Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 73 |
Citadel Advisors | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 40 |
BARCLAYS PLC | 21 | 14 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 37 |
DIMENSIONAL FUND ADVISORS LP | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FIRST MANHATTAN CO. LLC. | 36 | 36 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 36 | 36 | 0.00% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
FRANKLIN RESOURCES INC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Highlander Capital Management, LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Focused Wealth Management, Inc | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FPR PARTNERS LLC | 36 | 36 | 0.68% | 3.30% | 6.45% | Q4 2014 | Q3 2023 | 36 |
GABELLI FUNDS LLC | 36 | 36 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 36 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PRICE T ROWE ASSOCIATES INC /MD/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Wallace Capital Management Inc. | 36 | 36 | 0.06% | 0.23% | 0.47% | Q4 2014 | Q3 2023 | 36 |
RHUMBLINE ADVISERS | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Weitz Investment Management | 36 | 36 | 0.48% | 0.94% | 1.36% | Q4 2014 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
GAMCO INVESTORS, INC. ET AL | 36 | 36 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q3 2023 | 36 |
Markel Corporation | 36 | 36 | 0.10% | 0.29% | 0.49% | Q4 2014 | Q3 2023 | 36 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Norman Fields, Gottscho Capital Management, LLC | 36 | 36 | 0.51% | 1.23% | 2.34% | Q4 2014 | Q3 2023 | 36 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
S&CO INC | 36 | 36 | 0.54% | 0.92% | 1.30% | Q4 2014 | Q3 2023 | 36 |
Neuberger Berman Group LLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
BROWN BROTHERS HARRIMAN & CO | 36 | 36 | 0.00% | 0.31% | 1.30% | Q4 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
D. E. Shaw & Co., Inc. | 36 | 36 | 0.06% | 0.12% | 0.21% | Q4 2014 | Q3 2023 | 36 |
BISLETT MANAGEMENT, LLC | 36 | 36 | 3.20% | 8.30% | 15.72% | Q4 2014 | Q3 2023 | 36 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SEIZERT CAPITAL PARTNERS, LLC | 36 | 36 | 0.10% | 1.23% | 2.21% | Q4 2014 | Q3 2023 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 32 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 25 | 10 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
AMERIPRISE FINANCIAL INC | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
GLENMEDE TRUST CO NA | 20 | 15 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
BAMCO INC /NY/ | 35 | 35 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q2 2023 | 35 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
ClearBridge Investments | 35 | 35 | 0.01% | 0.14% | 0.19% | Q4 2014 | Q2 2023 | 35 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 35 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
CSS LLC/IL | 35 | 35 | 0.08% | 0.16% | 0.29% | Q4 2014 | Q2 2023 | 35 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
PANAGORA ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
COMERICA BANK | 32 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 34 |
STATE OF WISCONSIN INVESTMENT BOARD | 32 | 2 | 0.00% | 0.07% | 0.18% | Q4 2014 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 33 | 1 | 0.00% | 0.06% | 0.14% | Q4 2014 | Q3 2023 | 34 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
Hosking Partners LLP | 33 | 33 | 0.01% | 0.06% | 0.28% | Q3 2015 | Q3 2023 | 33 |
Utah Retirement Systems | 33 | 33 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2022 | 33 |
Invesco Ltd. | 31 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
TCI Wealth Advisors, Inc. | 32 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2023 | 33 |
NORGES BANK | 33 | 33 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2022 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2022 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 32 | 32 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 32 |
MILLENNIUM MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2023 | 32 |
EATON VANCE MANAGEMENT | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
AVIVA PLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
LPL Financial LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 31 |
SEI INVESTMENTS CO | 17 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 30 |
CWM, LLC | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
Ashe Capital Management, LP | 30 | 30 | 1.38% | 6.72% | 10.58% | Q4 2014 | Q1 2022 | 30 |
CANADA PENSION PLAN INVESTMENT BOARD | 29 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 30 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 29 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 29 |
MARKSTON INTERNATIONAL LLC | 29 | 29 | 0.18% | 0.25% | 0.36% | Q4 2014 | Q4 2021 | 29 |
PRUDENTIAL FINANCIAL INC | 27 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2023 | 29 |
