Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 29 | 10 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 97 |
Citadel Advisors | 39 | 39 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q3 2023 | 72 |
Cutler Group LLC / CA | 14 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2021 | 46 |
METROPOLITAN LIFE INSURANCE CO/NY | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
PRUDENTIAL FINANCIAL INC | 41 | 41 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q3 2023 | 41 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
GEODE CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 41 |
BlackRock Inc. | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
DUBUQUE BANK & TRUST CO | 41 | 41 | 0.00% | 0.14% | 0.27% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Daiwa Securities Group Inc. | 41 | 41 | 0.00% | 0.06% | 0.26% | Q3 2013 | Q3 2023 | 41 |
STRS OHIO | 41 | 41 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 41 |
STATE STREET CORP | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
BARCLAYS PLC | 41 | 41 | 0.00% | 0.00% | 0.04% | Q3 2013 | Q3 2023 | 41 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Bank of New York Mellon Corp | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2023 | 41 |
Mitsubishi UFJ Asset Management Co., Ltd. | 41 | 41 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 41 |
Asset Management One Co., Ltd. | 41 | 41 | 0.01% | 0.04% | 0.11% | Q3 2013 | Q3 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
VANGUARD GROUP INC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
CITIGROUP INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 41 |
GOLDMAN SACHS GROUP INC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
RHUMBLINE ADVISERS | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
BANK OF MONTREAL /CAN/ | 38 | 2 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 40 | 40 | 0.00% | 0.14% | 0.57% | Q4 2013 | Q3 2023 | 40 |
WELLS FARGO & COMPANY/MN | 40 | 40 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 10 | 0.01% | 0.02% | 0.09% | Q4 2013 | Q3 2023 | 39 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
PRICE T ROWE ASSOCIATES INC /MD/ | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 39 | 39 | 0.02% | 0.59% | 1.11% | Q1 2014 | Q3 2023 | 39 |
Pensionfund DSM Netherlands | 39 | 39 | 0.06% | 0.35% | 0.96% | Q2 2014 | Q4 2023 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 38 |
SECURIAN ASSET MANAGEMENT, INC | 38 | 38 | 0.01% | 0.15% | 0.41% | Q2 2014 | Q3 2023 | 38 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 38 | 0.00% | 0.02% | 0.08% | Q2 2014 | Q3 2023 | 38 |
NOMURA ASSET MANAGEMENT CO LTD | 38 | 38 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 38 |
ROYAL BANK OF CANADA | 36 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 38 |
AXA S.A. | 38 | 38 | 0.00% | 0.06% | 0.09% | Q2 2014 | Q3 2023 | 38 |
VOYA INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2023 | 38 |
AQR Capital Management | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 37 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 37 | 37 | 0.01% | 0.51% | 0.86% | Q3 2014 | Q3 2023 | 37 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 37 |
MACQUARIE GROUP LTD | 36 | 36 | 0.00% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Swiss National Bank | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Tekla Capital Management LLC | 36 | 36 | 0.09% | 0.38% | 0.97% | Q3 2014 | Q2 2023 | 36 |
MAIRS & POWER INC | 36 | 36 | 0.02% | 0.11% | 0.21% | Q4 2014 | Q3 2023 | 36 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
ProShare Advisors LLC | 32 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Invesco Ltd. | 36 | 36 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2023 | 36 |
HEITMAN REAL ESTATE SECURITIES LLC | 21 | 3 | 0.66% | 1.71% | 2.91% | Q2 2014 | Q3 2023 | 36 |
STATE OF WISCONSIN INVESTMENT BOARD | 36 | 36 | 0.01% | 0.04% | 0.07% | Q4 2014 | Q3 2023 | 36 |
ALLIANCEBERNSTEIN L.P. | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
MCKINLEY CAPITAL MANAGEMENT LLC | 36 | 36 | 0.02% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HSBC HOLDINGS PLC | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Pensionfund Sabic | 36 | 36 | 0.06% | 0.17% | 0.26% | Q1 2015 | Q4 2023 | 36 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 35 |
SG Americas Securities, LLC | 31 | 4 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
GUGGENHEIM CAPITAL LLC | 33 | 2 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 35 |
HighTower Advisors, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 34 |
DIMENSIONAL FUND ADVISORS LP | 34 | 34 | 0.00% | 0.02% | 0.02% | Q2 2015 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 11 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 34 |
HUNTINGTON NATIONAL BANK | 27 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 34 |
SIT INVESTMENT ASSOCIATES INC | 34 | 34 | 0.02% | 0.21% | 0.70% | Q2 2015 | Q3 2023 | 34 |
PRINCIPAL FINANCIAL GROUP INC | 32 | 2 | 0.00% | 0.07% | 0.21% | Q1 2015 | Q3 2023 | 34 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
SFMG, LLC | 33 | 33 | 0.25% | 0.39% | 0.54% | Q3 2015 | Q3 2023 | 33 |
Cambridge Investment Research Advisors, Inc. | 33 | 33 | 0.01% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
JPMORGAN CHASE & CO | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
JANUS HENDERSON GROUP PLC | 32 | 32 | 0.00% | 0.03% | 0.12% | Q4 2015 | Q3 2023 | 32 |
STIFEL FINANCIAL CORP | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
NISA INVESTMENT ADVISORS, LLC | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 31 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q2 2022 | 32 |
State of Alaska, Department of Revenue | 31 | 31 | 0.00% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 31 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
IndexIQ Advisors LLC | 31 | 31 | 0.04% | 0.09% | 0.18% | Q3 2014 | Q1 2022 | 31 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2022 | 31 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Baird Financial Group, Inc. | 31 | 31 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
TRUST CO OF VERMONT | 24 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 31 |
AMALGAMATED BANK | 31 | 31 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 31 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 16 | 15 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2022 | 31 |
