Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 77 |
Citadel Advisors | 13 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 54 |
HUNTINGTON NATIONAL BANK | 50 | 50 | 0.00% | 0.00% | 0.01% | Q2 2011 | Q3 2023 | 50 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 47 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Conestoga Capital Advisors, LLC | 43 | 43 | 1.13% | 2.75% | 3.92% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2023 | 43 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BAMCO INC /NY/ | 42 | 42 | 0.01% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Brown Capital Management | 42 | 42 | 1.17% | 3.85% | 5.32% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.44% | 1.06% | 1.62% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.11% | 0.60% | 1.32% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Private Harbour Investment Management & Counsel, LLC | 42 | 42 | 0.25% | 0.87% | 1.49% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.54% | 1.40% | 2.12% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.02% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Clean Yield Group | 42 | 42 | 0.05% | 0.19% | 0.96% | Q2 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.13% | 0.29% | 0.50% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.22% | 0.39% | 0.63% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Teton Advisors, Inc. | 42 | 42 | 0.34% | 0.88% | 1.53% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 24 | 17 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
UBS ASSET MANAGEMENT AMERICAS INC | 38 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 41 | 41 | 0.39% | 1.33% | 2.43% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 41 |
NORGES BANK | 37 | 2 | 0.00% | 0.01% | 0.07% | Q2 2012 | Q4 2022 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Ranger Investment Management | 37 | 4 | 0.51% | 1.45% | 2.59% | Q2 2013 | Q3 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 40 |
BARCLAYS PLC | 30 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 32 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 24 | 16 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
WESBANCO BANK INC | 18 | 4 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
PROFUND ADVISORS LLC | 36 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 39 |
JPMORGAN CHASE & CO | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
PRIVATE TRUST CO NA | 38 | 38 | 0.14% | 0.53% | 1.02% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 38 |
STEPHENS INC /AR/ | 21 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 37 | 37 | 1.08% | 2.10% | 3.22% | Q2 2013 | Q2 2022 | 37 |
MARTINGALE ASSET MANAGEMENT L P | 37 | 37 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 37 |
First Horizon Advisors, Inc. | 31 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
AQR Capital Management | 22 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 36 |
Aureus Asset Management, LLC | 34 | 2 | 0.02% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 36 |
LS Investment Advisors, LLC | 24 | 12 | 0.03% | 0.19% | 0.43% | Q3 2014 | Q3 2023 | 36 |
STRS OHIO | 28 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
STATE OF WISCONSIN INVESTMENT BOARD | 36 | 36 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.03% | 0.08% | 0.28% | Q2 2013 | Q1 2022 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
SG Americas Securities, LLC | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 35 |
FRED ALGER MANAGEMENT, LLC | 35 | 35 | 0.05% | 0.26% | 0.57% | Q1 2015 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 35 |
Liberty Capital Management, Inc. | 29 | 6 | 0.20% | 1.29% | 2.30% | Q2 2013 | Q1 2022 | 35 |
VAN ECK ASSOCIATES CORP | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Cowen Prime Services LLC | 33 | 33 | 0.14% | 0.28% | 0.44% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 33 |
FDx Advisors, Inc. | 22 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
JANUS HENDERSON GROUP PLC | 23 | 1 | 0.00% | 0.07% | 0.27% | Q4 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
PineBridge Investments, L.P. | 28 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 32 |
SHEETS SMITH WEALTH MANAGEMENT | 32 | 32 | 0.06% | 0.10% | 0.14% | Q4 2015 | Q3 2023 | 32 |
TOMPKINS FINANCIAL CORP | 32 | 32 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
D. E. Shaw & Co., Inc. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 32 |
BESSEMER GROUP INC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Raymond James Financial Services Advisors, Inc. | 15 | 2 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 31 |
AMALGAMATED BANK | 30 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 31 |
State of Tennessee, Treasury Department | 20 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 31 |
BADGLEY PHELPS & BELL INC | 30 | 30 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2020 | 30 |
Family Firm, Inc. | 30 | 30 | 0.06% | 0.13% | 0.19% | Q4 2014 | Q1 2022 | 30 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 30 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 30 | 30 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2020 | 30 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 27 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