Tarbox Family Office, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2022 | 29 |
BROWN ADVISORY INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
MAD RIVER INVESTORS | 29 | 29 | 0.16% | 1.10% | 1.64% | Q4 2014 | Q4 2021 | 29 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
NOMURA HOLDINGS INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 28 |
Fiduciary Group LLC | 28 | 28 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q1 2022 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 28 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 28 | 28 | 0.35% | 1.39% | 2.44% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 21 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 27 |
HighTower Advisors, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 26 |
WINTRUST INVESTMENTS LLC | 11 | 5 | 0.02% | 0.06% | 0.18% | Q2 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 17 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2022 | 26 |
Russell Investments Group, Ltd. | 21 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
CIBC Asset Management Inc | 26 | 26 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2021 | 26 |
Winslow, Evans & Crocker, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
WHITTIER TRUST CO | 17 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 25 |
SG Americas Securities, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2023 | 25 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
BRIDGER MANAGEMENT, LLC | 25 | 25 | 0.56% | 1.68% | 2.83% | Q2 2015 | Q2 2021 | 25 |
NEXT Financial Group, Inc | 12 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Nuveen Asset Management, LLC | 18 | 7 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 15 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2020 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 24 |
LOOMIS SAYLES & CO L P | 18 | 5 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q2 2023 | 23 |
MACQUARIE GROUP LTD | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
State of New Jersey Common Pension Fund D | 18 | 5 | 0.00% | 0.05% | 0.17% | Q4 2014 | Q1 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
EAGLE CAPITAL MANAGEMENT LLC | 23 | 23 | 0.01% | 0.34% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Ruane, Cunniff & Goldfarb L.P. | 23 | 23 | 0.77% | 1.22% | 1.69% | Q1 2018 | Q3 2023 | 23 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2022 | 22 |
YHB Investment Advisors, Inc. | 22 | 22 | 0.04% | 0.11% | 0.14% | Q2 2018 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 17 | 2 | 0.00% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 22 |
STRS OHIO | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 22 |
ACT II MANAGEMENT, LP | 22 | 22 | 0.02% | 7.19% | 14.66% | Q4 2014 | Q1 2020 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 22 |
Alexandria Capital, LLC | 22 | 22 | 0.00% | 0.17% | 0.48% | Q2 2016 | Q3 2021 | 22 |
AMI INVESTMENT MANAGEMENT INC | 22 | 22 | 1.21% | 2.21% | 3.00% | Q2 2018 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 21 |
SHUFRO ROSE & CO LLC | 9 | 5 | 0.02% | 0.04% | 0.10% | Q4 2014 | Q3 2020 | 21 |
SELZ CAPITAL LLC | 21 | 21 | 0.17% | 0.32% | 0.50% | Q4 2014 | Q4 2019 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
DELTA ASSET MANAGEMENT LLC/TN | 17 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
Vident Investment Advisory, LLC | 21 | 21 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2022 | 21 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
AMALGAMATED BANK | 10 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 21 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Freshford Capital Management, LLC | 19 | 1 | 0.49% | 6.17% | 11.99% | Q4 2014 | Q2 2022 | 20 |
BANYAN CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.08% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 20 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.04% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
DAVENPORT & Co LLC | 15 | 5 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q1 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
PEAK6 Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 20 |
Aperio Group, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2020 | 20 |
ASSETMARK, INC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 20 |
STIFEL FINANCIAL CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2022 | 20 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 19 |
Private Capital Advisors, Inc. | 19 | 19 | 0.12% | 0.17% | 0.22% | Q4 2014 | Q2 2019 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.19% | 0.42% | Q1 2019 | Q3 2023 | 19 |
BARINGS LLC | 18 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q2 2020 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
MARK ASSET MANAGEMENT LP | 18 | 1 | 0.07% | 2.91% | 5.33% | Q4 2014 | Q1 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.00% | 0.18% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
