Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 94 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 82 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 59 |
D. E. Shaw & Co., Inc. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 54 |
HUNTINGTON NATIONAL BANK | 53 | 53 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q1 2022 | 53 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 46 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NICHOLAS COMPANY, INC. | 42 | 42 | 0.07% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.17% | 0.66% | 1.33% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 42 | 42 | 0.02% | 0.19% | 1.25% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.07% | 0.29% | 0.73% | Q2 2013 | Q3 2023 | 42 |
YHB Investment Advisors, Inc. | 42 | 42 | 0.26% | 0.40% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.33% | 0.53% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Cardinal Capital Management | 42 | 42 | 0.11% | 0.41% | 0.80% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.42% | 0.69% | 0.90% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 1.03% | 1.35% | 1.71% | Q2 2013 | Q3 2023 | 41 |
COMMERCE BANK | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 35 | 4 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.87% | 1.56% | 2.62% | Q2 2013 | Q3 2022 | 38 |
FIRST TRUST ADVISORS LP | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 37 | 37 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2022 | 37 |
M&T BANK CORP | 35 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
BRADLEY FOSTER & SARGENT INC/CT | 23 | 13 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 25 | 2 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2022 | 36 |
Pekin Hardy Strauss, Inc. | 36 | 36 | 0.02% | 0.06% | 0.08% | Q4 2014 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 25 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
AMERIPRISE FINANCIAL INC | 16 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Creative Planning | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 23 | 11 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 14 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 34 |
PRUDENTIAL FINANCIAL INC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
AQR Capital Management | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
LAZARD ASSET MANAGEMENT LLC | 33 | 33 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q2 2023 | 33 |
Neuberger Berman Group LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
FIRST MANHATTAN CO. LLC. | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2022 | 33 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 33 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 32 |
JOHNSON INVESTMENT COUNSEL INC | 32 | 32 | 0.01% | 0.08% | 0.41% | Q4 2015 | Q3 2023 | 32 |
FULLER & THALER ASSET MANAGEMENT, INC. | 27 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2020 | 31 |
BESSEMER GROUP INC | 25 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 30 |
HSBC HOLDINGS PLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 18 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 30 |
AMALGAMATED BANK | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
FIFTH THIRD BANCORP | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Copeland Capital Management, LLC | 28 | 28 | 0.42% | 0.87% | 1.63% | Q4 2016 | Q3 2023 | 28 |
CITY HOLDING CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MONTAG A & ASSOCIATES INC | 12 | 6 | 0.02% | 0.07% | 0.44% | Q4 2014 | Q1 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
Advisory Services Network, LLC | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
Black Creek Investment Management Inc. | 26 | 26 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 26 | 26 | 0.01% | 0.11% | 0.20% | Q1 2016 | Q2 2022 | 26 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 26 |
Fisher Asset Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
HighTower Advisors, LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
CENTRAL TRUST Co | 22 | 3 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 25 |
FMR LLC | 24 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 25 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
NEXT Financial Group, Inc | 13 | 5 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q4 2021 | 24 |
BROWN BROTHERS HARRIMAN & CO | 9 | 1 | 0.00% | 0.01% | 0.17% | Q1 2013 | Q3 2023 | 24 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 24 | 24 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
BANK OF NOVA SCOTIA | 12 | 1 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 23 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Atria Investments, Inc | 14 | 9 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.56% | 1.15% | 1.57% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 22 |
Rafferty Asset Management, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 22 |
CAPTRUST FINANCIAL ADVISORS | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 22 |
Horizon Kinetics | 22 | 22 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2018 | 22 |
