Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 102 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 85 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 66 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 62 |
D. E. Shaw & Co., Inc. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 51 |
BARCLAYS PLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 49 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2018 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 45 |
BRANDES INVESTMENT PARTNERS, LP | 43 | 43 | 0.02% | 0.56% | 1.08% | Q4 2012 | Q2 2023 | 43 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.02% | 0.05% | 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% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 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 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
PROFUND ADVISORS LLC | 37 | 4 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
AQR Capital Management | 27 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 27 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 40 |
FIFTH THIRD BANCORP | 21 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
BlackRock Inc. | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
Bank of New York Mellon Corp | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
DekaBank Deutsche Girozentrale | 25 | 13 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 38 |
HSBC HOLDINGS PLC | 17 | 3 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 37 |
ClearBridge Investments | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 33 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 37 |
Daily Journal Corporation | 36 | 36 | 0.22% | 0.74% | 4.24% | Q4 2013 | Q3 2022 | 36 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
BANK OF MONTREAL /CAN/ | 30 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 36 | 36 | 0.00% | 0.00% | 0.03% | Q4 2014 | Q3 2023 | 36 |
CREDIT SUISSE AG/ | 16 | 9 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q4 2022 | 35 |
Advisors Asset Management, Inc. | 33 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Invesco Ltd. | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
GUGGENHEIM CAPITAL LLC | 14 | 4 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 34 |
STIFEL FINANCIAL CORP | 19 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 33 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.06% | 0.21% | Q2 2015 | Q3 2023 | 33 |
Spot Trading L.L.C | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 32 |
ENTERPRISE FINANCIAL SERVICES CORP | 24 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 32 |
Boston Partners | 19 | 13 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2023 | 32 |
Allianz Asset Management GmbH | 12 | 2 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q2 2023 | 32 |
JANE STREET GROUP, LLC | 6 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 31 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 31 | 31 | 0.01% | 0.07% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q4 2020 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 9 | 0.00% | 0.19% | 1.00% | Q2 2015 | Q3 2023 | 31 |
Walleye Trading LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2019 | 30 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
PZENA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.01% | 0.09% | 0.30% | Q1 2016 | Q2 2023 | 30 |
CoreCommodity Management, LLC | 23 | 7 | 0.13% | 0.42% | 0.83% | Q3 2013 | Q1 2021 | 30 |
SIGNATUREFD, LLC | 24 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 30 |
RWWM, Inc. | 23 | 7 | 0.33% | 3.30% | 5.91% | Q2 2014 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 29 | 29 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2023 | 29 |
MILLENNIUM MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 29 |
GLENMEDE TRUST CO NA | 20 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 29 |
Chou Associates Management | 26 | 2 | 0.16% | 0.56% | 0.96% | Q3 2015 | Q3 2022 | 28 |
PEAK6 Investments LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 28 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 28 | 28 | 0.17% | 0.25% | 0.36% | Q2 2016 | Q1 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA INVESTMENTS, LP | 21 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2022 | 27 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 27 | 27 | 3.84% | 8.36% | 15.07% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 21 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
GREENLEAF TRUST | 17 | 9 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 26 |
AVIVA PLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 26 |
HighTower Advisors, LLC | 13 | 3 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2022 | 26 |
ASSETMARK, INC | 25 | 1 | 0.00% | 0.03% | 0.21% | Q4 2015 | Q1 2023 | 26 |
