Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 23 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 48 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 33 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
GOLDMAN SACHS GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
GABELLI FUNDS LLC | 29 | 29 | 0.06% | 0.15% | 0.34% | Q2 2016 | Q2 2023 | 29 |
Norman Fields, Gottscho Capital Management, LLC | 29 | 29 | 0.97% | 1.33% | 1.64% | Q4 2016 | Q4 2023 | 29 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CITIGROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BROWN BROTHERS HARRIMAN & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
WELLS FARGO & COMPANY/MN | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
FIRST MANHATTAN CO. LLC. | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
NORTHERN TRUST CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
MORGAN STANLEY | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
BISLETT MANAGEMENT, LLC | 29 | 29 | 0.13% | 1.47% | 2.56% | Q2 2016 | Q2 2023 | 29 |
US BANCORP \DE\ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Legal & General Group Plc | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
DEUTSCHE BANK AG\ | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
D. E. Shaw & Co., Inc. | 29 | 29 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 29 |
PNC FINANCIAL SERVICES GROUP, INC. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
ROYAL BANK OF CANADA | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BlackRock Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
GEODE CAPITAL MANAGEMENT, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Ancora Advisors LLC | 29 | 29 | 0.08% | 0.32% | 0.61% | Q2 2016 | Q2 2023 | 29 |
CREDIT SUISSE AG/ | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
Bank of New York Mellon Corp | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BANK OF AMERICA CORP /DE/ | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
UBS Group AG | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
RHUMBLINE ADVISERS | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BARCLAYS PLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
JPMORGAN CHASE & CO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
Atika Capital Management LLC | 29 | 29 | 0.33% | 1.96% | 5.33% | Q2 2016 | Q2 2023 | 29 |
Swiss National Bank | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
STATE STREET CORP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
VANGUARD GROUP INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
GAMCO INVESTORS, INC. ET AL | 29 | 29 | 0.06% | 0.31% | 0.56% | Q2 2016 | Q2 2023 | 29 |
NEW YORK STATE COMMON RETIREMENT FUND | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 28 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
S&CO INC | 28 | 28 | 0.04% | 0.07% | 0.22% | Q2 2016 | Q1 2023 | 28 |
EAGLE ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q2 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 15 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 28 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 28 | 28 | 0.08% | 1.19% | 1.79% | Q3 2016 | Q2 2023 | 28 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 28 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 28 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2023 | 28 |
Tensile Capital Management | 28 | 28 | 1.61% | 4.83% | 7.35% | Q3 2016 | Q2 2023 | 28 |
BANK OF MONTREAL /CAN/ | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 28 |
Russell Investments Group, Ltd. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 27 |
Asset Management One Co., Ltd. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 27 |
WITTENBERG INVESTMENT MANAGEMENT, INC. | 27 | 27 | 0.12% | 0.22% | 0.52% | Q4 2016 | Q2 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 27 |
NORGES BANK | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 27 |
GLENMEDE TRUST CO NA | 19 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 27 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 27 |
Sargent Bickham Lagudis LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2022 | 27 |
ArrowMark Colorado Holdings LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2022 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2023 | 26 |
Renaissance Technologies | 26 | 26 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q2 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 26 |
Mraz, Amerine & Associates, Inc. | 15 | 4 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q2 2023 | 25 |
Steward Partners Investment Advisory, LLC | 17 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 25 |
GILDER GAGNON HOWE & CO LLC | 24 | 24 | 0.03% | 0.12% | 0.28% | Q2 2016 | Q1 2022 | 24 |
DIMENSIONAL FUND ADVISORS LP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 24 |
