Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 111 |
Citadel Advisors | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 79 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 45 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2018 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 25 | 4 | 0.00% | 0.03% | 0.61% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 23 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
BlackRock Inc. | 40 | 40 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO OF NEVADA INC | 40 | 40 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 40 |
NORGES BANK | 40 | 40 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q4 2022 | 40 |
JPMORGAN CHASE & CO | 24 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
PRINCIPAL FINANCIAL GROUP INC | 27 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 20 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
RAYMOND JAMES & ASSOCIATES | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
SHELL ASSET MANAGEMENT CO | 20 | 17 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 37 |
LSV ASSET MANAGEMENT | 37 | 37 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q2 2022 | 37 |
PNC FINANCIAL SERVICES GROUP, INC. | 23 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2022 | 36 |
Allianz Asset Management GmbH | 27 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
FIRST TRUST ADVISORS LP | 19 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 35 |
WEDBUSH SECURITIES INC | 33 | 2 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q3 2023 | 35 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 34 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 34 |
NISA INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 34 |
PEAK6 Investments LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 34 |
PRICE T ROWE ASSOCIATES INC /MD/ | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Greenwich Investment Management, Inc. | 21 | 5 | 0.44% | 6.58% | 13.88% | Q4 2013 | Q2 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 29 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 33 |
FMR LLC | 17 | 16 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 33 |
Edge Wealth Management LLC | 33 | 33 | 0.00% | 0.27% | 1.09% | Q2 2013 | Q2 2021 | 33 |
BANK OF MONTREAL /CAN/ | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2021 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
Smith, Graham & Co., Investment Advisors, LP | 31 | 31 | 0.52% | 0.69% | 0.92% | Q1 2016 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 28 | 2 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q1 2023 | 30 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 29 | 29 | 0.00% | 0.13% | 0.37% | Q2 2015 | Q2 2022 | 29 |
SEI INVESTMENTS CO | 15 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 28 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2018 | 28 |
AQR Capital Management | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 28 |
Smithfield Trust Co | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Whitnell & Co. | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
LPL Financial LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 27 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Squarepoint Ops LLC | 11 | 1 | 0.00% | 0.01% | 0.14% | Q3 2015 | Q3 2023 | 26 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 25 |
COMERICA BANK | 20 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 25 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 25 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Cambridge Investment Research Advisors, Inc. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q1 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
THORNBURG INVESTMENT MANAGEMENT INC | 23 | 23 | 0.07% | 0.29% | 0.43% | Q2 2015 | Q4 2020 | 23 |
TEXAS PERMANENT SCHOOL FUND CORP | 23 | 23 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Louisiana State Employees Retirement System | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
State of Alaska, Department of Revenue | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
State of Tennessee, Treasury Department | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
TWO SIGMA INVESTMENTS, LP | 11 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2020 | 23 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 23 | 23 | 0.01% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 23 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 23 |
Arizona State Retirement System | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 23 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Sonora Investment Management, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2021 | 23 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
ClariVest Asset Management LLC | 18 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2020 | 22 |
Cutler Group LLC / CA | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2021 | 22 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 22 |
