Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 31 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 91 |
Citadel Advisors | 27 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 76 |
BARCLAYS PLC | 32 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 71 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 66 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 51 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 43 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.12% | 0.45% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Saturna Capital CORP | 42 | 42 | 0.05% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TimesSquare Capital Management, LLC | 42 | 42 | 0.10% | 0.47% | 1.16% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
EAGLE ASSET MANAGEMENT INC | 42 | 42 | 0.03% | 0.11% | 0.36% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 42 | 42 | 0.11% | 0.46% | 0.83% | Q2 2013 | Q3 2023 | 42 |
SIT INVESTMENT ASSOCIATES INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.01% | 0.41% | 1.35% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.05% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CAPITAL MANAGEMENT INC | 29 | 12 | 1.17% | 3.04% | 4.45% | Q2 2013 | Q3 2023 | 41 |
ZACKS INVESTMENT MANAGEMENT | 41 | 41 | 0.01% | 0.31% | 0.48% | Q3 2013 | Q3 2023 | 41 |
Smithfield Trust Co | 41 | 41 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
WOLVERINE TRADING, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 32 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 39 |
JPMORGAN CHASE & CO | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Creative Planning | 23 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 38 |
FMR LLC | 22 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 38 |
First Horizon Advisors, Inc. | 23 | 1 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 38 |
FCA CORP /TX | 19 | 2 | 0.17% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 37 |
COMERICA BANK | 33 | 4 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
OPPENHEIMER & CO INC | 24 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.05% | 0.18% | Q4 2014 | Q3 2023 | 36 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.23% | 0.75% | 2.21% | Q4 2014 | Q3 2023 | 36 |
FIRST TRUST ADVISORS LP | 19 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
TANAKA CAPITAL MANAGEMENT INC | 36 | 36 | 0.03% | 0.07% | 0.13% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 26 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Clal Insurance Enterprises Holdings Ltd | 36 | 36 | 0.06% | 0.46% | 1.25% | Q4 2014 | Q3 2023 | 36 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 35 |
NOMURA HOLDINGS INC | 27 | 3 | 0.00% | 0.02% | 0.06% | Q4 2012 | Q3 2023 | 35 |
Renaissance Technologies | 23 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 35 |
AXIOM INVESTORS LLC /DE | 34 | 34 | 0.05% | 0.46% | 1.21% | Q2 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q1 2022 | 34 |
Aureus Asset Management, LLC | 34 | 34 | 0.05% | 0.11% | 0.18% | Q2 2015 | Q3 2023 | 34 |
Fisher Asset Management, LLC | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 33 |
HighTower Advisors, LLC | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 32 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 32 | 32 | 0.06% | 0.23% | 0.77% | Q2 2013 | Q1 2021 | 32 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 2 | 0.00% | 0.21% | 0.73% | Q4 2013 | Q3 2023 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 2.53% | 3.79% | 6.09% | Q4 2015 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 27 | 4 | 0.00% | 0.74% | 1.78% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
RIVULET CAPITAL, LLC | 18 | 2 | 4.35% | 11.36% | 17.46% | Q2 2013 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q4 2020 | 31 |
NEW YORK STATE COMMON RETIREMENT FUND | 20 | 10 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 30 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 30 |
SPHERA FUNDS MANAGEMENT LTD. | 8 | 1 | 0.03% | 1.12% | 4.42% | Q3 2014 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 14 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 27 |
EATON VANCE MANAGEMENT | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
Invesco Ltd. | 18 | 9 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 27 |
Plante Moran Financial Advisors, LLC | 23 | 4 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q2 2023 | 27 |
EARNEST PARTNERS LLC | 27 | 27 | 0.06% | 0.14% | 0.20% | Q1 2017 | Q3 2023 | 27 |
GHP Investment Advisors, Inc. | 26 | 26 | 0.03% | 0.06% | 0.09% | Q2 2017 | Q3 2023 | 26 |
ALLIANCEBERNSTEIN L.P. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Laird Norton Wetherby Wealth Management, LLC | 26 | 26 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q3 2023 | 26 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2018 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.26% | 0.36% | 0.55% | Q2 2017 | Q3 2023 | 26 |
Moors & Cabot, Inc. | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
GLENMEDE TRUST CO NA | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 25 |
STIFEL FINANCIAL CORP | 24 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.15% | 0.41% | Q1 2013 | Q1 2019 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Sumitomo Mitsui Trust Holdings, Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
D.A. DAVIDSON & CO. | 15 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
Psagot Value Holdings Ltd. | 25 | 25 | 0.03% | 0.70% | 1.20% | Q2 2015 | Q2 2021 | 25 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 25 |
CREDIT AGRICOLE S A | 17 | 8 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q3 2019 | 25 |
AMERICAN CENTURY COMPANIES INC | 13 | 5 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 24 |
SHELTON CAPITAL MANAGEMENT | 19 | 1 | 0.01% | 0.04% | 0.23% | Q3 2016 | Q3 2023 | 24 |
SG Americas Securities, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 23 | 1 | 0.02% | 0.10% | 0.19% | Q1 2017 | Q3 2023 | 24 |
