Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 103 |
Citadel Advisors | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.00% | 0.07% | Q4 2015 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 17 | 5 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 79 |
CITIGROUP INC | 36 | 36 | 0.00% | 0.03% | 0.14% | Q4 2014 | Q3 2023 | 70 |
Walleye Trading LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 53 |
MILLENNIUM MANAGEMENT LLC | 36 | 36 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 49 |
JANE STREET GROUP, LLC | 11 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 47 |
HAP Trading, LLC | 22 | 3 | 0.00% | 0.01% | 0.21% | Q1 2017 | Q3 2023 | 47 |
ROYAL BANK OF CANADA | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 43 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 42 |
PEAK6 Investments LLC | 13 | 7 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 42 |
D. E. Shaw & Co., Inc. | 18 | 5 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 36 | 36 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 38 |
STATE STREET CORP | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
RHUMBLINE ADVISERS | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
BANK OF AMERICA CORP /DE/ | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 37 |
BARCLAYS PLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 37 |
VAN ECK ASSOCIATES CORP | 37 | 37 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 35 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 37 |
TWO SIGMA INVESTMENTS, LP | 14 | 1 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q2 2022 | 37 |
GOLDMAN SACHS GROUP INC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Allianz Asset Management GmbH | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
AQR Capital Management | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PRINCIPAL FINANCIAL GROUP INC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Creative Planning | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36 | 36 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
LPL Financial LLC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 36 |
MORGAN STANLEY | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Legal & General Group Plc | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 36 | 36 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q3 2023 | 36 |
FMR LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ClariVest Asset Management LLC | 36 | 36 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
GEODE CAPITAL MANAGEMENT, LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
VANGUARD GROUP INC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PRICE T ROWE ASSOCIATES INC /MD/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Bank of New York Mellon Corp | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
PRUDENTIAL FINANCIAL INC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
US BANCORP \DE\ | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PNC FINANCIAL SERVICES GROUP, INC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIRST MANHATTAN CO. LLC. | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
DEUTSCHE BANK AG\ | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 11 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
PEAK6 Group LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2018 | 35 |
AllSquare Wealth Management LLC | 35 | 35 | 0.04% | 0.22% | 0.48% | Q1 2015 | Q3 2023 | 35 |
Invesco Ltd. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
NWAM LLC | 32 | 2 | 0.02% | 0.65% | 2.01% | Q4 2014 | Q3 2023 | 34 |
Advisors Capital Management, LLC | 34 | 34 | 0.29% | 0.85% | 1.46% | Q2 2015 | Q3 2023 | 34 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 34 | 34 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 34 |
AMERIPRISE FINANCIAL INC | 29 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 34 |
EARNEST PARTNERS LLC | 24 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 34 |
Advisors Asset Management, Inc. | 34 | 34 | 0.00% | 0.12% | 0.48% | Q2 2015 | Q3 2023 | 34 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.01% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
ProShare Advisors LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
STIFEL FINANCIAL CORP | 30 | 3 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 33 |
BANK OF MONTREAL /CAN/ | 30 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 33 |
WEDBUSH SECURITIES INC | 33 | 33 | 0.03% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 33 |
NORGES BANK | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 33 |
HighTower Advisors, LLC | 31 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 32 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 32 | 32 | 0.12% | 0.59% | 1.88% | Q4 2015 | Q3 2023 | 32 |
NATIXIS ADVISORS, L.P. | 32 | 32 | 0.01% | 0.04% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Twin Tree Management, LP | 13 | 5 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q2 2022 | 32 |
Tower Research Capital LLC (TRC) | 22 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 31 |
Janney Montgomery Scott LLC | 29 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
NISA INVESTMENT ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 31 | 31 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Winfield Associates, Inc. | 31 | 31 | 0.29% | 0.92% | 1.48% | Q3 2014 | Q1 2022 | 31 |
BALDWIN BROTHERS LLC/MA | 30 | 30 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2023 | 30 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 10 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 14 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 29 | 29 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2021 | 29 |
Nan Shan Life Insurance Co., Ltd. | 29 | 29 | 0.95% | 3.54% | 10.20% | Q3 2016 | Q3 2023 | 29 |
TELEMUS CAPITAL, LLC | 29 | 29 | 0.26% | 0.78% | 1.80% | Q3 2016 | Q3 2023 | 29 |
Edge Wealth Management LLC | 15 | 6 | 0.00% | 0.15% | 0.46% | Q4 2015 | Q3 2023 | 29 |
Stockman Wealth Management, Inc. | 29 | 29 | 0.07% | 0.59% | 2.42% | Q3 2016 | Q3 2023 | 29 |
Highlander Capital Management, LLC | 15 | 1 | 0.04% | 0.09% | 0.23% | Q4 2014 | Q3 2023 | 29 |
STRS OHIO | 11 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
HSBC HOLDINGS PLC | 26 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 28 |
Nuveen Asset Management, LLC | 18 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Neuberger Berman Group LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SG Americas Securities, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q3 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 22 | 5 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 18 | 3 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 21 | 6 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 27 |
Independent Advisor Alliance | 27 | 27 | 0.00% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 27 |
FEDERATED HERMES, INC. | 19 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2022 | 27 |
QS Investors, LLC | 27 | 27 | 0.00% | 0.03% | 0.17% | Q4 2014 | Q2 2021 | 27 |
Penserra Capital Management LLC | 19 | 8 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 27 |
LSV ASSET MANAGEMENT | 27 | 27 | 0.00% | 0.05% | 0.14% | Q1 2017 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 16 | 11 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 27 |
Trust Investment Advisors | 27 | 27 | 0.54% | 1.06% | 1.70% | Q1 2017 | Q3 2023 | 27 |
Focused Wealth Management, Inc | 21 | 6 | 0.00% | 0.01% | 0.10% | Q3 2015 | Q3 2023 | 27 |
Cedar Wealth Management, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 26 |
Fortress Investment Group LLC | 26 | 26 | 0.15% | 1.68% | 31.50% | Q2 2016 | Q3 2022 | 26 |