Man Group plc | 21 | 21 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
TWIN CAPITAL MANAGEMENT INC | 9 | 6 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q4 2022 | 21 |
Epoch Investment Partners, Inc. | 20 | 1 | 0.01% | 0.10% | 0.14% | Q2 2014 | Q1 2020 | 21 |
Freedom Investment Management, Inc. | 21 | 21 | 0.02% | 0.07% | 0.18% | Q4 2017 | Q4 2022 | 21 |
Yorktown Management & Research Co Inc | 21 | 21 | 0.19% | 0.81% | 1.59% | Q4 2017 | Q4 2022 | 21 |
ASHFORD CAPITAL MANAGEMENT INC | 21 | 21 | 0.06% | 0.14% | 0.26% | Q3 2018 | Q3 2023 | 21 |
BANK OF STOCKTON | 21 | 21 | 0.17% | 0.40% | 0.66% | Q3 2018 | Q3 2023 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
FRANKLIN RESOURCES INC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Spectrum Asset Management, Inc. (NB/CA) | 19 | 2 | 0.12% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 21 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 21 | 21 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q1 2022 | 21 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.04% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
CONNABLE OFFICE INC | 14 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.04% | 0.11% | 0.16% | Q4 2018 | Q3 2023 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 20 |
Allianz Asset Management GmbH | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 20 |
FDx Advisors, Inc. | 20 | 20 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q1 2018 | 20 |
Mawer Investment Management Ltd. | 20 | 20 | 0.01% | 0.26% | 0.69% | Q4 2018 | Q3 2023 | 20 |
LOOMIS SAYLES & CO L P | 20 | 20 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2023 | 20 |
SEGALL BRYANT & HAMILL, LLC | 19 | 19 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 19 |
State of Alaska, Department of Revenue | 12 | 7 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
Empire Life Investments Inc. | 19 | 19 | 0.04% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 19 |
NAVELLIER & ASSOCIATES INC | 10 | 9 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q3 2022 | 19 |
DUNCKER STREETT & CO INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2019 | 19 |
BNP Paribas Asset Management Holding S.A. | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 10 | 1 | 0.01% | 0.02% | 0.07% | Q4 2013 | Q2 2023 | 19 |
Capital Investment Counsel, Inc | 13 | 5 | 0.04% | 0.10% | 0.23% | Q3 2014 | Q3 2023 | 18 |
Select Equity Group, L.P. | 18 | 18 | 0.13% | 2.21% | 4.52% | Q2 2019 | Q3 2023 | 18 |
Boston Trust Walden Corp | 17 | 1 | 0.00% | 0.27% | 0.41% | Q4 2016 | Q1 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
THOMPSON SIEGEL & WALMSLEY LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
ProShare Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Hanlon Investment Management, Inc. | 18 | 18 | 0.04% | 0.10% | 0.16% | Q1 2019 | Q2 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Champlain Investment Partners, LLC | 16 | 2 | 0.10% | 0.38% | 1.04% | Q1 2013 | Q3 2020 | 18 |
FARR MILLER & WASHINGTON LLC/DC | 18 | 18 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2021 | 18 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
REGIONS FINANCIAL CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 17 |
Kistler-Tiffany Companies, LLC | 10 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 17 |
ALPS ADVISORS INC | 5 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 17 |
Artisan Partners Limited Partnership | 17 | 17 | 0.01% | 0.10% | 0.17% | Q1 2019 | Q1 2023 | 17 |
Altshuler Shaham Ltd | 14 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 17 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 14 | 3 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q4 2022 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.26% | 0.53% | 0.70% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 16 |
CRAMER ROSENTHAL MCGLYNN LLC | 16 | 16 | 0.41% | 0.64% | 1.43% | Q4 2019 | Q3 2023 | 16 |
PARNASSUS INVESTMENTS, LLC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 16 |
PARADIGM ASSET MANAGEMENT CO LLC | 14 | 2 | 0.01% | 0.04% | 0.11% | Q4 2015 | Q3 2020 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Daiwa Securities Group Inc. | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2020 | 16 |
MML INVESTORS SERVICES, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 16 | 16 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 16 |
Asset Dedication, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 15 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2020 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.20% | 0.91% | Q4 2012 | Q2 2023 | 15 |
Zebra Capital Management LLC | 15 | 15 | 0.17% | 0.43% | 0.61% | Q4 2015 | Q2 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 10 | 2 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q2 2022 | 15 |
D.A. DAVIDSON & CO. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
GOLDEN GATE PRIVATE EQUITY, INC. | 15 | 15 | 0.96% | 3.48% | 5.70% | Q4 2016 | Q2 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 14 | 14 | 0.44% | 0.58% | 0.78% | Q2 2020 | Q3 2023 | 14 |
TDAM USA INC. | 14 | 14 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q2 2018 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 14 |