TLWM | 24 | 24 | 0.16% | 0.33% | 0.49% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Analyst IMS Investment Management Services Ltd. | 24 | 24 | 0.07% | 0.12% | 0.17% | Q1 2015 | Q4 2020 | 24 |
ARK Investment Management | 24 | 24 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MITCHELL CAPITAL MANAGEMENT CO | 24 | 24 | 0.07% | 0.34% | 0.49% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.14% | 0.35% | 0.64% | Q4 2017 | Q3 2023 | 24 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.29% | 0.77% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Tygh Capital Management, Inc. | 19 | 4 | 0.40% | 1.40% | 2.40% | Q2 2013 | Q4 2020 | 23 |
SYNOVUS FINANCIAL CORP | 23 | 23 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
HMI Capital Management, L.P. | 23 | 23 | 3.88% | 11.45% | 18.12% | Q2 2013 | Q4 2018 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
OXFORD ASSET MANAGEMENT LLP | 9 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q4 2019 | 23 |
CIBC WORLD MARKET INC. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
MENORA MIVTACHIM HOLDINGS LTD. | 15 | 3 | 0.01% | 1.24% | 2.28% | Q2 2013 | Q4 2022 | 23 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Cable Hill Partners, LLC | 18 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q4 2021 | 22 |
HBK INVESTMENTS L P | 16 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 22 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 22 |
Hood River Capital Management LLC | 22 | 22 | 0.00% | 0.70% | 1.30% | Q2 2018 | Q3 2023 | 22 |
Daiwa Securities Group Inc. | 22 | 22 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 22 |
MARIETTA INVESTMENT PARTNERS LLC | 22 | 22 | 0.08% | 0.40% | 1.30% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 21 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CASTLEARK MANAGEMENT LLC | 21 | 21 | 0.00% | 0.10% | 0.32% | Q1 2015 | Q1 2020 | 21 |
Quantbot Technologies LP | 7 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 21 |
Dorsey Wright & Associates | 13 | 8 | 0.11% | 1.13% | 2.41% | Q2 2015 | Q1 2021 | 21 |
Penn Capital Management Company, LLC | 21 | 21 | 0.16% | 0.77% | 1.29% | Q1 2016 | Q1 2021 | 21 |
PRINCIPAL FINANCIAL GROUP INC | 21 | 21 | 0.00% | 0.07% | 0.12% | Q2 2018 | Q2 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 21 |
MENTA CAPITAL LLC | 14 | 2 | 0.05% | 0.69% | 1.54% | Q2 2013 | Q2 2019 | 21 |
Carmichael Hill & Associates, Inc. | 19 | 1 | 0.16% | 0.23% | 0.31% | Q3 2018 | Q3 2023 | 20 |
Artisan Partners Limited Partnership | 20 | 20 | 0.03% | 0.67% | 1.47% | Q4 2018 | Q3 2023 | 20 |
Ninety One UK Ltd | 20 | 20 | 0.13% | 0.27% | 0.45% | Q1 2016 | Q4 2020 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 6 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2021 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.02% | 0.56% | 1.28% | Q2 2013 | Q1 2018 | 20 |
FIRST MANHATTAN CO. LLC. | 18 | 2 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 20 |
RGM Capital, LLC | 20 | 20 | 4.19% | 7.74% | 10.00% | Q4 2018 | Q3 2023 | 20 |
DSM CAPITAL PARTNERS LLC | 15 | 5 | 0.04% | 0.25% | 0.64% | Q3 2018 | Q3 2023 | 20 |
Ameritas Investment Partners, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 20 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 19 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 19 | 19 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Summit Creek Advisors LLC | 19 | 19 | 0.04% | 0.10% | 0.20% | Q1 2019 | Q3 2023 | 19 |
BLAIR WILLIAM & CO/IL | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 19 |
INVERNESS COUNSEL LLC /NY/ | 19 | 19 | 0.01% | 0.26% | 0.46% | Q1 2018 | Q3 2022 | 19 |
Advisors Asset Management, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
SEGALL BRYANT & HAMILL, LLC | 14 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 19 |
American Portfolios Advisors | 15 | 4 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q3 2022 | 19 |
abrdn plc | 19 | 19 | 0.06% | 0.44% | 0.63% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2018 | 19 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q1 2021 | 19 |
Employees Retirement System of Texas | 19 | 19 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Summit Global Investments | 19 | 19 | 0.08% | 0.17% | 0.35% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VICTORY CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.07% | 0.17% | Q1 2015 | Q2 2019 | 18 |
BAILARD, INC. | 10 | 4 | 0.10% | 0.28% | 0.63% | Q2 2014 | Q1 2021 | 18 |
WCM INVESTMENT MANAGEMENT, LLC | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Financial Architects, Inc | 11 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2018 | 18 |
Provident Investment Management, Inc. | 18 | 18 | 3.08% | 4.01% | 5.32% | Q2 2019 | Q3 2023 | 18 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Freedom Investment Management, Inc. | 15 | 1 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q2 2023 | 18 |
TD ASSET MANAGEMENT INC | 18 | 18 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 18 | 18 | 0.13% | 0.31% | 0.79% | Q2 2019 | Q3 2023 | 18 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.35% | 0.48% | 0.64% | Q2 2013 | Q3 2017 | 18 |
Boston Trust Walden Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
AMP Capital Investors Ltd | 15 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 18 |
Onex Canada Asset Management Inc. | 17 | 17 | 0.14% | 0.39% | 1.09% | Q4 2018 | Q4 2022 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.02% | 0.06% | 0.12% | Q1 2019 | Q2 2023 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.29% | 0.83% | 3.94% | Q3 2019 | Q3 2023 | 17 |
Capital Research Global Investors | 17 | 17 | 0.06% | 0.32% | 0.48% | Q3 2019 | Q3 2023 | 17 |
FIRST FINANCIAL CORP /IN/ | 17 | 17 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
STRS OHIO | 17 | 17 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
SCOTIA CAPITAL INC. | 11 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 17 |