GW&K Investment Management, LLC | 30 | 30 | 0.26% | 0.40% | 0.69% | Q2 2016 | Q3 2023 | 30 |
Neuberger Berman Group LLC | 30 | 30 | 0.00% | 0.00% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Ameritas Investment Partners, Inc. | 30 | 30 | 0.01% | 0.04% | 0.10% | Q2 2016 | Q3 2023 | 30 |
NATIXIS ADVISORS, L.P. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 25 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 30 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 30 |
FMR LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
SEI INVESTMENTS CO | 17 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.04% | 0.23% | Q4 2015 | Q3 2023 | 29 |
AMP Capital Investors Ltd | 29 | 29 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q1 2022 | 29 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 29 | 29 | 0.02% | 0.13% | 0.31% | Q3 2013 | Q3 2020 | 29 |
REGIONS FINANCIAL CORP | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
WESTPAC BANKING CORP | 23 | 2 | 0.01% | 0.11% | 0.30% | Q4 2014 | Q1 2023 | 29 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 16 | 13 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 29 |
RMR Advisors LLC | 29 | 29 | 0.29% | 1.19% | 1.66% | Q3 2013 | Q3 2020 | 29 |
NORGES BANK | 28 | 28 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
DELTA ASSET MANAGEMENT LLC/TN | 24 | 4 | 0.01% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 24 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 26 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 27 |
PEAK6 Group LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 27 |
FRANKLIN RESOURCES INC | 18 | 9 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 27 |
ASSETMARK, INC | 27 | 27 | 0.00% | 0.02% | 0.11% | Q2 2016 | Q4 2022 | 27 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Diversified Trust Co | 26 | 26 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2023 | 26 |
PINNACLE ASSOCIATES LTD | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 26 |
PROFUND ADVISORS LLC | 14 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 25 | 25 | 0.13% | 0.20% | 0.26% | Q3 2017 | Q3 2023 | 25 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 25 |
OPTIMUM INVESTMENT ADVISORS | 20 | 5 | 0.01% | 0.05% | 0.12% | Q2 2016 | Q4 2023 | 25 |
Global Retirement Partners, LLC | 15 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
Parallel Advisors, LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
AMERICAN CENTURY COMPANIES INC | 17 | 1 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 25 |
Sapience Investments, LLC | 25 | 25 | 1.26% | 1.76% | 2.37% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q3 2021 | 25 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 1 | 0.00% | 0.03% | 0.07% | Q4 2014 | Q4 2022 | 25 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 19 | 6 | 0.04% | 0.09% | 0.14% | Q3 2016 | Q3 2023 | 25 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.02% | 0.11% | Q2 2014 | Q3 2023 | 25 |
LPL Financial LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 24 |
Polaris Capital Management, LLC | 24 | 24 | 0.03% | 0.14% | 0.28% | Q1 2015 | Q4 2020 | 24 |
COHEN & STEERS, INC. | 24 | 24 | 0.00% | 0.30% | 0.74% | Q2 2014 | Q1 2020 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
CRAWFORD INVESTMENT COUNSEL INC | 24 | 24 | 0.03% | 0.45% | 0.74% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
HOWE & RUSLING INC | 18 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2021 | 23 |
TEACHERS ADVISORS, LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2019 | 23 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 23 |
People's United Financial, Inc. | 23 | 23 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q1 2022 | 23 |
Rehmann Capital Advisory Group | 15 | 8 | 0.06% | 0.14% | 0.25% | Q4 2017 | Q3 2023 | 23 |
D. E. Shaw & Co., Inc. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2022 | 23 |
Clean Yield Group | 23 | 23 | 0.99% | 2.09% | 2.92% | Q1 2018 | Q3 2023 | 23 |
Ceredex Value Advisors LLC | 23 | 23 | 0.16% | 0.52% | 0.87% | Q1 2018 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 10 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 23 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 23 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 23 |
SEGALL BRYANT & HAMILL, LLC | 15 | 7 | 0.08% | 0.22% | 0.37% | Q1 2018 | Q3 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 22 |
American Assets Investment Management, LLC | 22 | 22 | 0.07% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Sippican Capital Advisors | 22 | 22 | 0.24% | 0.87% | 1.68% | Q2 2018 | Q3 2023 | 22 |
KBC Group NV | 20 | 2 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 22 |
THOMPSON SIEGEL & WALMSLEY LLC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2019 | 22 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
CIM INVESTMENT MANAGEMENT INC | 12 | 10 | 0.07% | 0.12% | 0.21% | Q2 2017 | Q3 2023 | 22 |
OppenheimerFunds, Inc. | 22 | 22 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q4 2018 | 22 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
abrdn plc | 12 | 9 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 21 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2021 | 20 |
Kovitz Investment Group Partners, LLC | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
B. Riley Wealth Management, Inc. | 9 | 1 | 0.00% | 0.73% | 2.70% | Q1 2014 | Q2 2022 | 20 |
FEDERATED HERMES, INC. | 17 | 3 | 0.00% | 0.04% | 0.14% | Q1 2016 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 20 | 20 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Advisors Asset Management, Inc. | 11 | 9 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 15 | 5 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2023 | 20 |
Employees Retirement System of Texas | 12 | 3 | 0.00% | 0.05% | 0.15% | Q3 2014 | Q3 2023 | 20 |
M&T BANK CORP | 15 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.05% | 0.15% | Q1 2015 | Q3 2023 | 19 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q1 2016 | Q3 2023 | 19 |
Cetera Advisor Networks LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 13 | 6 | 0.05% | 0.41% | 1.21% | Q4 2013 | Q2 2021 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
BNP Paribas Asset Management Holding S.A. | 19 | 19 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2020 | 19 |
