Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 74 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 72 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.01% | 0.05% | Q3 2011 | Q3 2023 | 49 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
Retirement Systems of Alabama | 43 | 43 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 27 | 14 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD HOLDINGS GROUP INC | 42 | 42 | 0.07% | 0.31% | 0.56% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.05% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 42 | 42 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.01% | 0.03% | Q2 2012 | Q4 2022 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 27 | 14 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 41 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.02% | 0.07% | 0.27% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 30 | 11 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 41 |
CoreCommodity Management, LLC | 41 | 41 | 0.16% | 0.77% | 1.99% | Q3 2013 | Q3 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Renaissance Technologies | 34 | 6 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 39 |
AQR Capital Management | 20 | 1 | 0.00% | 0.01% | 0.05% | Q4 2012 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 39 |
FMR LLC | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 38 |
PROFUND ADVISORS LLC | 17 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2023 | 38 |
BLACKHILL CAPITAL INC | 35 | 2 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 37 |
M&T BANK CORP | 37 | 37 | 0.01% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2023 | 37 |
SG Americas Securities, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 2 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 36 |
FIDUCIARY COUNSELLING INC | 36 | 36 | 10.00% | 13.81% | 18.21% | Q4 2014 | Q3 2023 | 36 |
Financial Engines Advisors L.L.C. | 22 | 2 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 36 |
Hartford Financial Management Inc. | 29 | 1 | 0.26% | 0.48% | 0.90% | Q2 2013 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 14 | 4 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 27 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Nuveen Asset Management, LLC | 18 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
SEI INVESTMENTS CO | 30 | 4 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 34 |
KENNEDY CAPITAL MANAGEMENT LLC | 34 | 34 | 0.09% | 0.24% | 0.32% | Q2 2015 | Q3 2023 | 34 |
SIT INVESTMENT ASSOCIATES INC | 34 | 34 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.08% | 0.25% | Q2 2015 | Q3 2023 | 34 |
KBC Group NV | 12 | 4 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2022 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.14% | 0.19% | 0.26% | Q2 2013 | Q2 2021 | 33 |
GUGGENHEIM CAPITAL LLC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2022 | 33 |
WASHINGTON TRUST BANK | 32 | 32 | 0.00% | 0.73% | 1.00% | Q2 2013 | Q1 2021 | 32 |
Stelac Advisory Services LLC | 22 | 1 | 0.06% | 0.12% | 0.24% | Q4 2012 | Q3 2021 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
QS Investors, LLC | 29 | 2 | 0.00% | 0.07% | 0.32% | Q2 2013 | Q2 2021 | 31 |
QUADRANT CAPITAL GROUP LLC | 30 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.02% | 0.03% | 0.03% | Q2 2016 | Q4 2023 | 31 |
D. E. Shaw & Co., Inc. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2020 | 31 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 30 | 30 | 0.05% | 0.15% | 0.29% | Q2 2013 | Q3 2020 | 30 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
FIRST TRUST ADVISORS LP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
Asset Management One Co., Ltd. | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Tortoise Investment Management, LLC | 29 | 29 | 0.01% | 0.05% | 0.17% | Q4 2012 | Q4 2019 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.14% | 0.24% | 0.36% | Q4 2015 | Q4 2022 | 29 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 18 | 11 | 0.04% | 0.13% | 0.33% | Q2 2013 | Q3 2020 | 29 |
GLENMEDE TRUST CO NA | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2009 | Q2 2023 | 29 |
PANAGORA ASSET MANAGEMENT INC | 10 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q2 2023 | 29 |
PEAK6 Investments LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
AMALGAMATED BANK | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
BROWN ADVISORY INC | 28 | 28 | 0.00% | 0.03% | 0.14% | Q2 2016 | Q1 2023 | 28 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 27 |
D.A. DAVIDSON & CO. | 17 | 10 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 27 |
Liberty Mutual Group Asset Management Inc. | 22 | 5 | 0.01% | 0.13% | 0.65% | Q2 2013 | Q1 2023 | 27 |
HUNTINGTON NATIONAL BANK | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2011 | Q3 2023 | 27 |
Cutler Group LLC / CA | 6 | 2 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2020 | 26 |
IFP Advisors, Inc | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 26 |
LAZARD ASSET MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 9 | 0.00% | 0.05% | 0.28% | Q3 2014 | Q3 2023 | 26 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q1 2022 | 26 |
HEARTLAND ADVISORS INC | 20 | 5 | 0.39% | 1.00% | 1.52% | Q1 2016 | Q3 2023 | 25 |
AMERICAN CENTURY COMPANIES INC | 11 | 6 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q1 2023 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 2.77% | 3.42% | 4.08% | Q2 2013 | Q2 2019 | 25 |
RAYMOND JAMES & ASSOCIATES | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
Gemmer Asset Management LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2022 | 25 |
MEEDER ASSET MANAGEMENT INC | 12 | 3 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2022 | 25 |
Penserra Capital Management LLC | 19 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2023 | 24 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 10 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2019 | 24 |