BOSTON ADVISORS LLC | 13 | 4 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q1 2019 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 1 | 0.00% | 0.06% | 0.16% | Q3 2017 | Q3 2023 | 16 |
Calamos Advisors LLC | 7 | 3 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q4 2020 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.10% | 0.19% | 0.34% | Q2 2013 | Q1 2017 | 16 |
Valmark Advisers, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
Seascape Capital Management | 16 | 16 | 0.86% | 1.22% | 1.49% | Q4 2019 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q1 2017 | 16 |
Snowden Capital Advisors LLC | 8 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Diversified Trust Co | 9 | 3 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q4 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 16 |
MML INVESTORS SERVICES, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Raymond James Financial Services Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
OPTIMUM INVESTMENT ADVISORS | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 16 |
ADIRONDACK TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BNP PARIBAS FINANCIAL MARKETS | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 16 |
JACKSON SQUARE CAPITAL, LLC | 14 | 14 | 0.00% | 0.96% | 1.98% | Q4 2019 | Q1 2023 | 16 |
Cornerstone Advisors, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 16 |
Geneos Wealth Management Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Global Retirement Partners, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Ninety One North America, Inc. | 15 | 15 | 0.13% | 0.68% | 0.97% | Q1 2016 | Q3 2019 | 15 |
GAM Holding AG | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MOODY NATIONAL BANK TRUST DIVISION | 15 | 15 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q1 2022 | 15 |
SIMPLEX TRADING, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.01% | 0.08% | 0.27% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 10 | 5 | 0.01% | 0.31% | 1.33% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BTC Capital Management, Inc. | 14 | 1 | 0.03% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Taylor Frigon Capital Management LLC | 15 | 15 | 1.08% | 1.78% | 2.21% | Q1 2020 | Q3 2023 | 15 |
SOLARIS ASSET MANAGEMENT LLC | 15 | 15 | 1.28% | 2.46% | 2.84% | Q1 2015 | Q3 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 14 |
Lester Murray Antman dba SimplyRich | 14 | 14 | 0.11% | 0.44% | 0.88% | Q2 2020 | Q3 2023 | 14 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 14 |
Nationwide Fund Advisors | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Front Row Advisors LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
Private Advisor Group, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 14 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 14 |
FOURPOINTS Investment Managers, S.A.S. | 14 | 14 | 0.17% | 0.35% | 0.68% | Q2 2013 | Q3 2016 | 14 |
MACKAY SHIELDS LLC | 14 | 14 | 0.10% | 0.55% | 1.65% | Q1 2020 | Q2 2023 | 14 |
Private Capital Group, LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Legato Capital Management LLC | 14 | 14 | 0.85% | 1.24% | 1.76% | Q2 2019 | Q3 2022 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
GOLDEN GATE PRIVATE EQUITY, INC. | 14 | 14 | 0.73% | 2.65% | 3.83% | Q1 2017 | Q2 2020 | 14 |
Black Creek Investment Management Inc. | 14 | 14 | 0.05% | 2.49% | 7.08% | Q2 2020 | Q3 2023 | 14 |
Global Alpha Capital Management Ltd. | 13 | 1 | 3.48% | 4.53% | 5.78% | Q4 2013 | Q2 2018 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 8 | 5 | 0.01% | 0.11% | 0.22% | Q1 2018 | Q2 2021 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
NAVELLIER & ASSOCIATES INC | 9 | 4 | 0.03% | 0.22% | 0.50% | Q2 2015 | Q1 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
PRAGMA GESTAO DE PATRIMONIO LTD | 11 | 2 | 0.24% | 5.01% | 7.40% | Q1 2020 | Q3 2023 | 13 |
Origin Asset Management LLP | 13 | 13 | 0.21% | 0.37% | 0.67% | Q3 2016 | Q3 2019 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 13 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q4 2020 | 13 |
Sturgeon Ventures LLP | 10 | 3 | 1.23% | 4.28% | 13.97% | Q3 2018 | Q4 2022 | 13 |
BANK OF NOVA SCOTIA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Pacer Advisors, Inc. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
MACQUARIE GROUP LTD | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 13 |
Altshuler Shaham Ltd | 6 | 1 | 0.00% | 0.67% | 2.82% | Q4 2017 | Q3 2023 | 13 |
Blackcrane Capital, LLC | 13 | 13 | 8.77% | 12.97% | 18.12% | Q1 2019 | Q1 2022 | 13 |
Shannon River Fund Management LLC | 6 | 1 | 1.14% | 6.04% | 12.85% | Q2 2019 | Q2 2023 | 13 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 13 |
GUARDIAN CAPITAL LP | 13 | 13 | 0.01% | 0.05% | 0.08% | Q3 2019 | Q3 2022 | 13 |
DELTA LLOYD NV | 13 | 13 | 0.00% | 0.02% | 0.02% | Q3 2013 | Q3 2016 | 13 |
COLONY GROUP LLC | 13 | 13 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 13 |
Rheos Capital Works Inc. | 13 | 13 | 0.20% | 0.43% | 0.78% | Q4 2019 | Q4 2022 | 13 |
Avior Wealth Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2021 | 13 |
Cambridge Investment Research Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 13 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.10% | 0.32% | Q3 2016 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q1 2021 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.02% | 0.03% | 0.06% | Q1 2017 | Q2 2021 | 12 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.10% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2018 | 12 |
Overbrook Management Corp | 12 | 12 | 0.45% | 0.83% | 2.13% | Q2 2013 | Q1 2016 | 12 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Lenox Wealth Advisors, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 12 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 12 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q4 2023 | 12 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q1 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.06% | 0.12% | 0.23% | Q2 2015 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
