Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 80 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q4 2016 | Q3 2023 | 68 |
Walleye Trading LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 61 |
Cutler Group LLC / CA | 12 | 5 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q1 2023 | 55 |
PEAK6 Investments LLC | 11 | 8 | 0.00% | 0.01% | 0.13% | Q3 2018 | Q3 2023 | 48 |
JANE STREET GROUP, LLC | 16 | 3 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 44 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 38 |
Allen Capital Group, LLC | 20 | 3 | 0.00% | 0.52% | 1.52% | Q4 2017 | Q3 2023 | 36 |
UBS Group AG | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 35 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.01% | 0.08% | Q4 2016 | Q3 2023 | 35 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q3 2023 | 35 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 35 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.04% | 0.34% | Q4 2016 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 28 | 28 | 0.00% | 0.05% | 0.33% | Q4 2016 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 28 | 28 | 0.00% | 0.11% | 0.54% | Q4 2016 | Q3 2023 | 32 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 31 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 31 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 30 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 8 | 2 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.00% | 0.07% | 0.24% | Q4 2016 | Q4 2023 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 29 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Retirement Systems of Alabama | 28 | 28 | 0.01% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER & CO INC | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
FMR LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Louisiana State Employees Retirement System | 28 | 28 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
JANUS HENDERSON GROUP PLC | 28 | 28 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
TORONTO DOMINION BANK | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
State of New Jersey Common Pension Fund D | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
NJ State Employees Deferred Compensation Plan | 28 | 28 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
METROPOLITAN LIFE INSURANCE CO/NY | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
LSV ASSET MANAGEMENT | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
GEODE CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 28 | 28 | 0.01% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Highlander Capital Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 28 | 28 | 0.01% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Argyle Capital Management Inc. | 28 | 28 | 0.21% | 0.35% | 0.48% | Q4 2016 | Q3 2023 | 28 |
SEI INVESTMENTS CO | 28 | 28 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Aull & Monroe Investment Management Corp | 28 | 28 | 0.25% | 0.38% | 0.52% | Q4 2016 | Q3 2023 | 28 |
FINANCIAL COUNSELORS INC | 28 | 28 | 0.03% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.19% | Q1 2016 | Q3 2023 | 28 |
SECURIAN ASSET MANAGEMENT, INC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
VANGUARD GROUP INC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FEDERATED HERMES, INC. | 28 | 28 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 28 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 28 | 28 | 0.18% | 0.30% | 0.39% | Q4 2016 | Q3 2023 | 28 |
KBC Group NV | 28 | 28 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AUXIER ASSET MANAGEMENT | 28 | 28 | 0.06% | 0.20% | 0.47% | Q4 2016 | Q3 2023 | 28 |
FIRST FINANCIAL CORP /IN/ | 28 | 28 | 0.07% | 0.31% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PITTENGER & ANDERSON INC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
PRUDENTIAL FINANCIAL INC | 28 | 28 | 0.01% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
M&T BANK CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
VOYA INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.02% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Smithfield Trust Co | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PANAGORA ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 28 | 28 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Janney Montgomery Scott LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.02% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
GATEWAY INVESTMENT ADVISERS LLC | 28 | 28 | 0.04% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Geneos Wealth Management Inc. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.06% | 0.21% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Mariner, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
AVIVA PLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FIRST NATIONAL BANK OF OMAHA | 28 | 28 | 0.09% | 0.40% | 0.56% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.06% | 0.12% | 0.20% | Q4 2016 | Q3 2023 | 28 |
Arizona State Retirement System | 28 | 28 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Creative Planning | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Glassman Wealth Services | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
STATE OF WISCONSIN INVESTMENT BOARD | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
GLENMEDE TRUST CO NA | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
TEXAS PERMANENT SCHOOL FUND CORP | 28 | 28 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Utah Retirement Systems | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Legal & General Group Plc | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
BlackRock Inc. | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
PRINCIPAL FINANCIAL GROUP INC | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 28 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ClearBridge Investments | 28 | 28 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 28 | 28 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
AQR Capital Management | 28 | 28 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 28 |
NEW YORK STATE COMMON RETIREMENT FUND | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
COMMERCE BANK | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Huber Capital Management LLC | 28 | 28 | 0.07% | 0.15% | 0.47% | Q4 2016 | Q3 2023 | 28 |
AMALGAMATED BANK | 28 | 28 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 28 |
KEATING INVESTMENT COUNSELORS INC | 28 | 28 | 1.20% | 3.63% | 6.23% | Q4 2016 | Q3 2023 | 28 |
Cetera Advisor Networks LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Hartford Financial Management Inc. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
DIMENSIONAL FUND ADVISORS LP | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 28 | 28 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
GAMCO INVESTORS, INC. ET AL | 28 | 28 | 0.01% | 0.09% | 0.30% | Q4 2016 | Q3 2023 | 28 |
CIBC Asset Management Inc | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
ProShare Advisors LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 28 | 28 | 0.01% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FARMERS & MERCHANTS INVESTMENTS INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Avior Wealth Management, LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MEYER HANDELMAN CO | 28 | 28 | 0.23% | 0.43% | 0.63% | Q4 2016 | Q3 2023 | 28 |
Tributary Capital Management, LLC | 27 | 27 | 0.03% | 0.10% | 0.21% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 26 | 1 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.23% | 0.37% | 0.55% | Q1 2017 | Q3 2023 | 27 |
GABELLI FUNDS LLC | 14 | 13 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 17 | 10 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 27 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
NICHOLAS COMPANY, INC. | 27 | 27 | 0.20% | 0.31% | 0.50% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
D. E. Shaw & Co., Inc. | 14 | 4 | 0.00% | 0.08% | 0.26% | Q4 2016 | Q3 2023 | 27 |
MCF Advisors LLC | 20 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2022 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Veritable, L.P. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 27 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 22 | 5 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 27 |
COMERICA BANK | 25 | 2 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q3 2023 | 27 |
LONDON CO OF VIRGINIA | 27 | 27 | 0.30% | 0.99% | 1.88% | Q1 2017 | Q3 2023 | 27 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 10 | 0.00% | 0.16% | 0.62% | Q4 2016 | Q3 2023 | 27 |
Family Legacy, Inc. | 24 | 2 | 0.21% | 0.37% | 0.51% | Q1 2017 | Q3 2023 | 26 |
North Star Investment Management Corp. | 17 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
APG Asset Management N.V. | 24 | 2 | 0.00% | 0.60% | 1.56% | Q4 2016 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 20 | 6 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Advisory Services Network, LLC | 19 | 7 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 26 |
State of Alaska, Department of Revenue | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
TCI Wealth Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2023 | 26 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 26 |
Gradient Investments LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
SEGALL BRYANT & HAMILL, LLC | 26 | 26 | 0.01% | 0.12% | 0.32% | Q2 2017 | Q3 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.14% | 0.43% | Q2 2017 | Q3 2023 | 26 |
Trust Co | 24 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
SALEM INVESTMENT COUNSELORS INC | 19 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
Point72 Asset Management, L.P. | 7 | 3 | 0.00% | 0.16% | 0.59% | Q4 2016 | Q3 2023 | 26 |
Daiwa Securities Group Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
First Personal Financial Services | 20 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Phocas Financial Corp. | 23 | 2 | 0.00% | 0.08% | 0.82% | Q4 2016 | Q1 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 24 | 1 | 0.00% | 0.03% | 0.16% | Q1 2017 | Q3 2023 | 25 |
ROCKY MOUNTAIN ADVISERS, LLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
NATIXIS | 10 | 2 | 0.00% | 0.06% | 0.34% | Q4 2016 | Q3 2023 | 25 |
DELTA ASSET MANAGEMENT LLC/TN | 21 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SG Americas Securities, LLC | 10 | 3 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
WealthPLAN Partners, LLC | 20 | 5 | 0.03% | 0.05% | 0.10% | Q2 2017 | Q4 2023 | 25 |
FRANKLIN RESOURCES INC | 25 | 25 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 5 | 0.00% | 0.11% | 0.30% | Q4 2016 | Q3 2023 | 25 |
Sargent Bickham Lagudis LLC | 25 | 25 | 0.00% | 0.01% | 0.19% | Q4 2016 | Q4 2022 | 25 |
NORGES BANK | 25 | 25 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 25 |
CAPTRUST FINANCIAL ADVISORS | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 23 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 25 | 0.00% | 0.20% | 0.69% | Q3 2017 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 21 | 4 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 25 |
