Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 116 |
Citadel Advisors | 30 | 11 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 98 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 85 |
WOLVERINE TRADING, LLC | 14 | 3 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 63 |
JANE STREET GROUP, LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 53 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 52 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 52 |
PEAK6 Investments LLC | 19 | 19 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2023 | 50 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 44 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.08% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 43 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.06% | Q2 2012 | Q4 2022 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Burgundy Asset Management Ltd. | 42 | 42 | 0.19% | 0.72% | 2.10% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 0.00% | 0.53% | 1.49% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.34% | 1.13% | 1.63% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BAHL & GAYNOR INC | 42 | 42 | 0.02% | 0.31% | 0.57% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PRIMECAP MANAGEMENT CO/CA/ | 42 | 42 | 0.04% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Ranger Investment Management | 42 | 42 | 0.00% | 0.68% | 3.66% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.01% | 1.01% | 2.17% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.06% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ASHFORD CAPITAL MANAGEMENT INC | 42 | 42 | 1.04% | 2.57% | 5.18% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Van Berkom & Associates Inc. | 42 | 42 | 1.16% | 2.88% | 4.16% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.03% | 0.47% | 1.60% | Q2 2013 | Q3 2023 | 42 |
COMERICA BANK | 39 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Renaissance Technologies | 28 | 13 | 0.00% | 0.11% | 0.46% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
JPMORGAN CHASE & CO | 35 | 5 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.01% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 31 | 8 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 39 |
GUGGENHEIM CAPITAL LLC | 19 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 17 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q3 2023 | 39 |
SG Americas Securities, LLC | 36 | 3 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 39 |
AMALGAMATED BANK | 37 | 2 | 0.02% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 39 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 39 |
COMMERCE BANK | 21 | 18 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 39 |
REGIONS FINANCIAL CORP | 35 | 4 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 39 |
ROYCE & ASSOCIATES LP | 39 | 39 | 0.00% | 0.06% | 0.19% | Q1 2014 | Q3 2023 | 39 |
FIFTH THIRD BANCORP | 39 | 39 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 20 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.42% | 1.66% | 3.05% | Q2 2014 | Q3 2023 | 38 |
Neuberger Berman Group LLC | 38 | 38 | 0.02% | 0.20% | 0.46% | Q2 2014 | Q3 2023 | 38 |
Ameritas Investment Partners, Inc. | 37 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q3 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 23 | 14 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 37 |
NORDEA INVESTMENT MANAGEMENT AB | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 37 |
Johnson Financial Group, Inc. | 37 | 37 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2022 | 37 |
Mitsubishi UFJ Trust & Banking Corp | 37 | 37 | 0.04% | 0.11% | 0.33% | Q3 2014 | Q3 2023 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 36 | 36 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q1 2022 | 36 |
LOOMIS SAYLES & CO L P | 32 | 1 | 0.00% | 0.07% | 0.17% | Q2 2013 | Q2 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 36 |
C M BIDWELL & ASSOCIATES LTD | 36 | 36 | 0.00% | 0.10% | 1.03% | Q4 2014 | Q3 2023 | 36 |
FORTE CAPITAL LLC /ADV | 36 | 36 | 0.30% | 2.48% | 4.74% | Q4 2014 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 36 | 36 | 0.00% | 0.11% | 0.46% | Q4 2014 | Q3 2023 | 36 |
PROFUND ADVISORS LLC | 35 | 35 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2021 | 35 |
FIRST TRUST ADVISORS LP | 15 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 35 |
Mitsubishi UFJ Asset Management Co., Ltd. | 18 | 17 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Cubist Systematic Strategies, LLC | 18 | 1 | 0.00% | 0.06% | 0.19% | Q2 2014 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
FMR LLC | 31 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 34 |
Retirement Systems of Alabama | 32 | 2 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
LORD, ABBETT & CO. LLC | 29 | 1 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q2 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
BAMCO INC /NY/ | 33 | 33 | 0.02% | 0.27% | 0.56% | Q3 2015 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
FEDERATED HERMES, INC. | 25 | 7 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 32 |
STEPHENS INC /AR/ | 32 | 32 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.05% | 0.37% | Q4 2015 | Q3 2023 | 32 |
SECURIAN ASSET MANAGEMENT, INC | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 32 |
Squarepoint Ops LLC | 17 | 2 | 0.00% | 0.04% | 0.25% | Q1 2016 | Q3 2023 | 32 |
Stephens Investment Management Group LLC | 32 | 32 | 0.70% | 1.26% | 1.77% | Q4 2015 | Q3 2023 | 32 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 32 | 32 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 32 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 32 | 32 | 0.02% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 32 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 32 | 32 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 1 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 32 |
Grandeur Peak Global Advisors, LLC | 24 | 8 | 0.00% | 1.26% | 2.14% | Q2 2013 | Q3 2023 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q4 2020 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.00% | 0.08% | 0.21% | Q1 2016 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
BLAIR WILLIAM & CO/IL | 29 | 1 | 0.00% | 0.04% | 0.13% | Q2 2015 | Q2 2023 | 30 |
FRED ALGER MANAGEMENT, LLC | 30 | 30 | 0.00% | 0.05% | 0.18% | Q2 2016 | Q3 2023 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.00% | 0.14% | 0.39% | Q2 2016 | Q3 2023 | 30 |
STATE OF WISCONSIN INVESTMENT BOARD | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
FRANKLIN RESOURCES INC | 30 | 30 | 0.00% | 0.06% | 0.12% | Q2 2016 | Q3 2023 | 30 |
Rafferty Asset Management, LLC | 30 | 30 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 30 |
Utah Retirement Systems | 30 | 30 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q3 2023 | 30 |
Tortoise Investment Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
AEGON ASSET MANAGEMENT UK PLC | 30 | 30 | 0.02% | 1.39% | 3.34% | Q1 2016 | Q2 2023 | 30 |
Asset Management One Co., Ltd. | 21 | 9 | 0.00% | 0.04% | 0.08% | Q3 2014 | Q3 2023 | 30 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 29 |
Aperio Group, LLC | 29 | 29 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2020 | 29 |
COLDSTREAM CAPITAL MANAGEMENT INC | 16 | 1 | 0.01% | 0.05% | 0.16% | Q3 2013 | Q2 2023 | 29 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 29 | 29 | 0.05% | 0.10% | 0.16% | Q3 2016 | Q3 2023 | 29 |
CIBC Asset Management Inc | 27 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 29 |
EAGLE ASSET MANAGEMENT INC | 26 | 3 | 0.01% | 0.48% | 1.28% | Q2 2013 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 29 | 29 | 0.00% | 0.06% | 0.21% | Q3 2016 | Q3 2023 | 29 |
PARADIGM ASSET MANAGEMENT CO LLC | 24 | 2 | 0.02% | 0.10% | 0.43% | Q2 2013 | Q1 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Pacer Advisors, Inc. | 14 | 3 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
EATON VANCE MANAGEMENT | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 28 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 28 |
Smithfield Trust Co | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 18 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.01% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 23 | 4 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 27 |
Ownership Capital B.V. | 27 | 27 | 1.50% | 5.85% | 9.65% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Robeco Institutional Asset Management B.V. | 9 | 2 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 14 | 3 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 27 |
WMS Partners, LLC | 27 | 27 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 24 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
