Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.22% | Q1 2012 | Q3 2023 | 138 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 123 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 121 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 116 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 111 |
Parallax Volatility Advisers, L.P. | 35 | 1 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 105 |
HAP Trading, LLC | 29 | 11 | 0.00% | 0.05% | 0.46% | Q2 2013 | Q3 2023 | 103 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2023 | 102 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 101 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q3 2023 | 98 |
Citadel Advisors | 29 | 11 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 97 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.23% | Q4 2015 | Q3 2023 | 92 |
WOLVERINE TRADING, LLC | 23 | 5 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 81 |
MILLENNIUM MANAGEMENT LLC | 30 | 9 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 79 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 77 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.10% | 0.94% | Q1 2012 | Q3 2023 | 77 |
Jefferies Group LLC | 19 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2022 | 76 |
TWO SIGMA INVESTMENTS, LP | 27 | 1 | 0.00% | 0.04% | 0.55% | Q4 2013 | Q3 2023 | 74 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.03% | 0.12% | Q4 2012 | Q3 2023 | 69 |
CAPITAL FUND MANAGEMENT S.A. | 15 | 1 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2023 | 66 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 65 |
Bluefin Trading, LLC | 25 | 1 | 0.00% | 0.06% | 0.35% | Q2 2013 | Q2 2020 | 64 |
WOLVERINE ASSET MANAGEMENT LLC | 23 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 61 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.05% | 0.38% | Q3 2018 | Q3 2023 | 57 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.00% | 0.45% | 4.06% | Q4 2008 | Q3 2023 | 57 |
BANK OF MONTREAL /CAN/ | 30 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 56 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q2 2018 | 55 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.12% | Q3 2013 | Q3 2023 | 51 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q1 2018 | 49 |
Creative Planning | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 46 |
GAM Holding AG | 18 | 15 | 0.00% | 0.12% | 1.06% | Q2 2013 | Q3 2021 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.01% | 0.11% | 0.31% | Q2 2013 | Q1 2017 | 44 |
USS Investment Management Ltd | 44 | 44 | 0.10% | 0.27% | 0.83% | Q4 2012 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 40 | 40 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.05% | 0.20% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.11% | 0.48% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CREDIT AGRICOLE S A | 42 | 42 | 0.00% | 0.08% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Cubist Systematic Strategies, LLC | 19 | 2 | 0.01% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.24% | 0.76% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.12% | 0.50% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 42 | 42 | 0.00% | 0.22% | 0.59% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 23 | 9 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 41 |
Laurion Capital Management LP | 16 | 1 | 0.00% | 0.06% | 0.30% | Q4 2016 | Q3 2023 | 41 |
FIRST TRUST ADVISORS LP | 27 | 14 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Invesco Ltd. | 40 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
DekaBank Deutsche Girozentrale | 41 | 41 | 0.00% | 0.01% | 0.09% | Q3 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 31 | 10 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
CoreCommodity Management, LLC | 24 | 16 | 0.02% | 0.37% | 1.18% | Q3 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.04% | 0.23% | 0.80% | Q4 2013 | Q3 2023 | 40 |
UBS ASSET MANAGEMENT AMERICAS INC | 24 | 16 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 40 |
FMR LLC | 30 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.00% | 0.11% | 0.68% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 24 | 6 | 0.00% | 0.10% | 0.64% | Q2 2013 | Q3 2023 | 40 |
Citizens Business Bank | 40 | 40 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2022 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 22 | 17 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 39 |
HUNTINGTON NATIONAL BANK | 20 | 7 | 0.00% | 0.00% | 0.02% | Q1 2009 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Nikko Asset Management Americas, Inc. | 38 | 38 | 0.00% | 0.32% | 1.11% | Q2 2013 | Q3 2022 | 38 |
EXANE DERIVATIVES | 15 | 4 | 0.00% | 0.21% | 0.95% | Q4 2014 | Q1 2022 | 38 |
CLEAR STREET MARKETS LLC | 10 | 1 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 12 | 8 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 38 |
LPL Financial LLC | 26 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 38 |
GOULD ASSET MANAGEMENT LLC /CA/ | 37 | 37 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2022 | 37 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 37 |
LAZARD ASSET MANAGEMENT LLC | 14 | 11 | 0.00% | 0.12% | 0.53% | Q2 2013 | Q3 2023 | 37 |
STRS OHIO | 26 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Bank of New York Mellon Corp | 20 | 1 | 0.00% | 0.01% | 0.08% | Q3 2012 | Q3 2023 | 37 |
Capital World Investors | 35 | 1 | 0.00% | 0.12% | 0.38% | Q2 2013 | Q3 2022 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 36 |
PANAGORA ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 13 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Checchi Capital Advisers, LLC | 35 | 35 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 8 | 1 | 0.00% | 0.02% | 0.11% | Q4 2014 | Q2 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.03% | 0.18% | Q2 2015 | Q3 2023 | 34 |
OAKTREE CAPITAL MANAGEMENT LP | 15 | 2 | 0.03% | 0.74% | 1.51% | Q2 2012 | Q3 2023 | 34 |
WHITTIER TRUST CO | 27 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Renaissance Technologies | 21 | 1 | 0.01% | 0.23% | 0.69% | Q2 2013 | Q3 2023 | 34 |
APG Asset Management N.V. | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 34 |
FIFTH THIRD BANCORP | 27 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2023 | 33 |
AXA S.A. | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 33 |
NATIXIS | 17 | 3 | 0.00% | 0.09% | 0.74% | Q2 2013 | Q2 2023 | 33 |
BNP Paribas Asset Management Holding S.A. | 26 | 2 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2022 | 33 |
Candriam S.C.A. | 33 | 33 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 33 |
THOMAS WHITE INTERNATIONAL LTD | 24 | 9 | 0.00% | 0.56% | 1.50% | Q2 2013 | Q2 2023 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 26 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 32 |
ARGA Investment Management, LP | 13 | 1 | 0.44% | 5.46% | 12.50% | Q3 2012 | Q3 2023 | 32 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 12 | 2 | 0.00% | 0.05% | 0.39% | Q4 2011 | Q3 2023 | 32 |
Sumitomo Mitsui Trust Holdings, Inc. | 24 | 1 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 32 |
TWO SIGMA ADVISERS, LP | 28 | 1 | 0.00% | 0.10% | 0.39% | Q2 2014 | Q3 2023 | 32 |
State of New Jersey Common Pension Fund D | 17 | 5 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 32 |
IPG Investment Advisors LLC | 16 | 3 | 0.02% | 4.89% | 11.24% | Q4 2013 | Q3 2023 | 32 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 31 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2020 | 31 |
Baillie Gifford | 28 | 3 | 0.17% | 0.41% | 0.78% | Q2 2013 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
Gradient Investments LLC | 24 | 7 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
Cambridge Investment Research Advisors, Inc. | 22 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 31 |
XR Securities LLC | 13 | 6 | 0.00% | 0.02% | 0.11% | Q3 2018 | Q3 2023 | 31 |
BENNICAS & ASSOCIATES, INC. | 24 | 6 | 0.09% | 0.25% | 0.49% | Q4 2014 | Q4 2022 | 30 |
PineBridge Investments, L.P. | 29 | 1 | 0.04% | 0.12% | 0.26% | Q3 2014 | Q3 2023 | 30 |
Cedar Wealth Management, LLC | 19 | 11 | 0.01% | 0.13% | 0.44% | Q1 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 30 |
FIL Ltd | 16 | 1 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 23 | 7 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 30 |
Legal & General Group Plc | 22 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 30 |
MARSHALL WACE, LLP | 14 | 1 | 0.00% | 0.03% | 0.14% | Q3 2014 | Q3 2023 | 30 |
Itau Unibanco Holding S.A. | 15 | 14 | 0.00% | 2.70% | 7.07% | Q2 2016 | Q3 2023 | 30 |
Freedom Investment Management, Inc. | 12 | 1 | 0.01% | 0.04% | 0.16% | Q3 2014 | Q3 2023 | 29 |
Private Advisor Group, LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 29 |
Quantbot Technologies LP | 8 | 1 | 0.01% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 29 |
Point View Wealth Management, Inc. | 29 | 29 | 0.08% | 0.19% | 0.37% | Q4 2013 | Q4 2020 | 29 |
LS Investment Advisors, LLC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
Johnson Financial Group, Inc. | 26 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 17 | 12 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 29 |
SeaBridge Investment Advisors LLC | 25 | 4 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 29 |
Newfoundland Capital Management | 16 | 2 | 0.06% | 1.80% | 16.72% | Q1 2017 | Q3 2022 | 29 |
Cranbrook Wealth Management, LLC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 29 |
AGF INVESTMENTS INC. | 29 | 29 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2020 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.03% | 0.11% | 0.26% | Q2 2013 | Q1 2020 | 28 |
ACADIAN ASSET MANAGEMENT LLC | 15 | 2 | 0.00% | 0.13% | 0.46% | Q3 2013 | Q3 2023 | 28 |
World Asset Management Inc | 28 | 28 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2020 | 28 |