THOMAS WHITE INTERNATIONAL LTD | 16 | 1 | 0.00% | 0.83% | 1.41% | Q2 2013 | Q1 2023 | 25 |
World Asset Management Inc | 25 | 25 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2019 | 25 |
IFP Advisors, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 25 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 25 | 25 | 0.01% | 0.10% | 0.28% | Q1 2017 | Q1 2023 | 25 |
TD ASSET MANAGEMENT INC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 24 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
Pacer Advisors, Inc. | 14 | 1 | 0.00% | 0.04% | 0.33% | Q4 2013 | Q3 2023 | 24 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2022 | 24 |
Global Retirement Partners, LLC | 14 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 24 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 24 |
WHITTIER TRUST CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 24 |
EAGLE ASSET MANAGEMENT INC | 13 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 23 |
Cornerstone Advisors, Inc. | 21 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 23 |
M&T BANK CORP | 17 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 23 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q1 2023 | 23 |
LPL Financial LLC | 12 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 23 |
TWO SIGMA ADVISERS, LP | 11 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2022 | 23 |
SEI INVESTMENTS CO | 21 | 1 | 0.00% | 0.01% | 0.10% | Q4 2014 | Q2 2021 | 23 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
AXA S.A. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2020 | 22 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 22 |
EARNEST PARTNERS LLC | 22 | 22 | 0.00% | 0.05% | 0.15% | Q4 2013 | Q1 2019 | 22 |
Cutler Group LLC / CA | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2020 | 22 |
Steward Partners Investment Advisory, LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 22 |
ATLAS CAPITAL ADVISORS LLC | 12 | 10 | 0.00% | 0.09% | 0.26% | Q1 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
HUNTINGTON NATIONAL BANK | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q4 2019 | 21 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 1 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
STRS OHIO | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
NEW YORK STATE COMMON RETIREMENT FUND | 16 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 20 |
Veritable, L.P. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2012 | Q2 2017 | 19 |
Geneos Wealth Management Inc. | 14 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2022 | 19 |
MACKENZIE FINANCIAL CORP | 12 | 7 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2018 | 19 |
SG Americas Securities, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 19 |
Hexavest Inc. | 12 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 19 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2023 | 18 |
SEGALL BRYANT & HAMILL, LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 16 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 18 |
Parallax Volatility Advisers, L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 18 |
NS Partners Ltd | 12 | 6 | 0.02% | 0.19% | 0.50% | Q2 2016 | Q1 2023 | 18 |
Private Capital Group, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 18 |
NEXT Financial Group, Inc | 7 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2021 | 17 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 17 | 17 | 0.02% | 1.88% | 3.18% | Q3 2013 | Q3 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Greenline Partners, LLC | 17 | 17 | 0.14% | 2.10% | 3.92% | Q3 2019 | Q3 2023 | 17 |
ARGA Investment Management, LP | 17 | 17 | 0.02% | 0.12% | 0.26% | Q2 2019 | Q2 2023 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 17 |
ClariVest Asset Management LLC | 14 | 3 | 0.00% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 17 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 17 | 17 | 0.06% | 0.21% | 0.27% | Q3 2016 | Q3 2020 | 17 |
Raymond James Financial Services Advisors, Inc. | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 0.16% | 0.40% | 0.85% | Q4 2019 | Q3 2023 | 16 |
OPPENHEIMER & CO INC | 15 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2017 | 16 |
Smithfield Trust Co | 11 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 16 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 15 |
Cerity Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 15 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 7 | 2 | 0.05% | 0.38% | 0.86% | Q3 2015 | Q2 2020 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 15 | 15 | 0.11% | 1.20% | 3.24% | Q2 2013 | Q4 2016 | 15 |
Aquamarine Capital Management, LLC | 15 | 15 | 0.04% | 2.22% | 2.96% | Q4 2014 | Q2 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2021 | 15 |
BLUESTEIN R H & CO LLC | 8 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2022 | 15 |
