Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 23 | 23 | 0.00% | 0.01% | 0.10% | Q1 2018 | Q3 2023 | 69 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 66 |
WOLVERINE TRADING, LLC | 16 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 65 |
ROYAL BANK OF CANADA | 23 | 23 | 0.00% | 0.21% | 0.79% | Q1 2018 | Q3 2023 | 64 |
Walleye Trading LLC | 23 | 23 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 62 |
Cutler Group LLC / CA | 12 | 8 | 0.00% | 0.01% | 0.14% | Q1 2018 | Q3 2023 | 57 |
CITIGROUP INC | 23 | 23 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 54 |
BANK OF MONTREAL /CAN/ | 20 | 2 | 0.00% | 0.19% | 0.58% | Q1 2018 | Q3 2023 | 51 |
BARCLAYS PLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 51 |
D. E. Shaw & Co., Inc. | 23 | 23 | 0.00% | 0.03% | 0.13% | Q1 2018 | Q3 2023 | 48 |
JANE STREET GROUP, LLC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 45 |
BANK OF AMERICA CORP /DE/ | 23 | 23 | 0.00% | 0.03% | 0.15% | Q1 2018 | Q3 2023 | 42 |
PEAK6 Investments LLC | 14 | 2 | 0.00% | 0.02% | 0.36% | Q3 2018 | Q3 2023 | 42 |
Parallax Volatility Advisers, L.P. | 18 | 1 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 41 |
CIBC WORLD MARKET INC. | 23 | 23 | 0.00% | 0.97% | 1.66% | Q1 2018 | Q3 2023 | 38 |
GOLDMAN SACHS GROUP INC | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 37 |
UBS Group AG | 23 | 23 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 34 |
CREDIT SUISSE AG/ | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 14 | 8 | 0.01% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 34 |
M&T BANK CORP | 23 | 23 | 0.00% | 0.05% | 0.14% | Q1 2018 | Q3 2023 | 32 |
MILLENNIUM MANAGEMENT LLC | 15 | 2 | 0.00% | 0.03% | 0.11% | Q1 2018 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 23 | 23 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2023 | 29 |
HSBC HOLDINGS PLC | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.27% | 0.62% | 1.62% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA SECURITIES, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 27 |
Polar Asset Management Partners Inc. | 16 | 2 | 0.00% | 0.08% | 0.44% | Q4 2018 | Q3 2023 | 25 |
WELLS FARGO & COMPANY/MN | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.02% | 0.06% | 0.14% | Q1 2018 | Q4 2023 | 24 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.00% | 0.25% | 0.62% | Q1 2018 | Q3 2023 | 24 |
Candriam S.C.A. | 23 | 23 | 0.01% | 0.03% | 0.18% | Q1 2018 | Q3 2023 | 24 |
Somerset Trust Co | 24 | 24 | 0.29% | 0.50% | 0.83% | Q1 2018 | Q4 2023 | 24 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 23 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 23 | 23 | 0.22% | 0.30% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 23 | 23 | 0.01% | 0.08% | 0.23% | Q1 2018 | Q3 2023 | 23 |
STATE STREET CORP | 23 | 23 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 23 |
FIL Ltd | 23 | 23 | 0.00% | 0.53% | 1.40% | Q1 2018 | Q3 2023 | 23 |
AXA S.A. | 23 | 23 | 0.01% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Sicart Associates LLC | 23 | 23 | 1.78% | 3.25% | 4.99% | Q1 2018 | Q3 2023 | 23 |
LAZARD ASSET MANAGEMENT LLC | 23 | 23 | 0.02% | 0.05% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Scheer, Rowlett & Associates Investment Management Ltd. | 23 | 23 | 2.58% | 4.17% | 6.29% | Q1 2018 | Q3 2023 | 23 |
WEATHERLY ASSET MANAGEMENT L. P. | 23 | 23 | 0.18% | 0.33% | 0.47% | Q1 2018 | Q3 2023 | 23 |
Capital Research Global Investors | 23 | 23 | 0.02% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 23 |
SKBA CAPITAL MANAGEMENT LLC | 23 | 23 | 0.91% | 2.26% | 3.19% | Q1 2018 | Q3 2023 | 23 |
DORCHESTER WEALTH MANAGEMENT Co | 23 | 23 | 0.12% | 0.19% | 0.28% | Q1 2018 | Q3 2023 | 23 |
NATIXIS ADVISORS, L.P. | 23 | 23 | 0.01% | 0.05% | 0.19% | Q1 2018 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 23 | 23 | 0.00% | 0.17% | 0.46% | Q1 2018 | Q3 2023 | 23 |
SEI INVESTMENTS CO | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
LONDON CO OF VIRGINIA | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
LETKO, BROSSEAU & ASSOCIATES INC | 23 | 23 | 0.73% | 2.32% | 3.64% | Q1 2018 | Q3 2023 | 23 |
DODGE & COX | 23 | 23 | 0.30% | 0.49% | 0.67% | Q1 2018 | Q3 2023 | 23 |
LOGAN CAPITAL MANAGEMENT INC | 23 | 23 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q3 2023 | 23 |
REGIONS FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
TORONTO DOMINION BANK | 23 | 23 | 0.09% | 0.45% | 0.85% | Q1 2018 | Q3 2023 | 23 |
Connor, Clark & Lunn Investment Management Ltd. | 23 | 23 | 0.57% | 1.09% | 1.99% | Q1 2018 | Q3 2023 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 23 |
VAN STRUM & TOWNE INC. | 23 | 23 | 0.25% | 0.40% | 0.54% | Q1 2018 | Q3 2023 | 23 |
CREDIT AGRICOLE S A | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
BOURNE LENT ASSET MANAGEMENT INC | 23 | 23 | 0.59% | 1.03% | 1.58% | Q1 2018 | Q3 2023 | 23 |
Investors Research Corp | 23 | 23 | 0.35% | 0.59% | 0.84% | Q1 2018 | Q3 2023 | 23 |
VANGUARD GROUP INC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
DF DENT & CO INC | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Alberta Investment Management Corp | 23 | 23 | 0.07% | 0.53% | 1.43% | Q1 2018 | Q3 2023 | 23 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Harbor Advisors LLC | 23 | 23 | 0.16% | 0.29% | 0.42% | Q1 2018 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q3 2023 | 23 |
CIDEL ASSET MANAGEMENT INC | 23 | 23 | 0.81% | 2.40% | 4.11% | Q1 2018 | Q3 2023 | 23 |
Invesco Ltd. | 23 | 23 | 0.01% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.01% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
APG Asset Management N.V. | 23 | 23 | 0.06% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 23 | 23 | 0.05% | 0.12% | 0.23% | Q1 2018 | Q3 2023 | 23 |
FRANKLIN RESOURCES INC | 23 | 23 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
MORGAN STANLEY | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
MML INVESTORS SERVICES, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
STATE OF WISCONSIN INVESTMENT BOARD | 23 | 23 | 0.01% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Epoch Investment Partners, Inc. | 23 | 23 | 0.42% | 0.69% | 1.28% | Q1 2018 | Q3 2023 | 23 |
Asset Dedication, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
ALLIANCEBERNSTEIN L.P. | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Gulf International Bank (UK) Ltd | 23 | 23 | 0.01% | 0.02% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Birch Hill Investment Advisors LLC | 23 | 23 | 0.05% | 0.84% | 1.23% | Q1 2018 | Q3 2023 | 23 |
Hikari Power Ltd | 23 | 23 | 1.25% | 1.79% | 2.25% | Q1 2018 | Q3 2023 | 23 |
SVB WEALTH LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
ASSETMARK, INC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SHUFRO ROSE & CO LLC | 23 | 23 | 0.42% | 0.77% | 1.18% | Q1 2018 | Q3 2023 | 23 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 23 | 23 | 0.03% | 0.41% | 1.03% | Q1 2018 | Q3 2023 | 23 |
Estabrook Capital Management | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
QUADRANT CAPITAL GROUP LLC | 23 | 23 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Group LLC | 23 | 23 | 0.06% | 0.08% | 0.11% | Q1 2018 | Q3 2023 | 23 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 23 | 23 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CANADA PENSION PLAN INVESTMENT BOARD | 23 | 23 | 0.00% | 0.18% | 0.56% | Q1 2018 | Q3 2023 | 23 |
Glassman Wealth Services | 23 | 23 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Burgundy Asset Management Ltd. | 23 | 23 | 0.05% | 0.88% | 2.02% | Q1 2018 | Q3 2023 | 23 |
Beutel, Goodman & Co Ltd. | 23 | 23 | 1.37% | 3.24% | 5.30% | Q1 2018 | Q3 2023 | 23 |
MARCO INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.04% | 0.09% | 0.15% | Q1 2018 | Q3 2023 | 23 |
PINNACLE ASSOCIATES LTD | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
GUARDIAN CAPITAL ADVISORS LP | 23 | 23 | 1.50% | 1.86% | 2.89% | Q1 2018 | Q3 2023 | 23 |
Russell Investments Group, Ltd. | 23 | 23 | 0.00% | 0.06% | 0.13% | Q1 2018 | Q3 2023 | 23 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 23 | 23 | 0.00% | 0.21% | 0.55% | Q1 2018 | Q3 2023 | 23 |
US BANCORP \DE\ | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Moors & Cabot, Inc. | 23 | 23 | 0.17% | 0.26% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Cambridge Investment Research Advisors, Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
FMR LLC | 23 | 23 | 0.03% | 0.09% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Creative Planning | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
EARNEST PARTNERS LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
ENVESTNET ASSET MANAGEMENT INC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.22% | 0.51% | 1.01% | Q1 2018 | Q3 2023 | 23 |
FIFTH THIRD BANCORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
GEODE CAPITAL MANAGEMENT, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 23 | 0.06% | 0.79% | 1.36% | Q1 2018 | Q3 2023 | 23 |
1832 Asset Management L.P. | 23 | 23 | 0.51% | 0.72% | 0.93% | Q1 2018 | Q3 2023 | 23 |
GABELLI FUNDS LLC | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Crossmark Global Holdings, Inc. | 23 | 23 | 0.03% | 0.07% | 0.28% | Q1 2018 | Q3 2023 | 23 |
D.A. DAVIDSON & CO. | 23 | 23 | 0.01% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.42% | 1.28% | 1.84% | Q1 2018 | Q3 2023 | 23 |
NISA INVESTMENT ADVISORS, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 23 | 23 | 0.00% | 0.29% | 1.00% | Q1 2018 | Q3 2023 | 23 |
MOODY NATIONAL BANK TRUST DIVISION | 23 | 23 | 0.03% | 0.10% | 0.14% | Q1 2018 | Q3 2023 | 23 |
CENTRAL TRUST Co | 23 | 23 | 0.00% | 0.03% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Addenda Capital Inc. | 23 | 23 | 0.07% | 1.82% | 4.64% | Q1 2018 | Q3 2023 | 23 |
Hillsdale Investment Management Inc. | 23 | 23 | 0.02% | 0.82% | 2.42% | Q1 2018 | Q3 2023 | 23 |
BANK OF NOVA SCOTIA TRUST CO | 23 | 23 | 0.79% | 1.47% | 2.30% | Q1 2018 | Q3 2023 | 23 |
Korea Investment CORP | 23 | 23 | 0.02% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 23 |
BlackRock Inc. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Legal & General Group Plc | 23 | 23 | 0.04% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
JARISLOWSKY, FRASER Ltd | 23 | 23 | 0.13% | 2.56% | 4.23% | Q1 2018 | Q3 2023 | 23 |
INTACT INVESTMENT MANAGEMENT INC. | 23 | 23 | 1.35% | 2.04% | 2.97% | Q1 2018 | Q3 2023 | 23 |
CIBC Asset Management Inc | 23 | 23 | 1.40% | 1.89% | 2.44% | Q1 2018 | Q3 2023 | 23 |
LPL Financial LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
S&CO INC | 23 | 23 | 0.06% | 0.11% | 0.16% | Q1 2018 | Q3 2023 | 23 |
GUARDIAN CAPITAL LP | 23 | 23 | 0.47% | 1.01% | 1.89% | Q1 2018 | Q3 2023 | 23 |
WealthTrust Axiom LLC | 23 | 23 | 0.85% | 1.53% | 2.06% | Q1 2018 | Q3 2023 | 23 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BARINGS LLC | 23 | 23 | 0.38% | 0.71% | 1.29% | Q1 2018 | Q3 2023 | 23 |
Swiss National Bank | 23 | 23 | 0.07% | 0.11% | 0.15% | Q1 2018 | Q3 2023 | 23 |
TD ASSET MANAGEMENT INC | 23 | 23 | 0.42% | 0.62% | 0.89% | Q1 2018 | Q3 2023 | 23 |
BANK OF NOVA SCOTIA | 23 | 23 | 0.59% | 0.91% | 1.79% | Q1 2018 | Q3 2023 | 23 |