FIFTH THIRD BANCORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.03% | 0.13% | 0.30% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 14 | 8 | 0.00% | 0.11% | 0.39% | Q3 2012 | Q3 2020 | 22 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 17 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 22 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 21 |
D. E. Shaw & Co., Inc. | 7 | 5 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 21 |
TWO SIGMA ADVISERS, LP | 8 | 2 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2021 | 21 |
Aperio Group, LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2020 | 21 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2021 | 21 |
Versant Capital Management, Inc | 12 | 9 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2023 | 21 |
Global X Management CO LLC | 21 | 21 | 0.09% | 0.52% | 0.88% | Q2 2013 | Q2 2018 | 21 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 20 |
Parkside Financial Bank & Trust | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 20 |
West Family Investments, Inc. | 20 | 20 | 0.08% | 0.14% | 0.20% | Q3 2015 | Q2 2020 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.12% | 0.19% | 0.23% | Q1 2019 | Q3 2023 | 19 |
Caption Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.29% | Q1 2020 | Q4 2022 | 19 |
WINTON GROUP Ltd | 19 | 19 | 0.01% | 0.08% | 0.34% | Q3 2018 | Q1 2023 | 19 |
FEDERATED HERMES, INC. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 19 |
Cipher Capital LP | 10 | 1 | 0.02% | 0.16% | 0.52% | Q2 2013 | Q3 2019 | 19 |
HBK INVESTMENTS L P | 9 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 19 |
CLOUGH CAPITAL PARTNERS L P | 17 | 2 | 0.27% | 0.84% | 1.90% | Q3 2013 | Q4 2019 | 19 |
Catalyst Capital Advisors LLC | 14 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 19 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 19 | 19 | 0.02% | 0.12% | 0.18% | Q2 2013 | Q4 2017 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q3 2022 | 19 |
Quantbot Technologies LP | 6 | 1 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q4 2021 | 19 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
EVERENCE CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
AMERICAN CENTURY COMPANIES INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2021 | 18 |
PANAGORA ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 18 |
Janney Capital Management LLC | 18 | 18 | 0.00% | 0.65% | 0.97% | Q2 2013 | Q3 2017 | 18 |
Mirae Asset Global Investments Co., Ltd. | 11 | 7 | 0.02% | 0.10% | 0.26% | Q3 2018 | Q3 2023 | 18 |
EATON VANCE MANAGEMENT | 13 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 18 |
REGIONS FINANCIAL CORP | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 17 |
MEEDER ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2017 | Q3 2022 | 17 |
OPPENHEIMER & CO INC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 17 |
Nationwide Fund Advisors | 11 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 17 |
QS Investors, LLC | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q4 2018 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 17 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 17 | 17 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Penserra Capital Management LLC | 9 | 8 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 17 |
COMMONWEALTH EQUITY SERVICES, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 16 |
NumerixS Investment Technologies Inc | 6 | 2 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q1 2020 | 16 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 5 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q2 2019 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 16 |
DELPHI FINANCIAL GROUP, INC. | 16 | 16 | 4.24% | 12.41% | 16.36% | Q4 2013 | Q3 2017 | 16 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
American Portfolios Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cranbrook Wealth Management, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q2 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Sterling Capital Management LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
AMALGAMATED BANK | 10 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
HSBC HOLDINGS PLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2021 | 14 |
Crossmark Global Holdings, Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 14 |
Spot Trading L.L.C | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2016 | 14 |
ATTICUS WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Financial Architects, Inc | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 13 |
Fusion Family Wealth LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
NATIXIS ADVISORS, L.P. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.04% | 0.11% | 0.20% | Q3 2020 | Q3 2023 | 13 |
BESSEMER GROUP INC | 11 | 2 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 13 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 13 | 13 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q2 2019 | 13 |
FIRST MERCANTILE TRUST CO | 13 | 13 | 0.05% | 0.07% | 0.11% | Q3 2013 | Q3 2016 | 13 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ellevest, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
