES BANK | 12 | 12 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q4 2022 | 12 |
Kentucky Retirement Systems | 10 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 12 |
ALLSTATE CORP | 12 | 12 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q4 2022 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 6 | 2 | 0.02% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 12 |
Vigilant Capital Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Holocene Advisors, LP | 6 | 1 | 0.00% | 0.43% | 0.72% | Q1 2020 | Q3 2023 | 12 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 12 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.05% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 11 |
AVIVA PLC | 11 | 11 | 0.00% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PARK AVENUE SECURITIES LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Zurich Insurance Group Ltd/FI | 11 | 11 | 0.34% | 0.92% | 1.67% | Q1 2021 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WILEN INVESTMENT MANAGEMENT CORP. | 11 | 11 | 0.30% | 0.39% | 0.55% | Q1 2020 | Q3 2022 | 11 |
ING GROEP NV | 7 | 4 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 11 |
HOWE & RUSLING INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Achmea Investment Management B.V. | 9 | 2 | 0.00% | 0.03% | 0.18% | Q1 2020 | Q3 2023 | 11 |
Aspire Private Capital, LLC | 11 | 11 | 0.00% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q1 2023 | 11 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 11 | 0.24% | 0.29% | 0.35% | Q1 2021 | Q3 2023 | 11 |
GREENLEAF TRUST | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 5 | 1 | 0.02% | 0.15% | 0.32% | Q2 2020 | Q2 2023 | 11 |
EATON VANCE MANAGEMENT | 11 | 11 | 0.13% | 0.18% | 0.27% | Q1 2020 | Q3 2022 | 11 |
Cutler Group LLC / CA | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 11 |
Freemont Management S.A. | 7 | 4 | 0.88% | 1.26% | 1.85% | Q4 2020 | Q3 2023 | 11 |
Covington Capital Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Twin Lakes Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
American Portfolios Advisors | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Kinneret Advisory, LLC | 11 | 11 | 0.05% | 0.07% | 0.07% | Q1 2020 | Q3 2022 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2022 | 11 |
EVOKE WEALTH, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 11 |
KANAWHA CAPITAL MANAGEMENT LLC | 7 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Ethic Inc. | 11 | 11 | 0.08% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
ZEKE CAPITAL ADVISORS, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 11 |
OLD SECOND NATIONAL BANK OF AURORA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Advisors Asset Management, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Heritage Trust Co | 8 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Cordasco Financial Network | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Tidal Investments LLC | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Knowledge Leaders Capital, LLC | 9 | 1 | 0.59% | 1.26% | 2.09% | Q1 2021 | Q3 2023 | 10 |
TWINBEECH CAPITAL LP | 6 | 1 | 0.14% | 0.33% | 0.59% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Marquette Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Calamos Wealth Management LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 6 | 4 | 0.04% | 0.16% | 0.28% | Q4 2020 | Q2 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Broderick Brian C | 6 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.37% | 0.52% | 0.70% | Q2 2021 | Q3 2023 | 10 |
Pendal Group Ltd | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
BOWEN HANES & CO INC | 6 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
NJ State Employees Deferred Compensation Plan | 6 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q2 2023 | 10 |
MURPHY CAPITAL MANAGEMENT INC | 10 | 10 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q2 2022 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HOLDERNESS INVESTMENTS CO | 7 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2023 | 10 |
Birch Hill Investment Advisors LLC | 9 | 1 | 0.07% | 0.10% | 0.13% | Q1 2020 | Q3 2023 | 10 |
BROWN ADVISORY INC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Hotaling Investment Management, LLC | 9 | 1 | 0.09% | 0.13% | 0.40% | Q1 2020 | Q4 2022 | 10 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
PROFUND ADVISORS LLC | 6 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Sigma Planning Corp | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
TRUST CO OF VERMONT | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Rafferty Asset Management, LLC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Robeco Schweiz AG | 9 | 9 | 0.42% | 0.75% | 0.98% | Q3 2021 | Q3 2023 | 9 |
Gradient Investments LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 9 |
Tredje AP-fonden | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 9 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 4 | 2 | 0.06% | 0.24% | 0.53% | Q2 2020 | Q2 2023 | 9 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.08% | 0.13% | Q2 2020 | Q3 2023 | 9 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Beutel, Goodman & Co Ltd. | 9 | 9 | 0.20% | 1.22% | 1.78% | Q1 2020 | Q1 2022 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
CCLA Investment Management | 5 | 4 | 1.27% | 1.44% | 1.80% | Q2 2021 | Q3 2023 | 9 |
BSW Wealth Partners | 9 | 9 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q2 2023 | 9 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 9 |
BOKF, NA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 9 | 9 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
MACKAY SHIELDS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Tradewinds Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Halpern Financial, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 9 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 9 | 9 | 0.18% | 0.32% | 0.46% | Q1 2021 | Q1 2023 | 9 |
CULLINAN ASSOCIATES INC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
