Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 112 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 96 |
Walleye Trading LLC | 34 | 34 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 79 |
D. E. Shaw & Co., Inc. | 20 | 2 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 2 | 0.00% | 0.01% | 0.05% | Q3 2012 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 43 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.11% | 0.45% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Investments LLC | 15 | 4 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 5.52% | 9.06% | 13.28% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 42 | 42 | 0.00% | 0.53% | 1.85% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 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 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 1 | 0.01% | 0.02% | 0.05% | Q3 2012 | Q4 2022 | 41 |
PANAGORA ASSET MANAGEMENT INC | 34 | 7 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 41 | 41 | 0.00% | 0.16% | 0.70% | Q3 2013 | Q3 2023 | 41 |
BALYASNY ASSET MANAGEMENT L.P. | 22 | 1 | 0.00% | 0.16% | 0.68% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 35 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
ArrowMark Colorado Holdings LLC | 41 | 41 | 0.58% | 1.28% | 2.22% | Q3 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
PRINCIPAL FINANCIAL GROUP INC | 28 | 6 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 40 |
FMR LLC | 28 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 26 | 14 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 39 | 39 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 39 |
ProShare Advisors LLC | 38 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 39 |
BANK OF MONTREAL /CAN/ | 34 | 2 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 39 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 29 | 9 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2023 | 38 |
BOKF, NA | 25 | 5 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 38 |
MILLENNIUM MANAGEMENT LLC | 28 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 38 |
Cubist Systematic Strategies, LLC | 29 | 3 | 0.00% | 0.03% | 0.15% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
Swiss National Bank | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 36 |
AQR Capital Management | 28 | 8 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 25 | 10 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
HSBC HOLDINGS PLC | 30 | 4 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 34 |
EATON VANCE MANAGEMENT | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2022 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2021 | 34 |
PRUDENTIAL FINANCIAL INC | 27 | 7 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 34 |
First Pacific Advisors, LP | 34 | 34 | 0.87% | 1.55% | 2.06% | Q2 2015 | Q3 2023 | 34 |
RAYMOND JAMES & ASSOCIATES | 33 | 33 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q3 2023 | 33 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 33 |
Private Advisor Group, LLC | 33 | 33 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 33 |
SAMLYN CAPITAL, LLC | 27 | 1 | 0.17% | 3.83% | 7.67% | Q4 2013 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 23 | 1 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 33 |
Clarkston Capital Partners, LLC | 33 | 33 | 1.31% | 4.82% | 7.99% | Q3 2015 | Q3 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 20 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2022 | 32 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 22 | 10 | 0.01% | 0.82% | 1.35% | Q2 2013 | Q4 2022 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
GLOBEFLEX CAPITAL L P | 27 | 5 | 0.05% | 0.48% | 1.11% | Q2 2013 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 31 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.04% | 0.30% | Q4 2012 | Q3 2023 | 31 |
RAYMOND JAMES TRUST N.A. | 31 | 31 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 24 | 2 | 0.00% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 31 |
AMERICAN CENTURY COMPANIES INC | 21 | 2 | 0.05% | 0.10% | 0.17% | Q3 2013 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 30 |
ZACKS INVESTMENT MANAGEMENT | 26 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2022 | 29 |
RETIREMENT CAPITAL STRATEGIES | 29 | 29 | 0.17% | 0.52% | 1.12% | Q3 2016 | Q3 2023 | 29 |
Engineers Gate Manager LP | 16 | 3 | 0.01% | 0.16% | 0.53% | Q4 2014 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 29 |
ClariVest Asset Management LLC | 27 | 2 | 0.00% | 0.10% | 0.29% | Q4 2013 | Q3 2023 | 29 |
BANK OF THE WEST | 29 | 29 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q2 2020 | 29 |
GSA CAPITAL PARTNERS LLP | 17 | 1 | 0.04% | 0.10% | 0.26% | Q2 2013 | Q2 2023 | 28 |
Rafferty Asset Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q2 2022 | 28 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.01% | 0.16% | Q3 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 23 | 5 | 0.09% | 0.63% | 1.20% | Q4 2013 | Q3 2023 | 28 |
Ironwood Investment Counsel, LLC | 28 | 28 | 0.10% | 0.19% | 0.28% | Q4 2016 | Q3 2023 | 28 |
COMERICA BANK | 22 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 28 |
PEAK6 Group LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 27 |
Asset Management One Co., Ltd. | 14 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
ENTERPRISE FINANCIAL SERVICES CORP | 25 | 2 | 0.00% | 0.06% | 0.35% | Q1 2014 | Q4 2022 | 27 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 18 | 4 | 0.01% | 0.28% | 0.66% | Q2 2013 | Q3 2023 | 27 |
M&T BANK CORP | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
LOGAN CAPITAL MANAGEMENT INC | 26 | 26 | 0.02% | 0.13% | 0.55% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.27% | 0.46% | 0.94% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 14 | 12 | 0.00% | 0.06% | 0.37% | Q4 2016 | Q3 2023 | 26 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 26 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
EAGLE ASSET MANAGEMENT INC | 24 | 1 | 0.02% | 0.73% | 2.15% | Q3 2014 | Q3 2023 | 25 |
Cornerstone Wealth Management, LLC | 22 | 3 | 0.05% | 0.21% | 0.42% | Q2 2017 | Q3 2023 | 25 |
Clark Capital Management Group, Inc. | 12 | 6 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q2 2023 | 24 |
CIBC Asset Management Inc | 23 | 1 | 0.00% | 0.08% | 0.20% | Q4 2013 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.48% | 0.76% | 1.05% | Q4 2017 | Q3 2023 | 24 |
NAVELLIER & ASSOCIATES INC | 24 | 24 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q3 2023 | 24 |
NORDEA INVESTMENT MANAGEMENT AB | 22 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 24 |
Freedom Investment Management, Inc. | 24 | 24 | 0.02% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Squarepoint Ops LLC | 15 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q2 2023 | 24 |
Advisors Asset Management, Inc. | 24 | 24 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
Daiwa Securities Group Inc. | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Soros Fund Management | 24 | 24 | 0.19% | 0.70% | 1.43% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 24 |
CASTLEARK MANAGEMENT LLC | 16 | 7 | 0.01% | 0.28% | 0.50% | Q4 2017 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q3 2023 | 23 |
MACQUARIE GROUP LTD | 18 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 23 | 23 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Yorktown Management & Research Co Inc | 13 | 10 | 0.09% | 1.39% | 3.40% | Q3 2017 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 23 |
CIBC WORLD MARKET INC. | 22 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 23 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 23 |
Azora Capital LP | 12 | 11 | 0.92% | 6.16% | 11.25% | Q4 2017 | Q3 2023 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 23 |
JAMES INVESTMENT RESEARCH INC | 17 | 1 | 0.00% | 0.42% | 0.95% | Q1 2017 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.00% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 23 |
Versor Investments LP | 14 | 4 | 0.01% | 0.16% | 0.59% | Q2 2017 | Q3 2023 | 23 |
NISA INVESTMENT ADVISORS, LLC | 12 | 11 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 23 |
Walleye Capital LLC | 9 | 1 | 0.00% | 0.08% | 0.44% | Q1 2019 | Q3 2023 | 22 |
Interval Partners, LP | 11 | 1 | 0.04% | 0.22% | 0.61% | Q1 2015 | Q3 2023 | 22 |
Southpoint Capital Advisors LP | 22 | 22 | 0.90% | 4.28% | 8.42% | Q2 2018 | Q3 2023 | 22 |
Engle Capital Management, L.P. | 12 | 10 | 3.18% | 9.41% | 17.27% | Q3 2017 | Q1 2023 | 22 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 22 |
TD ASSET MANAGEMENT INC | 13 | 9 | 0.00% | 0.04% | 0.07% | Q1 2014 | Q3 2023 | 22 |
