Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 118 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 98 |
Walleye Trading LLC | 32 | 2 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q3 2023 | 98 |
Citadel Advisors | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 94 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 86 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 83 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 78 |
D. E. Shaw & Co., Inc. | 11 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 65 |
WOLVERINE TRADING, LLC | 17 | 3 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 64 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 60 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 59 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 1 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q2 2021 | 57 |
JANE STREET GROUP, LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 55 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 54 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 52 |
MILLENNIUM MANAGEMENT LLC | 29 | 4 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 52 |
Cutler Group LLC / CA | 10 | 3 | 0.00% | 0.00% | 0.04% | Q4 2015 | Q1 2022 | 52 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 51 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.02% | 0.03% | 0.04% | Q3 2011 | Q3 2023 | 49 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.06% | 0.33% | Q1 2012 | Q3 2023 | 47 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 46 |
Twin Tree Management, LP | 14 | 3 | 0.00% | 0.04% | 0.19% | Q1 2015 | Q1 2022 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 46 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 45 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.09% | 0.30% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.03% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.08% | 0.24% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.10% | Q1 2013 | Q3 2023 | 43 |
HSBC HOLDINGS PLC | 37 | 1 | 0.00% | 0.02% | 0.05% | Q2 2012 | Q3 2023 | 43 |
PEAK6 Group LLC | 19 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2018 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2017 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.21% | 0.46% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.18% | 0.53% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.30% | 0.47% | 0.67% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.03% | 0.05% | Q2 2012 | Q4 2022 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 1.07% | 2.22% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Cannell & Co. | 42 | 42 | 0.23% | 0.48% | 2.17% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.01% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.02% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 41 |
Somerset Trust Co | 41 | 41 | 0.19% | 0.47% | 0.75% | Q4 2013 | Q4 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.03% | 0.04% | 0.07% | Q1 2013 | Q3 2023 | 41 |
J.P. Morgan Private Wealth Advisors LLC | 41 | 41 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 39 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.24% | 0.81% | 1.16% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 19 | 5 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 40 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.07% | 0.14% | Q4 2013 | Q3 2023 | 40 |
ALPS ADVISORS INC | 25 | 14 | 0.00% | 0.03% | 0.28% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 24 | 1 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2023 | 39 |
GLENMEDE TRUST CO NA | 31 | 1 | 0.00% | 0.09% | 0.28% | Q1 2008 | Q3 2023 | 39 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 39 |
Creative Planning | 18 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
KBC Group NV | 34 | 5 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 39 |
FEDERATED HERMES, INC. | 34 | 1 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 25 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Brandywine Global Investment Management, LLC | 38 | 38 | 0.00% | 0.07% | 0.18% | Q2 2014 | Q3 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 32 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 38 |
Liberty Capital Management, Inc. | 26 | 12 | 0.26% | 1.12% | 1.74% | Q1 2014 | Q3 2023 | 38 |
Dana Investment Advisors, Inc. | 29 | 9 | 0.03% | 0.58% | 1.33% | Q4 2013 | Q3 2023 | 38 |
CENTRAL TRUST Co | 29 | 9 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 38 |
BNP Paribas Asset Management Holding S.A. | 38 | 38 | 0.00% | 0.04% | 0.15% | Q2 2014 | Q3 2023 | 38 |
FRANKLIN RESOURCES INC | 28 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 38 |
Bartlett & Co. LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 38 |
DUPONT CAPITAL MANAGEMENT CORP | 38 | 38 | 0.00% | 0.09% | 0.28% | Q1 2014 | Q2 2023 | 38 |
Asset Management One Co., Ltd. | 34 | 4 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 38 |
REGIONS FINANCIAL CORP | 33 | 5 | 0.01% | 0.12% | 0.49% | Q2 2013 | Q3 2023 | 38 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 1 | 0.00% | 0.23% | 0.55% | Q3 2013 | Q3 2023 | 38 |
Gotham Asset Management, LLC | 13 | 6 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q3 2023 | 38 |
Mitsubishi UFJ Trust & Banking Corp | 38 | 38 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 38 |
ROWLANDMILLER & PARTNERS.ADV | 37 | 37 | 0.09% | 0.29% | 0.53% | Q4 2014 | Q4 2023 | 37 |
CANADA PENSION PLAN INVESTMENT BOARD | 34 | 3 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 37 |
TUDOR INVESTMENT CORP ET AL | 9 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 37 |
ADAMS NATURAL RESOURCES FUND, INC. | 37 | 37 | 0.14% | 0.62% | 1.71% | Q3 2014 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 23 | 13 | 0.00% | 0.00% | 0.09% | Q3 2013 | Q3 2023 | 36 |
MACQUARIE GROUP LTD | 34 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 36 |
JLB & ASSOCIATES INC | 26 | 10 | 0.18% | 1.84% | 2.47% | Q3 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 25 | 4 | 0.06% | 0.12% | 0.18% | Q4 2013 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
WESTPAC BANKING CORP | 34 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 35 |
NORDEA INVESTMENT MANAGEMENT AB | 35 | 35 | 0.00% | 0.08% | 0.40% | Q1 2015 | Q3 2023 | 35 |
Cambridge Investment Research Advisors, Inc. | 30 | 1 | 0.01% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 35 |
BANK OF STOCKTON | 28 | 7 | 0.07% | 0.18% | 0.36% | Q4 2013 | Q1 2023 | 35 |
CIBC Asset Management Inc | 30 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 35 |
FIRST QUADRANT LLC/CA | 35 | 35 | 0.01% | 0.19% | 0.66% | Q2 2013 | Q4 2021 | 35 |
APG Asset Management N.V. | 35 | 35 | 0.00% | 0.07% | 0.23% | Q1 2015 | Q3 2023 | 35 |
MACKENZIE FINANCIAL CORP | 19 | 2 | 0.00% | 0.03% | 0.19% | Q3 2013 | Q3 2023 | 35 |
STRS OHIO | 33 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
Janney Montgomery Scott LLC | 32 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
BESSEMER GROUP INC | 26 | 1 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q3 2023 | 35 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 35 |
AMERICAN CENTURY COMPANIES INC | 20 | 2 | 0.00% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.08% | 0.19% | Q2 2015 | Q3 2023 | 34 |
NOMURA ASSET MANAGEMENT CO LTD | 34 | 34 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2023 | 34 |
TD ASSET MANAGEMENT INC | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 20 | 5 | 0.00% | 0.07% | 0.26% | Q2 2014 | Q1 2023 | 34 |
GUYASUTA INVESTMENT ADVISORS INC | 34 | 34 | 0.32% | 1.12% | 2.54% | Q2 2015 | Q3 2023 | 34 |
Gulf International Bank (UK) Ltd | 34 | 34 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 34 |
COLONY GROUP LLC | 26 | 8 | 0.00% | 0.07% | 0.27% | Q1 2014 | Q3 2023 | 34 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 34 | 34 | 0.09% | 0.76% | 1.39% | Q2 2015 | Q3 2023 | 34 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2022 | 34 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
JANUS HENDERSON GROUP PLC | 34 | 34 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q3 2023 | 34 |
FIRST NATIONAL TRUST CO | 27 | 1 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 34 |
Veritable, L.P. | 29 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 34 |
Sumitomo Mitsui Trust Holdings, Inc. | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
Mitsubishi UFJ Asset Management Co., Ltd. | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 5 | 0.00% | 0.02% | 0.11% | Q1 2014 | Q3 2023 | 34 |
Korea Investment CORP | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 34 |
FIRST FINANCIAL CORP /IN/ | 34 | 34 | 0.02% | 0.04% | 0.05% | Q2 2015 | Q3 2023 | 34 |
FIRST MANHATTAN CO. LLC. | 31 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 34 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 34 | 34 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Prospera Financial Services Inc | 20 | 1 | 0.04% | 0.09% | 0.28% | Q1 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
SVB WEALTH LLC | 31 | 2 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q1 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2023 | 33 |
Livforsakringsbolaget Skandia, Omsesidigt | 33 | 33 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 33 |
FULLER & THALER ASSET MANAGEMENT, INC. | 26 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 33 |
ASSETMARK, INC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q2 2021 | 33 |
EARNEST PARTNERS LLC | 33 | 33 | 0.13% | 0.18% | 0.26% | Q3 2015 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 22 | 1 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q3 2023 | 33 |
Daiwa Securities Group Inc. | 33 | 33 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q3 2023 | 33 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 7 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 32 |
Paloma Partners Management Co | 14 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2021 | 32 |
Nikko Asset Management Americas, Inc. | 24 | 8 | 0.01% | 0.06% | 0.21% | Q3 2015 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.01% | 0.11% | 0.43% | Q4 2015 | Q3 2023 | 32 |
Johnson Financial Group, Inc. | 18 | 4 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 32 |
Pacer Advisors, Inc. | 32 | 32 | 0.00% | 0.04% | 0.15% | Q4 2015 | Q3 2023 | 32 |
MEEDER ASSET MANAGEMENT INC | 29 | 3 | 0.01% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 32 |
Southeast Asset Advisors Inc. | 32 | 32 | 0.08% | 0.12% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q4 2023 | 32 |
Norinchukin Bank, The | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
OPPENHEIMER & CO INC | 25 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
OPTIMUM INVESTMENT ADVISORS | 31 | 31 | 0.06% | 0.13% | 0.24% | Q2 2016 | Q4 2023 | 31 |
Robeco Institutional Asset Management B.V. | 29 | 1 | 0.00% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2020 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
QS Investors, LLC | 27 | 4 | 0.00% | 0.11% | 0.61% | Q2 2013 | Q2 2021 | 31 |
Zurich Insurance Group Ltd/FI | 19 | 12 | 0.01% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 31 |
FDx Advisors, Inc. | 31 | 31 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q3 2023 | 31 |
Andra AP-fonden | 14 | 5 | 0.05% | 0.15% | 0.26% | Q2 2015 | Q2 2023 | 31 |
WRIGHT INVESTORS SERVICE INC | 31 | 31 | 0.12% | 0.41% | 0.78% | Q2 2013 | Q4 2020 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 31 |
Sandy Spring Bank | 27 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.17% | Q4 2015 | Q3 2023 | 31 |
Squarepoint Ops LLC | 23 | 1 | 0.00% | 0.06% | 0.23% | Q2 2015 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q4 2020 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.07% | 0.15% | Q1 2014 | Q4 2023 | 30 |
HARTFORD INVESTMENT MANAGEMENT CO | 25 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 30 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.01% | 0.10% | 0.16% | Q2 2013 | Q3 2020 | 30 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 19 | 11 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2020 | 30 |
CENTRAL BANK & TRUST CO | 30 | 30 | 0.01% | 0.45% | 1.36% | Q2 2016 | Q3 2023 | 30 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 16 | 2 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q4 2022 | 30 |