People's United Financial, Inc. | 9 | 9 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 9 | 9 | 0.21% | 0.25% | 0.34% | Q1 2020 | Q1 2022 | 9 |
Ledyard National Bank | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Jefferies Group LLC | 6 | 6 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q3 2022 | 9 |
TWIN CAPITAL MANAGEMENT INC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Van Hulzen Asset Management, LLC | 7 | 1 | 0.02% | 0.18% | 0.24% | Q2 2021 | Q2 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 8 | 8 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.11% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
Private Advisor Group, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Meiji Yasuda Asset Management Co Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
APOGEM CAPITAL LLC | 8 | 8 | 0.31% | 0.60% | 0.75% | Q4 2020 | Q3 2022 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
Ellevest, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Aristotle Capital Management, LLC | 8 | 8 | 0.10% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q4 2023 | 8 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 8 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.48% | 0.57% | 0.69% | Q4 2021 | Q3 2023 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 3 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 8 |
CX Institutional | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 8 |
FIRST QUADRANT LLC/CA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
OPSEU Pension Plan Trust Fund | 8 | 8 | 0.11% | 0.15% | 0.21% | Q2 2020 | Q1 2022 | 8 |
Sandbar Asset Management LLP | 6 | 2 | 0.40% | 2.39% | 4.37% | Q1 2020 | Q3 2023 | 8 |
Larson Financial Group LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.68% | 1.03% | 1.19% | Q4 2021 | Q3 2023 | 8 |
IBM Retirement Fund | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q1 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CHARTWELL INVESTMENT PARTNERS, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.09% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2020 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Heartland Bank & Trust Co | 8 | 8 | 0.33% | 0.39% | 0.46% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
DF DENT & CO INC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 8 |
Carmel Capital Partners, LLC | 8 | 8 | 0.41% | 0.58% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Cerity Partners LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q2 2023 | 8 |
PATTON FUND MANAGEMENT, INC. | 5 | 3 | 0.54% | 0.88% | 1.04% | Q1 2021 | Q3 2023 | 8 |
NN Investment Partners Holdings N.V. | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2022 | 8 |
Strategic Advisors LLC | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 8 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.06% | 0.09% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Neo Ivy Capital Management | 4 | 1 | 0.08% | 0.32% | 0.71% | Q1 2020 | Q3 2023 | 7 |
Blueshift Asset Management, LLC | 6 | 1 | 0.07% | 0.21% | 0.32% | Q2 2020 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
World Asset Management Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2021 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 3 | 0.00% | 0.26% | 0.43% | Q4 2020 | Q3 2023 | 7 |
VIKING GLOBAL INVESTORS LP | 7 | 7 | 0.50% | 0.98% | 1.55% | Q1 2020 | Q3 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
NATIXIS | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 7 |
Eagle Bay Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
PointState Capital LP | 5 | 1 | 0.56% | 1.25% | 2.52% | Q3 2021 | Q2 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.10% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.05% | 0.10% | 0.15% | Q1 2020 | Q3 2021 | 7 |
CREDIT AGRICOLE S A | 4 | 3 | 0.00% | 0.05% | 0.23% | Q1 2021 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Caprock Group, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 1 | 0.02% | 0.18% | 0.62% | Q4 2020 | Q3 2022 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.01% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 6 | 1 | 0.01% | 0.03% | 0.16% | Q1 2020 | Q2 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 7 |
AMP Capital Investors Ltd | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2021 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2021 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 7 |
Islet Management, LP | 7 | 7 | 0.56% | 0.82% | 1.49% | Q1 2021 | Q3 2022 | 7 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.04% | 0.15% | Q2 2022 | Q3 2023 | 6 |
MONETTA FINANCIAL SERVICES INC | 6 | 6 | 0.53% | 0.70% | 0.83% | Q2 2022 | Q3 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.05% | 0.10% | 0.21% | Q1 2020 | Q4 2022 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.38% | 0.55% | 0.69% | Q1 2020 | Q2 2021 | 6 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.08% | 0.36% | 0.70% | Q1 2021 | Q3 2021 | 6 |
Cypress Wealth Services, LLC | 6 | 6 | 0.07% | 0.09% | 0.13% | Q1 2020 | Q2 2021 | 6 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Siemens Fonds Invest GmbH | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 6 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 6 | 6 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q1 2023 | 6 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Teza Capital Management LLC | 5 | 1 | 0.11% | 0.30% | 0.80% | Q4 2020 | Q1 2023 | 6 |
Widmann Financial Services, Inc. | 4 | 2 | 0.19% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 6 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.08% | 0.26% | Q3 2021 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Redpoint Investment Management Pty Ltd | 6 | 6 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 6 | 0.02% | 0.38% | 0.74% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.00% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.08% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Cowen Prime Services LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2021 | 6 |
