Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 83 |
Citadel Advisors | 24 | 17 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 80 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 49 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 44 | 44 | 0.00% | 0.01% | 0.06% | Q4 2012 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.04% | 0.08% | 0.15% | Q1 2013 | Q3 2023 | 43 |
Walleye Trading LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q1 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
HSBC HOLDINGS PLC | 38 | 2 | 0.00% | 0.01% | 0.03% | Q2 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.05% | 0.07% | 0.10% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.03% | 0.08% | Q4 2012 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.03% | 0.13% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.03% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
JOHN G ULLMAN & ASSOCIATES INC | 42 | 42 | 0.28% | 2.03% | 4.48% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 31 | 11 | 0.00% | 0.06% | 0.30% | Q1 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.07% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 30 | 2 | 0.00% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.01% | 0.09% | 0.42% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.10% | Q2 2012 | Q4 2022 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q4 2012 | Q1 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.18% | 0.26% | 0.34% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
M&R CAPITAL MANAGEMENT INC | 33 | 9 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 42 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 41 | 41 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2023 | 41 |
BOKF, NA | 32 | 9 | 0.04% | 0.12% | 0.70% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2023 | 41 |
JANUS HENDERSON GROUP PLC | 32 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Daiwa Securities Group Inc. | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
INTRUST BANK NA | 41 | 41 | 0.03% | 0.30% | 0.76% | Q2 2013 | Q2 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 21 | 20 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.05% | 0.10% | 0.17% | Q3 2013 | Q3 2023 | 41 |
BESSEMER GROUP INC | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 38 | 2 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q1 2023 | 40 |
SG Americas Securities, LLC | 19 | 9 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 33 | 7 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 40 | 40 | 0.59% | 1.12% | 1.51% | Q4 2013 | Q3 2023 | 40 |
FARMERS & MERCHANTS INVESTMENTS INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Trust & Banking Corp | 39 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Renaissance Technologies | 40 | 40 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 40 |
DekaBank Deutsche Girozentrale | 38 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.11% | 0.15% | 0.22% | Q1 2014 | Q3 2023 | 39 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 39 | 39 | 0.00% | 0.02% | 0.08% | Q3 2011 | Q1 2021 | 39 |
Johnson Financial Group, Inc. | 30 | 4 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 38 |
HOWE & RUSLING INC | 38 | 38 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2022 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
Ironwood Investment Counsel, LLC | 24 | 14 | 0.30% | 0.88% | 1.76% | Q2 2013 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 2 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
M&T BANK CORP | 31 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
D. E. Shaw & Co., Inc. | 22 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 37 |
State of Tennessee, Treasury Department | 29 | 8 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2023 | 37 |
Tower Research Capital LLC (TRC) | 30 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 37 |
Brandywine Global Investment Management, LLC | 15 | 3 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 37 |
FIRST NATIONAL BANK OF OMAHA | 37 | 37 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2022 | 37 |
First Horizon Advisors, Inc. | 29 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.02% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 37 |
TRUIST FINANCIAL CORP | 21 | 16 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 37 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
SHELL ASSET MANAGEMENT CO | 32 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 36 |
FineMark National Bank & Trust | 21 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 36 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
Trust Co | 35 | 35 | 0.01% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2021 | 35 |
STIFEL FINANCIAL CORP | 28 | 7 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
WELLINGTON MANAGEMENT GROUP LLP | 32 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2023 | 35 |
STRS OHIO | 19 | 3 | 0.00% | 0.01% | 0.14% | Q3 2013 | Q2 2023 | 35 |
MONETA GROUP INVESTMENT ADVISORS LLC | 30 | 5 | 0.01% | 0.10% | 0.26% | Q3 2012 | Q1 2023 | 35 |
Nuveen Asset Management, LLC | 18 | 16 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2021 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.01% | 0.03% | 0.22% | Q2 2013 | Q4 2021 | 35 |
MUFG Americas Holdings Corp | 35 | 35 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2022 | 35 |
AMALGAMATED BANK | 34 | 34 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
PEAPACK GLADSTONE FINANCIAL CORP | 34 | 34 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
BAR HARBOR WEALTH MANAGEMENT | 34 | 34 | 0.04% | 0.05% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Hilltop Holdings Inc. | 27 | 7 | 0.05% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
TOMPKINS FINANCIAL CORP | 24 | 10 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2023 | 34 |
GLENMEDE TRUST CO NA | 33 | 33 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
REGIONS FINANCIAL CORP | 14 | 5 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 33 |
AMERICAN CENTURY COMPANIES INC | 12 | 10 | 0.00% | 0.01% | 0.09% | Q4 2014 | Q3 2023 | 33 |
Mitsubishi UFJ Asset Management Co., Ltd. | 32 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.09% | 0.22% | Q2 2013 | Q2 2021 | 33 |
Sumitomo Mitsui Trust Holdings, Inc. | 32 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q2 2021 | 33 |
KBC Group NV | 33 | 33 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 33 |
Asset Management One Co., Ltd. | 32 | 32 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 32 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 32 | 32 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 32 |
CIBC Asset Management Inc | 30 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 21 | 1 | 0.00% | 0.05% | 0.19% | Q2 2014 | Q3 2023 | 32 |
WESTPAC BANKING CORP | 32 | 32 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 32 |
TD ASSET MANAGEMENT INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.07% | 0.30% | Q4 2014 | Q2 2023 | 31 |
Allianz Asset Management GmbH | 10 | 5 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q4 2020 | 31 |
OLD REPUBLIC INTERNATIONAL CORP | 31 | 31 | 0.21% | 0.75% | 1.63% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2020 | 31 |
MOTCO | 31 | 31 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
INGALLS & SNYDER LLC | 30 | 30 | 0.10% | 0.18% | 0.26% | Q2 2016 | Q3 2023 | 30 |
BROWN ADVISORY INC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
LS Investment Advisors, LLC | 30 | 30 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q1 2021 | 30 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 30 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
TRUST CO OF VERMONT | 28 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 30 |
Gulf International Bank (UK) Ltd | 30 | 30 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2021 | 30 |
Andra AP-fonden | 22 | 7 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q3 2020 | 29 |
Versant Capital Management, Inc | 29 | 29 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 29 |
