Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.22% | Q1 2012 | Q3 2023 | 131 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.07% | 0.45% | Q2 2013 | Q3 2023 | 125 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.11% | 0.53% | Q2 2013 | Q3 2023 | 117 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 115 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.06% | 0.40% | Q2 2013 | Q3 2023 | 112 |
Parallax Volatility Advisers, L.P. | 22 | 19 | 0.00% | 0.04% | 0.58% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 29 | 1 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 92 |
WOLVERINE TRADING, LLC | 26 | 1 | 0.01% | 0.13% | 0.88% | Q2 2016 | Q3 2023 | 82 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.45% | Q4 2014 | Q3 2023 | 81 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.40% | Q3 2013 | Q3 2023 | 77 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 76 |
JANE STREET GROUP, LLC | 27 | 3 | 0.00% | 0.02% | 0.18% | Q1 2014 | Q3 2023 | 76 |
TWO SIGMA INVESTMENTS, LP | 23 | 2 | 0.00% | 0.04% | 0.47% | Q2 2013 | Q3 2023 | 69 |
Cutler Group LLC / CA | 21 | 5 | 0.00% | 0.05% | 0.58% | Q4 2015 | Q3 2023 | 65 |
MILLENNIUM MANAGEMENT LLC | 20 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 65 |
HSBC HOLDINGS PLC | 29 | 1 | 0.00% | 0.02% | 0.11% | Q1 2012 | Q3 2023 | 57 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.25% | 0.80% | Q3 2018 | Q3 2023 | 56 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 55 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.30% | Q1 2013 | Q3 2023 | 52 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 51 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q2 2018 | 50 |
LOOMIS SAYLES & CO L P | 32 | 8 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 11 | 2 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 48 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 1 | 0.00% | 0.07% | 0.22% | Q1 2014 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 46 |
BALYASNY ASSET MANAGEMENT L.P. | 21 | 1 | 0.00% | 0.18% | 0.74% | Q4 2013 | Q3 2023 | 45 |
First Horizon Advisors, Inc. | 35 | 9 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
WCM INVESTMENT MANAGEMENT, LLC | 43 | 43 | 0.02% | 1.87% | 11.26% | Q1 2013 | Q3 2023 | 43 |
BENDER ROBERT & ASSOCIATES | 42 | 42 | 1.50% | 3.80% | 7.77% | Q2 2013 | Q3 2023 | 42 |
Artisan Partners Limited Partnership | 42 | 42 | 0.02% | 0.27% | 0.91% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Sands Capital Management | 42 | 42 | 0.12% | 1.38% | 4.99% | Q2 2013 | Q3 2023 | 42 |
Robeco Institutional Asset Management B.V. | 42 | 42 | 0.14% | 0.33% | 0.78% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.05% | 0.19% | Q2 2012 | Q4 2022 | 42 |
FIL Ltd | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.06% | 0.16% | 0.39% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.01% | 0.19% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.00% | 0.50% | 1.00% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.05% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ZEVIN ASSET MANAGEMENT LLC | 42 | 42 | 1.16% | 3.11% | 7.07% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.10% | 0.35% | 0.90% | Q2 2013 | Q3 2023 | 42 |
HOWLAND CAPITAL MANAGEMENT LLC | 42 | 42 | 0.16% | 0.66% | 1.34% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GILDER GAGNON HOWE & CO LLC | 42 | 42 | 0.01% | 0.58% | 1.47% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.09% | 0.61% | 1.59% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.14% | 0.58% | Q2 2013 | Q3 2023 | 42 |
Sustainable Growth Advisers, LP | 42 | 42 | 0.00% | 0.68% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Baillie Gifford | 42 | 42 | 1.16% | 2.80% | 7.29% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 1.71% | 4.03% | 5.53% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 29 | 12 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BNP Paribas Asset Management Holding S.A. | 41 | 41 | 0.00% | 0.07% | 0.31% | Q3 2013 | Q3 2023 | 41 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 41 | 41 | 0.00% | 0.06% | 0.19% | Q3 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 24 | 16 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 40 |
Brown Capital Management | 40 | 40 | 0.00% | 0.19% | 0.61% | Q4 2013 | Q3 2023 | 40 |
JPMORGAN CHASE & CO | 37 | 3 | 0.00% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 39 |
JENNISON ASSOCIATES LLC | 37 | 2 | 0.02% | 0.71% | 2.64% | Q3 2013 | Q3 2023 | 39 |
Daiwa Securities Group Inc. | 28 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 39 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.07% | 0.30% | Q3 2014 | Q3 2023 | 39 |
NOMURA HOLDINGS INC | 16 | 1 | 0.00% | 0.02% | 0.13% | Q4 2012 | Q3 2023 | 39 |
Capital International Investors | 38 | 38 | 0.06% | 0.17% | 0.33% | Q2 2014 | Q3 2023 | 38 |
AMERICAN INTERNATIONAL GROUP, INC. | 26 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
MACQUARIE GROUP LTD | 31 | 7 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q3 2023 | 38 |
Gradient Investments LLC | 17 | 2 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 27 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Capital International, Inc./CA/ | 38 | 38 | 0.42% | 2.36% | 8.82% | Q2 2014 | Q3 2023 | 38 |
Capital International Sarl | 38 | 38 | 0.25% | 1.49% | 4.14% | Q2 2014 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 37 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 38 |
TD ASSET MANAGEMENT INC | 35 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 38 |
WASATCH ADVISORS LP | 38 | 38 | 0.18% | 0.77% | 1.20% | Q2 2014 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 37 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 36 |
SYNOVUS FINANCIAL CORP | 16 | 10 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
GENERATION INVESTMENT MANAGEMENT LLP | 22 | 1 | 0.47% | 2.10% | 4.34% | Q1 2014 | Q3 2023 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.48% | 2.38% | 6.22% | Q4 2014 | Q3 2023 | 36 |
Carmignac Gestion | 36 | 36 | 0.99% | 2.48% | 4.83% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2022 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.03% | 0.13% | 0.40% | Q2 2013 | Q1 2022 | 36 |
LPL Financial LLC | 27 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 35 | 1 | 0.02% | 0.14% | 0.39% | Q1 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 35 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.06% | 0.15% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 17 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 35 |
Perigon Wealth Management, LLC | 22 | 1 | 0.04% | 0.10% | 0.18% | Q3 2011 | Q3 2023 | 35 |
COMERICA BANK | 33 | 2 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.06% | 0.14% | 0.28% | Q1 2015 | Q3 2023 | 35 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 15 | 1 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 33 | 1 | 0.00% | 0.16% | 0.44% | Q4 2014 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.06% | 0.21% | 0.50% | Q2 2013 | Q3 2021 | 34 |
Fisher Asset Management, LLC | 34 | 34 | 0.00% | 0.08% | 0.31% | Q2 2015 | Q3 2023 | 34 |
SG Americas Securities, LLC | 19 | 1 | 0.00% | 0.03% | 0.14% | Q3 2014 | Q3 2023 | 33 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Spot Trading L.L.C | 7 | 6 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2017 | 33 |
D.A. DAVIDSON & CO. | 28 | 5 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
Sandy Spring Bank | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
CABOT WEALTH MANAGEMENT INC | 32 | 32 | 0.58% | 1.41% | 3.14% | Q4 2015 | Q3 2023 | 32 |
JANUS HENDERSON GROUP PLC | 28 | 2 | 0.01% | 0.08% | 0.36% | Q2 2013 | Q3 2023 | 32 |
DekaBank Deutsche Girozentrale | 29 | 1 | 0.00% | 0.08% | 0.30% | Q1 2015 | Q3 2023 | 32 |
Penserra Capital Management LLC | 32 | 32 | 0.04% | 1.58% | 3.12% | Q4 2015 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.05% | 0.21% | 1.15% | Q2 2013 | Q1 2021 | 32 |
Freedom Investment Management, Inc. | 32 | 32 | 0.03% | 0.26% | 1.17% | Q4 2015 | Q3 2023 | 32 |
GAM Holding AG | 29 | 1 | 0.01% | 0.12% | 0.36% | Q2 2013 | Q2 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 31 |
NOMURA ASSET MANAGEMENT CO LTD | 30 | 1 | 0.01% | 0.08% | 0.31% | Q3 2013 | Q3 2023 | 31 |
ASHFORD CAPITAL MANAGEMENT INC | 30 | 1 | 0.03% | 0.10% | 0.31% | Q4 2015 | Q3 2023 | 31 |
Valeo Financial Advisors, LLC | 17 | 5 | 0.00% | 0.02% | 0.16% | Q3 2017 | Q3 2023 | 31 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 20 | 1 | 0.01% | 0.65% | 1.35% | Q2 2013 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 28 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 31 |
HAP Trading, LLC | 16 | 1 | 0.00% | 0.28% | 2.08% | Q3 2017 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Majedie Asset Management Ltd | 31 | 31 | 0.05% | 0.41% | 1.22% | Q3 2014 | Q1 2022 | 31 |
ASSETMARK, INC | 27 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 31 |
SHELL ASSET MANAGEMENT CO | 28 | 3 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 31 |
XR Securities LLC | 14 | 14 | 0.01% | 0.19% | 1.03% | Q2 2020 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
HUNTINGTON NATIONAL BANK | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2023 | 30 |
Jackson Square Partners, LLC | 30 | 30 | 0.00% | 0.36% | 0.76% | Q2 2016 | Q3 2023 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2023 | 30 |
AQR Capital Management | 21 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 30 |
KBC Group NV | 28 | 2 | 0.00% | 0.15% | 0.51% | Q1 2015 | Q3 2023 | 30 |
Asset Management One Co., Ltd. | 28 | 2 | 0.01% | 0.16% | 0.31% | Q2 2014 | Q3 2023 | 30 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 18 | 12 | 0.00% | 0.75% | 1.92% | Q3 2015 | Q3 2023 | 30 |
RIVER GLOBAL INVESTORS LLP | 25 | 4 | 0.12% | 0.60% | 2.46% | Q3 2014 | Q3 2023 | 29 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 3 | 0.00% | 0.76% | 1.92% | Q2 2013 | Q3 2023 | 29 |
Centiva Capital, LP | 13 | 1 | 0.00% | 0.09% | 0.36% | Q4 2019 | Q3 2023 | 29 |
Renaissance Technologies | 11 | 1 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 29 |
BTG Pactual Global Asset Management Ltd | 24 | 24 | 0.01% | 1.50% | 6.12% | Q4 2017 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 19 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 29 |
J. Goldman & Co LP | 9 | 1 | 0.01% | 0.51% | 1.90% | Q3 2013 | Q2 2023 | 29 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 27 | 1 | 4.95% | 14.32% | 34.70% | Q3 2016 | Q3 2023 | 29 |
Neuberger Berman Group LLC | 15 | 2 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q3 2023 | 29 |
Mitsubishi UFJ Trust & Banking Corp | 28 | 28 | 0.03% | 0.12% | 0.36% | Q4 2016 | Q3 2023 | 28 |
NORDEA INVESTMENT MANAGEMENT AB | 28 | 28 | 0.00% | 0.15% | 0.29% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 20 | 1 | 0.08% | 0.23% | 0.48% | Q2 2013 | Q3 2023 | 28 |
Skandinaviska Enskilda Banken AB (publ) | 28 | 28 | 0.01% | 0.06% | 0.16% | Q4 2016 | Q3 2023 | 28 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 28 | 28 | 0.04% | 0.12% | 0.25% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 24 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
Motley Fool Asset Management LLC | 25 | 3 | 0.17% | 1.49% | 3.05% | Q3 2016 | Q3 2023 | 28 |
Gulf International Bank (UK) Ltd | 28 | 28 | 0.03% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 | 28 | 0.04% | 0.12% | 0.37% | Q4 2013 | Q3 2020 | 28 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
WESTPAC BANKING CORP | 28 | 28 | 0.01% | 0.15% | 0.38% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 18 | 2 | 0.00% | 0.26% | 0.83% | Q4 2013 | Q3 2023 | 28 |
Aperio Group, LLC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2020 | 28 |
SIMPLEX TRADING, LLC | 12 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.09% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 28 | 28 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Nikko Asset Management Americas, Inc. | 28 | 28 | 0.03% | 1.79% | 2.98% | Q4 2016 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 28 | 28 | 0.02% | 0.23% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Sumitomo Mitsui Trust Holdings, Inc. | 28 | 28 | 0.03% | 0.20% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Mitsubishi UFJ Asset Management Co., Ltd. | 28 | 28 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
PANAGORA ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.04% | 0.30% | Q3 2016 | Q3 2023 | 28 |
TORONTO DOMINION BANK | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 28 | 28 | 0.02% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 28 |
STATE OF WISCONSIN INVESTMENT BOARD | 27 | 27 | 0.02% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 27 |
CROSSLINK CAPITAL INC | 23 | 2 | 0.38% | 7.14% | 13.64% | Q3 2014 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 17 | 3 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Alkeon Capital Management | 25 | 25 | 0.21% | 1.35% | 3.15% | Q3 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.06% | 0.17% | Q4 2013 | Q3 2023 | 27 |
Portland Hill Asset Management Ltd | 27 | 27 | 2.53% | 4.50% | 9.00% | Q1 2017 | Q3 2023 | 27 |
Mn Services Vermogensbeheer B.V. | 17 | 10 | 0.03% | 0.19% | 0.46% | Q4 2016 | Q3 2023 | 27 |
Fiera Capital Corp | 13 | 6 | 0.00% | 0.15% | 0.53% | Q2 2016 | Q3 2023 | 27 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 27 |
GLENMEDE TRUST CO NA | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
Northcape Capital Pty Ltd | 27 | 27 | 4.37% | 15.06% | 22.66% | Q1 2017 | Q3 2023 | 27 |
ARK Investment Management | 24 | 3 | 0.23% | 0.62% | 1.48% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Livforsakringsbolaget Skandia, Omsesidigt | 27 | 27 | 0.01% | 0.03% | 0.10% | Q1 2017 | Q3 2023 | 27 |
ProShare Advisors LLC | 26 | 26 | 0.03% | 0.15% | 0.36% | Q2 2017 | Q3 2023 | 26 |
Candriam S.C.A. | 26 | 26 | 0.01% | 0.23% | 0.72% | Q2 2017 | Q3 2023 | 26 |
CIBC Asset Management Inc | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
SHELTON CAPITAL MANAGEMENT | 26 | 26 | 0.02% | 0.17% | 0.35% | Q2 2017 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
ADIRONDACK TRUST CO | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Atria Investments, Inc | 26 | 26 | 0.01% | 0.05% | 0.21% | Q2 2017 | Q3 2023 | 26 |
CAPITAL INTERNATIONAL LTD /CA/ | 24 | 2 | 0.12% | 0.45% | 1.13% | Q2 2014 | Q3 2023 | 26 |
MITCHELL CAPITAL MANAGEMENT CO | 24 | 2 | 0.08% | 0.20% | 0.44% | Q1 2017 | Q3 2023 | 26 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 26 |
DAVENPORT & Co LLC | 26 | 26 | 0.03% | 0.38% | 1.12% | Q2 2017 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Alberta Investment Management Corp | 14 | 1 | 0.00% | 0.38% | 0.94% | Q3 2013 | Q3 2023 | 26 |
PROFUND ADVISORS LLC | 26 | 26 | 0.02% | 0.12% | 0.25% | Q2 2017 | Q3 2023 | 26 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
Baird Financial Group, Inc. | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 23 | 1 | 0.01% | 0.09% | 0.23% | Q2 2016 | Q3 2023 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.06% | 0.12% | 0.23% | Q2 2017 | Q3 2023 | 26 |
Janney Montgomery Scott LLC | 25 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 26 |
Rafferty Asset Management, LLC | 26 | 26 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Foxhaven Asset Management, LP | 26 | 26 | 2.17% | 6.08% | 9.19% | Q2 2017 | Q3 2023 | 26 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 14 | 1 | 0.03% | 0.36% | 1.00% | Q4 2014 | Q3 2023 | 25 |
BAILARD, INC. | 15 | 2 | 0.01% | 0.07% | 0.30% | Q3 2014 | Q2 2022 | 25 |
Achmea Investment Management B.V. | 18 | 7 | 0.02% | 0.10% | 0.26% | Q2 2017 | Q3 2023 | 25 |