PARADIGM ASSET MANAGEMENT CO LLC | 10 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
Willis Investment Counsel | 15 | 15 | 0.14% | 0.22% | 0.35% | Q4 2013 | Q2 2017 | 15 |
Gemmer Asset Management LLC | 9 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 15 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 14 |
Employees Retirement System of Texas | 10 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2022 | 14 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 14 | 14 | 0.02% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
Fairfax Financial Holdings | 14 | 14 | 0.53% | 0.77% | 1.09% | Q3 2015 | Q4 2018 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
RATIONAL ADVISORS LLC | 7 | 2 | 0.03% | 0.13% | 0.29% | Q1 2009 | Q1 2017 | 14 |
Glassman Wealth Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
ADVISOR PARTNERS LLC | 12 | 2 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 14 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.11% | 0.32% | Q2 2014 | Q3 2019 | 13 |
Banco de Sabadell, S.A | 13 | 13 | 0.04% | 0.07% | 0.19% | Q1 2018 | Q1 2021 | 13 |
FRANKLIN RESOURCES INC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2016 | 13 |
THOMPSON DAVIS & CO., INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Lourd Capital, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2018 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
Dynamic Capital Management Ltd | 5 | 1 | 0.03% | 0.22% | 0.42% | Q2 2013 | Q2 2018 | 12 |
SMITH ASSET MANAGEMENT GROUP LP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
AMUNDI ASSET MANAGEMENT US, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2015 | 12 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 6 | 0.00% | 0.07% | 0.74% | Q2 2013 | Q1 2017 | 12 |
Kiltearn Partners LLP | 12 | 12 | 0.42% | 3.38% | 4.71% | Q4 2013 | Q3 2016 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.16% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Corient Capital Partners, LLC | 7 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 2 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q2 2020 | 12 |
Elgethun Capital Management | 12 | 12 | 0.10% | 1.10% | 1.87% | Q4 2016 | Q3 2019 | 12 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
LOMBARDIA CAPITAL PARTNERS LLC | 12 | 12 | 0.06% | 0.26% | 0.47% | Q1 2014 | Q4 2016 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Commonwealth Equity Services, Inc | 8 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 12 |
HAP Trading, LLC | 2 | 1 | 0.00% | 0.06% | 0.41% | Q2 2015 | Q4 2021 | 12 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2019 | 11 |
CWM, LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2020 | 11 |
Rockefeller Capital Management L.P. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 11 |
Pinnacle Bancorp, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 11 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 3 | 0.02% | 0.05% | 0.09% | Q2 2020 | Q2 2023 | 11 |
Edgbaston Investment Partners LLP | 11 | 11 | 4.45% | 11.36% | 20.07% | Q1 2019 | Q3 2021 | 11 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 11 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2021 | 11 |
BlackRock Institutional Trust Company, N.A. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 11 |
THIRD AVENUE MANAGEMENT LLC | 11 | 11 | 0.75% | 2.80% | 3.84% | Q2 2013 | Q4 2015 | 11 |
Mizuho Securities Co. Ltd. | 11 | 11 | 0.01% | 0.05% | 0.27% | Q2 2020 | Q4 2022 | 11 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 11 |
Richard P Slaughter Associates Inc | 11 | 11 | 0.62% | 0.96% | 1.51% | Q1 2020 | Q3 2022 | 11 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2022 | 11 |
QS Investors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Tradewinds Global Investors, LLC | 10 | 10 | 0.65% | 1.30% | 3.25% | Q2 2014 | Q3 2016 | 10 |
SIT INVESTMENT ASSOCIATES INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
KCS Wealth Advisory | 10 | 10 | 0.22% | 0.75% | 0.92% | Q4 2017 | Q1 2020 | 10 |
HM PAYSON & CO | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 10 |
HARVARD MANAGEMENT CO INC | 10 | 10 | 0.05% | 0.12% | 0.17% | Q2 2013 | Q3 2015 | 10 |
INDUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.12% | 0.74% | 1.12% | Q1 2014 | Q2 2019 | 10 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.07% | 0.19% | Q4 2014 | Q3 2022 | 10 |
Nikko Asset Management Americas, Inc. | 10 | 10 | 0.38% | 0.49% | 0.58% | Q2 2013 | Q3 2015 | 10 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 10 |
RHUMBLINE ADVISERS | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 10 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2022 | 10 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Qtron Investments LLC | 9 | 9 | 0.23% | 0.60% | 1.12% | Q1 2020 | Q1 2022 | 9 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
