Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 92 |
Citadel Advisors | 22 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 68 |
Cutler Group LLC / CA | 16 | 2 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q3 2023 | 62 |
GOLDMAN SACHS GROUP INC | 38 | 4 | 0.00% | 0.01% | 0.11% | Q1 2012 | Q3 2022 | 57 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.02% | 0.27% | Q1 2014 | Q3 2023 | 55 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 50 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 50 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
HSBC HOLDINGS PLC | 33 | 11 | 0.00% | 0.00% | 0.01% | Q3 2012 | Q3 2023 | 44 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 16 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 37 |
CIBC WORLD MARKET INC. | 20 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 35 |
BlackRock Inc. | 27 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
National Pension Service | 26 | 3 | 0.09% | 0.28% | 0.52% | Q3 2014 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
LPL Financial LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 20 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2022 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 2 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2021 | 29 |
IFP Advisors, Inc | 15 | 14 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q1 2023 | 29 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 29 |
FMR LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.18% | 0.31% | 0.39% | Q3 2016 | Q3 2023 | 29 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 29 |
Global Endowment Management, LP | 18 | 11 | 0.04% | 0.17% | 0.35% | Q2 2014 | Q3 2023 | 29 |
SG Americas Securities, LLC | 20 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 25 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.26% | 0.42% | 0.48% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2019 | 26 |
OLD MISSION CAPITAL LLC | 7 | 1 | 0.03% | 0.43% | 1.76% | Q4 2014 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
ZACKS INVESTMENT MANAGEMENT | 11 | 2 | 0.01% | 0.04% | 0.14% | Q2 2014 | Q3 2023 | 26 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 25 |
Parallax Volatility Advisers, L.P. | 19 | 1 | 0.00% | 0.00% | 0.06% | Q4 2014 | Q3 2022 | 25 |
Water Oak Advisors LLC | 24 | 1 | 0.65% | 3.49% | 9.78% | Q2 2014 | Q3 2020 | 25 |
JAMES INVESTMENT RESEARCH INC | 21 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 24 |
Transamerica Financial Advisors, Inc. | 20 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q2 2022 | 23 |
PROVIDA PENSION FUND ADMINISTRATOR | 11 | 4 | 0.02% | 1.09% | 6.42% | Q1 2015 | Q1 2022 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 23 |
Brinker Capital Investments, LLC | 20 | 3 | 0.00% | 0.13% | 0.28% | Q1 2014 | Q2 2020 | 23 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 23 |
Psagot Value Holdings Ltd. | 19 | 3 | 0.00% | 0.53% | 1.22% | Q4 2013 | Q2 2021 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 22 |
AGF INVESTMENTS INC. | 18 | 4 | 0.05% | 0.09% | 0.28% | Q2 2013 | Q1 2021 | 22 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.02% | 0.64% | 3.42% | Q3 2014 | Q3 2023 | 21 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.06% | 0.38% | Q3 2014 | Q1 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Fisher Asset Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Zurich Insurance Group Ltd/FI | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 20 |
AMG National Trust Bank | 12 | 8 | 0.03% | 0.22% | 0.48% | Q1 2015 | Q4 2020 | 20 |
Spot Trading L.L.C | 4 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2016 | 20 |
CREDIT SUISSE AG/ | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Mount Lucas Management LP | 6 | 1 | 0.03% | 0.41% | 0.90% | Q2 2014 | Q3 2023 | 18 |
NOMURA HOLDINGS INC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q1 2017 | 18 |
SHAYNE & JACOBS, LLC | 18 | 18 | 0.15% | 0.31% | 0.43% | 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 | 0.10% | 0.12% | 0.18% | Q4 2017 | Q4 2021 | 17 |
PICTON MAHONEY ASSET MANAGEMENT | 13 | 2 | 0.00% | 0.02% | 0.15% | Q4 2014 | Q1 2021 | 17 |
Main Management LLC | 8 | 8 | 0.21% | 0.46% | 0.72% | Q2 2016 | Q3 2022 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
EXANE DERIVATIVES | 16 | 16 | 0.00% | 0.22% | 0.60% | Q4 2014 | Q3 2018 | 16 |
PRUDENTIAL FINANCIAL INC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2022 | 16 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.13% | 0.51% | Q4 2013 | Q1 2023 | 16 |