McGowan Group Asset Management, Inc. | 21 | 8 | 0.03% | 0.05% | 0.08% | Q4 2014 | Q3 2023 | 29 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 10 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2021 | 29 |
ACADIAN ASSET MANAGEMENT LLC | 29 | 29 | 0.00% | 0.00% | 0.03% | Q3 2016 | Q3 2023 | 29 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
Squarepoint Ops LLC | 16 | 1 | 0.00% | 0.07% | 0.34% | Q1 2015 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.11% | 0.17% | 0.21% | Q4 2014 | Q3 2021 | 28 |
SALEM INVESTMENT COUNSELORS INC | 19 | 9 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 28 | 28 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
APG Asset Management N.V. | 18 | 10 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 28 |
WEBSTER BANK, N. A. | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
ALPS ADVISORS INC | 22 | 6 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 28 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 27 | 1 | 0.01% | 0.17% | 0.28% | Q4 2015 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 27 |
NORDEA INVESTMENT MANAGEMENT AB | 27 | 27 | 0.00% | 0.09% | 0.38% | Q3 2014 | Q1 2021 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA ADVISERS, LP | 12 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2021 | 27 |
Heritage Trust Co | 27 | 27 | 0.04% | 0.08% | 0.10% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 19 | 8 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
ICON ADVISERS INC/CO | 13 | 5 | 0.09% | 0.27% | 0.66% | Q1 2014 | Q2 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 27 |
Bridgecreek Investment Management, LLC | 21 | 2 | 0.02% | 0.55% | 1.40% | Q2 2013 | Q3 2023 | 27 |
Weaver C. Barksdale & Associates, Inc. | 19 | 8 | 0.01% | 0.60% | 2.15% | Q2 2013 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.04% | 0.13% | 0.19% | Q3 2013 | Q1 2020 | 26 |
MARTINGALE ASSET MANAGEMENT L P | 13 | 6 | 0.00% | 0.08% | 0.45% | Q2 2016 | Q3 2023 | 26 |
Essex Financial Services, Inc. | 12 | 1 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2023 | 26 |
ROCKLAND TRUST CO | 26 | 26 | 0.06% | 0.10% | 0.16% | Q2 2017 | Q3 2023 | 26 |
UMB Bank, n.a. | 10 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 26 |
ARGI Investment Services, LLC | 13 | 5 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q4 2022 | 26 |
ASSETMARK, INC | 19 | 1 | 0.00% | 0.04% | 0.21% | Q4 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 26 |
TWIN CAPITAL MANAGEMENT INC | 26 | 26 | 0.24% | 0.36% | 0.59% | Q2 2017 | Q3 2023 | 26 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 9 | 1 | 0.01% | 0.14% | 0.40% | Q1 2013 | Q3 2022 | 25 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
BerganKDV Wealth Management, LLC | 21 | 4 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q2 2023 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 17 | 1 | 0.00% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 25 |
Pacer Advisors, Inc. | 12 | 1 | 0.00% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 25 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 25 |
Torch Wealth Management LLC | 25 | 25 | 0.01% | 0.18% | 0.25% | Q4 2013 | Q4 2019 | 25 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 20 | 5 | 0.21% | 0.75% | 1.02% | Q2 2013 | Q3 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 11 | 1 | 0.00% | 0.03% | 0.21% | Q4 2013 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 25 |
Keeley-Teton Advisors, LLC | 25 | 25 | 0.08% | 0.22% | 0.34% | Q1 2017 | Q1 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 25 |
Livforsakringsbolaget Skandia, Omsesidigt | 25 | 25 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2020 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 25 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.04% | 0.15% | Q4 2017 | Q3 2023 | 24 |
FINANCIAL COUNSELORS INC | 14 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2019 | 24 |
Robeco Institutional Asset Management B.V. | 18 | 6 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q1 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
CenturyLink Investment Management Co | 23 | 23 | 0.28% | 0.38% | 0.52% | Q3 2014 | Q1 2020 | 23 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
GW HENSSLER & ASSOCIATES LTD | 14 | 1 | 0.01% | 0.66% | 1.42% | Q1 2015 | Q3 2023 | 23 |
Employees Retirement System of Texas | 21 | 2 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q4 2019 | 23 |
FIRST MIDWEST BANK TRUST DIVISION | 23 | 23 | 0.03% | 0.08% | 0.16% | Q2 2016 | Q4 2021 | 23 |
BALYASNY ASSET MANAGEMENT L.P. | 15 | 1 | 0.00% | 0.09% | 0.85% | Q2 2013 | Q3 2023 | 23 |
GW&K Investment Management, LLC | 22 | 22 | 0.00% | 0.24% | 0.41% | Q3 2016 | Q4 2021 | 22 |
Gifford Fong Associates | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
First Command Financial Services, Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2018 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.09% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 19 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 22 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.07% | 0.45% | Q4 2014 | Q3 2023 | 22 |
Paloma Partners Management Co | 4 | 1 | 0.01% | 0.03% | 0.16% | Q2 2013 | Q1 2022 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
DnB Asset Management AS | 20 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 22 |
First Command Bank | 22 | 22 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2023 | 22 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 22 |
AdvisorNet Financial, Inc | 17 | 4 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 14 | 7 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 21 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.09% | 0.24% | Q1 2015 | Q3 2023 | 21 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2021 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
ClearBridge Investments Ltd | 15 | 6 | 0.00% | 1.72% | 7.86% | Q4 2016 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q2 2018 | 21 |
OPTIMUM INVESTMENT ADVISORS | 14 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2021 | 21 |
Vantage Investment Partners, LLC | 21 | 21 | 0.38% | 0.78% | 1.56% | Q1 2018 | Q1 2023 | 21 |
TORONTO DOMINION BANK | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2021 | 21 |
DUPONT CAPITAL MANAGEMENT CORP | 21 | 21 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q4 2020 | 21 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2020 | 21 |
SouthernSun Asset Management | 21 | 21 | 0.40% | 3.18% | 4.80% | Q2 2013 | Q2 2018 | 21 |
BRIGHTON JONES LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 20 | 20 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
IFM Investors Pty Ltd | 13 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 20 |
First Bank & Trust | 12 | 8 | 0.01% | 0.13% | 0.26% | Q4 2016 | Q3 2023 | 20 |
Man Group plc | 11 | 4 | 0.00% | 0.03% | 0.10% | Q1 2018 | Q3 2023 | 20 |
First Allied Advisory Services, Inc. | 18 | 2 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2020 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BB&T SECURITIES, LLC | 20 | 20 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.08% | 0.27% | Q4 2014 | Q3 2019 | 20 |
SUNTRUST BANKS INC | 13 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 20 |
FIRST CITIZENS BANK & TRUST CO | 18 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 20 |
Sound Income Strategies, LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 20 |
MV CAPITAL MANAGEMENT, INC. | 17 | 3 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Arvest Bank Trust Division | 19 | 1 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q3 2021 | 20 |
VAN ECK ASSOCIATES CORP | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 20 |
Cipher Capital LP | 4 | 1 | 0.02% | 0.19% | 0.79% | Q3 2014 | Q1 2021 | 19 |
Mirae Asset Global Investments Co., Ltd. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 19 |
OPUS INVESTMENT MANAGEMENT INC | 9 | 2 | 0.01% | 0.32% | 0.53% | Q2 2017 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
CI INVESTMENTS INC. | 13 | 1 | 0.01% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 19 |
