Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.21% | 0.73% | Q2 2013 | Q3 2023 | 88 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.20% | 0.59% | Q1 2013 | Q3 2023 | 83 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.19% | 0.61% | Q2 2013 | Q3 2023 | 83 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 83 |
Citadel Advisors | 27 | 3 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 75 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.52% | 1.30% | Q2 2013 | Q3 2023 | 75 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.95% | 1.70% | Q2 2013 | Q3 2023 | 51 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 48 |
D. E. Shaw & Co., Inc. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 47 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 47 |
Baskin Financial Services Inc. | 46 | 46 | 0.48% | 2.08% | 5.49% | Q2 2012 | Q3 2023 | 46 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 46 | 46 | 0.01% | 0.03% | 0.08% | Q2 2012 | Q3 2023 | 46 |
HUNTINGTON NATIONAL BANK | 46 | 46 | 0.00% | 0.00% | 0.02% | Q2 2012 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 3 | 0.00% | 0.02% | 0.04% | Q2 2012 | Q3 2023 | 45 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 45 |
Broderick Brian C | 44 | 44 | 0.16% | 0.59% | 1.73% | Q4 2012 | Q3 2023 | 44 |
Heronetta Management, L.P. | 44 | 44 | 2.02% | 3.76% | 5.99% | Q4 2012 | Q3 2023 | 44 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.13% | 0.54% | 1.36% | Q1 2013 | Q3 2023 | 43 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.36% | 0.82% | 1.52% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.12% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.06% | 1.49% | 2.61% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 0.11% | 0.83% | 2.50% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.23% | 0.35% | Q3 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.05% | 0.20% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.33% | 0.61% | 1.04% | Q2 2013 | Q3 2023 | 42 |
CANADA PENSION PLAN INVESTMENT BOARD | 25 | 17 | 0.00% | 0.12% | 0.43% | Q1 2013 | Q3 2023 | 42 |
JENNISON ASSOCIATES LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.00% | 0.86% | 2.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.03% | 0.23% | 0.47% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
A. D. Beadell Investment Counsel, Inc. | 42 | 42 | 1.45% | 2.52% | 3.96% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 0.77% | 2.23% | 3.75% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL LP | 42 | 42 | 0.49% | 1.75% | 3.07% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.04% | 0.28% | 0.98% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 0.04% | 0.46% | 1.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.65% | 0.97% | 1.60% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.04% | 0.06% | Q2 2012 | Q4 2022 | 42 |
HSBC HOLDINGS PLC | 41 | 1 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.00% | 0.54% | 1.74% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Nexus Investment Management ULC | 42 | 42 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CORTLAND ASSOCIATES INC/MO | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.02% | 0.21% | 0.70% | Q2 2013 | Q3 2023 | 42 |
JARISLOWSKY, FRASER Ltd | 41 | 41 | 0.09% | 1.35% | 2.69% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.09% | 0.51% | 1.25% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.04% | 0.14% | 0.38% | Q4 2013 | Q4 2023 | 41 |
FIFTH THIRD BANCORP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Alberta Investment Management Corp | 40 | 1 | 0.03% | 0.45% | 1.24% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 27 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 39 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Tower Research Capital LLC (TRC) | 28 | 5 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Silver Lake Advisory, LLC | 40 | 40 | 1.31% | 2.04% | 3.36% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 40 | 40 | 0.02% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 40 |
COHEN & STEERS, INC. | 40 | 40 | 0.00% | 0.05% | 0.49% | Q2 2013 | Q1 2023 | 40 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 22 | 2 | 0.01% | 1.09% | 2.46% | Q2 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 34 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
GUGGENHEIM CAPITAL LLC | 34 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 21 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 40 |
Notis-McConarty Edward | 40 | 40 | 0.24% | 0.44% | 0.82% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 31 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2023 | 39 |
SPINNAKER TRUST | 39 | 39 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2022 | 39 |
AGF INVESTMENTS INC. | 38 | 38 | 0.01% | 0.17% | 0.55% | Q2 2013 | Q3 2022 | 38 |
JFS WEALTH ADVISORS, LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
Korea Investment CORP | 27 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
FOUNDATION RESOURCE MANAGEMENT INC | 37 | 37 | 0.17% | 0.26% | 0.36% | Q2 2013 | Q2 2022 | 37 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 27 | 10 | 0.06% | 1.41% | 2.52% | Q2 2013 | Q3 2023 | 37 |
Connor, Clark & Lunn Investment Management Ltd. | 31 | 2 | 0.01% | 0.52% | 1.29% | Q1 2014 | Q3 2023 | 37 |
BARD ASSOCIATES INC | 37 | 37 | 0.38% | 0.75% | 1.38% | Q3 2014 | Q3 2023 | 37 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 36 |
Cetera Advisor Networks LLC | 20 | 1 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 36 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 36 |
STIFEL FINANCIAL CORP | 34 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 36 |
K.J. Harrison & Partners Inc | 16 | 1 | 0.04% | 0.17% | 0.74% | Q2 2013 | Q3 2023 | 36 |
AMP Capital Investors Ltd | 36 | 36 | 0.02% | 0.25% | 1.34% | Q2 2013 | Q1 2022 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cumberland Partners Ltd | 27 | 8 | 0.09% | 2.53% | 6.50% | Q4 2014 | Q3 2023 | 35 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2023 | 35 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 35 |