AMP Capital Investors Ltd | 26 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2021 | 27 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.05% | 0.30% | Q4 2013 | Q2 2022 | 27 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 3 | 0.02% | 0.11% | 0.17% | Q4 2016 | Q2 2023 | 26 |
ROOSEVELT INVESTMENT GROUP LLC | 26 | 26 | 0.01% | 1.15% | 2.06% | Q3 2015 | Q4 2021 | 26 |
STRS OHIO | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 26 |
NATIXIS | 24 | 2 | 0.00% | 0.08% | 0.75% | Q4 2016 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.05% | 0.87% | 1.54% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
KBC Group NV | 18 | 4 | 0.00% | 0.03% | 0.20% | Q3 2013 | Q3 2023 | 26 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 26 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 11 | 2 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q3 2023 | 26 |
Advisors Asset Management, Inc. | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
World Asset Management Inc | 23 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 26 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 22 | 4 | 0.06% | 0.09% | 0.13% | Q4 2014 | Q4 2023 | 26 |
abrdn plc | 25 | 25 | 0.01% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 25 |
TD ASSET MANAGEMENT INC | 24 | 1 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 12 | 3 | 0.00% | 0.02% | 0.11% | Q3 2015 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 25 |
MACQUARIE GROUP LTD | 19 | 2 | 0.00% | 0.11% | 0.45% | Q2 2015 | Q3 2023 | 25 |
LPL Financial LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
HMS Capital Management, LLC | 17 | 17 | 0.02% | 0.21% | 0.42% | Q1 2017 | Q1 2021 | 25 |
SUNTRUST BANKS INC | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2019 | 25 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 25 |
BESSEMER GROUP INC | 19 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
Penserra Capital Management LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 25 |
PineBridge Investments, L.P. | 10 | 2 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.09% | 0.16% | Q1 2014 | Q1 2020 | 24 |
Walleye Trading LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 24 | 24 | 0.13% | 0.26% | 0.41% | Q2 2013 | Q1 2019 | 24 |
SEGALL BRYANT & HAMILL, LLC | 24 | 24 | 0.02% | 0.17% | 0.31% | Q1 2013 | Q4 2018 | 24 |
Bridgecreek Investment Management, LLC | 24 | 24 | 0.69% | 1.53% | 2.56% | Q4 2017 | Q3 2023 | 24 |
TWO SIGMA ADVISERS, LP | 7 | 2 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 24 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.01% | 0.07% | 0.28% | Q1 2015 | Q1 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 8 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q3 2023 | 24 |
WESBANCO BANK INC | 24 | 24 | 0.02% | 0.02% | 0.04% | Q3 2014 | Q2 2020 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 24 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 15 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.10% | 0.74% | Q4 2017 | Q3 2023 | 24 |
ALPS ADVISORS INC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q1 2021 | 24 |
Swiss National Bank | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
WESTPAC BANKING CORP | 17 | 3 | 0.01% | 0.09% | 0.24% | Q3 2013 | Q1 2023 | 24 |
PEAK6 Group LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2018 | 24 |
CIBC Private Wealth Group, LLC | 11 | 3 | 0.00% | 0.09% | 0.34% | Q3 2017 | Q3 2023 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q4 2023 | 23 |
WASATCH ADVISORS LP | 15 | 8 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q3 2023 | 23 |
Horizon Kinetics | 23 | 23 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
PEREGRINE CAPITAL MANAGEMENT LLC | 23 | 23 | 0.27% | 0.59% | 0.90% | Q4 2017 | Q2 2023 | 23 |
Capital World Investors | 22 | 22 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q1 2021 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 8 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2022 | 22 |
Quantbot Technologies LP | 14 | 1 | 0.01% | 0.14% | 0.80% | Q2 2016 | Q3 2023 | 22 |
AXA S.A. | 17 | 1 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 22 |
Lee Financial Co | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
Creative Planning | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
Man Group plc | 20 | 2 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2023 | 22 |
MONROE BANK & TRUST/MI | 22 | 22 | 0.16% | 0.40% | 0.59% | Q1 2014 | Q2 2019 | 22 |
COLONY GROUP LLC | 13 | 2 | 0.00% | 0.04% | 0.11% | Q2 2017 | Q1 2023 | 22 |
HUNTINGTON NATIONAL BANK | 18 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
CONGRESS ASSET MANAGEMENT CO /MA | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Employees Retirement System of Texas | 22 | 22 | 0.02% | 0.05% | 0.18% | Q4 2015 | Q1 2021 | 22 |
AlphaMark Advisors, LLC | 22 | 22 | 0.32% | 0.47% | 0.71% | Q2 2013 | Q3 2018 | 22 |
QS Investors, LLC | 14 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 22 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.01% | 0.11% | 0.21% | Q3 2013 | Q2 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2022 | 22 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 21 | 21 | 0.43% | 0.75% | 1.03% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 19 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 15 | 6 | 0.00% | 0.04% | 0.28% | Q1 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 19 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Atria Investments, Inc | 17 | 4 | 0.01% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 21 |
HARTFORD INVESTMENT MANAGEMENT CO | 18 | 3 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 21 |
BNP Paribas Asset Management Holding S.A. | 11 | 3 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 21 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 14 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 21 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q4 2019 | 21 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 20 | 20 | 0.30% | 0.65% | 0.91% | Q2 2013 | Q1 2018 | 20 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 20 |
NEXT CENTURY GROWTH INVESTORS LLC | 20 | 20 | 0.24% | 1.68% | 3.02% | Q3 2013 | Q2 2018 | 20 |
MUFG Americas Holdings Corp | 8 | 1 | 0.00% | 0.02% | 0.05% | Q3 2011 | Q3 2019 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.03% | 0.10% | 0.23% | Q4 2018 | Q3 2023 | 20 |
CHARTWELL INVESTMENT PARTNERS, LLC | 16 | 2 | 0.01% | 0.06% | 0.35% | Q3 2014 | Q1 2021 | 20 |
Migdal Insurance & Financial Holdings Ltd. | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 20 |
TRUIST FINANCIAL CORP | 16 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 20 |
GUARDCAP ASSET MANAGEMENT Ltd | 20 | 20 | 3.46% | 5.73% | 10.39% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
GENEVA CAPITAL MANAGEMENT LLC | 14 | 6 | 0.01% | 0.16% | 0.64% | Q2 2013 | Q3 2023 | 20 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.05% | Q4 2016 | Q3 2023 | 20 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2022 | 20 |
CENTRAL TRUST Co | 19 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 2 | 0.02% | 0.05% | 0.11% | Q1 2016 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2023 | 20 |
TORONTO DOMINION BANK | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Engineers Gate Manager LP | 10 | 1 | 0.01% | 0.12% | 0.31% | Q1 2015 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 15 | 1 | 0.00% | 0.08% | 0.20% | Q3 2013 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 18 | 1 | 0.00% | 0.13% | 0.26% | Q1 2017 | Q2 2022 | 19 |
Financial Architects, Inc | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2020 | 19 |
Manchester Capital Management LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 19 |
DekaBank Deutsche Girozentrale | 18 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 2 | 0.01% | 0.19% | 0.62% | Q2 2016 | Q4 2021 | 19 |
TOBAM | 13 | 6 | 0.00% | 0.70% | 2.72% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
FCF Advisors LLC | 17 | 2 | 0.17% | 0.72% | 1.40% | Q2 2017 | Q4 2022 | 19 |
BENEDICT FINANCIAL ADVISORS INC | 19 | 19 | 0.07% | 0.13% | 0.23% | Q4 2018 | Q2 2023 | 19 |
OppenheimerFunds, Inc. | 14 | 2 | 0.00% | 0.05% | 0.10% | Q3 2013 | Q1 2019 | 19 |
Daiwa Securities Group Inc. | 18 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.17% | Q2 2016 | Q3 2023 | 19 |
SCOUT INVESTMENTS, INC. | 9 | 1 | 0.09% | 0.31% | 0.54% | Q2 2016 | Q4 2021 | 19 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.08% | 0.33% | Q2 2016 | Q3 2022 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.05% | 0.13% | 0.20% | Q2 2013 | Q4 2017 | 19 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BANK OF NOVA SCOTIA | 18 | 18 | 0.00% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Hillsdale Investment Management Inc. | 11 | 3 | 0.00% | 0.12% | 0.24% | Q2 2013 | Q4 2020 | 18 |