GREAT LAKES ADVISORS, LLC | 24 | 24 | 0.00% | 0.10% | 0.29% | Q4 2017 | Q3 2023 | 24 |
FIFTH THIRD BANCORP | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 24 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
State of New Jersey Common Pension Fund D | 17 | 2 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 23 |
Aristotle Atlantic Partners, LLC | 23 | 23 | 0.28% | 0.98% | 2.67% | Q1 2018 | Q3 2023 | 23 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q1 2023 | 23 |
Aperio Group, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2020 | 23 |
Perkins Coie Trust Co | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2021 | 23 |
Ancora Advisors LLC | 22 | 1 | 0.00% | 0.27% | 0.56% | Q4 2016 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
SHELL ASSET MANAGEMENT CO | 13 | 10 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q2 2023 | 23 |
State of Tennessee, Treasury Department | 12 | 1 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2023 | 23 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23 | 23 | 0.12% | 0.20% | 0.27% | Q1 2018 | Q3 2023 | 23 |
Arnhold LLC | 22 | 22 | 0.15% | 0.19% | 0.26% | Q1 2018 | Q2 2023 | 22 |
Advisors Asset Management, Inc. | 17 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 22 |
JANE STREET GROUP, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 22 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 22 |
Radnor Capital Management, LLC | 14 | 1 | 0.08% | 0.12% | 0.16% | Q4 2016 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 19 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
LPL Financial LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 22 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Barnett & Company, Inc. | 22 | 22 | 0.12% | 0.26% | 0.50% | Q2 2013 | Q3 2018 | 22 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2020 | 21 |
MACQUARIE GROUP LTD | 11 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 21 |
Crossmark Global Holdings, Inc. | 14 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 13 | 8 | 0.08% | 0.38% | 0.59% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 21 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 21 |
FULLER & THALER ASSET MANAGEMENT, INC. | 20 | 20 | 0.00% | 0.39% | 0.66% | Q3 2015 | Q2 2020 | 20 |
Zebra Capital Management LLC | 11 | 9 | 0.08% | 0.76% | 1.48% | Q3 2017 | Q1 2023 | 20 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 20 |
ASSETMARK, INC | 20 | 20 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
TORONTO DOMINION BANK | 15 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.38% | 0.68% | 1.11% | Q2 2018 | Q3 2023 | 20 |
U S GLOBAL INVESTORS INC | 18 | 1 | 0.02% | 0.11% | 0.69% | Q4 2017 | Q3 2023 | 20 |
McIlrath & Eck, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
PEAK6 Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 20 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 12 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q2 2021 | 20 |
GAMCO INVESTORS, INC. ET AL | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
People's United Financial, Inc. | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2018 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Mosaic Financial Partners, Inc. | 19 | 19 | 0.36% | 0.97% | 2.12% | Q4 2013 | Q2 2018 | 19 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q1 2022 | 18 |
INTREPID CAPITAL MANAGEMENT INC | 16 | 2 | 0.02% | 1.72% | 3.04% | Q1 2019 | Q3 2023 | 18 |
Paloma Partners Management Co | 7 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2022 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 18 |
NATIXIS ADVISORS, L.P. | 8 | 4 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 18 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q4 2022 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 7 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2017 | 17 |
Patten Group, Inc. | 17 | 17 | 0.00% | 0.08% | 0.18% | Q4 2014 | Q4 2018 | 17 |
WHITTIER TRUST CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Pacer Advisors, Inc. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 17 |
BFSG, LLC | 17 | 17 | 0.86% | 0.99% | 1.21% | Q3 2019 | Q3 2023 | 17 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.05% | 0.24% | Q4 2016 | Q1 2023 | 17 |
First City Capital Management, Inc. | 9 | 1 | 0.09% | 0.13% | 0.18% | Q1 2014 | Q1 2021 | 17 |
Cornerstone Advisors, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2020 | 17 |
Pineno Levin & Ford Asset Management, Inc. | 16 | 16 | 1.08% | 1.30% | 1.49% | Q2 2013 | Q1 2017 | 16 |
NEXT Financial Group, Inc | 13 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2019 | 16 |
Cadence Bank | 16 | 16 | 0.20% | 0.33% | 0.39% | Q4 2019 | Q3 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.01% | 0.85% | 1.43% | Q2 2013 | Q1 2017 | 16 |
HANCOCK WHITNEY CORP | 10 | 1 | 0.01% | 0.05% | 0.11% | Q2 2016 | Q2 2023 | 16 |
Crestwood Advisors Group, LLC | 16 | 16 | 0.01% | 1.20% | 1.50% | Q2 2013 | Q1 2017 | 16 |
Versant Capital Management, Inc | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2023 | 16 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 16 |
ROBERTS GLORE & CO INC /IL/ | 9 | 1 | 0.07% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 16 |
Keeley-Teton Advisors, LLC | 16 | 16 | 0.05% | 0.25% | 0.58% | Q1 2017 | Q4 2020 | 16 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
CWH Capital Management, Inc. | 15 | 15 | 2.70% | 4.12% | 7.28% | Q4 2013 | Q2 2017 | 15 |
Caprock Group, LLC | 13 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 15 |
DUPONT CAPITAL MANAGEMENT CORP | 15 | 15 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q2 2022 | 15 |
EATON VANCE MANAGEMENT | 8 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 15 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 15 |