Harvest Fund Management Co., Ltd | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 14 |
Nationwide Fund Advisors | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2017 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 6 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 14 |
FIRST QUADRANT LLC/CA | 11 | 1 | 0.00% | 0.05% | 0.29% | Q3 2015 | Q2 2020 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
SYNOVUS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CIBC Asset Management Inc | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 14 |
EAGLE ASSET MANAGEMENT INC | 8 | 6 | 0.02% | 0.12% | 0.24% | Q2 2013 | Q2 2020 | 14 |
Redmond Asset Management, LLC | 14 | 14 | 0.23% | 0.52% | 0.71% | Q2 2020 | Q3 2023 | 14 |
WASATCH ADVISORS LP | 14 | 14 | 0.60% | 0.87% | 1.12% | Q2 2020 | Q3 2023 | 14 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q4 2022 | 14 |
QS Investors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2018 | 14 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2021 | 13 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 13 |
WHITTIER TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 13 |
ANALYTIC INVESTORS, LLC | 13 | 13 | 0.02% | 0.08% | 0.16% | Q3 2013 | Q3 2016 | 13 |
Cresset Asset Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
WINTON GROUP Ltd | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q3 2021 | 13 |
HBK Sorce Advisory LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2019 | 13 |
JANUS HENDERSON GROUP PLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
COMMONWEALTH EQUITY SERVICES, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TCI Wealth Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Penserra Capital Management LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
SIMON QUICK ADVISORS, LLC | 8 | 4 | 0.00% | 0.03% | 0.07% | Q2 2020 | Q3 2023 | 12 |
NewEdge Advisors, LLC | 5 | 3 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 12 |
Global Retirement Partners, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
Southeast Asset Advisors Inc. | 12 | 12 | 0.50% | 0.95% | 1.19% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.10% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Asset Management One Co., Ltd. | 9 | 3 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 12 |
Conestoga Capital Advisors, LLC | 12 | 12 | 0.73% | 1.11% | 1.70% | Q1 2013 | Q4 2015 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 0.33% | 0.43% | 0.60% | Q4 2020 | Q3 2023 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.03% | 0.12% | Q3 2019 | Q2 2023 | 12 |
Heartland Bank & Trust Co | 12 | 12 | 0.17% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.10% | Q1 2018 | Q2 2023 | 12 |
JANE STREET GROUP, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 12 |
McIlrath & Eck, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 12 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 12 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 12 |
COMERICA BANK | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 12 |
Stanley-Laman Group, Ltd. | 10 | 1 | 0.04% | 0.38% | 1.23% | Q2 2019 | Q2 2022 | 11 |
Precision Wealth Strategies, LLC | 9 | 2 | 0.32% | 0.44% | 0.66% | Q4 2020 | Q3 2023 | 11 |
Bard Financial Services, Inc. | 10 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
PELHAM GLOBAL FINANCIALS LTD | 11 | 11 | 10.37% | 13.14% | 22.50% | Q4 2019 | Q2 2022 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Veritable, L.P. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.05% | 0.09% | 0.13% | Q4 2017 | Q2 2020 | 11 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 11 |
American Portfolios Advisors | 10 | 1 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2022 | 11 |
CEERA INVESTMENTS, LLC | 11 | 11 | 1.41% | 1.92% | 2.63% | Q1 2021 | Q3 2023 | 11 |
PDT Partners, LLC | 5 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 11 |
DekaBank Deutsche Girozentrale | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 11 |
Quantinno Capital Management LP | 8 | 3 | 0.02% | 0.12% | 0.33% | Q2 2019 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 0.98% | 1.51% | 1.99% | Q4 2020 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Point72 Hong Kong Ltd | 4 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2022 | 11 |
PICTET ASSET MANAGEMENT LTD | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2021 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q2 2023 | 11 |
EQUITABLE TRUST CO | 10 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 11 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q4 2021 | 10 |
IBM Retirement Fund | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 10 |
SHELL ASSET MANAGEMENT CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NATIXIS | 5 | 1 | 0.01% | 0.02% | 0.08% | Q1 2019 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Lindbrook Capital, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Eagle Ridge Investment Management | 9 | 1 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q4 2019 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 10 |
