Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 63 |
Citadel Advisors | 22 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.03% | Q1 2012 | Q3 2023 | 46 |
GLENMEDE TRUST CO NA | 42 | 1 | 0.00% | 0.05% | 0.51% | Q1 2008 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
SEGALL BRYANT & HAMILL, LLC | 43 | 43 | 0.01% | 0.14% | 0.34% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
Raymond James Financial Services Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.23% | 0.50% | 0.91% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
HENNESSY ADVISORS INC | 42 | 42 | 0.37% | 0.51% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Janney Montgomery Scott LLC | 42 | 42 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.15% | 0.29% | 0.38% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | 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% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | 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 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.07% | 0.95% | 1.49% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 41 | 41 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 41 |
TD ASSET MANAGEMENT INC | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q2 2023 | 41 |
FEDERATED HERMES, INC. | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 41 |
GABELLI FUNDS LLC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Smithfield Trust Co | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 40 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 34 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 39 |
BESSEMER GROUP INC | 29 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
SG Americas Securities, LLC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 39 |
PINNACLE ASSOCIATES LTD | 18 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
AQR Capital Management | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 38 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Energy Income Partners, LLC | 37 | 37 | 0.10% | 0.69% | 1.63% | Q3 2014 | Q3 2023 | 37 |
GUGGENHEIM CAPITAL LLC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 37 |
RAYMOND JAMES & ASSOCIATES | 35 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 37 |
PANAGORA ASSET MANAGEMENT INC | 35 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
CENTRAL TRUST Co | 33 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 30 | 2 | 0.01% | 0.03% | 0.17% | Q1 2013 | Q1 2022 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 35 |
Ameritas Investment Partners, Inc. | 32 | 1 | 0.02% | 0.08% | 0.12% | Q2 2014 | Q3 2023 | 35 |
AMALGAMATED BANK | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
MOTCO | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
WESTWOOD HOLDINGS GROUP INC | 28 | 6 | 0.00% | 0.02% | 0.21% | Q4 2013 | Q3 2022 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Trust & Banking Corp | 26 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Boston Trust Walden Corp | 33 | 33 | 0.14% | 0.38% | 0.68% | Q2 2013 | Q2 2021 | 33 |
TCI Wealth Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
STIFEL FINANCIAL CORP | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 33 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 31 | 1 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 32 |
Private Advisor Group, LLC | 22 | 10 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 32 |
State of Tennessee, Treasury Department | 10 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q4 2020 | 31 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
SECURIAN ASSET MANAGEMENT, INC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 19 | 12 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.08% | Q4 2015 | Q3 2023 | 31 |
Retirement Systems of Alabama | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 31 | 31 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
OPUS INVESTMENT MANAGEMENT INC | 12 | 8 | 0.10% | 0.40% | 1.06% | Q3 2013 | Q3 2022 | 30 |
MARTINGALE ASSET MANAGEMENT L P | 12 | 8 | 0.01% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 30 |
Renaissance Technologies | 17 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 30 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
INGALLS & SNYDER LLC | 17 | 12 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2022 | 28 |
VICTORY CAPITAL MANAGEMENT INC | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
HighTower Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 28 |
SHELTON CAPITAL MANAGEMENT | 18 | 2 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.49% | 0.75% | 1.02% | Q4 2014 | Q3 2021 | 28 |
FIFTH THIRD BANCORP | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 28 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q3 2023 | 27 |
Advisory Services Network, LLC | 27 | 27 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 21 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 27 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 26 |
CIM INVESTMENT MANAGEMENT INC | 18 | 2 | 0.07% | 0.12% | 0.19% | Q1 2014 | Q2 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 26 |
Steward Partners Investment Advisory, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 26 |
Robeco Schweiz AG | 24 | 2 | 0.11% | 0.45% | 0.99% | Q2 2013 | Q4 2019 | 26 |
WEDBUSH SECURITIES INC | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2022 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.77% | 1.63% | 2.82% | Q2 2015 | Q3 2023 | 26 |
Versant Capital Management, Inc | 18 | 8 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q4 2023 | 26 |