TRUIST FINANCIAL CORP | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q3 2015 | 15 |
Mariner, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Parallel Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Anchor Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 7 | 4 | 0.00% | 0.42% | 1.55% | Q2 2014 | Q3 2023 | 15 |
FIRST MERCANTILE TRUST CO | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2021 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2018 | 15 |
FIRST NATIONAL BANK OF OMAHA | 14 | 1 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 15 |
JAMES INVESTMENT RESEARCH INC | 11 | 1 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
THIRD AVENUE MANAGEMENT LLC | 15 | 15 | 0.07% | 0.14% | 0.17% | Q1 2020 | Q3 2023 | 15 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 14 |
Foundry Partners, LLC | 9 | 5 | 0.06% | 0.30% | 0.74% | Q1 2019 | Q3 2022 | 14 |
ClariVest Asset Management LLC | 12 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q1 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 13 | 1 | 0.02% | 0.04% | 0.17% | Q4 2018 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 14 |
Grantham, Mayo, Van Otterloo & Co. LLC | 9 | 5 | 0.01% | 0.09% | 0.19% | Q3 2017 | Q3 2023 | 14 |
Ellevest, Inc. | 14 | 14 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q1 2023 | 14 |
Otter Creek Advisors, LLC | 7 | 2 | 0.73% | 1.47% | 2.34% | Q1 2016 | Q4 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
AMICA PENSION FUND BOARD OF TRUSTEES | 13 | 13 | 0.07% | 0.12% | 0.25% | Q2 2014 | Q2 2017 | 13 |
CLEARBRIDGE, LLC | 13 | 13 | 0.11% | 0.19% | 0.34% | Q2 2014 | Q2 2017 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
RMB Capital Management, LLC | 13 | 13 | 0.27% | 0.48% | 0.57% | Q3 2020 | Q3 2023 | 13 |
Advisor Group, Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 13 |
LOOMIS SAYLES & CO L P | 8 | 5 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q2 2022 | 13 |
EagleClaw Capital Managment, LLC | 13 | 13 | 0.25% | 0.66% | 0.75% | Q3 2020 | Q3 2023 | 13 |
Raymond James Financial Services Advisors, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q2 2021 | 13 |
True North Advisors, LLC | 10 | 3 | 0.57% | 0.78% | 0.94% | Q2 2020 | Q3 2023 | 13 |
Campbell & CO Investment Adviser LLC | 6 | 2 | 0.12% | 0.22% | 0.39% | Q2 2017 | Q2 2022 | 13 |
STERLING INVESTMENT MANAGEMENT, LLC | 9 | 4 | 0.15% | 0.22% | 0.39% | Q2 2013 | Q1 2017 | 13 |
OppenheimerFunds, Inc. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 13 |
AMICA MUTUAL INSURANCE CO | 13 | 13 | 0.08% | 0.13% | 0.27% | Q2 2014 | Q2 2017 | 13 |
Convergence Investment Partners, LLC | 7 | 1 | 0.19% | 0.53% | 0.78% | Q3 2013 | Q3 2022 | 13 |
AMUNDI ASSET MANAGEMENT US, INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 13 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 13 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
KESTREL INVESTMENT MANAGEMENT CORP | 8 | 5 | 1.12% | 2.89% | 4.26% | Q3 2016 | Q3 2020 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 13 |
Amica Retiree Medical Trust | 13 | 13 | 0.07% | 0.12% | 0.25% | Q2 2014 | Q2 2017 | 13 |
AXA S.A. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2022 | 13 |
JENNISON ASSOCIATES LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
ADVISORY RESEARCH INC | 12 | 12 | 0.02% | 0.92% | 1.96% | Q2 2019 | Q1 2022 | 12 |
DEPRINCE RACE & ZOLLO INC | 9 | 1 | 0.02% | 0.49% | 0.75% | Q3 2015 | Q3 2022 | 12 |
Vestcor Inc | 7 | 2 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Moors & Cabot, Inc. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
ETRADE Capital Management LLC | 9 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 12 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 12 | 12 | 0.14% | 0.30% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Weather Gauge Advisory, LLC | 12 | 12 | 0.88% | 1.04% | 1.26% | Q4 2018 | Q3 2021 | 12 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 12 |
JANUS HENDERSON GROUP PLC | 9 | 3 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
CAPITAL ONE, NATIONAL ASSOCIATION | 7 | 5 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q1 2018 | 12 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 12 |
GLOBEFLEX CAPITAL L P | 7 | 2 | 0.00% | 0.18% | 0.37% | Q2 2013 | Q3 2021 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
North Star Investment Management Corp. | 5 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2019 | 12 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.01% | 0.06% | 0.30% | Q3 2019 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.08% | 0.11% | 0.16% | Q3 2020 | Q2 2023 | 12 |
Gotham Asset Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2022 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
ClearBridge Investments | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 1 | 0.11% | 0.12% | 0.14% | Q1 2017 | Q4 2022 | 11 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 1 | 0.01% | 0.08% | 0.20% | Q1 2018 | Q3 2023 | 11 |
COMMONWEALTH BANK OF AUSTRALIA | 10 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 11 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q3 2022 | 11 |
Capital Square, LLC | 10 | 1 | 0.06% | 1.28% | 1.89% | Q1 2020 | Q3 2023 | 11 |
RENAISSANCE GROUP LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 11 |
RAYMOND JAMES TRUST N.A. | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2023 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 11 |
FRANKLIN RESOURCES INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.13% | 0.84% | Q2 2013 | Q1 2021 | 11 |
Corbenic Partners LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q2 2022 | 11 |
Wealthcare Advisory Partners LLC | 10 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q1 2021 | 11 |
BRISTOL JOHN W & CO INC /NY/ | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 11 |
RUSSELL FRANK CO/ | 7 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 11 |
