Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 106 |
Citadel Advisors | 30 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 94 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.02% | 0.11% | Q1 2009 | Q3 2023 | 56 |
Walleye Trading LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 52 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2023 | 49 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.01% | 0.07% | Q1 2012 | Q3 2023 | 47 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 46 |
HSBC HOLDINGS PLC | 45 | 45 | 0.00% | 0.01% | 0.03% | Q3 2012 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.30% | 0.88% | 4.14% | Q4 2012 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.06% | 0.14% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.30% | 0.46% | 0.64% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.06% | 0.11% | Q1 2013 | Q3 2023 | 43 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Boston Trust Walden Corp | 42 | 42 | 0.10% | 0.26% | 0.43% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MCDANIEL TERRY & CO | 42 | 42 | 4.59% | 5.69% | 6.86% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.14% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.08% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.07% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WINSLOW ASSET MANAGEMENT INC | 42 | 42 | 1.81% | 2.80% | 3.91% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 0.01% | 0.10% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.09% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 42 |
GW&K Investment Management, LLC | 42 | 42 | 0.12% | 0.46% | 1.07% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GAMCO INVESTORS, INC. ET AL | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Copeland Capital Management, LLC | 42 | 42 | 0.41% | 0.86% | 2.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.05% | 0.12% | 0.45% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.15% | 0.63% | 1.55% | Q2 2013 | Q3 2023 | 42 |
RMB Capital Management, LLC | 42 | 42 | 0.35% | 1.02% | 1.46% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.31% | 0.52% | 0.83% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 42 | 42 | 1.61% | 2.31% | 2.93% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 30 | 1 | 0.00% | 0.01% | 0.05% | Q4 2006 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
Advisors Asset Management, Inc. | 27 | 14 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.08% | 0.15% | Q3 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 34 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 15 | 2 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 28 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 24 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 15 | 5 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Evercore Wealth Management, LLC | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
ROYCE & ASSOCIATES LP | 38 | 38 | 0.02% | 0.16% | 0.31% | Q2 2013 | Q3 2022 | 38 |
AQR Capital Management | 28 | 1 | 0.00% | 0.02% | 0.13% | Q4 2012 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 32 | 6 | 0.00% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 38 |
NICHOLAS COMPANY, INC. | 37 | 37 | 0.12% | 0.27% | 0.40% | Q3 2014 | Q3 2023 | 37 |
FIRST TRUST ADVISORS LP | 16 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 37 |
EATON VANCE MANAGEMENT | 30 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 36 |
ALBERT D MASON INC | 36 | 36 | 0.20% | 0.71% | 1.20% | Q1 2015 | Q4 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 31 | 1 | 0.00% | 0.05% | 0.32% | Q3 2013 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 18 | 17 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 35 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
PROFUND ADVISORS LLC | 35 | 35 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2021 | 35 |
SHELTON CAPITAL MANAGEMENT | 35 | 35 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2021 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
SYNOVUS FINANCIAL CORP | 29 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 35 | 35 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 15 | 9 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 34 |
REGIONS FINANCIAL CORP | 29 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 34 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 34 |
FMR LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 33 |
Fiera Capital Corp | 33 | 33 | 0.01% | 0.16% | 0.29% | Q3 2015 | Q3 2023 | 33 |
D. E. Shaw & Co., Inc. | 20 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
COMMERCE BANK | 26 | 6 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 23 | 3 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.04% | 0.13% | Q4 2015 | Q3 2023 | 32 |
Twin Tree Management, LP | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q2 2022 | 32 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 32 |
BAMCO INC /NY/ | 26 | 6 | 0.01% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 32 |
Vident Investment Advisory, LLC | 30 | 2 | 0.04% | 0.57% | 1.10% | Q2 2015 | Q2 2023 | 32 |
MACQUARIE GROUP LTD | 17 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
TimesSquare Capital Management, LLC | 12 | 1 | 0.08% | 0.55% | 1.00% | Q2 2013 | Q3 2023 | 32 |
STRS OHIO | 26 | 5 | 0.03% | 0.08% | 0.28% | Q3 2014 | Q3 2023 | 31 |
World Asset Management Inc | 23 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 31 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 31 | 31 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Janney Montgomery Scott LLC | 30 | 1 | 0.01% | 0.04% | 0.09% | Q3 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
FULTON BANK, N.A. | 29 | 2 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.03% | 0.07% | 0.11% | Q2 2013 | Q4 2020 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 26 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 30 |
TRUST CO OF VERMONT | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 30 |
Paloma Partners Management Co | 9 | 1 | 0.00% | 0.02% | 0.09% | Q3 2013 | Q1 2022 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 29 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 29 | 29 | 0.00% | 0.02% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Advisory Services Network, LLC | 27 | 2 | 0.00% | 0.05% | 0.08% | Q2 2016 | Q3 2023 | 29 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 28 |
LOGAN CAPITAL MANAGEMENT INC | 28 | 28 | 0.48% | 0.63% | 0.78% | Q4 2016 | Q3 2023 | 28 |
PEAK6 Group LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
BURNS J W & CO INC/NY | 28 | 28 | 0.06% | 0.07% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.14% | 0.37% | 1.27% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2020 | 28 |
CIBC Asset Management Inc | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 27 |
TWO SIGMA ADVISERS, LP | 15 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 27 |
