Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 62 |
Citadel Advisors | 21 | 21 | 0.00% | 0.01% | 0.09% | Q3 2018 | Q3 2023 | 60 |
WOLVERINE TRADING, LLC | 18 | 2 | 0.00% | 0.01% | 0.20% | Q3 2018 | Q3 2023 | 59 |
Walleye Trading LLC | 21 | 21 | 0.00% | 0.02% | 0.13% | Q3 2018 | Q3 2023 | 56 |
Cutler Group LLC / CA | 18 | 2 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 54 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.02% | 0.13% | Q3 2018 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 20 | 20 | 0.00% | 0.00% | 0.04% | Q4 2018 | Q3 2023 | 45 |
BARCLAYS PLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 45 |
CITIGROUP INC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 44 |
Parallax Volatility Advisers, L.P. | 10 | 9 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 21 | 21 | 0.00% | 0.01% | 0.07% | Q3 2018 | Q3 2023 | 40 |
UBS Group AG | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 38 |
M&T BANK CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 35 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 35 |
Twin Tree Management, LP | 17 | 1 | 0.00% | 0.01% | 0.10% | Q3 2018 | Q1 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 20 | 20 | 0.00% | 0.03% | 0.15% | Q4 2018 | Q3 2023 | 30 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 21 | 21 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 25 |
ROYAL BANK OF CANADA | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 25 |
BANK OF MONTREAL /CAN/ | 18 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q3 2023 | 24 |
HSBC HOLDINGS PLC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 23 |
CREDIT SUISSE AG/ | 21 | 21 | 0.00% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 23 |
Curbstone Financial Management Corp | 23 | 23 | 0.50% | 0.63% | 0.80% | Q2 2018 | Q4 2023 | 23 |
DnB Asset Management AS | 23 | 23 | 0.04% | 0.07% | 0.20% | Q2 2018 | Q4 2023 | 23 |
BEACH INVESTMENT COUNSEL INC/PA | 23 | 23 | 0.28% | 0.43% | 0.80% | Q2 2018 | Q4 2023 | 23 |
WELLS FARGO & COMPANY/MN | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 23 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 22 | 0.13% | 0.20% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Proficio Capital Partners LLC | 22 | 22 | 0.23% | 0.38% | 0.55% | Q2 2018 | Q3 2023 | 22 |
Private Capital Management, LLC | 22 | 22 | 4.08% | 5.77% | 7.17% | Q2 2018 | Q3 2023 | 22 |
Partners Group Holding AG | 22 | 22 | 1.03% | 3.30% | 4.83% | Q2 2018 | Q3 2023 | 22 |
Akre Capital Management | 22 | 22 | 3.14% | 4.81% | 9.05% | Q2 2018 | Q3 2023 | 22 |
Independent Advisor Alliance | 21 | 21 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 22 |
LEE DANNER & BASS INC | 22 | 22 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 0.07% | 0.13% | Q1 2016 | Q3 2023 | 22 |
HighTower Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 22 |
ValueAct Holdings | 22 | 22 | 11.18% | 16.45% | 21.74% | Q2 2018 | Q3 2023 | 22 |
Diversified Trust Co | 22 | 22 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2023 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.71% | 0.86% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Jackson Square Partners, LLC | 22 | 22 | 0.03% | 1.58% | 3.72% | Q2 2018 | Q3 2023 | 22 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 22 | 22 | 0.03% | 1.41% | 2.38% | Q2 2018 | Q3 2023 | 22 |
BECK MACK & OLIVER LLC | 22 | 22 | 0.03% | 0.16% | 0.39% | Q2 2018 | Q3 2023 | 22 |
ADELL HARRIMAN & CARPENTER INC | 22 | 22 | 0.22% | 0.91% | 1.46% | Q2 2018 | Q3 2023 | 22 |
CACTI ASSET MANAGEMENT LLC | 22 | 22 | 0.21% | 0.30% | 0.48% | Q3 2018 | Q4 2023 | 22 |
LPL Financial LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Geneos Wealth Management Inc. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Egerton Capital (UK) LLP | 21 | 21 | 0.79% | 1.67% | 2.43% | Q3 2018 | Q3 2023 | 21 |
Bollard Group LLC | 21 | 21 | 0.26% | 0.46% | 0.73% | Q3 2018 | Q3 2023 | 21 |
Legal & General Group Plc | 21 | 21 | 0.04% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 21 |
BlackRock Inc. | 21 | 21 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Stonehage Fleming Financial Services Holdings Ltd | 21 | 21 | 0.02% | 0.06% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Markel Corporation | 21 | 21 | 0.46% | 0.82% | 1.21% | Q3 2018 | Q3 2023 | 21 |
PUTNAM INVESTMENTS LLC | 21 | 21 | 0.05% | 0.22% | 0.56% | Q3 2018 | Q3 2023 | 21 |
GEODE CAPITAL MANAGEMENT, LLC | 21 | 21 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q3 2023 | 21 |
SEI INVESTMENTS CO | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
FINANCIAL COUNSELORS INC | 21 | 21 | 0.08% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 21 |
CHICKASAW CAPITAL MANAGEMENT LLC | 21 | 21 | 0.10% | 0.25% | 0.45% | Q3 2018 | Q3 2023 | 21 |
VANGUARD GROUP INC | 21 | 21 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Segment Wealth Management, LLC | 21 | 21 | 0.05% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 21 |
E&G Advisors, LP | 21 | 21 | 0.11% | 0.15% | 0.21% | Q3 2018 | Q3 2023 | 21 |
BROWN ADVISORY INC | 21 | 21 | 0.16% | 0.22% | 0.34% | Q3 2018 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
OPPENHEIMER & CO INC | 21 | 21 | 0.19% | 0.27% | 0.35% | Q3 2018 | Q3 2023 | 21 |
ClearBridge Investments | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 21 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FRANKLIN STREET ADVISORS INC /NC | 21 | 21 | 0.05% | 0.07% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Robeco Institutional Asset Management B.V. | 21 | 21 | 0.01% | 0.08% | 0.22% | Q3 2018 | Q3 2023 | 21 |
GAMCO INVESTORS, INC. ET AL | 21 | 21 | 0.07% | 0.16% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 21 | 21 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Invesco Ltd. | 21 | 21 | 0.00% | 0.11% | 0.25% | Q3 2018 | Q3 2023 | 21 |
Bank of New York Mellon Corp | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
AR ASSET MANAGEMENT INC | 21 | 21 | 0.15% | 0.23% | 0.34% | Q3 2018 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Hudson Way Capital Management LLC | 21 | 21 | 10.00% | 13.75% | 17.32% | Q3 2018 | Q3 2023 | 21 |
ProVise Management Group, LLC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
GABELLI FUNDS LLC | 21 | 21 | 0.14% | 0.28% | 0.43% | Q3 2018 | Q3 2023 | 21 |
LGT CAPITAL PARTNERS LTD. | 21 | 21 | 1.25% | 1.71% | 2.30% | Q3 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Endurance Wealth Management, Inc. | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 21 |
Diligent Investors, LLC | 21 | 21 | 0.10% | 0.17% | 0.26% | Q3 2018 | Q3 2023 | 21 |
STALEY CAPITAL ADVISERS INC | 21 | 21 | 0.06% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 21 |
Vulcan Value Partners, LLC | 21 | 21 | 4.77% | 6.01% | 6.98% | Q3 2018 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 17 | 4 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q4 2021 | 21 |
PALISADE CAPITAL MANAGEMENT, LP | 21 | 21 | 0.09% | 0.15% | 0.24% | Q3 2018 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Raymond James Financial Services Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Crescent Park Management, L.P. | 21 | 21 | 0.38% | 2.15% | 4.06% | Q3 2018 | Q3 2023 | 21 |
EQUITABLE TRUST CO | 21 | 21 | 0.15% | 0.34% | 0.60% | Q3 2018 | Q3 2023 | 21 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
PenderFund Capital Management Ltd. | 21 | 21 | 1.62% | 3.15% | 5.94% | Q3 2018 | Q3 2023 | 21 |
Matthew 25 Management Corp | 21 | 21 | 4.11% | 6.46% | 10.98% | Q3 2018 | Q3 2023 | 21 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 21 | 21 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Janney Montgomery Scott LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Private Wealth Partners, LLC | 21 | 21 | 0.75% | 0.91% | 1.23% | Q3 2018 | Q3 2023 | 21 |
Guinness Asset Management LTD | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.08% | 0.15% | Q3 2018 | Q3 2023 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.08% | 0.13% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Advisory Services Network, LLC | 13 | 8 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
CI INVESTMENTS INC. | 21 | 21 | 0.29% | 0.63% | 0.81% | Q3 2018 | Q3 2023 | 21 |
MCKINLEY CAPITAL MANAGEMENT LLC | 21 | 21 | 0.08% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 21 | 0.01% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.37% | 0.72% | 1.07% | Q3 2018 | Q3 2023 | 21 |
SOL Capital Management CO | 21 | 21 | 1.03% | 1.18% | 1.55% | Q3 2018 | Q3 2023 | 21 |
MORGAN STANLEY | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
INGALLS & SNYDER LLC | 21 | 21 | 0.09% | 0.11% | 0.17% | Q3 2018 | Q3 2023 | 21 |
US BANCORP \DE\ | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 21 | 21 | 0.00% | 0.00% | 0.04% | Q3 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Perennial Advisors, LLC | 21 | 21 | 1.30% | 1.82% | 2.52% | Q3 2018 | Q3 2023 | 21 |
Moors & Cabot, Inc. | 21 | 21 | 0.03% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
STATE STREET CORP | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
ROYCE & ASSOCIATES LP | 21 | 21 | 0.01% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Hodges Capital Management Inc. | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Linscomb & Williams, Inc. | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Creative Planning | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ALPS ADVISORS INC | 21 | 21 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q3 2023 | 21 |
FIFTH THIRD BANCORP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Bray Capital Advisors | 21 | 21 | 0.18% | 0.31% | 0.45% | Q3 2018 | Q3 2023 | 21 |
Dakota Wealth Management | 21 | 21 | 0.01% | 0.07% | 0.18% | Q3 2018 | Q3 2023 | 21 |
Mirador Capital Partners LP | 21 | 21 | 0.85% | 1.20% | 1.80% | Q3 2018 | Q3 2023 | 21 |
Focused Wealth Management, Inc | 21 | 21 | 0.00% | 0.08% | 0.58% | Q3 2018 | Q3 2023 | 21 |
Close Asset Management Ltd | 21 | 21 | 0.00% | 0.14% | 0.21% | Q3 2018 | Q3 2023 | 21 |
BROWN BROTHERS HARRIMAN & CO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
RAYMOND JAMES & ASSOCIATES | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Teton Advisors, Inc. | 21 | 21 | 0.20% | 0.52% | 1.15% | Q3 2018 | Q3 2023 | 21 |
MACQUARIE GROUP LTD | 21 | 21 | 0.11% | 0.19% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Ariel Investments | 21 | 21 | 0.46% | 1.56% | 2.19% | Q3 2018 | Q3 2023 | 21 |
NORTHERN TRUST CORP | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