WADDELL & REED FINANCIAL INC | 21 | 4 | 0.01% | 0.36% | 0.69% | Q2 2013 | Q1 2021 | 25 |
CREDIT AGRICOLE S A | 12 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2021 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 23 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 25 |
Andra AP-fonden | 11 | 6 | 0.01% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 25 |
AVIVA PLC | 25 | 25 | 0.03% | 0.08% | 0.17% | Q3 2017 | Q3 2023 | 25 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 6 | 0.09% | 0.50% | 1.44% | Q1 2017 | Q3 2023 | 25 |
GATEWAY INVESTMENT ADVISERS LLC | 25 | 25 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
LORD, ABBETT & CO. LLC | 9 | 1 | 0.01% | 0.19% | 0.47% | Q2 2013 | Q3 2023 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 25 |
TWO SIGMA ADVISERS, LP | 8 | 2 | 0.00% | 0.06% | 0.21% | Q4 2014 | Q3 2023 | 25 |
FLOSSBACH VON STORCH AG | 25 | 25 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Korea Investment CORP | 17 | 8 | 0.00% | 0.05% | 0.15% | Q1 2017 | Q3 2023 | 25 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2021 | 25 |
PRINCIPAL FINANCIAL GROUP INC | 23 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 24 |
GUARDCAP ASSET MANAGEMENT Ltd | 24 | 24 | 0.07% | 0.51% | 2.25% | Q4 2017 | Q3 2023 | 24 |
Congress Park Capital LLC | 24 | 24 | 1.50% | 3.07% | 5.15% | Q4 2017 | Q3 2023 | 24 |
First Command Bank | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 24 |
Ardevora Asset Management LLP | 19 | 5 | 0.00% | 0.74% | 1.34% | Q2 2017 | Q3 2023 | 24 |
COMPASS GROUP LLC | 24 | 24 | 0.34% | 4.97% | 12.45% | Q4 2017 | Q3 2023 | 24 |
B & T Capital Management DBA Alpha Capital Management | 24 | 24 | 0.59% | 1.32% | 2.50% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16 | 8 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q1 2022 | 24 |
Kovack Advisors, Inc. | 24 | 24 | 0.05% | 0.18% | 0.32% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
L & S Advisors Inc | 18 | 2 | 0.08% | 0.30% | 0.75% | Q2 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.03% | 0.13% | 0.24% | Q4 2017 | Q3 2023 | 24 |
USS Investment Management Ltd | 24 | 24 | 0.13% | 0.38% | 0.67% | Q4 2017 | Q3 2023 | 24 |
OppenheimerFunds, Inc. | 12 | 12 | 0.04% | 0.30% | 0.69% | Q1 2013 | Q1 2019 | 24 |
Avalon Investment & Advisory | 24 | 24 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2021 | 24 |
Capital Research Global Investors | 22 | 2 | 0.00% | 0.78% | 1.51% | Q2 2014 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.67% | 1.27% | 2.18% | Q4 2017 | Q3 2023 | 24 |
abrdn plc | 22 | 2 | 0.00% | 0.39% | 1.12% | Q3 2017 | Q3 2023 | 24 |
Slow Capital, Inc. | 24 | 24 | 0.37% | 0.85% | 2.30% | Q4 2017 | Q3 2023 | 24 |
Dai-ichi Life Insurance Company, Ltd | 19 | 1 | 0.00% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 24 |
Dynamo Administracao de Recursos Ltda. | 24 | 24 | 0.70% | 37.90% | 71.04% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
First Command Financial Services, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 24 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q1 2019 | Q3 2023 | 24 |
AFT, FORSYTH & COMPANY, INC. | 24 | 24 | 0.45% | 0.90% | 1.40% | Q4 2017 | Q3 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.01% | 0.07% | 0.66% | Q2 2014 | Q3 2023 | 24 |
Pacer Advisors, Inc. | 12 | 6 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 13 | 11 | 0.01% | 0.05% | 0.27% | Q3 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.03% | 0.05% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Chicago Capital, LLC | 23 | 23 | 0.11% | 0.19% | 0.29% | Q1 2018 | Q3 2023 | 23 |
Krane Funds Advisors LLC | 23 | 23 | 0.02% | 0.08% | 0.24% | Q1 2018 | Q3 2023 | 23 |
NICHOLAS COMPANY, INC. | 23 | 23 | 0.04% | 0.19% | 0.36% | Q2 2013 | Q4 2018 | 23 |
PICTET ASSET MANAGEMENT LTD | 19 | 2 | 0.00% | 0.10% | 0.40% | Q2 2013 | Q2 2021 | 23 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q3 2023 | 23 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 1 | 0.00% | 0.57% | 1.31% | Q1 2015 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 6 | 0.00% | 0.08% | 0.29% | Q4 2017 | Q3 2023 | 23 |
APG Asset Management N.V. | 17 | 6 | 0.00% | 0.07% | 0.19% | Q2 2017 | Q3 2023 | 23 |
North Star Investment Management Corp. | 17 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
AMP Capital Investors Ltd | 20 | 3 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q3 2021 | 23 |
MayTech Global Investments, LLC | 23 | 23 | 1.96% | 4.87% | 6.87% | Q1 2018 | Q3 2023 | 23 |
National Pension Service | 23 | 23 | 0.07% | 0.14% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Bogart Wealth, LLC | 16 | 6 | 0.05% | 0.18% | 0.34% | Q3 2017 | Q3 2023 | 22 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.04% | 0.28% | 0.80% | Q2 2018 | Q3 2023 | 22 |
TOTH FINANCIAL ADVISORY CORP | 14 | 2 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2023 | 22 |
Verition Fund Management LLC | 10 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 22 |
NWAM LLC | 12 | 10 | 0.02% | 0.18% | 0.30% | Q1 2018 | Q3 2023 | 22 |
ICONIQ Capital, LLC | 22 | 22 | 0.06% | 0.25% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Legacy Advisors, LLC | 22 | 22 | 0.27% | 0.80% | 1.90% | Q2 2018 | Q3 2023 | 22 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 22 |
Koshinski Asset Management, Inc. | 16 | 6 | 0.04% | 0.10% | 0.23% | Q1 2018 | Q3 2023 | 22 |
AXA S.A. | 13 | 9 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 22 |
Point72 Asset Management, L.P. | 8 | 1 | 0.01% | 0.11% | 0.45% | Q4 2014 | Q3 2023 | 22 |
PDT Partners, LLC | 12 | 1 | 0.02% | 0.26% | 1.02% | Q2 2013 | Q3 2023 | 22 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 10 | 0.00% | 0.04% | 0.15% | Q4 2014 | Q1 2023 | 22 |
Allen Investment Management, LLC | 22 | 22 | 0.05% | 0.19% | 0.30% | Q2 2018 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 22 | 22 | 0.06% | 0.12% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Texas Yale Capital Corp. | 22 | 22 | 0.02% | 0.10% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 22 |
STRS OHIO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 22 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.04% | 0.14% | 0.24% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 21 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 21 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 18 | 1 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q3 2023 | 21 |
CYPRESS ASSET MANAGEMENT INC/TX | 21 | 21 | 0.22% | 1.20% | 2.17% | Q2 2018 | Q2 2023 | 21 |
BAMCO INC /NY/ | 21 | 21 | 0.00% | 0.23% | 0.33% | Q3 2018 | Q3 2023 | 21 |
MOODY NATIONAL BANK TRUST DIVISION | 21 | 21 | 0.04% | 0.10% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Man Group plc | 19 | 2 | 0.00% | 0.04% | 0.14% | Q1 2018 | Q3 2023 | 21 |
Laurion Capital Management LP | 4 | 1 | 0.00% | 0.11% | 0.56% | Q2 2015 | Q2 2023 | 21 |
CAPITAL GUARDIAN TRUST CO | 21 | 21 | 0.04% | 0.52% | 1.58% | Q2 2014 | Q2 2019 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.12% | 0.82% | 1.77% | Q3 2018 | Q3 2023 | 21 |
Whale Rock Capital Management | 7 | 2 | 0.49% | 2.20% | 4.87% | Q2 2013 | Q3 2023 | 21 |
Harbour Capital Advisors, LLC | 12 | 9 | 0.09% | 0.41% | 0.60% | Q3 2018 | Q4 2023 | 21 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 16 | 5 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Coronation Fund Managers Ltd. | 21 | 21 | 0.01% | 2.94% | 6.70% | Q3 2018 | Q3 2023 | 21 |
Global X Management CO LLC | 21 | 21 | 0.08% | 0.46% | 1.12% | Q2 2013 | Q2 2018 | 21 |
AXIOM INVESTORS LLC /DE | 19 | 2 | 0.04% | 1.70% | 6.08% | Q2 2017 | Q3 2023 | 21 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 5 | 0.00% | 0.02% | 0.13% | Q1 2016 | Q1 2022 | 21 |
NN Investment Partners Holdings N.V. | 18 | 3 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q1 2022 | 21 |
Glassman Wealth Services | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2022 | 21 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 21 |
B. Riley Wealth Advisors, Inc. | 19 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Jericho Capital Asset Management L.P. | 8 | 1 | 0.46% | 4.34% | 8.86% | Q2 2013 | Q2 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 4 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 20 |
CIBC WORLD MARKETS CORP | 12 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.02% | 0.16% | Q4 2018 | Q3 2023 | 20 |
Calamos Advisors LLC | 13 | 2 | 0.00% | 0.03% | 0.22% | Q2 2017 | Q3 2023 | 20 |
INVESTMENT HOUSE LLC | 16 | 1 | 0.05% | 0.23% | 1.10% | Q3 2017 | Q3 2023 | 20 |
GLYNN CAPITAL MANAGEMENT LLC | 20 | 20 | 2.30% | 4.01% | 5.44% | Q2 2013 | Q1 2018 | 20 |
Banco BTG Pactual S.A. | 15 | 1 | 0.05% | 2.85% | 8.07% | Q3 2017 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2020 | 20 |
Prince Street Capital Management LLC | 20 | 20 | 1.09% | 9.97% | 24.59% | Q4 2017 | Q3 2022 | 20 |
Knuff & Co LLC | 20 | 20 | 0.11% | 1.32% | 1.94% | Q4 2018 | Q3 2023 | 20 |
Global Retirement Partners, LLC | 10 | 3 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 15 | 5 | 0.00% | 0.03% | 0.15% | Q1 2016 | Q3 2023 | 20 |
Tredje AP-fonden | 12 | 2 | 0.00% | 0.08% | 0.14% | Q4 2016 | Q1 2023 | 20 |
Nuveen Asset Management, LLC | 18 | 2 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 20 |
Paloma Partners Management Co | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q3 2021 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.26% | 0.87% | Q1 2018 | Q3 2023 | 20 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.12% | 0.38% | Q4 2016 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q1 2022 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q4 2022 | 20 |
WHITTIER TRUST CO | 14 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 20 |
CIBC WORLD MARKET INC. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 14 | 6 | 0.01% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
JUPITER ASSET MANAGEMENT LTD | 19 | 1 | 0.02% | 0.39% | 1.36% | Q1 2018 | Q3 2023 | 20 |
Rathbones Group PLC | 16 | 2 | 0.01% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.02% | 0.49% | 1.00% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2022 | 20 |
RWC ASSET ADVISORS (US) LLC | 7 | 1 | 1.60% | 7.70% | 17.54% | Q1 2016 | Q3 2023 | 19 |
JGP Global Gestao de Recursos Ltda. | 7 | 1 | 0.01% | 10.55% | 30.42% | Q3 2017 | Q3 2023 | 19 |
Utah Retirement Systems | 19 | 19 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.06% | 0.15% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
MACKENZIE FINANCIAL CORP | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
FinTrust Capital Advisors, LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.30% | 0.53% | 0.76% | Q1 2019 | Q3 2023 | 19 |
Cribstone Capital Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2022 | 19 |
PRUDENTIAL PLC | 10 | 9 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 19 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 1 | 0.00% | 0.03% | 0.28% | Q3 2013 | Q3 2023 | 19 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
AGF INVESTMENTS INC. | 13 | 6 | 0.00% | 0.11% | 0.32% | Q2 2016 | Q1 2022 | 19 |
CUMBERLAND ADVISORS INC | 12 | 7 | 0.26% | 0.59% | 1.08% | Q4 2018 | Q3 2023 | 19 |
NATIXIS | 16 | 1 | 0.00% | 0.27% | 1.21% | Q3 2017 | Q2 2023 | 19 |
RFG Advisory, LLC | 19 | 19 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q3 2023 | 19 |
M&T BANK CORP | 17 | 2 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 19 |
FRED ALGER MANAGEMENT, LLC | 19 | 19 | 0.02% | 0.54% | 2.00% | Q1 2019 | Q3 2023 | 19 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 19 | 19 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Constellation Investimentos e Participacoes Ltda | 19 | 19 | 29.96% | 50.65% | 97.69% | Q1 2019 | Q3 2023 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.00% | 0.05% | 0.15% | Q1 2019 | Q3 2023 | 19 |
BBVA USA Bancshares, Inc. | 17 | 1 | 0.01% | 0.03% | 0.05% | Q2 2015 | Q4 2020 | 19 |
Think Investments LP | 19 | 19 | 3.80% | 6.43% | 12.24% | Q1 2019 | Q3 2023 | 19 |
Lido Advisors, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Quantitative Investment Management, LLC | 6 | 1 | 0.01% | 0.19% | 0.54% | Q2 2013 | Q3 2022 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 0.40% | 1.30% | Q3 2013 | Q2 2023 | 19 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 13 | 1 | 0.03% | 0.09% | 0.14% | Q4 2014 | Q1 2022 | 19 |
Arizona State Retirement System | 15 | 3 | 0.02% | 0.11% | 0.20% | Q3 2017 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 12 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 18 |
Oribel Capital Management, LP | 8 | 1 | 0.11% | 1.16% | 2.20% | Q4 2016 | Q3 2023 | 18 |
Engineers Gate Manager LP | 6 | 1 | 0.02% | 0.20% | 0.45% | Q4 2014 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
RWC Asset Management LLP | 7 | 2 | 0.03% | 0.84% | 2.03% | Q1 2016 | Q3 2023 | 18 |
QS Investors, LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2022 | 18 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 18 | 18 | 0.21% | 7.43% | 15.10% | Q2 2019 | Q3 2023 | 18 |
Banco Santander, S.A. | 18 | 18 | 0.00% | 0.06% | 0.70% | Q2 2019 | Q3 2023 | 18 |
Meiji Yasuda Asset Management Co Ltd. | 14 | 4 | 0.02% | 0.11% | 0.26% | Q1 2019 | Q3 2023 | 18 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 18 | 18 | 0.07% | 0.22% | 0.34% | Q2 2019 | Q3 2023 | 18 |
C WorldWide Group Holding A/S | 18 | 18 | 0.00% | 0.07% | 0.24% | Q2 2019 | Q3 2023 | 18 |
First Allied Advisory Services, Inc. | 9 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2020 | 18 |
Kora Management LP | 13 | 5 | 5.46% | 12.83% | 20.14% | Q2 2016 | Q2 2021 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.10% | 0.21% | Q1 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.18% | 0.50% | Q4 2013 | Q2 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 8 | 7 | 0.06% | 47.10% | 98.86% | Q4 2019 | Q3 2023 | 17 |
WBH ADVISORY INC | 9 | 1 | 0.05% | 0.10% | 0.22% | Q3 2018 | Q3 2023 | 17 |
AE Wealth Management LLC | 16 | 1 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 17 |
DIMENSIONAL FUND ADVISORS LP | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 17 |
PineBridge Investments, L.P. | 17 | 17 | 0.01% | 0.08% | 0.15% | Q3 2019 | Q3 2023 | 17 |
Alta Park Capital, LP | 7 | 5 | 1.03% | 3.98% | 6.80% | Q4 2018 | Q3 2023 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 17 |
NEXPOINT ASSET MANAGEMENT, L.P. | 17 | 17 | 0.17% | 0.70% | 1.65% | Q3 2019 | Q3 2023 | 17 |
MARSICO CAPITAL MANAGEMENT LLC | 11 | 3 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q2 2023 | 17 |
PRUDENTIAL FINANCIAL INC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.05% | 0.19% | Q4 2018 | Q4 2022 | 17 |
AMERICAN CENTURY COMPANIES INC | 14 | 3 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 17 |
Itau Unibanco Holding S.A. | 14 | 3 | 0.00% | 0.60% | 1.40% | Q2 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.01% | 0.12% | 0.24% | Q3 2019 | Q3 2023 | 17 |
LA FINANCIERE DE L'ECHIQUIER | 17 | 17 | 0.08% | 1.21% | 1.78% | Q3 2019 | Q3 2023 | 17 |
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 17 | 17 | 0.26% | 0.56% | 1.06% | Q3 2019 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 17 |
MAVERICK CAPITAL LTD | 11 | 1 | 0.00% | 0.63% | 1.64% | Q1 2015 | Q3 2023 | 17 |
AMF Tjanstepension AB | 16 | 1 | 0.10% | 0.21% | 0.62% | Q2 2019 | Q3 2023 | 17 |
Ithaka Group | 17 | 17 | 1.24% | 2.00% | 2.73% | Q3 2019 | Q3 2023 | 17 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 8 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
VAN ECK ASSOCIATES CORP | 15 | 2 | 0.00% | 0.24% | 0.67% | Q4 2016 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 17 |
