Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 70 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.08% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.01% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 31 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ALLIANCEBERNSTEIN L.P. | 38 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
DELTEC ASSET MANAGEMENT LLC | 36 | 5 | 0.05% | 0.23% | 0.46% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 26 | 4 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
DekaBank Deutsche Girozentrale | 33 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
Employees Retirement System of Texas | 32 | 8 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 40 |
MORGAN STANLEY | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
CREDIT SUISSE AG/ | 16 | 7 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 25 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 32 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.00% | 0.02% | Q1 2012 | Q3 2023 | 36 |
ALTRINSIC GLOBAL ADVISORS LLC | 18 | 18 | 0.01% | 0.69% | 2.53% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 36 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 24 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Citadel Advisors | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.05% | 0.13% | Q2 2015 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 29 | 5 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 33 |
LSV ASSET MANAGEMENT | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
BARCLAYS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
SIGNATUREFD, LLC | 26 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 32 | 32 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 32 |
THOMAS WHITE INTERNATIONAL LTD | 24 | 8 | 0.03% | 1.10% | 2.08% | Q4 2013 | Q2 2023 | 32 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Orbis Allan Gray Ltd | 31 | 31 | 0.05% | 0.10% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q4 2020 | 31 |
NEW YORK STATE COMMON RETIREMENT FUND | 31 | 31 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2020 | 31 |
AXA S.A. | 25 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 31 |
GUGGENHEIM CAPITAL LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 30 |
Legal & General Group Plc | 17 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 30 |
Freedom Investment Management, Inc. | 29 | 29 | 0.02% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
JAMES INVESTMENT RESEARCH INC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 29 |
ASSETMARK, INC | 29 | 29 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q4 2022 | 29 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.06% | 0.22% | Q3 2016 | Q3 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Fisher Asset Management, LLC | 23 | 5 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 28 |
GREENLEAF TRUST | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Connor, Clark & Lunn Investment Management Ltd. | 17 | 10 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 27 |
GLENMEDE TRUST CO NA | 15 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 27 |
ClearBridge Investments | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.04% | 0.14% | 0.33% | Q3 2016 | Q3 2023 | 26 |
AVIVA PLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
STIFEL FINANCIAL CORP | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
FIFTH THIRD BANCORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
World Asset Management Inc | 25 | 25 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 25 |
BANK OF MONTREAL /CAN/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Mittleman Investment Management | 24 | 24 | 3.87% | 9.27% | 12.40% | Q2 2013 | Q1 2019 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
Strategic Global Advisors, LLC | 12 | 12 | 0.05% | 0.67% | 1.79% | Q4 2016 | Q4 2022 | 24 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 23 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 22 |
Grantham, Mayo, Van Otterloo & Co. LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Trinity Street Asset Management LLP | 22 | 22 | 4.04% | 9.58% | 15.12% | Q2 2018 | Q3 2023 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
PZENA INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
JFS WEALTH ADVISORS, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 21 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 2 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 21 |
Gilman Hill Asset Management, LLC | 21 | 21 | 0.31% | 0.56% | 0.83% | Q3 2018 | Q3 2023 | 21 |
Smithfield Trust Co | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.37% | 0.85% | 1.46% | Q3 2018 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
BRANDES INVESTMENT PARTNERS, LP | 19 | 19 | 0.02% | 0.08% | 0.13% | Q4 2012 | Q2 2017 | 19 |
NATIXIS ADVISORS, L.P. | 15 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
DREMAN VALUE MANAGEMENT, L L C | 15 | 4 | 0.00% | 0.21% | 0.58% | Q2 2013 | Q1 2018 | 19 |
Parkside Financial Bank & Trust | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 19 |
ARGA Investment Management, LP | 17 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 19 |
RAYMOND JAMES & ASSOCIATES | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 11 | 8 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Boston Partners | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ADVISORY RESEARCH INC | 12 | 6 | 0.01% | 0.59% | 1.26% | Q2 2017 | Q3 2023 | 18 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
RENAISSANCE GROUP LLC | 12 | 5 | 0.28% | 0.46% | 0.68% | Q1 2017 | Q4 2022 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Hexavest Inc. | 6 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 17 |
EAGLE ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2017 | 17 |
HARVARD MANAGEMENT CO INC | 16 | 16 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q1 2017 | 16 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 16 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Russell Investments Group, Ltd. | 14 | 2 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
Advisors Asset Management, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 15 |
Ethic Inc. | 14 | 1 | 0.08% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 15 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Daiwa Securities Group Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 14 |
ADVISOR PARTNERS LLC | 13 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q2 2022 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.03% | 0.09% | 0.16% | Q2 2020 | Q3 2023 | 14 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FMR LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 14 |
Gemmer Asset Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.04% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 14 |