ArrowMark Colorado Holdings LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LAZARD ASSET MANAGEMENT LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.02% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
AMERIPRISE FINANCIAL INC | 21 | 21 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
JPMORGAN CHASE & CO | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 21 |
LEVIN CAPITAL STRATEGIES, L.P. | 21 | 21 | 0.33% | 1.44% | 2.34% | Q3 2018 | Q3 2023 | 21 |
PRICE T ROWE ASSOCIATES INC /MD/ | 21 | 21 | 0.01% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
STIFEL FINANCIAL CORP | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 21 | 21 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
COMMONWEALTH EQUITY SERVICES, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
TD ASSET MANAGEMENT INC | 21 | 21 | 0.01% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Coastal Bridge Advisors, LLC | 21 | 21 | 0.64% | 0.85% | 1.11% | Q3 2018 | Q3 2023 | 21 |
First Pacific Advisors, LP | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.03% | 0.18% | 0.48% | Q3 2018 | Q3 2023 | 21 |
PINNACLE FINANCIAL PARTNERS INC | 21 | 21 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q3 2023 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Mutual Advisors, LLC | 21 | 21 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ALLIANCEBERNSTEIN L.P. | 19 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 20 |
Fortis Advisors, LLC | 20 | 20 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 15 | 1 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 20 |
First Horizon Advisors, Inc. | 11 | 9 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Russell Investments Group, Ltd. | 20 | 20 | 0.01% | 0.14% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 17 | 3 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 20 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 20 | 20 | 0.24% | 2.17% | 3.36% | Q4 2018 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SMITH SHELLNUT WILSON LLC /ADV | 19 | 1 | 0.12% | 0.24% | 0.34% | Q3 2018 | Q3 2023 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CIBC Private Wealth Group, LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Northeast Financial Consultants Inc | 20 | 20 | 0.37% | 0.48% | 0.62% | Q4 2018 | Q3 2023 | 20 |
MOODY NATIONAL BANK TRUST DIVISION | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
BBR PARTNERS, LLC | 13 | 7 | 0.05% | 1.16% | 3.19% | Q3 2018 | Q3 2023 | 20 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 20 | 20 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
DUNCKER STREETT & CO INC | 16 | 4 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 20 |
Douglas Lane & Associates, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Aries Wealth Management | 14 | 6 | 0.18% | 0.23% | 0.30% | Q3 2018 | Q3 2023 | 20 |
Moloney Securities Asset Management, LLC | 14 | 2 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q3 2023 | 20 |
Livforsakringsbolaget Skandia, Omsesidigt | 20 | 20 | 0.00% | 0.02% | 0.18% | Q4 2018 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.19% | 0.22% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Private Advisor Group, LLC | 19 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 20 | 20 | 0.03% | 0.08% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 13 | 7 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 20 |
Daiwa Securities Group Inc. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
IFM Investors Pty Ltd | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
TORONTO DOMINION BANK | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Gulf International Bank (UK) Ltd | 19 | 19 | 0.05% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
CHAI TRUST CO LLC | 19 | 19 | 0.11% | 0.22% | 0.38% | Q3 2018 | Q1 2023 | 19 |
CWA Asset Management Group, LLC | 19 | 19 | 0.04% | 0.05% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Asset Management One Co., Ltd. | 19 | 19 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Evermore Global Advisors, LLC | 18 | 18 | 0.71% | 5.34% | 15.20% | Q3 2018 | Q4 2022 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Riggs Asset Managment Co. Inc. | 12 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
STATE OF WISCONSIN INVESTMENT BOARD | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Mitsubishi UFJ Asset Management Co., Ltd. | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GLENMEDE TRUST CO NA | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Next Capital Management LLC | 13 | 6 | 0.31% | 0.50% | 0.88% | Q4 2018 | Q3 2023 | 19 |
WESTPAC BANKING CORP | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 19 | 19 | 0.62% | 2.07% | 2.78% | Q1 2019 | Q3 2023 | 19 |
ELEMENT POINTE ADVISORS, LLC | 15 | 4 | 0.18% | 0.33% | 0.57% | Q4 2018 | Q3 2023 | 19 |
D.A. DAVIDSON & CO. | 18 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 19 |
COLONY GROUP LLC | 19 | 19 | 0.02% | 0.11% | 0.31% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.12% | 0.17% | 0.22% | Q1 2019 | Q3 2023 | 19 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 19 | 19 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 19 |
FIRST MANHATTAN CO. LLC. | 19 | 19 | 0.76% | 1.29% | 2.06% | Q1 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.04% | 0.06% | 0.13% | Q3 2018 | Q1 2023 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 19 | 19 | 0.02% | 0.07% | 0.12% | Q1 2019 | Q3 2023 | 19 |
Fiduciary Group LLC | 18 | 1 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q3 2023 | 19 |
D. E. Shaw & Co., Inc. | 15 | 15 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q3 2023 | 19 |
Texas Yale Capital Corp. | 19 | 19 | 0.16% | 0.24% | 0.34% | Q1 2019 | Q3 2023 | 19 |
NEW YORK STATE COMMON RETIREMENT FUND | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
NORDEA INVESTMENT MANAGEMENT AB | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 19 | 19 | 0.05% | 0.09% | 0.12% | Q1 2019 | Q3 2023 | 19 |
BARR E S & CO | 19 | 19 | 0.08% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
First Bank & Trust | 15 | 4 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 19 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 19 | 19 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Mitsubishi UFJ Trust & Banking Corp | 19 | 19 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 19 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Allianz Asset Management GmbH | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.02% | 0.26% | Q3 2018 | Q2 2023 | 18 |
1832 Asset Management L.P. | 8 | 1 | 0.00% | 0.05% | 0.13% | Q4 2018 | Q4 2022 | 18 |
MENLO ADVISORS LLC | 18 | 18 | 2.51% | 3.16% | 4.43% | Q2 2019 | Q3 2023 | 18 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 18 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 18 | 18 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q4 2022 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
National Pension Service | 18 | 18 | 0.00% | 0.07% | 0.09% | Q2 2019 | Q3 2023 | 18 |
MBM Wealth Consultants, LLC | 18 | 18 | 0.04% | 0.05% | 0.09% | Q4 2018 | Q1 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ARROW FINANCIAL CORP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
Western Wealth Management, LLC | 10 | 8 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 18 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 18 | 18 | 0.34% | 0.91% | 1.41% | Q2 2019 | Q3 2023 | 18 |
GRAND JEAN CAPITAL MANAGEMENT INC | 18 | 18 | 1.01% | 1.21% | 1.61% | Q2 2019 | Q3 2023 | 18 |
Rock Creek Group, LP | 18 | 18 | 0.12% | 0.80% | 1.79% | Q2 2019 | Q3 2023 | 18 |
DIMENSIONAL FUND ADVISORS LP | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
BNP Paribas Asset Management Holding S.A. | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
B & T Capital Management DBA Alpha Capital Management | 18 | 18 | 1.45% | 1.77% | 2.24% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 18 |
Korea Investment CORP | 15 | 3 | 0.00% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 18 |
Clear Harbor Asset Management, LLC | 18 | 18 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 18 | 18 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 16 | 2 | 0.33% | 0.56% | 0.80% | Q4 2018 | Q3 2023 | 18 |
Parallel Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WELLINGTON MANAGEMENT GROUP LLP | 9 | 3 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Penserra Capital Management LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
FineMark National Bank & Trust | 15 | 2 | 0.01% | 0.27% | 0.55% | Q2 2018 | Q3 2023 | 17 |
RHUMBLINE ADVISERS | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
APG Asset Management N.V. | 17 | 17 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Beaumont Financial Partners, LLC | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2022 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Greenhaven Road Investment Management, L.P. | 16 | 16 | 4.97% | 14.31% | 22.19% | Q4 2019 | Q3 2023 | 17 |
Private Capital Group, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2022 | 17 |
Financial Management Professionals, Inc. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Family Management Corp | 13 | 4 | 0.07% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 17 |
KBC Group NV | 17 | 17 | 0.01% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Arizona State Retirement System | 17 | 17 | 0.01% | 0.06% | 0.09% | Q3 2019 | Q3 2023 | 17 |
Arete Wealth Advisors, LLC | 7 | 3 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Callodine Capital Management, LP | 10 | 7 | 1.76% | 4.32% | 8.49% | Q4 2018 | Q3 2023 | 17 |
Epoch Investment Partners, Inc. | 17 | 17 | 0.01% | 0.44% | 0.83% | Q3 2019 | Q3 2023 | 17 |
Seven Post Investment Office LP | 17 | 17 | 0.20% | 0.30% | 0.38% | Q3 2019 | Q3 2023 | 17 |
REGIONS FINANCIAL CORP | 15 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 17 |
Alkeon Capital Management | 11 | 6 | 0.05% | 0.24% | 0.67% | Q3 2018 | Q2 2023 | 17 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.02% | 0.22% | Q3 2018 | Q3 2023 | 17 |
Axiom Investment Management LLC | 17 | 17 | 0.07% | 1.20% | 2.98% | Q4 2018 | Q4 2022 | 17 |
LORD, ABBETT & CO. LLC | 17 | 17 | 0.00% | 0.18% | 0.39% | Q3 2019 | Q3 2023 | 17 |
Brandywine Global Investment Management, LLC | 17 | 17 | 0.00% | 0.36% | 1.24% | Q3 2018 | Q3 2022 | 17 |
American Portfolios Advisors | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2022 | 17 |