AlphaMark Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.03% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Bridgewater Associates | 28 | 28 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q1 2020 | 28 |
Advisory Services Network, LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
GFS Advisors, LLC | 28 | 28 | 0.01% | 0.48% | 1.33% | Q2 2013 | Q1 2020 | 28 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 27 | 27 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2019 | 27 |
D.A. DAVIDSON & CO. | 19 | 7 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 27 |
PRINCIPAL FINANCIAL GROUP INC | 20 | 7 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2022 | 27 |
RWC ASSET ADVISORS (US) LLC | 25 | 2 | 3.45% | 15.11% | 23.58% | Q2 2015 | Q3 2023 | 27 |
Winslow, Evans & Crocker, Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2020 | 27 |
Twin Tree Management, LP | 10 | 10 | 0.01% | 0.07% | 0.17% | Q4 2012 | Q1 2015 | 27 |
Advisors Asset Management, Inc. | 13 | 7 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
CMT Asset Management Ltd | 4 | 3 | 0.01% | 0.26% | 1.01% | Q2 2013 | Q3 2017 | 27 |
Banco Santander, S.A. | 26 | 26 | 0.00% | 0.11% | 0.42% | Q2 2017 | Q3 2023 | 26 |
GLENMEDE TRUST CO NA | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 26 |
STIFEL FINANCIAL CORP | 10 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 18 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 26 |
Fruth Investment Management | 26 | 26 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2019 | 26 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.06% | 0.30% | Q3 2020 | Q3 2023 | 26 |
INDUS CAPITAL PARTNERS, LLC | 8 | 1 | 0.44% | 1.40% | 2.21% | Q3 2013 | Q3 2022 | 26 |
NATIXIS ADVISORS, L.P. | 20 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.13% | 0.38% | Q3 2016 | Q3 2023 | 26 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 25 |
Geneos Wealth Management Inc. | 20 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 25 |
CENTRAL TRUST Co | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 25 |
RWC Asset Management LLP | 23 | 2 | 0.02% | 1.05% | 2.35% | Q4 2015 | Q3 2023 | 25 |
Pomelo Capital LLC | 12 | 12 | 0.01% | 0.21% | 1.38% | Q1 2015 | Q4 2017 | 25 |
AJO, LP | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2020 | 25 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 2 | 0.00% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 25 |
BP PLC | 18 | 7 | 0.04% | 0.32% | 0.90% | Q2 2013 | Q2 2021 | 25 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 1 | 0.00% | 0.05% | 0.20% | Q1 2013 | Q3 2023 | 24 |
Turim 21 Investimentos Ltda. | 14 | 10 | 0.03% | 2.46% | 17.81% | Q3 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 24 |
AXIOM INVESTORS LLC /DE | 18 | 1 | 0.07% | 1.52% | 3.36% | Q1 2014 | Q4 2020 | 24 |
NORGES BANK | 21 | 1 | 0.00% | 0.02% | 0.05% | Q2 2012 | Q2 2020 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 15 | 9 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 24 |
Capital International Investors | 9 | 1 | 0.00% | 0.06% | 0.48% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Lesa Sroufe & Co | 19 | 5 | 1.66% | 2.65% | 4.09% | Q3 2017 | Q3 2023 | 24 |
BARINGS LLC | 22 | 1 | 0.02% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 24 |
Formidable Asset Management, LLC | 14 | 1 | 0.00% | 0.20% | 0.86% | Q4 2013 | Q1 2021 | 23 |
SCOTIA CAPITAL INC. | 8 | 5 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2018 | 23 |
abrdn plc | 16 | 7 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 23 |
Capital Research Global Investors | 23 | 23 | 0.00% | 0.07% | 0.18% | Q2 2017 | Q4 2022 | 23 |
Quantitative Investment Management, LLC | 4 | 1 | 0.01% | 0.30% | 1.58% | Q2 2013 | Q2 2023 | 23 |
TCW GROUP INC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2022 | 23 |
SPX Gestao de Recursos Ltda | 5 | 1 | 0.00% | 2.40% | 10.96% | Q4 2012 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q1 2014 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 13 | 9 | 0.00% | 0.06% | 0.28% | Q4 2014 | Q3 2023 | 22 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2015 | Q3 2020 | 22 |
OPPENHEIMER & CO INC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2022 | 22 |
DELTEC ASSET MANAGEMENT LLC | 20 | 2 | 0.02% | 0.26% | 0.59% | Q4 2016 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 16 | 6 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 22 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 21 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2021 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Henry James International Management Inc. | 21 | 21 | 0.07% | 0.47% | 0.94% | Q3 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 21 |
CULLEN/FROST BANKERS, INC. | 19 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
J.Safra Asset Management Corp | 16 | 4 | 0.02% | 0.26% | 1.94% | Q1 2016 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2018 | 20 |
Qtron Investments LLC | 20 | 20 | 0.47% | 1.27% | 1.84% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
Ashmore Group plc | 8 | 1 | 0.04% | 9.06% | 32.78% | Q1 2013 | Q3 2021 | 20 |
Westwood Global Investments, LLC | 20 | 20 | 6.39% | 10.77% | 14.96% | Q2 2013 | Q1 2018 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 20 |
AMERICAN CENTURY COMPANIES INC | 16 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 20 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 20 |
Hosking Partners LLP | 20 | 20 | 0.25% | 0.49% | 0.70% | Q4 2017 | Q3 2022 | 20 |
Ionic Capital Management LLC | 5 | 2 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q2 2019 | 20 |
Caption Management, LLC | 7 | 3 | 0.00% | 0.49% | 0.79% | Q1 2018 | Q1 2023 | 20 |
Verition Fund Management LLC | 7 | 1 | 0.00% | 0.03% | 0.22% | Q2 2013 | Q3 2023 | 20 |
Founders Capital Management | 13 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q4 2023 | 20 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Connor, Clark & Lunn Investment Management Ltd. | 9 | 4 | 0.00% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 19 |
TCI Wealth Advisors, Inc. | 17 | 1 | 0.00% | 0.07% | 0.13% | Q3 2014 | Q3 2021 | 19 |
Jump Trading, LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q1 2019 | 19 |
Financial Gravity Asset Management, Inc. | 11 | 3 | 0.00% | 0.03% | 0.17% | Q1 2018 | Q3 2023 | 19 |
Trexquant Investment LP | 8 | 1 | 0.04% | 0.25% | 0.72% | Q2 2016 | Q3 2023 | 19 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 19 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.03% | 0.25% | Q4 2014 | Q1 2023 | 19 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 19 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 1 | 0.02% | 0.44% | 0.87% | Q4 2017 | Q3 2023 | 19 |
SEGALL BRYANT & HAMILL, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.19% | 0.70% | Q3 2016 | Q3 2023 | 19 |
Financial Architects, Inc | 15 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 19 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.06% | 0.19% | Q2 2019 | Q3 2023 | 18 |
Man Group plc | 11 | 2 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q3 2023 | 18 |
Private Capital Group, LLC | 12 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 18 |
CI INVESTMENTS INC. | 18 | 18 | 0.04% | 0.17% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Neuberger Berman Group LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2014 | 18 |
Alberta Investment Management Corp | 17 | 1 | 0.01% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 18 |
NORDEA INVESTMENT MANAGEMENT AB | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 18 |
COLONY GROUP LLC | 9 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2021 | 18 |
ADVISOR PARTNERS LLC | 18 | 18 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 18 |
First Eagle Investment Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 18 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2019 | 18 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.00% | 0.10% | 0.58% | Q2 2013 | Q1 2022 | 18 |
NumerixS Investment Technologies Inc | 8 | 3 | 0.02% | 0.25% | 0.91% | Q2 2015 | Q2 2020 | 18 |
Carroll Financial Associates, Inc. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2021 | 18 |
Capital International, Inc./CA/ | 18 | 18 | 0.03% | 0.97% | 4.60% | Q4 2016 | Q1 2021 | 18 |
COHEN & STEERS, INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 18 |
KBC Group NV | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Capital International Sarl | 18 | 18 | 0.02% | 1.11% | 3.70% | Q4 2016 | Q1 2021 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
CMT Capital Markets Trading GmbH | 7 | 1 | 0.00% | 0.05% | 0.16% | Q3 2015 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 17 | 17 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2017 | 17 |
Mint Tower Capital Management B.V. | 4 | 1 | 0.00% | 0.23% | 0.62% | Q4 2017 | Q2 2023 | 17 |
FINANCIAL COUNSELORS INC | 10 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
West Family Investments, Inc. | 10 | 7 | 0.06% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Veritable, L.P. | 10 | 7 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2022 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 9 | 3 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 17 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 2 | 0.00% | 0.11% | 0.52% | Q3 2014 | Q4 2019 | 17 |
BAILARD, INC. | 8 | 1 | 0.01% | 0.07% | 0.21% | Q3 2013 | Q3 2023 | 17 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 11 | 6 | 3.63% | 11.56% | 18.53% | Q3 2018 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q2 2017 | 17 |
Port Capital LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2022 | 17 |
CSS LLC/IL | 7 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q2 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.64% | 1.69% | Q3 2014 | Q3 2023 | 17 |
Virtu KCG Holdings LLC | 11 | 4 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2017 | 17 |
