Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 64 |
Citadel Advisors | 16 | 5 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 58 |
Cutler Group LLC / CA | 11 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 41 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 38 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 34 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 33 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 28 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 25 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 24 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 14 | 5 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 23 |
M&R CAPITAL MANAGEMENT INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 23 |
HSBC HOLDINGS PLC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 23 |
AMERICAN INTERNATIONAL GROUP, INC. | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.07% | 0.18% | 0.35% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE COMMON RETIREMENT FUND | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Arnhold LLC | 22 | 22 | 0.42% | 0.61% | 0.91% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PEREGRINE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Arizona State Retirement System | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Harbor Advisors LLC | 22 | 22 | 0.06% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIRST MANHATTAN CO. LLC. | 22 | 22 | 0.04% | 0.09% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Utah Retirement Systems | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RHUMBLINE ADVISERS | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
TEXAS PERMANENT SCHOOL FUND CORP | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Mraz, Amerine & Associates, Inc. | 22 | 22 | 3.23% | 4.24% | 5.71% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
KARPAS STRATEGIES, LLC | 22 | 22 | 0.89% | 1.20% | 1.63% | Q2 2018 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
VANGUARD GROUP INC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO OF NEVADA INC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
EARNEST PARTNERS LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.00% | 0.09% | 0.25% | Q2 2018 | Q3 2023 | 22 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Robeco Institutional Asset Management B.V. | 22 | 22 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
GATEWAY INVESTMENT ADVISERS LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Legal & General Group Plc | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BECK MACK & OLIVER LLC | 22 | 22 | 0.72% | 1.58% | 2.13% | Q2 2018 | Q3 2023 | 22 |
OLD NATIONAL BANCORP /IN/ | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Cubic Asset Management, LLC | 22 | 22 | 0.14% | 0.18% | 0.24% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Donald Smith & Co. | 22 | 22 | 0.40% | 2.77% | 4.50% | Q2 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Rock Point Advisors, LLC | 22 | 22 | 2.75% | 3.60% | 4.46% | Q2 2018 | Q3 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 22 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
LEE DANNER & BASS INC | 22 | 22 | 0.38% | 0.46% | 0.55% | Q2 2018 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.50% | 1.09% | 2.36% | Q2 2018 | Q3 2023 | 22 |
Poehling Capital Management, INC. | 22 | 22 | 0.69% | 1.30% | 1.60% | Q2 2018 | Q3 2023 | 22 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IAT REINSURANCE CO LTD. | 22 | 22 | 0.86% | 1.83% | 2.62% | Q2 2018 | Q3 2023 | 22 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
GoodHaven Capital Management | 22 | 22 | 7.80% | 9.11% | 10.90% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
STATE STREET CORP | 22 | 22 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
TRUIST FINANCIAL CORP | 22 | 22 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 22 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 22 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
QUADRANT CAPITAL GROUP LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Retirement Systems of Alabama | 22 | 22 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Lafayette Investments | 22 | 22 | 1.55% | 2.09% | 3.08% | Q2 2018 | Q3 2023 | 22 |
GEODE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Crossmark Global Holdings, Inc. | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
State of Alaska, Department of Revenue | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
AMALGAMATED BANK | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
STRS OHIO | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Burgundy Asset Management Ltd. | 22 | 22 | 0.38% | 0.95% | 1.59% | Q2 2018 | Q3 2023 | 22 |
Brandywine Global Investment Management, LLC | 22 | 22 | 0.04% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 22 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Louisiana State Employees Retirement System | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
First Pacific Advisors, LP | 22 | 22 | 2.36% | 3.25% | 4.47% | Q2 2018 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 22 | 22 | 0.29% | 0.40% | 0.67% | Q2 2018 | Q3 2023 | 22 |
Robotti & Company | 22 | 22 | 2.28% | 3.14% | 4.03% | Q2 2018 | Q3 2023 | 22 |
Investors Research Corp | 22 | 22 | 0.35% | 0.46% | 0.65% | Q2 2018 | Q3 2023 | 22 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.00% | 0.04% | Q2 2018 | Q3 2023 | 22 |
PRIVATE MANAGEMENT GROUP INC | 22 | 22 | 1.76% | 2.09% | 2.61% | Q2 2018 | Q3 2023 | 22 |
INTREPID CAPITAL MANAGEMENT INC | 22 | 22 | 1.61% | 2.98% | 5.76% | Q2 2018 | Q3 2023 | 22 |
Pacifica Capital Investments, LLC | 22 | 22 | 2.05% | 7.77% | 10.36% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SHELL ASSET MANAGEMENT CO | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
UBS Group AG | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NATIXIS ADVISORS, L.P. | 22 | 22 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Hosking Partners LLP | 22 | 22 | 0.40% | 0.68% | 1.37% | Q2 2018 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 22 | 22 | 0.02% | 0.09% | 0.23% | Q2 2018 | Q3 2023 | 22 |
CENTRAL TRUST Co | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
NISA INVESTMENT ADVISORS, LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
DIMENSIONAL FUND ADVISORS LP | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Russell Investments Group, Ltd. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 22 | 22 | 0.01% | 0.10% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Wellington Shields Capital Management, LLC | 22 | 22 | 0.07% | 0.13% | 0.28% | Q2 2018 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Manchester Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