TCI Wealth Advisors, Inc. | 29 | 29 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2023 | 29 |
TRUIST FINANCIAL CORP | 16 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Provident Investment Management, Inc. | 29 | 29 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q2 2020 | 29 |
Aperio Group, LLC | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
CONGRESS ASSET MANAGEMENT CO /MA | 28 | 28 | 0.01% | 0.07% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
New England Private Wealth Advisors LLC | 28 | 28 | 0.29% | 0.39% | 0.54% | Q4 2012 | Q3 2019 | 28 |
HighTower Advisors, LLC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 28 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 23 | 5 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
EULAV Asset Management | 28 | 28 | 0.02% | 0.14% | 0.25% | Q4 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Ameritas Investment Partners, Inc. | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 27 |
Bell Bank | 23 | 4 | 0.02% | 0.07% | 0.16% | Q2 2016 | Q1 2023 | 27 |
Carroll Financial Associates, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 27 |
GW&K Investment Management, LLC | 25 | 2 | 0.00% | 0.19% | 0.28% | Q2 2013 | Q2 2022 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.04% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Renaissance Technologies | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2022 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 26 | 26 | 0.03% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Bridge City Capital, LLC | 26 | 26 | 0.60% | 1.20% | 1.77% | Q2 2017 | Q3 2023 | 26 |
SHELTON CAPITAL MANAGEMENT | 21 | 5 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Rehmann Capital Advisory Group | 14 | 1 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q1 2022 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.04% | 0.19% | 0.34% | Q2 2017 | Q3 2023 | 26 |
WASATCH ADVISORS LP | 25 | 25 | 0.15% | 1.34% | 1.89% | Q3 2017 | Q3 2023 | 25 |
Cortina Asset Management, LLC | 25 | 25 | 0.26% | 0.54% | 1.47% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.06% | 0.13% | 0.18% | Q2 2013 | Q2 2019 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
THOMPSON SIEGEL & WALMSLEY LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 25 |
GUGGENHEIM CAPITAL LLC | 16 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 25 |
LPL Financial LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 25 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
McCollum Christoferson Group LLC | 24 | 24 | 1.06% | 2.52% | 4.12% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q1 2020 | 24 |
TIRSCHWELL & LOEWY INC | 24 | 24 | 2.38% | 3.36% | 4.86% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
THB ASSET MANAGEMENT | 24 | 24 | 0.04% | 0.20% | 0.36% | Q1 2015 | Q4 2020 | 24 |
ROYCE & ASSOCIATES LP | 19 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q1 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 23 | 23 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q1 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
Sutton Wealth Advisors Inc. | 19 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 22 |
WMS Partners, LLC | 22 | 22 | 2.74% | 3.82% | 5.54% | Q2 2013 | Q3 2018 | 22 |
Manchester Capital Management LLC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2021 | 22 |
D.A. DAVIDSON & CO. | 17 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 22 |
GREAT LAKES ADVISORS, LLC | 21 | 1 | 0.04% | 0.12% | 0.21% | Q4 2015 | Q1 2023 | 22 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 22 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.28% | 0.47% | Q2 2016 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 19 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
RAYMOND JAMES TRUST N.A. | 9 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 6 | 0.19% | 0.82% | 1.50% | Q2 2013 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 21 |
Pegasus Asset Management, Inc. | 21 | 21 | 0.16% | 0.37% | 0.62% | Q3 2018 | Q3 2023 | 21 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 20 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2021 | 20 |
TIVERTON ASSET MANAGEMENT LLC | 20 | 20 | 0.08% | 0.32% | 0.79% | Q2 2013 | Q1 2018 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ETRADE Capital Management LLC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 20 |
Cranbrook Wealth Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Select Equity Group, L.P. | 9 | 1 | 0.01% | 0.21% | 0.79% | Q2 2014 | Q3 2023 | 20 |
South Dakota Investment Council | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Janney Montgomery Scott LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2017 | 19 |
Rodgers Brothers Inc. | 19 | 19 | 0.09% | 0.15% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Inspire Investing, LLC | 18 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 19 |
Man Group plc | 10 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 19 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Granite Investment Partners, LLC | 19 | 19 | 0.03% | 0.28% | 1.22% | Q1 2019 | Q3 2023 | 19 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2017 | 18 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2019 | 18 |
Timber Creek Capital Management LLC | 18 | 18 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2020 | 18 |