Fiera Capital Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
WOLFF WIESE MAGANA LLC | 8 | 2 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 10 |
BOKF, NA | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
Grandeur Peak Global Advisors, LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Perkins Investment Management, LLC | 10 | 10 | 0.01% | 0.17% | 0.34% | Q3 2014 | Q4 2016 | 10 |
Praesidium Investment Management Company, LLC | 10 | 10 | 3.22% | 5.15% | 6.78% | Q2 2021 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 10 |
GEORGE KAISER FAMILY FOUNDATION | 10 | 10 | 0.41% | 0.52% | 0.63% | Q2 2021 | Q3 2023 | 10 |
Steward Partners Investment Advisory, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FIDUCIARY TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Echo Street Capital Management LLC | 6 | 3 | 0.01% | 0.53% | 1.21% | Q1 2021 | Q2 2023 | 9 |
Piermont Capital Management Inc. | 7 | 2 | 0.08% | 0.16% | 0.21% | Q4 2015 | Q2 2018 | 9 |
Pallas Capital Advisors LLC | 9 | 9 | 0.12% | 0.26% | 0.36% | Q1 2021 | Q1 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
CIGNA INVESTMENTS INC /NEW | 6 | 1 | 0.02% | 0.10% | 0.14% | Q4 2016 | Q2 2020 | 9 |
ALGERT GLOBAL LLC | 9 | 9 | 0.08% | 0.18% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.06% | 0.14% | 0.22% | Q4 2019 | Q4 2021 | 9 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q2 2022 | 9 |
Bridgewater Associates | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q2 2019 | Q2 2022 | 9 |
Palo Capital, Inc. | 9 | 9 | 1.21% | 1.35% | 1.50% | Q4 2016 | Q4 2018 | 9 |
FCF Advisors LLC | 9 | 9 | 0.54% | 0.93% | 1.24% | Q4 2018 | Q4 2020 | 9 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 9 | 9 | 0.16% | 0.24% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Valeo Financial Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
TCW GROUP INC | 9 | 9 | 0.04% | 0.13% | 0.18% | Q4 2020 | Q4 2022 | 9 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 9 |
2Xideas AG | 9 | 9 | 0.85% | 1.04% | 1.42% | Q3 2021 | Q3 2023 | 9 |
GLOBEFLEX CAPITAL L P | 6 | 1 | 0.02% | 0.17% | 0.24% | Q4 2013 | Q1 2021 | 9 |
ALLSTATE CORP | 9 | 9 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 9 |
PRIVATE TRUST CO NA | 6 | 3 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 9 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2021 | 9 |
Dundas Partners LLP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Capital Impact Advisors, LLC | 9 | 9 | 0.40% | 0.97% | 2.03% | Q4 2013 | Q4 2015 | 9 |
Spears Abacus Advisors LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2022 | 9 |
BDO Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 9 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2022 | 9 |
MANNING & NAPIER ADVISORS LLC | 9 | 9 | 0.06% | 0.07% | 0.10% | Q1 2014 | Q1 2016 | 9 |
Accretive Wealth Partners, LLC | 9 | 9 | 0.38% | 0.49% | 0.66% | Q3 2021 | Q3 2023 | 9 |
AMP Capital Investors Ltd | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 9 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q4 2016 | 9 |
CVA Family Office, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 8 |
RAYMOND JAMES TRUST N.A. | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.73% | 0.97% | 1.24% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CARILLON TOWER ADVISERS, INC. | 8 | 8 | 0.00% | 0.21% | 0.29% | Q3 2018 | Q2 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 6 | 2 | 0.01% | 0.07% | 0.20% | Q4 2019 | Q1 2022 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV | 5 | 3 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2015 | 8 |
O'Shares Investment Advisers, LLC | 8 | 8 | 0.08% | 0.11% | 0.21% | Q2 2020 | Q1 2022 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
TLP GROUP LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q2 2016 | Q3 2018 | 8 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2019 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 8 |
Alamar Capital Management, LLC | 8 | 8 | 0.77% | 1.62% | 2.25% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q4 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Regal Partners Ltd | 8 | 8 | 0.28% | 1.76% | 2.99% | Q4 2020 | Q3 2022 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q1 2017 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bares Capital Management | 8 | 8 | 0.11% | 0.45% | 1.50% | Q1 2013 | Q4 2014 | 8 |
MACKAY SHIELDS LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2019 | 8 |
EATON VANCE MANAGEMENT | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Pendal Group Ltd | 8 | 8 | 0.71% | 0.96% | 1.21% | Q1 2021 | Q4 2022 | 8 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.00% | 0.07% | 0.13% | Q2 2015 | Q4 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2019 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2017 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Covey Capital Advisors, LLC | 8 | 8 | 0.98% | 1.31% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Ashe Capital Management, LP | 8 | 8 | 3.49% | 11.11% | 15.07% | Q4 2014 | Q3 2016 | 8 |
