Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Sutton Wealth Advisors Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q4 2023 | 16 |
Citadel Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 15 |
MILLENNIUM MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q3 2023 | 14 |
PEAK6 Investments LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 13 |
Squarepoint Ops LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 9 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 7 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 6 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q4 2023 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 6 |
NEVILLE RODIE & SHAW INC | 6 | 6 | 0.94% | 1.02% | 1.12% | Q3 2022 | Q4 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Symmetry Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2023 | 6 |
Red Spruce Capital, LLC | 6 | 6 | 1.10% | 1.21% | 1.36% | Q3 2022 | Q4 2023 | 6 |
HWG Holdings LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.27% | 0.31% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2023 | 6 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
STATE STREET CORP | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Aquila Investment Management LLC | 5 | 5 | 0.37% | 0.71% | 1.26% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.58% | 0.64% | 0.68% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VANGUARD GROUP INC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Evercore Wealth Management, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
DF DENT & CO INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mechanics Financial Corp | 5 | 5 | 0.34% | 0.37% | 0.40% | Q3 2022 | Q3 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Desjardins Global Asset Management Inc. | 5 | 5 | 0.04% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SFE Investment Counsel | 5 | 5 | 0.75% | 0.89% | 1.19% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quent Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Granite Investment Partners, LLC | 5 | 5 | 0.21% | 0.34% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crown Wealth Group, LLC | 5 | 5 | 0.26% | 0.30% | 0.36% | Q3 2022 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
METROPOLITAN LIFE INSURANCE CO/NY | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIRST AMERICAN TRUST, FSB | 5 | 5 | 0.37% | 0.48% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Retirement Systems of Alabama | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PALISADE CAPITAL MANAGEMENT, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ING GROEP NV | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMG National Trust Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
National Pension Service | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Wharton Business Group, LLC | 5 | 5 | 0.44% | 0.51% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Coastline Trust Co | 5 | 5 | 0.26% | 0.39% | 0.49% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
COUNTRY CLUB BANK /GFN | 5 | 5 | 0.21% | 0.29% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Rafferty Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
State of Tennessee, Treasury Department | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 1.25% | 1.32% | 1.51% | Q3 2022 | Q3 2023 | 5 |
Hanson & Doremus Investment Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Baldwin Investment Management, LLC | 5 | 5 | 0.11% | 0.16% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.77% | 0.83% | 0.94% | Q3 2022 | Q3 2023 | 5 |
MOODY LYNN & LIEBERSON, LLC | 5 | 5 | 0.02% | 0.07% | 0.17% | Q3 2022 | Q3 2023 | 5 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SYNTAX ADVISORS, LLC | 5 | 5 | 0.30% | 0.31% | 0.34% | Q3 2022 | Q3 2023 | 5 |
American Trust Investment Advisors, LLC | 5 | 5 | 2.07% | 2.22% | 2.48% | Q3 2022 | Q3 2023 | 5 |
HAHN CAPITAL MANAGEMENT LLC | 5 | 5 | 4.42% | 4.72% | 5.51% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Trust & Banking Corp | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TODD ASSET MANAGEMENT LLC | 5 | 5 | 0.94% | 1.01% | 1.10% | Q3 2022 | Q3 2023 | 5 |
Nekton Capital Ltd. | 5 | 5 | 5.85% | 6.31% | 6.79% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.02% | 0.10% | 0.18% | Q3 2022 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TOWER BRIDGE ADVISORS | 5 | 5 | 1.78% | 1.95% | 2.26% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Select Equity Group, L.P. | 5 | 5 | 1.89% | 2.01% | 2.26% | Q3 2022 | Q3 2023 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Rossmore Private Capital | 5 | 5 | 0.06% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PFG Private Wealth Management, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIRST CITIZENS BANK & TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Asset Management One Co., Ltd. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CITIGROUP INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FORTE CAPITAL LLC /ADV | 5 | 5 | 1.20% | 1.37% | 1.48% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gotham Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.60% | 0.68% | 0.76% | Q3 2022 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FEDERATED HERMES, INC. | 5 | 5 | 0.00% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ALLIANCEBERNSTEIN L.P. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PRIMECAP MANAGEMENT CO/CA/ | 5 | 5 | 0.63% | 0.67% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Louisiana State Employees Retirement System | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SG Americas Securities, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ARROW FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clarius Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 5 | 1.42% | 2.57% | 3.35% | Q3 2022 | Q3 2023 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 1.98% | 2.20% | 2.39% | Q3 2022 | Q3 2023 | 5 |
