Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 115 |
Citadel Advisors | 30 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 94 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 87 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 86 |
Walleye Trading LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 62 |
D. E. Shaw & Co., Inc. | 19 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 61 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 52 |
JANE STREET GROUP, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 47 |
Parallax Volatility Advisers, L.P. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.18% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
HUNTINGTON NATIONAL BANK | 36 | 7 | 0.00% | 0.00% | 0.00% | Q1 2009 | Q3 2023 | 43 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.30% | 0.70% | 1.45% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
EULAV Asset Management | 42 | 42 | 0.07% | 0.73% | 1.93% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.06% | 0.15% | 0.33% | Q2 2013 | Q3 2023 | 42 |
ROYCE & ASSOCIATES LP | 42 | 42 | 0.18% | 0.24% | 0.35% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RICE HALL JAMES & ASSOCIATES, LLC | 42 | 42 | 0.07% | 1.30% | 2.76% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.19% | 0.38% | 0.66% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.62% | 1.37% | 2.59% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
VILLERE ST DENIS J & CO LLC | 42 | 42 | 3.75% | 5.34% | 7.70% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
TimesSquare Capital Management, LLC | 42 | 42 | 0.24% | 0.56% | 1.38% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WASATCH ADVISORS LP | 42 | 42 | 0.22% | 0.75% | 1.36% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WEIK CAPITAL MANAGEMENT | 42 | 42 | 0.23% | 0.54% | 1.03% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
GILDER GAGNON HOWE & CO LLC | 42 | 42 | 0.38% | 0.84% | 1.94% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 15 | 2 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
LOOMIS SAYLES & CO L P | 41 | 41 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q2 2023 | 41 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 37 | 3 | 0.10% | 0.80% | 1.68% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.01% | 0.06% | 0.17% | Q3 2013 | Q3 2023 | 41 |
NORGES BANK | 37 | 2 | 0.00% | 0.02% | 0.04% | Q2 2012 | Q4 2022 | 41 |
FIRST TRUST ADVISORS LP | 38 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.02% | 0.04% | 0.06% | Q1 2013 | Q3 2023 | 41 |
Copeland Capital Management, LLC | 41 | 41 | 0.01% | 1.22% | 2.64% | Q3 2013 | Q3 2023 | 41 |
AMALGAMATED BANK | 40 | 40 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
ROYAL BANK OF CANADA | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
AQR Capital Management | 36 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 40 |
PANAGORA ASSET MANAGEMENT INC | 37 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
PROFUND ADVISORS LLC | 36 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
GW&K Investment Management, LLC | 38 | 38 | 0.01% | 0.20% | 0.62% | Q2 2014 | Q3 2023 | 38 |
FDx Advisors, Inc. | 38 | 38 | 0.01% | 0.04% | 0.09% | Q1 2014 | Q2 2023 | 38 |
Nuveen Asset Management, LLC | 23 | 15 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 38 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.20% | 0.40% | 0.88% | Q4 2013 | Q4 2022 | 37 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 37 |
DF DENT & CO INC | 36 | 36 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
HighTower Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 14 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Diligent Investors, LLC | 36 | 36 | 0.64% | 0.97% | 1.28% | Q4 2014 | Q3 2023 | 36 |
SG Americas Securities, LLC | 27 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 36 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 34 | 1 | 0.00% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 35 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 35 | 35 | 0.10% | 0.40% | 0.75% | Q1 2014 | Q3 2022 | 35 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.03% | 0.13% | Q2 2015 | Q3 2023 | 34 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 34 |
BESSEMER GROUP INC | 17 | 1 | 0.00% | 0.01% | 0.16% | Q4 2014 | Q3 2023 | 34 |
DekaBank Deutsche Girozentrale | 20 | 14 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 34 |
Private Advisor Group, LLC | 22 | 4 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2023 | 33 |
EAGLE ASSET MANAGEMENT INC | 33 | 33 | 0.02% | 0.76% | 1.44% | Q3 2015 | Q3 2023 | 33 |
GREAT LAKES ADVISORS, LLC | 33 | 33 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 33 | 33 | 0.01% | 0.37% | 1.06% | Q3 2015 | Q3 2023 | 33 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2022 | 33 |
Prospect Capital Advisors, LLC | 32 | 32 | 1.35% | 4.98% | 8.19% | Q4 2015 | Q3 2023 | 32 |
Handelsbanken Fonder AB | 32 | 32 | 0.28% | 1.13% | 2.18% | Q4 2015 | Q3 2023 | 32 |
Employees Retirement System of Texas | 30 | 2 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2022 | 32 |
Handelsinvest Investeringsforvaltning | 32 | 32 | 1.82% | 3.11% | 4.66% | Q4 2015 | Q3 2023 | 32 |
FIFTH THIRD BANCORP | 20 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 32 |
PEAK6 Investments LLC | 12 | 2 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q2 2023 | 32 |
Creative Planning | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 27 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Renaissance Technologies | 9 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 31 |
MACQUARIE GROUP LTD | 18 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 31 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 31 | 31 | 0.02% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 31 |
SECURIAN ASSET MANAGEMENT, INC | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 28 | 3 | 0.00% | 0.03% | 0.30% | Q4 2015 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 27 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 31 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 31 | 31 | 0.03% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.01% | 0.02% | 0.05% | Q1 2016 | Q3 2023 | 31 |
FEDERATED HERMES, INC. | 23 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 31 |
CAMBRIDGE TRUST CO | 31 | 31 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 31 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 31 | 31 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 31 |
QUADRANT CAPITAL GROUP LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
Retirement Systems of Alabama | 31 | 31 | 0.02% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 31 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 4 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2020 | 31 |
SIGNATUREFD, LLC | 23 | 8 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 31 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 31 | 31 | 0.01% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 31 |
ALPS ADVISORS INC | 14 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 30 |
BARINGS LLC | 30 | 30 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2020 | 30 |
OAK RIDGE INVESTMENTS LLC | 29 | 1 | 0.05% | 1.34% | 2.29% | Q2 2013 | Q3 2022 | 30 |
COLDSTREAM CAPITAL MANAGEMENT INC | 23 | 3 | 0.01% | 0.06% | 0.15% | Q3 2015 | Q3 2023 | 30 |
Utah Retirement Systems | 30 | 30 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2023 | 30 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.04% | 0.12% | Q4 2015 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 30 |
Echo Street Capital Management LLC | 20 | 1 | 0.03% | 0.68% | 1.46% | Q3 2014 | Q3 2023 | 30 |
TD ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
TCI Wealth Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2023 | 30 |
NORDEA INVESTMENT MANAGEMENT AB | 18 | 11 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 29 |
Conestoga Capital Advisors, LLC | 29 | 29 | 0.02% | 0.29% | 0.58% | Q3 2016 | Q3 2023 | 29 |
CONGRESS ASSET MANAGEMENT CO /MA | 29 | 29 | 0.01% | 1.28% | 1.61% | Q3 2016 | Q3 2023 | 29 |
LPL Financial LLC | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
Paloma Partners Management Co | 12 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 29 |
C M BIDWELL & ASSOCIATES LTD | 26 | 3 | 0.00% | 0.03% | 0.46% | Q4 2015 | Q3 2023 | 29 |
State of Tennessee, Treasury Department | 20 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 29 |
M&T BANK CORP | 25 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 29 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 29 |
Cubist Systematic Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 29 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 29 | 29 | 0.04% | 0.19% | 0.33% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 28 | 28 | 0.21% | 0.31% | 0.41% | Q4 2016 | Q3 2023 | 28 |
WADDELL & REED FINANCIAL INC | 28 | 28 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q1 2020 | 28 |
D.A. DAVIDSON & CO. | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 28 |
First Bank & Trust | 28 | 28 | 0.12% | 0.26% | 0.41% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q4 2021 | 27 |
First Horizon Advisors, Inc. | 18 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 25 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 27 |
JANUS HENDERSON GROUP PLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
KDI CAPITAL PARTNERS LLC | 27 | 27 | 1.86% | 3.27% | 7.92% | Q2 2013 | Q4 2019 | 27 |
Quantbot Technologies LP | 11 | 1 | 0.00% | 0.05% | 0.20% | Q2 2014 | Q2 2023 | 27 |
LOGAN CAPITAL MANAGEMENT INC | 27 | 27 | 0.03% | 0.28% | 0.61% | Q1 2017 | Q3 2023 | 27 |
INTRUST BANK NA | 27 | 27 | 0.12% | 0.22% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 27 | 27 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Aperio Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q4 2020 | 27 |
World Asset Management Inc | 21 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 26 |
WATERS PARKERSON & CO., LLC | 25 | 1 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 26 |
Pacer Advisors, Inc. | 13 | 3 | 0.00% | 0.05% | 0.13% | Q2 2016 | Q3 2023 | 26 |
RMB Capital Management, LLC | 26 | 26 | 0.08% | 0.38% | 0.75% | Q2 2017 | Q3 2023 | 26 |
PineBridge Investments, L.P. | 15 | 11 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 4 | 1 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q3 2023 | 26 |
FRANKLIN RESOURCES INC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Hexavest Inc. | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2020 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 19 | 6 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 25 |
Waratah Capital Advisors Ltd. | 7 | 1 | 0.01% | 1.07% | 4.55% | Q2 2013 | Q3 2023 | 25 |
STRS OHIO | 12 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 25 |
K.J. Harrison & Partners Inc | 13 | 3 | 0.06% | 0.27% | 0.57% | Q4 2014 | Q2 2023 | 25 |
