Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 57 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2021 | 38 |
TORONTO DOMINION BANK | 35 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Citadel Advisors | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 35 |
HighTower Advisors, LLC | 31 | 3 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 34 |
LPL Financial LLC | 15 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
SG Americas Securities, LLC | 29 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2022 | 32 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.01% | 0.08% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 31 |
JPMORGAN CHASE & CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Accuvest Global Advisors | 10 | 1 | 0.02% | 1.66% | 4.69% | Q2 2013 | Q3 2023 | 30 |
JAMES INVESTMENT RESEARCH INC | 28 | 2 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q2 2021 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 30 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.01% | 0.28% | 1.30% | Q3 2013 | Q3 2023 | 30 |
Hexavest Inc. | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2021 | 29 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.06% | 0.23% | Q1 2014 | Q4 2022 | 28 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.12% | 0.16% | 0.24% | Q3 2016 | Q2 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Millburn Ridgefield Corp | 27 | 27 | 0.16% | 0.22% | 0.42% | Q4 2016 | Q2 2023 | 27 |
ZACKS INVESTMENT MANAGEMENT | 16 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 26 |
Water Oak Advisors LLC | 26 | 26 | 0.99% | 4.16% | 11.70% | Q2 2014 | Q3 2020 | 26 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q2 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
FMR LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
BAR HARBOR WEALTH MANAGEMENT | 24 | 24 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q4 2018 | 24 |
BARCLAYS PLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q4 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 1 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q2 2022 | 22 |
Mount Lucas Management LP | 7 | 1 | 0.03% | 0.44% | 0.84% | Q2 2014 | Q2 2023 | 22 |
Global Endowment Management, LP | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2018 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2019 | 22 |
BlackRock Inc. | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 22 |
TIEMANN INVESTMENT ADVISORS, LLC | 22 | 22 | 0.09% | 0.16% | 0.20% | Q4 2016 | Q1 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.01% | 0.07% | 0.28% | Q4 2014 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
AXA S.A. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
M&T BANK CORP | 15 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 20 |
Psagot Value Holdings Ltd. | 20 | 20 | 0.04% | 0.81% | 1.38% | Q2 2013 | Q1 2018 | 20 |
BLAIR WILLIAM & CO/IL | 11 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 11 | 4 | 0.00% | 0.11% | 0.54% | Q2 2013 | Q3 2021 | 20 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
Global Retirement Partners, LLC | 10 | 9 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
Dana Investment Advisors, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
AMG National Trust Bank | 14 | 1 | 0.03% | 0.12% | 0.28% | Q1 2017 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 18 | 18 | 0.05% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 18 |
6 Meridian | 17 | 17 | 0.09% | 0.13% | 0.17% | Q4 2017 | Q4 2021 | 17 |
PRUDENTIAL FINANCIAL INC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2019 | 17 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Rathbones Group PLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q1 2018 | 16 |
Carroll Financial Associates, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Gemmer Asset Management LLC | 14 | 14 | 0.02% | 0.13% | 0.32% | Q1 2014 | Q2 2017 | 14 |
Marotta Asset Management | 7 | 3 | 0.05% | 0.88% | 1.99% | Q4 2019 | Q4 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2016 | 14 |
NewSquare Capital LLC | 10 | 3 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 13 |
ADIRONDACK TRUST CO | 7 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 13 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
STIFEL FINANCIAL CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 13 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 13 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.24% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Brinker Capital Investments, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2019 | 12 |
PITTENGER & ANDERSON INC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2016 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 11 |
Bridgewater Advisors Inc. | 11 | 11 | 0.18% | 0.31% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.04% | 0.50% | 0.81% | Q4 2019 | Q2 2022 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2023 | 11 |
CX Institutional | 4 | 1 | 0.00% | 0.26% | 0.54% | Q2 2018 | Q2 2023 | 11 |
SIGNATUREFD, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2020 | 10 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.07% | 0.18% | Q4 2017 | Q1 2023 | 10 |
CURIAN CAPITAL LLC | 10 | 10 | 0.01% | 0.04% | 0.07% | Q3 2013 | Q4 2015 | 10 |
BARING ASSET MANAGEMENT Ltd | 7 | 3 | 0.04% | 0.12% | 0.25% | Q4 2014 | Q3 2017 | 10 |
Nuveen Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 10 |
Vontobel Swiss Wealth Advisors AG | 10 | 10 | 0.14% | 3.05% | 4.26% | Q1 2017 | Q2 2019 | 10 |
Smithfield Trust Co | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2016 | 10 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 10 |