KBC Group NV | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Boston Partners | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 21 | 21 | 0.05% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 21 |
ACR Alpine Capital Research, LLC | 21 | 21 | 0.19% | 0.28% | 0.42% | Q3 2018 | Q3 2023 | 21 |
D. E. Shaw & Co., Inc. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 16 | 5 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
COMERICA BANK | 19 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Private Capital Management, LLC | 21 | 21 | 3.33% | 3.85% | 4.53% | Q3 2018 | Q3 2023 | 21 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 21 | 21 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 12 | 9 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 21 |
KWMG, LLC | 17 | 4 | 0.00% | 0.24% | 0.64% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
MetLife Investment Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q3 2023 | 21 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 21 |
ProShare Advisors LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Elgethun Capital Management | 21 | 21 | 0.71% | 1.71% | 2.87% | Q2 2018 | Q2 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 12 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Creative Planning | 11 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
North Star Investment Management Corp. | 17 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
CIBC Private Wealth Group, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 20 | 20 | 1.59% | 3.05% | 4.13% | Q2 2018 | Q1 2023 | 20 |
WESTPAC BANKING CORP | 20 | 20 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2023 | 20 |
BOKF, NA | 10 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 20 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 17 | 3 | 0.00% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 11 | 2 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 20 | 20 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2023 | 20 |
Moerus Capital Management LLC | 20 | 20 | 8.01% | 12.87% | 17.66% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Parallel Advisors, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 9 | 3 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 20 |
TUDOR INVESTMENT CORP ET AL | 9 | 2 | 0.00% | 0.05% | 0.23% | Q2 2018 | Q1 2023 | 20 |
Squarepoint Ops LLC | 9 | 4 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LSV ASSET MANAGEMENT | 20 | 20 | 0.00% | 0.13% | 0.30% | Q4 2018 | Q3 2023 | 20 |
NORGES BANK | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
CAPTRUST FINANCIAL ADVISORS | 19 | 19 | 0.00% | 0.37% | 0.64% | Q1 2019 | Q3 2023 | 19 |
CIBC Asset Management Inc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q4 2022 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
Man Group plc | 13 | 1 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LPL Financial LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Ancora Advisors LLC | 16 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 19 | 19 | 1.40% | 6.01% | 8.88% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 18 | 18 | 0.00% | 0.20% | 0.51% | Q2 2019 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 18 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 18 | 18 | 0.00% | 0.14% | 0.35% | Q2 2018 | Q3 2022 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 18 |
SEI INVESTMENTS CO | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 18 |
MONETARY MANAGEMENT GROUP INC | 18 | 18 | 0.02% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 17 | 1 | 0.07% | 0.58% | 1.11% | Q2 2018 | Q3 2023 | 18 |
Pacer Advisors, Inc. | 8 | 2 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 17 |
AMG National Trust Bank | 17 | 17 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 8 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q4 2022 | 17 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 17 |
M Holdings Securities, Inc. | 13 | 4 | 0.07% | 0.16% | 0.25% | Q2 2018 | Q4 2022 | 17 |
GREAT LAKES ADVISORS, LLC | 15 | 2 | 0.02% | 0.10% | 0.37% | Q2 2018 | Q4 2022 | 17 |
Baird Financial Group, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Lee Financial Co | 10 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 17 |
Legacy Bridge, LLC | 15 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
PANAGORA ASSET MANAGEMENT INC | 15 | 2 | 0.00% | 0.01% | 0.07% | Q2 2018 | Q3 2023 | 17 |
Wallace Capital Management Inc. | 17 | 17 | 0.72% | 1.65% | 3.18% | Q2 2018 | Q2 2022 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 16 |
Rafferty Asset Management, LLC | 9 | 7 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 16 |
SHELTON CAPITAL MANAGEMENT | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Steward Partners Investment Advisory, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Sterling Investment Advisors, Ltd. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 16 |
Barrett Asset Management, LLC | 16 | 16 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q1 2022 | 16 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 16 |
PIN OAK INVESTMENT ADVISORS INC | 15 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
State of Tennessee, Treasury Department | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 16 |
HRT FINANCIAL LP | 8 | 1 | 0.01% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Tradewinds Capital Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Gradient Investments LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
AQR Capital Management | 14 | 1 | 0.00% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 16 |
IMA Wealth, Inc. | 16 | 16 | 0.00% | 0.38% | 1.08% | Q2 2018 | Q1 2022 | 16 |
Bridgewater Associates | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 16 |
JFS WEALTH ADVISORS, LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.38% | 1.34% | 2.02% | Q4 2019 | Q3 2023 | 15 |
Versant Capital Management, Inc | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 15 |
RBF Capital, LLC | 14 | 1 | 0.03% | 0.23% | 0.61% | Q3 2019 | Q3 2023 | 15 |
Employees Retirement System of Texas | 15 | 15 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q4 2021 | 15 |
Candriam S.C.A. | 9 | 2 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 15 | 15 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q4 2021 | 15 |