North Star Investment Management Corp. | 16 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2023 | 26 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
MONETARY MANAGEMENT GROUP INC | 12 | 2 | 0.01% | 0.14% | 0.30% | Q3 2014 | Q1 2023 | 26 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 14 | 12 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q4 2021 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Utah Retirement Systems | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 26 |
Wellington Shields Capital Management, LLC | 26 | 26 | 0.04% | 0.09% | 0.19% | Q2 2017 | Q3 2023 | 26 |
STATE OF WISCONSIN INVESTMENT BOARD | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Alberta Investment Management Corp | 14 | 12 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 26 |
ASSETMARK, INC | 26 | 26 | 0.00% | 0.06% | 0.20% | Q2 2017 | Q3 2023 | 26 |
PUTNAM INVESTMENTS LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.08% | 0.39% | Q2 2015 | Q3 2022 | 25 |
BROWN BROTHERS HARRIMAN & CO | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.02% | 0.06% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Aperio Group, LLC | 25 | 25 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q4 2020 | 25 |
M&T BANK CORP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 25 |
CIBC Asset Management Inc | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
Cetera Advisor Networks LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 24 |
DOHENY ASSET MANAGEMENT /CA | 24 | 24 | 0.14% | 2.86% | 5.26% | Q3 2014 | Q2 2020 | 24 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 12 | 12 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 24 |
Jefferies Group LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 24 |
Avior Wealth Management, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 20 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 21 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 24 |
TCI Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2023 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.04% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Joel Isaacson & Co., LLC | 15 | 8 | 0.03% | 0.15% | 0.26% | Q4 2014 | Q3 2020 | 23 |
Eidelman Virant Capital | 10 | 1 | 0.13% | 0.23% | 0.39% | Q4 2014 | Q3 2022 | 23 |
BECK CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.30% | 1.28% | 2.74% | Q2 2016 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.13% | Q2 2016 | Q3 2023 | 23 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 1 | 0.00% | 0.03% | 0.21% | Q2 2015 | Q3 2023 | 23 |
COMERICA BANK | 18 | 5 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2021 | 23 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 22 | 22 | 0.09% | 0.64% | 1.41% | Q2 2018 | Q3 2023 | 22 |
MACKENZIE FINANCIAL CORP | 13 | 3 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 18 | 4 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q4 2020 | 22 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q4 2022 | 22 |
AdvisorNet Financial, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
OPTIMUM INVESTMENT ADVISORS | 21 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2023 | 22 |
Swift Run Capital | 22 | 22 | 0.58% | 2.99% | 4.73% | Q4 2014 | Q1 2020 | 22 |
USCA RIA LLC | 22 | 22 | 0.00% | 0.05% | 0.12% | Q1 2015 | Q2 2020 | 22 |
RMB Capital Management, LLC | 20 | 2 | 0.01% | 0.05% | 0.23% | Q2 2015 | Q3 2023 | 22 |
American Assets Capital Advisers, LLC | 22 | 22 | 0.15% | 4.41% | 10.09% | Q2 2015 | Q3 2020 | 22 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.05% | 0.26% | Q1 2015 | Q3 2023 | 21 |
EAGLE ASSET MANAGEMENT INC | 21 | 21 | 0.06% | 0.09% | 0.12% | Q4 2014 | Q4 2019 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2023 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.11% | 0.38% | Q3 2018 | Q3 2023 | 21 |
CRAWFORD INVESTMENT COUNSEL INC | 16 | 5 | 0.01% | 0.07% | 0.15% | Q2 2015 | Q4 2022 | 21 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 5 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2021 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 5 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 21 |
MCKINLEY CAPITAL MANAGEMENT LLC | 19 | 2 | 0.01% | 0.08% | 0.15% | Q4 2016 | Q1 2022 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 15 | 6 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Rafferty Asset Management, LLC | 21 | 21 | 0.00% | 0.02% | 0.02% | Q2 2017 | Q2 2022 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q1 2022 | 20 |
Cetera Investment Advisers | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.47% | 1.27% | 2.89% | Q4 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2020 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.06% | 0.27% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Seelaus Asset Management LLC | 20 | 20 | 0.17% | 0.32% | 0.50% | Q4 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 20 |
Requisite Capital Management, LLC | 20 | 20 | 0.10% | 0.32% | 0.61% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.01% | 0.07% | 0.11% | Q4 2014 | Q3 2019 | 20 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.05% | 0.14% | Q1 2015 | Q3 2023 | 20 |
SALEM INVESTMENT COUNSELORS INC | 6 | 2 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q1 2023 | 19 |
BALASA DINVERNO & FOLTZ LLC | 10 | 9 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q3 2022 | 19 |
PANAGORA ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2021 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Parkside Financial Bank & Trust | 17 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
Checchi Capital Advisers, LLC | 13 | 1 | 0.01% | 0.12% | 0.18% | Q2 2015 | Q1 2023 | 19 |
MACQUARIE GROUP LTD | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Cannell & Co. | 19 | 19 | 0.01% | 0.04% | 0.16% | Q1 2019 | Q3 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 1 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q3 2021 | 19 |
PRELUDE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 19 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.05% | 0.13% | Q4 2014 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 19 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q1 2023 | 19 |
SHELL ASSET MANAGEMENT CO | 16 | 3 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 19 |
PROFFITT & GOODSON INC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
PROFUND ADVISORS LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 19 |
Paragon Capital Management Ltd | 14 | 5 | 0.03% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 19 |
Glassman Wealth Services | 16 | 3 | 0.00% | 0.00% | 0.07% | Q1 2018 | Q3 2023 | 19 |
Versant Capital Management, Inc | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 19 |
Sterling Capital Management LLC | 19 | 19 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q2 2019 | 19 |
Verition Fund Management LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 19 |
Hudock, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
Catalyst Capital Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 10 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Claybrook Capital, LLC | 9 | 1 | 0.20% | 1.25% | 2.81% | Q4 2017 | Q3 2023 | 18 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
TEACHERS ADVISORS, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2019 | 18 |
MILLER VALUE PARTNERS, LLC | 18 | 18 | 0.02% | 0.16% | 0.24% | Q4 2014 | Q1 2019 | 18 |
Lido Advisors, LLC | 11 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GROUP ONE TRADING, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 18 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 3 | 0.02% | 0.61% | 1.29% | Q3 2014 | Q1 2019 | 18 |
AMERICAN CENTURY COMPANIES INC | 18 | 18 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q1 2019 | 18 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 8 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 18 |
