Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 38 | 38 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 80 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 78 |
Cutler Group LLC / CA | 24 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 65 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 50 |
GOLDMAN SACHS GROUP INC | 33 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 37 | 37 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 48 |
PEAK6 Investments LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 45 |
CITIGROUP INC | 37 | 37 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 44 |
Nuveen Asset Management, LLC | 31 | 5 | 0.00% | 0.02% | 0.13% | Q3 2014 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 18 | 5 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 41 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 37 | 37 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 39 |
BARCLAYS PLC | 25 | 4 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 38 |
Energy Income Partners, LLC | 37 | 37 | 0.44% | 3.70% | 6.50% | Q3 2014 | Q3 2023 | 37 |
JENNISON ASSOCIATES LLC | 37 | 37 | 0.02% | 0.12% | 0.20% | Q3 2014 | Q3 2023 | 37 |
FMR LLC | 37 | 37 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 37 |
BlackRock Inc. | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Neuberger Berman Group LLC | 37 | 37 | 0.00% | 0.27% | 0.46% | Q3 2014 | Q3 2023 | 37 |
GABELLI FUNDS LLC | 37 | 37 | 0.01% | 0.08% | 0.24% | Q3 2014 | Q3 2023 | 37 |
MORGAN STANLEY | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
REAVES W H & CO INC | 37 | 37 | 0.02% | 1.05% | 3.28% | Q2 2014 | Q2 2023 | 37 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 37 | 37 | 0.00% | 0.78% | 3.22% | Q3 2014 | Q3 2023 | 37 |
VANGUARD GROUP INC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
JPMORGAN CHASE & CO | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
STATE STREET CORP | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
COHEN & STEERS, INC. | 27 | 9 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 36 |
SEARLE & CO. | 36 | 36 | 0.49% | 1.35% | 3.18% | Q4 2014 | Q3 2023 | 36 |
NORTHERN TRUST CORP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 35 |
FIRST TRUST ADVISORS LP | 35 | 35 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
JANE STREET GROUP, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 34 |
BEACH INVESTMENT COUNSEL INC/PA | 26 | 8 | 0.33% | 6.99% | 13.38% | Q2 2015 | Q4 2023 | 34 |
EATON VANCE MANAGEMENT | 33 | 33 | 0.00% | 0.05% | 0.09% | Q3 2014 | Q3 2022 | 33 |
MAI Capital Management | 31 | 2 | 0.02% | 0.11% | 0.27% | Q1 2015 | Q3 2023 | 33 |
JOHNSON INVESTMENT COUNSEL INC | 33 | 33 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
US BANCORP \DE\ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
Eventide Asset Management | 33 | 33 | 0.00% | 1.46% | 2.17% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 31 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 33 |
TD ASSET MANAGEMENT INC | 22 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2023 | 32 |
Artemis Investment Management LLP | 27 | 5 | 0.02% | 0.44% | 1.19% | Q3 2015 | Q3 2023 | 32 |
A. D. Beadell Investment Counsel, Inc. | 32 | 32 | 1.13% | 5.84% | 7.27% | Q4 2015 | Q3 2023 | 32 |
MILLER HOWARD INVESTMENTS INC /NY | 32 | 32 | 0.03% | 0.10% | 0.22% | Q4 2015 | Q3 2023 | 32 |
GLENMEDE TRUST CO NA | 32 | 32 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 31 |
RAYMOND JAMES & ASSOCIATES | 27 | 4 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 31 |
PEAK6 Group LLC | 7 | 6 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2018 | 31 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 17 | 13 | 0.00% | 0.06% | 0.26% | Q3 2014 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 13 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 30 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 30 | 30 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q4 2021 | 30 |
MONETARY MANAGEMENT GROUP INC | 30 | 30 | 0.16% | 0.61% | 1.34% | Q2 2016 | Q3 2023 | 30 |
Boston Common Asset Management, LLC | 29 | 1 | 0.01% | 0.14% | 0.63% | Q3 2015 | Q2 2023 | 30 |
PRICE T ROWE ASSOCIATES INC /MD/ | 29 | 29 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 18 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 29 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 29 |
HighTower Advisors, LLC | 29 | 29 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q3 2023 | 29 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 27 | 1 | 0.02% | 2.57% | 5.06% | Q3 2015 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 28 | 28 | 0.22% | 0.72% | 1.93% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.10% | 0.75% | 1.48% | Q1 2016 | Q4 2022 | 28 |
Baird Financial Group, Inc. | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Versant Capital Management, Inc | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 28 |
Citizens Business Bank | 28 | 28 | 0.05% | 0.28% | 0.41% | Q3 2016 | Q2 2023 | 28 |
FIRST MANHATTAN CO. LLC. | 28 | 28 | 0.00% | 0.02% | 0.24% | Q4 2016 | Q3 2023 | 28 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 28 | 28 | 0.05% | 1.90% | 4.56% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q1 2023 | 28 |
TEALWOOD ASSET MANAGEMENT INC | 17 | 10 | 0.30% | 0.79% | 1.36% | Q1 2017 | Q4 2023 | 27 |
ADELL HARRIMAN & CARPENTER INC | 27 | 27 | 0.08% | 0.61% | 1.09% | Q1 2017 | Q3 2023 | 27 |
BANK OF MONTREAL /CAN/ | 23 | 2 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 27 |
ClearBridge Investments Ltd | 17 | 10 | 0.07% | 3.00% | 7.91% | Q4 2015 | Q3 2023 | 27 |
1832 Asset Management L.P. | 27 | 27 | 0.02% | 0.22% | 0.42% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LOOMIS SAYLES & CO L P | 27 | 27 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 27 |
Gilman Hill Asset Management, LLC | 26 | 26 | 0.06% | 0.18% | 0.29% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 26 |
Ecofin Advisors Ltd | 25 | 1 | 0.07% | 3.69% | 8.35% | Q2 2014 | Q4 2020 | 26 |