TEACHERS ADVISORS, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q2 2023 | 18 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q1 2021 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 18 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 18 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2019 | 18 |
Psagot Value Holdings Ltd. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 18 |
Cadence Bank | 18 | 18 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q4 2022 | 18 |
Allen Investment Management, LLC | 18 | 18 | 0.20% | 0.39% | 0.56% | Q2 2018 | Q3 2022 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.01% | 0.01% | 0.06% | Q4 2014 | Q1 2019 | 18 |
Mraz, Amerine & Associates, Inc. | 14 | 4 | 0.06% | 0.08% | 0.11% | Q1 2017 | Q2 2022 | 18 |
NATIXIS ADVISORS, L.P. | 18 | 18 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q1 2019 | 18 |
HARRIS ASSOCIATES L P | 16 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 17 |
Hi-Line Capital Management, LLC | 17 | 17 | 2.72% | 3.97% | 7.03% | Q3 2019 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 11 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 17 |
NORTHERN CAPITAL MANAGEMENT LLC | 17 | 17 | 0.53% | 1.19% | 1.78% | Q4 2014 | Q4 2018 | 17 |
OSSIAM | 17 | 17 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q2 2023 | 17 |
Horizon Kinetics | 17 | 17 | 0.28% | 0.66% | 0.92% | Q4 2014 | Q4 2018 | 17 |
Hudson Bay Capital Management LP | 11 | 6 | 0.02% | 0.95% | 2.22% | Q4 2016 | Q4 2021 | 17 |
ENTERPRISE FINANCIAL SERVICES CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 17 |
Balentine LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2022 | 17 |
Capital Analysts, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 17 |
Raffles Associates | 7 | 3 | 0.18% | 0.24% | 0.30% | Q4 2014 | Q3 2019 | 17 |
Artemis Investment Management LLP | 16 | 16 | 0.02% | 0.36% | 1.42% | Q4 2014 | Q3 2018 | 16 |
MEEDER ASSET MANAGEMENT INC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 16 |
JANUS HENDERSON GROUP PLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2022 | 16 |
Glassman Wealth Services | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Cutler Group LLC / CA | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 16 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 7 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 16 |
DekaBank Deutsche Girozentrale | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 16 |
KBC Group NV | 12 | 4 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q1 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 16 |
Burt Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PRIVATE MANAGEMENT GROUP INC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 16 |
Vantage Investment Advisors, LLC | 15 | 15 | 0.03% | 0.05% | 0.11% | Q1 2015 | Q3 2018 | 15 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 10 | 2 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q1 2023 | 15 |
ROOSEVELT INVESTMENT GROUP LLC | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2022 | 15 |
Cardan Capital Partners, LLC | 15 | 15 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q3 2021 | 15 |
TRUST CO OF VERMONT | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 15 |
Legacy Bridge, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Archon Partners LLC | 15 | 15 | 0.13% | 0.25% | 0.33% | Q4 2014 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Alberta Investment Management Corp | 8 | 2 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q1 2022 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
CQS Cayman LP | 10 | 1 | 0.05% | 0.39% | 1.03% | Q4 2014 | Q3 2019 | 15 |
Swiss National Bank | 8 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 15 |
FinTrust Capital Advisors, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Cowen Investment Management LLC | 11 | 3 | 0.01% | 1.96% | 10.29% | Q3 2019 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 7 | 7 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2022 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2019 | 14 |
State of Alaska, Department of Revenue | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 14 |
TORONTO DOMINION BANK | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2018 | 14 |
AlphaCrest Capital Management LLC | 14 | 14 | 0.01% | 0.05% | 0.11% | Q2 2019 | Q3 2022 | 14 |
Waldron Private Wealth LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
MAI Capital Management | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Chicago Partners Investment Group LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2018 | 13 |
Yorktown Management & Research Co Inc | 13 | 13 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q1 2018 | 13 |
Laird Norton Wetherby Wealth Management, LLC | 12 | 1 | 0.02% | 0.17% | 0.28% | Q3 2018 | Q2 2022 | 13 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q4 2022 | 13 |
abrdn plc | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 13 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
KARPAS STRATEGIES, LLC | 13 | 13 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q2 2022 | 13 |