Asset Management One Co., Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
ETRADE Capital Management LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Wealth Architects, LLC | 6 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
MERCATOR ASSET MANAGEMENT L P | 9 | 9 | 2.01% | 3.87% | 7.67% | Q2 2013 | Q2 2015 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2022 | 9 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.04% | 0.15% | 0.61% | Q3 2013 | Q2 2022 | 9 |
STEWART WEST INDIES TRADING CO., LTD | 9 | 9 | 0.40% | 0.57% | 0.68% | Q2 2013 | Q2 2015 | 9 |
CORRADO ADVISORS, LLC | 6 | 3 | 4.46% | 5.83% | 7.22% | Q4 2009 | Q1 2012 | 9 |
Verition Fund Management LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2019 | 9 |
Rehmann Capital Advisory Group | 7 | 2 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2019 | 9 |
LMR Partners LLP | 5 | 4 | 0.12% | 0.84% | 2.42% | Q3 2016 | Q1 2019 | 9 |
Numeric Investors LLC | 5 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2017 | 9 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2017 | 9 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 8 |
Segantii Capital Management Ltd | 2 | 1 | 0.00% | 0.83% | 3.29% | Q4 2013 | Q1 2023 | 8 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q4 2021 | 8 |
AdvisorNet Financial, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Athos Capital Ltd | 4 | 4 | 0.26% | 1.60% | 4.88% | Q2 2017 | Q4 2019 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 0.41% | 0.63% | 1.03% | Q4 2021 | Q3 2023 | 8 |
Legacy Wealth Asset Management, LLC | 8 | 8 | 0.11% | 0.41% | 0.62% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 8 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2019 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2018 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
U S GLOBAL INVESTORS INC | 7 | 1 | 0.01% | 0.09% | 0.62% | Q2 2016 | Q3 2021 | 8 |
REGIONS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 8 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Founders Capital Management | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2023 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 5 | 3 | 0.00% | 0.02% | 0.07% | Q4 2011 | Q3 2018 | 8 |
Sequoia Financial Advisors, LLC | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
FourThought Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 5 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2015 | 7 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2018 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
Ranger International Management, LP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q2 2018 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
MUFG Americas Holdings Corp | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2013 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
BlackRock Group LTD | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 7 |
West Family Investments, Inc. | 5 | 2 | 0.07% | 0.12% | 0.22% | Q2 2021 | Q3 2023 | 7 |
Counsel Portfolio Services Inc. | 7 | 7 | 0.05% | 0.09% | 0.16% | Q1 2014 | Q3 2015 | 7 |
Diversified Trust Co | 7 | 7 | 0.02% | 0.11% | 0.16% | Q2 2017 | Q4 2018 | 7 |
BOSTON ADVISORS LLC | 6 | 1 | 0.01% | 0.05% | 0.07% | Q4 2013 | Q3 2019 | 7 |
FIRST TRUST ADVISORS LP | 4 | 3 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q1 2017 | 7 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.12% | Q2 2013 | Q4 2014 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
American Portfolios Advisors | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 7 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.06% | 0.70% | 1.19% | Q1 2016 | Q2 2019 | 7 |
TOWLE & CO | 7 | 7 | 0.04% | 0.11% | 0.18% | Q1 2022 | Q3 2023 | 7 |
First Trust Bank, Ltd. | 7 | 7 | 3.28% | 5.75% | 8.54% | Q2 2013 | Q4 2014 | 7 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.05% | 0.21% | 0.45% | Q1 2016 | Q3 2018 | 7 |
Carroll Financial Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
BlackRock Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 7 |
Aquatic Capital Management LLC | 7 | 7 | 0.00% | 0.05% | 0.21% | Q4 2021 | Q2 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2021 | 7 |
Mizuho Trust & Banking Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 7 |
ADVISORY RESEARCH INC | 5 | 2 | 0.02% | 0.02% | 0.04% | Q3 2017 | Q3 2019 | 7 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 7 | 7 | 0.49% | 2.08% | 2.70% | Q2 2015 | Q4 2016 | 7 |
Janney Montgomery Scott LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Dorsey Wright & Associates | 3 | 3 | 0.06% | 0.93% | 1.26% | Q1 2021 | Q3 2023 | 6 |
TOWNSQUARE CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q4 2019 | 6 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 6 |