DAVENPORT & Co LLC | 23 | 23 | 0.01% | 0.08% | 0.62% | Q1 2018 | Q3 2023 | 23 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 23 | 0.04% | 0.36% | 0.78% | Q1 2018 | Q3 2023 | 23 |
GRANDFIELD & DODD, LLC | 23 | 23 | 0.10% | 0.16% | 0.23% | Q1 2018 | Q3 2023 | 23 |
Bollard Group LLC | 23 | 23 | 0.21% | 0.32% | 0.53% | Q1 2018 | Q3 2023 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.03% | 0.08% | 0.17% | Q1 2018 | Q3 2023 | 23 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 23 | 23 | 0.00% | 0.24% | 1.06% | Q1 2018 | Q3 2023 | 23 |
Radnor Capital Management, LLC | 23 | 23 | 0.12% | 0.20% | 0.39% | Q1 2018 | Q3 2023 | 23 |
SCOTIA CAPITAL INC. | 23 | 23 | 0.57% | 0.84% | 1.28% | Q1 2018 | Q3 2023 | 23 |
Baird Financial Group, Inc. | 23 | 23 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 23 | 23 | 0.01% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Cubic Asset Management, LLC | 23 | 23 | 0.07% | 0.12% | 0.40% | Q1 2018 | Q3 2023 | 23 |
CORDA Investment Management, LLC. | 23 | 23 | 1.75% | 2.45% | 3.74% | Q1 2018 | Q3 2023 | 23 |
NORTHERN TRUST CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
HighTower Advisors, LLC | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
BECK MACK & OLIVER LLC | 23 | 23 | 0.22% | 0.36% | 0.50% | Q1 2018 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.14% | 0.45% | 0.96% | Q1 2018 | Q3 2023 | 23 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 23 | 23 | 0.14% | 0.22% | 0.30% | Q1 2018 | Q3 2023 | 23 |
BROWN BROTHERS HARRIMAN & CO | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Cadence Bank | 23 | 23 | 0.03% | 0.54% | 1.82% | Q1 2018 | Q3 2023 | 23 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 23 | 0.00% | 0.05% | 0.13% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
BERKLEY W R CORP | 23 | 23 | 1.55% | 2.69% | 4.88% | Q1 2018 | Q3 2023 | 23 |
Janney Montgomery Scott LLC | 23 | 23 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Advisors Asset Management, Inc. | 23 | 23 | 0.01% | 0.08% | 0.21% | Q1 2018 | Q3 2023 | 23 |
Allianz Asset Management GmbH | 23 | 23 | 0.02% | 0.06% | 0.11% | Q1 2018 | Q3 2023 | 23 |
COHEN & STEERS, INC. | 23 | 23 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 23 | 23 | 0.00% | 0.37% | 1.40% | Q1 2018 | Q3 2023 | 23 |
AVIVA PLC | 23 | 23 | 0.03% | 0.07% | 0.17% | Q1 2018 | Q3 2023 | 23 |
First Eagle Investment Management, LLC | 23 | 23 | 1.39% | 2.59% | 3.63% | Q1 2018 | Q3 2023 | 23 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 23 | 23 | 0.32% | 0.60% | 0.98% | Q1 2018 | Q3 2023 | 23 |
Nikko Asset Management Americas, Inc. | 23 | 23 | 0.04% | 0.30% | 1.20% | Q1 2018 | Q3 2023 | 23 |
Sumitomo Mitsui Trust Holdings, Inc. | 23 | 23 | 0.05% | 0.09% | 0.13% | Q1 2018 | Q3 2023 | 23 |
JPMORGAN CHASE & CO | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Fruth Investment Management | 23 | 23 | 0.11% | 0.25% | 0.48% | Q1 2018 | Q3 2023 | 23 |
Cetera Advisors LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
Hikari Tsushin, Inc. | 14 | 8 | 0.06% | 0.10% | 0.15% | Q1 2018 | Q3 2023 | 22 |
DEAN INVESTMENT ASSOCIATES, LLC | 22 | 22 | 0.19% | 0.48% | 0.90% | Q1 2018 | Q2 2023 | 22 |
MACKENZIE FINANCIAL CORP | 22 | 22 | 0.49% | 0.97% | 1.53% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 19 | 3 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 22 |
WESTPORT ASSET MANAGEMENT INC | 22 | 22 | 0.23% | 0.39% | 0.59% | Q2 2018 | Q3 2023 | 22 |
PCJ Investment Counsel Ltd. | 13 | 9 | 0.63% | 1.63% | 3.14% | Q1 2018 | Q3 2023 | 22 |
Close Asset Management Ltd | 22 | 22 | 0.01% | 0.18% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2023 | 22 |
Cardinal Capital Management, Inc. | 22 | 22 | 0.00% | 0.54% | 1.47% | Q2 2018 | Q3 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 14 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Onex Canada Asset Management Inc. | 22 | 22 | 0.72% | 1.18% | 1.61% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
CoreCommodity Management, LLC | 16 | 6 | 0.13% | 1.10% | 2.34% | Q1 2018 | Q3 2023 | 22 |
Lowe Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.09% | 0.63% | Q1 2018 | Q2 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.05% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Mn Services Vermogensbeheer B.V. | 12 | 10 | 0.13% | 0.20% | 0.29% | Q1 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LEVEL FOUR ADVISORY SERVICES, LLC | 17 | 5 | 0.03% | 0.06% | 0.17% | Q1 2018 | Q3 2023 | 22 |
Private Advisor Group, LLC | 19 | 3 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 21 | 1 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 22 |
Cascade Investment Advisors, Inc. | 22 | 22 | 0.33% | 1.28% | 1.93% | Q2 2018 | Q3 2023 | 22 |
Berkeley Capital Partners, LLC | 12 | 10 | 0.10% | 0.35% | 0.66% | Q1 2018 | Q3 2023 | 22 |
SIG North Trading, ULC | 8 | 8 | 0.14% | 0.86% | 1.94% | Q4 2021 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
D.B. Root & Company, LLC | 22 | 22 | 0.26% | 0.44% | 0.67% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Lesa Sroufe & Co | 17 | 5 | 2.65% | 3.76% | 5.25% | Q1 2018 | Q3 2023 | 22 |
CWM, LLC | 14 | 8 | 0.00% | 0.07% | 0.43% | Q1 2018 | Q3 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 22 |
QV Investors Inc. | 14 | 8 | 1.56% | 2.78% | 4.97% | Q1 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 22 |
FAIRFIELD, BUSH & CO. | 13 | 9 | 0.10% | 0.48% | 1.20% | Q1 2018 | Q3 2023 | 22 |
Kistler-Tiffany Companies, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.02% | 0.17% | Q1 2018 | Q2 2023 | 22 |
BESSEMER GROUP INC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 15 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
JENNISON ASSOCIATES LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.07% | 0.19% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 12 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
Sandy Spring Bank | 19 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
ROBERTS GLORE & CO INC /IL/ | 21 | 21 | 0.06% | 0.18% | 0.47% | Q1 2018 | Q1 2023 | 21 |
Marble Harbor Investment Counsel, LLC | 12 | 9 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 21 |
MACQUARIE GROUP LTD | 14 | 2 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 21 |
SPROTT INC. | 21 | 21 | 0.01% | 0.11% | 0.22% | Q3 2018 | Q3 2023 | 21 |
Jefferies Group LLC | 9 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2022 | 21 |
CIBC Private Wealth Group, LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
NOMURA ASSET MANAGEMENT CO LTD | 14 | 7 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 21 |
Parsec Financial Management, Inc. | 21 | 21 | 0.29% | 0.67% | 1.21% | Q1 2018 | Q1 2023 | 21 |
NATIXIS | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Probity Advisors, Inc. | 11 | 2 | 0.15% | 0.28% | 0.38% | Q1 2018 | Q3 2023 | 21 |
LeJeune Puetz Investment Counsel LLC | 21 | 21 | 0.19% | 0.39% | 0.65% | Q1 2018 | Q1 2023 | 21 |
HUNTINGTON NATIONAL BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
JONES FINANCIAL COMPANIES LLLP | 12 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Clal Insurance Enterprises Holdings Ltd | 20 | 20 | 0.15% | 1.96% | 6.63% | Q4 2018 | Q3 2023 | 20 |
U S GLOBAL INVESTORS INC | 17 | 3 | 0.00% | 0.05% | 0.27% | Q2 2018 | Q3 2023 | 20 |
Pekin Hardy Strauss, Inc. | 12 | 8 | 0.02% | 0.22% | 0.45% | Q1 2018 | Q3 2023 | 20 |
OPPENHEIMER & CO INC | 12 | 8 | 0.01% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 20 |
Avior Wealth Management, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 20 | 20 | 0.33% | 0.76% | 1.15% | Q4 2018 | Q3 2023 | 20 |
Moerus Capital Management LLC | 20 | 20 | 8.01% | 11.50% | 16.19% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.05% | 0.12% | Q1 2018 | Q3 2023 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Black Creek Investment Management Inc. | 12 | 8 | 1.44% | 6.82% | 13.00% | Q1 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q4 2022 | 20 |
NWAM LLC | 9 | 2 | 0.01% | 0.07% | 0.12% | Q1 2018 | Q3 2023 | 20 |
COMERICA BANK | 20 | 20 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 20 |
Cumberland Partners Ltd | 20 | 20 | 0.03% | 0.28% | 0.74% | Q3 2018 | Q2 2023 | 20 |
CWA Asset Management Group, LLC | 20 | 20 | 0.03% | 0.44% | 1.13% | Q1 2018 | Q4 2022 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 1.81% | 2.99% | 5.00% | Q4 2018 | Q3 2023 | 20 |
Advisory Services Network, LLC | 12 | 8 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2023 | 20 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 3 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 19 |
Cannell & Co. | 11 | 1 | 0.03% | 0.81% | 1.83% | Q1 2018 | Q3 2023 | 19 |
AUA CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Hudock, Inc. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
BLB&B Advisors, LLC | 19 | 19 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
SHEPHERD KAPLAN KROCHUK, LLC | 19 | 19 | 0.08% | 0.32% | 0.62% | Q1 2018 | Q3 2022 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.17% | 0.65% | 1.47% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.13% | 0.21% | 0.32% | Q4 2018 | Q2 2023 | 19 |
AGF INVESTMENTS INC. | 19 | 19 | 0.61% | 1.05% | 1.84% | Q1 2018 | Q3 2022 | 19 |
American Portfolios Advisors | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 11 | 8 | 0.00% | 0.24% | 1.10% | Q1 2018 | Q3 2023 | 19 |
Larson Financial Group LLC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Credit Capital Investments LLC | 14 | 5 | 0.49% | 5.51% | 10.43% | Q4 2018 | Q3 2023 | 19 |
HARVEY CAPITAL MANAGEMENT INC | 10 | 1 | 0.09% | 2.04% | 2.74% | Q1 2018 | Q2 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 18 |
Venturi Wealth Management, LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 4 | 0.02% | 0.19% | 0.46% | Q1 2018 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 14 | 4 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.00% | 0.00% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 10 | 8 | 0.07% | 0.16% | 0.36% | Q1 2018 | Q1 2023 | 18 |
Keystone Financial Group | 10 | 8 | 0.04% | 0.08% | 0.17% | Q1 2018 | Q4 2022 | 18 |
Twin Tree Management, LP | 3 | 2 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q2 2023 | 18 |
Baystate Wealth Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Bruderman Asset Management, LLC | 18 | 18 | 0.58% | 0.75% | 0.97% | Q1 2018 | Q2 2022 | 18 |
Galibier Capital Management Ltd. | 18 | 18 | 6.05% | 9.10% | 12.04% | Q2 2019 | Q3 2023 | 18 |
TD Capital Management LLC | 13 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
Man Group plc | 11 | 1 | 0.00% | 0.10% | 0.34% | Q1 2018 | Q3 2023 | 18 |
K.J. Harrison & Partners Inc | 14 | 1 | 0.11% | 0.63% | 1.46% | Q1 2018 | Q3 2023 | 18 |
Mraz, Amerine & Associates, Inc. | 18 | 18 | 0.07% | 0.14% | 0.29% | Q2 2019 | Q3 2023 | 18 |
Bridgewater Associates | 9 | 9 | 0.00% | 0.07% | 0.18% | Q1 2018 | Q3 2023 | 18 |
Ninety One UK Ltd | 14 | 4 | 0.01% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 18 |
SHAPIRO CAPITAL MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 17 |
Capital International, Inc./CA/ | 10 | 7 | 0.01% | 0.16% | 0.42% | Q1 2018 | Q3 2023 | 17 |