STANSBERRY ASSET MANAGEMENT, LLC | 9 | 9 | 0.07% | 0.20% | 0.54% | Q4 2017 | Q3 2023 | 18 |
CEDAR CAPITAL, LLC | 18 | 18 | 0.17% | 1.90% | 3.81% | Q1 2016 | Q2 2020 | 18 |
PITCAIRN CO | 18 | 18 | 0.01% | 0.05% | 0.09% | Q4 2015 | Q1 2020 | 18 |
Lindbrook Capital, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 2 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 17 |
Stratos Wealth Partners, LTD. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2021 | 17 |
Sowell Financial Services LLC | 10 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 17 |
Orinda Asset Management LLC | 10 | 3 | 0.66% | 4.74% | 13.47% | Q4 2014 | Q1 2020 | 17 |
CHICAGO EQUITY PARTNERS LLC | 15 | 2 | 0.01% | 0.20% | 0.58% | Q4 2014 | Q1 2019 | 17 |
Penn Mutual Asset Management, LLC | 17 | 17 | 1.11% | 5.16% | 10.74% | Q3 2018 | Q3 2022 | 17 |
Edge Capital Group, LLC | 17 | 17 | 0.02% | 0.07% | 0.11% | Q4 2018 | Q4 2022 | 17 |
M&R CAPITAL MANAGEMENT INC | 17 | 17 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q4 2023 | 17 |
Cerity Partners LLC | 17 | 17 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q2 2023 | 17 |
Cowen Prime Services LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2021 | 17 |
Mirae Asset Global Investments Co., Ltd. | 9 | 8 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 17 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.05% | 0.28% | Q2 2015 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Dakota Wealth Management | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
SUNTRUST BANKS INC | 9 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2019 | 16 |
Spot Trading L.L.C | 6 | 6 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q1 2017 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 16 |
CERTUITY, LLC | 16 | 16 | 0.08% | 0.19% | 0.78% | Q4 2019 | Q3 2023 | 16 |
BLAIR WILLIAM & CO/IL | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 16 |
ALPS ADVISORS INC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 16 |
DekaBank Deutsche Girozentrale | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 7 | 2 | 0.04% | 0.19% | 0.52% | Q4 2016 | Q3 2023 | 16 |
Cetera Advisors LLC | 11 | 5 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
IHT Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q4 2021 | 16 |
Capital Square, LLC | 16 | 16 | 1.39% | 2.24% | 3.47% | Q4 2019 | Q3 2023 | 16 |
WHITEBOX ADVISORS LLC | 12 | 4 | 0.03% | 0.39% | 1.60% | Q4 2014 | Q4 2019 | 16 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2021 | 16 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Summit Trail Advisors, LLC | 15 | 1 | 0.00% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 16 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.07% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Coastal Bridge Advisors, LLC | 8 | 7 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 15 |
World Asset Management Inc | 11 | 4 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 15 |
ARES MANAGEMENT LLC | 15 | 15 | 0.01% | 0.07% | 0.21% | Q1 2017 | Q3 2020 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
Natixis Investment Managers International | 12 | 3 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 15 |
Sound Income Strategies, LLC | 13 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 15 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.14% | 0.52% | Q2 2015 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 8 | 1 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NumerixS Investment Technologies Inc | 7 | 2 | 0.03% | 0.14% | 0.25% | Q2 2015 | Q1 2020 | 15 |
Pensionmark Financial Group, LLC | 15 | 15 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Capital Investment Advisors, LLC | 15 | 15 | 0.06% | 0.09% | 0.12% | Q2 2020 | Q4 2023 | 15 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.06% | 0.17% | Q4 2014 | Q3 2023 | 15 |
CITY HOLDING CO | 10 | 5 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
VNBTrust, National Association | 15 | 15 | 0.18% | 0.39% | 1.87% | Q4 2014 | Q2 2018 | 15 |
ACADIAN ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 15 |
RAYMOND JAMES TRUST N.A. | 10 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Freedom Investment Management, Inc. | 14 | 14 | 0.01% | 0.05% | 0.09% | Q1 2018 | Q2 2021 | 14 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 14 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 1 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q1 2021 | 14 |
Private Advisor Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
OPPENHEIMER & CO INC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2021 | 14 |
CIBC Private Wealth Group, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2021 | 14 |
State of Alaska, Department of Revenue | 7 | 7 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.01% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 5 | 2 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 14 |
Sutton Wealth Advisors Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 14 |
Cipher Capital LP | 6 | 1 | 0.02% | 0.13% | 0.36% | Q2 2015 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 14 |
SeaCrest Wealth Management, LLC | 8 | 6 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 14 |
Kingstown Capital | 14 | 14 | 4.46% | 5.93% | 7.85% | Q3 2015 | Q4 2018 | 14 |
Chicago Partners Investment Group LLC | 12 | 2 | 0.00% | 0.07% | 0.18% | Q2 2015 | Q3 2023 | 14 |
COMMERCE BANK | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
AGF Investments LLC | 14 | 14 | 0.00% | 0.10% | 0.35% | Q4 2016 | Q1 2020 | 14 |
Bramshill Investments, LLC | 7 | 2 | 0.00% | 0.17% | 0.39% | Q4 2017 | Q3 2023 | 14 |
ATLAS CAPITAL ADVISORS LLC | 12 | 2 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 13 |
Cornerstone Advisory, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
DREMAN VALUE MANAGEMENT, L L C | 12 | 1 | 0.01% | 0.53% | 2.10% | Q4 2014 | Q1 2018 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
TCW GROUP INC | 13 | 13 | 0.02% | 0.14% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Eagle Ridge Investment Management | 12 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2019 | 13 |
OMERS ADMINISTRATION Corp | 9 | 2 | 0.01% | 0.01% | 0.04% | Q4 2014 | Q3 2018 | 13 |
SpiderRock Advisors, LLC | 10 | 2 | 0.00% | 0.15% | 0.30% | Q1 2017 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
West Family Investments, Inc. | 13 | 13 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q1 2018 | 13 |
CSS LLC/IL | 8 | 5 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2021 | 13 |
Laird Norton Wetherby Wealth Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 13 |
Pacer Advisors, Inc. | 6 | 2 | 0.00% | 0.21% | 0.83% | Q2 2016 | Q3 2022 | 13 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.23% | 0.40% | 0.73% | Q2 2015 | Q2 2018 | 13 |
Avenir Corp | 13 | 13 | 0.02% | 0.08% | 0.18% | Q4 2018 | Q4 2021 | 13 |
BESSEMER GROUP INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2020 | 13 |
Robeco Institutional Asset Management B.V. | 11 | 2 | 0.00% | 0.00% | 0.04% | Q4 2016 | Q1 2020 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 2 | 0.06% | 0.14% | 0.27% | Q4 2019 | Q3 2023 | 13 |
Bell Bank | 13 | 13 | 0.18% | 0.42% | 0.60% | Q2 2020 | Q2 2023 | 13 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2019 | 13 |
Atlas Private Wealth Advisors | 13 | 13 | 0.02% | 0.12% | 0.22% | Q2 2020 | Q2 2023 | 13 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 13 |
WealthTrust-Arizona, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2018 | 13 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.07% | 0.21% | Q3 2016 | Q3 2019 | 13 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WINTON GROUP Ltd | 9 | 1 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q2 2022 | 12 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