KENNEDY CAPITAL MANAGEMENT LLC | 18 | 9 | 0.10% | 0.16% | 0.30% | Q3 2015 | Q3 2023 | 27 |
FIFTH THIRD BANCORP | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 27 |
DUPONT CAPITAL MANAGEMENT CORP | 19 | 8 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q2 2023 | 27 |
Champlain Investment Partners, LLC | 26 | 26 | 0.25% | 1.26% | 1.81% | Q2 2017 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 26 | 26 | 0.05% | 0.08% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Diversified Trust Co | 26 | 26 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q4 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
ALPS ADVISORS INC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.10% | 0.14% | Q3 2013 | Q1 2020 | 26 |
Cutler Group LLC / CA | 9 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 26 |
RAYMOND JAMES TRUST N.A. | 24 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Creative Planning | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Employees Retirement System of Texas | 20 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2022 | 25 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 25 |
ASSETMARK, INC | 17 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
BAHL & GAYNOR INC | 25 | 25 | 0.01% | 0.02% | 0.07% | Q3 2017 | Q3 2023 | 25 |
DAVIS R M INC | 25 | 25 | 0.11% | 0.41% | 0.57% | Q3 2017 | Q3 2023 | 25 |
Zebra Capital Management LLC | 25 | 25 | 0.16% | 0.49% | 0.71% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Cubist Systematic Strategies, LLC | 18 | 1 | 0.00% | 0.04% | 0.10% | Q3 2014 | Q3 2023 | 24 |
Northwest Bancshares, Inc. | 24 | 24 | 0.15% | 0.28% | 0.38% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Johanson Financial Advisors, Inc. | 20 | 4 | 0.62% | 1.18% | 1.65% | Q4 2015 | Q4 2021 | 24 |
Uncommon Cents Investing LLC | 24 | 24 | 0.89% | 1.23% | 1.83% | Q4 2017 | Q3 2023 | 24 |
TD ASSET MANAGEMENT INC | 14 | 10 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
EAGLE ASSET MANAGEMENT INC | 22 | 2 | 0.01% | 0.02% | 0.07% | Q3 2014 | Q3 2023 | 24 |
Asset Management One Co., Ltd. | 15 | 9 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Independent Advisor Alliance | 22 | 2 | 0.02% | 0.12% | 0.24% | Q2 2017 | Q3 2023 | 24 |
JENNISON ASSOCIATES LLC | 14 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 24 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2021 | 24 |
BOSTON FINANCIAL MANGEMENT LLC | 24 | 24 | 0.44% | 0.52% | 0.63% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
JFS WEALTH ADVISORS, LLC | 16 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 24 |
FDx Advisors, Inc. | 16 | 1 | 0.01% | 0.04% | 0.09% | Q2 2014 | Q2 2023 | 23 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 23 | 23 | 0.70% | 1.04% | 1.40% | Q1 2017 | Q3 2022 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Front Row Advisors LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
IBM Retirement Fund | 15 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 23 |
Allworth Financial LP | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Allianz Asset Management GmbH | 9 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Cornerstone Wealth Management, LLC | 20 | 3 | 0.02% | 0.17% | 0.30% | Q4 2017 | Q3 2023 | 23 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
CAPITAL INSIGHT PARTNERS, LLC | 23 | 23 | 0.52% | 0.84% | 1.25% | Q1 2018 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Capital Asset Advisory Services LLC | 19 | 4 | 0.02% | 0.13% | 0.27% | Q4 2017 | Q3 2023 | 23 |
Skandinaviska Enskilda Banken AB (publ) | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
TRUIST FINANCIAL CORP | 16 | 7 | 0.01% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 23 |
Sequoia Financial Advisors, LLC | 22 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2018 | 22 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 14 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 22 |
LPL Financial LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
Man Group plc | 21 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 22 |
CONDOR CAPITAL MANAGEMENT | 22 | 22 | 0.11% | 0.18% | 0.23% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 21 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q4 2022 | 22 |
FIRST CITIZENS BANK & TRUST CO | 10 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 22 |
NATIXIS ADVISORS, L.P. | 15 | 2 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 21 |
EULAV Asset Management | 21 | 21 | 0.09% | 0.15% | 0.18% | Q2 2013 | Q2 2018 | 21 |
WESTPAC BANKING CORP | 12 | 1 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q3 2023 | 21 |
CIGNA INVESTMENTS INC /NEW | 13 | 8 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q1 2022 | 21 |
South Dakota Investment Council | 21 | 21 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q4 2021 | 21 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 14 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 4 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 21 |
Freedom Investment Management, Inc. | 12 | 9 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 21 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 19 | 2 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2023 | 21 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
HOWE & RUSLING INC | 20 | 20 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q1 2018 | 20 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
TIVERTON ASSET MANAGEMENT LLC | 20 | 20 | 0.16% | 0.59% | 1.24% | Q2 2013 | Q1 2018 | 20 |
Cambridge Investment Research Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 20 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 4 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 20 |
Gotham Asset Management, LLC | 11 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 20 |
Robeco Institutional Asset Management B.V. | 14 | 6 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 20 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.33% | 0.53% | 0.69% | Q4 2018 | Q3 2023 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 19 | 1 | 0.00% | 2.00% | 2.88% | Q3 2018 | Q3 2023 | 20 |
SouthernSun Asset Management | 20 | 20 | 0.63% | 1.51% | 3.03% | Q2 2013 | Q1 2018 | 20 |
FARMERS TRUST CO | 20 | 20 | 0.09% | 0.13% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2020 | 19 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 19 | 19 | 0.64% | 1.29% | 1.96% | Q2 2013 | Q4 2017 | 19 |
Dorsey & Whitney Trust CO LLC | 19 | 19 | 0.12% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Azimuth Capital Management LLC | 19 | 19 | 0.03% | 0.07% | 0.10% | Q3 2017 | Q1 2022 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.20% | 0.32% | 0.39% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
State of New Jersey Common Pension Fund D | 19 | 19 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Parallel Advisors, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
Global Retirement Partners, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
