Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 105 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.29% | Q4 2015 | Q3 2023 | 80 |
Citadel Advisors | 34 | 34 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 79 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.04% | 0.39% | Q2 2014 | Q3 2023 | 71 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.05% | Q2 2016 | Q3 2023 | 66 |
GOLDMAN SACHS GROUP INC | 34 | 1 | 0.00% | 0.01% | 0.07% | Q2 2012 | Q3 2023 | 62 |
HSBC HOLDINGS PLC | 38 | 38 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q2 2023 | 48 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 47 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
BARCLAYS PLC | 35 | 4 | 0.00% | 0.02% | 0.27% | Q4 2013 | Q3 2023 | 43 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Glovista Investments LLC | 33 | 8 | 0.06% | 10.65% | 23.70% | Q2 2013 | Q3 2023 | 41 |
CREDIT SUISSE AG/ | 22 | 1 | 0.00% | 0.02% | 0.13% | Q1 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 30 | 7 | 0.01% | 0.19% | 0.53% | Q4 2013 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 28 | 8 | 0.01% | 0.08% | 0.23% | Q3 2014 | Q3 2023 | 36 |
BlackRock Inc. | 23 | 2 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q3 2023 | 35 |
AGF INVESTMENTS INC. | 35 | 35 | 0.02% | 0.58% | 1.08% | Q2 2013 | Q4 2021 | 35 |
Accuvest Global Advisors | 24 | 1 | 0.21% | 4.03% | 9.08% | Q2 2013 | Q1 2023 | 35 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
LPL Financial LLC | 26 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 25 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 32 |
PRUDENTIAL FINANCIAL INC | 23 | 9 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
FMR LLC | 32 | 32 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
SG Americas Securities, LLC | 17 | 1 | 0.00% | 0.04% | 0.24% | Q4 2013 | Q3 2023 | 31 |
US BANCORP \DE\ | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 26 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q1 2023 | 30 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 29 |
Compagnie Lombard Odier SCmA | 12 | 2 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 2 | 0.00% | 0.07% | 0.38% | Q4 2015 | Q3 2023 | 29 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 6 | 0.01% | 1.10% | 14.59% | Q2 2015 | Q4 2022 | 29 |
Alpha Cubed Investments, LLC | 28 | 28 | 0.02% | 0.07% | 0.12% | Q1 2015 | Q4 2021 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 20 | 8 | 0.00% | 0.11% | 0.33% | Q2 2015 | Q3 2023 | 28 |
IndexIQ Advisors LLC | 28 | 28 | 0.02% | 0.39% | 0.84% | Q1 2015 | Q4 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
DEUTSCHE BANK AG\ | 22 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q2 2023 | 27 |
STIFEL FINANCIAL CORP | 25 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
STRS OHIO | 20 | 6 | 0.02% | 0.07% | 0.18% | Q1 2016 | Q3 2023 | 26 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 26 |
CIBC Asset Management Inc | 14 | 1 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Richard Bernstein Advisors LLC | 25 | 25 | 1.37% | 4.71% | 8.50% | Q3 2017 | Q3 2023 | 25 |
FLOW TRADERS U.S. LLC | 13 | 1 | 0.01% | 1.05% | 3.48% | Q2 2013 | Q2 2023 | 25 |
GAM Holding AG | 25 | 25 | 0.00% | 0.07% | 0.15% | Q4 2013 | Q4 2019 | 25 |
Creative Planning | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Hexavest Inc. | 21 | 3 | 0.01% | 0.28% | 1.00% | Q2 2013 | Q3 2021 | 24 |
Rehmann Capital Advisory Group | 13 | 2 | 0.00% | 0.14% | 0.33% | Q4 2012 | Q2 2019 | 24 |
BANK OF MONTREAL /CAN/ | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Itau Unibanco Holding S.A. | 16 | 2 | 0.00% | 0.09% | 0.29% | Q3 2016 | Q2 2023 | 24 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.13% | Q1 2016 | Q3 2023 | 24 |
Progeny 3, Inc. | 24 | 24 | 8.34% | 13.96% | 21.49% | Q1 2014 | Q4 2019 | 24 |
AGF Investments America Inc. | 24 | 24 | 0.09% | 0.90% | 1.48% | Q2 2016 | Q1 2022 | 24 |
Venturi Wealth Management, LLC | 17 | 7 | 0.01% | 0.11% | 0.44% | Q3 2017 | Q3 2023 | 24 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.12% | Q1 2018 | Q3 2023 | 23 |
ALLIANCEBERNSTEIN L.P. | 19 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 23 |
Wharton Business Group, LLC | 18 | 1 | 0.02% | 0.92% | 1.23% | Q4 2014 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
EVERGREEN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.06% | 0.14% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Global Retirement Partners, LLC | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Pictet North America Advisors SA | 23 | 23 | 0.02% | 2.10% | 4.88% | Q2 2016 | Q4 2021 | 23 |
Lattice Strategies LLC | 23 | 23 | 0.11% | 0.79% | 1.44% | Q3 2013 | Q1 2019 | 23 |
Psagot Value Holdings Ltd. | 13 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 22 |
PRUDENTIAL PLC | 14 | 1 | 0.00% | 0.11% | 0.82% | Q2 2017 | Q3 2023 | 22 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 21 | 21 | 0.01% | 0.08% | 0.22% | Q3 2013 | Q3 2018 | 21 |
Cambridge Investment Research Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Twin Tree Management, LP | 9 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 20 |
RPg Family Wealth Advisory, LLC | 11 | 4 | 0.01% | 0.03% | 0.11% | Q4 2015 | Q1 2022 | 20 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Geneos Wealth Management Inc. | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 20 |