Allianz Asset Management GmbH | 20 | 5 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 25 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.61% | 1.12% | 1.67% | Q4 2017 | Q3 2023 | 24 |
Elite Wealth Management, Inc. | 24 | 24 | 0.20% | 0.97% | 4.27% | Q4 2017 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.03% | 0.17% | Q4 2016 | Q3 2023 | 24 |
CWM, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Candriam S.C.A. | 20 | 4 | 0.01% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 24 |
Cypress Capital Group | 20 | 4 | 0.04% | 0.16% | 0.34% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
EATON VANCE MANAGEMENT | 24 | 24 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2022 | 24 |
SYNOVUS FINANCIAL CORP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
MACQUARIE GROUP LTD | 22 | 2 | 0.00% | 0.17% | 0.29% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 24 |
TRILLIUM ASSET MANAGEMENT, LLC | 24 | 24 | 0.08% | 0.40% | 0.70% | Q4 2017 | Q3 2023 | 24 |
STRS OHIO | 20 | 1 | 0.00% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 24 |
REGENTATLANTIC CAPITAL LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2022 | 24 |
Cohen Klingenstein LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 1 | 0.00% | 0.07% | 0.26% | Q4 2016 | Q2 2023 | 24 |
Capstone Financial Advisors, Inc. | 23 | 23 | 0.03% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.05% | 0.22% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Lee Financial Co | 12 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 23 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 4 | 0.00% | 0.02% | 0.16% | Q2 2017 | Q3 2023 | 23 |
SL ADVISORS, LLC | 13 | 4 | 0.11% | 0.58% | 0.92% | Q4 2016 | Q3 2023 | 23 |
Renaissance Technologies | 14 | 9 | 0.00% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Manchester Capital Management LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
CONGRESS ASSET MANAGEMENT CO /MA | 23 | 23 | 0.00% | 0.67% | 1.58% | Q1 2018 | Q3 2023 | 23 |
GUYASUTA INVESTMENT ADVISORS INC | 23 | 23 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q2 2022 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.09% | 0.22% | Q1 2018 | Q3 2023 | 23 |
BURNS J W & CO INC/NY | 23 | 23 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
CIGNA INVESTMENTS INC /NEW | 21 | 1 | 0.02% | 0.03% | 0.14% | Q4 2016 | Q2 2023 | 22 |
MARSHALL WACE, LLP | 21 | 1 | 0.00% | 0.18% | 0.48% | Q4 2016 | Q3 2023 | 22 |
BARINGS LLC | 21 | 1 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 22 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
WEIK CAPITAL MANAGEMENT | 14 | 8 | 0.09% | 0.13% | 0.19% | Q1 2018 | Q3 2023 | 22 |
Azimuth Capital Management LLC | 22 | 22 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2022 | 22 |
WESBANCO BANK INC | 16 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 20 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 22 |
BROWN BROTHERS HARRIMAN & CO | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2022 | 22 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 8 | 1 | 0.03% | 1.00% | 2.50% | Q2 2017 | Q3 2023 | 22 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 17 | 5 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 22 |
GREENLEAF TRUST | 16 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
BOKF, NA | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Employees Retirement System of Texas | 20 | 2 | 0.03% | 0.16% | 0.34% | Q4 2016 | Q2 2022 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.14% | 1.09% | Q2 2018 | Q3 2023 | 22 |
BANK OF NOVA SCOTIA | 21 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 22 |
Gemmer Asset Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 22 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 22 |
WEATHERLY ASSET MANAGEMENT L. P. | 11 | 5 | 0.03% | 0.05% | 0.08% | Q2 2017 | Q3 2023 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 11 | 4 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 22 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
NAPLES GLOBAL ADVISORS, LLC | 17 | 5 | 0.05% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 22 |
SHELL ASSET MANAGEMENT CO | 13 | 2 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 22 |
COMPASS CAPITAL MANAGEMENT, INC | 21 | 1 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2022 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.02% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 21 |
KCM INVESTMENT ADVISORS LLC | 19 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2023 | 21 |
West Oak Capital, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Trexquant Investment LP | 12 | 2 | 0.01% | 0.20% | 0.66% | Q2 2017 | Q3 2023 | 21 |
BRIDGES INVESTMENT MANAGEMENT INC | 21 | 21 | 0.01% | 0.05% | 0.16% | Q3 2018 | Q3 2023 | 21 |
FIRST QUADRANT LLC/CA | 21 | 21 | 0.00% | 0.09% | 0.42% | Q4 2016 | Q4 2021 | 21 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 21 | 21 | 0.01% | 0.07% | 0.29% | Q3 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.01% | 0.14% | 0.54% | Q1 2017 | Q3 2023 | 21 |
TRUST CO OF VERMONT | 19 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 21 |
ADVISOR PARTNERS LLC | 21 | 21 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q2 2022 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Sumitomo Mitsui Trust Holdings, Inc. | 21 | 21 | 0.00% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 21 |
Tarbox Family Office, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 21 |
Capital Research Global Investors | 21 | 21 | 0.03% | 0.19% | 0.34% | Q4 2016 | Q4 2021 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
HARTFORD INVESTMENT MANAGEMENT CO | 20 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 21 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 20 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
LOOMIS SAYLES & CO L P | 17 | 4 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 21 |
Kentucky Retirement Systems | 20 | 20 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
MGO ONE SEVEN LLC | 11 | 2 | 0.00% | 0.09% | 0.19% | Q4 2017 | Q3 2023 | 20 |
Norinchukin Bank, The | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 20 |
abrdn plc | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.01% | 0.05% | 0.22% | Q4 2018 | Q3 2023 | 20 |
DekaBank Deutsche Girozentrale | 16 | 1 | 0.00% | 0.02% | 0.19% | Q4 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Timber Creek Capital Management LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2022 | 20 |
PHILADELPHIA TRUST CO | 11 | 3 | 0.02% | 0.37% | 1.24% | Q4 2016 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 14 | 6 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 4 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 20 |
TD ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Skandinaviska Enskilda Banken AB (publ) | 20 | 20 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ROOSEVELT INVESTMENT GROUP LLC | 20 | 20 | 0.41% | 1.30% | 2.46% | Q4 2016 | Q3 2021 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 20 | 0.01% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 20 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CIBC WORLD MARKETS CORP | 15 | 1 | 0.00% | 0.04% | 0.30% | Q4 2016 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 10 | 1 | 0.01% | 0.24% | 0.75% | Q4 2016 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Mitsubishi UFJ Asset Management Co., Ltd. | 20 | 20 | 0.01% | 0.07% | 0.26% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 18 | 1 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 19 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 2 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 19 |
TWO SIGMA ADVISERS, LP | 17 | 1 | 0.00% | 0.07% | 0.31% | Q4 2016 | Q4 2022 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 19 |
Korea Investment CORP | 12 | 3 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.09% | 0.20% | Q3 2017 | Q4 2022 | 19 |
CNB Bank | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
LAZARD ASSET MANAGEMENT LLC | 14 | 5 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 19 |
Allworth Financial LP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Interval Partners, LP | 9 | 1 | 0.04% | 0.74% | 2.27% | Q1 2017 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.10% | 0.46% | Q1 2017 | Q3 2023 | 19 |
Moisand Fitzgerald Tamayo, LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MACKENZIE FINANCIAL CORP | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
First American Bank | 9 | 4 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.02% | 0.04% | 0.13% | Q4 2017 | Q2 2022 | 19 |
TOMPKINS FINANCIAL CORP | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2023 | 19 |
QS Investors, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2021 | 19 |
BP PLC | 19 | 19 | 0.01% | 0.07% | 0.33% | Q4 2016 | Q2 2021 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Perkins Coie Trust Co | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 19 |
Summit Financial Wealth Advisors, LLC | 18 | 18 | 0.16% | 0.25% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 10 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 18 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 18 |
Robeco Institutional Asset Management B.V. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.16% | 0.71% | Q3 2017 | Q3 2023 | 18 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.15% | 0.44% | Q1 2017 | Q3 2023 | 18 |
Patriot Financial Group Insurance Agency, LLC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 18 |
World Asset Management Inc | 14 | 4 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 18 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 18 |
NN Investment Partners Holdings N.V. | 13 | 2 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q1 2022 | 18 |
Diversified Trust Co | 18 | 18 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2023 | 18 |
NICOLA WEALTH MANAGEMENT LTD. | 18 | 18 | 0.07% | 0.23% | 0.48% | Q1 2018 | Q2 2022 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 18 | 18 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q1 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 11 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 18 | 18 | 0.03% | 0.10% | 0.15% | Q4 2016 | Q1 2021 | 18 |
Vigilant Capital Management, LLC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 17 |
Evercore Wealth Management, LLC | 17 | 17 | 0.00% | 0.78% | 1.82% | Q4 2016 | Q4 2020 | 17 |
Cordasco Financial Network | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2022 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.00% | 0.04% | Q3 2019 | Q3 2023 | 17 |
DnB Asset Management AS | 12 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2023 | 17 |
ATWOOD & PALMER INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 17 |
GIRARD PARTNERS LTD. | 16 | 1 | 0.01% | 0.21% | 0.31% | Q3 2018 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 17 |
JENNISON ASSOCIATES LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 17 |
MASON STREET ADVISORS, LLC | 17 | 17 | 0.03% | 0.06% | 0.12% | Q4 2016 | Q4 2020 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