TORRAY INVESTMENT PARTNERS LLC | 25 | 25 | 0.05% | 0.30% | 0.84% | Q3 2017 | Q3 2023 | 25 |
SYNOVUS FINANCIAL CORP | 25 | 25 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 25 |
MML INVESTORS SERVICES, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2023 | 25 |
Janney Montgomery Scott LLC | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
NATIXIS ADVISORS, L.P. | 24 | 24 | 0.02% | 0.05% | 0.17% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.04% | 0.07% | 0.11% | Q1 2014 | Q1 2020 | 24 |
CIBC Asset Management Inc | 23 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2019 | 24 |
LS Investment Advisors, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q1 2021 | 24 |
CROWN ADVISORS MANAGEMENT, INC. | 24 | 24 | 3.10% | 4.11% | 5.81% | Q4 2017 | Q3 2023 | 24 |
Smithfield Trust Co | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
SHELTON CAPITAL MANAGEMENT | 17 | 2 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2020 | 24 |
BOKF, NA | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 24 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 4 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2022 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MARTINGALE ASSET MANAGEMENT L P | 14 | 10 | 0.00% | 0.04% | 0.19% | Q2 2015 | Q4 2021 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 10 | 2 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.06% | 0.13% | Q4 2017 | Q3 2023 | 24 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 12 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 23 |
CAPTRUST FINANCIAL ADVISORS | 15 | 8 | 0.01% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 23 |
COMMERCE BANK | 23 | 23 | 0.00% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Man Group plc | 23 | 23 | 0.01% | 0.08% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.14% | 0.21% | Q4 2017 | Q3 2023 | 23 |
Capital World Investors | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
LINCOLN NATIONAL CORP | 23 | 23 | 0.01% | 0.07% | 0.13% | Q1 2018 | Q3 2023 | 23 |
LORD, ABBETT & CO. LLC | 10 | 1 | 0.01% | 0.11% | 0.21% | Q2 2013 | Q2 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.08% | 0.12% | 0.15% | Q1 2018 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 18 | 5 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 22 |
Catalyst Capital Advisors LLC | 11 | 1 | 0.00% | 0.06% | 0.31% | Q1 2016 | Q2 2023 | 22 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 22 |
LAZARD ASSET MANAGEMENT LLC | 13 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q2 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 15 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 22 |
MAI Capital Management | 22 | 22 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q2 2022 | 22 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 22 | 22 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Artemis Investment Management LLP | 22 | 22 | 0.12% | 0.83% | 1.81% | Q2 2018 | Q3 2023 | 22 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 22 | 22 | 0.11% | 0.26% | 0.55% | Q1 2017 | Q2 2022 | 22 |
Nippon Life Global Investors Americas, Inc. | 15 | 7 | 0.02% | 0.21% | 0.38% | Q3 2017 | Q2 2023 | 22 |
WINTON GROUP Ltd | 18 | 3 | 0.02% | 0.11% | 0.28% | Q1 2018 | Q3 2023 | 21 |
Squarepoint Ops LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 21 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 20 | 1 | 0.01% | 0.10% | 0.19% | Q4 2015 | Q2 2021 | 21 |
Skylands Capital, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 21 |
Tradewinds Capital Management, LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2022 | 21 |
TWO SIGMA SECURITIES, LLC | 8 | 8 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 21 |
PDT Partners, LLC | 7 | 1 | 0.01% | 0.21% | 0.61% | Q2 2013 | Q2 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
Symmetry Partners, LLC | 21 | 21 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q4 2023 | 21 |
FRED ALGER MANAGEMENT, LLC | 17 | 3 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q2 2023 | 20 |
FIL Ltd | 20 | 20 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Epoch Investment Partners, Inc. | 16 | 4 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 20 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 12 | 8 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2022 | 20 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.04% | 0.13% | 0.29% | Q4 2018 | Q3 2023 | 20 |
CHILTON INVESTMENT CO INC. | 20 | 20 | 0.10% | 1.62% | 2.84% | Q4 2018 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 20 | 20 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2022 | 20 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2017 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.06% | 0.11% | 0.18% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2018 | 20 |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 15 | 5 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 20 |
Advisors Capital Management, LLC | 20 | 20 | 0.02% | 0.21% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.06% | 0.10% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Forward Management, LLC | 19 | 19 | 0.03% | 0.08% | 0.14% | Q1 2014 | Q3 2018 | 19 |
abrdn plc | 19 | 19 | 0.04% | 0.16% | 0.26% | Q1 2019 | Q3 2023 | 19 |
HWG Holdings LP | 6 | 2 | 0.01% | 0.45% | 2.04% | Q3 2018 | Q4 2023 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
YorkBridge Wealth Partners, LLC | 10 | 9 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q4 2022 | 19 |
Chicago Capital, LLC | 14 | 5 | 0.01% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 19 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 19 | 19 | 0.05% | 0.08% | 0.11% | Q3 2014 | Q1 2019 | 19 |
OLD NATIONAL BANCORP /IN/ | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Covenant Partners, LLC | 19 | 19 | 0.11% | 0.21% | 0.37% | Q1 2019 | Q3 2023 | 19 |
DUPONT CAPITAL MANAGEMENT CORP | 19 | 19 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q2 2023 | 19 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.19% | 1.41% | Q2 2016 | Q3 2023 | 19 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 19 | 19 | 0.08% | 0.57% | 0.90% | Q2 2013 | Q4 2017 | 19 |
Aureus Asset Management, LLC | 19 | 19 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 19 |
CIGNA INVESTMENTS INC /NEW | 12 | 7 | 0.02% | 0.05% | 0.16% | Q4 2016 | Q1 2022 | 19 |
FULLER & THALER ASSET MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 19 |
FIRST HAWAIIAN BANK | 15 | 3 | 0.01% | 0.09% | 0.20% | Q3 2018 | Q3 2023 | 18 |
Lindbrook Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 18 |
GSA CAPITAL PARTNERS LLP | 12 | 1 | 0.01% | 0.08% | 0.21% | Q4 2014 | Q1 2023 | 18 |
Impax Asset Management Group plc | 18 | 18 | 0.41% | 0.70% | 1.05% | Q3 2018 | Q4 2022 | 18 |
KENNEDY CAPITAL MANAGEMENT LLC | 14 | 4 | 0.01% | 0.09% | 0.31% | Q3 2017 | Q3 2023 | 18 |
SHELL ASSET MANAGEMENT CO | 18 | 18 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
CREDIT AGRICOLE S A | 10 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 18 |
People's United Financial, Inc. | 15 | 3 | 0.00% | 0.04% | 0.43% | Q4 2016 | Q2 2021 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.06% | 0.08% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Daiwa Securities Group Inc. | 12 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 18 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 15 | 1 | 0.00% | 0.07% | 0.33% | Q4 2016 | Q1 2023 | 18 |
Lombard Odier Asset Management (Switzerland) SA | 18 | 18 | 0.62% | 1.27% | 2.52% | Q3 2017 | Q4 2021 | 18 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 18 |
SUNTRUST BANKS INC | 14 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.15% | 0.33% | 0.53% | Q1 2019 | Q3 2023 | 18 |
Asset Management One Co., Ltd. | 14 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 18 |
Hills Bank & Trust Co | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
OppenheimerFunds, Inc. | 14 | 4 | 0.00% | 0.07% | 0.12% | Q1 2013 | Q1 2019 | 18 |
RAYMOND JAMES TRUST N.A. | 14 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 17 | 17 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.07% | 0.13% | 0.20% | Q3 2019 | Q3 2023 | 17 |
NumerixS Investment Technologies Inc | 10 | 2 | 0.01% | 0.06% | 0.12% | Q4 2015 | Q2 2020 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2015 | Q3 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
BANK OF NOVA SCOTIA | 17 | 17 | 0.00% | 0.02% | 0.12% | Q3 2019 | Q3 2023 | 17 |
Mitsubishi UFJ Asset Management Co., Ltd. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 16 | 1 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
Global Retirement Partners, LLC | 10 | 7 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Resource Management, LLC | 17 | 17 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q4 2021 | 17 |
Eventide Asset Management | 17 | 17 | 1.11% | 1.53% | 1.86% | Q3 2019 | Q3 2023 | 17 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.18% | 0.62% | Q4 2012 | Q3 2023 | 17 |
Select Equity Group, L.P. | 15 | 2 | 0.02% | 1.06% | 1.71% | Q2 2017 | Q3 2023 | 17 |
BOSTON ADVISORS LLC | 17 | 17 | 0.01% | 0.23% | 0.54% | Q2 2013 | Q2 2017 | 17 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
Anchor Investment Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 17 |
AXA S.A. | 17 | 17 | 0.00% | 0.08% | 0.23% | Q3 2019 | Q3 2023 | 17 |
CI INVESTMENTS INC. | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Advisors Asset Management, Inc. | 13 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 17 |
BNP Paribas Asset Management Holding S.A. | 12 | 4 | 0.00% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.05% | 0.11% | 0.15% | Q2 2013 | Q1 2017 | 16 |
Qube Research & Technologies Ltd | 9 | 1 | 0.00% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 16 |
Robeco Institutional Asset Management B.V. | 10 | 3 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q3 2023 | 16 |
Penobscot Investment Management Company, Inc. | 16 | 16 | 0.04% | 0.33% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Zebra Capital Management LLC | 6 | 1 | 0.18% | 0.42% | 0.74% | Q2 2013 | Q2 2019 | 16 |
Argent Trust Co | 14 | 2 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 16 |
FORT, L.P. | 16 | 16 | 0.13% | 0.39% | 0.60% | Q3 2018 | Q2 2022 | 16 |
Sumitomo Mitsui Trust Holdings, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Vident Investment Advisory, LLC | 8 | 3 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q2 2023 | 16 |
Aubrey Capital Management Ltd | 16 | 16 | 1.53% | 2.53% | 3.99% | Q3 2019 | Q2 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SCOPUS ASSET MANAGEMENT, L.P. | 8 | 4 | 0.02% | 0.32% | 1.07% | Q1 2020 | Q3 2023 | 16 |
CENTAURUS FINANCIAL, INC. | 15 | 1 | 0.00% | 0.25% | 0.72% | Q2 2018 | Q3 2023 | 16 |
Archer Investment Corp | 9 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.03% | 0.08% | 0.18% | Q4 2019 | Q3 2023 | 16 |
AVIVA PLC | 16 | 16 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Advisors, Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 16 |
