Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 64 |
Citadel Advisors | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 60 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 31 |
BANK OF AMERICA CORP /DE/ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Aristotle Capital Boston, LLC | 30 | 30 | 0.53% | 0.94% | 1.55% | Q2 2016 | Q3 2023 | 30 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.06% | 0.10% | Q2 2016 | Q3 2023 | 30 |
BlackRock Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Invesco Ltd. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
GOLDMAN SACHS GROUP INC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
WELLS FARGO & COMPANY/MN | 30 | 30 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Bank of New York Mellon Corp | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Swiss National Bank | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
STATE STREET CORP | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
NORTHERN TRUST CORP | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
MORGAN STANLEY | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
DEUTSCHE BANK AG\ | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
US BANCORP \DE\ | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
AMERICAN INTERNATIONAL GROUP, INC. | 30 | 30 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
ROYAL BANK OF CANADA | 30 | 30 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
UBS ASSET MANAGEMENT AMERICAS INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CREDIT SUISSE AG/ | 30 | 30 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 30 |
CITIGROUP INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 30 | 30 | 0.12% | 0.46% | 0.91% | Q2 2016 | Q3 2023 | 30 |
JPMORGAN CHASE & CO | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
Telemark Asset Management, LLC | 30 | 30 | 0.16% | 2.52% | 3.88% | Q2 2016 | Q3 2023 | 30 |
PNC FINANCIAL SERVICES GROUP, INC. | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
DIMENSIONAL FUND ADVISORS LP | 30 | 30 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 30 |
VANGUARD GROUP INC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
BARCLAYS PLC | 19 | 10 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
UBS Group AG | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
FMR LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
STRS OHIO | 29 | 29 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 29 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 16 | 13 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
SEI INVESTMENTS CO | 28 | 28 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
TD ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 17 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
D. E. Shaw & Co., Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q3 2023 | 27 |
AQR Capital Management | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
Artisan Partners Limited Partnership | 26 | 26 | 0.01% | 0.16% | 0.25% | Q2 2017 | Q3 2023 | 26 |
FEDERATED HERMES, INC. | 26 | 26 | 0.00% | 0.08% | 0.16% | Q2 2017 | Q3 2023 | 26 |
BAMCO INC /NY/ | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Paradice Investment Management LLC | 26 | 26 | 0.51% | 3.78% | 5.94% | Q2 2016 | Q3 2022 | 26 |
ROYCE & ASSOCIATES LP | 26 | 26 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2022 | 26 |
PRUDENTIAL FINANCIAL INC | 25 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
NAVELLIER & ASSOCIATES INC | 23 | 2 | 0.06% | 0.17% | 0.37% | Q2 2017 | Q3 2023 | 25 |
Neuberger Berman Group LLC | 25 | 25 | 0.02% | 0.18% | 0.28% | Q3 2017 | Q3 2023 | 25 |
WADE G W & INC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
CAPITAL ADVISORS INC/OK | 18 | 6 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 24 |
Renaissance Technologies | 21 | 3 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2022 | 24 |
THAMES CAPITAL MANAGEMENT LLC | 24 | 24 | 1.78% | 3.11% | 6.81% | Q4 2017 | Q3 2023 | 24 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2022 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 4 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 16 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 23 |
AMALGAMATED BANK | 20 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
PUTNAM INVESTMENTS LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ProShare Advisors LLC | 14 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
COMERICA BANK | 23 | 23 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q4 2022 | 23 |
Freedom Investment Management, Inc. | 23 | 23 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 23 |
Yorktown Management & Research Co Inc | 23 | 23 | 0.12% | 0.97% | 1.50% | Q1 2018 | Q3 2023 | 23 |
PRINCIPAL FINANCIAL GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Alberta Investment Management Corp | 23 | 23 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2022 | 23 |
Skylands Capital, LLC | 23 | 23 | 0.04% | 0.28% | 0.50% | Q2 2016 | Q4 2021 | 23 |
FRED ALGER MANAGEMENT, LLC | 22 | 22 | 0.01% | 0.16% | 0.55% | Q2 2018 | Q3 2023 | 22 |
AXIOM INVESTORS LLC /DE | 22 | 22 | 0.03% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 22 |
STATE OF WISCONSIN INVESTMENT BOARD | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.49% | 0.63% | 0.91% | Q2 2016 | Q3 2021 | 22 |
JANUS HENDERSON GROUP PLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
MARSICO CAPITAL MANAGEMENT LLC | 22 | 22 | 0.07% | 0.19% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Allianz Asset Management GmbH | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.22% | 0.41% | 0.59% | Q2 2018 | Q3 2023 | 22 |
