Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 111 |
Citadel Advisors | 30 | 11 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 84 |
Walleye Trading LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 71 |
GLENMEDE TRUST CO NA | 42 | 17 | 0.00% | 0.01% | 0.07% | Q4 2006 | Q3 2023 | 59 |
TWO SIGMA INVESTMENTS, LP | 19 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 56 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.04% | 0.14% | Q3 2011 | Q3 2023 | 49 |
WOLVERINE TRADING, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.08% | 0.17% | Q4 2010 | Q3 2022 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.07% | 0.28% | Q4 2011 | Q3 2023 | 48 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.04% | Q1 2012 | Q3 2023 | 47 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 46 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.03% | 0.08% | Q1 2012 | Q3 2023 | 46 |
MILLENNIUM MANAGEMENT LLC | 35 | 1 | 0.00% | 0.15% | 0.70% | Q2 2013 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.05% | 0.17% | 0.34% | Q4 2012 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.03% | 0.14% | Q1 2013 | Q3 2023 | 43 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.03% | 0.18% | 0.50% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q3 2023 | 43 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
HUSSMAN STRATEGIC ADVISORS, INC. | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
American Assets Investment Management, LLC | 42 | 42 | 0.63% | 0.82% | 1.08% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.02% | 0.11% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.01% | 0.08% | 0.80% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.04% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MEEDER ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Magellan Asset Management Ltd | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.08% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.02% | 0.03% | 0.04% | Q2 2012 | Q4 2022 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.06% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.10% | 0.17% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 42 | 42 | 0.01% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.06% | 0.13% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.16% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 42 | 42 | 0.16% | 0.35% | 0.48% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 41 | 41 | 0.01% | 0.04% | 0.11% | Q3 2011 | Q3 2021 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 41 |
Ironwood Investment Counsel, LLC | 29 | 12 | 0.13% | 0.31% | 0.57% | Q2 2013 | Q3 2023 | 41 |
CANADA PENSION PLAN INVESTMENT BOARD | 41 | 41 | 0.00% | 0.02% | 0.12% | Q1 2013 | Q1 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
DF DENT & CO INC | 37 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 30 | 11 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.01% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 34 | 7 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 41 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 41 | 41 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q2 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 32 | 9 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
LAZARD ASSET MANAGEMENT LLC | 40 | 1 | 0.00% | 0.18% | 1.01% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 32 | 2 | 0.00% | 0.09% | 0.38% | Q1 2013 | Q3 2023 | 41 |
SENTRY INVESTMENT MANAGEMENT LLC | 38 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 21 | 20 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Silver Lake Advisory, LLC | 40 | 40 | 0.35% | 1.14% | 2.24% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
HighTower Advisors, LLC | 38 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 40 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 31 | 2 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.05% | 0.26% | 0.38% | Q4 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.09% | 0.17% | 0.27% | Q4 2013 | Q3 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 34 | 6 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 40 |
Focused Wealth Management, Inc | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 18 | 6 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2023 | 40 |
Renaissance Technologies | 40 | 40 | 0.01% | 0.09% | 0.30% | Q4 2013 | Q3 2023 | 40 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.02% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 39 |
NEW ENGLAND ASSET MANAGEMENT INC | 39 | 39 | 0.00% | 0.07% | 0.10% | Q2 2013 | Q4 2022 | 39 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
VAN ECK ASSOCIATES CORP | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
AXA S.A. | 22 | 7 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q2 2023 | 39 |
MARTINGALE ASSET MANAGEMENT L P | 34 | 5 | 0.01% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 39 |
MONETARY MANAGEMENT GROUP INC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 39 |
Kentucky Retirement Systems Insurance Trust Fund | 19 | 19 | 0.02% | 0.04% | 0.05% | Q3 2013 | Q3 2023 | 38 |
Robeco Institutional Asset Management B.V. | 34 | 4 | 0.00% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 38 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 22 | 5 | 0.00% | 0.24% | 0.54% | Q2 2013 | Q3 2023 | 38 |
WELLINGTON MANAGEMENT GROUP LLP | 38 | 38 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2022 | 38 |
AVIVA PLC | 37 | 37 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2022 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 37 |
STRS OHIO | 31 | 6 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 37 |
Brandywine Global Investment Management, LLC | 28 | 2 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 37 |
PEAK6 Investments LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 36 |
WHITTIER TRUST CO | 36 | 36 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q1 2022 | 36 |
APG Asset Management N.V. | 35 | 1 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q4 2022 | 36 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 28 | 8 | 0.02% | 0.48% | 1.61% | Q2 2013 | Q3 2023 | 36 |
VICTORY CAPITAL MANAGEMENT INC | 36 | 36 | 0.00% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 36 |
REAVES W H & CO INC | 29 | 2 | 0.02% | 1.44% | 3.42% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2022 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 14 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 36 |
RAYMOND JAMES & ASSOCIATES | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Cutler Group LLC / CA | 11 | 5 | 0.00% | 0.00% | 0.05% | Q4 2015 | Q4 2019 | 35 |
Cubist Systematic Strategies, LLC | 28 | 1 | 0.00% | 0.08% | 0.27% | Q2 2014 | Q3 2023 | 35 |
KEYBANK NATIONAL ASSOCIATION/OH | 35 | 35 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2021 | 35 |
AMP Capital Investors Ltd | 35 | 35 | 0.02% | 0.11% | 1.04% | Q2 2013 | Q4 2021 | 35 |
WEDBUSH SECURITIES INC | 34 | 1 | 0.02% | 0.06% | 0.19% | Q4 2014 | Q3 2023 | 35 |
ONTARIO TEACHERS PENSION PLAN BOARD | 30 | 5 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q2 2022 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
OPUS INVESTMENT MANAGEMENT INC | 35 | 35 | 0.52% | 0.77% | 1.04% | Q2 2013 | Q4 2021 | 35 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 31 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
TUDOR INVESTMENT CORP ET AL | 7 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 35 |
CHICAGO TRUST Co NA | 35 | 35 | 0.06% | 0.12% | 0.17% | Q1 2015 | Q3 2023 | 35 |
AMALGAMATED BANK | 35 | 35 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q3 2023 | 35 |
NORDEA INVESTMENT MANAGEMENT AB | 34 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2022 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.03% | 0.12% | 0.44% | Q2 2013 | Q4 2021 | 35 |
JANE STREET GROUP, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 35 |
WESTPAC BANKING CORP | 35 | 35 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2021 | 35 |
KBC Group NV | 34 | 34 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2021 | 34 |
World Asset Management Inc | 34 | 34 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.11% | Q2 2015 | Q3 2023 | 34 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 17 | 7 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q3 2021 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 34 |
SYNOVUS FINANCIAL CORP | 18 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
PEAK6 Group LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 34 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 31 | 3 | 0.13% | 1.07% | 1.50% | Q2 2013 | Q3 2023 | 34 |
Korea Investment CORP | 34 | 34 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q1 2022 | 34 |
First Horizon Advisors, Inc. | 19 | 3 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 34 |
Plante Moran Financial Advisors, LLC | 31 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 33 |
Sandy Spring Bank | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.11% | 0.40% | Q2 2013 | Q2 2021 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.09% | Q1 2014 | Q1 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q2 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
LSV ASSET MANAGEMENT | 33 | 33 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q2 2021 | 33 |
BESSEMER GROUP INC | 20 | 4 | 0.00% | 0.07% | 0.26% | Q4 2014 | Q3 2023 | 33 |
PGGM Investments | 32 | 32 | 0.01% | 0.09% | 0.24% | Q1 2013 | Q4 2020 | 32 |
D.A. DAVIDSON & CO. | 17 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
State of Alaska, Department of Revenue | 32 | 32 | 0.01% | 0.08% | 0.27% | Q4 2015 | Q3 2023 | 32 |
BOKF, NA | 21 | 1 | 0.00% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.09% | 0.14% | Q2 2013 | Q1 2021 | 32 |
MOODY NATIONAL BANK TRUST DIVISION | 26 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 32 |
Advisory Services Network, LLC | 27 | 5 | 0.00% | 0.02% | 0.06% | Q3 2015 | Q3 2023 | 32 |
Gulf International Bank (UK) Ltd | 32 | 32 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2021 | 32 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.12% | 0.36% | Q2 2013 | Q4 2020 | 31 |
American Investment Services, Inc. | 31 | 31 | 0.10% | 0.41% | 0.63% | Q2 2013 | Q4 2020 | 31 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 31 |