First Eagle Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
WASHINGTON TRUST Co | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 13 | 13 | 0.01% | 0.27% | 0.65% | Q4 2014 | Q4 2017 | 13 |
VAN ECK ASSOCIATES CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
COMMERCE BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 13 |
First Personal Financial Services | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
ExodusPoint Capital Management, LP | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 13 |
Allianz Asset Management GmbH | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2021 | 13 |
CIBC Private Wealth Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 12 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 12 |
GAM Holding AG | 11 | 1 | 0.02% | 0.03% | 0.07% | Q4 2014 | Q2 2018 | 12 |
Locust Wood Capital Advisers | 12 | 12 | 0.72% | 1.00% | 1.39% | Q4 2014 | Q3 2017 | 12 |
THOMPSON DAVIS & CO., INC. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2017 | 12 |
GREAT LAKES ADVISORS, LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2020 | 12 |
Venator Management LLC | 12 | 12 | 2.30% | 4.59% | 6.13% | Q4 2020 | Q3 2023 | 12 |
Hall Kathryn A. | 12 | 12 | 0.61% | 0.99% | 1.39% | Q4 2020 | Q3 2023 | 12 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 12 | 12 | 0.04% | 0.07% | 0.09% | Q4 2014 | Q3 2017 | 12 |
Unison Asset Management LLC | 12 | 12 | 1.48% | 2.53% | 4.27% | Q4 2020 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Advisory Services Network, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 12 |
Delta Investment Management, LLC | 12 | 12 | 0.11% | 0.86% | 2.21% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Cable Hill Partners, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.11% | 0.48% | Q3 2015 | Q4 2022 | 12 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Geneos Wealth Management Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 11 |
WESTPAC BANKING CORP | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q1 2023 | 11 |
Global Retirement Partners, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 11 |
WFG Advisors, LP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
KIRR MARBACH & CO LLC /IN/ | 11 | 11 | 0.27% | 0.32% | 0.40% | Q4 2014 | Q2 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bartlett & Co. LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2023 | 11 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 11 |
Opera Trading Capital | 6 | 5 | 0.03% | 0.20% | 0.64% | Q4 2015 | Q3 2018 | 11 |
D.A. DAVIDSON & CO. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2017 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
Robotti & Company | 7 | 3 | 0.06% | 0.18% | 0.33% | Q1 2018 | Q3 2022 | 10 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 10 | 10 | 0.68% | 3.03% | 4.91% | Q1 2018 | Q2 2020 | 10 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Williams Jones Wealth Management, LLC. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 10 |
Harbor Advisors LLC | 10 | 10 | 0.07% | 0.11% | 0.26% | Q4 2020 | Q1 2023 | 10 |
Daiwa Securities Group Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2010 | Q3 2023 | 10 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2020 | 10 |
GARDNER LEWIS ASSET MANAGEMENT L P | 10 | 10 | 0.10% | 0.13% | 0.20% | Q4 2014 | Q1 2017 | 10 |
Allworth Financial LP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 10 |
Brandywine Global Investment Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 10 |
Sycale Advisors (NY) LLC | 10 | 10 | 0.46% | 5.08% | 10.68% | Q1 2021 | Q2 2023 | 10 |
BlackRock Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NATIXIS | 5 | 4 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q1 2022 | 9 |
Rehmann Capital Advisory Group | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 9 |
Mint Tower Capital Management B.V. | 7 | 1 | 0.00% | 0.14% | 0.43% | Q4 2019 | Q4 2022 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
FIRST QUADRANT LLC/CA | 7 | 2 | 0.05% | 0.15% | 0.26% | Q3 2017 | Q4 2021 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BlackRock Group LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q4 2022 | 9 |
Hound Partners | 9 | 9 | 0.02% | 0.58% | 0.85% | Q2 2017 | Q2 2019 | 9 |
ARISTEIA CAPITAL, L.L.C. | 6 | 3 | 1.35% | 2.20% | 3.59% | Q4 2014 | Q3 2023 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
PFS INVESTMENTS INC. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
BerganKDV Wealth Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.15% | 0.22% | Q2 2020 | Q2 2022 | 9 |
SUNTRUST BANKS INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
SYNOVUS FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.10% | 0.31% | 0.70% | Q4 2016 | Q4 2018 | 9 |
M&T BANK CORP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 9 |
Schonfeld Strategic Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Value Partners Investments Inc. | 9 | 9 | 0.20% | 0.37% | 0.63% | Q4 2019 | Q4 2021 | 9 |