Inspire Investing, LLC | 8 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2022 | 11 |
O'Brien Greene & Co. Inc | 11 | 11 | 0.14% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 9 | 2 | 0.04% | 0.05% | 0.07% | Q2 2010 | Q2 2015 | 11 |
Tidal Investments LLC | 11 | 11 | 0.01% | 0.07% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 4 | 3 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2021 | 10 |
C M BIDWELL & ASSOCIATES LTD | 8 | 2 | 0.00% | 0.13% | 0.41% | Q1 2017 | Q2 2021 | 10 |
AlphaCrest Capital Management LLC | 7 | 1 | 0.01% | 0.08% | 0.18% | Q3 2019 | Q3 2022 | 10 |
Catalyst Capital Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
EAGLE ASSET MANAGEMENT INC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Sandy Spring Bank | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2017 | 10 |
Adelante Capital Management LLC | 10 | 10 | 0.03% | 0.24% | 0.71% | Q2 2021 | Q3 2023 | 10 |
MSI Financial Services Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2016 | 10 |
Global Retirement Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
HSBC HOLDINGS PLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2022 | 10 |
CHELSEA COUNSEL CO | 9 | 1 | 0.14% | 0.17% | 0.20% | Q3 2013 | Q1 2016 | 10 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 10 |
Janney Montgomery Scott LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
CIBC WORLD MARKETS CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
MACKENZIE FINANCIAL CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Capital Innovations LLC | 8 | 2 | 2.45% | 2.98% | 4.01% | Q4 2013 | Q3 2016 | 10 |
American Research & Management Co. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
Lee Financial Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CONGRESS ASSET MANAGEMENT CO /MA | 10 | 10 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Tradewinds Capital Management, LLC | 10 | 10 | 0.04% | 0.11% | 0.31% | Q1 2014 | Q2 2016 | 10 |
REGIONS FINANCIAL CORP | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 9 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q2 2023 | 9 |
ALLSTATE CORP | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 9 |
BlueCrest Capital Management Ltd | 6 | 3 | 0.01% | 0.06% | 0.21% | Q2 2016 | Q3 2018 | 9 |
MANNING & NAPIER ADVISORS LLC | 5 | 4 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q2 2017 | 9 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 0.01% | 0.45% | 0.92% | Q2 2015 | Q2 2017 | 9 |
J.P. Morgan Private Wealth Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.07% | Q3 2021 | Q3 2023 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
COLONY GROUP LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2023 | 9 |
SUMMIT CAPITAL MANAGEMENT LLC | 9 | 9 | 1.26% | 2.87% | 3.62% | Q1 2014 | Q1 2016 | 9 |
Keebeck Wealth Management, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 9 |
KEYBANK NATIONAL ASSOCIATION/OH | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2016 | 9 |
Diversified Trust Co | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 9 |
Sutton Wealth Advisors Inc. | 5 | 4 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q4 2022 | 9 |
Mercer Capital Advisers, Inc. | 9 | 9 | 0.10% | 0.12% | 0.14% | Q3 2016 | Q3 2018 | 9 |
Southeastern Asset Management | 9 | 9 | 1.55% | 2.55% | 3.18% | Q4 2018 | Q4 2020 | 9 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 9 |
MACKAY SHIELDS LLC | 5 | 4 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 9 |
STATE OF WISCONSIN INVESTMENT BOARD | 6 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 9 |
WINTON GROUP Ltd | 8 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q1 2023 | 9 |
FORSTA AP-FONDEN | 7 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q4 2019 | 9 |
Millburn Ridgefield Corp | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.21% | 0.44% | Q4 2012 | Q2 2022 | 9 |
Geduld E E | 9 | 9 | 0.20% | 0.24% | 0.29% | Q2 2013 | Q2 2015 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.14% | 0.16% | 0.17% | Q3 2020 | Q3 2022 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2022 | 9 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 9 | 0.09% | 0.25% | 0.43% | Q1 2018 | Q1 2020 | 9 |
ING GROEP NV | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
Steward Partners Investment Advisory, LLC | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2018 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
INCLUSIVE CAPITAL PARTNERS, L.P. | 6 | 2 | 0.99% | 8.32% | 15.58% | Q2 2021 | Q3 2023 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 1 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2015 | 8 |
Intrinsic Edge Capital Management LLC | 5 | 1 | 0.21% | 0.61% | 1.84% | Q4 2016 | Q1 2021 | 8 |
Engineers Gate Manager LP | 5 | 3 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2022 | 8 |
PUTNAM INVESTMENTS LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 8 | 8 | 0.10% | 0.12% | 0.21% | Q2 2013 | Q1 2015 | 8 |
Hendershot Investments Inc. | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Robeco Institutional Asset Management B.V. | 7 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2022 | 8 |
EII CAPITAL MANAGEMENT, INC. | 7 | 1 | 0.05% | 0.13% | 0.39% | Q2 2013 | Q2 2015 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.16% | 0.20% | 0.24% | Q3 2021 | Q2 2023 | 8 |
Ziegler Capital Management, LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Whitnell & Co. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.06% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 8 |
Lindenwold Advisors, INC | 8 | 8 | 0.14% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Amundi | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 8 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 8 |
Jackson Creek Investment Advisors LLC | 5 | 3 | 0.34% | 0.41% | 0.48% | Q3 2020 | Q3 2022 | 8 |