Shilanski & Associates, Inc. | 3 | 3 | 0.10% | 0.10% | 0.13% | Q1 2021 | Q3 2023 | 6 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q3 2020 | 6 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q1 2017 | Q3 2018 | 6 |
Ninety One UK Ltd | 5 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q4 2018 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
BFSG, LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q2 2022 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2015 | 6 |
NumerixS Investment Technologies Inc | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2018 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.00% | 0.03% | 0.04% | Q1 2013 | Q4 2021 | 6 |
WRAPMANAGER INC | 3 | 3 | 0.06% | 0.09% | 0.10% | Q1 2021 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.04% | 1.85% | 2.66% | Q2 2022 | Q3 2023 | 6 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 6 | 6 | 2.11% | 2.50% | 3.00% | Q2 2013 | Q3 2014 | 6 |
Dalal Street | 6 | 6 | 3.49% | 10.84% | 17.10% | Q2 2014 | Q3 2015 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Freedom Investment Management, Inc. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2021 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 6 |
D.A. DAVIDSON & CO. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.00% | 0.23% | 1.25% | Q3 2015 | Q2 2023 | 6 |
USA FINANCIAL FORMULAS | 6 | 6 | 0.09% | 0.11% | 0.12% | Q2 2017 | Q3 2018 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Airain ltd | 5 | 1 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q2 2017 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q1 2017 | 6 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Russell Clark Investment Management Ltd | 6 | 6 | 2.42% | 3.45% | 4.73% | Q1 2017 | Q2 2018 | 6 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 5 |
SCHWARTZ INVESTMENT COUNSEL INC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2014 | Q3 2015 | 5 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q2 2023 | 5 |
FCA CORP /TX | 5 | 5 | 0.14% | 0.18% | 0.21% | Q1 2014 | Q1 2015 | 5 |
Avior Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 5 |
Liberty Mutual Group Asset Management Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2017 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2014 | 5 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q2 2022 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
Arlington Partners LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q1 2019 | 5 |
GUARDIAN CAPITAL ADVISORS LP | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Daiwa Securities Group Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2012 | Q2 2013 | 5 |
Winslow, Evans & Crocker, Inc. | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2016 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.07% | 0.10% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Gilman Hill Asset Management, LLC | 5 | 5 | 0.41% | 0.59% | 0.71% | Q3 2022 | Q3 2023 | 5 |
DEERE & CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q3 2016 | 5 |
Knowledge Leaders Capital, LLC | 5 | 5 | 0.00% | 0.07% | 0.19% | Q1 2017 | Q1 2018 | 5 |
Compagnie Lombard Odier SCmA | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 5 |
PenderFund Capital Management Ltd. | 5 | 5 | 1.01% | 1.95% | 3.69% | Q4 2017 | Q4 2018 | 5 |
Mariner Wealth Advisors-Cincinnati, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q1 2015 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.07% | 0.44% | 1.63% | Q1 2014 | Q1 2022 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q2 2014 | 5 |
Barry Investment Advisors, LLC | 4 | 1 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q2 2018 | 5 |
Candriam S.C.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 5 |
Maj Invest Holding A/S | 5 | 5 | 0.69% | 0.99% | 1.28% | Q2 2020 | Q2 2021 | 5 |
VAN DEN BERG MANAGEMENT I, INC | 5 | 5 | 1.25% | 2.31% | 3.18% | Q3 2013 | Q3 2014 | 5 |
NFJ INVESTMENT GROUP, LLC | 5 | 5 | 0.26% | 0.31% | 0.38% | Q1 2022 | Q1 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.00% | 0.19% | 0.52% | Q4 2016 | Q4 2017 | 5 |
Mount Yale Investment Advisors, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q3 2021 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 5 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Mork Capital Management, LLC | 4 | 4 | 0.63% | 0.74% | 0.94% | Q4 2021 | Q3 2022 | 4 |
FEDERATED HERMES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
Banque Cantonale Vaudoise | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
HighTower Trust Company, N.A. | 4 | 4 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q1 2014 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2019 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Yorktown Management & Research Co Inc | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q4 2014 | 4 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2018 | 4 |