Foundry Partners, LLC | 18 | 18 | 0.06% | 0.13% | 0.19% | Q4 2016 | Q1 2021 | 18 |
HALL LAURIE J TRUSTEE | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Meridian Wealth Management, LLC | 16 | 2 | 0.03% | 0.08% | 0.16% | Q1 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
1st Global Advisors, Inc. | 17 | 17 | 0.05% | 0.09% | 0.19% | Q2 2013 | Q2 2017 | 17 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 17 | 17 | 0.05% | 0.09% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Gradient Investments LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 17 | 17 | 0.11% | 0.86% | 1.64% | Q3 2019 | Q3 2023 | 17 |
LOOMIS SAYLES & CO L P | 12 | 5 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 17 |
JOHN G ULLMAN & ASSOCIATES INC | 17 | 17 | 0.37% | 0.45% | 0.55% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
WRAPMANAGER INC | 11 | 6 | 0.06% | 0.11% | 0.18% | Q2 2019 | Q3 2023 | 17 |
EATON VANCE MANAGEMENT | 17 | 17 | 0.00% | 0.00% | 0.05% | Q3 2018 | Q3 2022 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
FinTrust Capital Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
FULLER & THALER ASSET MANAGEMENT, INC. | 12 | 4 | 0.04% | 0.16% | 0.39% | Q3 2014 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 4 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2022 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 16 |
PDT Partners, LLC | 8 | 2 | 0.01% | 0.05% | 0.09% | Q4 2013 | Q3 2020 | 16 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.02% | 0.11% | Q3 2014 | Q3 2023 | 16 |
Bartlett & Co. LLC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 16 | 16 | 0.14% | 0.21% | 0.36% | Q2 2013 | Q1 2017 | 16 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 15 |
BBVA USA Bancshares, Inc. | 15 | 15 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2016 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2023 | 15 |
Voya Financial Advisors, Inc. | 14 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
WEATHERBIE CAPITAL, LLC | 15 | 15 | 0.10% | 0.31% | 1.14% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 15 |
Yorktown Management & Research Co Inc | 15 | 15 | 0.07% | 0.22% | 0.40% | Q4 2017 | Q2 2021 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 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 |
Holocene Advisors, LP | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 15 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
SUFFOLK CAPITAL MANAGEMENT LLC | 12 | 2 | 0.06% | 0.20% | 0.41% | Q3 2014 | Q4 2018 | 14 |
NORRIS PERNE & FRENCH LLP/MI | 14 | 14 | 0.11% | 1.17% | 1.98% | Q2 2013 | Q3 2016 | 14 |
Valeo Financial Advisors, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 14 |
EAGLE ASSET MANAGEMENT INC | 12 | 2 | 0.04% | 0.10% | 0.14% | Q2 2013 | Q1 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cutler Group LLC / CA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 14 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 14 |
BAHL & GAYNOR INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Icon Wealth Partners, LLC | 8 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 14 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2022 | 13 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 13 |
FEDERATED HERMES, INC. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
OppenheimerFunds, Inc. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q1 2019 | 13 |
AMERICAN CENTURY COMPANIES INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 13 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 5 | 0.01% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 13 |
GREENLEAF TRUST | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 13 |
MGO ONE SEVEN LLC | 10 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2021 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 0.20% | 0.44% | 0.88% | Q3 2020 | Q3 2023 | 13 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 12 |
NATIXIS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 12 |
Sigma Planning Corp | 5 | 3 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2019 | 12 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.06% | 0.14% | Q2 2015 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Zebra Capital Management LLC | 12 | 12 | 0.10% | 0.49% | 0.93% | Q3 2017 | Q2 2020 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Nichols Asset Management LLC | 12 | 12 | 1.00% | 1.70% | 2.37% | Q2 2013 | Q1 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Retirement Systems of Alabama | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
MACQUARIE GROUP LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
AVIVA PLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q4 2022 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 12 | 12 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2016 | 12 |
MUFG Americas Holdings Corp | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q1 2019 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q3 2019 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
XPONANCE, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SECURIAN ASSET MANAGEMENT, INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.16% | 0.75% | Q3 2012 | Q1 2016 | 11 |
Employees Retirement System of Texas | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
