Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 54 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 52 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 29 |
BARCLAYS PLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 27 |
GOLDMAN SACHS GROUP INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 26 |
BANK OF AMERICA CORP /DE/ | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
NORTHERN TRUST CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
ROYAL BANK OF CANADA | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
WELLS FARGO & COMPANY/MN | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Paulson & Co. | 24 | 24 | 0.21% | 0.58% | 1.34% | Q4 2017 | Q3 2023 | 24 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 24 |
GEODE CAPITAL MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
JPMORGAN CHASE & CO | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
VANGUARD GROUP INC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MORGAN STANLEY | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
COLONY GROUP LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Ameritas Investment Partners, Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MILLENNIUM MANAGEMENT LLC | 16 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
NEW YORK STATE COMMON RETIREMENT FUND | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
AMERICAN INTERNATIONAL GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
RHUMBLINE ADVISERS | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Russell Investments Group, Ltd. | 20 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
UBS Group AG | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BlackRock Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Legal & General Group Plc | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
River Road Asset Management, LLC | 23 | 23 | 0.11% | 0.27% | 0.47% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 23 | 23 | 0.17% | 0.35% | 0.86% | Q1 2018 | Q3 2023 | 23 |
STATE STREET CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 19 | 3 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 20 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
MetLife Investment Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
FEDERATED HERMES, INC. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 20 | 2 | 0.51% | 1.18% | 2.64% | Q4 2017 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2023 | 22 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Diversified Trust Co | 21 | 21 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2023 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
NISA INVESTMENT ADVISORS, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CREDIT SUISSE AG/ | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Edge Wealth Management LLC | 20 | 20 | 0.01% | 0.17% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PRICE T ROWE ASSOCIATES INC /MD/ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HUNTINGTON NATIONAL BANK | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Swiss National Bank | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
AMALGAMATED BANK | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 20 |
BESSEMER GROUP INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
VOYA INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
DIMENSIONAL FUND ADVISORS LP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Tower Research Capital LLC (TRC) | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Boston Partners | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q4 2022 | 20 |
PANAGORA ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
ClariVest Asset Management LLC | 14 | 5 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 19 |
MACQUARIE GROUP LTD | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Invesco Ltd. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Motley Fool Asset Management LLC | 19 | 19 | 0.08% | 0.31% | 0.76% | Q2 2018 | Q4 2022 | 19 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
D. E. Shaw & Co., Inc. | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
STRS OHIO | 16 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
Squarepoint Ops LLC | 12 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 19 |
ProShare Advisors LLC | 14 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
BALDWIN BROTHERS LLC/MA | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
Advisors Capital Management, LLC | 18 | 18 | 0.02% | 0.10% | 0.25% | Q4 2018 | Q1 2023 | 18 |
RBF Capital, LLC | 10 | 2 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 18 |
DENALI ADVISORS LLC | 15 | 3 | 0.01% | 0.68% | 1.48% | Q1 2019 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 3 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.35% | 0.79% | 1.76% | Q2 2019 | Q3 2023 | 18 |
Granahan Investment Management | 18 | 18 | 0.04% | 0.23% | 0.62% | Q4 2017 | Q1 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Creative Planning | 15 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 17 |
Empyrean Capital Partners, LP | 15 | 2 | 0.23% | 1.17% | 2.37% | Q4 2017 | Q3 2023 | 17 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
NORGES BANK | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 17 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 3 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 16 |