Aspire Private Capital, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 17 | 17 | 0.01% | 0.22% | 0.51% | Q1 2018 | Q1 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.04% | 0.41% | 0.91% | Q4 2019 | Q4 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 2 | 0.00% | 0.09% | 0.25% | Q3 2018 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q1 2022 | 17 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 17 |
Gemmer Asset Management LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Capital International Investors | 10 | 7 | 0.03% | 0.23% | 0.79% | Q1 2018 | Q3 2023 | 17 |
NN Investment Partners Holdings N.V. | 17 | 17 | 0.02% | 0.15% | 0.34% | Q1 2018 | Q1 2022 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.15% | 0.22% | 0.33% | Q1 2018 | Q1 2022 | 17 |
Diversified Investment Strategies, LLC | 17 | 17 | 0.24% | 4.47% | 7.23% | Q3 2019 | Q3 2023 | 17 |
Truvestments Capital LLC | 8 | 1 | 0.01% | 0.03% | 0.12% | Q3 2018 | Q3 2023 | 17 |
TOWNSQUARE CAPITAL LLC | 17 | 17 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 17 |
AGF Investments America Inc. | 17 | 17 | 0.43% | 0.63% | 1.51% | Q1 2018 | Q1 2022 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 17 |
American National Registered Investment Advisor, Inc. | 17 | 17 | 0.17% | 0.27% | 0.39% | Q1 2018 | Q1 2022 | 17 |
BOKF, NA | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2023 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 1 | 0.00% | 0.11% | 0.27% | Q2 2019 | Q3 2023 | 17 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 10 | 7 | 0.08% | 0.14% | 0.20% | Q1 2018 | Q1 2023 | 17 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 17 |
V Wealth Advisors LLC | 9 | 8 | 0.03% | 0.07% | 0.14% | Q1 2018 | Q1 2023 | 17 |
INTRUST BANK NA | 17 | 17 | 0.08% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.01% | 0.17% | 0.44% | Q4 2018 | Q4 2022 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Euro Pacific Asset Management, LLC | 16 | 16 | 0.99% | 2.30% | 3.93% | Q4 2019 | Q3 2023 | 16 |
AE Wealth Management LLC | 12 | 4 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 16 |
SAGE FINANCIAL GROUP INC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.02% | 0.17% | 0.39% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.68% | 1.12% | 2.10% | Q1 2018 | Q4 2021 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 16 | 16 | 0.12% | 5.57% | 10.66% | Q2 2018 | Q1 2022 | 16 |
NORGES BANK | 16 | 16 | 0.01% | 0.08% | 0.16% | Q1 2019 | Q4 2022 | 16 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 11 | 5 | 0.46% | 1.36% | 2.35% | Q1 2018 | Q1 2022 | 16 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 10 | 6 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 16 |
W.G. Shaheen & Associates DBA Whitney & Co | 16 | 16 | 0.72% | 1.49% | 2.22% | Q1 2018 | Q4 2021 | 16 |
AMF Tjanstepension AB | 13 | 3 | 0.06% | 0.41% | 1.14% | Q1 2018 | Q3 2023 | 16 |
Financial Sense Advisors, Inc. | 9 | 2 | 0.16% | 0.50% | 1.14% | Q1 2018 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 16 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
WESTPAC BANKING CORP | 16 | 16 | 0.03% | 0.12% | 0.28% | Q3 2019 | Q2 2023 | 16 |
BLUESTEIN R H & CO LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 16 |
Capital Investment Counsel, Inc | 8 | 1 | 0.04% | 0.12% | 0.23% | Q1 2018 | Q3 2023 | 16 |
B. Riley Wealth Advisors, Inc. | 10 | 6 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 16 |
SG Americas Securities, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 9 | 7 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q2 2023 | 16 |
Manchester Capital Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
WHITTIER TRUST CO | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 16 |
AdvisorNet Financial, Inc | 15 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q2 2023 | 16 |
Ameritas Investment Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 2 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 16 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Laird Norton Wetherby Wealth Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 15 |
Tradewinds Capital Management, LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2023 | 15 |
IMA Wealth, Inc. | 12 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 15 |
CAPITAL INTERNATIONAL LTD /CA/ | 10 | 5 | 0.09% | 0.63% | 1.26% | Q1 2018 | Q1 2023 | 15 |
ARGA Investment Management, LP | 13 | 2 | 0.15% | 3.65% | 8.17% | Q4 2018 | Q3 2023 | 15 |
Jacobi Capital Management LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Sonora Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
Valeo Financial Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2021 | 15 |
Capital International Sarl | 10 | 5 | 0.07% | 0.69% | 2.04% | Q1 2018 | Q1 2023 | 15 |
Gradient Investments LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
Point72 Asset Management, L.P. | 5 | 2 | 0.01% | 0.08% | 0.30% | Q1 2018 | Q3 2023 | 15 |
AMUNDI ASSET MANAGEMENT US, INC. | 13 | 13 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q1 2021 | 15 |
SIMON QUICK ADVISORS, LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q3 2022 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.00% | 0.08% | 0.24% | Q4 2019 | Q3 2023 | 15 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 15 | 0.00% | 0.04% | 0.07% | Q1 2018 | Q3 2021 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 6 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 10 | 5 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 15 |
GAM Holding AG | 15 | 15 | 0.12% | 0.59% | 0.88% | Q1 2018 | Q3 2021 | 15 |
Claret Asset Management Corp | 8 | 1 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 15 |
USS Investment Management Ltd | 15 | 15 | 0.03% | 0.08% | 0.12% | Q1 2020 | Q3 2023 | 15 |
AMP Capital Investors Ltd | 15 | 15 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q3 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BREWIN DOLPHIN LTD | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 15 |
First Command Bank | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2021 | 15 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 7 | 0.07% | 1.80% | 3.00% | Q3 2018 | Q3 2022 | 15 |
M&G INVESTMENT MANAGEMENT LTD | 15 | 15 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q2 2023 | 15 |
abrdn plc | 15 | 15 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2021 | 15 |
TERRIL BROTHERS, INC. | 9 | 6 | 1.22% | 3.26% | 4.76% | Q1 2018 | Q1 2022 | 15 |
First Command Financial Services, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 15 |
Yorktown Management & Research Co Inc | 12 | 3 | 0.08% | 0.36% | 0.68% | Q1 2018 | Q3 2023 | 15 |
Robertson Opportunity Capital, LLC | 15 | 15 | 0.52% | 2.68% | 6.06% | Q1 2020 | Q3 2023 | 15 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 14 | 14 | 0.01% | 0.44% | 0.93% | Q2 2020 | Q3 2023 | 14 |
PICTET ASSET MANAGEMENT LTD | 14 | 14 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q2 2021 | 14 |
Renaissance Technologies | 6 | 1 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 14 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2022 | 14 |
Trexquant Investment LP | 7 | 1 | 0.09% | 0.18% | 0.25% | Q3 2018 | Q2 2023 | 14 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.06% | 0.24% | Q4 2018 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Carmignac Gestion | 14 | 14 | 0.02% | 0.44% | 1.83% | Q1 2018 | Q2 2021 | 14 |
ASSOCIATED BANC-CORP | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 14 |
USCA RIA LLC | 14 | 14 | 0.06% | 0.11% | 0.15% | Q1 2018 | Q2 2021 | 14 |
FIRST TRUST ADVISORS LP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Capital World Investors | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 14 |
Cutter & CO Brokerage, Inc. | 14 | 14 | 0.59% | 0.83% | 1.18% | Q1 2018 | Q2 2021 | 14 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.03% | 0.14% | Q1 2018 | Q2 2022 | 14 |
Verition Fund Management LLC | 6 | 1 | 0.00% | 0.17% | 2.06% | Q1 2019 | Q3 2023 | 14 |
ING GROEP NV | 11 | 3 | 0.00% | 0.18% | 0.42% | Q1 2018 | Q3 2021 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 14 | 0.02% | 0.15% | 0.62% | Q2 2020 | Q3 2023 | 14 |
Amundi | 10 | 10 | 0.00% | 0.05% | 0.11% | Q2 2021 | Q3 2023 | 14 |
QS Investors, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2021 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Fosun International Ltd | 14 | 14 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q1 2022 | 14 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 14 |
Achmea Investment Management B.V. | 7 | 6 | 0.04% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.02% | 0.13% | Q1 2018 | Q3 2023 | 13 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 4 | 0.04% | 0.63% | 1.62% | Q2 2018 | Q4 2022 | 13 |
Ilmarinen Mutual Pension Insurance Co | 13 | 13 | 0.08% | 0.15% | 0.28% | Q3 2019 | Q3 2022 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 2 | 0.00% | 0.03% | 0.10% | Q2 2020 | Q4 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 13 |
J. Goldman & Co LP | 6 | 2 | 0.03% | 0.39% | 1.77% | Q1 2018 | Q1 2020 | 13 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.04% | 0.27% | Q3 2018 | Q2 2023 | 13 |
Morningstar Investment Services LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 13 |
Congress Park Capital LLC | 8 | 5 | 0.10% | 0.25% | 0.34% | Q1 2018 | Q3 2022 | 13 |
Gotham Asset Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q1 2019 | Q2 2023 | 13 |
JACKSON SQUARE CAPITAL, LLC | 13 | 13 | 0.05% | 0.25% | 0.48% | Q1 2020 | Q1 2023 | 13 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.01% | 0.15% | 0.41% | Q2 2018 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 13 |
Nuveen Asset Management, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
Saturna Capital CORP | 9 | 4 | 0.01% | 0.21% | 0.36% | Q1 2018 | Q3 2023 | 13 |
Capital Analysts, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Manning & Napier Group, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 12 |
Hexavest Inc. | 12 | 12 | 0.02% | 0.32% | 0.57% | Q4 2018 | Q3 2021 | 12 |
SMITH, MOORE & CO. | 12 | 12 | 0.04% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 12 |
BFSG, LLC | 12 | 12 | 0.22% | 0.33% | 0.47% | Q4 2020 | Q3 2023 | 12 |
THOMAS WHITE INTERNATIONAL LTD | 9 | 3 | 0.36% | 0.52% | 0.64% | Q1 2018 | Q2 2023 | 12 |
Ironsides Asset Advisors, LLC | 12 | 12 | 0.08% | 0.24% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier Asset Management (Europe) Ltd | 9 | 1 | 0.02% | 0.04% | 0.13% | Q1 2018 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
First Pacific Financial | 12 | 12 | 0.32% | 0.43% | 0.56% | Q4 2020 | Q3 2023 | 12 |
JT Stratford LLC | 12 | 12 | 0.10% | 0.16% | 0.24% | Q3 2020 | Q2 2023 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Gilman Hill Asset Management, LLC | 12 | 12 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q2 2023 | 12 |
State of Tennessee, Treasury Department | 10 | 2 | 0.07% | 0.12% | 0.17% | Q1 2018 | Q3 2023 | 12 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.11% | 0.32% | Q1 2018 | Q4 2022 | 12 |
Point View Wealth Management, Inc. | 12 | 12 | 0.33% | 0.53% | 0.69% | Q1 2018 | Q4 2020 | 12 |
TRUSTCORE FINANCIAL SERVICES, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
JCIC Asset Management Inc. | 9 | 3 | 0.00% | 1.87% | 2.64% | Q1 2018 | Q3 2022 | 12 |