BANK OF NOVA SCOTIA | 20 | 20 | 0.00% | 0.25% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Prism Advisors, Inc. | 19 | 19 | 1.36% | 2.57% | 3.42% | Q4 2018 | Q2 2023 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 0.08% | 0.85% | 2.83% | Q4 2018 | Q3 2023 | 19 |
Millburn Ridgefield Corp | 19 | 19 | 0.02% | 0.09% | 0.21% | Q1 2019 | Q3 2023 | 19 |
Parcion Private Wealth LLC | 16 | 16 | 0.00% | 0.87% | 2.77% | Q4 2019 | Q3 2023 | 19 |
Bluefin Trading, LLC | 10 | 1 | 0.00% | 0.67% | 2.25% | Q2 2013 | Q2 2020 | 19 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
MEITAV INVESTMENT HOUSE LTD | 15 | 1 | 0.02% | 0.48% | 1.92% | Q3 2018 | Q3 2023 | 18 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 9 | 1 | 0.02% | 3.27% | 7.24% | Q2 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 16 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Bridgewater Associates | 18 | 18 | 0.20% | 0.68% | 2.52% | Q2 2019 | Q3 2023 | 18 |
Intercontinental Wealth Advisors, LLC | 13 | 5 | 0.05% | 0.44% | 1.28% | Q1 2017 | Q2 2023 | 18 |
XPONANCE, INC. | 15 | 2 | 0.08% | 6.28% | 17.48% | Q4 2014 | Q4 2020 | 17 |
COMERICA BANK | 16 | 1 | 0.03% | 0.09% | 0.15% | Q1 2019 | Q3 2023 | 17 |
PEAK6 Investments LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q2 2023 | 17 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 16 | 1 | 0.00% | 0.17% | 0.61% | Q1 2018 | Q3 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 17 |
Steward Partners Investment Advisory, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
TSFG, LLC | 17 | 17 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 11 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.22% | 2.41% | 8.88% | Q4 2014 | Q3 2023 | 17 |
Atria Investments, Inc | 7 | 2 | 0.02% | 0.08% | 0.21% | Q3 2013 | Q3 2023 | 17 |
1832 Asset Management L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.40% | 0.95% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.03% | Q2 2017 | Q1 2021 | 16 |
Nan Shan Life Insurance Co., Ltd. | 8 | 3 | 0.01% | 0.16% | 0.41% | Q2 2016 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 16 | 16 | 0.03% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 16 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 16 | 0.02% | 0.22% | 0.35% | Q4 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Mandatum Life Insurance Co Ltd | 16 | 16 | 0.15% | 0.54% | 0.96% | Q4 2015 | Q3 2019 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 3 | 0.08% | 0.27% | 0.71% | Q2 2019 | Q3 2023 | 15 |
Gemmer Asset Management LLC | 9 | 3 | 0.02% | 0.28% | 0.63% | Q1 2014 | Q2 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.00% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.18% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 8 | 7 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2019 | 15 |
IPG Investment Advisors LLC | 11 | 4 | 0.05% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
LAKE STREET PRIVATE WEALTH, LLC | 15 | 15 | 0.48% | 0.89% | 1.52% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 9 | 6 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2023 | 15 |
FIFTH THIRD BANCORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 15 |
Banque Cantonale Vaudoise | 13 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
AlphaMark Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.43% | 5.66% | Q1 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 14 |
Financial Gravity Asset Management, Inc. | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 14 |
EXANE DERIVATIVES | 14 | 14 | 0.00% | 1.09% | 3.01% | Q1 2019 | Q2 2022 | 14 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2023 | 14 |
Advisor Group, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2019 | 14 |
EARNEST PARTNERS LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 14 | 14 | 0.00% | 0.30% | 0.88% | Q3 2019 | Q4 2022 | 14 |
Merriman Wealth Management, LLC | 5 | 1 | 0.04% | 0.21% | 0.52% | Q1 2017 | Q4 2022 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2022 | 13 |
SCOTIA CAPITAL INC. | 12 | 1 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FDx Advisors, Inc. | 13 | 13 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KINGS POINT CAPITAL MANAGEMENT | 13 | 13 | 0.01% | 0.10% | 0.19% | Q1 2019 | Q1 2022 | 13 |
AXA S.A. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Quantitative Investment Management, LLC | 6 | 1 | 0.02% | 0.38% | 1.07% | Q3 2014 | Q4 2021 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Paradigm Financial Advisors, LLC | 12 | 1 | 0.00% | 1.00% | 2.67% | Q1 2014 | Q4 2021 | 13 |
Intellectus Partners, LLC | 13 | 13 | 0.22% | 0.33% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 12 | 1 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q1 2023 | 13 |
Global Endowment Management, LP | 12 | 1 | 0.07% | 0.12% | 0.17% | Q4 2017 | Q2 2021 | 13 |
Karpus Management, Inc. | 8 | 5 | 0.01% | 0.09% | 0.23% | Q4 2018 | Q3 2022 | 13 |
HUNTINGTON NATIONAL BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.14% | 0.40% | 0.89% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 12 |
Brinker Capital Investments, LLC | 9 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2019 | 12 |