AdvisorNet Financial, Inc | 13 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 19 |
Aperio Group, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q4 2020 | 18 |
Uniplan Investment Counsel, Inc. | 16 | 2 | 0.10% | 1.00% | 1.38% | Q2 2015 | Q4 2021 | 18 |
Edge Wealth Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2020 | 18 |
Mariner, LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 8 | 2 | 0.98% | 1.43% | 1.97% | Q2 2016 | Q2 2022 | 18 |
COMERICA BANK | 18 | 18 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2022 | 18 |
B. Riley Wealth Advisors, Inc. | 13 | 5 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
QUADRANT CAPITAL GROUP LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.00% | 0.06% | 0.25% | Q1 2016 | Q2 2022 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 18 |
KNOTT DAVID M | 18 | 18 | 0.09% | 0.27% | 0.53% | Q3 2013 | Q4 2017 | 18 |
TELEMUS CAPITAL, LLC | 16 | 2 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q1 2021 | 18 |
Atlantic Union Bankshares Corp | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Neo Ivy Capital Management | 13 | 2 | 0.00% | 0.27% | 0.65% | Q4 2018 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q1 2022 | 18 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.01% | 0.03% | 0.20% | Q2 2015 | Q3 2023 | 17 |
WESTWOOD HOLDINGS GROUP INC | 17 | 17 | 0.01% | 0.21% | 0.42% | Q1 2017 | Q1 2021 | 17 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2022 | 17 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.07% | 0.15% | Q3 2019 | Q3 2023 | 17 |
MANNING & NAPIER ADVISORS LLC | 17 | 17 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q3 2017 | 17 |
Capital Analysts, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2021 | 17 |
CREDIT AGRICOLE S A | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2017 | 17 |
BerganKDV Wealth Management, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 17 |
Creative Planning | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 17 |
Harvest Fund Management Co., Ltd | 17 | 17 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2020 | 17 |
Avior Wealth Management, LLC | 12 | 5 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2023 | 17 |
HM PAYSON & CO | 13 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
EII CAPITAL MANAGEMENT, INC. | 17 | 17 | 0.07% | 0.31% | 0.54% | Q3 2017 | Q3 2021 | 17 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
JAMES INVESTMENT RESEARCH INC | 9 | 7 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Sound Income Strategies, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TCI Wealth Advisors, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 16 |
LORD, ABBETT & CO. LLC | 11 | 5 | 0.01% | 0.15% | 0.29% | Q1 2015 | Q2 2023 | 16 |
HL FINANCIAL SERVICES LLC | 11 | 5 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2019 | 16 |
FORSTA AP-FONDEN | 16 | 16 | 0.01% | 0.05% | 0.09% | Q1 2016 | Q4 2019 | 16 |
STEPHENS INC /AR/ | 16 | 16 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2021 | 16 |
CLOUGH CAPITAL PARTNERS L P | 9 | 7 | 0.02% | 0.30% | 1.15% | Q1 2016 | Q4 2021 | 16 |
Nationwide Fund Advisors | 11 | 5 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2017 | 16 |
LeJeune Puetz Investment Counsel LLC | 16 | 16 | 0.18% | 0.22% | 0.28% | Q2 2019 | Q1 2023 | 16 |
ANDERSON HOAGLAND & CO | 15 | 15 | 0.53% | 0.85% | 1.32% | Q3 2013 | Q1 2017 | 15 |
FIRST MERCANTILE TRUST CO | 13 | 2 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2021 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Oxbow Advisors, LLC | 15 | 15 | 0.69% | 1.05% | 1.60% | Q1 2020 | Q3 2023 | 15 |
TORONTO DOMINION BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Brookfield Asset Management | 5 | 1 | 0.08% | 0.39% | 0.86% | Q1 2016 | Q4 2021 | 15 |
Crow Point Partners, LLC | 9 | 3 | 0.43% | 0.67% | 1.20% | Q1 2014 | Q3 2018 | 15 |
Smithfield Trust Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 15 |
PRUDENTIAL PLC | 10 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q4 2022 | 15 |
Keebeck Wealth Management, LLC | 15 | 15 | 0.03% | 0.12% | 0.34% | Q4 2019 | Q2 2023 | 15 |
Texas Yale Capital Corp. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
IMPAX ASSET MANAGEMENT LLC | 15 | 15 | 0.17% | 0.50% | 0.84% | Q3 2014 | Q1 2018 | 15 |
Cipher Capital LP | 10 | 1 | 0.03% | 0.11% | 0.25% | Q1 2015 | Q1 2021 | 15 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 15 | 15 | 0.10% | 0.21% | 0.43% | Q1 2020 | Q3 2023 | 15 |
SHELTON CAPITAL MANAGEMENT | 14 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 15 |
LAZARD ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Channing Capital Management, LLC | 9 | 1 | 0.33% | 1.57% | 2.69% | Q3 2019 | Q3 2023 | 15 |
NJ State Employees Deferred Compensation Plan | 15 | 15 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 14 | 14 | 0.02% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BlackRock Investment Management, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Balentine LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2020 | 14 |
BROWN BROTHERS HARRIMAN & CO | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
BlackRock Fund Advisors | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
Manning & Napier Group, LLC | 12 | 2 | 0.02% | 0.06% | 0.11% | Q4 2017 | Q3 2023 | 14 |
MARATHON CAPITAL MANAGEMENT | 14 | 14 | 0.36% | 0.93% | 2.08% | Q2 2020 | Q3 2023 | 14 |
Retirement Systems of Alabama | 14 | 14 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.05% | 0.10% | Q4 2017 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BESSEMER GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 14 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
BlackRock Japan Co. Ltd | 14 | 14 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2016 | 14 |
PGGM Investments | 14 | 14 | 0.24% | 0.46% | 0.66% | Q3 2016 | Q4 2019 | 14 |
SYMONS CAPITAL MANAGEMENT INC | 14 | 14 | 0.09% | 0.12% | 0.16% | Q1 2018 | Q2 2021 | 14 |
BlackRock Institutional Trust Company, N.A. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 14 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Louisiana State Employees Retirement System | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Barings Real Estate Advisers LLC | 14 | 14 | 0.19% | 1.28% | 3.29% | Q3 2013 | Q4 2016 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IBEX WEALTH ADVISORS | 13 | 1 | 0.50% | 0.65% | 0.75% | Q1 2020 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2019 | 14 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Alyeska Investment Group, L.P. | 5 | 1 | 0.00% | 0.06% | 0.13% | Q2 2014 | Q1 2023 | 14 |