Tacita Capital Inc | 12 | 12 | 0.14% | 0.30% | 0.63% | Q4 2020 | Q3 2023 | 12 |
PRUDENTIAL PLC | 7 | 5 | 0.01% | 0.14% | 0.42% | Q1 2018 | Q1 2022 | 12 |
Community Bank, N.A. | 11 | 1 | 0.00% | 0.04% | 0.08% | Q1 2018 | Q3 2021 | 12 |
MONECO Advisors, LLC | 12 | 12 | 0.17% | 0.22% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Oakworth Capital, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 0.81% | 1.43% | 2.12% | Q4 2020 | Q3 2023 | 12 |
Aperio Group, LLC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q4 2020 | 12 |
180 WEALTH ADVISORS, LLC | 11 | 11 | 0.08% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Avalon Investment & Advisory | 8 | 3 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2021 | 11 |
GHP Investment Advisors, Inc. | 8 | 1 | 0.00% | 0.11% | 0.18% | Q1 2018 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ETRADE Capital Management LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2020 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.00% | 0.03% | 0.04% | Q1 2018 | Q3 2020 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 11 | 11 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Walleye Capital LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q2 2022 | Q3 2023 | 11 |
NICOLA WEALTH MANAGEMENT LTD. | 8 | 3 | 0.25% | 0.96% | 1.42% | Q1 2018 | Q3 2021 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 0.92% | 1.23% | 1.85% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.15% | 0.54% | Q4 2019 | Q2 2023 | 11 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Cadence Wealth Management LLC | 11 | 11 | 0.18% | 0.29% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Quadrature Capital Ltd | 6 | 1 | 0.03% | 0.56% | 1.56% | Q3 2018 | Q2 2023 | 11 |
Anson Funds Management LP | 7 | 4 | 0.05% | 0.30% | 0.99% | Q2 2020 | Q3 2023 | 11 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 1 | 0.00% | 0.25% | 0.69% | Q4 2018 | Q4 2022 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Timber Creek Capital Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Partnervest Advisory Services LLC | 11 | 11 | 0.08% | 0.15% | 0.21% | Q1 2018 | Q3 2020 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
CENTAURUS FINANCIAL, INC. | 8 | 3 | 0.03% | 0.09% | 0.12% | Q1 2018 | Q3 2023 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 5 | 0.00% | 0.12% | 0.24% | Q3 2020 | Q2 2023 | 11 |
Kestra Advisory Services, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 11 |
SevenBridge Financial Group, LLC | 6 | 5 | 0.00% | 0.20% | 0.56% | Q1 2018 | Q3 2023 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 11 |
E&G Advisors, LP | 10 | 1 | 0.06% | 0.08% | 0.10% | Q3 2018 | Q3 2023 | 11 |
Ruffer LLP | 11 | 11 | 0.08% | 0.89% | 2.46% | Q3 2020 | Q1 2023 | 11 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Recurrent Investment Advisors LLC | 7 | 1 | 0.00% | 0.85% | 1.74% | Q4 2019 | Q3 2023 | 11 |
10-15 ASSOCIATES, INC. | 11 | 11 | 0.36% | 0.51% | 0.62% | Q1 2018 | Q3 2020 | 11 |
MGO ONE SEVEN LLC | 9 | 1 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 11 |
Regal Investment Advisors LLC | 10 | 1 | 0.05% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Cerity Partners LLC | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 11 |
Boston Partners | 11 | 11 | 0.00% | 0.42% | 0.88% | Q1 2018 | Q3 2020 | 11 |
RiverGlades Family Offices LLC | 6 | 4 | 0.18% | 0.24% | 0.31% | Q1 2021 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 9 | 1 | 1.53% | 3.15% | 4.51% | Q4 2020 | Q3 2023 | 10 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q3 2022 | 10 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 10 |
CPWM, LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q1 2018 | Q3 2022 | 10 |
Parkside Financial Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 10 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 10 | 10 | 0.18% | 0.29% | 0.39% | Q2 2021 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Canvas Wealth Advisors, LLC | 10 | 10 | 0.12% | 0.23% | 0.34% | Q1 2021 | Q2 2023 | 10 |
WHEATLAND ADVISORS INC | 10 | 10 | 1.36% | 2.10% | 2.56% | Q1 2018 | Q2 2020 | 10 |
Beech Hill Advisors, Inc. | 10 | 10 | 0.51% | 2.22% | 2.95% | Q1 2018 | Q2 2020 | 10 |
StoneX Group Inc. | 7 | 3 | 0.03% | 0.18% | 0.28% | Q1 2018 | Q4 2021 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 10 |
Wealthcare Advisory Partners LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 10 |
Endurance Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
OLD NATIONAL BANCORP /IN/ | 8 | 2 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 10 |
Private Capital Group, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Alaethes Wealth LLC | 10 | 10 | 0.42% | 0.65% | 1.04% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Bedell Frazier Investment Counselling, LLC | 6 | 4 | 1.18% | 1.67% | 2.13% | Q1 2018 | Q4 2021 | 10 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2021 | 10 |
Certified Advisory Corp | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2021 | 10 |
HOWLAND CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 10 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q4 2021 | 10 |
Garde Capital, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 10 | 10 | 0.01% | 0.35% | 0.83% | Q1 2018 | Q2 2020 | 10 |
WEXFORD CAPITAL LP | 4 | 2 | 0.08% | 0.51% | 1.76% | Q2 2018 | Q3 2022 | 10 |
Selective Wealth Management, Inc. | 7 | 1 | 0.01% | 0.01% | 0.06% | Q3 2018 | Q3 2022 | 10 |
Qtron Investments LLC | 9 | 1 | 0.05% | 0.18% | 0.32% | Q2 2019 | Q1 2023 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.12% | 0.47% | 0.56% | Q1 2018 | Q2 2020 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 7 | 1 | 0.53% | 2.03% | 6.00% | Q1 2018 | Q2 2022 | 10 |
HOWE & RUSLING INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Proquility Private Wealth Partners, LLC | 9 | 9 | 0.29% | 0.68% | 0.94% | Q1 2021 | Q1 2023 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
Daiwa Securities Group Inc. | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q1 2023 | 9 |
FIRST NATIONAL TRUST CO | 8 | 1 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q1 2022 | 9 |
FDx Advisors, Inc. | 4 | 2 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q3 2022 | 9 |
OAK FAMILY ADVISORS, LLC | 9 | 9 | 0.25% | 1.11% | 2.30% | Q4 2020 | Q4 2022 | 9 |
BAHL & GAYNOR INC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 9 | 9 | 0.05% | 0.08% | 0.20% | Q1 2018 | Q1 2020 | 9 |
MBB PUBLIC MARKETS I LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 2 | 0.00% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 9 |
Cognios Capital, LLC | 9 | 9 | 0.16% | 0.21% | 0.33% | Q1 2018 | Q1 2020 | 9 |
Vectors Research Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2021 | 9 |
TWO SIGMA ADVISERS, LP | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q2 2023 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Heathbridge Capital Management Ltd. | 9 | 9 | 4.78% | 5.69% | 7.52% | Q1 2018 | Q1 2020 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.10% | 0.32% | Q3 2018 | Q1 2023 | 9 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 9 | 1.38% | 1.77% | 2.01% | Q1 2018 | Q1 2020 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 9 |
Jackson Hole Capital Partners, LLC | 9 | 9 | 0.92% | 1.33% | 1.89% | Q3 2021 | Q3 2023 | 9 |
Leelyn Smith, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Mondrian Investment Partners LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 9 |
MATHER GROUP, LLC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Artisan Partners Limited Partnership | 9 | 9 | 0.03% | 0.28% | 0.40% | Q1 2018 | Q1 2020 | 9 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
First Personal Financial Services | 9 | 9 | 0.18% | 0.34% | 0.48% | Q1 2018 | Q1 2020 | 9 |
MUFG Americas Holdings Corp | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2021 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 9 |
SOA Wealth Advisors, LLC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.02% | 0.08% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Artemis Investment Management LLP | 4 | 1 | 0.27% | 0.50% | 0.71% | Q3 2018 | Q4 2022 | 9 |
Sigma Planning Corp | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 9 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.09% | 0.27% | Q1 2018 | Q4 2022 | 9 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
CHELSEA COUNSEL CO | 9 | 9 | 0.15% | 0.47% | 0.68% | Q3 2021 | Q3 2023 | 9 |
GREENWOOD CAPITAL ASSOCIATES LLC | 9 | 9 | 0.66% | 1.09% | 2.07% | Q4 2020 | Q4 2022 | 9 |
Ipswich Investment Management Co., Inc. | 7 | 2 | 0.06% | 0.07% | 0.08% | Q3 2018 | Q1 2023 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
NewGen Asset Management Ltd | 3 | 1 | 0.70% | 4.09% | 7.97% | Q4 2020 | Q3 2023 | 8 |
Jolley Asset Management, LLC | 8 | 8 | 0.16% | 0.18% | 0.20% | Q2 2018 | Q1 2020 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q4 2019 | 8 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.08% | 0.17% | 0.31% | Q2 2019 | Q3 2021 | 8 |
Blueshift Asset Management, LLC | 2 | 1 | 0.04% | 0.14% | 0.23% | Q1 2019 | Q2 2023 | 8 |
Institute for Wealth Management, LLC. | 5 | 3 | 0.04% | 0.06% | 0.12% | Q4 2018 | Q3 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Vestmark Advisory Solutions, Inc. | 6 | 2 | 0.04% | 0.05% | 0.05% | Q2 2019 | Q2 2022 | 8 |
Minneapolis Portfolio Management Group, LLC | 8 | 8 | 4.03% | 4.74% | 5.07% | Q1 2018 | Q4 2019 | 8 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.06% | 0.18% | Q1 2018 | Q3 2023 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 8 |
SevenOneSeven Capital Management | 8 | 8 | 0.51% | 0.65% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Russell Clark Investment Management Ltd | 8 | 8 | 4.60% | 7.62% | 10.78% | Q1 2018 | Q4 2019 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8 | 8 | 0.14% | 0.23% | 0.28% | Q1 2018 | Q4 2019 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.02% | 0.04% | 0.04% | Q1 2018 | Q4 2019 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.03% | 0.34% | 0.51% | Q2 2021 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CIBC BANK USA | 8 | 8 | 0.04% | 0.09% | 0.11% | Q1 2018 | Q4 2019 | 8 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 8 |
PARNASSUS INVESTMENTS, LLC | 7 | 1 | 0.03% | 0.51% | 1.52% | Q1 2018 | Q3 2023 | 8 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
MONTRUSCO BOLTON INVESTMENTS INC. | 8 | 8 | 0.46% | 2.87% | 5.72% | Q1 2018 | Q4 2019 | 8 |
NewEdge Advisors, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 8 | 8 | 0.02% | 0.50% | 1.23% | Q1 2018 | Q4 2019 | 8 |
Vanguard Personalized Indexing Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
IPG Investment Advisors LLC | 4 | 4 | 1.16% | 1.86% | 3.32% | Q2 2020 | Q3 2023 | 8 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.01% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
PointState Capital LP | 4 | 1 | 0.08% | 0.79% | 2.22% | Q3 2018 | Q2 2023 | 8 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.03% | 0.18% | 0.66% | Q4 2019 | Q3 2023 | 8 |
TDAM USA INC. | 8 | 8 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q4 2019 | 8 |
Fractal Investments LLC | 8 | 8 | 0.34% | 0.46% | 0.58% | Q4 2021 | Q3 2023 | 8 |