AdvisorNet Financial, Inc | 17 | 17 | 0.00% | 0.05% | 0.14% | Q3 2019 | Q3 2023 | 17 |
BROWN ADVISORY INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Nationwide Fund Advisors | 10 | 7 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.11% | 0.19% | 0.29% | Q2 2017 | Q2 2021 | 17 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 3 | 0.00% | 0.06% | 0.18% | Q1 2019 | Q3 2023 | 17 |
DELTEC ASSET MANAGEMENT LLC | 17 | 17 | 0.44% | 0.77% | 1.14% | Q3 2019 | Q3 2023 | 17 |
WISCONSIN CAPITAL MANAGEMENT LLC | 15 | 1 | 0.80% | 2.67% | 3.87% | Q3 2019 | Q3 2023 | 16 |
Old Well Partners, LLC | 16 | 16 | 7.03% | 9.69% | 13.32% | Q4 2019 | Q3 2023 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.22% | 0.41% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Carroll Financial Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2021 | 16 |
Harvest Fund Management Co., Ltd | 13 | 3 | 0.00% | 0.03% | 0.12% | Q1 2019 | Q3 2023 | 16 |
FEDERATED HERMES, INC. | 16 | 16 | 0.03% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Private Advisor Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 16 |
Dorsal Capital Management, LP | 8 | 7 | 1.36% | 5.42% | 9.35% | Q2 2018 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 14 | 2 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Marcho Partners LLP | 16 | 16 | 4.39% | 13.05% | 25.89% | Q4 2019 | Q3 2023 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 11 | 1 | 0.00% | 0.47% | 1.33% | Q4 2013 | Q3 2023 | 16 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 15 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 16 |
Cetera Advisor Networks LLC | 14 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 16 |
Larson Financial Group LLC | 12 | 4 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q1 2023 | 16 |
NewEdge Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.01% | 0.04% | 0.06% | Q3 2015 | Q2 2019 | 16 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.10% | 0.26% | Q3 2016 | Q3 2023 | 16 |
OneDigital Investment Advisors LLC | 7 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 16 |
Laurel Wealth Advisors, Inc. | 16 | 16 | 0.04% | 0.12% | 0.32% | Q1 2019 | Q4 2022 | 16 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q4 2020 | 16 |
Beacon Pointe Advisors, LLC | 12 | 1 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 16 |
SG3 Management, LLC | 9 | 9 | 0.00% | 0.30% | 1.10% | Q3 2020 | Q3 2022 | 16 |
Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Lindbrook Capital, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.07% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Aspire Private Capital, LLC | 9 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.06% | 0.28% | 0.79% | Q1 2012 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.14% | 1.02% | 2.65% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Verde Servicos Internacionais S.A. | 12 | 1 | 0.17% | 6.06% | 20.26% | Q4 2016 | Q3 2023 | 16 |
Hitchwood Capital Management LP | 12 | 4 | 1.16% | 2.00% | 3.00% | Q1 2017 | Q4 2021 | 16 |
SALEM INVESTMENT COUNSELORS INC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 16 |
PRIVATE CAPITAL MANAGEMENT LLC | 8 | 2 | 0.13% | 0.22% | 0.43% | Q1 2019 | Q3 2023 | 16 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.32% | 0.75% | Q4 2015 | Q2 2023 | 16 |
CSS LLC/IL | 8 | 6 | 0.00% | 0.05% | 0.11% | Q1 2015 | Q4 2019 | 16 |
Fundsmith | 16 | 16 | 0.03% | 0.09% | 0.16% | Q4 2018 | Q3 2022 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.16% | 0.31% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Compagnie Lombard Odier SCmA | 12 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 16 |
Treasurer of the State of North Carolina | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
SCOTIA CAPITAL INC. | 8 | 2 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 15 |
Ellevest, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 15 | 15 | 0.01% | 0.07% | 0.13% | Q2 2020 | Q4 2023 | 15 |
OPPENHEIMER & CO INC | 13 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.07% | 0.15% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Kemnay Advisory Services Inc. | 14 | 1 | 0.49% | 3.89% | 5.91% | Q3 2019 | Q3 2023 | 15 |
Lee Financial Co | 14 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2021 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 15 |
WINTON GROUP Ltd | 12 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q1 2023 | 15 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q4 2017 | 15 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2020 | 15 |
GRIFFIN ASSET MANAGEMENT, INC. | 15 | 15 | 0.06% | 0.23% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Belpointe Asset Management LLC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 15 |
HARVEY CAPITAL MANAGEMENT INC | 15 | 15 | 0.41% | 0.74% | 1.12% | Q1 2020 | Q3 2023 | 15 |
SVB WEALTH LLC | 12 | 3 | 0.01% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
MEITAV INVESTMENT HOUSE LTD | 15 | 15 | 0.04% | 0.34% | 0.81% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 13 | 2 | 0.03% | 0.28% | 1.15% | Q2 2019 | Q3 2023 | 15 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
Cetera Investment Advisers | 12 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
VELT Partners Investimentos Ltda. | 8 | 7 | 11.61% | 41.95% | 86.15% | Q4 2019 | Q3 2023 | 15 |
PUTNAM INVESTMENTS LLC | 15 | 15 | 0.01% | 0.08% | 0.28% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 10 | 1 | 0.00% | 0.02% | 0.15% | Q3 2016 | Q1 2023 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.05% | 0.17% | 0.43% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Parkside Financial Bank & Trust | 13 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 15 |
Knights of Columbus Asset Advisors LLC | 15 | 15 | 0.18% | 0.44% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Redpoint Investment Management Pty Ltd | 15 | 15 | 0.01% | 0.11% | 0.21% | Q1 2019 | Q3 2022 | 15 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.31% | 0.92% | Q3 2018 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 15 |
Advisory Alpha, LLC | 11 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
First Growth Investment Manager LP | 11 | 11 | 0.15% | 1.78% | 5.58% | Q4 2020 | Q2 2023 | 15 |
COMGEST GLOBAL INVESTORS S.A.S. | 15 | 15 | 0.03% | 1.40% | 3.07% | Q1 2020 | Q3 2023 | 15 |
Joel Isaacson & Co., LLC | 14 | 1 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 15 |
BW Gestao de Investimentos Ltda. | 15 | 15 | 1.21% | 4.16% | 7.95% | Q4 2019 | Q2 2023 | 15 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.08% | 0.12% | 0.19% | Q2 2019 | Q3 2023 | 15 |
Moneda S.A. Administradora General de Fondos | 14 | 1 | 2.32% | 10.97% | 19.78% | Q4 2019 | Q3 2023 | 15 |
Grandview Asset Management LLC | 14 | 14 | 0.13% | 0.28% | 0.61% | Q2 2020 | Q3 2023 | 14 |
Natixis Investment Managers International | 12 | 2 | 0.00% | 0.34% | 1.43% | Q2 2018 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 8 | 2 | 0.03% | 0.08% | 0.21% | Q4 2016 | Q3 2023 | 14 |
Alpha Omega Wealth Management LLC | 8 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MARSHALL WACE, LLP | 5 | 4 | 0.00% | 0.15% | 0.74% | Q1 2016 | Q3 2023 | 14 |
DUMAC, INC. | 9 | 5 | 0.04% | 0.57% | 2.74% | Q4 2016 | Q4 2021 | 14 |
Legato Capital Management LLC | 12 | 2 | 0.08% | 0.25% | 0.44% | Q4 2019 | Q3 2023 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.29% | 0.45% | 0.78% | Q2 2013 | Q3 2016 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2018 | 14 |
Quadrature Capital Ltd | 4 | 1 | 0.06% | 0.75% | 1.86% | Q3 2016 | Q2 2023 | 14 |
COMMONWEALTH BANK OF AUSTRALIA | 10 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 14 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 9 | 5 | 2.40% | 16.55% | 49.63% | Q4 2019 | Q3 2023 | 14 |
Dynamic Advisor Solutions LLC | 13 | 13 | 0.00% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 14 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.68% | 1.85% | Q1 2018 | Q3 2023 | 14 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Close Asset Management Ltd | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 14 |
BLACKROCK ADVISORS LLC | 9 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.08% | 0.13% | 0.29% | Q2 2020 | Q3 2023 | 14 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 13 | 1 | 0.08% | 0.39% | 0.62% | Q1 2020 | Q3 2023 | 14 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q2 2019 | 14 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 13 | 1 | 0.00% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 14 |
LS Investment Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Reynders McVeigh Capital Management, LLC | 14 | 14 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.10% | 0.45% | 1.00% | Q4 2018 | Q1 2022 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.00% | 0.03% | 0.07% | Q3 2020 | Q4 2023 | 14 |
BERKSHIRE CAPITAL HOLDINGS INC | 14 | 14 | 0.00% | 2.60% | 4.88% | Q2 2020 | Q3 2023 | 14 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
X-Square Capital, LLC | 14 | 14 | 0.57% | 0.93% | 1.34% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
RMR Wealth Builders | 7 | 1 | 0.05% | 0.19% | 0.44% | Q4 2019 | Q3 2023 | 14 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 14 |
ALTA CAPITAL MANAGEMENT LLC/ | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 14 | 14 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
MSI Financial Services Inc | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 4 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.47% | 0.86% | 1.25% | Q4 2018 | Q1 2022 | 14 |
Cable Hill Partners, LLC | 8 | 3 | 0.00% | 0.04% | 0.16% | Q3 2017 | Q3 2023 | 14 |
Bellecapital International Ltd. | 14 | 14 | 0.24% | 1.04% | 2.87% | Q2 2020 | Q3 2023 | 14 |
Xact Kapitalforvaltning AB | 14 | 14 | 0.02% | 0.07% | 0.11% | Q4 2016 | Q1 2020 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.06% | 0.11% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Sheaff Brock Investment Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q4 2022 | 13 |
Tidal Investments LLC | 12 | 1 | 0.01% | 0.15% | 0.45% | Q2 2020 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 13 |
Vident Investment Advisory, LLC | 9 | 2 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Marshall Wace North America L.P. | 7 | 1 | 0.00% | 0.11% | 0.55% | Q2 2013 | Q3 2021 | 13 |
BlackRock Fund Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.04% | 0.20% | 0.37% | Q2 2013 | Q4 2019 | 13 |
Veritable, L.P. | 9 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 13 |
BlueMar Capital Management, LLC | 8 | 1 | 0.53% | 1.23% | 2.78% | Q1 2019 | Q3 2023 | 13 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2022 | 13 |
Absoluto Partners Gestao de Recursos Ltda | 12 | 12 | 0.05% | 31.72% | 48.67% | Q4 2020 | Q3 2023 | 13 |
True North Advisors, LLC | 8 | 5 | 0.06% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.11% | 0.22% | Q3 2017 | Q2 2022 | 13 |
COLUMBUS CIRCLE INVESTORS | 7 | 2 | 0.19% | 0.46% | 1.16% | Q2 2017 | Q4 2020 | 13 |
Abbot Financial Management, Inc. | 12 | 1 | 0.13% | 0.25% | 0.37% | Q2 2020 | Q3 2023 | 13 |
First Heartland Consultants, Inc. | 13 | 13 | 0.02% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 10 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 13 |
OAK ASSOCIATES LTD /OH/ | 12 | 1 | 0.10% | 0.15% | 0.24% | Q2 2013 | Q3 2016 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
AMS Capital Ltda | 13 | 13 | 5.84% | 17.10% | 34.55% | Q2 2019 | Q2 2022 | 13 |
Meiji Yasuda Life Insurance Co | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Moisand Fitzgerald Tamayo, LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.29% | 0.66% | 1.05% | Q3 2020 | Q3 2023 | 13 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 12 | 1 | 0.03% | 0.37% | 0.58% | Q1 2013 | Q4 2017 | 13 |
Freestone Capital Holdings, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Chapman Investment Management, LLC | 13 | 13 | 1.61% | 3.58% | 4.85% | Q3 2020 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.02% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 13 |
JCIC Asset Management Inc. | 13 | 13 | 0.01% | 0.53% | 0.81% | Q3 2020 | Q3 2023 | 13 |
Norinchukin Bank, The | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Lone Pine Capital | 10 | 3 | 0.89% | 2.46% | 3.82% | Q3 2017 | Q1 2021 | 13 |
Sequoia Financial Advisors, LLC | 8 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
Front Row Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BI Asset Management Fondsmaeglerselskab A/S | 13 | 13 | 0.00% | 0.10% | 0.38% | Q3 2020 | Q3 2023 | 13 |
EXANE DERIVATIVES | 13 | 13 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q2 2022 | 13 |
Capital Analysts, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 0.06% | 0.25% | Q3 2018 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.04% | 0.09% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 10 | 3 | 0.02% | 0.10% | 0.26% | Q2 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q2 2023 | 13 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.10% | 0.71% | Q4 2013 | Q3 2023 | 13 |
Seven Post Investment Office LP | 8 | 5 | 0.08% | 0.11% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Virtu Financial LLC | 5 | 1 | 0.02% | 0.23% | 0.54% | Q3 2017 | Q3 2023 | 13 |
Gerber Kawasaki Wealth & Investment Management | 13 | 13 | 0.02% | 0.16% | 0.44% | Q3 2020 | Q3 2023 | 13 |
Venturi Wealth Management, LLC | 10 | 3 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 13 |
TEACHERS ADVISORS, LLC | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 13 |
Investidor Profissional Gestao de Recursos Ltda. | 9 | 4 | 1.28% | 5.29% | 9.45% | Q4 2017 | Q1 2022 | 13 |
Dorsey Wright & Associates | 11 | 2 | 0.10% | 1.18% | 1.69% | Q3 2018 | Q3 2023 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 5 | 0.02% | 0.47% | 0.81% | Q2 2018 | Q4 2022 | 12 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Foster Victor Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.12% | 0.21% | Q2 2019 | Q2 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Janney Capital Management LLC | 12 | 12 | 0.44% | 0.70% | 0.92% | Q4 2020 | Q3 2023 | 12 |
NAVELLIER & ASSOCIATES INC | 11 | 1 | 0.00% | 0.02% | 0.07% | Q3 2016 | Q3 2019 | 12 |
Ilmarinen Mutual Pension Insurance Co | 9 | 3 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Wealthspire Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 12 |
Calamos Wealth Management LLC | 8 | 4 | 0.02% | 0.11% | 0.24% | Q1 2020 | Q3 2023 | 12 |
Catalyst Capital Advisors LLC | 12 | 12 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.21% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Sigma Planning Corp | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 4 | 0.00% | 0.16% | 0.59% | Q1 2020 | Q2 2023 | 12 |
Mount Yale Investment Advisors, LLC | 7 | 5 | 0.05% | 0.42% | 0.93% | Q1 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.05% | 0.36% | 1.05% | Q4 2020 | Q3 2023 | 12 |
Hardman Johnston Global Advisors LLC | 12 | 12 | 0.01% | 1.58% | 8.64% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.04% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT LP | 11 | 1 | 0.06% | 0.33% | 0.66% | Q3 2013 | Q2 2019 | 12 |
Bellevue Group AG | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 12 |
2Xideas AG | 12 | 12 | 0.66% | 1.00% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Lakehouse Capital Pty Ltd | 10 | 1 | 7.10% | 9.79% | 11.02% | Q1 2020 | Q3 2023 | 12 |
Alpha Cubed Investments, LLC | 7 | 2 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q3 2023 | 12 |
AIA Group Ltd | 12 | 12 | 0.07% | 0.22% | 0.44% | Q4 2020 | Q3 2023 | 12 |