APG Asset Management N.V. | 18 | 18 | 0.00% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 18 |
Parkside Financial Bank & Trust | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
IFM Investors Pty Ltd | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Livforsakringsbolaget Skandia, Omsesidigt | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Chevy Chase Trust Holdings, LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
SENTRY INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.02% | 0.05% | 0.27% | Q2 2019 | Q3 2023 | 18 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Korea Investment CORP | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Gulf International Bank (UK) Ltd | 18 | 18 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 18 |
CIBC WORLD MARKETS CORP | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 18 | 18 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 18 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 18 | 18 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 15 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.06% | 0.32% | 0.58% | Q4 2016 | Q1 2021 | 18 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q2 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q3 2023 | 17 |
MML INVESTORS SERVICES, LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q2 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 17 |
AGF INVESTMENTS INC. | 12 | 5 | 0.00% | 0.21% | 0.78% | Q3 2016 | Q4 2021 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.04% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
HM PAYSON & CO | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
CIM INVESTMENT MANAGEMENT INC | 15 | 2 | 0.12% | 0.25% | 0.49% | Q3 2014 | Q3 2023 | 17 |
AGF Investments LLC | 14 | 3 | 0.00% | 0.14% | 0.50% | Q4 2016 | Q1 2022 | 17 |
Wealthfront Advisers LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Norinchukin Bank, The | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Brown Capital Management | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Kentucky Retirement Systems | 17 | 17 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
State of New Jersey Common Pension Fund D | 17 | 17 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
SHELTON CAPITAL MANAGEMENT | 12 | 5 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2019 | 17 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 17 |
GUARDIAN CAPITAL LP | 8 | 3 | 0.00% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 17 |
AVIVA PLC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Andra AP-fonden | 11 | 6 | 0.10% | 0.18% | 0.25% | Q2 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.70% | 1.47% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 17 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Vident Investment Advisory, LLC | 16 | 1 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q1 2023 | 17 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 16 |
Achmea Investment Management B.V. | 7 | 3 | 0.00% | 0.07% | 0.28% | Q2 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q2 2022 | 16 |
Hixon Zuercher, LLC | 16 | 16 | 0.68% | 2.11% | 5.51% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2022 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2019 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.09% | 0.59% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q1 2017 | 16 |
BREWIN DOLPHIN LTD | 12 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 16 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 16 |
Candriam S.C.A. | 10 | 5 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
CNB Bank | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Front Row Advisors LLC | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 16 |
Illinois Municipal Retirement Fund | 16 | 16 | 0.02% | 0.14% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Meiji Yasuda Asset Management Co Ltd. | 12 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 16 |
Fiera Capital Corp | 11 | 2 | 0.00% | 0.09% | 0.26% | Q2 2016 | Q3 2023 | 16 |
ING GROEP NV | 5 | 1 | 0.00% | 0.02% | 0.08% | Q1 2013 | Q3 2023 | 16 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Timber Creek Capital Management LLC | 15 | 15 | 0.35% | 0.99% | 1.86% | Q1 2020 | Q3 2023 | 15 |
EMERALD ADVISERS, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Glassman Wealth Services | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
Rockefeller Capital Management L.P. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 15 |
SEEYOND | 15 | 15 | 0.06% | 0.23% | 0.37% | Q2 2019 | Q4 2022 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11 | 4 | 0.00% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
TRUST CO OF VERMONT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
Zions Bancorporation, N.A. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.12% | 0.29% | Q3 2016 | Q2 2023 | 15 |
Cresset Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 15 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 15 |
Bellevue Group AG | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 15 |
DENVER INVESTMENT ADVISORS LLC | 8 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2018 | 15 |
PITTENGER & ANDERSON INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
ADVISOR PARTNERS LLC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Mirae Asset Global Investments Co., Ltd. | 11 | 4 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.26% | 0.82% | Q1 2020 | Q3 2023 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
GUARDIAN CAPITAL ADVISORS LP | 13 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 8 | 2 | 0.04% | 0.08% | 0.19% | Q1 2017 | Q2 2023 | 14 |
HANCOCK WHITNEY CORP | 14 | 14 | 0.01% | 0.31% | 0.69% | Q4 2018 | Q1 2022 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 14 |
Archford Capital Strategies, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 14 |
AE Wealth Management LLC | 8 | 6 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 14 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 2 | 0.00% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2022 | 14 |
Redpoint Investment Management Pty Ltd | 14 | 14 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 14 |
TCW GROUP INC | 14 | 14 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2016 | 14 |
Quantitative Investment Management, LLC | 6 | 1 | 0.02% | 0.10% | 0.20% | Q1 2015 | Q2 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 4 | 0.00% | 0.05% | 0.13% | Q1 2020 | Q3 2023 | 14 |
Assenagon Asset Management S.A. | 8 | 6 | 0.00% | 0.03% | 0.26% | Q2 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
Aristotle Capital Boston, LLC | 14 | 14 | 0.31% | 0.63% | 0.86% | Q4 2014 | Q1 2018 | 14 |
Twin Tree Management, LP | 4 | 2 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q2 2023 | 14 |
Hyperion Asset Management Ltd | 14 | 14 | 0.42% | 0.93% | 1.70% | Q3 2018 | Q4 2021 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q2 2020 | 14 |
GLENMEDE TRUST CO NA | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2010 | Q2 2023 | 14 |
Mn Services Vermogensbeheer B.V. | 10 | 1 | 0.02% | 0.07% | 0.14% | Q2 2019 | Q3 2023 | 14 |
First Washington CORP | 14 | 14 | 0.43% | 0.72% | 1.11% | Q3 2019 | Q4 2022 | 14 |
FineMark National Bank & Trust | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 14 |
RMR Wealth Builders | 7 | 1 | 0.05% | 0.14% | 0.36% | Q4 2019 | Q3 2023 | 14 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q2 2022 | 14 |
Argent Trust Co | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2021 | 13 |
FIL Ltd | 7 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Balentine LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 13 |
PDT Partners, LLC | 6 | 2 | 0.01% | 0.17% | 0.58% | Q2 2013 | Q3 2022 | 13 |
1st Global Advisors, Inc. | 12 | 1 | 0.04% | 0.08% | 0.14% | Q4 2013 | Q2 2017 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
American Portfolios Advisors | 10 | 3 | 0.00% | 0.00% | 0.03% | Q1 2019 | Q3 2022 | 13 |
RS INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.17% | 0.30% | 0.52% | Q2 2013 | Q2 2016 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 6 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q1 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 13 |
Bridgewater Associates | 12 | 1 | 0.02% | 0.16% | 0.40% | Q4 2019 | Q3 2023 | 13 |
X-Square Capital, LLC | 13 | 13 | 0.28% | 0.40% | 0.56% | Q3 2020 | Q3 2023 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
IBM Retirement Fund | 10 | 3 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q1 2022 | 13 |
Dai-ichi Life Insurance Company, Ltd | 13 | 13 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q2 2022 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2019 | 13 |