Impax Asset Management LTD | 16 | 16 | 0.69% | 1.33% | 2.19% | Q3 2014 | Q2 2018 | 16 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2022 | 16 |
WESBANCO BANK INC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2020 | 16 |
Geneos Wealth Management Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 14 | 2 | 0.00% | 0.15% | 0.19% | Q2 2019 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 16 |
MUFG Americas Holdings Corp | 6 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 16 |
CHICAGO EQUITY PARTNERS LLC | 9 | 7 | 0.02% | 0.12% | 0.29% | Q4 2015 | Q1 2020 | 16 |
Vestcor Inc | 16 | 16 | 0.01% | 0.11% | 0.54% | Q4 2019 | Q3 2023 | 16 |
AGF INVESTMENTS INC. | 8 | 8 | 0.00% | 0.04% | 0.14% | Q4 2015 | Q4 2021 | 16 |
Assenagon Asset Management S.A. | 14 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 16 |
BREMER TRUST NATIONAL ASSOCIATION | 16 | 16 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q4 2018 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.20% | 1.06% | 1.83% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 8 | 1 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q3 2022 | 16 |
BAMCO INC /NY/ | 16 | 16 | 0.01% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.02% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 16 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 16 | 16 | 0.12% | 0.20% | 0.31% | Q2 2015 | Q1 2019 | 16 |
Bell Asset Management Ltd | 16 | 16 | 0.92% | 1.41% | 1.83% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 2 | 0.00% | 0.05% | 0.28% | Q4 2016 | Q3 2023 | 15 |
GENEVA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.66% | 0.87% | 1.10% | Q1 2020 | Q3 2023 | 15 |
B. Riley Wealth Advisors, Inc. | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 15 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 15 |
Paragon Advisors, LLC | 15 | 15 | 0.24% | 0.77% | 1.55% | Q1 2020 | Q3 2023 | 15 |
Grandeur Peak Global Advisors, LLC | 15 | 15 | 0.06% | 0.42% | 0.71% | Q1 2020 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.06% | 0.08% | Q3 2011 | Q3 2015 | 15 |
NEW SOUTH CAPITAL MANAGEMENT INC | 15 | 15 | 0.08% | 0.85% | 1.15% | Q2 2013 | Q4 2016 | 15 |
SVB WEALTH LLC | 15 | 15 | 0.19% | 0.29% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 12 | 3 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 15 |
PARADIGM ASSET MANAGEMENT CO LLC | 7 | 1 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q3 2018 | 15 |
APG Asset Management N.V. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
VALLEY NATIONAL ADVISERS INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
PRIVATE TRUST CO NA | 14 | 1 | 0.00% | 0.05% | 0.16% | Q3 2014 | Q3 2023 | 15 |
CIBC WORLD MARKETS CORP | 12 | 1 | 0.00% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 15 |
Cutler Group LLC / CA | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 15 |
TORONTO DOMINION BANK | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 15 |
ADVISOR PARTNERS LLC | 14 | 1 | 0.03% | 0.04% | 0.07% | Q3 2018 | Q2 2022 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q1 2014 | Q2 2022 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2016 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.03% | 0.19% | Q2 2018 | Q2 2022 | 15 |
FENIMORE ASSET MANAGEMENT INC | 15 | 15 | 0.65% | 0.95% | 1.22% | Q1 2020 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
HERON FINANCIAL GROUP, LLC | 15 | 15 | 0.27% | 0.41% | 0.50% | Q4 2019 | Q2 2023 | 15 |
Trexquant Investment LP | 3 | 1 | 0.03% | 0.07% | 0.17% | Q1 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2022 | 15 |
Penserra Capital Management LLC | 12 | 1 | 0.00% | 0.02% | 0.12% | Q1 2016 | Q3 2023 | 15 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 2 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 2 | 0.00% | 0.10% | 0.24% | Q4 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2019 | 15 |
MONROE BANK & TRUST/MI | 15 | 15 | 0.24% | 0.36% | 0.46% | Q4 2015 | Q2 2019 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OAK ASSOCIATES LTD /OH/ | 15 | 15 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Lee Financial Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2021 | 15 |
State of New Jersey Common Pension Fund D | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 10 | 2 | 0.00% | 0.01% | 0.06% | Q1 2020 | Q4 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.01% | 0.10% | 0.22% | Q4 2016 | Q4 2022 | 14 |
Wealthfront Advisers LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Marks Group Wealth Management, Inc | 14 | 14 | 0.11% | 0.19% | 0.28% | Q2 2020 | Q3 2023 | 14 |
Premier Fund Managers Ltd | 14 | 14 | 0.69% | 1.41% | 2.81% | Q2 2020 | Q3 2023 | 14 |
AlphaCrest Capital Management LLC | 10 | 1 | 0.02% | 0.08% | 0.14% | Q4 2018 | Q3 2022 | 14 |
BRASADA CAPITAL MANAGEMENT, LP | 9 | 5 | 0.01% | 0.68% | 0.86% | Q4 2017 | Q1 2022 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Wealth Alliance | 14 | 14 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Quadrature Capital Ltd | 6 | 1 | 0.03% | 0.35% | 1.24% | Q3 2016 | Q3 2023 | 14 |
LVW Advisors, LLC | 14 | 14 | 0.09% | 0.17% | 0.23% | Q2 2020 | Q3 2023 | 14 |
CLOUGH CAPITAL PARTNERS L P | 10 | 4 | 0.02% | 0.39% | 1.67% | Q1 2016 | Q4 2019 | 14 |
BI Asset Management Fondsmaeglerselskab A/S | 10 | 4 | 0.01% | 0.08% | 0.43% | Q3 2019 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Fiera Capital Corp | 13 | 1 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q3 2022 | 14 |
Stephens Investment Management Group LLC | 14 | 14 | 0.29% | 0.52% | 0.70% | Q2 2020 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 13 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 14 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 4 | 0.60% | 0.88% | 1.20% | Q1 2020 | Q3 2023 | 14 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.05% | 0.19% | Q3 2020 | Q3 2023 | 14 |
PARNASSUS INVESTMENTS, LLC | 14 | 14 | 0.07% | 0.12% | 0.28% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 14 |
PAX Financial Group, LLC | 14 | 14 | 0.16% | 0.18% | 0.21% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 14 |
FULTON BANK, N.A. | 14 | 14 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2023 | 14 |
WHITTIER TRUST CO | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2015 | Q3 2023 | 14 |
ALGERT GLOBAL LLC | 8 | 1 | 0.02% | 0.18% | 0.52% | Q3 2016 | Q3 2023 | 14 |
FCG ADVISORS, LLC | 12 | 2 | 0.07% | 0.10% | 0.13% | Q1 2017 | Q3 2020 | 14 |
Skandinaviska Enskilda Banken AB (publ) | 14 | 14 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Cable Hill Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.02% | 0.56% | 1.34% | Q2 2020 | Q3 2023 | 14 |
STEPHENS INC /AR/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.05% | 0.08% | 0.15% | Q4 2016 | Q2 2020 | 14 |
Verition Fund Management LLC | 7 | 1 | 0.01% | 0.04% | 0.13% | Q2 2016 | Q3 2023 | 14 |
Taylor Frigon Capital Management LLC | 14 | 14 | 0.34% | 0.54% | 0.70% | Q2 2020 | Q3 2023 | 14 |
AGF Investments LLC | 7 | 2 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q4 2021 | 14 |
Glassman Wealth Services | 11 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 14 |
Barbara Oil Co. | 14 | 14 | 0.26% | 0.43% | 0.59% | Q2 2020 | Q3 2023 | 14 |
ASSETMARK, INC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 14 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2020 | 13 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 13 | 13 | 0.94% | 1.05% | 1.19% | Q3 2017 | Q3 2020 | 13 |
Tygh Capital Management, Inc. | 5 | 2 | 0.53% | 0.84% | 1.29% | Q2 2013 | Q2 2019 | 13 |
R.P. Boggs & Co. | 12 | 1 | 0.00% | 4.22% | 6.78% | Q2 2020 | Q3 2023 | 13 |
FIRST NATIONAL BANK OF OMAHA | 13 | 13 | 0.19% | 0.25% | 0.34% | Q3 2020 | Q3 2023 | 13 |
PRUDENTIAL PLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 13 |
Suncoast Equity Management | 12 | 1 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 13 |
Kingsview Wealth Management, LLC | 9 | 4 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q1 2023 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
Marshall Wace North America L.P. | 5 | 3 | 0.01% | 0.08% | 0.33% | Q2 2017 | Q3 2021 | 13 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 13 | 13 | 0.01% | 0.06% | 0.19% | Q3 2020 | Q3 2023 | 13 |
Perennial Investment Advisors, LLC | 13 | 13 | 0.08% | 0.12% | 0.15% | Q3 2020 | Q3 2023 | 13 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 9 | 4 | 0.05% | 0.06% | 0.08% | Q1 2018 | Q4 2023 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.62% | 0.93% | 1.24% | Q4 2017 | Q4 2020 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.90% | 1.13% | 1.38% | Q4 2015 | Q4 2018 | 13 |
CARLSON CAPITAL L P | 5 | 1 | 0.09% | 0.36% | 0.66% | Q4 2017 | Q2 2023 | 13 |
AHL Partners LLP | 12 | 1 | 0.01% | 0.05% | 0.19% | Q3 2014 | Q4 2017 | 13 |
Polen Capital Management | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2020 | 13 |
Psagot Value Holdings Ltd. | 10 | 3 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2021 | 13 |
Tributary Capital Management, LLC | 13 | 13 | 0.03% | 0.08% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Ancora Advisors LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 13 |
MACKENZIE FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Southeast Asset Advisors Inc. | 13 | 13 | 0.15% | 0.32% | 0.42% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
KBC Group NV | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Gradient Investments LLC | 8 | 5 | 0.00% | 0.03% | 0.09% | Q2 2014 | Q3 2023 | 13 |
Manchester Capital Management LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Marquette Asset Management, LLC | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q1 2022 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
FIRST QUADRANT LLC/CA | 6 | 2 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q2 2020 | 13 |
Engineers Gate Manager LP | 7 | 1 | 0.01% | 0.07% | 0.30% | Q2 2019 | Q1 2023 | 13 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.05% | 0.22% | Q3 2016 | Q3 2022 | 13 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.25% | 0.48% | Q1 2016 | Q1 2021 | 12 |
Banque Cantonale Vaudoise | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.06% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q4 2022 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.08% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 12 | 12 | 1.24% | 1.43% | 1.61% | Q2 2013 | Q1 2016 | 12 |
Natixis Investment Managers International | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
IFM Investors Pty Ltd | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
MARIETTA INVESTMENT PARTNERS LLC | 8 | 4 | 0.76% | 1.50% | 2.22% | Q3 2016 | Q2 2022 | 12 |
OneAscent Financial Services LLC | 9 | 3 | 0.11% | 0.31% | 0.97% | Q3 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2021 | 12 |
