Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.04% | 0.24% | Q1 2012 | Q3 2023 | 127 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 124 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 116 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 113 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 112 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 108 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q3 2023 | 107 |
Parallax Volatility Advisers, L.P. | 20 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 100 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 100 |
Citadel Advisors | 42 | 42 | 0.00% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 98 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 93 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.61% | Q2 2013 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.07% | 1.08% | Q4 2015 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.15% | Q1 2012 | Q3 2023 | 88 |
Jefferies Group LLC | 30 | 7 | 0.00% | 0.14% | 0.60% | Q2 2013 | Q3 2022 | 83 |
WOLVERINE TRADING, LLC | 16 | 2 | 0.00% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 82 |
BNP PARIBAS FINANCIAL MARKETS | 37 | 4 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 82 |
CAPITAL FUND MANAGEMENT S.A. | 25 | 1 | 0.00% | 0.06% | 0.42% | Q2 2013 | Q3 2023 | 77 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.04% | 0.14% | Q3 2013 | Q3 2023 | 76 |
TWO SIGMA INVESTMENTS, LP | 28 | 1 | 0.00% | 0.04% | 0.49% | Q2 2013 | Q4 2022 | 75 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 75 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 68 |
Twin Tree Management, LP | 15 | 1 | 0.00% | 0.05% | 0.18% | Q4 2012 | Q2 2023 | 67 |
HAP Trading, LLC | 14 | 4 | 0.00% | 0.21% | 1.42% | Q2 2013 | Q4 2022 | 66 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 64 |
NOMURA HOLDINGS INC | 20 | 2 | 0.00% | 0.03% | 0.83% | Q4 2012 | Q3 2023 | 60 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 59 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q2 2018 | 57 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.07% | 0.47% | Q1 2009 | Q3 2023 | 57 |
PEAK6 Investments LLC | 20 | 20 | 0.00% | 0.05% | 0.17% | Q3 2018 | Q2 2023 | 57 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 57 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.15% | 0.81% | Q2 2013 | Q3 2023 | 56 |
Paloma Partners Management Co | 23 | 1 | 0.00% | 0.06% | 0.47% | Q2 2013 | Q1 2023 | 55 |
Squarepoint Ops LLC | 16 | 2 | 0.00% | 0.08% | 0.49% | Q1 2015 | Q3 2023 | 52 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.13% | 0.39% | Q4 2013 | Q1 2018 | 50 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.03% | 0.07% | 0.13% | Q3 2011 | Q3 2023 | 49 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 49 | 49 | 0.02% | 0.10% | 0.21% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.01% | 0.05% | 0.16% | Q4 2011 | Q3 2023 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.04% | 0.22% | Q1 2012 | Q3 2023 | 47 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 19 | 18 | 0.00% | 0.05% | 0.28% | Q2 2014 | Q3 2023 | 46 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q3 2016 | Q2 2023 | 46 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 46 |
KGH Ltd | 15 | 1 | 0.00% | 3.03% | 9.79% | Q2 2013 | Q3 2020 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.04% | 0.17% | Q4 2012 | Q3 2023 | 44 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.13% | 0.41% | Q2 2013 | Q1 2017 | 44 |
Calamos Advisors LLC | 31 | 7 | 0.01% | 0.11% | 0.36% | Q3 2013 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.27% | 0.62% | Q2 2013 | Q3 2023 | 44 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.04% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.03% | 0.12% | 0.21% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q2 2023 | 43 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.04% | 0.10% | 0.16% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.02% | 0.07% | Q4 2012 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 43 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.02% | 0.13% | 0.62% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Capital World Investors | 42 | 42 | 0.01% | 0.35% | 0.93% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.04% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.01% | 0.12% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.03% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Korea Investment CORP | 42 | 42 | 0.01% | 0.14% | 0.37% | Q2 2013 | Q3 2023 | 42 |
BNP Paribas Asset Management Holding S.A. | 42 | 42 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ADAMS NATURAL RESOURCES FUND, INC. | 42 | 42 | 1.18% | 2.26% | 4.11% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.19% | 0.54% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
GARDNER LEWIS ASSET MANAGEMENT L P | 42 | 42 | 0.34% | 0.98% | 2.68% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.20% | 2.37% | 5.72% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.39% | 1.00% | 1.52% | Q2 2013 | Q3 2023 | 42 |
VAN ECK ASSOCIATES CORP | 42 | 42 | 0.04% | 0.75% | 1.91% | Q2 2013 | Q3 2023 | 42 |
NORDEA INVESTMENT MANAGEMENT AB | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.04% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.05% | 0.18% | 0.63% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
CI INVESTMENTS INC. | 42 | 42 | 0.01% | 0.18% | 0.76% | Q2 2013 | Q3 2023 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FDx Advisors, Inc. | 42 | 42 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.02% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.03% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SENTRY INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.03% | 0.17% | 0.43% | Q2 2013 | Q3 2023 | 42 |
DELTA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.55% | 3.36% | 5.90% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
PROFUND ADVISORS LLC | 42 | 42 | 0.03% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.02% | 0.19% | 0.60% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
GATEWAY INVESTMENT ADVISERS LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.02% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.08% | 0.30% | 0.80% | Q2 2013 | Q3 2023 | 42 |
DekaBank Deutsche Girozentrale | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WESTPAC BANKING CORP | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Trust & Banking Corp | 42 | 42 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.05% | 0.46% | 1.20% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.29% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BECKER CAPITAL MANAGEMENT INC | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.18% | 0.86% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 0.57% | 1.19% | 2.04% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.04% | 0.11% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.10% | 0.30% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Stephens Investment Management Group LLC | 42 | 42 | 0.02% | 0.16% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
HARTFORD INVESTMENT MANAGEMENT CO | 42 | 42 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.02% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 0.03% | 0.19% | 0.34% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.05% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.04% | 0.09% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
AMALGAMATED BANK | 40 | 2 | 0.03% | 0.09% | 0.14% | Q4 2012 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.00% | 1.23% | 2.28% | Q2 2013 | Q3 2023 | 42 |
JANUS HENDERSON GROUP PLC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 42 | 42 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.03% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST BANK | 42 | 42 | 0.25% | 0.53% | 1.24% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 27 | 14 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
CoreCommodity Management, LLC | 41 | 41 | 0.20% | 0.63% | 1.50% | Q3 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 31 | 10 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 41 |
AMARILLO NATIONAL BANK | 27 | 14 | 0.08% | 0.18% | 0.40% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.04% | 0.09% | 0.14% | Q1 2013 | Q3 2023 | 41 |
Robeco Institutional Asset Management B.V. | 34 | 7 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 32 | 7 | 0.00% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 41 |
Kentucky Retirement Systems Insurance Trust Fund | 41 | 41 | 0.05% | 0.13% | 0.19% | Q3 2013 | Q3 2023 | 41 |
Point72 Asset Management, L.P. | 22 | 9 | 0.00% | 0.26% | 1.09% | Q3 2014 | Q3 2023 | 41 |
ING GROEP NV | 37 | 4 | 0.01% | 0.16% | 0.45% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.03% | 0.19% | Q3 2013 | Q3 2023 | 41 |
TOWER BRIDGE ADVISORS | 41 | 41 | 0.03% | 0.31% | 0.88% | Q3 2013 | Q3 2023 | 41 |
Gardner Russo & Gardner | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 41 | 41 | 0.03% | 0.14% | 0.39% | Q3 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 27 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
VIKING FUND MANAGEMENT LLC | 30 | 11 | 0.54% | 2.48% | 5.21% | Q2 2013 | Q3 2023 | 41 |
SG Americas Securities, LLC | 39 | 2 | 0.00% | 0.07% | 0.90% | Q2 2013 | Q3 2023 | 41 |
LPL Financial LLC | 27 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Evercore Wealth Management, LLC | 41 | 41 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.07% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Verition Fund Management LLC | 13 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 40 |
Kentucky Retirement Systems | 37 | 3 | 0.05% | 0.12% | 0.18% | Q3 2013 | Q3 2023 | 40 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 24 | 16 | 0.00% | 0.05% | 0.37% | Q3 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 20 | 1 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 40 |
Laird Norton Wetherby Wealth Management, LLC | 28 | 12 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 40 |
APG Asset Management N.V. | 20 | 20 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 40 |
TORONTO DOMINION BANK | 40 | 40 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 40 |
TRUIST FINANCIAL CORP | 29 | 11 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.05% | 0.12% | 0.16% | Q4 2013 | Q3 2023 | 40 |
CULLEN/FROST BANKERS, INC. | 30 | 10 | 0.01% | 0.14% | 0.49% | Q2 2013 | Q3 2023 | 40 |
BESSEMER GROUP INC | 31 | 9 | 0.00% | 0.20% | 0.62% | Q2 2013 | Q3 2023 | 40 |
TCI Wealth Advisors, Inc. | 30 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q1 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 23 | 16 | 0.00% | 0.18% | 0.53% | Q2 2013 | Q3 2023 | 39 |
EULAV Asset Management | 28 | 11 | 0.05% | 0.28% | 0.76% | Q2 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 39 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 38 | 1 | 0.02% | 0.26% | 0.54% | Q1 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 39 |
SHEPHERD KAPLAN KROCHUK, LLC | 39 | 39 | 0.23% | 2.28% | 6.53% | Q2 2013 | Q4 2022 | 39 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 39 | 39 | 0.04% | 0.11% | 0.18% | Q1 2014 | Q3 2023 | 39 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 6 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
Employees Retirement System of Texas | 25 | 1 | 0.01% | 0.14% | 0.54% | Q2 2013 | Q3 2023 | 39 |
Oakworth Capital, Inc. | 39 | 39 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 2 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 30 | 2 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 39 |
FineMark National Bank & Trust | 23 | 16 | 0.00% | 0.12% | 0.37% | Q2 2013 | Q3 2023 | 39 |
FIRST TRUST ADVISORS LP | 22 | 1 | 0.00% | 0.10% | 0.60% | Q2 2013 | Q3 2023 | 38 |
BROWN BROTHERS HARRIMAN & CO | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 38 |
Syntal Capital Partners, LLC | 24 | 14 | 0.08% | 0.61% | 1.94% | Q1 2014 | Q3 2023 | 38 |
Nippon Life Global Investors Americas, Inc. | 38 | 38 | 0.04% | 0.37% | 1.14% | Q2 2013 | Q3 2022 | 38 |
Energy Opportunities Capital Management, LLC | 27 | 11 | 1.09% | 1.91% | 3.06% | Q2 2013 | Q4 2022 | 38 |
M&T BANK CORP | 37 | 37 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.20% | 0.91% | 2.14% | Q2 2013 | Q3 2022 | 38 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
Manchester Capital Management LLC | 35 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.04% | 0.07% | 0.13% | Q2 2014 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 16 | 1 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q1 2023 | 37 |
BALYASNY ASSET MANAGEMENT L.P. | 16 | 1 | 0.00% | 0.10% | 0.47% | Q2 2013 | Q3 2023 | 37 |
JENNISON ASSOCIATES LLC | 24 | 13 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q4 2022 | 37 |
1832 Asset Management L.P. | 19 | 6 | 0.00% | 0.05% | 0.33% | Q2 2013 | Q3 2023 | 37 |
Private Advisor Group, LLC | 30 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 37 |
National Pension Service | 37 | 37 | 0.06% | 0.13% | 0.19% | Q3 2014 | Q3 2023 | 37 |
FIL Ltd | 35 | 2 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 37 |
BOKF, NA | 20 | 4 | 0.00% | 0.10% | 0.40% | Q4 2013 | Q3 2023 | 37 |
AMERICAN CENTURY COMPANIES INC | 36 | 1 | 0.01% | 0.24% | 0.41% | Q3 2013 | Q3 2023 | 37 |
Nikko Asset Management Americas, Inc. | 36 | 36 | 0.01% | 0.45% | 1.71% | Q4 2014 | Q3 2023 | 36 |
PUTNAM INVESTMENTS LLC | 29 | 7 | 0.00% | 0.17% | 0.77% | Q2 2013 | Q3 2023 | 36 |
Bridgewater Associates | 23 | 4 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 36 |
Birchview Capital, LP | 36 | 36 | 0.22% | 0.38% | 0.74% | Q4 2014 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 36 |
LAZARD ASSET MANAGEMENT LLC | 36 | 36 | 0.02% | 0.17% | 0.48% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.13% | 0.40% | Q4 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.04% | 0.10% | 0.16% | Q2 2013 | Q1 2022 | 36 |
MILLER HOWARD INVESTMENTS INC /NY | 36 | 36 | 0.04% | 0.12% | 0.42% | Q4 2014 | Q3 2023 | 36 |
Janney Montgomery Scott LLC | 31 | 5 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 36 |
NEW YORK STATE COMMON RETIREMENT FUND | 36 | 36 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2022 | 36 |
CASTLEARK MANAGEMENT LLC | 24 | 12 | 0.01% | 0.28% | 1.21% | Q2 2013 | Q3 2022 | 36 |
NATIXIS ADVISORS, L.P. | 31 | 5 | 0.02% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
S&CO INC | 35 | 35 | 0.08% | 2.16% | 4.49% | Q1 2015 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
ASSETMARK, INC | 20 | 4 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2023 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.00% | 0.05% | 0.27% | Q1 2014 | Q3 2022 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.28% | 1.05% | Q2 2013 | Q4 2021 | 35 |
Advisory Services Network, LLC | 27 | 8 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 35 |
FIRST MANHATTAN CO. LLC. | 32 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 35 | 35 | 0.01% | 0.06% | 0.69% | Q1 2015 | Q3 2023 | 35 |
ADVISOR PARTNERS LLC | 26 | 8 | 0.03% | 0.09% | 0.18% | Q3 2013 | Q2 2022 | 34 |
COMMERCE BANK | 34 | 34 | 0.00% | 0.22% | 0.99% | Q2 2015 | Q3 2023 | 34 |
Tarbox Family Office, Inc. | 34 | 34 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2022 | 34 |
GAMCO INVESTORS, INC. ET AL | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
Avior Wealth Management, LLC | 19 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.04% | 0.12% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 27 | 2 | 0.01% | 0.23% | 0.43% | Q2 2010 | Q2 2023 | 34 |
World Asset Management Inc | 34 | 34 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2021 | 34 |
CWM, LLC | 24 | 2 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2021 | 34 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.08% | 0.30% | Q1 2013 | Q3 2023 | 34 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
FAYEZ SAROFIM & CO | 25 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q4 2023 | 33 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 33 | 33 | 0.24% | 0.56% | 0.82% | Q3 2015 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 31 | 1 | 0.00% | 0.05% | 0.17% | Q3 2014 | Q3 2023 | 33 |
LORD, ABBETT & CO. LLC | 15 | 6 | 0.00% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 33 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 4 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 33 |
NORGES BANK | 31 | 2 | 0.01% | 0.08% | 0.12% | Q2 2012 | Q3 2020 | 33 |
FRED ALGER MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.42% | 1.13% | Q2 2013 | Q3 2023 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2021 | 33 |
ADVISORY RESEARCH INC | 33 | 33 | 0.04% | 0.76% | 1.30% | Q2 2013 | Q2 2021 | 33 |
Raymond James Financial Services Advisors, Inc. | 32 | 1 | 0.02% | 0.15% | 0.32% | Q2 2015 | Q3 2023 | 33 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2022 | 33 |
SIGNATUREFD, LLC | 23 | 2 | 0.00% | 0.02% | 0.10% | Q3 2013 | Q3 2023 | 33 |
CIBC Private Wealth Group, LLC | 28 | 5 | 0.07% | 0.46% | 1.27% | Q1 2014 | Q3 2023 | 33 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 24 | 8 | 0.04% | 0.14% | 0.34% | Q3 2015 | Q3 2023 | 32 |
Compagnie Lombard Odier SCmA | 16 | 8 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 12 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2021 | 32 |
DnB Asset Management AS | 32 | 32 | 0.02% | 0.50% | 1.58% | Q1 2016 | Q4 2023 | 32 |
LS Investment Advisors, LLC | 32 | 32 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 32 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 30 | 1 | 0.00% | 0.09% | 0.38% | Q1 2015 | Q3 2023 | 32 |
VICTORY CAPITAL MANAGEMENT INC | 32 | 32 | 0.00% | 0.04% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Magnetar Financial LLC | 14 | 1 | 0.01% | 1.23% | 2.99% | Q2 2013 | Q3 2023 | 32 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 6.08% | 10.99% | Q2 2016 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.01% | 0.13% | 0.43% | Q2 2013 | Q1 2021 | 32 |
ANCHOR CAPITAL ADVISORS LLC | 24 | 8 | 0.01% | 0.32% | 1.22% | Q2 2013 | Q3 2023 | 32 |
MURPHY CAPITAL MANAGEMENT INC | 32 | 32 | 0.04% | 1.39% | 3.15% | Q2 2013 | Q1 2021 | 32 |
CIBC WORLD MARKETS CORP | 32 | 32 | 0.01% | 0.05% | 0.29% | Q4 2015 | Q3 2023 | 32 |
Point72 Hong Kong Ltd | 12 | 1 | 0.00% | 0.09% | 0.46% | Q1 2015 | Q3 2022 | 31 |
SCHWARTZ INVESTMENT COUNSEL INC | 31 | 31 | 0.04% | 1.23% | 3.28% | Q1 2016 | Q3 2023 | 31 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 31 | 31 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2020 | 31 |
SCOTIA CAPITAL INC. | 13 | 7 | 0.00% | 0.06% | 0.46% | Q2 2013 | Q2 2023 | 31 |
CHARTWELL INVESTMENT PARTNERS, LLC | 31 | 31 | 0.01% | 0.36% | 0.94% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 31 |
THOMPSON SIEGEL & WALMSLEY LLC | 28 | 3 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 31 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.08% | 10.19% | 21.29% | Q2 2013 | Q2 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q4 2020 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
Avenir Corp | 31 | 31 | 0.17% | 4.93% | 8.00% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
CAMBRIDGE TRUST CO | 20 | 11 | 0.02% | 0.92% | 1.69% | Q3 2015 | Q3 2023 | 31 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 28 | 2 | 0.01% | 0.16% | 0.63% | Q3 2013 | Q2 2022 | 30 |
ALLSTATE CORP | 11 | 4 | 0.01% | 0.08% | 0.35% | Q4 2013 | Q3 2023 | 30 |
OLD NATIONAL BANCORP /IN/ | 30 | 30 | 0.03% | 0.19% | 0.51% | Q2 2016 | Q3 2023 | 30 |
BB&T SECURITIES, LLC | 15 | 9 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2019 | 30 |
EXANE DERIVATIVES | 21 | 9 | 0.00% | 0.03% | 0.26% | Q4 2014 | Q2 2022 | 30 |
Dana Investment Advisors, Inc. | 30 | 30 | 0.03% | 0.66% | 1.71% | Q2 2016 | Q3 2023 | 30 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 30 | 30 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q3 2020 | 30 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 30 | 30 | 0.00% | 0.03% | 0.23% | Q2 2016 | Q3 2023 | 30 |
Pacer Advisors, Inc. | 14 | 4 | 0.00% | 0.24% | 1.30% | Q4 2015 | Q3 2023 | 30 |
COMMUNITY TRUST & INVESTMENT CO | 30 | 30 | 0.42% | 1.50% | 2.34% | Q2 2016 | Q3 2023 | 30 |
IndexIQ Advisors LLC | 28 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 30 |
SYNOVUS FINANCIAL CORP | 23 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 30 |
HAHN CAPITAL MANAGEMENT LLC | 30 | 30 | 0.01% | 2.81% | 4.81% | Q2 2013 | Q3 2020 | 30 |
Calamos Wealth Management LLC | 16 | 14 | 0.02% | 0.16% | 0.62% | Q1 2016 | Q3 2023 | 30 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 15 | 15 | 0.01% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 30 |
Laurion Capital Management LP | 6 | 1 | 0.00% | 0.06% | 0.24% | Q3 2014 | Q1 2022 | 30 |
Johnson Financial Group, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
RAYMOND JAMES TRUST N.A. | 24 | 2 | 0.02% | 0.06% | 0.15% | Q3 2013 | Q3 2023 | 29 |
Weiss Multi-Strategy Advisers LLC | 9 | 3 | 0.00% | 0.30% | 0.87% | Q2 2013 | Q3 2023 | 29 |
AMUNDI ASSET MANAGEMENT US, INC. | 23 | 3 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q1 2021 | 29 |
Andra AP-fonden | 22 | 7 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.01% | 0.03% | 0.05% | Q4 2013 | Q4 2020 | 29 |
E&G Advisors, LP | 29 | 29 | 0.13% | 0.30% | 0.56% | Q3 2016 | Q3 2023 | 29 |
Transamerica Financial Advisors, Inc. | 21 | 1 | 0.00% | 0.05% | 0.23% | Q4 2013 | Q3 2023 | 29 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 12 | 2 | 0.02% | 0.47% | 1.27% | Q1 2014 | Q3 2023 | 29 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2022 | 29 |
Capital Research Global Investors | 14 | 14 | 0.07% | 0.14% | 0.45% | Q1 2016 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.18% | 1.25% | 3.66% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
IFM Investors Pty Ltd | 28 | 28 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Cubic Asset Management, LLC | 28 | 28 | 0.14% | 0.24% | 0.33% | Q4 2016 | Q3 2023 | 28 |
FULLER & THALER ASSET MANAGEMENT, INC. | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BBVA USA Bancshares, Inc. | 25 | 3 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q2 2020 | 28 |
CIGNA INVESTMENTS INC /NEW | 28 | 28 | 0.04% | 0.09% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Hudock, Inc. | 27 | 1 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2022 | 28 |
USS Investment Management Ltd | 28 | 28 | 0.06% | 0.81% | 1.88% | Q4 2016 | Q3 2023 | 28 |
Cambrian Capital Limited Partnership | 27 | 27 | 1.28% | 5.09% | 9.06% | Q2 2013 | Q4 2019 | 28 |