Conestoga Capital Advisors, LLC | 22 | 22 | 0.73% | 2.37% | 3.78% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 22 | 22 | 0.07% | 0.14% | 0.17% | Q2 2018 | Q3 2023 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 17 | 5 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 22 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 21 |
SG Americas Securities, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 21 |
Walleye Trading LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Sound Income Strategies, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 21 |
AXA S.A. | 20 | 20 | 0.15% | 0.22% | 0.31% | Q4 2018 | Q3 2023 | 20 |
BROWN ADVISORY INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
DF DENT & CO INC | 20 | 20 | 0.04% | 0.20% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 20 |
NORGES BANK | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 20 | 20 | 0.51% | 0.77% | 1.18% | Q4 2017 | Q3 2022 | 20 |
LOOMIS SAYLES & CO L P | 20 | 20 | 0.02% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Man Group plc | 16 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
FIFTH THIRD BANCORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
NISA INVESTMENT ADVISORS, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Capital International Investors | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
North Growth Management Ltd. | 18 | 18 | 0.16% | 0.22% | 0.33% | Q4 2017 | Q1 2022 | 18 |
WASATCH ADVISORS LP | 18 | 18 | 0.33% | 0.74% | 1.03% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 5 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 18 |
CONGRESS ASSET MANAGEMENT CO /MA | 18 | 18 | 0.00% | 0.08% | 0.15% | Q4 2018 | Q1 2023 | 18 |
MACKENZIE FINANCIAL CORP | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 18 |
EATON VANCE MANAGEMENT | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 13 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
GW&K Investment Management, LLC | 18 | 18 | 0.26% | 0.44% | 0.71% | Q2 2019 | Q3 2023 | 18 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 18 |
WESTWOOD HOLDINGS GROUP INC | 18 | 18 | 0.02% | 0.23% | 0.37% | Q3 2016 | Q4 2020 | 18 |
COMMERCE BANK | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 17 | 17 | 0.01% | 0.08% | 0.19% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.21% | 0.66% | Q4 2019 | Q4 2023 | 17 |
First Horizon Advisors, Inc. | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 17 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2023 | 17 |
Parallel Advisors, LLC | 9 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 6 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 16 | 1 | 0.00% | 0.06% | 0.17% | Q4 2017 | Q3 2023 | 17 |
MERITAGE PORTFOLIO MANAGEMENT | 16 | 16 | 0.02% | 0.75% | 0.99% | Q2 2018 | Q1 2022 | 16 |
Financial Gravity Asset Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q2 2023 | 16 |
FORTE CAPITAL LLC /ADV | 14 | 2 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 16 |
Penserra Capital Management LLC | 10 | 6 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q1 2023 | 16 |
Eventide Asset Management | 16 | 16 | 0.29% | 0.53% | 0.73% | Q4 2019 | Q3 2023 | 16 |
SANDLER CAPITAL MANAGEMENT | 9 | 7 | 0.18% | 0.69% | 1.70% | Q1 2018 | Q3 2023 | 16 |
MEEDER ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 15 |
MOODY ALDRICH PARTNERS LLC | 9 | 6 | 0.51% | 0.92% | 1.33% | Q2 2017 | Q3 2023 | 15 |
Aperio Group, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 1.00% | 1.58% | 2.38% | Q1 2020 | Q3 2023 | 15 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.20% | 0.38% | 0.53% | Q1 2020 | Q3 2023 | 15 |
IFP Advisors, Inc | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 15 |
ANDERSON HOAGLAND & CO | 15 | 15 | 0.34% | 1.05% | 1.44% | Q2 2017 | Q4 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 15 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JANE STREET GROUP, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 14 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Values First Advisors, Inc. | 14 | 14 | 0.20% | 0.28% | 0.37% | Q2 2020 | Q3 2023 | 14 |
AlphaOne Investment Services, LLC | 13 | 13 | 1.13% | 1.87% | 2.39% | Q2 2016 | Q2 2019 | 13 |
Harvest Fund Management Co., Ltd | 13 | 13 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PANAGORA ASSET MANAGEMENT INC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 13 |
AVIVA PLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
KENNEDY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.07% | 0.15% | 0.21% | Q2 2017 | Q2 2020 | 13 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2022 | 13 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.05% | 0.07% | 0.10% | Q2 2019 | Q2 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 12 | 1 | 0.00% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 13 |
WADDELL & REED FINANCIAL INC | 9 | 4 | 0.02% | 0.08% | 0.13% | Q4 2017 | Q1 2021 | 13 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 13 |
Karpus Management, Inc. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2021 | 12 |
Champlain Investment Partners, LLC | 7 | 2 | 0.10% | 0.34% | 0.68% | Q4 2018 | Q3 2023 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 12 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2019 | 12 |
Independent Advisor Alliance | 9 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
PEREGRINE CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2019 | 12 |
PDT Partners, LLC | 6 | 1 | 0.02% | 0.06% | 0.23% | Q4 2016 | Q1 2022 | 12 |
ClariVest Asset Management LLC | 12 | 12 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q1 2019 | 12 |