Kovitz Investment Group Partners, LLC | 17 | 17 | 0.01% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Andra AP-fonden | 11 | 6 | 0.05% | 0.12% | 0.22% | Q2 2019 | Q3 2023 | 17 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.04% | 0.15% | Q3 2018 | Q1 2022 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Rathbones Group PLC | 14 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 16 |
Pearl River Capital, LLC | 7 | 4 | 0.09% | 0.41% | 0.86% | Q2 2019 | Q3 2023 | 16 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 16 |
FIL Ltd | 13 | 3 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
BREWIN DOLPHIN LTD | 16 | 16 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 16 |
Cresset Asset Management, LLC | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Achmea Investment Management B.V. | 16 | 16 | 0.00% | 0.06% | 0.19% | Q3 2019 | Q2 2023 | 16 |
American National Registered Investment Advisor, Inc. | 16 | 16 | 0.14% | 0.20% | 0.40% | Q2 2018 | Q1 2022 | 16 |
Old Well Partners, LLC | 16 | 16 | 1.46% | 2.81% | 4.50% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Voss Capital, LLC | 16 | 16 | 1.60% | 3.11% | 5.65% | Q4 2019 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 16 | 16 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q2 2022 | 16 |
Blacksheep Fund Management Ltd | 16 | 16 | 15.83% | 26.77% | 47.17% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 8 | 3 | 0.01% | 0.07% | 0.24% | Q3 2018 | Q3 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 6 | 5 | 0.00% | 0.03% | 0.13% | Q3 2020 | Q3 2023 | 16 |
Global Wealth Management Investment Advisory, Inc. | 16 | 16 | 0.01% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 16 |
Cordasco Financial Network | 16 | 16 | 0.03% | 0.20% | 0.32% | Q3 2018 | Q2 2022 | 16 |
GUGGENHEIM CAPITAL LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 16 |
AMERICAN NATIONAL INSURANCE CO | 16 | 16 | 0.02% | 0.06% | 0.26% | Q2 2018 | Q1 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
American Trust Investment Advisors, LLC | 15 | 1 | 0.16% | 0.96% | 2.05% | Q3 2018 | Q4 2022 | 16 |
Nuveen Asset Management, LLC | 15 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 16 |
OKABENA INVESTMENT SERVICES INC | 16 | 16 | 0.91% | 1.31% | 1.63% | Q4 2019 | Q3 2023 | 16 |
SHELL ASSET MANAGEMENT CO | 14 | 2 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q2 2023 | 16 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
MALTESE CAPITAL MANAGEMENT LLC | 16 | 16 | 0.47% | 1.19% | 1.90% | Q1 2019 | Q4 2022 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
SEEYOND | 16 | 16 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q4 2022 | 16 |
JENNISON ASSOCIATES LLC | 16 | 16 | 0.00% | 0.12% | 0.47% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 10 | 6 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 16 |
Gotham Asset Management, LLC | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Veritable, L.P. | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 16 |
FORT PITT CAPITAL GROUP, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Enstar Group LTD | 16 | 16 | 8.93% | 12.29% | 20.27% | Q4 2019 | Q3 2023 | 16 |
RATIONAL ADVISORS LLC | 10 | 1 | 0.00% | 0.35% | 0.68% | Q3 2018 | Q3 2023 | 16 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 16 | 16 | 0.02% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Capital International Investors | 15 | 1 | 0.03% | 0.36% | 0.66% | Q3 2018 | Q3 2023 | 16 |
Gilbert & Cook, Inc. | 16 | 16 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Bogart Wealth, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Fairfax Financial Holdings | 16 | 16 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
DAVENPORT & Co LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Prospera Financial Services Inc | 6 | 1 | 0.01% | 0.10% | 0.33% | Q2 2019 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 15 |
Global Endowment Management, LP | 13 | 1 | 0.03% | 0.70% | 1.20% | Q2 2019 | Q3 2023 | 15 |
GoodHaven Capital Management | 15 | 15 | 1.98% | 3.24% | 4.27% | Q1 2020 | Q3 2023 | 15 |
State of Alaska, Department of Revenue | 15 | 15 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 15 |
Man Group plc | 7 | 2 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q4 2022 | 15 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 15 |
GUARDIAN INVESTMENT MANAGEMENT | 15 | 15 | 0.40% | 0.55% | 0.76% | Q1 2020 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 14 | 1 | 0.18% | 0.23% | 0.29% | Q4 2019 | Q3 2023 | 15 |
Principle Wealth Partners LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SCHWARTZ INVESTMENT COUNSEL INC | 15 | 15 | 0.03% | 0.25% | 0.50% | Q3 2018 | Q1 2022 | 15 |
NISA INVESTMENT ADVISORS, LLC | 12 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 15 |
FIRST TRUST ADVISORS LP | 11 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Silvant Capital Management LLC | 15 | 15 | 0.03% | 0.09% | 0.15% | Q1 2020 | Q3 2023 | 15 |
SteelPeak Wealth, LLC | 13 | 2 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 15 |
MEITAV INVESTMENT HOUSE LTD | 11 | 4 | 0.09% | 0.66% | 1.28% | Q4 2018 | Q3 2023 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 15 | 15 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
IHT Wealth Management, LLC | 14 | 1 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 15 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.00% | 0.03% | 0.10% | Q1 2019 | Q3 2023 | 15 |
Avitas Wealth Management LLC | 15 | 15 | 0.26% | 0.45% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Yorktown Management & Research Co Inc | 15 | 15 | 0.23% | 0.47% | 0.77% | Q1 2020 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2023 | 15 |
River Road Asset Management, LLC | 13 | 2 | 0.01% | 0.55% | 1.20% | Q3 2019 | Q3 2023 | 15 |
Stelac Advisory Services LLC | 15 | 15 | 0.06% | 0.26% | 0.63% | Q3 2018 | Q1 2022 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Greenline Partners, LLC | 15 | 15 | 0.18% | 0.26% | 0.37% | Q3 2019 | Q1 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q4 2022 | 15 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 15 | 15 | 0.22% | 0.42% | 0.74% | Q1 2020 | Q3 2023 | 15 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 14 |
Wellington Shields & Co., LLC | 8 | 1 | 0.03% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 14 |
Treasurer of the State of North Carolina | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FEDERATED HERMES, INC. | 14 | 14 | 0.07% | 0.26% | 0.42% | Q4 2019 | Q1 2023 | 14 |
Junto Capital Management LP | 6 | 1 | 0.56% | 2.56% | 4.72% | Q3 2018 | Q3 2023 | 14 |
Global Frontier Investments LLC | 14 | 14 | 3.93% | 5.18% | 6.78% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Mariner, LLC | 14 | 14 | 0.00% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 14 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 14 | 0.27% | 0.35% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Kohlberg Kravis Roberts & Co. L.P. | 14 | 14 | 0.67% | 1.15% | 1.67% | Q2 2018 | Q3 2021 | 14 |
GAMBLE JONES INVESTMENT COUNSEL | 14 | 14 | 0.46% | 0.73% | 1.06% | Q3 2019 | Q4 2022 | 14 |
VOYA INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 11 | 3 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.00% | 0.03% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 14 | 14 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2022 | 14 |
AMALGAMATED BANK | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Asset Management Co Ltd. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CAMBIAR INVESTORS LLC | 14 | 14 | 1.12% | 1.32% | 1.73% | Q2 2019 | Q3 2022 | 14 |
STRS OHIO | 14 | 14 | 0.01% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Edge Wealth Management LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2021 | 14 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q2 2023 | 14 |
NORTHEAST INVESTMENT MANAGEMENT | 12 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q3 2023 | 14 |
SeaTown Holdings Pte. Ltd. | 8 | 1 | 0.43% | 1.58% | 3.24% | Q3 2019 | Q3 2023 | 14 |
BOKF, NA | 9 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 14 |
Essex Financial Services, Inc. | 14 | 14 | 0.08% | 0.15% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Holocene Advisors, LP | 13 | 1 | 0.01% | 0.37% | 0.96% | Q2 2019 | Q3 2023 | 14 |
Principal Street Partners, LLC | 14 | 14 | 0.12% | 0.18% | 0.32% | Q2 2020 | Q3 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Utah Retirement Systems | 14 | 14 | 0.01% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AlphaMark Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 14 |
Dai-ichi Life Insurance Company, Ltd | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
RiverPark Advisors, LLC | 8 | 6 | 0.97% | 2.08% | 3.74% | Q1 2020 | Q3 2023 | 14 |
Hosking Partners LLP | 13 | 13 | 0.44% | 0.59% | 0.78% | Q3 2018 | Q3 2021 | 13 |
Overbrook Management Corp | 13 | 13 | 0.06% | 0.54% | 1.99% | Q2 2019 | Q2 2022 | 13 |
Dynamic Technology Lab Private Ltd | 7 | 1 | 0.03% | 0.13% | 0.49% | Q4 2018 | Q3 2023 | 13 |
ALLSTATE CORP | 11 | 2 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q4 2022 | 13 |
ROYAL LONDON ASSET MANAGEMENT LTD | 13 | 13 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Gateway Advisory, LLC | 13 | 13 | 0.05% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.01% | 0.05% | 0.26% | Q1 2021 | Q4 2022 | 13 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 2 | 0.00% | 0.02% | 0.18% | Q3 2018 | Q1 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 2 | 0.00% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 13 |
EARNEST PARTNERS LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Buffington Mohr McNeal | 13 | 13 | 0.27% | 1.26% | 1.69% | Q3 2020 | Q3 2023 | 13 |
Valeo Financial Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2023 | 13 |
Arbiter Partners Capital Management LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q2 2021 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 1 | 0.00% | 0.05% | 0.33% | Q2 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.08% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
RIVERPARK CAPITAL MANAGEMENT LLC | 7 | 6 | 1.90% | 2.67% | 3.67% | Q2 2020 | Q3 2023 | 13 |
Sigma Planning Corp | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Southeast Asset Advisors Inc. | 13 | 13 | 0.08% | 0.14% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Chicago Partners Investment Group LLC | 13 | 13 | 0.04% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
MISSION WEALTH MANAGEMENT, LP | 13 | 13 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