Hendershot Investments Inc. | 19 | 19 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Financial Advocates Investment Management | 10 | 9 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2023 | 19 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 19 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.15% | 0.29% | 0.41% | Q4 2017 | Q3 2023 | 19 |
Korea Investment CORP | 10 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2020 | 19 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.09% | 0.23% | Q3 2013 | Q2 2022 | 19 |
CIGNA INVESTMENTS INC /NEW | 15 | 4 | 0.02% | 0.06% | 0.17% | Q4 2016 | Q3 2021 | 19 |
CNB Bank | 19 | 19 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
JENNISON ASSOCIATES LLC | 11 | 8 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q1 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
GAM Holding AG | 14 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2019 | 18 |
Zions Bancorporation, N.A. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Point72 Asset Management, L.P. | 13 | 1 | 0.00% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2017 | 18 |
NATIXIS | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q2 2023 | 18 |
Jupiter Investment Management Ltd | 8 | 1 | 0.00% | 0.19% | 0.62% | Q4 2013 | Q2 2020 | 18 |
Verity & Verity, LLC | 18 | 18 | 0.36% | 1.52% | 2.14% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2017 | 18 |
Douglass Winthrop Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2019 | 18 |
Holocene Advisors, LP | 16 | 2 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 18 |
AJO, LP | 16 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2020 | 18 |
Community Bank, N.A. | 18 | 18 | 0.02% | 0.05% | 0.06% | Q4 2014 | Q1 2019 | 18 |
VIKING FUND MANAGEMENT LLC | 18 | 18 | 0.38% | 1.24% | 1.82% | Q4 2014 | Q1 2019 | 18 |
Artisan Partners Limited Partnership | 11 | 7 | 0.01% | 0.15% | 0.27% | Q3 2015 | Q3 2023 | 18 |
FULTON BANK, N.A. | 18 | 18 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 18 |
abrdn plc | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2021 | 18 |
Lee Financial Co | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 18 |
Sterling Capital Management LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 18 |
STEPHENS INC /AR/ | 7 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2022 | 18 |
Endurance Wealth Management, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2017 | 17 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 17 |
WOODMONT INVESTMENT COUNSEL LLC | 17 | 17 | 0.03% | 0.34% | 1.30% | Q1 2018 | Q1 2022 | 17 |
IBM Retirement Fund | 15 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2021 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 9 | 1 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q1 2019 | 17 |
FIRST MERCANTILE TRUST CO | 17 | 17 | 0.00% | 0.15% | 0.25% | Q4 2014 | Q4 2018 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.09% | 0.51% | Q3 2015 | Q3 2019 | 17 |
FIRST QUADRANT LLC/CA | 15 | 1 | 0.00% | 0.36% | 0.96% | Q1 2016 | Q2 2021 | 17 |
SCHULHOFF & CO INC | 17 | 17 | 0.23% | 0.27% | 0.36% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.09% | 0.11% | Q2 2013 | Q2 2017 | 17 |
CAPTRUST FINANCIAL ADVISORS | 15 | 2 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 17 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 8 | 1 | 0.02% | 0.09% | 0.31% | Q2 2014 | Q1 2021 | 17 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q4 2019 | 17 |
Cornerstone Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2020 | 17 |
Redpoint Investment Management Pty Ltd | 17 | 17 | 0.06% | 0.14% | 0.31% | Q4 2017 | Q4 2021 | 17 |
AGF Investments LLC | 14 | 3 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2022 | 17 |
Independent Portfolio Consultants, Inc. | 17 | 17 | 0.31% | 0.47% | 0.66% | Q2 2013 | Q2 2017 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q1 2022 | 17 |
LUMINUS MANAGEMENT LLC | 7 | 1 | 0.01% | 0.76% | 2.44% | Q2 2013 | Q1 2018 | 17 |
Rockefeller Capital Management L.P. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
PUTNAM INVESTMENTS LLC | 9 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.03% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 4 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2021 | 16 |
LOOMIS SAYLES & CO L P | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Assured Investment Management LLC | 9 | 7 | 0.00% | 0.06% | 0.33% | Q1 2015 | Q1 2019 | 16 |
Parkside Financial Bank & Trust | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 16 |
LSV ASSET MANAGEMENT | 13 | 3 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2021 | 16 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 16 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
MACKENZIE FINANCIAL CORP | 12 | 4 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 16 |
DC Investments Management, LLC | 11 | 5 | 0.10% | 0.95% | 2.48% | Q4 2017 | Q1 2022 | 16 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.00% | 0.03% | 0.13% | Q2 2018 | Q3 2023 | 16 |
Full Sail Capital, LLC | 15 | 1 | 0.02% | 0.06% | 0.20% | Q4 2018 | Q4 2022 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 16 | 16 | 0.01% | 0.05% | 0.17% | Q1 2017 | Q4 2020 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.09% | 0.12% | 0.22% | Q4 2019 | Q3 2023 | 16 |
CADENCE CAPITAL MANAGEMENT LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2018 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Avior Wealth Management, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
Brendel Financial Advisors LLC | 11 | 1 | 0.22% | 0.37% | 0.62% | Q4 2018 | Q1 2023 | 15 |
Legg Mason Asset Management (Japan) Co., Ltd. | 12 | 3 | 0.27% | 0.38% | 0.54% | Q2 2017 | Q4 2021 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
CITY HOLDING CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
Engineers Gate Manager LP | 4 | 1 | 0.02% | 0.10% | 0.37% | Q4 2014 | Q3 2023 | 15 |
IMA Wealth, Inc. | 15 | 15 | 0.08% | 0.19% | 0.22% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
CHICAGO EQUITY PARTNERS LLC | 15 | 15 | 0.03% | 0.15% | 0.32% | Q3 2016 | Q1 2020 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.04% | 0.07% | Q3 2011 | Q3 2015 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2018 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q4 2021 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.05% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 11 | 4 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 15 |
AMERICAN NATIONAL BANK | 14 | 1 | 0.00% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.05% | 0.08% | Q4 2019 | Q2 2023 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 1 | 0.00% | 1.44% | 1.96% | Q4 2019 | Q3 2023 | 15 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.04% | 0.07% | 0.10% | Q3 2013 | Q4 2018 | 14 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.04% | 0.21% | Q1 2014 | Q1 2023 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q1 2019 | 14 |
Quadrature Capital Ltd | 7 | 1 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q2 2022 | 14 |
Mn Services Vermogensbeheer B.V. | 11 | 3 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2020 | 14 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.01% | 0.03% | 0.21% | Q4 2015 | Q4 2022 | 14 |
COWA, LLC | 12 | 12 | 0.02% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 14 |
Ledyard National Bank | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2018 | 14 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.18% | 0.45% | Q4 2018 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.10% | 0.64% | Q4 2017 | Q1 2021 | 14 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 14 | 14 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
WADDELL & REED FINANCIAL INC | 14 | 14 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2019 | 14 |
AXA S.A. | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2020 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.20% | 0.57% | Q2 2012 | Q4 2022 | 14 |
Gideon Capital Advisors, Inc. | 6 | 1 | 0.11% | 0.35% | 0.84% | Q4 2013 | Q3 2019 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2016 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 0.16% | 0.26% | 0.74% | Q4 2016 | Q4 2019 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 3 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q4 2023 | 13 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.04% | 0.11% | Q2 2015 | Q2 2020 | 13 |