Horan Securities, Inc. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 12 |
Smithfield Trust Co | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2020 | 12 |
CIBC WORLD MARKET INC. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 12 |
Integrated Wealth Concepts LLC | 9 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 12 |
Quad-Cities Investment Group, LLC | 12 | 12 | 0.07% | 0.15% | 0.27% | Q2 2018 | Q1 2021 | 12 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
WHITTIER TRUST CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 12 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 8 | 1 | 1.00% | 2.07% | 3.94% | Q4 2014 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Foundry Partners, LLC | 8 | 1 | 0.18% | 0.37% | 0.68% | Q2 2016 | Q2 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
abrdn plc | 12 | 12 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2021 | 12 |
AEGON ASSET MANAGEMENT UK PLC | 12 | 12 | 0.06% | 0.29% | 0.51% | Q2 2017 | Q1 2020 | 12 |
Omega Advisors Inc. | 12 | 12 | 0.52% | 1.35% | 2.10% | Q4 2014 | Q3 2017 | 12 |
DELTA ASSET MANAGEMENT LLC/TN | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q2 2020 | 12 |
EVOKE WEALTH, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q4 2021 | 12 |
Grove Bank & Trust | 5 | 3 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 5 | 0.02% | 1.98% | 3.96% | Q4 2014 | Q3 2017 | 12 |
SeaBridge Investment Advisors LLC | 12 | 12 | 0.77% | 0.85% | 1.00% | Q1 2017 | Q4 2019 | 12 |
Sunbelt Securities, Inc. | 8 | 4 | 0.00% | 0.04% | 0.05% | Q3 2019 | Q3 2023 | 12 |
BerganKDV Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 11 |
HUNTINGTON NATIONAL BANK | 8 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Archer Investment Corp | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CIBC WORLD MARKETS CORP | 10 | 1 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q3 2023 | 11 |
CWA Asset Management Group, LLC | 5 | 2 | 0.01% | 0.11% | 0.37% | Q3 2018 | Q4 2021 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 11 |
Ameritas Investment Partners, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 11 |
EnTrustPermal Management LLC | 11 | 11 | 0.64% | 1.30% | 2.13% | Q1 2015 | Q3 2017 | 11 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 11 |
Prospera Financial Services Inc | 10 | 1 | 0.01% | 0.07% | 0.32% | Q2 2015 | Q3 2023 | 11 |
BARINGS LLC | 11 | 11 | 0.01% | 0.17% | 0.52% | Q2 2017 | Q4 2019 | 11 |
ADIRONDACK TRUST CO | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Certified Advisory Corp | 11 | 11 | 0.04% | 0.21% | 0.45% | Q4 2017 | Q2 2020 | 11 |
Private Capital Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 11 |
EXANE DERIVATIVES | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2018 | 11 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 11 |
Quantitative Systematic Strategies LLC | 4 | 2 | 0.06% | 0.12% | 0.24% | Q4 2014 | Q1 2021 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q1 2023 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
GOODWIN DANIEL L | 11 | 11 | 0.13% | 0.15% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 11 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2019 | 10 |
WESBANCO BANK INC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2020 | 10 |
Cypress Capital Management LLC (WY) | 10 | 10 | 0.00% | 0.10% | 0.72% | Q1 2017 | Q2 2019 | 10 |
Amundi | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Deer Park Road Corp | 6 | 1 | 0.11% | 0.80% | 2.90% | Q4 2017 | Q4 2021 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.31% | 0.87% | Q2 2017 | Q3 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Private Advisory Group LLC | 8 | 2 | 0.10% | 0.28% | 0.54% | Q4 2016 | Q2 2019 | 10 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 10 |
Navis Wealth Advisors, LLC | 7 | 3 | 0.15% | 0.19% | 0.27% | Q1 2021 | Q3 2023 | 10 |
Geneva Advisors, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q2 2017 | 10 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 10 |
MENLO ADVISORS LLC | 10 | 10 | 1.56% | 1.70% | 1.83% | Q1 2017 | Q2 2019 | 10 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.03% | 0.14% | 0.41% | Q2 2016 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.63% | 2.63% | 5.26% | Q4 2017 | Q1 2020 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Skandinaviska Enskilda Banken AB (publ) | 10 | 10 | 0.05% | 0.12% | 0.40% | Q4 2015 | Q1 2018 | 10 |
First Horizon Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 1 | 0.02% | 0.51% | 2.76% | Q1 2015 | Q2 2021 | 10 |
Berman Capital Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Phoenix Investment Adviser LLC | 6 | 4 | 0.52% | 1.11% | 1.76% | Q2 2016 | Q4 2018 | 10 |
NewEdge Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 10 |
MENTA CAPITAL LLC | 8 | 1 | 0.04% | 0.17% | 0.37% | Q4 2014 | Q4 2018 | 10 |
Selective Wealth Management, Inc. | 6 | 1 | 0.01% | 0.12% | 0.25% | Q1 2021 | Q4 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BRYN MAWR TRUST Co | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Boston Partners | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 10 |
Gradient Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.14% | Q2 2016 | Q4 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 10 |
SYNOVUS FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 9 | 1 | 0.00% | 0.10% | 0.16% | Q4 2015 | Q4 2022 | 10 |
Jump Financial, LLC | 5 | 2 | 0.01% | 0.05% | 0.17% | Q3 2020 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.01% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 10 |
MGO ONE SEVEN LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Advocacy Wealth Management Services, LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2018 | 10 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TSFG, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BlackRock Group LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 9 |
Ahrens Investment Partners LLC | 4 | 1 | 0.01% | 0.08% | 0.20% | Q3 2019 | Q1 2023 | 9 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 6 | 3 | 0.01% | 0.27% | 1.91% | Q4 2020 | Q2 2023 | 9 |
Golden Green, Inc. | 5 | 4 | 0.11% | 0.73% | 1.68% | Q4 2020 | Q3 2023 | 9 |
MSI Financial Services Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 9 |
MARATHON ASSET MANAGEMENT LP | 9 | 9 | 0.16% | 0.79% | 2.66% | Q1 2015 | Q1 2017 | 9 |
PARK NATIONAL CORP /OH/ | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 9 |
AlphaMark Advisors, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 9 |
Assured Investment Management LLC | 6 | 1 | 0.00% | 0.06% | 0.22% | Q3 2015 | Q4 2018 | 9 |
BlackRock Fund Advisors | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Point72 Hong Kong Ltd | 3 | 1 | 0.01% | 0.03% | 0.09% | Q2 2017 | Q1 2022 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2020 | 9 |
IEQ CAPITAL, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q1 2023 | 9 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Chesley Taft & Associates LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q1 2019 | 9 |
Grisanti Capital Management LLC | 6 | 1 | 0.05% | 0.64% | 1.53% | Q1 2017 | Q4 2019 | 9 |
PENN MUTUAL LIFE INSURANCE CO | 9 | 9 | 1.17% | 6.13% | 10.92% | Q2 2016 | Q2 2018 | 9 |
RFG Advisory, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Commonwealth Equity Services, Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 9 |
MONTAG A & ASSOCIATES INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Truvestments Capital LLC | 9 | 9 | 0.00% | 0.09% | 0.28% | Q3 2021 | Q3 2023 | 9 |
NATIXIS | 5 | 1 | 0.00% | 0.06% | 0.12% | Q1 2017 | Q4 2021 | 9 |
Simplicity Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 9 |
BlackRock Institutional Trust Company, N.A. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Baystate Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2022 | 9 |
