Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 82 |
Citadel Advisors | 29 | 12 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 71 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 67 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 58 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.03% | 0.20% | Q3 2011 | Q3 2023 | 49 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 48 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 47 |
HUNTINGTON NATIONAL BANK | 21 | 1 | 0.00% | 0.00% | 0.03% | Q1 2009 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.08% | 0.35% | 1.70% | Q2 2010 | Q3 2023 | 44 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.03% | 0.12% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 43 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 43 |
TRUST CO OF TOLEDO NA /OH/ | 43 | 43 | 0.04% | 0.12% | 0.48% | Q2 2013 | Q4 2023 | 43 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.03% | 0.04% | 0.09% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.00% | 0.00% | 0.03% | Q4 2012 | Q3 2023 | 43 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.09% | Q2 2012 | Q4 2022 | 42 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 42 | 42 | 0.20% | 1.08% | 2.76% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.05% | 0.18% | Q4 2012 | Q1 2023 | 42 |
KARPAS STRATEGIES, LLC | 42 | 42 | 0.84% | 1.25% | 3.13% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.80% | 1.47% | 2.07% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.02% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
State of Alaska, Department of Revenue | 42 | 42 | 0.01% | 0.17% | 0.94% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.07% | 0.38% | 1.62% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SCHULHOFF & CO INC | 42 | 42 | 0.55% | 0.85% | 2.07% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.07% | 0.21% | 1.18% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
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 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Renaissance Technologies | 41 | 41 | 0.00% | 0.09% | 0.41% | Q2 2013 | Q2 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 25 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.03% | 0.05% | 0.10% | Q3 2013 | Q3 2023 | 41 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q3 2023 | 40 |
THIRD AVENUE MANAGEMENT LLC | 40 | 40 | 0.03% | 3.53% | 5.49% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.06% | 0.22% | 0.70% | Q4 2013 | Q3 2023 | 40 |
LPL Financial LLC | 27 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 27 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 23 | 4 | 0.00% | 0.02% | 0.25% | Q2 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 21 | 1 | 0.00% | 0.03% | 0.33% | Q4 2006 | Q3 2020 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 18 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Hamilton Point Investment Advisors, LLC | 23 | 16 | 0.08% | 0.36% | 1.95% | Q4 2013 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
SPINNAKER TRUST | 39 | 39 | 0.02% | 0.16% | 1.00% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 39 |
CoreCommodity Management, LLC | 32 | 2 | 0.03% | 0.76% | 1.44% | Q3 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 39 |
SHELTON CAPITAL MANAGEMENT | 27 | 12 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q2 2023 | 39 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 38 |
TWO SIGMA ADVISERS, LP | 38 | 38 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q1 2023 | 38 |
SHELL ASSET MANAGEMENT CO | 29 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
PEAK6 Group LLC | 15 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q2 2018 | 37 |
Hartford Financial Management Inc. | 31 | 6 | 0.02% | 0.32% | 2.36% | Q2 2013 | Q3 2023 | 37 |
CENTRAL SECURITIES CORP | 37 | 37 | 2.43% | 3.55% | 4.59% | Q3 2014 | Q3 2023 | 37 |
FIRST TRUST ADVISORS LP | 17 | 8 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 37 |
PROFUND ADVISORS LLC | 27 | 10 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 37 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
AMALGAMATED BANK | 34 | 3 | 0.02% | 0.04% | 0.20% | Q3 2013 | Q3 2023 | 37 |
FULLER & THALER ASSET MANAGEMENT, INC. | 34 | 2 | 0.00% | 0.91% | 1.80% | Q2 2013 | Q3 2023 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 33 | 1 | 0.00% | 0.04% | 0.52% | Q3 2013 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.03% | 0.04% | 0.10% | Q2 2013 | Q1 2022 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