Employees Retirement System of Texas | 11 | 11 | 0.02% | 0.25% | 0.77% | Q1 2018 | Q3 2023 | 22 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 3 | 0.00% | 0.03% | 0.23% | Q3 2017 | Q1 2023 | 22 |
Janney Montgomery Scott LLC | 14 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 22 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.15% | 0.57% | Q1 2017 | Q3 2023 | 22 |
Junto Capital Management LP | 20 | 2 | 1.23% | 3.09% | 5.02% | Q3 2017 | Q3 2023 | 22 |
Paloma Partners Management Co | 6 | 1 | 0.01% | 0.02% | 0.12% | Q1 2014 | Q4 2021 | 22 |
ASSETMARK, INC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 21 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.05% | 0.20% | Q1 2014 | Q3 2023 | 21 |
HMI Capital Management, L.P. | 21 | 21 | 2.37% | 13.13% | 25.20% | Q4 2013 | Q4 2018 | 21 |
APG Asset Management N.V. | 14 | 1 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 21 |
CONGRESS ASSET MANAGEMENT CO /MA | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2023 | 21 |
MARTINGALE ASSET MANAGEMENT L P | 12 | 2 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 21 |
PineBridge Investments, L.P. | 17 | 1 | 0.01% | 0.18% | 0.39% | Q4 2013 | Q3 2023 | 21 |
Sheaff Brock Investment Advisors, LLC | 19 | 2 | 0.04% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 21 |
Versant Capital Management, Inc | 17 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 21 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Boston Partners | 20 | 20 | 0.01% | 0.05% | 0.28% | Q4 2018 | Q3 2023 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q1 2023 | 20 |
SHELL ASSET MANAGEMENT CO | 19 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 20 |
IBM Retirement Fund | 12 | 2 | 0.01% | 0.03% | 0.26% | Q2 2013 | Q1 2022 | 20 |
Integrated Investment Consultants, LLC | 12 | 1 | 0.02% | 0.12% | 0.33% | Q1 2016 | Q3 2023 | 20 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 19 | 0.04% | 0.15% | 0.25% | Q1 2019 | Q3 2023 | 19 |
HENNESSY ADVISORS INC | 15 | 4 | 0.11% | 0.46% | 1.06% | Q1 2014 | Q3 2021 | 19 |
WINTON GROUP Ltd | 14 | 1 | 0.01% | 0.04% | 0.25% | Q1 2018 | Q2 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 19 |
Aperio Group, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.04% | 0.18% | Q4 2017 | Q2 2022 | 19 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 19 |
Three Peaks Capital Management, LLC | 19 | 19 | 0.88% | 1.47% | 2.88% | Q1 2017 | Q3 2021 | 19 |
Parallel Advisors, LLC | 17 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Cipher Capital LP | 5 | 1 | 0.02% | 0.14% | 0.79% | Q4 2013 | Q3 2023 | 19 |
Quantinno Capital Management LP | 14 | 5 | 0.06% | 0.25% | 0.55% | Q4 2018 | Q3 2023 | 19 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 19 | 19 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q4 2017 | 19 |
PITCAIRN CO | 14 | 5 | 0.03% | 0.09% | 0.18% | Q2 2014 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.14% | 0.91% | Q2 2017 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 12 | 6 | 0.01% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 18 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.10% | 0.49% | Q2 2013 | Q4 2019 | 18 |
LONDON CO OF VIRGINIA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 18 |
Wildcat Capital Management, LLC | 18 | 18 | 1.74% | 5.05% | 12.67% | Q4 2014 | Q1 2019 | 18 |
Independent Advisor Alliance | 15 | 3 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2023 | 18 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.07% | 0.19% | Q4 2016 | Q2 2023 | 18 |
Robeco Institutional Asset Management B.V. | 6 | 2 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q3 2023 | 18 |
NumerixS Investment Technologies Inc | 17 | 1 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q2 2020 | 18 |
PDT Partners, LLC | 7 | 1 | 0.01% | 0.17% | 0.39% | Q2 2013 | Q3 2023 | 18 |
Calamos Advisors LLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2022 | 18 |
Van Leeuwen & Company, LLC | 18 | 18 | 0.20% | 0.54% | 1.08% | Q2 2019 | Q3 2023 | 18 |
ARGENT CAPITAL MANAGEMENT LLC | 18 | 18 | 0.02% | 1.63% | 4.12% | Q2 2019 | Q3 2023 | 18 |
WealthTrust-Arizona, LLC | 12 | 6 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2018 | 18 |
LAZARD ASSET MANAGEMENT LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 18 |
Artemis Investment Management LLP | 18 | 18 | 0.05% | 0.66% | 1.10% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 17 |
GREENLEAF TRUST | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
FPR PARTNERS LLC | 17 | 17 | 3.85% | 9.49% | 12.74% | Q2 2013 | Q2 2017 | 17 |
MAVERICK CAPITAL LTD | 14 | 3 | 0.01% | 0.37% | 1.24% | Q1 2017 | Q2 2022 | 17 |
Bowling Portfolio Management LLC | 17 | 17 | 0.06% | 0.55% | 1.22% | Q3 2018 | Q3 2022 | 17 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2023 | 17 |
STIFEL FINANCIAL CORP | 16 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 17 |
Geneos Wealth Management Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 17 |
NATIXIS | 7 | 1 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 17 |
BARINGS LLC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 16 |
Kalos Management, Inc. | 16 | 16 | 0.39% | 0.60% | 0.90% | Q1 2018 | Q4 2021 | 16 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.12% | Q3 2017 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.06% | Q2 2015 | Q2 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.12% | 0.21% | 0.29% | Q2 2013 | Q1 2017 | 16 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 16 |
Harvest Fund Management Co., Ltd | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 16 |
AlphaCrest Capital Management LLC | 16 | 16 | 0.02% | 0.09% | 0.27% | Q4 2018 | Q3 2022 | 16 |
Hillsdale Investment Management Inc. | 9 | 1 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q2 2023 | 16 |
Financial Advocates Investment Management | 16 | 16 | 0.05% | 0.08% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Bullseye Asset Management LLC | 16 | 16 | 0.85% | 1.80% | 2.98% | Q4 2019 | Q3 2023 | 16 |
CULLEN/FROST BANKERS, INC. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.15% | 0.45% | Q1 2014 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Brandywine Global Investment Management, LLC | 13 | 1 | 0.00% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 16 |
STRS OHIO | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 16 |
World Asset Management Inc | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2021 | 16 |
TRILLIUM ASSET MANAGEMENT, LLC | 16 | 16 | 0.09% | 0.70% | 1.34% | Q4 2019 | Q3 2023 | 16 |
ALPHA WINDWARD LLC | 15 | 1 | 0.01% | 0.15% | 0.34% | Q2 2013 | Q3 2020 | 16 |
State of Alaska, Department of Revenue | 14 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MAI Capital Management | 11 | 5 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 16 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.21% | 0.98% | 2.07% | Q4 2020 | Q3 2023 | 16 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2022 | 16 |
Advantage Alpha Capital Partners LP | 16 | 16 | 0.79% | 1.24% | 1.78% | Q4 2019 | Q3 2023 | 16 |
Sandy Spring Bank | 10 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
HighTower Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 16 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q2 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.11% | 0.23% | Q2 2014 | Q2 2023 | 15 |
Penserra Capital Management LLC | 9 | 6 | 0.00% | 0.08% | 0.69% | Q3 2017 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Oliver Luxxe Assets LLC | 14 | 1 | 0.11% | 0.45% | 0.68% | Q4 2019 | Q3 2023 | 15 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Creative Planning | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Partners, LTD. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Vident Investment Advisory, LLC | 7 | 1 | 0.01% | 0.11% | 0.25% | Q1 2017 | Q1 2023 | 15 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 3 | 0.09% | 0.25% | 0.35% | Q2 2015 | Q3 2023 | 15 |
FULTON BANK, N.A. | 15 | 15 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q4 2023 | 15 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 7 | 1 | 0.03% | 0.32% | 0.97% | Q2 2013 | Q4 2020 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 8 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2023 | 15 |
Nicholas Investment Partners, LP | 11 | 4 | 0.03% | 0.13% | 0.59% | Q4 2019 | Q3 2023 | 15 |
TPG Group Holdings (SBS) Advisors, Inc. | 15 | 15 | 1.17% | 4.30% | 9.48% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
SPO ADVISORY CORP | 15 | 15 | 3.09% | 5.56% | 8.25% | Q4 2014 | Q2 2018 | 15 |
PRIMECAP MANAGEMENT CO/CA/ | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FRED ALGER MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q1 2023 | 15 |
Stockbridge Partners LLC | 15 | 15 | 4.43% | 7.60% | 10.11% | Q2 2013 | Q4 2016 | 15 |
MACKENZIE FINANCIAL CORP | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