Executive Wealth Management, LLC | 7 | 5 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q4 2021 | 12 |
Louisiana State Employees Retirement System | 12 | 12 | 0.05% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Personal Wealth Partners | 8 | 4 | 0.10% | 0.16% | 0.31% | Q1 2019 | Q1 2022 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q3 2022 | 12 |
CENTRAL SECURITIES CORP | 12 | 12 | 0.64% | 1.14% | 1.81% | Q4 2020 | Q3 2023 | 12 |
MUFG Securities EMEA plc | 6 | 1 | 0.00% | 0.03% | 0.11% | Q2 2019 | Q2 2023 | 12 |
Vanguard Capital Wealth Advisors | 12 | 12 | 0.29% | 0.41% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Nellore Capital Management LLC | 12 | 12 | 11.96% | 14.93% | 19.35% | Q4 2020 | Q3 2023 | 12 |
Pendal Group Ltd | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 12 |
Rheos Capital Works Inc. | 12 | 12 | 0.25% | 0.38% | 0.61% | Q4 2019 | Q3 2022 | 12 |
JAMES INVESTMENT RESEARCH INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 12 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.30% | 1.58% | Q4 2011 | Q4 2022 | 12 |
IPG Investment Advisors LLC | 8 | 1 | 0.08% | 0.22% | 0.44% | Q4 2018 | Q3 2023 | 12 |
Employees Retirement System of Texas | 8 | 1 | 0.02% | 0.08% | 0.19% | Q4 2016 | Q3 2023 | 12 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
PINNACLE ASSOCIATES LTD | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q4 2023 | 12 |
Essex Financial Services, Inc. | 10 | 2 | 0.02% | 0.11% | 0.17% | Q2 2014 | Q3 2023 | 12 |
Chiron Investment Management, LLC | 6 | 1 | 0.04% | 1.62% | 3.76% | Q1 2017 | Q2 2023 | 12 |
abrdn Investment Management Ltd | 12 | 12 | 0.02% | 0.08% | 0.17% | Q3 2014 | Q2 2017 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.12% | 0.22% | 0.37% | Q4 2020 | Q3 2023 | 12 |
PointState Capital LP | 6 | 1 | 0.08% | 0.74% | 1.77% | Q2 2017 | Q2 2021 | 12 |
BRINKER CAPITAL INC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2020 | 12 |
Cerity Partners LLC | 12 | 12 | 0.00% | 0.01% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Paragon Advisors, LLC | 8 | 1 | 0.23% | 1.05% | 1.76% | Q4 2019 | Q3 2023 | 12 |
Ethic Inc. | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Berkeley Capital Partners, LLC | 7 | 5 | 0.10% | 0.16% | 0.22% | Q3 2020 | Q3 2023 | 12 |
NVWM, LLC | 12 | 12 | 0.01% | 0.28% | 0.50% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 12 |
Visionary Wealth Advisors | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q2 2017 | 12 |
Cetera Advisors LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2021 | 12 |
Tarsadia Capital, LLC | 5 | 1 | 0.48% | 5.23% | 15.13% | Q4 2019 | Q2 2021 | 12 |
FineMark National Bank & Trust | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 12 |
Sharp Capital Gestora de Recursos Ltda. | 12 | 12 | 17.13% | 26.01% | 41.91% | Q4 2020 | Q3 2023 | 12 |
CLOVERFIELDS CAPITAL GROUP, LP | 12 | 12 | 0.06% | 0.16% | 0.39% | Q4 2020 | Q3 2023 | 12 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Integrated Advisors Network LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
GROUP ONE TRADING, L.P. | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 11 |
ARBOR CAPITAL MANAGEMENT LLC | 11 | 11 | 0.52% | 0.85% | 1.50% | Q2 2013 | Q4 2015 | 11 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2022 | 11 |
VIKING GLOBAL INVESTORS LP | 9 | 2 | 0.30% | 1.36% | 2.35% | Q1 2018 | Q1 2021 | 11 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 8 | 3 | 0.06% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.08% | 0.22% | 0.40% | Q1 2021 | Q3 2023 | 11 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11 | 11 | 0.00% | 0.07% | 0.33% | Q1 2021 | Q3 2023 | 11 |
QCM Cayman, Ltd. | 3 | 1 | 0.07% | 2.08% | 6.71% | Q3 2015 | Q1 2023 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.26% | 0.45% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Geneva Advisors, LLC | 7 | 4 | 0.01% | 0.13% | 0.70% | Q2 2013 | Q2 2017 | 11 |
PRIVATE TRUST CO NA | 6 | 5 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 11 |
CARRET ASSET MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 7 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q4 2022 | 11 |
Echo Street Capital Management LLC | 10 | 1 | 0.00% | 0.53% | 0.93% | Q3 2018 | Q1 2022 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2019 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 11 |
Oak Grove Capital LLC | 9 | 2 | 0.09% | 0.33% | 0.41% | Q3 2019 | Q3 2022 | 11 |
Bridgecreek Investment Management, LLC | 11 | 11 | 0.36% | 0.70% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.00% | 0.09% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Ninety One UK Ltd | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.05% | 0.19% | Q4 2013 | Q1 2018 | 11 |
JEPPSON WEALTH MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.21% | 0.32% | Q3 2020 | Q3 2023 | 11 |
CATALYST PRIVATE WEALTH, LLC | 6 | 1 | 0.10% | 0.17% | 0.24% | Q3 2020 | Q4 2023 | 11 |
HARVEST VOLATILITY MANAGEMENT LLC | 11 | 11 | 0.00% | 0.26% | 0.46% | Q4 2020 | Q2 2023 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.03% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Bellwether Advisors, LLC | 10 | 1 | 0.00% | 0.05% | 0.53% | Q4 2020 | Q3 2023 | 11 |
DnB Asset Management AS | 6 | 1 | 0.08% | 0.15% | 0.21% | Q4 2019 | Q4 2023 | 11 |
Johnson Financial Group, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Arkadios Wealth Advisors | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 11 |
Prestige Wealth Management Group LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 11 |
Edgestream Partners, L.P. | 10 | 1 | 0.02% | 0.21% | 0.46% | Q4 2019 | Q2 2023 | 11 |
TenCore Partners, LP | 9 | 2 | 1.05% | 2.65% | 4.73% | Q4 2019 | Q3 2023 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.29% | 1.56% | Q4 2014 | Q1 2023 | 11 |
Lombard Odier Asset Management (Europe) Ltd | 5 | 1 | 0.02% | 0.08% | 0.23% | Q1 2019 | Q1 2023 | 11 |
Mawer Investment Management Ltd. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 2 | 0.01% | 0.33% | 1.45% | Q4 2017 | Q2 2023 | 11 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.01% | 0.12% | 0.27% | Q3 2013 | Q3 2023 | 11 |
Bedel Financial Consulting, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Alpha Family Trust | 8 | 3 | 0.18% | 2.92% | 6.38% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q2 2020 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Balentine LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 11 |
Abbrea Capital, LLC | 6 | 1 | 0.04% | 0.07% | 0.11% | Q2 2020 | Q3 2023 | 11 |
Mutual Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Atika Capital Management LLC | 7 | 1 | 0.39% | 1.31% | 2.79% | Q1 2020 | Q3 2023 | 11 |
Echinus Advisors, LLC | 11 | 11 | 5.45% | 21.58% | 38.80% | Q3 2017 | Q1 2020 | 11 |
PERSONAL CFO SOLUTIONS, LLC | 9 | 2 | 0.04% | 0.32% | 0.67% | Q3 2019 | Q3 2023 | 11 |
MAKENA CAPITAL MANAGEMENT LLC | 7 | 3 | 0.98% | 1.86% | 3.02% | Q1 2021 | Q3 2023 | 10 |
OneAscent Financial Services LLC | 5 | 1 | 0.09% | 0.44% | 1.38% | Q2 2019 | Q2 2022 | 10 |
1623 Capital LLC | 10 | 10 | 0.63% | 1.99% | 3.10% | Q2 2020 | Q3 2022 | 10 |
Souders Financial Advisors | 8 | 2 | 0.05% | 0.11% | 0.18% | Q2 2020 | Q2 2023 | 10 |
Independent Advisor Alliance | 7 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
NZS Capital, LLC | 10 | 10 | 0.88% | 1.15% | 1.42% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 10 |
HBK Sorce Advisory LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q4 2022 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Strategic Blueprint, LLC | 10 | 10 | 0.06% | 0.11% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Polar Capital LLP | 6 | 1 | 0.00% | 0.10% | 0.32% | Q2 2013 | Q3 2020 | 10 |
Duquesne Family Office | 5 | 1 | 0.24% | 1.92% | 3.66% | Q2 2018 | Q1 2021 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.02% | 0.21% | 1.82% | Q1 2021 | Q3 2023 | 10 |
Evolutionary Tree Capital Management, LLC | 6 | 4 | 0.18% | 1.17% | 3.41% | Q4 2020 | Q3 2023 | 10 |
EQUITABLE TRUST CO | 8 | 2 | 0.02% | 0.52% | 1.01% | Q1 2020 | Q3 2023 | 10 |
MANNING & NAPIER ADVISORS LLC | 8 | 2 | 0.04% | 0.08% | 0.12% | Q2 2014 | Q1 2017 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
COZAD ASSET MANAGEMENT INC | 7 | 3 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2022 | 10 |
ALTFEST L J & CO INC | 10 | 10 | 0.11% | 0.20% | 0.30% | Q2 2021 | Q3 2023 | 10 |
NISA INVESTMENT ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
Odey Asset Management Group Ltd | 4 | 1 | 0.10% | 0.84% | 1.87% | Q1 2019 | Q4 2022 | 10 |
Genesis Investment Management, LLP | 10 | 10 | 4.30% | 10.84% | 17.19% | Q2 2021 | Q3 2023 | 10 |
Voya Financial Advisors, Inc. | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2021 | 10 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 10 | 10 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Northwest Capital Management Inc | 5 | 2 | 0.14% | 0.19% | 0.26% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.07% | 0.17% | 0.36% | Q2 2018 | Q4 2021 | 10 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 7 | 3 | 0.08% | 0.11% | 0.15% | Q3 2020 | Q3 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2022 | 10 |
AXS Investments LLC | 8 | 2 | 0.26% | 0.56% | 1.34% | Q1 2021 | Q3 2023 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
RELIANCE TRUST CO OF DELAWARE | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2019 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
COLDSTREAM CAPITAL MANAGEMENT INC | 7 | 3 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2021 | 10 |
Stokes Family Office, LLC | 7 | 3 | 0.03% | 0.09% | 0.18% | Q4 2020 | Q3 2023 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 6 | 1 | 1.27% | 3.02% | 4.75% | Q1 2016 | Q1 2023 | 10 |
CEDAR CAPITAL, LLC | 7 | 3 | 0.17% | 0.58% | 1.45% | Q1 2018 | Q3 2020 | 10 |
ING GROEP NV | 3 | 1 | 0.00% | 0.04% | 0.23% | Q2 2017 | Q3 2023 | 10 |
Polen Capital Management | 10 | 10 | 0.05% | 0.10% | 0.18% | Q2 2021 | Q3 2023 | 10 |
HARDING LOEVNER LP | 5 | 1 | 0.00% | 0.61% | 0.94% | Q4 2015 | Q3 2022 | 10 |
Regal Investment Advisors LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2013 | Q1 2019 | 10 |
Analyst IMS Investment Management Services Ltd. | 10 | 10 | 0.04% | 0.08% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.12% | 0.27% | Q1 2014 | Q4 2022 | 10 |
Baystate Wealth Management LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
NUCLEO CAPITAL LTDA. | 6 | 4 | 13.33% | 41.94% | 100.00% | Q2 2020 | Q3 2023 | 10 |
Vestcor Inc | 10 | 10 | 0.02% | 0.05% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Zenit Asset Management AB | 9 | 1 | 0.68% | 3.55% | 7.52% | Q2 2013 | Q4 2015 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
HALL LAURIE J TRUSTEE | 7 | 3 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 10 |
Institute for Wealth Management, LLC. | 10 | 10 | 0.04% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.14% | 0.57% | Q2 2017 | Q3 2023 | 10 |
Hidden Lake Asset Management LP | 8 | 2 | 1.16% | 5.92% | 13.48% | Q2 2020 | Q3 2023 | 10 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.39% | 1.64% | 4.94% | Q4 2017 | Q3 2022 | 9 |
ACG Wealth | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q2 2015 | 9 |
PIER 88 INVESTMENT PARTNERS LLC | 8 | 1 | 0.06% | 0.19% | 0.63% | Q2 2017 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.56% | 1.44% | 2.90% | Q4 2021 | Q4 2023 | 9 |
Hilltop Holdings Inc. | 4 | 2 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 9 |
CAAS CAPITAL MANAGEMENT LP | 3 | 1 | 0.05% | 0.18% | 0.29% | Q2 2021 | Q3 2022 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2021 | 9 |
Leucadia National | 4 | 4 | 0.00% | 0.02% | 0.08% | Q4 2022 | Q3 2023 | 9 |
Parametrica Management Ltd | 4 | 1 | 0.11% | 1.51% | 4.78% | Q1 2017 | Q3 2023 | 9 |
TIGER GLOBAL MANAGEMENT LLC | 7 | 2 | 0.60% | 1.29% | 2.31% | Q4 2016 | Q3 2019 | 9 |
United Asset Strategies, Inc. | 7 | 2 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 9 |
DELTA LLOYD NV | 8 | 1 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.11% | 0.32% | Q2 2021 | Q3 2023 | 9 |
GQG Partners LLC | 5 | 4 | 1.85% | 4.22% | 7.79% | Q4 2016 | Q4 2020 | 9 |
EAGLE GLOBAL ADVISORS LLC | 9 | 9 | 0.12% | 0.23% | 0.32% | Q1 2020 | Q1 2022 | 9 |
Mercer Investments LLC | 9 | 9 | 5.46% | 7.18% | 9.14% | Q3 2021 | Q3 2023 | 9 |
RHUMBLINE ADVISERS | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
Roble, Belko & Company, Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MADISON WEALTH MANAGEMENT | 9 | 9 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q3 2022 | 9 |
Psagot Value Holdings Ltd. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2021 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 9 |
Redwood Investments, LLC | 9 | 9 | 0.14% | 0.31% | 0.50% | Q3 2021 | Q3 2023 | 9 |
Anabranch Capital Management, LP | 9 | 9 | 6.35% | 8.99% | 17.66% | Q4 2020 | Q4 2022 | 9 |
Athanor Capital, LP | 9 | 9 | 0.09% | 0.48% | 0.72% | Q2 2019 | Q2 2021 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.08% | 0.12% | 0.24% | Q3 2021 | Q3 2023 | 9 |
MARSHALL WACE ASIA Ltd | 7 | 1 | 0.00% | 0.36% | 1.01% | Q1 2017 | Q3 2021 | 9 |
Verdence Capital Advisors LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.24% | 0.45% | 0.69% | Q3 2021 | Q3 2023 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2021 | 9 |
AHL Partners LLP | 4 | 2 | 0.01% | 0.06% | 0.21% | Q1 2015 | Q4 2017 | 9 |
Kingsview Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Oxbow Advisors, LLC | 5 | 4 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 9 |
David J Yvars Group | 6 | 3 | 0.14% | 0.89% | 2.57% | Q4 2020 | Q3 2023 | 9 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.24% | 1.21% | Q4 2017 | Q3 2023 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.01% | 0.05% | 0.19% | Q1 2016 | Q1 2018 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.04% | 0.10% | Q1 2021 | Q1 2023 | 9 |
ORBIS HOLDINGS LTD | 5 | 4 | 0.26% | 0.64% | 0.91% | Q2 2013 | Q4 2015 | 9 |
Ranch Capital Advisors Inc. | 6 | 3 | 0.16% | 0.20% | 0.24% | Q4 2020 | Q3 2023 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.15% | 0.25% | Q3 2021 | Q2 2023 | 9 |
CAROLINAS WEALTH CONSULTING LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
B. Riley Wealth Management, Inc. | 9 | 9 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Accuvest Global Advisors | 6 | 1 | 0.04% | 0.72% | 1.61% | Q2 2020 | Q3 2023 | 9 |
Americana Partners, LLC | 8 | 1 | 0.01% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 9 |
Cartica Management, LLC | 9 | 9 | 10.08% | 11.92% | 14.32% | Q4 2020 | Q4 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.07% | 0.32% | Q3 2020 | Q3 2022 | 9 |
SteelPeak Wealth, LLC | 7 | 2 | 0.01% | 0.09% | 0.35% | Q3 2020 | Q3 2023 | 9 |
MENORA MIVTACHIM HOLDINGS LTD. | 7 | 2 | 0.00% | 0.62% | 1.28% | Q2 2013 | Q4 2019 | 9 |
Empowered Funds, LLC | 6 | 1 | 0.03% | 0.18% | 0.51% | Q2 2017 | Q3 2023 | 9 |
Blume Capital Management, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
WAYCROSS PARTNERS, LLC | 9 | 9 | 0.15% | 0.50% | 0.87% | Q3 2021 | Q3 2023 | 9 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.04% | 0.39% | 1.23% | Q1 2014 | Q1 2016 | 9 |
Carnegie Capital Asset Management, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 9 |
Cherry Creek Investment Advisors, Inc. | 5 | 4 | 0.20% | 0.26% | 0.34% | Q2 2021 | Q3 2023 | 9 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.05% | 0.33% | 1.39% | Q1 2014 | Q2 2019 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.09% | 0.40% | Q4 2014 | Q3 2020 | 9 |
BlackRock Investment Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 9 |