LS Investment Advisors, LLC | 13 | 13 | 0.02% | 0.04% | 0.10% | Q3 2018 | Q3 2021 | 13 |
Parkside Financial Bank & Trust | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AVIVA PLC | 13 | 13 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
RAYMOND JAMES TRUST N.A. | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 13 |
First City Capital Management, Inc. | 13 | 13 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 8 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2023 | 13 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.06% | 0.33% | Q4 2018 | Q3 2023 | 13 |
Disciplined Investments, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 13 |
FIRST MERCANTILE TRUST CO | 13 | 13 | 0.16% | 0.22% | 0.37% | Q3 2018 | Q3 2021 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
Caption Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 13 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.10% | 0.29% | Q1 2019 | Q3 2023 | 13 |
AE Wealth Management LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Redwood Investment Management, LLC | 12 | 1 | 0.06% | 0.32% | 0.55% | Q3 2018 | Q3 2023 | 13 |
Corsair Capital Management | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.00% | 0.07% | 0.13% | Q4 2018 | Q3 2021 | 12 |
Krilogy Financial LLC | 12 | 12 | 0.03% | 0.05% | 0.09% | Q3 2020 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Cowen Prime Services LLC | 12 | 12 | 0.95% | 1.23% | 1.65% | Q3 2018 | Q2 2021 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HARRIS ASSOCIATES L P | 12 | 12 | 0.24% | 1.36% | 3.23% | Q4 2020 | Q3 2023 | 12 |
Ensign Peak Advisors, Inc | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
FIRST NATIONAL BANK SIOUX FALLS | 12 | 12 | 0.46% | 0.63% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.90% | 1.24% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.08% | 0.33% | Q3 2020 | Q3 2023 | 12 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 4 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Regent Investment Management LLC | 9 | 1 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q4 2022 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.05% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 12 | 0.02% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 12 |
MAVERICK CAPITAL LTD | 12 | 12 | 0.24% | 0.96% | 2.43% | Q3 2018 | Q2 2021 | 12 |
NATIXIS | 8 | 1 | 0.00% | 0.09% | 0.81% | Q3 2018 | Q3 2022 | 12 |
FIRST MIDWEST BANK TRUST DIVISION | 9 | 1 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2021 | 12 |
CARLSON CAPITAL L P | 11 | 1 | 0.05% | 0.21% | 0.33% | Q3 2018 | Q1 2022 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.01% | 0.05% | 0.18% | Q2 2018 | Q1 2021 | 12 |
Lido Advisors, LLC | 6 | 3 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 12 |
COMMERCE BANK | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q1 2022 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 9 | 3 | 0.00% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 12 |
Triangle Securities Wealth Management | 12 | 12 | 0.84% | 1.48% | 1.83% | Q4 2020 | Q3 2023 | 12 |
RDA Financial Network | 7 | 1 | 0.09% | 0.12% | 0.18% | Q4 2019 | Q3 2023 | 12 |
Perkins Coie Trust Co | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Voya Financial Advisors, Inc. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2021 | 12 |
Edgemoor Investment Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.16% | 0.27% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Employees Retirement System of Texas | 12 | 12 | 0.02% | 0.06% | 0.13% | Q3 2019 | Q2 2022 | 12 |
Symmetry Partners, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Institute for Wealth Management, LLC. | 12 | 12 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
Carnegie Capital Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.03% | 0.16% | Q4 2018 | Q4 2022 | 12 |
KCM INVESTMENT ADVISORS LLC | 11 | 1 | 0.01% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 12 |
CIGNA INVESTMENTS INC /NEW | 12 | 12 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 2 | 0.01% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 11 |
9258 Wealth Management, LLC | 11 | 11 | 0.05% | 0.06% | 0.09% | Q1 2021 | Q3 2023 | 11 |
ASSET MANAGEMENT CORP /IL/ /ADV | 9 | 1 | 0.10% | 0.16% | 0.18% | Q4 2019 | Q1 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.44% | 0.52% | 0.62% | Q1 2021 | Q3 2023 | 11 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.08% | 0.12% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Zurich Insurance Group Ltd/FI | 11 | 11 | 0.49% | 0.96% | 1.52% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.12% | 0.48% | Q4 2018 | Q3 2023 | 11 |
NEXPOINT ASSET MANAGEMENT, L.P. | 10 | 1 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2023 | 11 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
MOTCO | 7 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 11 | 11 | 6.13% | 9.64% | 11.86% | Q1 2021 | Q3 2023 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
BI Asset Management Fondsmaeglerselskab A/S | 11 | 11 | 0.01% | 0.10% | 0.50% | Q1 2021 | Q3 2023 | 11 |
AdvisorNet Financial, Inc | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
CANADA PENSION PLAN INVESTMENT BOARD | 10 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
OSSIAM | 5 | 2 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 11 |
Capital World Investors | 11 | 11 | 0.05% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 11 |
AMP Capital Investors Ltd | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2021 | 11 |
NewEdge Advisors, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.01% | 0.22% | 0.38% | Q3 2018 | Q1 2021 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.03% | 0.12% | Q1 2021 | Q3 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 11 |
Canton Hathaway, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
INTACT INVESTMENT MANAGEMENT INC. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Fountainhead AM, LLC | 11 | 11 | 0.17% | 0.27% | 0.39% | Q1 2021 | Q3 2023 | 11 |
FIRETHORN WEALTH PARTNERS, LLC | 8 | 3 | 0.31% | 0.36% | 0.46% | Q4 2020 | Q3 2023 | 11 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 11 | 11 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Glassman Wealth Services | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ETF MANAGERS GROUP, LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 11 |
Arbor Wealth Management, LLC | 11 | 11 | 2.95% | 6.20% | 8.81% | Q2 2019 | Q4 2021 | 11 |
Kovack Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q4 2020 | 10 |
WELCH & FORBES LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
USCA RIA LLC | 9 | 1 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2021 | 10 |
Catalyst Capital Advisors LLC | 7 | 3 | 0.00% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 10 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 1 | 0.04% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Clearwater Capital Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
ProShare Advisors LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 10 |
SCOTIA CAPITAL INC. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
IFS Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 10 |
CLOVERFIELDS CAPITAL GROUP, LP | 10 | 10 | 0.05% | 0.70% | 1.24% | Q4 2020 | Q1 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.01% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Accuvest Global Advisors | 10 | 10 | 0.80% | 2.19% | 2.78% | Q2 2021 | Q3 2023 | 10 |
NORGES BANK | 10 | 10 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q4 2022 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.93% | 1.15% | 1.32% | Q2 2020 | Q2 2023 | 10 |
COMPTON CAPITAL MANAGEMENT INC /RI | 9 | 1 | 0.10% | 0.40% | 0.59% | Q3 2018 | Q1 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2021 | 10 |
Patriot Financial Group Insurance Agency, LLC | 7 | 3 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
XPONANCE, INC. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Sunbelt Securities, Inc. | 5 | 2 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Engine Capital Management, LP | 10 | 10 | 0.07% | 2.16% | 3.45% | Q2 2019 | Q3 2021 | 10 |
Candriam S.C.A. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Game Plan Financial Advisors, LLC | 7 | 3 | 0.17% | 0.25% | 0.48% | Q4 2019 | Q2 2022 | 10 |
PICTET ASSET MANAGEMENT LTD | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
J.W. COLE ADVISORS, INC. | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
TDAM USA INC. | 10 | 10 | 0.44% | 0.53% | 0.74% | Q3 2019 | Q4 2021 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.18% | 0.30% | 0.61% | Q2 2021 | Q3 2023 | 10 |
Jeereddi Investments, LP | 10 | 10 | 4.06% | 5.64% | 7.56% | Q4 2019 | Q1 2022 | 10 |
Lindbrook Capital, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Aryeh Capital Management Ltd. | 9 | 1 | 4.20% | 6.87% | 11.89% | Q4 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Compagnie Lombard Odier SCmA | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Arlington Financial Advisors, LLC | 10 | 10 | 0.12% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Ayalon Insurance Comp Ltd. | 9 | 1 | 0.06% | 0.52% | 0.74% | Q2 2019 | Q1 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.04% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
TFC Financial Management, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
First Allied Advisory Services, Inc. | 9 | 9 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q3 2020 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 0.75% | 1.12% | 1.48% | Q3 2021 | Q3 2023 | 9 |
Roundview Capital LLC | 9 | 9 | 0.10% | 0.10% | 0.13% | Q1 2021 | Q1 2023 | 9 |
Arlington Partners LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PSI Advisors, LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 9 |
Glenview Trust Co | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 5 | 4 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Tower View Wealth Management LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
abrdn plc | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 9 | 9 | 0.19% | 0.24% | 0.32% | Q4 2019 | Q4 2021 | 9 |
AXA S.A. | 6 | 1 | 0.00% | 0.09% | 0.18% | Q3 2018 | Q2 2023 | 9 |
Tredje AP-fonden | 9 | 9 | 0.04% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Balentine LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 9 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.13% | 0.35% | Q4 2019 | Q3 2023 | 9 |
WADDELL & REED FINANCIAL INC | 9 | 9 | 0.01% | 0.17% | 0.32% | Q1 2019 | Q1 2021 | 9 |