LS Investment Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q4 2020 | 17 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.19% | 0.65% | Q1 2017 | Q3 2023 | 17 |
Aperio Group, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q4 2020 | 17 |
Marshall Wace North America L.P. | 12 | 1 | 0.00% | 0.14% | 0.69% | Q1 2017 | Q3 2021 | 17 |
Laurel Wealth Advisors, Inc. | 7 | 5 | 0.04% | 0.06% | 0.14% | Q2 2018 | Q4 2022 | 17 |
BlueDrive Global Investors LLP | 12 | 1 | 4.74% | 20.97% | 41.01% | Q4 2017 | Q3 2023 | 17 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 1 | 0.00% | 0.07% | 0.37% | Q4 2016 | Q2 2023 | 17 |
ALLSTATE CORP | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Champlain Investment Partners, LLC | 17 | 17 | 0.59% | 0.95% | 1.44% | Q3 2019 | Q3 2023 | 17 |
Bollard Group LLC | 16 | 1 | 0.00% | 0.06% | 0.09% | Q4 2016 | Q2 2023 | 17 |
WEST PACES ADVISORS INC. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 17 |
Paloma Partners Management Co | 9 | 2 | 0.00% | 0.06% | 0.80% | Q4 2016 | Q2 2021 | 17 |
FDx Advisors, Inc. | 9 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 17 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.08% | 0.44% | Q2 2018 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Capital Analysts, LLC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 7 | 3 | 0.01% | 0.41% | 0.81% | Q1 2017 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.02% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 16 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 13 | 3 | 0.03% | 0.17% | 0.40% | Q4 2018 | Q2 2023 | 16 |
Bridgewater Associates | 15 | 1 | 0.01% | 0.13% | 0.35% | Q4 2016 | Q3 2023 | 16 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 4 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 16 |
CHARTWELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.12% | 0.22% | 0.38% | Q3 2019 | Q2 2023 | 16 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 1 | 0.01% | 0.13% | 0.25% | Q3 2017 | Q3 2023 | 16 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 2 | 0.00% | 0.06% | 0.32% | Q4 2017 | Q2 2023 | 16 |
IFM Investors Pty Ltd | 12 | 4 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 6 | 4 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q4 2021 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 16 |
Cipher Capital LP | 8 | 1 | 0.05% | 0.34% | 0.74% | Q4 2016 | Q2 2023 | 16 |
Gulf International Bank (UK) Ltd | 12 | 4 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 16 |
Sonora Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 4 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 16 |
ExodusPoint Capital Management, LP | 6 | 4 | 0.01% | 0.10% | 0.27% | Q1 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.11% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 12 | 4 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 16 |
Eagle Ridge Investment Management | 6 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
OLD NATIONAL BANCORP /IN/ | 10 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 4 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
1832 Asset Management L.P. | 6 | 2 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 16 |
Artemis Investment Management LLP | 14 | 1 | 0.06% | 0.29% | 0.60% | Q3 2017 | Q3 2023 | 16 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Heritage Wealth Advisors | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 15 |
WINTON GROUP Ltd | 10 | 2 | 0.01% | 0.11% | 0.28% | Q1 2018 | Q1 2023 | 15 |
AMP Capital Investors Ltd | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2021 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 15 | 15 | 0.01% | 0.13% | 0.37% | Q1 2020 | Q3 2023 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 1 | 0.01% | 0.85% | 1.52% | Q4 2018 | Q3 2023 | 15 |
Somerset Trust Co | 15 | 15 | 0.10% | 0.14% | 0.18% | Q2 2020 | Q4 2023 | 15 |
Vectors Research Management, LLC | 14 | 1 | 0.02% | 0.04% | 0.07% | Q3 2018 | Q2 2022 | 15 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q1 2023 | 15 |
MIDDLETON & CO INC/MA | 15 | 15 | 0.16% | 0.44% | 0.65% | Q2 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 3 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 15 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 15 |
People's United Financial, Inc. | 14 | 1 | 0.00% | 0.08% | 0.18% | Q2 2017 | Q1 2022 | 15 |
FIDUCIARY TRUST CO | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 15 |
INTRUST BANK NA | 15 | 15 | 0.05% | 0.17% | 0.28% | Q1 2018 | Q3 2021 | 15 |
Alberta Investment Management Corp | 7 | 3 | 0.00% | 0.05% | 0.11% | Q4 2016 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.02% | 0.08% | 0.20% | Q1 2017 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.02% | 0.11% | Q4 2019 | Q3 2023 | 15 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.42% | 1.18% | Q2 2017 | Q3 2020 | 14 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 14 |
TWO SIGMA SECURITIES, LLC | 6 | 2 | 0.00% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 14 |
Professional Financial Advisors, LLC | 14 | 14 | 0.38% | 0.70% | 1.22% | Q2 2020 | Q3 2023 | 14 |
WESTPAC BANKING CORP | 12 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 14 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2020 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
SCOUT INVESTMENTS, INC. | 12 | 2 | 0.20% | 0.31% | 0.41% | Q4 2019 | Q3 2023 | 14 |
Quadrature Capital Ltd | 6 | 1 | 0.02% | 0.20% | 0.91% | Q4 2016 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
Amtrust Financial Services, Inc. | 7 | 1 | 0.22% | 1.67% | 4.51% | Q1 2017 | Q3 2022 | 14 |
MACKAY SHIELDS LLC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q1 2022 | 14 |
Brinker Capital Investments, LLC | 10 | 4 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q4 2022 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Candlestick Capital Management LP | 14 | 14 | 0.74% | 1.69% | 3.23% | Q2 2020 | Q3 2023 | 14 |
ETF MANAGERS GROUP, LLC | 13 | 1 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 14 |
Penn Capital Management Company, LLC | 14 | 14 | 0.07% | 0.27% | 0.41% | Q4 2018 | Q1 2022 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.10% | 0.31% | Q1 2017 | Q2 2023 | 14 |
Advisors Asset Management, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 14 |
QCI ASSET MANAGEMENT INC/NY | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
Royal Fund Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 14 |
Andra AP-fonden | 11 | 3 | 0.08% | 0.15% | 0.22% | Q1 2019 | Q2 2023 | 14 |
Mount Yale Investment Advisors, LLC | 13 | 1 | 0.03% | 0.09% | 0.10% | Q1 2018 | Q2 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 3 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 14 |
Main Street Research LLC | 13 | 13 | 0.44% | 2.03% | 7.40% | Q4 2016 | Q4 2019 | 13 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 13 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
OAKBROOK INVESTMENTS LLC | 13 | 13 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q4 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 6 | 1 | 0.03% | 0.62% | 1.58% | Q3 2017 | Q3 2023 | 13 |
Mn Services Vermogensbeheer B.V. | 9 | 2 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 13 |
SEEYOND | 12 | 1 | 0.07% | 0.14% | 0.29% | Q1 2019 | Q4 2022 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.09% | 0.30% | 0.65% | Q1 2017 | Q3 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 12 | 1 | 0.01% | 0.17% | 0.38% | Q2 2018 | Q2 2023 | 13 |
Municipal Employees' Retirement System of Michigan | 7 | 6 | 0.00% | 0.07% | 0.13% | Q4 2016 | Q1 2020 | 13 |
TimesSquare Capital Management, LLC | 13 | 13 | 0.32% | 0.52% | 0.68% | Q3 2018 | Q3 2021 | 13 |
FRED ALGER MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
MAI Capital Management | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q1 2021 | 13 |
OSSIAM | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 13 |
Sheaff Brock Investment Advisors, LLC | 13 | 13 | 0.03% | 0.05% | 0.19% | Q4 2016 | Q4 2019 | 13 |
DUPONT CAPITAL MANAGEMENT CORP | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 13 |
Rathbones Group PLC | 13 | 13 | 0.68% | 0.91% | 1.17% | Q2 2018 | Q2 2021 | 13 |
Isomer Partners LP | 9 | 9 | 1.67% | 10.60% | 22.02% | Q3 2021 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
BNP Paribas Asset Management Holding S.A. | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 13 |
CAMBIAR INVESTORS LLC | 13 | 13 | 0.26% | 0.36% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Gotham Asset Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.19% | Q3 2017 | Q2 2023 | 13 |
BDO Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
GLOBEFLEX CAPITAL L P | 7 | 2 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 12 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.16% | Q2 2019 | Q3 2023 | 12 |
RAYMOND JAMES TRUST N.A. | 10 | 2 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 8 | 4 | 0.00% | 0.11% | 0.39% | Q1 2020 | Q3 2023 | 12 |
Symmetry Partners, LLC | 5 | 3 | 0.01% | 0.03% | 0.13% | Q4 2018 | Q4 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q1 2020 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Freedom Investment Management, Inc. | 11 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 12 |
OXFORD ASSET MANAGEMENT LLP | 12 | 12 | 0.03% | 0.12% | 0.28% | Q1 2017 | Q4 2019 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 1 | 0.07% | 0.76% | 2.47% | Q2 2018 | Q3 2023 | 12 |
Wellington Shields Capital Management, LLC | 7 | 5 | 0.00% | 0.15% | 0.33% | Q4 2016 | Q3 2023 | 12 |
Vestcor Inc | 8 | 4 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.00% | 0.05% | 0.09% | Q4 2016 | Q3 2019 | 12 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2020 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Dai-ichi Life Insurance Company, Ltd | 8 | 4 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Castle Rock Wealth Management, LLC | 12 | 12 | 0.44% | 0.69% | 0.90% | Q4 2020 | Q3 2023 | 12 |
BlueCrest Capital Management Ltd | 10 | 2 | 0.01% | 0.08% | 0.13% | Q1 2017 | Q3 2020 | 12 |
Rheos Capital Works Inc. | 10 | 2 | 0.49% | 0.77% | 1.45% | Q2 2020 | Q3 2023 | 12 |
FIRST INTERSTATE BANK | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Vident Investment Advisory, LLC | 12 | 12 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q4 2020 | 12 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 12 |
OMERS ADMINISTRATION Corp | 10 | 2 | 0.01% | 0.01% | 0.07% | Q4 2016 | Q4 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2019 | 12 |
PICTET ASSET MANAGEMENT LTD | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 12 |
Argent Trust Co | 12 | 12 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q3 2021 | 12 |
PROFUND ADVISORS LLC | 8 | 1 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2023 | 12 |
Artisan Partners Limited Partnership | 7 | 5 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2020 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.05% | 0.11% | 0.47% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
SUNTRUST BANKS INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 12 | 12 | 0.02% | 0.29% | 0.39% | Q1 2018 | Q4 2020 | 12 |