Covenant Partners, LLC | 8 | 1 | 0.16% | 0.65% | 0.92% | Q1 2020 | Q3 2023 | 9 |
Tekne Capital Management, LLC | 9 | 9 | 0.31% | 0.59% | 0.77% | Q2 2021 | Q2 2023 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.00% | 0.06% | 0.18% | Q3 2019 | Q3 2023 | 9 |
Orbis Allan Gray Ltd | 9 | 9 | 0.57% | 1.77% | 3.28% | Q1 2016 | Q1 2018 | 9 |
Sculptor Capital LP | 2 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2022 | 9 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 9 | 0.01% | 0.01% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Apex Capital Management | 5 | 4 | 0.93% | 1.40% | 2.07% | Q2 2013 | Q1 2016 | 9 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.04% | 0.21% | 0.49% | Q1 2020 | Q3 2023 | 8 |
PARNASSUS INVESTMENTS, LLC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Solstein Capital, LLC | 4 | 2 | 0.01% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 8 |
J.Safra Asset Management Corp | 4 | 4 | 0.00% | 0.17% | 0.42% | Q3 2020 | Q3 2023 | 8 |
BESSEMER SECURITIES LLC | 8 | 8 | 0.20% | 0.38% | 0.63% | Q4 2021 | Q3 2023 | 8 |
TOBAM | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Bollard Group LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 8 |
Sonen Capital LLC | 8 | 8 | 0.63% | 1.22% | 1.47% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q1 2023 | 8 |
Wesleyan Assurance Society | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
IEQ CAPITAL, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 8 |
Timber Creek Capital Management LLC | 8 | 8 | 0.72% | 1.10% | 1.52% | Q4 2021 | Q3 2023 | 8 |
Woodline Partners LP | 3 | 1 | 0.01% | 0.30% | 0.78% | Q1 2020 | Q3 2023 | 8 |
Airain ltd | 3 | 1 | 0.04% | 0.25% | 0.46% | Q2 2013 | Q2 2017 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 8 | 8 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q1 2021 | 8 |
DSAM Partners (London) Ltd | 6 | 2 | 0.37% | 1.06% | 2.38% | Q1 2019 | Q2 2021 | 8 |
STANSBERRY ASSET MANAGEMENT, LLC | 7 | 1 | 0.17% | 0.28% | 0.57% | Q3 2021 | Q3 2023 | 8 |
Arisaig Partners (Asia) Pte Ltd. | 8 | 8 | 19.74% | 26.27% | 29.88% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
TD Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.08% | 0.28% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.05% | 0.35% | Q3 2010 | Q2 2019 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Grandeur Peak Global Advisors, LLC | 8 | 8 | 0.14% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Truxt Investmentos Ltda. | 5 | 1 | 8.63% | 19.81% | 27.02% | Q1 2021 | Q3 2023 | 8 |
Veracity Capital LLC | 8 | 8 | 0.07% | 0.14% | 0.24% | Q4 2019 | Q3 2021 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Perpetual Investment Management Ltd | 8 | 8 | 0.09% | 0.18% | 0.32% | Q1 2021 | Q4 2022 | 8 |
Krilogy Financial LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
WOLFF WIESE MAGANA LLC | 7 | 1 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.02% | 0.43% | 1.06% | Q3 2021 | Q3 2023 | 8 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.00% | 0.11% | 0.34% | Q2 2014 | Q2 2023 | 8 |
Legal Advantage Investments, Inc. | 4 | 4 | 0.35% | 0.64% | 1.04% | Q4 2020 | Q3 2023 | 8 |
Proem Advisors LLC | 8 | 8 | 8.64% | 12.32% | 16.16% | Q4 2020 | Q3 2022 | 8 |
Tradition Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
First Trust Direct Indexing L.P. | 4 | 1 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Pearl River Capital, LLC | 4 | 1 | 0.12% | 0.29% | 0.60% | Q1 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 4 | 4 | 0.15% | 0.34% | 0.76% | Q4 2020 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.01% | 0.03% | 0.13% | Q4 2017 | Q3 2021 | 8 |
Hudson Portfolio Management LLC | 8 | 8 | 0.21% | 0.42% | 0.54% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.14% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.37% | 0.58% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Flight Deck Capital, LP | 8 | 8 | 8.51% | 10.51% | 14.81% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Wealth, LLC | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 8 |
ICICI Prudential Asset Management Co Ltd | 8 | 8 | 0.05% | 0.72% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Group, LLC | 4 | 1 | 0.18% | 0.23% | 0.29% | Q2 2021 | Q3 2023 | 8 |
Goodman Advisory Group, LLC | 8 | 8 | 0.05% | 0.33% | 1.10% | Q4 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SPX Gestao de Recursos Ltda | 4 | 1 | 0.59% | 3.33% | 10.60% | Q1 2014 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.22% | 0.54% | Q4 2020 | Q3 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.23% | 0.36% | 0.50% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.31% | 0.45% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Perennial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2021 | 8 |
Lane Generational LLC | 8 | 8 | 3.09% | 4.90% | 6.12% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.04% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
GenTrust, LLC | 6 | 2 | 0.28% | 0.48% | 0.84% | Q3 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 1.07% | 1.52% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 1.33% | 2.14% | 2.95% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q4 2020 | 8 |
In-Depth Partners, LLC | 8 | 8 | 6.30% | 8.81% | 11.18% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gardiner Nancy B | 8 | 8 | 0.54% | 0.71% | 1.09% | Q3 2018 | Q2 2020 | 8 |
GM Advisory Group, LLC | 8 | 8 | 0.07% | 0.09% | 0.12% | Q2 2020 | Q1 2022 | 8 |
Seaport Global Advisors, LLC | 8 | 8 | 0.53% | 1.20% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.16% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Wunderlich Capital Managemnt | 8 | 8 | 0.10% | 0.19% | 0.28% | Q2 2020 | Q1 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Clal Insurance Enterprises Holdings Ltd | 8 | 8 | 0.28% | 0.40% | 0.54% | Q2 2021 | Q1 2023 | 8 |
Granite Point Capital Management, L.P. | 8 | 8 | 0.06% | 0.30% | 0.92% | Q2 2021 | Q1 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.05% | 0.36% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Dakota Wealth Management | 3 | 1 | 0.03% | 0.22% | 1.08% | Q2 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BP PLC | 6 | 2 | 0.04% | 0.09% | 0.16% | Q1 2018 | Q2 2021 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Magnetar Financial LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 8 |
HMS Capital Management, LLC | 3 | 2 | 0.07% | 0.12% | 0.23% | Q2 2018 | Q4 2020 | 8 |
Copperwynd Financial, LLC | 6 | 2 | 0.50% | 1.89% | 4.18% | Q4 2017 | Q3 2021 | 8 |
Altshuler Shaham Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 8 |
Leisure Capital Management | 8 | 8 | 0.11% | 0.20% | 0.33% | Q2 2020 | Q1 2022 | 8 |
Malaga Cove Capital, LLC | 8 | 8 | 0.15% | 0.23% | 0.32% | Q4 2021 | Q3 2023 | 8 |
CRITERION CAPITAL MANAGEMENT LLC | 5 | 1 | 0.16% | 3.29% | 6.31% | Q3 2013 | Q3 2018 | 8 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 8 |
CURIAN CAPITAL LLC | 5 | 3 | 0.10% | 0.14% | 0.19% | Q3 2013 | Q4 2015 | 8 |
Skye Global Management LP | 5 | 1 | 0.04% | 0.42% | 0.97% | Q1 2019 | Q1 2023 | 8 |
WHITTIER TRUST CO OF NEVADA INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2015 | 8 |
ADELL HARRIMAN & CARPENTER INC | 5 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
TRILOGY GLOBAL ADVISORS LP | 4 | 4 | 0.13% | 0.34% | 0.79% | Q4 2013 | Q3 2016 | 8 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 8 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 5.65% | 8.79% | 13.28% | Q4 2020 | Q3 2022 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 1 | 0.11% | 0.23% | 0.45% | Q4 2014 | Q2 2019 | 8 |
Somerset Capital Management LLP | 4 | 4 | 0.06% | 6.88% | 14.88% | Q1 2021 | Q4 2023 | 8 |
Tradewinds Capital Management, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 8 | 8 | 0.06% | 0.13% | 0.25% | Q4 2021 | Q3 2023 | 8 |
BlackRock Japan Co. Ltd | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 8 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.02% | 1.38% | 6.18% | Q3 2016 | Q3 2020 | 8 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 8 |
American Beacon Advisors, Inc. | 7 | 1 | 7.56% | 9.72% | 11.14% | Q1 2020 | Q1 2022 | 8 |
CONNABLE OFFICE INC | 7 | 1 | 0.11% | 0.25% | 0.36% | Q1 2020 | Q3 2023 | 8 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 7 | 1 | 0.36% | 1.39% | 3.57% | Q2 2020 | Q4 2022 | 8 |
Traynor Capital Management, Inc. | 4 | 1 | 0.03% | 0.53% | 1.37% | Q2 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PROVIDA PENSION FUND ADMINISTRATOR | 5 | 3 | 0.00% | 0.83% | 3.51% | Q1 2020 | Q1 2022 | 8 |
Perpetual Ltd | 4 | 1 | 0.05% | 0.57% | 2.63% | Q3 2016 | Q3 2023 | 8 |
Liontrust Investment Partners LLP | 5 | 3 | 0.02% | 0.19% | 0.45% | Q3 2021 | Q3 2023 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 7 | 7 | 0.01% | 0.05% | 0.11% | Q1 2019 | Q3 2020 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 7 |
ROBERTS GLORE & CO INC /IL/ | 7 | 7 | 0.18% | 0.35% | 0.49% | Q1 2022 | Q3 2023 | 7 |
HILLMAN CO | 7 | 7 | 4.50% | 14.18% | 21.04% | Q3 2018 | Q1 2020 | 7 |
MAI Capital Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
TRUST CO OF VERMONT | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 5 | 2 | 0.00% | 0.17% | 0.68% | Q2 2013 | Q3 2022 | 7 |
GUARDIAN CAPITAL LP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2017 | 7 |
WRAPMANAGER INC | 4 | 1 | 0.06% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 7 |
Watershed Asset Management, L.L.C. | 7 | 7 | 0.85% | 1.62% | 2.17% | Q4 2021 | Q2 2023 | 7 |
Covington Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
STONNINGTON GROUP, LLC | 5 | 1 | 0.03% | 0.19% | 0.42% | Q1 2021 | Q1 2023 | 7 |
BRIGHTON JONES LLC | 4 | 3 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 7 |
MENTA CAPITAL LLC | 4 | 1 | 0.08% | 0.16% | 0.26% | Q3 2014 | Q3 2017 | 7 |
Arlington Partners LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 7 |
Baker Avenue Asset Management, LP | 6 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2021 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 6 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 7 |
HRT FINANCIAL LP | 5 | 1 | 0.02% | 0.05% | 0.16% | Q1 2019 | Q2 2023 | 7 |
ETRADE Capital Management LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 7 |
BSW Wealth Partners | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 7 |
INCA Investments LLC | 7 | 7 | 3.50% | 9.40% | 12.86% | Q1 2022 | Q3 2023 | 7 |
GAVEA INVESTIMENTOS LTDA | 7 | 7 | 15.58% | 31.10% | 48.70% | Q1 2021 | Q3 2022 | 7 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.09% | 0.26% | 0.51% | Q2 2017 | Q3 2023 | 7 |
MONEDA USA, INC. | 7 | 7 | 8.40% | 12.90% | 18.39% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.05% | 0.12% | Q1 2019 | Q2 2022 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.08% | 0.10% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Knowledge Leaders Capital, LLC | 4 | 3 | 0.24% | 0.60% | 1.23% | Q2 2021 | Q1 2023 | 7 |
Waverly Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Parkwood LLC | 4 | 1 | 0.05% | 0.41% | 0.71% | Q2 2019 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.20% | 1.01% | Q2 2017 | Q3 2022 | 7 |
MCF Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q4 2011 | Q3 2023 | 7 |
EverPoint Asset Management, LLC | 3 | 3 | 0.04% | 0.27% | 0.72% | Q2 2014 | Q3 2016 | 7 |
CIDEL ASSET MANAGEMENT INC | 7 | 7 | 0.27% | 0.46% | 0.64% | Q1 2022 | Q3 2023 | 7 |
NorthRock Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 7 |
Apertura Capital, LLC | 4 | 3 | 0.52% | 2.99% | 7.80% | Q4 2016 | Q3 2018 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2021 | 7 |
First Personal Financial Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Zions Bancorporation | 4 | 1 | 0.00% | 0.05% | 0.18% | Q1 2016 | Q3 2018 | 7 |
Resonate Capital, LLC | 7 | 7 | 2.32% | 4.69% | 6.86% | Q4 2021 | Q2 2023 | 7 |
ANTIPODES PARTNERS Ltd | 7 | 7 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q4 2022 | 7 |
ThornTree Capital Partners LP | 7 | 7 | 4.23% | 6.14% | 8.56% | Q1 2022 | Q3 2023 | 7 |
WP Advisors, LLC | 7 | 7 | 0.19% | 0.25% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Tamar Securities, LLC | 3 | 1 | 0.02% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2021 | 7 |
Emerson Point Capital LP | 6 | 1 | 0.20% | 0.74% | 2.61% | Q3 2020 | Q3 2022 | 7 |
Blueshift Asset Management, LLC | 3 | 1 | 0.03% | 0.10% | 0.26% | Q4 2019 | Q2 2023 | 7 |
Triumph Capital Management | 5 | 1 | 0.10% | 0.29% | 0.48% | Q2 2021 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 7 |
Avitas Wealth Management LLC | 5 | 2 | 0.14% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 7 |
WELD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.11% | 0.30% | 0.59% | Q2 2019 | Q4 2020 | 7 |
O'Dell Group, LLC | 5 | 2 | 0.01% | 0.04% | 0.10% | Q3 2021 | Q3 2023 | 7 |
MMBG INVESTMENT ADVISORS CO. | 7 | 7 | 0.02% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.08% | 0.22% | Q3 2020 | Q3 2023 | 7 |
Meridian Wealth Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Quilter Plc | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2021 | 7 |
Aperture Investors, LLC | 3 | 1 | 0.09% | 0.46% | 1.20% | Q4 2019 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 7 |
CVA Family Office, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Concord Wealth Partners | 7 | 7 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2022 | 7 |
Alpha Paradigm Partners, LLC | 5 | 2 | 0.00% | 0.27% | 1.68% | Q4 2020 | Q4 2022 | 7 |
XTX Topco Ltd | 4 | 3 | 0.08% | 0.17% | 0.38% | Q4 2021 | Q3 2023 | 7 |
BC Gestao de Recursos Ltda. | 7 | 7 | 26.58% | 59.55% | 79.08% | Q4 2020 | Q2 2022 | 7 |
Ardmore Road Asset Management LP | 6 | 1 | 1.07% | 5.17% | 9.22% | Q4 2021 | Q3 2023 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 1 | 0.19% | 0.38% | 0.76% | Q2 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kiron Capital Gestao de Recursos Ltda. | 7 | 7 | 17.72% | 30.05% | 35.15% | Q1 2021 | Q3 2022 | 7 |
Twelve Points Wealth Management LLC | 5 | 2 | 0.17% | 0.23% | 0.37% | Q4 2021 | Q3 2023 | 7 |
Octahedron Capital Management L.P. | 6 | 1 | 0.49% | 1.32% | 1.99% | Q4 2021 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.03% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.08% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
PFS INVESTMENTS INC. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 4 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 7 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
PARK NATIONAL CORP /OH/ | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 7 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
TRILLIUM ASSET MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
Winslow Capital Management, LLC | 3 | 1 | 0.00% | 0.56% | 1.02% | Q3 2018 | Q3 2021 | 7 |
AMALGAMATED BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GLOBEFLEX CAPITAL L P | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 7 |
VONTOBEL ASSET MANAGEMENT INC | 7 | 7 | 0.15% | 0.26% | 0.47% | Q1 2022 | Q3 2023 | 7 |
Fosun International Ltd | 4 | 1 | 0.06% | 0.11% | 0.19% | Q1 2019 | Q2 2021 | 6 |
Shilanski & Associates, Inc. | 4 | 1 | 0.13% | 0.19% | 0.26% | Q2 2019 | Q3 2022 | 6 |
Bienville Capital Management, LLC | 4 | 1 | 0.15% | 0.27% | 0.44% | Q4 2016 | Q3 2021 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.01% | 0.07% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Spark Investment Management LLC | 6 | 6 | 0.29% | 0.46% | 0.54% | Q4 2016 | Q1 2018 | 6 |
CreativeOne Wealth, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Champlain Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.15% | 0.23% | Q2 2013 | Q3 2014 | 6 |