OLD NATIONAL BANCORP /IN/ | 30 | 30 | 0.05% | 0.15% | 0.26% | Q2 2016 | Q3 2023 | 30 |
SKBA CAPITAL MANAGEMENT LLC | 16 | 14 | 0.04% | 0.87% | 2.16% | Q1 2016 | Q3 2023 | 30 |
BARINGS LLC | 22 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 30 |
State of Alaska, Department of Revenue | 25 | 4 | 0.05% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 29 |
Parkside Financial Bank & Trust | 22 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 29 |
SASCO CAPITAL INC / CT/ | 29 | 29 | 0.00% | 0.09% | 1.18% | Q2 2013 | Q2 2020 | 29 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 26 | 2 | 0.00% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 28 |
MUFG Americas Holdings Corp | 23 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 28 |
PUTNAM INVESTMENTS LLC | 16 | 12 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q4 2020 | 28 |
AXA S.A. | 28 | 28 | 0.00% | 0.04% | 0.15% | Q2 2016 | Q1 2023 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 3 | 0.01% | 0.07% | 0.44% | Q2 2013 | Q3 2023 | 28 |
WHITTIER TRUST CO | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 21 | 7 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q3 2023 | 28 |
CADENCE CAPITAL MANAGEMENT LLC | 23 | 5 | 0.04% | 0.08% | 0.18% | Q3 2013 | Q3 2020 | 28 |
LS Investment Advisors, LLC | 23 | 5 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2020 | 28 |
TRUIST FINANCIAL CORP | 28 | 28 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 28 |
COLDSTREAM CAPITAL MANAGEMENT INC | 10 | 1 | 0.01% | 0.04% | 0.09% | Q3 2013 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.09% | 0.47% | Q4 2016 | Q3 2023 | 28 |
AMP Capital Investors Ltd | 27 | 27 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2021 | 27 |
LOOMIS SAYLES & CO L P | 22 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2019 | 27 |
CIBC WORLD MARKET INC. | 17 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 27 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.08% | 0.56% | Q1 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
NOMURA HOLDINGS INC | 13 | 1 | 0.00% | 0.01% | 0.08% | Q4 2012 | Q4 2021 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.00% | 0.11% | 0.20% | Q3 2013 | Q2 2020 | 27 |
CAPE COD FIVE CENTS SAVINGS BANK | 27 | 27 | 0.11% | 0.24% | 0.37% | Q1 2017 | Q3 2023 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
FIRST MIDWEST BANK TRUST DIVISION | 23 | 4 | 0.05% | 0.10% | 0.20% | Q3 2013 | Q4 2021 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 13 | 6 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA | 25 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 26 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.04% | 0.20% | Q3 2014 | Q4 2021 | 26 |
Glassman Wealth Services | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IFM Investors Pty Ltd | 26 | 26 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q3 2023 | 26 |
AMUNDI ASSET MANAGEMENT US, INC. | 26 | 26 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q1 2021 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.00% | 0.30% | 1.01% | Q2 2013 | Q3 2019 | 26 |
HARVEST MANAGEMENT LLC | 26 | 26 | 0.18% | 0.40% | 0.70% | Q3 2013 | Q4 2019 | 26 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 26 | 26 | 0.03% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
PROFUND ADVISORS LLC | 22 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
MASTRAPASQUA ASSET MANAGEMENT INC | 19 | 1 | 0.08% | 0.23% | 0.33% | Q2 2013 | Q4 2019 | 25 |
LSV ASSET MANAGEMENT | 19 | 6 | 0.01% | 0.23% | 0.57% | Q3 2015 | Q2 2023 | 25 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 25 | 25 | 0.00% | 0.02% | 0.09% | Q3 2017 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.10% | 0.17% | 0.24% | Q2 2013 | Q2 2019 | 25 |
AVIVA PLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Kentucky Retirement Systems | 25 | 25 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.02% | 0.06% | 0.21% | Q1 2016 | Q1 2022 | 25 |
FARMERS & MERCHANTS INVESTMENTS INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.02% | 0.06% | 0.12% | Q1 2013 | Q1 2019 | 25 |
SHELTON CAPITAL MANAGEMENT | 17 | 1 | 0.02% | 0.09% | 0.33% | Q2 2013 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
Weaver C. Barksdale & Associates, Inc. | 17 | 8 | 0.01% | 0.65% | 2.00% | Q2 2013 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 25 | 25 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 25 |
MCF Advisors LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Cubic Asset Management, LLC | 15 | 3 | 0.05% | 0.09% | 0.18% | Q4 2016 | Q2 2023 | 25 |
Chevy Chase Trust Holdings, LLC | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
ICON ADVISERS INC/CO | 17 | 7 | 0.10% | 0.58% | 1.43% | Q2 2014 | Q3 2022 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.06% | 0.12% | 0.29% | Q4 2017 | Q3 2023 | 24 |
NATIXIS | 6 | 2 | 0.00% | 0.02% | 0.14% | Q2 2014 | Q3 2023 | 24 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q1 2022 | 24 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 24 | 24 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2019 | 24 |
CIBC WORLD MARKETS CORP | 20 | 4 | 0.00% | 0.04% | 0.12% | Q3 2017 | Q3 2023 | 24 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2022 | 24 |
SUNTRUST BANKS INC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 24 |
DnB Asset Management AS | 24 | 24 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.23% | 1.20% | Q4 2017 | Q3 2023 | 24 |
LifePlan Financial Group, Inc | 21 | 3 | 0.02% | 0.19% | 0.31% | Q3 2013 | Q3 2020 | 24 |
MOODY LYNN & LIEBERSON, LLC | 13 | 11 | 0.03% | 0.06% | 0.35% | Q2 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2019 | 24 |
ADVISOR PARTNERS LLC | 24 | 24 | 0.04% | 0.06% | 0.08% | Q3 2016 | Q2 2022 | 24 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q3 2023 | 24 |
Candriam S.C.A. | 16 | 8 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q3 2023 | 24 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 24 | 24 | 0.89% | 2.13% | 2.78% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
IBM Retirement Fund | 15 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2022 | 24 |
Achmea Investment Management B.V. | 12 | 5 | 0.02% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.31% | 0.42% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Snowden Capital Advisors LLC | 13 | 2 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.09% | 0.56% | Q3 2013 | Q3 2023 | 23 |
Simmons Bank | 13 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.08% | Q1 2018 | Q3 2023 | 23 |
CREDIT AGRICOLE S A | 22 | 1 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 23 |
LAZARD ASSET MANAGEMENT LLC | 19 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.38% | 0.64% | 1.02% | Q1 2014 | Q3 2021 | 23 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q4 2022 | 23 |
PGGM Investments | 18 | 5 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.01% | 0.17% | Q3 2016 | Q2 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.02% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.04% | 0.56% | 0.77% | Q4 2017 | Q3 2023 | 23 |
BB&T SECURITIES, LLC | 23 | 23 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q2 2022 | 23 |
CWM, LLC | 15 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 23 |
EULAV Asset Management | 23 | 23 | 0.04% | 0.14% | 0.30% | Q2 2013 | Q4 2018 | 23 |
CIBC Private Wealth Group, LLC | 20 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.15% | 0.26% | 0.50% | Q1 2017 | Q2 2022 | 22 |
WealthTrust-Arizona, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q3 2018 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2020 | 22 |
BOSTON ADVISORS LLC | 16 | 1 | 0.03% | 0.16% | 0.57% | Q2 2013 | Q3 2019 | 22 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2021 | 22 |
BBVA USA Bancshares, Inc. | 22 | 22 | 0.02% | 0.07% | 0.10% | Q4 2015 | Q1 2021 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
HANCOCK WHITNEY CORP | 13 | 9 | 0.01% | 0.20% | 0.64% | Q2 2013 | Q4 2019 | 22 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 22 | 22 | 0.21% | 0.58% | 1.43% | Q2 2013 | Q3 2018 | 22 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 11 | 4 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q4 2022 | 22 |
Financial Architects, Inc | 17 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2020 | 22 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 11 | 1 | 0.05% | 0.08% | 0.10% | Q2 2016 | Q1 2023 | 22 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 11 | 1 | 0.01% | 0.04% | 0.17% | Q1 2013 | Q3 2023 | 22 |
Capital Innovations LLC | 20 | 2 | 0.80% | 3.28% | 10.25% | Q4 2013 | Q3 2019 | 22 |
STEPHENS INC /AR/ | 19 | 1 | 0.01% | 0.03% | 0.14% | Q2 2014 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 22 |
ENTERPRISE FINANCIAL SERVICES CORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2021 | 22 |
Robeco Schweiz AG | 14 | 8 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2022 | 22 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 22 |
CIGNA INVESTMENTS INC /NEW | 22 | 22 | 0.02% | 0.03% | 0.10% | Q4 2016 | Q1 2022 | 22 |
PALISADE CAPITAL MANAGEMENT, LP | 22 | 22 | 0.24% | 0.51% | 0.84% | Q4 2012 | Q1 2018 | 22 |
Centerpoint Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Maj Invest Holding A/S | 21 | 21 | 4.80% | 6.07% | 8.32% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
AllSquare Wealth Management LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 21 |
Vident Investment Advisory, LLC | 13 | 2 | 0.01% | 0.10% | 0.27% | Q1 2017 | Q2 2023 | 21 |
Stockman Wealth Management, Inc. | 13 | 2 | 0.05% | 0.08% | 0.21% | Q2 2017 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 11 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2020 | 21 |
HOWE & RUSLING INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 21 |
WINTON GROUP Ltd | 9 | 1 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q1 2023 | 21 |
National Pension Service | 14 | 7 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 21 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.12% | 0.26% | Q3 2013 | Q2 2022 | 21 |
Kentucky Retirement Systems Insurance Trust Fund | 17 | 3 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 20 |
AE Wealth Management LLC | 19 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.12% | 0.18% | 0.26% | Q4 2018 | Q3 2023 | 20 |
STRATEGY ASSET MANAGERS LLC | 19 | 1 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q2 2018 | 20 |
PEAPACK GLADSTONE FINANCIAL CORP | 20 | 20 | 0.31% | 0.48% | 0.64% | Q4 2018 | Q3 2023 | 20 |
First Eagle Investment Management, LLC | 15 | 2 | 0.00% | 0.27% | 0.58% | Q2 2013 | Q2 2019 | 20 |
Altshuler Shaham Ltd | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Norman Fields, Gottscho Capital Management, LLC | 20 | 20 | 1.64% | 2.57% | 3.12% | Q1 2019 | Q4 2023 | 20 |
ROPES WEALTH ADVISORS LLC | 20 | 20 | 0.00% | 0.06% | 0.16% | Q4 2015 | Q3 2020 | 20 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 20 |
Mn Services Vermogensbeheer B.V. | 14 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 20 |
COMMONWEALTH BANK OF AUSTRALIA | 17 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2019 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.44% | 0.58% | 0.71% | Q4 2018 | Q3 2023 | 20 |
PREMIER ASSET MANAGEMENT LLC | 10 | 10 | 0.06% | 0.23% | 0.75% | Q2 2016 | Q4 2022 | 20 |
American Research & Management Co. | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
PineBridge Investments, L.P. | 10 | 3 | 0.00% | 0.10% | 0.28% | Q4 2017 | Q3 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 20 |
FIRST CITIZENS BANK & TRUST CO | 10 | 10 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q3 2018 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 16 | 4 | 0.05% | 0.12% | 0.22% | Q4 2013 | Q2 2021 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.06% | 0.42% | Q1 2018 | Q3 2023 | 20 |
KCS Wealth Advisory | 20 | 20 | 0.30% | 0.66% | 1.16% | Q4 2018 | Q3 2023 | 20 |
CITY HOLDING CO | 15 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2023 | 19 |
Roble, Belko & Company, Inc | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 19 |
EATON VANCE MANAGEMENT | 19 | 19 | 0.00% | 0.11% | 0.18% | Q1 2018 | Q3 2022 | 19 |
