Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 57 |
Citadel Advisors | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 49 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 44 |
GOLDMAN SACHS GROUP INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 38 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
PROSPECTOR PARTNERS LLC | 33 | 33 | 0.05% | 0.62% | 1.36% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 32 | 32 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Klingman & Associates, LLC | 32 | 32 | 0.91% | 1.77% | 3.03% | Q4 2015 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
VALLEY NATIONAL ADVISERS INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q3 2023 | 32 |
PNC FINANCIAL SERVICES GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
FMR LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
AMERICAN INTERNATIONAL GROUP, INC. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Highlander Capital Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
GEODE CAPITAL MANAGEMENT, LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
UBS Group AG | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
RAYMOND JAMES & ASSOCIATES | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
STATE STREET CORP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
Asset Management Group, Inc. | 32 | 32 | 0.43% | 0.69% | 0.99% | Q4 2015 | Q3 2023 | 32 |
DEUTSCHE BANK AG\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
VANGUARD GROUP INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
HUNTINGTON NATIONAL BANK | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
BlackRock Inc. | 30 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
North Star Investment Management Corp. | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
RHUMBLINE ADVISERS | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
PITTENGER & ANDERSON INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
NEW YORK STATE COMMON RETIREMENT FUND | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
METROPOLITAN LIFE INSURANCE CO/NY | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Advisory Services Network, LLC | 13 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
ALLIANCEBERNSTEIN L.P. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
FIFTH THIRD BANCORP | 30 | 30 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 30 |
VOYA INVESTMENT MANAGEMENT LLC | 29 | 29 | 0.00% | 0.00% | 0.05% | Q3 2016 | Q3 2023 | 29 |
Harbor Advisors LLC | 28 | 28 | 0.40% | 0.60% | 0.76% | Q4 2016 | Q3 2023 | 28 |
FISHMAN JAY A LTD/MI | 28 | 28 | 0.02% | 0.19% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Swiss National Bank | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
GAMCO INVESTORS, INC. ET AL | 28 | 28 | 0.02% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 28 |
MARTINGALE ASSET MANAGEMENT L P | 28 | 28 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
TWO SIGMA ADVISERS, LP | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 28 |
ClearBridge Investments | 25 | 2 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 27 |
DIMENSIONAL FUND ADVISORS LP | 26 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 27 |
Prospect Capital Advisors, LLC | 26 | 26 | 2.93% | 5.84% | 9.90% | Q2 2017 | Q3 2023 | 26 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
BESSEMER GROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2022 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Crestwood Advisors Group, LLC | 24 | 2 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
SEI INVESTMENTS CO | 14 | 11 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 25 |
TUDOR INVESTMENT CORP ET AL | 17 | 8 | 0.02% | 0.23% | 0.58% | Q4 2015 | Q3 2023 | 25 |
WHITTIER TRUST CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
LPL Financial LLC | 23 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
EAGLE ASSET MANAGEMENT INC | 24 | 24 | 0.03% | 0.32% | 0.46% | Q4 2017 | Q3 2023 | 24 |
Geneos Wealth Management Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 24 |
Kistler-Tiffany Companies, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2021 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
BANK OF MONTREAL /CAN/ | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
STRS OHIO | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 23 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 23 |
FIRST TRUST ADVISORS LP | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 23 |
SeaCrest Wealth Management, LLC | 16 | 6 | 0.03% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 22 |
Manchester Capital Management LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 22 |
AMERIPRISE FINANCIAL INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 22 |
AQR Capital Management | 14 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
HSBC HOLDINGS PLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
AXA S.A. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 22 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 22 | 22 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 22 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
D. E. Shaw & Co., Inc. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 21 |
NEXT Financial Group, Inc | 8 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 21 |
Parallel Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Winslow, Evans & Crocker, Inc. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2020 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
AMERICAN FINANCIAL GROUP INC | 21 | 21 | 0.02% | 0.04% | 0.10% | Q4 2015 | Q4 2020 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Allworth Financial LP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 20 |
MHR Fund Management | 20 | 20 | 0.95% | 2.56% | 5.80% | Q4 2015 | Q3 2020 | 20 |
WEBSTER BANK, N. A. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
CACTI ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 20 |
Rockefeller Capital Management L.P. | 17 | 3 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
First Bank & Trust | 20 | 20 | 0.08% | 0.16% | 0.26% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2021 | 20 |