Focused Wealth Management, Inc | 17 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 28 |
Capital Analysts, LLC | 24 | 4 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q3 2023 | 28 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 1 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 28 |
Meiji Yasuda Asset Management Co Ltd. | 15 | 1 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.04% | 0.15% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Caprock Group, LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q3 2016 | Q3 2023 | 28 |
HOWE & RUSLING INC | 22 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.11% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.10% | 0.21% | Q4 2016 | Q3 2023 | 28 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.08% | 0.47% | Q3 2012 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 27 |
FACTORY MUTUAL INSURANCE CO | 27 | 27 | 0.12% | 0.46% | 0.72% | Q1 2017 | Q3 2023 | 27 |
CNA FINANCIAL CORP | 27 | 27 | 0.75% | 1.04% | 1.52% | Q2 2013 | Q4 2019 | 27 |
Prospera Financial Services Inc | 16 | 1 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 27 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 27 | 27 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
Channing Capital Management, LLC | 20 | 1 | 0.04% | 0.44% | 0.88% | Q4 2014 | Q3 2023 | 27 |
MOTCO | 21 | 1 | 0.00% | 0.02% | 0.32% | Q3 2015 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.11% | 0.27% | Q1 2017 | Q3 2023 | 27 |
Municipal Employees' Retirement System of Michigan | 20 | 7 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q2 2020 | 27 |
Baystate Wealth Management LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CLEARARC CAPITAL INC | 27 | 27 | 0.09% | 0.13% | 0.40% | Q2 2013 | Q4 2019 | 27 |
Wellington Shields Capital Management, LLC | 15 | 1 | 0.03% | 0.42% | 1.65% | Q2 2016 | Q3 2023 | 27 |
Sandy Spring Bank | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 27 |
NORTHEAST INVESTMENT MANAGEMENT | 21 | 6 | 0.04% | 0.58% | 1.18% | Q2 2013 | Q1 2020 | 27 |
Fruth Investment Management | 12 | 1 | 0.07% | 0.10% | 0.14% | Q4 2015 | Q3 2023 | 26 |
PineBridge Investments, L.P. | 16 | 4 | 0.00% | 0.12% | 0.28% | Q3 2013 | Q3 2023 | 26 |
Alyeska Investment Group, L.P. | 14 | 1 | 0.00% | 0.32% | 0.85% | Q2 2013 | Q3 2023 | 26 |
Glassman Wealth Services | 23 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 24 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 26 |
BLUESTEIN R H & CO LLC | 16 | 10 | 0.01% | 1.40% | 3.69% | Q1 2016 | Q3 2022 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q4 2019 | 26 |
JONES FINANCIAL COMPANIES LLLP | 14 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 26 |
INTRUST BANK NA | 24 | 2 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.08% | Q3 2016 | Q3 2023 | 26 |
SOUTHPORT MANAGEMENT, L.L.C. | 14 | 1 | 1.38% | 2.59% | 5.46% | Q4 2014 | Q4 2022 | 26 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.06% | 0.20% | Q1 2014 | Q3 2023 | 26 |
NATIXIS | 18 | 1 | 0.00% | 0.09% | 0.32% | Q1 2015 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q4 2023 | 26 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 26 | 26 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
HARTLINE INVESTMENT CORP/ | 22 | 4 | 0.06% | 0.33% | 0.99% | Q4 2013 | Q3 2023 | 26 |
Renaissance Technologies | 12 | 2 | 0.00% | 0.06% | 0.14% | Q4 2013 | Q3 2023 | 25 |
Sippican Capital Advisors | 25 | 25 | 1.00% | 1.86% | 2.36% | Q3 2017 | Q3 2023 | 25 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.14% | 0.30% | Q3 2017 | Q3 2023 | 25 |
MITCHELL GROUP INC | 25 | 25 | 2.86% | 3.99% | 5.81% | Q1 2013 | Q1 2019 | 25 |
LMR Partners LLP | 6 | 1 | 0.01% | 0.13% | 0.49% | Q2 2014 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.00% | 0.04% | 0.26% | Q1 2013 | Q1 2019 | 25 |
L & S Advisors Inc | 10 | 1 | 0.10% | 0.65% | 2.42% | Q2 2013 | Q3 2023 | 25 |
Loudon Investment Management, LLC | 25 | 25 | 0.30% | 0.61% | 1.27% | Q4 2013 | Q4 2019 | 25 |
HYMAN CHARLES D | 25 | 25 | 0.04% | 0.09% | 0.17% | Q2 2013 | Q2 2019 | 25 |
REAVES W H & CO INC | 25 | 25 | 0.03% | 0.95% | 2.56% | Q4 2013 | Q4 2019 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.04% | 0.11% | 0.23% | Q3 2016 | Q3 2022 | 25 |
Coe Capital Management, LLC | 25 | 25 | 0.20% | 0.95% | 1.88% | Q4 2013 | Q4 2019 | 25 |
SUNTRUST BANKS INC | 16 | 9 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 25 |
OPPENHEIMER ASSET MANAGEMENT INC. | 11 | 3 | 0.01% | 0.10% | 0.28% | Q1 2017 | Q3 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.02% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 25 |
SeaBridge Investment Advisors LLC | 25 | 25 | 0.27% | 0.99% | 1.66% | Q2 2013 | Q2 2019 | 25 |
PRIMECAP MANAGEMENT CO/CA/ | 25 | 25 | 0.00% | 0.51% | 1.08% | Q3 2017 | Q3 2023 | 25 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 13 | 2 | 0.01% | 0.27% | 0.52% | Q1 2014 | Q3 2023 | 25 |
BP PLC | 11 | 5 | 0.04% | 0.11% | 0.31% | Q1 2014 | Q2 2021 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q2 2019 | 25 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q4 2021 | 25 |
Hodges Capital Management Inc. | 11 | 4 | 0.02% | 0.19% | 0.74% | Q2 2016 | Q3 2023 | 25 |
ELCO Management Co., LLC | 20 | 1 | 0.39% | 0.64% | 1.01% | Q3 2016 | Q3 2023 | 25 |
LOOMIS SAYLES & CO L P | 13 | 2 | 0.00% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 25 |
COMMONWEALTH BANK OF AUSTRALIA | 25 | 25 | 0.00% | 0.06% | 0.34% | Q2 2013 | Q2 2019 | 25 |
Plante Moran Financial Advisors, LLC | 18 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2022 | 25 |
Sigma Planning Corp | 11 | 5 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q3 2023 | 25 |
SCOUT INVESTMENTS, INC. | 8 | 2 | 0.00% | 0.50% | 2.44% | Q2 2013 | Q3 2023 | 25 |
XPONANCE, INC. | 25 | 25 | 0.01% | 0.05% | 0.16% | Q3 2017 | Q3 2023 | 25 |
South Dakota Investment Council | 25 | 25 | 0.03% | 0.11% | 0.29% | Q3 2017 | Q3 2023 | 25 |
Man Group plc | 23 | 23 | 0.00% | 0.06% | 0.25% | Q1 2018 | Q3 2023 | 25 |
Covington Capital Management | 24 | 1 | 0.02% | 0.10% | 0.43% | Q3 2013 | Q3 2022 | 25 |
DEAN INVESTMENT ASSOCIATES, LLC | 15 | 10 | 0.06% | 0.24% | 0.51% | Q3 2015 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
WESTWOOD HOLDINGS GROUP INC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.02% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q1 2019 | 24 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 24 | 24 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
D.A. DAVIDSON & CO. | 17 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 24 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2020 | 24 |
EJF Capital LLC | 14 | 1 | 0.03% | 0.08% | 0.30% | Q4 2013 | Q1 2023 | 24 |
MAI Capital Management | 11 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 24 |
Boston Partners | 13 | 11 | 0.00% | 0.64% | 1.22% | Q1 2017 | Q3 2023 | 24 |
PARADIGM ASSET MANAGEMENT CO LLC | 12 | 1 | 0.02% | 0.52% | 1.25% | Q2 2013 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Assured Investment Management LLC | 7 | 2 | 0.00% | 0.27% | 1.30% | Q2 2015 | Q1 2019 | 24 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 11 | 1 | 0.00% | 0.11% | 0.48% | Q3 2013 | Q3 2023 | 24 |
SRS Capital Advisors, Inc. | 9 | 6 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.06% | 0.14% | 0.32% | Q2 2013 | Q1 2019 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Atria Investments, Inc | 13 | 11 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.04% | 0.54% | 3.52% | Q4 2017 | Q3 2023 | 24 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 16 | 7 | 0.04% | 0.13% | 0.19% | Q1 2016 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
MEEDER ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.11% | 0.72% | Q1 2016 | Q3 2023 | 23 |
Stratos Wealth Partners, LTD. | 11 | 1 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.06% | 0.17% | 0.35% | Q1 2018 | Q3 2023 | 23 |
CIBC BANK USA | 16 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 23 |
Valeo Financial Advisors, LLC | 15 | 8 | 0.00% | 0.03% | 0.11% | Q3 2017 | Q3 2023 | 23 |
LYELL WEALTH MANAGEMENT, LP | 12 | 11 | 0.03% | 0.29% | 0.94% | Q1 2017 | Q3 2023 | 23 |
Walleye Capital LLC | 6 | 1 | 0.00% | 0.06% | 0.47% | Q1 2019 | Q3 2023 | 23 |
Achmea Investment Management B.V. | 12 | 5 | 0.00% | 0.02% | 0.08% | Q1 2017 | Q2 2023 | 23 |
MERITAGE PORTFOLIO MANAGEMENT | 18 | 2 | 0.03% | 0.20% | 1.21% | Q2 2013 | Q3 2023 | 23 |
NN Investment Partners Holdings N.V. | 14 | 9 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q1 2022 | 23 |
Pendal Group Ltd | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 23 |
WAFRA INC. | 12 | 11 | 0.04% | 1.22% | 2.69% | Q1 2015 | Q3 2023 | 23 |
CAPITAL ADVISORS INC/OK | 11 | 1 | 0.02% | 0.51% | 1.46% | Q4 2013 | Q3 2023 | 23 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 23 | 0.07% | 0.12% | 0.21% | Q1 2018 | Q3 2023 | 23 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.10% | 0.40% | Q1 2014 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.10% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Balentine LLC | 10 | 2 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q3 2023 | 23 |
FIRST QUADRANT LLC/CA | 23 | 23 | 0.00% | 0.09% | 0.59% | Q2 2016 | Q4 2021 | 23 |
Rafferty Asset Management, LLC | 19 | 1 | 0.01% | 0.12% | 0.25% | Q1 2016 | Q3 2023 | 23 |
First Allied Advisory Services, Inc. | 10 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2020 | 23 |
Fisher Asset Management, LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Sicart Associates LLC | 22 | 22 | 1.73% | 3.19% | 5.22% | Q4 2016 | Q1 2022 | 22 |
SG3 Management, LLC | 10 | 3 | 0.01% | 0.17% | 0.53% | Q4 2016 | Q2 2022 | 22 |
FIRST MERCANTILE TRUST CO | 11 | 3 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2020 | 22 |
Gs Investments, Inc. | 13 | 9 | 0.14% | 0.33% | 1.01% | Q2 2017 | Q3 2023 | 22 |
Cetera Advisors LLC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 22 |
Engineers Gate Manager LP | 7 | 1 | 0.02% | 0.17% | 0.35% | Q4 2014 | Q3 2023 | 22 |
CYPRESS ASSET MANAGEMENT INC/TX | 18 | 4 | 0.07% | 0.12% | 0.22% | Q4 2014 | Q2 2023 | 22 |
Oslo Asset Management AS | 16 | 1 | 0.87% | 7.68% | 17.92% | Q1 2015 | Q2 2023 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2018 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.29% | 0.52% | 0.86% | Q4 2016 | Q3 2023 | 22 |
CLEAR STREET MARKETS LLC | 13 | 1 | 0.00% | 0.17% | 2.01% | Q3 2013 | Q3 2023 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.12% | Q3 2018 | Q3 2023 | 21 |
AMF Tjanstepension AB | 21 | 21 | 0.20% | 0.44% | 0.65% | Q4 2014 | Q4 2019 | 21 |
CARLSON CAPITAL L P | 5 | 1 | 0.00% | 0.36% | 1.25% | Q2 2014 | Q3 2023 | 21 |
USCA RIA LLC | 15 | 1 | 0.03% | 0.08% | 0.18% | Q3 2013 | Q2 2021 | 21 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 21 |
Morse Asset Management, Inc | 11 | 10 | 0.08% | 0.47% | 1.31% | Q1 2017 | Q3 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.04% | 0.11% | 0.18% | Q2 2013 | Q2 2018 | 21 |
Sterling Capital Management LLC | 19 | 1 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2019 | 21 |
EARNEST PARTNERS LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
Carmignac Gestion | 15 | 15 | 0.01% | 1.75% | 4.41% | Q3 2016 | Q1 2020 | 21 |
PointState Capital LP | 16 | 1 | 0.01% | 1.39% | 4.49% | Q2 2013 | Q3 2023 | 21 |
Chapter IV Investors, LLC | 21 | 21 | 0.00% | 6.82% | 22.70% | Q2 2013 | Q2 2018 | 21 |
Timber Creek Capital Management LLC | 17 | 4 | 0.40% | 1.26% | 1.78% | Q4 2017 | Q3 2023 | 21 |
CIBC WORLD MARKET INC. | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 21 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 21 |
Capital International Investors | 21 | 21 | 0.16% | 0.34% | 0.56% | Q3 2018 | Q3 2023 | 21 |
Douglas Lane & Associates, LLC | 21 | 21 | 0.05% | 0.52% | 0.84% | Q3 2018 | Q3 2023 | 21 |
Skandinaviska Enskilda Banken AB (publ) | 21 | 21 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2020 | 21 |
Intrinsic Edge Capital Management LLC | 12 | 1 | 0.24% | 0.47% | 1.15% | Q4 2016 | Q3 2023 | 21 |
Glenview Trust Co | 13 | 8 | 0.01% | 0.22% | 0.48% | Q2 2018 | Q3 2023 | 21 |
GROUP ONE TRADING, L.P. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 21 |
WINTON GROUP Ltd | 8 | 3 | 0.01% | 0.12% | 0.42% | Q4 2016 | Q1 2023 | 21 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q2 2022 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 21 | 21 | 0.01% | 0.04% | 0.15% | Q3 2018 | Q3 2023 | 21 |
AdvisorNet Financial, Inc | 20 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
ABRAMS BISON INVESTMENTS, LLC | 8 | 6 | 5.83% | 10.29% | 18.84% | Q2 2013 | Q3 2023 | 21 |
Game Creek Capital, LP | 11 | 10 | 0.11% | 0.84% | 2.28% | Q1 2018 | Q3 2023 | 21 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 1 | 0.00% | 0.10% | 0.22% | Q2 2016 | Q3 2023 | 20 |
Global X Management CO LLC | 13 | 7 | 0.00% | 0.17% | 0.67% | Q2 2013 | Q2 2018 | 20 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.05% | 0.30% | Q4 2014 | Q2 2023 | 20 |
STONERIDGE INVESTMENT PARTNERS LLC | 14 | 6 | 0.15% | 0.58% | 1.39% | Q3 2018 | Q3 2023 | 20 |
FIRST HAWAIIAN BANK | 11 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SPO ADVISORY CORP | 20 | 20 | 0.84% | 13.59% | 19.80% | Q2 2013 | Q1 2018 | 20 |
EVERENCE CAPITAL MANAGEMENT INC | 9 | 5 | 0.13% | 0.33% | 0.92% | Q2 2013 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.10% | 0.30% | 0.62% | Q4 2018 | Q3 2023 | 20 |
BTC Capital Management, Inc. | 14 | 6 | 0.04% | 0.21% | 0.57% | Q3 2018 | Q3 2023 | 20 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 5 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Sonora Investment Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 20 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 20 | 20 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q1 2018 | 20 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.15% | 1.35% | Q2 2015 | Q3 2023 | 20 |
ETRADE Capital Management LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q3 2020 | 20 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 20 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.01% | 0.06% | 0.11% | Q4 2015 | Q3 2023 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 14 | 1 | 0.01% | 0.54% | 1.07% | Q1 2013 | Q1 2023 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.04% | 0.06% | 0.10% | Q1 2013 | Q4 2017 | 20 |
AllSquare Wealth Management LLC | 15 | 5 | 0.02% | 0.05% | 0.19% | Q2 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 16 | 4 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.08% | 0.39% | Q3 2015 | Q3 2023 | 20 |
Cable Hill Partners, LLC | 18 | 2 | 0.00% | 0.02% | 0.20% | Q4 2014 | Q2 2022 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.06% | 0.17% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 20 |
Apriem Advisors | 14 | 1 | 0.00% | 0.72% | 3.12% | Q4 2013 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 7 | 2 | 0.00% | 0.03% | 0.21% | Q2 2015 | Q2 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.10% | 0.16% | Q4 2017 | Q3 2022 | 20 |
Ninety One UK Ltd | 8 | 4 | 0.02% | 0.42% | 1.26% | Q4 2015 | Q4 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q2 2022 | 19 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.22% | 1.18% | Q2 2013 | Q2 2022 | 19 |
OLD SECOND NATIONAL BANK OF AURORA | 18 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2019 | 19 |
HM PAYSON & CO | 18 | 1 | 0.00% | 0.09% | 0.33% | Q4 2018 | Q3 2023 | 19 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 19 |
Laffer Tengler Investments, Inc. | 7 | 5 | 0.03% | 0.28% | 0.52% | Q3 2013 | Q1 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 19 |
Artemis Investment Management LLP | 17 | 2 | 0.00% | 0.16% | 0.75% | Q3 2014 | Q2 2019 | 19 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 19 | 19 | 0.12% | 0.22% | 0.38% | Q3 2018 | Q1 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.00% | 0.06% | 0.29% | Q4 2015 | Q3 2023 | 19 |
Kingfisher Capital LLC | 10 | 9 | 0.06% | 0.72% | 1.60% | Q3 2017 | Q1 2023 | 19 |
Weitz Investment Management | 19 | 19 | 0.42% | 1.11% | 2.33% | Q1 2014 | Q3 2018 | 19 |
Peregrine Asset Advisers, Inc. | 11 | 1 | 0.06% | 0.60% | 4.50% | Q1 2013 | Q4 2019 | 19 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 19 | 19 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q4 2017 | 19 |
Caymus Capital Partners, L.P. | 12 | 1 | 1.98% | 5.85% | 10.11% | Q2 2013 | Q2 2020 | 19 |
BANK OF THE WEST | 16 | 3 | 0.04% | 0.15% | 0.32% | Q2 2013 | Q1 2020 | 19 |
RPg Family Wealth Advisory, LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2022 | 19 |
MACKENZIE FINANCIAL CORP | 12 | 1 | 0.00% | 0.01% | 0.19% | Q2 2013 | Q3 2023 | 19 |
IMA Wealth, Inc. | 19 | 19 | 0.46% | 0.82% | 1.01% | Q1 2019 | Q3 2023 | 19 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 19 |
Diversified Trust Co | 8 | 1 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q4 2023 | 19 |
BDO Wealth Advisors, LLC | 12 | 7 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2023 | 19 |
LUCAS CAPITAL MANAGEMENT | 16 | 1 | 0.10% | 1.16% | 3.38% | Q1 2013 | Q2 2018 | 19 |
WEALTHFRONT Corp | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2018 | 19 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 14 | 5 | 0.03% | 0.13% | 0.37% | Q3 2015 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 19 |
CONGRESS ASSET MANAGEMENT CO /MA | 11 | 8 | 0.09% | 0.60% | 1.14% | Q3 2013 | Q3 2023 | 19 |
Tredje AP-fonden | 19 | 19 | 0.07% | 0.09% | 0.13% | Q2 2015 | Q4 2019 | 19 |
HIGHLAND CAPITAL MANAGEMENT LP | 11 | 2 | 0.14% | 0.73% | 1.99% | Q4 2013 | Q2 2019 | 19 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 16 | 3 | 0.18% | 0.47% | 1.41% | Q2 2013 | Q3 2023 | 19 |
ONTARIO TEACHERS PENSION PLAN BOARD | 9 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 19 |
Arden Trust Co | 19 | 19 | 0.03% | 0.20% | 0.41% | Q2 2019 | Q4 2023 | 19 |
SUN LIFE FINANCIAL INC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2021 | 18 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q2 2023 | 18 |
YorkBridge Wealth Partners, LLC | 10 | 8 | 0.02% | 0.10% | 0.23% | Q1 2017 | Q4 2022 | 18 |
Sculptor Capital LP | 6 | 1 | 0.00% | 0.31% | 2.19% | Q3 2013 | Q3 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.05% | 0.09% | 0.14% | Q2 2013 | Q3 2017 | 18 |
ANDERSON HOAGLAND & CO | 18 | 18 | 0.38% | 0.70% | 1.03% | Q2 2016 | Q3 2020 | 18 |
Front Row Advisors LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 18 |
Cerity Partners LLC | 10 | 8 | 0.01% | 0.07% | 0.16% | Q2 2017 | Q3 2023 | 18 |
FCG ADVISORS, LLC | 18 | 18 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q3 2020 | 18 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 18 | 18 | 0.12% | 0.81% | 1.52% | Q2 2019 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 6 | 1 | 0.02% | 0.13% | 0.35% | Q4 2013 | Q1 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.07% | 0.16% | 0.22% | Q4 2015 | Q1 2020 | 18 |
Meridian Wealth Advisors, LLC | 12 | 1 | 0.10% | 0.53% | 0.93% | Q4 2018 | Q3 2023 | 18 |
Bay Harbor Wealth Management, LLC | 15 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 18 |
Ferris Capital, LLC | 11 | 3 | 0.07% | 0.15% | 0.27% | Q2 2017 | Q1 2022 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 1 | 0.00% | 0.07% | 0.20% | Q4 2016 | Q3 2023 | 18 |
Vantage Investment Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 18 |
Aspire Private Capital, LLC | 15 | 3 | 0.00% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 18 |
Reliant Investment Management, LLC | 18 | 18 | 1.69% | 2.71% | 3.22% | Q4 2015 | Q1 2020 | 18 |
Lenox Wealth Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Virtu KCG Holdings LLC | 8 | 7 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 18 |
CastleArk Alternatives, LLC | 9 | 2 | 0.07% | 2.91% | 5.95% | Q4 2017 | Q3 2022 | 18 |
GREENLEAF TRUST | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 18 |
ROPES WEALTH ADVISORS LLC | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2020 | 18 |
Fiera Capital Corp | 16 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
NIPPON LIFE INSURANCE CO | 18 | 18 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 5 | 1 | 0.01% | 0.05% | 0.10% | Q1 2014 | Q2 2023 | 18 |
Lombard Odier Asset Management (USA) Corp | 15 | 1 | 0.21% | 0.88% | 1.98% | Q2 2013 | Q2 2019 | 18 |
GAM Holding AG | 18 | 18 | 0.02% | 0.15% | 0.29% | Q2 2013 | Q3 2017 | 18 |
Horizon Investments, LLC | 18 | 18 | 0.01% | 0.08% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Mutual Advisors, LLC | 11 | 1 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2017 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.05% | 0.13% | 0.22% | Q1 2019 | Q3 2023 | 18 |
Savant Capital, LLC | 9 | 2 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 18 |
HOWARD HUGHES MEDICAL INSTITUTE | 17 | 17 | 0.11% | 0.52% | 1.32% | Q2 2013 | Q2 2017 | 17 |
OPTIMUM INVESTMENT ADVISORS | 9 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q4 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q4 2022 | 17 |
BANK OF STOCKTON | 17 | 17 | 0.17% | 0.34% | 0.62% | Q2 2013 | Q2 2017 | 17 |
HANCOCK WHITNEY CORP | 11 | 6 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q2 2017 | 17 |
PRIVATE TRUST CO NA | 7 | 2 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 17 |
Natixis Investment Managers International | 12 | 1 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q3 2023 | 17 |
Lombard Odier Asset Management (Europe) Ltd | 15 | 1 | 0.02% | 0.05% | 0.25% | Q4 2013 | Q4 2019 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 9 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2022 | 17 |
Westbourne Investment Advisors, Inc. | 17 | 17 | 0.17% | 0.22% | 0.28% | Q2 2015 | Q2 2019 | 17 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 6 | 1 | 0.57% | 1.56% | 2.56% | Q3 2014 | Q2 2022 | 17 |
BIRINYI ASSOCIATES INC | 13 | 4 | 0.12% | 0.76% | 1.62% | Q2 2016 | Q1 2023 | 17 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 16 | 1 | 1.56% | 2.31% | 2.94% | Q1 2016 | Q2 2020 | 17 |
HEARTLAND ADVISORS INC | 17 | 17 | 0.03% | 0.39% | 0.78% | Q3 2019 | Q3 2023 | 17 |
TEXAS CAPITAL BANCSHARES INC/TX | 13 | 4 | 0.27% | 1.32% | 2.52% | Q1 2016 | Q3 2023 | 17 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Richard Bernstein Advisors LLC | 12 | 5 | 0.03% | 0.15% | 0.29% | Q1 2016 | Q1 2023 | 17 |
Arosa Capital Management LP | 7 | 1 | 0.83% | 2.24% | 5.37% | Q4 2014 | Q3 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.95% | 1.63% | 2.38% | Q4 2017 | Q4 2021 | 17 |
DAVENPORT & Co LLC | 10 | 1 | 0.00% | 0.41% | 1.08% | Q3 2013 | Q3 2023 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.14% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 17 |