Renaissance Technologies | 22 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 35 |
VANGUARD GROUP INC | 35 | 35 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
DELTA ASSET MANAGEMENT LLC/TN | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 34 |
Brookfield Asset Management | 15 | 1 | 0.00% | 0.30% | 1.18% | Q2 2013 | Q3 2023 | 34 |
JNBA Financial Advisors | 21 | 13 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.18% | 0.32% | 0.59% | Q2 2015 | Q3 2023 | 34 |
Allianz Asset Management GmbH | 16 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.02% | 0.09% | Q4 2015 | Q3 2023 | 32 |
DAVIS-REA LTD. | 32 | 32 | 0.24% | 0.62% | 3.18% | Q4 2015 | Q3 2023 | 32 |
Baird Financial Group, Inc. | 30 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q3 2023 | 31 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.03% | 0.20% | Q3 2014 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
CREDIT AGRICOLE S A | 18 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 30 |
Highlander Capital Management, LLC | 30 | 30 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2020 | 30 |
LUCAS CAPITAL MANAGEMENT | 30 | 30 | 0.33% | 0.49% | 0.64% | Q1 2013 | Q2 2020 | 30 |
Tradewinds Capital Management, LLC | 30 | 30 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2022 | 30 |
CIDEL ASSET MANAGEMENT INC | 20 | 2 | 0.01% | 0.45% | 1.64% | Q4 2014 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.05% | 0.09% | 0.15% | Q2 2016 | Q3 2023 | 30 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 22 | 7 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 0.21% | 0.34% | 0.56% | Q3 2016 | Q3 2023 | 29 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2023 | 29 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 20 | 8 | 0.01% | 0.37% | 1.64% | Q2 2016 | Q3 2023 | 28 |
PRICE T ROWE ASSOCIATES INC /MD/ | 28 | 28 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2022 | 28 |
Sheaff Brock Investment Advisors, LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2023 | 28 |
Glenview Trust Co | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
PCJ Investment Counsel Ltd. | 10 | 1 | 0.04% | 1.15% | 2.21% | Q3 2014 | Q3 2023 | 28 |
MONTRUSCO BOLTON INVESTMENTS INC. | 28 | 28 | 0.46% | 2.57% | 5.13% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 28 |
PUZO MICHAEL J | 24 | 3 | 0.08% | 0.48% | 0.99% | Q4 2012 | Q3 2019 | 27 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
ClearBridge Investments Ltd | 16 | 11 | 0.00% | 2.78% | 8.14% | Q3 2016 | Q3 2023 | 27 |
QS Investors, LLC | 23 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 0.14% | 1.10% | 2.57% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.06% | 0.24% | Q2 2014 | Q2 2023 | 27 |
BAROMETER CAPITAL MANAGEMENT INC. | 9 | 2 | 0.00% | 1.87% | 5.57% | Q3 2014 | Q1 2023 | 27 |
Continuum Advisory, LLC | 27 | 27 | 0.21% | 0.48% | 0.82% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2019 | 27 |
Tortoise Index Solutions, LLC | 24 | 2 | 3.28% | 4.83% | 6.96% | Q2 2015 | Q3 2023 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.06% | 0.14% | 0.24% | Q4 2016 | Q1 2023 | 26 |
GEODE CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Clearstead Trust, LLC | 26 | 26 | 0.05% | 0.27% | 0.39% | Q4 2016 | Q1 2023 | 26 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 23 | 3 | 0.00% | 0.54% | 0.84% | Q2 2013 | Q3 2020 | 26 |
Neuberger Berman Group LLC | 26 | 26 | 0.01% | 0.05% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.13% | 0.32% | Q3 2016 | Q3 2023 | 26 |
M&T BANK CORP | 25 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 26 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 1 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q1 2023 | 25 |
Parallel Advisors, LLC | 13 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q4 2021 | 25 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 12 | 1 | 0.27% | 1.17% | 2.32% | Q3 2006 | Q3 2021 | 25 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 25 | 25 | 0.43% | 0.75% | 0.98% | Q3 2017 | Q3 2023 | 25 |
Kistler-Tiffany Companies, LLC | 20 | 5 | 0.00% | 0.07% | 0.15% | Q3 2014 | Q2 2023 | 25 |
Financial Architects, Inc | 18 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2020 | 25 |
JCIC Asset Management Inc. | 24 | 1 | 0.00% | 0.75% | 2.96% | Q2 2017 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.14% | 0.19% | 0.25% | Q4 2017 | Q3 2023 | 24 |
BNP Paribas Asset Management Holding S.A. | 24 | 24 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2019 | 24 |
NATIXIS ADVISORS, L.P. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
State of Tennessee, Treasury Department | 18 | 2 | 0.04% | 0.06% | 0.09% | Q4 2014 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 24 | 24 | 0.01% | 0.07% | 0.19% | Q4 2017 | Q3 2023 | 24 |
SL ADVISORS, LLC | 18 | 1 | 0.03% | 1.99% | 3.26% | Q3 2016 | Q3 2023 | 24 |
Taylor Frigon Capital Management LLC | 17 | 7 | 0.24% | 0.64% | 0.98% | Q4 2014 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
SIG North Trading, ULC | 8 | 8 | 0.11% | 1.37% | 4.25% | Q4 2021 | Q3 2023 | 24 |
VIKING FUND MANAGEMENT LLC | 17 | 7 | 0.01% | 0.25% | 0.77% | Q1 2017 | Q3 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.21% | 0.34% | 0.50% | Q4 2017 | Q3 2023 | 24 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 23 |
Lee Financial Co | 16 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
Russell Investments Group, Ltd. | 23 | 23 | 0.00% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
BRAVE ASSET MANAGEMENT INC | 20 | 3 | 0.11% | 0.27% | 0.60% | Q4 2013 | Q3 2019 | 23 |
NN Investment Partners Holdings N.V. | 15 | 8 | 0.00% | 0.17% | 0.94% | Q2 2016 | Q1 2022 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
VAN ECK ASSOCIATES CORP | 19 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Cutler Group LLC / CA | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2021 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2019 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 23 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 23 | 23 | 0.11% | 3.69% | 5.07% | Q1 2018 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
