Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 76 |
Citadel Advisors | 29 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 71 |
Cutler Group LLC / CA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 41 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
STATE STREET CORP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
BANK OF AMERICA CORP /DE/ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
METROPOLITAN LIFE INSURANCE CO/NY | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
AMERICAN INTERNATIONAL GROUP, INC. | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
LORD, ABBETT & CO. LLC | 38 | 38 | 0.02% | 0.11% | 0.23% | Q2 2014 | Q3 2023 | 38 |
CITIGROUP INC | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 38 |
VANGUARD GROUP INC | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
MORGAN STANLEY | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
JPMORGAN CHASE & CO | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
DEUTSCHE BANK AG\ | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
GEODE CAPITAL MANAGEMENT, LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
NORTHERN TRUST CORP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
BAMCO INC /NY/ | 38 | 38 | 0.07% | 0.24% | 0.49% | Q2 2014 | Q3 2023 | 38 |
RHUMBLINE ADVISERS | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
FMR LLC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
ROYCE & ASSOCIATES LP | 33 | 4 | 0.00% | 0.21% | 0.39% | Q2 2014 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 30 | 7 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 37 |
CREDIT SUISSE AG/ | 36 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
BARCLAYS PLC | 30 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
JENNISON ASSOCIATES LLC | 36 | 36 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 36 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
STRS OHIO | 20 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 18 | 16 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
DIMENSIONAL FUND ADVISORS LP | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
BlackRock Inc. | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
WELLINGTON MANAGEMENT GROUP LLP | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2022 | 33 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 33 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
UBS ASSET MANAGEMENT AMERICAS INC | 30 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 33 |
Neuberger Berman Group LLC | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 32 |
EMERALD MUTUAL FUND ADVISERS TRUST | 28 | 4 | 0.03% | 0.92% | 1.69% | Q2 2014 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
EMERALD ADVISERS, LLC | 28 | 3 | 0.11% | 0.99% | 1.77% | Q2 2014 | Q3 2023 | 31 |
AMERIPRISE FINANCIAL INC | 29 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 31 |
AMERICAN CENTURY COMPANIES INC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 31 |
Capital World Investors | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MILLENNIUM MANAGEMENT LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 31 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
D. E. Shaw & Co., Inc. | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 8 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 30 |
PRINCIPAL FINANCIAL GROUP INC | 16 | 14 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 30 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 29 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 23 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 29 |
PANAGORA ASSET MANAGEMENT INC | 22 | 7 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q1 2023 | 29 |
PARK CIRCLE Co | 29 | 29 | 0.31% | 1.15% | 2.48% | Q3 2016 | Q3 2023 | 29 |
FIRST TRUST ADVISORS LP | 18 | 10 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 28 |
Invesco Ltd. | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 27 | 27 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
VOYA INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Capital Impact Advisors, LLC | 19 | 7 | 0.27% | 0.53% | 0.97% | Q1 2015 | Q3 2023 | 26 |
TWO SIGMA ADVISERS, LP | 17 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 26 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 26 |
Plante Moran Financial Advisors, LLC | 22 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 13 | 5 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 26 |
NISA INVESTMENT ADVISORS, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
WINSLOW ASSET MANAGEMENT INC | 26 | 26 | 1.35% | 1.73% | 2.22% | Q2 2017 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Renaissance Technologies | 18 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 25 |
Russell Investments Group, Ltd. | 11 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 25 |
Harbor Advisors LLC | 25 | 25 | 0.10% | 0.16% | 0.25% | Q3 2017 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.30% | 1.08% | 2.28% | Q4 2017 | Q3 2023 | 24 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 24 |
ACADIAN ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.00% | 0.05% | Q4 2014 | Q1 2022 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
HighTower Advisors, LLC | 20 | 4 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 24 |
ASSETMARK, INC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Citizens Business Bank | 23 | 23 | 0.16% | 0.25% | 0.46% | Q4 2016 | Q2 2022 | 23 |
Cubist Systematic Strategies, LLC | 11 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 23 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 23 |
REGIONS FINANCIAL CORP | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
AMALGAMATED BANK | 20 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
NORGES BANK | 20 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 22 |