BESSEMER GROUP INC | 17 | 2 | 0.00% | 0.01% | 0.27% | Q2 2013 | Q3 2023 | 36 |
Asset Management One Co., Ltd. | 28 | 8 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.08% | 0.14% | 0.46% | Q2 2013 | Q1 2022 | 36 |
Timber Creek Capital Management LLC | 35 | 35 | 0.01% | 1.66% | 2.42% | Q1 2015 | Q3 2023 | 35 |
State of Tennessee, Treasury Department | 15 | 4 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
Spot Trading L.L.C | 10 | 5 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2017 | 35 |
M&T BANK CORP | 22 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 13 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 35 |
CITY HOLDING CO | 34 | 34 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2022 | 34 |
WHITTIER TRUST CO | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Stelac Advisory Services LLC | 24 | 1 | 0.05% | 0.10% | 0.21% | Q4 2012 | Q3 2021 | 34 |
Nuveen Asset Management, LLC | 18 | 16 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Global Alpha Capital Management Ltd. | 33 | 33 | 1.44% | 2.55% | 4.48% | Q3 2015 | Q3 2023 | 33 |
SEI INVESTMENTS CO | 20 | 13 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 33 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 33 | 33 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 30 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.13% | 0.22% | 0.34% | Q2 2013 | Q2 2021 | 33 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Advisory Services Network, LLC | 27 | 6 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 33 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 32 |
D. E. Shaw & Co., Inc. | 8 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 32 |
GUGGENHEIM CAPITAL LLC | 27 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2022 | 32 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 32 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 31 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 32 |
GRACE & WHITE INC /NY | 32 | 32 | 0.05% | 0.54% | 1.21% | Q4 2013 | Q3 2021 | 32 |
FRANKLIN STREET ADVISORS INC /NC | 12 | 8 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q4 2023 | 32 |
HSBC HOLDINGS PLC | 27 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q4 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2020 | 31 |
Creative Planning | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 30 |
Adams Asset Advisors, LLC | 16 | 1 | 0.03% | 0.04% | 0.08% | Q4 2014 | Q2 2023 | 30 |
Evercore Wealth Management, LLC | 30 | 30 | 0.01% | 0.03% | 0.23% | Q2 2013 | Q3 2020 | 30 |
MUFG Americas Holdings Corp | 19 | 1 | 0.00% | 0.04% | 0.12% | Q4 2010 | Q3 2022 | 30 |
LS Investment Advisors, LLC | 29 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 30 |
FMR LLC | 21 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 30 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 20 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 29 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 18 | 11 | 0.08% | 0.32% | 1.02% | Q2 2013 | Q3 2020 | 29 |
COMMERCE BANK | 25 | 4 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2022 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2020 | 29 |
JANUS HENDERSON GROUP PLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 26 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
ST GERMAIN D J CO INC | 25 | 3 | 0.00% | 0.97% | 2.14% | Q4 2016 | Q4 2023 | 28 |
WEATHERLY ASSET MANAGEMENT L. P. | 23 | 1 | 0.02% | 0.07% | 0.20% | Q2 2014 | Q2 2022 | 27 |
Tortoise Investment Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.03% | Q4 2012 | Q2 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2019 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.13% | 0.28% | 0.89% | Q2 2013 | Q4 2019 | 27 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q1 2022 | 27 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q1 2023 | 27 |
Clearstead Trust, LLC | 26 | 26 | 0.02% | 0.23% | 0.37% | Q4 2016 | Q1 2023 | 26 |
Pacer Advisors, Inc. | 11 | 1 | 0.00% | 0.03% | 0.08% | Q2 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 26 |
Perkins Coie Trust Co | 26 | 26 | 0.02% | 0.03% | 0.07% | Q4 2013 | Q1 2020 | 26 |
IFP Advisors, Inc | 14 | 4 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2022 | 26 |
MACQUARIE GROUP LTD | 14 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.07% | 0.16% | Q3 2013 | Q1 2020 | 26 |
MARATHON ASSET MANAGEMENT LLP | 25 | 25 | 0.20% | 0.70% | 0.95% | Q2 2015 | Q2 2021 | 25 |
BLUESTEIN R H & CO LLC | 8 | 1 | 0.01% | 0.03% | 0.24% | Q2 2013 | Q3 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 25 |