BlueMar Capital Management, LLC | 11 | 1 | 0.53% | 3.51% | 6.92% | Q4 2016 | Q3 2023 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 8 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q4 2019 | 15 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 4 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 8 | 7 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
GABLES CAPITAL MANAGEMENT INC. | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
LEUTHOLD GROUP, LLC | 15 | 15 | 0.04% | 0.08% | 0.42% | Q3 2019 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
PICTON MAHONEY ASSET MANAGEMENT | 9 | 6 | 0.01% | 0.35% | 0.92% | Q4 2018 | Q3 2022 | 15 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Trexquant Investment LP | 5 | 1 | 0.03% | 0.10% | 0.41% | Q4 2016 | Q1 2023 | 14 |
Venturi Wealth Management, LLC | 14 | 14 | 0.66% | 0.87% | 1.12% | Q2 2020 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.07% | 0.18% | Q1 2017 | Q4 2022 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
CENTRAL TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.10% | 0.28% | Q2 2019 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 6 | 0.02% | 0.04% | 0.11% | Q3 2018 | Q3 2022 | 14 |
WADDELL & REED FINANCIAL INC | 14 | 14 | 0.05% | 0.11% | 0.15% | Q4 2017 | Q1 2021 | 14 |
AXA S.A. | 8 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2023 | 14 |
Point72 Europe (London) LLP | 12 | 2 | 0.30% | 2.95% | 6.72% | Q1 2020 | Q3 2023 | 14 |
FCF Advisors LLC | 9 | 5 | 0.26% | 0.75% | 1.19% | Q4 2018 | Q1 2023 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2021 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Foster Victor Wealth Advisors, LLC | 14 | 14 | 0.12% | 0.76% | 1.18% | Q2 2020 | Q3 2023 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Raymond James Financial Services Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 14 | 14 | 0.07% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 14 |
REINHART PARTNERS, LLC. | 14 | 14 | 0.71% | 1.17% | 2.04% | Q2 2020 | Q3 2023 | 14 |
WFG Advisors, LP | 13 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 14 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2023 | 14 |
PFS INVESTMENTS INC. | 13 | 13 | 0.02% | 0.12% | 0.22% | Q2 2020 | Q2 2023 | 13 |
BLAIR WILLIAM & CO/IL | 11 | 2 | 0.01% | 0.20% | 0.35% | Q2 2013 | Q3 2023 | 13 |
WJ Wealth Management, LLC | 12 | 1 | 0.14% | 0.39% | 0.88% | Q2 2020 | Q3 2023 | 13 |
Epoch Investment Partners, Inc. | 13 | 13 | 0.11% | 0.33% | 0.62% | Q3 2020 | Q3 2023 | 13 |
WESTPAC BANKING CORP | 12 | 1 | 0.03% | 0.05% | 0.10% | Q4 2015 | Q1 2023 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.09% | 0.23% | Q2 2019 | Q3 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.02% | 0.13% | 0.28% | Q3 2020 | Q3 2023 | 13 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 2 | 0.05% | 0.11% | 0.28% | Q3 2015 | Q4 2022 | 13 |
NN Investment Partners Holdings N.V. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2022 | 13 |
Otter Creek Advisors, LLC | 11 | 2 | 0.94% | 2.60% | 4.12% | Q2 2017 | Q4 2022 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.07% | 0.11% | 0.16% | Q1 2018 | Q1 2021 | 13 |
Plante Moran Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 1 | 0.00% | 0.07% | 0.24% | Q1 2019 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Nationwide Fund Advisors | 11 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 13 |
QS Investors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 13 |
Aureus Asset Management, LLC | 13 | 13 | 0.04% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
AEGON ASSET MANAGEMENT UK PLC | 13 | 13 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.05% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Artisan Partners Limited Partnership | 7 | 6 | 0.14% | 0.25% | 0.37% | Q2 2013 | Q4 2022 | 13 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.11% | 0.75% | Q1 2019 | Q3 2023 | 13 |
Covington Capital Management | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Hudson Bay Capital Management LP | 4 | 1 | 0.04% | 0.12% | 0.35% | Q4 2017 | Q3 2023 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
DAVIDSON INVESTMENT ADVISORS | 12 | 12 | 0.00% | 0.21% | 0.29% | Q2 2013 | Q1 2016 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 2 | 0.04% | 0.15% | 0.29% | Q3 2019 | Q3 2023 | 12 |
Heron Bay Capital Management | 12 | 12 | 0.81% | 2.79% | 6.06% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.10% | 0.31% | Q4 2019 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
GREAT LAKES ADVISORS, LLC | 5 | 3 | 0.04% | 0.17% | 0.56% | Q3 2014 | Q1 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.00% | 0.17% | 0.41% | Q4 2020 | Q3 2023 | 12 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.06% | 0.16% | Q1 2014 | Q2 2021 | 12 |
Bridgewater Associates | 9 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 12 |
CADENCE CAPITAL MANAGEMENT LLC | 8 | 2 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q2 2020 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.01% | 0.03% | 0.09% | Q1 2015 | Q1 2022 | 12 |
SAWGRASS ASSET MANAGEMENT LLC | 11 | 11 | 0.02% | 0.08% | 0.16% | Q2 2017 | Q4 2019 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.71% | 1.21% | 1.96% | Q1 2021 | Q3 2023 | 11 |
Elkfork Partners LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2019 | 11 |
MONECO Advisors, LLC | 11 | 11 | 0.11% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
BNP Paribas Asset Management Holding S.A. | 6 | 5 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.00% | 0.04% | 0.39% | Q1 2021 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 7 | 4 | 0.04% | 0.31% | 0.86% | Q1 2019 | Q3 2022 | 11 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 11 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.14% | 0.21% | 0.30% | Q1 2021 | Q3 2023 | 11 |
DekaBank Deutsche Girozentrale | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.06% | 0.53% | 1.02% | Q1 2014 | Q2 2019 | 11 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 11 |
Capital Asset Advisory Services LLC | 11 | 11 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 11 |
KWB Wealth | 8 | 3 | 0.59% | 0.88% | 1.24% | Q4 2020 | Q3 2023 | 11 |
HighVista Strategies LLC | 6 | 1 | 0.28% | 1.03% | 1.45% | Q2 2013 | Q1 2023 | 11 |
LMR Partners LLP | 9 | 2 | 0.01% | 0.36% | 0.92% | Q2 2020 | Q3 2023 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AJO, LP | 10 | 1 | 0.01% | 0.17% | 0.45% | Q1 2017 | Q1 2020 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Glen Harbor Capital Management LLC | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2019 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 11 |
Valeo Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 11 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 11 | 11 | 0.47% | 2.29% | 7.14% | Q1 2018 | Q3 2020 | 11 |
FARMERS & MERCHANTS INVESTMENTS INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 11 |
RITHOLTZ WEALTH MANAGEMENT | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Advisor OS, LLC | 11 | 11 | 0.06% | 0.20% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Tyers Asset Management LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2019 | 11 |
Meadow Creek Investment Management LLC | 11 | 11 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q3 2019 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 11 |
LVW Advisors, LLC | 11 | 11 | 0.13% | 0.16% | 0.25% | Q1 2021 | Q3 2023 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 11 | 11 | 0.11% | 0.19% | 0.29% | Q1 2021 | Q3 2023 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 3 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.26% | 0.36% | 0.58% | Q1 2021 | Q3 2023 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.04% | 0.12% | 0.24% | Q2 2013 | Q4 2015 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.06% | 0.08% | 0.09% | Q3 2017 | Q1 2020 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
FDx Advisors, Inc. | 11 | 11 | 0.03% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 11 |
CX Institutional | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q2 2023 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 11 | 11 | 0.86% | 1.81% | 2.80% | Q1 2021 | Q3 2023 | 11 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q3 2019 | 11 |
COOKE & BIELER LP | 10 | 10 | 0.01% | 0.09% | 0.37% | Q4 2013 | Q1 2016 | 10 |
Symmetry Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2023 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 10 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 10 |