MGO ONE SEVEN LLC | 11 | 2 | 0.01% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2017 | 18 |
Atria Investments, Inc | 10 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 18 |
BESSEMER GROUP INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Zions Bancorporation, N.A. | 12 | 6 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 18 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q2 2023 | 18 |
COLONY GROUP LLC | 10 | 1 | 0.00% | 0.05% | 0.16% | Q4 2013 | Q4 2020 | 18 |
TCI Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q1 2023 | 18 |
WINTON GROUP Ltd | 11 | 2 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q1 2023 | 18 |
Mitsubishi UFJ Asset Management Co., Ltd. | 14 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 18 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Veritable, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 17 |
NAVELLIER & ASSOCIATES INC | 10 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 17 |
WASHINGTON CAPITAL MANAGEMENT, INC | 17 | 17 | 0.41% | 0.75% | 1.14% | Q2 2013 | Q2 2017 | 17 |
SEGALL BRYANT & HAMILL, LLC | 14 | 3 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 10 | 7 | 0.00% | 0.01% | 0.09% | Q2 2019 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 11 | 6 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q3 2019 | 17 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2022 | 17 |
Pinnacle Wealth Planning Services, Inc. | 17 | 17 | 0.14% | 0.26% | 0.41% | Q3 2019 | Q3 2023 | 17 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q1 2019 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.21% | 0.67% | Q3 2012 | Q4 2022 | 17 |
CASTLEARK MANAGEMENT LLC | 10 | 7 | 0.01% | 0.05% | 0.20% | Q2 2017 | Q2 2022 | 17 |
Daiwa Securities Group Inc. | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q1 2022 | 16 |
KBC Group NV | 14 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 16 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 16 |
ROYAL LONDON ASSET MANAGEMENT LTD | 16 | 16 | 0.01% | 0.58% | 0.90% | Q4 2019 | Q3 2023 | 16 |
J.P. Morgan Private Wealth Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q4 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q1 2017 | 16 |
Capital Research Global Investors | 16 | 16 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q2 2017 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.14% | 0.33% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 14 | 1 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.03% | 0.09% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FRED ALGER MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 16 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q2 2020 | 15 |
Commonwealth Equity Services, Inc | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.13% | 0.17% | 0.24% | Q4 2019 | Q3 2023 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.26% | Q2 2017 | Q2 2023 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2016 | 15 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q2 2023 | 15 |
HARVEY INVESTMENT CO LLC | 15 | 15 | 0.18% | 1.60% | 2.99% | Q1 2020 | Q3 2023 | 15 |
NATIXIS | 9 | 1 | 0.00% | 0.01% | 0.09% | Q1 2017 | Q4 2022 | 15 |
DnB Asset Management AS | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q4 2023 | 15 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2022 | 15 |
MOODY ALDRICH PARTNERS LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.06% | 0.08% | 0.11% | Q1 2020 | Q3 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 1 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 15 |
AVIVA PLC | 9 | 6 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 3 | 0.08% | 0.29% | 0.52% | Q2 2013 | Q4 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Vestcor Inc | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Yorktown Management & Research Co Inc | 9 | 5 | 0.04% | 0.14% | 0.38% | Q3 2013 | Q4 2020 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.05% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.08% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 14 |
AMP Capital Investors Ltd | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2021 | 14 |
CI INVESTMENTS INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.21% | 0.55% | Q3 2013 | Q2 2021 | 14 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.01% | 0.06% | 0.14% | Q4 2018 | Q3 2022 | 14 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.01% | 0.11% | 0.35% | Q2 2013 | Q2 2017 | 14 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 14 | 14 | 0.03% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
DekaBank Deutsche Girozentrale | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Gulf International Bank (UK) Ltd | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.04% | 0.14% | Q4 2013 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Holocene Advisors, LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 14 |
NORDEA INVESTMENT MANAGEMENT AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Advisor OS, LLC | 14 | 14 | 0.07% | 0.21% | 0.30% | Q2 2020 | Q3 2023 | 14 |
IFM Investors Pty Ltd | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Sara-Bay Financial | 14 | 14 | 0.21% | 0.28% | 0.36% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
SVB WEALTH LLC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q1 2018 | 14 |
APG Asset Management N.V. | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
abrdn plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
PRIVATE TRUST CO NA | 8 | 6 | 0.00% | 0.04% | 0.13% | Q1 2013 | Q3 2023 | 14 |
1832 Asset Management L.P. | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2016 | Q3 2023 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2019 | 14 |
Korea Investment CORP | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.04% | 0.18% | Q3 2014 | Q2 2022 | 14 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.24% | 0.28% | 0.31% | Q2 2013 | Q2 2016 | 13 |
CANADA PENSION PLAN INVESTMENT BOARD | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Forward Management, LLC | 13 | 13 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2016 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
Cetera Investment Advisers | 13 | 13 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Apollon Wealth Management, LLC | 11 | 2 | 0.01% | 0.05% | 0.18% | Q2 2020 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 13 |
FORT, L.P. | 7 | 6 | 0.03% | 0.31% | 0.65% | Q2 2019 | Q1 2023 | 13 |
Checchi Capital Advisers, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.02% | 0.17% | Q2 2017 | Q3 2023 | 13 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 13 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 1 | 0.12% | 0.17% | 0.24% | Q1 2018 | Q1 2022 | 13 |
Parkside Financial Bank & Trust | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Baird Financial Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Andra AP-fonden | 7 | 5 | 0.02% | 0.10% | 0.18% | Q2 2020 | Q2 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q3 2019 | 12 |