BAR HARBOR TRUST SERVICES | 25 | 25 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q2 2019 | 25 |
QS Investors, LLC | 24 | 1 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2020 | 25 |
JFS WEALTH ADVISORS, LLC | 17 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q2 2020 | 25 |
RATIONAL ADVISORS LLC | 13 | 3 | 0.00% | 0.11% | 0.91% | Q1 2009 | Q3 2016 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
AE Wealth Management LLC | 14 | 4 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q1 2020 | 24 |
CHICAGO EQUITY PARTNERS LLC | 12 | 12 | 0.01% | 0.09% | 0.22% | Q4 2013 | Q1 2020 | 24 |
KBC Group NV | 11 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 23 |
Pacer Advisors, Inc. | 10 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 23 |
EULAV Asset Management | 23 | 23 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2018 | 23 |
B. Riley Wealth Advisors, Inc. | 18 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q2 2023 | 23 |
Channing Capital Management, LLC | 22 | 22 | 0.02% | 0.43% | 1.88% | Q1 2014 | Q2 2019 | 22 |
PDT Partners, LLC | 8 | 2 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q4 2022 | 22 |
Legacy Advisors, LLC | 22 | 22 | 0.12% | 0.38% | 0.86% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.61% | 0.96% | 1.34% | Q2 2018 | Q3 2023 | 22 |
Forward Management, LLC | 22 | 22 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2018 | 22 |
Hexavest Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 22 |
FIRST MERCANTILE TRUST CO | 20 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2021 | 22 |
GREAT LAKES ADVISORS, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 22 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 21 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2020 | 21 |
HSBC HOLDINGS PLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 21 |
SIT INVESTMENT ASSOCIATES INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2020 | 21 |
Manchester Capital Management LLC | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 21 |
Squarepoint Ops LLC | 8 | 2 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.20% | 0.33% | 0.51% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 20 |
Man Group plc | 12 | 8 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 0.02% | 0.07% | Q2 2014 | Q3 2022 | 20 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.06% | Q1 2015 | Q3 2023 | 20 |
SYMONS CAPITAL MANAGEMENT INC | 15 | 1 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2021 | 20 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.04% | 0.19% | Q2 2014 | Q1 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Mariner, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
Evercore Wealth Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Sandy Spring Bank | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
DekaBank Deutsche Girozentrale | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 19 |
TRUST CO OF VERMONT | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 19 |
Jacobi Capital Management LLC | 19 | 19 | 0.00% | 0.14% | 0.17% | Q1 2019 | Q3 2023 | 19 |
SHEETS SMITH WEALTH MANAGEMENT | 12 | 7 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 19 |
BAINCO INTERNATIONAL INVESTORS | 17 | 1 | 0.04% | 0.06% | 0.11% | Q1 2013 | Q4 2017 | 18 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 18 |
SIGNATUREFD, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 18 | 18 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q1 2020 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.14% | 0.73% | Q4 2015 | Q3 2023 | 18 |
BEACON TRUST CO | 17 | 17 | 0.11% | 0.14% | 0.16% | Q1 2013 | Q1 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
DUBUQUE BANK & TRUST CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Supplemental Annuity Collective Trust of NJ | 17 | 17 | 0.33% | 0.44% | 0.52% | Q1 2014 | Q1 2018 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 17 |
First Personal Financial Services | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 17 |
State of Alaska, Department of Revenue | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 16 | 16 | 0.35% | 0.53% | 0.68% | Q4 2019 | Q3 2023 | 16 |
MURPHY CAPITAL MANAGEMENT INC | 8 | 3 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q2 2021 | 16 |
ClariVest Asset Management LLC | 15 | 1 | 0.00% | 0.02% | 0.12% | Q2 2014 | Q3 2023 | 16 |
HUNTINGTON NATIONAL BANK | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2023 | 16 |
PEAK6 Investments LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 16 |
MATTERN CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.85% | 1.06% | 1.22% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.34% | 0.48% | 0.73% | Q4 2019 | Q3 2023 | 16 |
MACQUARIE GROUP LTD | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 16 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.04% | 0.18% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Johnson Financial Group, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
OFI Advisors LLC | 11 | 4 | 0.05% | 0.10% | 0.13% | Q3 2011 | Q3 2015 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Patten Group, Inc. | 15 | 15 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q4 2018 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 11 | 1 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q4 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Aberdeen Wealth Management LLC | 12 | 3 | 0.17% | 0.21% | 0.26% | Q4 2019 | Q3 2023 | 15 |
PINNACLE FINANCIAL PARTNERS INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 15 |