Bogart Wealth, LLC | 12 | 7 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
American Research & Management Co. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 19 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2022 | 19 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 18 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 19 |
Ruggie Capital Group | 14 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2020 | 19 |
Invesco Ltd. | 15 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Sessa Capital IM, L.P. | 18 | 18 | 0.29% | 5.72% | 11.31% | Q4 2015 | Q1 2020 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Carroll Financial Associates, Inc. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Russell Investments Group, Ltd. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 17 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
PRUDENTIAL FINANCIAL INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 17 |
PEAK6 Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 17 |
FIRST INTERSTATE BANK | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Squarepoint Ops LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 17 |
SG Americas Securities, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 17 |
ACADIAN ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 16 |
Eos Focused Equity Management, L.P. | 10 | 6 | 1.01% | 3.85% | 6.15% | Q4 2015 | Q2 2020 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 16 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
GSA CAPITAL PARTNERS LLP | 8 | 1 | 0.02% | 0.05% | 0.15% | Q3 2016 | Q2 2023 | 16 |
Sound Income Strategies, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
Quantinno Capital Management LP | 16 | 16 | 0.01% | 0.18% | 0.58% | Q4 2019 | Q3 2023 | 16 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 16 | 16 | 0.10% | 0.18% | 0.25% | Q4 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 14 | 2 | 0.00% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 16 |
Ironwood Financial, llc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2019 | 16 |
Shamrock Asset Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Clal Insurance Enterprises Holdings Ltd | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
SYNOVUS FINANCIAL CORP | 10 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 16 |
CAPTRUST FINANCIAL ADVISORS | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.10% | 0.50% | Q4 2015 | Q3 2023 | 15 |
BALDWIN BROTHERS LLC/MA | 11 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 15 |
FEDERATED HERMES, INC. | 8 | 7 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q1 2022 | 15 |
ROYCE & ASSOCIATES LP | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2021 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
IEQ CAPITAL, LLC | 15 | 15 | 0.04% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
JFS WEALTH ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Grandeur Peak Global Advisors, LLC | 15 | 15 | 0.42% | 1.32% | 2.68% | Q1 2020 | Q3 2023 | 15 |
MEEDER ASSET MANAGEMENT INC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 15 |
TimesSquare Capital Management, LLC | 14 | 14 | 0.13% | 0.28% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Edge Wealth Management LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2015 | Q2 2020 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
Catalyst Capital Advisors LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON GROUP PLC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 14 |
Burt Wealth Advisors | 12 | 2 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q4 2020 | 14 |
Mercer Capital Advisers, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
TOWNSQUARE CAPITAL LLC | 12 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 14 |
HighTower Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2018 | 13 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 13 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Wealthspire Advisors, L.P. | 11 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q1 2019 | 13 |
CWM, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
AMALGAMATED BANK | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Financial Architects, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 13 |
First Horizon Advisors, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
abrdn plc | 13 | 13 | 0.02% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 13 |
MALTESE CAPITAL MANAGEMENT LLC | 12 | 1 | 0.16% | 0.45% | 0.77% | Q2 2017 | Q1 2021 | 13 |
TEACHERS ADVISORS, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 12 |
GABELLI FUNDS LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Chicago Partners Investment Group LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Man Group plc | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Horizon Kinetics | 12 | 12 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Compagnie Lombard Odier SCmA | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Allianz Asset Management GmbH | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2022 | 11 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.07% | 0.30% | Q4 2018 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Glassman Wealth Services | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 11 |
Cable Hill Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
CARILLON TOWER ADVISERS, INC. | 11 | 11 | 0.11% | 0.26% | 0.56% | Q2 2018 | Q4 2020 | 11 |
Cubist Systematic Strategies, LLC | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2022 | 11 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.01% | 0.08% | Q2 2020 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Redwood Investments, LLC | 11 | 11 | 1.03% | 1.70% | 2.84% | Q3 2020 | Q1 2023 | 11 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 11 |
Parallax Volatility Advisers, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 11 |
WINTON GROUP Ltd | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2021 | 11 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.02% | 0.10% | Q3 2018 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 11 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 11 |
Keeley-Teton Advisors, LLC | 10 | 10 | 0.15% | 0.21% | 0.29% | Q2 2021 | Q3 2023 | 10 |