National Pension Service | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Baillie Gifford | 12 | 12 | 0.00% | 0.05% | 0.21% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.09% | 0.15% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2019 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Parkside Financial Bank & Trust | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
TOBAM | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Capital International Investors | 9 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 12 |
MOODY ALDRICH PARTNERS LLC | 9 | 3 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 12 |
Korea Investment CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Connecticut Wealth Management, LLC | 7 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 12 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 12 | 12 | 0.29% | 0.42% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Kentucky Retirement Systems | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
2Xideas AG | 12 | 12 | 0.82% | 1.03% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Intercontinental Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.13% | 0.20% | Q3 2020 | Q2 2023 | 12 |
Avior Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
SENTRY INVESTMENT MANAGEMENT LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Kentucky Retirement Systems Insurance Trust Fund | 12 | 12 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
Veritable, L.P. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2023 | 12 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.05% | 0.19% | Q3 2017 | Q3 2023 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Reilly Herbert Faulkner III | 12 | 12 | 2.40% | 2.74% | 3.48% | Q2 2018 | Q1 2021 | 12 |
Chevy Chase Trust Holdings, LLC | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Inspire Investing, LLC | 12 | 12 | 0.04% | 0.13% | 0.24% | Q4 2020 | Q3 2023 | 12 |
Livforsakringsbolaget Skandia, Omsesidigt | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Beacon Pointe Advisors, LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Reliant Investment Management, LLC | 12 | 12 | 0.27% | 0.43% | 0.53% | Q4 2013 | Q3 2016 | 12 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 12 |
ING GROEP NV | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12 | 12 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Norinchukin Bank, The | 12 | 12 | 0.02% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 12 | 12 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2021 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Claraphi Advisory Network, LLC | 10 | 2 | 0.09% | 0.13% | 0.18% | Q1 2018 | Q4 2021 | 12 |
HARTFORD INVESTMENT MANAGEMENT CO | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Gulf International Bank (UK) Ltd | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Valeo Financial Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2023 | 12 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.01% | 0.10% | 0.63% | Q1 2020 | Q2 2023 | 11 |
Wealthspire Advisors, L.P. | 9 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 11 |
F3Logic, LLC | 11 | 11 | 0.01% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
TruWealth Advisors, LLC | 11 | 11 | 0.73% | 0.88% | 1.06% | Q1 2021 | Q3 2023 | 11 |
A.R.T. Advisors, LLC | 3 | 2 | 0.02% | 0.06% | 0.12% | Q3 2013 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.06% | 0.23% | Q1 2021 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 11 | 11 | 0.07% | 0.08% | 0.10% | Q2 2020 | Q4 2022 | 11 |
TWO SIGMA ADVISERS, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2020 | 11 |
Cetera Investment Advisers | 6 | 5 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.08% | 0.10% | 0.19% | Q4 2017 | Q2 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
EMERALD ADVISERS, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Findlay Park Partners LLP | 11 | 11 | 0.74% | 1.40% | 1.75% | Q1 2021 | Q3 2023 | 11 |
IBM Retirement Fund | 8 | 3 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q1 2022 | 11 |
Kestra Advisory Services, LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Sigma Planning Corp | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 11 |
Liberty Mutual Group Asset Management Inc. | 11 | 11 | 0.03% | 0.06% | 0.09% | Q1 2016 | Q3 2018 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2019 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
TAMRO Capital Partners LLC | 11 | 11 | 1.19% | 1.97% | 2.55% | Q2 2013 | Q4 2015 | 11 |
Bath Savings Trust Co | 11 | 11 | 0.04% | 0.28% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Quantitative Investment Management, LLC | 4 | 1 | 0.02% | 0.08% | 0.24% | Q1 2018 | Q2 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2022 | 11 |
Thomas J. Herzfeld Advisors, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 11 |
MISSION WEALTH MANAGEMENT, LP | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 1.97% | 2.31% | 2.74% | Q1 2021 | Q3 2023 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Proficio Capital Partners LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
James Hambro & Partners | 11 | 11 | 0.02% | 1.96% | 3.60% | Q1 2021 | Q3 2023 | 11 |
Apollon Wealth Management, LLC | 11 | 11 | 0.01% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Numeric Investors LLC | 9 | 2 | 0.00% | 0.04% | 0.13% | Q1 2015 | Q4 2017 | 11 |
PICTET ASSET MANAGEMENT LTD | 10 | 1 | 0.02% | 0.17% | 0.28% | Q2 2016 | Q2 2021 | 11 |
SYMPHONY ASSET MANAGEMENT LLC | 11 | 11 | 0.04% | 0.16% | 0.24% | Q3 2015 | Q1 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2020 | 11 |
ROYAL LONDON ASSET MANAGEMENT LTD | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Andra AP-fonden | 6 | 5 | 0.01% | 0.16% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Miracle Mile Advisors, LLC | 10 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
One Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.09% | 0.11% | Q4 2017 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Alberta Investment Management Corp | 10 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 11 |
Snowden Capital Advisors LLC | 4 | 1 | 0.00% | 0.04% | 0.16% | Q2 2019 | Q3 2023 | 10 |
Harvest Fund Management Co., Ltd | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2022 | 10 |
CIM INVESTMENT MANAGEMENT INC | 6 | 2 | 0.09% | 0.18% | 0.38% | Q3 2014 | Q3 2023 | 10 |
Blueshift Asset Management, LLC | 5 | 1 | 0.02% | 0.19% | 0.88% | Q2 2019 | Q1 2023 | 10 |
BENJAMIN EDWARDS INC | 10 | 10 | 0.02% | 0.22% | 0.39% | Q2 2021 | Q3 2023 | 10 |
CHICAGO TRUST Co NA | 10 | 10 | 0.18% | 0.24% | 0.32% | Q2 2021 | Q3 2023 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 10 | 0.01% | 0.06% | 0.22% | Q2 2021 | Q3 2023 | 10 |
THORNBURG INVESTMENT MANAGEMENT INC | 6 | 1 | 0.07% | 0.19% | 0.25% | Q3 2015 | Q3 2023 | 10 |
Aurora Investment Counsel | 6 | 4 | 0.35% | 0.91% | 1.14% | Q1 2019 | Q3 2023 | 10 |
CAPITAL ONE, NATIONAL ASSOCIATION | 10 | 10 | 0.06% | 0.13% | 0.20% | Q1 2016 | Q2 2018 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q2 2022 | 10 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.02% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Lisanti Capital Growth, LLC | 4 | 1 | 0.23% | 0.60% | 1.53% | Q1 2016 | Q4 2022 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
WENDELL DAVID ASSOCIATES INC | 10 | 10 | 0.02% | 0.24% | 0.42% | Q2 2021 | Q3 2023 | 10 |
HFR Wealth Management, LLC | 10 | 10 | 1.89% | 2.45% | 3.24% | Q2 2021 | Q3 2023 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 2 | 0.00% | 0.46% | 0.83% | Q3 2015 | Q2 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
JGP Wealth Management, LLC | 10 | 10 | 0.88% | 2.24% | 2.81% | Q2 2021 | Q3 2023 | 10 |
Bridgewater Associates | 6 | 4 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q2 2022 | 10 |
Calamos Advisors LLC | 5 | 2 | 0.00% | 0.01% | 0.06% | Q2 2020 | Q2 2023 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.01% | 0.13% | 0.48% | Q2 2021 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2018 | 10 |
Summit Creek Advisors LLC | 10 | 10 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 10 |
Prospera Financial Services Inc | 8 | 2 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 10 |
Carnegie Capital Asset Management, LLC | 10 | 10 | 0.01% | 0.06% | 0.16% | Q2 2021 | Q3 2023 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2017 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.11% | 0.39% | Q3 2014 | Q4 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2022 | 10 |
Bellevue Group AG | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.14% | 0.33% | Q2 2021 | Q3 2023 | 10 |
Sugarloaf Wealth Management, LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
WESTPAC BANKING CORP | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Campbell & CO Investment Adviser LLC | 8 | 1 | 0.04% | 0.13% | 0.27% | Q2 2014 | Q2 2023 | 10 |
OneAscent Wealth Management LLC | 7 | 1 | 0.13% | 0.25% | 0.56% | Q4 2020 | Q3 2023 | 10 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.06% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.39% | 0.58% | 0.71% | Q1 2021 | Q2 2023 | 10 |
TIVERTON ASSET MANAGEMENT LLC | 7 | 3 | 0.02% | 0.13% | 0.34% | Q4 2015 | Q3 2019 | 10 |
West Branch Capital LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.01% | 0.13% | 0.24% | Q3 2020 | Q4 2022 | 10 |
OSSIAM | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Meridian Wealth Management, LLC | 10 | 10 | 0.02% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Achmea Investment Management B.V. | 7 | 3 | 0.02% | 0.11% | 0.28% | Q1 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Northwest Bancshares, Inc. | 7 | 3 | 0.09% | 0.10% | 0.12% | Q1 2018 | Q4 2020 | 10 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 9 |
Karp Capital Management Corp | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q2 2020 | 9 |
South Dakota Investment Council | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q3 2016 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 9 |
EVERENCE CAPITAL MANAGEMENT INC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q4 2022 | 9 |
NN Investment Partners Holdings N.V. | 9 | 9 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q1 2022 | 9 |
OAKBROOK INVESTMENTS LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 9 |
Freedom Investment Management, Inc. | 6 | 3 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q4 2022 | 9 |
Faithward Advisors, LLC | 9 | 9 | 0.05% | 0.77% | 2.46% | Q4 2019 | Q4 2021 | 9 |
Rafferty Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 9 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 9 |
Homrich & Berg | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2021 | 9 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 9 | 9 | 0.01% | 0.07% | 0.13% | Q1 2015 | Q1 2017 | 9 |
SEEYOND | 9 | 9 | 0.01% | 0.17% | 0.24% | Q4 2020 | Q4 2022 | 9 |
JENSEN INVESTMENT MANAGEMENT INC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Candriam S.C.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Banco Santander, S.A. | 8 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 9 |