AlphaCrest Capital Management LLC | 13 | 13 | 0.03% | 0.09% | 0.20% | Q3 2019 | Q3 2022 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 8 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.13% | 0.27% | Q4 2016 | Q2 2023 | 13 |
ARBOR CAPITAL MANAGEMENT LLC | 13 | 13 | 0.95% | 1.38% | 2.74% | Q2 2013 | Q2 2016 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.10% | 0.52% | 0.91% | Q4 2017 | Q4 2020 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HANSEATIC MANAGEMENT SERVICES INC | 9 | 1 | 0.16% | 0.64% | 1.11% | Q4 2014 | Q2 2020 | 13 |
PARK AVENUE SECURITIES LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 13 |
Boston Trust Walden Corp | 13 | 13 | 0.31% | 0.73% | 1.10% | Q2 2013 | Q2 2016 | 13 |
National Pension Service | 13 | 13 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q4 2022 | 13 |
Source Financial Advisors LLC | 12 | 12 | 8.29% | 13.64% | 20.07% | Q4 2020 | Q3 2023 | 12 |
Parametrica Management Ltd | 5 | 1 | 0.12% | 0.41% | 1.04% | Q2 2016 | Q2 2022 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Capital International Investors | 12 | 12 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2021 | 12 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2018 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.12% | 0.27% | Q4 2016 | Q3 2019 | 12 |
DAVENPORT & Co LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.08% | 0.17% | Q4 2016 | Q3 2019 | 12 |
2Xideas AG | 12 | 12 | 0.75% | 0.95% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Ethic Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Liberty Mutual Group Asset Management Inc. | 12 | 12 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q3 2018 | 12 |
Apex Capital Management | 12 | 12 | 0.05% | 0.47% | 0.92% | Q2 2013 | Q1 2016 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.03% | 0.17% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Horizon Investments, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 12 |
ALGERT GLOBAL LLC | 7 | 1 | 0.04% | 0.15% | 0.32% | Q2 2017 | Q3 2023 | 12 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 12 | 12 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Harvest Fund Management Co., Ltd | 9 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
Sciencast Management LP | 4 | 1 | 0.08% | 0.19% | 0.52% | Q2 2016 | Q1 2022 | 12 |
FORSTA AP-FONDEN | 7 | 5 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q2 2023 | 12 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.07% | 0.43% | Q1 2017 | Q1 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.10% | 0.41% | 1.30% | Q4 2020 | Q3 2023 | 12 |
ETF MANAGERS GROUP, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2023 | 12 |
Precision Wealth Strategies, LLC | 12 | 12 | 0.19% | 0.32% | 0.70% | Q4 2020 | Q3 2023 | 12 |
BOKF, NA | 5 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.09% | 0.20% | Q4 2016 | Q3 2019 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 3 | 1 | 0.03% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 12 |
ZACKS INVESTMENT MANAGEMENT | 4 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q2 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.69% | 1.08% | 1.86% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.02% | 0.14% | Q4 2019 | Q1 2023 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.07% | 0.13% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.12% | 0.26% | Q4 2016 | Q3 2019 | 12 |
MARATHON ASSET MANAGEMENT LLP | 12 | 12 | 0.28% | 0.52% | 0.83% | Q3 2018 | Q2 2021 | 12 |
MACKAY SHIELDS LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
MCF Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q3 2023 | 12 |
Lakehouse Capital Pty Ltd | 9 | 1 | 3.61% | 6.29% | 8.16% | Q1 2020 | Q2 2023 | 11 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.12% | 0.35% | Q3 2015 | Q2 2020 | 11 |
ATLAS CAPITAL ADVISORS LLC | 10 | 1 | 0.00% | 0.06% | 0.09% | Q3 2019 | Q1 2023 | 11 |
Interval Partners, LP | 4 | 1 | 0.04% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 11 |
Holocene Advisors, LP | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 11 |
CLIFTON PARK CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.28% | 2.13% | 3.33% | Q2 2013 | Q4 2015 | 11 |
EULAV Asset Management | 11 | 11 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
DUALITY ADVISERS, LP | 5 | 3 | 0.02% | 0.14% | 0.45% | Q3 2020 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 11 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2022 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
U S GLOBAL INVESTORS INC | 7 | 4 | 0.00% | 0.26% | 0.87% | Q4 2015 | Q4 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 11 |
SYNOVUS FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 7 | 4 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.08% | 0.13% | 0.19% | Q2 2020 | Q4 2022 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.07% | 0.18% | Q3 2017 | Q2 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Taikang Asset Management (Hong Kong) Co Ltd | 11 | 11 | 0.09% | 0.40% | 0.72% | Q3 2019 | Q1 2022 | 11 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.05% | 0.18% | Q2 2017 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Unigestion Holding SA | 10 | 10 | 0.06% | 0.56% | 1.05% | Q1 2020 | Q2 2022 | 10 |
WealthTrust-Arizona, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2017 | 10 |
PUZO MICHAEL J | 9 | 1 | 0.08% | 0.11% | 0.14% | Q1 2017 | Q2 2020 | 10 |
MV CAPITAL MANAGEMENT, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Tidal Investments LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.02% | 0.04% | 0.12% | Q4 2017 | Q1 2020 | 10 |
State of Wyoming | 10 | 10 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.03% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Artisan Partners Limited Partnership | 4 | 2 | 0.01% | 0.11% | 0.26% | Q4 2013 | Q3 2023 | 10 |
Pearl River Capital, LLC | 7 | 1 | 0.07% | 0.19% | 0.36% | Q4 2018 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 5 | 2 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 10 |
Allworth Financial LP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Jupiter Investment Management Ltd | 3 | 1 | 0.00% | 0.09% | 0.31% | Q4 2013 | Q2 2020 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.06% | 0.13% | Q2 2021 | Q3 2023 | 10 |
GREENLEAF TRUST | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 10 |
Cornerstone Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2019 | 10 |
PARNASSUS INVESTMENTS, LLC | 10 | 10 | 0.04% | 0.06% | 0.06% | Q2 2020 | Q3 2022 | 10 |
Amundi | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Granahan Investment Management | 10 | 10 | 0.24% | 0.74% | 1.06% | Q3 2015 | Q4 2017 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
PRUDENTIAL PLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 10 |
Bradley Mark J. | 10 | 10 | 0.20% | 0.71% | 1.60% | Q4 2020 | Q1 2023 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.06% | 0.21% | Q2 2017 | Q2 2021 | 10 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.08% | Q4 2014 | Q1 2021 | 10 |
WOLFF WIESE MAGANA LLC | 8 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 7 | 2 | 0.00% | 0.02% | 0.15% | Q1 2017 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
ALLSTATE CORP | 7 | 3 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2022 | 10 |
Chesapeake Wealth Management | 10 | 10 | 0.07% | 0.21% | 0.47% | Q1 2019 | Q2 2021 | 10 |
CASTLEARK MANAGEMENT LLC | 5 | 2 | 0.01% | 0.07% | 0.20% | Q2 2017 | Q2 2021 | 10 |
Ardevora Asset Management LLP | 5 | 5 | 0.00% | 0.63% | 1.06% | Q1 2019 | Q4 2021 | 10 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
STANSBERRY ASSET MANAGEMENT, LLC | 9 | 9 | 0.57% | 0.91% | 1.41% | Q4 2017 | Q4 2019 | 9 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 1 | 0.33% | 0.91% | 2.00% | Q4 2014 | Q4 2018 | 9 |
OSSIAM | 7 | 2 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
PICTET ASSET MANAGEMENT LTD | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
WHITTIER TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q2 2023 | 9 |
Catalyst Capital Advisors LLC | 4 | 2 | 0.00% | 0.26% | 0.56% | Q4 2016 | Q2 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.00% | 0.06% | 0.17% | Q2 2018 | Q2 2020 | 9 |
KEELEY ASSET MANAGEMENT CORP | 9 | 9 | 0.01% | 0.28% | 0.57% | Q2 2013 | Q2 2015 | 9 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 5 | 4 | 0.06% | 0.47% | 1.35% | Q1 2015 | Q2 2017 | 9 |
Peloton Wealth Strategists | 9 | 9 | 0.18% | 0.39% | 0.64% | Q3 2021 | Q3 2023 | 9 |
OPSEU Pension Plan Trust Fund | 9 | 9 | 0.09% | 0.34% | 0.64% | Q1 2020 | Q1 2022 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.04% | 0.07% | 0.15% | Q2 2020 | Q3 2023 | 9 |
HBK Sorce Advisory LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 9 |