COMERICA BANK | 23 | 23 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Twin Tree Management, LP | 11 | 11 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2022 | 23 |
Salient Capital Advisors, LLC | 23 | 23 | 0.08% | 4.67% | 8.97% | Q1 2017 | Q3 2022 | 23 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.21% | 0.47% | 1.12% | Q2 2018 | Q3 2023 | 22 |
FIL Ltd | 22 | 22 | 0.12% | 0.43% | 0.72% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 9 | 4 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2023 | 22 |
TRUST CO OF VERMONT | 21 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2021 | 22 |
JACOBSON & SCHMITT ADVISORS, LLC | 22 | 22 | 1.63% | 2.97% | 4.36% | Q4 2014 | Q1 2020 | 22 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 22 |
HOWE & RUSLING INC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 22 |
Cutter & CO Brokerage, Inc. | 22 | 22 | 0.27% | 0.35% | 0.57% | Q3 2014 | Q4 2019 | 22 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.04% | 0.24% | Q2 2014 | Q3 2023 | 22 |
Capital World Investors | 12 | 10 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q2 2022 | 22 |
CIGNA INVESTMENTS INC /NEW | 12 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cornerstone Advisors, Inc. | 20 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q3 2020 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
D.A. DAVIDSON & CO. | 17 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 21 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2023 | 21 |
Greystone Managed Investments Inc. | 21 | 21 | 0.45% | 2.35% | 4.11% | Q3 2014 | Q3 2019 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 14 | 6 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q2 2018 | 20 |
SOMERVILLE KURT F | 20 | 20 | 0.08% | 0.74% | 1.15% | Q4 2012 | Q3 2017 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.03% | 0.06% | 0.11% | Q4 2014 | Q3 2019 | 20 |
NewSquare Capital LLC | 16 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q2 2022 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.13% | 0.71% | 1.65% | Q2 2013 | Q1 2018 | 20 |
Point72 Asset Management, L.P. | 12 | 1 | 0.01% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 20 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
AMF Tjanstepension AB | 9 | 1 | 0.00% | 0.10% | 0.32% | Q2 2015 | Q2 2023 | 20 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 1 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q4 2019 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 10 | 1 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q3 2023 | 19 |
AMERICAN NATIONAL BANK | 19 | 19 | 0.04% | 0.05% | 0.07% | Q3 2014 | Q1 2019 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.07% | 0.16% | 0.39% | Q1 2019 | Q3 2023 | 19 |
Lombard Odier Asset Management (Europe) Ltd | 11 | 2 | 0.01% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
CAPTRUST FINANCIAL ADVISORS | 12 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 19 |
Vantage Investment Advisors, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2018 | 19 |
Oxbow Advisors, LLC | 19 | 19 | 0.11% | 0.23% | 0.40% | Q4 2015 | Q2 2020 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 19 |
Glassman Wealth Services | 16 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Onex Canada Asset Management Inc. | 19 | 19 | 0.15% | 0.56% | 1.07% | Q1 2019 | Q3 2023 | 19 |
QV Investors Inc. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 19 | 19 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q4 2019 | 19 |
Polar Asset Management Partners Inc. | 11 | 1 | 0.01% | 0.06% | 0.23% | Q1 2015 | Q3 2022 | 18 |
Skandinaviska Enskilda Banken AB (publ) | 8 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2023 | 18 |
Lombard Odier Asset Management (Switzerland) SA | 8 | 1 | 0.01% | 0.06% | 0.18% | Q2 2014 | Q3 2023 | 18 |
HighTower Trust Company, N.A. | 18 | 18 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q1 2023 | 18 |
Advisors Asset Management, Inc. | 10 | 8 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.09% | 0.16% | 0.31% | Q2 2013 | Q3 2017 | 18 |
Barrett Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2017 | 18 |
Old North State Trust, LLC | 12 | 6 | 0.12% | 0.18% | 0.32% | Q3 2018 | Q1 2023 | 18 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2020 | 17 |
Cardinal Capital Management, Inc. | 17 | 17 | 0.03% | 4.48% | 6.17% | Q3 2019 | Q3 2023 | 17 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.16% | 0.32% | 0.45% | Q2 2013 | Q2 2017 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.04% | 0.52% | Q4 2019 | Q4 2023 | 17 |
DIVIDEND ASSETS CAPITAL, LLC | 17 | 17 | 0.00% | 0.24% | 0.84% | Q3 2019 | Q3 2023 | 17 |
Hemenway Trust Co LLC | 17 | 17 | 0.33% | 1.13% | 1.65% | Q1 2013 | Q1 2017 | 17 |
Johnson Financial Group, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Belpointe Asset Management LLC | 17 | 17 | 0.02% | 0.05% | 0.13% | Q1 2019 | Q1 2023 | 17 |
First Horizon Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 10 | 6 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 8 | 1 | 0.00% | 0.04% | 0.26% | Q2 2017 | Q3 2023 | 16 |
Mn Services Vermogensbeheer B.V. | 8 | 1 | 0.03% | 0.08% | 0.27% | Q1 2016 | Q2 2022 | 16 |
BOKF, NA | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.10% | 0.57% | 1.49% | Q2 2018 | Q1 2022 | 16 |
Ninepoint Partners LP | 7 | 1 | 0.03% | 0.13% | 0.78% | Q3 2017 | Q3 2023 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2019 | 16 |
Ausdal Financial Partners, Inc. | 12 | 4 | 0.08% | 0.25% | 0.41% | Q4 2015 | Q4 2019 | 16 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.09% | 0.26% | Q1 2016 | Q2 2023 | 16 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 7 | 0.04% | 0.10% | 0.16% | Q3 2014 | Q3 2018 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 5.26% | 5.93% | 6.46% | Q4 2019 | Q3 2023 | 16 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2019 | 16 |
Man Group plc | 8 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 16 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.28% | 0.85% | Q3 2019 | Q3 2023 | 16 |
Benchmark Capital Advisors | 10 | 2 | 0.16% | 0.31% | 0.50% | Q2 2013 | Q4 2017 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