ATLAS CAPITAL ADVISORS LLC | 9 | 8 | 0.00% | 0.05% | 0.16% | Q2 2018 | Q3 2022 | 17 |
MUFG Americas Holdings Corp | 17 | 17 | 0.00% | 0.00% | 0.03% | Q4 2010 | Q4 2014 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
FEDERATED HERMES, INC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AdvisorNet Financial, Inc | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q1 2017 | 16 |
SMITH ASSET MANAGEMENT GROUP LP | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 16 |
Capstone Financial Advisors, Inc. | 13 | 1 | 0.01% | 0.05% | 0.16% | Q1 2014 | Q1 2021 | 16 |
HRT FINANCIAL LP | 6 | 1 | 0.00% | 0.12% | 0.48% | Q1 2015 | Q1 2023 | 16 |
Oslo Asset Management AS | 16 | 16 | 3.87% | 14.63% | 26.41% | Q1 2014 | Q4 2017 | 16 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.04% | 0.23% | 0.59% | Q3 2014 | Q2 2023 | 16 |
NEXT Financial Group, Inc | 13 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q3 2021 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
QUANTUM CAPITAL MANAGEMENT | 11 | 5 | 0.02% | 0.04% | 0.09% | Q1 2016 | Q3 2020 | 16 |
Employees Retirement System of Texas | 10 | 6 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 16 |
MACKENZIE FINANCIAL CORP | 7 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 16 |
Capital Markets Trading UK LLP | 7 | 2 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 16 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 8 | 7 | 0.01% | 0.10% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Mitsubishi UFJ Asset Management Co., Ltd. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 2 | 0.02% | 0.12% | 0.41% | Q2 2013 | Q4 2019 | 15 |
CULLINAN ASSOCIATES INC | 11 | 4 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 15 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 15 |
CAAS CAPITAL MANAGEMENT LP | 7 | 1 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
NWI MANAGEMENT LP | 15 | 15 | 1.39% | 4.60% | 7.80% | Q3 2014 | Q1 2018 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q4 2016 | 15 |
JANUS HENDERSON GROUP PLC | 7 | 1 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q4 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 1 | 0.00% | 0.12% | 0.76% | Q1 2019 | Q4 2022 | 15 |
Moneda S.A. Administradora General de Fondos | 14 | 1 | 7.05% | 14.26% | 27.08% | Q4 2019 | Q3 2023 | 15 |
TD ASSET MANAGEMENT INC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 15 |
Russell Clark Investment Management Ltd | 13 | 2 | 3.95% | 8.19% | 19.40% | Q2 2016 | Q3 2020 | 15 |
SOL Capital Management CO | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2014 | Q3 2017 | 15 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.16% | Q4 2016 | Q3 2023 | 14 |
PUTNAM INVESTMENTS LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q2 2019 | 14 |
Rehmann Capital Advisory Group | 6 | 2 | 0.00% | 0.10% | 0.33% | Q1 2011 | Q2 2019 | 14 |
NewEdge Advisors, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 14 |
MAVERICK CAPITAL LTD | 9 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q2 2023 | 14 |
NAVELLIER & ASSOCIATES INC | 6 | 1 | 0.00% | 0.16% | 0.62% | Q2 2014 | Q1 2023 | 14 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 3 | 0.00% | 0.72% | 1.88% | Q2 2017 | Q3 2023 | 14 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q1 2014 | Q2 2017 | 14 |
AMERICAN NATIONAL INSURANCE CO | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
SYNOVUS FINANCIAL CORP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 14 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 14 | 14 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 14 |
Sompo Asset Management Co., Ltd. | 14 | 14 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Artemis Investment Management LLP | 11 | 3 | 0.01% | 0.28% | 1.08% | Q4 2018 | Q3 2023 | 14 |
PRIMECAP MANAGEMENT CO/CA/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
Banco BTG Pactual S.A. | 9 | 1 | 0.00% | 0.34% | 1.52% | Q4 2016 | Q1 2023 | 14 |
OLD NATIONAL BANCORP /IN/ | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Amia Capital LLP | 13 | 13 | 0.05% | 5.92% | 25.76% | Q4 2019 | Q4 2022 | 13 |
Evolution Wealth Advisors, LLC | 11 | 2 | 0.00% | 0.86% | 10.31% | Q2 2019 | Q3 2022 | 13 |
BALDWIN BROTHERS LLC/MA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2023 | 13 |
Campbell & CO Investment Adviser LLC | 9 | 1 | 0.07% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 13 |
ING GROEP NV | 9 | 4 | 0.00% | 0.16% | 0.26% | Q1 2013 | Q4 2016 | 13 |
PRUDENTIAL PLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
REGIONS FINANCIAL CORP | 9 | 4 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2020 | 13 |
RATIONAL ADVISORS LLC | 8 | 5 | 0.01% | 0.22% | 0.37% | Q1 2009 | Q3 2012 | 13 |
Numeric Investors LLC | 7 | 2 | 0.00% | 0.12% | 0.30% | Q4 2013 | Q4 2017 | 13 |
PLATINUM INVESTMENT MANAGEMENT LTD | 13 | 13 | 0.00% | 0.35% | 2.03% | Q3 2020 | Q3 2023 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
B. Riley Wealth Advisors, Inc. | 6 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2016 | 13 |
EFG Asset Management (Americas) Corp. | 12 | 1 | 0.03% | 0.11% | 0.24% | Q4 2013 | Q1 2017 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q4 2019 | 13 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2022 | 13 |
First Horizon Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 13 |
Banque Cantonale Vaudoise | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Rathbones Group PLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CASTLEARK MANAGEMENT LLC | 10 | 3 | 0.00% | 0.07% | 0.15% | Q3 2017 | Q2 2021 | 13 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.35% | Q2 2013 | Q4 2019 | 13 |
HOWE & RUSLING INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 13 |
Global X Management CO LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 13 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
CHELSEA COUNSEL CO | 12 | 12 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q1 2016 | 12 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 6 | 1 | 0.13% | 1.54% | 5.34% | Q4 2013 | Q4 2018 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.09% | 0.20% | Q3 2019 | Q3 2023 | 12 |
Capital Advisory Group Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
CAPITAL GROWTH MANAGEMENT LP | 9 | 1 | 0.26% | 4.86% | 9.52% | Q3 2016 | Q2 2021 | 12 |
Banco de Sabadell, S.A | 6 | 6 | 0.28% | 0.53% | 0.74% | Q1 2018 | Q1 2021 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 0.10% | 0.53% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.08% | Q3 2019 | Q3 2023 | 12 |
SeaCrest Wealth Management, LLC | 6 | 2 | 0.00% | 0.05% | 0.16% | Q4 2017 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2021 | 12 |
Anchor Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
SHAH CAPITAL MANAGEMENT | 12 | 12 | 1.32% | 3.74% | 8.77% | Q1 2014 | Q4 2016 | 12 |
CIBC Private Wealth Group, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2022 | 12 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Oxbow Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
QCM Cayman, Ltd. | 3 | 1 | 0.04% | 0.48% | 1.76% | Q3 2014 | Q3 2021 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
PICTET BANK & TRUST Ltd | 12 | 12 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q4 2019 | 12 |
GQG Partners LLC | 10 | 2 | 0.20% | 5.14% | 7.64% | Q4 2016 | Q3 2023 | 12 |
STOCK YARDS BANK & TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q4 2020 | 12 |
MACNEALY HOOVER INVESTMENT MANAGEMENT INC | 12 | 12 | 0.06% | 0.25% | 0.66% | Q4 2013 | Q3 2016 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 12 |
Stonehage Fleming Financial Services Holdings Ltd | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2018 | 12 |
Cetera Advisors LLC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 12 |
Partnervest Advisory Services LLC | 12 | 12 | 0.06% | 0.16% | 0.30% | Q2 2013 | Q1 2016 | 12 |
RBF Capital, LLC | 11 | 1 | 0.02% | 0.10% | 0.16% | Q4 2015 | Q3 2023 | 12 |
Edgestream Partners, L.P. | 4 | 1 | 0.03% | 0.37% | 0.82% | Q1 2018 | Q3 2023 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 12 | 12 | 0.00% | 0.22% | 0.53% | Q2 2013 | Q1 2016 | 12 |
ASSETMARK, INC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
First Allied Advisory Services, Inc. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 11 |
Rockefeller Capital Management L.P. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 11 |
Sovereign Financial Group, Inc. | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Robotti & Company | 11 | 11 | 0.04% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 11 | 11 | 0.01% | 0.18% | 0.38% | Q4 2016 | Q2 2019 | 11 |
Wellington Shields Capital Management, LLC | 8 | 3 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Antonetti Capital Management LLC | 6 | 2 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 8 | 3 | 0.00% | 0.10% | 0.21% | Q2 2017 | Q3 2021 | 11 |
Trust Asset Management LLC | 6 | 1 | 0.26% | 0.69% | 0.91% | Q3 2011 | Q3 2016 | 11 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.03% | 0.09% | 0.17% | Q2 2016 | Q1 2023 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 8 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 11 |
BANK OF NOVA SCOTIA | 5 | 1 | 0.00% | 0.08% | 0.24% | Q1 2013 | Q3 2023 | 11 |
TRUIST FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 11 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BB&T SECURITIES, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 11 |
PZENA INVESTMENT MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2018 | 11 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 11 |
JAMES INVESTMENT RESEARCH INC | 7 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 11 |
Vanguard Personalized Indexing Management, LLC | 5 | 2 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 11 |
BlackRock Institutional Trust Company, N.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Kistler-Tiffany Companies, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 11 |