Focused Wealth Management, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
Weitz Investment Management | 24 | 24 | 0.10% | 0.16% | 0.28% | Q2 2016 | Q1 2022 | 24 |
MetLife Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
Potrero Capital Research LLC | 23 | 23 | 0.26% | 3.40% | 5.57% | Q2 2016 | Q4 2021 | 23 |
MARKSTON INTERNATIONAL LLC | 23 | 23 | 0.00% | 0.02% | 0.13% | Q2 2016 | Q4 2021 | 23 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 23 |
AWH Capital, L.P. | 23 | 23 | 3.10% | 6.31% | 12.38% | Q4 2017 | Q2 2023 | 23 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 16 | 6 | 0.02% | 0.15% | 0.72% | Q2 2016 | Q2 2023 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 22 |
FMR LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
Carroll Financial Associates, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2021 | 22 |
OPTIMUM INVESTMENT ADVISORS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 22 |
Highlander Capital Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q2 2023 | 21 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2021 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2022 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 21 |
Tower Research Capital LLC (TRC) | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2023 | 21 |
CI INVESTMENTS INC. | 21 | 21 | 0.15% | 0.27% | 0.36% | Q2 2018 | Q2 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
IFP Advisors, Inc | 13 | 7 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 20 |
SHAPIRO CAPITAL MANAGEMENT LLC | 20 | 20 | 0.29% | 0.99% | 1.67% | Q3 2018 | Q2 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 20 |
PECAUT & CO. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 19 |
First Bank & Trust | 19 | 19 | 0.03% | 0.09% | 0.12% | Q4 2018 | Q2 2023 | 19 |
One Fin Capital Management LP | 19 | 19 | 2.84% | 5.31% | 8.84% | Q4 2018 | Q2 2023 | 19 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 19 | 19 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q2 2021 | 19 |
MILLENNIUM MANAGEMENT LLC | 6 | 2 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 19 |
LOOMIS SAYLES & CO L P | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
BOYAR ASSET MANAGEMENT INC. | 19 | 19 | 0.39% | 0.77% | 1.33% | Q4 2018 | Q2 2023 | 19 |
SIGNATUREFD, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 18 |
Princeton Global Asset Management LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
NEXT Financial Group, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 18 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 18 | 18 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q2 2023 | 18 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 18 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 18 |
WEIK CAPITAL MANAGEMENT | 10 | 8 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q1 2023 | 18 |
WHITTIER TRUST CO | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 18 |
Rockefeller Capital Management L.P. | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
COOPER CREEK PARTNERS MANAGEMENT LLC | 17 | 17 | 0.15% | 0.40% | 1.62% | Q1 2019 | Q1 2023 | 17 |
MASON CAPITAL MANAGEMENT LLC | 17 | 17 | 1.35% | 4.39% | 13.82% | Q2 2016 | Q2 2020 | 17 |
Nuveen Asset Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
Advisors Capital Management, LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 17 |
VAN DEN BERG MANAGEMENT I, INC | 16 | 16 | 0.62% | 1.04% | 1.40% | Q2 2016 | Q1 2020 | 16 |
Archon Partners LLC | 16 | 16 | 0.36% | 0.61% | 0.74% | Q2 2016 | Q1 2020 | 16 |
Laird Norton Wetherby Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2023 | 16 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 2 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q2 2023 | 15 |
Plante Moran Financial Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 15 |
Axiom Investment Management LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 15 |
MENLO ADVISORS LLC | 15 | 15 | 0.14% | 0.18% | 0.20% | Q2 2016 | Q4 2019 | 15 |
BROWN ADVISORY INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 15 |
SELZ CAPITAL LLC | 15 | 15 | 0.08% | 0.13% | 0.18% | Q2 2016 | Q4 2019 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
ClearBridge Investments | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
AQR Capital Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 14 |
Lionstone Capital Management LLC | 14 | 14 | 3.63% | 6.81% | 10.36% | Q1 2018 | Q2 2021 | 14 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 9 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 14 |
AdvisorNet Financial, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 14 |
Center for Financial Planning, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Park West Asset Management LLC | 14 | 14 | 0.42% | 2.93% | 4.26% | Q1 2017 | Q2 2020 | 14 |
PARTHENON LLC | 14 | 14 | 0.28% | 0.32% | 0.44% | Q1 2020 | Q2 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