Korea Investment CORP | 12 | 12 | 0.00% | 0.05% | 0.34% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.06% | 0.18% | 0.29% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.08% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 12 | 0.60% | 1.38% | 2.28% | Q4 2020 | Q3 2023 | 12 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.39% | 1.16% | Q1 2017 | Q3 2023 | 12 |
ARGA Investment Management, LP | 12 | 12 | 0.67% | 1.17% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Larson Financial Group LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.13% | Q1 2018 | Q4 2021 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 2 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2022 | 11 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.07% | 0.40% | Q1 2015 | Q2 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.07% | 0.17% | 0.26% | Q4 2020 | Q3 2023 | 11 |
NORTHERN TRUST CORP | 9 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 11 |
Ellis Investment Partners, LLC | 11 | 11 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2022 | 11 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 9 | 2 | 0.63% | 3.07% | 7.81% | Q1 2019 | Q2 2022 | 11 |
Risk Paradigm Group, LLC | 11 | 11 | 0.02% | 0.18% | 0.40% | Q3 2015 | Q1 2018 | 11 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.07% | 0.39% | Q1 2015 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.14% | 0.40% | Q4 2019 | Q3 2023 | 11 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 11 |
Madison Asset Management, LLC | 6 | 2 | 0.01% | 0.26% | 0.49% | Q1 2020 | Q3 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
DIMENSION CAPITAL MANAGEMENT LLC | 11 | 11 | 0.47% | 0.94% | 3.50% | Q1 2021 | Q3 2023 | 11 |
Northstar Group, Inc. | 8 | 3 | 0.05% | 0.15% | 0.26% | Q2 2018 | Q2 2021 | 11 |
OPPENHEIMER & CO INC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2021 | 11 |
Analyst IMS Investment Management Services Ltd. | 11 | 11 | 1.24% | 1.71% | 2.80% | Q1 2021 | Q3 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 10 |
Interchange Capital Partners, LLC | 8 | 2 | 0.27% | 0.48% | 0.70% | Q4 2020 | Q3 2023 | 10 |
ACIMA PRIVATE WEALTH, LLC | 10 | 10 | 0.22% | 2.08% | 2.80% | Q4 2019 | Q1 2022 | 10 |
Cetera Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stone House Investment Management, LLC | 10 | 10 | 0.77% | 1.08% | 1.40% | Q4 2016 | Q1 2019 | 10 |
First Allied Advisory Services, Inc. | 7 | 3 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q3 2020 | 10 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 4 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2022 | 10 |
ACADIAN ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Gerber Kawasaki Wealth & Investment Management | 9 | 1 | 0.06% | 0.37% | 0.88% | Q2 2017 | Q4 2019 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.09% | 0.30% | Q2 2016 | Q2 2023 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q2 2023 | 10 |
Vontobel Holding Ltd. | 7 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 10 |
Highstreet Asset Management Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
BigSur Wealth Management LLC | 9 | 1 | 0.08% | 0.64% | 0.93% | Q1 2021 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 9 | 1 | 0.00% | 0.05% | 0.06% | Q4 2018 | Q3 2021 | 10 |
Cranbrook Wealth Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Sierra Capital LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2023 | 10 |
UBP Investment Advisors SA | 7 | 1 | 0.50% | 0.73% | 1.63% | Q4 2017 | Q3 2022 | 10 |
Ferris Capital, LLC | 6 | 3 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q1 2022 | 9 |
Clearview Wealth Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 9 |
Susquehanna International Group Ltd. | 3 | 1 | 0.25% | 1.68% | 4.95% | Q2 2019 | Q3 2023 | 9 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
Astor Investment Management LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q1 2022 | 9 |
Parallel Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
WHITTIER TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 9 |
Russell Investments Group, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 9 |
PRUDENT INVESTORS NETWORK, INC. | 3 | 3 | 1.89% | 2.55% | 3.20% | Q4 2019 | Q3 2022 | 9 |
Neuberger Berman Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 9 |
PALLADIEM, LLC | 9 | 9 | 0.77% | 1.09% | 1.70% | Q4 2020 | Q4 2022 | 9 |
Rock Creek Group, LP | 3 | 1 | 0.22% | 4.65% | 12.56% | Q2 2013 | Q3 2023 | 9 |
Acropolis Investment Management, LLC | 9 | 9 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2021 | 9 |
Garde Capital, Inc. | 8 | 1 | 0.14% | 1.07% | 1.49% | Q2 2014 | Q3 2016 | 9 |
DELPHI FINANCIAL GROUP, INC. | 8 | 8 | 1.63% | 2.79% | 3.59% | Q4 2020 | Q3 2022 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.06% | 0.32% | Q2 2019 | Q4 2022 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
CREDIT AGRICOLE S A | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2015 | 8 |
J.W. COLE ADVISORS, INC. | 8 | 8 | 0.17% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Redwood Investments, LLC | 8 | 8 | 0.04% | 0.09% | 0.13% | Q3 2021 | Q2 2023 | 8 |
Activest Wealth Management | 7 | 1 | 0.00% | 0.01% | 0.07% | Q3 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Maxi Investments CY Ltd | 8 | 8 | 0.76% | 1.28% | 1.71% | Q4 2021 | Q3 2023 | 8 |