ProShare Advisors LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Legacy Advisors, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 10 |
Ulysses Management LLC | 10 | 10 | 0.31% | 1.11% | 1.73% | Q4 2015 | Q1 2018 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 10 |
Grisanti Capital Management LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2020 | 10 |
GLOBEFLEX CAPITAL L P | 10 | 10 | 0.02% | 0.08% | 0.15% | Q2 2020 | Q3 2022 | 10 |
Creative Planning | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2021 | 10 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 10 |
TCI Wealth Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 10 |
UNIVERSITY OF NOTRE DAME DU LAC | 10 | 10 | 1.24% | 1.65% | 2.06% | Q1 2016 | Q2 2018 | 10 |
Laurel Wealth Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Summit Global Investments | 10 | 10 | 0.04% | 0.15% | 0.26% | Q1 2021 | Q2 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2017 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Anchor Investment Management, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 9 |
SADOFF INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2018 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 1 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q1 2023 | 9 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 9 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 9 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
Hudson Bay Capital Management LP | 8 | 1 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q2 2022 | 9 |
JTC Employer Solutions Trustee Ltd | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ACCOUNT MANAGEMENT LLC | 4 | 1 | 0.19% | 0.24% | 0.29% | Q4 2017 | Q3 2023 | 9 |
Evercore Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 9 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
GW&K Investment Management, LLC | 9 | 9 | 0.08% | 0.10% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 7 | 2 | 0.05% | 0.08% | 0.15% | Q3 2020 | Q4 2022 | 9 |
Penn Capital Management Company, LLC | 9 | 9 | 0.54% | 0.64% | 0.81% | Q2 2017 | Q2 2019 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 9 |
ROCKEFELLER FINANCIAL SERVICES INC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 9 |
Interval Partners, LP | 5 | 1 | 0.02% | 0.09% | 0.22% | Q4 2017 | Q1 2023 | 9 |
SRS Capital Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 9 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q2 2018 | 8 |
ADVISORY RESEARCH INC | 4 | 2 | 0.00% | 0.08% | 0.15% | Q4 2015 | Q1 2023 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 8 |
A.R.T. Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 8 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 8 | 0.02% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 8 |
Florence Capital Advisors, LLC | 5 | 3 | 0.54% | 1.03% | 2.04% | Q4 2016 | Q2 2019 | 8 |
Three Corner Global Investors LP | 8 | 8 | 2.62% | 3.79% | 5.40% | Q2 2016 | Q1 2018 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hudock, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Holocene Advisors, LP | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Marshall Wace North America L.P. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2022 | 8 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q4 2021 | 8 |
PANAGORA ASSET MANAGEMENT INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2018 | 7 |
APG Asset Management N.V. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 7 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.02% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 7 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.02% | 0.30% | 1.12% | Q4 2017 | Q4 2020 | 7 |
Ranger International Management, LP | 7 | 7 | 0.00% | 0.03% | 0.13% | Q4 2015 | Q2 2017 | 7 |
Alberta Investment Management Corp | 7 | 7 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.00% | 0.29% | 0.48% | Q4 2015 | Q2 2021 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 7 |
AlphaCrest Capital Management LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2021 | Q3 2022 | 7 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2021 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2023 | 7 |
AEGON ASSET MANAGEMENT UK PLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q1 2019 | 7 |
FARMERS & MERCHANTS INVESTMENTS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
VAN ECK ASSOCIATES CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2019 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2017 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HARTWELL J M LIMITED PARTNERSHIP | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2018 | 7 |
HRT FINANCIAL LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BECK MACK & OLIVER LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q2 2017 | 7 |
Oakworth Capital, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2019 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 7 |
BRINKER CAPITAL INC | 7 | 7 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q2 2020 | 7 |
Brick & Kyle, Associates | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
ALGERT GLOBAL LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Principle Wealth Partners LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
Kingstown Capital | 7 | 7 | 1.14% | 2.38% | 3.37% | Q2 2016 | Q4 2017 | 7 |
AQR Arbitrage LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 7 |
GoalVest Advisory LLC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 7 |
INTRUST BANK NA | 6 | 1 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
LAZARD ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 7 |
Live Your Vision, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2017 | 6 |
PEAK6 Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Monarch Partners Asset Management LLC | 4 | 2 | 0.30% | 0.82% | 1.68% | Q1 2018 | Q2 2020 | 6 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 6 |
ALPS ADVISORS INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
Jupiter Investment Management Ltd | 6 | 6 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2018 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2018 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