First Horizon Advisors, Inc. | 11 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2022 | 14 |
abrdn plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 14 |
METROPOLITAN LIFE INSURANCE CO/NY | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 14 |
Swiss National Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Berman Capital Advisors, LLC | 14 | 14 | 0.12% | 0.18% | 0.29% | Q2 2018 | Q3 2021 | 14 |
FOUNDATION RESOURCE MANAGEMENT INC | 14 | 14 | 1.89% | 3.55% | 4.25% | Q2 2018 | Q3 2021 | 14 |
COMMERCE BANK | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
PGGM Investments | 9 | 5 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
RIVER GLOBAL INVESTORS LLP | 14 | 14 | 0.19% | 0.32% | 0.49% | Q2 2018 | Q3 2021 | 14 |
AMP Capital Investors Ltd | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Mitsubishi UFJ Asset Management Co., Ltd. | 8 | 6 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 14 |
Paloma Partners Management Co | 6 | 2 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2022 | 14 |
Crewe Advisors LLC | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
FIRST MERCANTILE TRUST CO | 14 | 14 | 0.02% | 0.03% | 0.07% | Q2 2018 | Q3 2021 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
World Asset Management Inc | 14 | 14 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q3 2021 | 14 |
AEGON ASSET MANAGEMENT UK PLC | 14 | 14 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CI INVESTMENTS INC. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 5 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 14 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.10% | 0.29% | Q2 2018 | Q3 2023 | 14 |
AGF Investments LLC | 12 | 1 | 0.01% | 0.05% | 0.11% | Q2 2018 | Q3 2021 | 13 |
ENTERPRISE FINANCIAL SERVICES CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
BLAIR WILLIAM & CO/IL | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q3 2023 | 13 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q2 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 12 | 1 | 0.03% | 0.12% | 0.29% | Q4 2018 | Q3 2022 | 13 |
Manning & Napier Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
WEDBUSH SECURITIES INC | 9 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 13 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 13 |
Prestige Wealth Management Group LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Country Club Trust Company, n.a. | 10 | 3 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q4 2021 | 13 |
WHITTIER TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2021 | 13 |
AVIVA PLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 4.56% | 5.93% | 6.92% | Q4 2020 | Q3 2023 | 12 |
LS Investment Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Gotham Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.01% | 0.06% | 0.15% | Q2 2018 | Q3 2022 | 12 |
LAKE STREET FINANCIAL LLC | 12 | 12 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q4 2021 | 12 |
PROSPECTOR PARTNERS LLC | 12 | 12 | 0.10% | 0.45% | 0.75% | Q2 2018 | Q1 2021 | 12 |
Anchor Investment Management, LLC | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 12 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q2 2023 | 12 |
Citadel Investment Advisory, Inc. | 12 | 12 | 0.27% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Rehmann Capital Advisory Group | 10 | 2 | 0.00% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 12 |
PRICE MICHAEL F | 12 | 12 | 0.29% | 0.95% | 1.45% | Q4 2018 | Q3 2021 | 12 |
PICTET ASSET MANAGEMENT LTD | 8 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 12 |
GLENMEDE TRUST CO NA | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 12 |
ASSETMARK, INC | 11 | 1 | 0.00% | 0.06% | 0.18% | Q4 2019 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.56% | 0.82% | 1.27% | Q4 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PROFUND ADVISORS LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 12 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 10 | 10 | 0.00% | 0.57% | 1.03% | Q2 2018 | Q3 2020 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 1.73% | 2.80% | 4.19% | Q4 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.07% | 0.19% | Q1 2019 | Q2 2023 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 12 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 11 |
THOMPSON SIEGEL & WALMSLEY LLC | 11 | 11 | 0.00% | 0.76% | 1.39% | Q2 2018 | Q4 2020 | 11 |
Prana Capital Management, LP | 9 | 1 | 0.34% | 2.56% | 6.21% | Q2 2018 | Q1 2023 | 11 |
Walleye Capital LLC | 6 | 2 | 0.00% | 0.02% | 0.09% | Q2 2021 | Q3 2023 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Alberta Investment Management Corp | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Allworth Financial LP | 7 | 4 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.38% | 0.63% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Ceredex Value Advisors LLC | 8 | 3 | 0.08% | 0.43% | 0.77% | Q4 2020 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 11 |
Boston Trust Walden Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 11 |
TCI Wealth Advisors, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 11 |
Baillie Gifford | 11 | 11 | 0.15% | 0.25% | 0.34% | Q2 2018 | Q4 2020 | 11 |
MACKAY SHIELDS LLC | 8 | 3 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2021 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.17% | 0.50% | Q1 2021 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.03% | 0.12% | 0.35% | Q2 2018 | Q3 2023 | 11 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 11 |
Geneos Wealth Management Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
PHILADELPHIA TRUST CO | 11 | 11 | 0.05% | 0.37% | 1.02% | Q2 2018 | Q4 2020 | 11 |
Ruffer LLP | 11 | 11 | 0.10% | 0.84% | 1.67% | Q2 2018 | Q4 2020 | 11 |
Global Retirement Partners, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Aperio Group, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
MASON STREET ADVISORS, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2020 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Dalton Investments LLC | 11 | 11 | 0.11% | 0.60% | 1.15% | Q2 2018 | Q4 2020 | 11 |
MILLER HOWARD INVESTMENTS INC /NY | 11 | 11 | 1.50% | 1.85% | 2.32% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
TCW GROUP INC | 11 | 11 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
EATON VANCE MANAGEMENT | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 3 | 0.01% | 0.06% | 0.09% | Q3 2020 | Q1 2023 | 10 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.05% | 0.09% | 0.14% | Q3 2018 | Q2 2023 | 10 |