CITIZENS FINANCIAL GROUP INC/RI | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 8 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 3 | 0.46% | 2.98% | 4.18% | Q4 2014 | Q3 2020 | 8 |
Gilbert & Cook, Inc. | 8 | 8 | 0.05% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PICTET BANK & TRUST Ltd | 8 | 8 | 1.24% | 1.60% | 1.82% | Q4 2018 | Q3 2020 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.04% | 0.08% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Summit Trail Advisors, LLC | 5 | 3 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2021 | 8 |
Janney Montgomery Scott LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.21% | 1.38% | 1.75% | Q4 2021 | Q3 2023 | 8 |
Valeo Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2020 | 8 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 8 | 8 | 0.52% | 1.57% | 2.25% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Morningstar Investment Services LLC | 8 | 8 | 0.28% | 0.53% | 0.72% | Q4 2021 | Q3 2023 | 8 |
COLONY GROUP LLC | 8 | 8 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q2 2022 | 8 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.05% | 0.22% | Q3 2013 | Q1 2020 | 8 |
RNC CAPITAL MANAGEMENT LLC | 8 | 8 | 0.54% | 0.57% | 0.62% | Q2 2013 | Q1 2015 | 8 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.06% | 0.09% | 0.16% | Q3 2017 | Q4 2020 | 8 |
BESSEMER GROUP INC | 4 | 4 | 0.00% | 0.13% | 0.37% | Q3 2020 | Q3 2023 | 8 |
Evanson Asset Management, LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Candriam S.C.A. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.64% | 1.50% | 2.99% | Q3 2019 | Q1 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 0.79% | 1.11% | 1.50% | Q4 2021 | Q3 2023 | 8 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Avior Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 7 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.47% | 0.55% | 0.67% | Q1 2022 | Q3 2023 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 2 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q1 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 5 | 1 | 0.01% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 7 |
TCF National Bank | 7 | 7 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 7 |
Merk Investments LLC | 7 | 7 | 0.14% | 0.21% | 0.26% | Q4 2019 | Q2 2021 | 7 |
Perennial Investment Advisors, LLC | 7 | 7 | 0.08% | 0.33% | 0.45% | Q1 2020 | Q3 2021 | 7 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
FAIRFIELD, BUSH & CO. | 7 | 7 | 0.08% | 0.10% | 0.10% | Q1 2018 | Q3 2019 | 7 |
Privium Fund Management (UK) Ltd | 4 | 3 | 0.14% | 1.05% | 2.10% | Q2 2021 | Q3 2023 | 7 |
AM INVESTMENT STRATEGIES LLC | 7 | 7 | 1.58% | 1.75% | 1.93% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q4 2014 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 7 |
STATE STREET CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 7 |
Partnervest Advisory Services LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2019 | Q3 2020 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 7 |
NWI MANAGEMENT LP | 7 | 7 | 0.38% | 0.80% | 1.15% | Q4 2019 | Q2 2021 | 7 |
TD ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q4 2022 | 7 |
Weiss Multi-Strategy Advisers LLC | 3 | 2 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q1 2021 | 7 |
AE Wealth Management LLC | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Sovarnum Capital L.P. | 4 | 3 | 0.32% | 1.35% | 3.64% | Q1 2019 | Q3 2021 | 7 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
CONNABLE OFFICE INC | 6 | 1 | 0.78% | 1.36% | 2.37% | Q4 2021 | Q3 2023 | 7 |
Veritable, L.P. | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2023 | 7 |
Commonwealth Equity Services, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.02% | 0.43% | 1.28% | Q2 2013 | Q1 2023 | 7 |
Desjardins Global Asset Management Inc. | 5 | 2 | 0.00% | 0.07% | 0.22% | Q4 2021 | Q3 2023 | 7 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2023 | 7 |
Fullerton Fund Management Co Ltd. | 3 | 1 | 0.18% | 0.88% | 1.94% | Q2 2020 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Keel Point, LLC | 4 | 1 | 0.07% | 0.28% | 0.68% | Q1 2020 | Q1 2023 | 6 |
SECURITY NATIONAL TRUST CO | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 6 |
TURNER INVESTMENTS LLC | 5 | 1 | 0.04% | 0.09% | 0.15% | Q4 2013 | Q3 2015 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 6 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.20% | 0.23% | 0.25% | Q4 2021 | Q2 2023 | 6 |
Varma Mutual Pension Insurance Co | 6 | 6 | 0.17% | 3.93% | 14.70% | Q4 2018 | Q1 2020 | 6 |
Sarasin & Partners LLP | 6 | 6 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q1 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Family Management Corp | 4 | 2 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2021 | 6 |
Private Advisory Group LLC | 5 | 1 | 0.42% | 0.96% | 1.62% | Q3 2021 | Q3 2023 | 6 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.05% | 0.10% | Q1 2015 | Q2 2022 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.03% | 0.15% | Q4 2021 | Q2 2023 | 6 |
London & Capital Asset Management Ltd | 6 | 6 | 0.06% | 0.23% | 0.42% | Q4 2020 | Q1 2022 | 6 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 6 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q2 2022 | 6 |