Parallel Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 16 |
EATON VANCE MANAGEMENT | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
American Portfolios Advisors | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 16 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AQR Capital Management | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 15 |
Robertson Stephens Wealth Management, LLC | 15 | 15 | 0.12% | 0.26% | 0.43% | Q1 2020 | Q3 2023 | 15 |
SG Americas Securities, LLC | 9 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
LPL Financial LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
JANUS HENDERSON GROUP PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 15 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 15 |
QUADRANT CAPITAL GROUP LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2022 | 14 |
MARTINGALE ASSET MANAGEMENT L P | 9 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Integrated Advisors Network LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.02% | 0.24% | Q4 2017 | Q3 2022 | 14 |
Aurora Private Wealth, Inc. | 14 | 14 | 0.02% | 0.06% | 0.09% | Q2 2020 | Q3 2023 | 14 |
COMERICA BANK | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 14 | 0.00% | 0.06% | 0.16% | Q2 2019 | Q3 2022 | 14 |
GRATIA CAPITAL, LLC | 9 | 1 | 0.46% | 5.35% | 15.59% | Q4 2017 | Q4 2020 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cutler Group LLC / CA | 4 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2021 | 14 |
Zuckerman Investment Group, LLC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 13 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Lindbrook Capital, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 5 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q1 2023 | 13 |
Tortoise Investment Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
GSA CAPITAL PARTNERS LLP | 6 | 2 | 0.01% | 0.06% | 0.12% | Q1 2018 | Q1 2023 | 13 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2023 | 13 |
GREAT LAKES ADVISORS, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
WINTRUST INVESTMENTS LLC | 10 | 1 | 0.01% | 0.17% | 0.45% | Q3 2018 | Q3 2023 | 13 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 13 |
CM Management, LLC | 12 | 12 | 2.12% | 3.34% | 5.09% | Q4 2020 | Q3 2023 | 12 |
Trexquant Investment LP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 12 |
KENNEDY CAPITAL MANAGEMENT LLC | 12 | 12 | 0.01% | 0.10% | 0.20% | Q2 2020 | Q1 2023 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 12 |
AMERIPRISE FINANCIAL INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 12 |
ATWOOD & PALMER INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BREWIN DOLPHIN LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 12 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2022 | 12 |
EJF Capital LLC | 11 | 1 | 0.01% | 1.88% | 3.72% | Q4 2017 | Q1 2021 | 12 |
Quinn Opportunity Partners LLC | 12 | 12 | 0.10% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
BROWN BROTHERS HARRIMAN & CO | 12 | 12 | 0.00% | 0.08% | 0.17% | Q4 2018 | Q3 2021 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 12 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.01% | 0.06% | 0.20% | Q1 2018 | Q4 2022 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 4 | 0.11% | 0.17% | 0.22% | Q2 2020 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 11 |
HGI Capital Management, LLC | 4 | 1 | 0.20% | 1.16% | 2.48% | Q4 2017 | Q3 2023 | 11 |
Ellevest, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 11 | 0.07% | 0.13% | 0.27% | Q1 2021 | Q3 2023 | 11 |
K2 PRINCIPAL FUND, L.P. | 10 | 10 | 0.01% | 0.59% | 2.14% | Q2 2020 | Q3 2022 | 11 |
Engine Capital Management, LP | 11 | 11 | 0.07% | 0.10% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Alberta Investment Management Corp | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.06% | 0.11% | 0.15% | Q3 2018 | Q4 2020 | 10 |
Yorktown Management & Research Co Inc | 6 | 4 | 0.32% | 0.54% | 0.95% | Q4 2018 | Q3 2022 | 10 |
BRINKER CAPITAL INC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2018 | Q2 2020 | 10 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 10 |
Man Group plc | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 10 |
Aperio Group, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2021 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.19% | Q4 2017 | Q3 2023 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 9 | 9 | 0.03% | 0.31% | 0.78% | Q2 2021 | Q2 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Motley Fool Wealth Management, LLC | 9 | 9 | 0.12% | 0.26% | 0.40% | Q2 2018 | Q2 2020 | 9 |
RAYMOND JAMES TRUST N.A. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
HRT FINANCIAL LP | 3 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 9 |
DOHENY ASSET MANAGEMENT /CA | 6 | 3 | 0.08% | 1.55% | 2.32% | Q4 2017 | Q1 2020 | 9 |
BAILARD, INC. | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 9 |
LAZARD ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2021 | 9 |
FIRST HAWAIIAN BANK | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 9 |
TRUIST FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
M&T BANK CORP | 9 | 9 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 9 |
AXA S.A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2023 | 8 |
Kendall Capital Management | 8 | 8 | 0.05% | 0.14% | 0.39% | Q4 2018 | Q3 2020 | 8 |