Kalos Management, Inc. | 13 | 3 | 0.06% | 0.19% | 0.40% | Q4 2016 | Q4 2021 | 16 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 15 |
STUYVESANT CAPITAL MANAGEMENT | 15 | 15 | 0.49% | 0.67% | 0.82% | Q1 2015 | Q3 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BARCLAYS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2021 | 15 |
BLAIR WILLIAM & CO/IL | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BW Gestao de Investimentos Ltda. | 14 | 14 | 0.29% | 1.96% | 4.23% | Q4 2013 | Q1 2017 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2021 | 14 |
ROTHSCHILD INVESTMENT LLC /IL | 14 | 14 | 0.04% | 0.11% | 0.18% | Q3 2013 | Q4 2016 | 14 |
XPONANCE, INC. | 5 | 2 | 0.15% | 1.97% | 4.07% | Q4 2013 | Q3 2019 | 14 |
BANK OF NOVA SCOTIA | 8 | 1 | 0.00% | 0.31% | 0.78% | Q1 2014 | Q2 2023 | 14 |
Gemmer Asset Management LLC | 14 | 14 | 0.00% | 0.17% | 0.64% | Q1 2014 | Q2 2017 | 14 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 14 |
GAM Holding AG | 14 | 14 | 0.02% | 0.03% | 0.08% | Q1 2014 | Q2 2017 | 14 |
RAYMOND JAMES & ASSOCIATES | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2023 | 13 |
MSI Financial Services Inc | 12 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q4 2016 | 13 |
Bellecapital International Ltd. | 13 | 13 | 0.22% | 6.85% | 10.71% | Q4 2013 | Q4 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.03% | 0.12% | Q3 2014 | Q3 2017 | 13 |
Mirae Asset Global Investments Co., Ltd. | 8 | 1 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q4 2019 | 12 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 12 | 12 | 1.28% | 2.05% | 3.12% | Q1 2015 | Q4 2017 | 12 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 12 | 1.30% | 2.17% | 3.21% | Q1 2015 | Q4 2017 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 12 |
Itau Unibanco Holding S.A. | 8 | 4 | 0.01% | 0.08% | 0.32% | Q3 2016 | Q4 2019 | 12 |
Patten Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2018 | 12 |
Renaissance Investment Group LLC | 12 | 12 | 0.12% | 0.51% | 0.78% | Q3 2015 | Q2 2018 | 12 |
TSFG, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2022 | 12 |
ASSETMARK, INC | 7 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 12 |
AFAM CAPITAL, INC. | 8 | 3 | 0.19% | 0.47% | 0.78% | Q2 2015 | Q1 2018 | 11 |
SUNTRUST BANKS INC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 11 |
US BANCORP \DE\ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 11 |
Accuvest Global Advisors | 5 | 1 | 0.15% | 1.19% | 2.43% | Q2 2014 | Q3 2023 | 11 |
Marks Group Wealth Management, Inc | 11 | 11 | 0.04% | 0.45% | 0.73% | Q4 2019 | Q2 2022 | 11 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.04% | 0.21% | Q2 2014 | Q2 2017 | 11 |
Rathbones Group PLC | 11 | 11 | 0.24% | 0.33% | 0.45% | Q2 2013 | Q4 2015 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2019 | 11 |
Camelot Portfolios, LLC | 11 | 11 | 0.11% | 0.22% | 0.26% | Q4 2017 | Q2 2020 | 11 |
Compagnie Lombard Odier SCmA | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Whitcomb & Hess, Inc. | 10 | 10 | 2.29% | 2.51% | 2.78% | Q2 2021 | Q3 2023 | 10 |
ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.00% | 0.30% | 0.74% | Q1 2018 | Q2 2020 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 10 |
MYCIO WEALTH PARTNERS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 10 |
GUGGENHEIM CAPITAL LLC | 9 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q4 2016 | 10 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 10 |
Concert Wealth Management Inc. | 8 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q3 2016 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 9 |
Steward Partners Investment Advisory, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 9 |
STIFEL FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2013 | 9 |
PRUDENTIAL PLC | 5 | 1 | 0.01% | 0.21% | 0.40% | Q2 2013 | Q4 2021 | 9 |
Apriem Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2018 | 9 |
CX Institutional | 5 | 1 | 0.00% | 0.45% | 0.81% | Q2 2018 | Q3 2023 | 9 |
BREWIN DOLPHIN LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 9 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.13% | 0.46% | Q1 2014 | Q4 2021 | 9 |
Tradewinds Capital Management, LLC | 4 | 2 | 0.00% | 1.83% | 8.88% | Q4 2017 | Q3 2023 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.00% | 0.42% | 3.77% | Q3 2012 | Q3 2014 | 9 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.19% | 0.34% | Q2 2014 | Q3 2018 | 8 |
BARINGS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
PT ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q2 2015 | 8 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q4 2017 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 8 | 0.04% | 0.43% | 0.99% | Q1 2014 | Q4 2015 | 8 |