First Heartland Consultants, Inc. | 17 | 17 | 0.03% | 0.12% | 0.19% | Q3 2013 | Q3 2017 | 17 |
Teza Capital Management LLC | 10 | 1 | 0.03% | 0.27% | 0.78% | Q4 2016 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.04% | 0.09% | 0.18% | Q2 2013 | Q2 2017 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q1 2022 | 17 |
People's United Financial, Inc. | 10 | 3 | 0.00% | 0.08% | 0.18% | Q1 2014 | Q4 2021 | 17 |
Holocene Advisors, LP | 9 | 1 | 0.01% | 0.37% | 0.73% | Q4 2017 | Q3 2023 | 17 |
CRAMER ROSENTHAL MCGLYNN LLC | 12 | 5 | 0.27% | 1.03% | 1.77% | Q1 2016 | Q3 2023 | 17 |
Red Spruce Capital, LLC | 17 | 17 | 0.71% | 1.11% | 2.05% | Q4 2019 | Q4 2023 | 17 |
Crestwood Advisors Group, LLC | 12 | 1 | 0.00% | 0.14% | 0.36% | Q1 2017 | Q3 2023 | 17 |
PECONIC PARTNERS LLC | 6 | 1 | 0.13% | 1.16% | 5.13% | Q2 2013 | Q2 2021 | 17 |
Robotti & Company | 8 | 8 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2018 | 16 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 16 | 16 | 0.48% | 4.04% | 7.17% | Q4 2019 | Q3 2023 | 16 |
HARRELL INVESTMENT PARTNERS, LLC | 16 | 16 | 0.30% | 0.75% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
BOK Financial Private Wealth, Inc. | 16 | 16 | 0.10% | 0.29% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Rampart Investment Management Company, LLC | 16 | 16 | 0.02% | 0.10% | 0.24% | Q3 2016 | Q2 2020 | 16 |
Avalon Investment & Advisory | 14 | 2 | 0.01% | 0.10% | 0.37% | Q2 2015 | Q2 2021 | 16 |
Cypress Capital Management LLC (WY) | 10 | 1 | 0.01% | 0.05% | 0.46% | Q4 2014 | Q2 2023 | 16 |
Checchi Capital Advisers, LLC | 7 | 4 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q3 2023 | 16 |
GUARDIAN CAPITAL ADVISORS LP | 13 | 3 | 0.03% | 0.12% | 0.35% | Q4 2017 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Zurich Insurance Group Ltd/FI | 11 | 2 | 0.07% | 0.25% | 0.50% | Q4 2015 | Q2 2022 | 16 |
Mn Services Vermogensbeheer B.V. | 11 | 5 | 0.09% | 0.12% | 0.16% | Q1 2016 | Q2 2023 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2017 | 16 |
Wealthspire Advisors, L.P. | 15 | 1 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 16 |
PIEDMONT INVESTMENT ADVISORS INC | 16 | 16 | 0.03% | 0.19% | 0.70% | Q2 2016 | Q1 2020 | 16 |
Inspire Investing, LLC | 16 | 16 | 0.03% | 0.35% | 0.49% | Q4 2017 | Q3 2021 | 16 |
GLG LLC | 16 | 16 | 0.05% | 0.20% | 0.66% | Q1 2014 | Q4 2017 | 16 |
CX Institutional | 11 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
SHELTON CAPITAL MANAGEMENT | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 16 |
COMERICA SECURITIES,INC. | 11 | 5 | 0.02% | 0.05% | 0.11% | Q1 2019 | Q3 2023 | 16 |
WEXFORD CAPITAL LP | 5 | 1 | 0.03% | 1.17% | 3.64% | Q2 2013 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
GRIFFIN ASSET MANAGEMENT, INC. | 10 | 6 | 0.07% | 0.28% | 0.68% | Q4 2013 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
AGF INVESTMENTS INC. | 8 | 4 | 0.01% | 0.32% | 0.79% | Q2 2013 | Q1 2019 | 16 |
Knights of Columbus Asset Advisors LLC | 11 | 5 | 0.14% | 0.60% | 1.00% | Q1 2019 | Q3 2023 | 16 |
Avidian Wealth Solutions, LLC | 8 | 1 | 0.02% | 0.11% | 0.54% | Q4 2013 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Baker Avenue Asset Management, LP | 16 | 16 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
CAAS CAPITAL MANAGEMENT LP | 8 | 2 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
SUFFOLK CAPITAL MANAGEMENT LLC | 6 | 4 | 0.03% | 1.10% | 1.66% | Q2 2013 | Q4 2018 | 16 |
JAMES INVESTMENT RESEARCH INC | 16 | 16 | 0.01% | 0.56% | 1.22% | Q4 2019 | Q3 2023 | 16 |
BP CAPITAL FUND ADVISORS, LLC | 16 | 16 | 1.34% | 1.77% | 2.49% | Q1 2016 | Q4 2019 | 16 |
CONNABLE OFFICE INC | 14 | 2 | 0.08% | 0.42% | 0.57% | Q2 2013 | Q2 2019 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 0.06% | 0.19% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Clean Yield Group | 9 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2022 | 16 |
Quantitative Investment Management, LLC | 5 | 1 | 0.02% | 0.20% | 0.54% | Q2 2014 | Q4 2021 | 16 |
UMB Bank, n.a. | 12 | 4 | 0.02% | 0.14% | 0.26% | Q3 2017 | Q3 2023 | 16 |
Patten Group, Inc. | 15 | 1 | 0.02% | 0.02% | 0.09% | Q2 2015 | Q2 2019 | 16 |
FIRST MIDWEST BANK TRUST DIVISION | 8 | 8 | 0.03% | 0.11% | 0.27% | Q2 2013 | Q2 2018 | 16 |
Argent Trust Co | 9 | 7 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 16 |
Alta Advisers Ltd | 7 | 3 | 0.07% | 1.90% | 4.40% | Q2 2013 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.51% | 1.39% | Q2 2014 | Q4 2017 | 15 |
BlackRock Group LTD | 15 | 15 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q4 2016 | 15 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 11 | 1 | 0.80% | 1.59% | 2.71% | Q2 2018 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 15 |
Keeley-Teton Advisors, LLC | 15 | 15 | 0.15% | 0.27% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Guinness Atkinson Asset Management Inc | 15 | 15 | 0.15% | 0.24% | 0.35% | Q1 2020 | Q3 2023 | 15 |
Guinness Asset Management LTD | 15 | 15 | 0.32% | 0.50% | 0.72% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
Citizens National Bank Trust Department | 15 | 15 | 0.17% | 0.41% | 0.66% | Q1 2020 | Q3 2023 | 15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 1 | 0.03% | 0.28% | 2.71% | Q2 2017 | Q4 2022 | 15 |
NewEdge Advisors, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2023 | 15 |
OAKBROOK INVESTMENTS LLC | 8 | 1 | 0.05% | 0.13% | 0.23% | Q2 2013 | Q4 2019 | 15 |
First Personal Financial Services | 11 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q4 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.07% | 0.09% | 0.12% | Q2 2013 | Q4 2016 | 15 |
IMPAX ASSET MANAGEMENT LLC | 15 | 15 | 0.27% | 0.94% | 1.48% | Q4 2014 | Q2 2018 | 15 |
BRINKER CAPITAL INC | 15 | 15 | 0.04% | 0.07% | 0.10% | Q4 2016 | Q2 2020 | 15 |
Formidable Asset Management, LLC | 10 | 5 | 0.00% | 0.17% | 0.86% | Q3 2013 | Q3 2023 | 15 |
Soros Fund Management | 9 | 1 | 0.08% | 0.59% | 1.99% | Q2 2013 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 15 | 15 | 0.04% | 0.30% | 0.54% | Q2 2013 | Q4 2016 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.04% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
COLUMBUS CIRCLE INVESTORS | 7 | 3 | 0.08% | 1.10% | 2.15% | Q2 2013 | Q4 2018 | 15 |
Perkins Coie Trust Co | 15 | 15 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q2 2020 | 15 |
OSSIAM | 8 | 3 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 15 |
Barbara Oil Co. | 15 | 15 | 0.13% | 0.24% | 0.33% | Q1 2020 | Q3 2023 | 15 |
CABOT WEALTH MANAGEMENT INC | 15 | 15 | 0.28% | 0.42% | 0.64% | Q4 2015 | Q2 2019 | 15 |
ROTHSCHILD INVESTMENT LLC /IL | 15 | 15 | 0.04% | 0.16% | 0.64% | Q1 2020 | Q3 2023 | 15 |
CIM INVESTMENT MANAGEMENT INC | 12 | 3 | 0.26% | 0.39% | 0.76% | Q4 2013 | Q3 2017 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Simplicity Solutions, LLC | 8 | 1 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 15 |
SIR Capital Management, L.P. | 8 | 1 | 0.08% | 3.15% | 8.04% | Q4 2014 | Q1 2023 | 15 |
TOBAM | 13 | 2 | 0.00% | 0.08% | 0.34% | Q3 2017 | Q3 2023 | 15 |
New England Research & Management, Inc. | 5 | 2 | 0.19% | 0.59% | 0.95% | Q3 2014 | Q2 2023 | 15 |
DEARBORN PARTNERS LLC | 11 | 1 | 0.01% | 0.13% | 0.24% | Q2 2013 | Q3 2023 | 15 |
Allworth Financial LP | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.09% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.06% | 0.39% | 1.03% | Q1 2015 | Q3 2023 | 15 |
PIERSHALE FINANCIAL GROUP, INC. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 15 |
Ancora Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 15 |
Chicago Partners Investment Group LLC | 6 | 4 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.02% | Q3 2011 | Q3 2015 | 15 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 15 |
Covalent Partners LLC | 14 | 14 | 0.26% | 6.28% | 13.84% | Q3 2017 | Q4 2020 | 15 |
Global Trust Asset Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 15 |
Claybrook Capital, LLC | 6 | 4 | 0.21% | 0.29% | 0.43% | Q4 2017 | Q3 2023 | 15 |
SIT INVESTMENT ASSOCIATES INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2020 | 15 |
1776 Wealth LLC | 12 | 3 | 0.14% | 0.30% | 0.48% | Q4 2019 | Q3 2023 | 15 |
Prestige Wealth Management Group LLC | 12 | 3 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 15 |
Campbell & CO Investment Adviser LLC | 4 | 1 | 0.04% | 0.56% | 2.15% | Q2 2013 | Q3 2023 | 15 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q4 2016 | 15 |
Parkwood LLC | 7 | 1 | 0.03% | 0.71% | 1.84% | Q4 2013 | Q4 2018 | 15 |
INTACT INVESTMENT MANAGEMENT INC. | 5 | 1 | 0.01% | 0.09% | 0.33% | Q3 2013 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FULTON BANK, N.A. | 11 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q4 2019 | 15 |
American Assets Investment Management, LLC | 15 | 15 | 0.51% | 0.78% | 0.92% | Q3 2016 | Q1 2020 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.04% | 0.18% | 0.33% | Q2 2013 | Q4 2016 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.30% | 0.99% | Q4 2013 | Q2 2022 | 15 |
Renaissance Investment Group LLC | 15 | 15 | 1.02% | 1.20% | 1.39% | Q2 2016 | Q4 2019 | 15 |
Swedbank | 15 | 15 | 0.02% | 0.83% | 1.62% | Q1 2017 | Q3 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.09% | 0.13% | 0.24% | Q2 2013 | Q4 2016 | 15 |
Wellington Shields & Co., LLC | 7 | 1 | 0.11% | 0.24% | 0.39% | Q2 2019 | Q3 2023 | 15 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 6 | 0.00% | 0.03% | 0.11% | Q4 2019 | Q3 2023 | 15 |
BARINGS LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2022 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 | 15 | 0.06% | 0.68% | 1.13% | Q1 2020 | Q3 2023 | 15 |
First American Bank | 9 | 3 | 0.04% | 0.19% | 0.39% | Q1 2016 | Q4 2021 | 15 |
VAN DEN BERG MANAGEMENT I, INC | 15 | 15 | 1.01% | 5.63% | 8.56% | Q1 2020 | Q3 2023 | 15 |
Cipher Capital LP | 4 | 1 | 0.04% | 0.41% | 1.01% | Q2 2013 | Q3 2023 | 15 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.11% | 0.92% | Q4 2017 | Q1 2023 | 14 |
ICON ADVISERS INC/CO | 9 | 2 | 0.42% | 0.83% | 1.33% | Q2 2013 | Q1 2022 | 14 |
Pine River Capital Management L.P. | 10 | 3 | 0.01% | 0.29% | 0.68% | Q4 2013 | Q2 2017 | 14 |
COHEN & STEERS, INC. | 12 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 14 |
Moors & Cabot, Inc. | 11 | 1 | 0.00% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
Two Creeks Capital Management, LP | 13 | 13 | 1.05% | 7.49% | 16.08% | Q1 2016 | Q1 2019 | 14 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 9 | 1 | 0.02% | 0.14% | 0.48% | Q1 2019 | Q3 2023 | 14 |
Symmetry Partners, LLC | 14 | 14 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q4 2023 | 14 |
AMICA MUTUAL INSURANCE CO | 10 | 2 | 0.05% | 0.11% | 0.19% | Q4 2015 | Q4 2019 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 14 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 14 | 14 | 0.01% | 0.95% | 1.69% | Q2 2020 | Q3 2023 | 14 |
LEVIN CAPITAL STRATEGIES, L.P. | 8 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 14 |
Tidal Investments LLC | 14 | 14 | 0.04% | 0.14% | 0.29% | Q2 2020 | Q3 2023 | 14 |
PINNACLE ASSOCIATES LTD | 11 | 1 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 14 |
Amica Retiree Medical Trust | 10 | 2 | 0.05% | 0.10% | 0.14% | Q4 2015 | Q4 2019 | 14 |
SUMITOMO LIFE INSURANCE CO | 14 | 14 | 0.07% | 0.20% | 0.34% | Q2 2014 | Q3 2017 | 14 |
Columbus Hill Capital Management, L.P. | 14 | 14 | 0.19% | 2.78% | 7.75% | Q4 2013 | Q1 2017 | 14 |
Arlington Partners LLC | 8 | 6 | 0.00% | 0.02% | 0.15% | Q4 2018 | Q3 2023 | 14 |
Larson Financial Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MidWestOne Financial Group, Inc. | 12 | 1 | 0.06% | 0.16% | 0.22% | Q2 2019 | Q3 2023 | 14 |
PFS INVESTMENTS INC. | 14 | 14 | 0.02% | 0.14% | 0.24% | Q1 2020 | Q2 2023 | 14 |
Empire Life Investments Inc. | 14 | 14 | 0.35% | 0.83% | 1.33% | Q4 2016 | Q1 2020 | 14 |
TRUST CO OF TOLEDO NA /OH/ | 5 | 1 | 0.05% | 0.07% | 0.08% | Q3 2013 | Q3 2018 | 14 |
J.P. Marvel Investment Advisors, LLC | 10 | 2 | 0.14% | 1.09% | 1.52% | Q1 2016 | Q4 2019 | 14 |
DELTA LLOYD NV | 14 | 14 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Capital Innovations LLC | 14 | 14 | 1.07% | 2.23% | 2.88% | Q3 2016 | Q4 2019 | 14 |
WEDBUSH SECURITIES INC | 7 | 2 | 0.01% | 0.06% | 0.16% | Q1 2017 | Q3 2023 | 14 |
Teton Advisors, Inc. | 14 | 14 | 0.28% | 0.48% | 0.65% | Q2 2013 | Q3 2016 | 14 |
Penserra Capital Management LLC | 10 | 4 | 0.00% | 0.02% | 0.11% | Q1 2018 | Q3 2023 | 14 |
Quantitative Systematic Strategies LLC | 4 | 1 | 0.07% | 0.36% | 1.09% | Q4 2013 | Q2 2019 | 14 |
Dai-ichi Life Holdings, Inc. | 14 | 14 | 0.05% | 0.15% | 0.31% | Q2 2013 | Q3 2016 | 14 |
TELEMUS CAPITAL, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
Alberta Investment Management Corp | 6 | 1 | 0.00% | 0.07% | 0.25% | Q4 2015 | Q3 2023 | 14 |
Bollard Group LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nexus Investment Management ULC | 9 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q4 2017 | 14 |
Mount Yale Investment Advisors, LLC | 11 | 3 | 0.01% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 14 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.01% | 0.07% | 0.33% | Q2 2016 | Q3 2023 | 14 |
CHICAGO EQUITY PARTNERS LLC | 9 | 5 | 0.01% | 0.15% | 0.42% | Q2 2016 | Q1 2020 | 14 |
EASTERLY INVESTMENT PARTNERS LLC | 14 | 14 | 0.05% | 1.22% | 2.31% | Q2 2020 | Q3 2023 | 14 |
MOODY LYNN & LIEBERSON, LLC | 4 | 2 | 0.06% | 0.39% | 1.56% | Q3 2013 | Q3 2018 | 14 |
Vollero Beach Capital Partners LLC | 8 | 4 | 0.33% | 2.38% | 5.34% | Q2 2013 | Q3 2016 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mizuho Asset Management Co.,Ltd. | 14 | 14 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2016 | 14 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.24% | 0.69% | Q2 2013 | Q2 2021 | 14 |
Outlook Wealth Advisors, LLC | 11 | 3 | 0.14% | 0.23% | 0.36% | Q4 2018 | Q3 2023 | 14 |
BerganKDV Wealth Management, LLC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 14 |
Highlander Capital Management, LLC | 11 | 1 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q2 2019 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.11% | 0.16% | Q2 2020 | Q3 2023 | 14 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 14 |
Eudaimonia Partners, LLC | 7 | 7 | 0.03% | 0.06% | 0.11% | Q1 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
PDT Partners, LLC | 9 | 1 | 0.01% | 0.21% | 0.58% | Q2 2013 | Q2 2020 | 14 |
CSS LLC/IL | 3 | 1 | 0.01% | 0.14% | 0.30% | Q4 2013 | Q3 2017 | 14 |
Centiva Capital, LP | 3 | 1 | 0.00% | 0.10% | 0.56% | Q1 2020 | Q3 2023 | 14 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Ashburton (Jersey) Ltd | 13 | 13 | 0.16% | 0.63% | 1.10% | Q4 2015 | Q4 2018 | 13 |
OneDigital Investment Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Freestone Capital Holdings, LLC | 6 | 2 | 0.00% | 0.05% | 0.19% | Q2 2013 | Q4 2020 | 13 |
Talara Capital Management, LLC | 13 | 13 | 2.57% | 5.79% | 8.96% | Q4 2013 | Q4 2016 | 13 |
Gotham Asset Management, LLC | 7 | 1 | 0.00% | 0.08% | 0.27% | Q3 2018 | Q3 2023 | 13 |
Samalin Investment Counsel, LLC | 12 | 1 | 0.08% | 0.33% | 0.51% | Q4 2019 | Q3 2023 | 13 |
First Washington CORP | 13 | 13 | 1.07% | 1.27% | 1.52% | Q2 2016 | Q2 2019 | 13 |
KNOTT DAVID M | 13 | 13 | 2.61% | 3.37% | 3.97% | Q2 2013 | Q2 2016 | 13 |
GLG Partners LP | 8 | 1 | 0.00% | 0.17% | 0.41% | Q2 2013 | Q3 2017 | 13 |
TCTC Holdings, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.10% | 0.44% | Q4 2017 | Q3 2023 | 13 |
Winfield Associates, Inc. | 10 | 3 | 0.11% | 0.25% | 0.52% | Q2 2016 | Q4 2019 | 13 |
Greenline Partners, LLC | 12 | 1 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Lee Financial Co | 11 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 9 | 1 | 0.05% | 0.08% | 0.21% | Q4 2013 | Q3 2020 | 13 |
Rovida Advisors Inc. | 12 | 1 | 0.81% | 4.01% | 6.56% | Q3 2015 | Q4 2019 | 13 |
TIAA, FSB | 8 | 5 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q2 2023 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 11 | 2 | 0.00% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 13 |
Segment Wealth Management, LLC | 8 | 5 | 0.03% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 13 |
Global Endowment Management, LP | 12 | 1 | 0.04% | 0.16% | 0.76% | Q4 2014 | Q1 2018 | 13 |
MARTIN CURRIE LTD | 13 | 13 | 0.23% | 0.55% | 0.94% | Q3 2016 | Q3 2019 | 13 |
COBIZ WEALTH, LLC | 12 | 1 | 0.00% | 1.03% | 1.38% | Q2 2013 | Q2 2019 | 13 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 1 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q4 2022 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 13 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 2 | 0.00% | 0.82% | 2.15% | Q1 2016 | Q3 2022 | 13 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.03% | 0.08% | 0.18% | Q4 2016 | Q3 2023 | 13 |
MUFG Americas Holdings Corp | 8 | 5 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2022 | 13 |
Meiji Yasuda Life Insurance Co | 5 | 4 | 0.00% | 0.04% | 0.06% | Q3 2013 | Q3 2021 | 13 |
HighVista Strategies LLC | 9 | 4 | 0.13% | 0.58% | 0.78% | Q4 2013 | Q1 2017 | 13 |
Strategic Investment Advisors / MI | 12 | 1 | 0.07% | 0.18% | 0.31% | Q2 2020 | Q3 2023 | 13 |
Virtus ETF Advisers LLC | 6 | 3 | 0.00% | 0.37% | 0.90% | Q1 2018 | Q3 2023 | 13 |
Cresset Asset Management, LLC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 13 |
Heritage Trust Co | 11 | 2 | 0.00% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 13 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q1 2018 | 13 |
Supplemental Annuity Collective Trust of NJ | 11 | 1 | 0.08% | 0.12% | 0.20% | Q2 2019 | Q3 2023 | 13 |
CLOUGH CAPITAL PARTNERS L P | 6 | 1 | 0.02% | 0.75% | 2.03% | Q2 2013 | Q3 2023 | 13 |
FINANCIAL COUNSELORS INC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2016 | 13 |
Duquesne Family Office | 4 | 1 | 0.78% | 1.72% | 4.66% | Q3 2013 | Q4 2022 | 13 |
Alexandria Capital, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 0.02% | 0.22% | 0.57% | Q2 2016 | Q2 2019 | 13 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 7 | 1 | 0.34% | 0.60% | 0.84% | Q2 2017 | Q3 2023 | 13 |
Essex Financial Services, Inc. | 8 | 5 | 0.04% | 0.28% | 0.67% | Q2 2017 | Q3 2023 | 13 |
Edge Wealth Management LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 13 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 13 |
EP Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 13 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.09% | 0.21% | Q3 2018 | Q4 2022 | 13 |
Banco de Sabadell, S.A | 12 | 1 | 0.01% | 0.05% | 0.41% | Q4 2017 | Q1 2021 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
National Mutual Insurance Federation of Agricultural Cooperatives | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 13 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 13 | 13 | 0.02% | 1.16% | 1.77% | Q3 2020 | Q3 2023 | 13 |
SWARTHMORE GROUP INC | 8 | 5 | 0.10% | 1.39% | 2.45% | Q1 2015 | Q2 2022 | 13 |
Cedar Wealth Management, LLC | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.03% | Q1 2020 | Q4 2023 | 13 |
Andesa Financial Management Inc. | 9 | 2 | 0.12% | 0.18% | 0.26% | Q1 2019 | Q1 2023 | 13 |
BRAUN STACEY ASSOCIATES INC | 9 | 4 | 0.50% | 0.79% | 1.09% | Q3 2016 | Q3 2023 | 13 |
Ruane, Cunniff & Goldfarb | 13 | 13 | 0.00% | 0.11% | 0.28% | Q2 2013 | Q2 2016 | 13 |
Ninety One North America, Inc. | 8 | 5 | 0.10% | 0.68% | 1.52% | Q4 2015 | Q4 2022 | 13 |
Aptus Capital Advisors, LLC | 12 | 12 | 0.10% | 0.35% | 0.89% | Q4 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Fieldpoint Private Securities, LLC | 7 | 5 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 2 | 1 | 0.05% | 0.24% | 0.72% | Q2 2016 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2021 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.04% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Column Capital Advisors, LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
Summit Global Investments | 9 | 3 | 0.03% | 0.20% | 0.44% | Q4 2016 | Q3 2023 | 12 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.02% | 0.15% | 0.61% | Q2 2019 | Q3 2023 | 12 |
Centerpoint Advisors, LLC | 10 | 2 | 0.00% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 12 |
Live Your Vision, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 12 |
HARVEY CAPITAL MANAGEMENT INC | 7 | 5 | 0.10% | 1.08% | 1.96% | Q4 2018 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Ohio National Investments, Inc. | 12 | 12 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q1 2016 | 12 |
Encompass Capital Advisors LLC | 3 | 1 | 1.45% | 4.57% | 9.24% | Q4 2014 | Q2 2023 | 12 |
Winslow Capital Management, LLC | 6 | 2 | 0.00% | 0.68% | 1.32% | Q2 2013 | Q2 2017 | 12 |
Zions Bancorporation | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 12 |
STEEL GROVE CAPITAL ADVISORS, LLC | 12 | 12 | 0.08% | 0.26% | 0.50% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
3G Capital Partners | 6 | 1 | 1.18% | 3.38% | 7.41% | Q2 2014 | Q2 2018 | 12 |
Carnegie Capital Asset Management, LLC | 9 | 3 | 0.01% | 0.14% | 0.26% | Q1 2019 | Q3 2023 | 12 |
Copeland Capital Management, LLC | 12 | 12 | 0.00% | 0.26% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Allred Capital Management, LLC | 11 | 1 | 0.02% | 0.21% | 0.31% | Q4 2019 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q1 2016 | 12 |
Harvest Fund Management Co., Ltd | 11 | 1 | 0.00% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 4 | 2 | 0.00% | 0.07% | 0.36% | Q1 2017 | Q3 2021 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.04% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Canal Capital Management, LLC | 7 | 5 | 0.04% | 0.11% | 0.20% | Q4 2018 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q4 2020 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.44% | 1.06% | 1.64% | Q4 2020 | Q3 2023 | 12 |
Confluence Wealth Management LLC | 12 | 12 | 0.19% | 0.42% | 0.62% | Q4 2015 | Q3 2018 | 12 |
Cranbrook Wealth Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Ariel Investments | 10 | 2 | 0.02% | 0.56% | 0.80% | Q1 2016 | Q4 2019 | 12 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 10 | 2 | 0.12% | 0.43% | 0.63% | Q1 2015 | Q4 2019 | 12 |
DENVER INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.16% | 0.30% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
SCP Investment, LP | 4 | 1 | 0.08% | 0.38% | 1.38% | Q4 2018 | Q3 2023 | 12 |
Verde Servicos Internacionais S.A. | 12 | 12 | 0.08% | 0.38% | 0.59% | Q4 2015 | Q3 2018 | 12 |
QUEST INVESTMENT MANAGEMENT LLC | 9 | 3 | 0.16% | 0.63% | 0.92% | Q2 2013 | Q3 2023 | 12 |
Texan Capital Management | 6 | 6 | 0.49% | 1.21% | 2.06% | Q4 2014 | Q4 2017 | 12 |