CUMBERLAND ADVISORS INC | 4 | 1 | 0.43% | 1.12% | 2.68% | Q2 2013 | Q4 2021 | 10 |
MSI Financial Services Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 10 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q2 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
WESTPORT RESOURCES MANAGEMENT INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
BARINGS LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2020 | 9 |
NorthCoast Asset Management LLC | 5 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2021 | 9 |
GLENMEDE TRUST CO NA | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 9 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 9 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 9 | 9 | 1.65% | 2.36% | 2.74% | Q4 2014 | Q4 2016 | 9 |
Hexagon Capital Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Archford Capital Strategies, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2016 | 9 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 9 | 9 | 1.29% | 2.20% | 2.63% | Q4 2014 | Q4 2016 | 9 |
Castleview Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
WFG Advisors, LP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
US BANCORP \DE\ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2023 | 8 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
CWM, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 8 |
Virtus Investment Advisers, Inc. | 5 | 3 | 0.02% | 0.12% | 0.78% | Q2 2013 | Q3 2015 | 8 |
1st Global Advisors, Inc. | 7 | 7 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 7 |
Kalos Management, Inc. | 4 | 3 | 0.06% | 0.22% | 0.38% | Q4 2015 | Q4 2021 | 7 |
HARBOUR INVESTMENTS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2010 | 7 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2022 | 7 |
Richard C. Young & CO., LTD. | 6 | 1 | 0.30% | 3.76% | 4.67% | Q2 2013 | Q4 2018 | 7 |
GAM Holding AG | 6 | 1 | 0.08% | 0.10% | 0.13% | Q3 2013 | Q2 2015 | 7 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 7 |
Financial Enhancement Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Camelot Portfolios, LLC | 6 | 6 | 0.10% | 0.17% | 0.24% | Q3 2018 | Q4 2019 | 6 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.03% | 0.16% | 0.42% | Q1 2014 | Q2 2017 | 6 |
Main Management LLC | 6 | 6 | 0.00% | 0.08% | 0.23% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 6 | 6 | 0.50% | 0.76% | 0.91% | Q2 2013 | Q3 2014 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q1 2018 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 6 |
KING LUTHER CAPITAL MANAGEMENT CORP | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Brandywine Global Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Integrated Wealth Concepts LLC | 2 | 1 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q4 2022 | 6 |
Karp Capital Management Corp | 5 | 5 | 0.18% | 0.68% | 1.66% | Q4 2014 | Q4 2015 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Mandatum Life Insurance Co Ltd | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q2 2018 | 5 |
SEI INVESTMENTS CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 5 |
STUYVESANT CAPITAL MANAGEMENT | 5 | 5 | 1.18% | 1.38% | 1.55% | Q1 2017 | Q1 2018 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
PRIVATE TRUST CO NA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
NEW ENGLAND SECURITIES CORP /MA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
EXANE DERIVATIVES | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2017 | 5 |
Highstreet Asset Management Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 5 |
Geneos Wealth Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Biondo Investment Advisors, LLC | 5 | 5 | 0.30% | 0.42% | 0.50% | Q2 2013 | Q2 2014 | 5 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 5 |
XPONANCE, INC. | 3 | 2 | 0.14% | 1.54% | 3.23% | Q2 2014 | Q1 2018 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
New Vernon Capital Holdings II LLC | 3 | 1 | 0.39% | 0.66% | 1.04% | Q3 2020 | Q4 2022 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SPC Financial, Inc. | 5 | 5 | 0.86% | 2.14% | 2.67% | Q2 2013 | Q2 2014 | 5 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.04% | 0.07% | 0.12% | Q1 2014 | Q4 2014 | 4 |
Cutler Group LLC / CA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.06% | 0.09% | Q4 2013 | Q1 2022 | 4 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 4 |
Gateway Advisory, LLC | 4 | 4 | 0.80% | 0.97% | 1.13% | Q3 2013 | Q2 2014 | 4 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 4 |
Horizon Investments, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q1 2023 | 4 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
MayTech Global Investments, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Covestor Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
FORESTERS ASSET MANAGEMENT INC. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q1 2017 | 4 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 4 |
INNEALTA CAPITAL, LLC | 4 | 4 | 0.64% | 0.69% | 0.75% | Q2 2021 | Q1 2022 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.91% | 0.94% | 1.01% | Q2 2013 | Q1 2014 | 4 |
Main Management ETF Advisors, LLC | 4 | 4 | 0.28% | 0.36% | 0.42% | Q4 2022 | Q3 2023 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.01% | 0.08% | 0.22% | Q2 2021 | Q1 2022 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Glovista Investments LLC | 3 | 1 | 0.13% | 0.13% | 0.14% | Q3 2016 | Q3 2017 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 4 | 0.02% | 0.08% | 0.27% | Q2 2022 | Q1 2023 | 4 |
DAVENPORT & Co LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2014 | 3 |