Legal & General Group Plc | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 24 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
WESTWOOD HOLDINGS GROUP INC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2023 | 25 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 15 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 25 |
BOOTHBAY FUND MANAGEMENT, LLC | 17 | 3 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 25 |
Aveo Capital Partners, LLC | 13 | 1 | 0.03% | 0.15% | 0.23% | Q1 2017 | Q3 2023 | 25 |
ROOSEVELT INVESTMENT GROUP LLC | 25 | 25 | 0.04% | 0.22% | 0.46% | Q3 2016 | Q3 2022 | 25 |
STEPHENS INC /AR/ | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
NATIXIS | 24 | 24 | 0.01% | 0.06% | 0.16% | Q4 2017 | Q3 2023 | 25 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 23 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2021 | 25 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 24 | 24 | 0.00% | 0.02% | 0.39% | Q4 2017 | Q3 2023 | 24 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 24 | 24 | 0.40% | 0.69% | 0.91% | Q2 2017 | Q1 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.03% | 0.11% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Electron Capital Partners, LLC | 17 | 1 | 0.04% | 2.93% | 7.69% | Q3 2014 | Q3 2023 | 24 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Texas Yale Capital Corp. | 24 | 24 | 0.12% | 0.32% | 0.47% | Q4 2017 | Q3 2023 | 24 |
Van Hulzen Asset Management, LLC | 18 | 6 | 0.03% | 0.09% | 0.26% | Q1 2015 | Q3 2023 | 24 |
BRASADA CAPITAL MANAGEMENT, LP | 24 | 24 | 0.09% | 1.37% | 1.87% | Q4 2017 | Q3 2023 | 24 |
GW&K Investment Management, LLC | 24 | 24 | 0.00% | 0.42% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 0.29% | 0.48% | Q4 2017 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 24 | 24 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2023 | 24 |
Salient Capital Advisors, LLC | 23 | 23 | 0.04% | 0.90% | 2.67% | Q1 2017 | Q3 2022 | 23 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2022 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 23 | 23 | 1.40% | 3.21% | 4.94% | Q1 2018 | Q3 2023 | 23 |
Otter Creek Advisors, LLC | 20 | 1 | 1.53% | 2.46% | 4.66% | Q2 2017 | Q2 2023 | 23 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.26% | 1.15% | 1.96% | Q1 2017 | Q3 2022 | 23 |
Patten Group, Inc. | 13 | 10 | 0.01% | 0.06% | 0.15% | Q4 2015 | Q2 2023 | 23 |
Tower Research Capital LLC (TRC) | 5 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 13 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2023 | 22 |
BROWN BROTHERS HARRIMAN & CO | 19 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 22 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
ALPS ADVISORS INC | 21 | 21 | 0.01% | 0.23% | 0.52% | Q3 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 16 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 21 |
OPPENHEIMER & CO INC | 16 | 5 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 21 |
JUPITER ASSET MANAGEMENT LTD | 21 | 21 | 0.01% | 0.16% | 0.49% | Q3 2018 | Q3 2023 | 21 |
SG Americas Securities, LLC | 11 | 3 | 0.00% | 0.02% | 0.14% | Q4 2016 | Q3 2023 | 21 |
ADVISORY RESEARCH INC | 21 | 21 | 0.02% | 0.18% | 0.38% | Q2 2014 | Q2 2019 | 21 |
GSA CAPITAL PARTNERS LLP | 10 | 1 | 0.02% | 0.09% | 0.28% | Q3 2015 | Q3 2023 | 21 |
SECURIAN ASSET MANAGEMENT, INC | 21 | 21 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2022 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ClearBridge Investments | 18 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2023 | 20 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
Beach Investment Management, LLC. | 20 | 20 | 1.31% | 8.15% | 15.97% | Q2 2015 | Q1 2020 | 20 |
Atria Investments, Inc | 12 | 8 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q2 2023 | 20 |
Elmwood Wealth Management, Inc. | 8 | 2 | 0.32% | 0.60% | 0.85% | Q1 2018 | Q3 2023 | 20 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 20 |
DIVIDEND ASSETS CAPITAL, LLC | 20 | 20 | 0.10% | 0.54% | 0.91% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.01% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.39% | 0.76% | 1.08% | Q4 2018 | Q3 2023 | 20 |
Invesco Ltd. | 11 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 20 |
Mariner, LLC | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
BESSEMER GROUP INC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 20 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.05% | 0.20% | Q4 2014 | Q3 2023 | 20 |
ELCO Management Co., LLC | 19 | 19 | 0.19% | 0.28% | 0.35% | Q1 2019 | Q3 2023 | 19 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 8 | 2 | 0.00% | 0.15% | 0.93% | Q3 2014 | Q3 2023 | 19 |
Bramshill Investments, LLC | 19 | 19 | 0.09% | 0.25% | 0.50% | Q1 2019 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
NICOLA WEALTH MANAGEMENT LTD. | 19 | 19 | 0.11% | 0.51% | 1.00% | Q1 2019 | Q3 2023 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 19 |
Global Retirement Partners, LLC | 16 | 3 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 19 |
CIBC Private Wealth Group, LLC | 13 | 1 | 0.02% | 0.14% | 0.24% | Q3 2014 | Q3 2023 | 19 |
WILLIAMS JONES & ASSOCIATES LLC | 19 | 19 | 0.01% | 0.08% | 0.21% | Q4 2014 | Q2 2019 | 19 |
LPL Financial LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
CORRADO ADVISORS, LLC | 14 | 5 | 0.19% | 0.42% | 1.13% | Q1 2017 | Q3 2023 | 19 |
Janney Montgomery Scott LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 18 |
Coastline Trust Co | 18 | 18 | 0.03% | 0.65% | 1.28% | Q2 2019 | Q3 2023 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.01% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
WEXFORD CAPITAL LP | 8 | 1 | 0.06% | 0.62% | 1.86% | Q3 2016 | Q3 2023 | 18 |
Candriam S.C.A. | 18 | 18 | 0.01% | 0.12% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.03% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 13 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 18 |
AllSquare Wealth Management LLC | 18 | 18 | 0.02% | 0.06% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Osborn Williams & Donohoe LLC | 12 | 2 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q4 2019 | 18 |