EP Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
10-15 ASSOCIATES, INC. | 9 | 9 | 1.97% | 2.31% | 2.51% | Q3 2018 | Q3 2020 | 9 |
Capital Planning Advisors, LLC | 9 | 9 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2023 | 9 |
Larson Financial Group LLC | 6 | 1 | 0.00% | 0.11% | 0.21% | Q4 2018 | Q3 2023 | 9 |
MUFG Americas Holdings Corp | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2022 | 9 |
WESBANCO BANK INC | 9 | 9 | 0.07% | 0.18% | 0.43% | Q3 2021 | Q3 2023 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q2 2022 | 9 |
CX Institutional | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Good Life Advisors, LLC | 9 | 9 | 0.04% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.13% | 0.18% | 0.24% | Q3 2020 | Q3 2022 | 9 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.07% | 0.32% | Q3 2018 | Q2 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
PZENA INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.01% | 0.90% | 1.25% | Q3 2018 | Q3 2020 | 9 |
ASSETMARK, INC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 9 |
Chesapeake Wealth Management | 9 | 9 | 0.11% | 0.37% | 0.64% | Q3 2020 | Q3 2022 | 9 |
Venture Visionary Partners LLC | 5 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Scott & Selber, Inc. | 4 | 1 | 0.88% | 1.16% | 1.36% | Q3 2018 | Q2 2021 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 9 | 0.11% | 0.17% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Illinois Municipal Retirement Fund | 9 | 9 | 0.02% | 0.10% | 0.23% | Q3 2020 | Q3 2022 | 9 |
Engineers Gate Manager LP | 8 | 1 | 0.04% | 0.18% | 0.38% | Q4 2020 | Q2 2023 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 8 | 0.01% | 0.07% | 0.17% | Q2 2020 | Q1 2022 | 8 |
JACKSON HILL ADVISORS, LLC | 8 | 8 | 10.38% | 11.86% | 13.49% | Q4 2021 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wellington Shields Capital Management, LLC | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2021 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Redpoint Investment Management Pty Ltd | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q2 2022 | 8 |
Sandy Spring Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Zweig-DiMenna Associates LLC | 6 | 6 | 0.78% | 1.27% | 1.92% | Q3 2018 | Q4 2019 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 1.52% | 2.10% | 3.05% | Q4 2021 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Aviance Capital Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Operose Advisors LLC | 8 | 8 | 0.10% | 0.15% | 0.30% | Q4 2021 | Q3 2023 | 8 |
IBM Retirement Fund | 8 | 8 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 8 |
Moon Capital Management, LLC | 8 | 8 | 0.05% | 3.42% | 4.74% | Q3 2018 | Q2 2020 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 1.62% | 1.82% | 2.24% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 8 | 8 | 0.12% | 0.49% | 0.97% | Q3 2021 | Q2 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.09% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.06% | 1.35% | 2.03% | Q3 2018 | Q1 2022 | 8 |
DUALITY ADVISERS, LP | 4 | 1 | 0.08% | 0.18% | 0.32% | Q3 2020 | Q4 2022 | 8 |
COMERICA BANK | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
SCOGGIN MANAGEMENT LP | 5 | 3 | 0.12% | 0.62% | 1.52% | Q1 2019 | Q4 2022 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Phocas Financial Corp. | 8 | 8 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q1 2023 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q3 2018 | Q2 2020 | 8 |
Rovida Advisors Inc. | 3 | 2 | 1.67% | 2.51% | 4.27% | Q1 2020 | Q2 2023 | 8 |
Psagot Value Holdings Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 8 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.05% | 0.17% | Q2 2018 | Q3 2023 | 8 |
VAN ECK ASSOCIATES CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 0.15% | 0.19% | 0.21% | Q4 2018 | Q3 2020 | 8 |
Caldwell Investment Management Ltd. | 8 | 8 | 8.46% | 10.20% | 11.90% | Q4 2021 | Q3 2023 | 8 |
Professional Financial Advisors, LLC | 6 | 1 | 0.04% | 0.41% | 0.59% | Q4 2020 | Q1 2023 | 8 |
Fortress Wealth Group, LLC | 6 | 2 | 0.16% | 0.24% | 0.35% | Q2 2021 | Q3 2023 | 8 |
Cipher Capital LP | 4 | 1 | 0.03% | 0.36% | 0.95% | Q1 2020 | Q2 2023 | 8 |
Ashfield Capital Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Simplicity Solutions, LLC | 8 | 8 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cross Staff Investments Inc | 8 | 8 | 1.05% | 1.24% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.11% | 0.22% | 0.44% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 7 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Concourse Capital Management, LLC | 6 | 6 | 0.60% | 4.36% | 6.77% | Q3 2018 | Q4 2019 | 8 |
WINTON GROUP Ltd | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q4 2021 | 8 |
Ally Financial Inc. | 7 | 1 | 0.28% | 0.35% | 0.44% | Q2 2019 | Q3 2023 | 8 |
Strategic Blueprint, LLC | 7 | 1 | 0.10% | 0.24% | 0.36% | Q3 2020 | Q3 2023 | 8 |
Paloma Partners Management Co | 3 | 2 | 0.01% | 0.04% | 0.08% | Q3 2019 | Q1 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.03% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
ADE, LLC | 6 | 2 | 0.12% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 8 |
Tidal Investments LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.02% | 0.10% | Q4 2021 | Q3 2023 | 8 |
SYNOVUS FINANCIAL CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRW Wealth Management LLC | 7 | 1 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL MANAGEMENT NETWORK INC | 8 | 8 | 0.11% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
MYDA Advisors LLC | 5 | 1 | 0.20% | 0.85% | 1.85% | Q2 2018 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
InterOcean Capital, LLC | 8 | 8 | 0.08% | 0.09% | 0.11% | Q3 2018 | Q2 2020 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.72% | 0.87% | 1.08% | Q4 2021 | Q3 2023 | 8 |
BANK HAPOALIM BM | 8 | 8 | 0.02% | 0.13% | 0.18% | Q2 2020 | Q1 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
HOWE & RUSLING INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Zhang Financial LLC | 8 | 8 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 7 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 8 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q1 2022 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
GROUP ONE TRADING, L.P. | 3 | 2 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2022 | 7 |
Rise Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
55I, LLC | 4 | 3 | 0.01% | 0.21% | 0.58% | Q1 2019 | Q1 2022 | 7 |
Hollow Brook Wealth Management LLC | 7 | 7 | 0.17% | 0.28% | 0.41% | Q3 2018 | Q1 2020 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 7 |
BRIGHTON JONES LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
KNOTT DAVID M | 7 | 7 | 1.11% | 2.17% | 3.04% | Q1 2020 | Q3 2021 | 7 |
Cannell & Co. | 7 | 7 | 0.31% | 0.95% | 1.65% | Q3 2018 | Q1 2020 | 7 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 7 | 0.02% | 0.12% | 0.22% | Q2 2018 | Q4 2019 | 7 |
Wealthfront Advisers LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Highlander Capital Management, LLC | 4 | 1 | 0.00% | 0.11% | 0.23% | Q3 2018 | Q3 2023 | 7 |
First National Bank of South Miami | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
MAKENA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.47% | 0.82% | 1.39% | Q1 2020 | Q3 2021 | 7 |
MONECO Advisors, LLC | 4 | 3 | 0.06% | 0.09% | 0.11% | Q2 2021 | Q3 2023 | 7 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 7 | 7 | 0.68% | 2.20% | 3.48% | Q1 2022 | Q3 2023 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Empowered Funds, LLC | 5 | 2 | 0.01% | 0.12% | 0.29% | Q4 2021 | Q3 2023 | 7 |
FORA Capital, LLC | 3 | 2 | 0.03% | 0.14% | 0.31% | Q4 2020 | Q1 2023 | 7 |
HRT FINANCIAL LP | 4 | 1 | 0.02% | 0.31% | 0.60% | Q3 2019 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.90% | 1.10% | 1.76% | Q4 2021 | Q2 2023 | 7 |
KIZE CAPITAL LP | 4 | 3 | 9.68% | 12.08% | 14.61% | Q4 2020 | Q3 2023 | 7 |
Laurel Wealth Advisors, Inc. | 6 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q4 2021 | 7 |
CNA FINANCIAL CORP | 7 | 7 | 0.20% | 0.25% | 0.29% | Q3 2018 | Q1 2020 | 7 |
Coronation Fund Managers Ltd. | 4 | 3 | 0.05% | 0.18% | 0.46% | Q1 2019 | Q3 2023 | 7 |
Sciencast Management LP | 2 | 1 | 0.04% | 0.36% | 0.59% | Q3 2020 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q4 2022 | 7 |
Border to Coast Pensions Partnership Ltd | 7 | 7 | 0.83% | 1.23% | 1.69% | Q1 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
U S GLOBAL INVESTORS INC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Forum Financial Management, LP | 4 | 3 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Prana Capital Management, LP | 2 | 1 | 0.76% | 2.26% | 4.13% | Q3 2019 | Q3 2023 | 7 |
Cinctive Capital Management LP | 3 | 2 | 0.01% | 0.22% | 0.38% | Q2 2021 | Q3 2023 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.10% | 0.31% | Q2 2021 | Q3 2023 | 7 |
TELEMUS CAPITAL, LLC | 4 | 3 | 0.02% | 0.07% | 0.15% | Q3 2018 | Q1 2022 | 7 |
Smithfield Trust Co | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.03% | 0.14% | 0.60% | Q3 2018 | Q1 2022 | 7 |
Williams Jones Wealth Management, LLC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SIMON QUICK ADVISORS, LLC | 5 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2020 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.19% | 0.55% | Q4 2019 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 5 | 2 | 0.00% | 0.05% | 0.08% | Q1 2019 | Q4 2022 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.22% | 0.25% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
MetLife Investment Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
OPTIMUM INVESTMENT ADVISORS | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Oxbow Advisors, LLC | 6 | 6 | 0.37% | 0.48% | 0.63% | Q3 2018 | Q4 2019 | 6 |
BRINKER CAPITAL INC | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q4 2019 | 6 |
Blueshift Asset Management, LLC | 1 | 1 | 0.07% | 0.13% | 0.16% | Q2 2019 | Q3 2022 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Select Equity Group, L.P. | 4 | 2 | 0.24% | 0.33% | 0.47% | Q3 2018 | Q2 2020 | 6 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q1 2022 | 6 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Deseret Mutual Benefit Administrators | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eschler Asset Management LLP | 6 | 6 | 0.20% | 0.38% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Brookfield Asset Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