American Research & Management Co. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Arlington Financial Advisors, LLC | 8 | 8 | 0.70% | 1.03% | 1.21% | Q1 2018 | Q4 2019 | 8 |
Otter Creek Advisors, LLC | 6 | 2 | 0.82% | 1.14% | 1.60% | Q2 2018 | Q2 2022 | 8 |
Faithward Advisors, LLC | 8 | 8 | 0.52% | 0.76% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.48% | 0.75% | 1.28% | Q4 2021 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.29% | 0.45% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.07% | 0.10% | 0.16% | Q1 2019 | Q4 2021 | 8 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2019 | 8 |
West Family Investments, Inc. | 8 | 8 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q1 2023 | 8 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2021 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 8 |
COBALT CAPITAL MANAGEMENT, INC. | 5 | 1 | 0.33% | 2.11% | 5.33% | Q1 2020 | Q1 2023 | 8 |
Voya Financial Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 1.57% | 2.00% | 2.62% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 8 | 8 | 0.00% | 0.10% | 0.65% | Q3 2021 | Q2 2023 | 8 |
Highstreet Asset Management Inc. | 8 | 8 | 2.20% | 3.51% | 4.02% | Q1 2018 | Q4 2019 | 8 |
FIDUCIARY MANAGEMENT INC /WI/ | 8 | 8 | 1.68% | 3.49% | 4.50% | Q1 2018 | Q4 2019 | 8 |
HALL LAURIE J TRUSTEE | 8 | 8 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q2 2022 | 8 |
HM Capital Management, LLC | 8 | 8 | 1.17% | 1.36% | 1.48% | Q1 2018 | Q4 2019 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.03% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
World Asset Management Inc | 8 | 8 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q4 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 1 | 0.01% | 0.16% | 0.28% | Q1 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.14% | 0.40% | 0.73% | Q4 2021 | Q3 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Weil Company, Inc. | 8 | 8 | 0.60% | 0.62% | 0.66% | Q1 2018 | Q4 2019 | 8 |
Soroban Capital Partners LP | 6 | 6 | 0.50% | 1.31% | 2.46% | Q4 2021 | Q1 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.25% | 0.41% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Column Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.14% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Capital Innovations LLC | 8 | 8 | 0.99% | 2.44% | 4.29% | Q1 2018 | Q4 2019 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
BURNS J W & CO INC/NY | 8 | 8 | 0.55% | 0.73% | 0.85% | Q1 2018 | Q4 2019 | 8 |
GOODWIN DANIEL L | 7 | 7 | 0.38% | 0.43% | 0.50% | Q1 2018 | Q3 2019 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 5 | 2 | 0.07% | 0.10% | 0.13% | Q1 2018 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Contrarius Investment Management Ltd | 7 | 7 | 0.12% | 0.57% | 1.32% | Q1 2022 | Q3 2023 | 7 |
Oxbow Advisors, LLC | 5 | 2 | 0.08% | 0.73% | 1.12% | Q2 2021 | Q1 2023 | 7 |
Meadow Creek Investment Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.12% | 0.20% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Clarus Wealth Advisors | 6 | 1 | 0.07% | 0.14% | 0.20% | Q1 2018 | Q1 2022 | 7 |
Horizon Investments, LLC | 5 | 2 | 0.04% | 0.09% | 0.19% | Q1 2018 | Q4 2019 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 7 |
Neuburgh Advisers LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
BNP Paribas Asset Management Holding S.A. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2022 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2022 | 7 |
FINANCIAL COUNSELORS INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Legacy Capital Partners, Inc. | 7 | 7 | 0.11% | 0.12% | 0.14% | Q3 2018 | Q1 2020 | 7 |
GOULD ASSET MANAGEMENT LLC /CA/ | 6 | 1 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q1 2023 | 7 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Heritage Trust Co | 4 | 3 | 0.01% | 0.10% | 0.24% | Q1 2018 | Q1 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.24% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.01% | 0.10% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.22% | 0.37% | 0.60% | Q3 2021 | Q1 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q1 2023 | 7 |
Old North State Trust, LLC | 5 | 1 | 0.00% | 0.07% | 0.16% | Q4 2018 | Q4 2021 | 7 |
Price Wealth, LLC | 7 | 7 | 0.11% | 0.21% | 0.28% | Q2 2018 | Q4 2019 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Greystone Managed Investments Inc. | 7 | 7 | 0.18% | 0.24% | 0.36% | Q1 2018 | Q3 2019 | 7 |
HBK Sorce Advisory LLC | 5 | 2 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 7 |
Marketfield Asset Management LLC | 7 | 7 | 0.88% | 1.52% | 1.84% | Q1 2018 | Q3 2019 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.07% | 0.10% | 0.19% | Q1 2022 | Q3 2023 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.03% | 0.24% | 0.41% | Q4 2018 | Q4 2022 | 7 |
Berman Capital Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.02% | 0.12% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Vontobel Holding Ltd. | 7 | 7 | 0.01% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Elkfork Partners LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Schechter Investment Advisors, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Compagnie Lombard Odier SCmA | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 7 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
OPUS INVESTMENT MANAGEMENT INC | 7 | 7 | 0.12% | 0.42% | 0.51% | Q4 2019 | Q2 2021 | 7 |
Operose Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 7 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 5 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.02% | 0.27% | 0.92% | Q1 2022 | Q3 2023 | 7 |
BB&T SECURITIES, LLC | 7 | 7 | 0.10% | 0.10% | 0.11% | Q1 2018 | Q3 2019 | 7 |
Harbour Capital Advisors, LLC | 7 | 7 | 0.14% | 0.25% | 0.50% | Q3 2020 | Q1 2022 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.12% | 0.28% | 0.41% | Q3 2021 | Q1 2023 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 6 | 1 | 1.52% | 2.22% | 2.86% | Q1 2021 | Q3 2023 | 7 |
GMT CAPITAL CORP | 6 | 1 | 0.23% | 2.06% | 3.30% | Q3 2021 | Q3 2023 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 2 | 0.01% | 0.44% | 0.86% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Glen Harbor Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.27% | 0.50% | Q2 2019 | Q2 2022 | 7 |
Crescent Grove Advisors, LLC | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2018 | Q3 2019 | 7 |
Caption Management, LLC | 2 | 1 | 0.03% | 0.09% | 0.23% | Q4 2018 | Q4 2022 | 7 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.20% | 0.60% | Q4 2019 | Q4 2022 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
GATEWAY INVESTMENT ADVISERS LLC | 7 | 7 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 7 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.08% | 0.13% | 0.16% | Q1 2018 | Q3 2019 | 7 |
PREMIER ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 7 |
JFS WEALTH ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Windsor Creek Advisors, LLC | 5 | 1 | 0.06% | 0.16% | 0.28% | Q4 2018 | Q1 2021 | 7 |
AMERICAN NATIONAL BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Summit Global Investments | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q3 2019 | 7 |
CastleKnight Management LP | 5 | 1 | 0.07% | 0.54% | 1.46% | Q4 2021 | Q2 2023 | 7 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 7 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q1 2023 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 7 |
Harvest Capital Strategies LLC | 7 | 7 | 0.50% | 2.84% | 5.95% | Q1 2018 | Q3 2019 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 7 |
Total Clarity Wealth Management, Inc. | 6 | 1 | 0.02% | 0.10% | 0.17% | Q4 2019 | Q4 2022 | 7 |
S.A. Mason LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2021 | Q3 2023 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
RDA Financial Network | 4 | 3 | 0.09% | 0.11% | 0.12% | Q1 2019 | Q3 2022 | 7 |
Covestor Ltd | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Coulter & Justus Financial Services, LLC | 6 | 1 | 0.15% | 0.21% | 0.30% | Q4 2021 | Q3 2023 | 7 |
Bienville Capital Management, LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q4 2019 | 7 |
Riggs Asset Managment Co. Inc. | 7 | 7 | 0.00% | 0.07% | 0.26% | Q3 2021 | Q1 2023 | 7 |
Perigon Wealth Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2011 | Q4 2022 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 6 | 6 | 0.00% | 0.12% | 0.54% | Q1 2018 | Q2 2019 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Phoenix Holdings Ltd. | 5 | 1 | 0.01% | 0.17% | 0.58% | Q3 2019 | Q1 2022 | 6 |
LUMINUS MANAGEMENT LLC | 5 | 1 | 0.02% | 0.09% | 0.25% | Q2 2018 | Q4 2019 | 6 |
Tidal Investments LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 5 | 1 | 0.01% | 0.09% | 0.14% | Q1 2018 | Q1 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 6 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 6 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q2 2019 | 6 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 6 |
Professional Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2022 | 6 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 6 | 6 | 0.23% | 0.69% | 1.23% | Q2 2022 | Q3 2023 | 6 |
Roble, Belko & Company, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Versor Investments LP | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q1 2022 | 6 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 2 | 0.92% | 1.29% | 1.64% | Q3 2020 | Q2 2022 | 6 |
STANSBERRY ASSET MANAGEMENT, LLC | 6 | 6 | 0.15% | 0.19% | 0.22% | Q2 2018 | Q3 2019 | 6 |
CAPITAL GUARDIAN TRUST CO | 6 | 6 | 0.19% | 0.28% | 0.58% | Q1 2018 | Q2 2019 | 6 |
Sheaff Brock Investment Advisors, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
OSSIAM | 6 | 6 | 0.01% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Delek Group, Ltd. | 6 | 6 | 0.26% | 0.71% | 1.01% | Q1 2018 | Q2 2019 | 6 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 6 |
TRUST CO OF VERMONT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.16% | 0.47% | Q4 2020 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NVWM, LLC | 6 | 6 | 0.00% | 0.21% | 0.36% | Q2 2021 | Q3 2022 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q1 2023 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.25% | 0.35% | 0.46% | Q2 2022 | Q3 2023 | 6 |
Paradiem, LLC | 6 | 6 | 0.24% | 0.32% | 0.41% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 6 |
MRA Advisory Group | 6 | 6 | 0.21% | 0.28% | 0.41% | Q2 2022 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
ANTIPODES PARTNERS Ltd | 5 | 1 | 0.02% | 1.63% | 2.43% | Q4 2021 | Q3 2023 | 6 |
LS Investment Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.02% | 0.12% | Q1 2018 | Q3 2023 | 6 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 1 | 0.12% | 0.14% | 0.19% | Q4 2018 | Q4 2021 | 6 |
Cribstone Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Signature Wealth Management Group | 6 | 6 | 0.99% | 1.86% | 2.27% | Q4 2019 | Q1 2021 | 6 |
BerganKDV Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.05% | 0.11% | 0.18% | Q2 2022 | Q3 2023 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Lapides Asset Management, LLC | 4 | 2 | 0.04% | 0.09% | 0.12% | Q2 2018 | Q4 2019 | 6 |