Walleye Trading LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 22 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 22 |
WESBANCO BANK INC | 12 | 4 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 22 |
Man Group plc | 19 | 3 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 22 |
AQR Capital Management | 12 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL FINANCIAL INC | 10 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 21 |
CNA FINANCIAL CORP | 19 | 2 | 0.11% | 1.79% | 2.86% | Q2 2014 | Q3 2020 | 21 |
MACQUARIE GROUP LTD | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 21 |
First Horizon Advisors, Inc. | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
PRICE T ROWE ASSOCIATES INC /MD/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
CAPTRUST FINANCIAL ADVISORS | 15 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
TEACHERS ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 20 |
GSA CAPITAL PARTNERS LLP | 14 | 1 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q4 2021 | 20 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2019 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
GLOBEFLEX CAPITAL L P | 13 | 6 | 0.03% | 0.15% | 0.52% | Q1 2017 | Q2 2022 | 19 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 19 |
MEEDER ASSET MANAGEMENT INC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q4 2022 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Parallel Advisors, LLC | 15 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 19 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
WASATCH ADVISORS LP | 18 | 18 | 0.14% | 0.44% | 1.17% | Q2 2019 | Q3 2023 | 18 |
WESTWOOD HOLDINGS GROUP INC | 18 | 18 | 0.17% | 0.54% | 0.84% | Q2 2019 | Q3 2023 | 18 |
American Portfolios Advisors | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
Allianz Asset Management GmbH | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 18 |
LONDON CO OF VIRGINIA | 18 | 18 | 0.20% | 0.86% | 1.22% | Q2 2019 | Q3 2023 | 18 |
FIRST HAWAIIAN BANK | 18 | 18 | 0.02% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
TIMUCUAN ASSET MANAGEMENT INC/FL | 18 | 18 | 0.58% | 3.64% | 5.52% | Q2 2019 | Q3 2023 | 18 |
Glassman Wealth Services | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Advisors Asset Management, Inc. | 17 | 17 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q2 2021 | 17 |
Janney Montgomery Scott LLC | 14 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 11 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2022 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 12 | 5 | 0.04% | 0.08% | 0.17% | Q4 2018 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2022 | 17 |
Asset Management One Co., Ltd. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 16 |
Heard Capital LLC | 16 | 16 | 2.08% | 5.33% | 6.57% | Q4 2019 | Q3 2023 | 16 |
Tributary Capital Management, LLC | 16 | 16 | 0.40% | 1.44% | 1.92% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 16 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 16 |
Pier Capital, LLC | 12 | 4 | 0.50% | 1.08% | 1.43% | Q3 2017 | Q4 2021 | 16 |
GUGGENHEIM CAPITAL LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 16 |
BANK OF MONTREAL /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
WINTON GROUP Ltd | 15 | 1 | 0.01% | 0.03% | 0.07% | Q1 2018 | Q1 2023 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 16 |
Spark Investment Management LLC | 9 | 1 | 0.04% | 0.17% | 0.55% | Q2 2014 | Q4 2019 | 16 |
Capital Research Global Investors | 9 | 7 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2020 | 16 |
FIRST NATIONAL BANK OF OMAHA | 16 | 16 | 0.02% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Schonfeld Strategic Advisors LLC | 8 | 1 | 0.00% | 0.11% | 0.48% | Q1 2016 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CAPITAL MANAGEMENT CORP /VA | 15 | 15 | 1.44% | 2.99% | 4.29% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ALPS ADVISORS INC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2023 | 15 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2022 | 15 |
Edge Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 15 | 15 | 0.14% | 0.37% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
LOOMIS SAYLES & CO L P | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 15 |
Artisan Partners Limited Partnership | 15 | 15 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2023 | 15 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
APG Asset Management N.V. | 7 | 7 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q4 2021 | 14 |
Holocene Advisors, LP | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 14 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2021 | 14 |
D.A. DAVIDSON & CO. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 14 |
CRAMER ROSENTHAL MCGLYNN LLC | 6 | 3 | 0.13% | 0.67% | 1.39% | Q2 2015 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WASHINGTON TRUST Co | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nationwide Fund Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 14 |
Madison Asset Management, LLC | 14 | 14 | 0.28% | 0.55% | 0.89% | Q2 2020 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 13 |
Nicholas Investment Partners, LP | 11 | 2 | 0.21% | 0.45% | 0.82% | Q4 2016 | Q1 2023 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 7 | 6 | 0.10% | 0.14% | 0.21% | Q4 2018 | Q1 2022 | 13 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.13% | 0.22% | Q2 2014 | Q4 2022 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.04% | 0.08% | 0.11% | Q3 2016 | Q3 2019 | 13 |
Bramshill Investments, LLC | 13 | 13 | 0.00% | 0.16% | 0.28% | Q2 2019 | Q2 2022 | 13 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 6 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2022 | 13 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Westside Investment Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