BLACKROCK ADVISORS LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2016 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 11 | 3 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2022 | 14 |
FORTALEZA ASSET MANAGEMENT INC/ | 14 | 14 | 0.10% | 0.27% | 0.73% | Q3 2014 | Q4 2017 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 14 | 14 | 0.06% | 0.07% | 0.08% | Q1 2017 | Q2 2020 | 14 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Truvestments Capital LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2022 | 13 |
Redpoint Investment Management Pty Ltd | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 13 |
Shinko Asset Management Co., Ltd. | 13 | 13 | 0.00% | 0.02% | 0.22% | Q3 2013 | Q3 2016 | 13 |
WHITE PINE CAPITAL LLC | 13 | 13 | 0.14% | 0.30% | 0.40% | Q3 2013 | Q3 2016 | 13 |
PANAGORA ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2021 | 13 |
Ranger Global Real Estate Advisors, LLC | 13 | 13 | 0.64% | 2.38% | 4.63% | Q4 2016 | Q4 2019 | 13 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 13 |
OLD NATIONAL BANCORP /IN/ | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2021 | 13 |
1492 Capital Management LLC | 6 | 1 | 0.11% | 0.80% | 2.23% | Q4 2013 | Q2 2023 | 13 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.00% | 0.11% | 0.21% | Q3 2018 | Q4 2022 | 13 |
ASSET MANAGEMENT CORP /IL/ /ADV | 12 | 1 | 0.10% | 0.14% | 0.29% | Q4 2019 | Q1 2023 | 13 |
SANDLER CAPITAL MANAGEMENT | 10 | 3 | 0.02% | 0.25% | 0.78% | Q1 2016 | Q3 2019 | 13 |
AGF Investments LLC | 10 | 1 | 0.00% | 0.02% | 0.13% | Q2 2017 | Q3 2022 | 13 |
MERIDIAN INVESTMENT COUNSEL INC. | 13 | 13 | 0.12% | 0.57% | 0.80% | Q3 2020 | Q3 2023 | 13 |
ARDSLEY ADVISORY PARTNERS LP | 13 | 13 | 0.59% | 1.65% | 2.56% | Q3 2013 | Q3 2016 | 13 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 11 | 2 | 0.05% | 0.69% | 1.18% | Q1 2020 | Q3 2023 | 13 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 9 | 1 | 0.04% | 0.31% | 0.73% | Q2 2017 | Q1 2022 | 13 |
Boston Trust Walden Corp | 13 | 13 | 0.16% | 0.44% | 0.74% | Q3 2020 | Q3 2023 | 13 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 8 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Parallax Volatility Advisers, L.P. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 13 |
THOMPSON DAVIS & CO., INC. | 9 | 1 | 0.01% | 0.18% | 1.55% | Q4 2013 | Q1 2022 | 13 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 13 | 13 | 0.01% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
American Portfolios Advisors | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
AMG National Trust Bank | 9 | 3 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
BEACON FINANCIAL GROUP | 12 | 12 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Steward Partners Investment Advisory, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
ISTHMUS PARTNERS, LLC | 12 | 12 | 0.86% | 1.34% | 1.66% | Q4 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
DekaBank Deutsche Girozentrale | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
MACKENZIE FINANCIAL CORP | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 12 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.04% | 0.13% | 0.24% | Q2 2014 | Q1 2019 | 12 |
Monarch Partners Asset Management LLC | 8 | 4 | 0.16% | 0.61% | 1.52% | Q4 2014 | Q4 2020 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Rockefeller Capital Management L.P. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Granite Point Capital Management, L.P. | 9 | 3 | 0.31% | 1.09% | 2.03% | Q4 2013 | Q4 2016 | 12 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 12 | 0.05% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
LaSalle Street Capital Management, LLC | 12 | 12 | 0.18% | 0.32% | 0.42% | Q4 2016 | Q3 2019 | 12 |
Mirae Asset Global Investments Co., Ltd. | 11 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 12 |
Barry Investment Advisors, LLC | 12 | 12 | 0.13% | 0.29% | 0.39% | Q4 2020 | Q3 2023 | 12 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.03% | 0.10% | Q2 2017 | Q3 2022 | 12 |
Nicholas Investment Partners, LP | 7 | 1 | 0.02% | 0.19% | 0.41% | Q3 2014 | Q3 2020 | 12 |
RUSSELL FRANK CO/ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2016 | 11 |
LVZ, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
MEEDER ASSET MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2020 | Q3 2022 | 11 |
Epoch Investment Partners, Inc. | 4 | 3 | 0.03% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 11 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2022 | 11 |
GREENWOOD CAPITAL ASSOCIATES LLC | 11 | 11 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q2 2020 | 11 |
HMS Capital Management, LLC | 6 | 6 | 0.02% | 0.25% | 0.88% | Q3 2016 | Q4 2017 | 11 |
CARRET ASSET MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 11 |
Center for Financial Planning, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Hexavest Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
Allworth Financial LP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 11 |
COLONY GROUP LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2022 | 11 |
KENNEDY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.23% | 0.36% | Q3 2018 | Q1 2021 | 11 |
PICTET ASSET MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
EXANE DERIVATIVES | 11 | 11 | 0.00% | 0.00% | 0.04% | Q4 2019 | Q2 2022 | 11 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Penserra Capital Management LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 10 |
Friedberg Investment Management | 5 | 5 | 0.24% | 0.33% | 0.59% | Q2 2014 | Q2 2017 | 10 |
Point72 Asset Management, L.P. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.04% | 0.04% | Q2 2010 | Q3 2023 | 10 |
MERCER GLOBAL ADVISORS INC /ADV | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
FULLER & THALER ASSET MANAGEMENT, INC. | 7 | 3 | 0.00% | 0.40% | 0.73% | Q2 2017 | Q3 2023 | 10 |
Geneos Wealth Management Inc. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 10 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 10 |
Holocene Advisors, LP | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 10 |
BARINGS LLC | 10 | 10 | 0.12% | 0.50% | 1.33% | Q1 2017 | Q2 2019 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q4 2022 | 10 |