REINHART PARTNERS, LLC. | 6 | 6 | 0.14% | 1.51% | 2.28% | Q3 2015 | Q4 2020 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.09% | 0.19% | Q2 2013 | Q1 2016 | 12 |
HAMEL ASSOCIATES, INC. | 12 | 12 | 1.22% | 2.02% | 2.48% | Q4 2020 | Q3 2023 | 12 |
ALPS ADVISORS INC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 12 |
Mariner, LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 12 |
Hilltop Holdings Inc. | 11 | 1 | 0.03% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
BAILARD, INC. | 11 | 1 | 0.02% | 0.10% | 0.13% | Q3 2017 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2019 | 12 |
BOENNING & SCATTERGOOD, INC. | 12 | 12 | 0.08% | 0.13% | 0.28% | Q1 2020 | Q4 2022 | 12 |
SouthState Corp | 8 | 4 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 12 |
WealthShield Partners, LLC | 12 | 12 | 0.04% | 0.18% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Grove Bank & Trust | 5 | 3 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q3 2023 | 12 |
Richard P Slaughter Associates Inc | 12 | 12 | 0.46% | 0.60% | 0.79% | Q1 2021 | Q4 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 12 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.01% | 0.32% | 1.74% | Q4 2014 | Q3 2018 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.22% | 0.61% | Q3 2012 | Q4 2021 | 12 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 12 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 1 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.04% | 0.13% | 0.18% | Q2 2013 | Q1 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q3 2019 | 12 |
Blume Capital Management, Inc. | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Artisan Partners Limited Partnership | 11 | 1 | 0.00% | 0.57% | 0.93% | Q2 2013 | Q2 2019 | 12 |
Tamar Securities, LLC | 11 | 1 | 0.87% | 1.59% | 2.18% | Q2 2020 | Q3 2023 | 12 |
Pinnacle Bancorp, Inc. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
Royal Harbor Partners, LLC | 11 | 1 | 0.13% | 0.99% | 1.46% | Q2 2020 | Q3 2023 | 12 |
Winch Advisory Services, LLC | 8 | 2 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 12 |
HighMark Wealth Management LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 1 | 0.04% | 0.10% | 0.19% | Q4 2013 | Q4 2019 | 11 |
Retirement Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
Diligent Investors, LLC | 11 | 11 | 0.12% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
GW&K Investment Management, LLC | 11 | 11 | 0.00% | 0.05% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Sunbelt Securities, Inc. | 8 | 1 | 0.02% | 0.18% | 0.25% | Q4 2016 | Q3 2023 | 11 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Bell Bank | 11 | 11 | 0.18% | 0.42% | 0.80% | Q2 2013 | Q4 2015 | 11 |
AMICA PENSION FUND BOARD OF TRUSTEES | 9 | 2 | 0.08% | 0.11% | 0.14% | Q4 2015 | Q4 2018 | 11 |
Harbor Advisors LLC | 11 | 11 | 0.11% | 0.16% | 0.20% | Q1 2021 | Q3 2023 | 11 |
VIKING GLOBAL INVESTORS LP | 10 | 1 | 0.11% | 2.94% | 5.36% | Q1 2014 | Q4 2017 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 11 |
MONETARY MANAGEMENT GROUP INC | 6 | 5 | 0.02% | 0.12% | 0.35% | Q1 2014 | Q3 2023 | 11 |
Camarda Financial Advisors, LLC | 6 | 1 | 0.01% | 0.22% | 0.66% | Q3 2015 | Q4 2021 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
MV CAPITAL MANAGEMENT, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
KENNEDY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.11% | 0.15% | 0.20% | Q1 2021 | Q3 2023 | 11 |
HENNESSY ADVISORS INC | 7 | 4 | 0.05% | 0.13% | 0.26% | Q1 2020 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Vision Capital Management, Inc. | 11 | 11 | 0.94% | 2.09% | 2.84% | Q4 2013 | Q2 2016 | 11 |
Illinois Municipal Retirement Fund | 11 | 11 | 0.03% | 0.13% | 0.31% | Q1 2021 | Q3 2023 | 11 |
RELIANCE TRUST CO OF DELAWARE | 9 | 2 | 0.02% | 0.11% | 0.16% | Q1 2016 | Q1 2019 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
J.W. COLE ADVISORS, INC. | 10 | 1 | 0.03% | 0.10% | 0.28% | Q3 2020 | Q3 2023 | 11 |
Teamwork Financial Advisors, LLC | 11 | 11 | 0.31% | 0.63% | 1.86% | Q1 2021 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 11 | 11 | 0.12% | 0.17% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Jacobi Capital Management LLC | 10 | 1 | 0.00% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 11 |
COOPERMAN LEON G | 11 | 11 | 0.79% | 2.20% | 3.61% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
FAIRFIELD, BUSH & CO. | 6 | 5 | 0.08% | 0.17% | 0.49% | Q4 2017 | Q3 2023 | 11 |
Nixon Capital, LLC | 11 | 11 | 3.37% | 5.66% | 7.65% | Q1 2021 | Q3 2023 | 11 |
ACADIAN ASSET MANAGEMENT LLC | 7 | 4 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 11 |
Capital Advisors, Ltd. LLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 2 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q4 2021 | 11 |
HARBOR INVESTMENT ADVISORY, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
MRA Advisory Group | 11 | 11 | 0.20% | 0.23% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Sterling Investment Advisors, Ltd. | 11 | 11 | 0.00% | 0.54% | 1.28% | Q1 2021 | Q3 2023 | 11 |
Vanguard Personalized Indexing Management, LLC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Empirical Finance, LLC | 10 | 1 | 0.01% | 0.11% | 0.19% | Q4 2016 | Q3 2023 | 11 |
Financial Advantage, Inc. | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 11 |
Telemark Asset Management, LLC | 8 | 1 | 0.25% | 4.02% | 7.34% | Q2 2014 | Q2 2018 | 11 |
SignalPoint Asset Management, LLC | 7 | 4 | 0.08% | 0.13% | 0.29% | Q4 2013 | Q4 2016 | 11 |
Salient Capital Advisors, LLC | 7 | 4 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q4 2020 | 11 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.08% | 0.12% | Q4 2016 | Q3 2023 | 11 |
PROSPECTOR PARTNERS LLC | 11 | 11 | 2.10% | 2.44% | 2.81% | Q1 2021 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
True North Advisors, LLC | 11 | 11 | 0.08% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 11 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 6 | 5 | 0.03% | 0.34% | 0.59% | Q1 2014 | Q1 2017 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 11 |
WOLFF WIESE MAGANA LLC | 11 | 11 | 0.01% | 0.02% | 0.13% | Q1 2021 | Q3 2023 | 11 |
ICONIQ Capital, LLC | 6 | 5 | 0.02% | 0.05% | 0.08% | Q4 2014 | Q3 2017 | 11 |
Ackerman Capital Advisors, LLC | 11 | 11 | 0.07% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
NEVILLE RODIE & SHAW INC | 6 | 1 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q4 2023 | 11 |
Laurel Grove Capital, LLC | 11 | 11 | 0.15% | 0.26% | 0.44% | Q1 2016 | Q3 2018 | 11 |
Quadrature Capital Ltd | 5 | 1 | 0.05% | 0.59% | 1.46% | Q2 2016 | Q3 2020 | 11 |
SevenBridge Financial Group, LLC | 10 | 1 | 0.01% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q2 2021 | 11 |
Wealthstreet Investment Advisors, LLC | 10 | 1 | 0.03% | 0.09% | 0.15% | Q4 2017 | Q1 2021 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2021 | 11 |
GeoWealth Management, LLC | 11 | 11 | 0.00% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 11 |
BISLETT MANAGEMENT, LLC | 11 | 11 | 3.29% | 5.66% | 8.20% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Dakota Wealth Management | 11 | 11 | 0.03% | 0.35% | 0.94% | Q1 2021 | Q3 2023 | 11 |
LifePlan Financial Group, Inc | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 11 |
PT ASSET MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.08% | 0.13% | Q1 2015 | Q4 2015 | 11 |
MGO ONE SEVEN LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Integrated Advisors Network LLC | 9 | 1 | 0.03% | 0.11% | 0.26% | Q4 2020 | Q3 2023 | 10 |
Harbour Capital Advisors, LLC | 6 | 2 | 0.10% | 0.21% | 0.35% | Q1 2017 | Q4 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.04% | 0.07% | 0.08% | Q3 2016 | Q4 2018 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.57% | 0.86% | Q2 2021 | Q3 2023 | 10 |
DOHENY ASSET MANAGEMENT /CA | 5 | 5 | 1.38% | 2.75% | 3.59% | Q1 2021 | Q3 2023 | 10 |
DUBUQUE BANK & TRUST CO | 6 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2019 | 10 |
JACOBS & CO/CA | 10 | 10 | 0.16% | 0.43% | 0.55% | Q2 2017 | Q3 2019 | 10 |
Baupost Group | 7 | 3 | 0.05% | 5.62% | 9.40% | Q1 2015 | Q1 2019 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
FORBES J M & CO LLP | 10 | 10 | 0.45% | 0.58% | 0.77% | Q1 2017 | Q2 2019 | 10 |
SIRIOS CAPITAL MANAGEMENT L P | 6 | 4 | 0.01% | 0.49% | 1.45% | Q4 2017 | Q4 2021 | 10 |
EAGLE GLOBAL ADVISORS LLC | 10 | 10 | 0.38% | 0.64% | 0.89% | Q2 2021 | Q3 2023 | 10 |
PALISADE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2017 | 10 |
CORNERSTONE ADVISORS INC | 10 | 10 | 0.02% | 0.13% | 0.24% | Q2 2016 | Q3 2018 | 10 |
CALDWELL & ORKIN INC | 6 | 2 | 0.01% | 0.98% | 2.42% | Q3 2013 | Q1 2017 | 10 |
Clearstead Advisors, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Allen Investment Management, LLC | 7 | 3 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q3 2017 | 10 |
Amundi | 10 | 10 | 0.08% | 0.14% | 0.24% | Q2 2021 | Q3 2023 | 10 |
CHILTON INVESTMENT CO INC. | 10 | 10 | 0.41% | 0.97% | 1.51% | Q2 2013 | Q3 2015 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 10 | 0.06% | 0.11% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Bangor Savings Bank | 7 | 1 | 0.00% | 0.10% | 0.16% | Q4 2017 | Q1 2023 | 10 |
Montecito Bank & Trust | 10 | 10 | 0.10% | 0.14% | 0.18% | Q3 2021 | Q4 2023 | 10 |
FIDUCIARY TRUST CO | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 10 |
BANK OF HAWAII | 6 | 4 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q4 2022 | 10 |
Spears Abacus Advisors LLC | 9 | 1 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2019 | 10 |
Mechanics Bank Trust Department | 9 | 1 | 0.04% | 0.27% | 0.39% | Q2 2013 | Q3 2023 | 10 |
Warther Private Wealth, LLC | 10 | 10 | 0.19% | 0.56% | 0.95% | Q2 2021 | Q3 2023 | 10 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.08% | 0.20% | Q4 2022 | Q3 2023 | 10 |
Freedom Day Solutions, LLC | 10 | 10 | 0.46% | 0.83% | 1.08% | Q2 2021 | Q3 2023 | 10 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 10 |
Newbridge Financial Services Group, Inc. | 6 | 4 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 10 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
MILLIE CAPITAL MANAGEMENT, LLC | 10 | 10 | 1.86% | 2.54% | 3.94% | Q3 2015 | Q4 2017 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Kepos Capital LP | 7 | 1 | 0.01% | 0.05% | 0.32% | Q2 2018 | Q3 2023 | 10 |
First Trust Direct Indexing L.P. | 10 | 10 | 0.04% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
BHF Kleinwort Benson Group S.A. | 9 | 1 | 0.07% | 0.25% | 0.50% | Q2 2013 | Q4 2015 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.06% | 0.11% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
44 WEALTH MANAGEMENT LLC | 6 | 4 | 0.08% | 0.12% | 0.32% | Q4 2020 | Q2 2023 | 10 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.07% | 0.15% | Q3 2013 | Q1 2022 | 10 |
Spectrum Management Group, LLC | 8 | 1 | 0.01% | 0.81% | 2.07% | Q3 2017 | Q3 2022 | 10 |
TPH Asset Management, LLC | 9 | 1 | 0.07% | 0.86% | 1.78% | Q4 2013 | Q4 2017 | 10 |
BANQUE PICTET & CIE SA | 7 | 3 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2016 | 10 |
THOMPSON DAVIS & CO., INC. | 6 | 1 | 0.00% | 0.03% | 0.16% | Q4 2013 | Q3 2018 | 10 |
British Airways Pensions Investment Management Ltd | 6 | 4 | 0.31% | 0.67% | 1.12% | Q2 2016 | Q2 2019 | 10 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q2 2019 | 10 |
MAGNOLIA CAPITAL ADVISORS LLC | 10 | 10 | 0.19% | 0.40% | 1.03% | Q1 2021 | Q2 2023 | 10 |
EPG Wealth Management LLC | 9 | 1 | 0.00% | 0.19% | 0.33% | Q1 2020 | Q3 2023 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 10 |
CFM WEALTH PARTNERS LLC | 7 | 3 | 0.03% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 10 |
Americana Partners, LLC | 5 | 1 | 0.00% | 0.10% | 0.27% | Q4 2019 | Q3 2023 | 10 |
Goelzer Investment Management, Inc. | 10 | 10 | 0.10% | 0.30% | 0.48% | Q2 2021 | Q3 2023 | 10 |
FOURPOINTS Investment Managers, S.A.S. | 10 | 10 | 1.19% | 1.93% | 2.46% | Q4 2014 | Q1 2017 | 10 |
Deseret Mutual Benefit Administrators | 10 | 10 | 0.02% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.05% | 0.11% | 0.30% | Q2 2010 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.00% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 10 |
Index Management Solutions, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Alaska Permanent Fund Corp | 8 | 2 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Chicago Capital, LLC | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Coyle Financial Counsel LLC | 9 | 1 | 0.00% | 1.03% | 1.64% | Q2 2018 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Crewe Advisors LLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q2 2023 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.13% | 0.51% | Q3 2018 | Q3 2023 | 10 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.17% | 0.57% | 1.66% | Q3 2016 | Q3 2023 | 10 |
Icon Wealth Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q4 2021 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.02% | 0.07% | 0.24% | Q4 2018 | Q2 2022 | 10 |
Trexquant Investment LP | 3 | 1 | 0.03% | 0.24% | 0.67% | Q2 2015 | Q2 2022 | 10 |
IHT Wealth Management, LLC | 6 | 4 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 10 |
Pointe Capital Management LLC | 8 | 2 | 0.24% | 0.31% | 0.44% | Q2 2016 | Q4 2018 | 10 |
Skylands Capital, LLC | 7 | 1 | 0.06% | 0.44% | 1.11% | Q2 2015 | Q3 2023 | 9 |
Bryn Mawr Capital Management, LLC | 3 | 1 | 0.15% | 0.21% | 0.29% | Q4 2016 | Q4 2019 | 9 |
Cambria Investment Management, L.P. | 5 | 4 | 0.00% | 0.32% | 0.63% | Q4 2014 | Q3 2023 | 9 |
PRUDENTIAL PLC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 9 |
Ethic Inc. | 9 | 9 | 0.02% | 0.05% | 0.10% | Q3 2021 | Q3 2023 | 9 |
12th Street Asset Management Company, LLC | 9 | 9 | 2.94% | 4.37% | 6.80% | Q3 2021 | Q3 2023 | 9 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 1 | 0.08% | 0.10% | 0.15% | Q3 2016 | Q4 2019 | 9 |
Yaupon Capital Management LP | 5 | 1 | 0.83% | 2.23% | 3.75% | Q4 2018 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 9 |
Strategic Blueprint, LLC | 8 | 1 | 0.00% | 0.22% | 0.46% | Q2 2021 | Q3 2023 | 9 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.22% | 0.70% | Q2 2015 | Q3 2019 | 9 |
QCI ASSET MANAGEMENT INC/NY | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Graham Capital Management, L.P. | 2 | 1 | 0.02% | 0.31% | 1.24% | Q2 2013 | Q3 2023 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 9 |
Woodson Capital Management, LP | 9 | 9 | 0.83% | 1.42% | 1.98% | Q3 2021 | Q3 2023 | 9 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 4 | 1 | 0.04% | 0.14% | 0.34% | Q4 2018 | Q3 2023 | 9 |
Manning & Napier Group, LLC | 5 | 4 | 0.13% | 0.53% | 1.04% | Q2 2020 | Q1 2023 | 9 |
Coastline Trust Co | 9 | 9 | 0.03% | 0.09% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Jump Trading, LLC | 3 | 1 | 0.01% | 0.03% | 0.10% | Q1 2015 | Q1 2019 | 9 |
Independent Portfolio Consultants, Inc. | 3 | 3 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2017 | 9 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q4 2022 | 9 |
KING INVESTMENT ADVISORS INC/TX | 9 | 9 | 0.16% | 0.28% | 0.64% | Q2 2013 | Q2 2015 | 9 |
Cinctive Capital Management LP | 4 | 2 | 0.18% | 0.59% | 1.13% | Q1 2020 | Q2 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.12% | 0.25% | Q2 2021 | Q2 2023 | 9 |
Baldwin Investment Management, LLC | 9 | 9 | 0.17% | 0.28% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Murphy Pohlad Asset Management LLC | 9 | 9 | 0.17% | 0.46% | 0.68% | Q3 2021 | Q3 2023 | 9 |
Cornerstone Wealth Management, LLC | 4 | 2 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 9 |
Venture Visionary Partners LLC | 9 | 9 | 0.13% | 0.21% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Bremer Bank National Association | 8 | 1 | 0.00% | 0.74% | 1.09% | Q1 2019 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.10% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
Stanley-Laman Group, Ltd. | 9 | 9 | 0.37% | 0.77% | 1.03% | Q3 2021 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.12% | 0.20% | Q4 2021 | Q3 2023 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.03% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 9 |
Veracity Capital LLC | 9 | 9 | 0.46% | 0.89% | 1.24% | Q3 2021 | Q3 2023 | 9 |
AUGUSTINE ASSET MANAGEMENT INC | 5 | 1 | 0.12% | 2.22% | 3.66% | Q2 2013 | Q3 2023 | 9 |
Santa Fe Partners LLC | 8 | 1 | 0.17% | 0.31% | 0.51% | Q2 2013 | Q3 2015 | 9 |
Banco Santander, S.A. | 3 | 1 | 0.00% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 9 |
CANANDAIGUA NATIONAL CORP | 9 | 9 | 0.04% | 0.09% | 0.17% | Q4 2020 | Q4 2022 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 2 | 0.01% | 0.05% | 0.18% | Q1 2015 | Q4 2017 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 2 | 0.01% | 0.37% | 1.75% | Q1 2017 | Q3 2022 | 9 |
Dynamic Advisor Solutions LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Nan Shan Life Insurance Co., Ltd. | 5 | 4 | 0.02% | 0.93% | 1.72% | Q4 2016 | Q4 2021 | 9 |
Dynamic Capital Management Ltd | 5 | 1 | 0.08% | 0.52% | 1.01% | Q4 2013 | Q2 2017 | 9 |
SFMG, LLC | 8 | 1 | 0.02% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 1 | 0.06% | 0.13% | 0.55% | Q1 2020 | Q3 2023 | 9 |
Edgestream Partners, L.P. | 2 | 1 | 0.02% | 0.27% | 1.53% | Q4 2016 | Q3 2023 | 9 |
Clarius Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.19% | 0.22% | 0.25% | Q1 2015 | Q1 2017 | 9 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 7 | 2 | 0.11% | 0.14% | 0.21% | Q1 2019 | Q3 2022 | 9 |
Bronson Point Management LLC | 4 | 1 | 1.35% | 4.40% | 8.27% | Q3 2015 | Q4 2020 | 9 |
BENJAMIN EDWARDS INC | 9 | 9 | 0.16% | 0.20% | 0.29% | Q3 2021 | Q3 2023 | 9 |
COMERICA SECURITIES INC | 7 | 2 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q4 2018 | 9 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.48% | 1.06% | 1.81% | Q3 2017 | Q3 2019 | 9 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.04% | 0.08% | 0.18% | Q4 2016 | Q2 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q1 2021 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.28% | 0.45% | 0.68% | Q4 2021 | Q4 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.03% | 0.05% | 0.12% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2015 | 9 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.03% | 0.08% | 0.12% | Q4 2015 | Q3 2023 | 9 |
Voya Financial Advisors, Inc. | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
HERMES INVESTMENT MANAGEMENT LTD | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 9 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 9 | 9 | 0.48% | 1.19% | 1.88% | Q4 2016 | Q4 2018 | 9 |
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC | 9 | 9 | 0.19% | 1.41% | 2.16% | Q2 2013 | Q2 2015 | 9 |
Janney Capital Management LLC | 9 | 9 | 0.32% | 0.42% | 0.60% | Q3 2018 | Q3 2020 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
THORNBURG INVESTMENT MANAGEMENT INC | 9 | 9 | 0.07% | 0.09% | 0.10% | Q3 2017 | Q3 2019 | 9 |
Fiduciary Planning LLC | 9 | 9 | 0.47% | 0.53% | 0.74% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.20% | 0.34% | Q2 2016 | Q2 2023 | 9 |
Kovitz Investment Group Partners, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
TOWNSQUARE CAPITAL LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.45% | 0.56% | 0.83% | Q3 2021 | Q3 2023 | 9 |
PARK AVENUE SECURITIES LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Lloyd Advisory Services, LLC. | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 9 | 9 | 0.41% | 0.94% | 1.27% | Q2 2013 | Q2 2015 | 9 |
FIRST CITIZENS BANK & TRUST CO | 7 | 2 | 0.06% | 0.10% | 0.12% | Q2 2013 | Q4 2019 | 9 |
Astenbeck Capital Management LLC | 5 | 4 | 9.26% | 17.42% | 26.29% | Q4 2014 | Q1 2017 | 9 |
Concord Wealth Partners | 4 | 2 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
SNOW CAPITAL MANAGEMENT LP | 9 | 9 | 0.02% | 0.28% | 0.51% | Q2 2019 | Q2 2021 | 9 |
MITCHELL CAPITAL MANAGEMENT CO | 6 | 3 | 0.29% | 1.54% | 2.91% | Q2 2016 | Q4 2019 | 9 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 9 | 9 | 0.14% | 0.16% | 0.18% | Q1 2015 | Q1 2017 | 9 |
Mill Capital Management, LLC | 8 | 8 | 0.95% | 1.24% | 1.41% | Q4 2021 | Q3 2023 | 8 |
ORSER CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.24% | 0.49% | 0.80% | Q4 2017 | Q3 2019 | 8 |
Procyon Advisors, LLC | 5 | 3 | 0.00% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.02% | 0.17% | Q4 2021 | Q3 2023 | 8 |
DC Investments Management, LLC | 5 | 3 | 0.78% | 4.28% | 7.12% | Q2 2020 | Q3 2023 | 8 |
Euclid Advisors LLC | 6 | 1 | 0.03% | 0.28% | 0.69% | Q2 2013 | Q2 2016 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.41% | 0.64% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Disciplined Investments, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 8 |
Sagefield Capital LP | 8 | 8 | 1.54% | 3.75% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Greenbrier Partners Capital Management, LLC | 8 | 8 | 1.27% | 2.18% | 2.85% | Q2 2013 | Q1 2015 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 8 |
Alpha Paradigm Partners, LLC | 7 | 1 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q4 2022 | 8 |
Advisor Resource Council | 8 | 8 | 0.13% | 0.26% | 0.41% | Q2 2021 | Q1 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2017 | Q3 2019 | 8 |
Frisch Financial Group, Inc. | 5 | 3 | 0.08% | 0.14% | 0.22% | Q4 2018 | Q3 2022 | 8 |
MATHER GROUP, LLC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.46% | 1.74% | 3.70% | Q4 2021 | Q3 2023 | 8 |
MSD Partners, L.P. | 3 | 2 | 0.20% | 0.63% | 0.94% | Q3 2013 | Q2 2016 | 8 |
WAYCROSS PARTNERS, LLC | 8 | 8 | 0.36% | 0.74% | 1.34% | Q4 2020 | Q3 2022 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2016 | 8 |
9258 Wealth Management, LLC | 8 | 8 | 0.08% | 0.15% | 0.21% | Q4 2021 | Q3 2023 | 8 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 2 | 0.14% | 0.16% | 0.17% | Q1 2021 | Q3 2023 | 8 |
TimeScale Financial, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.26% | 0.71% | 1.99% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 5 | 3 | 0.00% | 0.11% | 0.37% | Q2 2018 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Wahed Invest LLC | 8 | 8 | 0.24% | 0.31% | 0.37% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.12% | 0.17% | 0.34% | Q4 2020 | Q3 2022 | 8 |
Heartland Bank & Trust Co | 8 | 8 | 0.38% | 0.65% | 0.82% | Q4 2020 | Q3 2022 | 8 |
NATIONAL PLANNING CORP | 5 | 3 | 0.01% | 0.05% | 0.11% | Q4 2013 | Q1 2017 | 8 |
JCIC Asset Management Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 8 |
