Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q3 2023 | 46 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
GABELLI FUNDS LLC | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Donald Smith & Co. | 42 | 42 | 0.43% | 1.26% | 2.41% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2009 | Q3 2023 | 41 |
PRUDENTIAL PLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
Citadel Advisors | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 39 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 19 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
VAN ECK ASSOCIATES CORP | 35 | 35 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2022 | 35 |
Invesco Ltd. | 26 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 33 |
Silchester International Investors LLP | 33 | 33 | 19.45% | 29.19% | 44.74% | Q2 2013 | Q2 2021 | 33 |
SIGNATUREFD, LLC | 24 | 2 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
BlackRock Inc. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
AMERIPRISE FINANCIAL INC | 27 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
PROFUND ADVISORS LLC | 30 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2022 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.10% | 0.24% | Q2 2013 | Q4 2020 | 31 |
BANK OF MONTREAL /CAN/ | 25 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 30 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2021 | 30 |
DEUTSCHE BANK AG\ | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 30 |
SEI INVESTMENTS CO | 16 | 13 | 0.00% | 0.02% | 0.17% | Q4 2014 | Q1 2023 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2020 | 28 |
ASSETMARK, INC | 19 | 8 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
WHITTIER TRUST CO OF NEVADA INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
DekaBank Deutsche Girozentrale | 17 | 10 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2021 | 27 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2021 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 26 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2020 | 24 |
PEAK6 Group LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2018 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2019 | 24 |
CREDIT SUISSE AG/ | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q4 2020 | 23 |
GLENMEDE TRUST CO NA | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 23 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 23 |
BARCLAYS PLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 23 |
Hexavest Inc. | 22 | 22 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2018 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2019 | 22 |
Bank of New York Mellon Corp | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 18 | 3 | 0.00% | 0.15% | 0.78% | Q4 2013 | Q1 2019 | 21 |
Russell Investments Group, Ltd. | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Baillie Gifford | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2021 | 21 |
Creative Planning | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 20 |
REGIONS FINANCIAL CORP | 14 | 6 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2019 | 20 |
Kopernik Global Investors, LLC | 18 | 1 | 0.28% | 2.34% | 4.82% | Q4 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q3 2020 | 19 |
Geneos Wealth Management Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 19 |
GUGGENHEIM CAPITAL LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2018 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.18% | 0.40% | 0.63% | Q2 2013 | Q4 2017 | 19 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 18 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 18 |
IFP Advisors, Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 18 |
GAM Holding AG | 12 | 6 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 18 |
Saturna Capital CORP | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Orbis Allan Gray Ltd | 18 | 18 | 0.05% | 0.13% | 0.17% | Q1 2016 | Q2 2020 | 18 |
Crossmark Global Holdings, Inc. | 12 | 1 | 0.00% | 0.04% | 0.17% | Q3 2016 | Q1 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2021 | 17 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q2 2017 | 17 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 17 |
Barry Investment Advisors, LLC | 17 | 17 | 0.00% | 1.62% | 2.62% | Q4 2014 | Q4 2018 | 17 |
Steward Partners Investment Advisory, LLC | 10 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 17 |
Numeric Investors LLC | 16 | 16 | 0.07% | 0.21% | 0.51% | Q2 2013 | Q1 2017 | 16 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2019 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 16 |
Cubist Systematic Strategies, LLC | 12 | 1 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q1 2022 | 16 |
Hanson & Doremus Investment Management | 16 | 16 | 0.00% | 0.05% | 0.11% | Q3 2017 | Q2 2021 | 16 |
THOMAS WHITE INTERNATIONAL LTD | 14 | 2 | 0.41% | 1.08% | 1.51% | Q3 2013 | Q2 2021 | 16 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 16 |
BOSTON ADVISORS LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2019 | 16 |
ATLAS CAPITAL ADVISORS LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 16 |
FIFTH THIRD BANCORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 16 |
AVIVA PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 16 |
FMR LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
LPL Financial LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2017 | 15 |
Corient Capital Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Smithfield Trust Co | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q4 2016 | 14 |
HSBC HOLDINGS PLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2017 | 14 |
Advisory Services Network, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 9 | 4 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2018 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
TD ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2018 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Advisors Asset Management, Inc. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2019 | 11 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 11 |
ORBIS HOLDINGS LTD | 11 | 11 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q4 2015 | 11 |