REAL ESTATE MANAGEMENT SERVICES LLC | 7 | 3 | 0.36% | 1.94% | 3.15% | Q4 2013 | Q4 2021 | 10 |
CIBC WORLD MARKETS CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
OBERWEIS ASSET MANAGEMENT INC/ | 10 | 10 | 0.09% | 0.22% | 0.38% | Q4 2017 | Q1 2020 | 10 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 7 | 2 | 0.16% | 0.24% | 0.59% | Q3 2013 | Q3 2016 | 9 |
CHARTWELL INVESTMENT PARTNERS, LLC | 9 | 9 | 0.01% | 0.07% | 0.10% | Q4 2018 | Q4 2020 | 9 |
Capital Financial Services, LLC | 9 | 9 | 0.45% | 0.54% | 0.64% | Q4 2020 | Q4 2022 | 9 |
ONTARIO TEACHERS PENSION PLAN BOARD | 7 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 9 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.06% | 0.17% | Q4 2014 | Q4 2019 | 9 |
V3 Capital Management, L.P. | 9 | 9 | 5.84% | 9.27% | 10.66% | Q3 2021 | Q3 2023 | 9 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q2 2019 | Q3 2022 | 9 |
DALTON GREINER HARTMAN MAHER & CO | 9 | 9 | 0.06% | 0.09% | 0.11% | Q4 2013 | Q4 2015 | 9 |
North Star Investment Management Corp. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 9 |
PERRITT CAPITAL MANAGEMENT INC | 9 | 9 | 0.11% | 0.87% | 1.20% | Q4 2013 | Q4 2015 | 9 |
BlackRock Group LTD | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 9 |
Oakworth Capital, Inc. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Greenwich Investment Management, Inc. | 9 | 9 | 0.24% | 0.41% | 0.55% | Q2 2016 | Q2 2018 | 9 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q2 2023 | 9 |
PineBridge Investments, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
BHR Capital LLC | 9 | 9 | 0.51% | 1.96% | 4.26% | Q4 2013 | Q4 2015 | 9 |
Versant Capital Management, Inc | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 9 |
WADDELL & ASSOCIATES, LLC | 6 | 3 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
BANK OF NOVA SCOTIA | 6 | 3 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 9 |
Penn Capital Management Company, LLC | 9 | 9 | 0.68% | 0.81% | 1.01% | Q3 2018 | Q3 2020 | 9 |
PALISADE CAPITAL MANAGEMENT, LP | 9 | 9 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q4 2015 | 9 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 9 | 9 | 0.70% | 0.94% | 1.22% | Q2 2019 | Q2 2021 | 9 |
FIL Ltd | 9 | 9 | 0.00% | 0.03% | 0.05% | Q1 2019 | Q1 2021 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q4 2021 | 9 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 9 |
Johnson Midwest Financial, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 9 |
MML INVESTORS SERVICES, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2023 | 9 |
SRS Capital Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2022 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.21% | 1.12% | Q2 2017 | Q3 2023 | 8 |
Insight Folios Inc | 8 | 8 | 0.14% | 0.16% | 0.23% | Q3 2021 | Q2 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.51% | 0.62% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quadrature Capital Ltd | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2016 | Q2 2022 | 8 |
ClariVest Asset Management LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q2 2021 | 8 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 8 | 0.07% | 0.10% | 0.12% | Q1 2019 | Q4 2020 | 8 |
Gerstein Fisher | 8 | 8 | 0.19% | 0.23% | 0.37% | Q4 2014 | Q3 2016 | 8 |
BLAIR WILLIAM & CO/IL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.01% | 0.04% | 0.08% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 8 | 8 | 0.02% | 0.06% | 0.13% | Q1 2017 | Q4 2018 | 8 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 8 |
SHUFRO ROSE & CO LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Annex Advisory Services, LLC | 8 | 8 | 0.10% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 2 | 0.16% | 0.20% | 0.30% | Q1 2019 | Q1 2023 | 8 |
Tributary Capital Management, LLC | 8 | 8 | 0.10% | 0.20% | 0.29% | Q1 2016 | Q4 2017 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q3 2019 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2017 | 8 |
Mondrian Investment Partners LTD | 8 | 8 | 0.00% | 0.10% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Arete Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
WINTON GROUP Ltd | 3 | 2 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q1 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Alberta Investment Management Corp | 7 | 1 | 0.01% | 0.06% | 0.10% | Q1 2015 | Q2 2021 | 8 |
RAINIER INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.39% | 0.61% | 1.07% | Q1 2016 | Q4 2017 | 8 |
Samalin Investment Counsel, LLC | 8 | 8 | 0.12% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Ninety One SA (PTY) Ltd | 6 | 2 | 0.16% | 0.55% | 0.67% | Q1 2018 | Q1 2020 | 8 |
Eidelman Virant Capital | 8 | 8 | 0.08% | 0.12% | 0.21% | Q3 2014 | Q2 2016 | 8 |
WealthTrust Axiom LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EAGLE ASSET MANAGEMENT INC | 7 | 7 | 0.06% | 0.14% | 0.23% | Q2 2016 | Q4 2017 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Ninety One UK Ltd | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 7 |
Orion Portfolio Solutions, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 7 |
KEANE CAPITAL MANAGEMENT INC | 7 | 7 | 0.02% | 1.09% | 1.66% | Q4 2013 | Q2 2015 | 7 |
WASATCH ADVISORS LP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
AEW CAPITAL MANAGEMENT L P | 4 | 3 | 0.02% | 0.30% | 0.82% | Q3 2020 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q3 2013 | Q1 2015 | 7 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 3 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q2 2020 | 7 |
Camarda Financial Advisors, LLC | 7 | 7 | 0.09% | 2.32% | 4.42% | Q2 2018 | Q4 2019 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
LDR Capital Management LLC | 7 | 7 | 0.38% | 0.71% | 1.04% | Q1 2022 | Q3 2023 | 7 |
UBS OCONNOR LLC | 4 | 1 | 0.01% | 0.09% | 0.34% | Q2 2017 | Q3 2021 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.21% | 0.25% | 0.30% | Q3 2021 | Q1 2023 | 7 |
Terra Nova Asset Management LLC | 7 | 7 | 0.73% | 0.94% | 1.14% | Q2 2015 | Q4 2016 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q2 2022 | 7 |
Cetera Investment Advisers | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
SeaBridge Investment Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2018 | 7 |