Willis Investment Counsel | 10 | 10 | 0.07% | 0.34% | 2.32% | Q2 2018 | Q3 2020 | 10 |
Johnson Financial Group, Inc. | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 10 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 10 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Apexium Financial, LP | 5 | 5 | 0.02% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 10 |
SANDERS MORRIS HARRIS LLC | 10 | 10 | 0.00% | 0.76% | 1.70% | Q2 2018 | Q3 2020 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2020 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q1 2022 | 10 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2018 | Q3 2020 | 10 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.03% | 0.15% | 0.26% | Q2 2018 | Q3 2023 | 10 |
MOODY ALDRICH PARTNERS LLC | 6 | 4 | 0.04% | 0.16% | 0.43% | Q1 2021 | Q3 2023 | 10 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 10 |
MARKSTON INTERNATIONAL LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 10 |
WINTON GROUP Ltd | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 4 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 10 |
Radnor Capital Management, LLC | 8 | 2 | 0.12% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Raymond James Financial Services Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q4 2021 | 10 |
Carroll Financial Associates, Inc. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Kingsview Wealth Management, LLC | 6 | 4 | 0.08% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
AGF INVESTMENTS INC. | 7 | 3 | 0.00% | 0.06% | 0.11% | Q1 2020 | Q3 2022 | 10 |
Invst, LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q2 2022 | 10 |
AMERICAN FINANCIAL GROUP INC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2020 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 10 |
Voya Financial Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
BRINKER CAPITAL INC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Sutton Wealth Advisors Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 9 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 9 |
AJ WEALTH STRATEGIES, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Teza Capital Management LLC | 4 | 1 | 0.07% | 0.20% | 0.55% | Q4 2019 | Q4 2022 | 9 |
Vident Investment Advisory, LLC | 8 | 1 | 0.06% | 0.08% | 0.12% | Q2 2018 | Q2 2022 | 9 |
HMS Capital Management, LLC | 9 | 9 | 0.15% | 0.21% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Sunbelt Securities, Inc. | 9 | 9 | 0.01% | 0.09% | 0.17% | Q2 2018 | Q2 2020 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 3 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q2 2023 | 9 |
WADE G W & INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 9 | 9 | 0.23% | 0.38% | 0.68% | Q3 2018 | Q3 2020 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2022 | 9 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 9 |
Moon Capital Management, LLC | 9 | 9 | 0.04% | 3.42% | 4.22% | Q2 2018 | Q2 2020 | 9 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2021 | 9 |
Sterneck Capital Management, LLC | 9 | 9 | 0.15% | 0.18% | 0.21% | Q3 2018 | Q3 2020 | 9 |
NewSquare Capital LLC | 5 | 4 | 0.00% | 0.20% | 0.50% | Q3 2018 | Q1 2022 | 9 |
Harvest Fund Management Co., Ltd | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
Leith Wheeler Investment Counsel Ltd. | 8 | 1 | 0.24% | 1.27% | 3.01% | Q1 2019 | Q3 2021 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 9 | 9 | 0.13% | 0.21% | 0.27% | Q3 2021 | Q3 2023 | 9 |
Carnegie Capital Asset Management, LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Bard Financial Services, Inc. | 9 | 9 | 0.03% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Artemis Investment Management LLP | 5 | 2 | 0.01% | 0.21% | 0.47% | Q2 2018 | Q4 2021 | 9 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
ALGERT GLOBAL LLC | 9 | 9 | 0.04% | 0.13% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Kiwi Wealth Investments Limited Partnership | 9 | 9 | 0.06% | 0.14% | 0.22% | Q2 2021 | Q2 2023 | 9 |
Janney Montgomery Scott LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
Edgestream Partners, L.P. | 9 | 9 | 0.06% | 0.21% | 0.44% | Q3 2021 | Q3 2023 | 9 |
MACKENZIE FINANCIAL CORP | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 9 |
BARR E S & CO | 9 | 9 | 0.03% | 0.72% | 1.53% | Q2 2018 | Q2 2020 | 9 |
DekaBank Deutsche Girozentrale | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 9 |
Pinnacle Bancorp, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 9 |
MCF Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.02% | 0.07% | 0.15% | Q3 2021 | Q3 2023 | 9 |
BROOKTREE CAPITAL MANAGEMENT | 9 | 9 | 1.48% | 1.79% | 2.71% | Q4 2019 | Q4 2021 | 9 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Asset Management One Co., Ltd. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
AdvisorNet Financial, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BALASA DINVERNO & FOLTZ LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 8 |
B. Riley Wealth Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Pearl River Capital, LLC | 4 | 1 | 0.02% | 0.12% | 0.21% | Q4 2018 | Q1 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IFM Investors Pty Ltd | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 8 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.05% | 0.14% | Q2 2020 | Q4 2021 | 8 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Cipher Capital LP | 3 | 1 | 0.05% | 0.25% | 0.86% | Q2 2018 | Q3 2023 | 8 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
NATIXIS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 8 |
Price Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 8 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 8 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2020 | 8 |
ROYCE & ASSOCIATES LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Cooper Financial Group | 4 | 4 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 2.32% | 2.66% | 3.00% | Q4 2021 | Q3 2023 | 8 |
Sageworth Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Intrinsic Value Partners, LLC | 8 | 8 | 1.25% | 1.42% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Quinn Opportunity Partners LLC | 8 | 8 | 0.13% | 0.17% | 0.23% | Q1 2019 | Q4 2020 | 8 |
BAMCO INC /NY/ | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SHUFRO ROSE & CO LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 8 |