M&T BANK CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 1 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q1 2022 | 13 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 13 |
O'Shares Investment Advisers, LLC | 7 | 6 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q1 2022 | 13 |
Salvus Wealth Management, LLC | 12 | 12 | 1.52% | 2.00% | 2.45% | Q4 2020 | Q3 2023 | 12 |
Private Capital Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2022 | 12 |
Cornerstone Investment Partners, LLC | 12 | 12 | 0.05% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 12 | 12 | 2.85% | 11.86% | 17.56% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.08% | 0.23% | Q1 2015 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.08% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 12 |
PEAK6 Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 12 |
HM PAYSON & CO | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 12 |
NORDEA INVESTMENT MANAGEMENT AB | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2020 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.05% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2022 | 12 |
ZACKS INVESTMENT MANAGEMENT | 7 | 5 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q1 2022 | 12 |
Verdence Capital Advisors LLC | 12 | 12 | 0.08% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SYNOVUS FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 12 |
NEXT Financial Group, Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 11 |
BLACKROCK ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
QS Investors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
BlackRock Fund Advisors | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
Mondrian Investment Partners LTD | 11 | 11 | 0.00% | 0.10% | 0.17% | Q3 2019 | Q1 2022 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
BlackRock Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
SIGNATUREFD, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Grandeur Peak Global Advisors, LLC | 7 | 4 | 0.04% | 0.19% | 0.47% | Q2 2020 | Q3 2023 | 11 |
Vestmark Advisory Solutions, Inc. | 11 | 11 | 0.07% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
BlackRock Institutional Trust Company, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 11 |
OppenheimerFunds, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
KB FINANCIAL PARTNERS, LLC | 10 | 10 | 0.08% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
AMG National Trust Bank | 6 | 4 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 10 |
TRAVELERS COMPANIES, INC. | 10 | 10 | 1.41% | 2.32% | 5.32% | Q2 2015 | Q3 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 10 | 10 | 0.04% | 0.15% | 0.20% | Q1 2017 | Q2 2019 | 10 |
Vestcor Inc | 9 | 1 | 0.01% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 10 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q2 2022 | 10 |
PEAK FINANCIAL ADVISORS LLC | 10 | 10 | 0.21% | 0.36% | 0.56% | Q2 2021 | Q3 2023 | 10 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 10 |
Advisory Services Network, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 10 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.00% | 0.13% | 0.21% | Q1 2017 | Q4 2021 | 10 |
Raymond James Financial Services Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Interval Partners, LP | 6 | 2 | 0.09% | 0.15% | 0.25% | Q4 2014 | Q3 2022 | 10 |
EVOKE WEALTH, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Versor Investments LP | 6 | 3 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q4 2022 | 9 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q1 2021 | 9 |
MCKINLEY CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.09% | 0.34% | Q1 2017 | Q1 2019 | 9 |
CAXTON ASSOCIATES LP | 6 | 3 | 0.02% | 0.05% | 0.14% | Q3 2017 | Q2 2022 | 9 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2022 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q4 2022 | 9 |
BlackRock Group LTD | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.04% | 0.08% | 0.13% | Q1 2018 | Q1 2023 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2019 | 9 |
OXFORD ASSET MANAGEMENT LLP | 8 | 1 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 3 | 0.01% | 0.08% | 0.17% | Q1 2018 | Q3 2021 | 9 |
Aperio Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.06% | 0.23% | Q1 2017 | Q3 2023 | 9 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2018 | 9 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2021 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 9 |
Jupiter Investment Management Ltd | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2019 | 9 |
State of Tennessee, Treasury Department | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 9 |
SkyView Investment Advisors, LLC | 9 | 9 | 0.08% | 0.12% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2017 | Q3 2019 | 8 |
HUNTINGTON NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 8 |
Riverview Capital Advisers, LLC | 8 | 8 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.04% | 0.17% | Q4 2017 | Q1 2021 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.01% | 0.15% | 0.19% | Q4 2020 | Q3 2022 | 8 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 6 | 2 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hudson Value Partners, LLC | 8 | 8 | 0.44% | 0.57% | 0.70% | Q4 2020 | Q3 2022 | 8 |
Origin Asset Management LLP | 4 | 4 | 0.09% | 0.29% | 0.72% | Q1 2018 | Q4 2021 | 8 |
Quantitative Systematic Strategies LLC | 6 | 1 | 0.06% | 0.09% | 0.14% | Q1 2015 | Q4 2019 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