Force Capital Management LLC | 7 | 7 | 0.48% | 1.05% | 1.25% | Q4 2017 | Q2 2019 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.04% | 0.11% | Q2 2018 | Q1 2020 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Northern Right Capital Management, L.P. | 7 | 7 | 2.17% | 4.37% | 5.69% | Q2 2020 | Q4 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Assenagon Asset Management S.A. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2021 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2016 | 7 |
ALPHASIMPLEX GROUP, LLC | 7 | 7 | 0.29% | 0.40% | 0.52% | Q2 2020 | Q4 2021 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
AGF Investments LLC | 5 | 2 | 0.07% | 0.11% | 0.16% | Q3 2019 | Q2 2021 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 7 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 7 | 7 | 0.20% | 0.25% | 0.29% | Q2 2013 | Q4 2014 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
M&G INVESTMENT MANAGEMENT LTD | 7 | 7 | 0.05% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Parkwood LLC | 6 | 1 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2017 | 7 |
Omnia Family Wealth, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Cerity Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Clarkston Capital Partners, LLC | 7 | 7 | 0.12% | 0.28% | 0.46% | Q4 2013 | Q2 2015 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2017 | 7 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 7 | 7 | 0.02% | 0.12% | 0.64% | Q2 2020 | Q4 2021 | 7 |
Holocene Advisors, LP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 7 |
DEERE & CO | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 7 |
TAMRO Capital Partners LLC | 4 | 3 | 1.09% | 1.48% | 1.96% | Q2 2013 | Q4 2015 | 7 |
CULLEN/FROST BANKERS, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 7 |
AHL Partners LLP | 5 | 2 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q3 2017 | 7 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2019 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2022 | 6 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2015 | Q3 2016 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
PLANNING ALTERNATIVES LTD /ADV | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Trek Financial, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Aquatic Capital Management LLC | 5 | 1 | 0.00% | 0.05% | 0.13% | Q4 2021 | Q2 2023 | 6 |
AXA S.A. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2020 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 6 |
MSI Financial Services Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 6 |
DEARBORN PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
HANCOCK WHITNEY CORP | 6 | 6 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2020 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
RONALD BLUE & CO LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.03% | 0.10% | 0.37% | Q3 2014 | Q1 2019 | 6 |
APG Asset Management N.V. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 6 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 6 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 6 |
JENNISON ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Baird Financial Group, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Robeco Institutional Asset Management B.V. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 6 |
EARNEST PARTNERS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Highstreet Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q4 2019 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.13% | 0.18% | Q4 2017 | Q4 2022 | 6 |
CI Global Investments Inc. | 6 | 6 | 0.08% | 0.18% | 0.26% | Q3 2016 | Q4 2017 | 6 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
GSA CAPITAL PARTNERS LLP | 3 | 2 | 0.03% | 0.11% | 0.22% | Q2 2020 | Q1 2022 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.19% | 0.33% | Q3 2022 | Q3 2023 | 5 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.73% | 0.94% | 1.41% | Q4 2021 | Q4 2022 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
OPPENHEIMER & CO INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
PineBridge Investments, L.P. | 3 | 2 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q4 2018 | 5 |
RAMSEY QUANTITATIVE SYSTEMS | 4 | 1 | 0.31% | 0.53% | 0.80% | Q3 2016 | Q4 2018 | 5 |
AGF INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Kames Capital Management Ltd | 5 | 5 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q4 2014 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2015 | Q3 2016 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 5 |
ASSOCIATED BANC-CORP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.88% | 1.08% | 1.20% | Q2 2021 | Q2 2022 | 5 |
AVIVA PLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Sapphire Star Partners LP | 5 | 5 | 0.76% | 0.95% | 1.20% | Q4 2017 | Q4 2018 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 5 |
MUFG Securities EMEA plc | 3 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q1 2021 | 5 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
ZACKS INVESTMENT MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
ClearBridge Investments | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 5 |
Krane Funds Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 2 | 0.00% | 0.05% | 0.24% | Q2 2021 | Q1 2023 | 5 |