Bowling Portfolio Management LLC | 16 | 3 | 0.08% | 0.39% | 1.44% | Q3 2013 | Q3 2022 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.32% | 0.45% | 0.61% | Q2 2017 | Q1 2022 | 19 |
Trexquant Investment LP | 7 | 1 | 0.03% | 0.16% | 0.44% | Q2 2015 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.07% | 0.32% | 0.43% | Q3 2018 | Q3 2023 | 19 |
Redpoint Investment Management Pty Ltd | 12 | 7 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2022 | 19 |
SENTRY INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 19 |
ROYCE & ASSOCIATES LP | 14 | 5 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q4 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2022 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 19 | 19 | 1.39% | 2.40% | 4.64% | Q2 2015 | Q4 2019 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.04% | 0.09% | Q1 2019 | Q3 2023 | 19 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 10 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 19 |
CX Institutional | 12 | 7 | 0.00% | 0.13% | 0.37% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
State of New Jersey Common Pension Fund D | 17 | 2 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2023 | 19 |
ING GROEP NV | 6 | 1 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 19 |
Trust Investment Advisors | 19 | 19 | 1.11% | 1.40% | 1.77% | Q2 2016 | Q4 2020 | 19 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 5 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
Transform Wealth, LLC | 17 | 1 | 0.12% | 0.24% | 0.37% | Q1 2017 | Q3 2021 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.09% | 0.13% | 0.22% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2019 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 14 | 4 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
BROWN ADVISORY INC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2021 | 18 |
People's United Financial, Inc. | 16 | 2 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q1 2022 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 18 |
LORD, ABBETT & CO. LLC | 15 | 1 | 0.02% | 0.15% | 0.32% | Q3 2013 | Q1 2020 | 18 |
Capital World Investors | 18 | 18 | 0.01% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 18 |
BROWN BROTHERS HARRIMAN & CO | 15 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
FIL Ltd | 9 | 1 | 0.00% | 0.14% | 0.39% | Q3 2018 | Q3 2023 | 18 |
Meiji Yasuda Asset Management Co Ltd. | 11 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 18 |
Cornerstone Advisors, Inc. | 16 | 2 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2020 | 18 |
Boston Trust Walden Corp | 18 | 18 | 0.16% | 0.29% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Atria Investments, Inc | 13 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 18 |
Colonial Trust Advisors | 11 | 7 | 0.04% | 0.21% | 0.35% | Q2 2017 | Q3 2023 | 18 |
RPg Family Wealth Advisory, LLC | 8 | 4 | 1.30% | 2.41% | 4.49% | Q4 2016 | Q3 2022 | 18 |
Field & Main Bank | 10 | 4 | 0.03% | 0.07% | 0.16% | Q4 2017 | Q3 2022 | 18 |
Point72 Hong Kong Ltd | 8 | 1 | 0.00% | 0.05% | 0.12% | Q3 2014 | Q2 2022 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.07% | 0.38% | Q2 2019 | Q3 2023 | 18 |
Quantinno Capital Management LP | 14 | 4 | 0.04% | 0.23% | 0.42% | Q1 2019 | Q3 2023 | 18 |
Engineers Gate Manager LP | 6 | 1 | 0.01% | 0.12% | 0.33% | Q4 2014 | Q3 2023 | 18 |
Summit Financial Strategies, Inc. | 16 | 1 | 1.47% | 4.19% | 6.82% | Q3 2015 | Q3 2023 | 18 |
AGF Investments LLC | 10 | 1 | 0.00% | 0.06% | 0.17% | Q4 2016 | Q3 2022 | 17 |
Tarbox Family Office, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.06% | 0.24% | Q2 2016 | Q2 2022 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.02% | 0.26% | 0.70% | Q2 2013 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.12% | 0.23% | 0.41% | Q3 2019 | Q3 2023 | 17 |
Jaffetilchin Investment Partners, LLC | 10 | 1 | 0.04% | 0.23% | 0.44% | Q3 2013 | Q2 2019 | 17 |
SEEYOND | 17 | 17 | 0.03% | 0.13% | 0.33% | Q4 2018 | Q4 2022 | 17 |
Versor Investments LP | 9 | 1 | 0.02% | 0.12% | 0.40% | Q2 2017 | Q2 2023 | 17 |
D.A. DAVIDSON & CO. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 17 |
Freedom Investment Management, Inc. | 12 | 5 | 0.02% | 0.10% | 0.21% | Q4 2015 | Q1 2021 | 17 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 17 |
OLD SECOND NATIONAL BANK OF AURORA | 15 | 1 | 0.01% | 0.42% | 0.56% | Q1 2015 | Q3 2023 | 17 |
GAM Holding AG | 17 | 17 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q2 2019 | 17 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Pettee Investors, Inc. | 13 | 1 | 0.11% | 0.12% | 0.14% | Q3 2018 | Q3 2023 | 17 |
FULTON BANK, N.A. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q4 2023 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q1 2022 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.12% | 0.32% | Q3 2015 | Q3 2019 | 17 |
Alley Co LLC | 16 | 1 | 0.21% | 0.27% | 0.37% | Q2 2013 | Q3 2017 | 17 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.08% | 0.37% | Q2 2013 | Q4 2021 | 17 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.08% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.17% | 0.37% | 1.40% | Q4 2019 | Q3 2023 | 16 |
Doyle Wealth Management | 16 | 16 | 0.09% | 1.24% | 1.52% | Q4 2018 | Q3 2022 | 16 |
Venturi Wealth Management, LLC | 13 | 1 | 0.01% | 0.18% | 1.13% | Q2 2018 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 16 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 6 | 0.03% | 0.08% | 0.16% | Q4 2013 | Q2 2019 | 16 |
Douglass Winthrop Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 16 |
Foundry Partners, LLC | 13 | 3 | 0.18% | 0.62% | 1.15% | Q2 2016 | Q3 2023 | 16 |
HL FINANCIAL SERVICES LLC | 9 | 7 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 16 |
SRB CORP | 10 | 1 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 16 |
BAILARD, INC. | 11 | 1 | 0.01% | 0.21% | 0.33% | Q4 2013 | Q1 2021 | 16 |
Bogart Wealth, LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Adams Wealth Management | 16 | 16 | 0.19% | 0.43% | 0.90% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 11 | 5 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 16 |
Capital Investment Advisors, LLC | 16 | 16 | 0.02% | 0.17% | 0.50% | Q1 2020 | Q4 2023 | 16 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.10% | 0.20% | Q2 2015 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.06% | 0.18% | 0.30% | Q2 2013 | Q1 2017 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2017 | 16 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 1 | 0.01% | 0.25% | 1.44% | Q2 2013 | Q2 2022 | 16 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 16 |
JUNCTURE WEALTH STRATEGIES, LLC | 12 | 4 | 0.16% | 0.30% | 0.42% | Q4 2019 | Q4 2023 | 16 |
FIRST MERCANTILE TRUST CO | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 16 |
USS Investment Management Ltd | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Stratos Wealth Partners, LTD. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 8 | 1 | 0.00% | 0.13% | 0.32% | Q3 2013 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Olstein Capital Management, L.P. | 10 | 6 | 0.37% | 0.74% | 1.16% | Q3 2014 | Q4 2019 | 16 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 16 |
Penserra Capital Management LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
Chapter IV Investors, LLC | 16 | 16 | 3.97% | 11.02% | 16.75% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Wealthfront Advisers LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 15 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 16 |
Manning & Napier Group, LLC | 10 | 6 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 16 |
FORVIS Wealth Advisors, LLC | 16 | 16 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q4 2020 | 16 |
Qube Research & Technologies Ltd | 8 | 2 | 0.01% | 0.08% | 0.27% | Q2 2018 | Q4 2022 | 16 |
Point72 Asset Management, L.P. | 6 | 1 | 0.01% | 0.13% | 0.63% | Q2 2014 | Q1 2022 | 16 |
New England Research & Management, Inc. | 10 | 5 | 0.22% | 0.64% | 1.19% | Q2 2015 | Q2 2020 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.14% | 0.20% | 0.29% | Q4 2018 | Q2 2022 | 15 |
NAVELLIER & ASSOCIATES INC | 7 | 4 | 0.01% | 0.53% | 1.98% | Q3 2013 | Q3 2018 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.03% | 0.46% | Q2 2014 | Q3 2023 | 15 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 15 | 15 | 0.02% | 0.85% | 1.80% | Q4 2015 | Q2 2019 | 15 |
Buckley Wealth Management, LLC | 11 | 4 | 0.07% | 0.17% | 0.24% | Q4 2017 | Q3 2021 | 15 |
NewSquare Capital LLC | 13 | 1 | 0.00% | 0.49% | 0.82% | Q3 2013 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2019 | 15 |
SUN LIFE FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q4 2020 | 15 |
Community Bank & Trust, Waco, Texas | 14 | 1 | 0.08% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.05% | 0.06% | Q3 2011 | Q3 2015 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.10% | 0.26% | Q3 2013 | Q2 2021 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.05% | 0.07% | 0.10% | Q3 2016 | Q1 2020 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Arkadios Wealth Advisors | 11 | 4 | 0.03% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 15 |
Laurion Capital Management LP | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2021 | 15 |
Wealth Alliance | 15 | 15 | 0.04% | 0.09% | 0.18% | Q1 2020 | Q3 2023 | 15 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.00% | 0.04% | 0.18% | Q3 2013 | Q2 2023 | 15 |
HERNDON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2017 | 15 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.14% | 0.69% | Q1 2014 | Q2 2023 | 15 |
TRADITION CAPITAL MANAGEMENT LLC | 11 | 2 | 0.06% | 0.24% | 1.48% | Q1 2014 | Q1 2019 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2022 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2020 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Holocene Advisors, LP | 8 | 3 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Prestige Wealth Management Group LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2022 | 15 |
Brookmont Capital Management | 14 | 1 | 0.65% | 2.19% | 3.75% | Q2 2013 | Q1 2017 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
BLAIR WILLIAM & CO/IL | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
AJO, LP | 5 | 1 | 0.00% | 0.19% | 0.71% | Q2 2013 | Q3 2020 | 14 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2020 | 14 |
Reilly Herbert Faulkner III | 14 | 14 | 1.20% | 1.83% | 2.67% | Q4 2017 | Q1 2021 | 14 |
PARADIGM ASSET MANAGEMENT CO LLC | 10 | 4 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2018 | 14 |
Clark Capital Management Group, Inc. | 12 | 2 | 0.02% | 0.18% | 0.70% | Q2 2013 | Q3 2018 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
WADDELL & REED FINANCIAL INC | 14 | 14 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q1 2021 | 14 |
Syntal Capital Partners, LLC | 14 | 14 | 0.05% | 0.24% | 0.73% | Q2 2017 | Q3 2020 | 14 |
Financial Management Professionals, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
Boston Partners | 11 | 1 | 0.00% | 0.15% | 0.24% | Q3 2014 | Q3 2023 | 14 |
CHICAGO EQUITY PARTNERS LLC | 7 | 7 | 0.01% | 0.26% | 0.84% | Q2 2013 | Q4 2017 | 14 |
CLINTON GROUP INC | 6 | 1 | 0.07% | 0.19% | 0.54% | Q2 2013 | Q3 2018 | 14 |
Illinois Municipal Retirement Fund | 14 | 14 | 0.12% | 0.22% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Cipher Capital LP | 3 | 1 | 0.03% | 0.21% | 0.79% | Q1 2014 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.05% | 0.07% | 0.08% | Q1 2017 | Q2 2020 | 14 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Moors & Cabot, Inc. | 13 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
FOSTER & MOTLEY INC | 8 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 14 |
AlphaCrest Capital Management LLC | 11 | 1 | 0.03% | 0.09% | 0.20% | Q4 2018 | Q3 2022 | 14 |
MRJ CAPITAL INC | 7 | 1 | 0.15% | 1.31% | 2.98% | Q2 2013 | Q4 2021 | 14 |
A.R.T. Advisors, LLC | 6 | 1 | 0.04% | 0.17% | 0.28% | Q2 2013 | Q1 2019 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2019 | 14 |
Shulman DeMeo Asset Management LLC | 4 | 2 | 0.06% | 0.09% | 0.20% | Q1 2019 | Q3 2023 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2023 | 14 |