McElhenny Sheffield Capital Management, LLC | 8 | 8 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quantinno Capital Management LP | 7 | 1 | 0.04% | 0.08% | 0.32% | Q4 2018 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TBH Global Asset Management, LLC | 8 | 8 | 0.11% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 8 | 8 | 1.16% | 4.00% | 8.13% | Q2 2013 | Q1 2015 | 8 |
Westover Capital Advisors, LLC | 8 | 8 | 0.11% | 1.18% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.13% | 0.25% | 0.29% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Legacy CG, LLC | 8 | 8 | 1.62% | 1.87% | 2.39% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.22% | 0.28% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Bowman & Co S.C. | 8 | 8 | 0.45% | 0.62% | 0.76% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 3 | 0.04% | 0.12% | 0.35% | Q4 2019 | Q2 2023 | 8 |
Peterson Wealth Services | 8 | 8 | 0.24% | 1.14% | 2.22% | Q4 2021 | Q3 2023 | 8 |
ARGENTIERE CAPITAL AG | 7 | 1 | 0.71% | 1.96% | 3.20% | Q1 2017 | Q1 2019 | 8 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.25% | 1.31% | Q4 2015 | Q3 2023 | 8 |
Ervin Investment Management, LLC | 8 | 8 | 1.61% | 2.05% | 2.24% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Saiers Capital, LLC | 2 | 1 | 0.00% | 0.07% | 0.28% | Q3 2013 | Q2 2014 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.73% | 0.93% | 1.22% | Q4 2021 | Q3 2023 | 8 |
B & T Capital Management DBA Alpha Capital Management | 3 | 2 | 0.08% | 0.15% | 0.22% | Q4 2013 | Q2 2023 | 8 |
US FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.07% | 0.15% | Q2 2015 | Q3 2022 | 8 |
SECOR Capital Advisors, LP | 4 | 1 | 0.04% | 0.09% | 0.12% | Q2 2016 | Q3 2018 | 8 |
GDS Wealth Management | 8 | 8 | 1.10% | 1.47% | 1.92% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
CHASE INVESTMENT COUNSEL CORP | 8 | 8 | 1.10% | 1.30% | 1.41% | Q1 2021 | Q4 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Harel Insurance Investments & Financial Services Ltd. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q1 2023 | 8 |
Vigilant Capital Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 8 |
TLWM | 8 | 8 | 0.20% | 0.28% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Cupps Capital Management, LLC | 8 | 8 | 0.06% | 0.31% | 0.88% | Q2 2013 | Q1 2015 | 8 |
SAMLYN CAPITAL, LLC | 5 | 1 | 0.28% | 0.70% | 1.46% | Q2 2016 | Q1 2019 | 8 |
Waldron Private Wealth LLC | 8 | 8 | 0.03% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 8 |
Hudson Bay Capital Management LP | 3 | 1 | 0.01% | 0.12% | 0.30% | Q3 2014 | Q3 2021 | 8 |
Wunderlich Capital Managemnt | 5 | 1 | 0.32% | 0.49% | 0.85% | Q4 2017 | Q4 2022 | 8 |
BALDWIN BROTHERS LLC/MA | 7 | 1 | 0.00% | 0.41% | 0.82% | Q2 2016 | Q1 2019 | 8 |
Nicholas Investment Partners, LP | 7 | 1 | 0.18% | 0.23% | 0.31% | Q2 2013 | Q3 2016 | 8 |
CITY HOLDING CO | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 8 |
GUARDIAN INVESTOR SERVICES LLC | 8 | 8 | 0.12% | 0.15% | 0.19% | Q2 2013 | Q1 2015 | 8 |
First Dallas Securities Inc. | 7 | 1 | 0.16% | 0.21% | 0.25% | Q3 2017 | Q2 2023 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Oliver Luxxe Assets LLC | 8 | 8 | 0.35% | 0.59% | 0.72% | Q1 2021 | Q4 2022 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CHICAGO TRUST Co NA | 8 | 8 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Private Ocean, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 8 |
Cypress Capital Group | 8 | 8 | 0.03% | 0.26% | 0.82% | Q4 2021 | Q3 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.20% | 0.28% | 0.45% | Q4 2017 | Q3 2019 | 8 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 8 | 8 | 0.31% | 1.26% | 1.60% | Q4 2021 | Q3 2023 | 8 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.00% | 0.07% | 0.31% | Q2 2021 | Q1 2023 | 8 |
Pinnacle Wealth Planning Services, Inc. | 7 | 1 | 0.01% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 8 |
Ranger Investment Management | 6 | 2 | 0.00% | 0.06% | 0.27% | Q2 2013 | Q2 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 8 | 8 | 0.02% | 0.20% | 0.43% | Q1 2018 | Q4 2019 | 8 |
Aquila Investment Management LLC | 8 | 8 | 1.24% | 2.25% | 3.38% | Q4 2021 | Q3 2023 | 8 |
Ledyard National Bank | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2018 | 8 |
RAY GERALD L & ASSOCIATES LTD | 7 | 1 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2017 | 8 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
MARK ASSET MANAGEMENT LP | 4 | 4 | 0.07% | 2.40% | 3.98% | Q3 2013 | Q1 2017 | 8 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q2 2015 | Q3 2023 | 8 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 8 | 8 | 1.42% | 2.17% | 2.79% | Q2 2013 | Q1 2015 | 8 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 8 |
Deep Basin Capital LP | 6 | 6 | 0.94% | 1.82% | 3.24% | Q4 2018 | Q1 2020 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 8 | 8 | 0.04% | 0.36% | 0.88% | Q4 2017 | Q3 2019 | 8 |
GW CAPITAL INC | 8 | 8 | 0.07% | 0.14% | 0.20% | Q1 2014 | Q4 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2018 | 8 |
Ninepoint Partners LP | 7 | 1 | 1.61% | 2.70% | 6.83% | Q3 2021 | Q3 2023 | 8 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.04% | 0.24% | 0.48% | Q3 2016 | Q2 2023 | 8 |
JUPITER ASSET MANAGEMENT LTD | 8 | 8 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2022 | 8 |
STEADFAST CAPITAL MANAGEMENT LP | 6 | 2 | 1.11% | 2.12% | 3.64% | Q2 2013 | Q1 2016 | 8 |
STEADFAST ADVISORS LP | 6 | 2 | 1.12% | 2.12% | 3.65% | Q2 2013 | Q1 2016 | 8 |
Pearl River Capital, LLC | 3 | 1 | 0.10% | 0.35% | 0.71% | Q4 2019 | Q3 2023 | 8 |
Mount Lucas Management LP | 8 | 8 | 0.14% | 0.63% | 1.15% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 3.59% | 3.89% | 4.55% | Q4 2015 | Q3 2017 | 8 |
WESBANCO BANK INC | 4 | 1 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.39% | 0.85% | Q4 2021 | Q3 2023 | 8 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 8 |
UBS OCONNOR LLC | 4 | 1 | 0.04% | 0.07% | 0.13% | Q4 2014 | Q1 2017 | 8 |
ARDSLEY ADVISORY PARTNERS LP | 6 | 2 | 1.57% | 1.91% | 2.66% | Q2 2013 | Q2 2017 | 8 |
CHATHAM CAPITAL GROUP, INC. | 8 | 8 | 0.14% | 0.45% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.08% | 0.53% | Q1 2012 | Q3 2019 | 8 |
McGowan Group Asset Management, Inc. | 8 | 8 | 0.09% | 2.53% | 3.50% | Q4 2021 | Q3 2023 | 8 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.07% | 0.38% | Q4 2014 | Q2 2020 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
Hampstead Capital LLP | 8 | 8 | 1.40% | 3.11% | 4.38% | Q4 2016 | Q3 2018 | 8 |
WASHINGTON TRUST Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 8 |
FORTALEZA ASSET MANAGEMENT INC/ | 8 | 8 | 0.51% | 0.96% | 1.46% | Q2 2013 | Q1 2015 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2021 | 8 |
Frontier Wealth Management LLC | 6 | 2 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q2 2022 | 8 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 4 | 1 | 0.02% | 0.11% | 0.50% | Q3 2013 | Q4 2022 | 8 |
Baader Bank Aktiengesellschaft | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 8 | 0.08% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 4 | 1 | 0.09% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q1 2020 | 7 |
Price Wealth, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 7 |
Archford Capital Strategies, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2018 | 7 |
COHEN LAWRENCE B | 7 | 7 | 0.57% | 0.81% | 1.04% | Q1 2019 | Q3 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2014 | 7 |
DRW Securities, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
COBALT CAPITAL MANAGEMENT, INC. | 4 | 1 | 0.37% | 1.24% | 2.91% | Q2 2013 | Q1 2019 | 7 |
Fairfax Financial Holdings | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 7 |
CLEARBRIDGE, LLC | 7 | 7 | 1.12% | 1.55% | 1.94% | Q2 2017 | Q4 2018 | 7 |
Fulcrum Capital LLC | 7 | 7 | 1.15% | 1.25% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
PEOPLES BANK /OH | 4 | 1 | 0.11% | 0.14% | 0.16% | Q3 2021 | Q3 2023 | 7 |
Pomelo Capital LLC | 7 | 7 | 0.13% | 0.20% | 0.28% | Q2 2016 | Q4 2017 | 7 |
Cito Capital Group, LLC | 7 | 7 | 0.19% | 0.30% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Sciencast Management LP | 2 | 1 | 0.05% | 0.14% | 0.23% | Q1 2018 | Q2 2022 | 7 |
TimesSquare Capital Management, LLC | 7 | 7 | 0.44% | 0.69% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Canton Hathaway, LLC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 7 |
HARVARD MANAGEMENT CO INC | 4 | 1 | 0.03% | 0.30% | 0.81% | Q3 2014 | Q3 2016 | 7 |
BALASA DINVERNO & FOLTZ LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Epoch Investment Partners, Inc. | 5 | 2 | 0.03% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 7 |
SATOVSKY ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.11% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Fluent Financial, LLC | 7 | 7 | 0.35% | 0.60% | 0.78% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Tradewinds Capital Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 7 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6 | 1 | 0.03% | 0.21% | 0.49% | Q2 2013 | Q4 2016 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.05% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Centenus Global Management, LP | 4 | 1 | 1.03% | 1.56% | 2.30% | Q4 2017 | Q1 2020 | 7 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.81% | 1.50% | 3.04% | Q3 2013 | Q2 2018 | 7 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.02% | 0.05% | 0.15% | Q2 2014 | Q1 2017 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2011 | Q3 2023 | 7 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.10% | 0.52% | 1.05% | Q4 2016 | Q2 2022 | 7 |
DELTEC ASSET MANAGEMENT LLC | 5 | 2 | 0.06% | 0.91% | 1.94% | Q4 2016 | Q2 2021 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.67% | 1.13% | Q1 2016 | Q3 2017 | 7 |
Old North State Trust, LLC | 5 | 2 | 0.00% | 0.13% | 0.24% | Q3 2021 | Q3 2023 | 7 |
Corundum Group, Inc. | 7 | 7 | 0.10% | 0.14% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 5 | 2 | 0.10% | 0.16% | 0.35% | Q4 2020 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 6 | 1 | 0.00% | 0.07% | 0.47% | Q4 2019 | Q3 2023 | 7 |
Glaxis Capital Management, LLC | 1 | 1 | 0.74% | 9.32% | 35.96% | Q3 2013 | Q3 2022 | 7 |
FinTrust Capital Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 7 |
NAVELLIER & ASSOCIATES INC | 5 | 2 | 0.01% | 0.19% | 0.82% | Q3 2013 | Q2 2017 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 7 |
REGENTATLANTIC CAPITAL LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 7 |
360 Financial, Inc. | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
BADGLEY PHELPS & BELL INC | 4 | 1 | 0.01% | 0.40% | 0.78% | Q3 2016 | Q1 2021 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 2 | 0.05% | 0.22% | 0.62% | Q1 2016 | Q3 2023 | 7 |
Csenge Advisory Group | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 7 |
Keudell/Morrison Wealth Management | 5 | 2 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Calvert Investment Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.08% | Q3 2013 | Q1 2015 | 7 |
NIXON PEABODY TRUST CO | 7 | 7 | 0.36% | 0.90% | 1.40% | Q1 2019 | Q3 2020 | 7 |
LCNB CORP | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
RMR Wealth Builders | 6 | 1 | 0.06% | 0.14% | 0.23% | Q2 2020 | Q1 2022 | 7 |
ARGA Investment Management, LP | 5 | 2 | 0.06% | 0.41% | 0.97% | Q1 2016 | Q3 2023 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.11% | 0.25% | 0.47% | Q2 2019 | Q3 2023 | 7 |
PIER 88 INVESTMENT PARTNERS LLC | 7 | 7 | 0.48% | 0.91% | 1.90% | Q1 2022 | Q3 2023 | 7 |
TURNER INVESTMENTS LLC | 5 | 1 | 0.03% | 0.64% | 1.06% | Q3 2013 | Q1 2017 | 7 |
Mraz, Amerine & Associates, Inc. | 5 | 2 | 0.06% | 0.11% | 0.18% | Q3 2013 | Q4 2016 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
STRATEGY ASSET MANAGERS LLC | 4 | 1 | 0.05% | 0.20% | 0.51% | Q1 2019 | Q4 2022 | 7 |
ASB Consultores, LLC | 7 | 7 | 0.09% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Blue Ridge Capital, L.L.C. | 7 | 7 | 0.44% | 2.03% | 4.85% | Q2 2016 | Q4 2017 | 7 |
Avitas Wealth Management LLC | 4 | 1 | 0.08% | 0.18% | 0.63% | Q4 2018 | Q4 2022 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 6 | 1 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2018 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q4 2014 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.28% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.12% | 0.31% | 0.59% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
CROWN ADVISORS MANAGEMENT, INC. | 7 | 7 | 0.81% | 1.76% | 2.58% | Q1 2022 | Q3 2023 | 7 |
Salomon & Ludwin, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 7 |
FAS Wealth Partners, Inc. | 7 | 7 | 0.06% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
ARGENT TRUST Co | 7 | 7 | 0.07% | 0.08% | 0.10% | Q3 2016 | Q1 2018 | 7 |
Gideon Capital Advisors, Inc. | 4 | 1 | 0.09% | 0.28% | 0.56% | Q1 2017 | Q3 2019 | 7 |
Capital International, Inc./CA/ | 7 | 7 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 7 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Global Financial Private Capital, Inc | 5 | 2 | 0.02% | 0.05% | 0.11% | Q2 2018 | Q2 2020 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 0.67% | 0.96% | 1.10% | Q1 2022 | Q3 2023 | 7 |
Moreno Evelyn V | 7 | 7 | 0.18% | 0.48% | 1.28% | Q1 2019 | Q3 2020 | 7 |
GENERAL AMERICAN INVESTORS CO INC | 5 | 2 | 0.42% | 0.62% | 1.02% | Q4 2017 | Q4 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 7 |
Empowered Funds, LLC | 7 | 7 | 0.31% | 0.74% | 1.44% | Q1 2022 | Q3 2023 | 7 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.02% | 0.08% | 0.09% | Q4 2014 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2018 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 1 | 0.11% | 0.56% | 1.10% | Q4 2018 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MayTech Global Investments, LLC | 7 | 7 | 3.97% | 5.20% | 6.57% | Q1 2022 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Blackstone Inc. | 4 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 7 |
Alterity Financial Group, LLC | 6 | 1 | 0.25% | 0.38% | 0.49% | Q1 2021 | Q3 2023 | 7 |
Sather Financial Group Inc | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Lehman Financial Resources, Inc. | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 7 |
ARROW FINANCIAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Concorde Financial Corp | 5 | 2 | 1.86% | 3.76% | 4.41% | Q4 2021 | Q3 2023 | 7 |
MORRIS FINANCIAL CONCEPTS, INC. | 7 | 7 | 0.13% | 0.18% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.25% | Q4 2013 | Q3 2023 | 7 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 3 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q2 2019 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Visium Asset Management, LP | 5 | 1 | 0.01% | 0.11% | 0.34% | Q3 2013 | Q4 2015 | 7 |
Bridgecreek Investment Management, LLC | 7 | 7 | 0.05% | 0.33% | 0.66% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.07% | 0.12% | 0.33% | Q1 2014 | Q3 2018 | 7 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.17% | 0.27% | 0.43% | Q4 2021 | Q3 2023 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
GMT CAPITAL CORP | 5 | 2 | 0.07% | 0.23% | 0.77% | Q3 2019 | Q1 2022 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.21% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Cladis Investment Advisory, LLC | 7 | 7 | 0.33% | 0.43% | 0.65% | Q1 2022 | Q3 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 7 |
Gruss & Co., LLC | 4 | 3 | 0.95% | 2.21% | 5.55% | Q4 2013 | Q2 2022 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q1 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PGGM Investments | 5 | 2 | 0.01% | 0.11% | 0.25% | Q4 2021 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 3 | 0.01% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.04% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
LSP Investment Advisors, LLC | 7 | 7 | 7.70% | 14.46% | 20.35% | Q2 2019 | Q4 2020 | 7 |
Abacus Planning Group, Inc. | 7 | 7 | 0.17% | 0.38% | 0.53% | Q2 2018 | Q4 2019 | 7 |
EMERALD ADVISERS, LLC | 4 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2022 | 7 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.04% | 0.20% | Q4 2020 | Q1 2023 | 7 |
Financial Gravity Asset Management, Inc. | 7 | 7 | 0.00% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Zweig-DiMenna Associates LLC | 5 | 1 | 0.61% | 1.54% | 3.32% | Q2 2016 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Aft, Forsyth & Sober, LLC | 7 | 7 | 0.77% | 0.90% | 0.95% | Q1 2022 | Q3 2023 | 7 |
RFG Advisory, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
GENEVA CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
ATWOOD & PALMER INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SALEM CAPITAL MANAGEMENT INC | 6 | 6 | 1.60% | 2.75% | 3.83% | Q2 2021 | Q3 2022 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2019 | 6 |
Advanced Asset Management Advisors Inc | 6 | 6 | 0.27% | 0.40% | 0.51% | Q2 2018 | Q3 2019 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q1 2017 | 6 |
MAZAMA CAPITAL MANAGEMENT INC | 6 | 6 | 0.01% | 0.28% | 0.69% | Q4 2013 | Q1 2015 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.09% | Q2 2022 | Q3 2023 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.10% | 0.20% | Q2 2017 | Q3 2017 | 6 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2021 | 6 |
C M BIDWELL & ASSOCIATES LTD | 4 | 1 | 0.00% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 6 |
CHURCHILL MANAGEMENT Corp | 4 | 2 | 0.04% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 6 |
ARGENT CAPITAL MANAGEMENT LLC | 6 | 6 | 2.28% | 2.56% | 2.76% | Q2 2022 | Q3 2023 | 6 |
HARVEST MANAGEMENT LLC | 6 | 6 | 0.16% | 0.60% | 1.65% | Q1 2014 | Q2 2015 | 6 |
NICHOLS & PRATT ADVISERS LLP /MA | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2019 | 6 |
Lloyds Banking Group plc | 6 | 6 | 0.02% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 2 | 0.71% | 1.22% | 1.54% | Q4 2013 | Q3 2019 | 6 |
QCM Cayman, Ltd. | 2 | 1 | 0.14% | 0.94% | 1.71% | Q2 2015 | Q2 2023 | 6 |
WEST BANCORPORATION INC | 5 | 1 | 0.15% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.10% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Geneva Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2015 | 6 |
BANCED CORP | 6 | 6 | 0.42% | 0.58% | 0.68% | Q2 2013 | Q3 2014 | 6 |
First National Bank of Hutchinson | 6 | 6 | 0.18% | 0.38% | 0.50% | Q2 2016 | Q3 2017 | 6 |
Equitable Holdings, Inc. | 4 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
Private Capital Advisors, Inc. | 6 | 6 | 0.63% | 1.89% | 2.41% | Q2 2022 | Q3 2023 | 6 |
Delek Group, Ltd. | 6 | 6 | 0.56% | 0.66% | 0.80% | Q4 2017 | Q1 2019 | 6 |
AMG National Trust Bank | 4 | 2 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q4 2021 | 6 |
WHALEROCK POINT PARTNERS, LLC | 6 | 6 | 0.13% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Salzman Financial Management | 6 | 6 | 7.67% | 25.34% | 36.09% | Q2 2014 | Q3 2015 | 6 |
Callahan Advisors, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Financial Architects, Inc | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2018 | 6 |
TBP Investments Management, LLC | 4 | 2 | 3.81% | 7.63% | 14.24% | Q2 2013 | Q3 2015 | 6 |
CQS Cayman LP | 5 | 1 | 0.07% | 0.12% | 0.16% | Q1 2015 | Q4 2016 | 6 |
CQS (US), LLC | 6 | 6 | 0.23% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Conatus Capital Management LP | 2 | 2 | 2.21% | 3.20% | 4.44% | Q2 2013 | Q2 2017 | 6 |
AGF Investments LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q2 2022 | 6 |
Ninety One SA (PTY) Ltd | 6 | 6 | 0.02% | 0.62% | 0.92% | Q1 2021 | Q2 2022 | 6 |
STERLING INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.94% | 1.98% | 2.40% | Q2 2022 | Q3 2023 | 6 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.66% | 2.34% | 4.97% | Q1 2015 | Q2 2017 | 6 |
Odey Asset Management Group Ltd | 5 | 1 | 0.48% | 1.09% | 1.80% | Q3 2013 | Q3 2015 | 6 |
Arbiter Partners Capital Management LLC | 6 | 6 | 4.15% | 6.65% | 10.42% | Q2 2016 | Q3 2017 | 6 |
XR Securities LLC | 2 | 1 | 0.01% | 0.13% | 0.37% | Q2 2018 | Q3 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.05% | 0.11% | Q4 2016 | Q2 2019 | 6 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 6 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.04% | 0.54% | 2.48% | Q4 2020 | Q3 2023 | 6 |
Ascent Wealth Partners, LLC | 6 | 6 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Bartlett & Co. LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.37% | 1.20% | 2.30% | Q2 2022 | Q3 2023 | 6 |
Tesco Pension Investment Ltd | 6 | 6 | 2.80% | 3.17% | 3.63% | Q1 2021 | Q2 2022 | 6 |
Airain ltd | 3 | 1 | 0.05% | 0.39% | 0.87% | Q3 2014 | Q2 2017 | 6 |
Freedom Investment Management, Inc. | 6 | 6 | 0.04% | 0.17% | 0.36% | Q1 2022 | Q2 2023 | 6 |
HITE Hedge Asset Management LLC | 2 | 1 | 0.04% | 0.89% | 2.29% | Q4 2018 | Q3 2023 | 6 |
Cunning Capital Partners, LP | 6 | 6 | 1.02% | 1.32% | 1.57% | Q2 2022 | Q3 2023 | 6 |
Nepsis Inc. | 6 | 6 | 2.79% | 3.73% | 4.46% | Q2 2022 | Q3 2023 | 6 |
Black Maple Capital Management LP | 4 | 2 | 0.18% | 0.31% | 0.83% | Q4 2020 | Q2 2023 | 6 |
Ziff Brothers Investments, L.L.C. | 3 | 3 | 6.81% | 10.43% | 13.23% | Q1 2015 | Q3 2016 | 6 |
Brenham Capital Management, L.P. | 3 | 1 | 7.74% | 11.77% | 15.37% | Q4 2014 | Q2 2018 | 6 |
CKW FINANCIAL GROUP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 6 |
FORSTA AP-FONDEN | 6 | 6 | 0.16% | 0.20% | 0.22% | Q4 2016 | Q1 2018 | 6 |
RKL Wealth Management LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Sandia Holdings, LLC | 6 | 6 | 3.19% | 5.05% | 6.69% | Q2 2017 | Q3 2018 | 6 |
Graticule Asia Macro Advisors LLC | 4 | 1 | 0.08% | 0.71% | 1.16% | Q3 2015 | Q2 2019 | 6 |
Bramshill Investments, LLC | 6 | 6 | 0.00% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Merit Financial Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q1 2023 | 6 |
OPSEU Pension Plan Trust Fund | 6 | 6 | 0.44% | 0.62% | 0.92% | Q2 2021 | Q3 2022 | 6 |
Intersect Capital LLC | 3 | 1 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q1 2022 | 6 |
Hedeker Wealth, LLC | 6 | 6 | 0.43% | 0.73% | 1.05% | Q2 2022 | Q3 2023 | 6 |
GFG Capital, LLC | 6 | 6 | 0.08% | 0.11% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 4 | 2 | 0.00% | 0.01% | 0.06% | Q1 2019 | Q3 2022 | 6 |
Lido Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 6 |
Krilogy Financial LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 6 |
Traynor Capital Management, Inc. | 5 | 1 | 0.05% | 0.25% | 0.39% | Q3 2018 | Q3 2023 | 6 |
DFT Energy LP | 6 | 6 | 4.62% | 6.23% | 8.05% | Q4 2016 | Q1 2018 | 6 |
Legacy Bridge, LLC | 3 | 3 | 0.16% | 0.42% | 0.72% | Q2 2019 | Q3 2023 | 6 |