Fortis Capital Management LLC | 8 | 1 | 0.19% | 0.94% | 4.46% | Q1 2020 | Q2 2022 | 9 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 3 | 0.10% | 0.20% | 0.39% | Q1 2016 | Q2 2023 | 9 |
Taylor Hoffman Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Alberta Investment Management Corp | 9 | 9 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q2 2023 | 9 |
GLOBEFLEX CAPITAL L P | 5 | 2 | 0.04% | 0.14% | 0.27% | Q3 2013 | Q3 2020 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.01% | 0.10% | 0.30% | Q4 2014 | Q3 2019 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 9 |
Decatur Capital Management, Inc. | 8 | 1 | 0.06% | 1.04% | 1.46% | Q4 2016 | Q1 2021 | 9 |
Stone Ridge Asset Management LLC | 5 | 4 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q2 2020 | 9 |
GREAT LAKES ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2023 | 9 |
Covea Finance | 9 | 9 | 0.06% | 0.12% | 0.18% | Q4 2021 | Q4 2023 | 9 |
Proficio Capital Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 4 | 0.01% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 9 |
Symmetry Partners, LLC | 9 | 9 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2021 | 9 |
Weaver C. Barksdale & Associates, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
CLEARBRIDGE, LLC | 9 | 9 | 0.15% | 0.20% | 0.25% | Q2 2014 | Q2 2016 | 9 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2018 | 9 |
Formidable Asset Management, LLC | 9 | 9 | 0.06% | 0.11% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Versor Investments LP | 5 | 1 | 0.02% | 0.08% | 0.17% | Q3 2019 | Q2 2023 | 9 |
USS Investment Management Ltd | 9 | 9 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Capital Impact Advisors, LLC | 8 | 8 | 0.44% | 0.52% | 0.61% | Q1 2016 | Q4 2017 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.36% | 0.67% | Q2 2020 | Q3 2023 | 8 |
GAM Holding AG | 6 | 2 | 0.03% | 0.10% | 0.23% | Q1 2019 | Q1 2022 | 8 |
RATIONAL ADVISORS LLC | 6 | 2 | 0.00% | 0.15% | 0.40% | Q2 2015 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q4 2019 | 8 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.03% | 0.78% | 1.78% | Q4 2016 | Q4 2019 | 8 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2020 | 8 |
NFJ INVESTMENT GROUP, LLC | 5 | 3 | 0.28% | 0.71% | 1.06% | Q1 2021 | Q3 2023 | 8 |
Stanley-Laman Group, Ltd. | 6 | 1 | 0.04% | 0.90% | 1.36% | Q1 2020 | Q4 2022 | 8 |
Evolution Wealth Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2021 | 8 |
Norway Savings Bank | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2022 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6 | 2 | 0.02% | 0.07% | 0.14% | Q3 2019 | Q3 2021 | 8 |
Sargent Bickham Lagudis LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
Gradient Investments LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q1 2018 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.07% | 0.16% | 0.22% | Q4 2019 | Q3 2021 | 8 |
Cypress Wealth Advisors LLC | 8 | 8 | 0.11% | 0.20% | 0.26% | Q2 2015 | Q1 2017 | 8 |
Traynor Capital Management, Inc. | 7 | 1 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q2 2019 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.02% | 0.07% | 0.08% | Q4 2018 | Q3 2020 | 8 |
Assured Investment Management LLC | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2017 | 8 |
Tandem Investment Advisors, Inc. | 8 | 8 | 1.88% | 2.26% | 2.92% | Q4 2021 | Q3 2023 | 8 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
CX Institutional | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 8 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 8 | 8 | 1.67% | 2.33% | 2.93% | Q1 2020 | Q4 2021 | 8 |
Paragon Advisors, LLC | 8 | 8 | 0.78% | 1.11% | 1.27% | Q4 2019 | Q3 2021 | 8 |
Marshall Financial Group LLC | 8 | 8 | 0.31% | 0.47% | 0.82% | Q4 2020 | Q3 2022 | 8 |
Eagle Bay Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Davidson Capital Management Inc. | 8 | 8 | 0.44% | 0.61% | 0.86% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NN Investment Partners Holdings N.V. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q1 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Transamerica Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q1 2020 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SENTINEL ASSET MANAGEMENT, INC. | 8 | 8 | 0.18% | 0.25% | 0.34% | Q2 2013 | Q1 2015 | 8 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 8 | 8 | 0.24% | 0.44% | 0.82% | Q1 2016 | Q4 2017 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.10% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q3 2021 | 8 |
6 Meridian | 8 | 8 | 0.04% | 0.06% | 0.07% | Q3 2018 | Q2 2020 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.10% | 0.28% | 0.40% | Q2 2020 | Q1 2022 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 6 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 8 |
Summit Global Investments | 6 | 2 | 0.02% | 0.20% | 0.48% | Q1 2019 | Q2 2021 | 8 |
Skylands Capital, LLC | 8 | 8 | 0.02% | 0.26% | 0.62% | Q1 2020 | Q4 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.05% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SUN LIFE FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Checchi Capital Advisers, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q1 2021 | 7 |
Centiva Capital, LP | 3 | 2 | 0.01% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 7 |
EFG Asset Management (Americas) Corp. | 6 | 1 | 0.10% | 0.67% | 0.92% | Q2 2017 | Q1 2021 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capital Bank & Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 7 | 0.19% | 0.73% | 1.22% | Q4 2016 | Q2 2018 | 7 |
AJO, LP | 4 | 1 | 0.01% | 0.04% | 0.16% | Q3 2013 | Q1 2019 | 7 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 5 | 1 | 0.01% | 0.16% | 0.45% | Q2 2021 | Q3 2023 | 7 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 3 | 0.32% | 0.93% | 1.79% | Q3 2015 | Q4 2017 | 7 |
GROUP ONE TRADING, L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SECURITY ASSET MANAGEMENT | 7 | 7 | 0.44% | 0.90% | 1.11% | Q2 2020 | Q4 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
CULLEN/FROST BANKERS, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.04% | 0.18% | Q2 2016 | Q3 2020 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2023 | 7 |
Edgestream Partners, L.P. | 5 | 1 | 0.05% | 0.36% | 1.10% | Q4 2020 | Q4 2022 | 7 |
Brinker Capital Investments, LLC | 3 | 2 | 0.03% | 0.05% | 0.12% | Q3 2020 | Q4 2022 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
MSI Financial Services Inc | 7 | 7 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2016 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Amica Retiree Medical Trust | 7 | 7 | 0.26% | 0.46% | 0.62% | Q1 2021 | Q3 2022 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 7 |
Wealthspire Advisors, L.P. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.09% | 0.17% | 0.21% | Q2 2013 | Q4 2014 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.07% | 0.18% | 0.24% | Q1 2016 | Q3 2017 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 7 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.22% | 0.55% | 0.99% | Q2 2019 | Q1 2022 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.00% | 0.07% | 0.13% | Q3 2019 | Q2 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2021 | 7 |
Foundry Partners, LLC | 7 | 7 | 0.06% | 0.13% | 0.23% | Q4 2016 | Q2 2018 | 7 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.02% | 0.21% | 0.37% | Q2 2016 | Q3 2023 | 7 |
NuWave Investment Management, LLC | 3 | 1 | 0.01% | 0.16% | 0.44% | Q3 2020 | Q3 2022 | 7 |
BerganKDV Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 7 |
Retirement Planning Co of New England, Inc. | 6 | 1 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
ICON ADVISERS INC/CO | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q4 2016 | 7 |
Tredje AP-fonden | 5 | 2 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
TOTH FINANCIAL ADVISORY CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 7 |
Kistler-Tiffany Companies, LLC | 4 | 3 | 0.01% | 0.04% | 0.09% | Q1 2021 | Q2 2023 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Jackson Square Partners, LLC | 7 | 7 | 1.31% | 2.18% | 3.14% | Q1 2022 | Q3 2023 | 7 |
Weitz Investment Management | 7 | 7 | 0.28% | 0.65% | 0.75% | Q2 2021 | Q4 2022 | 7 |
Avalon Investment & Advisory | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
BP PLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q2 2019 | 7 |
AMICA MUTUAL INSURANCE CO | 7 | 7 | 0.25% | 0.44% | 0.61% | Q1 2021 | Q3 2022 | 7 |
Veritable, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Czech National Bank | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2023 | 6 |
OAKBROOK INVESTMENTS LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.04% | 0.26% | 0.55% | Q4 2018 | Q3 2023 | 6 |
Apollon Wealth Management, LLC | 4 | 2 | 0.01% | 0.13% | 0.42% | Q2 2020 | Q4 2021 | 6 |