Aspire Private Capital, LLC | 9 | 5 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 13 | 1 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2019 | 14 |
Horizon Investments, LLC | 6 | 1 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 13 |
Kistler-Tiffany Companies, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 13 |
BCWM, LLC | 13 | 13 | 2.22% | 2.75% | 3.29% | Q3 2020 | Q3 2023 | 13 |
ClariVest Asset Management LLC | 7 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2019 | 13 |
Bangor Savings Bank | 13 | 13 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
ROCKLAND TRUST CO | 7 | 1 | 0.02% | 0.10% | 0.23% | Q1 2016 | Q3 2023 | 13 |
Calamos Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Rampart Investment Management Company, LLC | 13 | 13 | 0.01% | 0.05% | 0.15% | Q3 2017 | Q3 2020 | 13 |
Essex Savings Bank | 5 | 1 | 0.05% | 0.08% | 0.09% | Q4 2018 | Q3 2023 | 13 |
WBI INVESTMENTS, LLC | 7 | 1 | 0.06% | 0.54% | 1.38% | Q2 2013 | Q2 2019 | 13 |
MOTCO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2020 | 13 |
Graves Light Lenhart Wealth, Inc. | 10 | 3 | 0.23% | 0.37% | 0.44% | Q4 2018 | Q3 2023 | 13 |
TOWNSQUARE CAPITAL LLC | 5 | 4 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
CROFT-LEOMINSTER INC | 7 | 1 | 0.03% | 0.05% | 0.06% | Q4 2013 | Q3 2017 | 13 |
HAP Trading, LLC | 6 | 1 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q1 2017 | 13 |
FORSTA AP-FONDEN | 13 | 13 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
WBH ADVISORY INC | 13 | 13 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q2 2016 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 11 | 2 | 0.01% | 0.27% | 0.46% | Q2 2013 | Q3 2022 | 13 |
Bay Harbor Wealth Management, LLC | 10 | 3 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q1 2023 | 13 |
Williams Jones Wealth Management, LLC. | 7 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Chesley Taft & Associates LLC | 9 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2018 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
ZACKS INVESTMENT MANAGEMENT | 8 | 2 | 0.03% | 0.15% | 0.68% | Q2 2013 | Q1 2021 | 13 |
HighMark Wealth Management LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 13 |
JNBA Financial Advisors | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.08% | 0.18% | Q4 2016 | Q3 2019 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q3 2016 | 12 |
BANK PICTET & CIE (ASIA) LTD | 12 | 12 | 0.29% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.12% | 0.27% | Q4 2016 | Q3 2019 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q3 2019 | 12 |
GRIMES & COMPANY, INC. | 12 | 12 | 0.01% | 0.41% | 0.78% | Q1 2019 | Q4 2021 | 12 |
Jacobi Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
12th Street Asset Management Company, LLC | 12 | 12 | 2.19% | 5.00% | 7.06% | Q4 2014 | Q3 2017 | 12 |
Intersect Capital LLC | 12 | 12 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q1 2022 | 12 |
UMB Bank, n.a. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
BANQUE PICTET & CIE SA | 12 | 12 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Csenge Advisory Group | 9 | 1 | 0.02% | 0.08% | 0.20% | Q4 2017 | Q2 2022 | 12 |
COMERICA SECURITIES INC | 8 | 4 | 0.10% | 0.15% | 0.23% | Q4 2015 | Q4 2018 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2016 | Q3 2019 | 12 |
Marshall Wace North America L.P. | 8 | 1 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q2 2021 | 12 |
Empirical Finance, LLC | 7 | 1 | 0.01% | 0.13% | 0.40% | Q4 2016 | Q3 2023 | 12 |
COMERICA SECURITIES,INC. | 8 | 4 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.24% | 0.47% | 0.84% | Q4 2020 | Q3 2023 | 12 |
GREENLEAF TRUST | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Railway Pension Investments Ltd | 12 | 12 | 0.05% | 0.07% | 0.15% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 12 |
Lee Financial Co | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 12 |
WFG Advisors, LP | 8 | 4 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MCKINLEY CAPITAL MANAGEMENT LLC | 8 | 2 | 0.00% | 0.92% | 1.60% | Q2 2013 | Q1 2017 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Virtu Financial LLC | 4 | 1 | 0.02% | 0.05% | 0.13% | Q4 2016 | Q2 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2021 | 12 |
Cetera Advisors LLC | 4 | 2 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 12 |
USCA RIA LLC | 12 | 12 | 0.04% | 0.33% | 0.54% | Q2 2017 | Q1 2020 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.04% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 11 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 11 |
LOWE BROCKENBROUGH & CO INC | 11 | 11 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q1 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 11 | 11 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q4 2017 | 11 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.06% | 0.32% | Q2 2015 | Q1 2019 | 11 |
NumerixS Investment Technologies Inc | 6 | 1 | 0.00% | 0.06% | 0.13% | Q2 2016 | Q2 2020 | 11 |
AHL Partners LLP | 8 | 1 | 0.01% | 0.10% | 0.27% | Q3 2014 | Q4 2017 | 11 |
Inspire Investing, LLC | 9 | 1 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.20% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
STEEL GROVE CAPITAL ADVISORS, LLC | 11 | 11 | 0.05% | 0.12% | 0.17% | Q1 2015 | Q3 2017 | 11 |
First Personal Financial Services | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
TOBAM | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2023 | 11 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.05% | 0.14% | Q1 2020 | Q2 2023 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 5 | 2 | 0.01% | 0.05% | 0.13% | Q1 2013 | Q4 2017 | 11 |
Sterling Capital Management LLC | 7 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 11 |
Valeo Financial Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
TSFG, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
MCDONALD PARTNERS LLC | 7 | 4 | 0.17% | 0.28% | 0.41% | Q4 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.01% | 0.02% | 0.06% | Q4 2017 | Q3 2020 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2019 | 11 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.21% | 0.62% | Q3 2014 | Q2 2023 | 11 |
AEGON ASSET MANAGEMENT UK PLC | 11 | 11 | 0.15% | 0.28% | 0.81% | Q4 2020 | Q2 2023 | 11 |
Certified Advisory Corp | 10 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q1 2021 | 11 |
North Star Investment Management Corp. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2021 | 11 |
COOKSON PEIRCE & CO INC | 6 | 5 | 0.09% | 0.28% | 0.59% | Q2 2013 | Q4 2017 | 11 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 11 |
Solstein Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Teza Capital Management LLC | 3 | 1 | 0.04% | 0.29% | 1.26% | Q4 2016 | Q1 2023 | 11 |
CHURCHILL MANAGEMENT Corp | 7 | 4 | 0.04% | 0.16% | 0.35% | Q1 2017 | Q4 2019 | 11 |
Sonora Investment Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 11 |
LONDON CO OF VIRGINIA | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 10 | 1 | 0.02% | 0.07% | 0.16% | Q3 2020 | Q3 2023 | 11 |
Voya Financial Advisors, Inc. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2020 | 11 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 10 |
HARTLINE INVESTMENT CORP/ | 10 | 10 | 0.20% | 0.26% | 0.31% | Q4 2017 | Q1 2020 | 10 |
Mariner, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 10 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 8 | 2 | 0.08% | 0.21% | 0.39% | Q2 2013 | Q4 2015 | 10 |
ALPHA WINDWARD LLC | 8 | 2 | 0.02% | 0.20% | 0.35% | Q4 2015 | Q3 2020 | 10 |
Spears Abacus Advisors LLC | 10 | 10 | 0.03% | 0.06% | 0.06% | Q2 2017 | Q3 2019 | 10 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.08% | 0.35% | Q2 2015 | Q1 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
OXFORD ASSET MANAGEMENT LLP | 8 | 1 | 0.01% | 0.12% | 0.24% | Q1 2017 | Q4 2019 | 10 |
Amundi | 10 | 10 | 0.01% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 10 |
BENJAMIN EDWARDS INC | 8 | 2 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 10 |
ZEKE CAPITAL ADVISORS, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2022 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 0.75% | 0.95% | 1.21% | Q2 2013 | Q3 2015 | 10 |
Epoch Investment Partners, Inc. | 10 | 10 | 0.02% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Diversified Trust Co | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 10 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2022 | 10 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 4 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q1 2020 | 10 |
Perkins Investment Management, LLC | 9 | 1 | 0.01% | 0.72% | 1.39% | Q2 2013 | Q1 2017 | 10 |
Westchester Capital Management, LLC | 5 | 5 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2015 | 10 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2014 | Q3 2016 | 10 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Krane Funds Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 1.74% | 2.02% | 2.38% | Q2 2021 | Q3 2023 | 10 |
Itau Unibanco Holding S.A. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2022 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Union Heritage Capital, LLC | 10 | 10 | 0.48% | 0.57% | 0.68% | Q1 2021 | Q2 2023 | 10 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.06% | 0.37% | Q3 2017 | Q1 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 7 | 3 | 0.04% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 10 |
Concord Wealth Partners | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MEMBERS CAPITAL ADVISORS INC | 10 | 10 | 0.80% | 1.23% | 2.31% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 10 |
BlackRock Japan Co. Ltd | 7 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q4 2016 | 10 |
Oakworth Capital, Inc. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 10 |
Coyle Financial Counsel LLC | 8 | 2 | 0.32% | 1.42% | 2.73% | Q4 2014 | Q2 2017 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 10 |
Jupiter Investment Management Ltd | 5 | 1 | 0.00% | 0.19% | 0.78% | Q4 2013 | Q2 2020 | 10 |
PARK AVENUE SECURITIES LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2023 | 10 |
TWIN CAPITAL MANAGEMENT INC | 5 | 1 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q2 2021 | 10 |
Capital Analysts, LLC | 6 | 4 | 0.00% | 0.33% | 0.59% | Q2 2013 | Q4 2019 | 10 |
Unigestion Holding SA | 9 | 1 | 0.01% | 1.09% | 2.05% | Q2 2018 | Q3 2023 | 10 |
Covenant Asset Management, LLC | 10 | 10 | 0.31% | 0.43% | 0.50% | Q1 2017 | Q2 2019 | 10 |
OPSEU Pension Plan Trust Fund | 10 | 10 | 0.26% | 0.30% | 0.35% | Q2 2020 | Q3 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.06% | 0.33% | Q4 2016 | Q1 2023 | 10 |
USA FINANCIAL FORMULAS | 6 | 1 | 0.00% | 0.22% | 0.71% | Q3 2016 | Q3 2023 | 10 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.08% | 0.30% | Q2 2016 | Q2 2022 | 10 |
180 WEALTH ADVISORS, LLC | 4 | 1 | 0.05% | 0.11% | 0.25% | Q2 2019 | Q3 2023 | 10 |
Sciencast Management LP | 2 | 1 | 0.04% | 0.35% | 0.78% | Q2 2016 | Q1 2023 | 10 |
Integrated Advisors Network LLC | 9 | 1 | 0.02% | 0.05% | 0.30% | Q4 2019 | Q3 2023 | 10 |
Banco de Sabadell, S.A | 10 | 10 | 0.07% | 0.39% | 0.63% | Q4 2017 | Q1 2020 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 9 |
FRED ALGER MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q1 2020 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 9 |
BRAUN STACEY ASSOCIATES INC | 9 | 9 | 0.57% | 0.70% | 0.85% | Q2 2018 | Q2 2020 | 9 |
Phoenix Wealth Advisors | 9 | 9 | 1.00% | 1.56% | 2.31% | Q4 2020 | Q4 2022 | 9 |
SouthState Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
M&G INVESTMENT MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 9 |
FCF Advisors LLC | 9 | 9 | 0.93% | 1.02% | 1.15% | Q3 2015 | Q3 2017 | 9 |
St. Johns Investment Management Company, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2019 | 9 |
EMFO, LLC | 9 | 9 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q2 2023 | 9 |
Wealthcare Advisory Partners LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 9 |
Numeric Investors LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q4 2016 | 9 |
Cullen Capital Management, LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
BP PLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2021 | 9 |