Key FInancial Inc | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 12 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.00% | 0.15% | 0.66% | Q2 2019 | Q3 2023 | 12 |
BAHL & GAYNOR INC | 9 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
FAYEZ SAROFIM & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 12 |
BTC Capital Management, Inc. | 12 | 12 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q1 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q3 2019 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.16% | 0.29% | 0.45% | Q4 2020 | Q3 2023 | 12 |
ING GROEP NV | 7 | 1 | 0.00% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
SHELTON CAPITAL MANAGEMENT | 8 | 3 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
PRUDENTIAL PLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Boston Trust Walden Corp | 11 | 11 | 0.10% | 0.16% | 0.25% | Q3 2020 | Q1 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 11 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Banque Cantonale Vaudoise | 8 | 3 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 11 |
Jump Financial, LLC | 6 | 2 | 0.03% | 0.13% | 0.34% | Q3 2020 | Q3 2023 | 11 |
ArrowMark Colorado Holdings LLC | 8 | 3 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 11 |
EP Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Procyon Advisors, LLC | 8 | 3 | 0.00% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 11 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Holocene Advisors, LP | 5 | 2 | 0.00% | 0.17% | 0.55% | Q3 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q2 2019 | 11 |
CRAWFORD INVESTMENT COUNSEL INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2023 | 11 |
FOSTER & MOTLEY INC | 11 | 11 | 0.03% | 0.09% | 0.13% | Q4 2016 | Q2 2019 | 11 |
Bayesian Capital Management, LP | 4 | 1 | 0.04% | 0.24% | 0.76% | Q3 2017 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2020 | 11 |
Achmea Investment Management B.V. | 4 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 11 |
Sterling Capital Management LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
NewSquare Capital LLC | 10 | 1 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q1 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.02% | 0.12% | Q1 2021 | Q3 2023 | 11 |
AlphaCrest Capital Management LLC | 3 | 1 | 0.04% | 0.13% | 0.26% | Q4 2018 | Q3 2022 | 11 |
Capital International Investors | 11 | 11 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q1 2021 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q2 2023 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 11 |
GAM Holding AG | 7 | 4 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q4 2019 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.04% | 0.11% | Q1 2017 | Q2 2023 | 11 |
HRT FINANCIAL LP | 5 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 11 |
BerganKDV Wealth Management, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2023 | 11 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.22% | 0.31% | 0.42% | Q1 2021 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 11 | 11 | 0.02% | 0.12% | 0.25% | Q1 2017 | Q3 2019 | 11 |
VAN ECK ASSOCIATES CORP | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 11 |
REGIONS FINANCIAL CORP | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Ethic Inc. | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
HighVista Strategies LLC | 10 | 1 | 0.06% | 0.53% | 0.83% | Q4 2016 | Q3 2019 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 10 |
OppenheimerFunds, Inc. | 10 | 10 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q1 2019 | 10 |
CHICAGO EQUITY PARTNERS LLC | 7 | 1 | 0.01% | 0.02% | 0.08% | Q1 2017 | Q4 2019 | 10 |
TEACHERS ADVISORS, LLC | 10 | 10 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q1 2019 | 10 |
Pinkerton Retirement Specialists, LLC | 8 | 2 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q2 2023 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 10 |
Capital Wealth Planning, LLC | 8 | 2 | 0.01% | 0.35% | 0.77% | Q4 2019 | Q2 2023 | 10 |
All Terrain Financial Advisors, LLC | 10 | 10 | 0.51% | 0.65% | 0.80% | Q4 2017 | Q1 2020 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q2 2022 | 10 |
USS Investment Management Ltd | 8 | 2 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 10 |
SevenBridge Financial Group, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Private Ocean, LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q1 2019 | 10 |
ALPS ADVISORS INC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2020 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MUFG Americas Holdings Corp | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2021 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Copeland Capital Management, LLC | 9 | 1 | 0.00% | 0.31% | 0.60% | Q1 2019 | Q3 2021 | 10 |
ETRADE Capital Management LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2020 | 10 |
Ferris Capital, LLC | 9 | 1 | 0.00% | 0.13% | 0.18% | Q2 2017 | Q4 2019 | 10 |
SUMITOMO LIFE INSURANCE CO | 10 | 10 | 0.02% | 0.08% | 0.18% | Q2 2019 | Q3 2021 | 10 |
AGF Investments LLC | 10 | 10 | 0.00% | 0.05% | 0.17% | Q4 2017 | Q1 2020 | 10 |
HARRIS ASSOCIATES L P | 5 | 5 | 0.04% | 0.09% | 0.15% | Q2 2017 | Q1 2023 | 10 |
Amundi | 10 | 10 | 0.01% | 0.04% | 0.13% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Covenant Partners, LLC | 8 | 2 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q2 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.16% | 0.44% | Q2 2018 | Q3 2023 | 10 |
RELIANCE TRUST CO OF DELAWARE | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q1 2019 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
HOURGLASS CAPITAL, LLC | 5 | 2 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q2 2021 | 10 |
CSat Investment Advisory, L.P. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q1 2021 | 10 |
Financial Architects, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 10 |
National Pension Service | 4 | 3 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 10 |
Freestone Capital Holdings, LLC | 8 | 2 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q4 2020 | 10 |
Kovack Advisors, Inc. | 7 | 3 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q1 2021 | 10 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q2 2020 | 10 |
Apella Capital, LLC | 7 | 3 | 0.04% | 0.07% | 0.12% | Q2 2021 | Q4 2023 | 10 |
Starfire Investment Advisers, Inc. | 10 | 10 | 0.11% | 0.13% | 0.16% | Q1 2018 | Q2 2020 | 10 |
NAVELLIER & ASSOCIATES INC | 6 | 4 | 0.17% | 0.54% | 1.14% | Q4 2018 | Q3 2023 | 10 |
Vantage Consulting Group Inc | 9 | 1 | 0.01% | 0.09% | 0.14% | Q4 2020 | Q2 2023 | 10 |
Eudaimonia Partners, LLC | 8 | 2 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q2 2022 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q1 2019 | 10 |
MONTAG A & ASSOCIATES INC | 6 | 4 | 0.01% | 0.08% | 0.19% | Q4 2017 | Q3 2023 | 10 |
SUN LIFE FINANCIAL INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
BREWIN DOLPHIN LTD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.03% | 0.24% | 0.54% | Q1 2018 | Q3 2023 | 10 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.00% | 0.15% | 0.23% | Q4 2016 | Q3 2023 | 9 |
Mosaic Family Wealth, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2019 | 9 |
Two Creeks Capital Management, LP | 9 | 9 | 0.56% | 3.32% | 6.76% | Q3 2017 | Q3 2019 | 9 |
Mattern Wealth Management LLC | 5 | 1 | 0.07% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 9 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 9 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q1 2020 | 9 |
COURIER CAPITAL LLC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 9 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.06% | 0.26% | 0.50% | Q1 2017 | Q2 2021 | 9 |
Dorsey Wright & Associates | 5 | 4 | 0.07% | 0.42% | 0.71% | Q4 2017 | Q3 2023 | 9 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 9 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 6 | 1 | 0.04% | 0.70% | 1.31% | Q3 2019 | Q2 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q1 2023 | 9 |
HANCOCK WHITNEY CORP | 5 | 4 | 0.01% | 0.27% | 0.60% | Q1 2017 | Q2 2019 | 9 |
Farmers National Bank | 7 | 2 | 0.01% | 0.14% | 0.26% | Q4 2016 | Q2 2019 | 9 |
MARSHWINDS ADVISORY CO | 9 | 9 | 0.14% | 0.18% | 0.26% | Q4 2016 | Q4 2018 | 9 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 9 | 9 | 0.06% | 0.08% | 0.13% | Q4 2016 | Q4 2018 | 9 |
Grassi Investment Management | 9 | 9 | 0.18% | 0.22% | 0.28% | Q4 2016 | Q4 2018 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Asset Dedication, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
HARBER ASSET MANAGEMENT LLC | 9 | 9 | 1.21% | 3.56% | 4.87% | Q3 2021 | Q3 2023 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 9 | 9 | 0.12% | 0.18% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Front Row Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 9 |
Vanguard Personalized Indexing Management, LLC | 8 | 1 | 0.02% | 0.06% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.21% | 0.38% | Q1 2019 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 5 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.18% | 0.38% | Q3 2021 | Q3 2023 | 9 |
WASHINGTON TRUST BANK | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 9 |
Grove Bank & Trust | 5 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 9 |
6 Meridian | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2020 | 9 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Catalyst Capital Advisors LLC | 5 | 4 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 9 |
CARLSON CAPITAL L P | 9 | 9 | 0.15% | 0.44% | 0.86% | Q4 2016 | Q4 2018 | 9 |
Three Peaks Capital Management, LLC | 4 | 1 | 0.31% | 0.63% | 0.96% | Q4 2016 | Q1 2021 | 9 |
BECKER CAPITAL MANAGEMENT INC | 9 | 9 | 0.24% | 0.80% | 1.18% | Q3 2021 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 8 | 1 | 0.02% | 0.10% | 0.22% | Q1 2021 | Q3 2023 | 9 |
Bodenholm Capital AB | 8 | 1 | 5.40% | 18.22% | 26.51% | Q4 2016 | Q3 2019 | 9 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 9 |
FORSTA AP-FONDEN | 7 | 2 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q2 2023 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.03% | 0.04% | Q4 2017 | Q4 2019 | 9 |
MinichMacGregor Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2022 | 9 |
Johnson Financial Group, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.25% | 0.45% | 0.74% | Q4 2016 | Q4 2018 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Accel Wealth Management | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 2 | 0.05% | 0.30% | 0.46% | Q1 2017 | Q1 2019 | 8 |
YorkBridge Wealth Partners, LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q1 2021 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Echo Street Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Archford Capital Strategies, LLC | 6 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.07% | 0.11% | Q4 2016 | Q2 2023 | 8 |
Liberty Mutual Group Asset Management Inc. | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
FIL Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 8 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