KABOUTER MANAGEMENT, LLC | 12 | 12 | 6.88% | 16.32% | 38.99% | Q4 2020 | Q3 2023 | 12 |
J. W. Coons Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q2 2023 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 12 |
WASHINGTON CAPITAL MANAGEMENT, INC | 12 | 12 | 0.70% | 0.79% | 1.03% | Q2 2013 | Q1 2016 | 12 |
Proficio Capital Partners LLC | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 12 |
Legal & General Group Plc | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 12 |
First National Bank of Hutchinson | 11 | 11 | 0.13% | 0.19% | 0.24% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
World Asset Management Inc | 9 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 11 |
Nuveen Asset Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 11 |
West Coast Financial LLC | 5 | 1 | 0.03% | 0.25% | 0.69% | Q2 2013 | Q4 2021 | 11 |
Paradiem, LLC | 11 | 11 | 0.10% | 0.17% | 0.24% | Q1 2021 | Q3 2023 | 11 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 11 |
Ninety One SA (PTY) Ltd | 11 | 11 | 0.38% | 0.73% | 1.19% | Q2 2018 | Q4 2020 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2021 | 11 |
Annapolis Financial Services, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Bedell Frazier Investment Counselling, LLC | 11 | 11 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q4 2022 | 11 |
IBERIABANK CORP | 10 | 1 | 0.04% | 0.07% | 0.11% | Q3 2017 | Q2 2020 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.02% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Independent Advisor Alliance | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 11 |
Sigma Planning Corp | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 11 |
Winslow, Evans & Crocker, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2020 | 11 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.44% | 0.59% | 0.91% | Q1 2021 | Q3 2023 | 11 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.04% | 0.10% | Q2 2015 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
Penserra Capital Management LLC | 7 | 4 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q2 2023 | 11 |
GROUP ONE TRADING, L.P. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 11 |
Capital International Investors | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 10 |
Point72 Asset Management, L.P. | 9 | 1 | 0.02% | 0.34% | 0.54% | Q3 2020 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
APG Asset Management N.V. | 8 | 2 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q4 2020 | 10 |
FDx Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 10 |
Capital International, Inc./CA/ | 10 | 10 | 0.44% | 0.93% | 1.40% | Q2 2021 | Q3 2023 | 10 |
Melqart Asset Management (UK) Ltd | 9 | 1 | 0.50% | 1.19% | 1.73% | Q2 2020 | Q2 2023 | 10 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 10 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.26% | 0.42% | 0.52% | Q2 2021 | Q3 2023 | 10 |
CCLA Investment Management | 5 | 5 | 1.46% | 1.91% | 2.32% | Q1 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2022 | 10 |
State of Wyoming | 10 | 10 | 0.01% | 0.07% | 0.15% | Q2 2021 | Q3 2023 | 10 |
Voya Financial Advisors, Inc. | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 8 | 2 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q2 2018 | 10 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.09% | 0.57% | Q3 2018 | Q3 2023 | 10 |
Capital International Sarl | 10 | 10 | 0.16% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Ranger Investment Management | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2018 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 10 |
Mount Yale Investment Advisors, LLC | 10 | 10 | 0.10% | 0.12% | 0.16% | Q1 2018 | Q2 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 10 | 0.03% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Altium Wealth Management LLC | 10 | 10 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q2 2022 | 10 |
ClearBridge Investments | 9 | 9 | 0.03% | 0.09% | 0.11% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Noked Israel Ltd | 6 | 3 | 1.72% | 3.80% | 7.80% | Q3 2020 | Q4 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.04% | 0.12% | 0.18% | Q3 2021 | Q3 2023 | 9 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 9 | 9 | 0.11% | 0.56% | 0.84% | Q2 2017 | Q2 2019 | 9 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 8 | 1 | 0.10% | 0.13% | 0.18% | Q2 2020 | Q1 2023 | 9 |
SVB WEALTH LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2018 | 9 |
Stephens Investment Management Group LLC | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Redwood Investments, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.06% | 0.08% | Q1 2019 | Q1 2023 | 9 |
Stonehage Fleming (UK) Ltd | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 9 |
TDAM USA INC. | 9 | 9 | 2.10% | 2.78% | 3.40% | Q4 2019 | Q4 2021 | 9 |
Intrinsic Edge Capital Management LLC | 6 | 1 | 0.31% | 0.64% | 1.28% | Q4 2019 | Q2 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 9 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Cetera Investment Advisers | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Armbruster Capital Management, Inc. | 9 | 9 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2018 | 9 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.06% | 0.08% | 0.12% | Q1 2015 | Q4 2020 | 9 |
STEPHENS INC /AR/ | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Clarius Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.06% | 0.24% | Q1 2020 | Q3 2023 | 9 |
Soros Fund Management | 9 | 9 | 0.11% | 0.51% | 0.88% | Q2 2013 | Q2 2015 | 9 |
ING GROEP NV | 9 | 9 | 0.02% | 0.19% | 0.23% | Q1 2013 | Q1 2015 | 9 |
Vident Investment Advisory, LLC | 9 | 9 | 0.01% | 0.01% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Cavalier Investments, LLC | 9 | 9 | 0.13% | 0.42% | 0.80% | Q1 2018 | Q1 2020 | 9 |