Kentucky Retirement Systems Insurance Trust Fund | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
RMB Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STRS OHIO | 5 | 5 | 0.01% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 5 |
United Asset Strategies, Inc. | 5 | 5 | 0.26% | 0.34% | 0.54% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.35% | 0.44% | 0.70% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
INTECH INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.14% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Pettee Investors, Inc. | 5 | 5 | 0.36% | 0.44% | 0.64% | Q3 2022 | Q3 2023 | 5 |
Nuveen Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Long Road Investment Counsel, LLC | 5 | 5 | 0.27% | 0.29% | 0.32% | Q3 2022 | Q3 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.12% | 0.13% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.16% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
McKinley Carter Wealth Services, Inc. | 5 | 5 | 0.39% | 0.43% | 0.46% | Q3 2022 | Q3 2023 | 5 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 5 | 5 | 0.16% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
DUALITY ADVISERS, LP | 5 | 5 | 0.16% | 0.29% | 0.52% | Q3 2022 | Q3 2023 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.32% | 0.38% | 0.46% | Q3 2022 | Q3 2023 | 5 |
SEGALL BRYANT & HAMILL, LLC | 5 | 5 | 0.35% | 0.47% | 0.60% | Q3 2022 | Q3 2023 | 5 |
State of Alaska, Department of Revenue | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.09% | 0.14% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Atlantic Union Bankshares Corp | 5 | 5 | 0.02% | 0.27% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Madison Asset Management, LLC | 5 | 5 | 0.31% | 0.98% | 1.19% | Q3 2022 | Q3 2023 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 1.40% | 1.54% | 1.68% | Q3 2022 | Q3 2023 | 5 |
State of New Jersey Common Pension Fund D | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MCDONALD PARTNERS LLC | 5 | 5 | 0.27% | 0.30% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Meiji Yasuda Asset Management Co Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
DAVIS R M INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
North Growth Management Ltd. | 5 | 5 | 2.32% | 2.56% | 2.82% | Q3 2022 | Q3 2023 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Artemis Investment Management LLP | 5 | 5 | 0.20% | 0.91% | 1.69% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 5 | 5 | 0.00% | 0.02% | 0.06% | Q3 2022 | Q3 2023 | 5 |
XPONANCE, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.51% | 0.67% | 0.83% | Q3 2022 | Q3 2023 | 5 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.18% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
FRONT BARNETT ASSOCIATES LLC | 5 | 5 | 2.68% | 2.99% | 3.20% | Q3 2022 | Q3 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Boltwood Capital Management | 5 | 5 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q4 2023 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 1.40% | 1.90% | 2.42% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.20% | 0.43% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Notis-McConarty Edward | 5 | 5 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Gulf International Bank (UK) Ltd | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Arizona State Retirement System | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Tidal Investments LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.14% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Empirical Finance, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Sand Hill Global Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.18% | 0.26% | 0.47% | Q3 2022 | Q3 2023 | 5 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MetLife Investment Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Utah Retirement Systems | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 5 | 5 | 0.23% | 0.24% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prudent Man Advisors, LLC | 5 | 5 | 0.16% | 0.24% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Capital World Investors | 5 | 5 | 0.14% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Covestor Ltd | 5 | 5 | 0.01% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vantage Consulting Group Inc | 5 | 5 | 0.21% | 0.23% | 0.26% | Q3 2022 | Q3 2023 | 5 |
SOMERVILLE KURT F | 5 | 5 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MACKENZIE FINANCIAL CORP | 5 | 5 | 0.01% | 0.36% | 0.66% | Q3 2022 | Q3 2023 | 5 |
Otter Creek Advisors, LLC | 5 | 5 | 2.64% | 3.19% | 3.65% | Q3 2022 | Q3 2023 | 5 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