IBM Retirement Fund | 16 | 15 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 31 |
Andra AP-fonden | 22 | 9 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q1 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 20 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2023 | 31 |
Oakworth Capital, Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
NATIXIS | 7 | 1 | 0.00% | 0.07% | 0.24% | Q3 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Mirador Capital Partners LP | 31 | 31 | 0.08% | 0.16% | 0.26% | Q1 2016 | Q3 2023 | 31 |
Parkside Financial Bank & Trust | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
DUPONT CAPITAL MANAGEMENT CORP | 22 | 9 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2023 | 31 |
TWIN CAPITAL MANAGEMENT INC | 18 | 6 | 0.05% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 23 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 31 |
BNP Paribas Asset Management Holding S.A. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
WHITTIER TRUST CO OF NEVADA INC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
TWO SIGMA ADVISERS, LP | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2021 | 30 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 24 | 6 | 0.03% | 0.13% | 0.35% | Q2 2013 | Q2 2021 | 30 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 30 |
Cetera Advisor Networks LLC | 21 | 1 | 0.01% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 30 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 20 | 9 | 0.19% | 1.04% | 1.81% | Q2 2013 | Q3 2023 | 29 |
Squarepoint Ops LLC | 10 | 2 | 0.00% | 0.08% | 0.27% | Q3 2015 | Q3 2023 | 29 |
EATON VANCE MANAGEMENT | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2022 | 29 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.03% | 0.11% | 0.22% | Q4 2015 | Q4 2022 | 29 |
BALYASNY ASSET MANAGEMENT L.P. | 17 | 1 | 0.00% | 0.10% | 0.31% | Q2 2015 | Q3 2023 | 29 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 27 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2021 | 29 |
Community Bank, N.A. | 29 | 29 | 0.00% | 0.05% | 0.07% | Q4 2014 | Q4 2021 | 29 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.27% | 1.28% | Q2 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2020 | 29 |
Ameritas Investment Partners, Inc. | 29 | 29 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
Livforsakringsbolaget Skandia, Omsesidigt | 29 | 29 | 0.01% | 0.02% | 0.12% | Q1 2014 | Q1 2021 | 29 |
REGENTATLANTIC CAPITAL LLC | 26 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2022 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 28 |
Employees Retirement System of Texas | 26 | 2 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q2 2022 | 28 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 8 | 4 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 28 |
NATIXIS ADVISORS, L.P. | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
TRUST CO OF VERMONT | 28 | 28 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
First Command Bank | 27 | 27 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q2 2023 | 27 |
Boston Partners | 16 | 11 | 0.00% | 0.12% | 0.44% | Q4 2015 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 16 | 4 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 27 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.04% | 0.14% | Q1 2014 | Q1 2023 | 27 |
ING GROEP NV | 9 | 1 | 0.00% | 0.03% | 0.28% | Q4 2013 | Q3 2023 | 27 |
AJO, LP | 23 | 4 | 0.00% | 0.17% | 0.74% | Q2 2013 | Q4 2020 | 27 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
CenturyLink Investment Management Co | 27 | 27 | 0.35% | 0.46% | 0.58% | Q2 2013 | Q4 2019 | 27 |
BerganKDV Wealth Management, LLC | 21 | 6 | 0.00% | 0.14% | 0.87% | Q1 2016 | Q2 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q2 2023 | 27 |
BANK OF NOVA SCOTIA | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
OAKBROOK INVESTMENTS LLC | 27 | 27 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
Capital Investment Advisors, LLC | 15 | 12 | 0.01% | 0.07% | 0.18% | Q2 2016 | Q4 2023 | 27 |
CIBC WORLD MARKETS CORP | 23 | 4 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 27 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.02% | 0.41% | 0.83% | Q2 2013 | Q3 2019 | 26 |
Stratos Wealth Partners, LTD. | 26 | 26 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
WHALEROCK POINT PARTNERS, LLC | 19 | 7 | 0.27% | 0.49% | 0.91% | Q1 2017 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q1 2020 | 26 |
Steward Partners Investment Advisory, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 25 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q4 2021 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2023 | 25 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 25 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2019 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.01% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q2 2019 | 25 |
Cipher Capital LP | 12 | 1 | 0.08% | 0.37% | 0.96% | Q2 2013 | Q3 2023 | 25 |
Trust Co | 14 | 10 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 24 |
Hexavest Inc. | 24 | 24 | 0.00% | 0.21% | 0.51% | Q2 2013 | Q1 2019 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 24 |
WINTON GROUP Ltd | 15 | 1 | 0.01% | 0.11% | 0.34% | Q2 2014 | Q1 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2019 | 24 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q4 2020 | 24 |
Cornerstone Advisors, Inc. | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
INGALLS & SNYDER LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q1 2022 | 24 |
Capital World Investors | 23 | 23 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q2 2019 | 23 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 2 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q2 2022 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.05% | 0.14% | 0.36% | Q2 2013 | Q4 2018 | 23 |
BLAIR WILLIAM & CO/IL | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Gifford Fong Associates | 23 | 23 | 0.37% | 0.66% | 0.98% | Q1 2018 | Q3 2023 | 23 |
COMMERCE BANK | 18 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q1 2021 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
EFG Asset Management (Americas) Corp. | 17 | 6 | 0.04% | 0.36% | 1.26% | Q4 2013 | Q2 2020 | 23 |
Vident Investment Advisory, LLC | 13 | 1 | 0.01% | 0.08% | 0.39% | Q4 2014 | Q2 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 22 | 1 | 0.00% | 0.05% | 0.24% | Q4 2017 | Q3 2023 | 23 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 23 |
ICON ADVISERS INC/CO | 9 | 2 | 0.02% | 0.14% | 0.34% | Q2 2013 | Q2 2021 | 23 |
DnB Asset Management AS | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2021 | 22 |
DEPRINCE RACE & ZOLLO INC | 22 | 22 | 0.34% | 0.54% | 0.76% | Q3 2015 | Q4 2020 | 22 |
BOSTON ADVISORS LLC | 16 | 2 | 0.01% | 0.06% | 0.52% | Q2 2013 | Q3 2019 | 22 |
Dynamic Technology Lab Private Ltd | 6 | 1 | 0.02% | 0.21% | 0.66% | Q4 2013 | Q3 2023 | 22 |
JAMES INVESTMENT RESEARCH INC | 22 | 22 | 0.00% | 0.26% | 0.68% | Q2 2013 | Q3 2018 | 22 |
Moors & Cabot, Inc. | 14 | 1 | 0.02% | 0.07% | 0.19% | Q3 2015 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.03% | 0.38% | Q4 2015 | Q1 2021 | 22 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 22 |
AGF Investments LLC | 14 | 3 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q3 2022 | 22 |
Mn Services Vermogensbeheer B.V. | 20 | 2 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q3 2021 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 14 | 8 | 0.00% | 0.03% | 0.14% | Q3 2014 | Q1 2023 | 22 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 1 | 0.01% | 0.04% | 0.11% | Q4 2012 | Q1 2021 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 22 |
Sterling Capital Management LLC | 18 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2019 | 21 |
MOTCO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 21 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 9 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 21 |
Veritable, L.P. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2023 | 21 |
ROCKY MOUNTAIN ADVISERS, LLC | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
TOMPKINS FINANCIAL CORP | 13 | 8 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q4 2023 | 21 |
Quantbot Technologies LP | 8 | 1 | 0.00% | 0.10% | 0.39% | Q4 2013 | Q3 2023 | 21 |
ADVISOR PARTNERS LLC | 19 | 2 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q2 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2018 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 21 |
Glassman Wealth Services | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 10 | 2 | 0.00% | 0.01% | 0.08% | Q4 2017 | Q3 2023 | 21 |
IFM Investors Pty Ltd | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
American National Registered Investment Advisor, Inc. | 21 | 21 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q2 2018 | 21 |
Mirae Asset Global Investments Co., Ltd. | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2023 | 21 |
Personal Capital Advisors Corp | 20 | 20 | 0.08% | 0.25% | 0.32% | Q1 2018 | Q4 2022 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 2 | 0.00% | 0.04% | 0.32% | Q3 2013 | Q4 2020 | 20 |
Paloma Partners Management Co | 10 | 1 | 0.01% | 0.06% | 0.31% | Q3 2014 | Q4 2021 | 20 |
ClearBridge Investments Ltd | 19 | 1 | 0.00% | 0.99% | 4.86% | Q4 2014 | Q2 2021 | 20 |
First Personal Financial Services | 15 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
LOOMIS SAYLES & CO L P | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CIGNA INVESTMENTS INC /NEW | 20 | 20 | 0.02% | 0.03% | 0.16% | Q4 2016 | Q3 2021 | 20 |
NN Investment Partners Holdings N.V. | 8 | 2 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q1 2022 | 20 |
Alberta Investment Management Corp | 8 | 1 | 0.02% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 20 |
HBK INVESTMENTS L P | 11 | 4 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2019 | 20 |
Inspire Investing, LLC | 15 | 5 | 0.03% | 0.14% | 0.25% | Q4 2017 | Q4 2022 | 20 |
FIRST FINANCIAL CORP /IN/ | 11 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Bedel Financial Consulting, Inc. | 17 | 3 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q2 2023 | 20 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 20 | 20 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Assenagon Asset Management S.A. | 8 | 1 | 0.00% | 0.07% | 0.49% | Q1 2017 | Q2 2023 | 20 |