Banco de Sabadell, S.A | 11 | 11 | 0.03% | 0.05% | 0.13% | Q1 2018 | Q3 2020 | 11 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.06% | 0.20% | Q1 2018 | Q4 2022 | 11 |
GEODE CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
MENORA MIVTACHIM HOLDINGS LTD. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 11 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
FineMark National Bank & Trust | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 5 | 5 | 0.00% | 0.12% | 0.26% | Q4 2014 | Q1 2018 | 10 |
Capital Innovations LLC | 8 | 2 | 0.50% | 0.68% | 1.30% | Q4 2013 | Q3 2016 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q3 2015 | Q4 2017 | 10 |
NAVELLIER & ASSOCIATES INC | 6 | 4 | 0.00% | 0.03% | 0.18% | Q2 2014 | Q4 2016 | 10 |
Pinnacle Wealth Planning Services, Inc. | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
HARVARD MANAGEMENT CO INC | 10 | 10 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2015 | 10 |
RENAISSANCE GROUP LLC | 10 | 10 | 0.42% | 0.51% | 0.65% | Q3 2015 | Q4 2017 | 10 |
Bartlett & Co. LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2017 | 10 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 10 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 10 |
D.A. DAVIDSON & CO. | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2017 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2019 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 9 |
FDx Advisors, Inc. | 5 | 4 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q4 2017 | 9 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2020 | 9 |
LSV ASSET MANAGEMENT | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q2 2018 | 9 |
American Portfolios Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 9 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 9 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 9 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 9 |
M&T BANK CORP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 9 |
ANALYTIC INVESTORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2016 | 8 |
INDUS CAPITAL PARTNERS, LLC | 7 | 1 | 0.57% | 1.42% | 3.08% | Q2 2013 | Q3 2016 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2020 | 8 |
OPTIMUM INVESTMENT ADVISORS | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEWGATE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.57% | 0.95% | 1.20% | Q2 2013 | Q2 2016 | 8 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Whitnell & Co. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 8 |
DELTA ASSET MANAGEMENT LLC/TN | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
JENNISON ASSOCIATES LLC | 8 | 8 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Forward Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.10% | Q3 2016 | Q2 2018 | 8 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.07% | 0.18% | Q4 2014 | Q1 2020 | 8 |
OXFORD ASSET MANAGEMENT LLP | 6 | 1 | 0.00% | 0.06% | 0.11% | Q4 2015 | Q1 2019 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q2 2019 | 7 |
EverSource Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2016 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Aquatic Capital Management LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Gradient Investments LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Israel Discount Bank of New York | 7 | 7 | 0.00% | 0.05% | 0.07% | Q1 2017 | Q3 2018 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 7 |
BOKF, NA | 4 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Athos Capital Ltd | 6 | 1 | 0.33% | 0.66% | 1.46% | Q2 2017 | Q2 2019 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2021 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2016 | 7 |
West Family Investments, Inc. | 5 | 2 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 7 |
HBK INVESTMENTS L P | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 7 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LMR Partners LLP | 4 | 1 | 0.07% | 0.44% | 0.83% | Q3 2016 | Q1 2019 | 6 |
NumerixS Investment Technologies Inc | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 6 |
Janney Montgomery Scott LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q4 2016 | 6 |
Schechter Investment Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
Bell Investment Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
LEUTHOLD GROUP, LLC | 6 | 6 | 0.07% | 0.12% | 0.16% | Q4 2015 | Q1 2017 | 6 |
RONALD BLUE & CO LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2017 | 6 |
MCKINLEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.14% | Q3 2015 | Q4 2016 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.03% | 0.08% | 0.10% | Q4 2015 | Q2 2020 | 6 |
QS Investors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 6 |
Cambridge Investment Research Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q2 2018 | 6 |
RAYMOND JAMES & ASSOCIATES | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 6 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2021 | 6 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
Sarasin & Partners LLP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Weaver C. Barksdale & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
CITY NATIONAL BANK | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q1 2015 | Q1 2016 | 5 |
AXA S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2016 | Q3 2017 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
PDS Planning, Inc | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 3 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2017 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
PDT Partners, LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 5 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q4 2017 | 5 |
Winfield Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 5 |
Fiduciary Trust Co International of Pennsylvania | 5 | 5 | 0.10% | 0.11% | 0.13% | Q4 2013 | Q4 2014 | 5 |
Vestcor Inc | 5 | 5 | 0.01% | 0.08% | 0.13% | Q4 2019 | Q4 2020 | 5 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2019 | 5 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 5 |
STIFEL FINANCIAL CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
MANAGED ACCOUNT ADVISORS LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Waverton Investment Management Ltd | 4 | 4 | 0.02% | 0.48% | 0.72% | Q4 2017 | Q3 2018 | 4 |