Realta Investment Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
Polianta Ltd | 3 | 2 | 3.14% | 5.67% | 7.73% | Q4 2016 | Q2 2019 | 8 |
Sepio Capital, LP | 3 | 1 | 0.02% | 0.23% | 0.41% | Q1 2019 | Q3 2023 | 8 |
WFG Advisors, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 8 |
Vontobel Swiss Wealth Advisors AG | 6 | 2 | 0.15% | 2.51% | 4.07% | Q4 2014 | Q4 2016 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HighTower Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 8 |
Janney Capital Management LLC | 8 | 8 | 0.04% | 0.18% | 0.37% | Q2 2013 | Q1 2015 | 8 |
Orion Portfolio Solutions, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Mariner, LLC | 4 | 4 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q3 2018 | 8 |
BCWM, LLC | 4 | 3 | 0.88% | 1.13% | 1.52% | Q2 2013 | Q3 2021 | 7 |
DRW Securities, LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q1 2021 | 7 |
NATIONAL BANK OF CANADA /FI/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
Bank Pictet & Cie (Europe) AG | 4 | 1 | 0.06% | 0.11% | 0.13% | Q4 2013 | Q4 2019 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2016 | 7 |
Virtus Investment Advisers, Inc. | 4 | 3 | 0.02% | 0.16% | 0.34% | Q3 2013 | Q4 2017 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 7 |
D.A. DAVIDSON & CO. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2018 | 7 |
BHF Kleinwort Benson Group S.A. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q2 2015 | 6 |
Allianz Asset Management GmbH | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2017 | 6 |
Glovista Investments LLC | 4 | 1 | 0.13% | 0.45% | 1.31% | Q1 2014 | Q2 2017 | 6 |
Squarepoint Ops LLC | 2 | 1 | 0.01% | 0.04% | 0.15% | Q1 2018 | Q4 2021 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
ACIMA PRIVATE WEALTH, LLC | 6 | 6 | 0.06% | 0.28% | 0.43% | Q4 2018 | Q1 2020 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2014 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 6 | 0.00% | 1.06% | 2.67% | Q1 2017 | Q2 2018 | 6 |
Commonwealth Equity Services, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
Hudson Bay Capital Management LP | 6 | 6 | 0.11% | 0.13% | 0.16% | Q1 2018 | Q2 2019 | 6 |
Taikang Asset Management (Hong Kong) Co Ltd | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.08% | 0.22% | 0.56% | Q1 2014 | Q3 2023 | 6 |
JANUS HENDERSON GROUP PLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 6 |
Gateway Advisory, LLC | 6 | 6 | 1.27% | 1.65% | 1.86% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.24% | 0.58% | 0.89% | Q1 2014 | Q2 2015 | 6 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 6 |
Waverly Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 6 | 0.00% | 0.03% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2014 | 6 |
First Horizon Advisors, Inc. | 4 | 2 | 0.00% | 0.13% | 0.36% | Q1 2014 | Q3 2021 | 6 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 6 | 1.76% | 6.07% | 8.67% | Q4 2012 | Q1 2014 | 6 |
Maryland Capital Management | 5 | 5 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q4 2014 | 5 |
Weatherstone Capital Management | 3 | 1 | 0.11% | 0.42% | 0.65% | Q4 2013 | Q4 2015 | 5 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q4 2014 | 5 |
MUFG Americas Holdings Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2013 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.08% | 0.24% | Q1 2016 | Q4 2021 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Arrow Investment Advisors, LLC | 3 | 2 | 1.22% | 1.82% | 2.60% | Q1 2014 | Q3 2017 | 5 |
Wolf Group Capital Advisors | 5 | 5 | 0.60% | 0.86% | 0.98% | Q3 2017 | Q3 2018 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Highstreet Asset Management Inc. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 5 |
Shamrock Asset Management LLC | 3 | 2 | 0.01% | 0.28% | 1.36% | Q3 2014 | Q4 2015 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 3 | 2 | 0.13% | 0.22% | 0.31% | Q4 2013 | Q3 2016 | 5 |
SIGNATUREFD, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 5 |
Horizon Investments, LLC | 3 | 2 | 0.00% | 0.51% | 2.51% | Q2 2014 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
BANK PICTET & CIE (ASIA) LTD | 2 | 1 | 0.13% | 0.72% | 1.59% | Q4 2013 | Q1 2017 | 5 |
IPG Investment Advisors LLC | 5 | 5 | 0.10% | 0.25% | 0.40% | Q4 2014 | Q4 2015 | 5 |
GFS Advisors, LLC | 4 | 1 | 0.05% | 0.09% | 0.12% | Q4 2016 | Q3 2018 | 5 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