Chicago Partners Investment Group LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2018 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 2 | 0.03% | 0.06% | 0.10% | Q2 2016 | Q2 2018 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AFAM CAPITAL, INC. | 6 | 6 | 0.04% | 0.25% | 0.35% | Q2 2017 | Q3 2018 | 6 |
Yorktown Management & Research Co Inc | 6 | 6 | 0.04% | 0.23% | 0.30% | Q3 2013 | Q4 2014 | 6 |
Operose Advisors LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 0.04% | 0.12% | Q2 2021 | Q3 2023 | 6 |
Vestcor Inc | 3 | 1 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q4 2022 | 6 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2020 | 6 |
Archford Capital Strategies, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2018 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 6 |
First Horizon Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2022 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2019 | 6 |
SMITH HAYES Advisers, Inc | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2016 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 6 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q2 2021 | 6 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2016 | Q1 2022 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2020 | 6 |
THB ASSET MANAGEMENT | 6 | 6 | 0.18% | 0.37% | 0.46% | Q3 2013 | Q4 2014 | 6 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 6 |
Harbour Capital Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.28% | Q2 2016 | Q3 2017 | 6 |
Liberty Mutual Group Asset Management Inc. | 6 | 6 | 0.48% | 0.54% | 0.70% | Q2 2022 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.06% | 0.16% | Q3 2014 | Q2 2018 | 6 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.11% | 0.46% | 0.95% | Q1 2015 | Q1 2020 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.00% | 0.12% | 0.31% | Q4 2019 | Q3 2023 | 6 |
Column Capital Advisors, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 6 |
FENIMORE ASSET MANAGEMENT INC | 6 | 6 | 0.18% | 0.34% | 0.39% | Q3 2013 | Q4 2014 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2016 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
D.A. DAVIDSON & CO. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 6 |
Phocas Financial Corp. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q4 2018 | 6 |
Winslow, Evans & Crocker, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 6 |
Engineers Gate Manager LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 6 |
MSI Financial Services Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
First Light Asset Management, LLC | 6 | 6 | 1.27% | 1.72% | 2.40% | Q3 2015 | Q4 2016 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q2 2017 | 6 |
Crossmark Global Holdings, Inc. | 6 | 6 | 0.17% | 0.19% | 0.22% | Q2 2020 | Q3 2021 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q3 2021 | 6 |
Cortina Asset Management, LLC | 5 | 1 | 0.05% | 0.18% | 0.27% | Q1 2015 | Q2 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
1st Global Advisors, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q2 2017 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 1.08% | 1.35% | 1.84% | Q3 2022 | Q3 2023 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2017 | 5 |
Parkside Financial Bank & Trust | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
JANUS HENDERSON INVESTORS US LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 5 |
NEXT Financial Group, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 5 |
BDO Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Geneva Advisors, LLC | 5 | 5 | 0.36% | 0.41% | 0.47% | Q2 2016 | Q2 2017 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
WESPAC Advisors, LLC | 3 | 2 | 0.61% | 1.21% | 2.17% | Q4 2014 | Q3 2020 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q4 2019 | 5 |
OPPENHEIMER & CO INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 5 |
BAILARD, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 5 |
Opus Capital Group, LLC | 5 | 5 | 0.31% | 0.42% | 0.60% | Q2 2017 | Q2 2018 | 5 |
M&R CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q4 2018 | 5 |
Spire Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Coe Capital Management, LLC | 5 | 5 | 0.21% | 0.24% | 0.30% | Q2 2020 | Q2 2021 | 5 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.08% | 0.19% | Q4 2014 | Q1 2017 | 5 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q2 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HAP Trading, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
CASTLEARK MANAGEMENT LLC | 2 | 1 | 0.12% | 0.23% | 0.27% | Q3 2013 | Q2 2017 | 5 |
American Trust | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
EMERALD MUTUAL FUND ADVISERS TRUST | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Hudson Bay Capital Management LP | 4 | 1 | 0.04% | 0.16% | 0.29% | Q2 2017 | Q3 2019 | 5 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2019 | 5 |
NumerixS Investment Technologies Inc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2020 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.06% | 0.23% | Q3 2013 | Q2 2022 | 5 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 5 | 5 | 0.36% | 0.51% | 0.57% | Q1 2019 | Q1 2020 | 5 |
EDMUNDS WHITE PARTNERS LLC | 5 | 5 | 5.21% | 8.94% | 12.34% | Q3 2013 | Q3 2014 | 5 |
Newbridge Financial Services Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.18% | 0.31% | 0.42% | Q3 2022 | Q3 2023 | 5 |
Rafferty Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2021 | 5 |
NORDEA INVESTMENT MANAGEMENT AB | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2019 | 5 |
CIBC Private Wealth Group, LLC | 5 | 5 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q3 2018 | 5 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2016 | Q1 2017 | 4 |
JENNISON ASSOCIATES LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.14% | 0.31% | 0.40% | Q1 2017 | Q4 2017 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
DEERE & CO | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2016 | 4 |
Pendal Group Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 4 |
SCHOLTZ & COMPANY, LLC | 4 | 4 | 1.00% | 2.56% | 3.13% | Q1 2014 | Q4 2014 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
FARR MILLER & WASHINGTON LLC/DC | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q3 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.04% | 0.06% | 0.08% | Q3 2017 | Q2 2018 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