RUSSELL FRANK CO/ | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 9 |
McIlrath & Eck, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Praesidium Investment Management Company, LLC | 8 | 8 | 2.87% | 5.49% | 6.37% | Q3 2021 | Q2 2023 | 8 |
AE Wealth Management LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
RAYMOND JAMES TRUST N.A. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q2 2015 | Q2 2019 | 8 |
NKCFO LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Norway Savings Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 8 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 8 |
Westside Investment Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.13% | 0.24% | Q2 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.30% | 0.42% | 0.59% | Q4 2021 | Q3 2023 | 8 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2014 | Q4 2021 | 8 |
NATIXIS ADVISORS, L.P. | 8 | 8 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
FRANKLIN RESOURCES INC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Elkfork Partners LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ETRADE Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 8 |
Noked Capital LTD | 5 | 3 | 1.72% | 3.54% | 7.80% | Q3 2020 | Q3 2022 | 8 |
Meadow Creek Investment Management LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Glen Harbor Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 8 |
DEERE & CO | 4 | 1 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q4 2015 | 8 |
Shilanski & Associates, Inc. | 8 | 8 | 0.20% | 0.24% | 0.31% | Q2 2019 | Q1 2021 | 8 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BAMCO INC /NY/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 8 |
Tyers Asset Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2018 | 8 |
EMINENCE CAPITAL, LP | 8 | 8 | 1.21% | 1.69% | 2.04% | Q1 2021 | Q4 2022 | 8 |
Marks Group Wealth Management, Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
NATIXIS | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 8 |
Washington Harbour Partners LP | 6 | 2 | 1.98% | 3.38% | 5.30% | Q3 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 7 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q4 2015 | 8 |
LOOMIS SAYLES & CO L P | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Stony Point Capital LLC | 8 | 8 | 2.13% | 2.99% | 4.34% | Q2 2021 | Q1 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Csenge Advisory Group | 7 | 1 | 0.02% | 0.23% | 0.42% | Q3 2018 | Q4 2020 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q3 2019 | Q1 2021 | 7 |
ETF MANAGERS GROUP, LLC | 4 | 1 | 0.01% | 0.19% | 0.29% | Q1 2016 | Q1 2023 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.07% | 0.15% | 0.23% | Q1 2022 | Q3 2023 | 7 |
CAPITAL INSIGHT PARTNERS, LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 1 | 0.03% | 0.47% | 1.03% | Q2 2013 | Q1 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
CenterBook Partners LP | 7 | 7 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.92% | 1.54% | 2.07% | Q2 2019 | Q4 2020 | 7 |
Harbour Capital Advisors, LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2022 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q4 2019 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
AMERICAN INTERNATIONAL GROUP, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 7 |
Edgestream Partners, L.P. | 7 | 7 | 0.01% | 0.34% | 0.78% | Q3 2021 | Q1 2023 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Manchester Capital Management LLC | 7 | 7 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2014 | 7 |
SQN Investors LP | 6 | 1 | 4.86% | 6.46% | 8.66% | Q3 2019 | Q1 2023 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.08% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
MEEDER ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2022 | 7 |
NN Investment Partners Holdings N.V. | 7 | 7 | 0.01% | 0.03% | 0.03% | Q3 2017 | Q1 2019 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Crewe Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 6 | 1 | 0.03% | 0.07% | 0.13% | Q3 2019 | Q2 2021 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 7 |
Junto Capital Management LP | 4 | 3 | 1.07% | 4.23% | 6.53% | Q4 2014 | Q4 2020 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.32% | 0.45% | 0.61% | Q4 2017 | Q2 2019 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Tikvah Management LLC | 7 | 7 | 6.19% | 7.14% | 7.80% | Q1 2014 | Q3 2015 | 7 |
State of Tennessee, Treasury Department | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.00% | 0.10% | 0.15% | Q3 2019 | Q1 2021 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 7 | 0.42% | 0.74% | 0.85% | Q4 2015 | Q2 2017 | 7 |
1st Global Advisors, Inc. | 6 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q2 2017 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
AMERICAN FINANCIAL GROUP INC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.09% | 0.19% | Q3 2017 | Q2 2023 | 7 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
NewEdge Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 6 |
CLOVIS CAPITAL MANAGEMENT LP | 6 | 6 | 3.46% | 4.27% | 4.89% | Q3 2012 | Q4 2013 | 6 |
FCF Advisors LLC | 6 | 6 | 0.97% | 1.26% | 1.56% | Q3 2019 | Q4 2020 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
TFC Financial Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Inspire Investing, LLC | 3 | 1 | 0.05% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 5 | 1 | 0.01% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q2 2019 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.12% | 0.32% | Q1 2021 | Q3 2023 | 6 |
Invictus RG | 2 | 1 | 0.02% | 0.22% | 0.54% | Q4 2015 | Q4 2017 | 6 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 6 | 6 | 0.16% | 0.22% | 0.30% | Q3 2019 | Q4 2020 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.03% | 0.18% | 0.35% | Q4 2018 | Q1 2023 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Russell Clark Investment Management Ltd | 6 | 6 | 0.05% | 0.10% | 0.18% | Q2 2015 | Q3 2016 | 6 |