HBK INVESTMENTS L P | 7 | 1 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q1 2019 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.26% | 0.35% | 0.46% | Q1 2017 | Q4 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Rampart Investment Management Company, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2020 | 8 |
Anomaly Capital Management, LP | 8 | 8 | 3.99% | 8.63% | 11.43% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 8 |
PEREGRINE CAPITAL MANAGEMENT LLC | 8 | 8 | 0.28% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 2 | 0.02% | 0.31% | 0.62% | Q4 2018 | Q3 2023 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 4 | 0.02% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.18% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.24% | 0.39% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.23% | 0.38% | 0.56% | Q4 2019 | Q3 2021 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.32% | 0.45% | 0.61% | Q4 2016 | Q3 2018 | 8 |
Squar Milner Financial Services LLC | 5 | 3 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q2 2020 | 8 |
ATLAS CAPITAL ADVISORS LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2020 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
VeriStar Capital Management LP | 8 | 8 | 5.40% | 9.00% | 12.01% | Q4 2021 | Q3 2023 | 8 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
AJO, LP | 7 | 1 | 0.00% | 0.26% | 0.57% | Q4 2017 | Q1 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 8 |
AXA S.A. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2020 | 8 |
AE Wealth Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.00% | 0.12% | 0.17% | Q3 2017 | Q1 2021 | 8 |
PEOPLES FINANCIAL SERVICES CORP. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
Quantinno Capital Management LP | 7 | 1 | 0.08% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 8 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
Horan Securities, Inc. | 6 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 8 |
MONTRUSCO BOLTON INVESTMENTS INC. | 8 | 8 | 0.47% | 2.54% | 4.18% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Elo Mutual Pension Insurance Co | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 8 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q4 2019 | 8 |
ALGERT GLOBAL LLC | 5 | 3 | 0.10% | 0.20% | 0.40% | Q1 2019 | Q3 2022 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Illinois Municipal Retirement Fund | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
AustralianSuper Pty Ltd | 7 | 1 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q1 2022 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CVA Family Office, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
AEGON ASSET MANAGEMENT UK PLC | 8 | 8 | 0.02% | 0.95% | 2.88% | Q2 2017 | Q1 2019 | 8 |
Cypress Capital Management LLC (WY) | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Wealthgate Family Office, LLC | 8 | 8 | 0.68% | 1.52% | 2.31% | Q4 2021 | Q3 2023 | 8 |
CRAMER ROSENTHAL MCGLYNN LLC | 8 | 8 | 0.76% | 1.96% | 2.75% | Q4 2021 | Q3 2023 | 8 |
Douglas Lane & Associates, LLC | 8 | 8 | 0.01% | 0.35% | 0.53% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Burgundy Asset Management Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.08% | Q1 2022 | Q4 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 1 | 0.02% | 0.18% | 1.08% | Q1 2017 | Q3 2021 | 7 |
LORD, ABBETT & CO. LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q1 2018 | Q2 2023 | 7 |
Eventide Asset Management | 7 | 7 | 0.02% | 0.22% | 0.45% | Q3 2019 | Q1 2021 | 7 |
FORT, L.P. | 7 | 7 | 0.02% | 0.16% | 0.31% | Q2 2018 | Q4 2019 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.45% | 0.68% | 0.87% | Q1 2022 | Q3 2023 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q2 2020 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.04% | 0.11% | Q1 2017 | Q2 2018 | 7 |
HAP Trading, LLC | 4 | 4 | 0.00% | 0.19% | 0.59% | Q4 2016 | Q3 2017 | 7 |
CTF Capital Management, LP | 7 | 7 | 5.01% | 12.06% | 19.59% | Q4 2021 | Q2 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 7 |
WRIGHT INVESTORS SERVICE INC | 7 | 7 | 0.10% | 0.33% | 0.58% | Q2 2017 | Q4 2018 | 7 |
Bridgefront Capital, LLC | 3 | 1 | 0.15% | 0.27% | 0.44% | Q4 2020 | Q3 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Eagle Bay Advisors LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2021 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Lodge Hill Capital, LLC | 4 | 1 | 0.86% | 1.37% | 2.64% | Q4 2016 | Q1 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarkston Capital Partners, LLC | 7 | 7 | 0.32% | 0.50% | 0.62% | Q1 2022 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
IBM Retirement Fund | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2021 | 7 |
DAVENPORT & Co LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 7 |
Channing Capital Management, LLC | 7 | 7 | 0.25% | 0.38% | 0.53% | Q1 2022 | Q3 2023 | 7 |
CONTINENTAL GRAIN CO | 5 | 2 | 1.78% | 2.69% | 4.13% | Q3 2019 | Q4 2021 | 7 |
Catamount Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
Community Bank, N.A. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 7 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2019 | 7 |
MOODY ALDRICH PARTNERS LLC | 4 | 3 | 0.03% | 0.05% | 0.06% | Q3 2019 | Q2 2021 | 7 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
SYNTAX ADVISORS, LLC | 7 | 7 | 0.17% | 0.19% | 0.21% | Q4 2021 | Q2 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 7 |
Capital Advisors, Ltd. LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
AMJ Financial Wealth Management | 7 | 7 | 0.18% | 0.37% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.04% | 0.10% | 0.19% | Q4 2018 | Q2 2020 | 7 |
SCOTIA CAPITAL INC. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.01% | 0.04% | 0.13% | Q3 2019 | Q4 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 7 |
Cerebellum GP, LLC | 3 | 1 | 0.00% | 0.20% | 0.31% | Q4 2017 | Q2 2020 | 7 |
Tredje AP-fonden | 4 | 3 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 7 |
TPG GP A, LLC | 7 | 7 | 2.21% | 3.67% | 5.68% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
FIRST HAWAIIAN BANK | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q1 2020 | 7 |
IMPAX ASSET MANAGEMENT LLC | 7 | 7 | 0.12% | 0.14% | 0.17% | Q4 2016 | Q2 2018 | 7 |
Concord Wealth Partners | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Clarus Wealth Advisors | 7 | 7 | 0.39% | 0.52% | 1.04% | Q4 2017 | Q2 2019 | 7 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.09% | 0.28% | Q3 2020 | Q2 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 7 |
Sanders Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 6 |
Simplicity Solutions, LLC | 4 | 2 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.20% | 0.22% | 0.27% | Q2 2019 | Q3 2020 | 6 |
Clearstead Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 6 |
Newbrook Capital Advisors LP | 6 | 6 | 3.62% | 7.07% | 10.96% | Q4 2017 | Q1 2019 | 6 |
Schubert & Co | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Scott Capital Advisors, LLC | 6 | 6 | 0.10% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 4 | 2 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SASCO CAPITAL INC / CT/ | 6 | 6 | 1.26% | 2.60% | 3.40% | Q4 2016 | Q1 2018 | 6 |
South Dakota Investment Council | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.12% | 0.24% | Q1 2017 | Q2 2018 | 6 |
Stevens First Principles Investment Advisors | 6 | 6 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2018 | 6 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 6 | 0.02% | 0.25% | 0.36% | Q3 2021 | Q4 2022 | 6 |
Sciencast Management LP | 2 | 1 | 0.12% | 0.22% | 0.36% | Q3 2018 | Q2 2022 | 6 |
Field & Main Bank | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Full Sail Capital, LLC | 6 | 6 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q2 2020 | 6 |
PGGM Investments | 5 | 1 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Chicago Wealth Management, Inc. | 4 | 1 | 0.14% | 0.19% | 0.22% | Q4 2019 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Garde Capital, Inc. | 6 | 6 | 0.05% | 0.08% | 0.10% | Q3 2017 | Q4 2018 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.13% | 0.23% | Q1 2021 | Q1 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 6 |
Intersect Capital LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Copper Rock Capital Partners, LLC | 6 | 6 | 0.91% | 1.98% | 5.04% | Q1 2019 | Q2 2020 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
LMR Partners LLP | 3 | 1 | 0.00% | 0.05% | 0.30% | Q3 2018 | Q2 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.08% | 0.34% | Q2 2021 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.07% | 0.18% | Q3 2018 | Q2 2020 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 2 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 6 |
ICON ADVISERS INC/CO | 2 | 1 | 0.02% | 0.13% | 0.40% | Q3 2017 | Q3 2023 | 6 |
Destination Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Miura Global Management | 6 | 6 | 2.83% | 6.12% | 9.02% | Q1 2017 | Q2 2018 | 6 |
Annex Advisory Services, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Ballentine Partners, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.00% | 0.38% | 0.67% | Q1 2018 | Q2 2019 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.05% | 0.21% | 0.41% | Q1 2020 | Q3 2023 | 6 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.64% | 0.93% | 1.12% | Q2 2022 | Q3 2023 | 6 |
TWIN CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Carmichael Hill & Associates, Inc. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q4 2023 | 6 |
Empirical Finance, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 6 |
Mudita Advisors LLP | 6 | 6 | 1.10% | 3.18% | 4.18% | Q4 2021 | Q1 2023 | 6 |
Machina Capital S.A.S. | 5 | 1 | 0.11% | 0.38% | 0.63% | Q4 2018 | Q3 2023 | 6 |
ISTHMUS PARTNERS, LLC | 5 | 1 | 0.00% | 1.32% | 1.94% | Q4 2019 | Q2 2021 | 6 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Hawk Ridge Capital Management | 6 | 6 | 2.79% | 4.69% | 7.66% | Q3 2021 | Q4 2022 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 4 | 2 | 0.07% | 0.18% | 0.41% | Q4 2018 | Q1 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 6 |
Prudent Man Advisors, LLC | 6 | 6 | 0.20% | 0.28% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Valueinvest Asset Management S.A. | 6 | 6 | 3.00% | 3.29% | 3.68% | Q4 2016 | Q1 2018 | 6 |
CLEAR STREET MARKETS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Owl Creek Asset Management, L.P. | 5 | 5 | 1.26% | 3.84% | 5.69% | Q4 2016 | Q4 2017 | 5 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 5 | 1.23% | 1.64% | 1.91% | Q3 2022 | Q3 2023 | 5 |
PineBridge Investments, L.P. | 3 | 2 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q4 2021 | 5 |
MONETTA FINANCIAL SERVICES INC | 5 | 5 | 0.52% | 0.69% | 0.79% | Q2 2022 | Q2 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Barrett Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 5 |
CARILLON TOWER ADVISERS, INC. | 5 | 5 | 0.06% | 0.10% | 0.17% | Q4 2019 | Q4 2020 | 5 |
Cadence Bank | 5 | 5 | 0.43% | 0.65% | 0.82% | Q3 2021 | Q3 2022 | 5 |
Avitas Wealth Management LLC | 5 | 5 | 0.43% | 0.48% | 0.53% | Q2 2022 | Q2 2023 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q2 2023 | 5 |
Amica Retiree Medical Trust | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.27% | 0.68% | Q1 2017 | Q2 2023 | 5 |