Motley Fool Wealth Management, LLC | 13 | 13 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2020 | 13 |
CAPITAL ADVISORS INC/OK | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
Aurora Investment Counsel | 13 | 13 | 0.71% | 0.83% | 0.96% | Q3 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 13 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 2 | 0.02% | 0.04% | 0.10% | Q3 2013 | Q3 2017 | 13 |
DELTA LLOYD NV | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 13 |
SpiderRock Advisors, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 13 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.02% | 0.13% | 0.45% | Q4 2013 | Q1 2023 | 13 |
HARTFORD INVESTMENT MANAGEMENT CO | 9 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 13 |
NewEdge Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 13 |
Vident Investment Advisory, LLC | 9 | 1 | 0.04% | 0.08% | 0.22% | Q3 2015 | Q2 2023 | 13 |
WINTON GROUP Ltd | 6 | 3 | 0.01% | 0.10% | 0.26% | Q2 2014 | Q1 2023 | 13 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2021 | 13 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.05% | 0.32% | Q3 2014 | Q2 2022 | 13 |
SKBA CAPITAL MANAGEMENT LLC | 13 | 13 | 0.88% | 1.07% | 1.31% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BNP Paribas Asset Management Holding S.A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 12 | 12 | 0.13% | 0.23% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.06% | 0.27% | Q4 2016 | Q3 2019 | 12 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2023 | 12 |
Gotham Asset Management, LLC | 10 | 1 | 0.01% | 0.03% | 0.08% | Q1 2016 | Q1 2022 | 12 |
TIAA, FSB | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 12 |
6 Meridian | 10 | 2 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q4 2021 | 12 |
Achmea Investment Management B.V. | 12 | 12 | 0.02% | 0.10% | 0.16% | Q1 2017 | Q4 2019 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.40% | 0.59% | 1.58% | Q4 2020 | Q3 2023 | 12 |
JANUS HENDERSON INVESTORS US LLC | 7 | 5 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2017 | 12 |
Lido Advisors, LLC | 11 | 1 | 0.02% | 0.07% | 0.29% | Q1 2017 | Q1 2020 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.08% | 0.23% | 0.33% | Q1 2017 | Q4 2019 | 12 |
ALLSTATE CORP | 12 | 12 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q4 2022 | 12 |
Mizuho Asset Management Co.,Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 2 | 0.00% | 0.08% | 0.12% | Q2 2013 | Q2 2016 | 12 |
Front Row Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2020 | 12 |
AE Wealth Management LLC | 12 | 12 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Krane Funds Advisors LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Itau Unibanco Holding S.A. | 12 | 12 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Zimmer Partners, LP | 6 | 1 | 0.02% | 1.07% | 2.30% | Q2 2014 | Q3 2022 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.01% | 0.08% | 0.35% | Q4 2016 | Q3 2019 | 12 |
LAZARD ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 12 |
Horizon Investment Services, LLC | 6 | 1 | 0.16% | 0.31% | 0.54% | Q2 2013 | Q4 2022 | 12 |
Virtus ETF Advisers LLC | 11 | 1 | 0.00% | 0.42% | 0.85% | Q4 2018 | Q4 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.08% | 0.35% | Q4 2016 | Q3 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.05% | 0.24% | Q4 2016 | Q3 2019 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
LexAurum Advisors, LLC | 12 | 12 | 0.12% | 0.39% | 0.74% | Q4 2017 | Q3 2020 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 5 | 3 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 12 |
Inscription Capital, LLC | 9 | 3 | 0.05% | 0.08% | 0.10% | Q3 2020 | Q3 2023 | 12 |
Venturi Wealth Management, LLC | 9 | 3 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q3 2018 | 12 |
ALPHA WINDWARD LLC | 6 | 6 | 0.01% | 0.18% | 0.37% | Q4 2016 | Q1 2020 | 12 |
Adalta Capital Management LLC | 11 | 11 | 0.34% | 0.66% | 0.93% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2017 | 11 |
LINCOLN NATIONAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q3 2020 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Alberta Investment Management Corp | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2023 | 11 |
Advisory Alpha, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.01% | 0.21% | 0.75% | Q2 2014 | Q3 2023 | 11 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2023 | 11 |
ClearBridge Investments | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2020 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2022 | 11 |
REAVES W H & CO INC | 8 | 1 | 0.04% | 1.30% | 2.88% | Q2 2013 | Q3 2023 | 11 |
America First Investment Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 11 |
SEEYOND | 11 | 11 | 0.08% | 0.18% | 0.37% | Q4 2018 | Q2 2021 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
EDMP, INC. | 11 | 11 | 1.45% | 1.71% | 1.84% | Q1 2021 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2019 | 11 |
Waverton Investment Management Ltd | 10 | 1 | 0.03% | 0.06% | 0.29% | Q3 2013 | Q3 2019 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 11 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 11 |
CoreFirst Bank & Trust | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2023 | 11 |
NORRIS PERNE & FRENCH LLP/MI | 11 | 11 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Hemington Wealth Management | 11 | 11 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q2 2023 | 11 |
LEVIN CAPITAL STRATEGIES, L.P. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q2 2021 | 11 |
VAUGHAN & Co SECURITIES, INC. | 11 | 11 | 0.25% | 0.47% | 0.61% | Q1 2021 | Q3 2023 | 11 |
Accel Wealth Management | 11 | 11 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Altshuler Shaham Ltd | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.37% | 0.69% | 0.95% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2020 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 5 | 5 | 0.02% | 0.04% | 0.11% | Q4 2013 | Q2 2022 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 10 |
O'Shares Investment Advisers, LLC | 7 | 3 | 0.05% | 0.16% | 0.38% | Q4 2018 | Q1 2022 | 10 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 10 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q4 2021 | 10 |
COLONY GROUP LLC | 9 | 1 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q1 2023 | 10 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q1 2023 | 10 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.06% | 0.21% | Q3 2013 | Q2 2021 | 10 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 8 | 2 | 0.00% | 0.82% | 1.23% | Q1 2015 | Q3 2023 | 10 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2014 | Q4 2016 | 10 |
Freedom Investment Management, Inc. | 8 | 1 | 0.01% | 0.03% | 0.03% | Q3 2016 | Q1 2023 | 10 |
Roble, Belko & Company, Inc | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 10 |
CARLSON CAPITAL L P | 4 | 1 | 0.23% | 0.39% | 0.78% | Q2 2013 | Q1 2020 | 10 |
Donald L. Hagan, LLC | 10 | 10 | 0.37% | 0.57% | 0.92% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 10 |
Zions Bancorporation | 9 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 10 |
EQUITY INVESTMENT CORP | 10 | 10 | 0.02% | 0.97% | 1.62% | Q4 2020 | Q1 2023 | 10 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q4 2021 | 10 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2019 | 10 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
IAG Wealth Partners, LLC | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 10 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
AHL Partners LLP | 6 | 1 | 0.01% | 0.24% | 0.82% | Q4 2014 | Q3 2017 | 10 |
J.W. COLE ADVISORS, INC. | 6 | 1 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q4 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2018 | 10 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q2 2022 | 10 |
Opus Capital Group, LLC | 10 | 10 | 0.04% | 0.08% | 0.24% | Q4 2016 | Q1 2019 | 10 |
TRUST CO OF OKLAHOMA | 6 | 4 | 0.10% | 0.16% | 0.29% | Q2 2013 | Q3 2017 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2019 | 9 |