B. Riley Wealth Management, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Ionic Capital Management LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q1 2017 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Pinnacle Advisory Group, Inc. | 4 | 4 | 0.05% | 0.57% | 2.11% | Q1 2014 | Q4 2014 | 4 |
SPC Financial, Inc. | 4 | 4 | 0.12% | 1.08% | 1.71% | Q1 2014 | Q4 2014 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.63% | 1.02% | 1.27% | Q3 2013 | Q2 2014 | 4 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q1 2017 | 4 |
Prospera Financial Services Inc | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q4 2014 | 4 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.01% | 0.06% | 0.08% | Q4 2013 | Q4 2015 | 4 |
CAXTON ASSOCIATES LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2016 | 4 |
Regal Investment Advisors LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2014 | Q2 2022 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 1.78% | 1.83% | 1.94% | Q4 2013 | Q3 2014 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 4 |
Orbitronix, LP | 3 | 1 | 0.12% | 0.79% | 1.12% | Q2 2013 | Q4 2014 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2013 | Q3 2014 | 4 |
Biondo Investment Advisors, LLC | 4 | 4 | 0.44% | 0.47% | 0.48% | Q1 2014 | Q4 2014 | 4 |
Progeny 3, Inc. | 4 | 4 | 0.30% | 0.31% | 0.34% | Q2 2017 | Q1 2018 | 4 |
Cambria Investment Management, L.P. | 3 | 1 | 0.07% | 0.20% | 0.29% | Q2 2015 | Q1 2017 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ifrah Financial Services, Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
STERNE AGEE GROUP, INC. | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2014 | Q4 2014 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 4 | 0.05% | 0.25% | 0.67% | Q2 2017 | Q1 2018 | 4 |
HAYS ADVISORY LLC | 3 | 1 | 0.03% | 0.78% | 1.07% | Q1 2014 | Q1 2018 | 4 |
BEACON TRUST CO | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q3 2014 | 4 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q4 2015 | 4 |
OPTIMUM INVESTMENT ADVISORS | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2014 | 4 |
Dorsey Wright & Associates | 4 | 4 | 0.16% | 1.26% | 1.74% | Q1 2014 | Q4 2014 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.17% | 0.62% | 1.82% | Q2 2014 | Q3 2023 | 4 |
Janney Montgomery Scott LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
WESPAC Advisors, LLC | 4 | 4 | 0.25% | 1.77% | 2.40% | Q1 2014 | Q4 2014 | 4 |
RiverFront Investment Group, LLC | 4 | 4 | 0.52% | 0.72% | 1.01% | Q1 2014 | Q4 2014 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2021 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.03% | 0.38% | 0.66% | Q1 2014 | Q2 2015 | 4 |
Ayalon Insurance Comp Ltd. | 4 | 4 | 3.71% | 4.06% | 4.40% | Q1 2015 | Q4 2015 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2015 | Q3 2016 | 4 |
MML INVESTORS SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
BRINKER CAPITAL INC | 3 | 1 | 0.08% | 0.15% | 0.20% | Q4 2013 | Q4 2014 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2020 | 4 |
Sigma Planning Corp | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2020 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
INNEALTA CAPITAL, LLC | 2 | 2 | 0.58% | 0.80% | 1.24% | Q4 2018 | Q2 2020 | 4 |
Intercontinental Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.59% | 0.61% | 0.65% | Q1 2015 | Q3 2015 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2015 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q3 2022 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.09% | 3.44% | 5.68% | Q4 2013 | Q2 2014 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.02% | 0.09% | 0.15% | Q3 2014 | Q3 2021 | 3 |
FIFTH THIRD BANCORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WEXFORD CAPITAL LP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q2 2017 | Q3 2018 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Verition Fund Management LLC | 2 | 1 | 0.04% | 0.13% | 0.30% | Q3 2014 | Q2 2016 | 3 |
Cerity Partners LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 3 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2019 | 3 |
HUSSMAN STRATEGIC ADVISORS, INC. | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2014 | Q3 2014 | 3 |
1st Global Advisors, Inc. | 3 | 3 | 0.06% | 0.13% | 0.17% | Q2 2016 | Q4 2016 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2014 | Q3 2014 | 3 |
State of New Jersey Common Pension Fund D | 3 | 3 | 0.03% | 0.10% | 0.14% | Q2 2015 | Q4 2015 | 3 |
HWG Holdings LP | 3 | 3 | 3.84% | 4.06% | 4.40% | Q1 2017 | Q3 2017 | 3 |