AMG National Trust Bank | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
CIBC Private Wealth Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Innovations LLC | 4 | 4 | 0.65% | 1.28% | 2.90% | Q4 2018 | Q3 2019 | 4 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q1 2016 | 4 |
Sensato Investors LLC | 3 | 1 | 0.06% | 0.25% | 0.60% | Q3 2017 | Q4 2018 | 4 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2016 | Q3 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2019 | 4 |
NorthCoast Asset Management LLC | 3 | 1 | 0.04% | 0.17% | 0.27% | Q2 2016 | Q1 2021 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
ICON ADVISERS INC/CO | 4 | 4 | 0.21% | 0.28% | 0.31% | Q4 2017 | Q3 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
Factorial Partners, LLC | 4 | 4 | 0.14% | 0.29% | 0.36% | Q1 2019 | Q4 2019 | 4 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 4 |
Amundi | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Santa Fe Partners LLC | 2 | 1 | 0.04% | 0.08% | 0.13% | Q1 2014 | Q3 2015 | 4 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.09% | 0.13% | 0.20% | Q2 2010 | Q4 2013 | 4 |
Prestige Wealth Management Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
Parkwood LLC | 4 | 4 | 0.88% | 1.22% | 1.88% | Q4 2020 | Q3 2021 | 4 |
FIRST MANHATTAN CO. LLC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.29% | 0.49% | 0.71% | Q1 2022 | Q4 2022 | 4 |
Aris Wealth Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.28% | 0.43% | Q2 2014 | Q4 2016 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Acrospire Investment Management LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q3 2016 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.39% | 0.98% | Q3 2014 | Q4 2017 | 3 |
Holistic Financial Partners | 2 | 1 | 0.07% | 0.10% | 0.16% | Q4 2017 | Q1 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Global Thematic Partners, LLC | 3 | 3 | 0.02% | 0.53% | 0.93% | Q2 2015 | Q4 2015 | 3 |
FULTON BANK, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Standard Family Office LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
O'Keefe Stevens Advisory, Inc. | 3 | 3 | 2.33% | 2.47% | 2.56% | Q3 2017 | Q1 2018 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
STEPH & CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
CHECK CAPITAL MANAGEMENT INC/CA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Banco BTG Pactual S.A. | 2 | 1 | 0.20% | 0.35% | 0.45% | Q1 2021 | Q4 2021 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2013 | 3 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q2 2014 | 3 |
Bison Wealth, LLC | 3 | 3 | 0.13% | 0.18% | 0.25% | Q4 2014 | Q2 2015 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Glacier Peak Capital LLC | 2 | 1 | 0.42% | 1.25% | 2.05% | Q4 2013 | Q3 2014 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.00% | 0.08% | 0.13% | Q4 2014 | Q3 2017 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.09% | 0.18% | Q1 2021 | Q3 2021 | 3 |
Ninety One North America, Inc. | 2 | 1 | 0.12% | 0.27% | 0.37% | Q1 2018 | Q4 2018 | 3 |
PDS Planning, Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lombard Odier & Cie (Canada), Limited Partnership | 3 | 3 | 0.15% | 0.33% | 0.65% | Q3 2014 | Q1 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GPS Wealth Strategies Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.31% | 0.46% | 0.58% | Q1 2023 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2016 | Q1 2017 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q1 2017 | 3 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AXIOM INVESTORS LLC /DE | 3 | 3 | 0.18% | 0.32% | 0.40% | Q2 2013 | Q4 2013 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q3 2017 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 3 |
Kavar Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 3 |
CREDIT AGRICOLE S A | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Clear Harbor Asset Management, LLC | 3 | 3 | 0.10% | 0.16% | 0.19% | Q4 2014 | Q2 2015 | 3 |
Lester Murray Antman dba SimplyRich | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q3 2021 | 3 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 3 | 0.14% | 0.16% | 0.18% | Q4 2014 | Q2 2015 | 3 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2017 | Q1 2018 | 3 |
Legend Financial Advisors, Inc. | 2 | 1 | 0.36% | 0.37% | 0.40% | Q2 2021 | Q1 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
WealthStone, Inc. | 2 | 1 | 0.00% | 0.08% | 0.13% | Q2 2019 | Q1 2021 | 3 |
Independent Advisor Alliance | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FNY Investment Advisers, LLC | 3 | 3 | 0.01% | 0.42% | 0.65% | Q3 2018 | Q1 2019 | 3 |
Tidal Investments LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
FRED ALGER MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.33% | 0.43% | 0.54% | Q2 2021 | Q4 2021 | 3 |