LOOMIS SAYLES & CO L P | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Laurion Capital Management LP | 4 | 1 | 0.01% | 0.09% | 0.61% | Q1 2016 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Ethic Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.07% | 0.25% | Q3 2017 | Q3 2020 | 10 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.10% | 0.25% | 0.43% | Q2 2017 | Q4 2020 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SUMITOMO LIFE INSURANCE CO | 10 | 10 | 0.03% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Teza Capital Management LLC | 5 | 1 | 0.03% | 0.16% | 0.55% | Q2 2018 | Q3 2023 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 10 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.11% | 0.49% | Q4 2015 | Q1 2023 | 10 |
Great Diamond Partners, LLC | 9 | 1 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Akre Capital Management | 10 | 10 | 0.69% | 2.21% | 2.99% | Q2 2013 | Q3 2015 | 10 |
Sanchez Wealth Management Group | 9 | 1 | 0.10% | 0.13% | 0.19% | Q1 2021 | Q3 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 4 | 2 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q4 2019 | 10 |
Wealth Alliance | 9 | 1 | 0.05% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Sterling Capital Management LLC | 6 | 4 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2019 | 10 |
Cetera Advisors LLC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 10 |
Intercontinental Wealth Advisors, LLC | 10 | 10 | 0.06% | 0.13% | 0.24% | Q1 2021 | Q2 2023 | 10 |
ACT Advisors, LLC. | 5 | 5 | 0.14% | 0.26% | 0.43% | Q4 2020 | Q3 2023 | 10 |
CHASE INVESTMENT COUNSEL CORP | 6 | 4 | 0.31% | 1.22% | 2.80% | Q1 2018 | Q1 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Qtron Investments LLC | 5 | 5 | 0.07% | 0.20% | 0.32% | Q4 2018 | Q2 2021 | 10 |
AHL Partners LLP | 6 | 4 | 0.02% | 0.13% | 0.27% | Q3 2014 | Q4 2017 | 10 |
Pearl River Capital, LLC | 3 | 2 | 0.04% | 0.17% | 0.32% | Q3 2019 | Q1 2023 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
XPONANCE, INC. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2022 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 10 |
YHB Investment Advisors, Inc. | 10 | 10 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Knights of Columbus Asset Advisors LLC | 8 | 1 | 0.20% | 0.49% | 0.98% | Q4 2019 | Q3 2023 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 9 | 9 | 0.09% | 0.30% | 0.47% | Q4 2020 | Q4 2022 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 0.19% | 0.31% | 0.48% | Q4 2020 | Q4 2022 | 9 |
Catalyst Capital Advisors LLC | 9 | 9 | 0.07% | 0.18% | 0.24% | Q1 2021 | Q1 2023 | 9 |
Belpointe Asset Management LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Waratah Capital Advisors Ltd. | 8 | 1 | 0.03% | 0.15% | 0.81% | Q1 2017 | Q3 2023 | 9 |
Lone Pine Capital | 6 | 3 | 1.53% | 3.23% | 4.22% | Q1 2014 | Q3 2023 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Three Corner Global Investors LP | 6 | 1 | 2.82% | 7.05% | 10.40% | Q4 2013 | Q1 2018 | 9 |
Century Capital Management, LLC | 9 | 9 | 0.02% | 0.18% | 0.31% | Q2 2015 | Q2 2017 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ICON ADVISERS INC/CO | 9 | 9 | 1.26% | 2.10% | 2.73% | Q3 2021 | Q3 2023 | 9 |
AGF Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2020 | 9 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2022 | 9 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2017 | 9 |
Riverpoint Wealth Management Holdings, LLC | 9 | 9 | 0.08% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Cambria Investment Management, L.P. | 9 | 9 | 0.22% | 0.45% | 0.72% | Q4 2014 | Q4 2016 | 9 |
Cornerstone Investment Partners, LLC | 9 | 9 | 0.02% | 1.58% | 2.88% | Q3 2021 | Q3 2023 | 9 |
Alberta Investment Management Corp | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q3 2023 | 9 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Boston Trust Walden Corp | 9 | 9 | 0.04% | 0.12% | 0.28% | Q4 2013 | Q4 2015 | 9 |
PRIVATE TRUST CO NA | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 9 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 9 | 0.90% | 1.30% | 2.05% | Q3 2021 | Q3 2023 | 9 |
Phoenix Holdings Ltd. | 9 | 9 | 0.01% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Sciencast Management LP | 6 | 1 | 0.07% | 0.22% | 0.41% | Q4 2018 | Q1 2022 | 9 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 9 | 9 | 0.09% | 0.15% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Tributary Capital Management, LLC | 8 | 1 | 0.07% | 0.13% | 0.21% | Q4 2019 | Q1 2022 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 3 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q1 2023 | 9 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q2 2022 | 9 |
Gillson Capital LP | 4 | 1 | 0.13% | 1.00% | 2.77% | Q3 2019 | Q1 2023 | 9 |
COOKSON PEIRCE & CO INC | 9 | 9 | 1.15% | 1.64% | 2.49% | Q1 2021 | Q1 2023 | 9 |
O'Shares Investment Advisers, LLC | 6 | 3 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q1 2022 | 9 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Mirae Asset Global Investments Co., Ltd. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Atria Investments, Inc | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Penn Capital Management Company, LLC | 9 | 9 | 0.21% | 0.47% | 0.61% | Q4 2013 | Q4 2015 | 9 |
BINGHAM OSBORN & SCARBOROUGH LLC | 9 | 9 | 0.03% | 0.04% | 0.08% | Q3 2013 | Q3 2015 | 9 |
Dragoneer Investment Group | 8 | 8 | 4.02% | 8.86% | 12.18% | Q2 2015 | Q1 2017 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 8 |
LORD, ABBETT & CO. LLC | 7 | 1 | 0.01% | 0.10% | 0.14% | Q4 2013 | Q4 2019 | 8 |
Symphony Financial, Ltd. Co. | 7 | 1 | 0.40% | 0.58% | 0.75% | Q1 2021 | Q3 2023 | 8 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 8 | 8 | 0.05% | 0.10% | 0.15% | Q4 2016 | Q3 2018 | 8 |
Donoghue Forlines LLC | 6 | 2 | 0.17% | 0.30% | 0.43% | Q1 2021 | Q1 2023 | 8 |
Eagle Bay Advisors LLC | 8 | 8 | 0.00% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Maven Securities LTD | 5 | 1 | 0.01% | 0.09% | 0.46% | Q3 2019 | Q3 2022 | 8 |
BOSTON ADVISORS LLC | 4 | 1 | 0.04% | 0.26% | 0.42% | Q4 2013 | Q3 2019 | 8 |
CLINTON GROUP INC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q4 2016 | 8 |
PZENA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 7 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 8 |
CARILLON TOWER ADVISERS, INC. | 8 | 8 | 0.18% | 0.34% | 0.70% | Q1 2019 | Q4 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.12% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
Aquila Investment Management LLC | 8 | 8 | 1.00% | 1.30% | 1.75% | Q4 2021 | Q3 2023 | 8 |
OppenheimerFunds, Inc. | 7 | 1 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2019 | 8 |
Realta Investment Advisors | 5 | 3 | 0.00% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 8 |
Gradient Investments LLC | 8 | 8 | 0.09% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 8 | 8 | 9.94% | 11.08% | 12.89% | Q4 2021 | Q3 2023 | 8 |
Phase 2 Partners, LLC | 8 | 8 | 3.52% | 5.01% | 7.93% | Q4 2021 | Q3 2023 | 8 |
BAMCO INC /NY/ | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
COMMUNITY TRUST & INVESTMENT CO | 8 | 8 | 0.51% | 0.68% | 0.87% | Q3 2021 | Q2 2023 | 8 |
TORONTO DOMINION BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 8 |
CNB Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.57% | 0.82% | 1.26% | Q3 2017 | Q2 2019 | 8 |
Inspire Investing, LLC | 6 | 1 | 0.02% | 0.20% | 0.37% | Q1 2020 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ETF MANAGERS GROUP, LLC | 8 | 8 | 0.02% | 0.09% | 0.16% | Q4 2017 | Q3 2019 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
abrdn plc | 8 | 8 | 0.24% | 0.40% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Intersect Capital LLC | 8 | 8 | 0.06% | 0.10% | 0.20% | Q3 2020 | Q2 2022 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2016 | 8 |
Simplicity Solutions, LLC | 7 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.26% | 0.94% | Q4 2016 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.10% | 0.22% | 0.35% | Q4 2021 | Q3 2023 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.03% | 0.27% | 0.66% | Q4 2018 | Q3 2023 | 8 |
Crestline Management, LP | 2 | 1 | 0.07% | 0.56% | 1.22% | Q2 2017 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 8 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 8 | 0.11% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Future Fund LLC | 8 | 8 | 0.32% | 1.01% | 3.33% | Q4 2021 | Q3 2023 | 8 |
Redwood Investment Management, LLC | 4 | 2 | 0.11% | 0.20% | 0.32% | Q2 2019 | Q3 2023 | 8 |
Origin Asset Management LLP | 8 | 8 | 0.25% | 0.72% | 1.46% | Q2 2018 | Q1 2020 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gotham Asset Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2021 | 8 |
Parkside Financial Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
TOBAM | 7 | 1 | 0.00% | 0.14% | 0.39% | Q4 2020 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.16% | 0.20% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.20% | Q2 2015 | Q4 2021 | 8 |