JENNISON ASSOCIATES LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Meridian Wealth Partners, LLC | 8 | 7 | 0.05% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 15 |
BNP Paribas Asset Management Holding S.A. | 11 | 4 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q2 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Vestcor Inc | 14 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisors Asset Management, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Commonwealth Equity Services, Inc | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2017 | 15 |
Vident Investment Advisory, LLC | 11 | 1 | 0.01% | 0.22% | 0.44% | Q4 2014 | Q3 2022 | 15 |
Bruderman Asset Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q1 2015 | Q1 2019 | 14 |
D.A. DAVIDSON & CO. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2017 | 14 |
FNY Investment Advisers, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 14 |
Douglass Winthrop Advisors, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Ethic Inc. | 14 | 14 | 0.03% | 0.06% | 0.12% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cutler Group LLC / CA | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 14 |
CAPTRUST FINANCIAL ADVISORS | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2020 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 14 | 14 | 0.05% | 0.08% | 0.14% | Q3 2015 | Q4 2018 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Allianz Asset Management GmbH | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 14 |
M&T BANK CORP | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2011 | Q4 2014 | 14 |
Glassman Wealth Services | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
TIEDEMANN ADVISORS, LLC | 14 | 14 | 0.06% | 0.12% | 0.21% | Q2 2017 | Q3 2020 | 14 |
American Investment Services, Inc. | 13 | 13 | 0.34% | 0.39% | 0.46% | Q4 2015 | Q4 2018 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.15% | 0.32% | 0.44% | Q4 2016 | Q4 2019 | 13 |
J.W. COLE ADVISORS, INC. | 11 | 2 | 0.02% | 0.06% | 0.44% | Q4 2019 | Q2 2023 | 13 |
Crow Point Partners, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 13 |
SRS Capital Advisors, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
South Dakota Investment Council | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.06% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Laidlaw Wealth Management LLC | 8 | 5 | 0.05% | 0.10% | 0.21% | Q4 2019 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2019 | 13 |
Mosaic Family Wealth, LLC | 8 | 5 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q1 2019 | 13 |
O'Shares Investment Advisers, LLC | 7 | 6 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2022 | 13 |
Good Life Advisors, LLC | 13 | 13 | 0.15% | 0.21% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Cox Capital Mgt LLC | 13 | 13 | 0.15% | 1.25% | 1.91% | Q2 2020 | Q2 2023 | 13 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Holocene Advisors, LP | 12 | 12 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2020 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.18% | 0.28% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q3 2015 | 12 |
Penobscot Investment Management Company, Inc. | 10 | 2 | 0.05% | 0.07% | 0.08% | Q1 2016 | Q1 2019 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 12 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 12 | 12 | 0.03% | 0.05% | 0.07% | Q3 2013 | Q2 2016 | 12 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 12 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 1 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q2 2020 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 3 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 12 |
ICON ADVISERS INC/CO | 12 | 12 | 0.15% | 0.41% | 0.76% | Q4 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Baird Financial Group, Inc. | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
WFG Advisors, LP | 8 | 4 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2017 | 12 |
Cypress Capital Management LLC (WY) | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 12 |
JOHN G ULLMAN & ASSOCIATES INC | 12 | 12 | 0.89% | 1.23% | 1.42% | Q4 2020 | Q3 2023 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 1 | 0.06% | 0.13% | 0.18% | Q2 2014 | Q2 2023 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2016 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q4 2018 | Q3 2021 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Krane Funds Advisors LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 11 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q3 2019 | 11 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.09% | 0.44% | Q3 2019 | Q3 2023 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2015 | 11 |
NAVELLIER & ASSOCIATES INC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Cornerstone Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 11 |
PineBridge Investments, L.P. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
People's United Financial, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q4 2022 | 11 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q2 2021 | 11 |
AGF Investments LLC | 5 | 2 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q1 2021 | 11 |
FinTrust Capital Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q2 2019 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.08% | 0.13% | 0.31% | Q2 2013 | Q4 2015 | 11 |
Liberty Mutual Group Asset Management Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2016 | Q3 2018 | 11 |