A.R.T. Advisors, LLC | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 15 |
CWM, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 15 |
MONTAG A & ASSOCIATES INC | 12 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 15 |
Nuveen Asset Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Bridgewater Associates | 12 | 3 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q1 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Linscomb & Williams, Inc. | 11 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 15 |
Richard C. Young & CO., LTD. | 15 | 15 | 0.35% | 1.09% | 2.30% | Q2 2013 | Q4 2016 | 15 |
Compagnie Lombard Odier SCmA | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 15 |
DELTA LLOYD NV | 14 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2017 | 15 |
Moors & Cabot, Inc. | 13 | 1 | 0.00% | 0.03% | 0.07% | Q3 2017 | Q2 2021 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2023 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 15 |
Quadrature Capital Ltd | 3 | 1 | 0.06% | 0.28% | 0.87% | Q1 2016 | Q3 2023 | 15 |
FIRST FINANCIAL CORP /IN/ | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 15 |
Birch Capital Management, LLC | 15 | 15 | 0.05% | 0.12% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Advocacy Wealth Management Services, LLC | 13 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 15 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 7 | 1 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 15 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
GIRARD PARTNERS LTD. | 12 | 2 | 0.01% | 0.13% | 0.40% | Q4 2013 | Q3 2018 | 14 |
WESTWOOD HOLDINGS GROUP INC | 10 | 4 | 0.00% | 0.20% | 0.79% | Q1 2017 | Q3 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 2 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2021 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q3 2016 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q1 2021 | 14 |
Blackstone Inc. | 14 | 14 | 0.84% | 1.22% | 1.50% | Q2 2020 | Q3 2023 | 14 |
FOURPOINTS Investment Managers, S.A.S. | 10 | 4 | 0.05% | 0.14% | 0.25% | Q2 2013 | Q4 2016 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
AGF Investments LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 14 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 14 | 14 | 0.31% | 0.52% | 1.06% | Q1 2020 | Q2 2023 | 14 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 14 |
Schonfeld Strategic Advisors LLC | 7 | 1 | 0.00% | 0.03% | 0.12% | Q1 2018 | Q3 2023 | 13 |
DUBUQUE BANK & TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
CAPSTONE ASSET MANAGEMENT CO | 13 | 13 | 0.04% | 0.15% | 0.26% | Q2 2014 | Q2 2017 | 13 |
Winslow, Evans & Crocker, Inc. | 8 | 5 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q2 2017 | 13 |
FIRST TRUST ADVISORS LP | 6 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 13 |
Proficio Capital Partners LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
SIR Capital Management, L.P. | 8 | 1 | 0.08% | 2.37% | 6.11% | Q2 2013 | Q1 2021 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 13 |
Hexavest Inc. | 7 | 6 | 0.01% | 0.05% | 0.12% | Q1 2015 | Q4 2019 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2022 | 13 |
Allworth Financial LP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
Friedberg Investment Management | 9 | 1 | 0.21% | 0.98% | 1.64% | Q2 2013 | Q2 2017 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 12 | 1 | 0.01% | 0.36% | 0.95% | Q4 2019 | Q3 2023 | 13 |
FIRST MANHATTAN CO. LLC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 13 |
Sound Income Strategies, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2020 | 13 |
Valeo Financial Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
True North Advisors, LLC | 13 | 13 | 0.07% | 0.18% | 0.27% | Q3 2020 | Q3 2023 | 13 |
BRADLEY FOSTER & SARGENT INC/CT | 11 | 2 | 0.01% | 0.54% | 0.84% | Q2 2013 | Q3 2017 | 13 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.03% | 0.14% | Q3 2018 | Q2 2021 | 12 |
Tacita Capital Inc | 12 | 12 | 1.14% | 1.32% | 1.76% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.42% | 0.67% | 1.22% | Q2 2013 | Q2 2016 | 12 |
CHECK CAPITAL MANAGEMENT INC/CA | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
Qube Research & Technologies Ltd | 11 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q1 2023 | 12 |
Mine & Arao Wealth Creation & Management, LLC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2012 | Q3 2015 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 12 |
ALBERT D MASON INC | 12 | 12 | 0.78% | 0.94% | 1.12% | Q1 2021 | Q4 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
BEACH INVESTMENT COUNSEL INC/PA | 12 | 12 | 0.05% | 0.07% | 0.15% | Q2 2017 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Sonora Investment Management, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 12 |
PRENTISS SMITH & CO INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
PineBridge Investments, L.P. | 7 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
RNC CAPITAL MANAGEMENT LLC | 11 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2023 | 12 |
Granite Investment Advisors, LLC | 12 | 12 | 0.45% | 0.92% | 1.07% | Q2 2015 | Q1 2018 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q1 2018 | 12 |
RAYMOND JAMES TRUST N.A. | 9 | 3 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2019 | 12 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.03% | 0.18% | Q1 2015 | Q1 2022 | 12 |
Evercore Wealth Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2017 | 12 |
First Command Bank | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
First Command Financial Services, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
TCI Wealth Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2023 | 12 |
Transamerica Financial Advisors, Inc. | 12 | 12 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 12 |
Murphy, Middleton, Hinkle & Parker, Inc. | 9 | 1 | 0.12% | 0.16% | 0.19% | Q4 2017 | Q4 2022 | 12 |
Fayerweather Charles | 12 | 12 | 0.32% | 0.58% | 0.99% | Q1 2015 | Q4 2017 | 12 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Rockefeller Capital Management L.P. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 11 |