Apex Capital Management | 12 | 12 | 0.83% | 1.02% | 1.18% | Q2 2013 | Q1 2016 | 12 |
Trexquant Investment LP | 3 | 1 | 0.01% | 0.07% | 0.20% | Q4 2015 | Q4 2022 | 12 |
MACKENZIE FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q3 2019 | 12 |
MERITAGE PORTFOLIO MANAGEMENT | 12 | 12 | 0.58% | 0.65% | 0.71% | Q1 2017 | Q4 2019 | 12 |
RICE HALL JAMES & ASSOCIATES, LLC | 12 | 12 | 0.11% | 0.18% | 0.25% | Q2 2014 | Q1 2017 | 12 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 12 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.08% | 0.24% | Q2 2016 | Q2 2023 | 12 |
Psagot Value Holdings Ltd. | 10 | 2 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2021 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 8 | 4 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.09% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2020 | 12 |
Fort Sheridan Advisors LLC | 12 | 12 | 0.19% | 0.27% | 0.40% | Q2 2020 | Q1 2023 | 12 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.00% | 0.12% | 0.41% | Q2 2016 | Q3 2023 | 12 |
Van Cleef Asset Management,Inc | 12 | 12 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 1 | 0.02% | 0.10% | 0.26% | Q1 2016 | Q2 2023 | 12 |
Curi Wealth Management, LLC | 12 | 12 | 0.05% | 0.11% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2016 | Q3 2019 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.21% | 0.38% | 0.53% | Q4 2020 | Q3 2023 | 12 |
SII INVESTMENTS INC/WI | 12 | 12 | 0.04% | 0.13% | 0.17% | Q4 2014 | Q3 2017 | 12 |
Grace Capital | 7 | 5 | 0.40% | 1.18% | 1.66% | Q1 2015 | Q4 2018 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.06% | 0.13% | Q4 2016 | Q3 2019 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2022 | 12 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.03% | 0.05% | 0.12% | Q3 2017 | Q2 2022 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 1 | 0.00% | 0.07% | 0.17% | Q1 2013 | Q3 2023 | 12 |
Aureus Asset Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 3.83% | 5.33% | 7.89% | Q4 2020 | Q3 2023 | 12 |
Pegasus Partners Ltd. | 12 | 12 | 0.04% | 0.19% | 0.33% | Q2 2019 | Q1 2022 | 12 |
CULLEN/FROST BANKERS, INC. | 9 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 12 |
D.A. DAVIDSON & CO. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.08% | 0.15% | Q4 2018 | Q3 2023 | 12 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 11 |
Virtu KCG Holdings LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2017 | 11 |
Intercontinental Wealth Advisors, LLC | 11 | 11 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q2 2023 | 11 |
ClariVest Asset Management LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2022 | 11 |
NORRIS PERNE & FRENCH LLP/MI | 11 | 11 | 0.63% | 1.10% | 1.36% | Q1 2021 | Q3 2023 | 11 |
BOWEN HANES & CO INC | 11 | 11 | 1.10% | 1.27% | 1.38% | Q1 2021 | Q3 2023 | 11 |
GREAT LAKES ADVISORS, LLC | 6 | 5 | 0.03% | 0.18% | 0.32% | Q2 2013 | Q2 2021 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.19% | 0.28% | 0.46% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Mariner, LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 11 | 0.03% | 0.56% | 0.99% | Q1 2021 | Q3 2023 | 11 |
BNP Paribas Asset Management Holding S.A. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
ING GROEP NV | 6 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.10% | Q3 2013 | Q3 2021 | 11 |
Independent Portfolio Consultants, Inc. | 9 | 2 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q2 2017 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Archer Investment Corp | 9 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 11 |
BMT Investment Advisors | 11 | 11 | 1.28% | 1.41% | 1.62% | Q3 2017 | Q1 2020 | 11 |
Magnetar Financial LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2023 | 11 |
CHICAGO TRUST Co NA | 11 | 11 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q2 2019 | 11 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 11 | 0.01% | 0.09% | 0.16% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q2 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 11 | 11 | 0.47% | 0.54% | 0.59% | Q2 2013 | Q4 2015 | 11 |
Dynamic Capital Management Ltd | 7 | 1 | 0.06% | 0.25% | 0.58% | Q1 2014 | Q4 2017 | 11 |
Brandywine Global Investment Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2018 | 11 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 10 |
OAK ASSOCIATES LTD /OH/ | 10 | 10 | 0.12% | 0.17% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.03% | 0.08% | 0.12% | Q3 2020 | Q4 2022 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.00% | 0.27% | 0.57% | Q1 2020 | Q4 2023 | 10 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.01% | 0.08% | 0.30% | Q3 2014 | Q1 2019 | 10 |
First Pacific Advisors, LP | 10 | 10 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CHICAGO EQUITY PARTNERS LLC | 7 | 3 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q1 2020 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
JACOBS & CO/CA | 10 | 10 | 0.16% | 0.19% | 0.24% | Q4 2018 | Q1 2021 | 10 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
One Wealth Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q4 2022 | 10 |
Findlay Park Partners LLP | 10 | 10 | 0.38% | 0.54% | 0.64% | Q1 2021 | Q2 2023 | 10 |
SEEYOND | 10 | 10 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2021 | 10 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
WESTPORT ADVISERS LLC | 10 | 10 | 0.79% | 1.41% | 1.69% | Q2 2013 | Q3 2015 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
BREMER TRUST NATIONAL ASSOCIATION | 9 | 1 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q4 2018 | 10 |
National Pension Service | 8 | 2 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q4 2022 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
FORSTA AP-FONDEN | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.03% | 0.46% | 1.18% | Q2 2013 | Q4 2021 | 10 |
BANK OF NOVA SCOTIA | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Ethic Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Carmignac Gestion | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 9 |
Quantinno Capital Management LP | 8 | 1 | 0.01% | 0.08% | 0.24% | Q4 2019 | Q3 2023 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 9 |
Tidal Investments LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q1 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 9 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.01% | 0.10% | 0.30% | Q4 2016 | Q3 2023 | 9 |
Aptus Capital Advisors, LLC | 9 | 9 | 0.03% | 0.06% | 0.09% | Q4 2018 | Q4 2020 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.20% | 0.24% | 0.27% | Q3 2021 | Q3 2023 | 9 |
STUDIO INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.09% | 0.11% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Cerity Partners LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 9 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q2 2014 | Q2 2023 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