INTRUST BANK NA | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.01% | 0.09% | 0.16% | Q1 2017 | Q4 2019 | 7 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.01% | 0.07% | 0.24% | Q2 2016 | Q4 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Strategic Global Advisors, LLC | 5 | 2 | 0.31% | 0.46% | 0.68% | Q2 2020 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MALTESE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.19% | 0.31% | Q2 2015 | Q2 2020 | 7 |
PUTNAM INVESTMENTS LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 7 | 7 | 0.03% | 2.95% | 4.62% | Q4 2015 | Q2 2017 | 7 |
Center for Financial Planning, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 7 |
Archer Investment Corp | 7 | 7 | 0.16% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 7 | 7 | 0.43% | 0.76% | 1.27% | Q1 2022 | Q3 2023 | 7 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.01% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Zweig-DiMenna Associates LLC | 6 | 1 | 0.02% | 1.29% | 2.12% | Q4 2016 | Q4 2018 | 7 |
Stone Ridge Asset Management LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q4 2018 | Q2 2020 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.00% | 0.15% | 0.23% | Q2 2013 | Q4 2014 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5 | 2 | 1.21% | 1.44% | 1.93% | Q4 2021 | Q3 2023 | 7 |
CSat Investment Advisory, L.P. | 7 | 7 | 0.00% | 0.12% | 0.74% | Q2 2019 | Q4 2020 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
XML Financial, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.14% | 0.36% | Q2 2021 | Q4 2022 | 7 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 7 |
Tikvah Management LLC | 7 | 7 | 0.20% | 0.34% | 0.54% | Q1 2014 | Q3 2015 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Matarin Capital Management, LLC | 6 | 1 | 0.03% | 0.08% | 0.11% | Q2 2015 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Johnson Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 7 |
Gerber Kawasaki Wealth & Investment Management | 6 | 1 | 0.00% | 0.14% | 0.28% | Q3 2021 | Q3 2023 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q1 2018 | 7 |
Magnetar Financial LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 7 |
SIRIOS CAPITAL MANAGEMENT L P | 7 | 7 | 0.27% | 2.06% | 4.00% | Q4 2021 | Q2 2023 | 7 |
CenterStar Asset Management, LLC | 2 | 2 | 0.01% | 0.06% | 0.24% | Q1 2020 | Q2 2022 | 7 |
Glenview Trust Co | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q4 2022 | 7 |
Timpani Capital Management LLC | 7 | 7 | 0.41% | 0.64% | 1.03% | Q3 2017 | Q1 2019 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EAM Investors, LLC | 4 | 1 | 0.31% | 0.42% | 0.53% | Q2 2017 | Q1 2021 | 7 |
ACG Wealth | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2015 | 7 |
MARSHALL WACE ASIA Ltd | 7 | 7 | 0.42% | 1.23% | 1.74% | Q1 2020 | Q3 2021 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Clean Yield Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.05% | 0.13% | 0.23% | Q1 2021 | Q4 2022 | 7 |
Sovarnum Capital L.P. | 6 | 1 | 1.61% | 5.38% | 10.02% | Q4 2017 | Q3 2021 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.24% | 0.35% | Q3 2014 | Q2 2019 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Convergence Investment Partners, LLC | 3 | 1 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q4 2022 | 7 |
BTC Capital Management, Inc. | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q1 2023 | 7 |
Systematic Alpha Investments, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 7 |
Cerebellum GP, LLC | 4 | 1 | 0.09% | 0.22% | 0.30% | Q4 2017 | Q3 2020 | 7 |
CKW FINANCIAL GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
COMMERCE BANK | 7 | 7 | 0.30% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
CVA Family Office, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
TOTH FINANCIAL ADVISORY CORP | 7 | 7 | 0.00% | 0.04% | 0.12% | Q3 2021 | Q1 2023 | 7 |
FIL Ltd | 7 | 7 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Prana Capital Management, LP | 2 | 1 | 0.44% | 1.11% | 2.02% | Q1 2018 | Q2 2023 | 7 |
Assured Investment Management LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q4 2018 | 7 |
OAKBROOK INVESTMENTS LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q4 2019 | 7 |
Edgestream Partners, L.P. | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Research Global Investors | 7 | 7 | 0.03% | 0.11% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
State of Wyoming | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
DENVER INVESTMENT ADVISORS LLC | 7 | 7 | 0.04% | 0.13% | 0.19% | Q4 2013 | Q2 2015 | 7 |
ADVISORY RESEARCH INC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q4 2022 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Riverview Trust Co | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 6 |
Jackson Square Partners, LLC | 6 | 6 | 2.13% | 2.79% | 3.62% | Q2 2022 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q2 2023 | 6 |
IFM Investors Pty Ltd | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
AVIVA PLC | 6 | 6 | 0.04% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Jasper Ridge Partners, L.P. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 2 | 0.07% | 0.18% | 0.24% | Q4 2016 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Global Endowment Management, LP | 4 | 1 | 0.05% | 0.45% | 0.62% | Q2 2013 | Q4 2016 | 6 |
DnB Asset Management AS | 6 | 6 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q4 2023 | 6 |
EMINENCE CAPITAL, LP | 6 | 6 | 0.82% | 1.87% | 3.28% | Q2 2022 | Q3 2023 | 6 |
Alera Investment Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.16% | 0.44% | Q2 2021 | Q3 2023 | 6 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
KBC Group NV | 6 | 6 | 0.00% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Vestcor Inc | 6 | 6 | 0.01% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
XTX Topco Ltd | 3 | 3 | 0.06% | 0.16% | 0.21% | Q2 2021 | Q1 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
GAM Holding AG | 6 | 6 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Mn Services Vermogensbeheer B.V. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SPX Gestao de Recursos Ltda | 6 | 6 | 0.42% | 2.46% | 6.07% | Q1 2020 | Q2 2021 | 6 |
AlpInvest Partners B.V. | 5 | 1 | 0.45% | 13.54% | 22.54% | Q4 2012 | Q2 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Gulf International Bank (UK) Ltd | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Korea Investment CORP | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
B. Metzler seel. Sohn & Co. AG | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Governors Lane LP | 4 | 4 | 0.30% | 1.49% | 2.32% | Q4 2021 | Q3 2022 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
JUPITER ASSET MANAGEMENT LTD | 4 | 2 | 0.01% | 0.06% | 0.14% | Q1 2021 | Q1 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.14% | 0.19% | 0.31% | Q2 2017 | Q3 2019 | 6 |
ICC CAPITAL MANAGEMENT INC/ | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2014 | 6 |
DSM CAPITAL PARTNERS LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 6 |
WHITTIER TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 2 | 0.29% | 0.62% | 1.16% | Q4 2015 | Q3 2018 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2023 | 6 |
Verdence Capital Advisors LLC | 6 | 6 | 0.36% | 0.41% | 0.52% | Q1 2022 | Q2 2023 | 6 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Andra AP-fonden | 6 | 6 | 0.11% | 0.18% | 0.26% | Q2 2022 | Q3 2023 | 6 |
Invictus RG | 4 | 2 | 0.01% | 0.18% | 0.49% | Q4 2016 | Q2 2018 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 3 | 1 | 0.04% | 0.17% | 0.41% | Q4 2018 | Q3 2022 | 6 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.66% | 0.85% | 1.01% | Q4 2020 | Q1 2022 | 6 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.07% | Q1 2019 | Q2 2022 | 6 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 6 | 6 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYNOVUS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2020 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Impax Asset Management Group plc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
WCM INVESTMENT MANAGEMENT, LLC | 6 | 6 | 1.02% | 1.60% | 1.86% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2021 | 6 |
FORSTA AP-FONDEN | 6 | 6 | 0.03% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Amundi | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Airain ltd | 3 | 1 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q2 2017 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.01% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.09% | 0.18% | 0.39% | Q2 2019 | Q3 2022 | 6 |
Forum Financial Management, LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
BMS Financial Advisors, LLC | 5 | 5 | 0.22% | 0.34% | 0.44% | Q2 2022 | Q2 2023 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q1 2021 | 5 |