Manchester Capital Management LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 9 |
APG Asset Management N.V. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
GUYASUTA INVESTMENT ADVISORS INC | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2022 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.04% | 0.05% | 0.11% | Q3 2021 | Q3 2023 | 9 |
BlackRock Institutional Trust Company, N.A. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
FIC CAPITAL INC | 9 | 9 | 1.36% | 1.88% | 2.66% | Q3 2015 | Q3 2017 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q4 2021 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
VNBTrust, National Association | 9 | 9 | 0.48% | 0.66% | 0.80% | Q4 2014 | Q4 2016 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 8 |
Mitsubishi UFJ Asset Management Co., Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Red Cedar Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
IFM Investors Pty Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2022 | 8 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 1 | 0.00% | 0.09% | 0.19% | Q4 2014 | Q3 2017 | 8 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Gulf International Bank (UK) Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Maven Securities LTD | 5 | 1 | 0.02% | 0.42% | 2.32% | Q4 2016 | Q1 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2020 | 8 |
ETF MANAGERS GROUP, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q1 2019 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.01% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 8 |
Pacer Advisors, Inc. | 8 | 8 | 0.02% | 0.04% | 0.11% | Q4 2015 | Q3 2017 | 8 |
Newfound Research LLC | 8 | 8 | 0.08% | 0.17% | 0.33% | Q3 2020 | Q2 2022 | 8 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.08% | 0.19% | Q3 2017 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Asset Management One Co., Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Stevens First Principles Investment Advisors | 5 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2019 | 8 |
BP PLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Verition Fund Management LLC | 3 | 2 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q3 2022 | 8 |
Arizona State Retirement System | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
Private Ocean, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 8 |
CLOUGH CAPITAL PARTNERS L P | 8 | 8 | 0.30% | 0.38% | 0.52% | Q4 2014 | Q3 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HighVista Strategies LLC | 7 | 1 | 0.21% | 0.32% | 0.62% | Q3 2015 | Q1 2018 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
TD ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
1832 Asset Management L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.09% | 0.11% | 0.13% | Q2 2015 | Q4 2016 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Employees Retirement System of Texas | 4 | 3 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q4 2020 | 7 |
Southeastern Asset Management | 7 | 7 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Wahed Invest LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
Laidlaw Wealth Management LLC | 4 | 1 | 0.04% | 0.07% | 0.12% | Q4 2020 | Q2 2023 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q2 2023 | 7 |
Leucadia National | 3 | 1 | 0.02% | 0.50% | 1.48% | Q3 2016 | Q2 2023 | 7 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Covestor Ltd | 5 | 2 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Retirement Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Vestcor Inc | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q3 2022 | 7 |
EQUITABLE TRUST CO | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q3 2021 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2022 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 7 |
Fort Baker Capital Management LP | 4 | 1 | 0.54% | 3.82% | 8.12% | Q1 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 7 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Maryland State Retirement & Pension System | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 6 |
AIRE ADVISORS, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Marcato Capital | 6 | 6 | 0.70% | 2.40% | 4.28% | Q3 2015 | Q4 2016 | 6 |
IndexIQ Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Supplemental Annuity Collective Trust of NJ | 6 | 6 | 0.12% | 0.30% | 0.44% | Q4 2017 | Q1 2019 | 6 |
Roundview Capital LLC | 6 | 6 | 0.10% | 0.16% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Sowell Financial Services LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 6 |
Ensign Peak Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 6 |
Ergoteles LLC | 3 | 1 | 0.00% | 0.08% | 0.38% | Q3 2020 | Q3 2022 | 6 |
Versor Investments LP | 3 | 3 | 0.01% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 6 |
TD Waterhouse Canada Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Long Focus Capital Management, LLC | 6 | 6 | 0.33% | 0.58% | 0.75% | Q2 2022 | Q3 2023 | 6 |
PineBridge Investments, L.P. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