First Eagle Investment Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Lomas Capital Management, LLC | 8 | 8 | 0.50% | 3.36% | 4.46% | Q2 2014 | Q1 2016 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MALTESE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.04% | 0.35% | 0.57% | Q2 2014 | Q3 2019 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.35% | 0.41% | 0.48% | Q3 2021 | Q2 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.33% | 0.41% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Trexquant Investment LP | 3 | 2 | 0.02% | 0.05% | 0.11% | Q4 2015 | Q1 2022 | 8 |
SHELL ASSET MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.16% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Alberta Investment Management Corp | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.18% | 0.40% | 0.62% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.10% | 0.24% | Q2 2014 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
WBI INVESTMENTS, LLC | 3 | 2 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q3 2022 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 8 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.02% | 0.07% | 0.10% | Q3 2019 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q2 2022 | 8 |
JAMES INVESTMENT RESEARCH INC | 7 | 1 | 0.00% | 0.08% | 0.17% | Q1 2017 | Q1 2019 | 8 |
Geneos Wealth Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 7 | 0.12% | 0.15% | 0.18% | Q2 2019 | Q4 2020 | 7 |
Hilton Capital Management, LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2021 | 7 |
Alpenglow Capital LP | 7 | 7 | 1.09% | 3.19% | 6.55% | Q4 2014 | Q2 2016 | 7 |
Harbour Capital Advisors, LLC | 7 | 7 | 0.23% | 0.39% | 0.55% | Q3 2017 | Q1 2019 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q2 2019 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 7 |
SFMG, LLC | 5 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 7 |
Berman Capital Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 7 |
SECOR Capital Advisors, LP | 2 | 1 | 0.10% | 0.25% | 0.41% | Q4 2014 | Q1 2019 | 7 |
QUADRANT CAPITAL GROUP LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Robeco Institutional Asset Management B.V. | 4 | 3 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q1 2022 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.10% | 0.23% | Q4 2014 | Q1 2019 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COMERICA BANK | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q1 2022 | 7 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
BOSTON ADVISORS LLC | 7 | 7 | 0.05% | 0.19% | 0.38% | Q2 2017 | Q4 2018 | 7 |
TORONTO DOMINION BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 7 |
Cipher Capital LP | 5 | 2 | 0.03% | 0.06% | 0.17% | Q4 2018 | Q1 2021 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.07% | 0.11% | 0.13% | Q3 2017 | Q1 2019 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 7 |
BTC Capital Management, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 6 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q2 2022 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
O'ROURKE & COMPANY, Inc | 4 | 3 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Argent Trust Co | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2020 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 2 | 0.18% | 0.24% | 0.41% | Q4 2017 | Q1 2022 | 6 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.04% | 0.29% | 0.39% | Q3 2017 | Q4 2018 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q3 2017 | Q4 2018 | 6 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 1 | 0.06% | 0.76% | 1.89% | Q4 2014 | Q4 2019 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 2 | 0.03% | 0.17% | 0.57% | Q3 2014 | Q3 2021 | 6 |
TFS CAPITAL LLC | 4 | 1 | 0.03% | 0.10% | 0.29% | Q4 2014 | Q4 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Belpointe Asset Management LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q4 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q2 2017 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
FORA Capital, LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2022 | 6 |
JANUS HENDERSON INVESTORS US LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Kepos Capital LP | 6 | 6 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 6 |
Clearstead Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Atria Investments, Inc | 6 | 6 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q2 2019 | 6 |
LUCUS ADVISORS LLC | 2 | 1 | 0.23% | 0.39% | 0.50% | Q2 2015 | Q1 2018 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Wakefield Asset Management LLLP | 5 | 5 | 0.32% | 0.34% | 0.36% | Q4 2020 | Q4 2021 | 5 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.09% | 0.17% | 0.22% | Q1 2018 | Q1 2019 | 5 |
Kolinsky Wealth Management, LLC | 4 | 1 | 0.23% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.29% | 0.30% | 0.32% | Q4 2020 | Q4 2021 | 5 |
RUSSELL FRANK CO/ | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 5 |
BRINKER CAPITAL INC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q2 2020 | 5 |
Gillson Capital LP | 4 | 1 | 0.15% | 0.56% | 0.96% | Q4 2020 | Q2 2022 | 5 |
AVIVA PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Ascendant Capital Management, LLC | 5 | 5 | 0.89% | 1.32% | 1.64% | Q4 2020 | Q4 2021 | 5 |
AHL Partners LLP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Graves Light Lenhart Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 5 |
Jackson Creek Investment Advisors LLC | 5 | 5 | 0.43% | 0.44% | 0.47% | Q4 2020 | Q4 2021 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WEALTHSOURCE PARTNERS, LLC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q3 2017 | Q3 2018 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 4 | 1 | 0.02% | 0.09% | 0.16% | Q4 2017 | Q3 2021 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q2 2020 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.21% | 0.31% | Q2 2017 | Q2 2018 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.12% | 0.22% | 0.30% | Q4 2022 | Q4 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