CIBC Asset Management Inc | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 12 |
MACKENZIE FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 12 |
WESTPORT RESOURCES MANAGEMENT INC | 8 | 8 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q1 2015 | 12 |
BlackRock Japan Co. Ltd | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2016 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Old West Investment Management, LLC | 12 | 12 | 0.21% | 0.35% | 0.69% | Q2 2013 | Q1 2016 | 12 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 12 |
MASON STREET ADVISORS, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2020 | 12 |
Rockefeller Capital Management L.P. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 12 |
MARATHON ASSET MANAGEMENT LP | 11 | 11 | 0.14% | 0.40% | 0.96% | Q2 2013 | Q4 2015 | 11 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
AlphaCrest Capital Management LLC | 9 | 2 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2022 | 11 |
Omega Advisors Inc. | 11 | 11 | 0.02% | 0.40% | 1.01% | Q3 2014 | Q1 2017 | 11 |
Baird Financial Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 11 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2021 | 11 |
State of New Jersey Common Pension Fund D | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 11 |
TORONTO DOMINION BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2015 | 11 |
KBC Group NV | 6 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 11 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.05% | 0.28% | 0.95% | Q2 2014 | Q4 2020 | 11 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 11 |
DC Investments Management, LLC | 11 | 11 | 0.11% | 0.34% | 0.47% | Q4 2017 | Q2 2020 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Stratos Wealth Partners, LTD. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 11 |
PIEDMONT INVESTMENT ADVISORS INC | 6 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 11 |
MSI Financial Services Inc | 8 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2016 | 11 |
Private Capital Group, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 11 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 10 | 10 | 1.11% | 5.45% | 11.59% | Q2 2013 | Q3 2015 | 11 |
Ironsides Asset Advisors, LLC | 11 | 11 | 0.13% | 0.40% | 0.68% | Q2 2014 | Q4 2016 | 11 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 11 |
Senvest Management, LLC | 5 | 3 | 0.05% | 1.35% | 4.17% | Q2 2013 | Q3 2020 | 11 |
AXA S.A. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MILLER VALUE PARTNERS, LLC | 10 | 10 | 0.03% | 0.07% | 0.10% | Q1 2014 | Q2 2016 | 10 |
Kazazian Asset Management, LLC | 10 | 10 | 0.53% | 2.02% | 3.24% | Q3 2015 | Q4 2017 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 10 |
Family Management Corp | 10 | 10 | 0.06% | 0.17% | 0.31% | Q2 2020 | Q3 2022 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Veritable, L.P. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2015 | 10 |
CHICAGO EQUITY PARTNERS LLC | 7 | 1 | 0.01% | 0.07% | 0.12% | Q4 2016 | Q1 2020 | 10 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2022 | 10 |
First Heartland Consultants, Inc. | 6 | 4 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q4 2015 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Key Colony Management, LLC | 10 | 10 | 1.95% | 2.67% | 4.48% | Q2 2013 | Q3 2015 | 10 |
HRT FINANCIAL LP | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 10 |
Cetera Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 3 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q3 2020 | 10 |
LS Investment Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
WealthTrust-Arizona, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2021 | 9 |
DUBUQUE BANK & TRUST CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q1 2020 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q4 2019 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 9 |
ING GROEP NV | 4 | 2 | 0.00% | 0.03% | 0.08% | Q1 2014 | Q2 2023 | 9 |
DELTA ASSET MANAGEMENT LLC/TN | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Amundi | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 9 |
Peregrine Asset Advisers, Inc. | 9 | 9 | 0.28% | 0.44% | 0.67% | Q1 2013 | Q1 2015 | 9 |
PROFUND ADVISORS LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2022 | 9 |
Ranger International Management, LP | 9 | 9 | 2.78% | 4.57% | 7.12% | Q2 2013 | Q2 2015 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 9 |
Ahrens Investment Partners LLC | 5 | 1 | 0.01% | 0.06% | 0.12% | Q3 2019 | Q1 2023 | 9 |
SUNTRUST BANKS INC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
Transamerica Financial Advisors, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2016 | 9 |
FLAGSHIP HARBOR ADVISORS, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Claybrook Capital, LLC | 9 | 9 | 0.16% | 0.26% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 6 | 1 | 0.09% | 0.30% | 0.69% | Q2 2017 | Q2 2023 | 9 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 9 | 9 | 0.02% | 0.10% | 0.20% | Q4 2013 | Q4 2015 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Municipal Employees' Retirement System of Michigan | 6 | 2 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.07% | 0.15% | 0.22% | Q4 2015 | Q2 2019 | 8 |