Enterprise Bank & Trust Co | 18 | 18 | 0.08% | 1.10% | 1.34% | Q1 2019 | Q2 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Lehman Financial Resources, Inc. | 17 | 17 | 0.42% | 7.39% | 11.16% | Q3 2014 | Q3 2018 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 7.47% | 8.66% | 9.68% | Q4 2018 | Q4 2022 | 17 |
PARSONS CAPITAL MANAGEMENT INC/RI | 17 | 17 | 0.08% | 0.33% | 0.55% | Q3 2019 | Q3 2023 | 17 |
Executive Wealth Management, LLC | 14 | 3 | 0.00% | 0.52% | 0.78% | Q4 2018 | Q3 2023 | 17 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.01% | 0.50% | 0.62% | Q3 2019 | Q3 2023 | 17 |
NAPLES GLOBAL ADVISORS, LLC | 17 | 17 | 0.09% | 0.21% | 0.26% | Q3 2019 | Q3 2023 | 17 |
Avalon Investment & Advisory | 17 | 17 | 0.27% | 0.36% | 0.47% | Q1 2019 | Q1 2023 | 17 |
American Portfolios Advisors | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 17 |
HSBC HOLDINGS PLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 17 |
Belpointe Asset Management LLC | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Quantbot Technologies LP | 11 | 1 | 0.01% | 0.08% | 0.31% | Q1 2016 | Q2 2023 | 16 |
CREDIT AGRICOLE S A | 12 | 1 | 0.00% | 0.66% | 1.36% | Q3 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 16 |
State of New Jersey Common Pension Fund D | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Community Capital Management, LLC | 8 | 7 | 0.01% | 1.62% | 4.56% | Q4 2018 | Q2 2023 | 16 |
B & T Capital Management DBA Alpha Capital Management | 16 | 16 | 0.51% | 1.34% | 1.77% | Q4 2019 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 16 |
Creative Planning | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 15 |
HBC Financial Services, PLLC | 12 | 3 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
GREENWOOD GEARHART INC | 15 | 15 | 0.70% | 1.12% | 1.36% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
SIGNATUREFD, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Point72 Asset Management, L.P. | 8 | 1 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 15 |
Premier Fund Managers Ltd | 15 | 15 | 0.02% | 1.72% | 2.97% | Q1 2020 | Q3 2023 | 15 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 15 |
BOWEN HANES & CO INC | 15 | 15 | 0.01% | 0.72% | 0.96% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OneAscent Financial Services LLC | 8 | 1 | 0.12% | 0.44% | 1.32% | Q2 2019 | Q2 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
RAYMOND JAMES TRUST N.A. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
GREENWOOD CAPITAL ASSOCIATES LLC | 15 | 15 | 0.05% | 0.12% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 15 | 15 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q2 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Vectors Research Management, LLC | 15 | 15 | 0.00% | 0.08% | 0.18% | Q4 2019 | Q2 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2022 | 15 |
FIRST MERCANTILE TRUST CO | 13 | 2 | 0.04% | 0.12% | 0.19% | Q4 2015 | Q3 2021 | 15 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 5 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q1 2022 | 15 |
M&G INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.07% | 0.26% | 0.57% | Q1 2020 | Q3 2023 | 15 |
Values First Advisors, Inc. | 15 | 15 | 0.50% | 0.62% | 0.76% | Q4 2019 | Q2 2023 | 15 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 15 |
CASTLEARK MANAGEMENT LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
TPH Asset Management, LLC | 14 | 14 | 0.11% | 0.56% | 1.15% | Q3 2014 | Q4 2017 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
WINTON GROUP Ltd | 12 | 1 | 0.01% | 0.06% | 0.18% | Q3 2018 | Q4 2022 | 14 |
WELLINGTON MANAGEMENT GROUP LLP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 14 |
BLAIR WILLIAM & CO/IL | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
AMP Capital Investors Ltd | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2021 | 14 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 14 |
SALEM INVESTMENT COUNSELORS INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.01% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
RMB Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 14 |
Aptus Capital Advisors, LLC | 14 | 14 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2022 | 14 |
Endurance Wealth Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
MACQUARIE GROUP LTD | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
QCI ASSET MANAGEMENT INC/NY | 10 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 13 |
Evercore Wealth Management, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2023 | 13 |
SouthState Corp | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cannell & Co. | 13 | 13 | 0.52% | 1.08% | 1.87% | Q3 2020 | Q3 2023 | 13 |
OPTIMUM INVESTMENT ADVISORS | 13 | 13 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2023 | 13 |
AVANTAX ADVISORY SERVICES, INC. | 13 | 13 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 7 | 6 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2023 | 13 |
AGF Investments LLC | 9 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q1 2022 | 13 |
Marshall Wace North America L.P. | 8 | 1 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q4 2020 | 13 |
Castleton Investment Management LLC | 13 | 13 | 0.16% | 1.44% | 7.86% | Q1 2016 | Q1 2019 | 13 |
CAPTRUST FINANCIAL ADVISORS | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Global X Management CO LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2018 | 13 |
TRUIST FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Financial Management Professionals, Inc. | 13 | 13 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q2 2023 | 13 |
Advisory Services Network, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.05% | 0.19% | Q4 2014 | Q1 2020 | 13 |
Brookfield Asset Management | 13 | 13 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q2 2023 | 13 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.02% | 0.11% | 0.35% | Q3 2014 | Q4 2022 | 13 |
MOSELEY INVESTMENT MANAGEMENT INC | 13 | 13 | 0.14% | 0.20% | 0.32% | Q4 2019 | Q4 2022 | 13 |
MIROVA | 13 | 13 | 0.03% | 0.46% | 0.74% | Q3 2020 | Q3 2023 | 13 |