Laidlaw Wealth Management LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 6 |
Inspire Investing, LLC | 6 | 6 | 0.04% | 0.12% | 0.18% | Q3 2021 | Q4 2022 | 6 |
Riverview Trust Co | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Covey Capital Advisors, LLC | 6 | 6 | 7.39% | 9.33% | 10.40% | Q2 2022 | Q3 2023 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 6 |
Turim 21 Investimentos Ltda. | 6 | 6 | 0.05% | 0.10% | 0.16% | Q1 2021 | Q2 2022 | 6 |
Lansing Street Advisors | 6 | 6 | 0.23% | 0.46% | 0.55% | Q1 2022 | Q2 2023 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
RMR Wealth Builders | 2 | 1 | 0.01% | 0.05% | 0.07% | Q4 2019 | Q4 2021 | 6 |
DENALI ADVISORS LLC | 6 | 6 | 0.01% | 0.05% | 0.16% | Q2 2021 | Q3 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Brown Advisory Securities, LLC | 3 | 3 | 0.05% | 0.10% | 0.16% | Q3 2018 | Q1 2022 | 6 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.51% | 0.62% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Point72 Hong Kong Ltd | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q2 2022 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 4 | 2 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2022 | 6 |
Cerity Partners LLC | 4 | 2 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 6 |
CAMDEN ASSET MANAGEMENT L P /CA | 6 | 6 | 0.29% | 0.70% | 1.21% | Q1 2021 | Q2 2022 | 6 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 6 | 6 | 4.12% | 5.12% | 6.14% | Q3 2018 | Q4 2019 | 6 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 6 | 6 | 0.07% | 0.92% | 1.84% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.12% | 0.26% | 0.46% | Q4 2019 | Q1 2023 | 6 |
Gradient Investments LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
State of Wyoming | 6 | 6 | 0.14% | 0.25% | 0.40% | Q1 2021 | Q2 2022 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.03% | 0.11% | 0.39% | Q4 2019 | Q1 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Full18 Capital LLC | 6 | 6 | 1.56% | 4.47% | 7.44% | Q4 2020 | Q1 2022 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.03% | 0.09% | 0.14% | Q4 2018 | Q1 2020 | 6 |
CLEAR STREET MARKETS LLC | 3 | 3 | 0.00% | 0.12% | 0.27% | Q2 2021 | Q1 2023 | 6 |
Asset Dedication, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.18% | 0.41% | Q2 2018 | Q2 2023 | 6 |
Permanens Capital L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 6 |
Column Capital Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 1.19% | 1.35% | 1.60% | Q4 2020 | Q1 2022 | 6 |
SVB WEALTH LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
Zuckerman Investment Group, LLC | 6 | 6 | 1.28% | 1.64% | 1.89% | Q2 2022 | Q3 2023 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Bellwether Advisors, LLC | 4 | 1 | 0.00% | 0.21% | 0.39% | Q4 2020 | Q3 2023 | 6 |
HighPoint Advisor Group LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2021 | 6 |
World Asset Management Inc | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 2.78% | 3.22% | 3.70% | Q3 2018 | Q4 2019 | 6 |
HM PAYSON & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Phoenix Holdings Ltd. | 6 | 6 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q2 2021 | 6 |
Karani Asset Management LLC | 6 | 6 | 3.32% | 3.59% | 3.82% | Q2 2022 | Q3 2023 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.02% | 0.06% | 0.21% | Q3 2018 | Q3 2023 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
HB Wealth Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 6 | 0.01% | 0.20% | 0.74% | Q1 2019 | Q2 2020 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Tuttle Capital Management, LLC | 4 | 1 | 0.22% | 0.59% | 0.92% | Q3 2018 | Q1 2021 | 6 |
FRED ALGER MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 4 | 2 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Advisor Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 5 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.18% | 0.47% | Q1 2019 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.24% | 0.74% | Q3 2021 | Q3 2023 | 5 |
Quinn Opportunity Partners LLC | 5 | 5 | 0.04% | 0.12% | 0.43% | Q2 2018 | Q2 2019 | 5 |
Capital International, Inc./CA/ | 3 | 2 | 0.01% | 0.17% | 0.31% | Q3 2021 | Q3 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 5 |
PROFUND ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
SAMLYN CAPITAL, LLC | 3 | 2 | 0.90% | 1.81% | 2.68% | Q2 2021 | Q3 2023 | 5 |
Leverage Partners Absolute Return Fund SPC | 4 | 1 | 0.83% | 1.08% | 1.65% | Q4 2020 | Q1 2022 | 5 |
NFC Investments, LLC | 4 | 1 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q2 2023 | 5 |
BDO Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 5 |
Allen Investment Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q3 2019 | 5 |
Mayflower Financial Advisors, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 5 |
Legacy Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.54% | 0.71% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Virtus Family Office LLC | 5 | 5 | 0.56% | 0.90% | 1.22% | Q3 2022 | Q3 2023 | 5 |
Heron Bay Capital Management | 5 | 5 | 0.34% | 0.60% | 1.01% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.16% | 0.28% | Q4 2020 | Q1 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
Metis Global Partners, LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.10% | 0.14% | 0.15% | Q4 2018 | Q4 2019 | 5 |
BB&T SECURITIES, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.06% | 0.10% | 0.17% | Q2 2021 | Q3 2022 | 5 |
Patten Group, Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2021 | Q2 2022 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Crossmark Global Holdings, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Realta Investment Advisors | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q4 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.58% | 0.88% | 1.02% | Q3 2022 | Q3 2023 | 5 |
Gillson Capital LP | 2 | 1 | 0.38% | 0.94% | 1.28% | Q3 2020 | Q2 2022 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CAZ INVESTMENTS LP | 5 | 5 | 0.22% | 0.65% | 1.66% | Q1 2019 | Q1 2020 | 5 |
Masso Torrence Wealth Management Inc. | 4 | 1 | 0.16% | 0.30% | 0.41% | Q4 2021 | Q1 2023 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.05% | 0.21% | 0.48% | Q4 2019 | Q2 2022 | 5 |
Horizon Investments, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.00% | 0.10% | 0.22% | Q4 2019 | Q3 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.06% | 0.17% | 0.33% | Q1 2021 | Q2 2023 | 5 |
American Trust | 5 | 5 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q4 2022 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.24% | 0.61% | 0.89% | Q3 2022 | Q3 2023 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.10% | 0.36% | Q3 2021 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CANANDAIGUA NATIONAL CORP | 5 | 5 | 0.07% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 5 |
CONNABLE OFFICE INC | 5 | 5 | 0.27% | 0.29% | 0.31% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN EDWARDS INC | 5 | 5 | 0.02% | 1.08% | 1.66% | Q1 2019 | Q1 2020 | 5 |
STONNINGTON GROUP, LLC | 4 | 1 | 0.08% | 0.16% | 0.24% | Q1 2021 | Q1 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q4 2021 | 5 |
Versant Capital Management, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.08% | 0.14% | 0.19% | Q4 2019 | Q4 2020 | 5 |
Regency Capital Management Inc.\DE | 5 | 5 | 0.16% | 0.27% | 0.34% | Q1 2021 | Q1 2022 | 5 |
Aaron Wealth Advisors LLC | 5 | 5 | 0.18% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Advisor Resource Council | 3 | 1 | 0.02% | 0.15% | 0.31% | Q2 2021 | Q3 2023 | 5 |
Interval Partners, LP | 3 | 1 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 5 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.07% | 0.22% | Q3 2020 | Q3 2023 | 5 |
Schneider Downs Wealth Management Advisors, LP | 4 | 1 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 4 | 1 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q1 2022 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2019 | 5 |
DAVIS SELECTED ADVISERS | 5 | 5 | 0.17% | 0.18% | 0.19% | Q3 2018 | Q3 2019 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Sterling Investment Advisors, Ltd. | 5 | 5 | 1.26% | 1.42% | 1.64% | Q3 2022 | Q3 2023 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Baader Bank Aktiengesellschaft | 3 | 2 | 0.05% | 0.13% | 0.32% | Q4 2021 | Q3 2023 | 5 |
Platform Technology Partners | 5 | 5 | 0.16% | 0.27% | 0.35% | Q4 2019 | Q4 2020 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 5 |
APPLETON PARTNERS INC/MA | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 5 |
Stamos Capital Partners, L.P. | 4 | 1 | 0.20% | 0.29% | 0.35% | Q1 2022 | Q3 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quantitative Systematic Strategies LLC | 5 | 5 | 0.09% | 0.18% | 0.28% | Q2 2020 | Q2 2021 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
GREENLEA LANE CAPITAL MANAGEMENT, LLC | 5 | 5 | 9.96% | 11.73% | 13.55% | Q4 2018 | Q4 2019 | 5 |
PITTENGER & ANDERSON INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 5 | 0.07% | 0.14% | 0.18% | Q2 2019 | Q2 2020 | 5 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 5 | 5 | 1.58% | 1.72% | 2.02% | Q1 2021 | Q1 2022 | 5 |
LOUNTZIS ASSET MANAGEMENT, LLC | 5 | 5 | 3.28% | 3.55% | 3.70% | Q3 2022 | Q3 2023 | 5 |
GVO Asset Management Ltd | 4 | 4 | 11.80% | 20.46% | 25.49% | Q3 2018 | Q2 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Soros Fund Management | 4 | 4 | 0.15% | 0.28% | 0.44% | Q3 2019 | Q2 2020 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.11% | 0.12% | 0.15% | Q1 2023 | Q4 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.07% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.15% | 0.18% | 0.21% | Q1 2023 | Q4 2023 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.58% | 0.67% | 0.76% | Q2 2021 | Q1 2022 | 4 |
Capital Research Global Investors | 2 | 2 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 4 |
THREADGILL FINANCIAL, LLC | 4 | 4 | 1.62% | 2.40% | 3.38% | Q3 2021 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
SeaCrest Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
TAP Consulting, LLC | 4 | 4 | 0.29% | 0.79% | 1.20% | Q4 2021 | Q3 2022 | 4 |
Saba Capital Management, L.P. | 2 | 2 | 0.06% | 0.23% | 0.38% | Q2 2023 | Q3 2023 | 4 |
Noble Path Asset Management LP | 4 | 4 | 3.06% | 4.02% | 4.51% | Q1 2022 | Q4 2022 | 4 |