Vestmark Advisory Solutions, Inc. | 6 | 6 | 0.01% | 0.05% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q1 2019 | 6 |
LVM CAPITAL MANAGEMENT LTD/MI | 6 | 6 | 0.05% | 0.48% | 0.93% | Q1 2018 | Q2 2019 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.08% | Q2 2015 | Q3 2016 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
CORRADO ADVISORS, LLC | 3 | 1 | 0.00% | 0.30% | 0.43% | Q2 2019 | Q4 2022 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
AJ WEALTH STRATEGIES, LLC | 4 | 2 | 0.02% | 0.07% | 0.16% | Q4 2018 | Q3 2022 | 6 |
Bank of New York Mellon Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 2 | 2 | 0.05% | 0.99% | 1.71% | Q1 2015 | Q3 2019 | 6 |
abrdn plc | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2021 | Q2 2023 | 6 |
SWMG, LLC | 4 | 2 | 0.16% | 0.26% | 0.40% | Q4 2021 | Q2 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Continuum Advisory, LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Cetera Investment Advisers | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Bellevue Group AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 6 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.21% | 1.15% | Q1 2013 | Q2 2019 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.12% | 0.42% | Q4 2020 | Q1 2022 | 6 |
Beaird Harris Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2017 | Q3 2023 | 6 |
Occidental Asset Management, LLC | 6 | 6 | 0.52% | 0.66% | 1.12% | Q4 2014 | Q1 2016 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.01% | 0.04% | 0.13% | Q1 2015 | Q2 2022 | 6 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 6 |
Brevan Howard Capital Management LP | 6 | 6 | 0.14% | 2.42% | 4.94% | Q4 2013 | Q1 2015 | 6 |
Citizens Business Bank | 6 | 6 | 0.03% | 0.07% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
NISA INVESTMENT ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 6 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.48% | 1.14% | Q3 2016 | Q4 2022 | 5 |
CX Institutional | 3 | 1 | 0.00% | 0.08% | 0.21% | Q2 2018 | Q1 2023 | 5 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 5 |
Cooper Financial Group | 5 | 5 | 0.15% | 0.17% | 0.18% | Q4 2018 | Q4 2019 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.00% | 0.12% | 0.53% | Q3 2022 | Q3 2023 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.10% | 0.13% | 0.16% | Q3 2014 | Q3 2015 | 5 |
PFG Advisors | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2021 | 5 |
CHATHAM CAPITAL GROUP, INC. | 5 | 5 | 1.55% | 1.67% | 1.86% | Q2 2014 | Q2 2015 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.47% | 0.54% | 0.60% | Q2 2018 | Q2 2019 | 5 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q4 2020 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Bank Pictet & Cie (Europe) AG | 5 | 5 | 0.04% | 0.23% | 0.43% | Q1 2019 | Q1 2020 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Amundi | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MISSION WEALTH MANAGEMENT, LP | 2 | 1 | 0.01% | 0.05% | 0.17% | Q2 2015 | Q2 2021 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q2 2023 | 5 |
SUNTRUST BANKS INC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q3 2019 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PANAGORA ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 5 |
Morningstar Investment Management LLC | 5 | 5 | 0.50% | 0.64% | 0.90% | Q3 2021 | Q3 2022 | 5 |
Latigo Investments, LLC | 5 | 5 | 0.95% | 1.16% | 1.30% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 5 |
Texas Yale Capital Corp. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
Core Wealth Advisors, Inc. | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.27% | 0.90% | Q1 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q2 2022 | 5 |
Asset Management One Co., Ltd. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 5 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 2 | 0.58% | 0.75% | 0.92% | Q3 2018 | Q4 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 5 | 5 | 0.46% | 1.88% | 3.61% | Q4 2017 | Q4 2018 | 5 |
Mayfair Advisory Group, LLC | 4 | 1 | 0.31% | 0.36% | 0.45% | Q2 2022 | Q3 2023 | 5 |
SONATA CAPITAL GROUP INC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q4 2019 | Q4 2020 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Ashmore Group plc | 4 | 1 | 0.13% | 0.23% | 0.42% | Q1 2013 | Q1 2015 | 5 |
Cowen Prime Services LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Chicago Partners Investment Group LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
LSP Investment Advisors, LLC | 5 | 5 | 0.84% | 1.15% | 1.42% | Q3 2021 | Q3 2022 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 1.36% | 1.50% | 1.64% | Q4 2015 | Q3 2016 | 4 |
Investment Research & Advisory Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Boltwood Capital Management | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q4 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Constellation Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2014 | Q3 2015 | 4 |
CT Financial Advisors LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 4 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2017 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.52% | 0.66% | 0.77% | Q4 2022 | Q3 2023 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Parker Investment Management, LLC | 3 | 1 | 0.08% | 2.99% | 10.15% | Q3 2017 | Q1 2019 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