Douglass Winthrop Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 6 | 0.44% | 0.77% | 1.97% | Q2 2020 | Q3 2021 | 6 |
ALGERT GLOBAL LLC | 6 | 6 | 0.02% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Harfst & Associates, Inc. | 6 | 6 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.05% | 0.23% | Q3 2016 | Q1 2018 | 6 |
Century Capital Management, LLC | 4 | 2 | 0.08% | 0.86% | 1.77% | Q2 2013 | Q2 2015 | 6 |
Aberdeen Wealth Management LLC | 5 | 1 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q1 2023 | 6 |
Greenwich Wealth Management LLC | 6 | 6 | 0.46% | 0.61% | 0.79% | Q2 2022 | Q3 2023 | 6 |
Investment Research & Advisory Group, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
CORNERSTONE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.26% | 1.35% | 1.80% | Q2 2014 | Q3 2015 | 6 |
Fox Point Capital Management LLC | 5 | 1 | 2.44% | 7.05% | 20.51% | Q2 2016 | Q4 2017 | 6 |
IRON Financial LLC | 6 | 6 | 0.09% | 0.12% | 0.17% | Q4 2020 | Q1 2022 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Meristem Family Wealth, LLC | 6 | 6 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
YorkBridge Wealth Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.08% | 0.22% | 0.31% | Q1 2021 | Q3 2023 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.03% | 0.43% | 1.09% | Q4 2019 | Q3 2023 | 6 |
CHASE INVESTMENT COUNSEL CORP | 6 | 6 | 0.35% | 0.56% | 0.69% | Q4 2018 | Q1 2020 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.02% | 2.31% | 5.68% | Q1 2020 | Q3 2023 | 6 |
MIROVA | 4 | 2 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 6 |
Keel Point, LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q3 2020 | Q4 2021 | 6 |
GUARDIAN CAPITAL ADVISORS LP | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2021 | 6 |
Eisler Capital (US) LLC | 2 | 1 | 0.01% | 1.09% | 6.47% | Q4 2022 | Q3 2023 | 6 |
Resurgent Financial Advisors LLC | 5 | 1 | 0.02% | 0.09% | 0.20% | Q1 2022 | Q3 2023 | 6 |
Frisch Financial Group, Inc. | 6 | 6 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q1 2022 | 6 |
Advisor OS, LLC | 6 | 6 | 0.18% | 0.22% | 0.26% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2021 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
Brinker Capital Investments, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2021 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Beech Hill Advisors, Inc. | 4 | 2 | 0.17% | 0.24% | 0.30% | Q2 2013 | Q1 2021 | 6 |
Cupps Capital Management, LLC | 3 | 3 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q2 2015 | 6 |
Twin Lakes Capital Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2016 | Q4 2021 | 6 |
SkyView Investment Advisors, LLC | 6 | 6 | 0.00% | 0.07% | 0.15% | Q4 2020 | Q1 2022 | 6 |
REGATTA CAPITAL GROUP, LLC | 4 | 2 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
FORTE CAPITAL LLC /ADV | 4 | 2 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q1 2022 | 6 |
Akaris Global Partners, LP | 6 | 6 | 7.57% | 10.39% | 12.88% | Q2 2022 | Q3 2023 | 6 |
Advisory Resource Group | 6 | 6 | 0.11% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 3 | 1 | 0.13% | 0.32% | 0.56% | Q1 2018 | Q1 2021 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 2 | 0.06% | 0.21% | 0.38% | Q4 2020 | Q1 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 6 |
Parsec Financial Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
ANGLEPOINT ASSET MANAGEMENT, LTD. | 6 | 6 | 1.02% | 1.65% | 2.44% | Q4 2019 | Q1 2021 | 6 |
Hanson & Doremus Investment Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Hamilton Wealth, LLC | 5 | 1 | 0.10% | 0.64% | 0.92% | Q1 2022 | Q3 2023 | 6 |
Cheyne Capital Management (UK) LLP | 2 | 1 | 0.89% | 1.49% | 2.45% | Q2 2019 | Q4 2021 | 6 |
Lattice Capital Management, LLC | 6 | 6 | 0.03% | 0.22% | 0.60% | Q4 2021 | Q1 2023 | 6 |
Pacifica Partners Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 6 |
State of Alaska, Department of Revenue | 4 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 5 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2017 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
RAYMOND JAMES TRUST N.A. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 6 |
Hayden Royal, LLC | 6 | 6 | 0.12% | 0.35% | 0.74% | Q3 2020 | Q4 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2019 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Strategic Wealth Partners, Ltd. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q1 2023 | 6 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.04% | 0.13% | Q3 2020 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.04% | 0.13% | 0.35% | Q4 2015 | Q2 2022 | 6 |
ROVIN CAPITAL /UT/ /ADV | 6 | 6 | 0.14% | 0.25% | 0.32% | Q1 2022 | Q2 2023 | 6 |
Lavaca Capital LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Pinnacle Wealth Planning Services, Inc. | 6 | 6 | 0.08% | 0.11% | 0.12% | Q2 2020 | Q3 2021 | 6 |
BANK HAPOALIM BM | 6 | 6 | 0.01% | 0.14% | 0.24% | Q3 2020 | Q4 2021 | 6 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.23% | 0.56% | Q3 2020 | Q2 2023 | 6 |
Jump Financial, LLC | 2 | 2 | 0.01% | 0.12% | 0.36% | Q4 2021 | Q3 2023 | 6 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.21% | 0.63% | Q1 2020 | Q3 2023 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Sciencast Management LP | 3 | 1 | 0.20% | 0.34% | 0.52% | Q1 2017 | Q3 2021 | 6 |
Coatue Management | 3 | 1 | 0.06% | 0.19% | 0.28% | Q3 2019 | Q4 2022 | 5 |
Cascabel Management LP | 4 | 1 | 2.89% | 4.12% | 6.00% | Q2 2013 | Q1 2015 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Dragoneer Investment Group | 5 | 5 | 2.04% | 2.55% | 2.96% | Q1 2018 | Q1 2019 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.03% | 0.25% | 0.73% | Q3 2015 | Q2 2019 | 5 |
HARTLINE INVESTMENT CORP/ | 2 | 1 | 0.04% | 0.41% | 1.10% | Q4 2020 | Q2 2022 | 5 |
Counsel Portfolio Services Inc. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2014 | Q2 2015 | 5 |
Resolute Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 5 |
INDUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.56% | 1.41% | 1.75% | Q2 2020 | Q3 2022 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Morningstar Investment Services LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 5 |
KOCH INDUSTRIES INC | 5 | 5 | 0.05% | 0.16% | 0.26% | Q1 2017 | Q1 2018 | 5 |
Brown Advisory Securities, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q4 2021 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.14% | 0.28% | 0.43% | Q1 2022 | Q1 2023 | 5 |
Bridgewater Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Terra Nova Asset Management LLC | 4 | 1 | 0.30% | 1.98% | 2.75% | Q4 2020 | Q3 2023 | 5 |
Tower View Wealth Management LLC | 3 | 2 | 0.01% | 0.43% | 0.77% | Q2 2019 | Q3 2023 | 5 |
PGGM Investments | 5 | 5 | 0.02% | 0.06% | 0.12% | Q3 2022 | Q3 2023 | 5 |
OneAscent Wealth Management LLC | 2 | 1 | 0.13% | 0.41% | 0.80% | Q4 2020 | Q2 2022 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.10% | 0.49% | 1.03% | Q1 2019 | Q2 2023 | 5 |
Ironsides Asset Advisors, LLC | 5 | 5 | 0.06% | 0.10% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Nippon Life Global Investors Americas, Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
BOKF, NA | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 1 | 0.05% | 0.09% | 0.13% | Q1 2019 | Q3 2021 | 5 |
Retirement Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Crewe Advisors LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 5 |
Financial Advocates Investment Management | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 5 |
VIVID FINANCIAL MANAGEMENT, INC. | 5 | 5 | 0.19% | 0.25% | 0.30% | Q4 2020 | Q4 2021 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 5 | 5 | 0.25% | 0.46% | 0.72% | Q1 2020 | Q1 2021 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Integrated Wealth Concepts LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
WESBANCO BANK INC | 5 | 5 | 0.01% | 0.07% | 0.12% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
Hudock, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Aubrey Capital Management Ltd | 3 | 2 | 5.29% | 8.13% | 10.42% | Q3 2021 | Q3 2023 | 5 |
Centre Asset Management, LLC | 5 | 5 | 1.58% | 1.78% | 2.06% | Q4 2022 | Q4 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.04% | 0.08% | 0.12% | Q3 2020 | Q4 2021 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Providence Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
180 WEALTH ADVISORS, LLC | 3 | 2 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2022 | 5 |
Investure, LLC | 5 | 5 | 1.00% | 1.84% | 3.15% | Q4 2018 | Q4 2019 | 5 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.02% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Samalin Investment Counsel, LLC | 5 | 5 | 0.16% | 0.22% | 0.28% | Q4 2020 | Q4 2021 | 5 |
Invictus RG Pte. Ltd. | 3 | 2 | 0.06% | 0.22% | 0.57% | Q2 2013 | Q2 2015 | 5 |
Alphinity Investment Management Pty Ltd | 5 | 5 | 0.35% | 2.32% | 4.94% | Q3 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2021 | 5 |
Grove Bank & Trust | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 5 |
CTC LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
GPS Wealth Strategies Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Valentine Capital Asset Management, Inc. | 5 | 5 | 0.35% | 0.45% | 0.59% | Q2 2013 | Q2 2014 | 5 |
Mirova US LLC | 5 | 5 | 1.82% | 2.33% | 3.48% | Q4 2021 | Q4 2022 | 5 |
Thomas J. Herzfeld Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q3 2014 | 5 |
Sloane Robinson LLP | 5 | 5 | 2.26% | 5.80% | 10.80% | Q3 2019 | Q3 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
First Pacific Advisors, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Wealth Alliance | 3 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.07% | 0.11% | 0.13% | Q2 2019 | Q2 2020 | 5 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.00% | 0.74% | 2.15% | Q2 2017 | Q3 2023 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.14% | 0.17% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 5 |
BANK OF HAWAII | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 5 |
STABLEFORD CAPITAL II LLC | 3 | 2 | 0.22% | 0.39% | 0.55% | Q2 2022 | Q3 2023 | 5 |
Melvin Capital Management LP | 3 | 1 | 0.22% | 0.94% | 1.83% | Q4 2014 | Q4 2020 | 5 |
KIDS CAPITAL MANAGEMENT, L.P. | 5 | 5 | 13.64% | 18.03% | 23.48% | Q4 2021 | Q4 2022 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Newbrook Capital Advisors LP | 3 | 2 | 2.60% | 3.62% | 6.31% | Q1 2018 | Q4 2020 | 5 |
CAXTON CORP | 4 | 4 | 0.20% | 0.28% | 0.32% | Q1 2019 | Q4 2019 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Elequin Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Visium Asset Management, LP | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q3 2014 | 4 |
Quotient Investors, LLC | 3 | 1 | 0.15% | 0.37% | 0.61% | Q2 2013 | Q3 2015 | 4 |
Covestor Ltd | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q4 2022 | 4 |
Lloyd Park, LLC | 4 | 4 | 0.45% | 1.01% | 1.57% | Q4 2021 | Q3 2022 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.10% | 0.16% | 0.27% | Q4 2020 | Q3 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.00% | 0.08% | 0.17% | Q4 2022 | Q3 2023 | 4 |
EQUITEC SPECIALISTS, LLC | 2 | 2 | 0.00% | 0.26% | 1.01% | Q1 2019 | Q1 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.08% | 0.14% | Q2 2023 | Q3 2023 | 4 |
JAT Capital Mgmt LP | 3 | 1 | 0.83% | 2.24% | 3.37% | Q2 2022 | Q2 2023 | 4 |
Smithfield Trust Co | 4 | 4 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 4 |
LEE DANNER & BASS INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Wealth Management Partners, LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.02% | 0.28% | 0.42% | Q3 2020 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 4 |
VPR Management LLC | 4 | 4 | 0.07% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Burns Matteson Capital Management, LLC | 4 | 4 | 0.18% | 0.31% | 0.48% | Q4 2020 | Q3 2021 | 4 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 2 | 2 | 0.28% | 0.35% | 0.43% | Q2 2021 | Q3 2023 | 4 |
Point Break Capital Management, LLC | 3 | 1 | 0.05% | 0.55% | 0.89% | Q3 2020 | Q4 2021 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.12% | 0.25% | 0.43% | Q3 2020 | Q2 2023 | 4 |
KINGS POINT CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Ashfield Capital Partners, LLC | 4 | 4 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2022 | 4 |
SWM Advisors | 4 | 4 | 0.20% | 0.26% | 0.30% | Q4 2021 | Q3 2022 | 4 |
TECTONIC ADVISORS LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q4 2021 | 4 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.24% | 0.72% | Q4 2017 | Q1 2023 | 4 |
TIAA, FSB | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 4 |
LMR Partners LLP | 3 | 1 | 0.01% | 0.15% | 0.55% | Q3 2016 | Q4 2022 | 4 |
Hunt Lane Capital LP | 4 | 4 | 2.48% | 4.76% | 6.28% | Q4 2021 | Q3 2022 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
North Fourth Asset Management, LP | 1 | 1 | 0.39% | 1.01% | 2.10% | Q2 2019 | Q3 2022 | 4 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 0.12% | 0.32% | 0.60% | Q3 2020 | Q3 2021 | 4 |
M&G INVESTMENT MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Segment Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.02% | 0.13% | 0.27% | Q4 2014 | Q1 2018 | 4 |
Diametric Capital, LP | 3 | 1 | 0.15% | 0.21% | 0.26% | Q2 2022 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2016 | Q4 2016 | 4 |
Strategic Advisors LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.38% | 0.47% | 0.53% | Q4 2016 | Q3 2017 | 4 |
Brookfield Asset Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Squar Milner Financial Services LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
TCW GROUP INC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 4 | 0.03% | 0.08% | 0.13% | Q4 2017 | Q3 2018 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 4 |
Foresight Wealth Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.18% | Q2 2020 | Q1 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.15% | 0.24% | 0.33% | Q1 2019 | Q2 2019 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.02% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
VICUS CAPITAL | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 3 | 1 | 0.59% | 1.62% | 2.96% | Q3 2018 | Q3 2023 | 4 |
Calixto Global Investors, LP | 3 | 1 | 3.40% | 9.00% | 16.09% | Q2 2017 | Q3 2023 | 4 |
Epoch Investment Partners, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.04% | 0.10% | 0.16% | Q2 2021 | Q1 2023 | 4 |
Farmers & Merchants Trust Co of Long Beach | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q1 2022 | 4 |
First National Bank of South Miami | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Infusive Asset Management Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Day & Ennis, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Waverton Investment Management Ltd | 4 | 4 | 0.41% | 0.57% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Evanson Asset Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.17% | 0.36% | 0.63% | Q3 2020 | Q3 2021 | 4 |
SlateStone Wealth, LLC | 3 | 1 | 0.08% | 0.39% | 0.60% | Q1 2022 | Q3 2023 | 4 |
Paulson & Co. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q2 2017 | 4 |
Mizuho Securities Co. Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.06% | 0.21% | 0.35% | Q4 2020 | Q3 2021 | 4 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 4 |
GAM SYSTEMATIC LLP | 4 | 4 | 0.14% | 0.21% | 0.29% | Q3 2016 | Q2 2017 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AustralianSuper Pty Ltd | 3 | 1 | 0.01% | 0.06% | 0.16% | Q2 2020 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2014 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.46% | 0.85% | 1.34% | Q1 2023 | Q4 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