MSI Financial Services Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Baystate Wealth Management LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
WINTON GROUP Ltd | 5 | 2 | 0.01% | 0.10% | 0.36% | Q2 2018 | Q3 2021 | 11 |
Hardy Reed LLC | 10 | 1 | 0.04% | 0.07% | 0.10% | Q3 2019 | Q2 2023 | 11 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
EVERENCE CAPITAL MANAGEMENT INC | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2018 | Q3 2020 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.05% | 0.26% | Q3 2018 | Q4 2022 | 11 |
Cresset Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 11 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2015 | 10 |
EVOKE WEALTH, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.13% | 0.24% | 0.35% | Q2 2020 | Q2 2023 | 10 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 10 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 10 |
Bridgewater Associates | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 10 |
Advisory Services Network, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 10 |
Private Advisor Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 6 | 1 | 0.00% | 0.11% | 0.29% | Q2 2015 | Q3 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
BELLEVUE ASSET MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 10 |
State of Wyoming | 10 | 10 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 10 |
NumerixS Investment Technologies Inc | 8 | 2 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q2 2020 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 10 |
Archer Investment Corp | 10 | 10 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Williams Jones Wealth Management, LLC. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2021 | 10 |
NATIXIS ADVISORS, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
BLAIR WILLIAM & CO/IL | 5 | 1 | 0.00% | 0.08% | 0.27% | Q2 2014 | Q3 2023 | 9 |
Legato Capital Management LLC | 5 | 4 | 0.06% | 0.20% | 0.84% | Q4 2016 | Q3 2023 | 9 |
OLD NATIONAL BANCORP /IN/ | 5 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Walleye Capital LLC | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2022 | Q3 2023 | 9 |
AlphaCrest Capital Management LLC | 5 | 2 | 0.01% | 0.06% | 0.11% | Q3 2019 | Q2 2022 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 1 | 0.00% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.11% | 0.17% | 0.36% | Q4 2012 | Q4 2014 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
PANAGORA ASSET MANAGEMENT INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 9 |
Polen Capital Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2023 | 9 |
Brand Asset Management Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2022 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 4 | 0.02% | 0.06% | 0.11% | Q4 2013 | Q4 2016 | 9 |
PICTET ASSET MANAGEMENT LTD | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2021 | 9 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q1 2018 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.14% | 0.50% | Q4 2012 | Q2 2022 | 8 |
AHL Partners LLP | 5 | 3 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2017 | 8 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.09% | 0.17% | Q4 2015 | Q3 2023 | 8 |
ARBOR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.46% | 0.94% | 1.61% | Q2 2013 | Q2 2016 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q1 2019 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 5 | 1 | 0.02% | 0.08% | 0.13% | Q3 2019 | Q3 2023 | 8 |
MAIRS & POWER INC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 8 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 8 |
Heritage Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
Regal Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 8 |
Sterling Capital Management LLC | 7 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q4 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q1 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MANNING & NAPIER ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Dorsey & Whitney Trust CO LLC | 5 | 3 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.05% | 0.06% | 0.09% | Q3 2018 | Q2 2020 | 8 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quantamental Technologies LLC | 3 | 1 | 0.06% | 0.21% | 0.65% | Q4 2018 | Q1 2023 | 7 |
Summit Global Investments | 5 | 2 | 0.01% | 0.07% | 0.10% | Q2 2018 | Q2 2021 | 7 |
Li Winifred I | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2022 | 7 |
Paloma Partners Management Co | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2022 | 7 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q2 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q1 2021 | 7 |
TCF National Bank | 7 | 7 | 0.07% | 0.08% | 0.10% | Q3 2019 | Q1 2021 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 7 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q2 2019 | 7 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q4 2022 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.05% | 0.11% | Q4 2020 | Q2 2022 | 7 |
PICTET ASSET MANAGEMENT SA | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
Wealthspire Advisors, L.P. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2019 | 7 |
COOKSON PEIRCE & CO INC | 5 | 1 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2019 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