TrinityPoint Wealth, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
Pinnacle Financial Group, LLC / IL | 4 | 4 | 0.18% | 0.29% | 0.41% | Q4 2021 | Q3 2022 | 4 |
Weaver Consulting Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.96% | 4.19% | 7.53% | Q2 2018 | Q4 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 4 |
J.Safra Asset Management Corp | 3 | 1 | 0.08% | 0.37% | 1.14% | Q4 2020 | Q1 2023 | 4 |
Caprock Group, LLC | 3 | 1 | 0.05% | 0.21% | 0.68% | Q4 2018 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.13% | 0.15% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.74% | 0.88% | 0.96% | Q4 2022 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.28% | 3.86% | 9.21% | Q1 2020 | Q2 2023 | 4 |
INVESTMENT HOUSE LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q1 2022 | 4 |
Sentinus, LLC | 4 | 4 | 0.30% | 0.38% | 0.51% | Q3 2022 | Q2 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.35% | 0.58% | 0.87% | Q4 2018 | Q3 2022 | 4 |
Miller Investment Management, LP | 4 | 4 | 3.17% | 4.30% | 6.60% | Q1 2019 | Q4 2019 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.30% | 0.47% | 0.81% | Q4 2019 | Q2 2022 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.04% | 1.16% | 3.11% | Q4 2022 | Q3 2023 | 4 |
SELDON CAPITAL LP | 4 | 4 | 0.03% | 5.28% | 14.24% | Q1 2022 | Q4 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2023 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ING GROEP NV | 2 | 2 | 0.01% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q1 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Annandale Capital, LLC | 4 | 4 | 0.46% | 0.58% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.26% | 0.52% | 0.70% | Q4 2022 | Q3 2023 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
VERUS CAPITAL PARTNERS, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
FARLEY CAPITAL L.P. | 4 | 4 | 1.36% | 1.73% | 2.48% | Q4 2022 | Q3 2023 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
People's United Financial, Inc. | 4 | 4 | 0.01% | 0.08% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Fortis Advisors, LLC | 4 | 4 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q2 2021 | 4 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 1.21% | 3.11% | Q4 2021 | Q2 2023 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASB Consultores, LLC | 3 | 3 | 0.11% | 0.21% | 0.40% | Q4 2022 | Q2 2023 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q1 2014 | 3 |
Legacy Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Van Berkom & Associates Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.16% | 0.18% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.12% | 0.18% | Q2 2015 | Q1 2017 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.07% | 0.10% | Q1 2019 | Q3 2019 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
USS Investment Management Ltd | 3 | 3 | 0.64% | 0.86% | 1.25% | Q2 2018 | Q4 2018 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.04% | 3.99% | 6.83% | Q2 2021 | Q4 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Mariner, LLC | 2 | 1 | 0.00% | 0.07% | 0.14% | Q1 2015 | Q3 2023 | 3 |
Arrow Investment Advisors, LLC | 3 | 3 | 0.34% | 0.82% | 1.38% | Q4 2017 | Q2 2018 | 3 |
Connective Portfolio Management, LLC | 1 | 1 | 2.82% | 3.25% | 4.05% | Q2 2022 | Q2 2023 | 3 |
DT Investment Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.18% | 0.43% | 0.70% | Q2 2014 | Q4 2014 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q3 2022 | 3 |
Strategies Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Foster Group, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2021 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.90% | 1.06% | 1.23% | Q4 2022 | Q2 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q4 2019 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.28% | 0.76% | 1.00% | Q2 2019 | Q4 2019 | 3 |
Turim 21 Investimentos Ltda. | 3 | 3 | 0.08% | 0.12% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.07% | 0.15% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 3 |
HAYS ADVISORY LLC | 2 | 1 | 0.05% | 0.92% | 1.45% | Q1 2015 | Q1 2018 | 3 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q3 2019 | 3 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.06% | 0.17% | Q2 2014 | Q4 2017 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.25% | 0.75% | Q3 2014 | Q2 2015 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Wealth Alliance Advisory Group, LLC | 3 | 3 | 1.33% | 1.34% | 1.36% | Q4 2020 | Q2 2021 | 3 |
Running Point Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.62% | 0.87% | 1.04% | Q4 2015 | Q2 2016 | 3 |
Choate Investment Advisors | 2 | 1 | 0.03% | 0.83% | 2.43% | Q4 2018 | Q1 2023 | 3 |
Moneda S.A. Administradora General de Fondos | 3 | 3 | 0.82% | 0.91% | 1.04% | Q1 2023 | Q3 2023 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.86% | 0.92% | 1.02% | Q1 2019 | Q3 2019 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.12% | 0.29% | 0.50% | Q3 2016 | Q4 2017 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Consolidated Investment Group LLC | 3 | 3 | 0.99% | 1.00% | 1.01% | Q1 2020 | Q3 2020 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 3 |