Larson Financial Group LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 5 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 9 |
Stone Ridge Asset Management LLC | 9 | 9 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q4 2019 | 9 |
Daiwa SB Investments Ltd. | 9 | 9 | 0.06% | 0.15% | 0.29% | Q1 2017 | Q1 2019 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 5 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 9 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 9 |
AGF INVESTMENTS INC. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Ziegler Capital Management, LLC | 8 | 1 | 0.01% | 0.04% | 0.11% | Q1 2020 | Q4 2022 | 9 |
WAFRA INC. | 5 | 2 | 0.04% | 0.83% | 1.44% | Q2 2013 | Q4 2015 | 9 |
Cerity Partners LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 9 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q2 2023 | 9 |
BANK OF HAWAII | 7 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2017 | 9 |
MAZAMA CAPITAL MANAGEMENT INC | 9 | 9 | 0.00% | 0.19% | 0.48% | Q3 2013 | Q3 2015 | 9 |
REGENTATLANTIC CAPITAL LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2022 | 9 |
Yorktown Management & Research Co Inc | 5 | 4 | 0.04% | 0.24% | 0.53% | Q3 2016 | Q1 2020 | 9 |
CHASE INVESTMENT COUNSEL CORP | 7 | 2 | 1.00% | 1.74% | 2.14% | Q3 2013 | Q2 2018 | 9 |
ALGERT GLOBAL LLC | 7 | 2 | 0.08% | 0.38% | 0.72% | Q3 2013 | Q2 2020 | 9 |
AustralianSuper Pty Ltd | 9 | 9 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q4 2020 | 9 |
Vanguard Personalized Indexing Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Salient Capital Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 9 |
Chicago Partners Investment Group LLC | 6 | 3 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2018 | 9 |
Carroll Financial Associates, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2021 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Hillsdale Investment Management Inc. | 7 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2018 | 9 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q3 2017 | Q3 2019 | 9 |
Global Endowment Management, LP | 9 | 9 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q4 2020 | 9 |
BRADLEY FOSTER & SARGENT INC/CT | 9 | 9 | 0.01% | 0.04% | 0.05% | Q1 2018 | Q1 2020 | 9 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 8 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.10% | 0.21% | 0.31% | Q3 2014 | Q4 2018 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.08% | 0.10% | 0.11% | Q3 2021 | Q2 2023 | 8 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 8 |
IRON Financial LLC | 7 | 1 | 0.12% | 0.26% | 0.41% | Q3 2021 | Q3 2023 | 8 |
GW HENSSLER & ASSOCIATES LTD | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q1 2021 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 8 | 0.06% | 0.09% | 0.23% | Q1 2018 | Q4 2019 | 8 |
AFFINITY INVESTMENT ADVISORS, LLC | 6 | 2 | 0.64% | 0.92% | 1.41% | Q2 2014 | Q1 2021 | 8 |
Winslow, Evans & Crocker, Inc. | 3 | 2 | 0.00% | 0.09% | 0.16% | Q4 2016 | Q4 2020 | 8 |
Natixis Investment Managers International | 3 | 1 | 0.01% | 0.04% | 0.10% | Q1 2016 | Q2 2022 | 8 |
Avondale Wealth Management | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Parkwood LLC | 7 | 1 | 0.04% | 0.11% | 0.20% | Q2 2015 | Q2 2018 | 8 |
GAM SYSTEMATIC LLP | 6 | 2 | 0.08% | 0.15% | 0.23% | Q2 2015 | Q3 2017 | 8 |
Aurora Investment Counsel | 8 | 8 | 0.65% | 0.73% | 0.80% | Q3 2018 | Q2 2020 | 8 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q4 2017 | Q2 2022 | 8 |
Y-Intercept (Hong Kong) Ltd | 4 | 1 | 0.06% | 0.11% | 0.20% | Q1 2021 | Q2 2023 | 8 |
HM PAYSON & CO | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 8 |
DUALITY ADVISERS, LP | 4 | 1 | 0.02% | 0.17% | 0.66% | Q1 2019 | Q2 2023 | 8 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.04% | 0.15% | 0.35% | Q1 2019 | Q3 2023 | 8 |
Visium Asset Management, LP | 5 | 3 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2015 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2021 | 8 |
CG Asset Management LLC | 6 | 2 | 0.08% | 0.30% | 0.66% | Q4 2013 | Q4 2016 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 8 | 0.07% | 0.10% | 0.10% | Q2 2013 | Q1 2015 | 8 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Employees Retirement System of Texas | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.10% | 0.29% | 0.40% | Q2 2013 | Q1 2015 | 8 |
Airain ltd | 4 | 2 | 0.02% | 0.10% | 0.39% | Q4 2013 | Q1 2017 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q4 2015 | 8 |
WESPAC Advisors, LLC | 8 | 8 | 1.40% | 1.56% | 1.69% | Q4 2016 | Q3 2018 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CARLSON CAPITAL L P | 4 | 1 | 0.06% | 0.26% | 0.51% | Q1 2016 | Q2 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.11% | 0.44% | Q1 2018 | Q2 2022 | 8 |
Argent Trust Co | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Meiji Yasuda Life Insurance Co | 5 | 1 | 0.01% | 0.05% | 0.07% | Q1 2017 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OmniStar Financial Group, Inc. | 8 | 8 | 0.22% | 0.34% | 0.42% | Q4 2020 | Q3 2022 | 8 |
Walleye Capital LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NEW CENTURY INVESTMENT MANAGEMENT, INC | 8 | 8 | 1.25% | 1.89% | 2.33% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
South Dakota Investment Council | 5 | 3 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q2 2023 | 8 |
HENNESSY ADVISORS INC | 4 | 4 | 0.61% | 0.88% | 1.25% | Q4 2016 | Q3 2020 | 8 |
M.D. Sass, Inc. | 8 | 8 | 0.16% | 2.21% | 3.27% | Q4 2017 | Q3 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Gouws Capital LLC | 8 | 8 | 0.25% | 0.30% | 0.42% | Q4 2021 | Q3 2023 | 8 |
FOSTER DYKEMA CABOT & CO INC/MA | 6 | 2 | 0.00% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.07% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Cherry Creek Investment Advisors, Inc. | 5 | 3 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 8 |
ETF MANAGERS GROUP, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2023 | 8 |
GPS Wealth Strategies Group, LLC | 8 | 8 | 0.39% | 0.48% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Capital Bank & Trust Co | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 8 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.10% | 0.39% | 0.73% | Q3 2013 | Q2 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.04% | 0.11% | Q4 2021 | Q3 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 8 |
Cambria Investment Management, L.P. | 8 | 8 | 0.31% | 0.54% | 0.80% | Q2 2016 | Q1 2018 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 2 | 0.01% | 0.07% | 0.23% | Q4 2016 | Q2 2022 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.74% | 0.93% | 1.15% | Q4 2021 | Q3 2023 | 8 |
DEAN INVESTMENT ASSOCIATES, LLC | 8 | 8 | 0.06% | 0.44% | 0.97% | Q4 2021 | Q3 2023 | 8 |
Neo Ivy Capital Management | 4 | 1 | 0.00% | 0.15% | 0.28% | Q4 2018 | Q2 2023 | 8 |
THOMPSON DAVIS & CO., INC. | 6 | 2 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q2 2017 | 8 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Nine Chapters Capital Management LLC | 4 | 1 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q3 2015 | 7 |
Bellwether Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
SEIZERT CAPITAL PARTNERS, LLC | 7 | 7 | 1.09% | 1.26% | 1.41% | Q2 2016 | Q4 2017 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 6 | 1 | 0.03% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.04% | 0.21% | 0.30% | Q1 2021 | Q3 2022 | 7 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 7 |
TRUEWEALTH LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 4 | 3 | 0.00% | 0.05% | 0.11% | Q4 2012 | Q2 2018 | 7 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.08% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 7 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 2 | 0.02% | 0.09% | 0.24% | Q3 2017 | Q4 2019 | 7 |
Stonebridge Financial Planning Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Strategic Global Advisors, LLC | 7 | 7 | 0.27% | 0.39% | 0.70% | Q4 2018 | Q2 2020 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.01% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
RENAISSANCE GROUP LLC | 7 | 7 | 0.08% | 0.58% | 1.32% | Q1 2014 | Q3 2015 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Allegis Investment Advisors, LLC | 6 | 1 | 0.00% | 0.39% | 0.60% | Q4 2015 | Q1 2018 | 7 |
Ranch Capital Advisors Inc. | 7 | 7 | 0.01% | 0.02% | 0.07% | Q1 2020 | Q3 2021 | 7 |
TCF National Bank | 7 | 7 | 0.19% | 0.24% | 0.29% | Q3 2019 | Q1 2021 | 7 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.05% | 0.18% | Q4 2017 | Q4 2021 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Occidental Asset Management, LLC | 7 | 7 | 0.16% | 0.18% | 0.19% | Q1 2017 | Q3 2018 | 7 |
Brookstone Capital Management | 3 | 1 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 7 |
Amica Retiree Medical Trust | 7 | 7 | 0.09% | 0.13% | 0.26% | Q4 2018 | Q2 2020 | 7 |
Mendel Money Management | 7 | 7 | 0.22% | 0.28% | 0.35% | Q1 2022 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 5 | 2 | 0.20% | 1.02% | 1.44% | Q3 2014 | Q3 2019 | 7 |
Blueshift Asset Management, LLC | 3 | 2 | 0.06% | 0.15% | 0.32% | Q4 2018 | Q3 2022 | 7 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2021 | 7 |
Wahed Invest LLC | 6 | 1 | 0.06% | 0.08% | 0.08% | Q4 2021 | Q3 2023 | 7 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7 | 7 | 0.01% | 0.13% | 0.36% | Q2 2018 | Q4 2019 | 7 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 7 |
DEERE & CO | 3 | 2 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2016 | 7 |
AMICA MUTUAL INSURANCE CO | 7 | 7 | 0.09% | 0.14% | 0.26% | Q4 2018 | Q2 2020 | 7 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 7 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.64% | Q4 2016 | Q2 2021 | 7 |
JGP Wealth Management, LLC | 7 | 7 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
IHT Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
TCW GROUP INC | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Legg Mason Asset Management (Japan) Co., Ltd. | 7 | 7 | 0.91% | 0.99% | 1.06% | Q2 2013 | Q4 2014 | 7 |
Dorsey Wright & Associates | 5 | 1 | 0.07% | 0.17% | 0.43% | Q2 2013 | Q3 2017 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Integrated Wealth Concepts LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2017 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2015 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Reynders McVeigh Capital Management, LLC | 5 | 2 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 7 |
Calamos Wealth Management LLC | 6 | 1 | 0.06% | 0.10% | 0.16% | Q1 2014 | Q1 2016 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Morse Asset Management, Inc | 7 | 7 | 0.18% | 0.22% | 0.36% | Q1 2017 | Q3 2018 | 7 |
GENERAL ELECTRIC CO | 7 | 7 | 0.00% | 0.07% | 0.13% | Q4 2014 | Q2 2016 | 7 |
CNB Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Hodges Capital Management Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q2 2022 | 7 |
FIRST SABREPOINT CAPITAL MANAGEMENT LP | 7 | 7 | 1.48% | 4.00% | 8.19% | Q4 2017 | Q2 2019 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 7 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.02% | 0.34% | 0.80% | Q1 2014 | Q1 2019 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q4 2014 | 7 |
Barnett & Company, Inc. | 6 | 1 | 0.00% | 0.08% | 0.11% | Q1 2016 | Q3 2019 | 7 |
Hennion & Walsh Asset Management, Inc. | 6 | 1 | 0.01% | 0.07% | 0.11% | Q3 2021 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Grisanti Capital Management LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q1 2019 | 7 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 7 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q1 2021 | 7 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Donoghue Forlines LLC | 4 | 1 | 0.17% | 0.44% | 0.76% | Q3 2017 | Q3 2020 | 6 |
Invictus RG Pte. Ltd. | 4 | 1 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q2 2015 | 6 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
MENTA CAPITAL LLC | 3 | 1 | 0.03% | 0.13% | 0.22% | Q3 2013 | Q3 2017 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 1.02% | 1.14% | 1.43% | Q2 2022 | Q3 2023 | 6 |
EHP Funds Inc. | 6 | 6 | 0.13% | 0.35% | 0.74% | Q2 2022 | Q3 2023 | 6 |