RS INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.10% | 0.14% | 0.22% | Q2 2014 | Q1 2016 | 8 |
NEW GENERATION ADVISORS, LLC | 8 | 8 | 0.44% | 2.89% | 4.03% | Q2 2012 | Q1 2014 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
ARGI Investment Services, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q3 2015 | 8 |
PineBridge Investments, L.P. | 8 | 8 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q4 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
CTC Alternative Strategies, Ltd. | 8 | 8 | 0.07% | 0.29% | 0.57% | Q2 2013 | Q1 2015 | 8 |
PEOPLES FINANCIAL SERVICES CORP. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 8 |
Navis Wealth Advisors, LLC | 8 | 8 | 0.22% | 0.25% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Kaizen Financial Strategies | 6 | 2 | 0.18% | 0.27% | 0.34% | Q4 2020 | Q4 2022 | 8 |
MACKAY SHIELDS LLC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 8 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 8 |
Powell Investment Advisors, LLC | 6 | 1 | 0.09% | 0.13% | 0.24% | Q4 2019 | Q1 2022 | 8 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.03% | 0.86% | 1.92% | Q3 2020 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 8 |
KENNEDY CAPITAL MANAGEMENT LLC | 8 | 8 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q2 2021 | 8 |
ASSETMARK, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 8 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 8 |
EnTrustPermal Management LLC | 8 | 8 | 1.10% | 1.41% | 1.94% | Q4 2015 | Q3 2017 | 8 |
Ulysses Management LLC | 8 | 8 | 0.14% | 0.21% | 0.31% | Q3 2013 | Q2 2015 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2018 | 8 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q2 2023 | 7 |
Samalin Investment Counsel, LLC | 6 | 1 | 0.03% | 0.13% | 0.19% | Q4 2019 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2016 | 7 |
&PARTNERS | 6 | 1 | 0.25% | 0.41% | 0.54% | Q4 2018 | Q2 2021 | 7 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.08% | 0.19% | 0.32% | Q2 2013 | Q4 2015 | 7 |
PRIVATE TRUST CO NA | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2014 | 7 |
EnTrust Global Partners Offshore LP | 7 | 7 | 0.81% | 1.08% | 1.43% | Q4 2017 | Q2 2019 | 7 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Cortina Asset Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q1 2015 | 7 |
NOMURA HOLDINGS INC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q3 2020 | Q1 2022 | 7 |
OBERWEIS ASSET MANAGEMENT INC/ | 7 | 7 | 0.12% | 1.01% | 1.85% | Q2 2013 | Q4 2014 | 7 |
ANALYTIC INVESTORS, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2016 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 7 |
EverSource Wealth Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HAP Trading, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 7 |
Monarch Partners Asset Management LLC | 7 | 7 | 0.26% | 0.47% | 0.85% | Q3 2013 | Q1 2015 | 7 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q4 2022 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 7 |
Concorde Asset Management, LLC | 5 | 2 | 0.17% | 0.50% | 1.26% | Q3 2019 | Q1 2022 | 7 |
Yorktown Management & Research Co Inc | 6 | 1 | 0.39% | 1.44% | 3.77% | Q3 2015 | Q2 2019 | 7 |
Wills Financial Group, Inc. | 7 | 7 | 0.48% | 0.70% | 0.92% | Q4 2013 | Q2 2015 | 7 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2020 | 7 |
Engineers Gate Manager LP | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.05% | 0.09% | Q1 2021 | Q2 2022 | 6 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Geneos Wealth Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.20% | 1.10% | Q1 2018 | Q4 2019 | 6 |
Pine River Capital Management L.P. | 4 | 2 | 0.15% | 0.23% | 0.39% | Q3 2013 | Q2 2015 | 6 |
Corient Capital Partners, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2019 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 6 |
Jump Financial, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q2 2022 | 6 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 6 |
EJF Capital LLC | 5 | 1 | 0.45% | 2.34% | 4.98% | Q2 2014 | Q2 2020 | 6 |
A.R.T. Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2019 | 6 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 6 |
Apollon Wealth Management, LLC | 5 | 1 | 0.08% | 0.13% | 0.17% | Q3 2020 | Q1 2022 | 6 |
LOOMIS SAYLES & CO L P | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Quantitative Systematic Strategies LLC | 3 | 3 | 0.05% | 0.23% | 0.45% | Q4 2015 | Q3 2019 | 6 |
SANDLER CAPITAL MANAGEMENT | 6 | 6 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
Ranger Global Real Estate Advisors, LLC | 6 | 6 | 0.67% | 0.86% | 1.03% | Q4 2016 | Q1 2018 | 6 |
Seawolf Capital, LLC | 3 | 1 | 0.92% | 2.63% | 4.35% | Q2 2013 | Q4 2016 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Freedom Investment Management, Inc. | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2018 | 6 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 6 |