Red Tortoise LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 3 |
Stewardship Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Pekin Hardy Strauss, Inc. | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.38% | 0.44% | 0.52% | Q2 2013 | Q4 2013 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2017 | Q4 2017 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 3 |
FIL Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
M&T BANK CORP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q2 2023 | 3 |
Vantage Investment Partners, LLC | 3 | 3 | 0.05% | 3.28% | 5.74% | Q4 2018 | Q2 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.13% | 0.35% | Q4 2019 | Q2 2020 | 3 |
Advisory Alpha, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.19% | 0.41% | Q1 2020 | Q3 2021 | 3 |
OPSEU Pension Plan Trust Fund | 3 | 3 | 71.72% | 73.82% | 75.73% | Q1 2023 | Q3 2023 | 3 |
Elo Mutual Pension Insurance Co | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Hudson Bay Capital Management LP | 2 | 2 | 0.49% | 0.67% | 1.02% | Q2 2023 | Q3 2023 | 3 |
MACQUARIE GROUP LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
AMS Capital Ltda | 3 | 3 | 21.09% | 25.67% | 33.23% | Q1 2019 | Q3 2019 | 3 |
AEGON USA Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Weil Company, Inc. | 3 | 3 | 0.22% | 0.62% | 0.88% | Q1 2022 | Q3 2022 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.05% | 0.10% | 0.18% | Q2 2015 | Q4 2015 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.05% | 0.29% | 0.53% | Q4 2018 | Q2 2020 | 3 |
Financial Partners Group, Inc | 2 | 1 | 0.18% | 0.66% | 1.00% | Q1 2019 | Q1 2020 | 3 |
Darwin Wealth Management, LLC | 3 | 3 | 0.72% | 0.76% | 0.83% | Q1 2023 | Q3 2023 | 3 |
SOL Capital Management CO | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.05% | 0.11% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
55I, LLC | 2 | 1 | 0.05% | 0.15% | 0.35% | Q2 2019 | Q3 2022 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Private Ocean, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
SteelPeak Wealth, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q4 2013 | 3 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.03% | 0.42% | 0.90% | Q3 2013 | Q2 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Jacobi Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Powell Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Realta Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gramercy Funds Management LLC | 2 | 2 | 0.17% | 0.28% | 0.38% | Q2 2017 | Q3 2017 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q2 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 1.03% | 1.04% | 1.06% | Q1 2023 | Q2 2023 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2019 | Q3 2019 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q3 2021 | Q1 2022 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.13% | 0.27% | 0.40% | Q4 2017 | Q4 2021 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.09% | 1.13% | 2.16% | Q4 2017 | Q1 2018 | 2 |
Capital Investment Counsel, Inc | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Thai Life Insurance PCL. | 2 | 2 | 0.85% | 0.86% | 0.87% | Q1 2017 | Q2 2017 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q3 2021 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.22% | 0.67% | 1.13% | Q4 2018 | Q4 2019 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Maven Securities LTD | 1 | 1 | 0.06% | 0.24% | 0.42% | Q3 2020 | Q3 2021 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2013 | Q4 2013 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q2 2019 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2017 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.04% | 0.10% | 0.16% | Q3 2013 | Q4 2013 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.41% | 0.85% | 1.29% | Q4 2019 | Q1 2020 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2020 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q3 2013 | Q4 2013 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.17% | 0.33% | Q4 2019 | Q2 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BARINGS LLC | 2 | 2 | 0.09% | 0.39% | 0.69% | Q1 2022 | Q2 2022 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.04% | 0.09% | Q3 2021 | Q3 2023 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
ClariVest Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
AXIOM INVESTORS LLC /DE | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
B, B, H, & B INC. | 2 | 2 | 0.22% | 1.44% | 2.67% | Q4 2020 | Q1 2021 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Biltmore Family Office, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q3 2019 | Q4 2019 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Perennial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 2 | 2 | 0.36% | 0.60% | 0.85% | Q1 2023 | Q2 2023 | 2 |
Ausdal Financial Partners, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Allie Family Office LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HERSHEY TRUST CO | 2 | 2 | 0.03% | 0.07% | 0.12% | Q3 2020 | Q4 2020 | 2 |
Hunting Hill Global Capital, LLC | 1 | 1 | 0.51% | 1.64% | 2.76% | Q4 2017 | Q2 2019 | 2 |
3EDGE Asset Management, LP | 1 | 1 | 0.12% | 0.24% | 0.36% | Q4 2022 | Q3 2023 | 2 |