ROYAL LONDON ASSET MANAGEMENT LTD | 14 | 14 | 0.01% | 0.13% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Ballentine Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Candriam S.C.A. | 10 | 3 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2021 | 13 |
Somerset Capital Management LLP | 13 | 13 | 0.32% | 3.65% | 42.08% | Q4 2020 | Q4 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.05% | 0.10% | 0.35% | Q1 2018 | Q1 2021 | 13 |
Wealthspire Advisors, L.P. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
HUNTINGTON NATIONAL BANK | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2010 | Q3 2023 | 13 |
KCS Wealth Advisory | 7 | 1 | 0.06% | 0.24% | 0.48% | Q4 2017 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
TODD ASSET MANAGEMENT LLC | 11 | 1 | 0.06% | 0.37% | 0.59% | Q2 2017 | Q3 2023 | 13 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.15% | 0.21% | 0.28% | Q4 2020 | Q3 2023 | 12 |
AdvisorNet Financial, Inc | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.03% | 0.08% | 0.14% | Q2 2017 | Q3 2023 | 12 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
JBF Capital, Inc. | 4 | 1 | 0.02% | 0.07% | 0.17% | Q1 2019 | Q2 2023 | 12 |
OFI Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2012 | Q3 2015 | 12 |
AGF INVESTMENTS INC. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Hemenway Trust Co LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q1 2013 | Q4 2015 | 12 |
Allianz Asset Management GmbH | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Avalon Investment & Advisory | 7 | 4 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q4 2021 | 11 |
Pacer Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q3 2023 | 11 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 11 |
ORBIS HOLDINGS LTD | 11 | 11 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2015 | 11 |
Corient Capital Partners, LLC | 7 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2022 | 11 |
ANTIPODES PARTNERS Ltd | 11 | 11 | 0.37% | 2.12% | 5.70% | Q4 2016 | Q2 2019 | 11 |
SEGALL BRYANT & HAMILL, LLC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 11 |
Advisory Services Network, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 11 |
Tradewinds Global Investors, LLC | 10 | 10 | 0.72% | 2.12% | 2.71% | Q2 2013 | Q3 2015 | 10 |
FIL Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2023 | 10 |
Rehmann Capital Advisory Group | 7 | 3 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2019 | 10 |
SVB WEALTH LLC | 6 | 4 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Knights of Columbus Asset Advisors LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
AMERICAN NATIONAL INSURANCE CO | 9 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 10 |
FULTON BANK, N.A. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 10 |
Checchi Capital Advisers, LLC | 7 | 1 | 0.01% | 0.08% | 0.19% | Q4 2013 | Q4 2017 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LPL Financial LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 9 |
Fieldpoint Private Securities, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2022 | 9 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 9 |
MSI Financial Services Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Numeric Investors LLC | 7 | 2 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q4 2017 | 9 |
Cresset Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 9 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 8 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 9 |
Asset Management One Co., Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Clark Capital Management Group, Inc. | 6 | 3 | 0.14% | 0.34% | 0.52% | Q2 2016 | Q2 2022 | 9 |
FIRST MERCANTILE TRUST CO | 9 | 9 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 9 |
AMERICAN INTERNATIONAL GROUP, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.08% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 9 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
FDx Advisors, Inc. | 5 | 3 | 0.01% | 0.04% | 0.18% | Q1 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2022 | 8 |
MACKENZIE FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Steward Partners Investment Advisory, LLC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 8 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
PDS Planning, Inc | 5 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Capital Research Global Investors | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
SUNTRUST BANKS INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NEWGATE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.44% | 1.24% | 1.89% | Q2 2013 | Q2 2016 | 8 |
Mosaic Family Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 8 |
Dorsey Wright & Associates | 7 | 1 | 0.44% | 0.98% | 1.50% | Q4 2016 | Q4 2020 | 8 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.39% | 0.46% | 0.52% | Q3 2016 | Q1 2018 | 7 |
B. Metzler seel. Sohn & Co. AG | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PEAK6 Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 7 |
GRATRY & Co LLC | 7 | 7 | 0.17% | 1.13% | 1.62% | Q3 2016 | Q1 2018 | 7 |
Ativo Capital Management LLC | 7 | 7 | 0.06% | 0.26% | 0.59% | Q1 2017 | Q3 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
HighTower Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 7 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 7 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 7 |
abrdn plc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.07% | 1.00% | 1.52% | Q1 2017 | Q3 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.47% | 2.75% | Q3 2015 | Q2 2022 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Israel Discount Bank of New York | 7 | 7 | 0.00% | 0.06% | 0.07% | Q1 2017 | Q3 2018 | 7 |
AMP Capital Investors Ltd | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 7 |
Mizuho Trust & Banking Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 7 |
BlackRock Institutional Trust Company, N.A. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 7 |
Icon Wealth Partners, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2017 | Q1 2019 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
LOGAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q4 2018 | 6 |
Solstein Capital, LLC | 6 | 6 | 0.07% | 0.32% | 0.51% | Q2 2022 | Q3 2023 | 6 |
GAM Holding AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2017 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 6 |
FARMERS & MERCHANTS INVESTMENTS INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WESTPAC BANKING CORP | 4 | 2 | 0.05% | 0.07% | 0.10% | Q3 2013 | Q1 2015 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2019 | 6 |
American Portfolios Advisors | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 6 |