LAZARD ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 11 |
Psagot Value Holdings Ltd. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.15% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 11 |
OXFORD ASSET MANAGEMENT LLP | 9 | 2 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q1 2019 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
EAM Investors, LLC | 9 | 2 | 0.16% | 0.45% | 0.57% | Q1 2017 | Q4 2021 | 11 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2022 | 11 |
CAPTRUST FINANCIAL ADVISORS | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 4 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q2 2023 | 11 |
Advisor Group, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.05% | 0.07% | 0.14% | Q4 2017 | Q1 2020 | 10 |
RAYMOND JAMES TRUST N.A. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 10 |
SAWGRASS ASSET MANAGEMENT LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q1 2017 | Q2 2019 | 10 |
XPONANCE, INC. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ZACKS INVESTMENT MANAGEMENT | 7 | 3 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q2 2023 | 10 |
Baillie Gifford | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.03% | 0.08% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Campbell & CO Investment Adviser LLC | 5 | 1 | 0.06% | 0.28% | 0.65% | Q3 2016 | Q3 2023 | 10 |
Dorsey Wright & Associates | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 10 |
CNA FINANCIAL CORP | 10 | 10 | 0.30% | 0.36% | 0.43% | Q2 2020 | Q3 2022 | 10 |
WCM INVESTMENT MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
RAYMOND JAMES & ASSOCIATES | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 10 |
Creative Planning | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 4 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 9 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 9 | 9 | 0.98% | 3.41% | 4.65% | Q2 2016 | Q2 2018 | 9 |
HSBC HOLDINGS PLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 9 |
TCI Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 2 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q4 2021 | 9 |
Skandinaviska Enskilda Banken AB (publ) | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2022 | 9 |
QUADRANT CAPITAL GROUP LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.25% | 0.52% | 0.88% | Q4 2019 | Q4 2021 | 9 |
Pacific Ridge Capital Partners, LLC | 9 | 9 | 0.22% | 0.35% | 0.54% | Q2 2016 | Q2 2018 | 9 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 9 |
Zebra Capital Management LLC | 4 | 1 | 0.14% | 0.34% | 0.45% | Q1 2017 | Q4 2021 | 9 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2022 | 9 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 9 | 9 | 0.61% | 1.10% | 1.72% | Q2 2017 | Q2 2019 | 9 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 8 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2017 | 8 |
ALGERT GLOBAL LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 8 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 8 | 8 | 0.13% | 0.48% | 0.71% | Q2 2016 | Q1 2018 | 8 |
Sterling Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Diversified Trust Co | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 8 | 8 | 0.00% | 0.02% | 0.06% | Q3 2021 | Q2 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WINTON GROUP Ltd | 6 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2020 | 8 |
Advisors Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.18% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
LORD, ABBETT & CO. LLC | 5 | 2 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 7 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 7 |
Spark Investment Management LLC | 5 | 2 | 0.02% | 0.10% | 0.16% | Q3 2016 | Q1 2020 | 7 |
CWM, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Cortina Asset Management, LLC | 7 | 7 | 0.40% | 0.67% | 1.02% | Q4 2017 | Q2 2019 | 7 |
Ensign Peak Advisors, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 7 | 7 | 0.28% | 1.03% | 1.46% | Q2 2016 | Q4 2017 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6 | 1 | 0.02% | 0.63% | 0.77% | Q2 2016 | Q2 2021 | 7 |
Polar Asset Management Partners Inc. | 7 | 7 | 0.18% | 0.63% | 1.41% | Q2 2016 | Q4 2017 | 7 |
Cooper Financial Group | 7 | 7 | 0.06% | 0.08% | 0.17% | Q2 2020 | Q4 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2022 | 7 |
Cable Hill Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q4 2017 | 7 |
Cove Street Capital, LLC | 7 | 7 | 0.05% | 1.56% | 2.35% | Q2 2016 | Q4 2017 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ALLSTATE CORP | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.14% | 0.18% | Q1 2018 | Q3 2019 | 7 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 6 | 6 | 0.01% | 0.08% | 0.12% | Q4 2021 | Q1 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
PROFUND ADVISORS LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Mitsubishi UFJ Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 6 |
Aaron Wealth Advisors LLC | 5 | 1 | 0.00% | 0.18% | 0.24% | Q1 2022 | Q3 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.17% | 0.21% | 0.23% | Q2 2017 | Q3 2018 | 6 |
Gotham Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 6 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 6 |
FIRST INTERSTATE BANK | 6 | 6 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q4 2017 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 0.04% | 0.35% | 0.85% | Q1 2018 | Q2 2019 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 6 | 6 | 0.64% | 1.00% | 1.33% | Q3 2018 | Q4 2019 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2020 | 6 |