Horizon Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Nixon Capital, LLC | 5 | 5 | 1.88% | 2.96% | 3.82% | Q4 2020 | Q4 2021 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Calamos Advisors LLC | 5 | 5 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 5 |
Joseph P. Lucia & Associates, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Epic Trust Investment Advisors, LLC | 4 | 1 | 0.32% | 0.36% | 0.42% | Q4 2021 | Q3 2023 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.02% | 0.67% | 1.19% | Q4 2017 | Q4 2018 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.03% | 0.24% | 0.66% | Q2 2022 | Q3 2023 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.22% | 0.38% | 0.61% | Q3 2020 | Q4 2022 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Gates Capital Management | 5 | 5 | 0.96% | 2.40% | 3.60% | Q4 2016 | Q4 2017 | 5 |
DEPRINCE RACE & ZOLLO INC | 3 | 2 | 0.02% | 0.07% | 0.12% | Q2 2020 | Q2 2022 | 5 |
Bredin Investment LLC | 2 | 1 | 0.16% | 0.19% | 0.21% | Q2 2018 | Q4 2019 | 5 |
PITCAIRN CO | 5 | 5 | 0.03% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.03% | 0.09% | 0.12% | Q1 2018 | Q1 2019 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Weaver C. Barksdale & Associates, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Meiji Yasuda Life Insurance Co | 5 | 5 | 0.03% | 0.10% | 0.17% | Q2 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Parsifal Capital Management, LP | 5 | 5 | 1.83% | 6.14% | 8.70% | Q3 2022 | Q3 2023 | 5 |
JAMES INVESTMENT RESEARCH INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.16% | 0.22% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Wellington Shields & Co., LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 5 |
AMICA PENSION FUND BOARD OF TRUSTEES | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q4 2017 | 5 |
First Trust Direct Indexing L.P. | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 5 |
RWC Asset Management LLP | 3 | 2 | 0.34% | 0.59% | 0.79% | Q4 2017 | Q1 2019 | 5 |
Newbridge Financial Services Group, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.00% | 0.16% | 0.26% | Q3 2020 | Q3 2021 | 5 |
BANBURY PARTNERS LLC | 5 | 5 | 5.12% | 6.24% | 7.19% | Q1 2017 | Q1 2018 | 5 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2019 | 5 |
C2C Wealth Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 5 | 0.05% | 0.17% | 0.61% | Q1 2022 | Q1 2023 | 5 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 5 | 5 | 0.11% | 0.41% | 0.57% | Q4 2016 | Q4 2017 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.09% | 0.13% | 0.14% | Q2 2019 | Q3 2023 | 5 |
PointState Capital LP | 4 | 4 | 1.37% | 2.31% | 3.57% | Q4 2022 | Q3 2023 | 5 |
Colonial Trust Advisors | 4 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 5 |
First National Bank of Mount Dora, Trust Investment Services | 5 | 5 | 0.14% | 0.21% | 0.35% | Q4 2016 | Q4 2017 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 5 |
Teza Capital Management LLC | 2 | 1 | 0.08% | 0.13% | 0.26% | Q2 2020 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2022 | 5 |
Values First Advisors, Inc. | 4 | 1 | 0.00% | 0.24% | 0.32% | Q2 2020 | Q1 2023 | 5 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.11% | 0.25% | Q1 2019 | Q1 2023 | 5 |
MENTA CAPITAL LLC | 4 | 1 | 0.08% | 0.16% | 0.23% | Q2 2017 | Q4 2018 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.07% | 0.16% | 0.26% | Q3 2022 | Q3 2023 | 5 |
FORA Capital, LLC | 1 | 1 | 0.06% | 0.13% | 0.30% | Q4 2019 | Q3 2023 | 5 |
Duquesne Family Office | 5 | 5 | 4.16% | 6.95% | 8.96% | Q3 2022 | Q3 2023 | 5 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 5 | 5 | 0.43% | 1.24% | 1.82% | Q2 2020 | Q2 2021 | 5 |
Wedmont Private Capital | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Cognios Capital, LLC | 5 | 5 | 0.66% | 0.81% | 0.87% | Q1 2019 | Q1 2020 | 5 |
CADINHA & CO LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.08% | 0.38% | Q4 2016 | Q1 2018 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
AMICA MUTUAL INSURANCE CO | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Three Corner Global Investors LP | 5 | 5 | 2.94% | 5.47% | 7.80% | Q1 2017 | Q1 2018 | 5 |
Newtyn Management, LLC | 5 | 5 | 0.06% | 2.08% | 2.88% | Q2 2022 | Q2 2023 | 5 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 0.55% | 1.06% | Q4 2016 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
AMI ASSET MANAGEMENT CORP | 5 | 5 | 1.99% | 2.28% | 2.68% | Q2 2019 | Q2 2020 | 5 |
First Eagle Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Robeco Schweiz AG | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Liberty Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Human Investing LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q2 2023 | 4 |
Diligent Investors, LLC | 3 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.08% | 0.17% | Q2 2019 | Q2 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SRB CORP | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 4 | 4 | 0.22% | 0.27% | 0.31% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 4 |
FNY Partners Fund LP | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q1 2018 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Versor Investments LP | 2 | 1 | 0.02% | 0.07% | 0.18% | Q1 2019 | Q3 2023 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 4 |
Cetera Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
361 CAPITAL LLC | 3 | 1 | 0.14% | 0.30% | 0.63% | Q2 2018 | Q2 2019 | 4 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.06% | 0.16% | 0.29% | Q1 2021 | Q3 2023 | 4 |
Soros Fund Management | 4 | 4 | 0.25% | 0.27% | 0.32% | Q4 2016 | Q3 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Sandy Spring Bank | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 4 |
Rex Capital Advisors, LLC | 4 | 4 | 0.21% | 0.42% | 0.52% | Q4 2016 | Q3 2017 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. AG | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 1.29% | 1.53% | 1.69% | Q4 2022 | Q3 2023 | 4 |
Salomon & Ludwin, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
ARMISTICE CAPITAL, LLC | 4 | 4 | 0.23% | 0.42% | 0.58% | Q1 2021 | Q4 2021 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Jasper Ridge Partners, L.P. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Donoghue Forlines LLC | 3 | 1 | 0.24% | 0.39% | 0.49% | Q4 2019 | Q1 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.07% | 0.14% | Q4 2018 | Q2 2021 | 4 |
WASHINGTON CAPITAL MANAGEMENT, INC | 4 | 4 | 0.35% | 0.39% | 0.48% | Q3 2021 | Q2 2022 | 4 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.36% | 0.54% | 0.76% | Q4 2020 | Q3 2021 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.30% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
WestEnd Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.28% | 0.49% | 0.99% | Q2 2019 | Q4 2021 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.01% | 0.16% | 0.32% | Q3 2020 | Q2 2021 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q1 2022 | 4 |
Advisors Preferred, LLC | 4 | 4 | 0.12% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.01% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sendero Wealth Management, LLC | 4 | 4 | 0.09% | 0.18% | 0.35% | Q2 2022 | Q1 2023 | 4 |
TIGER GLOBAL MANAGEMENT LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q2 2022 | Q1 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.07% | 0.12% | 0.19% | Q2 2022 | Q3 2023 | 4 |
KENSICO CAPITAL MANAGEMENT CORP | 4 | 4 | 1.38% | 1.84% | 2.59% | Q1 2017 | Q4 2017 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
Unigestion Holding SA | 2 | 2 | 0.16% | 1.48% | 2.28% | Q2 2019 | Q2 2020 | 4 |
3G Capital Partners | 4 | 4 | 0.96% | 1.91% | 2.60% | Q1 2017 | Q4 2017 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.36% | 0.56% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Empowered Funds, LLC | 3 | 1 | 0.10% | 0.24% | 0.50% | Q4 2018 | Q2 2023 | 4 |
Ruffer LLP | 4 | 4 | 3.34% | 5.54% | 6.33% | Q1 2017 | Q4 2017 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Cavalier Investments, LLC | 2 | 2 | 0.13% | 0.61% | 1.14% | Q4 2018 | Q3 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.27% | 0.34% | 0.43% | Q4 2021 | Q3 2022 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DSAM Partners (London) Ltd | 4 | 4 | 1.51% | 3.98% | 6.95% | Q4 2017 | Q3 2018 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 1.64% | 2.18% | 2.50% | Q4 2022 | Q3 2023 | 4 |
DEAN INVESTMENT ASSOCIATES, LLC | 4 | 4 | 0.12% | 0.16% | 0.21% | Q2 2019 | Q1 2020 | 4 |
Winthrop Partners - WNY, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 2 | 1 | 0.57% | 1.34% | 2.10% | Q4 2021 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
USA FINANCIAL FORMULAS | 3 | 1 | 1.15% | 1.64% | 1.89% | Q3 2022 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.16% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Nationwide Fund Advisors | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q3 2017 | 4 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Raleigh Capital Management Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Dean Capital Management | 4 | 4 | 0.54% | 0.71% | 0.80% | Q2 2019 | Q1 2020 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.47% | 0.83% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Arden Trust Co | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q1 2020 | 4 |
Summit Global Investments | 4 | 4 | 0.31% | 0.86% | 1.21% | Q4 2022 | Q3 2023 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Redpoint Investment Management Pty Ltd | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
THOMPSON DAVIS & CO., INC. | 3 | 1 | 0.12% | 0.40% | 0.94% | Q4 2016 | Q3 2018 | 4 |
White Elm Capital, LLC | 4 | 4 | 0.93% | 1.87% | 2.64% | Q1 2018 | Q4 2018 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.12% | 0.44% | 0.96% | Q4 2021 | Q4 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.02% | 0.12% | 0.30% | Q2 2022 | Q2 2023 | 4 |
Hudson Bay Capital Management LP | 3 | 1 | 0.02% | 0.13% | 0.42% | Q3 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Johnson Midwest Financial, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Telos Capital Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Sandell Asset Management Corp. | 4 | 4 | 0.49% | 0.83% | 1.00% | Q4 2016 | Q3 2017 | 4 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q1 2022 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 4 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 4 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q1 2021 | 4 |
Blue Ridge Capital, L.L.C. | 4 | 4 | 0.98% | 2.07% | 3.27% | Q1 2017 | Q4 2017 | 4 |
TPG Group Holdings (SBS) Advisors, Inc. | 4 | 4 | 0.35% | 0.53% | 0.76% | Q4 2016 | Q3 2017 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 4 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2022 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Kiwi Wealth Investments Limited Partnership | 2 | 1 | 0.03% | 0.14% | 0.25% | Q4 2018 | Q4 2022 | 4 |
RIPOSTE CAPITAL LLC | 4 | 4 | 1.06% | 1.86% | 3.07% | Q4 2022 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avala Global LP | 4 | 4 | 10.79% | 14.38% | 16.65% | Q4 2022 | Q3 2023 | 4 |