RobecoSam USA, Inc. | 5 | 1 | 0.32% | 0.63% | 0.96% | Q2 2013 | Q3 2016 | 11 |
REAVES W H & CO INC | 6 | 1 | 0.01% | 0.39% | 0.62% | Q2 2013 | Q1 2021 | 11 |
Keystone Financial Planning, Inc. | 11 | 11 | 1.94% | 2.55% | 2.83% | Q2 2020 | Q4 2022 | 11 |
Prospera Financial Services Inc | 4 | 2 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q2 2023 | 11 |
TRUIST FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 10 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2018 | 10 |
BAR HARBOR WEALTH MANAGEMENT | 10 | 10 | 0.02% | 0.06% | 0.16% | Q3 2017 | Q4 2019 | 10 |
FIRST NIAGARA BANK | 10 | 10 | 0.04% | 0.06% | 0.09% | Q1 2014 | Q2 2016 | 10 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2022 | 10 |
SHELL ASSET MANAGEMENT CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
LUMINUS MANAGEMENT LLC | 6 | 1 | 0.03% | 0.32% | 0.57% | Q2 2013 | Q3 2016 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.10% | 0.21% | 0.39% | Q3 2017 | Q4 2019 | 10 |
Weaver C. Barksdale & Associates, Inc. | 8 | 2 | 0.01% | 0.13% | 0.61% | Q2 2013 | Q4 2017 | 10 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.05% | 0.19% | Q2 2014 | Q2 2023 | 10 |
Asset Management One Co., Ltd. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2022 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
REGIONS FINANCIAL CORP | 6 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2019 | 10 |
CULLEN/FROST BANKERS, INC. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
AFFINIA FINANCIAL GROUP, LLC | 10 | 10 | 0.14% | 0.19% | 0.26% | Q1 2021 | Q2 2023 | 10 |
OPPENHEIMER & CO INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 10 |
Phocas Financial Corp. | 10 | 10 | 0.24% | 0.51% | 0.64% | Q4 2017 | Q1 2020 | 10 |
OBERWEIS ASSET MANAGEMENT INC/ | 10 | 10 | 0.10% | 0.18% | 0.28% | Q4 2017 | Q1 2020 | 10 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.10% | 0.46% | Q4 2015 | Q1 2023 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 10 |
STRATEGY ASSET MANAGERS LLC | 5 | 1 | 0.05% | 0.07% | 0.11% | Q4 2020 | Q3 2023 | 10 |
VALLEY WEALTH MANAGERS, INC. | 4 | 2 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q2 2019 | 10 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 10 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2023 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 10 |
6 Meridian | 10 | 10 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2020 | 10 |
Newport Capital Group, LLC | 9 | 1 | 0.46% | 0.74% | 1.21% | Q4 2020 | Q2 2023 | 10 |
Belpointe Asset Management LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TFS CAPITAL LLC | 5 | 1 | 0.03% | 0.08% | 0.16% | Q3 2013 | Q1 2016 | 9 |
CIBC Asset Management Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 9 |
ALPS ADVISORS INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 9 |
Personal Capital Advisors Corp | 9 | 9 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Virtu KCG Holdings LLC | 6 | 1 | 0.01% | 0.01% | 0.05% | Q3 2013 | Q2 2017 | 9 |
PAYDEN & RYGEL | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
MUFG Americas Holdings Corp | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q4 2013 | 9 |
World Asset Management Inc | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 9 |
NATIONAL PLANNING CORP | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2017 | 9 |
RAMSEY QUANTITATIVE SYSTEMS | 5 | 4 | 0.23% | 0.44% | 0.66% | Q2 2016 | Q4 2018 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.71% | 0.86% | 1.19% | Q2 2017 | Q2 2019 | 9 |
WINTON GROUP Ltd | 9 | 9 | 0.00% | 0.12% | 0.22% | Q4 2016 | Q4 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 9 |
LORD, ABBETT & CO. LLC | 6 | 3 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2016 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2018 | 9 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 6 | 3 | 0.00% | 0.02% | 0.07% | Q1 2014 | Q3 2016 | 9 |
CI INVESTMENTS INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Bedel Financial Consulting, Inc. | 5 | 3 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q2 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Dean Capital Management | 8 | 8 | 0.98% | 1.86% | 2.75% | Q1 2014 | Q4 2015 | 8 |
AHL Partners LLP | 4 | 1 | 0.01% | 0.13% | 0.30% | Q3 2014 | Q3 2017 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 8 |
Savior LLC | 8 | 8 | 0.00% | 0.52% | 1.20% | Q4 2019 | Q3 2021 | 8 |
Amundi | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.44% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
MACKENZIE FINANCIAL CORP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ATTICUS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FULTON BANK, N.A. | 7 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 8 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.36% | 0.52% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Sapphire Star Partners LP | 5 | 3 | 0.28% | 0.60% | 1.04% | Q4 2016 | Q4 2018 | 8 |
DEAN INVESTMENT ASSOCIATES, LLC | 8 | 8 | 0.32% | 0.63% | 0.89% | Q1 2014 | Q4 2015 | 8 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 8 |
NATIXIS ADVISORS, L.P. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 8 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Doyle Wealth Management | 6 | 1 | 0.02% | 0.04% | 0.04% | Q1 2017 | Q2 2019 | 8 |
NEXT Financial Group, Inc | 2 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
DUNCKER STREETT & CO INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.11% | 0.22% | Q3 2015 | Q4 2022 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.10% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 8 | 8 | 0.01% | 0.10% | 0.24% | Q1 2022 | Q4 2023 | 8 |