WHITTIER TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Baillie Gifford | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q1 2020 | 4 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
BEACON TRUST CO | 4 | 4 | 0.27% | 0.29% | 0.31% | Q2 2016 | Q1 2017 | 4 |
LOEB PARTNERS CORP | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2016 | Q3 2017 | 4 |
TDAM USA INC. | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q1 2018 | 4 |
Harrison Street Securities, LLC | 4 | 4 | 0.82% | 1.34% | 2.06% | Q4 2015 | Q3 2016 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Fieldpoint Private Securities, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MACKAY SHIELDS LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 4 |
Perkins Investment Management, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q2 2016 | Q1 2017 | 4 |
Anchor Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Carlyle Group Inc. | 4 | 4 | 0.08% | 0.12% | 0.14% | Q2 2020 | Q1 2021 | 4 |
Quantitative Systematic Strategies LLC | 4 | 4 | 0.17% | 0.33% | 0.59% | Q1 2017 | Q4 2017 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2018 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Vert Asset Management LLC | 4 | 4 | 0.56% | 0.62% | 0.67% | Q4 2021 | Q3 2022 | 4 |
Financial Alternatives, Inc | 4 | 4 | 0.16% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.08% | 0.23% | Q4 2014 | Q4 2022 | 4 |
ALPS ADVISORS INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
WESBANCO BANK INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.08% | 0.15% | 0.24% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2023 | 4 |
Holloway Wealth Management, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Blueshift Asset Management, LLC | 2 | 2 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q1 2022 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
PEAK FINANCIAL ADVISORS LLC | 4 | 4 | 0.37% | 1.14% | 1.46% | Q4 2022 | Q3 2023 | 4 |
APG Asset Management US Inc. | 4 | 4 | 0.05% | 0.19% | 0.37% | Q1 2015 | Q4 2015 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.18% | 0.35% | Q3 2017 | Q1 2022 | 4 |
Sutton Wealth Advisors Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2021 | 4 |
Versor Investments LP | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Barrett Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Destiny Capital Corp/CO | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.25% | 0.36% | 0.44% | Q1 2016 | Q3 2016 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Legato Capital Management LLC | 3 | 3 | 0.24% | 0.31% | 0.41% | Q1 2023 | Q3 2023 | 3 |
Teamwork Financial Advisors, LLC | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Sandy Spring Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GraniteShares Advisors LLC | 3 | 3 | 1.15% | 1.21% | 1.28% | Q1 2023 | Q3 2023 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 3 |
UBS AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.05% | 1.23% | 1.39% | Q3 2019 | Q1 2020 | 3 |
Family Legacy, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CLINTON GROUP INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Norinchukin Bank, The | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Daiwa SB Investments Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
DEAN INVESTMENT ASSOCIATES, LLC | 3 | 3 | 0.67% | 0.82% | 0.96% | Q1 2023 | Q3 2023 | 3 |
KANALY TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Investors Research Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Wealthcare Advisory Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
GAM Holding AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 3 | 0.34% | 0.36% | 0.37% | Q2 2018 | Q4 2018 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Capital Advisors, Ltd. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2021 | Q3 2021 | 3 |
NexWave Capital Partners LLC | 2 | 1 | 1.38% | 2.19% | 3.25% | Q3 2020 | Q4 2021 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Invictus RG | 3 | 3 | 0.01% | 0.17% | 0.30% | Q2 2016 | Q4 2016 | 3 |
Philadelphia Financial Management of San Francisco, LLC | 3 | 3 | 1.74% | 3.01% | 3.95% | Q2 2014 | Q4 2014 | 3 |
CITY HOLDING CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Key FInancial Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2017 | 3 |
RVB CAPITAL MANAGEMENT LLC | 1 | 1 | 0.48% | 4.11% | 6.72% | Q4 2017 | Q1 2020 | 3 |
HONEYWELL INTERNATIONAL INC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2020 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Costello Asset Management, INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2020 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.37% | 0.38% | 0.38% | Q2 2023 | Q4 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2016 | Q3 2022 | 3 |
PEAR TREE ADVISORS INC | 3 | 3 | 0.81% | 0.90% | 1.02% | Q4 2015 | Q2 2016 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.76% | 0.81% | 0.91% | Q2 2017 | Q4 2017 | 3 |
Lee Financial Group Hawaii, Inc. | 3 | 3 | 0.22% | 0.36% | 0.45% | Q1 2023 | Q3 2023 | 3 |
Dean Capital Management | 3 | 3 | 1.22% | 2.30% | 2.97% | Q1 2023 | Q3 2023 | 3 |
Community Capital Management, LLC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q4 2018 | Q2 2019 | 3 |
GENESEE VALLEY TRUST CO | 3 | 3 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q3 2014 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 3 |
State of Tennessee, Treasury Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.13% | 0.21% | Q2 2019 | Q1 2021 | 3 |
MUFG Americas Holdings Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
ROTHSCHILD INVESTMENT LLC /IL | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
Snowden Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2021 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Cerity Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.06% | 0.09% | Q2 2021 | Q4 2021 | 3 |
First Allied Advisory Services, Inc. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2019 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WEDBUSH SECURITIES INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 3 |
Paragon Capital Management Ltd | 3 | 3 | 0.11% | 0.20% | 0.25% | Q1 2018 | Q3 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.04% | 0.12% | 0.27% | Q2 2016 | Q1 2017 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Gyon Technologies Capital Management, LP | 3 | 3 | 0.07% | 0.14% | 0.23% | Q4 2020 | Q2 2021 | 3 |