First Western Capital Management Co | 6 | 6 | 0.06% | 0.10% | 0.13% | Q4 2013 | Q1 2015 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.02% | 0.02% | 0.04% | Q3 2015 | Q1 2019 | 6 |
Level Financial Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2023 | 6 |
CURIAN CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Hillsdale Investment Management Inc. | 5 | 1 | 0.01% | 0.06% | 0.08% | Q4 2015 | Q3 2019 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2023 | 6 |
Smith Affiliated Capital Corp. | 3 | 2 | 0.01% | 0.15% | 0.26% | Q1 2013 | Q4 2014 | 5 |
Wealthspire Advisors, L.P. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
JACOBS ASSET MANAGEMENT, LLC | 4 | 1 | 0.42% | 3.90% | 5.77% | Q2 2013 | Q2 2020 | 5 |
CANYON CAPITAL ADVISORS LLC | 5 | 5 | 0.14% | 0.53% | 0.84% | Q3 2013 | Q3 2014 | 5 |
Quinn Opportunity Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.05% | 0.19% | Q2 2017 | Q3 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 5 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 5 | 5 | 0.06% | 0.21% | 0.34% | Q3 2019 | Q3 2020 | 5 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.09% | 0.11% | 0.12% | Q2 2013 | Q3 2014 | 5 |
ARES MANAGEMENT LLC | 5 | 5 | 0.02% | 0.13% | 0.24% | Q3 2016 | Q3 2017 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.08% | 0.20% | Q3 2019 | Q1 2023 | 5 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2022 | 5 |
Elequin Capital, LP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2014 | Q1 2015 | 5 |
Lindbrook Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.24% | 0.28% | 0.32% | Q1 2021 | Q1 2022 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
COOPERMAN LEON G | 5 | 5 | 0.07% | 0.65% | 0.83% | Q2 2013 | Q2 2014 | 5 |
RMB Capital Management, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 5 |
WASATCH ADVISORS LP | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q3 2016 | 5 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q2 2018 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
Interval Partners, LP | 5 | 5 | 0.12% | 0.18% | 0.24% | Q2 2015 | Q2 2016 | 5 |
Rosenberg Matthew Hamilton | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ZACKS INVESTMENT MANAGEMENT | 3 | 2 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q4 2019 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
JUPITER ASSET MANAGEMENT LTD | 4 | 1 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.05% | 0.10% | Q1 2019 | Q1 2020 | 5 |
Wealthcare Advisory Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
HUNTINGTON NATIONAL BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Long Pond Capital | 3 | 2 | 0.02% | 1.66% | 2.67% | Q2 2013 | Q4 2015 | 5 |
Freestone Capital Holdings, LLC | 4 | 1 | 0.47% | 0.66% | 1.20% | Q2 2013 | Q3 2014 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
Allen Investment Management, LLC | 4 | 4 | 0.02% | 0.05% | 0.07% | Q2 2014 | Q1 2015 | 4 |
DEERE & CO | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2016 | 4 |
BNP Paribas Asset Management Holding S.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
WOODSTOCK CORP | 4 | 4 | 0.13% | 0.21% | 0.28% | Q2 2013 | Q1 2014 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2022 | 4 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.03% | 0.17% | 0.25% | Q2 2013 | Q1 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2020 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.31% | 0.39% | 0.45% | Q4 2021 | Q3 2022 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Magnetar Financial LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CERTUITY, LLC | 4 | 4 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q1 2022 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 4 |
Caprock Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.12% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2016 | Q1 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
AE Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Graham Capital Management, L.P. | 3 | 1 | 0.04% | 0.11% | 0.16% | Q1 2020 | Q1 2023 | 4 |
GRATIA CAPITAL, LLC | 3 | 1 | 0.97% | 2.59% | 4.21% | Q4 2013 | Q3 2015 | 4 |
Sound Income Strategies, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Hayman Capital | 4 | 4 | 5.47% | 10.55% | 19.84% | Q3 2013 | Q2 2014 | 4 |
STEPHENS INC /AR/ | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 4 |
TD ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
Meadow Creek Investment Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 4 |
Elkfork Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
Pergamon Offshore Advisors, L.P. | 4 | 4 | 0.92% | 1.65% | 2.21% | Q4 2014 | Q3 2015 | 4 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 4 |
GRS Advisors, LLC | 4 | 4 | 0.80% | 1.11% | 1.27% | Q2 2013 | Q1 2014 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q2 2021 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.16% | 0.20% | 0.23% | Q2 2019 | Q1 2020 | 4 |
Laurion Capital Management LP | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2019 | 4 |
6 Meridian | 4 | 4 | 0.07% | 0.08% | 0.08% | Q3 2018 | Q2 2019 | 4 |