Cutler Group LLC / CA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 9 |
MARSHWINDS ADVISORY CO | 9 | 9 | 0.12% | 0.19% | 0.23% | Q2 2013 | Q2 2015 | 9 |
JB Capital LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Walleye Capital LLC | 2 | 2 | 0.03% | 0.10% | 0.25% | Q3 2019 | Q4 2022 | 9 |
TLP GROUP LLC | 8 | 1 | 0.01% | 0.17% | 0.40% | Q2 2016 | Q3 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Santa Fe Partners LLC | 8 | 1 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q4 2015 | 9 |
HBK INVESTMENTS L P | 8 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2017 | 9 |
Jaffetilchin Investment Partners, LLC | 8 | 1 | 0.05% | 0.12% | 0.21% | Q1 2017 | Q4 2019 | 9 |
HARBOUR INVESTMENTS, INC. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
PAYDEN & RYGEL | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Teilinger Capital Ltd. | 4 | 1 | 0.75% | 6.83% | 19.51% | Q2 2013 | Q4 2021 | 9 |
Natixis Investment Managers International | 4 | 2 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2018 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Quantamental Technologies LLC | 4 | 1 | 0.08% | 0.21% | 0.35% | Q4 2018 | Q3 2023 | 9 |
Integrated Wealth Concepts LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.46% | 0.59% | 0.68% | Q4 2021 | Q4 2023 | 9 |
MACKAY SHIELDS LLC | 5 | 4 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q1 2021 | 9 |
ALGERT GLOBAL LLC | 9 | 9 | 0.14% | 0.23% | 0.30% | Q3 2021 | Q3 2023 | 9 |
FULLER & THALER ASSET MANAGEMENT, INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
Dai-ichi Life Holdings, Inc. | 9 | 9 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2015 | 9 |
SECURITY NATIONAL TRUST CO | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Inspire Investing, LLC | 9 | 9 | 0.03% | 0.10% | 0.20% | Q3 2021 | Q3 2023 | 9 |
HighTower Trust Company, N.A. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2023 | 9 |
EARNEST PARTNERS LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 9 |
BFSG, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.01% | 0.12% | 0.28% | Q4 2021 | Q3 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.13% | 0.18% | 0.24% | Q4 2017 | Q3 2019 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 2 | 0.00% | 0.04% | 0.08% | Q2 2020 | Q4 2022 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.10% | 0.19% | 0.29% | Q4 2016 | Q2 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
WRAPMANAGER INC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q1 2023 | 8 |
Cetera Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NEW AMSTERDAM PARTNERS LLC/NY | 6 | 1 | 0.10% | 0.79% | 1.04% | Q3 2015 | Q1 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WHITTIER TRUST CO | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2018 | 8 |
DFPG INVESTMENTS, LLC | 8 | 8 | 0.19% | 0.24% | 0.34% | Q4 2018 | Q3 2020 | 8 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.03% | 0.29% | 0.75% | Q2 2013 | Q3 2016 | 8 |
Journey Advisory Group, LLC | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q3 2022 | 8 |
UBS OCONNOR LLC | 4 | 1 | 0.01% | 0.13% | 0.28% | Q3 2013 | Q3 2022 | 8 |
Allworth Financial LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 4 | 2 | 0.01% | 0.28% | 1.18% | Q2 2011 | Q4 2016 | 8 |
HL FINANCIAL SERVICES LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2019 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
TPH Asset Management, LLC | 8 | 8 | 0.54% | 1.01% | 1.73% | Q4 2013 | Q3 2015 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 8 |
Teza Capital Management LLC | 4 | 2 | 0.06% | 0.20% | 0.42% | Q1 2021 | Q3 2023 | 8 |
MERITAGE PORTFOLIO MANAGEMENT | 7 | 1 | 0.14% | 0.23% | 0.30% | Q3 2020 | Q4 2022 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.04% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Candriam S.C.A. | 8 | 8 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2018 | 8 |
Hodges Capital Management Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q2 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.87% | 1.54% | 2.24% | Q4 2021 | Q3 2023 | 8 |
American Investment Services, Inc. | 8 | 8 | 0.12% | 0.16% | 0.19% | Q1 2019 | Q4 2020 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Chessman Wealth Strategies RIA | 8 | 8 | 1.33% | 9.06% | 53.07% | Q4 2017 | Q3 2019 | 8 |
Tarbox Family Office, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Neo Ivy Capital Management | 2 | 1 | 0.09% | 0.52% | 0.82% | Q1 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.07% | 0.08% | 0.11% | Q4 2019 | Q3 2021 | 8 |
CCG WEALTH MANAGEMENT, LLC | 5 | 3 | 0.12% | 0.15% | 0.22% | Q4 2020 | Q4 2022 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.30% | 0.59% | 1.04% | Q4 2021 | Q3 2023 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q2 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.97% | 1.10% | 1.21% | Q4 2021 | Q3 2023 | 8 |
TSFG, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 6 | 2 | 0.02% | 0.25% | 0.46% | Q3 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 8 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 8 |
WealthTrust-Arizona, LLC | 8 | 8 | 0.04% | 0.12% | 0.15% | Q2 2013 | Q1 2015 | 8 |
Brinker Capital Investments, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 7 |
SRS Capital Advisors, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 7 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 3 | 0.03% | 0.10% | 0.25% | Q1 2016 | Q2 2020 | 7 |
USA FINANCIAL FORMULAS | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 7 |
Mondrian Investment Partners LTD | 7 | 7 | 0.00% | 0.08% | 0.13% | Q2 2020 | Q4 2021 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
DENVER INVESTMENT ADVISORS LLC | 6 | 1 | 0.04% | 0.07% | 0.14% | Q4 2015 | Q1 2018 | 7 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2020 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Highstreet Asset Management Inc. | 7 | 7 | 0.06% | 0.15% | 0.24% | Q2 2018 | Q4 2019 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
COHEN & STEERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
CLINTON GROUP INC | 2 | 1 | 0.01% | 0.12% | 0.32% | Q3 2014 | Q4 2017 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.00% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q1 2017 | 7 |
ARVEST TRUST CO N A | 5 | 2 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2022 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 7 |
Rodgers Brothers Inc. | 7 | 7 | 0.05% | 0.22% | 0.26% | Q1 2021 | Q3 2022 | 7 |
FDx Advisors, Inc. | 6 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q3 2017 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 7 |
Centiva Capital, LP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 7 |
Burt Wealth Advisors | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 7 |
Stanley-Laman Group, Ltd. | 7 | 7 | 0.26% | 0.35% | 0.42% | Q2 2016 | Q4 2017 | 7 |
Hennion & Walsh Asset Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 7 |
TRANSCEND CAPITAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
TRUST CO OF VIRGINIA /VA | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
River Road Asset Management, LLC | 7 | 7 | 0.20% | 0.33% | 0.44% | Q1 2021 | Q3 2022 | 7 |
Pinnacle Bancorp, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Essex Savings Bank | 5 | 1 | 0.07% | 0.13% | 0.18% | Q4 2018 | Q4 2022 | 7 |
Magellan Asset Management Ltd | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 4 | 3 | 0.14% | 0.16% | 0.18% | Q1 2019 | Q4 2020 | 7 |
Summit X, LLC | 6 | 1 | 0.01% | 0.48% | 0.72% | Q3 2018 | Q3 2020 | 7 |
Richard Bernstein Advisors LLC | 4 | 3 | 0.11% | 0.19% | 0.30% | Q2 2015 | Q1 2020 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 7 |
Echo Street Capital Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 7 |
OMERS ADMINISTRATION Corp | 3 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2019 | 7 |
Ecofin Advisors Ltd | 7 | 7 | 1.42% | 3.59% | 5.29% | Q2 2013 | Q4 2014 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2023 | 7 |
BAILARD, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.04% | 0.11% | 0.14% | Q1 2015 | Q3 2016 | 7 |