Neuberger Berman Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.02% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
West Coast Financial LLC | 8 | 8 | 0.06% | 0.14% | 0.23% | Q3 2016 | Q2 2018 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2019 | 8 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2021 | 8 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 8 | 8 | 0.33% | 0.44% | 0.53% | Q4 2021 | Q3 2023 | 8 |
TRAN CAPITAL MANAGEMENT, L.P. | 8 | 8 | 0.02% | 0.10% | 0.15% | Q1 2014 | Q4 2015 | 8 |
PWMCO, LLC | 8 | 8 | 0.16% | 1.85% | 2.47% | Q2 2018 | Q1 2020 | 8 |
Miracle Mile Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GW&K Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Hillsdale Investment Management Inc. | 4 | 3 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q2 2021 | 7 |
Barrett Asset Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2012 | Q4 2014 | 7 |
FIL Ltd | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 7 |
NN Investment Partners Holdings N.V. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 7 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 7 | 7 | 0.19% | 0.93% | 1.79% | Q4 2017 | Q2 2019 | 7 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
CENTRAL TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
BREWIN DOLPHIN LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
FIRST INTERSTATE BANK | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q3 2016 | Q1 2018 | 7 |
Piermont Capital Management Inc. | 7 | 7 | 0.15% | 0.20% | 0.28% | Q3 2016 | Q1 2018 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 5 | 2 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q1 2018 | 7 |
IBEX WEALTH ADVISORS | 7 | 7 | 0.36% | 0.46% | 0.52% | Q3 2020 | Q1 2022 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Vident Investment Advisory, LLC | 7 | 7 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q2 2023 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2016 | Q4 2018 | 7 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
South Dakota Investment Council | 7 | 7 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2020 | 7 |
JUPITER ASSET MANAGEMENT LTD | 7 | 7 | 0.02% | 0.18% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Summit Global Investments | 6 | 1 | 0.08% | 0.12% | 0.19% | Q4 2016 | Q4 2018 | 7 |
OTTER CREEK MANAGEMENT INC | 7 | 7 | 0.65% | 1.28% | 2.30% | Q4 2013 | Q2 2015 | 7 |
NEW AMSTERDAM PARTNERS LLC/NY | 7 | 7 | 0.51% | 1.29% | 2.48% | Q2 2017 | Q4 2018 | 7 |
SECOR Capital Advisors, LP | 4 | 1 | 0.04% | 0.30% | 0.66% | Q1 2016 | Q1 2018 | 7 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 3 | 0.01% | 0.03% | 0.08% | Q4 2020 | Q1 2023 | 7 |
FIRST QUADRANT LLC/CA | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2015 | 7 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2019 | 7 |
Holocene Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CSS LLC/IL | 6 | 6 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q4 2019 | 7 |
OXFORD ASSET MANAGEMENT LLP | 7 | 7 | 0.01% | 0.04% | 0.07% | Q2 2017 | Q4 2018 | 7 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q1 2019 | 6 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
SIRIOS CAPITAL MANAGEMENT L P | 6 | 6 | 0.15% | 0.41% | 0.72% | Q4 2020 | Q1 2022 | 6 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2021 | 6 |
SEI TRUST CO | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Patriot Financial Group Insurance Agency, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 6 |
APG Asset Management N.V. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 6 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2023 | 6 |
CAPITAL GROWTH MANAGEMENT LP | 3 | 1 | 0.07% | 0.95% | 2.19% | Q3 2016 | Q2 2020 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
EXANE DERIVATIVES | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q2 2022 | 6 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2022 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2018 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Cetera Investment Advisers | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2018 | 6 |
SCOTIA CAPITAL INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
DEERE & CO | 3 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.30% | 0.31% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Prestige Wealth Management Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Assenagon Asset Management S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.04% | 0.05% | Q4 2017 | Q2 2019 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 6 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 6 |
Phocas Financial Corp. | 3 | 3 | 0.03% | 0.23% | 0.58% | Q2 2013 | Q3 2018 | 6 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 6 | 6 | 0.10% | 0.15% | 0.18% | Q2 2013 | Q3 2014 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2018 | Q2 2019 | 6 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 6 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
OLD NATIONAL BANCORP /IN/ | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2023 | 6 |
Versor Investments LP | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 6 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BW Gestao de Investimentos Ltda. | 5 | 5 | 0.11% | 0.22% | 0.30% | Q1 2018 | Q1 2019 | 5 |
Cutter & CO Brokerage, Inc. | 5 | 5 | 0.08% | 0.11% | 0.14% | Q1 2014 | Q1 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
361 CAPITAL LLC | 3 | 1 | 0.22% | 0.47% | 0.80% | Q1 2017 | Q3 2018 | 5 |
BARD ASSOCIATES INC | 5 | 5 | 1.53% | 1.62% | 1.70% | Q3 2022 | Q3 2023 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Point72 Hong Kong Ltd | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
MAI Capital Management | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.07% | 0.12% | 0.21% | Q4 2014 | Q1 2016 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2014 | 5 |