Castleton Investment Management LLC | 3 | 1 | 0.14% | 1.02% | 2.04% | Q1 2016 | Q1 2019 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Numeric Investors LLC | 8 | 8 | 0.02% | 0.14% | 0.28% | Q2 2014 | Q1 2016 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 3 | 2 | 0.02% | 0.06% | 0.13% | Q3 2014 | Q2 2023 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 5 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 7 |
WHITTIER TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 7 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 7 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.05% | 0.12% | 0.16% | Q1 2014 | Q4 2018 | 7 |
PUTNAM INVESTMENTS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
Atlas Private Wealth Advisors | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Claro Advisors LLC | 6 | 1 | 0.02% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 7 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.10% | 0.14% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Blackstart Capital LP | 6 | 1 | 2.22% | 4.62% | 5.94% | Q4 2016 | Q2 2020 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.05% | 0.12% | 0.16% | Q3 2013 | Q1 2015 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.12% | 0.44% | Q2 2013 | Q2 2018 | 7 |
FORSTA AP-FONDEN | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 7 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 7 | 0.05% | 0.07% | 0.11% | Q3 2017 | Q1 2019 | 7 |
CX Institutional | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2020 | 7 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 7 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2014 | Q4 2015 | 7 |
Ardevora Asset Management LLP | 7 | 7 | 1.20% | 1.33% | 1.56% | Q4 2014 | Q2 2016 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.09% | 0.19% | Q1 2018 | Q3 2019 | 7 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.07% | 0.10% | Q3 2014 | Q4 2017 | 7 |
Horizon Investment Services, LLC | 2 | 1 | 0.17% | 0.20% | 0.24% | Q3 2013 | Q2 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
JAMISON EATON & WOOD INC /NJ | 5 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2015 | 7 |
Walleye Capital LLC | 6 | 6 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q1 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Raab & Moskowitz Asset Management LLC | 3 | 1 | 0.02% | 0.13% | 0.27% | Q4 2013 | Q4 2019 | 6 |
Ancora Advisors LLC | 6 | 6 | 0.06% | 0.11% | 0.18% | Q1 2020 | Q2 2021 | 6 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q1 2019 | Q2 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 6 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 6 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.13% | 0.26% | Q4 2020 | Q2 2023 | 6 |
Sutton Wealth Advisors Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CWS Financial Advisors, LLC | 4 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q2 2023 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.86% | 1.04% | 1.26% | Q1 2016 | Q1 2023 | 6 |
Copeland Capital Management, LLC | 3 | 3 | 0.30% | 0.66% | 1.00% | Q4 2014 | Q2 2016 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Convergence Investment Partners, LLC | 4 | 2 | 0.12% | 0.32% | 0.56% | Q2 2014 | Q3 2018 | 6 |
PICTET ASSET MANAGEMENT LTD | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2021 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.04% | 0.09% | 0.15% | Q3 2014 | Q2 2016 | 6 |
TOWER BRIDGE ADVISORS | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CIBC WORLD MARKET INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 3 | 2 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q4 2016 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.02% | 0.06% | 0.07% | Q2 2014 | Q4 2018 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q2 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q1 2023 | 5 |
CHARTIST INC /CA/ | 2 | 1 | 0.20% | 0.43% | 0.82% | Q4 2017 | Q3 2023 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.12% | 0.18% | Q3 2019 | Q2 2022 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.09% | 0.24% | 0.30% | Q3 2013 | Q3 2014 | 5 |
Global Retirement Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 5 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
MinichMacGregor Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
FOREFRONT WEALTH MANAGEMENT INC. | 5 | 5 | 0.96% | 1.10% | 1.25% | Q3 2022 | Q3 2023 | 5 |
Venturi Wealth Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q4 2019 | 5 |
Invictus RG Pte. Ltd. | 4 | 1 | 0.08% | 0.24% | 0.40% | Q4 2013 | Q1 2015 | 5 |
HM PAYSON & CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DEERE & CO | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q4 2015 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.01% | 0.05% | 0.07% | Q2 2017 | Q3 2018 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Boston Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
AXA S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 5 |
Sterling Capital Management LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2015 | 5 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 5 |
NATIXIS | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 5 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 2 | 0.17% | 0.42% | 0.55% | Q3 2013 | Q3 2015 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 5 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2022 | 5 |
Reynders McVeigh Capital Management, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2022 | 5 |