Princeton Alpha Management LP | 3 | 1 | 0.12% | 0.18% | 0.29% | Q4 2013 | Q2 2016 | 7 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 7 | 7 | 1.37% | 1.59% | 1.79% | Q2 2013 | Q4 2014 | 7 |
Laurel Wealth Advisors, Inc. | 4 | 3 | 0.04% | 0.15% | 0.30% | Q1 2016 | Q4 2021 | 7 |
Kovack Advisors, Inc. | 7 | 7 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
GoalVest Advisory LLC | 7 | 7 | 0.00% | 0.59% | 0.87% | Q2 2022 | Q4 2023 | 7 |
Vestcor Inc | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
Aspire Private Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q1 2021 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q2 2017 | 6 |
ROPES WEALTH ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Beck Bode, LLC | 2 | 1 | 0.01% | 2.90% | 4.07% | Q4 2018 | Q3 2021 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2018 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 6 |
NEWGATE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.33% | 0.41% | 0.49% | Q4 2014 | Q1 2016 | 6 |
Magnus Financial Group LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 6 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.06% | 0.07% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Keystone Financial Planning, Inc. | 6 | 6 | 0.17% | 2.60% | 3.31% | Q1 2015 | Q2 2016 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
BRYN MAWR CAPITAL MANAGEMENT INC | 6 | 6 | 0.14% | 0.62% | 1.16% | Q2 2013 | Q3 2014 | 6 |
Soros Fund Management | 3 | 1 | 0.13% | 0.21% | 0.39% | Q2 2013 | Q1 2016 | 6 |
Airain ltd | 2 | 1 | 0.03% | 0.10% | 0.19% | Q1 2014 | Q1 2017 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Pinion Investment Advisors, LLC | 6 | 6 | 0.19% | 0.28% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q4 2020 | 6 |
Oakworth Capital, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
CFS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Dynamic Capital Management Ltd | 2 | 2 | 0.12% | 0.23% | 0.48% | Q3 2013 | Q4 2017 | 6 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q2 2023 | 6 |
PineBridge Investments, L.P. | 3 | 1 | 0.01% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q3 2014 | 6 |
NATIONAL BANK OF CANADA /FI/ | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.03% | 0.12% | 0.16% | Q4 2021 | Q3 2023 | 6 |
HARTLINE INVESTMENT CORP/ | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 6 |
DUALITY ADVISERS, LP | 4 | 1 | 0.12% | 0.18% | 0.26% | Q3 2019 | Q3 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.03% | 0.10% | 0.18% | Q4 2020 | Q1 2022 | 6 |
Quent Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.03% | 0.10% | 0.26% | Q2 2013 | Q3 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ING GROEP NV | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 6 |
GREAT LAKES ADVISORS, LLC | 5 | 1 | 0.01% | 0.28% | 0.37% | Q2 2018 | Q2 2022 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 0.13% | 0.17% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.01% | 0.06% | 0.12% | Q4 2019 | Q1 2021 | 6 |
Thomasville National Bank | 3 | 1 | 0.04% | 0.06% | 0.10% | Q3 2013 | Q3 2017 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Trilogy Capital Inc. | 4 | 2 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q4 2022 | 6 |
GAM SYSTEMATIC LLP | 6 | 6 | 0.03% | 0.11% | 0.23% | Q1 2016 | Q2 2017 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Nicholas Hoffman & Company, LLC. | 6 | 6 | 0.02% | 0.07% | 0.10% | Q4 2020 | Q1 2022 | 6 |
Blackstart Capital LP | 3 | 1 | 2.58% | 4.09% | 7.02% | Q4 2016 | Q2 2020 | 6 |
Summit Global Investments | 6 | 6 | 1.10% | 1.33% | 2.09% | Q4 2018 | Q1 2020 | 6 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 6 | 6 | 1.17% | 1.28% | 1.65% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 6 |
Ocean Capital Management, LLC | 6 | 6 | 0.18% | 0.29% | 0.38% | Q4 2018 | Q1 2020 | 6 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.26% | 0.60% | Q4 2013 | Q2 2021 | 6 |
Karp Capital Management Corp | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2018 | 6 |
HighVista Strategies LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q3 2018 | 6 |
Dai-ichi Life Insurance Company, Ltd | 6 | 6 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q2 2020 | 6 |
B. Riley Wealth Advisors, Inc. | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.05% | 0.05% | 0.07% | Q2 2019 | Q1 2021 | 5 |
Madden Advisory Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 5 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q2 2020 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 5 |
GODSEY & GIBB, INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
Amundi | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 5 |
SECOR Capital Advisors, LP | 2 | 1 | 0.07% | 0.38% | 1.06% | Q1 2014 | Q4 2015 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2021 | 5 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.10% | 0.19% | 0.30% | Q4 2020 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
EHP Funds Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q1 2023 | 5 |
Invst, LLC | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q4 2022 | 5 |
GLG LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2017 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.06% | 0.09% | 0.11% | Q3 2021 | Q3 2022 | 5 |
Blueshift Asset Management, LLC | 3 | 2 | 0.06% | 0.14% | 0.28% | Q1 2019 | Q1 2021 | 5 |
CapWealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.03% | 0.14% | 0.31% | Q1 2014 | Q3 2018 | 5 |
EVOKE WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Timber Hill LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 5 |
MASTRAPASQUA ASSET MANAGEMENT INC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q2 2014 | 5 |
Symmetry Partners, LLC | 5 | 5 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q4 2019 | 5 |
Sculptor Capital LP | 5 | 5 | 0.24% | 0.31% | 0.47% | Q2 2013 | Q2 2014 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Sonora Investment Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 5 |
Sciencast Management LP | 1 | 1 | 0.13% | 0.35% | 0.63% | Q1 2017 | Q3 2023 | 5 |
GREENWOOD GEARHART INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2018 | Q3 2019 | 5 |
Principal Street Partners, LLC | 5 | 5 | 0.78% | 1.08% | 1.23% | Q3 2022 | Q3 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.13% | 0.36% | Q3 2020 | Q2 2023 | 5 |
Auxano Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
WESBANCO BANK INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 5 |
Brookfield Asset Management | 4 | 1 | 0.03% | 0.08% | 0.20% | Q3 2013 | Q4 2020 | 5 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.04% | 0.10% | 0.24% | Q2 2016 | Q3 2022 | 5 |
Zebra Capital Management LLC | 5 | 5 | 0.34% | 0.57% | 0.69% | Q3 2015 | Q3 2016 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2020 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 2 | 0.03% | 0.13% | 0.28% | Q3 2018 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q2 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Artemis Investment Management LLP | 4 | 1 | 0.01% | 0.16% | 0.26% | Q4 2018 | Q2 2020 | 5 |
KCM INVESTMENT ADVISORS LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 5 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.01% | 0.04% | 0.13% | Q3 2015 | Q4 2017 | 5 |
DENALI ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHURCHILL MANAGEMENT Corp | 5 | 5 | 0.14% | 0.22% | 0.26% | Q4 2021 | Q4 2022 | 5 |
SHIKIAR ASSET MANAGEMENT INC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q3 2022 | 5 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Nikko Asset Management Americas, Inc. | 3 | 2 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q2 2017 | 5 |
Inspire Advisors, LLC | 4 | 1 | 0.01% | 0.10% | 0.18% | Q4 2020 | Q1 2023 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.02% | 0.08% | 0.11% | Q1 2021 | Q2 2022 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.06% | 0.24% | 0.52% | Q4 2014 | Q3 2019 | 5 |
Archer Investment Corp | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Cordasco Financial Network | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 5 |
MUFG Securities EMEA plc | 5 | 5 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q2 2020 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.08% | 0.60% | 2.31% | Q2 2020 | Q1 2022 | 5 |