DnB Asset Management AS | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Checchi Capital Advisers, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Delta Investment Management, LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q2 2020 | Q1 2022 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q4 2020 | 8 |
Ellevest, Inc. | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Huber Capital Management LLC | 8 | 8 | 0.06% | 0.15% | 0.32% | Q1 2021 | Q4 2022 | 8 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
PRUDENTIAL PLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
WRIGHT INVESTORS SERVICE INC | 6 | 2 | 0.14% | 0.27% | 0.59% | Q4 2020 | Q4 2022 | 8 |
BRANDES INVESTMENT PARTNERS, LP | 8 | 8 | 0.08% | 0.98% | 1.36% | Q2 2018 | Q1 2020 | 8 |
Livforsakringsbolaget Skandia, Omsesidigt | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Diversified Trust Co | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
AUA CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
LMR Partners LLP | 6 | 2 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2020 | 8 |
Balentine LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Arlington Value Capital | 8 | 8 | 4.71% | 5.61% | 6.35% | Q2 2018 | Q1 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.03% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Ethic Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PECAUT & CO. | 5 | 3 | 0.09% | 0.26% | 0.57% | Q2 2018 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
OAKBROOK INVESTMENTS LLC | 7 | 7 | 0.02% | 0.04% | 0.12% | Q2 2018 | Q4 2019 | 7 |
CIBC WORLD MARKETS CORP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 7 |
Korea Investment CORP | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
CPWM, LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Sigma Planning Corp | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 7 |
Claret Asset Management Corp | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2018 | Q4 2019 | 7 |
RK Asset Management, LLC | 7 | 7 | 4.99% | 5.78% | 6.35% | Q2 2018 | Q4 2019 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
AJO, LP | 4 | 3 | 0.00% | 0.29% | 0.82% | Q2 2018 | Q4 2020 | 7 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
REDMONT WEALTH ADVISORS LLC | 7 | 7 | 0.23% | 0.95% | 1.54% | Q1 2022 | Q3 2023 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LOOMIS SAYLES & CO L P | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Sculati Wealth Management, LLC | 7 | 7 | 0.17% | 0.64% | 0.83% | Q3 2021 | Q1 2023 | 7 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Dana Investment Advisors, Inc. | 7 | 7 | 0.02% | 0.07% | 0.08% | Q3 2020 | Q1 2022 | 7 |
Redwood Investment Management, LLC | 4 | 3 | 0.17% | 0.43% | 0.79% | Q1 2021 | Q1 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 5 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q4 2021 | 7 |
BECKER CAPITAL MANAGEMENT INC | 7 | 7 | 0.53% | 0.69% | 0.79% | Q2 2018 | Q4 2019 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 0.34% | 0.37% | 0.41% | Q1 2022 | Q3 2023 | 7 |
SMH CAPITAL ADVISORS INC | 7 | 7 | 0.30% | 0.59% | 1.49% | Q1 2022 | Q3 2023 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Andra AP-fonden | 5 | 2 | 0.14% | 0.16% | 0.19% | Q2 2018 | Q1 2020 | 7 |
BROWN BROTHERS HARRIMAN & CO | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Hexagon Capital Partners LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 7 |
APG Asset Management N.V. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 7 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 7 | 7 | 8.14% | 10.85% | 13.61% | Q3 2021 | Q1 2023 | 7 |
Gillson Capital LP | 6 | 1 | 0.50% | 1.06% | 2.44% | Q3 2021 | Q3 2023 | 7 |
Parsec Financial Management, Inc. | 7 | 7 | 0.02% | 0.08% | 0.15% | Q3 2021 | Q1 2023 | 7 |
Tacita Capital Inc | 7 | 7 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
Alaska Permanent Fund Corp | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q4 2022 | 7 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.19% | 0.28% | 0.38% | Q2 2018 | Q4 2019 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Amundi | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 3 | 0.03% | 0.45% | 0.98% | Q3 2021 | Q3 2023 | 7 |
Municipal Employees' Retirement System of Michigan | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2020 | 7 |
PITCAIRN CO | 7 | 7 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 7 |
CONNABLE OFFICE INC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Convergence Investment Partners, LLC | 6 | 1 | 0.17% | 0.64% | 0.79% | Q1 2021 | Q4 2022 | 7 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.07% | 0.15% | Q3 2020 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Stieven Capital Advisors, L.P. | 7 | 7 | 1.54% | 2.73% | 4.84% | Q2 2018 | Q4 2019 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
BANK OF HAWAII | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2020 | 6 |
WOLFF WIESE MAGANA LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.07% | 0.20% | Q3 2020 | Q2 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.03% | 0.12% | 0.28% | Q4 2020 | Q1 2023 | 6 |
SEARLE & CO. | 3 | 1 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.03% | 0.05% | 0.14% | Q3 2018 | Q4 2019 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.03% | 0.07% | 0.11% | Q1 2022 | Q2 2023 | 6 |
DUALITY ADVISERS, LP | 3 | 1 | 0.03% | 0.17% | 0.35% | Q4 2018 | Q1 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bragg Financial Advisors, Inc | 6 | 6 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q3 2019 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
TBH Global Asset Management, LLC | 4 | 2 | 0.12% | 0.27% | 0.38% | Q4 2019 | Q4 2022 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Quantinno Capital Management LP | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 3 | 1 | 0.12% | 0.24% | 0.41% | Q2 2018 | Q3 2023 | 6 |
Permanens Capital L.P. | 4 | 1 | 0.00% | 0.05% | 0.07% | Q4 2018 | Q2 2023 | 6 |
Rampart Investment Management Company, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
ClariVest Asset Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Roundview Capital LLC | 6 | 6 | 0.05% | 0.12% | 0.24% | Q2 2018 | Q3 2019 | 6 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 6 |
SUN LIFE FINANCIAL INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
C M BIDWELL & ASSOCIATES LTD | 5 | 1 | 0.10% | 0.15% | 0.33% | Q3 2019 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Kentucky Retirement Systems | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Sterling Capital Management LLC | 6 | 6 | 0.73% | 0.86% | 0.93% | Q2 2018 | Q3 2019 | 6 |