Evolution Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.01% | 0.18% | 0.30% | Q1 2020 | Q3 2023 | 6 |
Cross Staff Investments Inc | 4 | 2 | 0.19% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Andra AP-fonden | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2020 | Q3 2023 | 6 |
AGF INVESTMENTS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Palisade Asset Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q1 2020 | Q1 2023 | 6 |
Horizon Investments, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.13% | 0.15% | 0.17% | Q1 2020 | Q2 2021 | 6 |
Ninety One SA (PTY) Ltd | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.09% | 0.24% | Q2 2020 | Q1 2023 | 6 |
COMPTON CAPITAL MANAGEMENT INC /RI | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2022 | 6 |
Kohlberg Kravis Roberts & Co. L.P. | 6 | 6 | 5.90% | 9.22% | 11.18% | Q1 2020 | Q2 2021 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
MUFG Americas Holdings Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 6 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.06% | 0.14% | Q2 2020 | Q4 2021 | 6 |
Industrial Alliance Investment Management Inc. | 5 | 1 | 0.02% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.09% | 0.28% | Q1 2020 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
PineBridge Investments, L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.20% | 0.33% | 0.40% | Q1 2020 | Q2 2021 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Distillate Capital Partners LLC | 3 | 1 | 0.71% | 0.77% | 0.83% | Q4 2020 | Q3 2022 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q4 2020 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2023 | 6 |
Activest Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 6 |
BLB&B Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
LGT Group Foundation | 5 | 1 | 0.04% | 0.11% | 0.20% | Q4 2021 | Q2 2023 | 6 |
Qtron Investments LLC | 3 | 2 | 0.07% | 0.12% | 0.19% | Q3 2021 | Q3 2023 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.12% | 0.22% | 0.47% | Q1 2020 | Q1 2023 | 5 |
NEVILLE RODIE & SHAW INC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
First Financial Bank - Trust Division | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Impax Asset Management Group plc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.43% | 0.52% | 0.65% | Q1 2020 | Q1 2021 | 5 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Morse Asset Management, Inc | 5 | 5 | 0.07% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 5 |
GRIMES & COMPANY, INC. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.07% | 0.24% | Q1 2020 | Q2 2021 | 5 |
Psagot Value Holdings Ltd. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 2 | 0.89% | 1.17% | 1.54% | Q3 2020 | Q3 2023 | 5 |
LS Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.03% | 0.29% | 0.42% | Q1 2022 | Q3 2023 | 5 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q4 2021 | 5 |
Baker Avenue Asset Management, LP | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 5 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 1 | 0.04% | 0.09% | 0.12% | Q1 2020 | Q4 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
ZACKS INVESTMENT MANAGEMENT | 3 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 5 |
HighMark Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.19% | 0.28% | 0.40% | Q1 2020 | Q1 2021 | 5 |
New England Research & Management, Inc. | 4 | 1 | 0.30% | 0.36% | 0.45% | Q1 2022 | Q3 2023 | 5 |
NVWM, LLC | 4 | 1 | 0.00% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 5 |
Systematic Alpha Investments, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 1.70% | 1.94% | 2.20% | Q3 2022 | Q3 2023 | 5 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Renaissance Technologies | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 5 |
Cipher Capital LP | 3 | 1 | 0.14% | 0.64% | 1.01% | Q4 2020 | Q2 2023 | 5 |
FMA ADVISORY INC | 5 | 5 | 0.11% | 0.22% | 0.63% | Q1 2020 | Q1 2021 | 5 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.07% | 0.17% | Q3 2020 | Q4 2022 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q4 2022 | 5 |
SUN LIFE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIL Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Albar Capital Ltd | 2 | 1 | 1.46% | 4.40% | 10.89% | Q4 2021 | Q2 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.21% | 0.41% | 0.66% | Q4 2020 | Q1 2023 | 5 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.04% | 0.11% | 0.22% | Q4 2020 | Q3 2023 | 5 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.03% | 0.08% | 0.16% | Q1 2021 | Q4 2022 | 5 |
Varma Mutual Pension Insurance Co | 3 | 2 | 0.06% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
CSat Investment Advisory, L.P. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Integrated Advisors Network LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 4 |
PGGM Investments | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.73% | 0.75% | 0.79% | Q4 2022 | Q3 2023 | 4 |
Fund Management at Engine No. 1 LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RIPOSTE CAPITAL LLC | 4 | 4 | 0.73% | 2.79% | 6.71% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.04% | 0.09% | 0.18% | Q2 2021 | Q2 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.00% | 0.06% | 0.13% | Q3 2021 | Q3 2023 | 4 |
PEOPLES FINANCIAL SERVICES CORP. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Aperio Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.14% | 0.25% | 0.36% | Q2 2020 | Q1 2023 | 4 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 1.56% | 3.05% | 3.81% | Q4 2021 | Q2 2023 | 4 |
Carmignac Gestion | 3 | 1 | 0.01% | 0.19% | 0.71% | Q2 2020 | Q2 2023 | 4 |
Financial Connections Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Geller Advisors LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 3 | 1 | 0.06% | 0.09% | 0.14% | Q1 2020 | Q4 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Maven Securities LTD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 4 |