Center for Financial Planning, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
QUEST INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q2 2023 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.44% | 1.49% | Q4 2017 | Q1 2023 | 6 |
TURNER INVESTMENTS LLC | 4 | 1 | 0.06% | 0.14% | 0.23% | Q2 2013 | Q2 2017 | 6 |
Jaffetilchin Investment Partners, LLC | 5 | 1 | 0.06% | 0.19% | 0.25% | Q2 2016 | Q1 2018 | 6 |
BANK OF NOVA SCOTIA TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q2 2023 | 6 |
OAK RIDGE INVESTMENTS LLC | 6 | 6 | 0.07% | 0.08% | 0.10% | Q1 2020 | Q2 2021 | 6 |
AHL Partners LLP | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q4 2017 | 6 |
Teza Capital Management LLC | 3 | 1 | 0.08% | 0.12% | 0.26% | Q1 2017 | Q4 2022 | 6 |
Virtus Fund Advisers, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2016 | 6 |
Banco Santander, S.A. | 3 | 1 | 0.00% | 0.14% | 0.63% | Q4 2019 | Q3 2021 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 6 | 0.00% | 0.06% | 0.13% | Q2 2020 | Q3 2021 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Epoch Investment Partners, Inc. | 6 | 6 | 0.01% | 0.06% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2019 | 6 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Jump Financial, LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q3 2020 | Q3 2023 | 6 |
Altshuler Shaham Ltd | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Investors Research Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Crow Point Partners, LLC | 5 | 1 | 0.01% | 0.11% | 0.46% | Q1 2017 | Q4 2019 | 6 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Gladius Capital Management LP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Junto Capital Management LP | 3 | 1 | 0.06% | 2.14% | 4.72% | Q3 2015 | Q4 2021 | 6 |
MEITAV INVESTMENT HOUSE LTD | 3 | 3 | 0.00% | 0.21% | 0.52% | Q1 2018 | Q2 2022 | 6 |
Capital Advisors, Ltd. LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 6 |
MAVERICK CAPITAL LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 6 |
Bayesian Capital Management, LP | 3 | 1 | 0.08% | 0.14% | 0.23% | Q1 2017 | Q2 2023 | 6 |
Penobscot Investment Management Company, Inc. | 6 | 6 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q4 2021 | 6 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.16% | 0.36% | Q4 2016 | Q3 2023 | 6 |
Empowered Funds, LLC | 4 | 2 | 0.02% | 0.29% | 0.51% | Q3 2019 | Q2 2023 | 6 |
Empirical Finance, LLC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2015 | Q3 2016 | 6 |
Global X Management CO LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Zebra Capital Management LLC | 6 | 6 | 0.17% | 0.29% | 0.47% | Q3 2017 | Q4 2018 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q4 2022 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.43% | 0.55% | 0.72% | Q2 2020 | Q3 2021 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.10% | 0.25% | Q4 2014 | Q1 2017 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ClariVest Asset Management LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2023 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Hedeker Wealth, LLC | 6 | 6 | 0.09% | 0.67% | 0.97% | Q2 2020 | Q3 2021 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.14% | 0.25% | Q4 2019 | Q3 2023 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 0.47% | 0.70% | 0.98% | Q4 2020 | Q1 2022 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 2 | 0.02% | 0.21% | 0.56% | Q4 2015 | Q2 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
CHICAGO EQUITY PARTNERS LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 5 |
Aurora Investment Counsel | 5 | 5 | 0.53% | 1.07% | 1.67% | Q2 2013 | Q2 2014 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q1 2023 | 5 |
Credit Capital Investments LLC | 2 | 1 | 0.34% | 0.44% | 0.51% | Q3 2021 | Q3 2023 | 5 |
NAVELLIER & ASSOCIATES INC | 5 | 5 | 0.62% | 0.71% | 0.88% | Q2 2016 | Q2 2017 | 5 |
BBVA USA Bancshares, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.53% | 1.08% | Q3 2019 | Q3 2020 | 5 |
FIRST QUADRANT LLC/CA | 4 | 1 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q3 2020 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2020 | 5 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.01% | 0.06% | 0.24% | Q2 2017 | Q4 2019 | 5 |
Marcum Wealth, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 5 |
Independence Trust CO | 4 | 1 | 0.26% | 0.30% | 0.35% | Q3 2016 | Q4 2017 | 5 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 2 | 0.05% | 0.15% | 0.25% | Q2 2017 | Q3 2021 | 5 |
Kiwi Wealth Investments Limited Partnership | 3 | 1 | 0.08% | 0.12% | 0.15% | Q2 2019 | Q4 2020 | 5 |
Sustainable Insight Capital Management, LLC | 4 | 1 | 1.58% | 2.19% | 2.84% | Q4 2020 | Q1 2022 | 5 |
CLINTON GROUP INC | 3 | 2 | 0.06% | 0.17% | 0.50% | Q3 2015 | Q2 2017 | 5 |
Rampart Investment Management Company, LLC | 5 | 5 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Capital Analysts, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Airain ltd | 2 | 1 | 0.02% | 0.09% | 0.20% | Q1 2014 | Q2 2017 | 5 |
Hennion & Walsh Asset Management, Inc. | 3 | 2 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.10% | 0.23% | 0.41% | Q4 2013 | Q3 2023 | 5 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 2 | 0.03% | 0.33% | 0.70% | Q2 2016 | Q2 2023 | 5 |
CONNING INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.00% | 0.19% | 0.40% | Q1 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.04% | 0.09% | 0.17% | Q4 2016 | Q4 2019 | 5 |
Railway Pension Investments Ltd | 5 | 5 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q3 2020 | 5 |
FORA Capital, LLC | 2 | 1 | 0.09% | 0.22% | 0.50% | Q1 2020 | Q3 2023 | 5 |
Tributary Capital Management, LLC | 5 | 5 | 0.06% | 0.12% | 0.15% | Q3 2020 | Q3 2021 | 5 |
Crosspoint Capital Strategies, LLC | 3 | 2 | 0.00% | 2.49% | 5.65% | Q1 2015 | Q3 2016 | 5 |
LMR Partners LLP | 1 | 1 | 0.00% | 0.20% | 0.58% | Q2 2016 | Q4 2020 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.19% | 0.34% | 0.44% | Q3 2022 | Q3 2023 | 5 |
Meritage Group LP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.03% | 0.18% | 0.37% | Q1 2022 | Q3 2023 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.12% | Q2 2017 | Q3 2017 | 5 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 0.29% | 0.36% | 0.42% | Q1 2020 | Q1 2021 | 5 |
ATTICUS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q1 2021 | Q2 2023 | 5 |
Curi Wealth Management, LLC | 3 | 2 | 0.02% | 0.08% | 0.17% | Q4 2020 | Q2 2022 | 5 |
Prana Capital Management, LP | 2 | 1 | 0.04% | 0.29% | 0.61% | Q3 2020 | Q3 2023 | 5 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 5 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q4 2019 | 5 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.74% | 0.99% | 1.28% | Q3 2019 | Q2 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q1 2016 | 5 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 4 |
MUFG Securities EMEA plc | 2 | 1 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q2 2021 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.04% | 0.09% | Q1 2021 | Q4 2021 | 4 |
SkyView Investment Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 4 |
Nan Shan Life Insurance Co., Ltd. | 4 | 4 | 0.06% | 0.38% | 0.55% | Q3 2020 | Q2 2021 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ALPHASIMPLEX GROUP, LLC | 2 | 1 | 0.10% | 0.36% | 0.48% | Q4 2019 | Q1 2021 | 4 |
INTECH INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.10% | 0.13% | Q2 2022 | Q1 2023 | 4 |
FIRST FOUNDATION ADVISORS | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q2 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.17% | 0.23% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 3 | 1 | 0.24% | 0.36% | 0.45% | Q3 2022 | Q3 2023 | 4 |
Lucha Capital Management, LP | 4 | 4 | 1.87% | 4.08% | 5.68% | Q1 2018 | Q4 2018 | 4 |
WBI INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.15% | 0.31% | Q4 2015 | Q3 2016 | 4 |
Hotaling Investment Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q3 2019 | Q2 2020 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Key FInancial Inc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 4 |
Bramshill Investments, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 4 |
Lloyd Advisory Services, LLC. | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Sageworth Trust Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.26% | 0.44% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Oak Thistle LLC | 3 | 1 | 0.51% | 0.92% | 1.41% | Q1 2022 | Q1 2023 | 4 |
Three Peaks Capital Management, LLC | 3 | 1 | 0.39% | 0.59% | 0.76% | Q1 2016 | Q1 2021 | 4 |
Hemenway Trust Co LLC | 4 | 4 | 0.06% | 0.10% | 0.12% | Q1 2017 | Q4 2017 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 4 |