PUTNAM INVESTMENTS LLC | 11 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.01% | 0.03% | 0.09% | Q1 2013 | Q4 2017 | 20 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q4 2022 | 19 |
CHICAGO EQUITY PARTNERS LLC | 13 | 1 | 0.01% | 0.16% | 0.42% | Q2 2013 | Q1 2020 | 19 |
ARGI Investment Services, LLC | 8 | 4 | 0.04% | 0.11% | 0.24% | Q1 2014 | Q4 2022 | 19 |
Bartlett & Co. LLC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2023 | 19 |
Johnson Financial Group, Inc. | 10 | 9 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2020 | 19 |
Sound Income Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 19 |
DEAN INVESTMENT ASSOCIATES, LLC | 19 | 19 | 0.12% | 0.29% | 0.71% | Q1 2018 | Q3 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 19 |
BOOTHBAY FUND MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.07% | 0.18% | Q4 2015 | Q3 2023 | 19 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 19 |
SEVEN EIGHT CAPITAL, LP | 4 | 1 | 0.00% | 0.22% | 0.53% | Q1 2014 | Q2 2022 | 19 |
Zimmer Partners, LP | 6 | 1 | 0.04% | 1.14% | 4.05% | Q2 2013 | Q2 2023 | 19 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 19 |
ASSETMARK, INC | 11 | 3 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2021 | 18 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 9 | 1 | 0.02% | 0.25% | 0.51% | Q2 2013 | Q4 2019 | 18 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2021 | 18 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.11% | 0.43% | Q2 2014 | Q3 2021 | 18 |
Man Group plc | 12 | 3 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q4 2022 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 18 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 9 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 18 |
GW HENSSLER & ASSOCIATES LTD | 16 | 2 | 0.03% | 0.87% | 1.50% | Q4 2014 | Q3 2021 | 18 |
Schonfeld Strategic Advisors LLC | 7 | 5 | 0.01% | 0.08% | 0.21% | Q2 2017 | Q4 2022 | 18 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 3 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q3 2018 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2020 | 18 |
FIRST HAWAIIAN BANK | 10 | 8 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.06% | 0.08% | Q2 2013 | Q3 2017 | 18 |
HBK Sorce Advisory LLC | 13 | 5 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 18 |
Allworth Financial LP | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 18 |
Transamerica Financial Advisors, Inc. | 11 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 18 |
MACKAY SHIELDS LLC | 17 | 17 | 0.01% | 0.02% | 0.07% | Q1 2018 | Q1 2022 | 17 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 17 | 17 | 0.41% | 0.57% | 1.52% | Q2 2013 | Q2 2017 | 17 |
MONROE BANK & TRUST/MI | 14 | 3 | 0.01% | 0.10% | 0.21% | Q1 2014 | Q2 2018 | 17 |
OPTIMUM INVESTMENT ADVISORS | 10 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2020 | 17 |
Holocene Advisors, LP | 8 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q4 2022 | 17 |
American Portfolios Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 17 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 12 | 5 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2019 | 17 |
BARINGS LLC | 6 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 17 |
DC Investments Management, LLC | 12 | 5 | 0.11% | 1.02% | 2.82% | Q4 2017 | Q1 2022 | 17 |
Sutton Wealth Advisors Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2023 | 17 |
DUBUQUE BANK & TRUST CO | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 17 |
Trexquant Investment LP | 3 | 1 | 0.03% | 0.12% | 0.32% | Q1 2015 | Q3 2023 | 17 |
BP PLC | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2021 | 17 |
AMERICAN NATIONAL INSURANCE CO | 14 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2017 | 17 |
Apriem Advisors | 16 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
SRB CORP | 15 | 2 | 0.02% | 0.03% | 0.06% | Q3 2014 | Q4 2018 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Redpoint Investment Management Pty Ltd | 17 | 17 | 0.09% | 0.15% | 0.27% | Q4 2017 | Q4 2021 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
GREAT LAKES ADVISORS, LLC | 8 | 2 | 0.01% | 0.11% | 0.34% | Q3 2015 | Q2 2022 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Larson Financial Group LLC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
FORSTA AP-FONDEN | 14 | 2 | 0.03% | 0.27% | 0.47% | Q3 2016 | Q3 2021 | 16 |
LMR Partners LLP | 4 | 1 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q4 2022 | 16 |
Horizon Investments, LLC | 5 | 2 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 16 |
Tortoise Investment Management, LLC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.14% | 0.23% | 0.47% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
HANCOCK WHITNEY CORP | 16 | 16 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q1 2017 | 16 |
Twin Tree Management, LP | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2021 | 16 |
Achmea Investment Management B.V. | 12 | 4 | 0.00% | 0.08% | 0.19% | Q1 2017 | Q3 2021 | 16 |
Atria Investments, Inc | 10 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q3 2023 | 16 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2021 | 16 |
GLG LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q4 2017 | 16 |
MAI Capital Management | 16 | 16 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2019 | 16 |
TDAM USA INC. | 16 | 16 | 0.03% | 0.06% | 0.10% | Q1 2018 | Q4 2021 | 16 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 16 |
E&G Advisors, LP | 16 | 16 | 0.05% | 0.12% | 0.30% | Q3 2018 | Q2 2022 | 16 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 10 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 16 |
PATRIZIA Pty Ltd | 12 | 4 | 6.75% | 7.62% | 9.19% | Q4 2017 | Q3 2023 | 16 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 16 | 16 | 0.08% | 0.19% | 0.42% | Q4 2015 | Q3 2019 | 16 |
BlueCrest Capital Management Ltd | 9 | 1 | 0.01% | 0.07% | 0.67% | Q3 2014 | Q4 2019 | 15 |
Quadrature Capital Ltd | 3 | 1 | 0.02% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.07% | 0.18% | Q1 2015 | Q3 2023 | 15 |
SVB WEALTH LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q4 2019 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Kovitz Investment Group Partners, LLC | 15 | 15 | 0.11% | 0.14% | 0.19% | Q1 2020 | Q3 2023 | 15 |
Teza Capital Management LLC | 4 | 1 | 0.04% | 0.25% | 0.56% | Q4 2017 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Bruderman Asset Management, LLC | 11 | 4 | 0.01% | 1.38% | 4.04% | Q1 2015 | Q4 2018 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.15% | 0.35% | Q3 2013 | Q1 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Amica Retiree Medical Trust | 15 | 15 | 0.04% | 0.10% | 0.13% | Q4 2016 | Q2 2020 | 15 |
Gotham Asset Management, LLC | 8 | 1 | 0.00% | 0.04% | 0.11% | Q4 2014 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
AMICA MUTUAL INSURANCE CO | 15 | 15 | 0.04% | 0.11% | 0.16% | Q4 2016 | Q2 2020 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 15 |
Palo Capital, Inc. | 15 | 15 | 0.16% | 0.36% | 1.02% | Q2 2015 | Q4 2018 | 15 |
OPPENHEIMER & CO INC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 15 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 15 |
GAM Holding AG | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
WEALTHFRONT Corp | 8 | 7 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Keystone Financial Planning, Inc. | 15 | 15 | 0.12% | 2.32% | 3.06% | Q1 2020 | Q3 2023 | 15 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
LOEB PARTNERS CORP | 15 | 15 | 0.21% | 0.30% | 0.43% | Q2 2015 | Q4 2018 | 15 |
Princeton Global Asset Management LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Gradient Investments LLC | 9 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2019 | 15 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Illinois Municipal Retirement Fund | 8 | 6 | 0.01% | 0.12% | 0.57% | Q4 2019 | Q3 2023 | 14 |
Freedom Investment Management, Inc. | 10 | 1 | 0.02% | 0.06% | 0.19% | Q4 2015 | Q3 2023 | 14 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
PrairieView Partners, LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 14 |
CINCINNATI INSURANCE CO | 14 | 14 | 0.32% | 0.43% | 0.48% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
TOBAM | 5 | 1 | 0.00% | 0.21% | 0.83% | Q3 2015 | Q3 2023 | 14 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 7 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 14 |
BFSG, LLC | 14 | 14 | 0.06% | 0.54% | 1.53% | Q2 2020 | Q3 2023 | 14 |
Sowell Financial Services LLC | 8 | 1 | 0.03% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 14 |
Vanguard Personalized Indexing Management, LLC | 9 | 5 | 0.01% | 0.07% | 0.49% | Q1 2020 | Q3 2023 | 14 |
AE Wealth Management LLC | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.07% | 0.10% | 0.20% | Q2 2013 | Q3 2016 | 14 |
NumerixS Investment Technologies Inc | 9 | 2 | 0.00% | 0.06% | 0.14% | Q2 2016 | Q2 2020 | 14 |
Simplicity Solutions, LLC | 7 | 7 | 0.02% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 14 |
SYMPHONY ASSET MANAGEMENT LLC | 14 | 14 | 0.04% | 0.14% | 0.33% | Q2 2013 | Q3 2016 | 14 |
HOWE & RUSLING INC | 10 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 14 |
INTACT INVESTMENT MANAGEMENT INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Baker Ellis Asset Management LLC | 14 | 14 | 0.64% | 0.78% | 0.94% | Q2 2020 | Q3 2023 | 14 |
Concert Wealth Management Inc. | 7 | 7 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
NCM CAPITAL MANAGEMENT GROUP INC | 14 | 14 | 0.04% | 0.73% | 1.55% | Q2 2013 | Q3 2016 | 14 |
Rampart Investment Management Company, LLC | 14 | 14 | 0.01% | 0.06% | 0.20% | Q1 2017 | Q2 2020 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 14 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 9 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 14 |
A.R.T. Advisors, LLC | 3 | 2 | 0.02% | 0.12% | 0.32% | Q3 2013 | Q4 2019 | 14 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.06% | 0.19% | Q1 2018 | Q4 2022 | 14 |
Heritage Wealth Advisors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
SUNTRUST BANKS INC | 6 | 2 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2019 | 14 |
SEEYOND | 13 | 13 | 0.04% | 0.19% | 0.37% | Q4 2018 | Q4 2021 | 13 |