Cetera Investment Advisers | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Vestcor Inc | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2022 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Princeton Alpha Management LP | 2 | 2 | 0.06% | 0.08% | 0.11% | Q4 2014 | Q2 2016 | 4 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.04% | 0.59% | 1.42% | Q2 2020 | Q4 2020 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 4 |
Vident Investment Advisory, LLC | 4 | 4 | 0.06% | 0.12% | 0.21% | Q4 2014 | Q3 2015 | 4 |
FineMark National Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 4 |
Glen Harbor Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Capital Square, LLC | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q3 2022 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2020 | 4 |
Newbridge Financial Services Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Tyers Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
GAM Holding AG | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
ALPHASIMPLEX GROUP, LLC | 2 | 2 | 0.17% | 0.24% | 0.39% | Q1 2019 | Q1 2020 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.07% | 0.21% | 0.42% | Q4 2020 | Q2 2021 | 3 |
1776 Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2021 | 3 |
Merit Investment Management, LLC | 3 | 3 | 1.65% | 2.79% | 3.95% | Q2 2013 | Q4 2013 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
BLAIR WILLIAM & CO/IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 3 |
NATIONAL PLANNING CORP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 3 |
Ativo Capital Management LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q3 2013 | Q1 2014 | 3 |
Algebris Investments (UK) LLP | 1 | 1 | 0.32% | 0.54% | 0.66% | Q3 2013 | Q1 2017 | 3 |
Summit Global Investments | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2018 | Q2 2019 | 3 |
HENNESSY ADVISORS INC | 3 | 3 | 0.09% | 0.19% | 0.26% | Q2 2013 | Q4 2013 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlas Private Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Invictus RG | 2 | 1 | 0.02% | 0.13% | 0.32% | Q2 2017 | Q3 2018 | 3 |
U.S. Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
South Dakota Investment Council | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 3 |
Patriot Financial Group Insurance Agency, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 3 |
PDT Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q2 2015 | 3 |
Global Endowment Management, LP | 3 | 3 | 0.48% | 0.50% | 0.55% | Q1 2014 | Q3 2014 | 3 |
Integre Asset Management, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.47% | 0.56% | 0.60% | Q4 2021 | Q2 2022 | 3 |
Tahithromos, L.L.C. | 3 | 3 | 0.56% | 0.99% | 1.29% | Q4 2016 | Q2 2017 | 3 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.09% | 0.18% | 0.33% | Q2 2013 | Q4 2016 | 3 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 3 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 3 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2013 | 3 |
Arete Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q4 2013 | Q2 2014 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2023 | 3 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.06% | 0.12% | 0.24% | Q1 2014 | Q1 2020 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2017 | 3 |
State of Wyoming | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
BOSTON PROVIDENT, L.P. | 2 | 1 | 0.33% | 1.68% | 3.58% | Q3 2013 | Q3 2015 | 3 |
Scepter Holdings, Inc. | 3 | 3 | 0.99% | 1.54% | 2.02% | Q4 2013 | Q2 2014 | 3 |
EMG Holdings, L.P. | 2 | 1 | 0.04% | 0.10% | 0.13% | Q4 2022 | Q3 2023 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 3 | 3 | 0.10% | 0.11% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
SCOTIA CAPITAL INC. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q3 2013 | 3 |
First Horizon Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
EMC Capital Management | 2 | 2 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.10% | 0.16% | 0.23% | Q2 2016 | Q3 2017 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2013 | Q3 2013 | 2 |
MENDON CAPITAL ADVISORS CORP | 2 | 2 | 0.44% | 1.17% | 1.89% | Q3 2013 | Q4 2013 | 2 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q2 2016 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 2 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q4 2019 | 2 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q3 2017 | Q3 2022 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q3 2018 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.22% | 0.43% | Q2 2013 | Q3 2013 | 2 |
Zebra Capital Management LLC | 2 | 2 | 0.20% | 0.33% | 0.45% | Q1 2019 | Q2 2019 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
OCO Capital Partners, L.P. | 2 | 2 | 3.94% | 4.90% | 5.85% | Q1 2020 | Q2 2020 | 2 |
NTB Financial Corp | 2 | 2 | 0.15% | 0.16% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Nair Vinay | 2 | 2 | 0.15% | 0.24% | 0.34% | Q1 2015 | Q2 2015 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.09% | 0.12% | 0.16% | Q3 2019 | Q2 2020 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.10% | 0.16% | 0.22% | Q1 2014 | Q3 2014 | 2 |