ALTRINSIC GLOBAL ADVISORS LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.01% | 0.07% | 0.51% | Q2 2019 | Q3 2021 | 10 |
Marshall Wace North America L.P. | 6 | 4 | 0.01% | 0.11% | 0.21% | Q1 2017 | Q4 2019 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
MML INVESTORS SERVICES, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Intellectus Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
BTG Pactual Global Asset Management Ltd | 4 | 2 | 0.03% | 3.21% | 20.62% | Q4 2019 | Q3 2023 | 10 |
Prospera Financial Services Inc | 6 | 4 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q2 2023 | 10 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2020 | 10 |
Itau USA Asset Management Inc. | 10 | 10 | 0.02% | 1.87% | 5.09% | Q2 2013 | Q3 2015 | 10 |
CastleArk Alternatives, LLC | 8 | 2 | 0.80% | 2.04% | 3.64% | Q4 2017 | Q4 2020 | 10 |
Ninety One UK Ltd | 7 | 3 | 0.00% | 0.25% | 0.44% | Q2 2017 | Q4 2020 | 10 |
CAXTON ASSOCIATES LP | 5 | 3 | 0.02% | 1.26% | 4.90% | Q2 2014 | Q3 2023 | 10 |
ALPS ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 10 |
DODGE & COX | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, L.P. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 10 |
Calamos Advisors LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 10 |
Cornerstone Advisors, Inc. | 7 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 10 |
COMPASS GROUP LLC | 6 | 1 | 0.42% | 4.81% | 16.92% | Q4 2017 | Q3 2023 | 10 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2017 | 10 |
Activest Wealth Management | 9 | 1 | 0.01% | 0.10% | 0.48% | Q1 2021 | Q3 2023 | 10 |
Lenox Wealth Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
First Trust Direct Indexing L.P. | 9 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2023 | 10 |
Ativo Capital Management LLC | 9 | 1 | 0.07% | 1.17% | 2.17% | Q3 2015 | Q3 2023 | 10 |
Sagil Capital LLP | 5 | 2 | 0.30% | 3.72% | 12.79% | Q4 2019 | Q3 2022 | 10 |
Oaktree Fund Advisors, LLC | 10 | 10 | 2.66% | 10.38% | 16.09% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 10 |
BAMCO INC /NY/ | 9 | 1 | 0.00% | 0.39% | 0.59% | Q1 2017 | Q4 2019 | 10 |
Saiers Capital, LLC | 5 | 5 | 0.00% | 0.91% | 4.46% | Q2 2013 | Q2 2014 | 10 |
Inspire Investing, LLC | 6 | 1 | 0.00% | 0.09% | 0.18% | Q4 2017 | Q3 2023 | 9 |
Smithfield Trust Co | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2022 | 9 |
Contrarius Investment Management Ltd | 5 | 1 | 0.68% | 1.62% | 5.16% | Q2 2019 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 9 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Zweig-DiMenna Associates LLC | 6 | 1 | 0.11% | 0.60% | 1.00% | Q3 2015 | Q3 2023 | 9 |
Blueshift Asset Management, LLC | 4 | 1 | 0.03% | 0.18% | 0.75% | Q4 2018 | Q4 2022 | 9 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 9 |
Intercontinental Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.14% | 0.21% | Q4 2018 | Q2 2023 | 9 |
TT International Asset Management LTD | 3 | 3 | 0.40% | 4.43% | 10.94% | Q1 2021 | Q3 2023 | 9 |
Vontobel Holding Ltd. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 9 |
Gotham Asset Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 9 |
GREENLEAF TRUST | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 9 |
NEWGATE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.41% | 1.08% | 2.07% | Q2 2013 | Q2 2015 | 9 |
Catamount Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Cowen Prime Services LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Janney Montgomery Scott LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2022 | 9 |
Sonora Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 9 |
Oxinas Partners Wealth Management LLC | 9 | 9 | 0.13% | 0.24% | 0.30% | Q1 2021 | Q1 2023 | 9 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.08% | Q2 2015 | Q1 2021 | 9 |
New Potomac Partners, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2020 | 9 |
PRIVATE TRUST CO NA | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Regal Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 9 |
Artisan Partners Limited Partnership | 9 | 9 | 0.15% | 0.82% | 1.03% | Q1 2018 | Q1 2020 | 9 |
Belvedere Trading LLC | 5 | 5 | 0.00% | 0.00% | 0.03% | Q3 2022 | Q3 2023 | 9 |
Chicago Partners Investment Group LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 9 |
CLOVERFIELDS CAPITAL GROUP, LP | 9 | 9 | 0.10% | 0.32% | 1.12% | Q3 2021 | Q3 2023 | 9 |
SVB WEALTH LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2022 | 9 |
NatWest Group plc | 9 | 9 | 0.01% | 0.06% | 0.20% | Q2 2014 | Q2 2016 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2015 | 9 |
OPTIMUM INVESTMENT ADVISORS | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 9 |
PRUDENTIAL FINANCIAL INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 9 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.17% | 0.90% | 2.13% | Q1 2014 | Q4 2022 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 5 | 3 | 0.00% | 0.02% | 0.08% | Q1 2014 | Q4 2019 | 9 |
Forty4 Asset Management LLC | 3 | 3 | 0.00% | 0.50% | 2.76% | Q3 2013 | Q1 2014 | 9 |
Dorsey Wright & Associates | 4 | 1 | 0.19% | 0.75% | 1.54% | Q2 2016 | Q3 2023 | 9 |
Camelot Portfolios, LLC | 6 | 3 | 0.09% | 0.20% | 0.35% | Q3 2013 | Q2 2016 | 9 |
Pendal Group Ltd | 9 | 9 | 0.34% | 0.99% | 1.52% | Q4 2020 | Q4 2022 | 9 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.09% | 0.20% | Q4 2018 | Q3 2019 | 9 |
Asset Dedication, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2018 | 9 |
Traynor Capital Management, Inc. | 3 | 3 | 0.00% | 0.09% | 0.43% | Q1 2015 | Q3 2023 | 9 |
Prince Street Capital Management LLC | 2 | 1 | 0.83% | 9.62% | 54.25% | Q2 2015 | Q3 2019 | 8 |
NS Partners Ltd | 7 | 1 | 0.10% | 1.08% | 2.14% | Q1 2019 | Q3 2023 | 8 |
RITHOLTZ WEALTH MANAGEMENT | 8 | 8 | 0.03% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.11% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
CAPTRUST FINANCIAL ADVISORS | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Diversified Trust Co | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.05% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Venture Visionary Partners LLC | 8 | 8 | 0.02% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 8 |
I.G. INVESTMENT MANAGEMENT, LTD. | 7 | 1 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q2 2015 | 8 |
Liberty Mutual Group Asset Management Inc. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2018 | 8 |
DOWLING & YAHNKE LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
FNY Partners Fund LP | 5 | 5 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q4 2017 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Fieldpoint Private Securities, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 8 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 4 | 2 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q4 2016 | 8 |
HIGH POINT BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
EVEREST CAPITAL LLC | 8 | 8 | 0.24% | 1.15% | 2.17% | Q1 2013 | Q4 2014 | 8 |
AGF Investments America Inc. | 8 | 8 | 0.12% | 0.30% | 0.63% | Q1 2011 | Q4 2012 | 8 |
FNY Investment Advisers, LLC | 7 | 1 | 0.00% | 0.03% | 0.23% | Q2 2019 | Q3 2021 | 8 |
GEORGE KAISER FAMILY FOUNDATION | 8 | 8 | 2.11% | 4.38% | 5.40% | Q2 2013 | Q1 2015 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.03% | 0.11% | 0.33% | Q2 2014 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
JBF Capital, Inc. | 8 | 8 | 0.12% | 0.53% | 1.19% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
BANK HAPOALIM BM | 5 | 1 | 0.02% | 0.10% | 0.20% | Q4 2017 | Q2 2020 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 5 | 1 | 0.04% | 0.11% | 0.26% | Q2 2017 | Q3 2023 | 8 |
Capital Investment Advisory Services, LLC | 8 | 8 | 0.02% | 0.07% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Berman Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.11% | 0.30% | Q1 2016 | Q4 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OTA Financial Group L.P. | 2 | 1 | 0.14% | 0.33% | 0.86% | Q2 2013 | Q2 2017 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 3 | 0.02% | 0.04% | 0.10% | Q2 2014 | Q4 2019 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.08% | 0.22% | 0.45% | Q1 2015 | Q4 2016 | 8 |
Boston Partners | 8 | 8 | 0.00% | 0.06% | 0.32% | Q1 2019 | Q4 2020 | 8 |
Quilter Plc | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 8 |
Parkwood LLC | 8 | 8 | 0.75% | 1.18% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Marathon Trading Investment Management LLC | 6 | 1 | 0.01% | 0.05% | 0.12% | Q3 2014 | Q2 2018 | 8 |
Snowden Capital Advisors LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 2 | 0.04% | 0.16% | 0.25% | Q3 2020 | Q3 2023 | 8 |
ClearBridge Investments | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 8 |
TODD ASSET MANAGEMENT LLC | 7 | 1 | 0.10% | 0.53% | 0.78% | Q3 2014 | Q3 2023 | 8 |
Brinker Capital Investments, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q4 2022 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 8 |
Maven Securities LTD | 7 | 1 | 0.00% | 0.12% | 0.31% | Q2 2020 | Q1 2023 | 8 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 8 | 8 | 0.01% | 1.54% | 4.43% | Q2 2013 | Q1 2015 | 8 |
Soros Fund Management | 4 | 1 | 0.01% | 0.19% | 0.46% | Q1 2014 | Q1 2023 | 8 |
G&S Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q1 2015 | 8 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 7 |
Sigma Planning Corp | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
KCS Wealth Advisory | 4 | 1 | 0.06% | 0.20% | 0.32% | Q4 2017 | Q3 2023 | 7 |
Lumbard & Kellner, LLC | 7 | 7 | 1.05% | 2.04% | 4.32% | Q1 2022 | Q3 2023 | 7 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.04% | 0.12% | 0.19% | Q3 2014 | Q3 2023 | 7 |
Enlightenment Research, LLC | 3 | 1 | 0.02% | 0.32% | 0.75% | Q4 2018 | Q2 2022 | 7 |
Geneva Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 3 | 2 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q2 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 7 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 7 |