FIDUCIARY TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 1.83% | 2.04% | 2.26% | Q1 2017 | Q2 2017 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.44% | 0.46% | 0.48% | Q1 2019 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Good Harbor Financial, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q3 2019 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
Integrity Advisory, LLC | 2 | 2 | 1.12% | 1.20% | 1.28% | Q2 2022 | Q3 2022 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Executive Wealth Management, LLC | 1 | 1 | 0.35% | 0.59% | 0.84% | Q1 2020 | Q2 2022 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.15% | 0.60% | 1.05% | Q4 2018 | Q1 2019 | 2 |
Granite Point Capital Management, L.P. | 2 | 2 | 0.24% | 0.27% | 0.30% | Q1 2015 | Q2 2015 | 2 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Western Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Ironwood Financial, llc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q1 2019 | Q1 2020 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.44% | 0.51% | 0.58% | Q3 2022 | Q4 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Graves Light Lenhart Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
STARR INTERNATIONAL CO INC | 2 | 2 | 5.19% | 6.00% | 6.80% | Q4 2019 | Q1 2020 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.26% | 0.35% | 0.43% | Q1 2018 | Q1 2019 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DCF Advisers, LLC | 2 | 2 | 0.27% | 0.57% | 0.88% | Q3 2022 | Q4 2022 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q4 2021 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2021 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RBF Capital, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Gruss & Co., LLC | 2 | 2 | 0.33% | 1.38% | 2.43% | Q1 2018 | Q2 2018 | 2 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2023 | 2 |
Roger Wittlin Investment Advisory, LLC | 2 | 2 | 0.56% | 0.62% | 0.68% | Q1 2023 | Q2 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2023 | Q4 2023 | 1 |
Alpha Wave Global, LP | 1 | 1 | 2.12% | 2.12% | 2.12% | Q2 2022 | Q2 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
Friedenthal Financial | 1 | 1 | 2.95% | 2.95% | 2.95% | Q2 2018 | Q2 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 2.64% | 2.64% | 2.64% | Q1 2023 | Q1 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2020 | Q2 2020 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
SVB Investment Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2015 | Q4 2015 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2019 | Q1 2019 | 1 |
Sensato Investors LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2019 | Q2 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q1 2023 | Q1 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2018 | Q1 2018 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2023 | Q1 2023 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q3 2021 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AXS Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
NATIXIS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CHEMICAL BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Quent Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 11.20% | 11.20% | 11.20% | Q2 2021 | Q2 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 2.94% | 2.94% | 2.94% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2018 | Q3 2018 | 1 |
AMG National Trust Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q1 2023 | Q1 2023 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2015 | Q4 2015 | 1 |
Price Capital Management, Inc. | 1 | 1 | 3.78% | 3.78% | 3.78% | Q3 2017 | Q3 2017 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2017 | Q3 2017 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Candlestick Capital Management LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2020 | Q2 2020 | 1 |
CRA Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Cougar Global Investments Ltd | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2019 | Q1 2019 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2022 | Q1 2022 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q1 2018 | Q1 2018 | 1 |
Alden Global Capital LLC | 1 | 1 | 4.25% | 4.25% | 4.25% | Q1 2022 | Q1 2022 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2022 | Q2 2022 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moors & Cabot, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BSN Capital Partners Ltd | 1 | 1 | 10.44% | 10.44% | 10.44% | Q3 2022 | Q3 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
YALE UNIVERSITY | 1 | 1 | 65.54% | 65.54% | 65.54% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 3.94% | 3.94% | 3.94% | Q1 2017 | Q1 2017 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2018 | Q1 2018 | 1 |
SEI TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
UMB Bank, n.a. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 9.48% | 9.48% | 9.48% | Q4 2020 | Q4 2020 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Avestar Capital, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
F3Logic, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Symmetry Investments LP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Timber Hill LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
Osher Van de Voorde Investment Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.