FCG ADVISORS, LLC | 4 | 4 | 0.23% | 0.77% | 1.06% | Q4 2019 | Q3 2020 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Hanson & Doremus Investment Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 4 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Castellan Group | 4 | 4 | 1.01% | 1.53% | 2.12% | Q3 2021 | Q2 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 3 | 3 | 0.01% | 0.06% | 0.14% | Q3 2020 | Q1 2021 | 4 |
Mount Yale Investment Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CHEMICAL BANK | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 4 |
Ameritas Investment Partners, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Kingsview Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.17% | 0.21% | 0.24% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Sculptor Capital LP | 4 | 4 | 0.09% | 0.12% | 0.15% | Q1 2021 | Q4 2021 | 4 |
XR Securities LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 4 |
Systematic Alpha Investments, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
RIVER GLOBAL INVESTORS LLP | 4 | 4 | 0.11% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 4 |
Artemis Investment Management LLP | 2 | 2 | 0.11% | 0.29% | 0.47% | Q4 2018 | Q4 2021 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.13% | 0.51% | Q3 2019 | Q4 2020 | 4 |
Kaizen Financial Strategies | 4 | 4 | 0.18% | 0.22% | 0.26% | Q3 2021 | Q2 2022 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
RMB Capital Management, LLC | 4 | 4 | 0.13% | 0.25% | 0.42% | Q4 2018 | Q3 2019 | 4 |
Oak Thistle LLC | 3 | 1 | 0.11% | 0.20% | 0.34% | Q1 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Weiss Asset Management LP | 4 | 4 | 0.16% | 0.53% | 1.15% | Q3 2020 | Q2 2021 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q2 2022 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.27% | 0.38% | 0.55% | Q4 2021 | Q3 2022 | 4 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
AMERICAN FINANCIAL GROUP INC | 4 | 4 | 0.62% | 0.93% | 1.43% | Q3 2018 | Q2 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.32% | 0.52% | 1.06% | Q4 2018 | Q3 2023 | 4 |
Alta Fox Capital Management | 3 | 1 | 2.64% | 5.55% | 9.13% | Q3 2022 | Q3 2023 | 4 |
D'Orazio & Associates, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.13% | 0.46% | Q4 2018 | Q3 2022 | 4 |
TAGStone Capital, Inc. | 2 | 2 | 0.15% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q4 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.08% | 0.19% | 0.48% | Q4 2019 | Q4 2022 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Kingstown Capital | 4 | 4 | 2.41% | 6.63% | 10.59% | Q1 2019 | Q4 2019 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.20% | 1.10% | 3.51% | Q4 2022 | Q3 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.05% | 0.07% | 0.09% | Q3 2018 | Q3 2022 | 4 |
Quantbot Technologies LP | 1 | 1 | 0.08% | 0.10% | 0.14% | Q4 2020 | Q3 2022 | 4 |
Springhouse Capital Management, LP | 4 | 4 | 3.48% | 4.60% | 6.79% | Q1 2019 | Q4 2019 | 4 |
Edge Capital Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
QCI ASSET MANAGEMENT INC/NY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
NorthCrest Asset Manangement, LLC | 4 | 4 | 0.36% | 0.55% | 0.78% | Q1 2022 | Q4 2022 | 4 |
ANGELO GORDON & CO., L.P. | 4 | 4 | 0.41% | 0.57% | 0.94% | Q1 2021 | Q4 2021 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 4 |
EMORY UNIVERSITY | 4 | 4 | 1.33% | 1.39% | 1.51% | Q3 2018 | Q2 2019 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
MUFG Securities EMEA plc | 4 | 4 | 0.11% | 0.18% | 0.26% | Q2 2021 | Q1 2022 | 4 |
Point72 Europe (London) LLP | 2 | 1 | 0.35% | 1.02% | 1.47% | Q4 2021 | Q3 2023 | 4 |
Kathmere Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 4 |
SSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MENDON CAPITAL ADVISORS CORP | 2 | 1 | 0.11% | 0.18% | 0.27% | Q4 2018 | Q3 2019 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2019 | Q4 2021 | 3 |
Benchmark Capital Advisors | 3 | 3 | 3.35% | 3.45% | 3.63% | Q2 2018 | Q4 2018 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Power Corp of Canada | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Lone Pine Capital | 3 | 3 | 3.19% | 3.49% | 3.90% | Q1 2023 | Q3 2023 | 3 |
SHERBROOKE PARK ADVISERS LLC | 3 | 3 | 0.08% | 0.27% | 0.44% | Q1 2023 | Q3 2023 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Altshuler Shaham Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Ergoteles LLC | 2 | 1 | 0.55% | 0.69% | 0.96% | Q2 2021 | Q2 2022 | 3 |
Spotlight Asset Group, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q2 2021 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2019 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
EMINENCE CAPITAL, LP | 3 | 3 | 1.64% | 2.08% | 2.64% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Cannon Global Investment Management, LLC | 2 | 1 | 1.02% | 2.97% | 6.15% | Q2 2021 | Q3 2023 | 3 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 3 | 0.32% | 0.51% | 0.68% | Q3 2018 | Q1 2019 | 3 |
SANDERS MORRIS HARRIS LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Teza Capital Management LLC | 1 | 1 | 0.08% | 0.20% | 0.36% | Q4 2021 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
EMFO, LLC | 3 | 3 | 0.26% | 0.29% | 0.33% | Q2 2021 | Q4 2021 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
CERTUITY, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Triple Frond Partners | 3 | 3 | 3.56% | 3.74% | 3.86% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 1 | 1.21% | 2.33% | 3.25% | Q1 2023 | Q4 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Capital Group Investment Management Pte. Ltd. | 3 | 3 | 0.70% | 0.72% | 0.75% | Q1 2023 | Q3 2023 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.94% | 1.95% | Q4 2021 | Q3 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
NuWave Investment Management, LLC | 1 | 1 | 0.03% | 0.20% | 0.37% | Q3 2020 | Q3 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Trust Asset Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2018 | Q2 2021 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 3 |
Golden State Equity Partners | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Serengeti Asset Management LP | 2 | 1 | 1.23% | 2.61% | 3.54% | Q3 2018 | Q4 2019 | 3 |
JS Capital Management LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q1 2021 | 3 |
III Capital Management | 2 | 1 | 0.22% | 0.28% | 0.31% | Q1 2021 | Q4 2021 | 3 |
Alpha Paradigm Partners, LLC | 2 | 1 | 0.04% | 0.21% | 0.37% | Q4 2020 | Q4 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q1 2019 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Cumberland Partners Ltd | 2 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q2 2022 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
WAFRA INC. | 3 | 3 | 0.26% | 0.50% | 0.63% | Q2 2021 | Q4 2021 | 3 |
Governors Lane LP | 2 | 2 | 3.19% | 3.78% | 4.34% | Q2 2023 | Q3 2023 | 3 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 2.26% | 2.93% | 3.97% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Checchi Capital Advisers, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Syverson Strege & Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.23% | 0.28% | 0.32% | Q1 2023 | Q3 2023 | 3 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 3 | 3 | 1.30% | 2.52% | 4.11% | Q2 2019 | Q4 2019 | 3 |
Crestline Management, LP | 3 | 3 | 0.22% | 0.27% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 3 |
Hudson Value Partners, LLC | 1 | 1 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q1 2023 | 3 |
Fusion Capital, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Greytown Advisors Inc. | 3 | 3 | 0.60% | 0.66% | 0.77% | Q3 2018 | Q1 2019 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 3 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q1 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Summit Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 3 |
WATERSHED PRIVATE WEALTH LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Corient Capital Partners, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 0.24% | 0.30% | 0.39% | Q3 2018 | Q1 2019 | 3 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 1 | 0.07% | 0.08% | 0.11% | Q4 2021 | Q3 2022 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2018 | 3 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
People's United Financial, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 3 |
Rubric Capital Management LP | 3 | 3 | 0.94% | 1.20% | 1.41% | Q3 2019 | Q1 2020 | 3 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.04% | 0.05% | 0.07% | Q3 2018 | Q1 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
LINCOLN NATIONAL CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Blume Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q2 2019 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 3 | 3 | 0.56% | 0.76% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 3 | 0.55% | 0.74% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Glacier Peak Capital LLC | 3 | 3 | 1.91% | 2.47% | 2.90% | Q4 2018 | Q2 2019 | 3 |
HHM Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Kamunting Street Capital Management, L.P. | 3 | 3 | 1.56% | 3.02% | 5.66% | Q1 2022 | Q3 2022 | 3 |
TIGER GLOBAL MANAGEMENT LLC | 3 | 3 | 0.23% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.53% | 0.64% | 0.78% | Q4 2021 | Q2 2022 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q4 2022 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Elequin Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
LBP AM SA | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Cornerstone Wealth Group, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2019 | 3 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.40% | 0.50% | 0.70% | Q4 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Kalos Management, Inc. | 2 | 1 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.16% | Q2 2021 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
OCO Capital Partners, L.P. | 2 | 1 | 8.56% | 16.49% | 22.98% | Q1 2020 | Q2 2022 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
VETAMER CAPITAL MANAGEMENT, L.P. | 3 | 3 | 2.20% | 2.29% | 2.42% | Q1 2023 | Q3 2023 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Aequim Alternative Investments LP | 2 | 2 | 0.34% | 0.43% | 0.51% | Q4 2021 | Q1 2022 | 2 |