Mariner, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
NinePointTwo Capital LLC | 8 | 8 | 0.05% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
AQR Arbitrage LLC | 8 | 8 | 0.09% | 0.17% | 0.30% | Q4 2018 | Q3 2020 | 8 |
State of New Jersey Common Pension Fund D | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 8 |
Archford Capital Strategies, LLC | 5 | 3 | 0.05% | 0.12% | 0.21% | Q4 2018 | Q4 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Prime Capital Investment Advisors, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Penn Capital Management Company, LLC | 7 | 1 | 0.32% | 0.98% | 1.25% | Q3 2020 | Q3 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2021 | 8 |
Carroll Financial Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Bogart Wealth, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ETRADE Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2022 | 7 |
QS Investors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q2 2021 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 7 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2022 | 7 |
LaSalle Street Capital Management, LLC | 7 | 7 | 1.06% | 1.15% | 1.28% | Q1 2018 | Q3 2019 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
CWM, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 7 | 7 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q2 2023 | 7 |
AFFINITY INVESTMENT ADVISORS, LLC | 7 | 7 | 0.20% | 0.26% | 0.42% | Q1 2022 | Q3 2023 | 7 |
RICE HALL JAMES & ASSOCIATES, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Quadrature Capital Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q4 2022 | 7 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2020 | 7 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 7 |
AMP Capital Investors Ltd | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2021 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.46% | 0.67% | 1.35% | Q1 2022 | Q3 2023 | 7 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2022 | 6 |
Corsair Capital Management | 6 | 6 | 0.31% | 0.85% | 1.06% | Q4 2018 | Q1 2020 | 6 |
Capital Impact Advisors, LLC | 6 | 6 | 0.34% | 0.42% | 0.52% | Q1 2022 | Q2 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2023 | 6 |
Robeco Institutional Asset Management B.V. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 6 |
PARK CIRCLE Co | 6 | 6 | 0.28% | 0.36% | 0.51% | Q4 2018 | Q1 2020 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 6 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 6 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2020 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
OXFORD ASSET MANAGEMENT LLP | 6 | 6 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q4 2019 | 6 |
APG Asset Management N.V. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Manchester Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Fort Point Capital Partners LLC | 4 | 1 | 0.03% | 0.13% | 0.37% | Q1 2018 | Q2 2021 | 6 |
MILLER HOWARD INVESTMENTS INC /NY | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
State of Wyoming | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 6 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.04% | 0.15% | Q3 2018 | Q1 2023 | 6 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2019 | Q1 2022 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q1 2020 | 6 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MACKENZIE FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
STIFEL FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Moisand Fitzgerald Tamayo, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 6 | 0.03% | 0.06% | 0.12% | Q1 2018 | Q2 2019 | 6 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 6 |
Holocene Advisors, LP | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 6 |
Hudock, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 5 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2020 | 6 |
FRANKLIN RESOURCES INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 5 |
SIMON QUICK ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Advisor Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 5 |
Birch Run Capital Advisors, LP | 5 | 5 | 5.42% | 6.94% | 8.68% | Q3 2020 | Q3 2021 | 5 |
MAS Advisors LLC | 5 | 5 | 0.11% | 0.20% | 0.28% | Q4 2021 | Q4 2022 | 5 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Regent Investment Management LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Xact Kapitalforvaltning AB | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q2 2023 | 5 |
Hillsdale Investment Management Inc. | 5 | 5 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
Thomasville National Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Stewart Asset Management, LLC | 5 | 5 | 0.06% | 0.12% | 0.26% | Q4 2019 | Q4 2020 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
ALGERT GLOBAL LLC | 3 | 2 | 0.03% | 0.08% | 0.19% | Q2 2020 | Q1 2022 | 5 |
DekaBank Deutsche Girozentrale | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 5 | 0.05% | 0.10% | 0.16% | Q4 2020 | Q4 2021 | 5 |
EMERALD MUTUAL FUND ADVISERS TRUST | 5 | 5 | 0.02% | 0.18% | 0.28% | Q4 2017 | Q4 2018 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 5 |
SeaCrest Wealth Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 5 |
Bowling Portfolio Management LLC | 5 | 5 | 0.05% | 0.13% | 0.19% | Q2 2019 | Q2 2020 | 5 |
JACOBS ASSET MANAGEMENT, LLC | 5 | 5 | 0.44% | 1.18% | 2.06% | Q1 2018 | Q1 2019 | 5 |