Ergoteles LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q2 2023 | 4 |
Sciencast Management LP | 4 | 4 | 0.09% | 0.20% | 0.40% | Q1 2020 | Q4 2020 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
FIDUCIARY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.18% | 0.28% | 0.55% | Q4 2022 | Q3 2023 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
West Branch Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
OLD NATIONAL BANCORP /IN/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 4 |
First American Bank | 3 | 1 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q4 2020 | 4 |
Dakota Wealth Management | 4 | 4 | 0.10% | 0.25% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.26% | 0.44% | 0.54% | Q3 2022 | Q2 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Raleigh Capital Management Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.35% | 0.38% | 0.39% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 1.30% | 1.46% | 1.59% | Q4 2022 | Q3 2023 | 4 |
Point72 Middle East FZE | 2 | 1 | 0.00% | 0.13% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2022 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q4 2020 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.41% | 0.52% | 0.65% | Q4 2022 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 4 |
Oak Thistle LLC | 3 | 1 | 0.26% | 0.38% | 0.48% | Q2 2022 | Q3 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
INTACT INVESTMENT MANAGEMENT INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.47% | 0.59% | 0.65% | Q4 2022 | Q3 2023 | 4 |
First Eagle Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Wellington Shields Capital Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 4 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q4 2022 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
Timber Creek Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Rampart Investment Management Company, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2020 | 3 |
RMR Wealth Builders | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q1 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 3 | 0.03% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
NWAM LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CONNING INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 3 |
Certified Advisory Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 3 |
Bullseye Asset Management LLC | 3 | 3 | 0.81% | 1.09% | 1.33% | Q2 2020 | Q4 2020 | 3 |
ClariVest Asset Management LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.36% | 0.51% | 0.74% | Q1 2021 | Q3 2023 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 3 |
Ceredex Value Advisors LLC | 3 | 3 | 0.56% | 1.44% | 1.90% | Q3 2021 | Q1 2022 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
DE BURLO GROUP INC | 3 | 3 | 1.25% | 1.68% | 2.12% | Q1 2023 | Q3 2023 | 3 |
Olstein Capital Management, L.P. | 3 | 3 | 0.60% | 0.69% | 0.75% | Q1 2020 | Q3 2020 | 3 |
Boston Partners | 2 | 1 | 0.00% | 0.06% | 0.13% | Q1 2020 | Q4 2020 | 3 |
Asio Capital, LLC | 3 | 3 | 0.44% | 0.61% | 0.72% | Q1 2023 | Q3 2023 | 3 |
WestEnd Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
GRIES FINANCIAL LLC | 3 | 3 | 0.53% | 0.72% | 0.85% | Q1 2023 | Q3 2023 | 3 |
Arcus Capital Partners, LLC | 2 | 1 | 0.26% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 3 |
Banco Santander, S.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Wedmont Private Capital | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 3 |
FORA Capital, LLC | 2 | 1 | 0.04% | 0.11% | 0.21% | Q2 2020 | Q4 2022 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
SVB WEALTH LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Corient Capital Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q3 2021 | 3 |
LGT CAPITAL PARTNERS LTD. | 3 | 3 | 0.26% | 0.29% | 0.33% | Q1 2020 | Q3 2020 | 3 |
CENTRAL BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Interval Partners, LP | 3 | 3 | 0.35% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.22% | 0.57% | Q4 2020 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.10% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.13% | 0.55% | 1.28% | Q1 2022 | Q1 2023 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Archon Partners LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 1 | 0.22% | 0.27% | 0.31% | Q1 2022 | Q2 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q2 2023 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.10% | 0.44% | 0.61% | Q4 2020 | Q2 2021 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 3 |
Westhampton Capital, LLC | 2 | 1 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q3 2023 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 3 | 3 | 0.11% | 0.18% | 0.29% | Q4 2022 | Q2 2023 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Essex LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Horan Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
Cornerstone Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
WAYCROSS PARTNERS, LLC | 2 | 2 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.18% | 0.45% | 0.73% | Q3 2021 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
COWA, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Advisory Resource Group | 2 | 2 | 0.21% | 0.22% | 0.24% | Q1 2021 | Q2 2021 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
PA Capital LLC | 2 | 2 | 0.25% | 0.27% | 0.30% | Q2 2020 | Q3 2020 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
BENJAMIN EDWARDS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Avondale Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.41% | 0.47% | Q1 2023 | Q3 2023 | 2 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q4 2021 | 2 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
LifePro Asset Management | 2 | 2 | 0.60% | 0.62% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q1 2020 | Q2 2020 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Davis Capital Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 2 | 0.03% | 0.08% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Marshall Wace North America L.P. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q4 2020 | 2 |