THOMPSON DAVIS & CO., INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.18% | 0.30% | 0.40% | Q2 2022 | Q3 2023 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 6 |
MIROVA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 6 |
Lombard Odier Asset Management (Europe) Ltd | 6 | 6 | 0.13% | 0.20% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.09% | 0.22% | 0.54% | Q4 2013 | Q3 2023 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Baron Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 6 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 6 | 0.56% | 0.62% | 0.69% | Q1 2013 | Q2 2014 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.00% | 0.02% | 0.11% | Q2 2022 | Q3 2023 | 6 |
AIA Group Ltd | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Arden Trust Co | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q1 2023 | 6 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q2 2015 | 6 |
Synergy Financial Group, LTD | 4 | 2 | 0.25% | 0.31% | 0.37% | Q4 2021 | Q2 2023 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Champlain Investment Partners, LLC | 6 | 6 | 0.32% | 0.62% | 0.71% | Q1 2013 | Q2 2014 | 6 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.45% | 0.56% | 0.64% | Q3 2017 | Q4 2018 | 6 |
Kestra Advisory Services, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Asset Management, LLC | 5 | 5 | 0.15% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
DeepCurrents Investment Group LLC | 5 | 5 | 0.08% | 0.11% | 0.18% | Q3 2021 | Q3 2022 | 5 |
PRUDENTIAL FINANCIAL INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 5 |
Virtu KCG Holdings LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 5 |
LORD, ABBETT & CO. LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 5 | 5 | 0.24% | 0.45% | 0.67% | Q4 2014 | Q4 2015 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
Squar Milner Financial Services LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 5 |
Concorde Asset Management, LLC | 3 | 1 | 0.15% | 0.16% | 0.18% | Q4 2019 | Q3 2021 | 5 |
Chiron Investment Management, LLC | 3 | 2 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q1 2023 | 5 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2015 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
DC Investments Management, LLC | 5 | 5 | 0.14% | 0.27% | 0.34% | Q2 2018 | Q2 2019 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
AMUNDI ASSET MANAGEMENT US, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
ALPS ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
ADVISOR PARTNERS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Sentry Investments Corp. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
PANAGORA ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
DGS Capital Management, LLC | 4 | 1 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q1 2023 | 5 |
Brinker Capital Investments, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Provenire Capital, LLC | 5 | 5 | 3.12% | 3.72% | 4.18% | Q2 2020 | Q2 2021 | 5 |
IEQ CAPITAL, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q2 2020 | 5 |
Azimuth Capital Management LLC | 5 | 5 | 0.12% | 0.23% | 0.28% | Q2 2013 | Q2 2014 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 5 |
Timpani Capital Management LLC | 5 | 5 | 0.84% | 0.98% | 1.20% | Q1 2018 | Q1 2019 | 5 |
Greystone Managed Investments Inc. | 5 | 5 | 1.44% | 2.17% | 2.53% | Q3 2018 | Q3 2019 | 5 |
Accel Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 5 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2018 | 5 |
HANSBERGER GLOBAL INVESTORS INC/FL | 5 | 5 | 10.58% | 11.04% | 11.81% | Q2 2013 | Q2 2014 | 5 |
LA FINANCIERE DE L'ECHIQUIER | 4 | 1 | 0.02% | 0.23% | 0.46% | Q2 2018 | Q3 2023 | 5 |
Engle Capital Management, L.P. | 5 | 5 | 1.69% | 6.07% | 12.14% | Q1 2021 | Q1 2022 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Weiss Multi-Strategy Advisers LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2022 | 5 |
TRILOGY GLOBAL ADVISORS LP | 5 | 5 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q1 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2019 | Q3 2020 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q4 2022 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 4 |
Ledyard National Bank | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2021 | 4 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q2 2017 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.04% | 0.12% | 0.19% | Q2 2020 | Q3 2023 | 4 |
QP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.22% | 0.26% | 0.29% | Q4 2019 | Q1 2021 | 4 |
ATLAS CAPITAL ADVISORS LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 4 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.25% | 0.66% | Q2 2021 | Q3 2021 | 4 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Suncoast Equity Management | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Strategic Global Advisors, LLC | 3 | 1 | 0.04% | 0.07% | 0.15% | Q2 2015 | Q3 2023 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
DUNCKER STREETT & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Knowledge Leaders Capital, LLC | 4 | 4 | 0.38% | 0.51% | 0.71% | Q4 2020 | Q3 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2010 | Q3 2011 | 4 |
Veracity Capital LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q1 2021 | 4 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.07% | 0.30% | 0.38% | Q3 2017 | Q4 2020 | 4 |
Vulcan Value Partners, LLC | 4 | 4 | 2.20% | 2.43% | 2.70% | Q4 2022 | Q3 2023 | 4 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.10% | Q2 2023 | Q3 2023 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q1 2021 | 4 |
KALMAR INVESTMENTS INC /DE/ | 4 | 4 | 0.65% | 0.70% | 0.75% | Q2 2013 | Q1 2014 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.08% | 0.26% | Q4 2014 | Q1 2023 | 4 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2022 | 4 |