KB FINANCIAL PARTNERS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Sanford Advisory Services, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
MENTA CAPITAL LLC | 5 | 1 | 0.06% | 0.18% | 0.60% | Q1 2016 | Q1 2019 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2022 | 7 |
Walleye Trading LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2020 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q1 2022 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FIRST MANHATTAN CO. LLC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Magnus Financial Group LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2020 | 6 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2022 | 6 |
Concorde Asset Management, LLC | 5 | 1 | 0.11% | 0.14% | 0.23% | Q2 2018 | Q4 2021 | 6 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q2 2022 | 6 |
Stone Ridge Asset Management LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Simmons Bank | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2020 | Q2 2021 | 6 |
Prestige Wealth Management Group LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
AMI ASSET MANAGEMENT CORP | 3 | 3 | 0.07% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Granahan Investment Management | 3 | 3 | 0.01% | 0.15% | 0.40% | Q2 2018 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CIM INVESTMENT MANAGEMENT INC | 6 | 6 | 0.07% | 0.10% | 0.16% | Q3 2020 | Q4 2021 | 6 |
PRUDENTIAL PLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.01% | 0.18% | 0.77% | Q4 2021 | Q1 2023 | 6 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 5 | 1 | 0.04% | 0.64% | 1.22% | Q4 2020 | Q1 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 4 | 2 | 0.00% | 0.08% | 0.18% | Q3 2021 | Q3 2023 | 6 |
UMB Bank, n.a. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.04% | 0.07% | Q4 2014 | Q1 2022 | 6 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Guardian Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OPTIMUM INVESTMENT ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q3 2022 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q4 2020 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q3 2018 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 2 | 0.15% | 0.25% | 0.35% | Q3 2015 | Q2 2022 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 5 |
TAMRO Capital Partners LLC | 5 | 5 | 0.46% | 1.00% | 2.06% | Q4 2014 | Q4 2015 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
CAXTON ASSOCIATES LP | 5 | 5 | 0.03% | 0.08% | 0.17% | Q3 2021 | Q3 2022 | 5 |
Pertento Partners LLP | 5 | 5 | 2.76% | 5.29% | 6.77% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.28% | 0.36% | 0.44% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.19% | 0.32% | Q4 2019 | Q4 2020 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 5 |
RIVER GLOBAL INVESTORS LLP | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Soapstone Management L.P. | 5 | 5 | 1.91% | 6.57% | 8.27% | Q3 2022 | Q3 2023 | 5 |
KBC Group NV | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 5 |
Values First Advisors, Inc. | 5 | 5 | 0.14% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Advantage Alpha Capital Partners LP | 4 | 1 | 0.06% | 0.70% | 1.11% | Q1 2020 | Q3 2021 | 5 |
WELCH & FORBES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Stanley-Laman Group, Ltd. | 5 | 5 | 0.23% | 0.24% | 0.26% | Q4 2018 | Q4 2019 | 5 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MEMBERS CAPITAL ADVISORS INC | 5 | 5 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TFS CAPITAL LLC | 2 | 1 | 0.05% | 0.14% | 0.39% | Q4 2014 | Q4 2016 | 5 |
MARCO INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q4 2021 | 5 |
Kistler-Tiffany Companies, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Granite Point Capital Management, L.P. | 4 | 4 | 0.11% | 0.40% | 0.59% | Q3 2014 | Q2 2015 | 4 |
Ledyard National Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.11% | 0.16% | Q3 2021 | Q2 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 4 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q2 2022 | 4 |
HALSEY ASSOCIATES INC/CT | 3 | 1 | 0.05% | 0.13% | 0.25% | Q2 2013 | Q1 2018 | 4 |
Ardevora Asset Management LLP | 4 | 4 | 0.86% | 0.94% | 1.02% | Q2 2018 | Q1 2019 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 4 |
Regal Wealth Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Boston Trust Walden Corp | 4 | 4 | 0.20% | 0.25% | 0.30% | Q2 2013 | Q1 2014 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Tradewinds Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Johnson Financial Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Delos Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
REGIONS FINANCIAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.10% | 0.16% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2022 | 4 |
Deseret Mutual Benefit Administrators | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Aquatic Capital Management LLC | 4 | 4 | 0.01% | 0.05% | 0.17% | Q4 2021 | Q3 2022 | 4 |
MACKAY SHIELDS LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q2 2022 | 4 |
TD ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PICTET BANK & TRUST Ltd | 4 | 4 | 0.20% | 0.36% | 0.50% | Q4 2022 | Q3 2023 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 4 |