WELD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 0.12% | 0.14% | Q2 2020 | Q1 2021 | 3 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Atom Investors LP | 1 | 1 | 0.02% | 0.48% | 0.95% | Q1 2019 | Q3 2022 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q2 2019 | 2 |
Matarin Capital Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q1 2020 | Q2 2020 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q3 2016 | Q2 2017 | 2 |
Cambria Investment Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
WADDELL & REED FINANCIAL INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Venator Capital Management Ltd. | 2 | 2 | 9.12% | 9.30% | 9.47% | Q4 2014 | Q1 2015 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.34% | 0.36% | 0.37% | Q1 2016 | Q2 2016 | 2 |
Shay Capital LLC | 1 | 1 | 0.06% | 0.10% | 0.15% | Q3 2021 | Q1 2022 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Sanford Advisory Services, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
CORNERCAP INVESTMENT COUNSEL INC | 1 | 1 | 0.05% | 0.08% | 0.11% | Q3 2020 | Q2 2021 | 2 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 2 |
Caption Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
Monashee Investment Management LLC | 2 | 2 | 1.00% | 1.78% | 2.55% | Q1 2017 | Q2 2017 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2021 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Nuveen Fund Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2016 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 2 | 0.13% | 0.18% | 0.22% | Q3 2018 | Q4 2018 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q2 2019 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.26% | 0.45% | Q3 2015 | Q2 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.04% | 0.07% | 0.10% | Q3 2014 | Q1 2017 | 2 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
REGENTATLANTIC CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Castle Ridge Investment Management LP | 1 | 1 | 2.88% | 3.39% | 3.91% | Q2 2016 | Q2 2017 | 2 |
MYCIO WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Advisory Alpha, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
TOMS Capital Investment Management LP | 2 | 2 | 1.45% | 1.76% | 2.08% | Q4 2021 | Q1 2022 | 2 |
Perpetual Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Lisanti Capital Growth, LLC | 2 | 2 | 0.49% | 0.75% | 1.02% | Q2 2016 | Q3 2016 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 2 |
FIRST QUADRANT LLC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.14% | 0.22% | 0.31% | Q1 2016 | Q2 2016 | 2 |
CLEAR STREET MARKETS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Essex Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
American Assets Capital Advisers, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2020 | Q3 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q1 2015 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2015 | 2 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
6 Meridian | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CERTUITY, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q2 2021 | 2 |
PDT Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 2 |
Worth Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2022 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q3 2020 | Q2 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
GRS Advisors, LLC | 1 | 1 | 1.99% | 3.58% | 5.18% | Q1 2020 | Q3 2022 | 2 |
Capital Square, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q3 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2016 | Q2 2016 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2023 | Q3 2023 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
STONERIDGE INVESTMENT PARTNERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Legacy Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NS Advisors, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2013 | Q3 2013 | 1 |
KRV Capital LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q2 2017 | Q2 2017 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
ALGERT GLOBAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Oak Thistle LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
EMERALD ADVISERS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
USCA RIA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2022 | Q3 2022 | 1 |
Waterfront Capital Partners, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2016 | Q3 2016 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WESLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2016 | Q2 2016 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JOHNSON INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2015 | Q2 2015 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2018 | Q2 2018 | 1 |
BOKF, NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TCG Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FCA CORP /TX | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KeyPoint Capital Management, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2015 | Q3 2015 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Tower View Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Corton Capital Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
S.E.E.D. Planning Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
EVERGREEN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EHP Funds Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Blankinship & Foster, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2017 | Q2 2017 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Robbins Farley | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
abrdn Investment Management Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Gillson Capital LP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
KEMPER Corp | 1 | 1 | 2.56% | 2.56% | 2.56% | Q4 2014 | Q4 2014 | 1 |
FENIMORE ASSET MANAGEMENT TRUST | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2016 | Q2 2016 | 1 |
HENNESSY ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Summit Global Investments | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Atria Investments, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Rossmore Private Capital | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2019 | Q1 2019 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2023 | Q3 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own PHYSICIANS RLTY TR or have owned PHYSICIANS RLTY TR in the past.