Neuberger Berman Group LLC | 17 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 1.24% | 1.60% | 2.41% | Q2 2013 | Q2 2019 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
EXENCIAL WEALTH ADVISORS, LLC | 16 | 9 | 0.39% | 0.67% | 0.89% | Q1 2013 | Q2 2019 | 25 |
Parallel Advisors, LLC | 15 | 10 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Rafferty Asset Management, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2021 | 25 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q1 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 17 | 7 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q2 2021 | 24 |
GAMBLE JONES INVESTMENT COUNSEL | 9 | 6 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 10 | 2 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 23 |
BDO Wealth Advisors, LLC | 22 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
TELEMUS CAPITAL, LLC | 23 | 23 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q2 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.04% | 0.05% | 0.08% | Q1 2018 | Q3 2023 | 23 |
DIMENSIONAL FUND ADVISORS LP | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Hanson & Doremus Investment Management | 23 | 23 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2018 | 23 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 10 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q4 2019 | 22 |
Grisanti Capital Management LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2019 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2018 | 22 |
Mercer Capital Advisers, Inc. | 22 | 22 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2020 | 22 |
Parallax Volatility Advisers, L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 22 |
BAHL & GAYNOR INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 22 |
MITCHELL SINKLER & STARR/PA | 22 | 22 | 0.23% | 0.82% | 2.56% | Q2 2013 | Q3 2018 | 22 |
Southeast Asset Advisors Inc. | 21 | 1 | 0.42% | 2.61% | 3.59% | Q3 2014 | Q2 2020 | 22 |
Baird Financial Group, Inc. | 18 | 4 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q1 2021 | 22 |
SEGALL BRYANT & HAMILL, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q1 2022 | 21 |
KBC Group NV | 11 | 10 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2020 | 21 |
BOKF, NA | 9 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2019 | 21 |
People's United Financial, Inc. | 17 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Cambridge Investment Research Advisors, Inc. | 15 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.02% | 0.30% | Q3 2013 | Q4 2020 | 21 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.18% | Q3 2013 | Q4 2022 | 21 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2018 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.74% | 2.02% | 2.99% | Q2 2013 | Q2 2018 | 21 |
ZACKS INVESTMENT MANAGEMENT | 16 | 2 | 0.02% | 0.13% | 0.49% | Q2 2013 | Q2 2022 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Cutler Group LLC / CA | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2018 | 21 |
VICTORY CAPITAL MANAGEMENT INC | 19 | 1 | 0.00% | 0.10% | 0.14% | Q4 2014 | Q3 2023 | 21 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.05% | 0.37% | Q1 2014 | Q3 2023 | 21 |
CWM, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 21 |
NOMURA HOLDINGS INC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2017 | 21 |
Impax Asset Management Group plc | 21 | 21 | 0.73% | 1.16% | 1.67% | Q3 2018 | Q3 2023 | 21 |
AMERICAN CENTURY COMPANIES INC | 8 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
DekaBank Deutsche Girozentrale | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2019 | 20 |
ROOSEVELT INVESTMENT GROUP LLC | 11 | 9 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q3 2022 | 20 |
Xcel Wealth Management, LLC | 20 | 20 | 0.12% | 0.37% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Hudock, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2018 | 20 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 20 |
Carroll Financial Associates, Inc. | 14 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Old Port Advisors | 18 | 1 | 0.76% | 1.25% | 2.13% | Q2 2018 | Q3 2023 | 20 |
LAZARD ASSET MANAGEMENT LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 20 |
STRS OHIO | 9 | 1 | 0.00% | 0.10% | 0.51% | Q2 2013 | Q4 2022 | 20 |
BROWN BROTHERS HARRIMAN & CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2023 | 19 |
Lantz Financial LLC | 19 | 19 | 0.45% | 0.68% | 0.87% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.00% | 0.16% | 1.95% | Q2 2013 | Q4 2017 | 19 |