HARVARD MANAGEMENT CO INC | 5 | 2 | 0.07% | 0.12% | 0.24% | Q2 2013 | Q4 2015 | 7 |
JTC Employer Solutions Trustee Ltd | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Evercore Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Virtus ETF Advisers LLC | 7 | 7 | 0.12% | 0.40% | 0.99% | Q1 2022 | Q3 2023 | 7 |
NKCFO LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Cullen Capital Management, LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
UNITED MARITIME CAPITAL LLC | 7 | 7 | 0.57% | 0.79% | 1.13% | Q4 2020 | Q2 2022 | 7 |
Radnor Capital Management, LLC | 5 | 2 | 0.12% | 0.28% | 0.50% | Q4 2021 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.18% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DRW Securities, LLC | 2 | 1 | 0.00% | 0.07% | 0.28% | Q1 2014 | Q1 2022 | 7 |
SPRUCEGROVE INVESTMENT MANAGEMENT LTD | 7 | 7 | 1.74% | 3.14% | 3.85% | Q2 2013 | Q4 2014 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 0.10% | 0.11% | 0.14% | Q3 2016 | Q1 2018 | 7 |
Morningstar Investment Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Altshuler Shaham Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.02% | 0.07% | 0.14% | Q4 2017 | Q4 2019 | 7 |
Wealth Alliance | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Sharp Capital Gestora de Recursos Ltda. | 3 | 3 | 0.01% | 4.70% | 17.80% | Q2 2021 | Q4 2021 | 7 |
Ninety One North America, Inc. | 7 | 7 | 2.60% | 3.19% | 4.09% | Q2 2019 | Q4 2020 | 7 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 7 | 0.13% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 2 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2021 | 7 |
TT INTERNATIONAL | 3 | 1 | 0.44% | 3.86% | 8.06% | Q3 2013 | Q3 2019 | 7 |
Vanguard Capital Wealth Advisors | 7 | 7 | 0.08% | 0.44% | 1.45% | Q2 2021 | Q4 2022 | 7 |
JGP Global Gestao de Recursos Ltda. | 2 | 1 | 0.22% | 5.53% | 20.28% | Q1 2015 | Q1 2022 | 7 |
Ameraudi Asset Management, Inc. | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
American Research & Management Co. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Stanley-Laman Group, Ltd. | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q1 2016 | 7 |
WESPAC Advisors SoCal, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2018 | 7 |
Raub Brock Capital Management LP | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
MONEDA USA, INC. | 7 | 7 | 21.36% | 26.66% | 36.45% | Q1 2022 | Q3 2023 | 7 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.14% | 0.25% | Q4 2017 | Q1 2021 | 7 |
Highstreet Asset Management Inc. | 7 | 7 | 0.20% | 0.32% | 0.42% | Q2 2013 | Q4 2014 | 7 |
Samalin Investment Counsel, LLC | 5 | 2 | 0.07% | 0.10% | 0.15% | Q4 2019 | Q4 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Stonehage Fleming (UK) Ltd | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 7 |
HENNESSY ADVISORS INC | 4 | 3 | 0.29% | 0.42% | 0.55% | Q1 2021 | Q3 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 3 | 2 | 0.00% | 0.02% | 0.07% | Q2 2019 | Q3 2023 | 7 |
DAVIS R M INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 7 | 7 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Legacy Wealth Asset Management, LLC | 4 | 3 | 0.09% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 7 |
Portland Hill Asset Management Ltd | 7 | 7 | 0.61% | 1.03% | 1.44% | Q1 2022 | Q3 2023 | 7 |
Saba Capital Management, L.P. | 4 | 4 | 0.04% | 1.03% | 4.45% | Q2 2015 | Q1 2016 | 7 |
Cetera Advisor Networks LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 7 |
Gemmer Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2015 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q4 2022 | 6 |
SIT INVESTMENT ASSOCIATES INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Ridgewood Investments LLC | 4 | 4 | 0.01% | 0.17% | 0.35% | Q4 2022 | Q3 2023 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 6 | 6 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.04% | 0.18% | 0.38% | Q1 2023 | Q3 2023 | 6 |
Fiera Capital (Europe) Ltd. | 6 | 6 | 0.37% | 0.48% | 0.57% | Q2 2013 | Q3 2014 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.00% | 0.08% | 0.21% | Q2 2022 | Q3 2023 | 6 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2019 | 6 |
HERMES INVESTMENT MANAGEMENT LTD | 6 | 6 | 0.35% | 0.48% | 0.59% | Q2 2013 | Q3 2014 | 6 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q1 2023 | 6 |
Donoghue Forlines LLC | 6 | 6 | 0.16% | 0.26% | 0.30% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 6 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.02% | 0.05% | 0.06% | Q3 2014 | Q3 2022 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PICTET ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 6 |
Airain ltd | 2 | 1 | 0.06% | 0.20% | 0.64% | Q2 2013 | Q2 2017 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.14% | 0.36% | 0.98% | Q4 2014 | Q3 2016 | 6 |
Strategic Global Advisors, LLC | 6 | 6 | 0.08% | 0.25% | 0.62% | Q4 2019 | Q1 2021 | 6 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.11% | 0.12% | 0.15% | Q2 2013 | Q3 2014 | 6 |
AUXIER ASSET MANAGEMENT | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.29% | 0.35% | 0.40% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.00% | 0.03% | 0.04% | Q1 2016 | Q2 2017 | 6 |
BARING ASSET MANAGEMENT Ltd | 4 | 1 | 0.26% | 0.47% | 0.93% | Q3 2014 | Q3 2017 | 6 |
Paradiem, LLC | 6 | 6 | 0.72% | 1.22% | 1.72% | Q2 2022 | Q3 2023 | 6 |
WEATHERLY ASSET MANAGEMENT L. P. | 6 | 6 | 0.04% | 0.12% | 0.19% | Q2 2013 | Q3 2014 | 6 |
Privium Fund Management B.V. | 5 | 1 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 6 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
HARDING LOEVNER LP | 6 | 6 | 0.28% | 0.69% | 1.07% | Q2 2013 | Q3 2014 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 2 | 0.02% | 0.25% | 1.16% | Q2 2020 | Q3 2022 | 6 |
Crewe Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 2 | 0.06% | 0.20% | 0.33% | Q4 2018 | Q1 2022 | 6 |
Saturna Capital CORP | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
LINCLUDEN MANAGEMENT LTD | 6 | 6 | 0.00% | 0.14% | 0.22% | Q2 2013 | Q3 2014 | 6 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2016 | 6 |
SteelPeak Wealth, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 6 | 6 | 0.03% | 0.10% | 0.24% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.01% | 1.23% | 2.39% | Q1 2017 | Q4 2020 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Firestone Capital Management | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Parsec Financial Management, Inc. | 6 | 6 | 0.10% | 0.29% | 0.43% | Q2 2013 | Q3 2014 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 1 | 0.03% | 0.16% | 0.42% | Q2 2019 | Q1 2023 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q4 2014 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 6 | 6 | 0.02% | 0.14% | 0.27% | Q2 2022 | Q3 2023 | 6 |
CHANNING GLOBAL ADVISORS, LLC | 6 | 6 | 0.21% | 0.42% | 0.52% | Q2 2022 | Q3 2023 | 6 |
Glovista Investments LLC | 2 | 1 | 0.12% | 0.49% | 0.85% | Q3 2017 | Q1 2023 | 6 |
Perigon Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2011 | Q4 2022 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
WealthTrust Axiom LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
ROYAL LONDON ASSET MANAGEMENT LTD | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2020 | 6 |
U S GLOBAL INVESTORS INC | 6 | 6 | 0.01% | 0.11% | 0.20% | Q2 2019 | Q3 2020 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 5 | 1 | 0.05% | 0.10% | 0.18% | Q2 2015 | Q1 2019 | 6 |
PAYDEN & RYGEL | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
WEALTHSOURCE PARTNERS, LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q1 2018 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 3 | 0.06% | 0.10% | 0.16% | Q1 2019 | Q3 2019 | 6 |
Endowment Wealth Management, Inc. | 6 | 6 | 0.12% | 0.16% | 0.24% | Q1 2022 | Q2 2023 | 6 |
NORTHROAD CAPITAL MANAGEMENT LLC | 6 | 6 | 1.53% | 2.15% | 2.92% | Q2 2013 | Q3 2014 | 6 |
MERCATOR ASSET MANAGEMENT L P | 6 | 6 | 11.67% | 19.86% | 31.94% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
JENNISON ASSOCIATES LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2022 | 6 |
Cooperatieve Rabobank U.A. | 3 | 3 | 0.33% | 1.07% | 1.94% | Q1 2014 | Q3 2015 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 2 | 0.01% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 6 |
First Personal Financial Services | 4 | 2 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 6 |
Kestra Advisory Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Texan Capital Management | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2016 | 5 |
CANYON CAPITAL ADVISORS LLC | 5 | 5 | 0.11% | 0.24% | 0.50% | Q3 2019 | Q3 2020 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q1 2022 | 5 |
Rothschild & Co Wealth Management UK Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2015 | 5 |
Glen Point Capital LLP | 3 | 1 | 0.06% | 4.66% | 14.83% | Q2 2017 | Q4 2018 | 5 |
Argent Trust Co | 5 | 5 | 0.02% | 0.03% | 0.08% | Q1 2018 | Q1 2019 | 5 |
Blenheim Capital Management, L.L.C. | 5 | 5 | 0.77% | 3.15% | 6.59% | Q3 2013 | Q3 2014 | 5 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Sculptor Capital LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2015 | 5 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 5 |
MBB PUBLIC MARKETS I LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
ADAMCAPITAL Gestao de Recursos Ltda. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.04% | 0.13% | 0.17% | Q4 2013 | Q4 2014 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q2 2016 | 5 |
BRAVE ASSET MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q2 2018 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
B. Metzler seel. Sohn & Co. AG | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.09% | 0.19% | 0.34% | Q1 2021 | Q1 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