FIL Ltd | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Engineers Gate Manager LP | 5 | 1 | 0.02% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q3 2020 | 12 |
INVERNESS COUNSEL LLC /NY/ | 12 | 12 | 0.01% | 0.13% | 0.21% | Q4 2019 | Q3 2022 | 12 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2022 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
LAKE STREET ADVISORS GROUP, LLC | 12 | 12 | 0.09% | 0.10% | 0.11% | Q2 2018 | Q1 2021 | 12 |
D L CARLSON INVESTMENT GROUP INC | 12 | 12 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q2 2023 | 12 |
Zimmer Partners, LP | 9 | 1 | 0.03% | 0.97% | 2.68% | Q3 2014 | Q4 2020 | 12 |
SVB WEALTH LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 12 |
Gradient Investments LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Norway Savings Bank | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.04% | 0.11% | Q1 2018 | Q2 2023 | 12 |
Walleye Trading LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 12 |
CAMBRIDGE TRUST CO | 8 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 12 |
EAGLE GLOBAL ADVISORS LLC | 11 | 1 | 0.08% | 0.19% | 0.41% | Q3 2014 | Q1 2023 | 12 |
Man Group plc | 12 | 12 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
DEARBORN PARTNERS LLC | 12 | 12 | 0.01% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.10% | 0.56% | 0.80% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2023 | 12 |
Cambridge Investment Research Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Epoch Investment Partners, Inc. | 12 | 12 | 0.01% | 0.09% | 0.26% | Q4 2020 | Q3 2023 | 12 |
PUTNAM INVESTMENTS LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2017 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
Veritable, L.P. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.02% | 0.09% | 0.12% | Q2 2019 | Q1 2022 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.30% | 0.37% | 0.47% | Q1 2017 | Q4 2019 | 12 |
B. Riley Wealth Advisors, Inc. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 11 |
Pacific Center for Financial Services | 8 | 3 | 0.02% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 11 |
Brown Miller Wealth Management, LLC | 11 | 11 | 0.16% | 0.21% | 0.25% | Q1 2021 | Q3 2023 | 11 |
Rosenberg Matthew Hamilton | 11 | 11 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Barrington Strategic Wealth Management Group LLC | 11 | 11 | 0.22% | 0.40% | 0.66% | Q1 2015 | Q3 2017 | 11 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q1 2019 | 11 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 11 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Sonora Investment Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
SFMG, LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 11 |
Abundance Wealth Counselors | 11 | 11 | 0.03% | 0.31% | 1.12% | Q1 2021 | Q3 2023 | 11 |
Constitution Capital LLC | 11 | 11 | 0.17% | 0.19% | 0.27% | Q4 2020 | Q2 2023 | 11 |
Uniplan Investment Counsel, Inc. | 11 | 11 | 0.22% | 0.29% | 0.38% | Q1 2021 | Q3 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 11 | 0.01% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Canton Hathaway, LLC | 11 | 11 | 0.05% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.04% | 0.10% | 0.22% | Q3 2019 | Q2 2023 | 11 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2018 | 11 |
Kistler-Tiffany Companies, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Wealth Alliance | 11 | 11 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q2 2023 | 11 |
Strategic Blueprint, LLC | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Employees Retirement System of Texas | 9 | 2 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2022 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 11 | 11 | 0.04% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2021 | 11 |
FAYEZ SAROFIM & CO | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.03% | 0.13% | Q4 2017 | Q3 2021 | 10 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2017 | 10 |
Sandy Spring Bank | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 10 |
Prospera Financial Services Inc | 6 | 1 | 0.01% | 0.05% | 0.17% | Q3 2020 | Q3 2023 | 10 |
BLACKROCK ADVISORS LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q4 2016 | 10 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 10 |
Vestmark Advisory Solutions, Inc. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Financial Architects, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2017 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Vident Investment Advisory, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
ALBION FINANCIAL GROUP /UT | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Kore Private Wealth LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
STEADFAST CAPITAL MANAGEMENT LP | 10 | 10 | 0.04% | 0.66% | 0.94% | Q3 2014 | Q4 2016 | 10 |
BlackRock Group LTD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 10 |
Indie Asset Partners, LLC | 10 | 10 | 0.23% | 0.29% | 0.36% | Q1 2021 | Q2 2023 | 10 |
Kaizen Financial Strategies | 8 | 2 | 0.35% | 0.41% | 0.49% | Q4 2020 | Q2 2023 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q1 2023 | 10 |
SIT INVESTMENT ASSOCIATES INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
NewEdge Wealth, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
Virtus Fund Advisers, LLC | 10 | 10 | 0.13% | 0.46% | 0.64% | Q3 2014 | Q4 2016 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 10 | 0.00% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 10 |
PECONIC PARTNERS LLC | 10 | 10 | 0.04% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 10 |
BlackRock Investment Management, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2016 | 10 |
Spire Wealth Management | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
KLINGENSTEIN FIELDS & CO LP | 10 | 10 | 0.36% | 0.74% | 0.94% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.05% | 0.13% | Q2 2021 | Q3 2023 | 10 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.01% | 0.06% | 0.18% | Q3 2015 | Q3 2023 | 10 |