SYNOVUS FINANCIAL CORP | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 14 |
Handelsbanken Fonder AB | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Hawk Ridge Capital Management | 13 | 13 | 2.42% | 3.33% | 5.50% | Q2 2020 | Q2 2023 | 13 |
SIMON QUICK ADVISORS, LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2021 | 13 |
Geneos Wealth Management Inc. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 13 |
BLAIR WILLIAM & CO/IL | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Cutler Group LLC / CA | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 13 |
First Horizon Advisors, Inc. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 13 |
TRUIST FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 13 |
OAKTREE CAPITAL MANAGEMENT LP | 13 | 13 | 0.10% | 0.24% | 0.38% | Q2 2016 | Q2 2019 | 13 |
First Eagle Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 13 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q1 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.05% | 0.15% | Q2 2016 | Q1 2019 | 12 |
HGI Capital Management, LLC | 12 | 12 | 0.14% | 0.80% | 1.51% | Q2 2019 | Q1 2022 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 12 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2021 | 12 |
Southeastern Asset Management | 12 | 12 | 1.34% | 1.76% | 2.68% | Q3 2020 | Q2 2023 | 12 |
SCOPUS ASSET MANAGEMENT, L.P. | 12 | 12 | 0.03% | 0.07% | 0.14% | Q3 2020 | Q2 2023 | 12 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 12 |
Arizona State Retirement System | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
FRANKLIN RESOURCES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Wealthspire Advisors, L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 12 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Horizon Kinetics | 11 | 11 | 0.13% | 0.17% | 0.21% | Q2 2016 | Q4 2018 | 11 |
Archer Investment Corp | 11 | 11 | 0.06% | 0.13% | 0.17% | Q3 2020 | Q1 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 11 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 11 |
Narwhal Capital Management | 11 | 11 | 0.06% | 0.09% | 0.26% | Q3 2020 | Q1 2023 | 11 |
Deep Field Asset Management LLC | 11 | 11 | 0.36% | 1.39% | 2.89% | Q4 2018 | Q2 2021 | 11 |
Elgethun Capital Management | 11 | 11 | 0.87% | 1.18% | 1.54% | Q4 2020 | Q2 2023 | 11 |
Hosking Partners LLP | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2022 | 11 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2022 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2023 | 11 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q2 2022 | 11 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q4 2019 | 11 |
MONTAG A & ASSOCIATES INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
EastBay Asset Management, LLC | 10 | 10 | 2.51% | 4.47% | 6.71% | Q3 2016 | Q4 2018 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
Bartlett & Co. LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 10 |
INTREPID CAPITAL MANAGEMENT INC | 6 | 4 | 0.08% | 0.38% | 0.88% | Q2 2016 | Q4 2020 | 10 |
Burt Wealth Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
State of New Jersey Common Pension Fund D | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Broad Bay Capital Management, LP | 10 | 10 | 4.26% | 7.79% | 9.44% | Q1 2021 | Q2 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
JET CAPITAL INVESTORS L P | 7 | 3 | 0.62% | 2.76% | 6.84% | Q2 2016 | Q2 2023 | 10 |
OAK FAMILY ADVISORS, LLC | 10 | 10 | 0.59% | 0.96% | 1.42% | Q4 2020 | Q1 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q2 2023 | 10 |
Cutter & CO Brokerage, Inc. | 10 | 10 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q2 2023 | 10 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 10 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Chicago Partners Investment Group LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 9 |
Fine Capital Partners, L.P. | 9 | 9 | 0.86% | 3.13% | 4.66% | Q2 2016 | Q2 2018 | 9 |
Private Ocean, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 9 |
NORDEA INVESTMENT MANAGEMENT AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 9 |
Advisory Services Network, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 9 |
Wallace Capital Management Inc. | 9 | 9 | 0.08% | 0.14% | 0.20% | Q2 2016 | Q2 2018 | 9 |
QUADRANT CAPITAL GROUP LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 9 |
ROPES WEALTH ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
TWO SIGMA INVESTMENTS, LP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 9 |
Global Retirement Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Antonetti Capital Management LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q2 2023 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 8 |
JNE Partners LLP | 8 | 8 | 2.67% | 4.92% | 13.92% | Q3 2021 | Q2 2023 | 8 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 8 |