Sumitomo Mitsui Trust Holdings, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cullen Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.03% | 0.04% | Q2 2019 | Q2 2020 | 5 |
DENALI ADVISORS LLC | 5 | 5 | 0.00% | 0.15% | 0.58% | Q2 2022 | Q2 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Valeo Financial Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
T. Rowe Price Investment Management, Inc. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2018 | Q3 2019 | 5 |
ROYCE & ASSOCIATES LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q1 2019 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.20% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.05% | 0.17% | 0.20% | Q2 2013 | Q2 2014 | 5 |
Cambridge Investment Research Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2020 | 5 |
Fieldpoint Private Securities, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Stockman Wealth Management, Inc. | 5 | 5 | 0.19% | 0.26% | 0.34% | Q4 2014 | Q4 2015 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Neo Ivy Capital Management | 2 | 1 | 0.04% | 0.28% | 0.52% | Q4 2018 | Q2 2022 | 5 |
State of Wyoming | 4 | 1 | 0.01% | 0.05% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Princeton Alpha Management LP | 5 | 5 | 0.05% | 0.08% | 0.12% | Q1 2014 | Q1 2015 | 5 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 5 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q4 2014 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 5 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 5 |
Rehmann Capital Advisory Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 5 |
Occidental Asset Management, LLC | 5 | 5 | 0.12% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
River Road Asset Management, LLC | 5 | 5 | 0.01% | 0.05% | 0.08% | Q3 2013 | Q3 2014 | 5 |
Argent Trust Co | 5 | 5 | 0.05% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Capital Research Global Investors | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Rock Point Advisors, LLC | 5 | 5 | 1.36% | 1.43% | 1.52% | Q3 2022 | Q3 2023 | 5 |
HAP Trading, LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2020 | 5 |
Rise Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROPES WEALTH ADVISORS LLC | 3 | 2 | 0.00% | 0.11% | 0.18% | Q3 2017 | Q1 2023 | 5 |
Huber Capital Management LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
IndexIQ Advisors LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 5 |
Forward Management, LLC | 5 | 5 | 0.28% | 0.39% | 0.57% | Q3 2021 | Q3 2022 | 5 |
Man Group plc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.04% | 0.07% | 0.08% | Q4 2015 | Q3 2020 | 5 |
Private Ocean, LLC | 5 | 5 | 0.00% | 0.10% | 0.41% | Q4 2018 | Q4 2019 | 5 |
PEREGRINE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.13% | 0.26% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q1 2014 | Q1 2015 | 5 |
Artemis Investment Management LLP | 4 | 4 | 0.02% | 0.09% | 0.21% | Q4 2019 | Q3 2020 | 4 |
CENTRAL BANK & TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
FORA Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.52% | 0.66% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Dynamic Capital Management Ltd | 3 | 1 | 0.04% | 0.07% | 0.10% | Q3 2015 | Q4 2016 | 4 |
PATTEN & PATTEN INC/TN | 4 | 4 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q1 2014 | 4 |
GRIMES & COMPANY, INC. | 4 | 4 | 0.03% | 0.05% | 0.09% | Q1 2015 | Q4 2015 | 4 |
Cipher Capital LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Pearl River Capital, LLC | 1 | 1 | 0.04% | 0.10% | 0.21% | Q1 2019 | Q2 2022 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.07% | 0.26% | Q3 2018 | Q1 2023 | 4 |
SUNTRUST BANKS INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Fulcrum Asset Management LLP | 2 | 1 | 0.58% | 0.63% | 0.68% | Q2 2020 | Q1 2022 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2017 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 4 |
Spot Trading L.L.C | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q1 2017 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q2 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PDT Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2015 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Freedom Investment Management, Inc. | 4 | 4 | 0.03% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Camelot Portfolios, LLC | 4 | 4 | 0.28% | 0.38% | 0.46% | Q3 2022 | Q2 2023 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2015 | Q2 2021 | 4 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Cannell & Co. | 4 | 4 | 0.02% | 0.20% | 0.38% | Q1 2016 | Q4 2016 | 4 |
BALASA DINVERNO & FOLTZ LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2022 | 4 |
Rafferty Asset Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q4 2021 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.21% | 0.22% | 0.24% | Q4 2013 | Q3 2014 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DUALITY ADVISERS, LP | 2 | 1 | 0.09% | 0.14% | 0.25% | Q3 2020 | Q2 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.10% | 0.17% | 0.20% | Q2 2013 | Q1 2014 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
Veritable, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Signature Financial Management, Inc. | 4 | 4 | 0.74% | 0.97% | 1.55% | Q1 2018 | Q4 2018 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Invictus RG Pte. Ltd. | 3 | 1 | 0.02% | 0.24% | 0.34% | Q2 2013 | Q1 2015 | 4 |
Bridgewater Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2019 | 4 |
INTEGRATED WEALTH COUNSEL, LLC | 4 | 4 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
EVERETT HARRIS & CO /CA/ | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
American Portfolios Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Quadrature Capital Ltd | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q1 2021 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.10% | 0.16% | Q2 2021 | Q1 2023 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 3 | 3 | 0.93% | 1.02% | 1.13% | Q2 2015 | Q4 2015 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 3 | 0.02% | 0.08% | 0.15% | Q2 2019 | Q4 2019 | 3 |