ING GROEP NV | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q4 2014 | 3 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 3 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 3 |
Manifold Partners, LLC | 3 | 3 | 1.56% | 1.73% | 1.94% | Q1 2015 | Q3 2015 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q2 2013 | Q4 2013 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 3 |
Robinson Value Management, Ltd. | 3 | 3 | 0.30% | 0.31% | 0.32% | Q3 2017 | Q1 2018 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Gramercy Funds Management LLC | 3 | 3 | 0.07% | 2.11% | 3.62% | Q2 2013 | Q4 2013 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 3 |
Wunderlich Capital Managemnt | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q4 2017 | 3 |
Walleye Trading LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 3 |
Columbus Macro, LLC | 2 | 1 | 0.13% | 0.22% | 0.35% | Q2 2018 | Q1 2020 | 3 |
AlphaCentric Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2014 | Q3 2014 | 3 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.57% | 0.59% | 0.61% | Q4 2021 | Q1 2022 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q1 2015 | 2 |
Black Maple Capital Management LP | 2 | 2 | 0.77% | 0.86% | 0.96% | Q2 2021 | Q3 2021 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.21% | 0.41% | Q3 2014 | Q3 2015 | 2 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 1.38% | 1.45% | 1.52% | Q1 2014 | Q2 2014 | 2 |
Atria Investments, Inc | 1 | 1 | 0.09% | 0.12% | 0.15% | Q3 2013 | Q1 2014 | 2 |
Bank of New York Mellon Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q3 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.27% | 0.40% | 0.53% | Q2 2014 | Q3 2014 | 2 |
TBP Investments Management, LLC | 2 | 2 | 0.37% | 0.58% | 0.80% | Q1 2015 | Q2 2015 | 2 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q4 2013 | Q1 2014 | 2 |
Sage Advisory Services, Ltd.Co. | 2 | 2 | 2.14% | 2.67% | 3.20% | Q2 2021 | Q3 2021 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q3 2017 | 2 |
Hefty Wealth Partners | 1 | 1 | 0.54% | 0.59% | 0.64% | Q1 2017 | Q4 2017 | 2 |
Laffer Tengler Investments, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q3 2021 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
TRUST CO OF OKLAHOMA | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2014 | Q3 2014 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 2 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 2 |
NATIXIS | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2014 | 2 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2021 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.20% | 0.23% | 0.26% | Q4 2016 | Q4 2020 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q2 2014 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q2 2019 | 2 |
Truadvice, LLC | 2 | 2 | 0.40% | 0.50% | 0.60% | Q1 2023 | Q2 2023 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.25% | 0.27% | 0.30% | Q4 2017 | Q2 2018 | 2 |
Orca Investment Management, LLC | 2 | 2 | 1.18% | 1.26% | 1.33% | Q1 2014 | Q2 2014 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q4 2017 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q1 2014 | 2 |
EWG Elevate Inc. | 1 | 1 | 1.44% | 1.53% | 1.62% | Q4 2020 | Q2 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2014 | Q3 2014 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
SWS Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q1 2010 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Friedenthal Financial | 1 | 1 | 6.19% | 6.19% | 6.19% | Q2 2014 | Q2 2014 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2014 | Q1 2014 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2017 | Q2 2017 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2015 | Q1 2015 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2021 | Q1 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2014 | Q4 2014 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BBT Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
American Trust | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Florin Court Capital LLP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2017 | Q1 2017 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.12% | 2.12% | 2.12% | Q3 2013 | Q3 2013 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2013 | Q4 2013 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2014 | Q2 2014 | 1 |
StoneX Group Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CABANA LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rampart Investment Management Company, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2015 | Q2 2015 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.