HOWE & RUSLING INC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NFJ INVESTMENT GROUP, LLC | 4 | 4 | 0.28% | 0.34% | 0.40% | Q2 2022 | Q1 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2022 | 4 |
Diversified Trust Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q4 2023 | 4 |
Sageworth Trust Co | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
BANK PICTET & CIE (ASIA) LTD | 4 | 4 | 0.86% | 1.27% | 1.71% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
UNIO CAPITAL LLC | 4 | 4 | 0.32% | 0.45% | 0.62% | Q4 2017 | Q3 2018 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Harvest Capital Strategies LLC | 2 | 2 | 0.14% | 0.34% | 0.49% | Q3 2014 | Q4 2016 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 4 |
Versor Investments LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Tredje AP-fonden | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
T. Rowe Price Investment Management, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2022 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Cetera Advisor Networks LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.14% | 0.31% | Q4 2016 | Q3 2022 | 4 |
Pearl River Capital, LLC | 3 | 1 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q4 2022 | 4 |
Hudson Bay Capital Management LP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q4 2022 | 4 |
Kaizen Advisory, LLC | 4 | 4 | 0.31% | 0.48% | 0.76% | Q1 2018 | Q4 2018 | 4 |
Bogart Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.24% | 0.38% | 0.53% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WESTPAC BANKING CORP | 4 | 4 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q1 2019 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
CSS LLC/IL | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
CHICAGO TRUST Co NA | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
RK Capital | 2 | 1 | 0.95% | 1.12% | 1.22% | Q3 2014 | Q2 2015 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q3 2015 | Q1 2016 | 3 |
Casdin Capital, LLC | 3 | 3 | 0.56% | 0.69% | 0.77% | Q1 2018 | Q3 2018 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.07% | 0.23% | 0.55% | Q4 2022 | Q2 2023 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
LMR Partners LLP | 3 | 3 | 0.03% | 0.09% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Amica Retiree Medical Trust | 3 | 3 | 0.23% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Advance Capital Management, Inc. | 3 | 3 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Artal Group S.A. | 3 | 3 | 0.08% | 0.16% | 0.20% | Q1 2014 | Q3 2014 | 3 |
BEACON INVESTMENT ADVISORS LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q2 2023 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.24% | 0.34% | 0.50% | Q3 2014 | Q3 2022 | 3 |
Quilter Plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.10% | 0.16% | 0.22% | Q1 2023 | Q3 2023 | 3 |
XR Securities LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
EQUITABLE TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q2 2019 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.15% | 0.23% | 0.33% | Q4 2015 | Q1 2019 | 3 |
Independence Capital Asset Partners, LLC | 2 | 1 | 0.07% | 2.15% | 3.19% | Q3 2013 | Q4 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sandhill Capital Partners LLC | 3 | 3 | 1.84% | 2.39% | 2.77% | Q2 2019 | Q4 2019 | 3 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
WALL STREET ASSOCIATES | 3 | 3 | 0.16% | 0.24% | 0.28% | Q3 2014 | Q1 2015 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.13% | 0.16% | 0.17% | Q4 2022 | Q2 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Monaco Asset Management SAM | 3 | 3 | 0.12% | 0.47% | 0.98% | Q3 2022 | Q1 2023 | 3 |
PUZO MICHAEL J | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q3 2015 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Champlain Investment Partners, LLC | 3 | 3 | 0.36% | 0.48% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Barbara Oil Co. | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.02% | 0.06% | 0.12% | Q4 2021 | Q2 2022 | 3 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.08% | 0.13% | Q3 2022 | Q4 2022 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ACK Asset Management | 3 | 3 | 4.50% | 5.10% | 5.42% | Q1 2023 | Q3 2023 | 3 |
AtonRa Partners | 3 | 3 | 0.80% | 0.84% | 0.91% | Q1 2023 | Q3 2023 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 3 |
Yarbrough Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Neo Ivy Capital Management | 2 | 1 | 0.00% | 0.15% | 0.37% | Q1 2022 | Q3 2023 | 3 |
TAURUS ASSET MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BARINGS LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Somerset Trust Co | 3 | 3 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q4 2023 | 3 |
Lindenwold Advisors, INC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q3 2023 | 3 |
Parkwood LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2015 | Q1 2016 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.07% | 0.18% | 0.28% | Q3 2022 | Q1 2023 | 3 |
Copper Rock Capital Partners, LLC | 3 | 3 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2017 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q3 2021 | Q4 2021 | 2 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2018 | Q4 2018 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.19% | 0.24% | 0.28% | Q3 2022 | Q1 2023 | 2 |