KEYBANK NATIONAL ASSOCIATION/OH | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
St. Johns Investment Management Company, LLC | 18 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2020 | 19 |
Financial Architects, Inc | 13 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 19 |
Ledyard National Bank | 18 | 18 | 0.00% | 0.12% | 1.41% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2017 | 18 |
AdvisorNet Financial, Inc | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2017 | 18 |
MEEDER ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2022 | 18 |
U S GLOBAL INVESTORS INC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q2 2023 | 18 |
ArrowMark Colorado Holdings LLC | 18 | 18 | 0.06% | 0.16% | 0.35% | Q3 2014 | Q4 2018 | 18 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 0.30% | 0.45% | 0.79% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 18 |
PITTENGER & ANDERSON INC | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 18 |
Baystate Wealth Management LLC | 16 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 18 |
Gemmer Asset Management LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 18 |
EXANE DERIVATIVES | 9 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 17 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2022 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 17 |
Highlander Capital Management, LLC | 17 | 17 | 0.09% | 0.23% | 0.72% | Q4 2013 | Q4 2017 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2019 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.29% | 0.44% | 0.66% | Q2 2013 | Q2 2017 | 17 |
AFAM CAPITAL, INC. | 17 | 17 | 0.10% | 0.15% | 0.30% | Q4 2013 | Q4 2017 | 17 |
FIRST QUADRANT LLC/CA | 7 | 1 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q4 2021 | 17 |
ONTARIO TEACHERS PENSION PLAN BOARD | 11 | 6 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q4 2022 | 17 |
PUTNAM INVESTMENTS LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 17 |
BFSG, LLC | 17 | 17 | 0.35% | 0.41% | 0.47% | Q3 2019 | Q3 2023 | 17 |
STERLING INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.16% | 0.29% | 0.40% | Q2 2013 | Q1 2017 | 16 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2020 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Allianz Asset Management GmbH | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 16 |
Rockefeller Capital Management L.P. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q4 2022 | 16 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 14 | 2 | 0.00% | 0.07% | 0.76% | Q3 2011 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.11% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 16 |
World Asset Management Inc | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 16 |
REAL ESTATE MANAGEMENT SERVICES LLC | 16 | 16 | 0.21% | 2.87% | 4.84% | Q4 2015 | Q3 2019 | 16 |
BENNICAS & ASSOCIATES, INC. | 10 | 6 | 0.25% | 0.58% | 1.39% | Q2 2013 | Q4 2022 | 16 |
NUANCE INVESTMENTS, LLC | 16 | 16 | 0.05% | 0.21% | 0.47% | Q4 2013 | Q3 2017 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ALPHA WINDWARD LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2020 | 16 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 16 |
AllSquare Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 12 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 15 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 7 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2021 | 15 |
ROBERTS GLORE & CO INC /IL/ | 5 | 1 | 0.06% | 0.11% | 0.17% | Q2 2013 | Q1 2022 | 15 |
MONTAG A & ASSOCIATES INC | 12 | 3 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 15 |
CANADA PENSION PLAN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2020 | 15 |
CWS Financial Advisors, LLC | 8 | 7 | 0.18% | 0.26% | 0.37% | Q4 2019 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.01% | 0.02% | 0.03% | Q3 2011 | Q3 2015 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Robeco Institutional Asset Management B.V. | 11 | 2 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
PARADIGM ASSET MANAGEMENT CO LLC | 7 | 1 | 0.01% | 0.05% | 0.19% | Q2 2013 | Q3 2020 | 15 |
IBM Retirement Fund | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
DEPRINCE RACE & ZOLLO INC | 10 | 5 | 0.49% | 0.84% | 1.17% | Q1 2017 | Q2 2021 | 15 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 15 | 0.01% | 0.07% | 0.12% | Q1 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