London & Capital Asset Management Ltd | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2023 | 5 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q2 2014 | 5 |
KNOTT DAVID M | 2 | 1 | 0.91% | 1.44% | 2.00% | Q3 2013 | Q2 2015 | 5 |
DGS Capital Management, LLC | 5 | 5 | 0.11% | 0.18% | 0.29% | Q1 2022 | Q1 2023 | 5 |
Orion Portfolio Solutions, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 5 |
Centric Wealth Management | 2 | 1 | 0.24% | 3.35% | 6.52% | Q1 2021 | Q2 2023 | 5 |
XTX Topco Ltd | 2 | 1 | 0.03% | 0.10% | 0.22% | Q3 2021 | Q1 2023 | 5 |
Beacon Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Independent Portfolio Consultants, Inc. | 5 | 5 | 0.08% | 0.13% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.07% | 0.27% | 0.96% | Q2 2013 | Q2 2014 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2017 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2020 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 5 |
Amundi | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 5 |
Rokos Capital Management LLP | 2 | 1 | 0.11% | 0.32% | 0.52% | Q1 2021 | Q3 2022 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 1.36% | 2.77% | 3.33% | Q3 2022 | Q3 2023 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
swisspartners Ltd. | 3 | 1 | 1.11% | 1.33% | 1.71% | Q4 2020 | Q3 2022 | 5 |
Meiji Yasuda Asset Management Co Ltd. | 3 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 5 |
MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 0.08% | 0.14% | Q4 2021 | Q4 2022 | 5 |
WELD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.12% | 0.27% | 0.40% | Q4 2019 | Q4 2020 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Nationwide Fund Advisors | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2017 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.05% | 0.13% | 0.23% | Q2 2022 | Q2 2023 | 5 |
Optiver Holding B.V. | 2 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q1 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Gramercy Funds Management LLC | 5 | 5 | 0.27% | 0.64% | 0.97% | Q1 2020 | Q1 2021 | 5 |
Stone Toro Investment Advisers, LP | 5 | 5 | 0.78% | 1.10% | 1.76% | Q2 2013 | Q2 2014 | 5 |
Baird Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 5 |
MCGLINN CAPITAL MANAGEMENT INC | 5 | 5 | 0.82% | 1.02% | 1.20% | Q2 2013 | Q2 2014 | 5 |
Graham Capital Management, L.P. | 3 | 1 | 0.02% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 5 |
EATON VANCE MANAGEMENT | 5 | 5 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q1 2022 | 5 |
BHF Kleinwort Benson Group S.A. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 5 |
FormulaFolio Investments, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q3 2016 | 5 |
Stevens First Principles Investment Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Amida Capital Management II, LLC | 3 | 3 | 0.01% | 0.14% | 0.26% | Q1 2013 | Q3 2013 | 5 |
OppenheimerFunds, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Independence Trust CO | 5 | 5 | 0.23% | 0.41% | 0.55% | Q4 2016 | Q4 2017 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
McIlrath & Eck, LLC | 4 | 1 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q3 2021 | 5 |
Sky Investment Counsel Inc | 5 | 5 | 0.09% | 0.22% | 0.32% | Q2 2013 | Q2 2014 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2019 | 5 |
Nuveen Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 5 |
CADENCE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2016 | 5 |
Condire Management, LP | 4 | 4 | 2.62% | 2.99% | 3.34% | Q3 2021 | Q2 2022 | 4 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2022 | 4 |
Robertson Stephens Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.70% | 2.66% | Q4 2013 | Q1 2019 | 4 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 4 | 4 | 0.03% | 0.08% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 4 | 0.07% | 0.09% | 0.16% | Q4 2019 | Q3 2020 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.15% | 0.49% | 0.75% | Q4 2022 | Q3 2023 | 4 |
KGH Ltd | 2 | 2 | 0.07% | 1.49% | 3.62% | Q3 2013 | Q1 2018 | 4 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.11% | 0.14% | 0.16% | Q4 2014 | Q1 2020 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BROWN BROTHERS HARRIMAN & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2013 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brevan Howard Capital Management LP | 2 | 1 | 0.35% | 1.53% | 4.36% | Q2 2013 | Q1 2021 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
COWEN INC. | 2 | 1 | 0.01% | 0.07% | 0.21% | Q1 2013 | Q3 2018 | 4 |
Tidal Investments LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WOLFF WIESE MAGANA LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Li Winifred I | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.01% | 0.05% | 0.09% | Q2 2014 | Q4 2020 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q4 2015 | 4 |
Covestor Ltd | 3 | 3 | 0.00% | 0.03% | 0.08% | Q2 2022 | Q4 2022 | 4 |
Santa Fe Partners LLC | 2 | 1 | 0.21% | 0.26% | 0.35% | Q2 2013 | Q3 2014 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.16% | 0.35% | Q4 2014 | Q1 2022 | 4 |
Congress Wealth Management LLC / DE / | 3 | 1 | 0.02% | 0.02% | 0.04% | Q1 2022 | Q2 2023 | 4 |
MARATHON ASSET MANAGEMENT LLP | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.05% | 0.12% | 0.15% | Q4 2014 | Q3 2015 | 4 |
Telemetry Investments, L.L.C. | 2 | 1 | 0.23% | 0.53% | 0.68% | Q4 2014 | Q1 2020 | 4 |
J.W. COLE ADVISORS, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Princeton Alpha Management LP | 1 | 1 | 0.04% | 0.11% | 0.16% | Q2 2014 | Q1 2017 | 4 |
Encompass Capital Advisors LLC | 3 | 1 | 1.24% | 3.78% | 6.81% | Q2 2020 | Q4 2021 | 4 |
Phoenix Holdings Ltd. | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 4 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.16% | 0.36% | 0.97% | Q4 2013 | Q1 2022 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 3.06% | 4.35% | 5.88% | Q4 2021 | Q3 2022 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2018 | 4 |
TOWNSQUARE CAPITAL LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 4 |
GLG Partners LP | 1 | 1 | 0.01% | 0.06% | 0.15% | Q2 2015 | Q2 2017 | 4 |
Morningstar Investment Management LLC | 2 | 2 | 0.22% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 4 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q2 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.20% | 0.49% | Q2 2013 | Q1 2014 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q1 2018 | 4 |
HWG Holdings LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Lloyds Banking Group plc | 4 | 4 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Fiera Capital Corp | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q3 2014 | 4 |
Quaero Capital S.A. | 4 | 4 | 0.23% | 0.28% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Kiron Capital Gestao de Recursos Ltda. | 2 | 2 | 0.40% | 1.09% | 1.72% | Q4 2020 | Q3 2022 | 4 |
Emso Asset Management Ltd | 3 | 1 | 14.86% | 78.57% | 100.00% | Q4 2019 | Q4 2020 | 4 |
Soltis Investment Advisors LLC | 4 | 4 | 0.02% | 0.16% | 0.25% | Q2 2021 | Q1 2022 | 4 |
WEXFORD CAPITAL LP | 3 | 1 | 0.01% | 0.08% | 0.29% | Q1 2017 | Q3 2023 | 4 |
Aviance Capital Partners, LLC | 4 | 4 | 0.19% | 0.33% | 0.40% | Q4 2013 | Q3 2014 | 4 |
CAPITAL INTERNATIONAL LTD /CA/ | 3 | 1 | 0.02% | 0.09% | 0.15% | Q4 2017 | Q1 2020 | 4 |
Regent Investment Management LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q2 2014 | 4 |
Capital Innovations LLC | 4 | 4 | 0.33% | 1.12% | 3.29% | Q3 2017 | Q2 2018 | 4 |
Hudson Portfolio Management LLC | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WESTPAC BANKING CORP | 2 | 1 | 0.01% | 0.06% | 0.16% | Q3 2013 | Q1 2015 | 4 |
FACTORY MUTUAL INSURANCE CO | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q3 2022 | 4 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.05% | 0.10% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Segantii Capital Management Ltd | 3 | 1 | 0.10% | 0.81% | 2.24% | Q2 2019 | Q3 2020 | 4 |
Ferris Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 4 |
Quantamental Technologies LLC | 2 | 1 | 0.06% | 0.13% | 0.23% | Q1 2019 | Q2 2022 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 4 |
Golden Green, Inc. | 2 | 2 | 0.31% | 0.38% | 0.42% | Q3 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q2 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.56% | 1.24% | Q1 2022 | Q3 2023 | 4 |
CERTUITY, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.01% | 0.10% | 0.20% | Q3 2014 | Q3 2023 | 4 |
NEW ENGLAND SECURITIES CORP /MA/ | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Robeco Institutional Asset Management B.V. | 4 | 4 | 0.13% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q4 2022 | 4 |
HANSBERGER GLOBAL INVESTORS INC/FL | 4 | 4 | 0.66% | 0.67% | 0.67% | Q2 2013 | Q1 2014 | 4 |
RIVER GLOBAL INVESTORS LLP | 3 | 1 | 0.06% | 0.13% | 0.28% | Q1 2018 | Q4 2019 | 4 |
Verde Servicos Internacionais S.A. | 2 | 1 | 0.04% | 0.23% | 0.68% | Q3 2017 | Q4 2019 | 4 |
Baker Ellis Asset Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.02% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
BlackRock Japan Co. Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Mizuho Securities Co. Ltd. | 1 | 1 | 0.00% | 0.03% | 0.12% | Q3 2020 | Q2 2023 | 4 |
Carmichael Hill & Associates, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
Highlander Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
ROCKY MOUNTAIN ADVISERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
VPR Management LLC | 4 | 4 | 0.29% | 0.44% | 0.53% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Emerging Global Advisors, LLC | 3 | 1 | 0.04% | 0.10% | 0.27% | Q2 2013 | Q1 2016 | 4 |
Private Capital Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q1 2021 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
SPINNAKER CAPITAL LTD | 2 | 1 | 15.26% | 27.20% | 42.31% | Q3 2014 | Q4 2021 | 4 |