Tredje AP-fonden | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
SECOR Capital Advisors, LP | 6 | 1 | 0.04% | 0.34% | 0.67% | Q4 2014 | Q4 2017 | 9 |
Jump Financial, LLC | 4 | 2 | 0.01% | 0.07% | 0.20% | Q3 2020 | Q2 2023 | 9 |
Weiss Multi-Strategy Advisers LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Ellevest, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Yorktown Management & Research Co Inc | 5 | 4 | 0.19% | 0.54% | 0.74% | Q2 2021 | Q3 2023 | 9 |
Strong Tower Advisory Services | 9 | 9 | 0.15% | 0.18% | 0.30% | Q3 2021 | Q3 2023 | 9 |
Schwab Charitable Fund | 8 | 1 | 0.02% | 0.09% | 0.18% | Q3 2019 | Q4 2021 | 9 |
Stratos Wealth Partners, LTD. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 9 |
Covea Finance | 9 | 9 | 0.09% | 0.14% | 0.32% | Q4 2021 | Q4 2023 | 9 |
PITCAIRN CO | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q1 2022 | 9 |
Zurich Insurance Group Ltd/FI | 5 | 4 | 0.51% | 0.95% | 1.40% | Q1 2020 | Q1 2023 | 9 |
ASSOCIATED BANC-CORP | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 9 |
Financial Gravity Asset Management, Inc. | 6 | 3 | 0.00% | 0.06% | 0.20% | Q1 2021 | Q3 2023 | 9 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.26% | 0.28% | 0.35% | Q3 2021 | Q2 2023 | 8 |
Settian Capital LP | 8 | 8 | 1.53% | 1.87% | 2.42% | Q4 2021 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 5 | 1 | 0.03% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.03% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Dai-ichi Life Insurance Company, Ltd | 6 | 2 | 0.03% | 0.10% | 0.16% | Q2 2021 | Q3 2023 | 8 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 8 |
DUALITY ADVISERS, LP | 7 | 1 | 0.05% | 0.17% | 0.33% | Q1 2021 | Q1 2023 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2015 | 8 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 8 | 8 | 0.02% | 0.43% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.07% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.02% | 0.27% | 2.01% | Q1 2016 | Q4 2017 | 8 |
CAXTON ASSOCIATES LP | 5 | 3 | 0.02% | 0.06% | 0.12% | Q1 2021 | Q1 2023 | 8 |
Krane Funds Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AE Wealth Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.06% | 0.19% | Q3 2017 | Q1 2023 | 8 |
U S GLOBAL INVESTORS INC | 2 | 2 | 0.00% | 0.65% | 1.14% | Q4 2016 | Q1 2020 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Redpoint Investment Management Pty Ltd | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Stonebridge Capital Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AMP Capital Investors Ltd | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 8 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.03% | 0.24% | Q3 2013 | Q2 2023 | 8 |
Global X Management CO LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q2 2018 | 8 |
SAWGRASS ASSET MANAGEMENT LLC | 8 | 8 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q2 2017 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covington Capital Management | 7 | 1 | 0.00% | 0.04% | 0.05% | Q1 2019 | Q3 2022 | 8 |
Orion Capital Management LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Bremer Bank National Association | 4 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.10% | 0.41% | Q3 2017 | Q3 2023 | 8 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q2 2017 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2021 | 8 |
AMJ Financial Wealth Management | 8 | 8 | 0.78% | 1.35% | 2.06% | Q2 2020 | Q1 2022 | 8 |
Assured Investment Management LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2018 | 8 |
Alpha Paradigm Partners, LLC | 5 | 3 | 0.02% | 0.12% | 0.18% | Q4 2020 | Q4 2022 | 8 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.31% | 0.35% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Edgestream Partners, L.P. | 5 | 3 | 0.04% | 0.48% | 1.19% | Q2 2021 | Q2 2023 | 8 |
PUTNAM INVESTMENTS LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2017 | 8 |
Bancreek Capital Management, LP | 8 | 8 | 3.08% | 4.50% | 6.92% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q1 2023 | 7 |
Destiny Wealth Partners, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2022 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.17% | 0.40% | Q4 2013 | Q3 2019 | 7 |
ALLSTATE CORP | 6 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q1 2022 | 7 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | 3 | 0.01% | 0.46% | 0.92% | Q4 2018 | Q3 2020 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TWIN CAPITAL MANAGEMENT INC | 7 | 7 | 0.10% | 0.25% | 0.46% | Q4 2020 | Q2 2022 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Invictus RG | 6 | 1 | 0.01% | 0.15% | 0.48% | Q4 2015 | Q1 2018 | 7 |
Belpointe Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Machina Capital S.A.S. | 3 | 1 | 0.03% | 0.42% | 0.76% | Q2 2019 | Q2 2023 | 7 |
TURNER INVESTMENTS LLC | 4 | 3 | 0.06% | 0.44% | 0.85% | Q2 2015 | Q2 2017 | 7 |
THB ASSET MANAGEMENT | 7 | 7 | 0.14% | 0.27% | 0.56% | Q2 2013 | Q4 2014 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
First Trust Direct Indexing L.P. | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
PRECEPT MANAGEMENT LLC | 6 | 6 | 1.57% | 2.14% | 3.19% | Q1 2021 | Q2 2022 | 7 |
Foundations Investment Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Parametrica Management Ltd | 4 | 1 | 0.18% | 0.31% | 0.48% | Q2 2016 | Q1 2022 | 7 |
Systematic Alpha Investments, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2022 | 7 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 7 | 0.15% | 0.25% | 0.37% | Q4 2020 | Q2 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Hamilton Point Investment Advisors, LLC | 7 | 7 | 1.20% | 1.33% | 1.54% | Q1 2022 | Q3 2023 | 7 |
Redwood Investments, LLC | 7 | 7 | 0.03% | 0.28% | 0.37% | Q2 2021 | Q4 2022 | 7 |
Moisand Fitzgerald Tamayo, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Quantinno Capital Management LP | 6 | 1 | 0.04% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 7 |
JENNISON ASSOCIATES LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 7 |
CLEARBRIDGE, LLC | 7 | 7 | 0.11% | 0.16% | 0.19% | Q2 2014 | Q4 2015 | 7 |
EXANE DERIVATIVES | 7 | 7 | 0.00% | 0.10% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Bank Julius Baer & Co. Ltd, Zurich | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
ClariVest Asset Management LLC | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q2 2022 | 7 |
Empirical Finance, LLC | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Jacobi Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
SEVEN EIGHT CAPITAL, LP | 3 | 1 | 0.02% | 0.10% | 0.25% | Q3 2017 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2021 | 7 |
AdvisorShares Investments LLC | 3 | 1 | 0.06% | 0.28% | 0.47% | Q4 2019 | Q4 2022 | 7 |
Noked Israel Ltd | 4 | 1 | 0.30% | 2.76% | 6.36% | Q3 2019 | Q2 2023 | 7 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.17% | 0.39% | Q4 2015 | Q2 2019 | 7 |
Cerity Partners LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 7 |
PICTON MAHONEY ASSET MANAGEMENT | 6 | 1 | 0.00% | 0.08% | 0.14% | Q2 2020 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.01% | 0.25% | 0.38% | Q1 2016 | Q1 2021 | 7 |
Pendal Group Ltd | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 7 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2022 | 7 |
Simplicity Solutions, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 7 |
Svenska Handelsbanken AB (publ) | 7 | 7 | 1.22% | 1.86% | 2.52% | Q1 2019 | Q3 2020 | 7 |
AMERICAN NATIONAL BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.00% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2015 | Q2 2019 | 7 |
PIEDMONT INVESTMENT ADVISORS INC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2018 | Q1 2020 | 7 |
Eagle Bay Advisors LLC | 6 | 1 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Capital Advisors, Ltd. LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Sheaff Brock Investment Advisors, LLC | 6 | 6 | 0.11% | 0.13% | 0.16% | Q1 2016 | Q2 2017 | 6 |
FORA Capital, LLC | 2 | 2 | 0.05% | 0.17% | 0.32% | Q2 2021 | Q1 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 6 |
Carmichael Hill & Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
Schechter Investment Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Railway Pension Investments Ltd | 6 | 6 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q2 2022 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.06% | 0.18% | Q2 2022 | Q3 2023 | 6 |
First National Advisers, LLC | 6 | 6 | 0.53% | 0.58% | 0.65% | Q2 2022 | Q3 2023 | 6 |
Kingfisher Capital LLC | 6 | 6 | 0.57% | 0.69% | 0.87% | Q3 2020 | Q4 2021 | 6 |
FIDUCIARY TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Core Alternative Capital | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
CADENCE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.20% | 0.34% | 0.57% | Q1 2013 | Q2 2014 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.07% | 0.27% | 0.59% | Q3 2018 | Q4 2019 | 6 |
FAYEZ SAROFIM & CO | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.07% | 0.33% | 0.81% | Q4 2018 | Q3 2023 | 6 |
Fulcrum Asset Management LLP | 5 | 1 | 0.15% | 0.82% | 1.30% | Q3 2020 | Q1 2022 | 6 |
Leverage Partners Absolute Return Fund SPC | 6 | 6 | 1.27% | 1.60% | 2.08% | Q4 2020 | Q1 2022 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 0.14% | 0.17% | 0.23% | Q1 2017 | Q2 2018 | 6 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.40% | 0.64% | 0.77% | Q2 2022 | Q3 2023 | 6 |
ALPHA WINDWARD LLC | 6 | 6 | 0.00% | 0.05% | 0.31% | Q4 2015 | Q1 2017 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 6 |
BENNETT SELBY INVESTMENTS LP | 6 | 6 | 0.34% | 1.07% | 1.28% | Q3 2022 | Q4 2023 | 6 |
Procyon Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q4 2021 | 6 |
Czech National Bank | 6 | 6 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2023 | 6 |
Black Swift Group, LLC | 5 | 1 | 0.00% | 0.42% | 0.76% | Q1 2021 | Q3 2023 | 6 |
TrinityPoint Wealth, LLC | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Noked Capital LTD | 4 | 2 | 0.30% | 2.53% | 6.36% | Q3 2019 | Q3 2022 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
MAVERICK CAPITAL LTD | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q2 2023 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.03% | 0.14% | 0.20% | Q1 2021 | Q2 2022 | 6 |
Standard Family Office LLC | 3 | 3 | 0.03% | 0.19% | 0.91% | Q4 2020 | Q3 2022 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
REGENTATLANTIC CAPITAL LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Private Ocean, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Liontrust Investment Partners LLP | 6 | 6 | 0.02% | 0.12% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Gilman Hill Asset Management, LLC | 6 | 6 | 0.09% | 0.10% | 0.11% | Q3 2015 | Q4 2016 | 6 |
Aaron Wealth Advisors LLC | 6 | 6 | 0.02% | 0.13% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Mount Lucas Management LP | 6 | 6 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q1 2017 | 6 |