CREDIT AGRICOLE S A | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 8 |
Skye Global Management LP | 4 | 1 | 0.01% | 0.11% | 0.62% | Q4 2017 | Q2 2020 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q4 2022 | 8 |
SCHWARTZ INVESTMENT COUNSEL INC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q4 2019 | 8 |
STRS OHIO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 8 |
Markel Corporation | 8 | 8 | 0.04% | 0.05% | 0.05% | Q2 2016 | Q1 2018 | 8 |
Cable Hill Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 8 |
Poehling Capital Management, INC. | 7 | 1 | 0.60% | 1.08% | 1.73% | Q4 2017 | Q1 2020 | 8 |
ZACKS INVESTMENT MANAGEMENT | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2022 | 8 |
TOWNSQUARE CAPITAL LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 8 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 8 |
Manchester Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 7 |
Covestor Ltd | 4 | 2 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q2 2023 | 7 |
Aperio Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Bleichroeder LP | 6 | 1 | 0.07% | 0.09% | 0.10% | Q4 2019 | Q3 2021 | 7 |
PEAK6 Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
PANAGORA ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2019 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
JANUS HENDERSON GROUP PLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 7 |
VELA Investment Management, LLC | 7 | 7 | 0.65% | 0.82% | 1.17% | Q4 2021 | Q2 2023 | 7 |
Choate Investment Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Sonora Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
HighTower Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
K2 PRINCIPAL FUND, L.P. | 7 | 7 | 0.05% | 0.09% | 0.16% | Q3 2018 | Q1 2020 | 7 |
Mosaic Family Wealth, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 6 |
Western Pacific Wealth Management, LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Balentine LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Alexandria Capital, LLC | 6 | 6 | 0.33% | 0.34% | 0.36% | Q2 2020 | Q3 2021 | 6 |
PointState Capital LP | 6 | 6 | 0.05% | 0.09% | 0.21% | Q3 2017 | Q4 2018 | 6 |
GUYASUTA INVESTMENT ADVISORS INC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 6 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 6 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 6 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 6 |
MARK ASSET MANAGEMENT LP | 4 | 2 | 0.10% | 0.16% | 0.18% | Q4 2021 | Q2 2023 | 6 |
OneDigital Investment Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
EATON VANCE MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2017 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 6 |
ASSETMARK, INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
AMALGAMATED BANK | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Creative Planning | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 6 |
CSS LLC/IL | 5 | 5 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q2 2017 | 5 |
THOMPSON DAVIS & CO., INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
WFG Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.64% | 0.83% | 1.00% | Q1 2017 | Q1 2018 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Empyrean Capital Partners, LP | 5 | 5 | 0.06% | 0.13% | 0.18% | Q2 2016 | Q2 2017 | 5 |
Dougherty Wealth Advisers LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
River Road Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
PRIVATE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
FEDERATED HERMES, INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 5 |
ADDISON CLARK MANAGEMENT, L.L.C. | 5 | 5 | 3.66% | 6.06% | 8.30% | Q2 2016 | Q2 2017 | 5 |
ThornTree Capital Partners LP | 5 | 5 | 1.36% | 2.17% | 3.21% | Q1 2020 | Q1 2021 | 5 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 5 |
Steel Canyon Capital, LLC | 5 | 5 | 3.61% | 7.40% | 9.31% | Q2 2022 | Q2 2023 | 5 |
Baupost Group | 5 | 5 | 0.36% | 0.61% | 0.80% | Q2 2016 | Q2 2017 | 5 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Allianz Asset Management GmbH | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2020 | 5 |
JFS WEALTH ADVISORS, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
FIFTH THIRD BANCORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2020 | 4 |
LBA Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
ProShare Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
Southpoint Capital Advisors LP | 2 | 2 | 0.10% | 0.52% | 1.02% | Q2 2016 | Q3 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
CT Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
JT Stratford LLC | 4 | 4 | 0.28% | 0.39% | 0.69% | Q4 2016 | Q3 2017 | 4 |
Marshall Wace North America L.P. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2020 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.11% | 0.16% | 0.23% | Q3 2019 | Q2 2020 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.07% | 0.11% | 0.19% | Q2 2016 | Q4 2018 | 4 |