AQR Capital Management | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MORGAN STANLEY | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bornite Capital Management LP | 5 | 5 | 0.08% | 2.41% | 4.61% | Q3 2022 | Q3 2023 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.23% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Savant Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SFMG, LLC | 5 | 5 | 0.14% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CIBC Asset Management Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Fairfax Financial Holdings | 5 | 5 | 0.03% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Williams Jones Wealth Management, LLC. | 5 | 5 | 0.11% | 0.26% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Deseret Mutual Benefit Administrators | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cyrus J. Lawrence, LLC | 5 | 5 | 0.20% | 1.37% | 2.51% | Q3 2022 | Q3 2023 | 5 |
Ruane, Cunniff & Goldfarb L.P. | 5 | 5 | 4.48% | 5.33% | 6.49% | Q3 2022 | Q3 2023 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
VICTORY CAPITAL MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.44% | 0.51% | 0.65% | Q3 2022 | Q3 2023 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Pasadena Private Wealth, LLC | 5 | 5 | 0.19% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Mitsubishi UFJ Asset Management Co., Ltd. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
EARNEST PARTNERS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONETARY MANAGEMENT GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Empyrean Capital Partners, LP | 5 | 5 | 3.40% | 4.57% | 7.24% | Q3 2022 | Q3 2023 | 5 |
ROYAL LONDON ASSET MANAGEMENT LTD | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Telos Capital Management, Inc. | 5 | 5 | 1.12% | 1.21% | 1.37% | Q3 2022 | Q3 2023 | 5 |
ProShare Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CSM Advisors, LLC | 5 | 5 | 0.86% | 1.01% | 1.10% | Q3 2022 | Q3 2023 | 5 |
Findlay Park Partners LLP | 5 | 5 | 1.95% | 2.21% | 2.61% | Q3 2022 | Q3 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CoreFirst Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Simmons Bank | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
LATHROP INVESTMENT MANAGEMENT CORP | 5 | 5 | 3.19% | 3.65% | 4.13% | Q3 2022 | Q3 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SHELL ASSET MANAGEMENT CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SENTRY INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TLWM | 5 | 5 | 0.20% | 0.24% | 0.33% | Q3 2022 | Q3 2023 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.38% | 0.43% | 0.51% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NISA INVESTMENT ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
DIMENSIONAL FUND ADVISORS LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
COMERICA SECURITIES,INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MONARCH CAPITAL MANAGEMENT INC/ | 5 | 5 | 0.36% | 0.41% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Strategic Advisors LLC | 5 | 5 | 0.25% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.04% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
EVERETT HARRIS & CO /CA/ | 5 | 5 | 0.01% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Prentice Wealth Management LLC | 5 | 5 | 0.22% | 0.25% | 0.29% | Q3 2022 | Q3 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Alaska Wealth Advisors | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMALGAMATED BANK | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COMMERCE BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Index Fund Advisors, Inc. | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Avidian Wealth Solutions, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Souders Financial Advisors | 5 | 5 | 0.10% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vestcor Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ameritas Investment Partners, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Korea Investment CORP | 5 | 5 | 0.02% | 0.09% | 0.18% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Legal & General Group Plc | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.20% | 0.26% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Journey Advisory Group, LLC | 5 | 5 | 0.13% | 0.15% | 0.21% | Q3 2022 | Q3 2023 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.27% | 0.30% | 0.33% | Q3 2022 | Q3 2023 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q4 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Norinchukin Bank, The | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Metis Global Partners, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 1.92% | 2.24% | 2.53% | Q3 2022 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.51% | 0.56% | 0.60% | Q3 2022 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.03% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Kentucky Retirement Systems | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
RHUMBLINE ADVISERS | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HMS Capital Management, LLC | 5 | 5 | 0.39% | 0.47% | 0.54% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
1ST SOURCE BANK | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Smith, Salley & Associates | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.04% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Creative Planning | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Shoker Investment Counsel, Inc. | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ZWJ INVESTMENT COUNSEL INC | 5 | 5 | 2.11% | 2.23% | 2.55% | Q3 2022 | Q3 2023 | 5 |
AVIVA PLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.13% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GOLDMAN SACHS GROUP INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Treasurer of the State of North Carolina | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