Oak Grove Capital LLC | 5 | 5 | 0.09% | 0.17% | 0.25% | Q4 2018 | Q4 2019 | 5 |
Vigilant Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.08% | 0.16% | Q2 2021 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.27% | 0.37% | 0.49% | Q4 2022 | Q4 2023 | 5 |
TOWER BRIDGE ADVISORS | 3 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Hanson & Doremus Investment Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 5 |
Windsor Capital Management, LLC | 3 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2015 | 4 |
Meiji Yasuda Asset Management Co Ltd. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2014 | Q1 2017 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.15% | 0.21% | 0.32% | Q4 2022 | Q3 2023 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q3 2017 | 4 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 3 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2022 | 4 |
Energy Income Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FOSTER & MOTLEY INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2023 | 4 |
Boston Common Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 4 |
Wilmington Funds Management Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
TFS CAPITAL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2016 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SEI TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Meiji Yasuda Life Insurance Co | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q1 2016 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.05% | 0.13% | 0.21% | Q4 2019 | Q4 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.26% | 0.30% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
BBT Capital Management, LLC | 4 | 4 | 0.20% | 0.59% | 1.04% | Q4 2013 | Q3 2014 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.18% | 0.22% | 0.29% | Q4 2022 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2018 | 4 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 4 |
Arden Trust Co | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.27% | 0.31% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.25% | 0.32% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 4 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 4 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.38% | 0.95% | Q3 2016 | Q1 2021 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2015 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 4 |
KENNEDY CAPITAL MANAGEMENT LLC | 4 | 4 | 0.17% | 0.28% | 0.35% | Q2 2016 | Q1 2017 | 4 |
COZAD ASSET MANAGEMENT INC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q4 2019 | 4 |
MONETARY MANAGEMENT GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.32% | 0.36% | 0.40% | Q1 2019 | Q4 2019 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.06% | 0.14% | Q1 2022 | Q2 2023 | 4 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 4 |
NatWest Group plc | 4 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2014 | 4 |
LNZ Capital LP | 2 | 1 | 1.91% | 3.96% | 7.62% | Q4 2015 | Q2 2021 | 4 |
Atria Investments, Inc | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Peterson Financial Group, Inc. | 4 | 4 | 0.42% | 0.50% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Rockbridge Investment Management, LCC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 4 |
Veracity Capital LLC | 3 | 1 | 0.06% | 0.33% | 0.44% | Q4 2019 | Q1 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.07% | 0.13% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q3 2018 | Q2 2019 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.08% | 0.19% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Nelson Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
D.A. DAVIDSON & CO. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.15% | 0.24% | Q3 2020 | Q4 2021 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
BARINGS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 4 |
Amica Retiree Medical Trust | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
KEYBANK NATIONAL ASSOCIATION/OH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TOBAM | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
USS Investment Management Ltd | 3 | 3 | 0.05% | 0.10% | 0.13% | Q4 2015 | Q2 2016 | 3 |
AMICA MUTUAL INSURANCE CO | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Convergence Investment Partners, LLC | 3 | 3 | 0.35% | 0.44% | 0.49% | Q4 2018 | Q2 2019 | 3 |
Invictus RG Pte. Ltd. | 3 | 3 | 0.02% | 0.17% | 0.29% | Q1 2015 | Q3 2015 | 3 |
Grove Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Syntal Capital Partners, LLC | 3 | 3 | 0.24% | 0.29% | 0.33% | Q1 2019 | Q3 2019 | 3 |
AMICA PENSION FUND BOARD OF TRUSTEES | 3 | 3 | 0.08% | 0.10% | 0.10% | Q4 2017 | Q2 2018 | 3 |
A. D. Beadell Investment Counsel, Inc. | 3 | 3 | 0.27% | 0.29% | 0.30% | Q2 2015 | Q4 2015 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q2 2013 | Q4 2013 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Pensionfund DSM Netherlands | 2 | 1 | 0.36% | 0.43% | 0.47% | Q4 2017 | Q3 2018 | 3 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2020 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q3 2017 | Q4 2018 | 3 |
MANA Advisors LLC | 2 | 1 | 0.18% | 0.87% | 1.76% | Q4 2017 | Q2 2019 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Qtron Investments LLC | 3 | 3 | 0.22% | 0.26% | 0.32% | Q4 2018 | Q2 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 3 | 3 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q4 2013 | 3 |
Pendal Group Ltd | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AEGON ASSET MANAGEMENT UK PLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2017 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bridgefront Capital, LLC | 1 | 1 | 0.12% | 0.29% | 0.43% | Q4 2021 | Q2 2023 | 3 |
Centenus Global Management, LP | 2 | 1 | 0.80% | 1.27% | 1.64% | Q1 2018 | Q1 2020 | 3 |
LORD, ABBETT & CO. LLC | 3 | 3 | 0.04% | 0.06% | 0.10% | Q3 2018 | Q1 2019 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.11% | 0.14% | 0.17% | Q4 2019 | Q2 2020 | 3 |
BLAIR WILLIAM & CO/IL | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.19% | 0.34% | 0.47% | Q1 2022 | Q2 2023 | 3 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 3 |
WASHINGTON TRUST BANK | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2017 | 3 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2019 | 3 |
Coann Capital LLC | 3 | 3 | 4.56% | 6.14% | 7.66% | Q2 2021 | Q4 2021 | 3 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q1 2021 | 3 |
Integrated Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Covalis Capital LLP | 3 | 3 | 4.17% | 4.69% | 5.47% | Q4 2017 | Q2 2018 | 3 |
Resource Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.19% | 0.41% | 0.76% | Q4 2022 | Q3 2023 | 3 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 3 |
AIA Investment Management Private Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Vontobel Holding Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cerebellum GP, LLC | 2 | 1 | 0.09% | 0.16% | 0.31% | Q4 2017 | Q3 2020 | 3 |
Cordatus Wealth Management LLC | 3 | 3 | 0.32% | 0.70% | 1.45% | Q4 2018 | Q2 2019 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.56% | 0.92% | Q1 2015 | Q2 2016 | 3 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 3 | 0.24% | 0.30% | 0.38% | Q2 2013 | Q4 2013 | 3 |
CHEMICAL BANK | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.09% | 0.44% | 0.67% | Q1 2017 | Q4 2018 | 3 |
Arabesque Asset Management Ltd | 3 | 3 | 0.48% | 0.88% | 1.37% | Q4 2018 | Q2 2019 | 3 |
MISSION WEALTH MANAGEMENT, LP | 3 | 3 | 0.07% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
NORTHPOINTE CAPITAL LLC | 3 | 3 | 0.56% | 0.94% | 1.16% | Q1 2019 | Q3 2019 | 3 |
Corsicana & Co. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Parkwood LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2016 | Q2 2017 | 3 |
CADINHA & CO LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Fieldpoint Private Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 3 |