Kidder Stephen W | 10 | 1 | 0.10% | 1.38% | 1.96% | Q4 2012 | Q3 2015 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.02% | 0.05% | 0.15% | Q4 2019 | Q2 2022 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2020 | 11 |
Sandy Spring Bank | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 11 |
Zions Bancorporation | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 11 |
PRUDENTIAL PLC | 5 | 2 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2021 | 11 |
CAROLINAS WEALTH CONSULTING LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Capital Innovations LLC | 7 | 4 | 0.66% | 1.08% | 1.93% | Q3 2016 | Q3 2019 | 11 |
Castleton Investment Management LLC | 11 | 11 | 0.13% | 2.07% | 4.53% | Q2 2016 | Q4 2018 | 11 |
Avantax Planning Partners, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 11 |
KGH Ltd | 6 | 5 | 0.03% | 0.05% | 0.09% | Q3 2015 | Q3 2018 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 11 |
First Trust Direct Indexing L.P. | 10 | 1 | 0.04% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.46% | 0.57% | 0.65% | Q1 2020 | Q3 2022 | 11 |
FORSTA AP-FONDEN | 9 | 2 | 0.13% | 0.26% | 0.62% | Q1 2017 | Q4 2019 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.06% | 0.20% | Q3 2013 | Q4 2018 | 11 |
FIDGEON TIMOTHY F | 11 | 11 | 0.47% | 0.93% | 1.12% | Q1 2013 | Q3 2015 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2020 | 11 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q3 2023 | 11 |
MAI Capital Management | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
AlphaCrest Capital Management LLC | 6 | 2 | 0.02% | 0.06% | 0.19% | Q4 2018 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Wealthspire Advisors, L.P. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
Patriot Financial Group Insurance Agency, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 11 |
BB&T SECURITIES, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 11 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Triasima Portfolio Management inc. | 6 | 4 | 0.08% | 1.30% | 2.74% | Q4 2020 | Q2 2023 | 10 |
Banque Cantonale Vaudoise | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 10 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2021 | 10 |
Royal Fund Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TIEDEMANN ADVISORS, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2020 | 10 |
EMFO, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 6 | 4 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 10 |
Virtu KCG Holdings LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 10 |
B. Riley Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 1.60% | 2.85% | Q2 2022 | Q3 2023 | 10 |
Magnetar Financial LLC | 6 | 1 | 0.00% | 0.04% | 0.32% | Q2 2016 | Q3 2022 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
World Asset Management Inc | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2019 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 10 |
NATIONAL PLANNING CORP | 9 | 1 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q3 2017 | 10 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2019 | 10 |
Regal Investment Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 10 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.03% | 0.19% | Q4 2018 | Q2 2023 | 10 |
SMITH, MOORE & CO. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
WEDBUSH SECURITIES INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AE Wealth Management LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 9 |
Focused Wealth Management, Inc | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 9 |
OPPENHEIMER & CO INC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.04% | 0.22% | 0.71% | Q2 2013 | Q4 2019 | 9 |
ADVISOR PARTNERS LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Pacer Advisors, Inc. | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Andra AP-fonden | 8 | 1 | 0.01% | 0.08% | 0.10% | Q1 2016 | Q2 2019 | 9 |
Hoxton Financial, Inc. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
Kestra Advisory Services, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 9 | 9 | 0.02% | 0.06% | 0.13% | Q4 2018 | Q4 2020 | 9 |
ClearBridge Investments | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2023 | 9 |
LINCLUDEN MANAGEMENT LTD | 9 | 9 | 3.48% | 3.84% | 4.34% | Q3 2021 | Q3 2023 | 9 |
M&R CAPITAL MANAGEMENT INC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 9 |
Gotham Asset Management, LLC | 6 | 3 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q2 2023 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 1.50% | 1.67% | 1.81% | Q4 2012 | Q4 2014 | 9 |
Bartlett & Co. LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2023 | 9 |
Epoch Investment Partners, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
OSSIAM | 8 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
PFG Advisors | 6 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q2 2023 | 9 |
Vectors Research Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 9 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.07% | 0.14% | 0.36% | Q3 2017 | Q3 2023 | 9 |
Truvestments Capital LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Overbrook Management Corp | 8 | 8 | 0.41% | 1.51% | 2.96% | Q4 2017 | Q3 2019 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.08% | 0.18% | Q1 2018 | Q2 2023 | 8 |
Ilmarinen Mutual Pension Insurance Co | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2022 | 8 |
MID CONTINENT CAPITAL LLC/IL | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.05% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Arden Trust Co | 8 | 8 | 0.07% | 0.11% | 0.15% | Q2 2021 | Q1 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.15% | 0.20% | 0.26% | Q4 2017 | Q3 2019 | 8 |
Assenagon Asset Management S.A. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.18% | 0.36% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SPROTT INC. | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 8 |
Cipher Capital LP | 3 | 1 | 0.06% | 0.15% | 0.43% | Q1 2018 | Q2 2023 | 8 |
ASSETMARK, INC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2021 | 8 |