Merit Financial Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 5 |
EFG Asset Management (Americas) Corp. | 5 | 5 | 0.48% | 0.59% | 0.69% | Q3 2022 | Q3 2023 | 5 |
GCM Grosvenor Holdings, LLC | 5 | 5 | 2.12% | 5.33% | 9.90% | Q3 2022 | Q3 2023 | 5 |
Sapphire Star Partners LP | 5 | 5 | 0.88% | 1.06% | 1.45% | Q4 2017 | Q4 2018 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Centiva Capital, LP | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 5 |
American Trust | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.23% | 0.44% | 0.60% | Q3 2017 | Q3 2018 | 5 |
Elgethun Capital Management | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HAMILTON LANE ADVISORS LLC | 5 | 5 | 0.66% | 4.08% | 10.80% | Q2 2013 | Q2 2014 | 5 |
TWIN CAPITAL MANAGEMENT INC | 5 | 5 | 0.17% | 0.23% | 0.26% | Q2 2019 | Q2 2020 | 5 |
MUFG Americas Holdings Corp | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 5 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 2 | 0.10% | 0.13% | 0.16% | Q1 2018 | Q2 2019 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q4 2022 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.14% | 0.87% | 1.43% | Q2 2013 | Q2 2014 | 5 |
Harvest Investment Services, LLC | 5 | 5 | 0.24% | 0.48% | 0.78% | Q1 2022 | Q1 2023 | 5 |
Achmea Investment Management B.V. | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Sculptor Capital LP | 2 | 2 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q1 2016 | 5 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.85% | 2.30% | Q4 2013 | Q3 2015 | 5 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.12% | 0.40% | 0.78% | Q3 2013 | Q3 2023 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.03% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Planning, LLC | 5 | 5 | 0.25% | 0.43% | 0.69% | Q3 2021 | Q3 2022 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cinctive Capital Management LP | 2 | 1 | 0.04% | 0.30% | 0.80% | Q4 2021 | Q3 2023 | 5 |
Candriam S.C.A. | 5 | 5 | 0.01% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Crescent Park Management, L.P. | 5 | 5 | 2.92% | 5.53% | 7.10% | Q4 2014 | Q4 2015 | 5 |
EFG Asset Management (North America) Corp. | 5 | 5 | 0.84% | 1.01% | 1.24% | Q3 2022 | Q3 2023 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.28% | 0.40% | 0.49% | Q4 2013 | Q4 2014 | 5 |
Vontobel Holding Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.14% | 0.27% | Q1 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 5 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.10% | 0.20% | 0.26% | Q1 2017 | Q1 2022 | 5 |
FAYEZ SAROFIM & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
SUN LIFE FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.20% | 0.36% | 0.50% | Q1 2022 | Q3 2023 | 5 |
HG Vora Capital Management, LLC | 5 | 5 | 4.34% | 5.46% | 6.09% | Q3 2020 | Q3 2021 | 5 |
ALGERT GLOBAL LLC | 3 | 2 | 0.03% | 0.15% | 0.24% | Q3 2021 | Q1 2023 | 5 |
Eudaimonia Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q1 2020 | 5 |
Tredje AP-fonden | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Tidal Investments LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.18% | 0.31% | 0.36% | Q2 2022 | Q2 2023 | 5 |
Egerton Capital (UK) LLP | 5 | 5 | 0.77% | 1.75% | 2.28% | Q1 2022 | Q1 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
HMS Capital Management, LLC | 5 | 5 | 0.16% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Leucadia National | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 5 |
Redhawk Wealth Advisors, Inc. | 5 | 5 | 0.47% | 0.50% | 0.58% | Q3 2022 | Q3 2023 | 5 |
National Pension Service | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Veritable, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.26% | 0.42% | 0.60% | Q3 2013 | Q2 2014 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.13% | 1.27% | 2.52% | Q2 2015 | Q1 2016 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 4 |
DUPONT CAPITAL MANAGEMENT CORP | 2 | 1 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q2 2019 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.04% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Moisand Fitzgerald Tamayo, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 3 | 1 | 0.12% | 0.22% | 0.36% | Q1 2016 | Q2 2018 | 4 |
Crossmark Global Holdings, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
EMORY UNIVERSITY | 2 | 2 | 1.49% | 2.29% | 3.90% | Q2 2015 | Q1 2017 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Markel Corporation | 4 | 4 | 0.01% | 0.31% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q1 2021 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.13% | 0.23% | Q1 2014 | Q1 2017 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NorthRock Partners, LLC | 3 | 1 | 0.08% | 0.23% | 0.30% | Q4 2014 | Q4 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CACTI ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Silvant Capital Management LLC | 4 | 4 | 0.12% | 0.16% | 0.24% | Q4 2022 | Q3 2023 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q1 2019 | 4 |
Kessler Investment Group, LLC | 4 | 4 | 0.08% | 0.13% | 0.16% | Q2 2015 | Q1 2016 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 1 | 0.16% | 0.27% | 0.32% | Q2 2013 | Q2 2014 | 4 |
NORTHPOINTE CAPITAL LLC | 4 | 4 | 0.78% | 1.27% | 1.50% | Q4 2018 | Q3 2019 | 4 |
Piermont Capital Management Inc. | 4 | 4 | 0.67% | 0.82% | 1.01% | Q1 2017 | Q4 2017 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q1 2020 | 4 |
STRYCKER VIEW CAPITAL LLC | 2 | 1 | 5.04% | 5.61% | 6.37% | Q1 2018 | Q2 2020 | 4 |
Cumberland Partners Ltd | 3 | 1 | 0.05% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
SECOR Capital Advisors, LP | 2 | 1 | 0.11% | 0.26% | 0.50% | Q3 2014 | Q2 2018 | 4 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.09% | 0.14% | 0.25% | Q1 2020 | Q2 2021 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 4 | 0.03% | 0.14% | 0.19% | Q2 2022 | Q1 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.47% | 0.88% | 1.33% | Q4 2020 | Q4 2022 | 4 |
Sterling Group Wealth Management, LLC | 4 | 4 | 1.32% | 1.42% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.48% | 1.32% | 1.78% | Q2 2019 | Q1 2020 | 4 |
Summit Global Investments | 4 | 4 | 0.08% | 0.31% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 1.65% | 3.15% | 4.92% | Q4 2020 | Q4 2021 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Placemark Investments, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.07% | 0.29% | 0.73% | Q4 2019 | Q1 2023 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
GATEWAY INVESTMENT ADVISERS LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Pivot Point Capital Partners, LLC | 4 | 4 | 7.21% | 9.33% | 10.62% | Q2 2013 | Q1 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Western Standard LLC | 4 | 4 | 0.58% | 0.69% | 0.74% | Q3 2017 | Q2 2018 | 4 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 4 |
Connectus Wealth, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Coronation Asset Management (Pty) Ltd. | 4 | 4 | 0.32% | 0.57% | 0.77% | Q2 2015 | Q1 2016 | 4 |
First Personal Financial Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
NUANCE INVESTMENTS, LLC | 4 | 4 | 0.20% | 1.05% | 2.27% | Q4 2014 | Q3 2015 | 4 |
CreativeOne Wealth, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Asset Dedication, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 1 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 2 | 0.07% | 0.10% | 0.11% | Q3 2020 | Q3 2021 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
West Oak Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
HighPoint Advisor Group LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2022 | 4 |
361 CAPITAL LLC | 3 | 1 | 0.19% | 0.42% | 0.67% | Q1 2017 | Q2 2020 | 4 |
Livforsakringsbolaget Skandia, Omsesidigt | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Palestra Capital Management LLC | 4 | 4 | 3.11% | 4.00% | 5.06% | Q2 2014 | Q1 2015 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.01% | 0.06% | 0.09% | Q1 2019 | Q1 2023 | 4 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.05% | 0.15% | 0.22% | Q2 2020 | Q1 2021 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.56% | 0.65% | 0.69% | Q4 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LGT Fund Management Co Ltd. | 4 | 4 | 0.27% | 0.64% | 1.03% | Q2 2022 | Q1 2023 | 4 |
LBP AM SA | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.18% | 0.41% | 0.54% | Q4 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 4 |
USAdvisors Wealth Management, LLC | 3 | 3 | 0.26% | 0.34% | 0.39% | Q1 2018 | Q3 2018 | 3 |
SEEYOND | 3 | 3 | 0.03% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q2 2014 | 3 |
WILMINGTON TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Pacer Advisors, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q3 2017 | 3 |