TIFF ADVISORY SERVICES, LLC | 4 | 4 | 0.45% | 0.78% | 1.30% | Q2 2013 | Q1 2014 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.08% | 0.32% | 0.72% | Q1 2020 | Q2 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.56% | 0.71% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Commonwealth Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
NewEdge Wealth, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.33% | 0.39% | 0.46% | Q1 2023 | Q3 2023 | 3 |
KLR INVESTMENT ADVISORS, LLC | 2 | 1 | 0.36% | 0.46% | 0.66% | Q4 2022 | Q3 2023 | 3 |
DSAM Partners (London) Ltd | 1 | 1 | 0.42% | 0.57% | 0.80% | Q3 2017 | Q1 2019 | 3 |
VAN STRUM & TOWNE INC. | 3 | 3 | 0.80% | 0.84% | 0.87% | Q1 2014 | Q3 2014 | 3 |
Detwiler Fenton Investment Management LLC | 2 | 1 | 0.29% | 1.05% | 2.57% | Q4 2009 | Q3 2011 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2014 | 3 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.80% | 0.82% | 0.85% | Q4 2014 | Q2 2017 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
SpiderRock Advisors, LLC | 2 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q3 2018 | 3 |
CPMG Inc | 2 | 1 | 0.92% | 1.08% | 1.23% | Q3 2018 | Q4 2019 | 3 |
Pinnacle Summer Investments, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2015 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.00% | 0.07% | 0.14% | Q4 2013 | Q3 2014 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q4 2018 | Q4 2022 | 3 |
Nokota Management, LP | 2 | 1 | 0.37% | 0.51% | 0.66% | Q3 2017 | Q4 2021 | 3 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2022 | 3 |
Trium Capital LLP | 3 | 3 | 0.08% | 0.42% | 0.87% | Q4 2022 | Q2 2023 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2013 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2014 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2015 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
CARLSON CAPITAL L P | 2 | 1 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q4 2020 | 3 |
Ally Financial Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
GHP Investment Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
COWEN AND COMPANY, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2020 | 3 |
Global Wealth Management Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BASSO CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2016 | Q3 2016 | 3 |
WRAPMANAGER INC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 3 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.04% | 0.09% | 0.13% | Q4 2016 | Q3 2017 | 3 |
Platte River Capital LLC | 3 | 3 | 0.03% | 0.08% | 0.12% | Q1 2014 | Q3 2014 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.03% | 0.22% | 0.59% | Q3 2014 | Q1 2017 | 3 |
DAVENPORT & Co LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
MU Investments Co., Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Annex Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Smith Group Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Hexavest Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
RIVERSVILLE CAPITAL, INC. | 3 | 3 | 0.02% | 0.16% | 0.24% | Q2 2013 | Q4 2013 | 3 |
Pine River Capital Management L.P. | 2 | 1 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q3 2016 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q1 2023 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Lombard Odier & Cie (Bahamas) Ltd | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2015 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2016 | 3 |
AXQ CAPITAL, LP | 2 | 1 | 0.16% | 0.23% | 0.37% | Q4 2022 | Q3 2023 | 3 |
Atria Investments, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 3 |
MEEDER ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q1 2014 | 3 |
S.E.E.D. Planning Group LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 0.22% | 0.55% | 1.07% | Q2 2018 | Q3 2018 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.04% | 0.10% | 0.23% | Q1 2023 | Q3 2023 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.26% | 0.28% | 0.29% | Q1 2017 | Q3 2017 | 3 |
Turiya Advisors Asia Ltd | 2 | 1 | 12.54% | 14.20% | 17.52% | Q4 2022 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Bienville Capital Management, LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2015 | Q1 2016 | 3 |
Heron Bay Capital Management | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
HERNDON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.12% | 0.17% | Q1 2014 | Q1 2015 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q2 2018 | 3 |
Whitnell & Co. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 3 |
ETRADE Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 3 |
Jupiter Investment Management Ltd | 2 | 1 | 0.00% | 0.09% | 0.15% | Q2 2015 | Q1 2020 | 3 |
Gemsstock Ltd. | 1 | 1 | 14.73% | 18.87% | 23.50% | Q4 2019 | Q4 2022 | 3 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.16% | 0.36% | Q3 2018 | Q2 2019 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.14% | 0.28% | Q3 2018 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q2 2018 | 3 |
TRILOGY GLOBAL ADVISORS LP | 3 | 3 | 0.37% | 0.82% | 1.06% | Q2 2013 | Q4 2013 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2012 | Q2 2013 | 3 |
Odey Asset Management Group Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Nippon Life Global Investors Americas, Inc. | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Front Row Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.03% | 0.05% | 0.05% | Q4 2020 | Q4 2022 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 3 |
GAVEA INVESTIMENTOS LTDA | 2 | 1 | 7.53% | 8.85% | 10.09% | Q4 2019 | Q4 2020 | 3 |
Metis Global Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Freestone Capital Holdings, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2011 | Q4 2011 | 3 |
Vermillion Asset Management LLC | 2 | 2 | 0.10% | 0.64% | 1.57% | Q3 2013 | Q4 2013 | 3 |
Fiduciary Trust Co International of Pennsylvania | 3 | 3 | 0.05% | 0.08% | 0.15% | Q1 2014 | Q3 2014 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 3 | 0.21% | 0.25% | 0.28% | Q2 2021 | Q4 2021 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2015 | 3 |
Nevsky Capital LLP | 3 | 3 | 1.51% | 2.83% | 4.33% | Q3 2013 | Q1 2014 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.19% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.13% | 0.16% | 0.19% | Q3 2013 | Q1 2014 | 3 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.00% | 0.05% | 0.08% | Q1 2015 | Q1 2015 | 3 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q2 2020 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Harbour Capital Advisors, LLC | 3 | 3 | 0.12% | 0.18% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Haafor (Singapore) Pte. Ltd. | 3 | 3 | 0.32% | 0.40% | 0.50% | Q1 2020 | Q3 2020 | 3 |
Greylin Investment Management, Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2014 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.06% | 0.28% | 0.64% | Q2 2014 | Q1 2020 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Argentus Capital Management, LLC | 3 | 3 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q4 2013 | 3 |
Lyxor Asset Management Inc. | 3 | 3 | 12.50% | 16.78% | 21.59% | Q1 2019 | Q3 2019 | 3 |
Baldwin Investment Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 1 | 1 | 0.08% | 0.14% | 0.22% | Q3 2022 | Q3 2023 | 3 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 3 |
Sparta 24 Ltd. | 2 | 2 | 2.68% | 2.72% | 2.75% | Q4 2022 | Q1 2023 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2018 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.25% | 0.38% | 0.51% | Q3 2015 | Q4 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2016 | Q3 2016 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.49% | 0.57% | 0.65% | Q2 2022 | Q3 2022 | 2 |
Leap Investments LP | 1 | 1 | 0.25% | 0.28% | 0.31% | Q4 2019 | Q2 2020 | 2 |
Joel Isaacson & Co., LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Jabre Capital Partners S.A. | 1 | 1 | 0.38% | 0.51% | 0.63% | Q1 2014 | Q3 2016 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.29% | 0.33% | 0.36% | Q3 2019 | Q4 2019 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.29% | 0.34% | 0.40% | Q3 2022 | Q4 2022 | 2 |
Ascent Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2016 | Q1 2017 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Intersect Capital LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2022 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.69% | 0.71% | 0.74% | Q2 2022 | Q3 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 1.19% | 1.57% | 1.96% | Q2 2016 | Q3 2022 | 2 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Altman Advisors, Inc. | 1 | 1 | 0.00% | 0.54% | 1.08% | Q1 2023 | Q3 2023 | 2 |
Alken Asset Management Ltd | 2 | 2 | 27.65% | 30.95% | 34.26% | Q1 2022 | Q2 2022 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q1 2019 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Tradeworx Inc. | 2 | 2 | 0.13% | 1.59% | 3.04% | Q2 2014 | Q3 2014 | 2 |
Keystone Financial Group | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.09% | 0.38% | 0.66% | Q3 2014 | Q2 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADAMS HILL CAPITAL LLC | 1 | 1 | 6.38% | 8.10% | 9.82% | Q3 2014 | Q3 2014 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.22% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2019 | 2 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
ACG Wealth | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
CLEARBRIDGE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Crystalline Management Inc. | 1 | 1 | 0.58% | 0.76% | 0.94% | Q4 2022 | Q3 2023 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Corient Capital Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 2 |
Senator Investment Group LP | 2 | 2 | 1.18% | 1.38% | 1.58% | Q1 2015 | Q2 2015 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 2 |
NWAM LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Northern Cross, LLC | 1 | 1 | 0.01% | 3.30% | 6.59% | Q2 2013 | Q4 2013 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Brenner West Capital Advisors | 2 | 2 | 1.80% | 2.64% | 3.49% | Q1 2015 | Q2 2015 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