Joel Isaacson & Co., LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2016 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 1.84% | 2.44% | 2.74% | Q4 2021 | Q3 2023 | 8 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.01% | 0.04% | 0.05% | Q2 2012 | Q3 2023 | 8 |
Intellectus Partners, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
FLAGSHIP HARBOR ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.04% | 0.11% | 0.19% | Q2 2019 | Q3 2023 | 8 |
Caprock Group, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q1 2016 | Q4 2017 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2019 | Q2 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
HBC Financial Services, PLLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.33% | 0.43% | 0.49% | Q4 2021 | Q3 2023 | 8 |
RICE HALL JAMES & ASSOCIATES, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.17% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.00% | 0.11% | 0.23% | Q4 2019 | Q3 2023 | 8 |
CAPITAL GUARDIAN TRUST CO | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 8 |
PEG CAPITAL MANAGEMENT INC /NH/ | 8 | 8 | 3.79% | 4.46% | 4.81% | Q2 2013 | Q1 2015 | 8 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 7 |
Madden Advisory Services, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Sourcerock Group LLC | 7 | 7 | 0.09% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
Chicago Partners Investment Group LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 7 |
Verition Fund Management LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2022 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Freestone Capital Holdings, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2020 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
DC Investments Management, LLC | 7 | 7 | 0.09% | 0.21% | 0.34% | Q4 2018 | Q2 2020 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Pendal Group Ltd | 7 | 7 | 0.00% | 0.02% | 0.07% | Q2 2021 | Q4 2022 | 7 |
HITE Hedge Asset Management LLC | 6 | 1 | 0.31% | 2.14% | 3.63% | Q3 2021 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
AQR Capital Management | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 7 |
Spot Trading L.L.C | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2016 | 7 |
TEACHERS ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
STOCK YARDS BANK & TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2017 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
OMERS ADMINISTRATION Corp | 7 | 7 | 0.01% | 0.71% | 1.24% | Q2 2019 | Q4 2020 | 7 |
HARBOUR INVESTMENTS, INC. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Artemis Investment Management LLP | 7 | 7 | 0.01% | 0.18% | 0.34% | Q4 2018 | Q2 2020 | 7 |
PRIVATE TRUST CO NA | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2023 | 7 |
PERISCOPE CAPITAL INC. | 3 | 3 | 0.17% | 0.39% | 0.64% | Q2 2018 | Q4 2018 | 7 |
Westchester Capital Management, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.05% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.03% | 0.05% | Q3 2021 | Q2 2023 | 7 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 6 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.14% | 0.30% | 0.61% | Q3 2014 | Q3 2016 | 6 |
Sigma Planning Corp | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
Syverson Strege & Co | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 6 |
ALGERT GLOBAL LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q3 2013 | Q2 2021 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q1 2023 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.55% | 0.92% | 1.68% | Q1 2018 | Q2 2019 | 6 |
Power Corp of Canada | 5 | 1 | 0.29% | 0.58% | 0.96% | Q1 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 6 |
HighPoint Advisor Group LLC | 4 | 1 | 0.02% | 0.07% | 0.08% | Q2 2019 | Q2 2022 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q3 2020 | 6 |
Carnegie Capital Asset Management, LLC | 6 | 6 | 0.11% | 0.14% | 0.17% | Q1 2015 | Q2 2016 | 6 |
Qtron Investments LLC | 6 | 6 | 0.07% | 0.10% | 0.16% | Q1 2022 | Q2 2023 | 6 |
Page Arthur B | 6 | 6 | 0.27% | 0.32% | 0.37% | Q4 2013 | Q1 2015 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Weaver Consulting Group | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2020 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 6 |
NOVARE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 6 |
FIRST MERCANTILE TRUST CO | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 6 |
CGOV Asset Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Nuveen Fund Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2017 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q3 2019 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Anson Funds Management LP | 4 | 2 | 0.13% | 0.22% | 0.30% | Q1 2022 | Q3 2023 | 6 |
OFI Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Armbruster Capital Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.10% | 0.18% | 0.25% | Q4 2017 | Q1 2019 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MUFG SECURITIES (CANADA), LTD. | 6 | 6 | 0.38% | 5.57% | 21.29% | Q4 2020 | Q1 2022 | 6 |
1ST SOURCE BANK | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
MUFG Americas Holdings Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2013 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 6 |
Versor Investments LP | 3 | 1 | 0.02% | 0.06% | 0.15% | Q1 2019 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2015 | Q3 2016 | 6 |
CASTLEARK MANAGEMENT LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
ING GROEP NV | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SG Americas Securities, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Cornerstone Wealth Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q3 2016 | Q3 2018 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
BlackRock Institutional Trust Company, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
GRIES FINANCIAL LLC | 3 | 2 | 0.27% | 0.44% | 0.58% | Q4 2021 | Q1 2023 | 5 |
MCIA Inc | 5 | 5 | 0.39% | 0.74% | 0.98% | Q2 2022 | Q2 2023 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.02% | 0.07% | 0.20% | Q4 2017 | Q4 2018 | 5 |