Horizon Investments, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2021 | Q3 2022 | 6 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 6 |
V Wealth Advisors LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Metis Global Partners, LLC | 4 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.08% | 0.80% | 1.69% | Q4 2021 | Q3 2023 | 6 |
Wedgewood Partners | 6 | 6 | 1.66% | 2.28% | 3.06% | Q2 2022 | Q3 2023 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
RiverPark Advisors, LLC | 6 | 6 | 0.21% | 0.48% | 0.84% | Q2 2022 | Q3 2023 | 6 |
OTTER CREEK MANAGEMENT INC | 6 | 6 | 0.26% | 0.70% | 1.30% | Q2 2013 | Q3 2014 | 6 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 6 | 6 | 0.11% | 0.43% | 1.07% | Q1 2019 | Q2 2020 | 6 |
Crescent Grove Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 6 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2019 | 6 |
Aquatic Capital Management LLC | 4 | 1 | 0.01% | 0.28% | 0.76% | Q4 2021 | Q3 2023 | 6 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.15% | 0.38% | Q1 2021 | Q3 2023 | 6 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.20% | 0.37% | Q1 2018 | Q4 2021 | 6 |
Ten Capital Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Advisors Preferred, LLC | 2 | 1 | 0.02% | 0.10% | 0.18% | Q3 2016 | Q3 2021 | 6 |
Knights of Columbus Asset Advisors LLC | 6 | 6 | 0.14% | 0.19% | 0.23% | Q1 2020 | Q2 2021 | 6 |
Quantamental Technologies LLC | 2 | 1 | 0.01% | 0.26% | 0.57% | Q4 2018 | Q1 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.12% | 0.16% | 0.19% | Q2 2021 | Q4 2022 | 6 |
Intrinsic Edge Capital Management LLC | 5 | 1 | 0.22% | 0.31% | 0.59% | Q2 2020 | Q1 2022 | 6 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 6 |
FinTrust Capital Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
IEQ CAPITAL, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 6 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 6 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q4 2021 | 6 |
Freedom Day Solutions, LLC | 6 | 6 | 0.67% | 0.76% | 0.89% | Q2 2021 | Q3 2022 | 6 |
MACKAY SHIELDS LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q2 2022 | 5 |
Leucadia National | 4 | 4 | 0.01% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 5 |
Magnus Financial Group LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q2 2020 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.01% | 0.10% | 0.23% | Q1 2016 | Q1 2017 | 5 |
Riverwater Partners LLC | 5 | 5 | 0.30% | 0.34% | 0.37% | Q4 2022 | Q4 2023 | 5 |
Asset Dedication, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
NorthRock Partners, LLC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
QS Investors, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Triasima Portfolio Management inc. | 5 | 5 | 0.12% | 0.16% | 0.19% | Q4 2020 | Q4 2021 | 5 |
Diversified Trust Co | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 5 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 5 |
FCF Advisors LLC | 3 | 2 | 0.97% | 1.08% | 1.23% | Q1 2017 | Q1 2020 | 5 |
Vigilant Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2022 | 5 |
GLOBEFLEX CAPITAL L P | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Sound Income Strategies, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 5 |
Spot Trading L.L.C | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2016 | 5 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.31% | 0.58% | 1.01% | Q1 2014 | Q3 2021 | 5 |
EVOKE WEALTH, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 5 |
PERSONAL CFO SOLUTIONS, LLC | 5 | 5 | 0.00% | 0.07% | 0.10% | Q3 2019 | Q3 2020 | 5 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q1 2022 | 5 |
BANK OF HAWAII | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.08% | 0.14% | 0.24% | Q3 2021 | Q2 2023 | 5 |
Avidian Wealth Solutions, LLC | 2 | 1 | 0.02% | 0.06% | 0.22% | Q1 2018 | Q3 2023 | 5 |
SkyView Investment Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 5 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Chicago Partners Investment Group LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 5 |
Perimeter Capital Partners, LLC | 5 | 5 | 0.21% | 0.47% | 0.71% | Q2 2013 | Q2 2014 | 5 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 2 | 0.00% | 0.25% | 0.47% | Q2 2021 | Q3 2023 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Lyon Street Capital, LLC | 3 | 2 | 0.70% | 1.35% | 2.03% | Q1 2020 | Q1 2022 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 5 | 0.49% | 0.64% | 0.88% | Q1 2021 | Q1 2022 | 5 |
Diametric Capital, LP | 4 | 1 | 0.73% | 0.94% | 1.16% | Q3 2019 | Q2 2021 | 5 |
RK Capital | 3 | 2 | 0.74% | 1.47% | 2.14% | Q4 2018 | Q3 2023 | 5 |
Visionary Asset Management, Inc. | 5 | 5 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q4 2018 | 5 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 1 | 0.00% | 0.05% | 0.13% | Q3 2021 | Q4 2022 | 5 |
AXIOM INVESTORS LLC /DE | 5 | 5 | 0.83% | 0.94% | 1.03% | Q2 2020 | Q2 2021 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
MOTIVE WEALTH ADVISORS | 5 | 5 | 0.32% | 0.35% | 0.38% | Q2 2021 | Q2 2022 | 5 |
WASHINGTON TRUST BANK | 4 | 1 | 0.00% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 5 |
Alaska Permanent Fund Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
TWINBEECH CAPITAL LP | 3 | 1 | 0.04% | 0.22% | 0.54% | Q1 2021 | Q1 2023 | 5 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 1 | 0.01% | 0.06% | 0.14% | Q2 2015 | Q4 2016 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 0.10% | 0.20% | 0.30% | Q4 2019 | Q4 2020 | 5 |
300 NORTH CAPITAL, LLC | 5 | 5 | 0.06% | 0.95% | 1.64% | Q2 2013 | Q2 2014 | 5 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.04% | 0.05% | Q1 2016 | Q3 2021 | 5 |
COUNTRY TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Princeton Alpha Management LP | 3 | 2 | 0.04% | 0.07% | 0.14% | Q1 2015 | Q4 2016 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2021 | Q3 2022 | 5 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 1 | 0.03% | 0.22% | 0.61% | Q3 2021 | Q3 2023 | 5 |
Patriot Financial Group Insurance Agency, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
JNBA Financial Advisors | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.18% | 0.27% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.78% | 0.90% | 1.02% | Q4 2014 | Q4 2015 | 5 |
Tiger Eye Capital LLC | 5 | 5 | 2.54% | 3.32% | 4.05% | Q2 2016 | Q2 2017 | 5 |
1832 Asset Management L.P. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Gitterman Wealth Management, LLC | 3 | 1 | 0.10% | 0.16% | 0.24% | Q2 2021 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Unified Trust Company, N.A. | 5 | 5 | 0.08% | 0.11% | 0.16% | Q3 2020 | Q3 2021 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Wealthspire Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 5 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Braun-Bostich & Associates Inc. | 5 | 5 | 0.06% | 0.43% | 0.56% | Q3 2020 | Q3 2021 | 5 |
GENESEE VALLEY TRUST CO | 5 | 5 | 0.14% | 0.18% | 0.26% | Q1 2017 | Q1 2018 | 5 |
Atika Capital Management LLC | 5 | 5 | 1.05% | 1.33% | 1.94% | Q3 2022 | Q3 2023 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mirae Asset Global Investments Co., Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 5 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.44% | 0.59% | 0.80% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 5 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 3 | 1 | 0.04% | 0.48% | 0.93% | Q1 2015 | Q4 2020 | 5 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 4 |
BURNEY CO/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Jupiter Investment Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q3 2016 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
USS Investment Management Ltd | 4 | 4 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Cinctive Capital Management LP | 2 | 2 | 0.11% | 0.28% | 0.48% | Q3 2022 | Q3 2023 | 4 |
Summit Trail Advisors, LLC | 4 | 4 | 0.14% | 0.22% | 0.29% | Q4 2017 | Q3 2018 | 4 |
Western Pacific Wealth Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Siemens Fonds Invest GmbH | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
WoodTrust Financial Corp | 4 | 4 | 0.14% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Quantum Private Wealth, LLC | 3 | 1 | 0.11% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 4 |
Newfound Research LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q1 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.04% | 0.08% | Q4 2019 | Q1 2021 | 4 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Corient Capital Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Wedmont Private Capital | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
Qtron Investments LLC | 2 | 1 | 0.06% | 0.13% | 0.24% | Q2 2020 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Alyeska Investment Group, L.P. | 4 | 4 | 0.10% | 0.30% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Barber Financial Group, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.33% | 1.22% | Q3 2020 | Q4 2022 | 4 |
Fermata Advisors, LLC | 4 | 4 | 0.10% | 0.14% | 0.18% | Q2 2021 | Q1 2022 | 4 |
Sutton Wealth Advisors Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
1623 Capital LLC | 4 | 4 | 1.65% | 2.46% | 3.15% | Q4 2022 | Q3 2023 | 4 |
Roberts Capital Advisors, LLC | 4 | 4 | 0.66% | 0.72% | 0.80% | Q4 2021 | Q3 2022 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
KG&L Capital Management,LLC | 4 | 4 | 0.19% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
HENNESSY ADVISORS INC | 4 | 4 | 1.06% | 1.15% | 1.29% | Q4 2015 | Q3 2016 | 4 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 4 |
TFC Financial Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 4 |
6 Meridian | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q4 2020 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 1.11% | 1.21% | 1.44% | Q3 2020 | Q2 2021 | 4 |
FirstPurpose Wealth LLC | 3 | 1 | 0.13% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Brookstone Capital Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AJO, LP | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
COOKSON PEIRCE & CO INC | 4 | 4 | 0.01% | 1.08% | 1.66% | Q2 2021 | Q1 2022 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2021 | Q4 2022 | 4 |
Artisan Partners Limited Partnership | 3 | 1 | 0.00% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 4 |
LONDON CO OF VIRGINIA | 4 | 4 | 0.75% | 0.81% | 0.85% | Q4 2022 | Q3 2023 | 4 |
F&C Asset Management plc | 4 | 4 | 0.13% | 0.18% | 0.21% | Q2 2013 | Q1 2014 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
PGGM Investments | 4 | 4 | 0.01% | 0.08% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Graham Capital Management, L.P. | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 4 |
DELTA FINANCIAL ADVISORS LLC | 3 | 1 | 0.09% | 0.15% | 0.18% | Q2 2019 | Q4 2021 | 4 |
Heartland Bank & Trust Co | 3 | 1 | 0.18% | 0.19% | 0.20% | Q2 2021 | Q2 2022 | 4 |