Mach-1 Financial Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2019 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.03% | 0.11% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.15% | 0.30% | Q3 2018 | Q4 2021 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.19% | 0.26% | 0.34% | Q1 2023 | Q2 2023 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q4 2023 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2019 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.20% | 0.29% | Q4 2022 | Q2 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Capital Impact Advisors, LLC | 2 | 2 | 0.79% | 0.80% | 0.80% | Q3 2019 | Q4 2019 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Fort Sheridan Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2020 | Q4 2020 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q2 2019 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.64% | 0.66% | 0.68% | Q1 2020 | Q2 2020 | 2 |
Pension Partners, LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q2 2019 | Q3 2019 | 2 |
Bridgewater Associates | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Corvex Management LP | 2 | 2 | 1.67% | 2.08% | 2.49% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.24% | 0.27% | 0.30% | Q2 2021 | Q4 2021 | 2 |
Ascent Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.74% | 1.40% | 2.06% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
JABODON PT CO | 1 | 1 | 0.59% | 0.75% | 0.91% | Q3 2019 | Q2 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
L.M. KOHN & COMPANY | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Parkwood LLC | 2 | 2 | 1.06% | 1.12% | 1.18% | Q1 2019 | Q2 2019 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.51% | 0.61% | 0.71% | Q3 2018 | Q4 2018 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.71% | 0.71% | 0.72% | Q4 2022 | Q1 2023 | 2 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.47% | 1.83% | 3.19% | Q2 2022 | Q3 2023 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.01% | 0.13% | 0.25% | Q4 2018 | Q1 2019 | 2 |
Black Swift Group, LLC | 2 | 2 | 0.11% | 0.42% | 0.74% | Q3 2022 | Q4 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 2 |
PITCAIRN CO | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Apella Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2023 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2022 | Q3 2022 | 2 |
Badgley Phelps Wealth Managers, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.08% | 0.21% | 0.33% | Q1 2022 | Q4 2022 | 2 |
Van Leeuwen & Company, LLC | 2 | 2 | 1.84% | 2.07% | 2.31% | Q3 2021 | Q4 2021 | 2 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q3 2021 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 2 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q2 2021 | 2 |
BP PLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.04% | 0.10% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q2 2021 | 2 |
Gator Capital Management, LLC | 2 | 2 | 4.45% | 4.64% | 4.84% | Q3 2018 | Q4 2018 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q1 2022 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.11% | 0.22% | 0.32% | Q1 2023 | Q2 2023 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Algebris (UK) Ltd | 2 | 2 | 1.24% | 3.90% | 6.57% | Q3 2022 | Q4 2022 | 2 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.17% | 0.40% | 0.63% | Q4 2021 | Q3 2022 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.66% | 0.75% | 0.83% | Q4 2021 | Q1 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
SALEM INVESTMENT COUNSELORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Mn Services Vermogensbeheer B.V. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Saban Capital Group LLC | 2 | 2 | 1.98% | 2.15% | 2.33% | Q4 2018 | Q1 2019 | 2 |
LMR Partners LLP | 1 | 1 | 0.44% | 0.46% | 0.47% | Q4 2018 | Q3 2023 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q4 2021 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Quadrature Capital Ltd | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
Trexquant Investment LP | 2 | 2 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q1 2021 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.92% | 0.96% | 0.99% | Q2 2023 | Q3 2023 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Seelaus Asset Management LLC | 1 | 1 | 0.23% | 0.34% | 0.44% | Q3 2021 | Q2 2023 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.14% | 0.17% | Q1 2022 | Q3 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CONSOLIDATED PRESS INTERNATIONAL HOLDINGS LTD | 2 | 2 | 1.05% | 2.32% | 3.59% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Skaana Management L.P. | 2 | 2 | 0.01% | 0.14% | 0.27% | Q4 2022 | Q1 2023 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.13% | 0.61% | 1.09% | Q4 2021 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.48% | 0.49% | 0.50% | Q2 2021 | Q3 2021 | 2 |
Islet Management, LP | 2 | 2 | 0.54% | 0.57% | 0.60% | Q4 2019 | Q1 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
TCF National Bank | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2020 | 2 |
Knott David M Jr | 2 | 2 | 0.93% | 1.10% | 1.26% | Q4 2021 | Q1 2022 | 2 |
Oxler Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
F/M Investments LLC | 2 | 2 | 3.33% | 3.44% | 3.56% | Q2 2023 | Q3 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Newport Capital Group, LLC | 2 | 2 | 5.13% | 8.44% | 11.75% | Q1 2023 | Q2 2023 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.10% | 0.13% | 0.16% | Q4 2018 | Q4 2019 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.06% | 0.16% | 0.25% | Q3 2022 | Q1 2023 | 2 |
GenTrust, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q1 2022 | 2 |
Spectrum Management Group, LLC | 2 | 2 | 0.33% | 0.36% | 0.38% | Q3 2021 | Q4 2021 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Price Jennifer C. | 2 | 2 | 1.66% | 2.12% | 2.58% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
UNIO CAPITAL LLC | 2 | 2 | 0.28% | 0.28% | 0.29% | Q4 2018 | Q1 2019 | 2 |
Railway Pension Investments Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2021 | 2 |
Darsana Capital Partners LP | 2 | 2 | 12.08% | 13.27% | 14.45% | Q2 2023 | Q3 2023 | 2 |
One68 Global Capital, LLC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2020 | Q2 2020 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CADENCE BANK NA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 1.73% | 1.73% | 1.73% | Q1 2020 | Q1 2020 | 1 |
Sage Rock Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Akaris Global Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q1 2020 | Q1 2020 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Leucadia National | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CSS LLC/IL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cypress Capital Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Choate Investment Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fondren Management LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2018 | Q4 2018 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Qtron Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2019 | Q1 2019 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2018 | Q4 2018 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Astrantus Ltd | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2023 | Q1 2023 | 1 |
SALZHAUER MICHAEL | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q2 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Next Level Private LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2022 | Q2 2022 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
NICOLA WEALTH MANAGEMENT LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
XML Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Miura Global Management | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2019 | Q4 2019 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2021 | Q2 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MIC CAPITAL PARTNERS (PUBLIC) (US) IM, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2019 | Q3 2019 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG3 Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DekaBank Deutsche Girozentrale | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2022 | Q1 2022 | 1 |
Capital International Sarl | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2021 | Q4 2021 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 8.44% | 8.44% | 8.44% | Q3 2018 | Q3 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2021 | Q2 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
AM Squared Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFB Advisors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2022 | Q1 2022 | 1 |
Blue Pool Management Ltd. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2018 | Q3 2018 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
HST Ventures, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retireful, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
GREENHAVEN ASSOCIATES INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2019 | Q2 2019 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2018 | Q3 2018 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Keystone Financial Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Keel Point, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CAMG Solamere Management, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2018 | Q3 2018 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PFG Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
GILL CAPITAL PARTNERS, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Harspring Capital Management, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2019 | Q4 2019 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2021 | Q3 2021 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Samjo Capital LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Palestra Capital Management LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2021 | Q4 2021 | 1 |
KHP Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
GQG Partners LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2021 | Q4 2021 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Seaport Global Advisors, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2021 | Q4 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Settian Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2019 | Q3 2019 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TRIAD FINANCIAL ADVISORS, INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Northwest Bancshares, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2019 | Q3 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2021 | Q1 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
H2O AM LLP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Triumph Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own KKR & CO INC or have owned KKR & CO INC in the past.