FEDERATED HERMES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Private Capital Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 5 |
Alpha Omega Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Spark Investment Management LLC | 5 | 5 | 0.09% | 0.27% | 0.51% | Q2 2016 | Q2 2017 | 5 |
BI Asset Management Fondsmaeglerselskab A/S | 5 | 5 | 0.08% | 0.12% | 0.18% | Q3 2019 | Q3 2020 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.06% | 0.14% | 0.22% | Q1 2021 | Q3 2023 | 5 |
Cribstone Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q4 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 5 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q4 2019 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.56% | 0.65% | 0.70% | Q4 2020 | Q4 2021 | 5 |
SUNTRUST BANKS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 5 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 5 |
NewGen Asset Management Ltd | 5 | 5 | 2.13% | 2.87% | 3.81% | Q2 2022 | Q2 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2023 | 5 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 1 | 0.20% | 0.48% | 0.84% | Q2 2013 | Q1 2015 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q2 2021 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Virtu Financial LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2022 | 5 |
Squarepoint Ops LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TRAVELERS COMPANIES, INC. | 5 | 5 | 1.04% | 1.17% | 1.28% | Q2 2013 | Q2 2014 | 5 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q2 2022 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Simplicity Solutions, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Harvest Fund Advisors LLC | 5 | 5 | 0.59% | 2.47% | 5.07% | Q1 2019 | Q1 2020 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
Capital International Investors | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 5 |
Integrated Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
WEST PACES ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Zurich Insurance Group Ltd/FI | 3 | 2 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
TOBAM | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2022 | 4 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.28% | 0.33% | 0.38% | Q4 2013 | Q3 2014 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
MONECO Advisors, LLC | 4 | 4 | 1.22% | 1.29% | 1.33% | Q1 2019 | Q4 2019 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.19% | 0.45% | 0.56% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Nikko Asset Management Americas, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Energy Income Partners, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2014 | 4 |
Mutual Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
CITY NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
Airain ltd | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q2 2017 | 4 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.19% | 0.25% | 0.27% | Q4 2013 | Q3 2014 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Manchester Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2021 | 4 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.14% | 0.22% | 0.28% | Q1 2016 | Q3 2017 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.04% | 0.17% | 0.24% | Q4 2021 | Q4 2022 | 4 |
LAZARD ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.64% | 1.26% | 1.82% | Q3 2014 | Q2 2015 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q4 2022 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
TVR Capital Management LP | 3 | 1 | 0.26% | 0.36% | 0.44% | Q3 2017 | Q3 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Franklin Square Holdings, L.P. | 4 | 4 | 0.66% | 1.97% | 3.38% | Q4 2017 | Q3 2018 | 4 |
Zimmer Partners, LP | 2 | 1 | 0.03% | 0.08% | 0.22% | Q1 2020 | Q2 2021 | 4 |
GARRISON BRADFORD & ASSOCIATES INC | 4 | 4 | 0.18% | 0.21% | 0.23% | Q1 2014 | Q4 2014 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 4 |
Carroll Financial Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ClariVest Asset Management LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q1 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 1.93% | 2.18% | 2.53% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.17% | 0.20% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Richard Bernstein Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRING TURNER CAPITAL GROUP INC | 4 | 4 | 0.46% | 0.48% | 0.50% | Q4 2013 | Q3 2014 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
Torch Wealth Management LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q1 2022 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Titus Wealth Management | 2 | 1 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 3 |
Squar Milner Financial Services LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
SCHOLTZ & COMPANY, LLC | 3 | 3 | 0.27% | 0.35% | 0.38% | Q1 2014 | Q3 2014 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Cetera Investment Advisers | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cetera Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.11% | 0.23% | Q3 2021 | Q3 2022 | 3 |
Bridgewealth Advisory Group, LLC | 3 | 3 | 0.33% | 0.38% | 0.43% | Q4 2022 | Q2 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.54% | 0.56% | 0.58% | Q2 2019 | Q4 2019 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.09% | 0.15% | 0.21% | Q2 2022 | Q1 2023 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 3 |
Intercontinental Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q3 2023 | 3 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q2 2023 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.14% | 0.15% | 0.16% | Q1 2018 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Unigestion Holding SA | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 3 |
3G Capital Partners | 2 | 1 | 0.57% | 1.01% | 1.62% | Q2 2013 | Q1 2015 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Townsend & Associates, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Wealth Quarterback LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