SHELL ASSET MANAGEMENT CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GRAND JEAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.38% | 0.43% | 0.47% | Q4 2017 | Q1 2019 | 6 |
CAPITAL GUARDIAN TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 6 |
Westover Capital Advisors, LLC | 6 | 6 | 0.62% | 0.69% | 0.76% | Q3 2020 | Q4 2021 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2020 | 6 |
Employees Retirement System of Texas | 5 | 1 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q1 2019 | 6 |
Aquatic Capital Management LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Dean Capital Management | 4 | 2 | 0.84% | 1.17% | 1.94% | Q4 2019 | Q3 2023 | 6 |
Corsair Capital LLC | 6 | 6 | 83.84% | 92.17% | 100.00% | Q4 2018 | Q1 2020 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
SevenBridge Financial Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
DEAN INVESTMENT ASSOCIATES, LLC | 4 | 2 | 0.49% | 0.70% | 0.97% | Q4 2019 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Tortoise Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CREDIT AGRICOLE S A | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2019 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q3 2021 | 6 |
DUNCKER STREETT & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
HOWE & RUSLING INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 6 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Gladius Capital Management LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
BlackRock Group LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
FIRST FINANCIAL CORP /IN/ | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.02% | 0.07% | 0.12% | Q4 2015 | Q4 2018 | 5 |
M&T BANK CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SECOR Capital Advisors, LP | 4 | 1 | 0.04% | 0.14% | 0.31% | Q1 2017 | Q1 2019 | 5 |
Brookfield Asset Management | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.08% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Ancora Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 5 |
Knights of Columbus Asset Advisors LLC | 5 | 5 | 0.14% | 0.15% | 0.19% | Q3 2020 | Q3 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
JACOBS ASSET MANAGEMENT, LLC | 5 | 5 | 0.44% | 2.79% | 4.22% | Q2 2019 | Q2 2020 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 2 | 1.34% | 2.49% | 4.15% | Q2 2019 | Q3 2020 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2021 | 5 |
State of Wyoming | 5 | 5 | 0.02% | 0.05% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Byrne Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
FineMark National Bank & Trust | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 5 |
Krilogy Financial LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 5 |
SCOUT INVESTMENTS, INC. | 5 | 5 | 0.14% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
State of New Jersey Common Pension Fund D | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
AlphaMark Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2019 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Jacobi Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.07% | 0.12% | 0.17% | Q4 2015 | Q4 2016 | 5 |
Cambridge Investment Research Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL BANK SIOUX FALLS | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
SECURITY NATIONAL TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2020 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
EAM Investors, LLC | 2 | 1 | 0.11% | 0.33% | 0.59% | Q2 2017 | Q2 2020 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
FIRST MERCANTILE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 4 |
QS Investors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2022 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Bell Investment Advisors, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Spark Investment Management LLC | 3 | 1 | 0.04% | 0.14% | 0.24% | Q2 2018 | Q2 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Vantage Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.07% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
J. Goldman & Co LP | 4 | 4 | 0.07% | 0.19% | 0.38% | Q4 2015 | Q3 2016 | 4 |
NORGES BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2020 | 4 |
DekaBank Deutsche Girozentrale | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Prana Capital Management, LP | 4 | 4 | 0.04% | 0.07% | 0.12% | Q3 2022 | Q2 2023 | 4 |
Legacy Bridge, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
MYCIO WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2016 | 4 |
B. Riley Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
JNBA Financial Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Petrus Trust Company, LTA | 3 | 1 | 0.03% | 0.05% | 0.09% | Q2 2022 | Q3 2023 | 4 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.17% | 0.36% | 0.61% | Q4 2018 | Q3 2019 | 4 |
JW Asset Management, LLC | 4 | 4 | 0.08% | 0.16% | 0.28% | Q4 2015 | Q3 2016 | 4 |
PHYSICIANS FINANCIAL SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vestcor Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
HARBOR INVESTMENT ADVISORY, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Edge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Malaga Cove Capital, LLC | 4 | 4 | 0.44% | 0.55% | 0.63% | Q2 2017 | Q1 2018 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
WESTPORT RESOURCES MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
SMITH ASSET MANAGEMENT GROUP LP | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 4 |
Quad-Cities Investment Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.46% | 0.63% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.08% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2016 | Q1 2017 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 3 |
Guinness Asset Management LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
EAM Global Investors LLC | 2 | 1 | 0.38% | 0.48% | 0.59% | Q2 2018 | Q2 2020 | 3 |
Catamount Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