Sound View Wealth Advisors Group, LLC | 6 | 6 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Alpha Omega Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.03% | 0.64% | 0.88% | Q3 2018 | Q4 2021 | 6 |
ArrowMark Colorado Holdings LLC | 6 | 6 | 0.03% | 0.10% | 0.13% | Q1 2018 | Q2 2019 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
Pinnacle Bancorp, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 6 |
State of Wyoming | 4 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 1.20% | 1.38% | 1.62% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisors, Inc. | 6 | 6 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2019 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.06% | 0.11% | 0.21% | Q3 2018 | Q2 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Regency Capital Management Inc.\DE | 4 | 2 | 0.21% | 1.22% | 1.92% | Q3 2021 | Q3 2023 | 6 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.08% | 0.44% | Q2 2018 | Q1 2022 | 6 |
AMG National Trust Bank | 6 | 6 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q4 2021 | 6 |
Proficio Capital Partners LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 6 |
CHESAPEAKE ASSET MANAGEMENT LLC | 6 | 6 | 0.33% | 0.81% | 1.37% | Q1 2018 | Q2 2019 | 6 |
HEARTLAND ADVISORS INC | 6 | 6 | 0.28% | 0.30% | 0.33% | Q1 2018 | Q2 2019 | 6 |
Mawer Investment Management Ltd. | 6 | 6 | 1.01% | 1.22% | 1.36% | Q1 2018 | Q2 2019 | 6 |
First PREMIER Bank | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2019 | 6 |
Covington Capital Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 6 |
Live Oak Private Wealth LLC | 6 | 6 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Premier Fund Managers Ltd | 6 | 6 | 0.28% | 0.42% | 0.58% | Q1 2021 | Q2 2022 | 6 |
PITCAIRN CO | 4 | 2 | 0.04% | 0.05% | 0.08% | Q3 2020 | Q2 2022 | 6 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.54% | 0.76% | 1.06% | Q2 2020 | Q1 2022 | 6 |
ARMSTRONG HENRY H ASSOCIATES INC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Jade Capital Advisors, LLC | 1 | 1 | 1.28% | 2.78% | 4.09% | Q1 2020 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
1834 INVESTMENT ADVISORS CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 5 | 1 | 0.09% | 0.28% | 0.52% | Q2 2021 | Q4 2022 | 6 |
Financial Architects, Inc | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 6 |
MONETARY MANAGEMENT GROUP INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
J.W. COLE ADVISORS, INC. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Carolina Wealth Advisors, LLC | 6 | 6 | 0.13% | 0.19% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Concourse Capital Management, LLC | 3 | 3 | 1.83% | 2.36% | 2.98% | Q1 2018 | Q3 2018 | 6 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.21% | 0.69% | Q2 2018 | Q2 2021 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.10% | 0.20% | Q4 2019 | Q2 2022 | 6 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.25% | 1.32% | Q1 2018 | Q3 2019 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 6 |
Campbell & CO Investment Adviser LLC | 6 | 6 | 0.10% | 0.22% | 0.40% | Q3 2021 | Q4 2022 | 6 |
PM CAPITAL Ltd | 6 | 6 | 1.17% | 3.36% | 4.20% | Q2 2020 | Q3 2021 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Crestline Management, LP | 4 | 1 | 0.08% | 0.29% | 0.51% | Q4 2021 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 4 | 4 | 0.05% | 0.10% | 0.13% | Q1 2022 | Q4 2022 | 5 |
Americana Partners, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q1 2023 | 5 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 5 |
COMMUNITY TRUST & INVESTMENT CO | 5 | 5 | 0.91% | 1.07% | 1.21% | Q1 2018 | Q1 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Varma Mutual Pension Insurance Co | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 5 |
SG Capital Management LLC | 3 | 1 | 0.90% | 1.84% | 4.27% | Q3 2018 | Q1 2022 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 5 |
Uncommon Cents Investing LLC | 5 | 5 | 0.22% | 0.25% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Melqart Asset Management (UK) Ltd | 5 | 5 | 0.08% | 0.33% | 1.12% | Q1 2021 | Q1 2022 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.89% | 2.92% | 7.21% | Q4 2020 | Q4 2021 | 5 |
TEACHERS ADVISORS, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
JEPPSON WEALTH MANAGEMENT, LLC | 3 | 1 | 0.05% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 5 | 5 | 0.02% | 0.14% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Townsend & Associates, Inc | 5 | 5 | 1.23% | 2.25% | 3.15% | Q3 2022 | Q3 2023 | 5 |
Sandbar Asset Management LLP | 4 | 1 | 1.22% | 2.45% | 4.56% | Q4 2021 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
A.R.T. Advisors, LLC | 3 | 2 | 0.03% | 0.13% | 0.30% | Q3 2018 | Q4 2019 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 2.77% | 3.79% | 4.42% | Q2 2019 | Q2 2020 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
Rathbones Group PLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.11% | 0.18% | Q2 2018 | Q2 2019 | 5 |
BP CAPITAL FUND ADVISORS, LLC | 4 | 1 | 1.29% | 1.54% | 1.70% | Q1 2018 | Q3 2019 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 5 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2018 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Ancora Advisors LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zweig-DiMenna Associates LLC | 5 | 5 | 0.08% | 0.70% | 1.83% | Q1 2022 | Q1 2023 | 5 |
Banco de Sabadell, S.A | 4 | 1 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q4 2020 | 5 |
Parkside Investments, LLC | 5 | 5 | 0.21% | 0.65% | 1.04% | Q3 2022 | Q3 2023 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Worth Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Zuckerman Investment Group, LLC | 5 | 5 | 0.06% | 0.10% | 0.17% | Q3 2022 | Q3 2023 | 5 |
BRINKER CAPITAL INC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2019 | 5 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ANDERSON HOAGLAND & CO | 5 | 5 | 1.09% | 1.46% | 1.93% | Q1 2018 | Q1 2019 | 5 |
Covea Finance | 5 | 5 | 0.89% | 1.34% | 1.82% | Q4 2022 | Q4 2023 | 5 |
TILIA FIDUCIARY PARTNERS, INC. | 5 | 5 | 0.81% | 0.98% | 1.28% | Q3 2022 | Q3 2023 | 5 |
MAI Capital Management | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Sciencast Management LP | 2 | 1 | 0.32% | 0.41% | 0.57% | Q2 2020 | Q3 2023 | 5 |
Holocene Advisors, LP | 4 | 1 | 0.02% | 0.13% | 0.26% | Q1 2022 | Q2 2023 | 5 |
OneDigital Investment Advisors LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 5 |
Black Swift Group, LLC | 5 | 5 | 0.08% | 0.71% | 1.62% | Q4 2021 | Q4 2022 | 5 |
St. James Investment Advisors, LLC | 5 | 5 | 0.86% | 1.57% | 2.40% | Q4 2021 | Q4 2022 | 5 |
BROADVIEW ADVISORS LLC | 5 | 5 | 0.26% | 0.28% | 0.30% | Q1 2018 | Q1 2019 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 5 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.03% | 0.11% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Granite Investment Advisors, LLC | 5 | 5 | 0.58% | 1.56% | 1.94% | Q1 2018 | Q1 2019 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2018 | Q3 2023 | 5 |
Vestcor Inc | 5 | 5 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q1 2023 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.13% | 0.14% | 0.14% | Q3 2020 | Q3 2021 | 5 |
Natixis Investment Managers International | 3 | 2 | 0.58% | 1.47% | 2.58% | Q4 2020 | Q2 2022 | 5 |
SIR Capital Management, L.P. | 3 | 1 | 0.59% | 1.23% | 2.86% | Q1 2018 | Q2 2022 | 5 |
First Heartland Consultants, Inc. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
TCWP LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q1 2023 | 4 |
WISCONSIN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.69% | 1.46% | 1.99% | Q1 2022 | Q4 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Albar Capital Ltd | 4 | 4 | 1.07% | 2.61% | 5.72% | Q2 2021 | Q1 2022 | 4 |
C M BIDWELL & ASSOCIATES LTD | 4 | 4 | 0.04% | 0.10% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.32% | 0.37% | 0.42% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
GQG Partners LLC | 3 | 1 | 0.00% | 0.24% | 0.97% | Q1 2021 | Q1 2022 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Integrated Wealth Concepts LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Boundary Creek Advisors LP | 3 | 3 | 0.12% | 0.42% | 1.10% | Q3 2022 | Q1 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 0.26% | 0.30% | 0.33% | Q1 2020 | Q4 2020 | 4 |
Cinctive Capital Management LP | 3 | 1 | 0.06% | 0.10% | 0.20% | Q3 2021 | Q3 2022 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Resurgent Financial Advisors LLC | 3 | 1 | 0.20% | 0.27% | 0.33% | Q4 2021 | Q1 2023 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
HRS Investment Holdings, LLC | 4 | 4 | 0.32% | 0.37% | 0.40% | Q1 2018 | Q4 2018 | 4 |
Knights of Columbus Asset Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 3 | 1 | 0.02% | 0.14% | 0.21% | Q2 2022 | Q3 2023 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2018 | Q4 2018 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 4 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q4 2023 | 4 |
Morse Asset Management, Inc | 4 | 4 | 0.11% | 0.31% | 0.45% | Q1 2022 | Q4 2022 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.24% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
National Pension Service | 4 | 4 | 0.16% | 0.19% | 0.23% | Q2 2019 | Q1 2020 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 4 | 0.14% | 0.16% | 0.20% | Q2 2021 | Q1 2022 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Caldwell Investment Management Ltd. | 4 | 4 | 5.01% | 6.52% | 7.51% | Q4 2021 | Q3 2022 | 4 |
Arete Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 4 |
Peregrine Asset Advisers, Inc. | 3 | 1 | 0.18% | 0.20% | 0.21% | Q1 2018 | Q1 2022 | 4 |
Patten Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.01% | 0.04% | Q1 2018 | Q4 2018 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
NAVELLIER & ASSOCIATES INC | 4 | 4 | 0.80% | 0.93% | 1.02% | Q1 2022 | Q4 2022 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.10% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q4 2019 | 4 |
Banco Santander, S.A. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 4 |
HONEYWELL INTERNATIONAL INC | 4 | 4 | 0.65% | 0.76% | 0.88% | Q1 2018 | Q4 2018 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2020 | Q4 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.21% | 0.61% | Q4 2022 | Q3 2023 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.02% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 4 |
StrongBox Wealth, LLC | 4 | 4 | 0.15% | 0.25% | 0.45% | Q2 2022 | Q1 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.21% | Q4 2018 | Q3 2023 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Fusion Family Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Parsifal Capital Management, LP | 4 | 4 | 2.79% | 3.72% | 5.54% | Q2 2022 | Q1 2023 | 4 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 4 | 4 | 0.77% | 0.91% | 1.05% | Q4 2022 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Alken Asset Management Ltd | 3 | 1 | 0.00% | 0.39% | 1.58% | Q2 2022 | Q3 2023 | 4 |
Reitz Capital Advisors LLC | 1 | 1 | 0.09% | 0.13% | 0.18% | Q2 2020 | Q3 2023 | 4 |