FourThought Financial, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
CVA Family Office, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Handelsbanken Fonder AB | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.15% | 0.31% | Q4 2015 | Q1 2018 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 6 |
FIDUCIARY TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Provident Investment Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
Long Path Partners LP | 6 | 6 | 0.84% | 1.22% | 2.31% | Q2 2022 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
Heron Bay Capital Management | 6 | 6 | 0.26% | 0.77% | 1.18% | Q4 2020 | Q1 2022 | 6 |
Swift Run Capital | 6 | 6 | 0.61% | 0.76% | 0.98% | Q4 2014 | Q1 2016 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q2 2023 | 6 |
YCG, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2016 | 6 |
AMP Capital Investors Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
ADI CAPITAL MANAGEMENT LLC | 6 | 6 | 0.55% | 0.63% | 0.79% | Q1 2015 | Q2 2016 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Alpine Global Management, LLC | 3 | 1 | 0.08% | 0.69% | 1.09% | Q3 2016 | Q1 2020 | 6 |
CQS (US), LLC | 4 | 1 | 0.00% | 0.36% | 0.89% | Q4 2019 | Q3 2023 | 6 |
Calvert Investment Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2016 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2022 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2016 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Ferris Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 5 |
COWEN INC. | 4 | 1 | 0.03% | 0.13% | 0.31% | Q4 2016 | Q2 2019 | 5 |
AQR Arbitrage LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q4 2016 | 5 |
Foxhaven Asset Management, LP | 5 | 5 | 1.17% | 1.39% | 1.62% | Q3 2017 | Q3 2018 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
PRUDENTIAL PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
QS Investors, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Livforsakringsbolaget Skandia, Omsesidigt | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 5 | 5 | 0.22% | 0.25% | 0.30% | Q3 2016 | Q3 2017 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
DUBUQUE BANK & TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Stony Point Capital LLC | 5 | 5 | 3.11% | 3.93% | 4.51% | Q1 2020 | Q1 2021 | 5 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q4 2022 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Catalyst Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Washington Trust Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Douglass Winthrop Advisors, LLC | 5 | 5 | 0.12% | 0.18% | 0.20% | Q4 2014 | Q4 2015 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.18% | 0.29% | 0.34% | Q2 2021 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
WHITEBOX ADVISORS LLC | 5 | 5 | 0.01% | 0.24% | 0.34% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 5 | 0.15% | 0.19% | 0.24% | Q1 2017 | Q1 2018 | 5 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Steel Canyon Capital, LLC | 4 | 1 | 0.91% | 3.42% | 7.42% | Q1 2020 | Q1 2022 | 5 |
PAX Financial Group, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 4 |
TLP GROUP LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2018 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.04% | 0.21% | 0.36% | Q2 2016 | Q1 2020 | 4 |
R.H. Dinel Investment Counsel, Inc. | 4 | 4 | 0.22% | 0.24% | 0.26% | Q4 2014 | Q3 2015 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 5.69% | 6.46% | 7.25% | Q4 2022 | Q3 2023 | 4 |
Cohen Klingenstein LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.24% | 0.71% | Q4 2018 | Q3 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2021 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Liberty Mutual Group Asset Management Inc. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q3 2015 | 4 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.13% | 0.59% | 0.88% | Q3 2020 | Q1 2022 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.02% | 0.11% | 0.21% | Q3 2016 | Q2 2017 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Senator Investment Group LP | 4 | 4 | 0.33% | 0.45% | 0.59% | Q1 2017 | Q4 2017 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Absolute Return Capital, LLC | 4 | 4 | 0.00% | 0.08% | 0.13% | Q4 2014 | Q3 2015 | 4 |
WINTON GROUP Ltd | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
VESTOR CAPITAL, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
STONEHILL CAPITAL MANAGEMENT LLC | 4 | 4 | 4.28% | 7.02% | 9.14% | Q4 2021 | Q3 2022 | 4 |
Xact Kapitalforvaltning AB | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
Integrated Wealth Concepts LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IBM Retirement Fund | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 4 |
CARLSON CAPITAL L P | 3 | 1 | 0.04% | 0.10% | 0.16% | Q2 2019 | Q2 2022 | 4 |
FEDERATED HERMES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 4 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 4 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 4 |