Cambria Investment Management, L.P. | 6 | 6 | 0.03% | 0.36% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.06% | 0.10% | 0.15% | Q2 2021 | Q3 2022 | 6 |
Oppenheimer & Close, LLC | 6 | 6 | 0.29% | 0.98% | 2.38% | Q4 2018 | Q1 2020 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Interval Partners, LP | 3 | 1 | 0.05% | 0.11% | 0.15% | Q3 2018 | Q3 2023 | 6 |
SEEYOND | 6 | 6 | 0.02% | 0.18% | 0.89% | Q4 2018 | Q1 2020 | 6 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 6 |
DCM Advisors, LLC | 6 | 6 | 0.30% | 0.76% | 1.18% | Q4 2020 | Q1 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.24% | 1.08% | Q3 2020 | Q2 2023 | 6 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Karp Capital Management Corp | 5 | 5 | 0.61% | 0.71% | 0.82% | Q1 2021 | Q1 2022 | 5 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 5 |
ASPIRIANT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
US Asset Management LLC | 2 | 1 | 0.13% | 0.14% | 0.15% | Q3 2021 | Q1 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Horizon Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.03% | 0.12% | 0.22% | Q3 2018 | Q3 2019 | 5 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 5 |
PINNACLE ASSOCIATES LTD | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 5 |
WAFRA INC. | 5 | 5 | 0.20% | 0.32% | 0.48% | Q2 2018 | Q2 2019 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
CX Institutional | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
SENTRY INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Amica Retiree Medical Trust | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
BURNEY CO/ | 5 | 5 | 0.01% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.02% | 0.20% | 0.73% | Q2 2018 | Q2 2019 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.01% | 0.12% | 0.20% | Q4 2018 | Q2 2022 | 5 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q1 2023 | 5 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Proficio Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Cove Street Capital, LLC | 5 | 5 | 0.53% | 0.80% | 1.09% | Q2 2018 | Q2 2019 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 5 |
MYDA Advisors LLC | 4 | 4 | 0.13% | 0.53% | 1.04% | Q1 2021 | Q4 2021 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.16% | 0.32% | Q1 2020 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 5 |
Quantedge Capital Pte Ltd | 5 | 5 | 0.11% | 0.79% | 1.78% | Q2 2021 | Q2 2022 | 5 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 2 | 0.02% | 0.16% | 0.32% | Q4 2019 | Q3 2023 | 5 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 5 |
Chevy Chase Trust Holdings, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q4 2023 | 5 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 5 | 5 | 0.13% | 0.19% | 0.41% | Q2 2018 | Q2 2019 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 5 | 5 | 0.72% | 1.09% | 1.27% | Q3 2018 | Q3 2019 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Belmont Capital, LLC | 5 | 5 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q1 2021 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Norinchukin Bank, The | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
AMICA MUTUAL INSURANCE CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.17% | 0.23% | 0.36% | Q2 2018 | Q3 2019 | 5 |
Symmetry Partners, LLC | 5 | 5 | 0.03% | 0.09% | 0.13% | Q1 2021 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Mn Services Vermogensbeheer B.V. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
Berkshire Hathaway | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
State of Wyoming | 5 | 5 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 5 |
BRIDGES INVESTMENT MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2019 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.08% | 0.18% | Q3 2018 | Q4 2022 | 5 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.09% | 0.85% | 1.09% | Q2 2021 | Q2 2022 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2022 | 5 |
Stonebridge Capital Advisors LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.03% | 0.08% | 0.20% | Q4 2020 | Q4 2021 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.08% | 0.46% | 0.61% | Q1 2021 | Q4 2022 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 5 |
Carmel Capital Partners, LLC | 5 | 5 | 0.20% | 0.27% | 0.35% | Q3 2022 | Q3 2023 | 5 |
Banque Cantonale Vaudoise | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 5 |
QS Investors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2018 | Q1 2021 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INR ADVISORY SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q1 2019 | 4 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q2 2019 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.23% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q4 2021 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2018 | Q3 2019 | 4 |
First Heartland Consultants, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.03% | 0.21% | 0.44% | Q2 2018 | Q1 2019 | 4 |
COUNTRY CLUB BANK /GFN | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
IBM Retirement Fund | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Cetera Advisor Networks LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 4 |
Shay Capital LLC | 2 | 1 | 0.15% | 0.43% | 0.73% | Q4 2020 | Q2 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.46% | 0.51% | 0.58% | Q4 2021 | Q3 2022 | 4 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.14% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.03% | 0.06% | 0.13% | Q1 2022 | Q2 2023 | 4 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
USCA RIA LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2019 | 4 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.25% | 0.40% | Q4 2022 | Q3 2023 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q2 2021 | Q1 2022 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
BBR PARTNERS, LLC | 4 | 4 | 0.03% | 0.12% | 0.17% | Q4 2018 | Q3 2019 | 4 |
CHICAGO TRUST Co NA | 4 | 4 | 0.06% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q2 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.25% | 0.35% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
BOWEN HANES & CO INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Bowling Portfolio Management LLC | 4 | 4 | 0.40% | 0.43% | 0.44% | Q1 2021 | Q4 2021 | 4 |
Birch Run Capital Advisors, LP | 4 | 4 | 1.22% | 1.40% | 1.63% | Q1 2019 | Q4 2019 | 4 |
Sciencast Management LP | 1 | 1 | 0.05% | 0.15% | 0.21% | Q1 2019 | Q1 2021 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 4 |