BlackRock Institutional Trust Company, N.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
Hall Private Wealth Advisors | 10 | 10 | 0.69% | 4.55% | 5.93% | Q2 2021 | Q3 2023 | 10 |
ATTICUS WEALTH MANAGEMENT, LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Jump Financial, LLC | 5 | 1 | 0.03% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 9 |
Laffer Tengler Investments, Inc. | 9 | 9 | 0.02% | 0.04% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.03% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Galvin, Gaustad & Stein, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 9 |
Sigma Planning Corp | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
BlackRock Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CENTRAL TRUST Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Anchor Investment Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2023 | 9 |
VAN ECK ASSOCIATES CORP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
OneAscent Wealth Management LLC | 6 | 1 | 0.16% | 0.36% | 0.80% | Q4 2020 | Q2 2023 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q1 2019 | 9 |
Accel Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.13% | 0.54% | Q3 2015 | Q2 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 9 | 9 | 0.01% | 0.14% | 0.70% | Q4 2019 | Q4 2021 | 9 |
Principal Street Partners, LLC | 9 | 9 | 0.06% | 0.12% | 0.18% | Q4 2020 | Q4 2022 | 9 |
Cribstone Capital Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
STEADFAST ADVISORS LP | 9 | 9 | 0.27% | 0.74% | 0.98% | Q3 2014 | Q3 2016 | 9 |
TEACHERS ADVISORS, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CULLEN/FROST BANKERS, INC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.08% | 0.30% | Q3 2017 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 8 | 8 | 0.10% | 0.15% | 0.17% | Q3 2021 | Q2 2023 | 8 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q2 2023 | 8 |
MEEDER ASSET MANAGEMENT INC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2017 | 8 |
Allianz Asset Management GmbH | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 8 |
Private Advisor Group, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 8 |
Castellan Group | 8 | 8 | 1.15% | 1.57% | 1.83% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 8 |
CIBC Asset Management Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Patriot Financial Group Insurance Agency, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Asset Management One Co., Ltd. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 8 |
HNP Capital LLC | 8 | 8 | 0.09% | 0.13% | 0.17% | Q2 2021 | Q1 2023 | 8 |
Gerber Kawasaki Wealth & Investment Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q2 2021 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CINCINNATI INSURANCE CO | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q2 2022 | 8 |
NN Investment Partners Holdings N.V. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2022 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Yaupon Capital Management LP | 5 | 1 | 0.48% | 3.12% | 12.04% | Q1 2019 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.10% | 0.14% | 0.17% | Q3 2021 | Q2 2023 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q1 2023 | 8 |
Parallel Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Anchor Bolt Capital, LP | 7 | 1 | 0.23% | 0.44% | 1.19% | Q1 2017 | Q1 2020 | 8 |
Cavalry Management Group, LLC | 3 | 2 | 0.02% | 6.41% | 50.66% | Q1 2020 | Q3 2023 | 8 |
Regent Investment Management LLC | 8 | 8 | 0.07% | 0.20% | 0.29% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q2 2016 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 0.54% | 1.10% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.04% | 0.26% | 0.49% | Q4 2021 | Q3 2023 | 8 |
BerganKDV Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2022 | 8 |
D.A. DAVIDSON & CO. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
Kovack Advisors, Inc. | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 8 |
Peterson Wealth Services | 8 | 8 | 0.26% | 0.40% | 0.50% | Q4 2021 | Q3 2023 | 8 |
TCI Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2023 | 8 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2016 | 8 |
Sound Income Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6 | 1 | 0.01% | 0.07% | 0.11% | Q1 2020 | Q4 2021 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Virtus ETF Advisers LLC | 3 | 2 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q3 2023 | 7 |
ENTERPRISE FINANCIAL SERVICES CORP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CAPITAL GUARDIAN TRUST CO | 7 | 7 | 0.01% | 0.08% | 0.12% | Q3 2014 | Q1 2016 | 7 |
VisionPoint Advisory Group, LLC | 6 | 1 | 0.10% | 0.31% | 0.67% | Q4 2021 | Q3 2023 | 7 |
BOSTON ADVISORS LLC | 6 | 1 | 0.01% | 0.13% | 0.30% | Q2 2015 | Q2 2019 | 7 |
Westside Investment Management, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Voya Financial Advisors, Inc. | 7 | 7 | 0.03% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ascent Group, LLC | 7 | 7 | 0.06% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Joel Isaacson & Co., LLC | 4 | 1 | 0.02% | 0.02% | 0.06% | Q4 2018 | Q4 2022 | 7 |
CI INVESTMENTS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Homrich & Berg | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Carnegie Capital Asset Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q2 2018 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 5 | 2 | 0.23% | 1.25% | 2.65% | Q2 2021 | Q2 2023 | 7 |
Lavaca Capital LLC | 5 | 1 | 0.03% | 0.24% | 0.40% | Q1 2021 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 7 |
Parallax Volatility Advisers, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 7 |
Schonfeld Strategic Advisors LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q2 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
M&T BANK CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
TFC Financial Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2016 | 7 |
INHERENT GROUP, LP | 7 | 7 | 0.81% | 1.98% | 4.81% | Q3 2020 | Q1 2022 | 7 |
Arosa Capital Management LP | 4 | 1 | 0.57% | 1.06% | 1.92% | Q3 2017 | Q2 2023 | 7 |