Caprock Group, LLC | 6 | 6 | 0.04% | 0.09% | 0.12% | Q3 2016 | Q4 2017 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.39% | 0.46% | 0.54% | Q2 2022 | Q3 2023 | 6 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 6 |
A.R.T. Advisors, LLC | 4 | 2 | 0.01% | 0.07% | 0.12% | Q4 2017 | Q2 2019 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2020 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 6 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.02% | 0.04% | 0.13% | Q4 2018 | Q3 2022 | 6 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q1 2023 | 6 |
Graham Capital Management, L.P. | 6 | 6 | 0.01% | 0.04% | 0.09% | Q2 2022 | Q3 2023 | 6 |
AlphaCentric Advisors LLC | 6 | 6 | 0.28% | 0.36% | 0.48% | Q2 2020 | Q3 2021 | 6 |
Partners Group Holding AG | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
WHITTIER TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q4 2022 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 5 |
SECURIAN ASSET MANAGEMENT, INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMERICAN CENTURY COMPANIES INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 5 |
Lisanti Capital Growth, LLC | 5 | 5 | 0.84% | 1.28% | 1.55% | Q1 2018 | Q1 2019 | 5 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.01% | 0.08% | 0.15% | Q2 2017 | Q2 2019 | 5 |
TWO SIGMA ADVISERS, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EAM Global Investors LLC | 5 | 5 | 0.36% | 0.41% | 0.46% | Q1 2018 | Q1 2019 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
G2 Investment Partners Management LLC | 5 | 5 | 0.22% | 1.41% | 2.25% | Q1 2017 | Q1 2018 | 5 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CHASE INVESTMENT COUNSEL CORP | 5 | 5 | 0.21% | 0.25% | 0.30% | Q3 2017 | Q3 2018 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Louisiana State Employees Retirement System | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
State of Alaska, Department of Revenue | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TWO SIGMA INVESTMENTS, LP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
SHELTON CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Retirement Systems of Alabama | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Yarbrough Capital, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Raleigh Capital Management Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Ativo Capital Management LLC | 5 | 5 | 0.23% | 0.33% | 0.42% | Q2 2016 | Q2 2017 | 5 |
THOMPSON DAVIS & CO., INC. | 3 | 2 | 0.01% | 0.16% | 0.36% | Q1 2017 | Q3 2018 | 5 |
DARUMA CAPITAL MANAGEMENT LLC | 5 | 5 | 2.87% | 3.41% | 4.12% | Q1 2018 | Q1 2019 | 5 |
FIRST TRUST ADVISORS LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2017 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q1 2019 | 5 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pacer Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 4 | 4 | 0.08% | 0.21% | 0.42% | Q1 2017 | Q4 2017 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
Premier Fund Managers Ltd | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 4 |
Monarch Partners Asset Management LLC | 4 | 4 | 0.14% | 0.24% | 0.42% | Q4 2016 | Q3 2017 | 4 |
Aubrey Capital Management Ltd | 4 | 4 | 1.46% | 1.79% | 2.42% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.16% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WoodTrust Financial Corp | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 4 | 4 | 0.07% | 0.16% | 0.24% | Q3 2022 | Q2 2023 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sandhill Capital Partners LLC | 4 | 4 | 2.57% | 3.22% | 3.65% | Q3 2017 | Q2 2018 | 4 |
ADVISORY RESEARCH INC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
BFSG, LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q3 2017 | Q2 2018 | 4 |
Redhawk Wealth Advisors, Inc. | 4 | 4 | 0.23% | 0.26% | 0.28% | Q3 2018 | Q2 2019 | 4 |
MARSHALL WACE, LLP | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2021 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Jabre Capital Partners S.A. | 4 | 4 | 0.04% | 0.10% | 0.20% | Q4 2017 | Q3 2018 | 4 |
Global Retirement Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Sapphire Star Partners LP | 4 | 4 | 0.84% | 1.09% | 1.41% | Q1 2018 | Q4 2018 | 4 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 4 |
State of Tennessee, Treasury Department | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mariner, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2021 | 4 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.03% | 0.08% | 0.17% | Q4 2020 | Q4 2022 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.04% | 0.08% | 0.12% | Q3 2022 | Q2 2023 | 4 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
MSI Financial Services Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 3 | 3 | 0.52% | 0.53% | 0.53% | Q1 2018 | Q3 2018 | 3 |
Alambic Investment Management, L.P. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.08% | 0.21% | 0.42% | Q3 2017 | Q1 2018 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2020 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Olympiad Research LP | 2 | 1 | 0.17% | 0.31% | 0.46% | Q3 2020 | Q3 2023 | 3 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2022 | 3 |
BlackRock Institutional Trust Company, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Assured Investment Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.23% | 0.26% | 0.28% | Q3 2017 | Q2 2018 | 3 |
GRAND JEAN CAPITAL MANAGEMENT INC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
USA FINANCIAL FORMULAS | 2 | 1 | 0.00% | 0.09% | 0.13% | Q1 2018 | Q2 2023 | 3 |
BLACKROCK ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