ALPHA WINDWARD LLC | 3 | 3 | 0.27% | 0.30% | 0.32% | Q1 2020 | Q3 2020 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
RAINIER INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.15% | 0.21% | 0.28% | Q2 2013 | Q4 2013 | 3 |
MAIRS & POWER INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
KEELEY ASSET MANAGEMENT CORP | 3 | 3 | 0.04% | 0.06% | 0.07% | Q2 2016 | Q4 2016 | 3 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 0.72% | 1.76% | 3.02% | Q2 2020 | Q4 2020 | 3 |
Kistler-Tiffany Companies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Inspire Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Echo Street Capital Management LLC | 3 | 3 | 0.07% | 0.13% | 0.16% | Q3 2018 | Q1 2019 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Quantedge Capital Pte Ltd | 2 | 1 | 0.12% | 0.16% | 0.18% | Q2 2021 | Q2 2022 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q3 2022 | 3 |
Lombard Odier Asset Management (Europe) Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2021 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q2 2022 | 3 |
BOSTON ADVISORS LLC | 3 | 3 | 0.00% | 0.11% | 0.18% | Q3 2017 | Q1 2018 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.11% | 0.18% | 0.28% | Q4 2016 | Q4 2017 | 3 |
Uniplan Investment Counsel, Inc. | 3 | 3 | 0.72% | 0.74% | 0.76% | Q4 2021 | Q2 2022 | 3 |
SYNOVUS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2016 | Q3 2016 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.05% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 3 |
FRIESS ASSOCIATES LLC | 3 | 3 | 0.83% | 0.86% | 0.90% | Q1 2017 | Q3 2017 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Capital Analysts, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
BAILARD, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Artisan Partners Limited Partnership | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Golden Green, Inc. | 3 | 3 | 0.23% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Regent Investment Management LLC | 3 | 3 | 0.11% | 0.17% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q2 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
DekaBank Deutsche Girozentrale | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 3 |
Smithfield Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 3 |
Numeric Investors LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
BI Asset Management Fondsmaeglerselskab A/S | 3 | 3 | 0.03% | 0.08% | 0.17% | Q2 2021 | Q4 2021 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
WRAPMANAGER INC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SVB WEALTH LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Invictus RG | 2 | 1 | 0.00% | 0.14% | 0.32% | Q2 2016 | Q3 2017 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Security National Bank | 3 | 3 | 0.44% | 0.58% | 0.67% | Q1 2018 | Q3 2018 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.07% | 0.11% | 0.14% | Q2 2017 | Q4 2017 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
HighTower Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
BCWM, LLC | 3 | 3 | 0.23% | 0.32% | 0.37% | Q2 2015 | Q4 2015 | 3 |
Intersect Capital LLC | 3 | 3 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q2 2021 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
AMG National Trust Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2013 | 3 |
Pine River Capital Management L.P. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q1 2015 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
DENVER INVESTMENT ADVISORS LLC | 3 | 3 | 0.09% | 0.58% | 0.87% | Q1 2016 | Q3 2016 | 3 |
ArrowMark Colorado Holdings LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q3 2016 | Q3 2020 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.15% | 0.23% | Q1 2018 | Q2 2023 | 3 |
Granite Investment Partners, LLC | 3 | 3 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Founders Capital Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2023 | 3 |
Fractal Investments LLC | 3 | 3 | 0.10% | 0.12% | 0.15% | Q4 2021 | Q2 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q3 2018 | 2 |
INCEPTIONR LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Capital International Investors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
BOKF, NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.90% | 1.06% | 1.22% | Q2 2016 | Q3 2016 | 2 |
NKCFO LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q1 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
SYMONS CAPITAL MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2013 | Q4 2013 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.14% | 0.24% | 0.34% | Q1 2021 | Q1 2022 | 2 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q3 2021 | Q4 2021 | 2 |
SFMG, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Cypress Capital Group | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
SMITH ASSET MANAGEMENT GROUP LP | 2 | 2 | 0.11% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Poplar Forest Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.12% | 0.14% | Q1 2019 | Q1 2021 | 2 |
CenterStar Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2020 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
SG Capital Management LLC | 1 | 1 | 0.45% | 2.02% | 3.60% | Q1 2017 | Q4 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
THOMAS WHITE INTERNATIONAL LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Benson Investment Management Company, Inc. | 2 | 2 | 1.31% | 1.37% | 1.42% | Q4 2022 | Q1 2023 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 0.15% | 0.20% | 0.24% | Q2 2016 | Q3 2016 | 2 |
Ceredex Value Advisors LLC | 2 | 2 | 0.20% | 0.21% | 0.21% | Q1 2023 | Q2 2023 | 2 |