Capital Market Strategies LLC | 5 | 1 | 0.18% | 0.34% | 0.40% | Q4 2021 | Q4 2023 | 7 |
MAGNOLIA CAPITAL ADVISORS LLC | 7 | 7 | 0.09% | 0.14% | 0.22% | Q3 2021 | Q1 2023 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 7 | 7 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q1 2016 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Holocene Advisors, LP | 4 | 3 | 0.02% | 0.07% | 0.20% | Q2 2020 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 7 |
Linscomb & Williams, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Brevan Howard Capital Management LP | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 6 | 6 | 0.11% | 0.13% | 0.16% | Q1 2021 | Q2 2022 | 6 |
ROPES WEALTH ADVISORS LLC | 6 | 6 | 0.73% | 1.18% | 1.78% | Q1 2022 | Q2 2023 | 6 |
Aquatic Capital Management LLC | 4 | 2 | 0.01% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.01% | 0.09% | 0.12% | Q4 2019 | Q1 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
Pineno Levin & Ford Asset Management, Inc. | 6 | 6 | 1.00% | 1.34% | 1.50% | Q4 2016 | Q1 2018 | 6 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 1 | 0.26% | 0.74% | 1.07% | Q2 2015 | Q4 2018 | 6 |
Stokes Capital Advisors, LLC | 6 | 6 | 0.22% | 0.36% | 0.47% | Q2 2021 | Q3 2022 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.04% | 0.07% | 0.09% | Q1 2018 | Q2 2019 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
FWL INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.30% | 1.25% | 2.37% | Q2 2022 | Q3 2023 | 6 |
Ninepoint Partners LP | 6 | 6 | 0.17% | 0.19% | 0.22% | Q3 2020 | Q4 2021 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q1 2020 | 6 |
Robeco Schweiz AG | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2019 | 6 |
KEYBANK NATIONAL ASSOCIATION/OH | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Plancorp, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Capital World Investors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2015 | 6 |
QUEST CAPITAL MANAGEMENT INC /ADV | 6 | 6 | 0.06% | 0.07% | 0.07% | Q3 2020 | Q4 2021 | 6 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.04% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Tidal Investments LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
PICTET ASSET MANAGEMENT LTD | 4 | 2 | 0.06% | 0.08% | 0.11% | Q3 2014 | Q2 2021 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.06% | 0.36% | 0.62% | Q2 2018 | Q3 2019 | 6 |
Wellington Shields Capital Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Moors & Cabot, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.04% | 0.41% | 1.79% | Q1 2015 | Q3 2023 | 6 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
ELEMENT POINTE ADVISORS, LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Venturi Wealth Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Buttonwood Financial Advisors Inc. | 6 | 6 | 0.17% | 0.25% | 0.33% | Q1 2022 | Q2 2023 | 6 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 6 | 0.05% | 0.19% | 0.29% | Q4 2016 | Q1 2018 | 6 |
abrdn plc | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Horan Securities, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2022 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.19% | 0.24% | 0.28% | Q1 2022 | Q2 2023 | 6 |
Winfield Associates, Inc. | 6 | 6 | 0.10% | 0.22% | 0.27% | Q4 2020 | Q1 2022 | 6 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Ellevest, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q1 2023 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 5 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.06% | 0.26% | Q3 2020 | Q3 2023 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
JANUS HENDERSON GROUP PLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Portman Square Capital LLP | 4 | 4 | 0.04% | 0.31% | 1.12% | Q4 2022 | Q3 2023 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.21% | 0.29% | 0.40% | Q2 2016 | Q2 2017 | 5 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 5 |
Malaga Cove Capital, LLC | 5 | 5 | 0.33% | 0.44% | 0.57% | Q3 2021 | Q3 2022 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 5 |
Graham Capital Management, L.P. | 3 | 2 | 0.04% | 0.13% | 0.25% | Q4 2021 | Q1 2023 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Fort Point Capital Partners LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2022 | 5 |
Arden Trust Co | 4 | 1 | 0.00% | 0.07% | 0.11% | Q1 2020 | Q1 2023 | 5 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.09% | 1.18% | 2.77% | Q3 2014 | Q3 2016 | 5 |
Csenge Advisory Group | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Fulcrum Asset Management LLP | 3 | 1 | 0.18% | 0.34% | 0.85% | Q3 2020 | Q1 2022 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Blackstart Capital LP | 4 | 1 | 1.65% | 2.50% | 3.36% | Q1 2018 | Q3 2019 | 5 |
FSM Wealth Advisors, LLC | 5 | 5 | 0.14% | 0.26% | 0.43% | Q2 2022 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 2 | 0.04% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 5 |
Canal Capital Management, LLC | 5 | 5 | 0.47% | 0.78% | 1.02% | Q1 2021 | Q1 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
III Capital Management | 4 | 1 | 0.00% | 0.05% | 0.24% | Q2 2019 | Q4 2020 | 5 |
CLINTON GROUP INC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 5 |
Empowered Funds, LLC | 5 | 5 | 0.02% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Fiduciary Group LLC | 3 | 2 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
FRONTIER INVESTMENT MGMT CO | 4 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2020 | 5 |
Sentry Investments Corp. | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q4 2015 | 5 |
Summit Trail Advisors, LLC | 4 | 1 | 0.05% | 0.20% | 0.36% | Q4 2017 | Q4 2020 | 5 |
MSI Financial Services Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Inspire Investing, LLC | 2 | 1 | 0.05% | 0.06% | 0.09% | Q4 2017 | Q2 2021 | 5 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 5 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 2 | 0.05% | 0.22% | 0.50% | Q1 2015 | Q4 2017 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.05% | 0.12% | 0.24% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Alphinity Investment Management Pty Ltd | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