IFM Investors Pty Ltd | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 5 | 5 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 5 | 5 | 0.31% | 0.34% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Intrinsic Value Partners, LLC | 5 | 5 | 2.68% | 3.06% | 3.37% | Q3 2022 | Q3 2023 | 5 |
RICE HALL JAMES & ASSOCIATES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BARCLAYS PLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CAHABA WEALTH MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Paragon Capital Management LLC | 5 | 5 | 3.89% | 4.20% | 4.48% | Q3 2022 | Q3 2023 | 5 |
Wealthfront Advisers LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fiera Capital Corp | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Swiss National Bank | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
PRIO WEALTH LIMITED PARTNERSHIP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GRANDFIELD & DODD, LLC | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HSBC HOLDINGS PLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PANAGORA ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Oakworth Capital, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TRUSTCO BANK CORP N Y | 5 | 5 | 0.34% | 0.38% | 0.42% | Q3 2022 | Q3 2023 | 5 |
FUKOKU MUTUAL LIFE INSURANCE Co | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Eagle Bay Advisors LLC | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Southeast Asset Advisors Inc. | 5 | 5 | 0.35% | 0.44% | 0.51% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Klingman & Associates, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aspire Capital Advisors LLC | 5 | 5 | 0.29% | 0.34% | 0.44% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Humankind Investments LLC | 5 | 5 | 0.31% | 0.32% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Perkins Coie Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 5 | 5 | 0.26% | 0.28% | 0.29% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.66% | 0.73% | 0.79% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 5 | 5 | 3.98% | 4.38% | 4.78% | Q3 2022 | Q3 2023 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Parkside Financial Bank & Trust | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ceredex Value Advisors LLC | 5 | 5 | 0.53% | 0.75% | 1.45% | Q3 2022 | Q3 2023 | 5 |
abrdn plc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MainStreet Investment Advisors LLC | 5 | 5 | 0.32% | 0.34% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.22% | 0.45% | 0.58% | Q3 2022 | Q3 2023 | 5 |
CAPE ANN SAVINGS BANK | 5 | 5 | 0.58% | 0.62% | 0.73% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
W.G. Shaheen & Associates DBA Whitney & Co | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.33% | 0.53% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Lipe & Dalton | 5 | 5 | 0.84% | 0.92% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.62% | 0.72% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Illinois Municipal Retirement Fund | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
WATERS PARKERSON & CO., LLC | 5 | 5 | 1.21% | 1.30% | 1.50% | Q3 2022 | Q3 2023 | 5 |
VOYA INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.22% | 0.24% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Neuberger Berman Group LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Aberdeen Wealth Management LLC | 5 | 5 | 0.94% | 1.01% | 1.12% | Q3 2022 | Q3 2023 | 5 |
SHUFRO ROSE & CO LLC | 5 | 5 | 0.21% | 0.23% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Aristotle Capital Boston, LLC | 5 | 5 | 0.30% | 0.32% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zuckerman Investment Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Veritable, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
SECURIAN ASSET MANAGEMENT, INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Cubist Systematic Strategies, LLC | 4 | 4 | 0.05% | 0.11% | 0.22% | Q3 2022 | Q2 2023 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 0.25% | 0.27% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FRG Family Wealth Advisors LLC | 4 | 4 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HRT FINANCIAL LP | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
3D/L Capital Management, LLC | 4 | 4 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q2 2023 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.51% | 0.62% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Altus Wealth Group LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q4 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.43% | 0.51% | 0.60% | Q4 2022 | Q3 2023 | 4 |
CLEAR STREET MARKETS LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Atom Investors LP | 3 | 1 | 0.05% | 1.29% | 2.04% | Q3 2022 | Q3 2023 | 4 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Magnetar Financial LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q2 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.09% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VISTA CAPITAL PARTNERS, INC. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 2 | 2 | 1.52% | 1.62% | 1.76% | Q3 2022 | Q3 2023 | 4 |
STEPHENS INC /AR/ | 2 | 2 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COMERICA BANK | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
WEST PACES ADVISORS INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Graphene Investments SAS | 4 | 4 | 2.00% | 2.07% | 2.21% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.14% | 0.27% | Q3 2022 | Q2 2023 | 4 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Reliant Investment Management, LLC | 4 | 4 | 2.03% | 2.24% | 2.43% | Q3 2022 | Q2 2023 | 4 |