RATIONAL ADVISORS LLC | 13 | 2 | 0.11% | 0.25% | 0.37% | Q4 2009 | Q4 2013 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2017 | 15 |
NORTH AMERICAN MANAGEMENT CORP | 15 | 15 | 0.05% | 0.09% | 0.21% | Q2 2013 | Q4 2016 | 15 |
ZEKE CAPITAL ADVISORS, LLC | 15 | 15 | 0.01% | 0.05% | 0.12% | Q3 2018 | Q1 2022 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2018 | 15 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OppenheimerFunds, Inc. | 8 | 6 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q1 2019 | 14 |
AMG National Trust Bank | 10 | 4 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q1 2021 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 14 | 0.03% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cipher Capital LP | 6 | 1 | 0.04% | 0.20% | 0.46% | Q4 2013 | Q3 2022 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.52% | 1.29% | 2.74% | Q2 2013 | Q3 2016 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 14 |
DAVENPORT & Co LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2016 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q1 2023 | 14 |
Capital Analysts, LLC | 8 | 2 | 0.00% | 0.09% | 0.33% | Q4 2012 | Q2 2023 | 14 |
Point72 Hong Kong Ltd | 5 | 1 | 0.00% | 0.05% | 0.12% | Q4 2015 | Q2 2021 | 14 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 3 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2019 | 14 |
Proficio Capital Partners LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 14 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 13 |
FOSTER DYKEMA CABOT & CO INC/MA | 8 | 5 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q1 2018 | 13 |
BNP Paribas Asset Management Holding S.A. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2018 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 13 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.04% | 0.19% | Q1 2015 | Q3 2023 | 13 |
NKCFO LLC | 13 | 13 | 1.40% | 1.66% | 2.02% | Q3 2020 | Q3 2023 | 13 |
NEXT Financial Group, Inc | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2017 | 13 |
OPTIMUM INVESTMENT ADVISORS | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 13 |
Paloma Partners Management Co | 5 | 1 | 0.01% | 0.05% | 0.17% | Q3 2013 | Q2 2020 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
TD ASSET MANAGEMENT INC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 13 |
Southeastern Asset Management | 13 | 13 | 0.02% | 1.30% | 2.16% | Q4 2013 | Q4 2016 | 13 |
D'Orazio & Associates, Inc. | 12 | 1 | 0.00% | 0.65% | 2.10% | Q4 2013 | Q4 2020 | 13 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 13 | 13 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Catalyst Capital Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 13 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2020 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
FIRST INTERSTATE BANK | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2018 | 13 |
Valeo Financial Advisors, LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 13 |
COMMONWEALTH BANK OF AUSTRALIA | 9 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2019 | 13 |
Virtu KCG Holdings LLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 12 |
Cordasco Financial Network | 12 | 12 | 0.01% | 0.50% | 1.89% | Q4 2013 | Q3 2016 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
NewEdge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
AlphaCrest Capital Management LLC | 6 | 2 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q2 2022 | 12 |
Amica Retiree Medical Trust | 12 | 12 | 0.06% | 0.11% | 0.22% | Q3 2014 | Q2 2017 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
BRAVE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 3 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2020 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 12 |
OAKBROOK INVESTMENTS LLC | 5 | 3 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 12 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q1 2019 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
REGIONS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 12 |
AMICA PENSION FUND BOARD OF TRUSTEES | 12 | 12 | 0.06% | 0.11% | 0.22% | Q3 2014 | Q2 2017 | 12 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 12 |
AMICA MUTUAL INSURANCE CO | 12 | 12 | 0.07% | 0.12% | 0.24% | Q3 2014 | Q2 2017 | 12 |
FORSTA AP-FONDEN | 12 | 12 | 0.02% | 0.04% | 0.07% | Q1 2017 | Q4 2019 | 12 |
Lehman Financial Resources, Inc. | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2012 | Q3 2015 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Verition Fund Management LLC | 4 | 1 | 0.00% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Kistler-Tiffany Companies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 12 |