Frontier Wealth Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2018 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 2 | 2 | 0.89% | 0.90% | 0.92% | Q1 2015 | Q2 2015 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q4 2019 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.08% | 0.29% | 0.50% | Q2 2013 | Q2 2015 | 2 |
Trust Investment Advisors | 2 | 2 | 0.30% | 0.38% | 0.45% | Q4 2013 | Q1 2014 | 2 |
Sloane Robinson LLP | 1 | 1 | 0.74% | 2.41% | 4.08% | Q3 2017 | Q4 2018 | 2 |
TB Alternative Assets Ltd. | 1 | 1 | 0.21% | 0.72% | 1.22% | Q2 2020 | Q2 2022 | 2 |
HM PAYSON & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
BRANDES INVESTMENT PARTNERS, LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.46% | 0.50% | 0.54% | Q2 2018 | Q3 2018 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 2 |
MIG Capital, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Ronit Capital LLP | 1 | 1 | 0.15% | 1.23% | 2.32% | Q1 2021 | Q1 2022 | 2 |
Shilanski & Associates, Inc. | 1 | 1 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
P&S Credit Management, L.P. | 1 | 1 | 1.48% | 1.63% | 1.78% | Q1 2023 | Q3 2023 | 2 |
CWA Asset Management Group, LLC | 2 | 2 | 0.73% | 0.80% | 0.86% | Q2 2023 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q2 2014 | 2 |
THOMPSON DAVIS & CO., INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 2 |
DOW CHEMICAL CO /DE/ | 1 | 1 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q3 2014 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q2 2014 | 2 |
TPH Asset Management, LLC | 2 | 2 | 0.10% | 0.23% | 0.36% | Q1 2016 | Q2 2016 | 2 |
COURIER CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Gordian Capital Singapore Pte Ltd | 2 | 2 | 0.01% | 0.36% | 0.70% | Q1 2022 | Q2 2022 | 2 |
Aravt Global | 2 | 2 | 4.52% | 5.15% | 5.79% | Q1 2015 | Q2 2015 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.42% | 0.43% | 0.45% | Q4 2021 | Q1 2022 | 2 |
Islet Management, LP | 1 | 1 | 0.32% | 0.94% | 1.56% | Q2 2019 | Q1 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2019 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q1 2019 | 2 |
Ergoteles LLC | 1 | 1 | 0.02% | 0.10% | 0.18% | Q2 2021 | Q2 2022 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
Amici Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Castle Hook Partners LP | 2 | 2 | 0.49% | 1.07% | 1.65% | Q3 2019 | Q4 2019 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.47% | 1.47% | 2.47% | Q2 2014 | Q2 2014 | 2 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 1.87% | 3.39% | 4.92% | Q1 2015 | Q1 2015 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Fore Research & Management, LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2014 | Q3 2015 | 2 |
CARRET ASSET MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2013 | 2 |
PDT Partners, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2013 | Q2 2015 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 2.48% | 2.53% | 2.57% | Q1 2016 | Q3 2016 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
National Wealth Management Group, LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Alden Global Capital LLC | 2 | 2 | 3.43% | 4.90% | 6.37% | Q1 2016 | Q2 2016 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Convector Capital Management, LP | 2 | 2 | 1.77% | 1.84% | 1.90% | Q4 2015 | Q1 2016 | 2 |
Sarasin & Partners LLP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2017 | Q2 2017 | 1 |
CHANNEL WEALTH LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2023 | Q1 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Accuvest Global Advisors | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
RIT CAPITAL PARTNERS PLC | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2020 | Q1 2020 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lumina Fund Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2014 | Q3 2014 | 1 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Dynamic Capital Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
SOUND ENERGY PARTNERS, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
GLG LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Emerging Variant Capital Management LP | 1 | 1 | 5.84% | 5.84% | 5.84% | Q1 2022 | Q1 2022 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HOWARD HUGHES MEDICAL INSTITUTE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q4 2020 | Q4 2020 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2015 | Q2 2015 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EPACRIA CAPITAL PARTNERS, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2017 | Q4 2017 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
HighVista Strategies LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 3.49% | 3.49% | 3.49% | Q1 2022 | Q1 2022 | 1 |
Ledyard National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Duquesne Family Office | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2014 | Q2 2014 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2015 | Q1 2015 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Truxt Investmentos Ltda. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Euclid Advisors LLC | 1 | 1 | 4.86% | 4.86% | 4.86% | Q4 2016 | Q4 2016 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 6.26% | 6.26% | 6.26% | Q4 2022 | Q4 2022 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Artha Capital Management, Inc. | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2014 | Q2 2014 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SCP Investment, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2014 | Q2 2014 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
AMS Capital Ltda | 1 | 1 | 3.78% | 3.78% | 3.78% | Q4 2018 | Q4 2018 | 1 |
McAdams Wright Ragen, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
PARA ADVISORS LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2015 | Q1 2015 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2014 | Q2 2014 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2020 | Q4 2020 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
HHG & Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Gruss Capital Management LP | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2013 | Q4 2013 | 1 |
AllSquare Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2015 | Q3 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
OTA LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2014 | Q2 2014 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2019 | Q1 2019 | 1 |
Greytown Advisors Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Tyrian Investments, L.P. | 1 | 1 | 2.78% | 2.78% | 2.78% | Q1 2015 | Q1 2015 | 1 |
BOSTON ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2019 | Q3 2019 | 1 |
Cape Ann Asset Management Ltd | 1 | 1 | 1.42% | 1.42% | 1.42% | Q1 2020 | Q1 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
BBVA USA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PointState Capital LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2020 | Q4 2020 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
ANTIPODES PARTNERS Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tech Square Trading LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2019 | Q1 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Summit X, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Alden Global Capital Ltd | 1 | 1 | 11.43% | 11.43% | 11.43% | Q4 2014 | Q4 2014 | 1 |
Baystate Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Woodline Partners LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Jenkins Wealth | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2015 | Q1 2015 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
Centre Asset Management, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q1 2022 | Q1 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2019 | Q2 2019 | 1 |
GREAT VALLEY ADVISOR GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2013 | Q3 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Nepsis Inc. | 1 | 1 | 5.06% | 5.06% | 5.06% | Q1 2022 | Q1 2022 | 1 |
Natixis Investment Managers International | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2014 | Q2 2014 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2014 | Q4 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
COMPTON CAPITAL MANAGEMENT INC /RI | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Fusion Family Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Friedberg Investment Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COZAD ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Five Oceans Asset Management LTD | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2012 | Q1 2012 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Maxi Investments CY Ltd | 1 | 1 | 1.87% | 1.87% | 1.87% | Q3 2022 | Q3 2022 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Crestline Management, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2023 | Q3 2023 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Sciencast Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Blackhawk Capital Partners LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SUNTRUST BANKS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Mount Lucas Management LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2013 | Q3 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
Orbis Allan Gray Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
KEELEY ASSET MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2015 | Q2 2015 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
IFC Holdings Incorporated/FL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q2 2021 | Q2 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own PETROLEO BRASILEIRO SA PETRO or have owned PETROLEO BRASILEIRO SA PETRO in the past.