Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
WELLS FARGO & COMPANY/MN | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
MORGAN STANLEY | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
BANK OF AMERICA CORP /DE/ | 45 | 45 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2024 | 45 |
ROYAL BANK OF CANADA | 45 | 45 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 45 |
Bank of New York Mellon Corp | 44 | 44 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 44 |
State of Tennessee, Department of Treasury | 44 | 44 | 0.09% | 0.18% | 0.26% | Q3 2013 | Q2 2024 | 44 |
UBS Group AG | 39 | 39 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2024 | 39 |
JPMORGAN CHASE & CO | 23 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 38 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q2 2024 | 36 |
JAMES INVESTMENT RESEARCH, INC. | 34 | 34 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2021 | 34 |
GOLDMAN SACHS GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2023 | 33 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2024 | 31 |
LPL Financial LLC | 23 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2024 | 31 |
EXANE DERIVATIVES | 25 | 5 | 0.00% | 0.35% | 2.15% | Q4 2014 | Q2 2022 | 30 |
BlackRock Finance, Inc. | 30 | 30 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2024 | 30 |
BANQUE PICTET & CIE SA | 29 | 29 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q2 2024 | 29 |
IFP Advisors, Inc | 14 | 6 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2023 | 28 |
Global Retirement Partners, LLC | 20 | 2 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q2 2024 | 28 |
Glovista Investments LLC | 9 | 1 | 0.18% | 1.55% | 6.84% | Q3 2013 | Q4 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2024 | 27 |
Dai-ichi Life Insurance Company, Ltd | 27 | 27 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 27 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.17% | 0.80% | Q4 2014 | Q2 2024 | 27 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2024 | 26 |
CREDIT SUISSE AG/ | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 26 |
Lumbard & Kellner, LLC | 25 | 25 | 1.49% | 2.37% | 3.53% | Q4 2013 | Q4 2019 | 25 |
AXA S.A. | 13 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 25 |
Geneos Wealth Management Inc. | 16 | 9 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 25 |
CITIGROUP INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 24 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2024 | 24 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 14 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 23 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.16% | 0.60% | Q2 2013 | Q2 2024 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
ZACKS INVESTMENT MANAGEMENT | 19 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2020 | 22 |
Citadel Advisors | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2024 | 22 |
Korea Investment CORP | 15 | 6 | 0.00% | 0.01% | 0.08% | Q1 2016 | Q2 2024 | 21 |
AMG National Trust Bank | 13 | 1 | 0.04% | 0.22% | 0.38% | Q3 2013 | Q4 2022 | 21 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 3 | 0.04% | 0.17% | 0.85% | Q4 2013 | Q1 2019 | 21 |
Mount Lucas Management LP | 6 | 1 | 0.04% | 0.42% | 1.04% | Q3 2013 | Q2 2024 | 21 |
SHAYNE & JACOBS, LLC | 21 | 21 | 0.07% | 0.20% | 0.41% | Q2 2019 | Q2 2024 | 21 |
BANK OF MONTREAL /CAN/ | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2024 | 20 |
Accuvest Global Advisors | 5 | 1 | 0.02% | 0.92% | 2.24% | Q1 2017 | Q1 2024 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 4 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q2 2024 | 20 |
BARCLAYS PLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2024 | 20 |
PRUDENTIAL FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2024 | 20 |
Equitable Holdings, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2024 | 19 |
Parallax Volatility Advisers, L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2019 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2021 | 18 |
OSAIC HOLDINGS, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2024 | 18 |
Texas Yale Capital Corp. | 10 | 7 | 0.02% | 0.09% | 0.22% | Q4 2013 | Q3 2019 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Lattice Strategies LLC | 8 | 1 | 0.21% | 0.43% | 0.94% | Q4 2013 | Q1 2019 | 16 |
Brandywine Global Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 16 |
Creative Planning | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 16 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.05% | Q4 2017 | Q2 2024 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BLAIR WILLIAM & CO/IL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Compagnie Lombard Odier SCmA | 8 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 15 |
Hexavest Inc. | 14 | 1 | 0.00% | 0.10% | 0.24% | Q4 2014 | Q4 2018 | 15 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.00% | 0.11% | 0.26% | Q3 2016 | Q4 2022 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 14 |
4Thought Financial Group Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2024 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2024 | 13 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2024 | 13 |
6 Meridian | 13 | 13 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2020 | 13 |
NORTHERN TRUST CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
Stelac Advisory Services LLC | 12 | 1 | 0.04% | 0.19% | 0.32% | Q4 2012 | Q2 2016 | 13 |
US BANCORP \DE\ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2024 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 13 |
Mirae Asset Global Investments Co., Ltd. | 5 | 3 | 0.01% | 0.05% | 0.15% | Q3 2015 | Q2 2020 | 13 |
MSI Financial Services Inc | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2024 | 12 |
DRW Securities, LLC | 7 | 1 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q4 2023 | 12 |
Camelot Portfolios, LLC | 11 | 1 | 0.12% | 0.20% | 0.27% | Q4 2017 | Q4 2020 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2024 | 12 |