PICTET ASSET MANAGEMENT SA | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q1 2022 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 5 | 0.07% | 0.11% | 0.15% | Q3 2021 | Q3 2022 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Amundi | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Cypress Capital Management LLC (WY) | 5 | 5 | 0.02% | 0.71% | 0.99% | Q3 2017 | Q3 2018 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.20% | 0.35% | 0.46% | Q3 2017 | Q3 2018 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.14% | 0.18% | 0.20% | Q1 2021 | Q1 2022 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2016 | Q1 2019 | 5 |
PUTNAM INVESTMENTS LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2022 | 5 |
Cetera Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 5 |
HBK INVESTMENTS L P | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 5 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
WADDELL & REED FINANCIAL INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q1 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 4 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.29% | 0.47% | 0.63% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2023 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q1 2015 | 4 |
Brandywine Global Investment Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
FineMark National Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.16% | 0.17% | 0.20% | Q2 2022 | Q1 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q3 2018 | 4 |
MGO ONE SEVEN LLC | 2 | 2 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q4 2018 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.28% | 0.44% | Q3 2019 | Q1 2021 | 4 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.09% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2020 | 4 |
WCM INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
GLG LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q1 2016 | 4 |
Northwest Bancshares, Inc. | 3 | 1 | 0.05% | 0.06% | 0.09% | Q2 2018 | Q3 2021 | 4 |
Bridgefront Capital, LLC | 2 | 2 | 0.08% | 0.21% | 0.34% | Q1 2021 | Q1 2022 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.52% | 0.56% | 0.58% | Q4 2019 | Q3 2020 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 4 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Third Point | 4 | 4 | 0.05% | 0.09% | 0.13% | Q2 2014 | Q1 2015 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Philadelphia Financial Management of San Francisco, LLC | 2 | 1 | 1.32% | 2.26% | 3.00% | Q2 2014 | Q2 2019 | 4 |
Neo Ivy Capital Management | 1 | 1 | 0.04% | 0.13% | 0.25% | Q2 2020 | Q3 2023 | 4 |
Front Row Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 4 |
AllSquare Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q1 2019 | 4 |
Hodges Capital Management Inc. | 2 | 2 | 0.03% | 0.46% | 0.70% | Q1 2018 | Q4 2019 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.02% | 0.13% | 0.31% | Q1 2017 | Q4 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CLINTON GROUP INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 4 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.07% | 0.18% | Q4 2018 | Q1 2022 | 4 |
American Financial Network Advisory Services LLC | 4 | 4 | 0.47% | 0.56% | 0.66% | Q1 2018 | Q4 2018 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
State of Wyoming | 3 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q1 2023 | 4 |
EAM Investors, LLC | 3 | 3 | 0.32% | 0.42% | 0.47% | Q1 2017 | Q3 2017 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.15% | 0.20% | Q2 2019 | Q2 2023 | 3 |
MONROE BANK & TRUST/MI | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Timber Creek Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
DEPRINCE RACE & ZOLLO INC | 3 | 3 | 0.37% | 0.64% | 0.82% | Q1 2017 | Q3 2017 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.10% | 0.14% | Q2 2020 | Q2 2021 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 3 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 3 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.47% | 0.57% | 0.65% | Q1 2020 | Q3 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
NVWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.09% | 0.15% | 0.23% | Q1 2017 | Q3 2017 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.15% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Invictus RG | 2 | 1 | 0.06% | 0.21% | 0.36% | Q1 2017 | Q1 2018 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
A.R.T. Advisors, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q4 2019 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
DEERE & CO | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2015 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Campion Asset Management | 3 | 3 | 0.20% | 0.23% | 0.26% | Q3 2021 | Q1 2022 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.46% | 0.48% | 0.49% | Q4 2017 | Q3 2018 | 3 |
CastleKnight Management LP | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2022 | Q3 2022 | 3 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 0.04% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 3 |
BROWN ADVISORY INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
MAZAMA CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 3 |
TRUIST FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
GREAT LAKES ADVISORS, LLC | 3 | 3 | 0.12% | 0.15% | 0.18% | Q2 2018 | Q4 2018 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.66% | 0.94% | Q1 2018 | Q3 2018 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.10% | 0.16% | 0.19% | Q1 2018 | Q3 2018 | 3 |
Olympiad Research LP | 2 | 1 | 0.07% | 0.15% | 0.26% | Q1 2020 | Q1 2022 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q2 2017 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Arden Trust Co | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q4 2023 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.06% | 0.34% | 0.49% | Q3 2017 | Q1 2022 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Wealthcare Advisory Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q2 2019 | 3 |