Field & Main Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
6 Meridian | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2018 | Q4 2018 | 2 |
CLINTON GROUP INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2014 | Q4 2014 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PRUDENTIAL PLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q1 2021 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.13% | 0.20% | Q1 2016 | Q3 2022 | 2 |
Quantamental Technologies LLC | 1 | 1 | 0.05% | 0.11% | 0.18% | Q2 2019 | Q3 2020 | 2 |
Ifrah Financial Services, Inc. | 2 | 2 | 0.31% | 0.32% | 0.32% | Q1 2018 | Q2 2018 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bowling Portfolio Management LLC | 1 | 1 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2020 | 2 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 2 |
DECADE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.11% | 0.17% | Q2 2015 | Q3 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Carolina Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Legato Capital Management LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q4 2017 | 2 |
TFS CAPITAL LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q1 2014 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q1 2023 | 2 |
FIRST MIDWEST BANK TRUST DIVISION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2020 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q1 2016 | Q2 2016 | 2 |
AGF Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Harrison Street Securities, LLC | 2 | 2 | 1.74% | 1.76% | 1.77% | Q1 2014 | Q2 2014 | 2 |
Cannell Capital | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q4 2014 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
KGH Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Aston Asset Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q2 2014 | 2 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
1060 Capital, LLC | 2 | 2 | 8.32% | 9.14% | 9.96% | Q4 2016 | Q1 2017 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Vanguard Personalized Indexing Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Land & Buildings Investment Management | 2 | 2 | 2.28% | 2.65% | 3.02% | Q3 2020 | Q4 2020 | 2 |
Abacus Planning Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Cresset Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2013 | Q4 2013 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Caption Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
COMMERCE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
GRS Advisors, LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NatWest Group plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Athanor Capital, LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
Platte River Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
FIRST HAWAIIAN BANK | 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 |
Pictet Asset Management Holding SA | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
MQS Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CPWM, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2016 | Q3 2016 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Checchi Capital Advisers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SAC Capital Advisors LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nair Vinay | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
REDMONT WEALTH ADVISORS LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Citizens Business Bank | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2013 | Q2 2013 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 3.23% | 3.23% | 3.23% | Q4 2013 | Q4 2013 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
LUCUS ADVISORS LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2017 | Q2 2017 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
NORDEA INVESTMENT MANAGEMENT AB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CHICAGO EQUITY PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DoubleLine ETF Adviser LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
LionEye Capital Management LLC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2013 | Q3 2013 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mitsubishi UFJ Trust & Banking Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ranger Global Real Estate Advisors, LLC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q3 2022 | Q3 2022 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Crestline Management, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
ATTICUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2020 | Q3 2020 | 1 |
PCJ Investment Counsel Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
BERKLEY W R CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Atom Investors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
abrdn plc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2021 | Q1 2021 | 1 |
Winslow, Evans & Crocker, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Matarin Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
NORTHERN TRUST CO OF CONNECTICUT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2017 | Q1 2017 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2021 | Q2 2021 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Alpha Paradigm Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
Cove Street Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FSI GROUP, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2016 | Q1 2016 | 1 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Clearview Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
MAINSTREAM INVESTMENT ADVISERS LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2013 | Q2 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
World Asset Management Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own POTLATCHDELTIC CORPORATION or have owned POTLATCHDELTIC CORPORATION in the past.