Birch Grove Capital LP | 5 | 5 | 0.81% | 1.32% | 1.82% | Q2 2020 | Q2 2021 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 5 | 0.18% | 0.27% | 0.40% | Q4 2017 | Q4 2018 | 5 |
Disciplined Investments, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 5 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.08% | 0.14% | 0.18% | Q2 2019 | Q4 2020 | 5 |
AlphaCrest Capital Management LLC | 3 | 2 | 0.01% | 0.10% | 0.19% | Q3 2019 | Q3 2022 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
BROWN ADVISORY INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Altman Advisors, Inc. | 5 | 5 | 0.75% | 1.00% | 1.44% | Q4 2018 | Q4 2019 | 5 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2020 | 5 |
Ensign Peak Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GUGGENHEIM CAPITAL LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Zebra Capital Management LLC | 3 | 1 | 0.16% | 0.74% | 2.35% | Q4 2019 | Q1 2023 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GLOBEFLEX CAPITAL L P | 3 | 1 | 0.04% | 0.09% | 0.22% | Q4 2018 | Q2 2020 | 4 |
SEGALL BRYANT & HAMILL, LLC | 4 | 4 | 0.07% | 0.13% | 0.16% | Q4 2018 | Q3 2019 | 4 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.06% | 0.08% | Q4 2017 | Q2 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
ZPR Investment Management | 4 | 4 | 1.02% | 1.54% | 1.76% | Q4 2018 | Q3 2019 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Ceredex Value Advisors LLC | 4 | 4 | 0.13% | 0.16% | 0.19% | Q2 2022 | Q1 2023 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Atlas Private Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 4 |
Neuberger Berman Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 4 |
Quad-Cities Investment Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vident Investment Advisory, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q2 2022 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
HALSEY ASSOCIATES INC/CT | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.03% | 0.10% | 0.22% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.09% | 0.16% | 0.23% | Q1 2022 | Q1 2023 | 4 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q2 2019 | Q1 2020 | 4 |
PEREGRINE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q1 2019 | Q4 2019 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 4 |
Uniplan Investment Counsel, Inc. | 4 | 4 | 0.16% | 0.22% | 0.28% | Q1 2018 | Q4 2018 | 4 |
AUA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
STRYCKER VIEW CAPITAL LLC | 2 | 2 | 1.90% | 3.77% | 5.59% | Q4 2017 | Q1 2019 | 4 |
XPONANCE, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
FORTEM FINANCIAL GROUP, LLC | 3 | 1 | 0.01% | 0.09% | 0.17% | Q3 2019 | Q4 2020 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q1 2022 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Mittleman Investment Management | 4 | 4 | 2.56% | 6.67% | 9.37% | Q4 2020 | Q3 2021 | 4 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Portolan Capital Management | 3 | 3 | 0.19% | 0.43% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Seascape Capital Management | 3 | 3 | 1.30% | 1.47% | 1.60% | Q3 2021 | Q1 2022 | 3 |
Quantedge Capital Pte Ltd | 3 | 3 | 0.03% | 0.24% | 0.49% | Q4 2021 | Q2 2022 | 3 |
Williams Jones Wealth Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 3 | 0.18% | 0.22% | 0.25% | Q4 2018 | Q2 2019 | 3 |
ROYCE & ASSOCIATES LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
SHIKIAR ASSET MANAGEMENT INC | 2 | 1 | 0.13% | 0.52% | 1.06% | Q4 2017 | Q4 2018 | 3 |
MACKAY SHIELDS LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Cruiser Capital Advisors, LLC | 3 | 3 | 0.18% | 1.03% | 1.60% | Q3 2018 | Q1 2019 | 3 |
FORSTA AP-FONDEN | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
WINTON GROUP Ltd | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 3 |
Aquatic Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 3 |
PICTET ASSET MANAGEMENT LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WILLIAMS JONES & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Petrus Trust Company, LTA | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 3 |
Allworth Financial LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Foundry Partners, LLC | 3 | 3 | 0.22% | 0.24% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
BlueCrest Capital Management Ltd | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2019 | 3 |
DGS Capital Management, LLC | 2 | 1 | 0.06% | 0.14% | 0.22% | Q2 2022 | Q1 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Geneos Wealth Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Spire Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.08% | 0.32% | 0.55% | Q4 2018 | Q2 2019 | 3 |
FIL Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Jump Financial, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Full18 Capital LLC | 3 | 3 | 0.43% | 0.49% | 0.53% | Q2 2021 | Q4 2021 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 3 |
Buckley Wealth Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Wealth Alliance | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Lingohr Asset Management GmbH | 3 | 3 | 0.68% | 0.92% | 1.21% | Q1 2022 | Q3 2022 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Qtron Investments LLC | 2 | 1 | 0.04% | 0.09% | 0.17% | Q4 2019 | Q1 2022 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
XTX Topco Ltd | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 3 |