Epoch Investment Partners, Inc. | 8 | 2 | 0.00% | 0.12% | 0.36% | Q1 2018 | Q3 2023 | 13 |
LORD, ABBETT & CO. LLC | 7 | 6 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2021 | 13 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2023 | 13 |
CINCINNATI FINANCIAL CORP | 13 | 13 | 0.37% | 0.92% | 1.40% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 6 | 1 | 0.01% | 0.46% | 2.28% | Q4 2018 | Q2 2023 | 13 |
CONNING INC. | 11 | 2 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2018 | 13 |
CINCINNATI CASUALTY CO | 13 | 13 | 0.57% | 0.72% | 0.87% | Q3 2020 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Cincinnati Specialty Underwriters Insurance CO | 13 | 13 | 0.24% | 0.31% | 0.38% | Q3 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 13 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 13 |
Bridgewater Associates | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 13 |
Spectrum Management Group, LLC | 10 | 3 | 0.00% | 0.19% | 0.42% | Q1 2016 | Q3 2020 | 13 |
Krilogy Financial LLC | 10 | 3 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q2 2021 | 13 |
Global X Management CO LLC | 10 | 3 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2018 | 13 |
SFE Investment Counsel | 13 | 13 | 0.29% | 0.55% | 0.77% | Q3 2020 | Q3 2023 | 13 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
CSU Producer Resources, Inc. | 13 | 13 | 1.38% | 1.60% | 1.90% | Q3 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 0.11% | 0.16% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Meiji Yasuda Asset Management Co Ltd. | 8 | 1 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2021 | 13 |
Laffer Tengler Investments, Inc. | 8 | 2 | 0.00% | 0.10% | 0.30% | Q2 2016 | Q2 2023 | 13 |
Hirtle Callaghan & Co LLC | 6 | 3 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q4 2018 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
A. D. Beadell Investment Counsel, Inc. | 8 | 5 | 0.20% | 0.28% | 0.33% | Q2 2013 | Q3 2021 | 13 |
First Allied Advisory Services, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 13 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2018 | 13 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 3 | 0.13% | 0.32% | 0.57% | Q2 2020 | Q3 2023 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 13 |
McIlrath & Eck, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Verity & Verity, LLC | 13 | 13 | 0.66% | 0.86% | 1.12% | Q3 2020 | Q3 2023 | 13 |
PDT Partners, LLC | 4 | 1 | 0.03% | 0.17% | 0.56% | Q2 2013 | Q4 2021 | 13 |
Crossvault Capital Management LLC | 13 | 13 | 0.14% | 0.26% | 0.34% | Q4 2013 | Q4 2016 | 13 |
MERITAGE PORTFOLIO MANAGEMENT | 8 | 2 | 0.05% | 0.27% | 0.41% | Q2 2019 | Q3 2023 | 12 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.20% | 0.27% | 0.39% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.20% | 0.27% | 0.39% | Q4 2016 | Q3 2019 | 12 |
JENNISON ASSOCIATES LLC | 9 | 3 | 0.02% | 0.05% | 0.07% | Q2 2016 | Q3 2023 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 12 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.13% | 0.18% | 0.26% | Q4 2016 | Q3 2019 | 12 |
Dai-ichi Life Insurance Company, Ltd | 12 | 12 | 0.02% | 0.03% | 0.12% | Q4 2016 | Q3 2019 | 12 |
AlphaCrest Capital Management LLC | 8 | 1 | 0.01% | 0.08% | 0.24% | Q4 2018 | Q3 2022 | 12 |
Balentine LLC | 7 | 5 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q2 2023 | 12 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.07% | 0.18% | Q2 2017 | Q3 2022 | 12 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 12 | 12 | 0.59% | 1.20% | 1.45% | Q4 2020 | Q3 2023 | 12 |
Pensionfund DSM Netherlands | 8 | 1 | 0.00% | 0.34% | 0.53% | Q4 2015 | Q3 2021 | 12 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 4 | 0.07% | 0.28% | 0.62% | Q4 2013 | Q3 2017 | 12 |
Siemens Fonds Invest GmbH | 12 | 12 | 0.11% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 12 |
FIRST MERCANTILE TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q1 2021 | 12 |
Kepos Capital LP | 10 | 2 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 9 | 3 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q4 2020 | 12 |
Wealthfront Advisers LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2021 | 12 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q2 2023 | 12 |
MONARCH CAPITAL MANAGEMENT INC/ | 7 | 5 | 0.08% | 0.09% | 0.16% | Q2 2013 | Q1 2017 | 12 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 3 | 0.01% | 0.18% | 0.80% | Q2 2018 | Q1 2023 | 12 |
Pensionfund Sabic | 8 | 1 | 0.00% | 0.40% | 0.60% | Q4 2015 | Q3 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2016 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 6 | 1 | 0.15% | 0.79% | 1.57% | Q3 2013 | Q2 2022 | 12 |
GAM SYSTEMATIC LLP | 12 | 12 | 0.01% | 0.22% | 0.56% | Q4 2014 | Q3 2017 | 12 |
BURNEY CO/ | 12 | 12 | 0.01% | 0.06% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.15% | 0.21% | 0.29% | Q4 2016 | Q3 2019 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q1 2021 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2021 | 12 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 12 |
BESSEMER SECURITIES LLC | 11 | 11 | 0.14% | 0.16% | 0.18% | Q4 2018 | Q2 2021 | 11 |
GAMCO INVESTORS, INC. ET AL | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Bancorp, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
USS Investment Management Ltd | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q4 2022 | 11 |
Vestcor Inc | 8 | 3 | 0.00% | 0.15% | 0.50% | Q4 2019 | Q3 2023 | 11 |
CLEARARC CAPITAL INC | 11 | 11 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q3 2018 | 11 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 4 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q2 2017 | 11 |
SITTNER & NELSON, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.07% | 0.79% | 1.63% | Q4 2013 | Q3 2019 | 11 |
CHURCHILL MANAGEMENT Corp | 11 | 11 | 0.24% | 0.48% | 0.90% | Q3 2015 | Q1 2018 | 11 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.04% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Cetera Investment Advisers | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 11 |
Parkwood LLC | 11 | 11 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q2 2017 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Advocacy Wealth Management Services, LLC | 9 | 2 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 11 |
STEPHENS INC /AR/ | 11 | 11 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q1 2022 | 11 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 11 | 11 | 0.85% | 2.20% | 2.87% | Q1 2019 | Q3 2021 | 11 |
Tredje AP-fonden | 11 | 11 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2018 | 11 |
Clarkston Capital Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Trilogy Capital Inc. | 7 | 4 | 0.02% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 11 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.12% | 1.00% | Q1 2009 | Q3 2020 | 11 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 11 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2021 | 11 |
EXCALIBUR MANAGEMENT CORP | 11 | 11 | 0.20% | 0.51% | 0.63% | Q1 2021 | Q3 2023 | 11 |
Point72 Asset Management, L.P. | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2016 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q3 2020 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
ALPHA WINDWARD LLC | 5 | 2 | 0.02% | 0.13% | 0.35% | Q2 2013 | Q3 2016 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.00% | 0.04% | 0.46% | Q3 2017 | Q1 2020 | 11 |
DELTA LLOYD NV | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
Assured Investment Management LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q1 2015 | Q4 2018 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.16% | 0.37% | 0.59% | Q2 2013 | Q3 2015 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2022 | 10 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Spire Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Probity Advisors, Inc. | 8 | 2 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Cable Hill Partners, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 10 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q2 2023 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
HERON FINANCIAL GROUP, LLC | 4 | 1 | 0.11% | 0.14% | 0.22% | Q4 2019 | Q2 2023 | 10 |
Santa Fe Partners LLC | 6 | 4 | 0.05% | 0.20% | 0.34% | Q2 2013 | Q4 2015 | 10 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.09% | 0.36% | Q3 2014 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 10 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 10 |
Candriam S.C.A. | 7 | 1 | 0.00% | 0.09% | 0.25% | Q2 2015 | Q3 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Penserra Capital Management LLC | 5 | 1 | 0.00% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 10 |
Meiji Yasuda Life Insurance Co | 8 | 1 | 0.03% | 0.13% | 0.26% | Q2 2013 | Q4 2018 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2023 | 10 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q4 2022 | 10 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Mizuho Asset Management Co.,Ltd. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2016 | 10 |
6 Meridian | 10 | 10 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.03% | 0.12% | 0.24% | Q2 2021 | Q3 2023 | 10 |
FINANCIAL COUNSELORS INC | 10 | 10 | 0.07% | 0.16% | 0.21% | Q2 2021 | Q3 2023 | 10 |
BHF Kleinwort Benson Group S.A. | 10 | 10 | 0.16% | 0.29% | 0.82% | Q2 2013 | Q3 2015 | 10 |
Amundi | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
MUFG Securities EMEA plc | 6 | 1 | 0.00% | 0.10% | 0.19% | Q2 2018 | Q2 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q4 2018 | 10 |
Natixis Investment Managers International | 4 | 3 | 0.01% | 0.05% | 0.12% | Q4 2014 | Q3 2018 | 10 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 2 | 0.02% | 0.22% | 0.40% | Q2 2014 | Q3 2017 | 10 |
SHELTON CAPITAL MANAGEMENT | 9 | 1 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q3 2020 | 10 |
Newport Trust Company, LLC | 10 | 10 | 0.16% | 0.17% | 0.18% | Q2 2021 | Q3 2023 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
Sonora Investment Management, LLC | 9 | 1 | 0.00% | 0.30% | 0.59% | Q4 2016 | Q3 2021 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Neo Ivy Capital Management | 3 | 1 | 0.01% | 0.26% | 0.89% | Q4 2018 | Q2 2023 | 10 |
Summit Global Investments | 9 | 1 | 0.03% | 0.20% | 0.31% | Q1 2018 | Q3 2023 | 10 |