RATIONAL ADVISORS LLC | 4 | 2 | 0.03% | 0.24% | 1.00% | Q1 2013 | Q4 2016 | 6 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.07% | 0.11% | Q2 2016 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.09% | 0.49% | Q2 2022 | Q3 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 6 | 0.16% | 0.23% | 0.33% | Q4 2013 | Q1 2015 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 6 | 6 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2017 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.22% | 0.27% | 0.41% | Q3 2015 | Q4 2016 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Select Equity Group, L.P. | 6 | 6 | 0.07% | 0.50% | 0.97% | Q1 2017 | Q2 2018 | 6 |
British Airways Pensions Investment Management Ltd | 5 | 1 | 0.56% | 0.79% | 0.95% | Q3 2016 | Q2 2018 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2019 | 6 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.01% | 0.14% | 0.36% | Q4 2014 | Q2 2020 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Washington Trust Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 6 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
Neuberger Berman Canada ULC | 3 | 1 | 0.05% | 0.21% | 0.52% | Q2 2013 | Q3 2017 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Princeton Alpha Management LP | 2 | 1 | 0.05% | 0.18% | 0.42% | Q4 2013 | Q3 2016 | 6 |
HighVista Strategies LLC | 4 | 1 | 0.06% | 0.16% | 0.26% | Q4 2015 | Q3 2017 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Balentine LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 6 |
Miracle Mile Advisors, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q2 2020 | 6 |
NEW ENGLAND SECURITIES CORP /MA/ | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.18% | 0.25% | 0.31% | Q1 2013 | Q2 2014 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Cypress Capital Group | 4 | 2 | 0.05% | 0.09% | 0.13% | Q3 2019 | Q1 2021 | 6 |
State of Wyoming | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 6 |
DELTA LLOYD NV | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Optimal Asset Management, Inc. | 6 | 6 | 0.12% | 0.25% | 0.31% | Q2 2020 | Q3 2021 | 6 |
GLOBEFLEX CAPITAL L P | 6 | 6 | 0.68% | 0.92% | 1.13% | Q4 2013 | Q1 2015 | 6 |
Redwood Investment Management, LLC | 2 | 1 | 0.06% | 0.13% | 0.20% | Q1 2018 | Q1 2022 | 6 |
CVA Family Office, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Bedel Financial Consulting, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MARTINGALE ASSET MANAGEMENT L P | 6 | 6 | 0.00% | 0.28% | 0.39% | Q1 2022 | Q2 2023 | 6 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.34% | 1.19% | Q1 2014 | Q1 2021 | 6 |
HighPoint Advisor Group LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 6 |
O'Shares Investment Advisers, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 6 |
OMERS ADMINISTRATION Corp | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2018 | 6 |
Diametric Capital, LP | 3 | 1 | 0.36% | 1.08% | 2.17% | Q4 2017 | Q1 2023 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q3 2014 | 6 |
MAVERICK CAPITAL LTD | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 6 |
Portolan Capital Management | 6 | 6 | 0.13% | 0.31% | 0.60% | Q1 2017 | Q2 2018 | 6 |
Hamlin Capital Management, LLC | 6 | 6 | 1.65% | 1.88% | 2.12% | Q4 2018 | Q1 2020 | 6 |
ArchPoint Investors | 6 | 6 | 0.10% | 0.12% | 0.15% | Q4 2018 | Q1 2020 | 6 |
Kore Private Wealth LLC | 4 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q2 2020 | 6 |
Riggs Asset Managment Co. Inc. | 6 | 6 | 2.34% | 2.89% | 3.99% | Q4 2013 | Q1 2015 | 6 |
FINANCIAL COUNSELORS INC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q4 2019 | 6 |
Financial Advisors Network, Inc. | 4 | 1 | 0.05% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 6 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 3 | 1 | 0.01% | 0.23% | 0.48% | Q3 2013 | Q3 2017 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.10% | 0.21% | Q1 2014 | Q2 2015 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.14% | 0.20% | 0.26% | Q2 2022 | Q3 2023 | 6 |
WINMILL & CO. INC | 6 | 6 | 1.12% | 1.31% | 1.58% | Q3 2019 | Q4 2020 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Santa Fe Partners LLC | 4 | 1 | 0.04% | 0.18% | 0.50% | Q3 2013 | Q2 2015 | 6 |
COURIER CAPITAL LLC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q1 2014 | Q4 2020 | 6 |
Mizuho Trust & Banking Co., Ltd. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 6 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Trust Co | 6 | 6 | 0.01% | 0.02% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PINNACLE ASSOCIATES LTD | 4 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 6 |
Distillate Capital Partners LLC | 4 | 2 | 0.65% | 0.79% | 1.00% | Q4 2020 | Q4 2022 | 6 |
Joseph P. Lucia & Associates, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
JENNISON ASSOCIATES LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2017 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
CreativeOne Wealth, LLC | 5 | 1 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.10% | 0.18% | Q3 2017 | Q4 2021 | 5 |
BALDWIN BROTHERS LLC/MA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
PITTENGER & ANDERSON INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
HENDLEY & CO INC | 5 | 5 | 0.38% | 0.47% | 0.73% | Q3 2018 | Q3 2019 | 5 |
HUFF W R ASSET MANAGEMENT CO LLC /DE/ | 3 | 2 | 0.17% | 0.20% | 0.22% | Q4 2014 | Q4 2016 | 5 |
1834 INVESTMENT ADVISORS CO | 4 | 1 | 0.00% | 0.09% | 0.20% | Q2 2022 | Q3 2023 | 5 |
CLEARARC CAPITAL INC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2018 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2014 | 5 |
CURIAN CAPITAL LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2015 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.44% | 0.49% | 0.51% | Q1 2018 | Q1 2019 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.12% | Q2 2016 | Q2 2017 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.10% | 0.32% | 0.74% | Q2 2014 | Q2 2017 | 5 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 5 |
Opus Capital Group, LLC | 3 | 2 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q1 2017 | 5 |
GLG LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2017 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Weiss Asset Management LP | 2 | 1 | 0.03% | 0.09% | 0.16% | Q2 2020 | Q1 2023 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q4 2019 | 5 |
First Dallas Securities Inc. | 5 | 5 | 0.37% | 0.50% | 0.62% | Q1 2022 | Q1 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.13% | 0.15% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q1 2023 | 5 |
Hudson Bay Capital Management LP | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
DIALECTIC CAPITAL MANAGEMENT, LP | 5 | 5 | 0.37% | 0.64% | 1.14% | Q2 2013 | Q2 2014 | 5 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 5 |
Palisades Investment Partners, LLC | 5 | 5 | 1.34% | 1.54% | 1.65% | Q2 2013 | Q2 2014 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
MU Investments Co., Ltd. | 5 | 5 | 0.10% | 0.11% | 0.13% | Q1 2014 | Q1 2015 | 5 |
Carnegie Capital Asset Management, LLC | 5 | 5 | 0.09% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Mizuho Asset Management Co.,Ltd. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 5 |
AIA Group Ltd | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Barrett Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 5 |
Absolute Return Capital, LLC | 5 | 5 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2014 | 5 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.13% | 0.21% | 0.44% | Q3 2017 | Q2 2022 | 5 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.05% | 0.06% | Q2 2015 | Q4 2018 | 5 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.08% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q2 2014 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 5 | 0.08% | 0.72% | 2.53% | Q4 2020 | Q4 2021 | 5 |
Camelot Portfolios, LLC | 5 | 5 | 0.14% | 0.18% | 0.22% | Q1 2017 | Q1 2018 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2020 | 5 |
Detwiler Fenton Investment Management LLC | 4 | 1 | 0.23% | 0.46% | 0.60% | Q3 2012 | Q1 2014 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.71% | 0.92% | 1.00% | Q1 2017 | Q1 2020 | 5 |
Metis Global Partners, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Wakefield Asset Management LLLP | 4 | 1 | 0.10% | 0.47% | 0.61% | Q4 2020 | Q2 2022 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mork Capital Management, LLC | 5 | 5 | 0.74% | 0.81% | 0.97% | Q4 2015 | Q4 2016 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.03% | 0.14% | 0.28% | Q2 2016 | Q4 2022 | 5 |
Sunbelt Securities, Inc. | 3 | 2 | 0.00% | 0.14% | 0.38% | Q4 2014 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Tredje AP-fonden | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cavalier Investments, LLC | 5 | 5 | 0.16% | 0.51% | 0.86% | Q1 2017 | Q1 2018 | 5 |
Capital Investment Advisory Services, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2020 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.36% | 0.54% | Q4 2017 | Q4 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Centiva Capital, LP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
CAMDEN NATIONAL BANK | 5 | 5 | 0.88% | 0.95% | 1.08% | Q3 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 5 |
McIlrath & Eck, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
Pearl River Capital, LLC | 3 | 1 | 0.06% | 0.26% | 0.47% | Q4 2019 | Q2 2023 | 5 |
Prime Capital Investment Advisors, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
Beacon Pointe Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.11% | 0.22% | 0.37% | Q4 2018 | Q4 2019 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 0.81% | 0.94% | 1.03% | Q2 2019 | Q2 2020 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ethic Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Cinctive Capital Management LP | 3 | 1 | 0.04% | 0.20% | 0.38% | Q1 2020 | Q1 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Atlas FRM LLC | 5 | 5 | 9.86% | 12.92% | 15.21% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Stiles Financial Services Inc | 5 | 5 | 0.23% | 0.30% | 0.41% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Richwood Investment Advisors, LLC | 3 | 1 | 0.18% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
MANNING & NAPIER ADVISORS LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2017 | 5 |
MIDAS MANAGEMENT CORP | 4 | 1 | 0.93% | 1.08% | 1.24% | Q4 2016 | Q2 2019 | 5 |
VALLEY NATIONAL ADVISERS INC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 5 |
ADVANCE CAPITAL I INC | 2 | 1 | 0.16% | 0.33% | 0.61% | Q2 2013 | Q3 2015 | 5 |
FRIESS ASSOCIATES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q2 2017 | 5 |
MERITAGE PORTFOLIO MANAGEMENT | 5 | 5 | 0.20% | 0.22% | 0.27% | Q4 2018 | Q4 2019 | 5 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.10% | 0.11% | 0.14% | Q2 2013 | Q2 2014 | 5 |
RAINIER INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.29% | 0.39% | 0.56% | Q2 2013 | Q2 2014 | 5 |
Dai-ichi Life Holdings, Inc. | 4 | 1 | 0.00% | 0.10% | 0.14% | Q2 2013 | Q2 2015 | 5 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.15% | 0.33% | Q4 2022 | Q3 2023 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Machina Capital S.A.S. | 2 | 1 | 0.08% | 0.24% | 0.40% | Q4 2018 | Q3 2023 | 4 |
Convergence Investment Partners, LLC | 3 | 1 | 0.00% | 0.21% | 0.30% | Q1 2016 | Q1 2018 | 4 |
Clearstead Trust, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Good Life Advisors, LLC | 4 | 4 | 0.17% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 2 | 1 | 0.02% | 0.30% | 1.16% | Q4 2017 | Q3 2019 | 4 |
Strategic Investment Advisors / MI | 2 | 2 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2023 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2014 | 4 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2017 | 4 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.04% | 0.26% | 0.52% | Q4 2015 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.03% | 0.09% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q4 2019 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q1 2021 | 4 |
Aquatic Capital Management LLC | 3 | 1 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q2 2023 | 4 |