Redhawk Wealth Advisors, Inc. | 4 | 4 | 0.06% | 0.14% | 0.23% | Q3 2018 | Q2 2019 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q4 2022 | 4 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Sculptor Capital LP | 3 | 1 | 0.02% | 0.06% | 0.10% | Q3 2014 | Q3 2015 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
True North Advisors, LLC | 3 | 1 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2021 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.54% | 1.05% | 1.30% | Q3 2022 | Q2 2023 | 4 |
Baystate Wealth Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Aperio Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
C WorldWide Group Holding A/S | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 4 |
Camarda Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Kohlberg Kravis Roberts & Co. L.P. | 4 | 4 | 0.16% | 0.43% | 0.94% | Q4 2019 | Q3 2020 | 4 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
MHI Funds, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Elequin Capital, LP | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Xcel Wealth Management, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q1 2022 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
BARDIN HILL MANAGEMENT PARTNERS LP | 3 | 1 | 0.09% | 0.32% | 0.88% | Q3 2014 | Q1 2020 | 4 |
NEXPOINT ASSET MANAGEMENT, L.P. | 4 | 4 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 4 | 4 | 0.04% | 0.17% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.01% | 0.08% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.01% | 0.06% | 0.17% | Q1 2021 | Q1 2022 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.06% | 0.22% | 0.60% | Q4 2019 | Q3 2023 | 4 |
Security National Bank | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
EQUITEC SPECIALISTS, LLC | 3 | 3 | 0.00% | 0.16% | 0.34% | Q1 2020 | Q3 2020 | 4 |
CROSSLINK CAPITAL INC | 4 | 4 | 0.96% | 1.31% | 1.55% | Q2 2014 | Q1 2015 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BBT Capital Management, LLC | 4 | 4 | 0.48% | 0.52% | 0.56% | Q4 2015 | Q3 2016 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.08% | 0.10% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Phoenix Holdings Ltd. | 4 | 4 | 0.11% | 0.23% | 0.32% | Q4 2019 | Q3 2020 | 4 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2023 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
EP Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.12% | 0.27% | Q2 2017 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blackstone Inc. | 4 | 4 | 0.01% | 0.16% | 0.28% | Q3 2020 | Q2 2021 | 4 |
Perkins Investment Management, LLC | 3 | 1 | 0.00% | 0.17% | 0.22% | Q2 2014 | Q1 2017 | 4 |
Quantamental Technologies LLC | 3 | 1 | 0.11% | 0.23% | 0.29% | Q4 2019 | Q1 2023 | 4 |
Allen Capital Group, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2019 | 4 |
Winthrop Partners - WNY, LLC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2018 | Q3 2019 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Centenus Global Management, LP | 4 | 4 | 0.03% | 0.15% | 0.28% | Q3 2018 | Q2 2019 | 4 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.10% | 0.38% | 0.57% | Q3 2014 | Q3 2015 | 4 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 4 | 4 | 0.07% | 0.10% | 0.12% | Q3 2014 | Q2 2015 | 4 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Qube Research & Technologies Ltd | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Longbow Capital Partners, L.P. | 3 | 1 | 2.66% | 5.34% | 9.36% | Q1 2015 | Q2 2016 | 4 |
XTX Topco Ltd | 3 | 1 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
PRECEPT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.38% | 0.75% | Q1 2020 | Q3 2020 | 4 |
GLG LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q3 2014 | Q3 2015 | 3 |
Asset Advisors Investment Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.08% | 0.12% | 0.16% | Q2 2018 | Q4 2018 | 3 |
FRANKLIN RESOURCES INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 3 |
BANK OF NOVA SCOTIA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Cipher Capital LP | 2 | 1 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q2 2022 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Soros Fund Management | 1 | 1 | 0.02% | 0.11% | 0.23% | Q2 2017 | Q2 2021 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q3 2020 | Q1 2021 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
GAM Holding AG | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 3 |
AVIVA PLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.11% | 0.14% | 0.17% | Q4 2016 | Q3 2017 | 3 |
MANAGED ACCOUNT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Prossimo Advisors, LLC | 3 | 3 | 0.22% | 0.50% | 0.65% | Q4 2022 | Q2 2023 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PrairieView Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
STRS OHIO | 3 | 3 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
NBW CAPITAL LLC | 3 | 3 | 0.06% | 1.61% | 3.18% | Q2 2014 | Q4 2014 | 3 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2020 | 3 |
ALYDAR PARTNERS LLC | 3 | 3 | 0.19% | 0.64% | 1.42% | Q3 2014 | Q1 2015 | 3 |
Advisors Capital Management, LLC | 3 | 3 | 0.17% | 0.23% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Friedberg Investment Management | 3 | 3 | 1.48% | 1.58% | 1.71% | Q1 2017 | Q3 2017 | 3 |
Americana Partners, LLC | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 0.17% | 0.18% | 0.20% | Q2 2019 | Q4 2019 | 3 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.02% | 0.11% | 0.21% | Q4 2014 | Q4 2016 | 3 |
Winslow, Evans & Crocker, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 3 |
Beacon Bridge Wealth Partners, LLC | 3 | 3 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
FOREFRONT WEALTH MANAGEMENT INC. | 3 | 3 | 0.71% | 1.64% | 3.05% | Q3 2022 | Q1 2023 | 3 |
Partners Group Holding AG | 3 | 3 | 0.05% | 0.09% | 0.14% | Q3 2016 | Q1 2017 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 3 |
SOUTHPORT MANAGEMENT, L.L.C. | 3 | 3 | 0.51% | 0.75% | 0.92% | Q2 2016 | Q4 2016 | 3 |