CLEAR STREET MARKETS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Warther Private Wealth, LLC | 4 | 4 | 0.26% | 0.42% | 0.54% | Q3 2021 | Q2 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
River Road Asset Management, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q2 2018 | Q1 2019 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 4 |
TEACHERS ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Banco Santander, S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2021 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
AM INVESTMENT STRATEGIES LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q4 2022 | 4 |
DENALI ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.86% | 0.94% | 1.05% | Q4 2020 | Q3 2021 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.15% | 0.23% | Q4 2019 | Q4 2021 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.04% | 0.09% | 0.21% | Q4 2021 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tweedy, Browne Co LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Laffer Tengler Investments, Inc. | 4 | 4 | 0.42% | 0.44% | 0.48% | Q2 2018 | Q1 2019 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 2.92% | 3.45% | 3.98% | Q4 2022 | Q3 2023 | 4 |
CIGNA INVESTMENTS INC /NEW | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
MMA ASSET MANAGEMENT LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q2 2021 | Q4 2021 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Dai-ichi Life Insurance Company, Ltd | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Kestra Advisory Services, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
BP PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Inspire Investing, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2021 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 3 |
Virtus Family Office LLC | 3 | 3 | 2.11% | 2.31% | 2.57% | Q3 2022 | Q1 2023 | 3 |
Cerity Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q1 2022 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q2 2019 | 3 |
FIRST HORIZON CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Quantitative Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.26% | 0.43% | 0.54% | Q1 2023 | Q3 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2020 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Versor Investments LP | 2 | 1 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 3 |
Fairholme Capital Management | 3 | 3 | 0.09% | 0.18% | 0.24% | Q2 2018 | Q4 2018 | 3 |
Evolution Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 0.02% | 0.07% | 0.12% | Q2 2018 | Q2 2019 | 3 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 3 | 1.60% | 1.68% | 1.72% | Q2 2018 | Q4 2018 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q3 2021 | 3 |
COOKSON PEIRCE & CO INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.18% | 0.29% | 0.41% | Q4 2020 | Q3 2023 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
BAILARD, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
TrinityPoint Wealth, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2021 | Q1 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Abbrea Capital, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q3 2021 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 3 | 3 | 0.36% | 0.39% | 0.41% | Q3 2019 | Q1 2020 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 0.24% | 0.39% | Q1 2020 | Q1 2021 | 3 |
WASHINGTON TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.08% | 0.10% | 0.12% | Q2 2018 | Q4 2021 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Monarch Partners Asset Management LLC | 2 | 1 | 0.69% | 1.11% | 1.62% | Q2 2018 | Q3 2022 | 3 |
ISTHMUS PARTNERS, LLC | 2 | 1 | 0.01% | 0.10% | 0.28% | Q2 2018 | Q1 2019 | 3 |
Jackson Creek Investment Advisors LLC | 3 | 3 | 0.14% | 0.18% | 0.21% | Q4 2020 | Q2 2021 | 3 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q1 2023 | 3 |
Kaizen Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q3 2021 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.01% | 0.13% | 0.22% | Q3 2020 | Q2 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Autumn Glory Partners, LLC | 3 | 3 | 0.21% | 0.32% | 0.50% | Q4 2021 | Q2 2022 | 3 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2018 | 3 |
Perpetual Ltd | 3 | 3 | 0.17% | 0.36% | 0.65% | Q1 2020 | Q3 2020 | 3 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 3 | 3 | 0.59% | 1.20% | 1.58% | Q2 2018 | Q4 2018 | 3 |
Argent Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2021 | 3 |
Edmonds Duncan Registered Investment Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Horizon Kinetics | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Luxor Capital Group, LP | 1 | 1 | 0.21% | 0.58% | 1.29% | Q1 2021 | Q3 2021 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 0.10% | 1.67% | 2.64% | Q4 2021 | Q2 2022 | 3 |
Moab Capital Partners | 3 | 3 | 1.42% | 2.08% | 2.44% | Q2 2018 | Q4 2018 | 3 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
BOK Financial Private Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Tredje AP-fonden | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2019 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
DELPHI MANAGEMENT INC /MA/ | 3 | 3 | 0.90% | 0.94% | 1.02% | Q2 2021 | Q4 2021 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.45% | 0.45% | 0.46% | Q4 2020 | Q2 2021 | 2 |
Orion Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Redpoint Investment Management Pty Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.09% | 0.13% | Q1 2021 | Q1 2021 | 2 |
Liberty Mutual Group Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
WULFF, HANSEN & CO. | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2021 | Q1 2022 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.05% | 0.09% | Q2 2018 | Q2 2020 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Abacus Planning Group, Inc. | 2 | 2 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Qsemble Capital Management, LP | 1 | 1 | 0.14% | 0.27% | 0.40% | Q1 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cutter & CO Brokerage, Inc. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Integrated Advisors Network LLC | 1 | 1 | 0.02% | 0.16% | 0.30% | Q3 2021 | Q4 2022 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Gibraltar Capital Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Paradigm Financial Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2022 | Q2 2022 | 2 |