Principal Street Partners, LLC | 4 | 4 | 1.17% | 1.29% | 1.44% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.24% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.38% | 0.41% | 0.46% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 4 | 4 | 0.24% | 0.37% | 0.54% | Q3 2014 | Q2 2015 | 4 |
Zebra Capital Management LLC | 4 | 4 | 0.49% | 0.59% | 0.79% | Q3 2018 | Q2 2019 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.06% | 0.13% | 0.32% | Q2 2013 | Q1 2014 | 4 |
CR Intrinsic Investors, LLC | 4 | 4 | 0.75% | 1.27% | 1.77% | Q2 2013 | Q1 2014 | 4 |
MONETARY MANAGEMENT GROUP INC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q1 2015 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.27% | 0.60% | 1.06% | Q4 2014 | Q3 2015 | 4 |
ProVise Management Group, LLC | 4 | 4 | 0.02% | 0.05% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Newfound Research LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2022 | 4 |
VSR Financial Services, Inc. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Country Club Trust Company, n.a. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2013 | Q2 2014 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.32% | 0.36% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Cetera Investment Advisers | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DAVENPORT & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 4 |
COLRAIN CAPITAL LLC | 4 | 4 | 0.26% | 0.69% | 0.99% | Q1 2016 | Q4 2016 | 4 |
Stevard, LLC | 3 | 1 | 0.09% | 0.11% | 0.13% | Q4 2019 | Q4 2020 | 4 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 4 | 4 | 0.34% | 0.46% | 0.57% | Q1 2015 | Q4 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Alambic Investment Management, L.P. | 3 | 1 | 0.04% | 0.10% | 0.24% | Q3 2016 | Q3 2017 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.04% | 0.13% | 0.23% | Q3 2020 | Q2 2023 | 4 |
C Partners Holding GmbH | 4 | 4 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q3 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Beck Bode, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q3 2021 | Q2 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Howard Capital Management Inc. | 4 | 4 | 1.01% | 1.14% | 1.33% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 4 |
Acrospire Investment Management LLC | 3 | 1 | 0.03% | 0.06% | 0.08% | Q1 2016 | Q2 2017 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.09% | 0.17% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Appian Way Asset Management LP | 2 | 1 | 2.13% | 3.23% | 4.43% | Q1 2020 | Q3 2021 | 4 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.03% | 0.18% | 0.35% | Q1 2021 | Q2 2023 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 1.38% | 1.64% | 1.87% | Q1 2014 | Q4 2014 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.06% | 0.22% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.05% | 0.10% | 0.16% | Q1 2017 | Q4 2018 | 4 |
River Street Advisors LLC | 4 | 4 | 0.55% | 0.61% | 0.67% | Q4 2022 | Q3 2023 | 4 |
BENEDICT FINANCIAL ADVISORS INC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q4 2018 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.01% | 0.08% | 0.23% | Q4 2013 | Q1 2015 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.13% | 0.26% | Q4 2020 | Q2 2023 | 4 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 1 | 0.37% | 0.56% | 0.79% | Q3 2013 | Q4 2016 | 4 |
Ellevest, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
FORA Capital, LLC | 2 | 1 | 0.06% | 0.12% | 0.16% | Q4 2019 | Q2 2023 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
J. Goldman & Co LP | 1 | 1 | 0.06% | 0.36% | 1.01% | Q3 2013 | Q1 2016 | 4 |
HEARTLAND ADVISORS INC | 4 | 4 | 0.08% | 0.57% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2016 | Q3 2017 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2022 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.27% | 0.29% | 0.33% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Lifeworks Advisors, LLC | 3 | 1 | 0.12% | 0.17% | 0.26% | Q3 2022 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Signition LP | 4 | 4 | 0.23% | 0.36% | 0.59% | Q1 2018 | Q4 2018 | 4 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2019 | 4 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 4 |
NEW YORK LIFE TRUST CO | 2 | 1 | 0.04% | 0.17% | 0.35% | Q2 2013 | Q4 2016 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.28% | 0.34% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.00% | 0.28% | 0.59% | Q3 2021 | Q1 2022 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.08% | 0.22% | 0.36% | Q3 2014 | Q2 2021 | 4 |
EverPoint Asset Management, LLC | 2 | 1 | 0.03% | 0.11% | 0.30% | Q4 2014 | Q4 2015 | 4 |
First National Bank of South Miami | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
Robbins Farley | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Palumbo Wealth Management LLC | 4 | 4 | 0.17% | 0.34% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Column Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CIM, LLC | 4 | 4 | 0.27% | 0.29% | 0.31% | Q1 2022 | Q4 2022 | 4 |
361 CAPITAL LLC | 2 | 1 | 0.10% | 0.59% | 1.80% | Q4 2016 | Q4 2018 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.07% | 0.15% | 0.30% | Q3 2015 | Q4 2016 | 4 |
UBP Investment Advisors SA | 4 | 4 | 0.23% | 0.26% | 0.32% | Q2 2021 | Q1 2022 | 4 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.17% | 0.24% | Q4 2018 | Q2 2021 | 4 |
BURNEY CO/ | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Cerebellum GP, LLC | 4 | 4 | 0.00% | 0.09% | 0.18% | Q1 2018 | Q4 2018 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
First Trust Direct Indexing L.P. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 0.21% | 0.33% | 0.45% | Q4 2014 | Q3 2015 | 4 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.11% | Q1 2020 | Q3 2022 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 1.46% | 1.55% | 1.75% | Q4 2022 | Q3 2023 | 4 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q1 2017 | 3 |
Carolina Wealth Advisors, LLC | 3 | 3 | 1.98% | 2.73% | 3.30% | Q1 2023 | Q3 2023 | 3 |
GeoWealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Liberty Street Advisors, Inc. | 3 | 3 | 4.42% | 7.52% | 10.33% | Q2 2013 | Q4 2013 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Savant Capital, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
COWEN INC. | 2 | 1 | 0.07% | 0.32% | 0.74% | Q2 2013 | Q4 2015 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
BEACON FINANCIAL GROUP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2014 | Q1 2015 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.10% | 0.41% | 0.73% | Q4 2015 | Q1 2016 | 3 |
Farmers National Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q2 2023 | 3 |
Taylor, Cottrill LLC | 3 | 3 | 1.66% | 1.79% | 1.89% | Q2 2015 | Q4 2015 | 3 |
STELLIAM INVESTMENT MANAGEMENT, LP | 3 | 3 | 1.03% | 1.22% | 1.38% | Q3 2014 | Q1 2015 | 3 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.29% | 0.48% | Q2 2013 | Q4 2014 | 3 |
Avalon Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Winch Advisory Services, LLC | 3 | 3 | 0.15% | 0.19% | 0.22% | Q1 2018 | Q3 2018 | 3 |
Credo Capital Management, LLC | 3 | 3 | 1.20% | 1.72% | 2.44% | Q2 2013 | Q4 2013 | 3 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 3 |
Cutter & CO Brokerage, Inc. | 3 | 3 | 0.37% | 0.41% | 0.43% | Q1 2017 | Q3 2017 | 3 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.04% | 0.25% | 0.62% | Q1 2021 | Q3 2021 | 3 |
SteelPeak Wealth, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 3 |
Tradeworx Inc. | 3 | 3 | 0.33% | 0.56% | 0.99% | Q3 2013 | Q1 2014 | 3 |
Ionic Capital Management LLC | 3 | 3 | 0.16% | 0.38% | 0.65% | Q3 2014 | Q1 2015 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.29% | 0.43% | Q4 2017 | Q4 2018 | 3 |
ICC CAPITAL MANAGEMENT INC/ | 2 | 1 | 0.00% | 0.11% | 0.32% | Q3 2013 | Q2 2014 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.53% | 0.78% | 1.00% | Q2 2018 | Q4 2018 | 3 |
CONNING INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Invictus RG | 3 | 3 | 0.09% | 0.21% | 0.35% | Q1 2017 | Q3 2017 | 3 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Archer Investment Corp | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
TRUE Private Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Standard Family Office LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Armbruster Capital Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Pine River Capital Management L.P. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q1 2016 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
BAHL & GAYNOR INC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q2 2021 | 3 |
AMERICAN NATIONAL BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q1 2015 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JUPITER ASSET MANAGEMENT LTD | 2 | 1 | 0.04% | 0.18% | 0.28% | Q3 2020 | Q2 2022 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q4 2017 | Q2 2018 | 3 |
HYMAN CHARLES D | 3 | 3 | 0.30% | 0.37% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.14% | 0.19% | Q1 2021 | Q1 2023 | 3 |
MQS Management LLC | 2 | 1 | 0.19% | 0.35% | 0.59% | Q2 2022 | Q3 2023 | 3 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.30% | 0.30% | 0.31% | Q1 2018 | Q1 2019 | 3 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 2 | 1 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2014 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.12% | 0.27% | Q3 2013 | Q1 2019 | 3 |
Compagnie Lombard Odier SCmA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2015 | 3 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q1 2018 | 3 |
GW&K Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 2 | 1 | 0.61% | 0.85% | 1.00% | Q2 2013 | Q1 2016 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Centennial Wealth Advisory LLC | 2 | 1 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q1 2023 | 3 |
DPM Capital LLC | 3 | 3 | 6.59% | 8.35% | 9.37% | Q4 2018 | Q2 2019 | 3 |
Quantamental Technologies LLC | 1 | 1 | 0.08% | 0.12% | 0.18% | Q4 2018 | Q2 2022 | 3 |
Ascension Asset Management LLC | 3 | 3 | 1.46% | 1.51% | 1.57% | Q4 2017 | Q2 2018 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.28% | 0.84% | Q4 2020 | Q2 2022 | 3 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 3 |
Buck Wealth Strategies, LLC | 2 | 1 | 0.03% | 0.13% | 0.25% | Q3 2022 | Q3 2023 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Centenus Global Management, LP | 3 | 3 | 0.27% | 0.41% | 0.59% | Q3 2018 | Q1 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
SeaStone Capital Management, L.P. | 3 | 3 | 4.80% | 5.25% | 5.53% | Q2 2015 | Q4 2015 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2022 | 3 |
KGH Ltd | 2 | 1 | 0.06% | 0.09% | 0.12% | Q1 2018 | Q1 2019 | 3 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Bard Financial Services, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.04% | 0.10% | Q2 2021 | Q1 2023 | 3 |
ADVOCATE GROUP LLC | 3 | 3 | 0.07% | 0.17% | 0.30% | Q1 2023 | Q3 2023 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.42% | 0.51% | 0.56% | Q1 2018 | Q3 2022 | 3 |
Baader Bank Aktiengesellschaft | 3 | 3 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Marcato Capital | 3 | 3 | 8.34% | 8.78% | 9.47% | Q4 2014 | Q2 2015 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
EVERENCE CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
NuWave Investment Management, LLC | 2 | 1 | 0.15% | 0.23% | 0.37% | Q1 2021 | Q4 2021 | 3 |
Soros Fund Management | 2 | 1 | 0.01% | 0.12% | 0.23% | Q4 2014 | Q4 2017 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SWS Partners | 2 | 1 | 0.01% | 0.39% | 0.59% | Q4 2017 | Q3 2019 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2018 | 3 |
LBA Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Sequoia Financial Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2019 | 3 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.06% | 0.18% | 0.42% | Q1 2023 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Qtron Investments LLC | 1 | 1 | 0.05% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 3 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Lansing Street Advisors | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