AGF Investments LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q2 2022 | 12 |
VAN ECK ASSOCIATES CORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Itau Unibanco Holding S.A. | 9 | 3 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 12 |
AVIVA PLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 12 |
Mariner, LLC | 7 | 5 | 0.00% | 0.11% | 0.56% | Q2 2013 | Q3 2023 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2016 | 12 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.05% | 0.12% | Q3 2013 | Q3 2019 | 12 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 12 | 12 | 0.11% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
ROYAL LONDON ASSET MANAGEMENT LTD | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2020 | 12 |
WEBSTER BANK, N. A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 11 |
NATIXIS ADVISORS, L.P. | 7 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 11 |
AMP Capital Investors Ltd | 8 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 11 |
Sugarloaf Wealth Management, LLC | 9 | 2 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 11 |
CapWealth Advisors, LLC | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Point72 Asset Management, L.P. | 6 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 11 |
FIELDPOINT PRIVATE ADVISORS, INC | 11 | 11 | 1.02% | 1.43% | 2.32% | Q2 2013 | Q4 2015 | 11 |
FIDUCIARY TRUST CO | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2016 | 11 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2021 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q4 2018 | 11 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2018 | 10 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
CHELSEA COUNSEL CO | 9 | 1 | 0.14% | 0.19% | 0.31% | Q3 2013 | Q1 2016 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q4 2018 | 10 |
Capital Innovations LLC | 8 | 2 | 1.94% | 3.27% | 5.12% | Q4 2013 | Q3 2016 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2020 | 10 |
CIBC WORLD MARKETS CORP | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2023 | 10 |
First Affirmative Financial Network | 10 | 10 | 0.23% | 0.28% | 0.32% | Q3 2021 | Q4 2023 | 10 |
Socorro Asset Management LP | 10 | 10 | 3.16% | 3.56% | 4.01% | Q2 2021 | Q3 2023 | 10 |
Cutter & CO Brokerage, Inc. | 10 | 10 | 0.28% | 0.77% | 1.02% | Q4 2013 | Q1 2016 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2022 | 10 |
Belpointe Asset Management LLC | 7 | 1 | 0.00% | 0.08% | 0.14% | Q3 2018 | Q1 2023 | 10 |
Lakeshore Capital, LLC | 10 | 10 | 4.87% | 6.39% | 9.19% | Q2 2013 | Q3 2015 | 10 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2022 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.04% | 0.06% | 0.12% | Q3 2013 | Q4 2015 | 10 |
Princeton Global Asset Management LLC | 10 | 10 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2021 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
PGGM Investments | 10 | 10 | 0.01% | 0.06% | 0.12% | Q4 2013 | Q1 2016 | 10 |
Inspire Investing, LLC | 9 | 1 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 10 |
Morse Asset Management, Inc | 10 | 10 | 0.06% | 0.09% | 0.16% | Q1 2017 | Q2 2019 | 10 |
ROYCE & ASSOCIATES LP | 10 | 10 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2016 | Q3 2018 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Patriot Financial Group Insurance Agency, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 10 |
FRANKLIN RESOURCES INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2016 | 9 |
BURNS J W & CO INC/NY | 9 | 9 | 0.07% | 0.16% | 0.34% | Q2 2013 | Q2 2015 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 9 |
Dai-ichi Life Holdings, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Berman Capital Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 9 |
Cannell & Co. | 5 | 4 | 0.02% | 0.20% | 0.56% | Q2 2013 | Q4 2016 | 9 |
GAM Holding AG | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 9 |
West Coast Financial LLC | 9 | 9 | 0.10% | 0.32% | 0.58% | Q2 2013 | Q2 2015 | 9 |
Richard C. Young & CO., LTD. | 9 | 9 | 0.54% | 0.99% | 1.56% | Q2 2013 | Q2 2015 | 9 |
Relative Value Partners Group, LLC | 9 | 9 | 0.02% | 0.08% | 0.21% | Q2 2021 | Q2 2023 | 9 |
Mizuho Asset Management Co.,Ltd. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 9 |
Silver Lake Advisory, LLC | 9 | 9 | 0.22% | 0.28% | 0.43% | Q4 2013 | Q4 2015 | 9 |