OLD NATIONAL BANCORP /IN/ | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 4 |
ClearBridge Investments | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
TWIN CAPITAL MANAGEMENT INC | 4 | 4 | 0.11% | 0.24% | 0.34% | Q2 2020 | Q1 2021 | 4 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 4 |
Blossom Wealth Management | 4 | 4 | 0.68% | 1.00% | 1.37% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Advisors Preferred, LLC | 2 | 2 | 0.00% | 0.07% | 0.19% | Q2 2016 | Q3 2019 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.12% | 0.23% | 0.46% | Q3 2019 | Q1 2021 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Northwest Bancshares, Inc. | 4 | 4 | 0.10% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Pier Capital, LLC | 3 | 1 | 0.50% | 0.96% | 1.23% | Q4 2013 | Q3 2016 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.02% | 0.06% | 0.09% | Q4 2016 | Q4 2018 | 4 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q1 2022 | 4 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
ICICI Prudential Asset Management Co Ltd | 2 | 2 | 0.50% | 0.64% | 0.94% | Q3 2022 | Q3 2023 | 4 |
CrestPoint Capital Management, LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q4 2016 | Q3 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.01% | 0.06% | 0.22% | Q2 2016 | Q2 2020 | 4 |
Veracity Capital LLC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q2 2020 | Q1 2021 | 4 |
Copper Rock Capital Partners, LLC | 4 | 4 | 0.34% | 0.44% | 0.56% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IEQ CAPITAL, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.00% | 0.09% | 0.36% | Q4 2019 | Q2 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Krane Funds Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
TFS CAPITAL LLC | 2 | 1 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q2 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q1 2021 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2016 | Q3 2017 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.00% | 0.12% | 0.23% | Q2 2019 | Q2 2023 | 4 |
Accretive Wealth Partners, LLC | 4 | 4 | 0.47% | 0.56% | 0.68% | Q4 2020 | Q3 2021 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.13% | 0.21% | 0.29% | Q1 2021 | Q1 2023 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.31% | 0.37% | 0.46% | Q3 2022 | Q2 2023 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.09% | 0.20% | 0.30% | Q4 2017 | Q3 2018 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Quantum Private Wealth, LLC | 3 | 1 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q1 2023 | 4 |
SG3 Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q2 2021 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.20% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Compass Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Gardiner Nancy B | 2 | 1 | 0.49% | 0.53% | 0.56% | Q3 2016 | Q4 2017 | 4 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.07% | 0.22% | Q4 2013 | Q3 2015 | 4 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.01% | 0.54% | 0.95% | Q1 2015 | Q3 2020 | 4 |
ELEFANTE MICHAEL B | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Global Financial Private Capital, Inc | 3 | 3 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q2 2020 | 3 |
DF DENT & CO INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2018 | 3 |
QCM Cayman, Ltd. | 3 | 3 | 0.22% | 0.45% | 0.61% | Q2 2020 | Q4 2020 | 3 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.27% | 0.30% | 0.35% | Q3 2014 | Q1 2015 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Invictus RG | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2017 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q2 2015 | Q4 2015 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.03% | 0.08% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Motley Fool Wealth Management, LLC | 3 | 3 | 0.39% | 0.43% | 0.49% | Q1 2021 | Q3 2021 | 3 |
XTX Topco Ltd | 2 | 1 | 0.15% | 0.24% | 0.35% | Q1 2021 | Q3 2023 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 3 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 3 |
Clean Yield Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 1 | 0.01% | 0.22% | 0.50% | Q1 2022 | Q1 2023 | 3 |
Absolute Return Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
TCWP LLC | 2 | 1 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q3 2019 | Q4 2020 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Motley Fool Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2023 | Q3 2023 | 3 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 1 | 0.24% | 0.56% | 0.76% | Q4 2022 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Wilmington Funds Management Corp | 3 | 3 | 0.40% | 0.51% | 0.60% | Q4 2013 | Q2 2014 | 3 |
Polen Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NORRIS PERNE & FRENCH LLP/MI | 3 | 3 | 0.68% | 0.72% | 0.77% | Q1 2017 | Q3 2017 | 3 |
New England Research & Management, Inc. | 3 | 3 | 0.18% | 0.25% | 0.31% | Q1 2021 | Q3 2021 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q1 2016 | Q3 2018 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.19% | 0.45% | Q2 2015 | Q4 2019 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SOMERVILLE KURT F | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2016 | Q2 2017 | 3 |
COLUMBUS CIRCLE INVESTORS | 3 | 3 | 0.18% | 0.27% | 0.44% | Q1 2017 | Q3 2017 | 3 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2017 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Corient Capital Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.24% | 0.42% | 0.54% | Q3 2022 | Q3 2023 | 3 |
Redwood Investments, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.14% | 0.27% | Q4 2020 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.16% | 0.31% | 0.40% | Q2 2020 | Q1 2023 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
GQ Asset Management, LLC | 2 | 1 | 0.07% | 0.12% | 0.15% | Q2 2019 | Q1 2020 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 1.03% | 1.08% | 1.14% | Q2 2020 | Q4 2020 | 3 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2023 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.04% | 0.22% | 0.57% | Q4 2013 | Q1 2017 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Wilmington Trust, National Association | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
Covenant Asset Management, LLC | 3 | 3 | 0.66% | 0.70% | 0.73% | Q2 2019 | Q4 2019 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 3 |
TLP GROUP LLC | 3 | 3 | 0.04% | 0.08% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.11% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2020 | Q3 2022 | 3 |
GATEWAY INVESTMENT ADVISERS LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q4 2019 | 3 |
LRT Capital Management, LLC | 3 | 3 | 0.26% | 0.41% | 0.60% | Q4 2022 | Q2 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
HWG Holdings LP | 2 | 1 | 1.00% | 1.14% | 1.36% | Q1 2017 | Q2 2018 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q2 2021 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.01% | 0.03% | 0.09% | Q2 2020 | Q4 2020 | 3 |
O'Shares Investment Advisers, LLC | 3 | 3 | 0.20% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 3 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.05% | 0.26% | 0.48% | Q4 2018 | Q2 2020 | 3 |
Heartland Bank & Trust Co | 3 | 3 | 0.41% | 0.56% | 0.78% | Q1 2023 | Q3 2023 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Sierra Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 3 |
Centerpoint Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
Spark Investment Management LLC | 3 | 3 | 0.52% | 0.59% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Diametric Capital, LP | 2 | 1 | 0.42% | 0.62% | 0.76% | Q3 2020 | Q3 2021 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q3 2019 | Q2 2021 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.30% | 0.32% | 0.34% | Q2 2019 | Q1 2021 | 3 |
Aubrey Capital Management Ltd | 3 | 3 | 1.41% | 1.68% | 2.15% | Q2 2020 | Q4 2020 | 3 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2020 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q2 2022 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2016 | 2 |
Monaco Asset Management SAM | 2 | 2 | 3.62% | 3.88% | 4.14% | Q4 2019 | Q1 2020 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2016 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.08% | 0.14% | 0.19% | Q4 2016 | Q1 2017 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Polar Capital LLP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q1 2021 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q3 2019 | Q4 2019 | 2 |