LMR Partners LLP | 2 | 1 | 0.01% | 0.17% | 0.45% | Q2 2016 | Q2 2021 | 4 |
First Personal Financial Services | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 4 |
Dorsey Wright & Associates | 3 | 1 | 0.20% | 0.24% | 0.25% | Q4 2019 | Q4 2020 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Copper Rock Capital Partners, LLC | 2 | 2 | 0.58% | 1.50% | 2.32% | Q2 2013 | Q2 2016 | 4 |
TELEMUS CAPITAL, LLC | 3 | 1 | 0.00% | 0.23% | 0.34% | Q4 2017 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Stewart Asset Management, LLC | 2 | 1 | 0.36% | 0.53% | 0.63% | Q3 2021 | Q4 2022 | 4 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.03% | 0.13% | 0.27% | Q2 2019 | Q3 2023 | 4 |
THOMPSON SIEGEL & WALMSLEY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Marlowe Partners LP | 4 | 4 | 6.13% | 8.11% | 10.31% | Q3 2022 | Q2 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.18% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.18% | 0.45% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Woodline Partners LP | 4 | 4 | 0.00% | 0.13% | 0.41% | Q3 2022 | Q2 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q4 2018 | 4 |
Menard Financial Group LLC | 4 | 4 | 0.25% | 0.27% | 0.30% | Q2 2021 | Q1 2022 | 4 |
Rinkey Investments | 3 | 1 | 0.10% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
ELCO Management Co., LLC | 3 | 1 | 0.18% | 0.22% | 0.25% | Q3 2022 | Q3 2023 | 4 |
Welch Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2015 | 4 |
Stony Point Capital LLC | 4 | 4 | 2.35% | 3.25% | 3.91% | Q4 2021 | Q3 2022 | 4 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
WINMILL & CO. INC | 4 | 4 | 0.76% | 0.87% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2019 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.00% | 0.05% | 0.16% | Q1 2016 | Q2 2019 | 4 |
BW Gestao de Investimentos Ltda. | 4 | 4 | 0.20% | 0.33% | 0.53% | Q1 2021 | Q4 2021 | 4 |
Thematics Asset Management | 4 | 4 | 0.30% | 0.32% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.38% | 0.83% | 1.41% | Q2 2018 | Q1 2019 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2022 | 4 |
SG3 Management, LLC | 2 | 2 | 0.00% | 0.06% | 0.16% | Q1 2021 | Q2 2021 | 4 |
Pearl River Capital, LLC | 2 | 1 | 0.08% | 0.16% | 0.20% | Q4 2019 | Q3 2023 | 4 |
O'Shares Investment Advisers, LLC | 3 | 1 | 0.09% | 0.14% | 0.27% | Q4 2018 | Q2 2020 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Unigestion Holding SA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Golden State Wealth Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.27% | Q2 2021 | Q1 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 4 |
Neuberger Berman Canada ULC | 3 | 1 | 0.06% | 0.15% | 0.22% | Q2 2013 | Q2 2017 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Wilmington Funds Management Corp | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.01% | 0.04% | 0.10% | Q4 2021 | Q2 2022 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.16% | 0.17% | 0.19% | Q4 2022 | Q3 2023 | 3 |
Crescent Capital Consulting, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Wealth Advisory Solutions, LLC | 2 | 1 | 0.06% | 0.06% | 0.08% | Q4 2020 | Q3 2021 | 3 |
Capital Directions Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
HAP Trading, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q1 2022 | 3 |
Sciencast Management LP | 2 | 1 | 0.17% | 0.25% | 0.37% | Q2 2017 | Q3 2021 | 3 |
Foundry Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.85% | 0.95% | 1.03% | Q2 2020 | Q4 2020 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.22% | 0.29% | Q4 2015 | Q1 2019 | 3 |
Focused Wealth Management, Inc | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TDAM USA INC. | 3 | 3 | 0.04% | 0.04% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Donoghue Forlines LLC | 2 | 1 | 0.15% | 0.27% | 0.36% | Q1 2021 | Q1 2022 | 3 |
HARDING LOEVNER LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Regal Investment Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2022 | 3 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 3 | 3 | 0.09% | 0.16% | 0.28% | Q2 2013 | Q4 2013 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
CLINTON GROUP INC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2017 | 3 |
Linden Thomas Advisory Services, LLC | 3 | 3 | 0.15% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 3 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.09% | 0.12% | Q3 2023 | Q3 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.13% | 0.19% | Q2 2021 | Q1 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Arabesque Asset Management Ltd | 3 | 3 | 0.14% | 0.28% | 0.54% | Q2 2021 | Q4 2021 | 3 |
Swedbank | 3 | 3 | 0.37% | 0.41% | 0.46% | Q2 2020 | Q4 2020 | 3 |
Haverford Financial Services, Inc. | 3 | 3 | 0.12% | 0.20% | 0.26% | Q2 2022 | Q4 2022 | 3 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q2 2017 | 3 |
Evercore Wealth Management, LLC | 3 | 3 | 0.51% | 0.70% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Chanos & Co LP | 3 | 3 | 0.26% | 0.61% | 1.05% | Q4 2022 | Q2 2023 | 3 |
FIRST MERCANTILE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 3 |
DoubleLine ETF Adviser LP | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2022 | 3 |
Roundview Capital LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 3 |
Cypress Capital Group | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
Mesirow Institutional Investment Management, Inc. | 3 | 3 | 0.20% | 0.25% | 0.29% | Q1 2023 | Q3 2023 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q1 2023 | 3 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2016 | Q4 2021 | 3 |
Timpani Capital Management LLC | 3 | 3 | 0.52% | 0.70% | 1.03% | Q1 2016 | Q3 2016 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 3 |
Versor Investments LP | 3 | 3 | 0.08% | 0.13% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BP PLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Cadent Capital Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Taika Capital, LP | 3 | 3 | 1.13% | 1.96% | 3.27% | Q4 2021 | Q2 2022 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
MUFG Securities EMEA plc | 2 | 1 | 0.01% | 0.08% | 0.13% | Q3 2020 | Q3 2021 | 3 |
Robeco Schweiz AG | 3 | 3 | 0.46% | 0.61% | 0.74% | Q1 2022 | Q3 2022 | 3 |
Caprock Group, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 3 |
SUMITOMO LIFE INSURANCE CO | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Apriem Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.32% | 0.35% | 0.41% | Q2 2021 | Q4 2021 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 1.22% | 1.33% | 1.54% | Q2 2016 | Q4 2016 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 0.05% | 0.07% | 0.08% | Q2 2021 | Q4 2021 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Perpetual Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CARDEROCK CAPITAL MANAGEMENT INC | 3 | 3 | 2.05% | 2.19% | 2.35% | Q1 2023 | Q3 2023 | 3 |
Ascent Group, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waverton Investment Management Ltd | 3 | 3 | 0.21% | 0.22% | 0.24% | Q3 2013 | Q1 2014 | 3 |
Bellwether Advisors, LLC | 2 | 1 | 0.00% | 0.16% | 0.29% | Q2 2021 | Q1 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.22% | 0.24% | 0.24% | Q1 2023 | Q3 2023 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q3 2014 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
DENALI ADVISORS LLC | 3 | 3 | 0.02% | 0.09% | 0.13% | Q2 2020 | Q4 2020 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 3 |
STALEY CAPITAL ADVISERS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q4 2019 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Otter Creek Advisors, LLC | 2 | 1 | 1.16% | 1.19% | 1.23% | Q1 2016 | Q2 2017 | 3 |
NICHOLAS COMPANY, INC. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q2 2022 | Q4 2022 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q4 2021 | 3 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q4 2013 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.02% | 0.13% | 0.36% | Q1 2017 | Q4 2021 | 3 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.06% | 0.09% | 0.12% | Q2 2013 | Q2 2017 | 3 |
ALTA CAPITAL MANAGEMENT LLC/ | 3 | 3 | 0.44% | 0.55% | 0.61% | Q1 2023 | Q3 2023 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 3 |
Meiji Yasuda Asset Management Co Ltd. | 2 | 1 | 0.02% | 0.27% | 0.77% | Q1 2021 | Q4 2021 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
ANALYTIC INVESTORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2016 | 3 |
Nicholas Investment Partners, LP | 3 | 3 | 0.16% | 0.22% | 0.27% | Q4 2019 | Q2 2020 | 3 |
Wallace Advisory Group, LLC | 3 | 3 | 0.28% | 0.31% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 3 |
Herold Advisors, Inc. | 3 | 3 | 0.47% | 0.48% | 0.48% | Q1 2022 | Q3 2022 | 3 |
BlackRock Japan Co. Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
RGT Wealth Advisors, LLC | 3 | 3 | 0.13% | 0.70% | 1.06% | Q1 2018 | Q3 2018 | 3 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.42% | 0.52% | 0.61% | Q3 2021 | Q1 2022 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Lloyds Banking Group plc | 3 | 3 | 1.25% | 1.33% | 1.39% | Q1 2016 | Q3 2016 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q2 2019 | Q4 2019 | 3 |
MARATHON CAPITAL MANAGEMENT | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Presidio Capital Management, LLC | 2 | 1 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q2 2023 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q2 2021 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.05% | 0.17% | 0.41% | Q4 2022 | Q3 2023 | 3 |
ArrowMark Colorado Holdings LLC | 3 | 3 | 0.01% | 0.29% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 3 |
Connectus Wealth, LLC | 3 | 3 | 0.10% | 0.23% | 0.32% | Q1 2023 | Q3 2023 | 3 |
Omnia Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Blue Rock Advisors, LLC | 2 | 2 | 1.81% | 3.05% | 4.30% | Q2 2017 | Q3 2017 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Ethic Inc. | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q1 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2016 | Q2 2017 | 2 |
E Fund Management (Hong Kong) Co., Ltd. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2023 | Q4 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2021 | 2 |
ARMISTICE CAPITAL, LLC | 1 | 1 | 0.01% | 0.15% | 0.29% | Q1 2021 | Q3 2023 | 2 |
Realta Investment Advisors | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2019 | Q3 2019 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Castle Rock Wealth Management, LLC | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q3 2020 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2016 | 2 |
Voya Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q1 2019 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Santa Fe Partners LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2015 | Q4 2015 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.24% | 0.60% | 0.96% | Q1 2020 | Q1 2021 | 2 |
Linscomb & Williams, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