STF Management LP | 4 | 4 | 0.41% | 0.47% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
SFMG, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.43% | 0.51% | 0.60% | Q4 2022 | Q3 2023 | 4 |
WT Wealth Management | 2 | 2 | 0.10% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.68% | 0.83% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 3 | 1 | 0.03% | 0.74% | 2.76% | Q1 2015 | Q2 2017 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.35% | 0.40% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Windle Wealth, LLC | 4 | 4 | 0.59% | 0.77% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Gavilan Investment Partners LLC | 4 | 4 | 5.94% | 7.12% | 8.12% | Q4 2022 | Q3 2023 | 4 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.15% | 0.37% | 0.64% | Q4 2016 | Q2 2019 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.49% | 0.83% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Venture Visionary Partners LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 4 |
Ribbit Capital GP IV, Ltd. | 3 | 1 | 45.17% | 58.85% | 86.53% | Q4 2021 | Q4 2022 | 4 |
Invictus RG | 4 | 4 | 0.24% | 0.29% | 0.36% | Q3 2016 | Q2 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.51% | 0.60% | 0.77% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CERTUITY, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 4 |
LifeSteps Financial, Inc. | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Contrarius Investment Management Ltd | 2 | 2 | 0.20% | 0.78% | 1.85% | Q2 2014 | Q4 2017 | 4 |
Legacy Wealth Planning, LLC | 4 | 4 | 0.32% | 0.41% | 0.49% | Q4 2021 | Q3 2022 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Covea Finance | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.06% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Range Financial Group LLC | 2 | 2 | 0.19% | 0.27% | 0.37% | Q3 2021 | Q2 2023 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 4 |
GARDNER LEWIS ASSET MANAGEMENT L P | 3 | 1 | 0.18% | 0.31% | 0.46% | Q3 2021 | Q3 2023 | 4 |
Atlas Principals, LLC | 3 | 3 | 1.93% | 2.64% | 3.54% | Q2 2021 | Q4 2021 | 3 |
LGT Group Foundation | 3 | 3 | 0.05% | 0.16% | 0.24% | Q4 2021 | Q2 2022 | 3 |
Cumberland Partners Ltd | 3 | 3 | 0.08% | 0.12% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.17% | 0.29% | 0.53% | Q1 2016 | Q3 2016 | 3 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Arete Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 3 |
LGT Fund Management Co Ltd. | 2 | 1 | 0.11% | 0.23% | 0.41% | Q1 2022 | Q1 2023 | 3 |
Sompo Asset Management Co., Ltd. | 3 | 3 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q1 2020 | 3 |
Corsicana & Co. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.82% | 0.85% | 0.87% | Q3 2021 | Q1 2022 | 3 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2022 | 3 |
HHLR ADVISORS, LTD. | 2 | 1 | 0.23% | 0.28% | 0.37% | Q3 2019 | Q4 2020 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.04% | 0.15% | 0.30% | Q3 2022 | Q1 2023 | 3 |
Bordeaux Wealth Advisors LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Claro Advisors LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 3 | 3 | 1.21% | 1.59% | 2.19% | Q1 2023 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 3 |
Santa Fe Partners LLC | 1 | 1 | 0.12% | 0.30% | 0.50% | Q4 2013 | Q4 2015 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.11% | 0.56% | 1.07% | Q1 2019 | Q1 2021 | 3 |
Heirloom Wealth Management | 3 | 3 | 1.63% | 1.78% | 1.90% | Q1 2023 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Geller Advisors LLC | 2 | 1 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 3 |
Boston Common Asset Management, LLC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q1 2023 | Q3 2023 | 3 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.05% | 0.09% | 0.13% | Q2 2021 | Q2 2023 | 3 |
Alliance Wealth Advisors, LLC /UT | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.01% | 0.16% | 0.46% | Q3 2018 | Q1 2022 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Voit & Company, LLC | 3 | 3 | 0.31% | 0.52% | 0.64% | Q1 2020 | Q3 2020 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q1 2021 | 3 |
TODD ASSET MANAGEMENT LLC | 2 | 1 | 0.06% | 0.09% | 0.12% | Q2 2014 | Q3 2015 | 3 |
Newfoundland Capital Management | 1 | 1 | 0.66% | 1.47% | 2.77% | Q4 2016 | Q4 2018 | 3 |
XPONANCE, INC. | 3 | 3 | 0.07% | 0.35% | 0.55% | Q2 2016 | Q4 2016 | 3 |
MOON CAPITAL MANAGEMENT LP | 2 | 1 | 0.50% | 0.78% | 0.96% | Q1 2021 | Q2 2022 | 3 |
Point72 Middle East FZE | 3 | 3 | 0.24% | 0.38% | 0.46% | Q4 2022 | Q2 2023 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.25% | 0.34% | 0.39% | Q4 2020 | Q3 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q4 2022 | 3 |
CIM, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Origin Asset Management LLP | 3 | 3 | 0.12% | 0.24% | 0.44% | Q4 2014 | Q2 2015 | 3 |
FULTON BANK, N.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 3 |
Paradigm Financial Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
JAT CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.41% | 1.16% | 1.79% | Q2 2014 | Q4 2014 | 3 |
GFS Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2020 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.18% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.07% | 0.15% | 0.23% | Q4 2017 | Q4 2018 | 3 |
Revolve Wealth Partners, LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.10% | Q4 2021 | Q4 2022 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2016 | Q2 2018 | 3 |
Assured Investment Management LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q1 2019 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.31% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Ionic Capital Management LLC | 2 | 2 | 0.08% | 0.50% | 0.85% | Q2 2022 | Q3 2022 | 3 |
Boston Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
JACKSON SQUARE CAPITAL, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Trexquant Investment LP | 3 | 3 | 0.05% | 0.14% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q1 2022 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.05% | 0.11% | Q2 2021 | Q2 2022 | 3 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.45% | 1.12% | Q4 2014 | Q3 2019 | 3 |
PARK PRESIDIO CAPITAL LLC | 3 | 3 | 1.80% | 2.66% | 3.10% | Q1 2021 | Q3 2021 | 3 |
Investment Management Corp of Ontario | 2 | 1 | 0.13% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 3 |
Styrax Capital, LP | 3 | 3 | 5.48% | 6.25% | 7.44% | Q1 2023 | Q3 2023 | 3 |
Kaizen Financial Strategies | 3 | 3 | 0.21% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
American Trust | 3 | 3 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Global Thematic Partners, LLC | 3 | 3 | 0.41% | 6.99% | 19.46% | Q4 2019 | Q2 2020 | 3 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 3 | 0.10% | 0.17% | 0.26% | Q3 2018 | Q1 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.17% | 0.24% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Golden Green, Inc. | 3 | 3 | 0.19% | 0.25% | 0.30% | Q1 2021 | Q3 2021 | 3 |
Azimuth Capital Investment Management LLC | 3 | 3 | 0.38% | 0.49% | 0.58% | Q1 2023 | Q3 2023 | 3 |
KEYSTONE INVESTORS PTE LTD | 3 | 3 | 0.14% | 1.57% | 2.87% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
China Universal Asset Management Co., Ltd. | 3 | 3 | 0.07% | 0.22% | 0.38% | Q1 2023 | Q3 2023 | 3 |
1620 INVESTMENT ADVISORS, INC. | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2023 | Q3 2023 | 3 |
American Research & Management Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Kingfisher Capital LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q2 2023 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Roundview Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q4 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 3 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.31% | 0.89% | Q3 2021 | Q2 2023 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Nebula Research & Development LLC | 3 | 3 | 0.14% | 0.37% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 2.15% | 2.35% | 2.50% | Q3 2020 | Q1 2021 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.08% | Q3 2023 | Q3 2023 | 3 |
EVOKE WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 3 |
SIT INVESTMENT ASSOCIATES INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
American Trust Investment Advisors, LLC | 3 | 3 | 0.38% | 0.50% | 0.60% | Q4 2016 | Q2 2017 | 3 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.16% | 0.33% | 0.56% | Q2 2017 | Q2 2019 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.34% | 0.45% | 0.63% | Q1 2023 | Q3 2023 | 3 |
BB&T SECURITIES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 3 |
DSC Advisors, L.P. | 2 | 1 | 0.10% | 0.15% | 0.22% | Q4 2019 | Q4 2020 | 3 |
Aureus Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Requisite Capital Management, LLC | 2 | 1 | 0.09% | 0.12% | 0.15% | Q2 2019 | Q3 2021 | 3 |
OBERNDORF WILLIAM E | 3 | 3 | 1.36% | 3.99% | 5.57% | Q4 2020 | Q2 2021 | 3 |
SIX COLUMNS CAPITAL, LP | 3 | 3 | 2.97% | 3.77% | 4.64% | Q2 2020 | Q4 2020 | 3 |
Financial Enhancement Group LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q2 2018 | Q1 2023 | 3 |
Ennismore Fund Management Ltd | 3 | 3 | 1.81% | 2.62% | 3.24% | Q4 2019 | Q2 2020 | 3 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.21% | 0.25% | 0.29% | Q1 2022 | Q2 2023 | 3 |
Euro Pacific Asset Management, LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FOURPOINTS Investment Managers, S.A.S. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q4 2013 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Banco de Sabadell, S.A | 3 | 3 | 0.02% | 0.09% | 0.23% | Q3 2020 | Q1 2021 | 3 |
ASB Consultores, LLC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q1 2022 | Q1 2023 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
F&C Asset Management plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.28% | 0.78% | 1.22% | Q4 2021 | Q2 2022 | 3 |
Capital Impact Advisors, LLC | 3 | 3 | 0.32% | 0.62% | 1.22% | Q2 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Jackson Wealth Management, LLC | 3 | 3 | 0.52% | 0.70% | 0.91% | Q2 2020 | Q4 2020 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
FORA Capital, LLC | 2 | 1 | 0.07% | 0.63% | 1.30% | Q2 2022 | Q1 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Enlightenment Research, LLC | 1 | 1 | 0.15% | 0.40% | 0.59% | Q2 2019 | Q4 2020 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.28% | 0.37% | 0.51% | Q1 2021 | Q3 2023 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Opera Trading Capital | 3 | 3 | 0.15% | 0.33% | 0.63% | Q3 2017 | Q1 2018 | 3 |
ATWOOD & PALMER INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 2 | 1 | 0.09% | 0.14% | 0.23% | Q3 2020 | Q2 2021 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 3 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2015 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2013 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Castle Hook Partners LP | 3 | 3 | 1.15% | 2.24% | 2.81% | Q1 2019 | Q3 2019 | 3 |
NF Trinity Capital (Hong Kong) Ltd | 3 | 3 | 0.41% | 0.76% | 1.01% | Q2 2018 | Q4 2018 | 3 |
1834 INVESTMENT ADVISORS CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2017 | Q3 2017 | 3 |
Railway Pension Investments Ltd | 2 | 1 | 0.03% | 0.06% | 0.08% | Q2 2019 | Q2 2020 | 3 |
Cunning Capital Partners, LP | 3 | 3 | 0.99% | 1.40% | 1.68% | Q1 2021 | Q3 2021 | 3 |
LRT Capital Management, LLC | 2 | 1 | 0.17% | 0.22% | 0.25% | Q4 2021 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q2 2021 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
BARINGS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2021 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
NKCFO LLC | 3 | 3 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q4 2020 | 3 |
ALBION FINANCIAL GROUP /UT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.08% | 0.14% | 0.20% | Q4 2019 | Q3 2021 | 2 |
Thrax Management, LLC | 1 | 1 | 0.00% | 0.41% | 0.82% | Q3 2016 | Q3 2016 | 2 |
RQSI Ltd | 2 | 2 | 0.21% | 0.30% | 0.39% | Q4 2014 | Q1 2015 | 2 |
Blue Rock Advisors, LLC | 1 | 1 | 2.38% | 3.82% | 5.27% | Q1 2016 | Q4 2020 | 2 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.27% | 0.52% | Q4 2019 | Q1 2021 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GVO Asset Management Ltd | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Inspire Investing, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Premier Fund Managers Ltd | 2 | 2 | 0.01% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.21% | 0.22% | 0.23% | Q3 2016 | Q4 2020 | 2 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q1 2018 | 2 |
First Western Capital Management Co | 2 | 2 | 0.36% | 0.48% | 0.60% | Q3 2014 | Q4 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.78% | 1.00% | 1.23% | Q4 2020 | Q1 2021 | 2 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.33% | 0.45% | 0.58% | Q4 2020 | Q3 2023 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q3 2021 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.03% | 0.12% | 0.22% | Q2 2019 | Q3 2021 | 2 |
CPWM, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.28% | 1.39% | 2.51% | Q4 2009 | Q1 2012 | 2 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.31% | 1.34% | 2.37% | Q3 2015 | Q1 2016 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Focused Wealth Management, Inc | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Counterpoint Mutual Funds LLC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Adalta Capital Management LLC | 2 | 2 | 0.06% | 0.20% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Synergy Asset Management, LLC | 2 | 2 | 0.08% | 0.86% | 1.64% | Q4 2020 | Q1 2021 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q1 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Black Swift Group, LLC | 1 | 1 | 0.23% | 0.53% | 0.83% | Q1 2021 | Q2 2022 | 2 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.05% | 0.25% | 0.44% | Q4 2018 | Q3 2022 | 2 |
Caption Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2023 | Q1 2023 | 2 |
BFSG, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2021 | Q1 2022 | 2 |
Maytus Capital Management, LLC | 2 | 2 | 1.53% | 2.03% | 2.53% | Q4 2022 | Q1 2023 | 2 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 2 |
Cerebellum GP, LLC | 1 | 1 | 0.01% | 0.15% | 0.30% | Q1 2018 | Q3 2020 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.24% | 0.53% | 0.82% | Q4 2019 | Q1 2020 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.38% | 0.50% | 0.61% | Q1 2023 | Q2 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Whitnell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Ergoteles LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
KCL Capital, L.P. | 1 | 1 | 0.04% | 0.33% | 0.62% | Q2 2019 | Q4 2020 | 2 |
Shay Capital LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q1 2023 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q1 2014 | Q4 2014 | 2 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2021 | 2 |
WealthShield Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q1 2021 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRAGMA GESTAO DE PATRIMONIO LTD | 2 | 2 | 3.05% | 4.39% | 5.73% | Q4 2019 | Q1 2020 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2013 | 2 |
Lingotto Investment Management LLP | 2 | 2 | 0.72% | 0.77% | 0.81% | Q2 2023 | Q3 2023 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 2 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 2 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.49% | 0.98% | 1.46% | Q4 2020 | Q1 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2022 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2023 | Q3 2023 | 2 |