Passport Capital, LLC | 3 | 3 | 0.26% | 0.51% | 0.74% | Q1 2016 | Q3 2016 | 3 |
Wealthstreet Investment Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
LINDEN ADVISORS LP | 1 | 1 | 0.02% | 0.12% | 0.28% | Q3 2017 | Q4 2022 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
Hanson & Doremus Investment Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Redpoint Investment Management Pty Ltd | 3 | 3 | 0.23% | 0.24% | 0.25% | Q2 2021 | Q4 2021 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
TIEDEMANN TRUST CO | 3 | 3 | 1.09% | 1.33% | 1.59% | Q4 2015 | Q2 2016 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 2 | 2 | 1.97% | 2.21% | 2.45% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Hartree Partners, LP | 1 | 1 | 0.44% | 1.44% | 2.44% | Q1 2020 | Q1 2021 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
GoldenTree Asset Management | 2 | 2 | 0.30% | 0.37% | 0.45% | Q3 2015 | Q4 2015 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q4 2022 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Leap Investments LP | 1 | 1 | 0.12% | 0.23% | 0.35% | Q3 2019 | Q1 2020 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
QS Investors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
UBS AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 2 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2018 | Q1 2019 | 2 |
Seamans Capital Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2015 | Q3 2015 | 2 |
Covalis Capital LLP | 1 | 1 | 1.10% | 1.28% | 1.46% | Q2 2022 | Q4 2022 | 2 |
LEVEL FOUR ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q3 2023 | Q3 2023 | 2 |
Bridgefront Capital, LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q3 2022 | Q4 2022 | 2 |
ING GROEP NV | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q1 2017 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.07% | 0.34% | 0.62% | Q3 2014 | Q4 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.15% | 0.22% | Q3 2017 | Q4 2020 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.40% | 0.44% | 0.49% | Q2 2018 | Q3 2018 | 2 |
Redwood Grove Capital, LLC | 2 | 2 | 4.06% | 5.25% | 6.45% | Q2 2023 | Q3 2023 | 2 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 2 |
Kozak & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q2 2021 | Q4 2021 | 2 |
StoneX Group Inc. | 2 | 2 | 0.13% | 0.17% | 0.21% | Q2 2022 | Q3 2022 | 2 |
Ergoteles LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SCP Investment, LP | 2 | 2 | 0.10% | 0.14% | 0.19% | Q1 2022 | Q2 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 2 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 2.00% | 2.09% | 2.18% | Q1 2015 | Q2 2015 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q2 2022 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.30% | 0.80% | 1.30% | Q1 2023 | Q2 2023 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
First Command Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q1 2016 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Franklin Square Holdings, L.P. | 2 | 2 | 0.49% | 0.52% | 0.54% | Q1 2017 | Q2 2017 | 2 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.66% | 1.18% | 1.69% | Q1 2016 | Q3 2016 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q4 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.21% | 0.25% | 0.29% | Q1 2022 | Q2 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Encompass Capital Advisors LLC | 2 | 2 | 0.87% | 1.12% | 1.37% | Q3 2022 | Q4 2022 | 2 |
Advisor OS, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 1.47% | 1.58% | 1.68% | Q3 2020 | Q4 2020 | 2 |
Port Capital LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2018 | Q2 2018 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2017 | Q3 2017 | 1 |
Coann Capital LLC | 1 | 1 | 5.82% | 5.82% | 5.82% | Q2 2022 | Q2 2022 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Naya Management LLP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2014 | Q3 2014 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
Eagle Ridge Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Teilinger USA, Inc. | 1 | 1 | 59.73% | 59.73% | 59.73% | Q3 2017 | Q3 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TENOR CAPITAL MANAGEMENT Co., L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
HUNTINGTON NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Talkot Capital, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2015 | Q3 2015 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WFG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Quotient Investors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2016 | Q3 2016 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2023 | Q4 2023 | 1 |
Charter Oak Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2021 | Q3 2021 | 1 |
First Dallas Securities Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GOFEN & GLOSSBERG LLC /IL/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2016 | Q2 2016 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2016 | Q3 2016 | 1 |
EJF Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DEERE & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2020 | Q3 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
STEELHEAD PARTNERS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Invictus RG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Recurrent Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SIR Capital Management, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Knuff & Co LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DECADE RENEWABLE PARTNERS LP | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2023 | Q1 2023 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Shaolin Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
DLD Asset Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2023 | Q4 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
NORGES BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q3 2014 | Q3 2014 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own NEXTERA ENERGY PARTNERS LP or have owned NEXTERA ENERGY PARTNERS LP in the past.