Graham Capital Management, L.P. | 4 | 4 | 0.01% | 0.05% | 0.11% | Q3 2022 | Q2 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL BANK OF SO DAK | 2 | 2 | 1.95% | 2.14% | 2.33% | Q3 2022 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.40% | 1.50% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 5.63% | 6.41% | 6.96% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.10% | 0.16% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Engineers Gate Manager LP | 4 | 4 | 0.02% | 0.17% | 0.33% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.54% | 0.61% | 0.72% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Teza Capital Management LLC | 2 | 2 | 0.12% | 0.20% | 0.39% | Q3 2022 | Q3 2023 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
MARSHALL WACE, LLP | 4 | 4 | 0.00% | 0.02% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
RICHELIEU GESTION SA | 4 | 4 | 1.64% | 2.00% | 2.34% | Q4 2022 | Q3 2023 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.54% | 0.72% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ameliora Wealth Management Ltd. | 4 | 4 | 0.49% | 0.91% | 1.32% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Ethic Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA INVESTMENTS, LP | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.31% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GLENMEDE TRUST CO NA | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Assenagon Asset Management S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 1.11% | 1.22% | 1.46% | Q4 2022 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 4 | 0.03% | 0.17% | 0.32% | Q3 2022 | Q2 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.81% | 0.92% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AlphaMark Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Bremer Bank National Association | 4 | 4 | 0.55% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BOSTON FAMILY OFFICE LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q2 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.02% | 0.08% | 0.14% | Q3 2022 | Q3 2023 | 4 |
KBC Group NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Ninety One North America, Inc. | 4 | 4 | 0.17% | 0.19% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 4 | 4 | 0.26% | 0.32% | 0.35% | Q3 2022 | Q2 2023 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 1.34% | 1.40% | 1.46% | Q3 2022 | Q2 2023 | 4 |
Quadrature Capital Ltd | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Seelaus Asset Management LLC | 4 | 4 | 0.70% | 0.78% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
EPG Wealth Management LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Kozak & Associates, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.50% | 0.53% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LOUNTZIS ASSET MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VAN ECK ASSOCIATES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CX Institutional | 3 | 3 | 0.05% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
EASTERN BANK | 3 | 3 | 0.41% | 0.54% | 0.69% | Q1 2023 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Ergoteles LLC | 3 | 3 | 0.03% | 0.08% | 0.16% | Q4 2022 | Q2 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Rockefeller Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TWINBEECH CAPITAL LP | 3 | 3 | 0.01% | 0.14% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Mutual Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 3 | 3 | 0.41% | 0.42% | 0.44% | Q3 2022 | Q1 2023 | 3 |
ExodusPoint Capital Management, LP | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Texas Yale Capital Corp. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Schubert & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Ninepoint Partners LP | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.00% | 0.09% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Third Point | 3 | 3 | 0.36% | 2.15% | 3.73% | Q1 2023 | Q3 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
AXA S.A. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 3 | 0.01% | 0.04% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Verition Fund Management LLC | 3 | 3 | 0.36% | 0.48% | 0.60% | Q1 2023 | Q3 2023 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 0.18% | 0.42% | 0.83% | Q3 2022 | Q2 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.10% | 0.16% | Q3 2022 | Q2 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parsec Financial Management, Inc. | 3 | 3 | 0.25% | 0.30% | 0.37% | Q3 2022 | Q1 2023 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.42% | 0.44% | 0.45% | Q3 2022 | Q1 2023 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FISHMAN JAY A LTD/MI | 3 | 3 | 0.09% | 0.17% | 0.22% | Q3 2022 | Q1 2023 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2022 | Q2 2023 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
FIL Ltd | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Baker Avenue Asset Management, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q2 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Echo Street Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
PINNACLE ASSOCIATES LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
CIDEL ASSET MANAGEMENT INC | 3 | 3 | 1.00% | 1.09% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
Schonfeld Strategic Advisors LLC | 3 | 3 | 0.00% | 0.05% | 0.11% | Q1 2023 | Q3 2023 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