Wellington Shields & Co., LLC | 9 | 9 | 0.14% | 0.23% | 0.35% | Q2 2016 | Q2 2018 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.01% | 0.06% | 0.18% | Q3 2017 | Q3 2023 | 9 |
Ensign Peak Advisors, Inc | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 7 | 2 | 0.00% | 0.20% | 0.32% | Q1 2021 | Q3 2023 | 9 |
Hillsdale Investment Management Inc. | 4 | 2 | 0.03% | 0.12% | 0.22% | Q1 2015 | Q3 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q2 2020 | 9 |
Clearstead Trust, LLC | 9 | 9 | 0.16% | 0.34% | 0.54% | Q4 2018 | Q4 2020 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2017 | 9 |
Spire Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.05% | 0.22% | Q4 2018 | Q1 2023 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Financial Management Professionals, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
LITTLEJOHN & CO LLC | 5 | 5 | 0.05% | 0.46% | 1.29% | Q1 2021 | Q1 2022 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PARK CIRCLE Co | 8 | 8 | 0.30% | 0.33% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Sigma Planning Corp | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 8 |
CANYON CAPITAL ADVISORS LLC | 5 | 1 | 0.01% | 0.21% | 1.36% | Q4 2015 | Q4 2022 | 8 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.09% | 0.25% | Q4 2020 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 8 |
TIEDEMANN ADVISORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CENTRAL TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2022 | 8 |
Essex Financial Services, Inc. | 5 | 3 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
AlphaCentric Advisors LLC | 5 | 3 | 0.68% | 2.17% | 3.97% | Q2 2021 | Q3 2023 | 8 |
RESOURCE AMERICA, INC. | 8 | 8 | 2.53% | 3.95% | 4.58% | Q4 2017 | Q3 2019 | 8 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.20% | 0.49% | Q1 2020 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 7 | 1 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q1 2019 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
OppenheimerFunds, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q4 2020 | Q1 2022 | 8 |
Illinois Municipal Retirement Fund | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.16% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 1.62% | 5.00% | 6.45% | Q3 2017 | Q2 2019 | 8 |
ASCEND CAPITAL, LLC | 8 | 8 | 0.26% | 0.63% | 1.00% | Q4 2014 | Q3 2016 | 8 |
Corundum Group, Inc. | 8 | 8 | 0.12% | 0.19% | 0.26% | Q4 2018 | Q3 2020 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q4 2022 | 8 |
Neo Ivy Capital Management | 5 | 1 | 0.06% | 0.41% | 1.04% | Q2 2021 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.00% | 0.29% | 0.88% | Q1 2015 | Q2 2020 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.13% | 0.34% | Q3 2015 | Q3 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MIDAS MANAGEMENT CORP | 8 | 8 | 0.60% | 0.75% | 0.85% | Q4 2014 | Q3 2016 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.21% | Q4 2016 | Q4 2020 | 8 |
Aurora Private Wealth, Inc. | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 8 | 8 | 0.07% | 0.07% | 0.09% | Q1 2022 | Q4 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 8 | 8 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2016 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Eudaimonia Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Teza Capital Management LLC | 2 | 1 | 0.02% | 0.17% | 0.41% | Q4 2016 | Q2 2021 | 7 |
SILVER CAPITAL MANAGEMENT LLC | 7 | 7 | 1.82% | 2.21% | 2.49% | Q3 2016 | Q1 2018 | 7 |
Wagner Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 1 | 0.01% | 0.15% | 0.34% | Q4 2014 | Q1 2022 | 7 |
BANK OF HAWAII | 3 | 1 | 0.02% | 0.03% | 0.06% | Q1 2016 | Q1 2019 | 7 |
EMG Holdings, L.P. | 5 | 5 | 0.04% | 1.06% | 3.32% | Q3 2022 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2019 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2022 | 7 |
1620 INVESTMENT ADVISORS, INC. | 5 | 2 | 0.33% | 0.42% | 0.50% | Q4 2021 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.05% | 0.23% | 0.67% | Q2 2015 | Q3 2023 | 7 |
FORTEM FINANCIAL GROUP, LLC | 6 | 1 | 0.01% | 0.36% | 1.02% | Q4 2020 | Q2 2023 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 7 |
HighMark Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.13% | 0.25% | Q2 2021 | Q3 2023 | 7 |
Veritable, L.P. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 7 |
Argentus Capital Management, LLC | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2016 | 7 |
Nuveen Fund Advisors, LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q2 2016 | Q4 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
EnTrust Global Partners Offshore LP | 7 | 7 | 0.78% | 1.06% | 1.39% | Q4 2017 | Q2 2019 | 7 |
EMC Capital Management | 7 | 7 | 0.12% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Donoghue Forlines LLC | 3 | 1 | 0.05% | 0.09% | 0.15% | Q1 2018 | Q3 2022 | 7 |
683 Capital Management, LLC | 7 | 7 | 0.03% | 1.63% | 3.59% | Q2 2015 | Q4 2016 | 7 |
Balentine LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 7 |
DEPRINCE RACE & ZOLLO INC | 6 | 1 | 0.00% | 0.62% | 1.08% | Q4 2014 | Q1 2022 | 7 |
SFG Wealth Management, LLC. | 7 | 7 | 0.08% | 0.15% | 0.20% | Q4 2021 | Q2 2023 | 7 |
NAVELLIER & ASSOCIATES INC | 7 | 7 | 0.03% | 0.09% | 0.17% | Q3 2016 | Q1 2018 | 7 |
NFJ INVESTMENT GROUP, LLC | 7 | 7 | 0.18% | 0.22% | 0.29% | Q1 2021 | Q3 2022 | 7 |
Texan Capital Management | 7 | 7 | 0.26% | 0.30% | 0.37% | Q3 2015 | Q1 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ING GROEP NV | 7 | 7 | 0.05% | 0.20% | 0.59% | Q1 2015 | Q3 2016 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q4 2016 | Q2 2018 | 7 |
Baird Financial Group, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 7 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.09% | 0.15% | 0.19% | Q2 2015 | Q2 2019 | 7 |
Virginia National Bank | 7 | 7 | 0.18% | 0.34% | 1.07% | Q3 2018 | Q1 2020 | 7 |
Parkwood LLC | 6 | 1 | 0.02% | 0.42% | 0.64% | Q3 2014 | Q3 2021 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 7 |
OneDigital Investment Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2019 | 7 |
WASATCH ADVISORS LP | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q1 2017 | 7 |
Scoria Capital Partners LP | 5 | 2 | 0.64% | 1.99% | 4.24% | Q1 2015 | Q3 2017 | 7 |
Equitable Holdings, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 7 |
Proficio Capital Partners LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2019 | 7 |
SVB WEALTH LLC | 4 | 1 | 0.00% | 0.03% | 0.19% | Q2 2017 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.01% | 0.07% | 0.20% | Q4 2020 | Q3 2022 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.09% | 0.13% | 0.28% | Q2 2020 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sageworth Trust Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 2 | 0.01% | 0.09% | 0.15% | Q3 2018 | Q3 2020 | 7 |
COBALT CAPITAL MANAGEMENT, INC. | 7 | 7 | 0.22% | 0.35% | 0.45% | Q2 2017 | Q4 2018 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Koshinski Asset Management, Inc. | 5 | 2 | 0.01% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 7 |
IRON Financial LLC | 5 | 2 | 0.12% | 0.28% | 0.43% | Q2 2016 | Q1 2018 | 7 |
AFT, FORSYTH & COMPANY, INC. | 4 | 3 | 0.14% | 0.16% | 0.18% | Q1 2018 | Q4 2019 | 7 |
WILEN INVESTMENT MANAGEMENT CORP. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.03% | 0.13% | Q2 2020 | Q2 2023 | 6 |
Newport Wealth Strategies, Inc. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2021 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.20% | 0.44% | Q4 2014 | Q2 2018 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2023 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
DENALI ADVISORS LLC | 3 | 1 | 0.01% | 0.34% | 0.76% | Q1 2018 | Q3 2023 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q2 2021 | 6 |