West Family Investments, Inc. | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q1 2022 | 4 |
FNY Investment Advisers, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2019 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.39% | 0.47% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 4 |
FIRST INTERSTATE BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Marks Group Wealth Management, Inc | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2019 | Q3 2020 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.88% | 0.99% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ionic Capital Management LLC | 4 | 4 | 0.06% | 0.11% | 0.15% | Q3 2016 | Q2 2017 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Blueport Capital, L.P. | 3 | 3 | 1.17% | 2.73% | 5.18% | Q4 2017 | Q2 2018 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Bluefin Trading, LLC | 1 | 1 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q1 2018 | 3 |
Napier Park Global Capital (US) LP | 3 | 3 | 0.84% | 1.03% | 1.17% | Q4 2014 | Q2 2015 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.12% | 0.17% | Q1 2015 | Q3 2021 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Axiom Investment Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 3 |
SHELL ASSET MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CENTRAL TRUST Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Blueshift Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 2.75% | 8.02% | Q4 2014 | Q3 2016 | 3 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2021 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q2 2015 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 3 | 3 | 0.23% | 0.30% | 0.34% | Q4 2014 | Q2 2015 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.06% | 0.26% | 0.65% | Q3 2017 | Q1 2018 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
OTA Financial Group L.P. | 1 | 1 | 1.08% | 1.87% | 2.93% | Q4 2015 | Q2 2019 | 3 |
AM Squared Ltd | 3 | 3 | 0.71% | 0.86% | 1.13% | Q4 2022 | Q2 2023 | 3 |
3G Capital Partners | 3 | 3 | 0.29% | 0.39% | 0.48% | Q1 2016 | Q3 2016 | 3 |
Sahana Capital Management LP | 3 | 3 | 1.26% | 1.70% | 2.37% | Q2 2020 | Q4 2020 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Hosking & Co Ltd | 3 | 3 | 0.09% | 0.18% | 0.24% | Q4 2014 | Q2 2015 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Lehman Financial Resources, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
EPACRIA CAPITAL PARTNERS, LLC | 3 | 3 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 3 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 3 |
SEARLE & CO. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MOODY LYNN & LIEBERSON, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
TIGER MANAGEMENT L.L.C. | 2 | 1 | 0.08% | 0.24% | 0.40% | Q4 2014 | Q4 2015 | 3 |
Virtu KCG Holdings LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
Korea Investment CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q1 2020 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
TT International Asset Management LTD | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Numina Capital Management, LLC | 3 | 3 | 0.05% | 2.35% | 3.72% | Q3 2017 | Q1 2018 | 3 |
PINNACLE ASSOCIATES LTD | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q2 2015 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.29% | 0.35% | 0.44% | Q2 2019 | Q4 2019 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 3 |
Claybrook Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Airain ltd | 2 | 2 | 0.06% | 0.07% | 0.09% | Q3 2016 | Q4 2016 | 2 |
Asset Management Advisors, LLC | 2 | 2 | 0.36% | 0.39% | 0.41% | Q4 2014 | Q1 2015 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
CKW FINANCIAL GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.06% | 0.09% | Q1 2022 | Q3 2022 | 2 |
Glacier Peak Capital LLC | 2 | 2 | 3.09% | 3.19% | 3.28% | Q1 2018 | Q2 2018 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
New Jersey Better Educational Savings Trust | 2 | 2 | 0.38% | 0.58% | 0.78% | Q4 2017 | Q1 2018 | 2 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Platte River Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
Highstreet Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NumerixS Investment Technologies Inc | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
BHR Capital LLC | 2 | 2 | 0.36% | 0.47% | 0.58% | Q4 2014 | Q1 2015 | 2 |
BLUE ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
CRAMER ROSENTHAL MCGLYNN LLC | 2 | 2 | 0.45% | 0.46% | 0.48% | Q4 2014 | Q1 2015 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 3.33% | 4.21% | 5.09% | Q3 2016 | Q4 2016 | 2 |
Hapanowicz & Associates Financial Services, Inc | 2 | 2 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q4 2020 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 2 |
GRIES FINANCIAL LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Winslow Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q3 2021 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2015 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Game Creek Capital, LP | 2 | 2 | 0.72% | 0.95% | 1.18% | Q3 2022 | Q4 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2016 | Q2 2016 | 2 |