INCEPTIONR LLC | 2 | 1 | 0.33% | 0.38% | 0.45% | Q4 2022 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2021 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 2 | 1 | 0.04% | 0.08% | 0.10% | Q1 2013 | Q1 2017 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q4 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 3 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.74% | 1.06% | 1.43% | Q2 2013 | Q4 2013 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
44 WEALTH MANAGEMENT LLC | 3 | 3 | 2.15% | 2.23% | 2.34% | Q1 2021 | Q3 2021 | 3 |
Donoghue Forlines LLC | 1 | 1 | 0.25% | 0.28% | 0.34% | Q4 2020 | Q3 2023 | 3 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Everhart Financial Group, Inc. | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q1 2022 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 2 | 1 | 0.03% | 0.77% | 1.82% | Q4 2013 | Q3 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Pensionfund Sabic | 2 | 1 | 0.37% | 0.49% | 0.55% | Q4 2017 | Q3 2018 | 3 |
KHP Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 2 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 2 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q3 2019 | Q2 2020 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Tortoise Index Solutions, LLC | 2 | 2 | 2.05% | 2.11% | 2.17% | Q2 2015 | Q3 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Litman Gregory Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.13% | 0.20% | 0.28% | Q4 2018 | Q1 2019 | 2 |
Centre Asset Management, LLC | 2 | 2 | 1.62% | 1.66% | 1.69% | Q3 2020 | Q4 2020 | 2 |
XTX Topco Ltd | 1 | 1 | 0.08% | 0.11% | 0.15% | Q3 2021 | Q3 2022 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.34% | 0.36% | 0.37% | Q1 2022 | Q3 2022 | 2 |
FourThought Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 2 |
Townsend & Associates, Inc | 2 | 2 | 1.75% | 2.14% | 2.52% | Q1 2018 | Q2 2018 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 0.12% | 0.17% | 0.22% | Q3 2020 | Q4 2020 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Trust Co of Kansas | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2022 | 2 |
TD Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FCF Advisors LLC | 2 | 2 | 1.08% | 1.09% | 1.11% | Q4 2018 | Q1 2019 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 2 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Longbow Capital Partners, L.P. | 1 | 1 | 0.52% | 0.77% | 1.01% | Q3 2013 | Q3 2014 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2020 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Nair Vinay | 2 | 2 | 0.46% | 0.51% | 0.55% | Q4 2014 | Q1 2015 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q2 2022 | Q2 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Tradeworx Inc. | 2 | 2 | 0.11% | 0.18% | 0.26% | Q1 2013 | Q2 2013 | 2 |
Monarch Partners Asset Management LLC | 2 | 2 | 0.39% | 0.60% | 0.82% | Q1 2019 | Q2 2019 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q1 2023 | Q2 2023 | 2 |
Castleton Investment Management LLC | 1 | 1 | 1.56% | 1.80% | 2.04% | Q4 2017 | Q2 2018 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.34% | 0.64% | 0.94% | Q1 2023 | Q2 2023 | 2 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 2 |
National Pension Service | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Numeric Investors LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 2 |
Nexus Asset Management LLC | 1 | 1 | 1.70% | 1.76% | 1.81% | Q4 2013 | Q3 2014 | 2 |
Neuberger Berman Canada ULC | 1 | 1 | 0.07% | 0.07% | 0.08% | Q1 2016 | Q1 2017 | 2 |
HENNESSY ADVISORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.97% | 0.97% | 0.98% | Q2 2020 | Q4 2020 | 2 |
Charles Schwab Trust Co | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q2 2021 | 2 |
HAP Trading, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q4 2014 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Acrisure Capital Management, LLC | 2 | 2 | 0.96% | 1.27% | 1.59% | Q4 2022 | Q1 2023 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.30% | 0.43% | 0.56% | Q3 2015 | Q4 2015 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q4 2022 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Elo Mutual Pension Insurance Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
HighPoint Advisor Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q1 2019 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.23% | 0.27% | 0.31% | Q2 2015 | Q1 2016 | 2 |
LMR Partners LLP | 1 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Stone Ridge Asset Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
BMI CAPITAL CORP | 2 | 2 | 0.76% | 0.77% | 0.78% | Q2 2013 | Q3 2013 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q2 2013 | Q3 2013 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Knowledge Leaders Capital, LLC | 2 | 2 | 0.70% | 0.73% | 0.76% | Q2 2020 | Q3 2020 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.04% | 0.11% | 0.17% | Q1 2014 | Q2 2014 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
V Wealth Advisors LLC | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q3 2022 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q3 2013 | Q2 2016 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 2 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q3 2019 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 2 |
TIAA CREF TRUST CO FSB/MO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Hightower 6M Holding, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q4 2018 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
PEREGRINE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q3 2018 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Stephens Consulting, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PEOPLES BANK /OH | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Dean Capital Management | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2023 | Q3 2023 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
AVIVA PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
MENTA CAPITAL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
Diametric Capital, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2016 | Q1 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Advisor OS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2022 | Q2 2022 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Copper Rock Capital Partners, LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2013 | Q2 2013 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Atom Investors LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Invictus RG | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2021 | Q4 2021 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
EJF Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Avondale Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
AlphaCrest Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Opera Trading Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Acorn Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DEAN INVESTMENT ASSOCIATES, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2022 | Q1 2022 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2019 | Q3 2019 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Cypress Capital Group | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
KBI Global Investors Ltd | 1 | 1 | 2.05% | 2.05% | 2.05% | Q2 2016 | Q2 2016 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
Sunflower Bank, N.A. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Crestline Management, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2016 | Q3 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BURNEY CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
First National Bank of Hutchinson | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
STIFEL NICOLAUS & CO INC \MO\ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Bank OZK | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Yaupon Capital Management LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2021 | Q2 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2017 | Q1 2017 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2016 | Q1 2016 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own OGE ENERGY CORP or have owned OGE ENERGY CORP in the past.