WHITEBOX ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
New Century Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q2 2017 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
NinePointTwo Capital LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.30% | 0.32% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Fiera Capital Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 2 |
Grandeur Peak Global Advisors, LLC | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q2 2017 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.08% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Glass Jacobson Investment Advisors llc | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Weiss Multi-Strategy Advisers LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
WoodTrust Financial Corp | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Partners Group Holding AG | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
SG Capital Management LLC | 1 | 1 | 1.82% | 2.09% | 2.35% | Q2 2014 | Q2 2019 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.40% | 0.43% | 0.46% | Q4 2014 | Q4 2015 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2023 | 2 |
SHUFRO ROSE & CO LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q4 2022 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2020 | Q4 2020 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 2 |
HAP Trading, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
Quantinno Capital Management LP | 1 | 1 | 0.25% | 0.30% | 0.34% | Q1 2020 | Q4 2020 | 2 |
OneDigital Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Allen Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q3 2018 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.23% | 0.36% | 0.48% | Q3 2015 | Q4 2015 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.30% | 0.30% | 0.31% | Q2 2023 | Q3 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 2 |
Roubaix Capital, LLC | 2 | 2 | 2.24% | 2.90% | 3.55% | Q3 2022 | Q4 2022 | 2 |
ALLSTATE CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Robeco Institutional Asset Management B.V. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
GOFEN & GLOSSBERG LLC /IL/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Tamarack Advisers, LP | 2 | 2 | 0.68% | 1.32% | 1.96% | Q4 2022 | Q1 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Trellus Management Company, LLC | 2 | 2 | 0.68% | 0.73% | 0.77% | Q3 2022 | Q4 2022 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.18% | 0.24% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
AMERICAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.17% | 0.37% | 0.56% | Q2 2023 | Q3 2023 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 2 |
MITCHELL SINKLER & STARR/PA | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 2 | 2 | 0.08% | 0.13% | 0.18% | Q3 2017 | Q4 2017 | 2 |
Bellwether Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
One Fin Capital Management LP | 2 | 2 | 2.92% | 3.07% | 3.22% | Q4 2022 | Q1 2023 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RICE HALL JAMES & ASSOCIATES, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
DEERE & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 7.18% | 7.18% | 7.18% | Q3 2022 | Q3 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Summit Creek Advisors LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2013 | Q2 2013 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
R.P. Boggs & Co. | 1 | 1 | 3.82% | 3.82% | 3.82% | Q3 2023 | Q3 2023 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Korea Investment CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Manteio Capital LLC | 1 | 1 | 20.61% | 20.61% | 20.61% | Q3 2022 | Q3 2022 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Kula Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Banque Cantonale Vaudoise | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
SECTORAL ASSET MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KOPP INVESTMENT ADVISORS LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Invictus RG | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Achmea Investment Management B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2013 | Q2 2013 | 1 |
NICHOLAS COMPANY, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
AGF Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ING GROEP NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carlson Capital Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Sio Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Murchinson Ltd. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2022 | Q3 2022 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Repertoire Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cipher Capital LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Soleus Capital Management, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CUE ADVISORY SERVICES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Samjo Capital LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stiles Financial Services Inc | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Alerus Investment Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
World Asset Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Friedenthal Financial | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own NEOGEN CORP or have owned NEOGEN CORP in the past.