HARTFORD INVESTMENT MANAGEMENT CO | 7 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2021 | 9 |
Livforsakringsbolaget Skandia, Omsesidigt | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2022 | 9 |
BARINGS LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
MONTRUSCO BOLTON INVESTMENTS INC. | 9 | 9 | 0.66% | 1.61% | 2.61% | Q3 2021 | Q3 2023 | 9 |
AHL Partners LLP | 8 | 1 | 0.02% | 0.03% | 0.08% | Q2 2015 | Q4 2017 | 9 |
Ergoteles LLC | 7 | 1 | 0.01% | 0.10% | 0.44% | Q4 2020 | Q2 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 9 |
NN Investment Partners Holdings N.V. | 9 | 9 | 0.45% | 0.61% | 0.79% | Q1 2020 | Q1 2022 | 9 |
Pendal Group Ltd | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 9 |
Boston Common Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Railway Pension Investments Ltd | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
IMPAX ASSET MANAGEMENT LLC | 9 | 9 | 0.29% | 0.99% | 1.42% | Q2 2013 | Q2 2015 | 9 |
PICTET ASSET MANAGEMENT LTD | 6 | 3 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 9 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 9 |
Gryphon Financial Partners LLC | 4 | 2 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q4 2021 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Krane Funds Advisors LLC | 5 | 3 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
HM PAYSON & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.02% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 8 |
TWIN CAPITAL MANAGEMENT INC | 6 | 2 | 0.22% | 0.30% | 0.35% | Q3 2016 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Achmea Investment Management B.V. | 7 | 1 | 0.00% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
Highwater Wealth Management, LLC | 8 | 8 | 14.08% | 24.66% | 42.66% | Q4 2017 | Q3 2019 | 8 |
Ardevora Asset Management LLP | 8 | 8 | 0.97% | 1.04% | 1.17% | Q4 2016 | Q3 2018 | 8 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.05% | 0.13% | Q1 2016 | Q2 2020 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Pensionfund Sabic | 8 | 8 | 0.40% | 0.45% | 0.50% | Q3 2021 | Q2 2023 | 8 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q2 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Century Capital Management, LLC | 5 | 3 | 0.18% | 0.56% | 1.18% | Q3 2014 | Q2 2017 | 8 |
Claro Advisors LLC | 8 | 8 | 0.07% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 8 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 8 | 8 | 0.01% | 0.11% | 0.33% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.72% | 0.78% | 0.90% | Q4 2021 | Q3 2023 | 8 |
MAI Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PUTNAM INVESTMENTS LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TAP Consulting, LLC | 7 | 1 | 0.15% | 1.07% | 1.49% | Q3 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 8 | 8 | 0.02% | 0.06% | 0.14% | Q2 2020 | Q1 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 8 |
Asset Dedication, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2020 | 8 |
Vigilant Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Dundas Partners LLP | 8 | 8 | 2.21% | 2.61% | 3.01% | Q4 2021 | Q3 2023 | 8 |
Ellevest, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2022 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 8 |
Greenhouse Funds LLLP | 6 | 2 | 1.58% | 3.10% | 4.52% | Q1 2020 | Q2 2022 | 8 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 1 | 0.01% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Pearl River Capital, LLC | 4 | 2 | 0.04% | 0.18% | 0.50% | Q2 2019 | Q4 2022 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 8 |
Candriam S.C.A. | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
COLUMBUS CIRCLE INVESTORS | 4 | 3 | 0.14% | 0.39% | 0.65% | Q1 2017 | Q3 2020 | 7 |
Epoch Investment Partners, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 7 |
Kentucky Retirement Systems Insurance Trust Fund | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
RE Dickinson Investment Advisors, LLC | 7 | 7 | 0.06% | 0.23% | 0.36% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.04% | 0.21% | 0.70% | Q3 2015 | Q3 2023 | 7 |
GPS Wealth Strategies Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Glassman Wealth Services | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.01% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 7 |
BOSTON PRIVATE BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 7 |
Marshall Financial Group LLC | 4 | 3 | 0.17% | 0.34% | 0.64% | Q4 2020 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q1 2020 | 7 |
Harvest Investment Services, LLC | 7 | 7 | 0.13% | 0.29% | 0.54% | Q2 2020 | Q4 2021 | 7 |
Opus Capital Group, LLC | 6 | 1 | 0.04% | 0.10% | 0.22% | Q2 2017 | Q1 2019 | 7 |
Sciencast Management LP | 1 | 1 | 0.06% | 0.24% | 0.43% | Q1 2017 | Q4 2021 | 7 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 7 |
Pflug Koory, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.08% | 0.24% | Q1 2014 | Q2 2022 | 7 |
SENTRY INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Jump Financial, LLC | 5 | 2 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 7 |
Redpoint Investment Management Pty Ltd | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Penserra Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 7 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q4 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 7 |
Savior LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 7 |
Kohmann Bosshard Financial Services, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Norinchukin Bank, The | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 7 |
Kentucky Retirement Systems | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cynosure Group, LLC | 7 | 7 | 0.96% | 1.95% | 2.56% | Q1 2022 | Q3 2023 | 7 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2020 | 7 |
Essex Financial Services, Inc. | 7 | 7 | 0.06% | 0.08% | 0.15% | Q2 2016 | Q4 2017 | 7 |
Assenagon Asset Management S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 7 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2022 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
PRUDENTIAL PLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PineBridge Investments, L.P. | 7 | 7 | 0.01% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
AGF Investments LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2020 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Parametrica Management Ltd | 4 | 1 | 0.10% | 0.72% | 1.76% | Q2 2014 | Q1 2018 | 7 |
ADVISORY RESEARCH INC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q4 2019 | 7 |
OAKBROOK INVESTMENTS LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2018 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.06% | 0.12% | 0.18% | Q1 2021 | Q4 2022 | 7 |
Ledyard National Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Teza Capital Management LLC | 2 | 1 | 0.05% | 0.25% | 0.58% | Q4 2019 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