Southside Capital, LLC | 3 | 3 | 0.74% | 1.65% | 2.30% | Q2 2019 | Q4 2019 | 3 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Senvest Management, LLC | 3 | 3 | 0.14% | 0.18% | 0.20% | Q1 2019 | Q3 2019 | 3 |
Arlington Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
MCF Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q1 2023 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.04% | 0.14% | 0.35% | Q4 2021 | Q2 2022 | 3 |
abrdn Investment Management Ltd | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Newport Capital Group, LLC | 2 | 2 | 5.74% | 9.44% | 13.14% | Q1 2023 | Q2 2023 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 2 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 2 |
RAIFF PARTNERS INC | 2 | 2 | 3.67% | 4.95% | 6.23% | Q4 2016 | Q1 2017 | 2 |
361 CAPITAL LLC | 1 | 1 | 0.41% | 0.44% | 0.46% | Q3 2017 | Q1 2019 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2019 | 2 |
L & S Advisors Inc | 2 | 2 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Anchor Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Prana Capital Management, LP | 2 | 2 | 0.14% | 0.17% | 0.21% | Q3 2021 | Q4 2021 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q4 2020 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
KBC Group NV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Louisiana State Employees Retirement System | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CANYON CAPITAL ADVISORS LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2014 | Q3 2014 | 2 |
Spire Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q1 2023 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q2 2019 | 2 |
Teza Capital Management LLC | 2 | 2 | 0.08% | 0.11% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.27% | 0.43% | Q4 2020 | Q2 2023 | 2 |
THRIVENT FINANCIAL FOR LUTHERANS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.15% | 0.20% | 0.25% | Q1 2021 | Q1 2022 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
GLENMEDE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 2 |
BlueMar Capital Management, LLC | 2 | 2 | 0.65% | 0.98% | 1.32% | Q1 2018 | Q2 2018 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Roubaix Capital, LLC | 2 | 2 | 1.66% | 2.46% | 3.25% | Q1 2019 | Q2 2019 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
UBS AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GENERAL ELECTRIC CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Edge Capital Group, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q4 2021 | 2 |
AJO, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Jump Financial, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2023 | 2 |
Pearl River Capital, LLC | 1 | 1 | 0.11% | 0.22% | 0.33% | Q4 2018 | Q3 2019 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 2 | 0.33% | 0.39% | 0.46% | Q4 2020 | Q1 2021 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Solstein Capital, LLC | 1 | 1 | 0.21% | 0.24% | 0.28% | Q3 2020 | Q3 2021 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Accel Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Par Capital Management | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Smithfield Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2020 | Q2 2020 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Azora Capital LP | 1 | 1 | 0.87% | 0.96% | 1.04% | Q3 2018 | Q1 2021 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.22% | 0.24% | 0.25% | Q1 2019 | Q2 2019 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 2 |
300 NORTH CAPITAL, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADVISOR PARTNERS II, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2016 | 2 |
State of Alaska, Department of Revenue | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q2 2015 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.22% | 0.42% | Q4 2014 | Q1 2015 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Alaethes Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2021 | Q3 2021 | 1 |
AGF Investments LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Signition LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Cider Mill Investments LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2016 | Q4 2016 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Castellan Group | 1 | 1 | 1.72% | 1.72% | 1.72% | Q4 2021 | Q4 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2017 | Q3 2017 | 1 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2018 | Q4 2018 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2019 | Q3 2019 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
COMMONWEALTH EQUITY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Airain ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Lisanti Capital Growth, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2018 | Q2 2018 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2018 | Q3 2018 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2020 | Q4 2020 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Shellback Capital, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2014 | Q4 2014 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EVERENCE CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Dean Capital Management | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2017 | Q3 2017 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Numerai GP LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q1 2019 | Q1 2019 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
Diversified Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
BB&T SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q1 2019 | Q1 2019 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own MOELIS & CO or have owned MOELIS & CO in the past.