Altium Wealth Management LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2018 | Q1 2019 | 4 |
DENVER INVESTMENT ADVISORS LLC | 4 | 4 | 0.09% | 0.14% | 0.17% | Q2 2017 | Q1 2018 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Jabre Capital Partners S.A. | 3 | 3 | 0.25% | 0.37% | 0.46% | Q1 2017 | Q3 2017 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.03% | 0.09% | 0.13% | Q1 2019 | Q3 2019 | 3 |
RiverTree Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Range Financial Group LLC | 3 | 3 | 0.89% | 1.23% | 1.45% | Q4 2022 | Q2 2023 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.08% | 0.11% | 0.14% | Q4 2019 | Q2 2020 | 3 |
Humankind Investments LLC | 3 | 3 | 0.11% | 0.11% | 0.13% | Q3 2021 | Q1 2022 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.13% | 0.18% | 0.22% | Q1 2018 | Q1 2019 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Hexavest Inc. | 2 | 1 | 0.00% | 0.05% | 0.16% | Q2 2019 | Q1 2020 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.26% | 0.46% | 0.58% | Q3 2021 | Q1 2023 | 3 |
Whitnell & Co. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q4 2017 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2019 | 3 |
Patten Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Signition LP | 3 | 3 | 0.13% | 0.18% | 0.22% | Q2 2018 | Q4 2018 | 3 |
Chesapeake Wealth Management | 3 | 3 | 0.12% | 0.17% | 0.22% | Q3 2018 | Q1 2019 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
CARBONADO CAPITAL | 3 | 3 | 3.54% | 5.07% | 6.11% | Q2 2018 | Q4 2018 | 3 |
B. Metzler seel. Sohn & Co. Holding AG | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.32% | 0.35% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Annapolis Financial Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
Biltmore Wealth Management, LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Ritter Daniher Financial Advisory LLC / DE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Connecticut Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2018 | 3 |
MONETARY MANAGEMENT GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.11% | 0.26% | 0.45% | Q4 2018 | Q3 2019 | 3 |
CANANDAIGUA NATIONAL CORP | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Western Standard LLC | 3 | 3 | 3.28% | 4.23% | 5.84% | Q4 2021 | Q2 2022 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2021 | Q1 2022 | 3 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2023 | 3 |
Deccan Value Investors L.P. | 3 | 3 | 7.23% | 7.61% | 7.90% | Q4 2016 | Q2 2017 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Conatus Capital Management LP | 3 | 3 | 3.85% | 4.77% | 6.26% | Q2 2017 | Q4 2017 | 3 |
Natixis Investment Managers International | 3 | 3 | 2.14% | 2.67% | 3.16% | Q4 2020 | Q2 2021 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.02% | 0.20% | 0.32% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Cerrano Capital Management LP | 2 | 2 | 1.49% | 1.85% | 2.54% | Q1 2018 | Q2 2018 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 3 |
Kepos Capital LP | 3 | 3 | 0.26% | 0.41% | 0.52% | Q3 2018 | Q1 2019 | 3 |
INTACT INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q3 2023 | 3 |
Folger Hill Asset Management LP | 3 | 3 | 0.63% | 0.99% | 1.29% | Q3 2017 | Q1 2018 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q4 2023 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 1.07% | 1.16% | 1.22% | Q2 2019 | Q4 2019 | 3 |
MATHER GROUP, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Capitolis Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 3 |
Stone Ridge Asset Management LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q4 2022 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.27% | 0.43% | Q3 2021 | Q3 2023 | 3 |
C-J Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
First Affirmative Financial Network | 2 | 1 | 0.17% | 0.23% | 0.26% | Q4 2022 | Q4 2023 | 3 |
DAVIDSON INVESTMENT ADVISORS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.06% | 0.09% | Q3 2022 | Q1 2023 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.06% | 0.14% | 0.26% | Q4 2016 | Q2 2017 | 3 |
COHEN & STEERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
BRAUN STACEY ASSOCIATES INC | 3 | 3 | 0.81% | 0.95% | 1.04% | Q1 2023 | Q3 2023 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 3 | 1.79% | 2.84% | 3.59% | Q4 2022 | Q2 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2018 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.04% | 0.17% | 0.25% | Q4 2022 | Q2 2023 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.08% | 0.16% | 0.21% | Q4 2017 | Q2 2018 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
44 WEALTH MANAGEMENT LLC | 3 | 3 | 0.45% | 0.52% | 0.58% | Q4 2022 | Q2 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.58% | 0.69% | 0.84% | Q1 2023 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 1 | 1 | 0.02% | 0.16% | 0.23% | Q1 2022 | Q3 2023 | 3 |
Lourd Capital, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Aristides Capital LLC | 2 | 1 | 0.14% | 0.35% | 0.76% | Q1 2020 | Q2 2022 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q2 2019 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 1.45% | 1.51% | 1.55% | Q4 2022 | Q2 2023 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 1.32% | 1.57% | 1.75% | Q4 2022 | Q2 2023 | 3 |
Railway Pension Investments Ltd | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
BAILARD, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
First Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 3 |
COZAD ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Hitchwood Capital Management LP | 3 | 3 | 0.71% | 2.28% | 3.31% | Q4 2016 | Q2 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
DCM Advisors, LLC | 2 | 1 | 0.09% | 0.27% | 0.49% | Q1 2021 | Q3 2022 | 3 |
Knott David M Jr | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q3 2022 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Stockbridge Partners LLC | 3 | 3 | 5.40% | 6.70% | 7.66% | Q1 2023 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Carmignac Gestion | 2 | 1 | 0.01% | 0.13% | 0.37% | Q2 2019 | Q2 2020 | 3 |
HOLDERNESS INVESTMENTS CO | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 3 |
Forester Capital Management, LTD | 3 | 3 | 0.50% | 0.56% | 0.61% | Q4 2016 | Q2 2017 | 3 |
XTX Topco Ltd | 2 | 1 | 0.12% | 0.15% | 0.19% | Q1 2021 | Q2 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q1 2020 | 3 |
CAPSTONE ASSET MANAGEMENT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.09% | 0.19% | 0.26% | Q1 2023 | Q3 2023 | 3 |
EHP Funds Inc. | 3 | 3 | 0.50% | 0.55% | 0.62% | Q1 2023 | Q3 2023 | 3 |
Zions Bancorporation | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.07% | 0.19% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westchester Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.45% | 0.95% | 1.34% | Q4 2022 | Q2 2023 | 3 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2020 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 3 |
Security National Bank | 3 | 3 | 0.17% | 0.26% | 0.31% | Q1 2017 | Q3 2017 | 3 |
PLATINUM INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.62% | 0.68% | 0.75% | Q4 2021 | Q2 2022 | 3 |
Impax Asset Management Group plc | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q2 2017 | Q4 2017 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
NuWave Investment Management, LLC | 1 | 1 | 0.04% | 0.16% | 0.27% | Q3 2020 | Q3 2021 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 3 |
Castellan Group | 3 | 3 | 1.82% | 2.07% | 2.28% | Q1 2023 | Q3 2023 | 3 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
LBP AM SA | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q3 2018 | 3 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 1 | 0.26% | 0.48% | 0.60% | Q4 2022 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
M.D. Sass, Inc. | 2 | 2 | 0.19% | 1.97% | 3.74% | Q4 2016 | Q1 2017 | 2 |
First Command Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 2 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Antipodean Advisors LLC | 2 | 2 | 4.24% | 6.04% | 7.84% | Q1 2017 | Q2 2017 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 2 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Successful Portfolios LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q2 2023 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q1 2021 | 2 |
Taconic Capital Advisors LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
TSP Capital Management Group, LLC | 2 | 2 | 0.11% | 0.16% | 0.22% | Q4 2016 | Q1 2017 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.49% | 0.67% | 0.86% | Q2 2018 | Q4 2018 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.26% | 0.32% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.31% | 0.62% | 0.93% | Q3 2018 | Q1 2020 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 2 | 0.15% | 0.40% | 0.65% | Q4 2016 | Q1 2017 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
JANA PARTNERS LLC | 1 | 1 | 1.23% | 1.28% | 1.33% | Q4 2016 | Q4 2016 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PARK PRESIDIO CAPITAL LLC | 2 | 2 | 5.56% | 6.61% | 7.66% | Q3 2019 | Q4 2019 | 2 |
PETRA FINANCIAL ADVISORS INC | 2 | 2 | 0.58% | 0.68% | 0.78% | Q2 2023 | Q3 2023 | 2 |
INTECH INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q1 2022 | 2 |
West Tower Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Corton Capital Inc. | 2 | 2 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Pactiv General Employee Benefit Trust | 2 | 2 | 1.02% | 1.08% | 1.13% | Q2 2020 | Q3 2020 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q1 2023 | Q2 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Palisade Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q1 2017 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.63% | 0.72% | 0.81% | Q1 2021 | Q2 2021 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Weatherstone Capital Management | 1 | 1 | 0.01% | 0.45% | 0.88% | Q4 2018 | Q4 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.48% | 0.50% | 0.52% | Q1 2023 | Q2 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
FCF Advisors LLC | 2 | 2 | 0.90% | 0.95% | 1.00% | Q4 2018 | Q1 2019 | 2 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 2 |
Artha Asset Management LLC | 2 | 2 | 5.18% | 5.19% | 5.20% | Q1 2022 | Q2 2022 | 2 |
Grisanti Capital Management LLC | 2 | 2 | 3.53% | 3.61% | 3.68% | Q3 2019 | Q4 2019 | 2 |
Purus Wealth Management, LLC | 2 | 2 | 0.26% | 0.28% | 0.30% | Q2 2023 | Q3 2023 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Legacy Wealth Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.06% | 0.09% | Q1 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2019 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Ledyard National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Leucadia National | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q2 2017 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ratan Capital Management LP | 2 | 2 | 3.07% | 4.20% | 5.32% | Q4 2016 | Q1 2017 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