CHUBB CORP | 10 | 10 | 1.12% | 1.20% | 1.41% | Q2 2013 | Q3 2015 | 10 |
Blackstart Capital LP | 8 | 1 | 1.03% | 3.21% | 6.75% | Q1 2017 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Sciencast Management LP | 4 | 1 | 0.13% | 0.45% | 0.84% | Q1 2017 | Q4 2021 | 10 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 2 | 0.02% | 0.08% | 0.31% | Q1 2018 | Q2 2021 | 10 |
ANALYTIC INVESTORS, LLC | 6 | 2 | 0.01% | 0.33% | 0.72% | Q2 2013 | Q3 2016 | 10 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2014 | Q4 2022 | 10 |
Lloyd Advisory Services, LLC. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 9 |
Newbridge Financial Services Group, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 9 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.12% | 0.60% | 1.56% | Q4 2013 | Q4 2022 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 6 | 1 | 0.01% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 9 |
EVOKE WEALTH, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Visium Asset Management, LP | 6 | 3 | 0.01% | 0.05% | 0.23% | Q2 2013 | Q3 2015 | 9 |
O'Shares Investment Advisers, LLC | 6 | 3 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q1 2022 | 9 |
ATLAS CAPITAL ADVISORS LLC | 6 | 3 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q2 2022 | 9 |
Miracle Mile Advisors, LLC | 9 | 9 | 0.06% | 0.06% | 0.08% | Q1 2019 | Q1 2021 | 9 |
Williams Jones Wealth Management, LLC. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
PAYDEN & RYGEL | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
MU Investments Co., Ltd. | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q2 2015 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
Virtus ETF Advisers LLC | 4 | 1 | 0.04% | 0.35% | 0.72% | Q4 2015 | Q4 2021 | 9 |
Bayesian Capital Management, LP | 3 | 1 | 0.03% | 0.08% | 0.13% | Q1 2019 | Q3 2023 | 9 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2020 | Q2 2023 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 2 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q1 2023 | 9 |
B. Riley Wealth Management, Inc. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2022 | 9 |
AMICA PENSION FUND BOARD OF TRUSTEES | 9 | 9 | 0.04% | 0.10% | 0.13% | Q4 2016 | Q4 2018 | 9 |
Riverwater Partners LLC | 9 | 9 | 0.44% | 0.85% | 1.09% | Q4 2021 | Q4 2023 | 9 |
Ancora Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Pearl River Capital, LLC | 4 | 1 | 0.05% | 0.30% | 0.80% | Q4 2018 | Q4 2022 | 9 |
TIVERTON ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
FIRST CITIZENS BANK & TRUST CO | 6 | 3 | 0.02% | 0.17% | 0.39% | Q2 2013 | Q2 2018 | 9 |
Financial Gravity Asset Management, Inc. | 5 | 4 | 0.00% | 0.03% | 0.20% | Q1 2019 | Q3 2023 | 9 |
ERn Financial, LLC | 9 | 9 | 0.06% | 0.09% | 0.14% | Q3 2021 | Q3 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.08% | 0.27% | Q1 2013 | Q2 2021 | 9 |
SEGALL BRYANT & HAMILL, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2021 | 9 |
Old North State Trust, LLC | 6 | 3 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Addison Advisors LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
IAG Wealth Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
PineBridge Investments, L.P. | 8 | 1 | 0.00% | 0.12% | 0.36% | Q2 2014 | Q1 2021 | 9 |
Bridgefront Capital, LLC | 7 | 1 | 0.18% | 0.37% | 0.61% | Q4 2020 | Q2 2023 | 9 |
Symmetry Partners, LLC | 5 | 4 | 0.04% | 0.07% | 0.14% | Q1 2019 | Q4 2023 | 9 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 9 |
Old Port Advisors | 8 | 1 | 0.25% | 0.35% | 0.44% | Q2 2021 | Q3 2023 | 9 |
Castleton Investment Management LLC | 3 | 3 | 0.64% | 2.87% | 6.52% | Q4 2015 | Q2 2018 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.00% | 0.04% | 0.34% | Q3 2021 | Q3 2023 | 9 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.09% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Jupiter Investment Management Ltd | 6 | 1 | 0.05% | 0.25% | 0.58% | Q3 2013 | Q4 2019 | 9 |
Krane Funds Advisors LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
AHL Partners LLP | 4 | 2 | 0.01% | 0.14% | 0.45% | Q3 2014 | Q3 2017 | 8 |
ZEKE CAPITAL ADVISORS, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q4 2019 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q3 2016 | 8 |
FIL Ltd | 6 | 2 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q1 2021 | 8 |
ALGERT GLOBAL LLC | 8 | 8 | 0.05% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 8 |
PARK AVENUE SECURITIES LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q3 2021 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 8 |
LMCG INVESTMENTS, LLC | 7 | 1 | 0.06% | 0.09% | 0.23% | Q3 2015 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 5 | 3 | 0.04% | 0.13% | 0.43% | Q4 2018 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CARLSON CAPITAL L P | 6 | 1 | 0.15% | 0.28% | 0.59% | Q2 2016 | Q1 2020 | 8 |
MV CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NovaPoint Capital, LLC | 8 | 8 | 0.08% | 0.26% | 0.38% | Q4 2021 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 8 |
ETRADE Capital Management LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 8 |
ALPHASIMPLEX GROUP, LLC | 4 | 4 | 0.11% | 0.16% | 0.19% | Q1 2019 | Q1 2021 | 8 |
LNZ Capital LP | 5 | 1 | 2.20% | 7.47% | 14.10% | Q4 2015 | Q4 2020 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.04% | 0.16% | 0.35% | Q4 2019 | Q3 2021 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2018 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 8 |
Hartford Financial Management Inc. | 8 | 8 | 0.21% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Nuveen Fund Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.15% | Q2 2016 | Q1 2018 | 8 |
MONTAG A & ASSOCIATES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EARNEST PARTNERS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stevens First Principles Investment Advisors | 5 | 3 | 1.04% | 1.25% | 1.53% | Q2 2013 | Q2 2015 | 8 |
Grantham, Mayo, Van Otterloo & Co. LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2017 | 8 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.13% | 0.47% | Q2 2013 | Q4 2017 | 8 |
FIRST NATIONAL BANK SIOUX FALLS | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
MML INVESTORS SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 7 | 1 | 0.04% | 0.53% | 1.36% | Q2 2013 | Q2 2015 | 8 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 8 | 8 | 0.10% | 0.14% | 0.22% | Q3 2020 | Q2 2022 | 8 |
Retirement Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
First City Capital Management, Inc. | 6 | 2 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q1 2016 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Karp Capital Management Corp | 7 | 1 | 0.12% | 0.17% | 0.25% | Q4 2014 | Q1 2017 | 8 |
Railway Pension Investments Ltd | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2018 | Q3 2020 | 8 |
AGF INVESTMENTS INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ALPS ADVISORS INC | 8 | 8 | 0.19% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Kovack Advisors, Inc. | 5 | 3 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q4 2019 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2014 | 8 |
MADDEN SECURITIES Corp | 8 | 8 | 0.78% | 1.51% | 2.10% | Q4 2021 | Q3 2023 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.41% | 0.57% | 0.74% | Q2 2015 | Q1 2017 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.27% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Banque Cantonale Vaudoise | 8 | 8 | 0.01% | 0.07% | 0.24% | Q4 2019 | Q3 2021 | 8 |
Savant Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q1 2015 | 8 |
TCW GROUP INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
GABLES CAPITAL MANAGEMENT INC. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2020 | 8 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.01% | 0.12% | 0.34% | Q3 2013 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UBS OCONNOR LLC | 5 | 2 | 0.01% | 0.12% | 0.25% | Q2 2013 | Q2 2015 | 7 |
CCM INVESTMENT ADVISERS LLC | 7 | 7 | 0.02% | 0.18% | 0.74% | Q1 2014 | Q3 2015 | 7 |
Cognios Capital, LLC | 7 | 7 | 0.16% | 0.38% | 0.90% | Q2 2014 | Q4 2015 | 7 |
Richard Bernstein Advisors LLC | 7 | 7 | 0.06% | 0.09% | 0.13% | Q2 2019 | Q4 2020 | 7 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 7 |
American Research & Management Co. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Perkins Investment Management, LLC | 7 | 7 | 0.66% | 1.00% | 1.50% | Q3 2015 | Q1 2017 | 7 |
PSI Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
THOMAS WHITE INTERNATIONAL LTD | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2021 | 7 |
Beaird Harris Wealth Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Electron Capital Partners, LLC | 5 | 2 | 1.27% | 3.36% | 10.06% | Q3 2015 | Q2 2020 | 7 |
WAFRA INC. | 7 | 7 | 0.52% | 1.14% | 1.75% | Q1 2019 | Q3 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Airain ltd | 2 | 1 | 0.01% | 0.16% | 0.43% | Q2 2013 | Q4 2016 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.05% | 0.11% | 0.14% | Q1 2017 | Q2 2023 | 7 |
DUALITY ADVISERS, LP | 4 | 1 | 0.08% | 0.34% | 0.43% | Q4 2018 | Q4 2021 | 7 |
Machina Capital S.A.S. | 4 | 3 | 0.10% | 0.33% | 0.58% | Q1 2019 | Q3 2023 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
ORRSTOWN FINANCIAL SERVICES INC | 7 | 7 | 0.78% | 0.95% | 1.04% | Q3 2014 | Q1 2016 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2019 | 7 |
SIT INVESTMENT ASSOCIATES INC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 7 |
Monarch Partners Asset Management LLC | 5 | 2 | 0.41% | 0.83% | 1.53% | Q1 2014 | Q2 2018 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2015 | Q3 2016 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
National Pension Service | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2019 | 7 |
Abbot Financial Management, Inc. | 7 | 7 | 0.11% | 0.36% | 0.53% | Q2 2020 | Q4 2021 | 7 |
Numeric Investors LLC | 4 | 1 | 0.00% | 0.13% | 0.29% | Q2 2013 | Q1 2017 | 7 |
Dean Capital Management | 7 | 7 | 0.45% | 0.73% | 1.00% | Q2 2019 | Q4 2020 | 7 |
OMERS ADMINISTRATION Corp | 4 | 3 | 0.02% | 0.08% | 0.16% | Q2 2017 | Q3 2019 | 7 |
REINHART PARTNERS, LLC. | 7 | 7 | 1.13% | 1.37% | 1.84% | Q3 2015 | Q1 2017 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LUMINUS MANAGEMENT LLC | 2 | 1 | 0.02% | 0.25% | 0.49% | Q2 2013 | Q2 2018 | 7 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.07% | Q1 2015 | Q2 2023 | 7 |