Ahrens Investment Partners LLC | 6 | 6 | 0.00% | 0.46% | 1.30% | Q4 2021 | Q1 2023 | 6 |
Black Swift Group, LLC | 3 | 1 | 0.04% | 0.64% | 1.30% | Q2 2020 | Q3 2023 | 6 |
Parkside Investments, LLC | 4 | 2 | 0.05% | 0.24% | 0.42% | Q3 2017 | Q2 2021 | 6 |
Diametric Capital, LP | 4 | 2 | 0.72% | 1.43% | 2.42% | Q4 2017 | Q2 2019 | 6 |
Security National Bank | 6 | 6 | 1.08% | 1.24% | 1.43% | Q2 2022 | Q3 2023 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Neo Ivy Capital Management | 2 | 1 | 0.01% | 0.31% | 0.68% | Q4 2018 | Q4 2022 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q2 2022 | 6 |
Acorn Advisory Capital L.P. | 4 | 2 | 0.29% | 1.17% | 2.24% | Q4 2017 | Q2 2019 | 6 |
Solstein Capital, LLC | 2 | 2 | 0.03% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.01% | 0.10% | 0.20% | Q2 2022 | Q3 2023 | 6 |
MFN Partners Management, LP | 6 | 6 | 2.88% | 5.05% | 8.22% | Q4 2018 | Q1 2020 | 6 |
Rheos Capital Works Inc. | 5 | 1 | 0.29% | 0.80% | 1.49% | Q3 2021 | Q1 2023 | 6 |
Cornell Pochily Investment Advisors, Inc. | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2022 | Q2 2023 | 6 |
DUALITY ADVISERS, LP | 6 | 6 | 0.11% | 0.38% | 0.74% | Q4 2020 | Q1 2022 | 6 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.35% | 1.00% | Q3 2020 | Q3 2023 | 6 |
Wilkinson Global Asset Management LLC | 5 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Magnus Financial Group LLC | 5 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 6 |
Paradigm Financial Partners, LLC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Jackson Hole Capital Partners, LLC | 3 | 3 | 0.06% | 0.30% | 0.60% | Q2 2019 | Q3 2023 | 6 |
Edge Capital Group, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.17% | 0.31% | Q3 2022 | Q3 2023 | 6 |
HOWARD FINANCIAL SERVICES, LTD. | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisors, LLC | 6 | 6 | 0.18% | 0.26% | 0.31% | Q2 2022 | Q3 2023 | 6 |
TPI Fund Managers Ltd | 6 | 6 | 2.78% | 3.16% | 3.70% | Q1 2021 | Q2 2022 | 6 |
CALIBER WEALTH MANAGEMENT, LLC | 6 | 6 | 1.34% | 2.24% | 2.84% | Q4 2021 | Q1 2023 | 6 |
Hummer Financial Advisory Services Inc | 4 | 2 | 0.20% | 0.24% | 0.26% | Q1 2022 | Q3 2023 | 6 |
High Note Wealth, LLC | 6 | 6 | 0.53% | 0.61% | 0.71% | Q2 2022 | Q3 2023 | 6 |
Davidson Capital Management Inc. | 6 | 6 | 0.59% | 0.73% | 1.05% | Q2 2022 | Q3 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Jump Financial, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 6 |
Cerro Pacific Wealth Advisors LLC | 6 | 6 | 0.14% | 0.40% | 0.63% | Q4 2021 | Q1 2023 | 6 |
IronBridge Private Wealth, LLC | 5 | 1 | 0.00% | 0.50% | 3.00% | Q4 2020 | Q4 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Capital Group Private Client Services, Inc. | 6 | 6 | 0.04% | 0.19% | 0.28% | Q1 2022 | Q2 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.06% | 0.20% | 0.28% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 6 | 6 | 0.07% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.05% | 0.11% | 0.22% | Q2 2021 | Q3 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
VELA Investment Management, LLC | 6 | 6 | 0.28% | 0.33% | 0.40% | Q4 2021 | Q1 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.13% | 0.15% | 0.17% | Q3 2022 | Q4 2023 | 6 |
HB Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.02% | 0.14% | 0.27% | Q4 2021 | Q1 2023 | 6 |
Ascent Group, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
AlphaCentric Advisors LLC | 5 | 1 | 0.02% | 0.14% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 6 |
Portman Square Capital LLP | 2 | 2 | 0.01% | 0.14% | 0.53% | Q2 2023 | Q3 2023 | 6 |
EQUITABLE TRUST CO | 4 | 2 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 6 |
FIRST NATIONAL BANK OF OMAHA | 6 | 6 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q2 2022 | 6 |
GENERAL ELECTRIC CO | 5 | 1 | 0.03% | 0.09% | 0.15% | Q4 2014 | Q2 2016 | 6 |
JOHNSON INVESTMENT COUNSEL INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WALL STREET ASSOCIATES | 5 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2015 | 6 |
Brandywine Global Investment Management, LLC | 5 | 1 | 0.13% | 0.35% | 0.67% | Q2 2020 | Q3 2023 | 6 |
INVERNESS COUNSEL LLC /NY/ | 6 | 6 | 1.87% | 2.07% | 2.36% | Q2 2013 | Q3 2014 | 6 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 3 | 0.35% | 1.24% | 1.72% | Q2 2018 | Q1 2022 | 6 |
BAHL & GAYNOR INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q1 2016 | Q3 2018 | 6 |
DF DENT & CO INC | 4 | 2 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q3 2021 | 6 |
EverPoint Asset Management, LLC | 5 | 5 | 0.05% | 0.13% | 0.20% | Q4 2014 | Q4 2015 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Wilmington Funds Management Corp | 5 | 5 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2014 | 5 |
First Western Capital Management Co | 5 | 5 | 0.13% | 0.28% | 0.39% | Q2 2016 | Q2 2017 | 5 |
BEACON FINANCIAL GROUP | 5 | 5 | 0.05% | 0.08% | 0.14% | Q3 2013 | Q3 2014 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.03% | 0.06% | 0.14% | Q3 2022 | Q3 2023 | 5 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.04% | 0.13% | 0.24% | Q2 2017 | Q2 2019 | 5 |
CreativeOne Wealth, LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Merewether Investment Management, LP | 2 | 1 | 4.41% | 5.32% | 6.16% | Q4 2020 | Q3 2023 | 5 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 1 | 0.14% | 0.32% | 0.46% | Q2 2015 | Q3 2018 | 5 |
LBA Wealth Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q1 2016 | Q1 2017 | 5 |
MUFG Securities EMEA plc | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2020 | 5 |
D.B. Root & Company, LLC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q2 2020 | Q2 2021 | 5 |
Sound Income Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DDD Partners, LLC | 5 | 5 | 1.56% | 1.86% | 2.23% | Q3 2022 | Q3 2023 | 5 |
Vigilare Wealth Management | 5 | 5 | 0.21% | 0.39% | 0.52% | Q4 2020 | Q4 2021 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Independence Bank of Kentucky | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.84% | 0.96% | 1.14% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Plancorp, LLC | 2 | 1 | 0.01% | 0.07% | 0.29% | Q3 2014 | Q3 2023 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Brookstone Capital Management | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 5 | 0.04% | 0.09% | 0.18% | Q3 2022 | Q3 2023 | 5 |
MISSION WEALTH MANAGEMENT, LP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 4 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q1 2022 | 5 |
KEMPNER CAPITAL MANAGEMENT INC. | 5 | 5 | 0.84% | 2.07% | 3.07% | Q3 2022 | Q3 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.06% | 0.47% | 1.60% | Q1 2014 | Q3 2018 | 5 |
Omnia Family Wealth, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 5 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.16% | 0.42% | Q4 2021 | Q4 2022 | 5 |
Park Avenue Institutional Advisers LLC | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2015 | Q2 2016 | 5 |
FOSTER & MOTLEY INC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.20% | 0.29% | 0.34% | Q4 2021 | Q4 2022 | 5 |
Ilmarinen Mutual Pension Insurance Co | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2020 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MANCHESTER FINANCIAL INC | 3 | 2 | 0.06% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.89% | 1.00% | 1.26% | Q1 2021 | Q1 2022 | 5 |
American Trust Investment Advisors, LLC | 5 | 5 | 1.16% | 1.54% | 1.85% | Q2 2019 | Q2 2020 | 5 |
America First Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Pier Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2014 | 5 |
TIEDEMANN TRUST CO | 4 | 1 | 0.07% | 0.87% | 1.41% | Q2 2013 | Q3 2014 | 5 |
Li Winifred I | 5 | 5 | 0.02% | 0.06% | 0.21% | Q4 2013 | Q4 2014 | 5 |
First Eagle Investment Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.17% | Q3 2013 | Q3 2017 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Texas Yale Capital Corp. | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 5 |
Key Square Capital Management LLC | 3 | 2 | 1.75% | 3.18% | 6.74% | Q4 2017 | Q3 2021 | 5 |
CHEMUNG CANAL TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q3 2014 | 5 |
Anchor Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 5 |
WestEnd Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
HBK Sorce Advisory LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Redwood Investments, LLC | 5 | 5 | 0.63% | 0.84% | 1.02% | Q2 2016 | Q2 2017 | 5 |
Koshinski Asset Management, Inc. | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Phoenix Holdings Ltd. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 2 | 1 | 0.18% | 0.32% | 0.57% | Q3 2013 | Q1 2017 | 5 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.04% | 0.70% | 1.59% | Q1 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 5 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.88% | 1.11% | 1.34% | Q2 2013 | Q2 2014 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.10% | 0.12% | 0.15% | Q2 2013 | Q2 2014 | 5 |
AdvisorShares Investments LLC | 3 | 2 | 0.11% | 0.20% | 0.28% | Q1 2021 | Q3 2022 | 5 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Perella Weinberg Partners Capital Management LP | 5 | 5 | 0.17% | 0.68% | 1.04% | Q4 2017 | Q4 2018 | 5 |
DEERE & CO | 3 | 2 | 0.06% | 0.09% | 0.12% | Q3 2014 | Q3 2016 | 5 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 2 | 0.26% | 0.91% | 2.26% | Q2 2013 | Q2 2015 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2021 | 5 |
STELLIAM INVESTMENT MANAGEMENT, LP | 4 | 4 | 1.10% | 1.55% | 2.06% | Q1 2015 | Q4 2015 | 5 |
CMT Capital Markets Trading GmbH | 5 | 5 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2020 | 5 |
Oceanic Investment Management LTD | 3 | 2 | 3.35% | 4.99% | 8.57% | Q4 2015 | Q1 2017 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.02% | 0.07% | 0.16% | Q1 2018 | Q4 2019 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.32% | 0.38% | 0.46% | Q3 2022 | Q3 2023 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.19% | 0.29% | 0.37% | Q1 2021 | Q1 2022 | 5 |
COURIER CAPITAL LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Rainsberger Wealth Advisors, Inc. | 5 | 5 | 0.86% | 0.93% | 1.06% | Q3 2022 | Q3 2023 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.13% | 0.18% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Dean Capital Management | 4 | 1 | 0.53% | 0.76% | 1.05% | Q1 2020 | Q3 2023 | 5 |
Concert Wealth Management Inc. | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q3 2014 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
LGT Group Foundation | 5 | 5 | 0.24% | 0.28% | 0.32% | Q3 2022 | Q3 2023 | 5 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 3 | 2 | 0.15% | 0.31% | 0.52% | Q2 2013 | Q3 2014 | 5 |
Caption Management, LLC | 3 | 1 | 0.01% | 0.07% | 0.17% | Q2 2021 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 4 | 0.08% | 1.73% | 3.87% | Q3 2017 | Q2 2018 | 5 |
Disciplined Equity Management, Inc. | 5 | 5 | 1.36% | 1.50% | 1.60% | Q3 2022 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WEALTH EFFECTS LLC | 5 | 5 | 0.16% | 0.21% | 0.26% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.34% | 0.53% | 0.74% | Q3 2022 | Q3 2023 | 5 |
SJS Investment Consulting Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Geneva Partners, LLC | 3 | 2 | 0.85% | 1.25% | 1.76% | Q1 2021 | Q2 2022 | 5 |
Pallas Capital Advisors LLC | 5 | 5 | 0.16% | 0.32% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Homrich & Berg | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q3 2018 | 5 |
Decatur Capital Management, Inc. | 4 | 1 | 0.81% | 1.08% | 1.67% | Q2 2013 | Q4 2018 | 5 |
GRATRY & Co LLC | 5 | 5 | 0.24% | 0.26% | 0.28% | Q3 2016 | Q3 2017 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 5 | 5 | 0.18% | 0.39% | 0.60% | Q2 2021 | Q2 2022 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TCG Advisory Services, LLC | 3 | 2 | 0.52% | 0.58% | 0.62% | Q2 2022 | Q3 2023 | 5 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 5 | 5 | 0.05% | 0.53% | 0.84% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Kessler Investment Group, LLC | 5 | 5 | 0.13% | 0.20% | 0.28% | Q4 2021 | Q4 2022 | 5 |
Bridgeworth, LLC | 5 | 5 | 0.11% | 0.30% | 0.67% | Q4 2019 | Q4 2020 | 5 |
FDO Partners, LLC | 3 | 2 | 0.21% | 0.30% | 0.40% | Q1 2016 | Q3 2017 | 5 |
Bluefin Trading, LLC | 3 | 1 | 0.02% | 0.16% | 0.70% | Q2 2013 | Q3 2017 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
YACKTMAN ASSET MANAGEMENT LP | 5 | 5 | 1.62% | 2.24% | 2.88% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.14% | 0.32% | 0.58% | Q1 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
MADDEN SECURITIES Corp | 4 | 1 | 0.01% | 1.08% | 2.58% | Q4 2019 | Q3 2023 | 5 |
Menard Financial Group LLC | 4 | 1 | 0.24% | 0.36% | 0.65% | Q2 2021 | Q3 2022 | 5 |
Perennial Investment Advisors, LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
PARK CIRCLE Co | 5 | 5 | 0.49% | 0.53% | 0.56% | Q3 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Xcel Wealth Management, LLC | 5 | 5 | 0.08% | 0.23% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
AMERICAN NATIONAL INSURANCE CO | 5 | 5 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Marcum Wealth, LLC | 4 | 1 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Clear Creek Financial Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 5 |
Red Door Wealth Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q4 2021 | 5 |
Global Wealth Management Investment Advisory, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 5 |
A. D. Beadell Investment Counsel, Inc. | 5 | 5 | 1.73% | 1.91% | 2.06% | Q3 2022 | Q3 2023 | 5 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.36% | 0.88% | Q4 2017 | Q3 2023 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.55% | 1.13% | Q4 2020 | Q2 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Rothschild Capital Partners, LLC | 5 | 5 | 0.74% | 0.89% | 1.08% | Q2 2016 | Q2 2017 | 5 |
Bernicke Wealth Management, Ltd. | 5 | 5 | 0.37% | 0.54% | 0.65% | Q2 2019 | Q2 2020 | 5 |
MARSICO CAPITAL MANAGEMENT LLC | 4 | 1 | 0.19% | 2.28% | 4.16% | Q3 2014 | Q1 2023 | 5 |
Nexus Asset Management LLC | 4 | 4 | 1.56% | 2.76% | 3.96% | Q4 2013 | Q3 2014 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 5 |
Bridgefront Capital, LLC | 2 | 1 | 0.12% | 0.29% | 0.63% | Q4 2020 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
PFG Advisors | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Bienville Capital Management, LLC | 4 | 1 | 0.06% | 0.22% | 0.80% | Q1 2017 | Q1 2022 | 5 |
Cumberland Partners Ltd | 4 | 1 | 0.02% | 0.14% | 0.19% | Q2 2019 | Q4 2021 | 5 |
Kazazian Asset Management, LLC | 5 | 5 | 0.35% | 0.40% | 0.44% | Q3 2017 | Q3 2018 | 5 |
Unigestion Holding SA | 5 | 5 | 0.01% | 0.43% | 0.64% | Q3 2018 | Q3 2019 | 5 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Trinity Legacy Partners, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q2 2021 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 4 |
First Command Bank | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 4 |
First Command Financial Services, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 4 |
Perpetual Ltd | 3 | 1 | 0.00% | 0.10% | 0.39% | Q4 2014 | Q3 2023 | 4 |
Ellevest, Inc. | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Covenant Asset Management, LLC | 3 | 1 | 1.08% | 1.40% | 1.91% | Q4 2016 | Q4 2022 | 4 |
Moloney Securities Asset Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Seven Bridges Advisors LLC | 4 | 4 | 0.11% | 0.32% | 0.62% | Q4 2015 | Q3 2016 | 4 |
Donoghue Forlines LLC | 3 | 1 | 0.20% | 0.31% | 0.51% | Q3 2022 | Q3 2023 | 4 |
Castleton Investment Management LLC | 3 | 1 | 0.12% | 0.55% | 1.04% | Q3 2016 | Q1 2019 | 4 |
Leucadia National | 4 | 4 | 0.04% | 0.08% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Capital Planning Advisors, LLC | 4 | 4 | 0.23% | 0.28% | 0.34% | Q4 2015 | Q3 2016 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.34% | 0.39% | 0.43% | Q1 2019 | Q4 2019 | 4 |
Biltmore Capital Advisors LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
Rosenbaum Jay D. | 4 | 4 | 0.61% | 0.87% | 1.02% | Q1 2019 | Q4 2019 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.19% | 0.25% | 0.36% | Q4 2022 | Q3 2023 | 4 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.08% | 0.13% | Q3 2022 | Q2 2023 | 4 |
Cypress Wealth Services, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Capital International Sarl | 4 | 4 | 0.31% | 0.35% | 0.39% | Q1 2022 | Q4 2022 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 1 | 0.00% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 4 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q4 2022 | 4 |
West Branch Capital LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 2 | 2 | 0.06% | 0.13% | 0.22% | Q4 2014 | Q2 2020 | 4 |
Impax Asset Management Group plc | 4 | 4 | 0.10% | 0.17% | 0.23% | Q3 2018 | Q2 2019 | 4 |
Insight Wealth Strategies, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HHM Wealth Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 4 |
B&D White Capital Company, LLC | 3 | 3 | 0.30% | 0.91% | 1.22% | Q4 2022 | Q2 2023 | 4 |
DeepCurrents Investment Group LLC | 3 | 3 | 0.07% | 0.47% | 0.90% | Q3 2020 | Q1 2021 | 4 |
Beacon Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Perpetual Investment Management Ltd | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 4 | 4 | 0.02% | 0.11% | 0.16% | Q1 2016 | Q4 2016 | 4 |
Wood Investment Counsel LLC | 4 | 4 | 2.81% | 2.97% | 3.27% | Q4 2013 | Q3 2014 | 4 |
Sargent Investment Group, LLC | 4 | 4 | 0.16% | 0.28% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Gladstone Institutional Advisory LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Tiger Eye Capital LLC | 3 | 1 | 0.07% | 1.66% | 4.03% | Q2 2013 | Q4 2014 | 4 |
PEAPACK GLADSTONE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q3 2014 | 4 |
CFS, LLC | 4 | 4 | 0.04% | 0.07% | 0.14% | Q4 2013 | Q3 2014 | 4 |
Inscription Capital, LLC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
West Family Investments, Inc. | 2 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Qtron Investments LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 4 |
Williams Jones Wealth Management, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2015 | 4 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.08% | 0.16% | Q4 2019 | Q2 2022 | 4 |
SkyOak Wealth, LLC | 3 | 1 | 0.06% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 4 |
XML Financial, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Secure Asset Management, LLC | 4 | 4 | 0.26% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 4 | 4 | 0.01% | 0.07% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.18% | 0.21% | 0.26% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.00% | 0.09% | 0.14% | Q1 2020 | Q3 2023 | 4 |
Benefit Street Partners LLC | 2 | 1 | 1.39% | 2.40% | 4.18% | Q2 2019 | Q4 2020 | 4 |
Tatro Capital, LLC | 4 | 4 | 0.16% | 0.20% | 0.27% | Q1 2021 | Q4 2021 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 3 | 1 | 0.24% | 0.27% | 0.31% | Q4 2019 | Q3 2023 | 4 |
Texas Capital Bank Wealth Management Services Inc | 4 | 4 | 0.74% | 0.82% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Cadent Capital Advisors, LLC | 4 | 4 | 0.28% | 0.35% | 0.41% | Q4 2022 | Q3 2023 | 4 |
HARBOR CAPITAL ADVISORS, INC. | 4 | 4 | 0.20% | 0.23% | 0.28% | Q1 2023 | Q4 2023 | 4 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 1 | 0.03% | 0.04% | 0.06% | Q2 2014 | Q3 2022 | 4 |
Standard Family Office LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2022 | 4 |
Investment Management Corp of Ontario | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Vise Technologies, Inc. | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Paulson & Co. | 4 | 4 | 1.01% | 1.73% | 2.49% | Q2 2013 | Q1 2014 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 3 | 1 | 0.18% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.05% | 0.09% | Q4 2020 | Q3 2021 | 4 |
CI Global Investments Inc. | 2 | 2 | 0.00% | 0.24% | 0.96% | Q3 2013 | Q2 2018 | 4 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2023 | 4 |
LifePro Asset Management | 2 | 2 | 0.22% | 2.55% | 3.52% | Q2 2021 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.14% | 0.36% | 0.52% | Q4 2021 | Q3 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
McClarren Financial Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Axiom Investment Management LLC | 3 | 1 | 0.06% | 0.21% | 0.59% | Q4 2018 | Q4 2022 | 4 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.05% | 0.79% | 2.34% | Q2 2015 | Q4 2017 | 4 |
Alta Wealth Advisors LLC | 4 | 4 | 0.56% | 0.57% | 0.58% | Q1 2022 | Q4 2022 | 4 |
ARROWGRASS CAPITAL PARTNERS LLP | 4 | 4 | 1.65% | 4.14% | 6.45% | Q1 2016 | Q4 2016 | 4 |
Amiya Capital LLP | 3 | 1 | 0.68% | 2.44% | 5.16% | Q2 2013 | Q3 2014 | 4 |
AAFMAA Wealth Management & Trust LLC | 4 | 4 | 1.31% | 2.72% | 4.09% | Q1 2021 | Q4 2021 | 4 |
Martin Investment Management, LLC | 4 | 4 | 0.14% | 0.29% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
ADVOCATE GROUP LLC | 4 | 4 | 0.18% | 0.44% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 4 |
Goehring & Rozencwajg Associates, LLC | 4 | 4 | 5.00% | 5.39% | 5.63% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Crestmont Private Wealth LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2021 | Q3 2022 | 4 |
JB Capital LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q3 2021 | Q2 2022 | 4 |
Riverwater Partners LLC | 3 | 1 | 0.18% | 0.20% | 0.21% | Q4 2021 | Q4 2022 | 4 |
READYSTATE ASSET MANAGEMENT LP | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Beaird Harris Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.03% | 0.08% | 0.16% | Q3 2014 | Q1 2017 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 0.44% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
EHP Funds Inc. | 4 | 4 | 0.18% | 0.26% | 0.32% | Q1 2022 | Q4 2022 | 4 |
Quantum Financial Advisors, LLC | 3 | 1 | 0.06% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
AJO, LP | 2 | 2 | 0.02% | 0.22% | 0.65% | Q3 2018 | Q4 2020 | 4 |
Senator Investment Group LP | 2 | 1 | 0.74% | 1.34% | 2.23% | Q3 2015 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BREWIN DOLPHIN LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Tributary Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.12% | 0.19% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.12% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.08% | 0.13% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.02% | 0.07% | 0.08% | Q2 2016 | Q1 2017 | 4 |
Jabre Capital Partners S.A. | 4 | 4 | 0.08% | 0.15% | 0.23% | Q1 2015 | Q4 2015 | 4 |