TIEDEMANN ADVISORS, LLC | 4 | 2 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2019 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 2 | 0.00% | 0.03% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Ceredex Value Advisors LLC | 6 | 6 | 0.00% | 1.08% | 1.70% | Q2 2020 | Q3 2021 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Invictus RG | 6 | 6 | 0.01% | 0.19% | 0.31% | Q1 2016 | Q2 2017 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.01% | 0.04% | 0.13% | Q4 2021 | Q2 2023 | 6 |
Sonen Capital LLC | 5 | 1 | 0.36% | 0.49% | 0.61% | Q4 2021 | Q2 2023 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 1 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q4 2021 | 6 |
Varma Mutual Pension Insurance Co | 3 | 3 | 0.03% | 0.09% | 0.15% | Q2 2021 | Q2 2023 | 6 |
Aquila Investment Management LLC | 6 | 6 | 0.37% | 0.65% | 0.79% | Q4 2021 | Q1 2023 | 6 |
TURNER INVESTMENTS LLC | 5 | 1 | 0.05% | 0.33% | 0.90% | Q2 2013 | Q2 2017 | 6 |
Qtron Investments LLC | 6 | 6 | 0.04% | 0.13% | 0.21% | Q3 2021 | Q4 2022 | 6 |
Jupiter Investment Management Ltd | 6 | 6 | 0.00% | 0.07% | 0.22% | Q1 2016 | Q2 2017 | 6 |
MV CAPITAL MANAGEMENT, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Meiji Yasuda Life Insurance Co | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Harvest Fund Management Co., Ltd | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2020 | 6 |
Presidio Capital Management, LLC | 4 | 2 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q2 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.22% | 0.53% | Q2 2017 | Q2 2021 | 6 |
Arden Trust Co | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2020 | 6 |
Advantage Alpha Capital Partners LP | 4 | 2 | 0.85% | 1.24% | 1.82% | Q4 2019 | Q3 2021 | 6 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 6 |
APOGEM CAPITAL LLC | 6 | 6 | 0.34% | 0.62% | 0.80% | Q1 2021 | Q2 2022 | 6 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 1 | 0.00% | 2.41% | 4.02% | Q4 2018 | Q2 2020 | 6 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2021 | 6 |
A.R.T. Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q2 2019 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.14% | 0.20% | Q2 2022 | Q3 2023 | 6 |
GPM Growth Investors, Inc. | 6 | 6 | 1.71% | 1.94% | 2.12% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Olympiad Research LP | 3 | 1 | 0.09% | 0.25% | 0.35% | Q4 2019 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
Virtue Capital Management, LLC | 3 | 3 | 0.10% | 0.18% | 0.25% | Q2 2019 | Q4 2020 | 6 |
CLINTON GROUP INC | 2 | 1 | 0.01% | 0.11% | 0.32% | Q4 2013 | Q1 2017 | 6 |
Dai-ichi Life Insurance Company, Ltd | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SRS Capital Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 4 | 2 | 0.04% | 0.36% | 1.02% | Q3 2016 | Q1 2022 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 6 |
TLP GROUP LLC | 2 | 1 | 0.04% | 0.22% | 0.30% | Q4 2015 | Q3 2018 | 5 |
First Allied Advisory Services, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Simplicity Solutions, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TOBAM | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Caprock Group, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2022 | 5 |
Manchester Capital Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
Private Advisor Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 5 |
GW HENSSLER & ASSOCIATES LTD | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.02% | 0.08% | 0.13% | Q2 2016 | Q2 2017 | 5 |
Calvert Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
OSSIAM | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST QUADRANT LLC/CA | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2020 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.04% | 0.14% | 0.27% | Q4 2021 | Q2 2023 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vulcan Value Partners, LLC | 3 | 2 | 0.12% | 0.24% | 0.35% | Q2 2013 | Q4 2015 | 5 |
Riverview Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MONTAG & CALDWELL, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 5 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
WADDELL & REED FINANCIAL INC | 3 | 2 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q2 2017 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q1 2023 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Sandhill Capital Partners LLC | 5 | 5 | 0.52% | 1.45% | 2.01% | Q4 2019 | Q4 2020 | 5 |
Grove Bank & Trust | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Mirae Asset Global Investments Co., Ltd. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
EDGE ASSET MANAGEMENT, INC | 5 | 5 | 0.21% | 0.26% | 0.30% | Q1 2016 | Q1 2017 | 5 |
Bayesian Capital Management, LP | 4 | 1 | 0.23% | 0.32% | 0.44% | Q1 2016 | Q4 2017 | 5 |
GATEWAY INVESTMENT ADVISERS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.06% | 0.15% | Q2 2017 | Q3 2021 | 5 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.01% | 0.02% | 0.07% | Q4 2016 | Q3 2022 | 5 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 5 |
Select Equity Group, L.P. | 2 | 1 | 0.06% | 0.15% | 0.25% | Q1 2018 | Q2 2021 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 5 |
Index Management Solutions, LLC | 5 | 5 | 0.10% | 0.13% | 0.16% | Q4 2013 | Q4 2014 | 5 |
Semmax Financial Advisors Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
ISTHMUS PARTNERS, LLC | 5 | 5 | 0.14% | 1.56% | 2.20% | Q4 2015 | Q4 2016 | 5 |
Knowledge Leaders Capital, LLC | 3 | 1 | 0.83% | 0.88% | 0.95% | Q2 2020 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 5 |
GO ETF SOLUTIONS LLP | 5 | 5 | 1.34% | 1.47% | 1.70% | Q4 2016 | Q4 2017 | 5 |
Tredje AP-fonden | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
AIA Group Ltd | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.01% | 0.04% | Q2 2011 | Q4 2013 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 5 |
RELIANCE TRUST CO OF DELAWARE | 4 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 5 |
Providence Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.09% | 0.20% | 0.30% | Q4 2019 | Q4 2020 | 5 |
Private Capital Advisors, Inc. | 5 | 5 | 0.78% | 1.40% | 1.60% | Q1 2021 | Q1 2022 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.46% | 0.48% | 0.49% | Q2 2013 | Q1 2014 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.10% | 0.17% | 0.30% | Q4 2016 | Q1 2018 | 4 |
I.G. INVESTMENT MANAGEMENT, LTD. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2015 | Q2 2016 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.42% | 0.44% | 0.45% | Q3 2016 | Q2 2017 | 4 |
Spark Investment Management LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q1 2017 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.01% | 0.13% | 0.25% | Q4 2019 | Q2 2021 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 4 |
Pacifica Partners Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.35% | 0.51% | 0.68% | Q4 2013 | Q3 2014 | 4 |