Empirical Asset Management, LLC | 2 | 1 | 0.20% | 0.40% | 0.57% | Q4 2022 | Q3 2023 | 3 |
Advisors Preferred, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Jump Trading, LLC | 1 | 1 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q1 2019 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Moreno Evelyn V | 3 | 3 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q4 2022 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.15% | 0.18% | 0.22% | Q4 2017 | Q2 2018 | 3 |
SHERBROOKE PARK ADVISERS LLC | 2 | 1 | 0.11% | 0.30% | 0.65% | Q4 2022 | Q3 2023 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q3 2018 | 3 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
GLG INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SECOR Capital Advisors, LP | 1 | 1 | 0.24% | 0.35% | 0.45% | Q3 2014 | Q1 2015 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q4 2014 | Q1 2015 | 2 |
Corient Capital Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.30% | 0.38% | 0.45% | Q2 2023 | Q3 2023 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Caprock Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q2 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2022 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.49% | 0.58% | 0.66% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Index Management Solutions, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.02% | 0.25% | 0.48% | Q3 2015 | Q1 2017 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Egerton Capital (UK) LLP | 2 | 2 | 0.87% | 0.96% | 1.04% | Q3 2014 | Q4 2014 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
JSF Financial, LLC | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q2 2022 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Global X Management CO LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.26% | 0.46% | Q1 2018 | Q3 2018 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
HBK Sorce Advisory LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 1.11% | 1.21% | 1.30% | Q1 2022 | Q2 2022 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q4 2017 | 2 |
INTEGRAL DERIVATIVES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.39% | 0.42% | Q2 2021 | Q3 2022 | 2 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Private Ocean, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.13% | 0.14% | 0.16% | Q1 2017 | Q2 2017 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q4 2021 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.70% | 0.79% | 0.88% | Q4 2021 | Q1 2022 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Pendal Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Atom Investors LP | 2 | 2 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Kingfisher Capital LLC | 2 | 2 | 0.00% | 0.34% | 0.68% | Q3 2015 | Q4 2015 | 2 |
Accurate Wealth Management, LLC | 2 | 2 | 0.56% | 0.80% | 1.04% | Q3 2022 | Q4 2022 | 2 |
Standard Investments LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2014 | 2 |
HALL LAURIE J TRUSTEE | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 2 |
Man Investments Ltd | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2014 | Q2 2014 | 2 |
McElhenny Sheffield Capital Management, LLC | 2 | 2 | 0.35% | 0.48% | 0.61% | Q3 2022 | Q4 2022 | 2 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 2 | 2 | 0.23% | 0.49% | 0.76% | Q4 2022 | Q1 2023 | 2 |
Archipel Asset Management AB | 2 | 2 | 1.18% | 1.20% | 1.22% | Q4 2013 | Q1 2014 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2014 | Q3 2014 | 2 |
Gallacher Capital Management LLC | 2 | 2 | 0.31% | 0.34% | 0.36% | Q4 2022 | Q1 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TCTC Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Wela Strategies, Inc. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2020 | Q4 2020 | 2 |
Crescent Sterling, Ltd. | 2 | 2 | 0.84% | 0.85% | 0.85% | Q4 2022 | Q1 2023 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Peterson Financial Group, Inc. | 2 | 2 | 0.41% | 0.46% | 0.51% | Q4 2022 | Q1 2023 | 2 |
Richard W. Paul & Associates, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 2 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.39% | 0.39% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2022 | Q1 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2017 | Q3 2017 | 2 |
PORTOLA GROUP INC /CA | 1 | 1 | 0.88% | 1.06% | 1.24% | Q2 2013 | Q4 2013 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q1 2022 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.32% | 0.35% | 0.39% | Q4 2013 | Q1 2014 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Investment Management Corp of Ontario | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.19% | 0.22% | 0.24% | Q3 2023 | Q3 2023 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 2 |
HUSSMAN STRATEGIC ADVISORS, INC. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2020 | Q2 2020 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.13% | 1.50% | 1.86% | Q1 2017 | Q2 2018 | 2 |
Oak Thistle LLC | 1 | 1 | 0.10% | 0.44% | 0.78% | Q2 2022 | Q3 2023 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.02% | 0.14% | 0.26% | Q1 2022 | Q2 2022 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.38% | 0.57% | 0.76% | Q2 2013 | Q3 2013 | 2 |
ALLSTATE CORP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q2 2022 | 2 |
Century Capital Management, LLC | 2 | 2 | 0.27% | 0.27% | 0.28% | Q4 2014 | Q1 2015 | 2 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q2 2021 | 2 |
Delta Investment Management, LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q2 2019 | Q3 2019 | 2 |
Lombard Odier Asset Management (USA) Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q4 2017 | Q1 2020 | 2 |
Glenview Capital Management | 2 | 2 | 0.33% | 0.39% | 0.44% | Q4 2014 | Q1 2015 | 2 |
GLENHILL ADVISORS LLC | 2 | 2 | 0.81% | 1.39% | 1.96% | Q4 2017 | Q1 2018 | 2 |
Leucadia National | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
NatWest Group plc | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.08% | 0.08% | 0.10% | Q4 2022 | Q1 2023 | 2 |
BOK Financial Private Wealth, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MIROVA | 2 | 2 | 0.10% | 0.17% | 0.24% | Q1 2023 | Q2 2023 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
B. Metzler seel. Sohn & Co. Holding AG | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Chesapeake Wealth Management | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
COHEN LAWRENCE B | 1 | 1 | 0.69% | 0.73% | 0.78% | Q4 2021 | Q4 2022 | 2 |
Cupps Capital Management, LLC | 2 | 2 | 0.06% | 0.13% | 0.20% | Q4 2014 | Q1 2015 | 2 |
Price Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 2 |
FORT, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q4 2017 | Q1 2018 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q1 2014 | Q2 2014 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2018 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.08% | 0.14% | 0.20% | Q3 2019 | Q4 2019 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q2 2023 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2014 | Q4 2014 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
LBP AM SA | 2 | 2 | 0.02% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
R&F Capital Advisors LP | 2 | 2 | 0.16% | 0.25% | 0.34% | Q4 2016 | Q1 2017 | 2 |
Wilmington Funds Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Summit Global Investments | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BRC Investment Management LLC | 2 | 2 | 1.43% | 1.60% | 1.78% | Q2 2016 | Q3 2016 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.07% | 0.23% | 0.39% | Q4 2017 | Q1 2018 | 2 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.14% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Bollard Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.86% | 0.86% | 0.87% | Q3 2019 | Q4 2019 | 2 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 1.52% | 1.54% | 1.56% | Q2 2018 | Q3 2018 | 2 |
Spark Investment Management LLC | 2 | 2 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q3 2013 | 2 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bach Option Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Exane Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2017 | Q4 2017 | 1 |
Clarius Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2020 | Q1 2020 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Brick & Kyle, Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2015 | Q3 2015 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Next Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2017 | Q3 2017 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Atika Capital Management LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
HWG Holdings LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q1 2014 | Q1 2014 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Boussard & Gavaudan Asset Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
CXI Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Shellback Capital, LP | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2015 | Q2 2015 | 1 |
Heritage Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
General Partner, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2019 | Q4 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Truadvice, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2015 | Q3 2015 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2022 | Q1 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2013 | Q4 2013 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2017 | Q2 2017 | 1 |
Hudock, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Smith Affiliated Capital Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2013 | Q1 2013 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
NORWOOD FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
S&T BANK/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quarry LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Vinva Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
25 LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Decatur Capital Management, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2020 | Q2 2020 | 1 |
United Community Bank | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Sigma Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
ATLAS CAPITAL ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Tahithromos, L.L.C. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2015 | Q1 2015 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2015 | Q2 2015 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
ALPHASIMPLEX GROUP, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2020 | Q2 2020 | 1 |
Employers Holdings, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
BAIRD ROBERT W & CO INC /WI/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SOUND SHORE MANAGEMENT INC /CT/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
S.A.C. GLOBAL INVESTORS, LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Sheffield Asset Management, L.L.C. | 1 | 1 | 4.32% | 4.32% | 4.32% | Q2 2015 | Q2 2015 | 1 |
Permit Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
AMICA PENSION FUND BOARD OF TRUSTEES | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
REYNOLDS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2014 | Q1 2014 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2014 | Q3 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Zions Trust, National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
MASON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2014 | Q3 2014 | 1 |
Banco Santander, S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2016 | Q3 2016 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2014 | Q4 2014 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
LYNCH & ASSOCIATES/IN | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
CASTLEARK MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2013 | Q2 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
McAdam, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Polianta Ltd | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2019 | Q2 2019 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
External links
This page lists all the filers that currently own PACKAGING CORP AMER or have owned PACKAGING CORP AMER in the past.