WealthTrust-Arizona, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q2 2013 | Q1 2014 | 4 |
SPC Financial, Inc. | 4 | 4 | 0.16% | 0.19% | 0.23% | Q4 2019 | Q3 2020 | 4 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.06% | 0.91% | 2.56% | Q2 2013 | Q1 2015 | 4 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2016 | 4 |
Tradeworx Inc. | 2 | 1 | 0.13% | 0.39% | 0.73% | Q1 2013 | Q2 2014 | 4 |
Hexavest Inc. | 4 | 4 | 0.19% | 0.29% | 0.34% | Q1 2019 | Q4 2019 | 4 |
Energy Income Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Platte River Capital LLC | 3 | 1 | 0.17% | 0.26% | 0.32% | Q4 2013 | Q2 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
MENTA CAPITAL LLC | 3 | 1 | 0.18% | 0.23% | 0.31% | Q4 2017 | Q4 2018 | 4 |
MYCIO WEALTH PARTNERS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.45% | 0.49% | 0.57% | Q2 2013 | Q1 2014 | 4 |
Fund Evaluation Group, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2017 | Q3 2018 | 4 |
U S GLOBAL INVESTORS INC | 3 | 1 | 0.20% | 1.14% | 1.61% | Q2 2013 | Q2 2019 | 4 |
Aldebaran Financial Inc. | 4 | 4 | 0.62% | 0.72% | 0.81% | Q4 2013 | Q3 2014 | 4 |
FORVIS Wealth Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
KIRR MARBACH & CO LLC /IN/ | 4 | 4 | 1.09% | 1.40% | 1.96% | Q4 2022 | Q3 2023 | 4 |
Independence Capital Asset Partners, LLC | 2 | 2 | 1.74% | 2.55% | 3.90% | Q2 2013 | Q2 2014 | 4 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 4 |
North Star Investment Management Corp. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
300 NORTH CAPITAL, LLC | 4 | 4 | 0.52% | 0.64% | 0.83% | Q2 2013 | Q1 2014 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 4 |
F&C Asset Management plc | 4 | 4 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q1 2014 | 4 |
TAURUS ASSET MANAGEMENT, LLC | 4 | 4 | 1.05% | 1.17% | 1.23% | Q2 2022 | Q1 2023 | 4 |
SOUND ENERGY PARTNERS, INC. | 4 | 4 | 0.84% | 2.19% | 3.20% | Q4 2013 | Q3 2014 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q4 2023 | 4 |
MARATHON ASSET MANAGEMENT LP | 3 | 1 | 3.52% | 7.37% | 14.20% | Q3 2015 | Q4 2017 | 4 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.02% | 0.07% | 0.16% | Q3 2017 | Q4 2019 | 4 |
KLINGENSTEIN FIELDS & CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 4 | 4 | 0.25% | 0.42% | 0.57% | Q1 2020 | Q4 2020 | 4 |
DALTON GREINER HARTMAN MAHER & CO | 2 | 2 | 0.01% | 0.56% | 1.13% | Q2 2013 | Q1 2015 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 4 |
KING STREET CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.87% | 2.31% | 4.23% | Q1 2019 | Q4 2019 | 4 |
CENTRAL BANK & TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SECURITY NATIONAL TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2021 | 4 |
ADELL HARRIMAN & CARPENTER INC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 4 |
FIRST COMMUNITY TRUST NA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WILMINGTON TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
SIGMA INVESTMENT COUNSELORS INC | 4 | 4 | 0.15% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 0.13% | 0.48% | 1.04% | Q2 2022 | Q3 2022 | 4 |
Cider Mill Investments LP | 4 | 4 | 1.74% | 3.07% | 4.52% | Q3 2017 | Q2 2018 | 4 |
Everett Capital Advisors UK LLP | 2 | 2 | 0.39% | 1.44% | 3.23% | Q2 2019 | Q3 2019 | 4 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.11% | 0.23% | Q4 2015 | Q3 2022 | 4 |
Simmons Bank | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.14% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Transform Wealth, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.06% | 0.11% | 0.14% | Q1 2023 | Q4 2023 | 4 |
West Coast Financial LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q3 2016 | Q1 2017 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Ausdal Financial Partners, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Oxbow Advisors, LLC | 2 | 1 | 0.03% | 0.34% | 0.96% | Q3 2016 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 3 |
First Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.18% | 0.29% | 0.38% | Q2 2013 | Q4 2013 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Resolute Capital Asset Partners LLC | 2 | 1 | 1.20% | 1.51% | 2.04% | Q1 2022 | Q4 2022 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.23% | 0.26% | 0.28% | Q1 2023 | Q3 2023 | 3 |
KENNEDY INVESTMENT GROUP | 3 | 3 | 0.86% | 1.11% | 1.32% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.03% | 0.10% | 0.16% | Q2 2023 | Q3 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atlantic Union Bankshares Corp | 3 | 3 | 0.10% | 0.26% | 0.37% | Q1 2023 | Q3 2023 | 3 |
TAYLOR ASSET MANAGEMENT INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2014 | Q2 2015 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2021 | 3 |
LMR Master Fund Ltd | 3 | 3 | 0.28% | 0.34% | 0.45% | Q2 2013 | Q4 2013 | 3 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 3 |
GRAHAM & DODD FUND, LLC | 3 | 3 | 2.70% | 2.92% | 3.11% | Q2 2013 | Q4 2013 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.25% | 0.33% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2014 | 3 |
McCarthy Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Latimer Light Capital, L.P. | 3 | 3 | 2.52% | 3.63% | 4.70% | Q1 2016 | Q3 2016 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 1 | 0.42% | 0.79% | 0.98% | Q2 2013 | Q2 2014 | 3 |
CAPITAL GUARDIAN TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Ruffer LLP | 3 | 3 | 2.45% | 2.87% | 3.55% | Q1 2023 | Q3 2023 | 3 |
Anchor Bolt Capital, LP | 1 | 1 | 0.97% | 2.03% | 3.77% | Q3 2016 | Q4 2019 | 3 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 2 | 1 | 0.97% | 1.25% | 1.57% | Q3 2013 | Q1 2015 | 3 |
Barnett & Company, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2021 | 3 |
RB Capital Management, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
COWA, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
GLG INC. | 3 | 3 | 0.06% | 0.10% | 0.14% | Q2 2013 | Q4 2013 | 3 |
HighPoint Advisor Group LLC | 2 | 1 | 0.02% | 0.09% | 0.22% | Q2 2021 | Q2 2022 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 3 |
Insight Advisors, LLC/ PA | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2022 | Q4 2022 | 3 |
ShoreHaven Wealth Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.15% | Q4 2020 | Q3 2022 | 3 |
Golden State Equity Partners | 3 | 3 | 0.13% | 0.20% | 0.32% | Q1 2023 | Q3 2023 | 3 |
J. Goldman & Co LP | 1 | 1 | 0.01% | 0.10% | 0.23% | Q3 2016 | Q2 2020 | 3 |
TradeLink Global Equity LLC | 1 | 1 | 0.04% | 0.12% | 0.23% | Q3 2013 | Q4 2014 | 3 |
Madden Advisory Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Cadence Wealth Management LLC | 3 | 3 | 0.24% | 0.27% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 0.73% | 0.86% | 0.98% | Q1 2023 | Q3 2023 | 3 |
ALTFEST L J & CO INC | 3 | 3 | 0.15% | 0.19% | 0.21% | Q1 2018 | Q3 2018 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
SHEETS SMITH WEALTH MANAGEMENT | 2 | 1 | 0.11% | 0.18% | 0.22% | Q4 2016 | Q2 2018 | 3 |
ClariVest Asset Management LLC | 3 | 3 | 0.06% | 0.12% | 0.16% | Q2 2013 | Q4 2013 | 3 |
SITTNER & NELSON, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
West Oak Capital, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Dorsey Wright & Associates | 1 | 1 | 0.22% | 0.55% | 0.77% | Q3 2013 | Q2 2021 | 3 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.02% | 0.05% | 0.10% | Q2 2023 | Q3 2023 | 3 |
Estate Counselors, LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q2 2022 | Q4 2022 | 3 |
Baker Ellis Asset Management LLC | 3 | 3 | 0.82% | 0.90% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Numeric Investors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 3 |
Arthur Zaske & Associates, LLC | 2 | 1 | 0.18% | 0.21% | 0.25% | Q1 2017 | Q4 2017 | 3 |
IVORY INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.29% | 0.59% | Q2 2013 | Q2 2017 | 3 |
Folger Hill Asset Management LP | 2 | 1 | 0.03% | 0.25% | 0.54% | Q1 2016 | Q1 2017 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Enlightenment Research, LLC | 2 | 1 | 0.33% | 1.11% | 2.59% | Q2 2021 | Q2 2022 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Passport Capital, LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q3 2013 | Q2 2014 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 1 | 0.06% | 0.20% | 0.42% | Q2 2013 | Q2 2014 | 3 |
Intellectus Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.45% | 2.10% | 3.12% | Q4 2014 | Q2 2015 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.08% | 0.20% | Q3 2021 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
VR Advisory Services Ltd | 2 | 1 | 0.44% | 0.83% | 1.62% | Q4 2014 | Q1 2018 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Visionary Asset Management, Inc. | 2 | 1 | 0.02% | 0.07% | 0.10% | Q2 2014 | Q2 2018 | 3 |
Analyst IMS Investment Management Services Ltd. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q4 2019 | 3 |
EAGLE ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2013 | Q1 2014 | 3 |
CARRET ASSET MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2019 | Q4 2019 | 3 |
Moser Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
River Road Asset Management, LLC | 3 | 3 | 0.38% | 0.46% | 0.54% | Q2 2021 | Q4 2021 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
PATTEN & PATTEN INC/TN | 3 | 3 | 0.10% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
AT Bancorp | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q1 2019 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.22% | 3.02% | 4.59% | Q4 2017 | Q2 2018 | 3 |
Almanack Investment Partners, LLC. | 2 | 1 | 0.03% | 0.07% | 0.15% | Q1 2017 | Q3 2020 | 3 |
RIDGECREST WEALTH PARTNERS, LLC | 3 | 3 | 0.44% | 0.48% | 0.56% | Q1 2023 | Q3 2023 | 3 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.08% | 0.14% | 0.27% | Q1 2018 | Q2 2023 | 3 |
NFJ INVESTMENT GROUP, LLC | 3 | 3 | 0.65% | 0.83% | 1.03% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.05% | 0.35% | 0.58% | Q1 2022 | Q1 2023 | 3 |
Linscomb & Williams, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Perennial Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
BRYN MAWR CAPITAL MANAGEMENT INC | 3 | 3 | 0.09% | 0.12% | 0.17% | Q4 2014 | Q2 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Covenant Partners, LLC | 2 | 1 | 0.11% | 0.14% | 0.16% | Q1 2019 | Q1 2020 | 3 |
Cedar Brook Financial Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q2 2023 | 3 |
SRB CORP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q2 2020 | 3 |
NatWest Group plc | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Trutina Financial LLC | 3 | 3 | 0.60% | 0.67% | 0.71% | Q4 2013 | Q2 2014 | 3 |
Invst, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
REYNOLDS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.20% | 0.24% | 0.30% | Q4 2013 | Q2 2014 | 3 |
C2C Wealth Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL TRUST CO | 2 | 1 | 0.05% | 0.19% | 0.29% | Q2 2015 | Q3 2023 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2017 | 3 |
American Money Management, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2022 | Q2 2023 | 3 |
HBW ADVISORY SERVICES LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CG Asset Management LLC | 3 | 3 | 0.34% | 0.54% | 0.68% | Q2 2016 | Q4 2016 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
SALZHAUER MICHAEL | 3 | 3 | 0.14% | 0.16% | 0.22% | Q3 2021 | Q1 2022 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q3 2019 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.32% | 0.35% | 0.41% | Q1 2023 | Q3 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.28% | 0.33% | 0.37% | Q2 2013 | Q4 2013 | 3 |
Exos TFP Holdings LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Delos Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.35% | 0.59% | Q1 2023 | Q3 2023 | 3 |
BEACH INVESTMENT COUNSEL INC/PA | 2 | 1 | 0.34% | 0.62% | 0.76% | Q1 2021 | Q3 2023 | 3 |
EFG Asset Management (Americas) Corp. | 3 | 3 | 0.71% | 0.73% | 0.78% | Q1 2017 | Q3 2017 | 3 |
Zenyatta Capital Management LP | 2 | 1 | 0.63% | 3.65% | 6.59% | Q3 2022 | Q3 2023 | 3 |
Hartree Partners, LP | 1 | 1 | 1.12% | 1.17% | 1.24% | Q1 2018 | Q2 2019 | 3 |
Trust Investment Advisors | 3 | 3 | 1.02% | 1.15% | 1.37% | Q1 2023 | Q3 2023 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q2 2015 | 3 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q4 2021 | 3 |
CrestPoint Capital Management, LLC | 3 | 3 | 0.11% | 0.37% | 0.52% | Q2 2015 | Q4 2015 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 3 |
Consolidated Planning Corp | 2 | 1 | 0.09% | 0.23% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Semmax Financial Advisors Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q2 2023 | Q4 2023 | 3 |
IFG Advisory, LLC | 2 | 1 | 0.04% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Princeton Alpha Management LP | 1 | 1 | 0.12% | 0.20% | 0.33% | Q2 2014 | Q2 2016 | 3 |
Gifford Fong Associates | 3 | 3 | 0.08% | 0.17% | 0.22% | Q1 2023 | Q3 2023 | 3 |
WESTERN FINANCIAL Corp | 3 | 3 | 0.76% | 0.79% | 0.85% | Q1 2022 | Q3 2022 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.29% | 0.32% | 0.35% | Q1 2023 | Q3 2023 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q2 2023 | 3 |
Foundations Investment Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Principle Wealth Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Lone Pine Capital | 3 | 3 | 0.93% | 1.05% | 1.28% | Q4 2015 | Q2 2016 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Hutchin Hill Capital, LP | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q2 2017 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Cassady Schiller Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.84% | 1.12% | 1.46% | Q1 2019 | Q3 2019 | 3 |
TIFF ADVISORY SERVICES, LLC | 3 | 3 | 0.25% | 0.36% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Cooper Financial Group | 3 | 3 | 0.13% | 0.18% | 0.22% | Q1 2023 | Q3 2023 | 3 |
SAXON INTERESTS, INC. | 3 | 3 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Next Capital Management LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Cerebellum GP, LLC | 1 | 1 | 0.20% | 0.25% | 0.30% | Q1 2018 | Q3 2020 | 3 |
Hamilton Capital, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Aveo Capital Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q2 2015 | 3 |
Personal Capital Advisors Corp | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q4 2016 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.38% | 0.48% | 0.66% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.08% | 0.17% | Q1 2020 | Q4 2022 | 3 |
Petrus Trust Company, LTA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2022 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Summit Financial, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.11% | 0.19% | 0.25% | Q1 2021 | Q3 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 2 | 0.09% | 0.81% | 1.76% | Q3 2019 | Q4 2019 | 3 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.32% | 0.34% | 0.37% | Q4 2022 | Q2 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.33% | 0.41% | 0.45% | Q4 2021 | Q2 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 3 |
Parisi Gray Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q2 2021 | 3 |
City State Bank | 3 | 3 | 0.19% | 0.20% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Cove Street Capital, LLC | 3 | 3 | 0.13% | 0.84% | 1.26% | Q2 2013 | Q4 2013 | 3 |
Graypoint LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MPS Loria Financial Planners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2021 | 3 |
NorthRock Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 3 |
Archon Partners LLC | 3 | 3 | 1.38% | 1.64% | 2.11% | Q4 2014 | Q2 2015 | 3 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.04% | 0.05% | Q2 2014 | Q3 2015 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
RICHELIEU GESTION SA | 3 | 3 | 0.10% | 0.19% | 0.26% | Q1 2022 | Q3 2022 | 3 |
Fortune 45 LLC | 3 | 3 | 0.22% | 0.32% | 0.37% | Q3 2022 | Q1 2023 | 3 |
High Net Worth Advisory Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
State of Wyoming | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
HOLDERNESS INVESTMENTS CO | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Zimmer Partners, LP | 2 | 1 | 0.34% | 2.19% | 3.59% | Q4 2013 | Q2 2016 | 3 |
Legacy Advisors, LLC | 2 | 1 | 0.00% | 0.09% | 0.14% | Q3 2017 | Q3 2023 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.11% | 0.12% | Q2 2022 | Q4 2022 | 3 |
HALCYON OFFSHORE ASSET MANAGEMENT LLC | 2 | 1 | 0.15% | 0.48% | 0.76% | Q2 2013 | Q1 2014 | 3 |
Leelyn Smith, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
W.H. Cornerstone Investments Inc. | 3 | 3 | 1.02% | 1.13% | 1.26% | Q3 2022 | Q1 2023 | 3 |
Eagle Ridge Investment Management | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2013 | Q2 2014 | 3 |
DSAM Partners (London) Ltd | 2 | 1 | 0.41% | 0.78% | 1.10% | Q4 2018 | Q3 2019 | 3 |
PSI Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.03% | 0.12% | 0.25% | Q3 2016 | Q4 2017 | 3 |
Citizens Business Bank | 2 | 1 | 0.08% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 3 |
ASCEND CAPITAL, LLC | 3 | 3 | 0.40% | 1.25% | 1.70% | Q2 2016 | Q4 2016 | 3 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 3 | 3 | 0.90% | 0.90% | 0.91% | Q1 2021 | Q3 2021 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q1 2017 | 3 |
Vantage Financial Partners Ltd., Inc. | 3 | 3 | 0.15% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hoxton Planning & Management, LLC | 2 | 1 | 0.14% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 3 |
LNZ Capital LP | 2 | 1 | 1.29% | 1.84% | 2.59% | Q4 2015 | Q4 2016 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q2 2016 | Q1 2017 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.29% | 0.36% | 0.48% | Q4 2022 | Q2 2023 | 3 |
GAVEA INVESTIMENTOS LTDA | 3 | 3 | 16.34% | 23.41% | 27.25% | Q2 2016 | Q4 2016 | 3 |
Well Done, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Redwood Wealth Management Group, LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Destination Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.16% | 0.35% | 0.53% | Q1 2022 | Q3 2022 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2016 | 2 |
FORTEM FINANCIAL GROUP, LLC | 2 | 2 | 0.57% | 0.66% | 0.76% | Q4 2020 | Q1 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 2 |
Buckley Wealth Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Shay Capital LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.16% | 0.19% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Requisite Capital Management, LLC | 1 | 1 | 0.06% | 0.09% | 0.12% | Q1 2019 | Q1 2022 | 2 |
SailingStone Capital Partners LLC | 2 | 2 | 2.59% | 3.19% | 3.80% | Q1 2021 | Q2 2021 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Triumph Capital Management | 2 | 2 | 0.19% | 0.22% | 0.26% | Q4 2022 | Q1 2023 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 2 |
PRIMORIS WEALTH ADVISORS, LLC | 2 | 2 | 0.82% | 1.38% | 1.95% | Q1 2022 | Q2 2022 | 2 |
CenterBook Partners LP | 1 | 1 | 0.05% | 0.08% | 0.11% | Q2 2022 | Q4 2022 | 2 |
WELCH & FORBES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
180 WEALTH ADVISORS, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Indices-Pac Research Corp. | 2 | 2 | 0.26% | 0.30% | 0.35% | Q4 2013 | Q1 2014 | 2 |
SOUTH GEORGIA CAPITAL, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2015 | Q3 2015 | 2 |
Ground Swell Capital, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
BURNEY CO/ | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ADIRONDACK TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.06% | 0.12% | Q1 2019 | Q2 2021 | 2 |
Aventail Capital Group, LP | 1 | 1 | 3.38% | 4.08% | 4.78% | Q4 2020 | Q3 2023 | 2 |
MANA Advisors LLC | 1 | 1 | 0.26% | 0.57% | 0.89% | Q4 2017 | Q3 2020 | 2 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q1 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Sapience Investments, LLC | 2 | 2 | 0.09% | 0.14% | 0.19% | Q3 2020 | Q4 2020 | 2 |
Nalls Sherbakoff Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
One River Asset Management, LLC | 1 | 1 | 0.50% | 0.51% | 0.52% | Q4 2022 | Q4 2022 | 2 |
Sourcerock Group LLC | 1 | 1 | 1.35% | 5.26% | 9.17% | Q4 2022 | Q2 2023 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2022 | 2 |
Point72 Asia (Singapore) Pte. Ltd. | 1 | 1 | 3.37% | 6.06% | 8.76% | Q3 2016 | Q1 2017 | 2 |
Rossmore Private Capital | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.32% | 0.35% | Q2 2013 | Q1 2015 | 2 |
Great Waters Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Rock Creek Group, LP | 2 | 2 | 0.26% | 0.38% | 0.50% | Q1 2019 | Q2 2019 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q2 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
AIA Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
BBT Capital Management, LLC | 1 | 1 | 0.21% | 0.26% | 0.30% | Q2 2013 | Q4 2013 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TVR Capital Management LP | 1 | 1 | 1.64% | 2.65% | 3.66% | Q4 2016 | Q1 2019 | 2 |
Sandhill Capital Partners LLC | 2 | 2 | 0.14% | 0.16% | 0.17% | Q2 2013 | Q3 2013 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.41% | 0.48% | 0.56% | Q1 2023 | Q3 2023 | 2 |
COWEN INC. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q1 2019 | Q1 2019 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
THREE BAYS CAPITAL LP | 2 | 2 | 1.50% | 2.76% | 4.01% | Q3 2017 | Q4 2017 | 2 |
Scepter Holdings, Inc. | 2 | 2 | 0.10% | 0.14% | 0.17% | Q2 2014 | Q3 2014 | 2 |
ORG Partners LLC | 2 | 2 | 0.28% | 0.45% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.67% | 0.73% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q2 2023 | Q3 2023 | 2 |
ARGI Investment Services, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2022 | Q4 2022 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.20% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.25% | 0.33% | 0.41% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 2 | 2 | 0.95% | 1.18% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Avondale Wealth Management | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CHELSEA COUNSEL CO | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Blue Rock Advisors, LLC | 2 | 2 | 5.50% | 6.88% | 8.26% | Q1 2023 | Q2 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.14% | 0.19% | 0.25% | Q3 2022 | Q4 2022 | 2 |
Alden Global Capital LLC | 2 | 2 | 0.92% | 2.90% | 4.89% | Q1 2021 | Q2 2021 | 2 |
Golden Green, Inc. | 2 | 2 | 0.72% | 0.80% | 0.88% | Q2 2023 | Q3 2023 | 2 |
BP CAPITAL MANAGEMENT L P | 2 | 2 | 4.19% | 8.38% | 12.56% | Q2 2013 | Q3 2013 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.18% | 0.25% | 0.32% | Q3 2019 | Q3 2022 | 2 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2022 | 2 |