CAPTRUST FINANCIAL ADVISORS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 3 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2022 | 3 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.10% | 0.15% | Q4 2013 | Q3 2023 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.18% | 0.29% | 0.38% | Q3 2018 | Q1 2021 | 3 |
Pinnacle Summer Investments, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
XL Group Investments Ltd | 3 | 3 | 0.68% | 0.69% | 0.70% | Q4 2016 | Q2 2017 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 3 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.07% | 0.14% | 0.18% | Q4 2015 | Q4 2017 | 3 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 3 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 3 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2010 | Q1 2012 | 3 |
MARVIN & PALMER ASSOCIATES INC | 2 | 1 | 0.73% | 1.03% | 1.31% | Q3 2017 | Q2 2021 | 3 |
Man Group plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
DOCK STREET ASSET MANAGEMENT INC | 3 | 3 | 1.15% | 1.22% | 1.35% | Q1 2015 | Q3 2015 | 3 |
First Allied Advisory Services, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 3 |
AlphaCentric Advisors LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HRT FINANCIAL LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 3 |
EHP Funds Inc. | 3 | 3 | 0.09% | 0.14% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Counsel Portfolio Services Inc. | 2 | 1 | 0.03% | 0.16% | 0.25% | Q2 2014 | Q2 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q3 2022 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Wealth Advisors, LLC | 3 | 3 | 1.08% | 1.14% | 1.18% | Q1 2022 | Q3 2022 | 3 |
DC Investments Management, LLC | 3 | 3 | 1.42% | 1.44% | 1.48% | Q4 2022 | Q2 2023 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
TRIANGLE PEAK PARTNERS, LP | 3 | 3 | 0.33% | 0.47% | 0.71% | Q4 2014 | Q2 2015 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.34% | 0.52% | 0.63% | Q4 2022 | Q2 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 3 |
Cambridge Investment Research Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.10% | 0.29% | Q4 2015 | Q1 2023 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Csenge Advisory Group | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Country Club Trust Company, n.a. | 3 | 3 | 0.16% | 0.19% | 0.22% | Q1 2014 | Q3 2014 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q4 2021 | 3 |
BAILARD, INC. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2015 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Wealthspire Advisors, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
JMAC ENTERPRISES LLC | 2 | 2 | 0.22% | 0.26% | 0.29% | Q4 2021 | Q1 2022 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.16% | 0.19% | 0.22% | Q4 2013 | Q2 2014 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q4 2015 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2013 | Q3 2013 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2013 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.24% | 0.26% | 0.28% | Q2 2021 | Q3 2021 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.68% | 0.73% | 0.79% | Q3 2015 | Q4 2015 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.26% | 0.51% | Q1 2018 | Q2 2018 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CCM INVESTMENT ADVISERS LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Shoker Investment Counsel, Inc. | 2 | 2 | 0.70% | 0.71% | 0.72% | Q4 2022 | Q1 2023 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
ACIMA PRIVATE WEALTH, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q4 2013 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
EWG Elevate Inc. | 1 | 1 | 1.36% | 1.68% | 2.00% | Q1 2020 | Q3 2020 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2015 | Q4 2015 | 2 |
Maryland Capital Management | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q2 2015 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Parallel Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 2 |
Gramercy Funds Management LLC | 2 | 2 | 0.06% | 0.24% | 0.43% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.57% | 0.59% | 0.61% | Q3 2015 | Q4 2015 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
VSR Financial Services, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q4 2017 | Q4 2021 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Concentrum Wealth Management | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2021 | Q3 2021 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 2 |
MML INVESTORS SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.84% | 0.99% | 1.15% | Q3 2013 | Q1 2014 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2020 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2013 | Q4 2013 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q1 2013 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Polianta Ltd | 1 | 1 | 7.53% | 7.53% | 7.53% | Q3 2021 | Q3 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bank of New York Mellon Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
Ifrah Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.32% | 1.32% | 1.32% | Q2 2021 | Q2 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2018 | Q1 2018 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Idaho Trust Bank | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2018 | Q1 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2023 | Q1 2023 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2021 | Q1 2021 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
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This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.