CINCINNATI INSURANCE CO | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 3 |
First Personal Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Premier Fund Managers Ltd | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2020 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.58% | 1.98% | 2.48% | Q3 2019 | Q1 2020 | 3 |
ANALYTIC INVESTORS, LLC | 2 | 1 | 0.10% | 0.15% | 0.20% | Q4 2013 | Q3 2014 | 3 |
National Pension Service | 2 | 1 | 0.07% | 0.10% | 0.11% | Q4 2016 | Q1 2020 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Pflug Koory, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
OneDigital Investment Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 3 |
Watermark Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.11% | 0.27% | Q2 2021 | Q2 2022 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Brookstone Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Plante Moran Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 3 |
Utah Retirement Systems | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2019 | 3 |
Holocene Advisors, LP | 3 | 3 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q1 2021 | 3 |
Lenox Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2020 | 2 |
Antonetti Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
SWS Partners | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2013 | Q1 2014 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.48% | 0.49% | 0.51% | Q1 2018 | Q2 2018 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.09% | 0.10% | 0.12% | Q2 2018 | Q4 2018 | 2 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Salient Private Client, LLC | 2 | 2 | 0.08% | 0.14% | 0.19% | Q1 2018 | Q2 2018 | 2 |
GHP Investment Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2020 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 1.76% | 1.78% | 1.80% | Q1 2012 | Q2 2013 | 2 |
AlphaOne Investment Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KCM INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q4 2013 | 2 |
AHL Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.19% | 0.38% | Q3 2015 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.46% | 0.59% | 0.71% | Q2 2023 | Q3 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Stonehage Fleming (UK) Ltd | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q4 2015 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2015 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2018 | Q4 2018 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.06% | 0.17% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Avestar Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CPWM, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q4 2019 | 2 |
Fusion Family Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.20% | 0.26% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TFG Asset Management GP Ltd | 2 | 2 | 0.20% | 0.31% | 0.42% | Q3 2018 | Q4 2018 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.06% | 0.38% | 0.70% | Q2 2013 | Q3 2013 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q1 2021 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Gardiner Nancy B | 1 | 1 | 0.69% | 0.85% | 1.02% | Q4 2015 | Q3 2016 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.54% | 0.71% | 0.88% | Q1 2016 | Q3 2016 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 3.43% | 3.53% | 3.63% | Q1 2023 | Q2 2023 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.05% | 0.19% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 2 |
ISTHMUS PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.20% | 0.25% | 0.31% | Q3 2019 | Q4 2019 | 2 |
First Heartland Consultants, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
ACG Wealth | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
TradeLink Capital LLC | 1 | 1 | 10.91% | 10.91% | 10.91% | Q3 2017 | Q3 2017 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
AIA Investment Management Private Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2021 | Q2 2021 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2020 | Q3 2020 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Signition LP | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2019 | Q4 2019 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2014 | Q2 2014 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2017 | Q3 2017 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Partners Group Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SEEYOND | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2014 | Q4 2014 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2013 | Q3 2013 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Passport Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Quadrature Capital LLP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2014 | Q4 2014 | 1 |
Nair Vinay | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
Partnervest Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Parkwood LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2014 | Q4 2014 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FORTE CAPITAL LLC /ADV | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2014 | Q3 2014 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Walter Public Investments Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TRADITION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2014 | Q2 2014 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Thornmark Asset Management Inc. | 1 | 1 | 2.37% | 2.37% | 2.37% | Q2 2013 | Q2 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2012 | Q3 2012 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Perpetual Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Dakota Community Bank & Trust NA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wood Investment Counsel LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
BLAIR WILLIAM & CO/IL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2020 | Q2 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Realta Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
External links
This page lists all the filers that currently own PEMBINA PIPELINE CORP or have owned PEMBINA PIPELINE CORP in the past.