WADDELL & REED FINANCIAL INC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2020 | 5 |
HRT FINANCIAL LP | 3 | 2 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 5 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 5 |
Alberta Investment Management Corp | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
HALSEY ASSOCIATES INC/CT | 5 | 5 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q2 2014 | 5 |
MENTA CAPITAL LLC | 5 | 5 | 0.11% | 0.20% | 0.26% | Q4 2016 | Q4 2017 | 5 |
Bank of New Hampshire | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
BTC Capital Management, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SRS Capital Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 4 |
HIGH POINT BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 4 |
HARBOUR INVESTMENTS, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
FIL Ltd | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2015 | Q2 2022 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 4 |
Blue Trust, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.10% | 0.15% | Q1 2015 | Q4 2016 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2018 | 4 |
MAI Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q2 2021 | Q1 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q4 2016 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.06% | 0.11% | 0.17% | Q1 2021 | Q3 2022 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Cordasco Financial Network | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.26% | 0.32% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 4 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2019 | 4 |
ASSETMARK, INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
STRS OHIO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 4 |
LEUTHOLD GROUP, LLC | 3 | 1 | 0.19% | 0.23% | 0.30% | Q1 2016 | Q1 2017 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.24% | 0.27% | 0.29% | Q1 2019 | Q4 2019 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SCOUT INVESTMENTS, INC. | 4 | 4 | 0.16% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 4 | 4 | 0.06% | 0.15% | 0.24% | Q2 2022 | Q1 2023 | 4 |
Kepos Capital LP | 3 | 1 | 0.02% | 0.09% | 0.24% | Q2 2018 | Q4 2019 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.76% | 0.91% | 1.15% | Q1 2021 | Q4 2021 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.22% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2021 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q3 2018 | 4 |
LMR Partners LLP | 4 | 4 | 0.01% | 0.13% | 0.32% | Q3 2021 | Q2 2022 | 4 |
Versor Investments LP | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
SENTINEL ASSET MANAGEMENT, INC. | 4 | 4 | 0.30% | 0.31% | 0.35% | Q2 2013 | Q1 2014 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 4 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
AJO, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2020 | 3 |
INTECH INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Quotient Investors, LLC | 3 | 3 | 0.09% | 0.27% | 0.46% | Q4 2014 | Q2 2015 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
JANUS HENDERSON INVESTORS US LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.45% | 1.16% | 1.70% | Q1 2023 | Q3 2023 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
NATIONAL PENN INVESTORS TRUST CO /PA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
Neuburgh Advisers LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 3 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 3 |
Riverview Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.05% | 0.10% | 0.14% | Q2 2016 | Q1 2019 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.07% | 0.12% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Ground Swell Capital, LLC | 1 | 1 | 0.01% | 0.68% | 1.61% | Q2 2014 | Q2 2022 | 3 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 3 | 3 | 0.09% | 0.20% | 0.28% | Q3 2016 | Q1 2017 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.27% | 0.44% | 0.60% | Q2 2020 | Q4 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2022 | 3 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Flinton Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Tyers Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 3 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.07% | 0.09% | Q1 2021 | Q2 2023 | 3 |
Convergence Investment Partners, LLC | 3 | 3 | 0.12% | 0.20% | 0.35% | Q4 2015 | Q2 2016 | 3 |
BNC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q1 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Walleye Trading LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
Firestone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Japan Co. Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2015 | 3 |
Quantamental Technologies LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 3 |
HOLLENCREST CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.27% | 0.59% | 1.15% | Q4 2015 | Q2 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Glen Harbor Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.02% | 0.07% | 0.13% | Q1 2021 | Q1 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q2 2018 | 3 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.01% | 0.07% | 0.10% | Q2 2016 | Q4 2016 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2020 | 3 |