1832 Asset Management L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Blueshift Asset Management, LLC | 2 | 2 | 0.02% | 0.11% | 0.20% | Q1 2021 | Q3 2023 | 4 |
BlackRock Institutional Trust Company, N.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 4 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Platinum Management (NY) LLC | 3 | 1 | 0.72% | 1.75% | 3.61% | Q2 2013 | Q3 2014 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Anchor Investment Management, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 4 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
HAP Trading, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q4 2021 | Q1 2022 | 4 |
OMERS ADMINISTRATION Corp | 3 | 1 | 0.07% | 0.07% | 0.09% | Q3 2018 | Q4 2019 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.03% | 0.72% | 1.05% | Q4 2022 | Q3 2023 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 4 |
AQR Arbitrage LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q4 2017 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q2 2021 | 4 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 4 |
NATIONAL BANK OF CANADA /FI/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2018 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Orinda Asset Management LLC | 3 | 3 | 0.09% | 0.12% | 0.17% | Q1 2016 | Q3 2016 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 3 |
Mirae Asset Global Investments Co., Ltd. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Park Place Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TOBAM | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
River Road Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Prestige Wealth Management Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.00% | 0.05% | 0.08% | Q1 2014 | Q3 2014 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
GLENHILL ADVISORS LLC | 3 | 3 | 1.37% | 2.47% | 3.77% | Q2 2013 | Q4 2013 | 3 |
BOWEN HANES & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CNB Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
BerganKDV Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
STONNINGTON GROUP, LLC | 3 | 3 | 0.03% | 0.14% | 0.26% | Q2 2021 | Q4 2021 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
West Family Investments, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q1 2022 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 3 |
Polar Capital LLP | 3 | 3 | 0.11% | 0.22% | 0.28% | Q3 2013 | Q1 2014 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2015 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Woodline Partners LP | 3 | 3 | 0.15% | 0.20% | 0.22% | Q1 2022 | Q3 2022 | 3 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 2 | 1 | 0.41% | 0.55% | 0.78% | Q1 2017 | Q1 2021 | 3 |
WESTPAC BANKING CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
TODD ASSET MANAGEMENT LLC | 3 | 3 | 0.32% | 0.35% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Perpetual Investment Management Ltd | 3 | 3 | 0.46% | 0.61% | 0.73% | Q2 2022 | Q4 2022 | 3 |
FIRST INTERSTATE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Versant Capital Management, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
One Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.07% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Tredje AP-fonden | 3 | 3 | 0.04% | 0.07% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 3 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.08% | 0.82% | 1.42% | Q1 2023 | Q3 2023 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 3 | 3 | 0.16% | 0.22% | 0.25% | Q2 2013 | Q4 2013 | 3 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 3 | 3 | 0.09% | 0.11% | 0.15% | Q2 2013 | Q4 2013 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2021 | 3 |
Elequin Capital, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
Sound Income Strategies, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Whitnell & Co. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Perimeter Capital Partners, LLC | 3 | 3 | 0.36% | 0.52% | 0.80% | Q4 2013 | Q2 2014 | 3 |
Lee Capital Management LP | 3 | 3 | 0.78% | 1.26% | 1.61% | Q4 2016 | Q2 2017 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Findlay Park Partners LLP | 3 | 3 | 0.05% | 0.24% | 0.35% | Q2 2013 | Q4 2013 | 3 |
EMERALD ADVISERS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q4 2015 | 3 |
Ion Asset Management Ltd. | 3 | 3 | 0.35% | 1.16% | 2.76% | Q1 2015 | Q3 2015 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2020 | Q1 2021 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 3 |
IFC Holdings Incorporated/FL | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.06% | 0.18% | Q1 2016 | Q2 2021 | 3 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2020 | 3 |
LVW Advisors, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2023 | 3 |
Mizuho Asset Management Co.,Ltd. | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q3 2016 | 3 |
Natixis Investment Managers International | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2022 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.22% | 0.30% | 0.38% | Q1 2014 | Q3 2014 | 3 |
Standard Family Office LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2022 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Bain Capital Public Equity Management II, LLC | 3 | 3 | 2.28% | 3.33% | 4.56% | Q3 2020 | Q1 2021 | 3 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
L & S Advisors Inc | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Oribel Capital Management, LP | 1 | 1 | 0.29% | 0.44% | 0.60% | Q1 2023 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2016 | Q4 2016 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Bellwether Investment Group, LLC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q1 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BNP Paribas Asset Management Holding S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2019 | Q1 2020 | 2 |