Antonetti Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2022 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2020 | 6 |
Clear Harbor Asset Management, LLC | 4 | 2 | 0.02% | 0.17% | 0.25% | Q2 2020 | Q1 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.02% | 0.21% | 0.48% | Q1 2020 | Q4 2021 | 6 |
VALLEY NATIONAL ADVISERS INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
RUSSELL FRANK CO/ | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q1 2016 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 6 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q4 2015 | 6 |
UBS OCONNOR LLC | 6 | 6 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q4 2021 | 6 |
Ninety One North America, Inc. | 6 | 6 | 0.08% | 0.12% | 0.18% | Q1 2017 | Q2 2018 | 6 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.25% | 0.30% | 0.34% | Q4 2020 | Q1 2022 | 6 |
Lee Financial Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Csenge Advisory Group | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2016 | 6 |
Royal Fund Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Corsair Capital Management | 6 | 6 | 0.14% | 0.20% | 0.25% | Q4 2020 | Q1 2022 | 6 |
DC Investments Management, LLC | 6 | 6 | 0.23% | 0.34% | 0.40% | Q2 2018 | Q3 2019 | 6 |
Brookstone Capital Management | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2019 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DEERE & CO | 4 | 2 | 0.01% | 0.03% | 0.11% | Q4 2014 | Q2 2016 | 6 |
EJF Capital LLC | 4 | 1 | 0.66% | 3.04% | 6.30% | Q1 2015 | Q3 2020 | 6 |
Cavalier Investments, LLC | 6 | 6 | 0.09% | 0.22% | 0.32% | Q3 2016 | Q4 2017 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
Financial Advocates Investment Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
MAI Capital Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q4 2022 | 6 |
Activest Wealth Management | 4 | 2 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2022 | 6 |
BlueMar Capital Management, LLC | 5 | 1 | 1.04% | 3.83% | 6.22% | Q4 2014 | Q3 2016 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Ninety One UK Ltd | 6 | 6 | 0.11% | 0.13% | 0.14% | Q1 2017 | Q2 2018 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 6 |
Counsel Portfolio Services Inc. | 6 | 6 | 0.02% | 0.11% | 0.14% | Q4 2014 | Q1 2016 | 6 |
AlphaCrest Capital Management LLC | 4 | 2 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q3 2022 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q1 2020 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
WELD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.09% | 0.16% | Q3 2019 | Q4 2020 | 6 |
BEACON TRUST CO | 4 | 2 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2017 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.04% | 0.11% | 0.20% | Q1 2019 | Q2 2020 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.65% | 0.74% | 0.80% | Q4 2020 | Q1 2022 | 6 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 6 |
HighVista Strategies LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q3 2017 | Q4 2018 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Lineweaver Wealth Advisors, LLC | 6 | 6 | 0.12% | 0.26% | 0.31% | Q2 2022 | Q3 2023 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.01% | 0.10% | 0.27% | Q4 2018 | Q1 2022 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q2 2021 | 5 |
Straight Path Wealth Management | 5 | 5 | 0.12% | 0.15% | 0.17% | Q4 2021 | Q4 2022 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2014 | Q4 2015 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.08% | 0.17% | Q3 2017 | Q3 2023 | 5 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 5 | 5 | 2.38% | 2.72% | 2.95% | Q4 2014 | Q4 2015 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Investors Capital Advisory Services | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q2 2016 | 5 |
CAPITAL ADVISORS INC/OK | 5 | 5 | 0.19% | 0.32% | 0.38% | Q4 2018 | Q4 2019 | 5 |
Sepio Capital, LP | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q1 2023 | 5 |
Alpha Cubed Investments, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2018 | 5 |
Full18 Capital LLC | 3 | 2 | 0.60% | 1.03% | 1.59% | Q4 2020 | Q1 2022 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Graham Capital Management, L.P. | 5 | 5 | 0.00% | 0.05% | 0.08% | Q2 2022 | Q2 2023 | 5 |
Bank Julius Baer & Co. Ltd, Zurich | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 3 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Atom Investors LP | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 2 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q1 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 5 |
K.J. Harrison & Partners Inc | 5 | 5 | 0.11% | 0.31% | 0.45% | Q4 2014 | Q4 2015 | 5 |
BNP Paribas Asset Management Holding S.A. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2018 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Point72 Asset Management, L.P. | 3 | 1 | 0.02% | 0.05% | 0.11% | Q2 2017 | Q3 2020 | 5 |
Operose Advisors LLC | 5 | 5 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Bluefin Trading, LLC | 2 | 1 | 0.06% | 0.35% | 0.73% | Q3 2017 | Q2 2020 | 5 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 5 |
Applied Capital LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q1 2021 | Q1 2022 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.09% | 0.22% | Q1 2019 | Q3 2020 | 5 |
Founders Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2020 | 5 |
APG Asset Management N.V. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 1 | 0.10% | 1.90% | 3.07% | Q4 2014 | Q1 2022 | 5 |
AJ WEALTH STRATEGIES, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
New England Private Wealth Advisors LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q3 2018 | Q3 2019 | 5 |
NORTHPOINTE CAPITAL LLC | 5 | 5 | 0.48% | 0.82% | 0.98% | Q1 2016 | Q1 2017 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2019 | 5 |
CQS (US), LLC | 4 | 1 | 0.05% | 0.22% | 0.42% | Q4 2019 | Q3 2021 | 5 |
GENERAL ELECTRIC CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2015 | 5 |
WFG Advisors, LP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 5 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 5 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q4 2021 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
DELPHI FINANCIAL GROUP, INC. | 5 | 5 | 2.03% | 4.57% | 6.14% | Q2 2022 | Q2 2023 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IBM Retirement Fund | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2017 | 5 |
Accel Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Benefit Street Partners LLC | 4 | 4 | 0.14% | 0.22% | 0.39% | Q2 2020 | Q1 2021 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q2 2017 | 4 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 4 | 0.44% | 0.49% | 0.61% | Q4 2018 | Q3 2019 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2022 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2016 | 4 |
BBR PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAILARD, INC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 4 |
Stone Ridge Asset Management LLC | 4 | 4 | 0.12% | 0.19% | 0.22% | Q2 2019 | Q1 2020 | 4 |
Invictus RG Pte. Ltd. | 4 | 4 | 0.03% | 0.12% | 0.20% | Q4 2014 | Q3 2015 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.00% | 0.30% | 0.50% | Q2 2019 | Q2 2023 | 4 |
CAPITAL GROWTH MANAGEMENT LP | 4 | 4 | 1.86% | 2.25% | 2.49% | Q1 2019 | Q4 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.31% | 0.41% | 0.49% | Q4 2021 | Q3 2022 | 4 |
1776 Wealth LLC | 2 | 1 | 0.10% | 0.21% | 0.28% | Q2 2020 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ARGENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q2 2016 | Q1 2017 | 4 |