FIRST QUADRANT LLC/CA | 3 | 1 | 0.00% | 0.20% | 0.50% | Q4 2013 | Q4 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
NCM Capital Advisers, Inc. | 7 | 7 | 0.01% | 0.19% | 0.53% | Q4 2014 | Q2 2016 | 7 |
TCF National Bank | 7 | 7 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2021 | 7 |
Altshuler Shaham Ltd | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 7 |
ROCKLAND TRUST CO | 7 | 7 | 0.03% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Intrua Financial, LLC | 7 | 7 | 0.10% | 0.26% | 0.42% | Q3 2021 | Q1 2023 | 7 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2019 | 7 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2021 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 6 |
CVA Family Office, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2022 | 6 |
ALLSTATE CORP | 5 | 1 | 0.01% | 0.22% | 0.50% | Q2 2016 | Q1 2020 | 6 |
HENDLEY & CO INC | 6 | 6 | 1.56% | 1.84% | 2.21% | Q2 2020 | Q3 2021 | 6 |
SouthState Corp | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
WEST PACES ADVISORS INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
BAILARD, INC. | 5 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2021 | 6 |
Longbow Capital Partners, L.P. | 3 | 1 | 0.47% | 3.06% | 7.39% | Q3 2013 | Q1 2016 | 6 |
Crosspoint Capital Strategies, LLC | 5 | 1 | 0.01% | 0.07% | 0.16% | Q4 2013 | Q3 2015 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2019 | 6 |
CLEAR STREET MARKETS LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Mondrian Investment Partners LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 6 |
Brookstone Capital Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
CYPRESS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.92% | 0.96% | 1.02% | Q2 2020 | Q3 2021 | 6 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q2 2023 | 6 |
CULLEN/FROST BANKERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.30% | 0.57% | 1.21% | Q2 2022 | Q3 2023 | 6 |
British Airways Pensions Investment Management Ltd | 4 | 2 | 0.53% | 0.77% | 1.02% | Q4 2015 | Q4 2017 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q2 2023 | 6 |
IRON Financial LLC | 6 | 6 | 0.14% | 0.30% | 0.45% | Q1 2022 | Q2 2023 | 6 |
SteelPeak Wealth, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 6 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 6 |
Semmax Financial Advisors Inc. | 5 | 1 | 0.00% | 0.32% | 1.07% | Q4 2021 | Q3 2023 | 6 |
Cypress Wealth Advisors LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q4 2015 | Q1 2017 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Eliot Finkel Investment Counsel, LLC | 6 | 6 | 2.15% | 2.63% | 3.00% | Q2 2020 | Q3 2021 | 6 |
Waverly Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q4 2022 | 6 |
Spot Trading L.L.C | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 6 |
Vontobel Holding Ltd. | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 6 |
KENNEDY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.26% | 0.45% | Q2 2018 | Q3 2019 | 6 |
Neuberger Berman Canada ULC | 3 | 1 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q4 2016 | 6 |
Pendal Group Ltd | 5 | 1 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 6 |
Somerset Trust Co | 6 | 6 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q3 2021 | 6 |
Inspire Advisors, LLC | 5 | 1 | 0.01% | 0.10% | 0.18% | Q4 2020 | Q1 2023 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.08% | 0.27% | 0.40% | Q2 2016 | Q4 2022 | 6 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q4 2022 | 6 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.22% | 0.68% | Q1 2016 | Q4 2021 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.03% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Redwood Investment Management, LLC | 4 | 2 | 0.16% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 6 |
Czech National Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2023 | 6 |
Euclid Advisors LLC | 3 | 1 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q2 2016 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Fulcrum Asset Management LLP | 3 | 1 | 0.07% | 0.45% | 0.98% | Q2 2020 | Q1 2022 | 6 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2018 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.15% | 0.21% | 0.26% | Q4 2013 | Q1 2015 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
SIR Capital Management, L.P. | 3 | 3 | 0.16% | 0.82% | 1.51% | Q2 2013 | Q1 2015 | 6 |
Mariner, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Quantamental Technologies LLC | 4 | 1 | 0.10% | 0.24% | 0.48% | Q4 2018 | Q3 2023 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.02% | 0.09% | Q1 2023 | Q3 2023 | 6 |
Compagnie Lombard Odier SCmA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
PFG Private Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
PAX Financial Group, LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 6 |
IBEX WEALTH ADVISORS | 6 | 6 | 1.11% | 1.28% | 1.48% | Q4 2018 | Q1 2020 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2014 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2015 | 6 |
TOEWS CORP /ADV | 2 | 1 | 0.10% | 0.40% | 0.79% | Q2 2016 | Q3 2023 | 6 |
Cypress Capital Group | 3 | 3 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.13% | 0.26% | 0.42% | Q1 2014 | Q4 2018 | 6 |
Omnia Family Wealth, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
Sequoia Financial Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q4 2022 | 5 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 5 |
MANA Advisors LLC | 2 | 1 | 0.24% | 0.98% | 2.21% | Q4 2017 | Q2 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Hudson Bay Capital Management LP | 3 | 2 | 0.02% | 0.05% | 0.08% | Q1 2022 | Q3 2023 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2019 | 5 |
Stone Ridge Asset Management LLC | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2017 | Q4 2018 | 5 |
Empirical Finance, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 5 |
Morningstar Investment Services LLC | 5 | 5 | 0.01% | 0.11% | 0.28% | Q3 2021 | Q3 2022 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Solidarity Wealth, LLC | 3 | 2 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q3 2023 | 5 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q3 2021 | 5 |
Wilson, Kemp & Associates, Inc. | 5 | 5 | 0.39% | 0.62% | 0.85% | Q2 2013 | Q2 2014 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
USA FINANCIAL FORMULAS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
US Asset Management LLC | 2 | 1 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2023 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.04% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2016 | 5 |
VALLEY NATIONAL ADVISERS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 5 |
KANALY TRUST CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2017 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.09% | 0.24% | Q3 2020 | Q3 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2013 | Q3 2014 | 5 |
WestEnd Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 2 | 0.03% | 0.21% | 0.36% | Q4 2014 | Q3 2020 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.26% | 0.35% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Midwest Professional Planners, LTD. | 5 | 5 | 0.32% | 0.37% | 0.46% | Q4 2017 | Q4 2018 | 5 |
Convergence Investment Partners, LLC | 2 | 1 | 0.26% | 0.44% | 0.66% | Q3 2013 | Q1 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q4 2022 | 5 |
StoneX Group Inc. | 4 | 1 | 0.03% | 0.25% | 0.52% | Q4 2021 | Q1 2023 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 5 |
Price Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
MATRIX ASSET ADVISORS INC/NY | 5 | 5 | 1.11% | 2.06% | 2.84% | Q3 2020 | Q3 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Signition LP | 5 | 5 | 0.37% | 0.40% | 0.43% | Q4 2017 | Q4 2018 | 5 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 1 | 0.32% | 0.54% | 0.94% | Q3 2013 | Q3 2015 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.02% | 0.04% | 0.10% | Q3 2016 | Q3 2017 | 5 |
Key FInancial Inc | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Pine River Capital Management L.P. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 5 |
WEST BANCORPORATION INC | 5 | 5 | 0.15% | 0.17% | 0.18% | Q2 2022 | Q2 2023 | 5 |
Unigestion Holding SA | 4 | 1 | 0.25% | 0.92% | 2.06% | Q4 2018 | Q1 2020 | 5 |
SWS Partners | 5 | 5 | 1.14% | 1.31% | 1.57% | Q4 2017 | Q4 2018 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Bridgeworth, LLC | 2 | 1 | 0.05% | 0.10% | 0.12% | Q1 2017 | Q2 2019 | 5 |
SVA Wealth Management, LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q4 2020 | 5 |
Pinion Investment Advisors, LLC | 5 | 5 | 0.24% | 0.29% | 0.30% | Q2 2020 | Q2 2021 | 5 |
Costello Asset Management, INC | 5 | 5 | 0.01% | 0.23% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Apollon Wealth Management, LLC | 2 | 1 | 0.04% | 0.16% | 0.46% | Q2 2020 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.11% | 0.20% | Q4 2020 | Q2 2023 | 5 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 5 |
Salomon & Ludwin, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q2 2022 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.24% | 0.34% | 0.45% | Q2 2020 | Q2 2021 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 2 | 0.05% | 0.12% | 0.24% | Q4 2019 | Q4 2022 | 5 |
Grove Bank & Trust | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
Westover Capital Advisors, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q4 2018 | Q3 2019 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
FORA Capital, LLC | 3 | 1 | 0.07% | 0.11% | 0.18% | Q4 2019 | Q3 2021 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.29% | 0.42% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q3 2019 | Q2 2020 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.02% | 0.13% | 0.33% | Q3 2021 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Elkhorn Investments, LLC | 4 | 4 | 0.91% | 0.96% | 1.02% | Q1 2017 | Q4 2017 | 4 |
CROFT-LEOMINSTER INC | 4 | 4 | 0.09% | 0.14% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Arkadios Wealth Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 4 |
SEI TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 2 | 1 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q1 2015 | 4 |
Atom Investors LP | 4 | 4 | 0.08% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