DEERE & CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2015 | 2 |
Aristotle Capital Boston, LLC | 2 | 2 | 0.14% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 2 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Full Sail Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Sierra Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Forge First Asset Management Inc. | 2 | 2 | 0.17% | 0.43% | 0.69% | Q4 2022 | Q1 2023 | 2 |
Concentric Capital Strategies, LP | 2 | 2 | 0.66% | 0.81% | 0.97% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 1 | 1 | 0.11% | 0.15% | 0.19% | Q3 2021 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NAVELLIER & ASSOCIATES INC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2016 | Q4 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2015 | Q2 2016 | 2 |
Nachman Norwood & Parrott, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
Kessler Investment Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
SevenOneSeven Capital Management | 2 | 2 | 1.08% | 1.87% | 2.65% | Q4 2020 | Q1 2021 | 2 |
Piermont Capital Management Inc. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Gideon Capital Advisors, Inc. | 2 | 2 | 0.21% | 0.22% | 0.24% | Q2 2017 | Q3 2017 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2016 | Q3 2016 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Leap Investments LP | 1 | 1 | 0.14% | 0.17% | 0.19% | Q3 2019 | Q2 2020 | 2 |
TLP GROUP LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Spouting Rock Asset Management, LLC | 1 | 1 | 0.28% | 0.29% | 0.30% | Q1 2023 | Q3 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Delphia (USA) Inc. | 2 | 2 | 0.18% | 0.22% | 0.26% | Q2 2022 | Q3 2022 | 2 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q4 2021 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.17% | 0.22% | 0.26% | Q1 2017 | Q2 2017 | 2 |
L. Roy Papp & Associates, LLP | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Resolute Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
V-Square Quantitative Management LLC | 2 | 2 | 0.09% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2018 | 2 |
Hood River Capital Management LLC | 2 | 2 | 0.80% | 1.05% | 1.30% | Q4 2016 | Q1 2017 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 1.12% | 1.14% | 1.16% | Q2 2023 | Q3 2023 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Chimera Capital Management LLC | 1 | 1 | 0.20% | 0.82% | 1.44% | Q1 2022 | Q3 2022 | 2 |
Brookfield Asset Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 2 |
Moreno Evelyn V | 2 | 2 | 0.05% | 0.09% | 0.12% | Q2 2022 | Q3 2022 | 2 |
ADVANCE CAPITAL I INC | 2 | 2 | 0.63% | 0.75% | 0.88% | Q2 2016 | Q3 2016 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Kula Investments, LLC | 2 | 2 | 0.15% | 0.22% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.36% | 0.49% | Q2 2020 | Q1 2021 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MQS Management LLC | 1 | 1 | 0.14% | 0.17% | 0.20% | Q2 2022 | Q1 2023 | 2 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 2 | 2 | 0.64% | 0.67% | 0.70% | Q1 2016 | Q2 2016 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
GIRARD PARTNERS LTD. | 2 | 2 | 0.46% | 0.48% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
G&S Capital LLC | 2 | 2 | 0.38% | 0.43% | 0.48% | Q4 2019 | Q1 2020 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q2 2022 | 2 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.20% | 0.64% | 1.09% | Q2 2022 | Q3 2023 | 2 |
Wahed Invest LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 2 |
SRB CORP | 1 | 1 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q3 2021 | 2 |
Oak Thistle LLC | 1 | 1 | 0.13% | 0.27% | 0.42% | Q1 2023 | Q3 2023 | 2 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 2 | 2 | 1.30% | 1.30% | 1.30% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
LAKE STREET ADVISORS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
PATTON FUND MANAGEMENT, INC. | 2 | 2 | 0.73% | 0.95% | 1.16% | Q4 2020 | Q1 2021 | 2 |
Independent Advisor Alliance | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Baystate Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.14% | 0.19% | 0.23% | Q1 2021 | Q2 2021 | 2 |
Price Capital Management, Inc. | 1 | 1 | 0.14% | 0.58% | 1.02% | Q1 2015 | Q3 2015 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 2 | 2 | 0.60% | 0.66% | 0.72% | Q1 2021 | Q2 2021 | 2 |
AMERICAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Olympiad Research LP | 1 | 1 | 0.07% | 0.19% | 0.32% | Q3 2021 | Q1 2023 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2014 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
CHARTWELL INVESTMENT PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2015 | Q4 2015 | 2 |
Veracity Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Gladstone Institutional Advisory LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Qsemble Capital Management, LP | 2 | 2 | 0.19% | 0.28% | 0.38% | Q1 2023 | Q2 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Sandbar Asset Management LLP | 1 | 1 | 0.74% | 0.88% | 1.02% | Q2 2020 | Q1 2021 | 2 |
Timber Hill LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Sargent Bickham Lagudis LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
CASTLEARK MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Banco de Sabadell, S.A | 1 | 1 | 0.13% | 0.13% | 0.14% | Q1 2018 | Q1 2019 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.24% | 0.41% | 0.58% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 2 |
L & S Advisors Inc | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Harbour Capital Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q1 2018 | Q2 2018 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Deer Park Road Corp | 2 | 2 | 0.91% | 1.07% | 1.23% | Q1 2023 | Q2 2023 | 2 |
JS Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 2 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GOODNOW INVESTMENT GROUP, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Arrow Investment Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Savoir Faire Capital Management, L.P. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Avenir Corp | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MADISON WEALTH MANAGEMENT | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Seawolf Capital, LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2015 | Q2 2015 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2021 | Q2 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gainplan LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2021 | Q2 2021 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Moran Wealth Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2023 | Q2 2023 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FULTON BREAKEFIELD BROENNIMAN LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CNA FINANCIAL CORP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2020 | Q2 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Intellectus Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Cipher Capital LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TPG Group Holdings (SBS) Advisors, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CenterBook Partners LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2019 | Q4 2019 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
iSAM Funds (UK) Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GQ Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SCOUT INVESTMENTS, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Brown Advisory Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Polianta Ltd | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2020 | Q1 2020 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TFS CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2014 | Q1 2014 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
Connacht Asset Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Beck Bode, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 2.61% | 2.61% | 2.61% | Q1 2014 | Q1 2014 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2022 | Q1 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2021 | Q1 2021 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2020 | Q2 2020 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2020 | Q4 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2017 | Q4 2017 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2017 | Q1 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PEAPACK GLADSTONE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
COMPASS FINANCIAL ADVISORS LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2018 | Q3 2018 | 1 |
Carmignac Gestion | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Candlestick Capital Management LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2023 | Q2 2023 | 1 |
Friedberg Investment Management | 1 | 1 | 1.94% | 1.94% | 1.94% | Q3 2017 | Q3 2017 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NWK Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Sustainable Insight Capital Management, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2019 | Q1 2019 | 1 |
PointState Capital LP | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2022 | Q3 2022 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Millrace Asset Group, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2020 | Q2 2020 | 1 |
Ranger Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Trust Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Kovack Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Corton Capital Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Cooper Financial Group | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Curated Wealth Partners LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2020 | Q4 2020 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2019 | Q2 2019 | 1 |
Anomaly Capital Management, LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q3 2023 | Q3 2023 | 1 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
WALL STREET ASSOCIATES | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ibex Investors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2018 | Q1 2018 | 1 |
CWS Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ASB Consultores, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2013 | Q2 2013 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Impax Asset Management (AIFM) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Operose Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 5.24% | 5.24% | 5.24% | Q1 2023 | Q1 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2021 | Q3 2021 | 1 |
Eos Management, L.P. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2023 | Q1 2023 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
BESSEMER SECURITIES LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2022 | Q3 2022 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own POOL CORP or have owned POOL CORP in the past.