Ashmore Group plc | 2 | 2 | 0.29% | 2.28% | 4.06% | Q3 2014 | Q1 2017 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.18% | 0.51% | 0.75% | Q1 2022 | Q4 2022 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Avestar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthStone, Inc. | 3 | 1 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q1 2021 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Fiera Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2017 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Prestige Wealth Management Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
Ruffer LLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
NorthCoast Asset Management LLC | 2 | 2 | 0.06% | 0.15% | 0.21% | Q3 2014 | Q3 2016 | 4 |
Airain ltd | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2015 | Q2 2017 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.03% | 0.08% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Ativo Capital Management LLC | 4 | 4 | 0.64% | 0.75% | 0.87% | Q4 2015 | Q3 2016 | 4 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q1 2016 | 4 |
Westside Investment Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
KBC Group NV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Acrospire Investment Management LLC | 4 | 4 | 0.00% | 0.04% | 0.06% | Q1 2016 | Q4 2016 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.15% | 0.24% | Q3 2016 | Q3 2018 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 4 |
Freedom Investment Management, Inc. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2015 | Q3 2016 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2016 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2021 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.07% | 0.10% | Q2 2016 | Q1 2017 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
JOHNSON INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Inspire Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Crow Point Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q4 2016 | 3 |
TOWLE & CO | 3 | 3 | 1.32% | 2.22% | 2.68% | Q3 2017 | Q1 2018 | 3 |
DEERE & CO | 3 | 3 | 0.04% | 0.08% | 0.12% | Q1 2016 | Q3 2016 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Atria Investments, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.13% | 0.35% | Q1 2016 | Q4 2016 | 3 |
Raymond James Financial Services Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2016 | 3 |
BlackRock Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
MARIETTA INVESTMENT PARTNERS LLC | 3 | 3 | 0.29% | 0.35% | 0.38% | Q1 2016 | Q3 2016 | 3 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Segantii Capital Management Ltd | 1 | 1 | 0.27% | 0.40% | 0.61% | Q3 2014 | Q1 2016 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
RMB Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Paloma Partners Management Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2019 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.01% | 1.04% | 1.84% | Q4 2015 | Q3 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 3 | 3 | 0.24% | 0.41% | 0.54% | Q3 2020 | Q1 2021 | 3 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2018 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
NS Partners Ltd | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2016 | Q2 2017 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q3 2014 | Q2 2016 | 3 |
OFI Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2011 | Q1 2012 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
HERMES INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2014 | Q1 2016 | 3 |
Strategic Global Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q1 2017 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2014 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Boston Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
Golden State Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q4 2016 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.04% | 0.13% | 0.22% | Q3 2014 | Q2 2016 | 2 |
FIELDPOINT PRIVATE ADVISORS, INC | 2 | 2 | 0.56% | 0.59% | 0.61% | Q2 2016 | Q3 2016 | 2 |
ING GROEP NV | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
PALLADIEM, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Tradewinds Global Investors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Personal Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FEDERATED HERMES, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
Euclid Advisors LLC | 2 | 2 | 3.44% | 3.64% | 3.83% | Q3 2016 | Q4 2016 | 2 |
BLAIR WILLIAM & CO/IL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Glovista Investments LLC | 2 | 2 | 0.28% | 0.36% | 0.43% | Q3 2018 | Q4 2018 | 2 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Maven Securities LTD | 2 | 2 | 1.41% | 1.95% | 2.49% | Q1 2017 | Q2 2017 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Henry James International Management Inc. | 2 | 2 | 0.36% | 0.39% | 0.43% | Q4 2018 | Q1 2019 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2018 | Q1 2019 | 2 |
TODD ASSET MANAGEMENT LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2016 | Q3 2016 | 2 |
ADVISORY RESEARCH INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HighTower Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Unison Advisors LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2017 | Q4 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Financial Architects, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2018 | Q4 2018 | 1 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2012 | Q4 2012 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sigma Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2016 | Q4 2016 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
GRATRY & Co LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2017 | Q3 2017 | 1 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2016 | Q3 2016 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
StoneX Group Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kopernik Global All-Cap Fund, LP | 1 | 1 | 4.48% | 4.48% | 4.48% | Q4 2019 | Q4 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own KOREA ELECTRIC PWR or have owned KOREA ELECTRIC PWR in the past.