G2 Investment Partners Management LLC | 3 | 3 | 0.28% | 0.31% | 0.34% | Q4 2015 | Q2 2016 | 3 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Assenagon Asset Management S.A. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2020 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PUTNAM INVESTMENTS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 3 |
CIBC Private Wealth Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Barrett Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 3 |
MONECO Advisors, LLC | 2 | 1 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2021 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.14% | 0.28% | 0.43% | Q3 2022 | Q1 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 3 |
Spectrum Financial Alliance Ltd LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sowa Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Omnia Family Wealth, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 3 |
FJ Capital Management LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.22% | 0.23% | 0.26% | Q2 2023 | Q4 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 3 |
Graham Capital Management, L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Perigon Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Financial Advocates Investment Management | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2021 | Q3 2022 | 3 |
HALL LAURIE J TRUSTEE | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2022 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
EXANE DERIVATIVES | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 2 | 2 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q1 2016 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.28% | 0.33% | 0.37% | Q4 2020 | Q1 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.20% | 0.23% | 0.27% | Q2 2023 | Q3 2023 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.13% | 0.14% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HAP Trading, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2017 | Q4 2017 | 2 |
Olympiad Research LP | 1 | 1 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q4 2021 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Kazazian Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CapWealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Edmond de Rothschild (Europe) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q1 2016 | Q2 2016 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
ARROW FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2023 | 2 |
Jump Financial, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2022 | 2 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2021 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.28% | 0.61% | 0.94% | Q4 2015 | Q1 2016 | 2 |
MIDAS MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2021 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.05% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FRED ALGER MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2019 | 2 |
Napier Park Global Capital (US) LP | 2 | 2 | 1.60% | 2.23% | 2.86% | Q4 2015 | Q1 2016 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
CHASE INVESTMENT COUNSEL CORP | 2 | 2 | 0.12% | 0.13% | 0.13% | Q3 2020 | Q4 2020 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Virtus Fund Advisers, LLC | 2 | 2 | 0.24% | 0.25% | 0.25% | Q4 2022 | Q1 2023 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.15% | 0.21% | Q2 2020 | Q3 2020 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Atom Investors LP | 1 | 1 | 0.09% | 0.29% | 0.50% | Q2 2021 | Q1 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
NATIXIS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.26% | 0.27% | 0.29% | Q1 2017 | Q3 2017 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
MAI Capital Management | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Azora Capital LP | 2 | 2 | 0.53% | 1.18% | 1.82% | Q4 2017 | Q1 2018 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.50% | 0.56% | 0.62% | Q2 2021 | Q1 2022 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 1.34% | 1.51% | 1.67% | Q1 2022 | Q2 2022 | 2 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.33% | 0.39% | 0.45% | Q3 2020 | Q4 2020 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q4 2015 | 2 |
Smith Group Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CT Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2022 | 2 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q1 2016 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q1 2016 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Korea Investment CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Verdence Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Soros Fund Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2015 | Q4 2015 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Versor Investments LP | 1 | 1 | 0.05% | 0.05% | 0.05% | 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 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Espalier Global Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2015 | Q4 2015 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2015 | Q4 2015 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Ergoteles LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ASSETMARK, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
UNITED BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Arbiter Partners Capital Management LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2015 | Q4 2015 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
TANAKA CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Markel Corporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CHARTWELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Neuberger Berman Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Tufton Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Gator Capital Management, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2015 | Q4 2015 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2016 | Q1 2016 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Douglas C. Lane & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
External links
This page lists all the filers that currently own PJT PARTNERS INC or have owned PJT PARTNERS INC in the past.