North Fourth Asset Management, LP | 1 | 1 | 0.27% | 0.28% | 0.30% | Q1 2019 | Q3 2020 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.84% | 0.89% | 0.95% | Q1 2017 | Q4 2018 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.12% | 0.23% | Q2 2020 | Q3 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.43% | 0.94% | 1.46% | Q4 2016 | Q1 2017 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.20% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q3 2019 | Q4 2019 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.16% | 0.18% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.36% | 0.72% | 1.08% | Q4 2022 | Q3 2023 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 1.02% | 1.04% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TCWP LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q2 2023 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
RETIREMENT GUYS FORMULA LLC | 2 | 2 | 0.15% | 0.27% | 0.38% | Q1 2022 | Q2 2022 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.35% | 0.39% | 0.43% | Q3 2019 | Q3 2023 | 2 |
Rice Partnership, LLC | 2 | 2 | 0.47% | 0.50% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q3 2023 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 2 |
Wealth Alliance | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q2 2020 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q2 2017 | 2 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.27% | 0.30% | 0.33% | Q4 2018 | Q1 2019 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.60% | 0.60% | 0.60% | Q1 2021 | Q2 2021 | 2 |
Infusive Asset Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Leap Investments LP | 1 | 1 | 0.16% | 0.17% | 0.19% | Q3 2019 | Q2 2020 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Emerson Point Capital LP | 1 | 1 | 1.42% | 4.94% | 8.45% | Q1 2019 | Q4 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 2 |
Integre Asset Management, LLC | 2 | 2 | 1.37% | 1.50% | 1.62% | Q2 2019 | Q3 2019 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.46% | 0.48% | 0.50% | Q4 2016 | Q1 2017 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Southpoint Capital Advisors LP | 2 | 2 | 1.12% | 2.78% | 4.43% | Q4 2016 | Q1 2017 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.13% | 0.15% | 0.17% | Q2 2018 | Q1 2019 | 2 |
Goodman Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.31% | 0.56% | 0.80% | Q4 2018 | Q4 2019 | 2 |
M&R CAPITAL MANAGEMENT INC | 2 | 2 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q4 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q4 2021 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q3 2021 | Q2 2022 | 2 |
Numeric Investors LLC | 2 | 2 | 0.55% | 0.56% | 0.58% | Q4 2016 | Q1 2017 | 2 |
FUKOKU MUTUAL LIFE INSURANCE Co | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q4 2019 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.13% | 0.24% | Q2 2021 | Q1 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Park West Asset Management LLC | 2 | 2 | 0.39% | 1.00% | 1.60% | Q4 2017 | Q1 2018 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.21% | 0.35% | 0.50% | Q2 2023 | Q3 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 2 |
Systematic Alpha Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MONROE BANK & TRUST/MI | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
BOURGEON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Commonwealth Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Financial Advocates Investment Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Balentine LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Pelorus Jack Capital, L.P. | 2 | 2 | 1.17% | 1.22% | 1.28% | Q4 2017 | Q1 2018 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Westchester Capital Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2016 | Q4 2016 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JBJ Investment Partners, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q4 2021 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 2 |
Global Thematic Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Standard Family Office LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Engine Capital Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.63% | 0.73% | 0.84% | Q4 2017 | Q1 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2017 | Q2 2018 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.12% | 0.13% | Q1 2019 | Q2 2023 | 2 |
AHL Partners LLP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2017 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.18% | 0.26% | 0.35% | Q4 2019 | Q1 2020 | 2 |
Redwood Investment Management, LLC | 2 | 2 | 0.20% | 0.23% | 0.27% | Q3 2022 | Q4 2022 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.75% | 0.82% | 0.89% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Magnus Financial Group LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q1 2019 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.14% | 0.27% | Q4 2018 | Q3 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Oak Thistle LLC | 2 | 2 | 0.20% | 0.28% | 0.36% | Q1 2023 | Q2 2023 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q1 2023 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tech Square Trading LP | 2 | 2 | 0.33% | 0.94% | 1.54% | Q4 2018 | Q1 2019 | 2 |
Peoples Bank/KS | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q4 2023 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.18% | 0.23% | 0.27% | Q1 2020 | Q2 2020 | 2 |
Mercer Capital Advisers, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Wakefield Asset Management LLLP | 2 | 2 | 0.28% | 0.32% | 0.36% | Q1 2019 | Q2 2019 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.21% | 0.25% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.23% | 0.25% | 0.28% | Q2 2017 | Q3 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
TLP GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
STARR INTERNATIONAL CO INC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2019 | Q1 2019 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
TCW GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Diametric Capital, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mondrian Investment Partners LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Hummer Financial Advisory Services Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN INVESTMENT MANAGEMENT | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2016 | Q4 2016 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CLINTON GROUP INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
EA Series Trust | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Boston Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Parplus Partners | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2022 | Q3 2022 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2019 | Q1 2019 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2023 | Q2 2023 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 5.62% | 5.62% | 5.62% | Q3 2023 | Q3 2023 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Eos Focused Equity Management, L.P. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2016 | Q4 2016 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Golden State Equity Partners | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Trust Investment Advisors | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Cercano Management LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Vantage Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
F3Logic, LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2020 | Q3 2020 | 1 |
Fulcrum Asset Management LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2020 | Q3 2020 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Stormborn Capital Management, LLC | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2019 | Q3 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Cubic Asset Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
BlackRock Group LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
13D Management LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2016 | Q4 2016 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2016 | Q4 2016 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2020 | Q1 2020 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2017 | Q4 2017 | 1 |
Symmetry Investments LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2021 | Q2 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GLG LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Trail Ridge Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Fund Management at Engine No. 1 LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Credit Capital Investments LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 8.62% | 8.62% | 8.62% | Q4 2016 | Q4 2016 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NWK Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Seelaus Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Maple Rock Capital Partners | 1 | 1 | 2.49% | 2.49% | 2.49% | Q4 2021 | Q4 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
AMF Tjanstepension AB | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
AVITY INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Friedenthal Financial | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2023 | Q1 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2022 | Q4 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Senvest Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Maven Securities LTD | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2018 | Q3 2018 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MANOR ROAD CAPITAL PARTNERS, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2017 | Q1 2017 | 1 |
PWMCO, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GENESEE VALLEY TRUST CO | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2020 | Q3 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Marlowe Partners LP | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2016 | Q4 2016 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Kehrs Ridge Capital,LLC | 1 | 1 | 3.26% | 3.26% | 3.26% | Q4 2021 | Q4 2021 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TOMS Capital Investment Management LP | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2023 | Q3 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2020 | Q1 2020 | 1 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 3.57% | 3.57% | 3.57% | Q4 2016 | Q4 2016 | 1 |
Islet Management, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2019 | Q1 2019 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2016 | Q4 2016 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 2.13% | 2.13% | 2.13% | Q2 2023 | Q2 2023 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2023 | Q1 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AXS Investments LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
AIA Group Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cartenna Capital, LP | 1 | 1 | 3.91% | 3.91% | 3.91% | Q1 2021 | Q1 2021 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Alaska Permanent Fund Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
MANA Advisors LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2019 | Q2 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own LAMB WESTON HLDGS INC or have owned LAMB WESTON HLDGS INC in the past.