FMR LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2024 | 11 |
Jacobi Capital Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2020 | 11 |
Psagot Value Holdings Ltd. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2017 | 11 |
KANALY TRUST CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Main Management LLC | 7 | 1 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q2 2024 | 11 |
PANAGORA ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
CWM, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2024 | 11 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.13% | 0.41% | Q2 2013 | Q1 2018 | 11 |
Raymond James Financial Services Advisors, Inc. | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q2 2024 | 11 |
TSFG, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 11 |
Hexagon Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2024 | 10 |
Intercontinental Wealth Advisors, LLC | 10 | 10 | 0.09% | 0.29% | 0.49% | Q1 2018 | Q2 2020 | 10 |
VSR Financial Services, Inc. | 10 | 10 | 0.03% | 0.05% | 0.12% | Q4 2013 | Q1 2016 | 10 |
Highstreet Asset Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Ballew Advisors, Inc | 8 | 2 | 0.18% | 0.24% | 0.30% | Q4 2017 | Q2 2020 | 10 |
AlphaCentric Advisors LLC | 6 | 4 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q2 2024 | 10 |
Astor Investment Management LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q1 2022 | 10 |
Marks Group Wealth Management, Inc | 10 | 10 | 0.04% | 0.30% | 0.57% | Q4 2019 | Q1 2022 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2023 | 9 |
D'Orazio & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Blue Trust, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2024 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
Wealthcare Advisory Partners LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Sepio Capital, LP | 3 | 1 | 0.10% | 0.23% | 0.33% | Q1 2019 | Q2 2024 | 9 |
HighTower Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.03% | Q1 2016 | Q1 2018 | 9 |
Kalos Management, Inc. | 9 | 9 | 0.25% | 0.42% | 0.60% | Q2 2016 | Q2 2018 | 9 |
Rock Creek Group, LP | 6 | 2 | 0.00% | 1.24% | 4.42% | Q4 2013 | Q2 2024 | 8 |
Ninety One UK Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 8 |
CURIAN CAPITAL LLC | 6 | 2 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2015 | 8 |
Legal & General Group Plc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 8 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Empirical Finance, LLC | 8 | 8 | 0.33% | 0.40% | 0.48% | Q2 2017 | Q1 2019 | 8 |
ClariVest Asset Management LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 8 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.15% | 0.45% | Q4 2017 | Q2 2024 | 8 |
GFS Advisors, LLC | 7 | 7 | 0.07% | 0.14% | 0.23% | Q4 2022 | Q2 2024 | 7 |
Parkwood LLC | 6 | 1 | 0.57% | 0.97% | 1.15% | Q3 2016 | Q2 2018 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 7 |
AMP Capital Investors Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Main Management ETF Advisors, LLC | 7 | 7 | 0.21% | 0.31% | 0.53% | Q4 2022 | Q2 2024 | 7 |
XPONANCE, INC. | 7 | 7 | 0.27% | 0.43% | 0.61% | Q1 2018 | Q3 2019 | 7 |
INNEALTA CAPITAL, LLC | 7 | 7 | 0.50% | 1.60% | 2.98% | Q4 2018 | Q2 2020 | 7 |
AMERIPRISE FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 7 |
DC Investments Management, LLC | 7 | 7 | 1.07% | 1.52% | 1.74% | Q4 2022 | Q2 2024 | 7 |
DEUTSCHE BANK AG\ | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 7 |
MUFG Americas Holdings Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2014 | 7 |
AFAM CAPITAL, INC. | 7 | 7 | 0.07% | 0.46% | 1.03% | Q4 2016 | Q2 2018 | 7 |
FACTORY MUTUAL INSURANCE CO | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2015 | 7 |
RONALD BLUE & CO LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Ashmore Group plc | 4 | 2 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q2 2015 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.02% | 0.08% | 0.38% | Q1 2018 | Q2 2019 | 6 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.06% | 0.07% | 0.10% | Q3 2019 | Q2 2021 | 6 |
Squarepoint Ops LLC | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q1 2019 | 6 |
Brinker Capital Investments, LLC | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q2 2018 | 6 |
COMMUNITY FINANCIAL SYSTEM, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
COLONY GROUP LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2017 | 6 |
Private Advisory Group LLC | 4 | 2 | 0.09% | 0.16% | 0.23% | Q1 2017 | Q4 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2024 | 6 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 5 | 5 | 0.08% | 0.14% | 0.16% | Q4 2013 | Q4 2014 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.12% | 0.37% | 1.04% | Q2 2013 | Q3 2017 | 5 |
New Vernon Capital Holdings II LLC | 5 | 5 | 2.95% | 4.63% | 5.90% | Q1 2017 | Q1 2018 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.01% | 0.09% | 0.19% | Q2 2017 | Q3 2018 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2024 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
State of New Jersey Common Pension Fund D | 3 | 2 | 0.02% | 0.05% | 0.14% | Q1 2014 | Q3 2015 | 5 |
RHUMBLINE ADVISERS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q2 2024 | 5 |
RAYMOND JAMES & ASSOCIATES | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 5 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q1 2017 | 5 |
Elite Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2013 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2021 | 5 |
American Portfolios Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 5 |
Shamrock Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2024 | 4 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q1 2018 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2016 | 4 |
LifePlan Financial Group, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Banco BTG Pactual S.A. | 3 | 1 | 0.04% | 0.05% | 0.08% | Q1 2023 | Q1 2024 | 4 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2024 | 4 |