Hillsdale Investment Management Inc. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q1 2015 | Q2 2015 | 2 |
Stevard, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2020 | Q3 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.10% | 0.16% | 0.21% | Q4 2016 | Q1 2017 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.36% | 0.43% | 0.49% | Q1 2015 | Q3 2015 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Airain ltd | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
G2 Investment Partners Management LLC | 2 | 2 | 0.12% | 0.24% | 0.36% | Q4 2015 | Q1 2016 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Coe Capital Management, LLC | 1 | 1 | 0.56% | 0.70% | 0.84% | Q1 2014 | Q3 2014 | 2 |
Bramshill Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Freemont Management S.A. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q4 2014 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Center for Financial Planning, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Paul John Balson | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.73% | 0.74% | 0.75% | Q1 2022 | Q2 2022 | 2 |
Lumature Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Jacobi Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.11% | 0.13% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 2 |
Clearline Capital LP | 2 | 2 | 0.24% | 0.26% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Hansberger Growth Investors, LP | 2 | 2 | 5.11% | 5.42% | 5.73% | Q4 2014 | Q1 2015 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 2 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q4 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q3 2023 | Q4 2023 | 2 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Centiva Capital, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2023 | Q3 2023 | 2 |
McGowan Group Asset Management, Inc. | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Leucadia National | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
PGGM Investments | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Douglas Lane & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.07% | 0.13% | 0.20% | Q2 2017 | Q1 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.09% | 0.18% | 0.26% | Q3 2018 | Q3 2019 | 2 |
Sky Investment Counsel Inc | 2 | 2 | 6.95% | 9.90% | 12.85% | Q1 2014 | Q2 2014 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.05% | 0.11% | Q1 2022 | Q2 2023 | 2 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q4 2020 | 2 |
SG Capital Management LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2014 | Q1 2014 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2013 | Q4 2013 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2013 | Q4 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CJM Wealth Advisers, Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Amundi | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CASTLEROCK ASSET MANAGEMENT INC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q1 2014 | Q1 2014 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
AT Bancorp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2023 | Q2 2023 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
FolioMetrix LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
180 WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Qtron Investments LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Wealth Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2017 | Q2 2017 | 1 |
Truadvice, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Caprock Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2015 | Q4 2015 | 1 |
Weaver Consulting Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coronation Fund Managers Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
WHV Investments, Inc. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2016 | Q1 2016 | 1 |
Emancipation Management LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2015 | Q2 2015 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
LGT Fund Management Co Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Aurora Investment Counsel | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2023 | Q3 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cognios Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2019 | Q3 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Consolidated Portfolio Review Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ethic Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
RMR Wealth Builders | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2016 | Q4 2016 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Van Leeuwen & Company, LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2020 | Q4 2020 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2019 | Q1 2019 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sloane Robinson LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2014 | Q1 2014 | 1 |
Kames Capital Management Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
NSB Advisors LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2015 | Q1 2015 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Homrich & Berg | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cavalry Management Group, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2021 | Q3 2021 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2020 | Q1 2020 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Contour Asset Management LLC | 1 | 1 | 3.33% | 3.33% | 3.33% | Q3 2022 | Q3 2022 | 1 |
RICE HALL JAMES & ASSOCIATES, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2016 | Q1 2016 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
OFI Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Ergoteles LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
M&T BANK CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q2 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2013 | Q2 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own NICE LTD or have owned NICE LTD in the past.