ALGERT GLOBAL LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2021 | Q3 2022 | 5 |
Concord Wealth Partners | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.07% | 0.38% | 0.63% | Q1 2020 | Q2 2023 | 5 |
Shore Point Advisors, LLC | 3 | 1 | 0.03% | 0.18% | 0.27% | Q4 2021 | Q3 2023 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Aquatic Capital Management LLC | 2 | 1 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
CSat Investment Advisory, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.05% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gary Goldberg Planning Services Inc | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q4 2014 | 4 |
ALPHA WINDWARD LLC | 2 | 1 | 0.26% | 0.28% | 0.29% | Q2 2015 | Q3 2020 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 4 | 4 | 0.06% | 0.07% | 0.09% | Q2 2014 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.03% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.16% | 0.22% | Q3 2018 | Q3 2021 | 4 |
Quantitative Investment Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q1 2020 | Q3 2021 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.76% | 0.94% | 1.10% | Q1 2020 | Q4 2020 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.15% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
APG Asset Management N.V. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 4 |
Assured Investment Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.48% | 0.53% | 0.56% | Q2 2016 | Q1 2017 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Arabesque Asset Management Ltd | 4 | 4 | 0.65% | 0.84% | 1.28% | Q4 2018 | Q3 2019 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.11% | 0.23% | Q2 2019 | Q3 2022 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2015 | 4 |
ING GROEP NV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cypress Wealth Advisors LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2016 | Q1 2017 | 4 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.09% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2017 | Q1 2018 | 4 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Jackson Creek Investment Advisors LLC | 4 | 4 | 0.39% | 0.46% | 0.51% | Q3 2022 | Q2 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q3 2021 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 4 |
JAMES INVESTMENT RESEARCH INC | 4 | 4 | 0.01% | 0.20% | 0.33% | Q2 2018 | Q1 2019 | 4 |
Brandywine Global Investment Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2014 | Q1 2015 | 4 |
Virtus ETF Advisers LLC | 3 | 1 | 0.09% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 4 |
Cipher Capital LP | 3 | 1 | 0.06% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q2 2019 | 4 |
ARGI Investment Services, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q4 2016 | 4 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2017 | 4 |
NVWM, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.17% | 0.48% | 0.65% | Q1 2016 | Q3 2016 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.06% | 0.14% | 0.22% | Q1 2021 | Q1 2022 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 3 |
AJO, LP | 3 | 3 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q1 2014 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
MSI Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 3 |
Sciencast Management LP | 1 | 1 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q4 2021 | 3 |
Iron Horse Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2020 | 3 |
Teza Capital Management LLC | 3 | 3 | 0.12% | 0.15% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Calvert Investment Management, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q4 2016 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
SEI TRUST CO | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
THB ASSET MANAGEMENT | 2 | 1 | 0.02% | 0.17% | 0.36% | Q2 2013 | Q4 2015 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q2 2023 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q4 2018 | 3 |
Riverview Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 3 |
Neuberger Berman Canada ULC | 3 | 3 | 0.05% | 0.11% | 0.18% | Q2 2014 | Q4 2014 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.18% | 0.29% | 0.38% | Q2 2019 | Q3 2023 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.15% | 0.30% | 0.57% | Q4 2013 | Q3 2015 | 3 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q2 2023 | 3 |
BlackRock Japan Co. Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
GAM SYSTEMATIC LLP | 2 | 1 | 0.07% | 0.08% | 0.09% | Q3 2015 | Q2 2016 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
COZAD ASSET MANAGEMENT INC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.04% | 0.17% | 0.33% | Q4 2013 | Q4 2014 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.06% | 0.22% | 0.47% | Q2 2022 | Q3 2023 | 3 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q4 2019 | 3 |
Hillcrest Asset Management LLC | 1 | 1 | 2.35% | 2.50% | 2.66% | Q4 2010 | Q1 2016 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q1 2015 | 3 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
MML INVESTORS SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.37% | 0.40% | 0.47% | Q2 2018 | Q2 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.06% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Versor Investments LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q1 2016 | 3 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Spark Investment Management LLC | 2 | 1 | 0.09% | 0.14% | 0.17% | Q2 2014 | Q4 2019 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q4 2015 | Q2 2016 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 3 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q2 2023 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q2 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