SummerHaven Investment Management, LLC | 3 | 3 | 0.43% | 0.44% | 0.47% | Q4 2020 | Q2 2021 | 3 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.07% | 0.14% | 0.27% | Q1 2022 | Q1 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.43% | 0.58% | 0.82% | Q1 2023 | Q3 2023 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.08% | 0.30% | 0.51% | Q2 2022 | Q1 2023 | 3 |
FNY Managed Accounts LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Salzman Financial Management | 3 | 3 | 5.61% | 6.75% | 8.51% | Q2 2014 | Q4 2014 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.01% | 0.13% | 0.31% | Q3 2013 | Q3 2014 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q4 2022 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 3 |
Anchor Investment Management, LLC | 3 | 3 | 0.08% | 0.12% | 0.19% | Q2 2023 | Q4 2023 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 3 |
PSI Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Transamerica Financial Advisors, Inc. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 3 | 3 | 0.08% | 0.15% | 0.23% | Q3 2019 | Q1 2020 | 3 |
CTC Capital Management, LLC | 2 | 1 | 0.30% | 0.92% | 1.97% | Q1 2022 | Q1 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Ruggie Capital Group | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 3 |
Blue Pool Management Ltd. | 3 | 3 | 1.16% | 1.17% | 1.18% | Q4 2017 | Q2 2018 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q2 2023 | 3 |
BEACON INVESTMENT ADVISORS LLC | 3 | 3 | 0.71% | 1.57% | 2.47% | Q1 2023 | Q3 2023 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 3 |
GoalVest Advisory LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
Tourbillon Capital Partners, L.P. | 3 | 3 | 2.23% | 3.26% | 5.14% | Q1 2018 | Q3 2018 | 3 |
OMT Capital Management LLC | 3 | 3 | 0.97% | 1.05% | 1.10% | Q2 2015 | Q4 2015 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.06% | 0.17% | Q3 2016 | Q4 2017 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
CLEARFIELD CAPITAL MANAGEMENT LP | 3 | 3 | 4.58% | 5.82% | 6.50% | Q1 2018 | Q3 2018 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.14% | 0.23% | 0.32% | Q4 2022 | Q3 2023 | 3 |
STONNINGTON GROUP, LLC | 2 | 1 | 0.04% | 0.11% | 0.16% | Q4 2021 | Q1 2023 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Callodine Capital Management, LP | 2 | 1 | 0.82% | 1.10% | 1.47% | Q3 2020 | Q1 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.26% | 0.72% | 1.02% | Q2 2018 | Q3 2022 | 3 |
WESBANCO BANK INC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q1 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2022 | 3 |
THAMES CAPITAL MANAGEMENT LLC | 3 | 3 | 1.85% | 2.59% | 3.19% | Q1 2023 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Wing Lake Capital, LLC | 3 | 3 | 3.65% | 3.86% | 4.17% | Q4 2013 | Q2 2014 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.01% | 0.06% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.11% | 0.29% | 0.52% | Q3 2013 | Q1 2014 | 3 |
STAMINA CAPITAL MANAGEMENT LP | 2 | 2 | 2.66% | 3.21% | 4.07% | Q2 2022 | Q3 2022 | 3 |
ING GROEP NV | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2022 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 3 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.30% | 0.51% | 0.65% | Q4 2022 | Q3 2023 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.27% | 0.31% | 0.34% | Q1 2019 | Q3 2019 | 3 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
CAMBRIDGE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.01% | 0.08% | 0.18% | Q2 2020 | Q2 2022 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SEGALL BRYANT & HAMILL, LLC | 3 | 3 | 0.23% | 0.24% | 0.25% | Q3 2014 | Q1 2015 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.10% | 0.38% | 0.54% | Q3 2022 | Q1 2023 | 3 |
Lighthouse Investment Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 3 |
GAM SYSTEMATIC LLP | 3 | 3 | 0.01% | 0.08% | 0.13% | Q1 2017 | Q3 2017 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2021 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.42% | 1.28% | Q2 2022 | Q3 2023 | 3 |
PREMIER ASSET MANAGEMENT LLC | 3 | 3 | 0.12% | 0.17% | 0.20% | Q2 2020 | Q4 2020 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.67% | 0.70% | 0.74% | Q1 2023 | Q3 2023 | 3 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Distillate Capital Partners LLC | 2 | 1 | 0.88% | 0.90% | 0.91% | Q3 2021 | Q2 2022 | 3 |
Commonwealth Equity Services, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 3 |
Brinker Capital Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q4 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q1 2023 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2016 | 3 |
ROYAL LONDON ASSET MANAGEMENT LTD | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
First Allied Advisory Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 3 | 0.04% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Checchi Capital Advisers, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 3 |
BOSTON PROVIDENT, L.P. | 3 | 3 | 1.69% | 2.40% | 2.85% | Q2 2013 | Q4 2013 | 3 |
CenterBook Partners LP | 2 | 1 | 0.06% | 0.14% | 0.21% | Q4 2022 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Presidio Capital Management, LLC | 3 | 3 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Concourse Capital Management, LLC | 3 | 3 | 1.25% | 3.29% | 4.58% | Q1 2015 | Q3 2015 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
One Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q1 2022 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Karp Capital Management Corp | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2017 | 3 |
FIRST MANHATTAN CO. LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q3 2018 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.80% | 1.18% | 1.46% | Q1 2023 | Q3 2023 | 3 |
Foresight Global Investors, Inc. | 3 | 3 | 0.35% | 0.58% | 0.96% | Q1 2023 | Q3 2023 | 3 |
MJP ASSOCIATES INC /ADV | 2 | 1 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 3 |
Cannon Global Investment Management, LLC | 2 | 1 | 2.60% | 5.36% | 9.35% | Q3 2022 | Q2 2023 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.33% | 0.38% | 0.45% | Q2 2020 | Q3 2023 | 3 |
GILDER GAGNON HOWE & CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Olympiad Research LP | 2 | 2 | 0.12% | 0.17% | 0.23% | Q2 2020 | Q3 2020 | 2 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 2 |
Fund Management at Engine No. 1 LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.11% | 0.40% | 0.69% | Q1 2023 | Q2 2023 | 2 |
Weiss Asset Management LP | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q4 2019 | Q2 2020 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Castellan Group | 2 | 2 | 0.94% | 1.17% | 1.40% | Q4 2020 | Q1 2021 | 2 |
Quinn Opportunity Partners LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2015 | Q3 2015 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q1 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.19% | 0.29% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Man Investments Ltd | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2013 | Q1 2014 | 2 |
Redpoint Investment Management Pty Ltd | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Scoria Capital Partners LP | 2 | 2 | 0.32% | 0.71% | 1.10% | Q2 2015 | Q3 2015 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Full18 Capital LLC | 1 | 1 | 1.81% | 2.05% | 2.28% | Q4 2020 | Q1 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CIBC WORLD MARKETS CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Jump Trading, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2017 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 2 |
RQSI Ltd | 2 | 2 | 0.25% | 0.35% | 0.45% | Q4 2014 | Q1 2015 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.52% | 0.54% | 0.55% | Q3 2022 | Q4 2022 | 2 |
DEERE & CO | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
BEACONLIGHT CAPITAL, LLC | 2 | 2 | 3.99% | 4.97% | 5.94% | Q4 2017 | Q1 2018 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.14% | 0.20% | 0.25% | Q2 2022 | Q3 2022 | 2 |
Monashee Investment Management LLC | 2 | 2 | 0.40% | 1.06% | 1.71% | Q4 2016 | Q1 2017 | 2 |
13D Management LLC | 2 | 2 | 2.97% | 3.01% | 3.04% | Q3 2015 | Q4 2015 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2018 | Q2 2018 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.06% | 0.06% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.10% | 0.14% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.44% | 0.51% | 0.59% | Q1 2021 | Q2 2021 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2013 | Q1 2014 | 2 |
Marcato Capital | 2 | 2 | 1.10% | 7.10% | 13.10% | Q3 2015 | Q4 2015 | 2 |