Segantii Capital Management Ltd | 6 | 6 | 0.14% | 0.56% | 1.43% | Q4 2013 | Q1 2015 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.00% | 0.06% | 0.34% | Q4 2021 | Q3 2023 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.06% | 0.12% | Q3 2016 | Q3 2023 | 6 |
TCW GROUP INC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Lenox Wealth Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Csenge Advisory Group | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
MERCATOR ASSET MANAGEMENT L P | 5 | 5 | 1.01% | 2.13% | 4.12% | Q2 2014 | Q2 2015 | 5 |
Sky Investment Counsel Inc | 5 | 5 | 0.36% | 1.01% | 2.35% | Q2 2013 | Q2 2014 | 5 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
FINANCIAL COUNSELORS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2018 | 5 |
Harvest Fund Management Co., Ltd | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 4 | 1 | 0.00% | 0.20% | 0.97% | Q3 2018 | Q4 2019 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 5 |
Verition Fund Management LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2016 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 4 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Independent Portfolio Consultants, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Sensato Investors LLC | 3 | 1 | 0.19% | 0.32% | 0.45% | Q3 2016 | Q3 2017 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
BlackRock Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 4 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 4 |
Inspire Investing, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
OneAscent Wealth Management LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2022 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
rhino investment partners, Inc | 4 | 4 | 0.95% | 1.40% | 1.92% | Q2 2021 | Q1 2022 | 4 |
HERMES INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.12% | 0.15% | 0.20% | Q3 2017 | Q2 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NorthCoast Asset Management LLC | 4 | 4 | 0.16% | 0.18% | 0.21% | Q3 2017 | Q2 2018 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
AXIOM INVESTORS LLC /DE | 4 | 4 | 0.21% | 0.27% | 0.30% | Q2 2013 | Q1 2014 | 4 |
Allspring Global Investments Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Capital Asset Advisory Services LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 4 |
OLD NATIONAL BANCORP /IN/ | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
FLOW TRADERS U.S. LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
LORD, ABBETT & CO. LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.35% | 0.55% | 0.68% | Q4 2022 | Q3 2023 | 4 |
BSW Wealth Partners | 2 | 1 | 0.05% | 0.07% | 0.07% | Q1 2021 | Q4 2022 | 4 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q1 2021 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
DGS Capital Management, LLC | 3 | 3 | 0.17% | 0.26% | 0.32% | Q3 2022 | Q1 2023 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Intersect Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2017 | Q4 2018 | 3 |
RIVER GLOBAL INVESTORS LLP | 3 | 3 | 0.24% | 0.26% | 0.28% | Q2 2018 | Q4 2018 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.16% | 0.20% | 0.26% | Q4 2014 | Q2 2015 | 3 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 3 |
AIA Group Ltd | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q2 2017 | 3 |
Princeton Alpha Management LP | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2015 | Q4 2015 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
TRILOGY GLOBAL ADVISORS LP | 3 | 3 | 0.56% | 0.60% | 0.63% | Q2 2013 | Q4 2013 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q4 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Private Advisor Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Ashmore Group plc | 2 | 1 | 0.14% | 0.19% | 0.24% | Q1 2015 | Q1 2016 | 3 |
Quantinno Capital Management LP | 2 | 1 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2022 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 3 | 3 | 1.23% | 1.39% | 1.66% | Q3 2014 | Q1 2015 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.09% | 0.19% | Q2 2013 | Q2 2023 | 3 |
Nuveen Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.12% | 0.14% | 0.17% | Q1 2019 | Q1 2020 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2013 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Ninety One UK Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Capital Group Private Client Services, Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Virtus Family Office LLC | 2 | 2 | 0.62% | 0.66% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
OneAscent Financial Services LLC | 1 | 1 | 0.14% | 0.15% | 0.16% | Q2 2019 | Q1 2022 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q2 2020 | 2 |
LETKO, BROSSEAU & ASSOCIATES INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.05% | 0.56% | 1.08% | Q1 2022 | Q4 2022 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.43% | 0.48% | 0.53% | Q3 2022 | Q4 2022 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2019 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Capital International Investors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 2 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2016 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2015 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2018 | Q2 2018 | 2 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
DEERE & CO | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.15% | 0.31% | 0.46% | Q2 2013 | Q3 2014 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
ING GROEP NV | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TWO SIGMA ADVISERS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Compagnie Lombard Odier SCmA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Capital International, Inc./CA/ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2021 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Oaktree Fund Advisors, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2021 | Q2 2021 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Glovista Investments LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2013 | Q4 2013 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2019 | Q2 2019 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
CAPE COD FIVE CENTS SAVINGS BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ninety One North America, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
JANUS HENDERSON GROUP PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Liontrust Investment Partners LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
Mountain Lake Investment Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Mirae Asset Global Investments Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CONNING INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own KB FINANCIAL GROUP INC or have owned KB FINANCIAL GROUP INC in the past.