Jeneq Management LP | 2 | 2 | 7.16% | 8.02% | 8.89% | Q1 2021 | Q2 2021 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Sepio Capital, LP | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Emerging Variant Capital Management LP | 2 | 2 | 68.60% | 81.04% | 93.47% | Q3 2022 | Q4 2022 | 2 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.24% | 0.28% | 0.32% | Q1 2023 | Q2 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.06% | 0.09% | 0.13% | Q3 2016 | Q4 2016 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.31% | 0.32% | 0.33% | Q4 2021 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Yarbrough Capital, LLC | 1 | 1 | 0.00% | 0.13% | 0.27% | Q4 2021 | Q4 2022 | 2 |
Odey Asset Management LLP | 2 | 2 | 1.07% | 1.83% | 2.59% | Q2 2023 | Q3 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Odey Holdings AG | 2 | 2 | 1.88% | 2.67% | 3.45% | Q3 2020 | Q4 2020 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 2 | 2 | 0.44% | 0.58% | 0.71% | Q3 2021 | Q4 2021 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
KG&L Capital Management,LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Ashmore Group plc | 2 | 2 | 0.09% | 6.08% | 12.07% | Q2 2021 | Q3 2021 | 2 |
Zhang Financial LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
E Fund Management (Hong Kong) Co., Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q4 2023 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Arden Trust Co | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q1 2020 | 2 |
Hillhouse Capital Management | 2 | 2 | 0.64% | 0.66% | 0.69% | Q1 2019 | Q2 2019 | 2 |
Red Door Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Olympiad Research LP | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.20% | 0.26% | 0.32% | Q4 2019 | Q3 2020 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Graypoint LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
EVEREST CAPITAL LLC | 2 | 2 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q4 2013 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.12% | 0.17% | 0.22% | Q2 2014 | Q3 2014 | 2 |
HBC Financial Services, PLLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Advisory Group Advisory Services, LLC | 2 | 2 | 0.00% | 0.05% | 0.10% | Q3 2020 | Q4 2020 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.15% | 0.54% | 0.92% | Q4 2022 | Q2 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
TT International Asset Management LTD | 2 | 2 | 3.02% | 7.76% | 12.50% | Q2 2023 | Q3 2023 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.59% | 0.61% | 0.62% | Q3 2021 | Q1 2023 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.31% | 0.35% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 2.08% | 2.34% | 2.60% | Q4 2020 | Q1 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.23% | 0.25% | 0.28% | Q4 2018 | Q1 2019 | 2 |
PATRON PARTNERS, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2021 | Q4 2021 | 2 |
Phoenix Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Golden State Equity Partners | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
AtonRa Partners | 2 | 2 | 0.53% | 0.59% | 0.64% | Q2 2023 | Q3 2023 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q3 2022 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.49% | 0.53% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Rollins Financial | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q3 2021 | 2 |
Skaana Management L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 2 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.62% | 2.56% | 4.49% | Q3 2021 | Q1 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Tradeworx Inc. | 1 | 1 | 0.30% | 0.47% | 0.65% | Q2 2013 | Q3 2014 | 2 |
AJO, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2020 | 2 |
CenterBook Partners LP | 1 | 1 | 0.21% | 0.37% | 0.53% | Q4 2021 | Q1 2023 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 2 | 0.19% | 0.40% | 0.60% | Q1 2016 | Q2 2016 | 2 |
VETAMER CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.82% | 0.91% | 1.01% | Q2 2023 | Q3 2023 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.26% | 0.53% | 0.81% | Q4 2021 | Q3 2023 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
DENVER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.19% | 0.23% | Q4 2021 | Q1 2023 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Retireful, LLC | 1 | 1 | 0.54% | 0.81% | 1.09% | Q3 2022 | Q3 2023 | 2 |
Redwood Financial Network Corp | 1 | 1 | 0.21% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q1 2021 | 2 |
RIA Advisory Group LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Platinum Management (NY) LLC | 1 | 1 | 0.28% | 1.05% | 1.82% | Q3 2013 | Q1 2014 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q2 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WEST PACES ADVISORS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Campbell & CO Investment Adviser LLC | 2 | 2 | 0.04% | 0.22% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Hartford Financial Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Fiera Capital (Europe) Ltd. | 2 | 2 | 1.10% | 1.40% | 1.71% | Q4 2016 | Q1 2017 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
First National Bank of Hutchinson | 1 | 1 | 0.11% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 2 |
MOTCO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2016 | 2 |
L. Roy Papp & Associates, LLP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Mount Lucas Management LP | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
HOLDERNESS INVESTMENTS CO | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2021 | 2 |
TCS CAPITAL MANAGEMENT LLC | 2 | 2 | 2.76% | 2.94% | 3.12% | Q1 2014 | Q2 2014 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q1 2018 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.38% | 0.45% | 0.52% | Q1 2021 | Q2 2021 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Western Asset Management Company, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
INVERNESS COUNSEL LLC /NY/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q3 2013 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
MARTIN CURRIE LTD | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Garelick Capital Partners, LP | 2 | 2 | 3.18% | 4.45% | 5.71% | Q4 2017 | Q1 2018 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2016 | Q3 2016 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.10% | 0.14% | 0.17% | Q1 2020 | Q2 2020 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.11% | 0.14% | 0.18% | Q1 2021 | Q2 2021 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2021 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q2 2017 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2017 | 2 |
TCG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Horizon Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
GRATRY & Co LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2018 | Q1 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2023 | Q1 2023 | 1 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Amitell Capital Pte Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2014 | Q1 2014 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2016 | Q2 2016 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NWK Group, Inc. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2021 | Q3 2021 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q4 2014 | Q4 2014 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Moreno Evelyn V | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2014 | Q1 2014 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Sheets Smith Investment Management | 1 | 1 | 3.89% | 3.89% | 3.89% | Q4 2020 | Q4 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
DEEPWATER ASSET MANAGEMENT, LLC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q3 2023 | Q3 2023 | 1 |
Nan Fung Group Holdings Ltd | 1 | 1 | 0.81% | 0.81% | 0.81% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Leap Investments LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
SoftBank Group | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2020 | Q2 2020 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Shinko Asset Management Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
New Vernon Capital Holdings II LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2020 | Q2 2020 | 1 |
Frank, Rimerman Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
COMPOSITE CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 10.67% | 10.67% | 10.67% | Q3 2020 | Q3 2020 | 1 |
Hall Kathryn A. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
UniSuper Management Pty Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Social Capital PEP Management LLC | 1 | 1 | 6.60% | 6.60% | 6.60% | Q2 2018 | Q2 2018 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
Knollwood Investment Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Atalan Capital Partners, LP | 1 | 1 | 4.90% | 4.90% | 4.90% | Q2 2018 | Q2 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Sargent Investment Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2021 | Q3 2021 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Titan Capital Management, LLC /TX | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2020 | Q2 2020 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nair Vinay | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
Ibex Investors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q2 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jetstream Capital LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q3 2023 | Q3 2023 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PORTLAND HILL CAPITAL LLP | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2016 | Q4 2016 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2014 | Q2 2014 | 1 |
Haverford Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Costello Asset Management, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Russell Clark Investment Management Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2016 | Q3 2016 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SOL Capital Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
SOMA EQUITY PARTNERS LP | 1 | 1 | 7.45% | 7.45% | 7.45% | Q4 2017 | Q4 2017 | 1 |
BANQUE PICTET & CIE SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Fiera Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Senvest Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2021 | Q4 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
D1 Capital Partners L.P. | 1 | 1 | 3.99% | 3.99% | 3.99% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2023 | Q2 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2013 | Q3 2013 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Board of Trustees of The Leland Stanford Junior University | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2023 | Q1 2023 | 1 |
Third Point | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2018 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2018 | Q4 2018 | 1 |
SCHF (GPE), LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2019 | Q4 2019 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2014 | Q2 2014 | 1 |
Trellus Management Company, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2021 | Q1 2021 | 1 |
Altimeter Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
MANA Advisors LLC | 1 | 1 | 31.75% | 31.75% | 31.75% | Q1 2021 | Q1 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2013 | Q3 2013 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Glen Point Capital LLP | 1 | 1 | 18.22% | 18.22% | 18.22% | Q2 2021 | Q2 2021 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2015 | Q2 2015 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2020 | Q3 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpha Wave Global, LP | 1 | 1 | 2.83% | 2.83% | 2.83% | Q4 2013 | Q4 2013 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2019 | Q4 2019 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Montibus Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2019 | Q1 2019 | 1 |
Key Square Capital Management LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q1 2021 | Q1 2021 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Crescent Park Management, L.P. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2022 | Q1 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Spectrum Asset Management, Inc. (NB/CA) | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2014 | Q3 2014 | 1 |
Saban Capital Group LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2019 | Q3 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Islet Management, LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2020 | Q1 2020 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2020 | Q4 2020 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Egerton Capital (UK) LLP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2021 | Q1 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
PROFFITT & GOODSON INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
MAINSTREAM INVESTMENT ADVISERS LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2013 | Q2 2013 | 1 |
Parkside Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2023 | Q4 2023 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Deuterium Capital Management, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2023 | Q1 2023 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Interval Partners, LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2020 | Q3 2020 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Franchise Capital Ltd | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2023 | Q1 2023 | 1 |
Odey Holdings Ltd | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2022 | Q4 2022 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ribbit Bullfrog GP II, Ltd. | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2023 | Q3 2023 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
NOVARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
MidWestOne Financial Group, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Simplify Asset Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2020 | Q4 2020 | 1 |
CADIAN CAPITAL MANAGEMENT, LP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Park West Asset Management LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q4 2017 | Q4 2017 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MILESTONE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
WD RUTHERFORD LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ribbit Capital IV, L.P. | 1 | 1 | 78.17% | 78.17% | 78.17% | Q3 2022 | Q3 2022 | 1 |
EMS Capital LP | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2018 | Q4 2018 | 1 |
WEALTH EFFECTS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
MINOT CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2013 | Q3 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2020 | Q4 2020 | 1 |
Temasek Holdings (Private) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EA Series Trust | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2021 | Q4 2021 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NTB Financial Corp | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mass Ave Global Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Eschler Asset Management LLP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
NS Partners Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own MERCADOLIBRE INC or have owned MERCADOLIBRE INC in the past.