Alyeska Investment Group, L.P. | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2019 | 3 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 0.91% | 1.48% | 2.06% | Q4 2021 | Q1 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Riverview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.27% | 0.30% | 0.32% | Q3 2019 | Q4 2019 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Princeton Global Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Corton Capital Inc. | 2 | 2 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q1 2022 | 2 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
IVORY INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.35% | 0.40% | 0.45% | Q4 2017 | Q1 2018 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.10% | 0.14% | Q3 2021 | Q3 2022 | 2 |
Sessa Capital IM, L.P. | 2 | 2 | 2.40% | 2.42% | 2.44% | Q2 2019 | Q3 2019 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
Rafferty Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Versor Investments LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
CANANDAIGUA NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Voss Capital, LLC | 1 | 1 | 0.16% | 0.51% | 0.87% | Q4 2019 | Q4 2019 | 2 |
Gotham Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.44% | 0.89% | Q1 2021 | Q1 2022 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.13% | 0.26% | Q3 2018 | Q4 2018 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FJ Capital Management LLC | 1 | 1 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 2 |
C M BIDWELL & ASSOCIATES LTD | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
A.R.T. Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 2 |
JENNISON ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Aristides Capital LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q4 2021 | Q1 2022 | 2 |
CLARK ESTATES INC/NY | 2 | 2 | 0.34% | 0.40% | 0.46% | Q1 2023 | Q2 2023 | 2 |
ROTHSCHILD INVESTMENT LLC /IL | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q1 2020 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Three Corner Global Investors LP | 2 | 2 | 1.88% | 1.95% | 2.02% | Q4 2017 | Q1 2018 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2019 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 2 |
Horizon Investment Services, LLC | 2 | 2 | 0.27% | 0.41% | 0.56% | Q4 2021 | Q1 2022 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BlueMar Capital Management, LLC | 2 | 2 | 0.78% | 1.53% | 2.28% | Q4 2017 | Q1 2018 | 2 |
REGIONS FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q1 2021 | 2 |
COMPTON CAPITAL MANAGEMENT INC /RI | 2 | 2 | 0.09% | 0.14% | 0.18% | Q1 2018 | Q2 2018 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Utah Retirement Systems | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Signition LP | 2 | 2 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q1 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
WEDBUSH SECURITIES INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q4 2018 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HMS Capital Management, LLC | 2 | 2 | 0.06% | 0.22% | 0.38% | Q1 2022 | Q2 2022 | 2 |
AGF Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JS Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Versant Capital Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vestcor Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Baird Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MENDON CAPITAL ADVISORS CORP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2017 | Q4 2017 | 1 |
Sicart Associates LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2017 | Q4 2017 | 1 |
State of Alaska, Department of Revenue | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP Paribas Asset Management Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sigma Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 3.68% | 3.68% | 3.68% | Q4 2017 | Q4 2017 | 1 |
Leap Investments LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sandhill Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Hudson Bay Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Diametric Capital, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
FIRST QUADRANT LLC/CA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Overbrook Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Horizon Kinetics | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
CX Institutional | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2017 | Q4 2017 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
GLG LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
Q Global Advisors, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
Mork Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Tri Locum Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Long Pond Capital | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ethic Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2017 | Q4 2017 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2022 | Q1 2022 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
MQS Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Oak Thistle LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Caption Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EAM Investors, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own NEWMARK GROUP INC or have owned NEWMARK GROUP INC in the past.