Atlantic Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2021 | 3 |
ROBERTS GLORE & CO INC /IL/ | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q4 2021 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2016 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2015 | Q4 2015 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q4 2017 | 2 |
Polen Capital Management | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
True North Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Motley Fool Asset Management LLC | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
BerganKDV Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
SEI TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.20% | 1.13% | 2.06% | Q4 2021 | Q1 2022 | 2 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Airain ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q2 2014 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.35% | 0.42% | 0.49% | Q4 2013 | Q1 2014 | 2 |
Artemis Investment Management LLP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q2 2016 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q1 2022 | Q3 2022 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q2 2023 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
GQ Asset Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q4 2022 | 2 |
Motley Fool Wealth Management, LLC | 2 | 2 | 0.28% | 0.30% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Engle Capital Management, L.P. | 2 | 2 | 3.34% | 4.08% | 4.81% | Q4 2021 | Q1 2022 | 2 |
REYNOLDS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.10% | 0.20% | Q4 2020 | Q1 2021 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Athanor Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2022 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
LaSalle Street Capital Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q1 2017 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Man Investments Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Oak Thistle LLC | 1 | 1 | 0.34% | 0.36% | 0.37% | Q1 2022 | Q2 2023 | 2 |
Cambridge Investment Research Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.05% | 0.08% | 0.10% | Q1 2016 | Q2 2016 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2019 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Leverage Partners Absolute Return Fund SPC | 2 | 2 | 0.49% | 0.62% | 0.75% | Q3 2021 | Q4 2021 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Global Endowment Management, LP | 2 | 2 | 0.26% | 0.32% | 0.38% | Q4 2014 | Q1 2015 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Donoghue Forlines LLC | 1 | 1 | 0.33% | 0.34% | 0.35% | Q3 2019 | Q3 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q2 2022 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q4 2013 | Q1 2014 | 2 |
Tradeworx Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2013 | Q2 2013 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2018 | Q1 2019 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
INVESCO, LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Louisiana State Employees Retirement System | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ING GROEP NV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Perpetual Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Retirement Systems of Alabama | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Noked Israel Ltd | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2019 | Q3 2019 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Invictus RG | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cetera Investment Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GAM Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Long Road Investment Counsel, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Bedlam Asset Management plc | 1 | 1 | 6.56% | 6.56% | 6.56% | Q2 2013 | Q2 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Incline Global Management LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2020 | Q3 2020 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
TEXAS PERMANENT SCHOOL FUND CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q1 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Activest Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Stonegate Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
YOUSIF CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TOBAM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2023 | Q1 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OAK ASSOCIATES LTD /OH/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
DF DENT & CO INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
GATEWAY INVESTMENT ADVISERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Noked Capital LTD | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2019 | Q3 2019 | 1 |
Realta Investment Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Diversified Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own MORNINGSTAR INC or have owned MORNINGSTAR INC in the past.