COMERICA BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q2 2024 | 4 |
DAVENPORT & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2024 | 4 |
BCWM, LLC | 4 | 4 | 0.90% | 1.04% | 1.18% | Q1 2023 | Q4 2023 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 4 |
SIMPLEX TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Arrow Investment Advisors, LLC | 3 | 1 | 0.08% | 0.49% | 0.73% | Q4 2017 | Q2 2024 | 4 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2017 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.01% | 0.08% | 0.14% | Q1 2017 | Q4 2017 | 4 |
Weatherstone Capital Management | 4 | 4 | 0.15% | 0.16% | 0.18% | Q2 2017 | Q1 2018 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2024 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q4 2023 | 4 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2013 | Q4 2017 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.04% | 0.14% | 0.19% | Q1 2018 | Q2 2024 | 3 |
NATIXIS ADVISORS, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q2 2014 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2019 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q4 2023 | Q2 2024 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 1.78% | 2.11% | 2.65% | Q4 2023 | Q2 2024 | 3 |
Csenge Advisory Group | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2017 | Q1 2018 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 3 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q2 2024 | 3 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2014 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.66% | 0.74% | 0.78% | Q4 2013 | Q2 2014 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
Financial & Tax Architects, LLC | 1 | 1 | 0.19% | 0.30% | 0.40% | Q2 2023 | Q2 2024 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.17% | 0.19% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Hilltop Holdings Inc. | 1 | 1 | 0.13% | 0.29% | 0.42% | Q2 2021 | Q1 2024 | 3 |
Smithfield Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Advisory Services Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
PRIVATE TRUST CO NA | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q2 2024 | 3 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.01% | 0.29% | 0.57% | Q1 2014 | Q2 2016 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.33% | 0.33% | 0.33% | Q2 2014 | Q3 2014 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Nilsine Partners, LLC | 2 | 2 | 0.26% | 0.27% | 0.27% | Q1 2024 | Q2 2024 | 2 |
FIFTH THIRD BANCORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Biondo Investment Advisors, LLC | 2 | 2 | 0.76% | 0.77% | 0.78% | Q4 2017 | Q1 2018 | 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% | Q2 2014 | Q3 2014 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.29% | 0.30% | 0.31% | Q1 2024 | Q2 2024 | 2 |
Cyndeo Wealth Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q1 2024 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2014 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Fusion Investment Group, LLC | 2 | 2 | 0.92% | 0.95% | 0.98% | Q3 2015 | Q4 2015 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Carnegie Investment Counsel | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q2 2024 | 2 |
MARSHALL WACE, LLP | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
ALLIANCEBERNSTEIN L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 2 |
SCOTIA CAPITAL INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUMMIT SECURITIES GROUP LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q1 2017 | 2 |
CUMBERLAND ADVISORS INC | 1 | 1 | 0.40% | 0.84% | 1.28% | Q4 2013 | Q3 2018 | 2 |
Robertson Stephens Wealth Management, LLC | 2 | 2 | 0.33% | 0.40% | 0.47% | Q1 2023 | Q2 2023 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Invesco Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q2 2024 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Janney Montgomery Scott LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Waycross Investment Management Co | 2 | 2 | 0.29% | 0.70% | 1.11% | Q1 2024 | Q2 2024 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2015 | Q1 2015 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2021 | Q4 2021 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2012 | 1 |
Advance Emerging Capital Ltd | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2015 | Q3 2015 | 1 |
Northwest Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
McGlone Suttner Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HAYS ADVISORY LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2024 | Q1 2024 | 1 |
Man Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SIGNATUREFD, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PRINCIPAL SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
BESSEMER GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AVIVA PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Abich Financial Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2024 | Q2 2024 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2020 | Q2 2020 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2015 | Q1 2015 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Trek Financial, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2024 | Q1 2024 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Ayalon Insurance Comp Ltd. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2015 | Q1 2015 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TD ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Concurrent Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2023 | Q4 2023 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2024 | Q2 2024 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2024 | Q2 2024 | 1 |
Advisor Resource Council | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2024 | Q1 2024 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.