FineMark National Bank & Trust | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LVZ, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.38% | 0.43% | 0.47% | Q2 2023 | Q3 2023 | 2 |
FORA Capital, LLC | 2 | 2 | 0.10% | 0.13% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Radnor Capital Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
WINTON GROUP Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Carson Advisory Inc. | 2 | 2 | 0.31% | 0.34% | 0.37% | Q2 2023 | Q3 2023 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.67% | 0.75% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.38% | 0.67% | 0.96% | Q3 2023 | Q4 2023 | 2 |
CoreCap Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2022 | Q4 2022 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.27% | 0.28% | 0.28% | Q3 2022 | Q4 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q2 2023 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
DE BURLO GROUP INC | 2 | 2 | 0.98% | 1.00% | 1.02% | Q3 2022 | Q4 2022 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.09% | 0.16% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Bancreek Capital Management, LP | 2 | 2 | 4.14% | 5.04% | 5.94% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Cipher Capital LP | 2 | 2 | 0.29% | 0.64% | 0.99% | Q1 2023 | Q2 2023 | 2 |
Atika Capital Management LLC | 2 | 2 | 0.74% | 0.75% | 0.76% | Q3 2022 | Q4 2022 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FORT, L.P. | 2 | 2 | 0.38% | 0.44% | 0.50% | Q3 2022 | Q4 2022 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Duquesne Family Office | 2 | 2 | 0.18% | 0.27% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Vident Investment Advisory, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Running Oak Capital LLC | 2 | 2 | 1.77% | 1.94% | 2.12% | Q2 2023 | Q3 2023 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.58% | 0.62% | 0.66% | Q4 2022 | Q1 2023 | 2 |
Bank OZK | 2 | 2 | 0.72% | 0.86% | 0.98% | Q2 2023 | Q3 2023 | 2 |
ALLSTATE CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
A. D. Beadell Investment Counsel, Inc. | 2 | 2 | 1.40% | 1.74% | 2.09% | Q2 2023 | Q3 2023 | 2 |
Marks Group Wealth Management, Inc | 2 | 2 | 0.82% | 0.89% | 0.97% | Q2 2023 | Q3 2023 | 2 |
Trail Ridge Investment Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q2 2023 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Empirical Asset Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.05% | 0.22% | 0.38% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Tiller Private Wealth, Inc. | 1 | 1 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 2 |
Gitterman Wealth Management, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Power Corp of Canada | 2 | 2 | 0.20% | 0.23% | 0.27% | Q3 2022 | Q4 2022 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.06% | 0.17% | 0.28% | Q4 2022 | Q1 2023 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Bogart Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.46% | 0.52% | 0.58% | Q3 2022 | Q3 2023 | 2 |
Capital International Investors | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q4 2022 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.09% | 0.13% | 0.17% | Q3 2022 | Q4 2022 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2022 | Q4 2022 | 2 |
Smithfield Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.71% | 0.77% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Giverny Capital | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2023 | Q4 2023 | 2 |
CYPRESS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2022 | Q3 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
ADVISORS MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Energy Income Partners, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q3 2023 | Q3 2023 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
SRB CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Tredje AP-fonden | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2022 | Q3 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2022 | Q3 2022 | 1 |
State of Wyoming | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2022 | Q3 2022 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2022 | Q3 2022 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Exos TFP Holdings LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Baupost Group | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Capital International, Inc./CA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sciencast Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hyperion Capital Advisors LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
American Portfolios Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Ninety One SA (PTY) Ltd | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Olympiad Research LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
OSTRUM ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 2.58% | 2.58% | 2.58% | Q1 2023 | Q1 2023 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CenterBook Partners LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Boston Partners | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Meeder Advisory Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INGALLS & SNYDER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Caldwell Investment Management Ltd. | 1 | 1 | 1.45% | 1.45% | 1.45% | Q3 2023 | Q3 2023 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own JACOBS SOLUTIONS INC or have owned JACOBS SOLUTIONS INC in the past.