Baillie Gifford | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.07% | 0.10% | Q3 2016 | Q3 2018 | 4 |
Piscataqua Savings Bank | 4 | 4 | 2.97% | 3.09% | 3.19% | Q4 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
LMR Partners LLP | 4 | 4 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q1 2020 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GAM Holding AG | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 4 |
EAM Investors, LLC | 4 | 4 | 0.37% | 0.42% | 0.52% | Q2 2016 | Q1 2017 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.11% | Q2 2021 | Q4 2022 | 4 |
Jaffetilchin Investment Partners, LLC | 4 | 4 | 0.13% | 0.17% | 0.20% | Q4 2016 | Q3 2017 | 4 |
Nelson Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ROPES WEALTH ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Jade Capital Advisors, LLC | 2 | 1 | 0.82% | 2.04% | 3.08% | Q1 2020 | Q2 2023 | 4 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2022 | 4 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.03% | 0.05% | 0.08% | Q3 2014 | Q1 2022 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.10% | 0.10% | 0.11% | Q3 2018 | Q2 2019 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sapphire Star Partners LP | 2 | 1 | 0.20% | 0.26% | 0.37% | Q1 2017 | Q3 2018 | 4 |
KOCH INDUSTRIES INC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q1 2018 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.07% | 0.10% | 0.18% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 4 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Carnegie Capital Asset Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Airain ltd | 3 | 1 | 0.03% | 0.10% | 0.13% | Q2 2014 | Q4 2016 | 4 |
Wealth Advisors of Tampa Bay, LLC | 3 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.08% | 0.24% | 0.30% | Q2 2013 | Q1 2014 | 4 |
EVERENCE CAPITAL MANAGEMENT INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Alberta Investment Management Corp | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 3 | 1 | 0.08% | 0.26% | 0.52% | Q4 2020 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
SeaCrest Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.07% | 0.10% | 0.16% | Q3 2016 | Q3 2018 | 4 |
TCWP LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.03% | 0.08% | 0.11% | Q2 2014 | Q1 2015 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
B. Metzler seel. Sohn & Co. AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
STONE RUN CAPITAL, LLC | 3 | 1 | 0.62% | 1.36% | 1.81% | Q2 2022 | Q3 2023 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2017 | 4 |
GEM Asset Management, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2017 | 4 |
CI Global Investments Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.02% | 0.20% | 0.69% | Q2 2018 | Q1 2019 | 4 |
Metis Global Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Horizon Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Keel Point, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Gradient Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q1 2022 | 4 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 4 |
Hilltop Holdings Inc. | 3 | 3 | 0.22% | 0.38% | 0.55% | Q2 2013 | Q4 2013 | 3 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Maven Securities LTD | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.09% | 0.12% | Q4 2016 | Q3 2019 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.40% | 0.50% | 0.56% | Q2 2014 | Q4 2014 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Man Investments Ltd | 3 | 3 | 0.06% | 0.10% | 0.15% | Q3 2013 | Q1 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 3 | 3 | 0.04% | 0.11% | 0.19% | Q4 2022 | Q2 2023 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Formidable Asset Management, LLC | 2 | 1 | 0.11% | 0.16% | 0.18% | Q1 2019 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vest Financial, LLC | 3 | 3 | 1.13% | 1.21% | 1.26% | Q1 2023 | Q3 2023 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.17% | 0.38% | 0.58% | Q4 2016 | Q2 2017 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q1 2022 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.20% | 0.33% | 0.49% | Q3 2016 | Q1 2017 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 3 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q2 2013 | Q4 2013 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.88% | 1.03% | 1.20% | Q1 2023 | Q3 2023 | 3 |
PENINSULA ASSET MANAGEMENT INC | 3 | 3 | 1.22% | 1.81% | 2.16% | Q1 2023 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
CIBC Private Wealth Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.49% | 0.70% | 1.00% | Q4 2016 | Q2 2017 | 3 |
Quantum Capital Management, LLC / NJ | 3 | 3 | 0.76% | 0.96% | 1.25% | Q2 2013 | Q4 2013 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.66% | 0.71% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Concentric Capital Strategies, LP | 2 | 1 | 1.00% | 1.71% | 2.71% | Q2 2022 | Q2 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.05% | 0.25% | 0.39% | Q2 2021 | Q1 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.03% | 0.06% | 0.12% | Q1 2023 | Q3 2023 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
OPPENHEIMER & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2017 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
Machina Capital S.A.S. | 1 | 1 | 0.04% | 0.08% | 0.16% | Q1 2019 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
DOWLING & YAHNKE LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
TCW GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
BANQUE PICTET & CIE SA | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 3 |
MQS Management LLC | 1 | 1 | 0.22% | 0.37% | 0.57% | Q4 2021 | Q3 2023 | 3 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 3 | 0.89% | 1.12% | 1.31% | Q3 2016 | Q1 2017 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
XXEC, Inc. | 2 | 1 | 2.28% | 4.37% | 6.33% | Q3 2020 | Q3 2023 | 3 |
Assured Investment Management LLC | 1 | 1 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q4 2018 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Summit Global Investments | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
ADVISOR PARTNERS II, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2016 | 3 |
Spectrum Asset Management, Inc. (NB/CA) | 3 | 3 | 0.28% | 0.29% | 0.32% | Q1 2021 | Q3 2021 | 3 |
Prospera Financial Services Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q2 2022 | 3 |
EXANE DERIVATIVES | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
National Wealth Management Group, LLC | 3 | 3 | 0.40% | 0.45% | 0.47% | Q3 2022 | Q1 2023 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 3 |