Nikko Asset Management Americas, Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2020 | Q1 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.06% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TimesSquare Capital Management, LLC | 2 | 2 | 0.21% | 0.24% | 0.27% | Q2 2014 | Q3 2014 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Gillson Capital LP | 2 | 2 | 0.40% | 0.50% | 0.59% | Q4 2021 | Q1 2022 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q2 2017 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2020 | 2 |
Cardan Capital Partners, LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q2 2021 | Q3 2021 | 2 |
Champlain Investment Partners, LLC | 2 | 2 | 0.34% | 0.36% | 0.39% | Q1 2013 | Q2 2013 | 2 |
MANA Advisors LLC | 2 | 2 | 0.48% | 0.67% | 0.86% | Q2 2019 | Q3 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
SOA Wealth Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Demars Financial Group, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q4 2020 | Q1 2021 | 2 |
Dakota Wealth Management | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Regal Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 2 |
MASON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2021 | 2 |
FLOSSBACH VON STORCH AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 0.04% | 1.30% | 2.55% | Q1 2023 | Q2 2023 | 2 |
Premia Global Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Polar Capital Holdings Plc | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Myriad Asset Management Ltd. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q2 2021 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Spot Trading L.L.C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Polianta Ltd | 2 | 2 | 0.67% | 0.68% | 0.69% | Q3 2019 | Q4 2019 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.24% | 1.59% | 1.93% | Q3 2022 | Q4 2022 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.24% | 0.27% | 0.30% | Q3 2019 | Q4 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q1 2023 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.39% | 0.42% | 0.45% | Q4 2020 | Q1 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Bank of Kentucky, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q4 2014 | Q1 2015 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NICHOLS & PRATT ADVISERS LLP /MA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.04% | 0.08% | 0.11% | Q2 2019 | Q3 2019 | 2 |
Green Owl Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.14% | 0.16% | 0.18% | Q3 2019 | Q2 2020 | 2 |
Clearview Wealth Advisors LLC | 2 | 2 | 0.00% | 0.51% | 1.02% | Q1 2023 | Q2 2023 | 2 |
Hudock, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
1776 Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.06% | 0.14% | 0.21% | Q4 2017 | Q1 2018 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.31% | 0.34% | 0.37% | Q3 2013 | Q4 2013 | 2 |
Leap Investments LP | 2 | 2 | 0.46% | 0.48% | 0.49% | Q4 2019 | Q1 2020 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 2 | 0.72% | 0.99% | 1.26% | Q3 2019 | Q4 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.19% | 0.22% | 0.25% | Q1 2015 | Q2 2015 | 2 |
ARK Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q2 2020 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Wallace Advisory Group, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
NorthCoast Asset Management LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2016 | Q3 2020 | 2 |
Sterling Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Better Money Decisions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.40% | 0.69% | Q1 2018 | Q2 2018 | 2 |
JSF Financial, LLC | 1 | 1 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q2 2021 | 2 |
MARSHALL WACE ASIA Ltd | 2 | 2 | 0.26% | 0.32% | 0.38% | Q3 2020 | Q4 2020 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q2 2023 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 2 |
PGGM Investments | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Herold Advisors, Inc. | 2 | 2 | 0.35% | 0.36% | 0.36% | Q3 2021 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ROVIN CAPITAL /UT/ /ADV | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Qtron Investments LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q3 2019 | Q4 2019 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.10% | 0.17% | 0.25% | Q2 2022 | Q2 2023 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Main Street Financial Solutions, LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q2 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q2 2018 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.32% | 0.50% | Q1 2020 | Q1 2023 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.29% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Settian Capital LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2021 | Q4 2021 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2016 | Q1 2016 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2012 | Q1 2012 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2017 | Q2 2017 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Sigma Planning Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
Cipher Capital LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PFM Health Sciences, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2016 | Q1 2016 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Gerstein Fisher | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BRC Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
Caprock Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2020 | Q2 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Holistic Financial Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
EA Series Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2020 | Q2 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Marathon Asset Management Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2021 | Q3 2021 | 1 |
MILES CAPITAL, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
BTC Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
Jetstream Capital LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Coatue Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2017 | Q1 2017 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
EAM Global Investors LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2015 | Q2 2015 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
North Reef Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2020 | Q2 2020 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2016 | Q2 2016 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2020 | Q2 2020 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2017 | Q2 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Bishop Rock Capital, L.P. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Azora Capital LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Durable Capital Partners LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
CORTLAND ADVISERS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Cunning Capital Partners, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
General Partner, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
RWC Asset Management LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2015 | Q4 2015 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PFG Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2017 | Q2 2017 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2017 | Q2 2017 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Pembroke Management, LTD | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2019 | Q4 2019 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Pflug Koory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2017 | Q4 2017 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HNP Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Algebris (UK) Ltd | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2019 | Q2 2019 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2016 | Q4 2016 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
EMORY UNIVERSITY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 2.21% | 2.21% | 2.21% | Q2 2020 | Q2 2020 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IndexIQ Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2019 | Q1 2019 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2018 | Q3 2018 | 1 |
Rail-Splitter Capital Management, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q1 2016 | Q1 2016 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GLG Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2020 | Q3 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2022 | Q2 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
L & S Advisors Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Montibus Capital Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2013 | Q3 2013 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2020 | Q2 2020 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own MARKETAXESS HLDGS INC or have owned MARKETAXESS HLDGS INC in the past.