Bayberry Capital Partners LP | 4 | 4 | 4.29% | 6.15% | 7.46% | Q3 2022 | Q2 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Pinnacle Holdings, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Athanor Capital, LP | 3 | 1 | 0.02% | 0.34% | 0.59% | Q4 2018 | Q4 2019 | 4 |
Capital Analysts, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 4 |
Clayton Partners LLC | 4 | 4 | 1.86% | 1.96% | 2.03% | Q1 2021 | Q4 2021 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Balter Liquid Alternatives, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Allworth Financial LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.01% | 0.14% | 0.29% | Q2 2016 | Q2 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Maven Securities LTD | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q2 2022 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
GUARDIAN POINT CAPITAL, LP | 3 | 3 | 1.79% | 1.91% | 2.15% | Q2 2016 | Q4 2016 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Corbenic Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
State of Wyoming | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
QS Investors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 3 |
Walleye Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Leucadia National | 3 | 3 | 0.03% | 0.15% | 0.24% | Q4 2022 | Q2 2023 | 3 |
SEIZERT CAPITAL PARTNERS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 3 |
Cercano Management LLC | 3 | 3 | 0.52% | 0.53% | 0.54% | Q4 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2018 | 3 |
Bell Investment Advisors, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Berman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Alpine Global Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
FIL Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
DELPHI MANAGEMENT INC /MA/ | 1 | 1 | 0.20% | 0.67% | 1.14% | Q4 2021 | Q2 2023 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.17% | 0.63% | 1.45% | Q4 2022 | Q2 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 3 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q1 2018 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Marlowe Partners LP | 2 | 2 | 2.52% | 2.71% | 2.90% | Q3 2020 | Q4 2020 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Raffles Associates | 2 | 2 | 0.57% | 0.58% | 0.60% | Q4 2022 | Q1 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Ergoteles LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.28% | 0.52% | 0.75% | Q1 2022 | Q2 2022 | 2 |
SouthState Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ashe Capital Management, LP | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2016 | Q3 2016 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CQS Cayman LP | 2 | 2 | 0.09% | 0.14% | 0.18% | Q2 2016 | Q3 2016 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
AVIVA PLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2016 | Q3 2022 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2017 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Livforsakringsbolaget Skandia, Omsesidigt | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q4 2021 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2016 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
OPPENHEIMER & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Bray Capital Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AMERIPRISE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2016 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2023 | Q2 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Zullo Investment Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Tiger Legatus Capital Management, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2017 | Q3 2017 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Schubert & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Northwest Capital Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HighTower Trust Company, N.A. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Stonehage Fleming Financial Services Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS 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 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Americana Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Numina Capital Management, LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q2 2016 | Q2 2016 | 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% | Q4 2018 | Q4 2018 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2023 | Q2 2023 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2016 | Q2 2016 | 1 |
Moab Capital Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Passport Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own LIBERTY MEDIA CORP DELAWARE or have owned LIBERTY MEDIA CORP DELAWARE in the past.