OneAscent Wealth Management LLC | 2 | 1 | 0.12% | 0.16% | 0.23% | Q4 2020 | Q3 2021 | 3 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CI INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Wealthspire Advisors, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MV CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
NORDEA INVESTMENT MANAGEMENT AB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TORONTO DOMINION BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtus Fund Advisers, LLC | 3 | 3 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q2 2023 | 3 |
BlackRock Group LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
JNBA Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Stanley-Laman Group, Ltd. | 3 | 3 | 0.24% | 0.26% | 0.29% | Q4 2021 | Q2 2022 | 3 |
Vanguard Personalized Indexing Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.19% | 0.25% | 0.28% | Q1 2018 | Q3 2018 | 3 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2021 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.03% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
MACKAY SHIELDS LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 3 |
CHICAGO EQUITY PARTNERS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Olstein Capital Management, L.P. | 3 | 3 | 0.08% | 0.27% | 0.38% | Q2 2016 | Q4 2016 | 3 |
CIBC Asset Management Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BlackRock Fund Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 3 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Geneos Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q3 2016 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q4 2018 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2019 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.67% | 0.72% | 0.77% | Q4 2022 | Q1 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2016 | 2 |
WESTPAC BANKING CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2019 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Zions Bancorporation | 2 | 2 | 0.06% | 0.10% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Assenagon Asset Management S.A. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2020 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Csenge Advisory Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
FORA Capital, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.67% | 0.68% | 0.69% | Q4 2021 | Q1 2022 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.43% | 0.46% | 0.48% | Q2 2018 | Q3 2018 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q3 2017 | Q4 2017 | 2 |
Hardy Reed LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MQS Management LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
TWO SIGMA SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 2 |
Sutton Wealth Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Trigran Investments, Inc. | 2 | 2 | 0.18% | 0.33% | 0.47% | Q2 2016 | Q3 2016 | 2 |
Illinois Municipal Retirement Fund | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Virtu KCG Holdings LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Patten Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 2 |
Amundi | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.32% | 0.36% | 0.41% | Q2 2020 | Q3 2020 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TURNER INVESTMENTS LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2017 | Q2 2017 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2016 | Q4 2016 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.60% | 0.62% | 0.64% | Q1 2019 | Q2 2019 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Revolve Wealth Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q2 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2019 | Q1 2019 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Atom Investors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
LGT Group Foundation | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Massachusetts Wealth Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KALMAR INVESTMENTS INC /DE/ | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2017 | Q1 2017 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ClearBridge Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
GO ETF SOLUTIONS LLP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q4 2017 | Q4 2017 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Vestcor Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Kaizen Advisory, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
REGIONS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2018 | Q3 2018 | 1 |
Advantage Alpha Capital Partners LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2023 | Q3 2023 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Versor Investments LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
R.P. Boggs & Co. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2016 | Q2 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
MML INVESTORS SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
JUNCTURE WEALTH STRATEGIES, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
Redwood Investments, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2019 | Q1 2019 | 1 |
Ibex Investors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FIRST MANHATTAN CO. LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CIGNA INVESTMENTS INC /NEW | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Timpani Capital Management LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2019 | Q1 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
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This page lists all the filers that currently own NOVANTA INC or have owned NOVANTA INC in the past.