Kula Investments, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q4 2022 | Q1 2023 | 2 |
Sovarnum Capital L.P. | 2 | 2 | 0.35% | 0.96% | 1.57% | Q4 2017 | Q1 2018 | 2 |
Charles Carroll Financial Partners, LLC | 2 | 2 | 0.48% | 0.60% | 0.73% | Q2 2022 | Q3 2022 | 2 |
Freemont Management S.A. | 2 | 2 | 0.58% | 0.63% | 0.68% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
AGF Investments America Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2012 | Q3 2012 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.34% | 0.37% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Daiwa SB Investments Ltd. | 2 | 2 | 0.39% | 0.50% | 0.60% | Q1 2014 | Q2 2014 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.31% | 0.80% | 1.28% | Q2 2021 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.17% | 0.21% | Q4 2018 | Q2 2019 | 2 |
Bridgewealth Advisory Group, LLC | 2 | 2 | 0.26% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 2 |
OPTIONS SOLUTIONS, LLC | 2 | 2 | 0.32% | 0.53% | 0.75% | Q4 2022 | Q1 2023 | 2 |
Precocity Capital LP | 1 | 1 | 3.18% | 3.64% | 4.10% | Q2 2017 | Q4 2018 | 2 |
Lenox Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Hilltop Park Associates LLC | 1 | 1 | 1.49% | 2.28% | 3.06% | Q3 2013 | Q3 2013 | 2 |
My Legacy Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2018 | 2 |
First City Capital Management, Inc. | 2 | 2 | 0.17% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q1 2022 | 2 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2018 | 2 |
Busey Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q4 2016 | 2 |
Financial Insights, Inc. | 1 | 1 | 0.14% | 0.18% | 0.23% | Q1 2023 | Q3 2023 | 2 |
Fractal Investments LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
PFM Health Sciences, LP | 1 | 1 | 0.39% | 1.14% | 1.90% | Q1 2016 | Q3 2016 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 0.01% | 0.14% | 0.26% | Q1 2018 | Q2 2018 | 2 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q3 2013 | 2 |
ETF Store, Inc. | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SABBY MANAGEMENT, LLC | 2 | 2 | 0.39% | 0.50% | 0.62% | Q2 2015 | Q3 2015 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.91% | 1.05% | 1.19% | Q2 2023 | Q3 2023 | 2 |
SPROTT INC. | 2 | 2 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q3 2018 | Q4 2018 | 2 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.24% | 0.66% | 1.09% | Q3 2013 | Q1 2014 | 2 |
San Luis Wealth Advisors LLC | 2 | 2 | 0.32% | 0.41% | 0.49% | Q1 2023 | Q2 2023 | 2 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.97% | 2.44% | 3.92% | Q2 2018 | Q3 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Center For Asset Management LLC | 2 | 2 | 0.29% | 0.32% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Cavalier Investments, LLC | 2 | 2 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q2 2017 | 2 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 2 |
Hayman Capital | 2 | 2 | 1.56% | 1.68% | 1.80% | Q1 2015 | Q2 2015 | 2 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.49% | 0.63% | 0.76% | Q1 2014 | Q2 2014 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
CASTLEROCK ASSET MANAGEMENT INC | 2 | 2 | 5.61% | 5.71% | 5.80% | Q2 2013 | Q3 2013 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Machina Capital S.A.S. | 2 | 2 | 0.35% | 0.55% | 0.76% | Q2 2023 | Q3 2023 | 2 |
DecisionPoint Financial, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NEW AMSTERDAM PARTNERS LLC/NY | 2 | 2 | 0.19% | 0.45% | 0.72% | Q2 2013 | Q3 2013 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2022 | 2 |
HARTWELL J M LIMITED PARTNERSHIP | 2 | 2 | 1.12% | 1.31% | 1.50% | Q2 2014 | Q3 2014 | 2 |
Choate Investment Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Penn Capital Management Company, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Point72 Europe (London) LLP | 2 | 2 | 0.63% | 0.74% | 0.84% | Q2 2023 | Q3 2023 | 2 |
Nokota Management, LP | 2 | 2 | 0.06% | 0.27% | 0.47% | Q3 2015 | Q4 2015 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Management LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Woodline Partners LP | 2 | 2 | 0.29% | 0.68% | 1.06% | Q2 2023 | Q3 2023 | 2 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2014 | Q1 2015 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.98% | 1.33% | 1.68% | Q1 2016 | Q2 2016 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
OKABENA INVESTMENT SERVICES INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
EASTERN BANK | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2023 | 2 |
UBP Investment Advisors SA | 2 | 2 | 0.32% | 0.36% | 0.40% | Q2 2022 | Q3 2022 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 0.45% | 0.57% | 0.69% | Q3 2018 | Q4 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Symmetry Investments LP | 2 | 2 | 0.03% | 0.50% | 0.98% | Q2 2021 | Q3 2021 | 2 |
FCA CORP /TX | 2 | 2 | 0.12% | 0.15% | 0.18% | Q1 2015 | Q2 2015 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
DG CAPITAL MANAGEMENT INC | 2 | 2 | 0.77% | 0.93% | 1.09% | Q2 2016 | Q3 2016 | 2 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Invictus RG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q3 2014 | 2 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Partner Investment Management, L.P. | 1 | 1 | 0.35% | 1.02% | 1.69% | Q1 2016 | Q3 2016 | 2 |
Perkins Investment Management, LLC | 2 | 2 | 0.41% | 0.42% | 0.44% | Q1 2016 | Q2 2016 | 2 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Verity & Verity, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.01% | 0.06% | 0.12% | Q1 2015 | Q2 2016 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
NEWGATE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.35% | 0.62% | 0.90% | Q1 2016 | Q2 2016 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
DLD Asset Management, LP | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 2 |
BlueCrest Capital Management LLP | 2 | 2 | 0.02% | 0.10% | 0.17% | Q3 2013 | Q4 2013 | 2 |
BRIGHTON JONES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Selective Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
First Pacific Financial | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Sanoor Capital Management LP | 2 | 2 | 5.12% | 5.84% | 6.56% | Q1 2017 | Q2 2017 | 2 |
Oak Thistle LLC | 1 | 1 | 0.32% | 0.38% | 0.44% | Q2 2022 | Q3 2023 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Slate Path Capital LP | 2 | 2 | 1.26% | 3.35% | 5.43% | Q1 2018 | Q2 2018 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q4 2022 | 2 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 2 | 2 | 0.79% | 0.88% | 0.97% | Q1 2017 | Q2 2017 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2022 | 2 |
Mayflower Financial Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Shorepoint Capital Partners LLC | 2 | 2 | 0.21% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Truadvice, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q1 2023 | 2 |
Demars Financial Group, LLC | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2021 | Q2 2021 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
New Century Advisors, LLC | 2 | 2 | 2.12% | 2.17% | 2.22% | Q2 2022 | Q3 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Raging Capital Management, LLC | 2 | 2 | 6.25% | 6.64% | 7.02% | Q4 2014 | Q1 2015 | 2 |
Elequin Capital, LP | 1 | 1 | 0.03% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2016 | Q3 2016 | 2 |
HighTower Trust Company, N.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q4 2015 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 2 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q4 2022 | 2 |
Smith Anglin Financial, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q1 2018 | 2 |
Leap Investments LP | 1 | 1 | 0.14% | 0.35% | 0.56% | Q3 2019 | Q2 2020 | 2 |
Power Corp of Canada | 2 | 2 | 0.49% | 0.56% | 0.63% | Q3 2022 | Q4 2022 | 2 |
BRC Investment Management LLC | 2 | 2 | 1.17% | 1.29% | 1.42% | Q2 2016 | Q3 2016 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.38% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
Ascension Asset Management LLC | 1 | 1 | 0.56% | 0.66% | 0.75% | Q4 2022 | Q2 2023 | 2 |
CARILLON TOWER ADVISERS, INC. | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ATHERTON LANE ADVISERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q3 2022 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HERNDON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.57% | 0.59% | 0.60% | Q2 2022 | Q3 2022 | 2 |
Recurrent Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
Impala Asset Management LLC | 1 | 1 | 0.47% | 1.53% | 2.59% | Q1 2019 | Q1 2021 | 2 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 2 |
WASATCH ADVISORS LP | 2 | 2 | 0.53% | 0.53% | 0.53% | Q4 2014 | Q1 2015 | 2 |
DFPG INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ardevora Asset Management LLP | 2 | 2 | 0.55% | 0.67% | 0.78% | Q2 2022 | Q3 2022 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
SCHALLER INVESTMENT GROUP INC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q3 2017 | Q4 2017 | 2 |
Bank OZK | 2 | 2 | 0.14% | 0.35% | 0.56% | Q2 2023 | Q3 2023 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 2.23% | 2.43% | 2.63% | Q2 2017 | Q3 2017 | 2 |
Alken Asset Management Ltd | 2 | 2 | 5.02% | 6.69% | 8.37% | Q4 2015 | Q1 2016 | 2 |
Scott & Selber, Inc. | 2 | 2 | 1.28% | 1.33% | 1.37% | Q4 2016 | Q1 2017 | 2 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 2 |
Eton Park Capital Management, L.P. | 2 | 2 | 0.18% | 0.86% | 1.54% | Q3 2016 | Q4 2016 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Cannell & Co. | 1 | 1 | 0.16% | 1.02% | 1.88% | Q2 2014 | Q1 2015 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q2 2014 | 2 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ATERNALIS CAPITAL LLC | 2 | 2 | 4.12% | 5.01% | 5.89% | Q4 2015 | Q1 2016 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.08% | 0.12% | 0.15% | Q3 2019 | Q4 2019 | 2 |
Annandale Capital, LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
Anchorage Capital Group, L.L.C. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q3 2015 | Q4 2015 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.41% | 0.47% | 0.53% | Q2 2014 | Q2 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
Worth Venture Partners, LLC | 1 | 1 | 0.31% | 0.32% | 0.32% | Q2 2020 | Q4 2020 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.11% | 0.21% | 0.32% | Q2 2023 | Q3 2023 | 2 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.53% | 0.57% | 0.60% | Q2 2023 | Q3 2023 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.01% | 0.10% | 0.18% | Q3 2014 | Q4 2014 | 2 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.12% | 0.20% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Cordasco Financial Network | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q4 2013 | Q4 2013 | 1 |
OBERNDORF WILLIAM E | 1 | 1 | 22.69% | 22.69% | 22.69% | Q3 2015 | Q3 2015 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Western Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Baring International Investment Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quilter Plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2013 | Q4 2013 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2013 | Q4 2013 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 4.43% | 4.43% | 4.43% | Q3 2013 | Q3 2013 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Rothschild & Co Wealth Management UK Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GOFF JOHN C | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2022 | Q1 2022 | 1 |
HRS Investment Holdings, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2016 | Q4 2016 | 1 |
Islet Management, LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2021 | Q2 2021 | 1 |
Samson Rock Capital LLP | 1 | 1 | 3.94% | 3.94% | 3.94% | Q4 2020 | Q4 2020 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2014 | Q1 2014 | 1 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
CXI Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Savior LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
WASHBURN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Quadrature Capital LLP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q2 2015 | Q2 2015 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Heard Capital LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2017 | Q2 2017 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
VICUS CAPITAL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Third Point | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2017 | Q1 2017 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Minot Wealth Management LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2022 | Q2 2022 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2013 | Q4 2013 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NWK Group, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2021 | Q2 2021 | 1 |
Hilton Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Asio Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Standard Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 2.38% | 2.38% | 2.38% | Q1 2023 | Q1 2023 | 1 |
ALERUS FINANCIAL NA | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Amitell Capital Pte Ltd | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2013 | Q4 2013 | 1 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WHITE PINE CAPITAL LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2014 | Q4 2014 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LOUNTZIS ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Gerstein Fisher | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Castle Hook Partners LP | 1 | 1 | 6.83% | 6.83% | 6.83% | Q1 2017 | Q1 2017 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
F/M Investments LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2021 | Q1 2021 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NORTHSTAR ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2014 | Q2 2014 | 1 |
Astrantus Ltd | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2021 | Q4 2021 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
TFG Asset Management GP Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
NORTHPOINTE CAPITAL LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2016 | Q3 2016 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2018 | Q1 2018 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Orbitronix, LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2013 | Q4 2013 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Abbot Financial Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Insight Wealth Partners, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2019 | Q4 2019 | 1 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2022 | Q1 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
BHR Capital LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q4 2014 | Q4 2014 | 1 |
Strategic Financial Concepts, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
Taika Capital, LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SBB Research Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2016 | Q2 2016 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 4.63% | 4.63% | 4.63% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2014 | Q1 2014 | 1 |
Long Run Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Limestone Value Partners, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2014 | Q4 2014 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2019 | Q2 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
S.C. Financial Services, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Vest Financial, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Sonora Investment Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
Corton Capital Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Benchmark Investment Advisors LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2022 | Q3 2022 | 1 |
HFG Advisors, Inc. | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SMITH ASSET MANAGEMENT GROUP LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beach Point Capital Management LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2016 | Q3 2016 | 1 |
AustralianSuper Pty Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
BancFirst Trust & Investment Management | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Retireful, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2023 | Q2 2023 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 3.25% | 3.25% | 3.25% | Q2 2021 | Q2 2021 | 1 |
Chanos & Co LP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2015 | Q2 2015 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Range Financial Group LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2022 | Q4 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2013 | Q4 2013 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2015 | Q1 2015 | 1 |
StoneX Group Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Tevis Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Eventide Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
RPG Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prossimo Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2022 | Q4 2022 | 1 |
PFG Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ZBI Services, L.L.C. | 1 | 1 | 11.62% | 11.62% | 11.62% | Q4 2015 | Q4 2015 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Peoples Bank/KS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Gerry Farber, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2013 | Q3 2013 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Mobius Capital Management, LLC | 1 | 1 | 7.42% | 7.42% | 7.42% | Q1 2018 | Q1 2018 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q2 2017 | Q2 2017 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
Covalis Capital LLP | 1 | 1 | 3.11% | 3.11% | 3.11% | Q2 2020 | Q2 2020 | 1 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2013 | Q3 2013 | 1 |
Pentwater Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2022 | Q2 2022 | 1 |
Exane Asset Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q3 2018 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
Dalton Investments LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
PATTON FUND MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Warlander Asset Management, LP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2017 | Q3 2017 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ensemble Capital Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2013 | Q2 2013 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Forward Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
ROMAN BUTLER FULLERTON & CO | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2023 | Q1 2023 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Signition LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
IMS Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Silver Point Capital L.P. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2017 | Q3 2017 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Versor Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2013 | Q3 2013 | 1 |
CPWM, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2014 | Q4 2014 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Legg Mason Asset Management (Japan) Co., Ltd. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
Champlain Investment Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2013 | Q1 2013 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GREEN HOLDINGS LTD | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2013 | Q4 2013 | 1 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARK MORRIS ET AL | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2013 | Q2 2013 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
OVERSEA-CHINESE BANKING Corp Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q2 2022 | Q2 2022 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 2.20% | 2.20% | 2.20% | Q2 2023 | Q2 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Athanor Capital, LP | 1 | 1 | 1.63% | 1.63% | 1.63% | Q2 2021 | Q2 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HWG Holdings LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2018 | Q2 2018 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Torch Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
AHL Partners LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2013 | Q4 2013 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2017 | Q2 2017 | 1 |
Elkhorn Investments, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
GRAND JEAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2017 | Q1 2017 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
EA Series Trust | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2023 | Q2 2023 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2017 | Q3 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Scoria Capital Partners LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2015 | Q4 2015 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2022 | Q4 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
FCF Advisors LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2015 | Q3 2015 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2016 | Q4 2016 | 1 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2022 | Q1 2022 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2013 | Q3 2013 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2017 | Q4 2017 | 1 |
MQS Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Blue Clay Capital Management, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2016 | Q1 2016 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2015 | Q3 2015 | 1 |
Brookfield BHS Advisors LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2019 | Q4 2019 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2014 | Q4 2014 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2021 | Q2 2021 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
TTP Investments, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Windsor Creek Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Guardian Financial Partners, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2022 | Q2 2022 | 1 |
IPL Advisers, LLC | 1 | 1 | 7.01% | 7.01% | 7.01% | Q4 2016 | Q4 2016 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 6.18% | 6.18% | 6.18% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own PIONEER NAT RES CO or have owned PIONEER NAT RES CO in the past.