MANGROVE PARTNERS IM, LLC | 4 | 4 | 0.34% | 0.67% | 0.92% | Q1 2021 | Q4 2021 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Visium Asset Management, LP | 4 | 4 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q3 2015 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Candlewood Investment Group, LP | 4 | 4 | 4.83% | 19.30% | 31.81% | Q2 2017 | Q1 2018 | 4 |
DIALECTIC CAPITAL MANAGEMENT, LP | 4 | 4 | 0.07% | 0.44% | 0.65% | Q2 2015 | Q1 2016 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2015 | Q4 2015 | 4 |
Invictus RG | 2 | 1 | 0.01% | 0.12% | 0.29% | Q1 2016 | Q3 2017 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.03% | 0.03% | 0.05% | Q4 2014 | Q3 2015 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
ALGERT GLOBAL LLC | 3 | 1 | 0.01% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Providence First Trust Co | 4 | 4 | 1.16% | 1.48% | 1.74% | Q3 2017 | Q2 2018 | 4 |
XTX Topco Ltd | 2 | 1 | 0.02% | 0.09% | 0.18% | Q2 2021 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.04% | 0.16% | Q2 2018 | Q1 2019 | 4 |
Wedmont Private Capital | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 4 |
TLP GROUP LLC | 3 | 1 | 0.00% | 0.06% | 0.15% | Q3 2017 | Q3 2018 | 4 |
GRAND JEAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q4 2019 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bridgeworth, LLC | 4 | 4 | 0.14% | 0.15% | 0.18% | Q1 2018 | Q4 2018 | 4 |
Inspire Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 4 |
Bridgefront Capital, LLC | 2 | 1 | 0.08% | 0.14% | 0.18% | Q4 2020 | Q3 2022 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q1 2015 | Q4 2017 | 4 |
Weiss Multi-Strategy Advisers LLC | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
FJ Capital Management LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q2 2023 | 4 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2016 | Q3 2020 | 4 |
Pinnacle Wealth Planning Services, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 4 |
ANALYTIC INVESTORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 4 |
HERNDON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.40% | 0.51% | 0.61% | Q2 2015 | Q4 2018 | 4 |
Gator Capital Management, LLC | 3 | 1 | 0.25% | 0.25% | 0.26% | Q1 2018 | Q2 2022 | 4 |
Overbrook Management Corp | 4 | 4 | 0.09% | 0.12% | 0.17% | Q4 2014 | Q3 2015 | 4 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 4 |
FCA CORP /TX | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q3 2019 | 4 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2020 | 4 |
Weiss Asset Management LP | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q2 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.17% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 3 | 1 | 0.01% | 0.06% | 0.11% | Q1 2018 | Q1 2021 | 4 |
Visionary Asset Management, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q2 2017 | Q1 2018 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Pinnacle Holdings, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.54% | 0.94% | Q4 2015 | Q3 2023 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Virtus ETF Advisers LLC | 3 | 3 | 0.50% | 0.56% | 0.62% | Q2 2019 | Q4 2019 | 3 |
Key Colony Management, LLC | 3 | 3 | 2.88% | 3.62% | 4.55% | Q4 2014 | Q2 2015 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 3 |
Chiron Investment Management, LLC | 3 | 3 | 1.97% | 2.13% | 2.29% | Q3 2017 | Q1 2018 | 3 |
PACIFIC SUN FINANCIAL CORP | 2 | 1 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q2 2023 | 3 |
Anson Funds Management LP | 3 | 3 | 0.21% | 0.25% | 0.32% | Q1 2021 | Q3 2021 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
BHR Capital LLC | 3 | 3 | 0.48% | 0.51% | 0.55% | Q2 2015 | Q4 2015 | 3 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 0.60% | 1.04% | 1.71% | Q2 2019 | Q1 2020 | 3 |
Banco de Sabadell, S.A | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 3 |
Gupta Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q4 2022 | 3 |
CQS Cayman LP | 1 | 1 | 0.15% | 0.22% | 0.28% | Q1 2018 | Q3 2019 | 3 |
ALPHASIMPLEX GROUP, LLC | 3 | 3 | 0.16% | 0.35% | 0.46% | Q3 2019 | Q1 2020 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.08% | 0.13% | 0.16% | Q1 2015 | Q3 2015 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
SECOR Capital Advisors, LP | 2 | 1 | 0.09% | 0.27% | 0.58% | Q2 2015 | Q1 2017 | 3 |
Golden State Equity Partners | 2 | 1 | 0.10% | 0.15% | 0.18% | Q4 2020 | Q3 2021 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.08% | 0.22% | Q3 2015 | Q1 2019 | 3 |
Rubric Capital Management LP | 2 | 1 | 0.14% | 1.81% | 2.92% | Q4 2016 | Q3 2020 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Sovarnum Capital L.P. | 3 | 3 | 0.76% | 1.35% | 2.08% | Q1 2021 | Q3 2021 | 3 |
Roundview Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2016 | Q3 2016 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 3 |
JD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.18% | 0.71% | 1.05% | Q2 2018 | Q3 2018 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
JAG CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.15% | 0.18% | Q2 2019 | Q4 2019 | 3 |
IndexIQ Advisors LLC | 3 | 3 | 0.12% | 0.17% | 0.24% | Q4 2014 | Q2 2015 | 3 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
NTV ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 3 |
Vectors Research Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
Paragon Wealth Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2019 | 3 |
CPWM, LLC | 2 | 1 | 0.02% | 0.88% | 1.31% | Q2 2013 | Q2 2022 | 3 |
Ranch Capital Advisors Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Blue Trust, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Caption Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2021 | 3 |
Prosiris Capital Management LP | 2 | 2 | 0.40% | 0.93% | 1.56% | Q4 2015 | Q1 2016 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.45% | 0.95% | Q3 2015 | Q2 2017 | 3 |
Family Management Corp | 2 | 1 | 0.07% | 0.15% | 0.22% | Q4 2018 | Q4 2019 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
EATON VANCE MANAGEMENT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Capital Wealth Planning, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Realta Investment Advisors | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 3 |
Athanor Capital, LP | 3 | 3 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Grassi Investment Management | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.18% | 0.27% | 0.39% | Q1 2023 | Q3 2023 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 3 |
Diametric Capital, LP | 1 | 1 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Patriot Financial Group Insurance Agency, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
McIlrath & Eck, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 3 |
Tilden Park Management I LLC | 3 | 3 | 6.24% | 27.26% | 63.91% | Q4 2015 | Q2 2016 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Monashee Investment Management LLC | 1 | 1 | 0.17% | 0.79% | 1.44% | Q2 2015 | Q1 2019 | 3 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
BOKF, NA | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.20% | 0.27% | 0.40% | Q4 2016 | Q4 2019 | 3 |
HOWARD FINANCIAL SERVICES, LTD. | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 3 |
People's United Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 3 |
Parsec Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Archer Capital Management, L.P. | 1 | 1 | 2.44% | 4.84% | 7.25% | Q1 2016 | Q2 2018 | 2 |
Callodine Capital Management, LP | 2 | 2 | 1.57% | 1.58% | 1.60% | Q3 2019 | Q4 2019 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 2 |
PDT Partners, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q3 2019 | 2 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.07% | 0.11% | 0.15% | Q4 2016 | Q1 2017 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q3 2020 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q4 2019 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2014 | Q1 2015 | 2 |