BKA Wealth Consulting, Inc. | 4 | 4 | 0.50% | 0.55% | 0.62% | Q1 2022 | Q4 2022 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.18% | 0.57% | 1.00% | Q1 2022 | Q4 2022 | 4 |
Bogart Wealth, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.84% | 1.25% | 1.41% | Q4 2022 | Q3 2023 | 4 |
River Road Asset Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
GAMCO INVESTORS, INC. ET AL | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
Providence Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 4 |
LINCOLN NATIONAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
COMERICA SECURITIES INC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
EXANE DERIVATIVES | 4 | 4 | 0.01% | 0.12% | 0.20% | Q3 2021 | Q2 2022 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.18% | 0.26% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 4 | 4 | 0.06% | 0.14% | 0.22% | Q1 2018 | Q4 2018 | 4 |
Washington Trust Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.02% | 0.30% | 0.50% | Q3 2018 | Q2 2019 | 4 |
WAYCROSS PARTNERS, LLC | 4 | 4 | 0.60% | 0.73% | 0.86% | Q1 2021 | Q4 2021 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Weiss Asset Management LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Inspire Investing, LLC | 4 | 4 | 0.08% | 0.14% | 0.22% | Q4 2021 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Veracity Capital LLC | 4 | 4 | 0.29% | 0.47% | 0.63% | Q1 2022 | Q4 2022 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Settian Capital LP | 4 | 4 | 1.25% | 1.94% | 2.74% | Q2 2022 | Q1 2023 | 4 |
ADVISOR PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.17% | 0.22% | 0.28% | Q2 2022 | Q1 2023 | 4 |
Bramshill Investments, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q2 2023 | 4 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 4 |
EP Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 0.27% | 0.34% | 0.39% | Q1 2022 | Q4 2022 | 4 |
PARK AVENUE SECURITIES LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
COWA, LLC | 4 | 4 | 0.11% | 0.16% | 0.21% | Q4 2021 | Q3 2022 | 4 |
Valiant Capital Management, L.P. | 4 | 4 | 1.70% | 2.24% | 3.32% | Q1 2022 | Q4 2022 | 4 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Pacer Advisors, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LMCG INVESTMENTS, LLC | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 4 |
AQR Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BANQUE PICTET & CIE SA | 4 | 4 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Squar Milner Financial Services LLC | 4 | 4 | 0.08% | 0.11% | 0.13% | Q3 2019 | Q2 2020 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 4 | 0.42% | 1.48% | 2.71% | Q4 2017 | Q3 2018 | 4 |
Goehring & Rozencwajg Associates, LLC | 4 | 4 | 1.57% | 2.74% | 3.29% | Q4 2022 | Q3 2023 | 4 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.15% | 0.30% | Q3 2018 | Q3 2023 | 4 |
Field & Main Bank | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Legacy Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
MARSHALL WACE ASIA Ltd | 4 | 4 | 1.47% | 1.95% | 2.40% | Q1 2018 | Q4 2018 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Alpha Paradigm Partners, LLC | 2 | 2 | 0.02% | 0.11% | 0.24% | Q4 2021 | Q4 2022 | 4 |
McGuire Investment Group, LLC | 4 | 4 | 0.07% | 0.09% | 0.13% | Q3 2018 | Q2 2019 | 4 |
Hudson Bay Capital Management LP | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2022 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Private Wealth Advisors, LLC | 2 | 1 | 0.08% | 0.21% | 0.44% | Q3 2020 | Q3 2021 | 3 |
SG3 Management, LLC | 2 | 1 | 0.03% | 0.62% | 1.70% | Q4 2021 | Q3 2022 | 3 |
Wambolt & Associates, LLC | 3 | 3 | 0.30% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
CI Global Investments Inc. | 3 | 3 | 0.18% | 0.20% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Truehand, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Edgestream Partners, L.P. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Freemont Management S.A. | 3 | 3 | 0.07% | 0.12% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q2 2023 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Venture Visionary Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.13% | 0.19% | 0.24% | Q1 2022 | Q3 2022 | 3 |
Avestar Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Bedel Financial Consulting, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q2 2022 | 3 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.21% | 0.25% | 0.32% | Q1 2020 | Q3 2020 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.16% | 0.19% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.17% | 0.52% | 0.76% | Q1 2023 | Q3 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FIRST FINANCIAL CORP /IN/ | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Andra AP-fonden | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 3 |
TB Alternative Assets Ltd. | 3 | 3 | 0.68% | 0.73% | 0.81% | Q1 2018 | Q3 2018 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Donald L. Hagan, LLC | 3 | 3 | 0.56% | 0.61% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Colonial Trust Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Choate Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Caprock Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Hedges Asset Management LLC | 2 | 1 | 0.21% | 0.24% | 0.29% | Q4 2021 | Q3 2022 | 3 |
Candlestick Capital Management LP | 3 | 3 | 0.13% | 0.41% | 0.93% | Q1 2022 | Q3 2022 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2018 | Q1 2018 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Summit Trail Advisors, LLC | 3 | 3 | 0.07% | 0.43% | 0.89% | Q1 2018 | Q3 2018 | 3 |
Matisse Capital | 3 | 3 | 0.38% | 0.44% | 0.49% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Sepio Capital, LP | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
UBS OCONNOR LLC | 1 | 1 | 0.04% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SailingStone Capital Partners LLC | 2 | 1 | 0.00% | 1.65% | 2.77% | Q3 2022 | Q3 2023 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.48% | 1.09% | 1.67% | Q1 2022 | Q3 2022 | 3 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2018 | Q1 2019 | 3 |
Mercer Capital Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Pasadena Private Wealth, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 3 |
Bornite Capital Management LP | 1 | 1 | 0.07% | 3.72% | 5.90% | Q4 2021 | Q1 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Pendal Group Ltd | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Sterneck Capital Management, LLC | 3 | 3 | 0.16% | 0.82% | 2.12% | Q1 2018 | Q3 2018 | 3 |
COMMERCE BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Market Strategies LLC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q1 2022 | Q3 2022 | 3 |
Zurich Insurance Group Ltd/FI | 3 | 3 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2019 | 3 |
AMERICAN FINANCIAL GROUP INC | 3 | 3 | 0.40% | 0.46% | 0.54% | Q1 2020 | Q3 2020 | 3 |
Egerton Capital (UK) LLP | 3 | 3 | 1.11% | 1.45% | 1.89% | Q2 2018 | Q4 2018 | 3 |
Western Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Dakota Wealth Management | 2 | 1 | 0.05% | 0.14% | 0.22% | Q1 2022 | Q4 2022 | 3 |
Concentric Capital Strategies, LP | 3 | 3 | 0.19% | 0.38% | 0.73% | Q1 2023 | Q3 2023 | 3 |
Tree Line Advisors (Hong Kong) Ltd. | 3 | 3 | 14.15% | 15.97% | 17.09% | Q1 2022 | Q3 2022 | 3 |
AXQ CAPITAL, LP | 3 | 3 | 0.20% | 0.32% | 0.50% | Q1 2023 | Q3 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bank Pictet & Cie (Europe) AG | 3 | 3 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q1 2023 | 3 |
BANK HAPOALIM BM | 3 | 3 | 0.40% | 1.93% | 3.14% | Q1 2018 | Q3 2018 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Cipher Capital LP | 1 | 1 | 0.16% | 0.23% | 0.31% | Q2 2020 | Q2 2022 | 3 |
AFAM CAPITAL, INC. | 3 | 3 | 0.24% | 0.32% | 0.36% | Q1 2018 | Q3 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 3 |
Utah Retirement Systems | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 3 |
Mengis Capital Management, Inc. | 3 | 3 | 0.37% | 0.41% | 0.44% | Q1 2023 | Q3 2023 | 3 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.15% | 0.38% | 0.51% | Q3 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.28% | 0.56% | Q1 2021 | Q1 2023 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2022 | 3 |
SUNTRUST BANKS INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.17% | Q3 2022 | Q1 2023 | 3 |
All Terrain Financial Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
First Trust Direct Indexing L.P. | 3 | 3 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q2 2021 | 3 |
Alpha Cubed Investments, LLC | 3 | 3 | 0.15% | 0.19% | 0.26% | Q1 2018 | Q3 2018 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.08% | 0.23% | Q1 2018 | Q2 2023 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.14% | 0.42% | 0.60% | Q1 2022 | Q3 2022 | 3 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.03% | 0.10% | 0.19% | Q2 2022 | Q2 2023 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.11% | 0.13% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Mine & Arao Wealth Creation & Management, LLC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 3 |
LGT Group Foundation | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.13% | 0.19% | 0.22% | Q2 2018 | Q4 2018 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Banco BTG Pactual S.A. | 2 | 1 | 0.12% | 0.15% | 0.19% | Q1 2022 | Q4 2022 | 3 |
Ativo Capital Management LLC | 3 | 3 | 1.11% | 1.38% | 1.82% | Q3 2022 | Q1 2023 | 3 |
qPULA Trading Management LP | 3 | 3 | 0.42% | 0.76% | 1.31% | Q4 2020 | Q2 2021 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Wellington Shields Capital Management, LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2019 | Q3 2019 | 3 |
WOLFF WIESE MAGANA LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2022 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Modera Wealth Management, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 1.11% | 1.23% | 1.34% | Q2 2022 | Q3 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.13% | 0.20% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q1 2022 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.51% | 0.56% | 0.62% | Q2 2022 | Q3 2022 | 2 |
WBH ADVISORY INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Jabre Capital Partners S.A. | 2 | 2 | 0.22% | 0.59% | 0.95% | Q2 2018 | Q3 2018 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q4 2018 | Q1 2019 | 2 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Ascent Wealth Partners, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.37% | 1.67% | 2.97% | Q2 2019 | Q3 2020 | 2 |
Centenus Global Management, LP | 2 | 2 | 0.67% | 0.69% | 0.71% | Q3 2018 | Q4 2018 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Timelo Investment Management Inc. | 1 | 1 | 0.38% | 1.21% | 2.04% | Q1 2022 | Q2 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CSS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.92% | 0.93% | 0.94% | Q4 2022 | Q1 2023 | 2 |
WRAPMANAGER INC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2019 | Q3 2019 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