Mosaic Family Wealth, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q1 2019 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 3 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FCF Advisors LLC | 2 | 2 | 0.98% | 1.01% | 1.04% | Q1 2017 | Q2 2017 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Regal Investment Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FIRST MERCANTILE TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Sound Financial Strategies Group, LLC | 2 | 2 | 0.64% | 0.65% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.09% | 0.12% | 0.14% | Q1 2017 | Q3 2021 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.11% | 0.16% | 0.21% | Q3 2016 | Q2 2018 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.29% | 0.32% | 0.35% | Q3 2017 | Q2 2018 | 2 |
GLG INC. | 2 | 2 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q3 2013 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
OPTIMUM INVESTMENT ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PRECISION PATH CAPITAL, LP | 2 | 2 | 1.12% | 2.03% | 2.93% | Q4 2017 | Q1 2018 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2017 | 2 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q1 2022 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.02% | 0.06% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q4 2017 | 2 |
Diametric Capital, LP | 2 | 2 | 0.10% | 0.40% | 0.70% | Q3 2022 | Q4 2022 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q3 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
CNA FINANCIAL CORP | 2 | 2 | 0.13% | 0.18% | 0.23% | Q2 2020 | Q3 2020 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.05% | 0.15% | 0.25% | Q1 2017 | Q1 2020 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 2 |
XTX MARKETS LLC | 1 | 1 | 0.82% | 1.23% | 1.64% | Q4 2019 | Q2 2020 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2022 | 2 |
Baader Bank Aktiengesellschaft | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Empirical Finance, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Wealth Advisory Solutions, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Princeton Alpha Management LP | 1 | 1 | 0.10% | 0.12% | 0.14% | Q2 2014 | Q2 2016 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q1 2022 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.11% | 0.21% | Q1 2015 | Q3 2022 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q2 2019 | 2 |
Visium Asset Management, LP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q2 2014 | 2 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.01% | 0.36% | 0.71% | Q4 2022 | Q1 2023 | 2 |
PA Capital LLC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q1 2020 | Q2 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.00% | 0.12% | 0.23% | Q2 2020 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q2 2019 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q4 2019 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2019 | Q1 2020 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.15% | 0.20% | 0.24% | Q1 2017 | Q2 2017 | 2 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 2 | 2 | 0.28% | 0.28% | 0.29% | Q2 2013 | Q3 2013 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
LINCOLN NATIONAL CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Sapience Investments, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q3 2017 | Q2 2018 | 2 |
Sentry Investments Corp. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.22% | 0.27% | 0.32% | Q4 2020 | Q1 2021 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
GLG Partners LP | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
West Tower Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Frontier Wealth Management LLC | 1 | 1 | 0.42% | 0.56% | 0.70% | Q1 2020 | Q3 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2014 | Q3 2014 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Echo Street Capital Management LLC | 2 | 2 | 0.30% | 0.42% | 0.55% | Q3 2015 | Q4 2015 | 2 |
Nine Chapters Capital Management LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q2 2014 | Q3 2014 | 2 |
Gitterman Wealth Management, LLC | 1 | 1 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.27% | 0.40% | 0.52% | Q1 2018 | Q2 2018 | 2 |
BRC Investment Management LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2016 | Q3 2016 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Santa Fe Partners LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2014 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.38% | 0.50% | 0.62% | Q1 2019 | Q2 2019 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q3 2022 | 2 |
FOSTER & MOTLEY INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q1 2017 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q2 2019 | Q2 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2016 | Q3 2016 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2016 | Q2 2016 | 1 |
Bremer Bank National Association | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2017 | Q3 2017 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sensato Investors LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2016 | Q2 2016 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Motley Fool Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2014 | Q1 2014 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ibex Investors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
BAR HARBOR WEALTH MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2013 | Q1 2013 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Newfound Research LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Interval Partners, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Nair Vinay | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2015 | Q1 2015 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Astrantus Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
North Forty Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2022 | Q2 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2021 | Q4 2021 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
tru Independence LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2022 | Q3 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Wedmont Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Hayek Kallen Investment Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AJO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KBI Global Investors Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
Cerebellum GP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
HAP Trading, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2021 | Q1 2021 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Jacobi Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perpetual Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2011 | Q1 2011 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cordasco Financial Network | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Shay Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2014 | Q3 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2021 | Q3 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Pensionfund DSM Netherlands | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own NORDSON CORP or have owned NORDSON CORP in the past.