Grace Capital | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q3 2018 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
WealthStone, Inc. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2019 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.36% | 0.37% | 0.37% | Q1 2023 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2021 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
FORA Capital, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q2 2021 | Q3 2021 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Wellington Shields & Co., LLC | 2 | 2 | 0.39% | 0.39% | 0.39% | Q2 2018 | Q3 2018 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Meeder Advisory Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.22% | 0.25% | 0.28% | Q2 2018 | Q3 2018 | 2 |
Ascent Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2021 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 1.04% | 1.08% | 1.12% | Q3 2021 | Q4 2021 | 2 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q2 2020 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.06% | 0.06% | 0.07% | Q2 2019 | Q2 2020 | 2 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
JDM Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q3 2019 | 2 |
MAI Capital Management | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Qtron Investments LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q3 2019 | 2 |
XTX Topco Ltd | 2 | 2 | 0.10% | 0.16% | 0.22% | Q2 2022 | Q3 2022 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Homrich & Berg | 2 | 2 | 0.31% | 0.34% | 0.38% | Q2 2018 | Q3 2018 | 2 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
EHP Funds Inc. | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
DRW Securities, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 1.11% | 1.17% | 1.23% | Q1 2021 | Q2 2021 | 2 |
First Trust Bank, Ltd. | 2 | 2 | 7.89% | 9.62% | 11.34% | Q2 2018 | Q3 2018 | 2 |
Penn Mutual Asset Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.29% | 0.31% | 0.33% | Q2 2018 | Q3 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
PASTEL & ASSOCIES SA | 2 | 2 | 13.27% | 14.08% | 14.89% | Q2 2018 | Q3 2018 | 2 |
McAdam, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Zions Bancorporation | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
American Research & Management Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Cerebellum GP, LLC | 2 | 2 | 0.26% | 0.28% | 0.29% | Q2 2018 | Q3 2018 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.17% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2020 | 2 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q4 2021 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q3 2018 | Q3 2019 | 2 |
INSIGHT 2811, INC. | 2 | 2 | 0.19% | 0.21% | 0.22% | Q2 2018 | Q3 2018 | 2 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q4 2018 | 2 |
RVW Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Phoenix Holdings Ltd. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q4 2019 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 5.68% | 7.08% | 8.47% | Q2 2020 | Q3 2020 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2019 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
CLINTON GROUP INC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2018 | Q3 2018 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
EA Series Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMI INVESTMENT MANAGEMENT INC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Taika Capital, LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2021 | Q4 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2020 | Q1 2020 | 1 |
Vontobel Holding Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2018 | Q3 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FOURPOINTS Investment Managers, S.A.S. | 1 | 1 | 13.14% | 13.14% | 13.14% | Q4 2018 | Q4 2018 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
New Century Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2023 | Q3 2023 | 1 |
Vestcor Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Crestline Management, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2018 | Q2 2018 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2018 | Q2 2018 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Intersect Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
BI Asset Management Fondsmaeglerselskab A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
PenderFund Capital Management Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2023 | Q1 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Oak Thistle LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Azora Capital LP | 1 | 1 | 2.43% | 2.43% | 2.43% | Q1 2023 | Q1 2023 | 1 |
Manteio Capital LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2019 | Q1 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Maple Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
1492 Capital Management LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2021 | Q2 2021 | 1 |
NKCFO LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Corsair Capital Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Global X Management CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
AXS Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2021 | Q3 2021 | 1 |
Maple Rock Capital Partners | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2022 | Q1 2022 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EAM Global Investors LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
BENJAMIN EDWARDS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
HGI Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2021 | Q1 2021 | 1 |
MKT Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UNIO CAPITAL LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Index Fund Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Steinberg Global Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Soros Fund Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Full18 Capital LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2021 | Q3 2021 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
JB Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BFSG, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lingohr Asset Management GmbH | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2022 | Q1 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Golden Green, Inc. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2021 | Q4 2021 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own JEFFERIES FINL GROUP INC or have owned JEFFERIES FINL GROUP INC in the past.