TD Waterhouse Canada Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Shelter Harbor Advisors, LP | 3 | 1 | 4.84% | 6.58% | 8.83% | Q4 2017 | Q1 2019 | 4 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 1.80% | 2.70% | Q3 2014 | Q3 2023 | 4 |
FDO Partners, LLC | 2 | 1 | 0.08% | 0.33% | 0.57% | Q4 2015 | Q2 2017 | 4 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q1 2022 | 4 |
Versor Investments LP | 3 | 1 | 0.02% | 0.19% | 0.40% | Q2 2019 | Q2 2020 | 4 |
Cassady Schiller Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 4 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 4 |
Archford Capital Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 4 |
Ziegler Capital Management, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.34% | 0.74% | 1.04% | Q2 2014 | Q1 2015 | 4 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.39% | 0.66% | 1.42% | Q2 2013 | Q2 2014 | 4 |
Principal Street Partners, LLC | 3 | 1 | 0.43% | 1.08% | 1.60% | Q1 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 4 |
Summit X, LLC | 4 | 4 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q2 2023 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2019 | 4 |
Artemis Investment Management LLP | 3 | 1 | 0.07% | 0.12% | 0.14% | Q4 2018 | Q2 2022 | 4 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.15% | 0.38% | 0.67% | Q4 2013 | Q1 2016 | 4 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
Cerebellum GP, LLC | 1 | 1 | 0.05% | 0.17% | 0.30% | Q4 2017 | Q2 2020 | 4 |
FIRST INTERSTATE BANK | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2019 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beck Bode, LLC | 2 | 1 | 0.04% | 2.80% | 3.93% | Q4 2018 | Q3 2020 | 4 |
OLD SECOND NATIONAL BANK OF AURORA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
JB Capital LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Widmann Financial Services, Inc. | 4 | 4 | 0.40% | 0.47% | 0.51% | Q4 2021 | Q3 2022 | 4 |
CERTUITY, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
F&C Asset Management plc | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
TriaGen Wealth Management LLC | 3 | 1 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q2 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 4 |
Avior Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 4 |
CAMBIAR INVESTORS LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 4 |
CenterStar Asset Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.16% | 0.40% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Horizon Investment Services, LLC | 4 | 4 | 0.16% | 0.20% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
STONERIDGE INVESTMENT PARTNERS LLC | 2 | 2 | 0.13% | 0.54% | 0.94% | Q4 2020 | Q4 2021 | 4 |
Castellan Group | 4 | 4 | 0.33% | 0.67% | 1.02% | Q4 2020 | Q3 2021 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q1 2021 | 4 |
Brookfield Asset Management | 4 | 4 | 0.04% | 0.13% | 0.18% | Q3 2018 | Q2 2019 | 4 |
Penn Capital Management Company, LLC | 4 | 4 | 0.27% | 0.37% | 0.46% | Q1 2020 | Q4 2020 | 4 |
Stux Capital Management, LLC | 2 | 2 | 0.05% | 0.09% | 0.20% | Q2 2013 | Q2 2014 | 4 |
BANK OF HAWAII | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2019 | 4 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.23% | 0.53% | 0.74% | Q2 2013 | Q1 2014 | 4 |
Polar Asset Management Partners Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 4 |
Legg Mason Asset Management (Japan) Co., Ltd. | 3 | 1 | 0.30% | 0.33% | 0.38% | Q2 2013 | Q4 2021 | 4 |
BANQUE PICTET & CIE SA | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 4 |
Blueshift Asset Management, LLC | 2 | 1 | 0.08% | 0.13% | 0.18% | Q2 2019 | Q4 2020 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2022 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
New Hampshire Trust | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Caprock Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Titus Wealth Management | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q2 2022 | 4 |
Qtron Investments LLC | 4 | 4 | 0.23% | 0.30% | 0.36% | Q4 2018 | Q3 2019 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.25% | 0.32% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.14% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q1 2021 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
GENERAL ELECTRIC CO | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2015 | 4 |
Dynamic Capital Management Ltd | 3 | 1 | 0.05% | 0.24% | 0.63% | Q3 2013 | Q4 2017 | 4 |
XTX Topco Ltd | 4 | 4 | 0.07% | 0.14% | 0.25% | Q3 2022 | Q2 2023 | 4 |
Alaska Permanent Fund Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Wealthcare Advisory Partners LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Ten Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 4 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
COHEN & STEERS, INC. | 2 | 1 | 0.10% | 0.15% | 0.20% | Q4 2018 | Q3 2020 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Partnervest Advisory Services LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Pacifica Partners Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.39% | 0.41% | 0.42% | Q4 2018 | Q2 2019 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2018 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q4 2021 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q4 2020 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q3 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.04% | 0.13% | 0.19% | Q1 2019 | Q3 2019 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q4 2014 | 3 |
PATTON FUND MANAGEMENT, INC. | 2 | 1 | 0.06% | 0.44% | 0.84% | Q4 2022 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Godshalk Welsh Capital Management, Inc. | 2 | 1 | 0.21% | 0.22% | 0.22% | Q4 2014 | Q1 2016 | 3 |
Clark Capital Management Group, Inc. | 3 | 3 | 0.24% | 0.28% | 0.32% | Q1 2016 | Q3 2016 | 3 |
ENDEX CAPITAL MANAGEMENT LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.06% | 0.09% | 0.12% | Q3 2013 | Q1 2014 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BRC Investment Management LLC | 2 | 1 | 0.12% | 0.33% | 0.72% | Q2 2013 | Q3 2016 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.08% | 0.12% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Quarry LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.13% | 0.38% | 0.60% | Q2 2013 | Q1 2015 | 3 |
Newtyn Management, LLC | 3 | 3 | 0.91% | 1.20% | 1.61% | Q1 2020 | Q3 2020 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.12% | 0.17% | 0.23% | Q4 2019 | Q3 2021 | 3 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
FRONTIER INVESTMENT MGMT CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
Measured Wealth Private Client Group, LLC | 3 | 3 | 0.13% | 0.19% | 0.22% | Q4 2022 | Q2 2023 | 3 |
VALLEY WEALTH MANAGERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
NatWest Group plc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Exchange Capital Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 3 | 3 | 0.44% | 0.68% | 0.96% | Q4 2020 | Q2 2021 | 3 |
Edmond de Rothschild (Europe) | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2015 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Argent Advisors, Inc. | 2 | 1 | 0.09% | 0.20% | 0.37% | Q4 2019 | Q1 2022 | 3 |
GLG INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Tilt Investment Management Holdings, PBC | 3 | 3 | 0.35% | 0.38% | 0.42% | Q4 2022 | Q2 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.03% | 0.06% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.09% | 0.52% | 1.16% | Q3 2017 | Q1 2020 | 3 |
361 CAPITAL LLC | 2 | 1 | 0.16% | 0.18% | 0.22% | Q4 2016 | Q2 2018 | 3 |
Bellecapital International Ltd. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q3 2019 | Q1 2020 | 3 |
LBP AM SA | 2 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Realta Investment Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.29% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
WESBANCO BANK INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 3 |
Wakefield Asset Management LLLP | 2 | 1 | 0.37% | 0.65% | 1.19% | Q4 2018 | Q2 2022 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
iSAM Funds (UK) Ltd | 2 | 1 | 0.34% | 1.23% | 2.92% | Q4 2022 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Hutchin Hill Capital, LP | 3 | 3 | 0.02% | 0.06% | 0.13% | Q2 2017 | Q4 2017 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2014 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.44% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 3 |
River Road Asset Management, LLC | 3 | 3 | 0.28% | 0.30% | 0.30% | Q1 2021 | Q3 2021 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Zebra Capital Management LLC | 3 | 3 | 0.17% | 0.26% | 0.35% | Q3 2018 | Q1 2019 | 3 |
Delphi Private Advisors LLC | 2 | 1 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q4 2017 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q4 2023 | 3 |
COLONY GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Insight Wealth Strategies, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q1 2021 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.06% | 0.39% | 0.58% | Q4 2015 | Q2 2016 | 3 |
OSSIAM | 2 | 1 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q4 2019 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2017 | 3 |
DEERE & CO | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2016 | Q3 2016 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.15% | 0.17% | 0.19% | Q2 2013 | Q4 2013 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2020 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q2 2015 | Q3 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.36% | 0.38% | 0.42% | Q1 2023 | Q3 2023 | 3 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 3 |
Integrated Advisors Network LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2023 | Q3 2023 | 3 |
FORT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2019 | 2 |
Archipel Asset Management AB | 1 | 1 | 1.56% | 1.59% | 1.62% | Q4 2013 | Q2 2014 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.49% | 0.53% | 0.56% | Q2 2014 | Q3 2014 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.14% | 0.22% | 0.31% | Q4 2022 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Oliver Luxxe Assets LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q2 2019 | 2 |
DALTON GREINER HARTMAN MAHER & CO | 2 | 2 | 0.40% | 0.42% | 0.43% | Q2 2013 | Q3 2013 | 2 |