Kula Investments, LLC | 2 | 2 | 0.28% | 0.38% | 0.48% | Q4 2022 | Q1 2023 | 2 |
Pantechnicon Advisors LLP | 2 | 2 | 5.42% | 6.16% | 6.90% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.61% | 0.88% | 1.15% | Q1 2023 | Q2 2023 | 2 |
PITCAIRN CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CARDEROCK CAPITAL MANAGEMENT INC | 2 | 2 | 1.34% | 1.42% | 1.51% | Q2 2023 | Q3 2023 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 1.07% | 1.27% | 1.47% | Q3 2021 | Q4 2021 | 2 |
Fiduciary Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Quilter Plc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
QS Investors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
British Airways Pensions Investment Management Ltd | 2 | 2 | 0.52% | 0.60% | 0.67% | Q4 2020 | Q1 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.27% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2020 | Q1 2021 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.88% | 1.32% | 1.76% | Q4 2021 | Q4 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.97% | 0.98% | 0.99% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.15% | 0.20% | Q4 2020 | Q3 2022 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Aquatic Capital Management LLC | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2023 | Q3 2023 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Trust Investment Advisors | 1 | 1 | 0.20% | 0.27% | 0.34% | Q1 2020 | Q1 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 2 |
Glenview Trust Co | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2023 | Q3 2023 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.28% | 0.40% | 0.52% | Q4 2022 | Q1 2023 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 2 |
Diametric Capital, LP | 1 | 1 | 0.13% | 0.15% | 0.18% | Q2 2022 | Q3 2023 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.57% | 0.60% | 0.63% | Q3 2021 | Q4 2021 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GYL FINANCIAL SYNERGIES, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
FLIPPIN BRUCE & PORTER INC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q1 2020 | Q2 2020 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q4 2021 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.37% | 0.72% | Q2 2020 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.25% | 0.72% | 1.20% | Q1 2023 | Q2 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q3 2021 | Q2 2022 | 2 |
Granahan Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Shellback Capital, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Capital International Sarl | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CAPITAL INTERNATIONAL LTD /CA/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Corton Capital Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYNTAX ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2022 | Q3 2022 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Versor Investments LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
RKL Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2020 | Q3 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
L & S Advisors Inc | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.59% | 4.59% | 4.59% | Q3 2023 | Q3 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Linden Thomas Advisory Services, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Third Point | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Crestline Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Infini Master Fund | 1 | 1 | 13.87% | 13.87% | 13.87% | Q1 2021 | Q1 2021 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2021 | Q3 2021 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Duquesne Family Office | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2021 | Q4 2021 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Main Street Research LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2023 | Q3 2023 | 1 |
Watchman Group, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NKCFO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Citizens Business Bank | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARTIN & CO INC /TN/ | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2020 | Q1 2020 | 1 |
Leeward Financial Partners, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
Guinness Asset Management LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SIT INVESTMENT ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Running Oak Capital LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2020 | Q1 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capital International Investors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Capital Group Investment Management Pte. Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
1620 INVESTMENT ADVISORS, INC. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Capital Research Global Investors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
VIKING FUND MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2021 | Q2 2021 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOWER BRIDGE ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Brandywine Global Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Numerai GP LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2021 | Q1 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2020 | Q2 2020 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Capital Group Private Client Services, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Infini Capital Management Ltd | 1 | 1 | 13.87% | 13.87% | 13.87% | Q1 2021 | Q1 2021 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Anson Funds Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Coastline Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
External links
This page lists all the filers that currently own INGERSOLL RAND INC or have owned INGERSOLL RAND INC in the past.