Strategic Capital Alternatives LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2015 | 2 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 4.26% | 4.65% | 5.04% | Q2 2016 | Q4 2016 | 2 |
Capital Asset Advisory Services LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 2 |
Aquila Investment Management LLC | 2 | 2 | 0.58% | 0.64% | 0.70% | Q2 2022 | Q3 2022 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q3 2018 | Q4 2018 | 2 |
IBERIABANK CORP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q4 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.07% | 0.14% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Capitolis Advisors LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2021 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.15% | 0.18% | 0.22% | Q4 2016 | Q1 2017 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
COUNTRY TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Virtue Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 2.07% | 2.56% | 3.04% | Q2 2015 | Q3 2015 | 2 |
MANA Advisors LLC | 1 | 1 | 0.12% | 1.66% | 3.20% | Q4 2017 | Q1 2020 | 2 |
Vestcor Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q2 2020 | 2 |
AFFINITY INVESTMENT ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.15% | 0.30% | Q2 2015 | Q3 2019 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 1.32% | 1.34% | 1.36% | Q2 2023 | Q3 2023 | 2 |
Horizon Investments, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.01% | 0.08% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2017 | Q4 2017 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Corton Capital Inc. | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2020 | 2 |
Kathleen S. Wright Associates Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Bristol Advisors, LLC | 2 | 2 | 0.39% | 1.11% | 1.83% | Q4 2017 | Q1 2018 | 2 |
PRINCETON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.15% | 0.43% | 0.70% | Q3 2017 | Q4 2018 | 2 |
COWEN INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
J. L. Bainbridge & Co., Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
BANK OF NOVA SCOTIA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2022 | 2 |
WEALTH EFFECTS LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Ninety One SA (PTY) Ltd | 1 | 1 | 0.03% | 0.15% | 0.28% | Q1 2017 | Q2 2018 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2018 | 2 |
COOPERMAN LEON G | 2 | 2 | 0.46% | 0.49% | 0.52% | Q1 2019 | Q2 2019 | 2 |
ARGI Investment Services, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 2 |
WADE G W & INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 2 |
Advisor OS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 2 |
INSIGHT 2811, INC. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q4 2019 | Q2 2020 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2018 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.12% | 0.14% | 0.15% | Q3 2018 | Q4 2018 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q1 2017 | 2 |
DAVENPORT & Co LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
SG3 Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q1 2021 | 2 |
Luxor Capital Group, LP | 2 | 2 | 0.69% | 0.80% | 0.91% | Q2 2015 | Q3 2015 | 2 |
Mandatum Life Insurance Co Ltd | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MCDONALD PARTNERS LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2023 | Q3 2023 | 2 |
JACOBS ASSET MANAGEMENT, LLC | 2 | 2 | 5.27% | 5.84% | 6.40% | Q3 2016 | Q4 2016 | 2 |
SAB CAPITAL MANAGEMENT LP | 2 | 2 | 12.22% | 12.42% | 12.62% | Q2 2015 | Q3 2015 | 2 |
Teewinot Capital Advisers, L.L.C. | 2 | 2 | 0.64% | 0.72% | 0.79% | Q1 2017 | Q2 2017 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.92% | 1.23% | 1.55% | Q4 2020 | Q4 2022 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.12% | Q3 2016 | Q1 2017 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2022 | Q2 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.08% | 0.15% | 0.21% | Q4 2018 | Q1 2022 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.13% | 0.22% | 0.31% | Q1 2020 | Q2 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2019 | Q2 2019 | 2 |
SlateStone Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Neuberger Berman Canada ULC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
GLG Partners LP | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2015 | Q1 2017 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q1 2019 | 2 |
Graticule Asia Macro Advisors LLC | 2 | 2 | 0.37% | 0.78% | 1.20% | Q1 2019 | Q2 2019 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
State of Wyoming | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sterneck Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WOLFF WIESE MAGANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MARKSTON INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2020 | Q4 2020 | 1 |
First PREMIER Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2017 | Q4 2017 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Alden Global Capital LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2023 | Q3 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SG Capital Management LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2018 | Q1 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Premier Fund Managers Ltd | 1 | 1 | 1.79% | 1.79% | 1.79% | Q4 2015 | Q4 2015 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wilks Brothers, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2017 | Q4 2017 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Crescent Grove Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2017 | Q2 2017 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harvest Capital Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2021 | Q3 2021 | 1 |
MALTESE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Opus Capital Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q1 2016 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Cape Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
C WorldWide Group Holding A/S | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2019 | Q3 2019 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
AFAM CAPITAL, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Geduld E E | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2015 | Q2 2015 | 1 |
RUSH ISLAND MANAGEMENT, LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
Algebris (UK) Ltd | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2021 | Q2 2021 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2015 | Q4 2015 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BlackRock Japan Co. Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2022 | Q1 2022 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Talkot Capital, LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q4 2015 | Q4 2015 | 1 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
FOSTER DYKEMA CABOT & CO INC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Forward Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Weaver Consulting Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BECKER CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2016 | Q1 2016 | 1 |
LMR Partners LLP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2022 | Q2 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Islet Management, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2019 | Q4 2019 | 1 |
MJP ASSOCIATES INC /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2017 | Q2 2017 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2015 | Q4 2015 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NEW RESIDENTIAL INVT CORP or have owned NEW RESIDENTIAL INVT CORP in the past.