Ovata Capital Management Ltd | 1 | 1 | 0.15% | 0.32% | 0.48% | Q4 2019 | Q2 2023 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
Maven Securities LTD | 1 | 1 | 0.12% | 0.58% | 1.04% | Q1 2017 | Q3 2018 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Lombard Odier Transatlantic Ltd | 2 | 2 | 0.25% | 0.30% | 0.35% | Q4 2014 | Q1 2015 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
XY Capital Ltd | 1 | 1 | 0.08% | 0.09% | 0.11% | Q3 2023 | Q3 2023 | 2 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.06% | 0.07% | 0.09% | Q2 2015 | Q3 2015 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 0.26% | 0.77% | 1.28% | Q3 2017 | Q4 2017 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PORTLAND INVESTMENT COUNSEL INC. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2014 | Q3 2014 | 2 |
GRATRY & Co LLC | 2 | 2 | 0.22% | 0.28% | 0.35% | Q4 2016 | Q1 2017 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.08% | 0.16% | 0.24% | Q2 2013 | Q3 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q4 2017 | 2 |
NewEdge Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 2 |
DGS Capital Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q1 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Invictus RG | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
Twin Tree Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
GeoSphere Capital Management, LLC | 2 | 2 | 6.27% | 6.91% | 7.56% | Q2 2014 | Q3 2014 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
F&C Asset Management plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Salient Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2014 | 2 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 2 |
BARINGS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2017 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 2 |
VNBTrust, National Association | 2 | 2 | 0.23% | 0.23% | 0.24% | Q1 2015 | Q2 2015 | 2 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ING GROEP NV | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2013 | Q3 2013 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
TCW GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 2 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Perigon Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 2 |
DnB Asset Management AS | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q1 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q3 2018 | 2 |
McCarthy Grittinger Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2013 | 2 |
BlueCrest Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
BLACKROCK ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2016 | Q4 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NatWest Group plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
GAM Holding AG | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2014 | Q1 2014 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Foster Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Glovista Investments LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2017 | Q1 2017 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TDAM USA INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ACCIDENT COMPENSATION CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
DREMAN VALUE MANAGEMENT, L L C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
ADAMS HILL CAPITAL LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2014 | Q2 2014 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CONNING INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AUGUSTINE ASSET MANAGEMENT INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2014 | Q4 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TODD ASSET MANAGEMENT LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McIlrath & Eck, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Victoria 1522 Investments, LP | 1 | 1 | 3.84% | 3.84% | 3.84% | Q3 2014 | Q3 2014 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2014 | Q3 2014 | 1 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 9.42% | 9.42% | 9.42% | Q3 2016 | Q3 2016 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crestline Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
White River Investment Partners, LLC | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2014 | Q3 2014 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Greylin Investment Management, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PASTEL & ASSOCIES SA | 1 | 1 | 4.69% | 4.69% | 4.69% | Q2 2016 | Q2 2016 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ashmore Group plc | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2014 | Q3 2014 | 1 |
INR ADVISORY SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
1919 Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
External links
This page lists all the filers that currently own POSCO or have owned POSCO in the past.