ALPHA WINDWARD LLC | 1 | 1 | 0.29% | 0.31% | 0.33% | Q4 2014 | Q1 2019 | 2 |
Corient Private Wealth LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Coe Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q1 2015 | 2 |
Capula Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Pacer Advisors, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
OMERS ADMINISTRATION Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q4 2018 | 2 |
Orinda Asset Management LLC | 1 | 1 | 0.21% | 1.01% | 1.80% | Q4 2017 | Q4 2019 | 2 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2022 | 2 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
MAS Advisors LLC | 2 | 2 | 0.26% | 0.47% | 0.68% | Q4 2021 | Q1 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Operose Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Algebris (UK) Ltd | 1 | 1 | 0.54% | 0.73% | 0.92% | Q1 2018 | Q4 2018 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q4 2015 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Hudson Bay Capital Management LP | 2 | 2 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2020 | 2 |
SILVER CAPITAL MANAGEMENT LLC | 2 | 2 | 3.42% | 3.56% | 3.71% | Q4 2013 | Q1 2014 | 2 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.10% | 0.19% | Q1 2020 | Q3 2020 | 2 |
WFG Advisors, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.05% | 0.30% | 0.56% | Q2 2013 | Q3 2013 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2019 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.03% | 0.81% | 1.58% | Q4 2019 | Q2 2021 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2020 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.04% | 0.16% | 0.28% | Q3 2016 | Q4 2017 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ASCEND CAPITAL, LLC | 2 | 2 | 0.18% | 0.22% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Moors & Cabot, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2017 | 2 |
Asset Dedication, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
Sapience Investments, LLC | 2 | 2 | 1.46% | 1.52% | 1.59% | Q4 2016 | Q1 2017 | 2 |
EVOKE WEALTH, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CLINTON GROUP INC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q3 2016 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 2 | 0.34% | 0.34% | 0.35% | Q2 2017 | Q3 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.03% | 0.11% | 0.20% | Q2 2019 | Q3 2019 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2014 | Q2 2014 | 1 |
Alexandria Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LDR Capital Management LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2019 | Q4 2019 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
PROFESSIONAL PLANNING | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SG Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
BlueMar Capital Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2019 | Q1 2019 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
AXS Investments LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
DENALI ADVISORS LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Regal Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WESCAP Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
KMS FINANCIAL SERVICES, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Parkwood LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Mariner, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PARA ADVISORS LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q2 2013 | Q2 2013 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Almitas Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Pinnacle Summer Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Integrated Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Oak Thistle LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q3 2016 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2015 | Q2 2015 | 1 |
XTX Topco Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Deer Park Road Corp | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Tortoise Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Jenkins Wealth | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Kepos Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, 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 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2015 | Q2 2015 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
Cedar Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Kemnay Advisory Services Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2017 | Q2 2017 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Zelman Capital LLC | 1 | 1 | 4.13% | 4.13% | 4.13% | Q4 2014 | Q4 2014 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Beach Point Capital Management LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2017 | Q2 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2015 | Q2 2015 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2016 | Q3 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own PENNYMAC MTG INVT TR or have owned PENNYMAC MTG INVT TR in the past.