Long Path Partners Fund, LP | 2 | 2 | 4.02% | 6.98% | 9.94% | Q4 2021 | Q1 2022 | 2 |
Independence Capital Asset Partners, LLC | 2 | 2 | 1.32% | 2.08% | 2.84% | Q4 2014 | Q1 2015 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Athanor Capital, LP | 1 | 1 | 0.34% | 0.62% | 0.90% | Q4 2017 | Q4 2019 | 2 |
Armbruster Capital Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
GLG LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Diversified Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
A.R.T. Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q4 2014 | Q1 2015 | 2 |
QUALCOMM INC/DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2021 | Q4 2021 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q3 2022 | Q4 2022 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.08% | 0.11% | 0.14% | Q3 2015 | Q3 2016 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Cove Street Capital, LLC | 2 | 2 | 0.51% | 0.56% | 0.61% | Q4 2014 | Q1 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Giverny Capital | 1 | 1 | 0.02% | 0.18% | 0.35% | Q3 2020 | Q3 2021 | 2 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.39% | 0.41% | 0.44% | Q4 2014 | Q1 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BOSTON PRIVATE BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.47% | 0.60% | 0.74% | Q1 2017 | Q4 2017 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 2 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Miura Global Management | 2 | 2 | 0.91% | 0.92% | 0.93% | Q2 2015 | Q3 2015 | 2 |
RDST Capital LLC | 2 | 2 | 2.00% | 2.18% | 2.36% | Q4 2021 | Q1 2022 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.69% | 0.71% | 0.74% | Q1 2022 | Q2 2022 | 2 |
S. MUOIO & CO. LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Manikay Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2016 | Q4 2016 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Newtyn Management, LLC | 1 | 1 | 3.73% | 3.73% | 3.73% | Q3 2017 | Q3 2017 | 1 |
OAK FAMILY ADVISORS, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Seven Bridges Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q1 2021 | Q1 2021 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ZAZOVE ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Savoie Capital LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q3 2023 | Q3 2023 | 1 |
Cider Mill Investments LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2018 | Q1 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Simcoe Capital Management, LLC | 1 | 1 | 5.22% | 5.22% | 5.22% | Q3 2017 | Q3 2017 | 1 |
Plancorp, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Findlay Park Partners LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Americana Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2015 | Q2 2015 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Atwater Malick LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Retirement Systems of Alabama | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Dragoneer Investment Group | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2016 | Q2 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
TAM Capital Management Inc. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q4 2022 | Q4 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Thrax Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2016 | Q2 2016 | 1 |
M.D. Sass, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Li Winifred I | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Odey Asset Management LLP | 1 | 1 | 1.79% | 1.79% | 1.79% | Q3 2023 | Q3 2023 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
FORSTA AP-FONDEN | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SPOT TRADING L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Kingstown Capital | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2014 | Q4 2014 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Diametric Capital, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TT INTERNATIONAL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
XTX Topco Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Clearline Capital LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2015 | Q2 2015 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
ARMSTRONG HENRY H ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Boston Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Biltmore Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Humankind Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Patten Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Archer Investment Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
River Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Robeco Institutional Asset Management B.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own LIBERTY BROADBAND CORP or have owned LIBERTY BROADBAND CORP in the past.