Hill Investment Group Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.70% | 0.75% | 0.81% | Q4 2016 | Q1 2017 | 2 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
AXQ CAPITAL, LP | 1 | 1 | 0.15% | 0.27% | 0.38% | Q4 2022 | Q3 2023 | 2 |
Stonerise Capital Management, LLC | 2 | 2 | 1.69% | 3.13% | 4.56% | Q4 2015 | Q1 2016 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q4 2017 | 2 |
Caprock Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
HST Ventures, LLC | 2 | 2 | 1.64% | 2.35% | 3.07% | Q2 2023 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2015 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Signition LP | 2 | 2 | 0.15% | 0.16% | 0.18% | Q1 2019 | Q2 2019 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.21% | 0.26% | 0.30% | Q3 2022 | Q4 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Parian Global Management LP | 1 | 1 | 2.63% | 3.01% | 3.38% | Q1 2020 | Q4 2020 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q2 2023 | 2 |
Cornerstone Financial Partners, LLC | 2 | 2 | 0.44% | 0.44% | 0.46% | Q3 2017 | Q4 2017 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.54% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MANGROVE PARTNERS IM, LLC | 2 | 2 | 0.65% | 1.06% | 1.47% | Q2 2020 | Q3 2020 | 2 |
RAINIER INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.13% | 0.17% | 0.20% | Q1 2014 | Q2 2014 | 2 |
ANALYTIC INVESTORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 1.75% | 1.90% | 2.06% | Q2 2015 | Q3 2015 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2017 | 2 |
Alcosta Capital Management, Inc. | 2 | 2 | 2.37% | 2.38% | 2.40% | Q3 2022 | Q4 2022 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2015 | Q3 2015 | 2 |
Seawolf Capital, LLC | 2 | 2 | 0.99% | 1.44% | 1.89% | Q4 2015 | Q1 2016 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.10% | 0.20% | Q2 2016 | Q4 2022 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Yarbrough Capital, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BALASA DINVERNO & FOLTZ LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2022 | 2 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Berger Financial Group, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Wedmont Private Capital | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.75% | 1.50% | Q3 2019 | Q2 2022 | 2 |
Calvert Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.71% | 0.91% | 1.10% | Q2 2023 | Q3 2023 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.06% | 0.26% | 0.47% | Q1 2015 | Q2 2015 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Astrantus Ltd | 2 | 2 | 0.17% | 0.28% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Pacifica Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.08% | 0.13% | 0.17% | Q4 2022 | Q1 2023 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
DRW Securities, LLC | 1 | 1 | 0.04% | 0.11% | 0.18% | Q3 2015 | Q2 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 2 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 2.23% | 2.27% | 2.32% | Q2 2017 | Q4 2017 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Lee Capital Holdings LLC | 1 | 1 | 0.47% | 0.57% | 0.68% | Q1 2020 | Q1 2021 | 2 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.25% | 0.37% | Q1 2023 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.65% | 1.37% | 2.09% | Q1 2017 | Q1 2023 | 2 |
Saltoro Capital, LP | 2 | 2 | 0.19% | 0.30% | 0.41% | Q4 2020 | Q1 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 2 |
FJ Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q4 2019 | 2 |
COLUMBUS CIRCLE INVESTORS | 2 | 2 | 0.03% | 0.18% | 0.33% | Q2 2020 | Q3 2020 | 2 |
Tradeworx Inc. | 2 | 2 | 0.19% | 0.28% | 0.37% | Q1 2014 | Q2 2014 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 2 |
Capital World Investors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SFG Wealth Management, LLC. | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Rivermont Capital Management LP | 1 | 1 | 3.90% | 4.28% | 4.67% | Q4 2022 | Q3 2023 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
BFSG, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2022 | Q4 2022 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q1 2022 | Q1 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
CGN Advisors LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2023 | Q4 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2022 | Q3 2022 | 1 |
BANK OF HAWAII | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2015 | Q1 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
Efficient Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2016 | Q3 2016 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2016 | Q4 2016 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HOLLENCREST CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WINMILL & CO. INC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2014 | Q1 2014 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JS Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 2.13% | 2.13% | 2.13% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2023 | Q1 2023 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2015 | Q2 2015 | 1 |
PEDDOCK CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
L & S Advisors Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Ashler Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2012 | Q4 2012 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Rock Creek Group, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ASTER INVESTMENT MANAGEMENT CO INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2013 | Q2 2013 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
F/M Investments LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2022 | Q4 2022 | 1 |
Hellman & Friedman LLC | 1 | 1 | 100.00% | 100.00% | 100.00% | Q2 2013 | Q2 2013 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nippon Life Global Investors Americas, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Ibex Investors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Parkwood LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2015 | Q3 2015 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
North Peak Capital Management, LLC | 1 | 1 | 5.77% | 5.77% | 5.77% | Q3 2023 | Q3 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Meiji Yasuda Asset Management Co Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Nair Vinay | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2014 | Q4 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NKCFO LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2015 | Q2 2015 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OneAscent Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Thrax Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2017 | Q3 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2017 | Q3 2017 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2023 | Q2 2023 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Alua Capital Management LP | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2022 | Q1 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2018 | Q1 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
COWEN INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Trek Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
QVT Financial LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2019 | Q3 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Samson Rock Capital LLP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q1 2022 | Q1 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JSF Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Simcah Management LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2013 | Q4 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GQG Partners LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2022 | Q4 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Avalon Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Levy Wealth Management Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Kepos Capital LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2014 | Q4 2014 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
UNIVERSITY OF NOTRE DAME DU LAC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2019 | Q4 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
United Community Bank | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Clearline Capital LP | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2015 | Q1 2015 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 7.53% | 7.53% | 7.53% | Q4 2019 | Q4 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2014 | Q1 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Toscafund Asset Management LLP | 1 | 1 | 14.82% | 14.82% | 14.82% | Q1 2022 | Q1 2022 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own LPL FINL HLDGS INC or have owned LPL FINL HLDGS INC in the past.