FineMark National Bank & Trust | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2022 | 2 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 1.06% | 1.18% | 1.29% | Q2 2022 | Q3 2022 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.09% | 0.15% | Q4 2018 | Q2 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Murphy Pohlad Asset Management LLC | 2 | 2 | 0.41% | 0.47% | 0.52% | Q2 2023 | Q3 2023 | 2 |
Global X Management CO LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Portolan Capital Management | 1 | 1 | 0.29% | 0.48% | 0.67% | Q1 2022 | Q3 2022 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.99% | 1.99% | Q2 2021 | Q4 2021 | 2 |
Fiduciary Alliance LLC | 2 | 2 | 0.00% | 0.27% | 0.54% | Q1 2023 | Q2 2023 | 2 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.94% | 0.94% | 0.95% | Q3 2018 | Q3 2019 | 2 |
Demars Financial Group, LLC | 2 | 2 | 1.62% | 1.85% | 2.07% | Q1 2023 | Q2 2023 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 2 |
TELEMUS CAPITAL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Westchester Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q1 2022 | 2 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
TIAA, FSB | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Virtus Family Office LLC | 2 | 2 | 5.15% | 5.42% | 5.69% | Q2 2023 | Q3 2023 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Canoe Financial LP | 2 | 2 | 0.06% | 0.09% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Nuveen Fund Advisors, LLC | 2 | 2 | 0.20% | 0.27% | 0.34% | Q1 2018 | Q2 2018 | 2 |
Polus Capital Management Ltd | 2 | 2 | 0.66% | 1.10% | 1.54% | Q4 2022 | Q1 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q2 2023 | 2 |
WP Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2018 | Q2 2018 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2019 | Q4 2019 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MQS Management LLC | 2 | 2 | 0.15% | 0.20% | 0.24% | Q1 2022 | Q2 2022 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Covalis Capital LLP | 1 | 1 | 1.00% | 1.01% | 1.02% | Q3 2020 | Q2 2021 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HGI Capital Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2021 | Q2 2021 | 2 |
Park Place Capital Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q1 2022 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.46% | 0.65% | 0.84% | Q2 2020 | Q1 2021 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 0.51% | 1.38% | 2.26% | Q3 2020 | Q4 2020 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Meixler Investment Management, Ltd. | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Formidable Asset Management, LLC | 1 | 1 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q4 2021 | 2 |
Numerai GP LLC | 2 | 2 | 0.97% | 1.47% | 1.96% | Q2 2023 | Q3 2023 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.72% | 0.77% | 0.81% | Q3 2019 | Q4 2019 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.09% | 0.13% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.12% | 0.12% | 0.13% | Q1 2019 | Q3 2019 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2018 | 2 |
SAYA MANAGEMENT LP | 2 | 2 | 3.30% | 3.97% | 4.64% | Q1 2022 | Q2 2022 | 2 |
Hartree Partners, LP | 2 | 2 | 0.19% | 0.24% | 0.30% | Q2 2022 | Q3 2022 | 2 |
New England Research & Management, Inc. | 2 | 2 | 0.13% | 0.44% | 0.75% | Q2 2022 | Q3 2022 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 0.43% | 2.27% | 4.10% | Q2 2022 | Q3 2022 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 2 |
Signition LP | 2 | 2 | 0.49% | 1.02% | 1.54% | Q2 2019 | Q3 2019 | 2 |
Conservest Capital Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2022 | Q3 2022 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
BBR PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Perpetual Ltd | 2 | 2 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Essex Financial Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Appian Way Asset Management LP | 1 | 1 | 0.23% | 2.00% | 3.77% | Q1 2022 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
LBP AM SA | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 2 |
Zions Bancorporation | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sheets Smith Investment Management | 2 | 2 | 1.27% | 2.16% | 3.06% | Q4 2021 | Q1 2022 | 2 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 2 |
Castle Hook Partners LP | 1 | 1 | 1.01% | 1.46% | 1.90% | Q1 2022 | Q4 2022 | 2 |
Addison Capital Co | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Waycross Investment Management Co | 2 | 2 | 0.59% | 0.60% | 0.60% | Q4 2022 | Q1 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Paragon Capital Management Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
TriaGen Wealth Management LLC | 2 | 2 | 0.60% | 0.85% | 1.10% | Q4 2021 | Q1 2022 | 2 |
JDM Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GRACE & WHITE INC /NY | 2 | 2 | 0.59% | 0.61% | 0.63% | Q2 2023 | Q3 2023 | 2 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 2 | 2 | 0.16% | 0.17% | 0.17% | Q1 2018 | Q2 2018 | 2 |
AustralianSuper Pty Ltd | 2 | 2 | 0.10% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Legacy Bridge, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Deuterium Capital Management, LLC | 2 | 2 | 0.34% | 0.43% | 0.52% | Q4 2021 | Q1 2022 | 2 |
Beck Bode, LLC | 2 | 2 | 0.09% | 0.20% | 0.32% | Q1 2022 | Q2 2022 | 2 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 2 |
FULTON BANK, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
XR Securities LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Timber Hill LLC | 2 | 2 | 0.16% | 0.70% | 1.22% | Q1 2018 | Q2 2018 | 2 |
Walter Public Investments Inc. | 2 | 2 | 1.56% | 1.61% | 1.65% | Q2 2023 | Q3 2023 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Grove Bank & Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
CLEAR INVESTMENT RESEARCH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2023 | Q1 2023 | 1 |
Noked Capital LTD | 1 | 1 | 5.46% | 5.46% | 5.46% | Q1 2020 | Q1 2020 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2021 | Q1 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2022 | Q2 2022 | 1 |
Symmetry Investments LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2023 | Q2 2023 | 1 |
Invictus RG | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q3 2018 | 1 |
Spartan Fund Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Fiduciary Planning LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
West Tower Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q1 2022 | Q1 2022 | 1 |
New Century Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
SCHOLTZ & COMPANY, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
XTX MARKETS LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2020 | Q2 2020 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Holistic Financial Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CGM TRUST | 1 | 1 | 2.26% | 2.26% | 2.26% | Q3 2020 | Q3 2020 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2021 | Q4 2021 | 1 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2021 | Q1 2021 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Astrantus Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2022 | Q1 2022 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PLATINUM INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2022 | Q2 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pearl River Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2022 | Q3 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CGOV Asset Management | 1 | 1 | 8.27% | 8.27% | 8.27% | Q1 2018 | Q1 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2018 | Q1 2018 | 1 |
Asia Research & Capital Management Ltd | 1 | 1 | 6.23% | 6.23% | 6.23% | Q3 2023 | Q3 2023 | 1 |
Range Financial Group LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2022 | Q3 2022 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2018 | Q3 2018 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lester Murray Antman dba SimplyRich | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
UNIO CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2018 | Q3 2018 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q4 2021 | Q4 2021 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2023 | Q1 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLRAIN CAPITAL LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2019 | Q4 2019 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
EMJ Capital Ltd. | 1 | 1 | 8.98% | 8.98% | 8.98% | Q1 2022 | Q1 2022 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2020 | Q3 2020 | 1 |
GUARDIAN INVESTMENT MANAGEMENT | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Keene & Associates, Inc. | 1 | 1 | 2.47% | 2.47% | 2.47% | Q3 2023 | Q3 2023 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2020 | Q1 2020 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2022 | Q1 2022 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2022 | Q1 2022 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 4.22% | 4.22% | 4.22% | Q1 2019 | Q1 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Ninepoint Partners LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Sentry Investments Corp. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Quarry LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2018 | Q1 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Soviero Asset Management, LP | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 2.84% | 2.84% | 2.84% | Q4 2021 | Q4 2021 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2022 | Q3 2022 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2018 | Q2 2018 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fairholme Capital Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Human Investing LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2018 | Q3 2018 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2020 | Q2 2020 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2022 | Q1 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
LifePro Asset Management | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2022 | Q3 2022 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ProShare Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2023 | Q3 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PDS Planning, Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2022 | Q1 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2021 | Q1 2021 | 1 |
Noked Israel Ltd | 1 | 1 | 5.46% | 5.46% | 5.46% | Q1 2020 | Q1 2020 | 1 |
Power Corp of Canada | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2018 | Q2 2018 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2023 | Q1 2023 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Horst & Graben Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2023 | Q2 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Elgethun Capital Management | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2018 | Q1 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Gator Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
Unigestion Holding SA | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q2 2019 | Q2 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own NUTRIEN LTD or have owned NUTRIEN LTD in the past.