RAYMOND JAMES TRUST N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
LUCUS ADVISORS LLC | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2014 | Q1 2015 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Ellis Investment Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q4 2021 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.14% | 0.36% | 0.59% | Q4 2022 | Q1 2023 | 2 |
Foundations Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
AMF Tjanstepension AB | 2 | 2 | 0.20% | 0.23% | 0.26% | Q1 2020 | Q2 2020 | 2 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 2 |
BI Asset Management Fondsmaeglerselskab A/S | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
CrestPoint Capital Management, LLC | 2 | 2 | 0.48% | 0.50% | 0.53% | Q1 2015 | Q2 2015 | 2 |
SKBA CAPITAL MANAGEMENT LLC | 2 | 2 | 1.44% | 1.44% | 1.45% | Q2 2023 | Q3 2023 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Townsend & Associates, Inc | 2 | 2 | 1.16% | 1.27% | 1.38% | Q3 2020 | Q4 2020 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2022 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Copperwynd Financial, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.09% | 0.12% | 0.15% | Q3 2021 | Q4 2021 | 2 |
Jump Trading, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q3 2018 | Q4 2018 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 0.12% | 0.16% | 0.21% | Q3 2020 | Q4 2020 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
ATLAS Infrastructure Partners (UK) Ltd. | 2 | 2 | 16.86% | 16.97% | 17.09% | Q4 2021 | Q1 2022 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
TFG Asset Management GP Ltd | 1 | 1 | 0.33% | 0.36% | 0.38% | Q4 2018 | Q2 2019 | 2 |
ASSOCIATED BANC-CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
COMERICA SECURITIES,INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.65% | 0.76% | 0.87% | Q4 2013 | Q1 2014 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Research Global Investors | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q2 2023 | 2 |
Jackson Creek Investment Advisors LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 2 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
Wahed Invest LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q2 2022 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 0.15% | 0.30% | Q3 2019 | Q4 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q3 2019 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.49% | 0.58% | 0.66% | Q4 2022 | Q1 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Man Investments Ltd | 2 | 2 | 0.31% | 0.34% | 0.37% | Q1 2014 | Q2 2014 | 2 |
WASHINGTON TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Oak Thistle LLC | 1 | 1 | 0.52% | 0.75% | 0.98% | Q4 2022 | Q3 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Western Wealth Management, LLC | 1 | 1 | 0.62% | 0.85% | 1.08% | Q2 2019 | Q4 2019 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Arden Trust Co | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q2 2021 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SageGuard Financial Group, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q4 2020 | Q1 2021 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Ada Investment Management, LP | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2015 | Q4 2015 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
HL FINANCIAL SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 2 | 2 | 0.49% | 0.58% | 0.67% | Q4 2013 | Q1 2014 | 2 |
TPH Asset Management, LLC | 2 | 2 | 0.05% | 0.11% | 0.18% | Q1 2016 | Q2 2016 | 2 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q3 2017 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q1 2022 | 2 |
Alexandria Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Diligent Investors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
BANCED CORP | 1 | 1 | 0.33% | 0.38% | 0.44% | Q4 2017 | Q4 2018 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Exane Asset Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Psagot Value Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
Graham Capital Management, L.P. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.18% | 0.28% | 0.39% | Q2 2013 | Q3 2023 | 2 |
Athanor Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 2 |
Galvin, Gaustad & Stein, LLC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q1 2021 | Q2 2021 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
CarsonAllaria Wealth Management, Ltd. | 2 | 2 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q1 2022 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
FormulaFolio Investments, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q1 2016 | Q2 2021 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Prospera Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.17% | 0.28% | Q3 2021 | Q3 2021 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.20% | 0.27% | Q4 2013 | Q3 2014 | 2 |
EXANE DERIVATIVES | 2 | 2 | 1.85% | 2.15% | 2.44% | Q4 2014 | Q1 2015 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q4 2013 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2020 | Q1 2021 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.03% | 0.21% | 0.40% | Q1 2017 | Q4 2018 | 2 |
Arlington Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.13% | 0.20% | Q3 2017 | Q1 2020 | 2 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q3 2018 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q3 2013 | Q4 2013 | 2 |
Capital Analysts, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Nexus Asset Management LLC | 2 | 2 | 2.38% | 3.44% | 4.50% | Q2 2014 | Q3 2014 | 2 |
Acrospire Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q2 2017 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.45% | 1.65% | 2.85% | Q3 2017 | Q1 2021 | 2 |
Certified Advisory Corp | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2021 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2019 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2022 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
EMFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Olympiad Research LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cai Capital Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Thrive Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Centenus Global Management, LP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2020 | Q1 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Corton Capital Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2022 | Q2 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
MQS Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2017 | Q1 2017 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2020 | Q4 2020 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
iA Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SECOR Capital Advisors, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2018 | Q3 2018 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Aventail Capital Group, LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2022 | Q1 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Gladius Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Glenview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Newport Wealth Strategies, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2018 | Q2 2018 | 1 |
Kula Investments, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
North Star Investment Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
LMR Master Fund Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2023 | Q1 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.95% | 0.95% | 0.95% | Q4 2022 | Q4 2022 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2013 | Q2 2013 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
American Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Donoghue Forlines LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
GLG Partners LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Merit Investment Management, LLC | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2013 | Q2 2013 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2016 | Q2 2016 | 1 |
TLP GROUP LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Jackson, Grant Investment Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2012 | Q2 2012 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Yaupon Capital Management LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q2 2023 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Recurrent Investment Advisors LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2019 | Q4 2019 | 1 |
PREMIER ASSET MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Indices-Pac Research Corp. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2013 | Q2 2013 | 1 |
Leap Investments LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Petrus Trust Company, LTA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Praesidis Advisors LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q3 2013 | Q3 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
West Tower Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2017 | Q3 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Sabal Trust CO | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2021 | Q3 2021 | 1 |
Monument Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2021 | Q3 2021 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2015 | Q3 2015 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2020 | Q1 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Infini Capital Management Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2022 | Q2 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Carmichael Hill & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
Core Alternative Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2017 | Q1 2017 | 1 |
GROUP ONE TRADING, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Invictus RG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Perpetual Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Coann Capital LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2022 | Q2 2022 | 1 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Hatteras Investment Partners, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2016 | Q1 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own PINNACLE WEST CAP CORP or have owned PINNACLE WEST CAP CORP in the past.