MHI Funds, LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q4 2017 | Q1 2018 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.08% | 0.21% | 0.34% | Q4 2017 | Q4 2019 | 2 |
AEGON ASSET MANAGEMENT UK PLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
JNBA Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2016 | Q1 2017 | 2 |
FULLER & THALER ASSET MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
MV CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Haverford Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q2 2015 | Q4 2015 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.14% | 0.17% | 0.19% | Q4 2016 | Q1 2017 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
EHP Funds Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q3 2023 | 2 |
KWMG, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2016 | Q2 2016 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Bowling Portfolio Management LLC | 2 | 2 | 0.30% | 0.31% | 0.33% | Q2 2018 | Q3 2018 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.06% | 0.15% | 0.24% | Q2 2014 | Q2 2018 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.18% | 0.28% | 0.38% | Q4 2019 | Q3 2020 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Quotient Investors, LLC | 1 | 1 | 0.06% | 0.19% | 0.33% | Q1 2014 | Q2 2015 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q4 2014 | Q1 2015 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2014 | Q4 2014 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
GAM Holding AG | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Tradition Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2016 | Q1 2017 | 2 |
AGF MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HWG Holdings LP | 1 | 1 | 1.28% | 1.64% | 2.00% | Q2 2014 | Q1 2016 | 2 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q4 2022 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.06% | 0.12% | 0.17% | Q1 2021 | Q4 2021 | 2 |
Longbow Capital Partners, L.P. | 2 | 2 | 4.58% | 4.72% | 4.85% | Q4 2015 | Q1 2016 | 2 |
Copper Rock Capital Partners, LLC | 2 | 2 | 1.82% | 2.04% | 2.26% | Q2 2015 | Q3 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.39% | 0.62% | Q2 2020 | Q4 2020 | 2 |
MQS Management LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.53% | 0.63% | 0.74% | Q2 2023 | Q3 2023 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.95% | 1.00% | 1.05% | Q3 2014 | Q4 2014 | 2 |
Quantinno Capital Management LP | 1 | 1 | 0.37% | 0.38% | 0.40% | Q4 2018 | Q4 2019 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DREMAN VALUE MANAGEMENT, L L C | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
UMB Bank, n.a. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Stonebridge Capital Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Dai-ichi Life Insurance Company, Ltd | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PATTON ALBERTSON MILLER GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
NATIONAL BANK OF CANADA /FI/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Winfield Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2016 | Q1 2016 | 1 |
Invictus RG | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2017 | Q2 2017 | 1 |
Shelter Harbor Advisors, LP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2017 | Q4 2017 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthsimple US, Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
FORT, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q4 2014 | Q4 2014 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2016 | Q3 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Mezzasalma Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
First Horizon Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2016 | Q2 2016 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Retireful, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
GSB Podium Advisors, LLC | 1 | 1 | 7.33% | 7.33% | 7.33% | Q2 2013 | Q2 2013 | 1 |
Covalis Capital LLP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2017 | Q4 2017 | 1 |
J. W. Coons Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2017 | Q3 2017 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Geneva Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Maven Securities LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Crestline Management, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2016 | Q3 2016 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2019 | Q4 2019 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2022 | Q4 2022 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coann Capital LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q1 2022 | Q1 2022 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Man Investments Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2014 | Q2 2014 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Pacific Advisors, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2023 | Q2 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Summit Global Investments | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2020 | Q2 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADAMS NATURAL RESOURCES FUND, INC. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2013 | Q2 2013 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NEW JERSEY RES or have owned NEW JERSEY RES in the past.