Millburn Ridgefield Corp | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Mitsubishi UFJ Asset Management Co., Ltd. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 9 |
APG Asset Management N.V. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 9 |
Jupiter Wealth Management LLC | 9 | 9 | 0.08% | 0.10% | 0.15% | Q3 2020 | Q3 2022 | 9 |
Cornerstone Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2020 | 9 |
JANUS HENDERSON INVESTORS US LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 9 |
Diligent Investors, LLC | 5 | 4 | 0.19% | 0.24% | 0.30% | Q4 2014 | Q1 2017 | 9 |
DB Wealth Management Group, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 8 | 1 | 0.06% | 1.48% | 1.85% | Q2 2013 | Q3 2018 | 9 |
Dynamic Capital Management Ltd | 6 | 1 | 0.12% | 0.32% | 0.76% | Q4 2013 | Q3 2016 | 9 |
Wealthspire Advisors, L.P. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 9 |
Jupiter Investment Management Ltd | 6 | 1 | 0.01% | 0.17% | 0.36% | Q4 2013 | Q3 2019 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q1 2020 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Sterling Capital Management LLC | 8 | 8 | 0.02% | 0.02% | 0.04% | Q1 2016 | Q4 2017 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.16% | 0.21% | 0.24% | Q3 2021 | Q2 2023 | 8 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.00% | 0.04% | 0.07% | Q3 2016 | Q1 2019 | 8 |
Andra AP-fonden | 8 | 8 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q1 2015 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.06% | 0.17% | 0.28% | Q2 2013 | Q1 2015 | 8 |
GREENWOOD GEARHART INC | 8 | 8 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
BlackRock Japan Co. Ltd | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AFT, FORSYTH & COMPANY, INC. | 6 | 2 | 0.04% | 0.18% | 0.25% | Q2 2013 | Q2 2023 | 8 |
DENALI ADVISORS LLC | 6 | 2 | 0.01% | 0.51% | 1.34% | Q3 2013 | Q4 2018 | 8 |
Korea Investment CORP | 8 | 8 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2015 | 8 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Riverview Trust Co | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2020 | 8 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE, NATIONAL ASSOCIATION | 6 | 2 | 0.03% | 0.06% | 0.16% | Q2 2013 | Q2 2018 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Parkwood LLC | 8 | 8 | 0.05% | 0.07% | 0.09% | Q4 2014 | Q3 2016 | 8 |
State of Wyoming | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2021 | 8 |
EII CAPITAL MANAGEMENT, INC. | 8 | 8 | 0.06% | 0.21% | 0.43% | Q2 2013 | Q1 2015 | 8 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 0.58% | 0.97% | 1.24% | Q4 2013 | Q3 2015 | 8 |
Impax Asset Management (AIFM) Ltd | 8 | 8 | 2.12% | 4.18% | 5.62% | Q3 2016 | Q2 2018 | 8 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2023 | 8 |
MACKAY SHIELDS LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2020 | 8 |
Watershed Asset Management, L.L.C. | 8 | 8 | 2.36% | 2.94% | 3.56% | Q4 2021 | Q3 2023 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.00% | 0.11% | 0.15% | Q2 2014 | Q1 2016 | 8 |
Resolution Capital Ltd | 8 | 8 | 0.31% | 1.25% | 2.00% | Q2 2021 | Q1 2023 | 8 |
OXFORD ASSET MANAGEMENT LLP | 7 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q2 2019 | 8 |
Global Wealth Management Investment Advisory, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.11% | 0.19% | 0.35% | Q3 2016 | Q2 2023 | 8 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.08% | 0.55% | Q4 2016 | Q3 2019 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.07% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
First Personal Financial Services | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
Compagnie Lombard Odier SCmA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SFMG, LLC | 6 | 1 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q2 2018 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Daiwa Securities Group Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
WESTPAC BANKING CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
AXA S.A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Financial Management Professionals, Inc. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q1 2015 | 8 |
VERTEX ONE ASSET MANAGEMENT INC. | 8 | 8 | 0.11% | 0.34% | 0.72% | Q2 2013 | Q1 2015 | 8 |
Azimuth Capital Management LLC | 6 | 2 | 0.02% | 0.20% | 0.55% | Q2 2013 | Q2 2015 | 8 |
Impax Asset Management LTD | 8 | 8 | 0.55% | 0.94% | 1.24% | Q3 2016 | Q2 2018 | 8 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q1 2022 | 8 |
Teramo Advisors, LLC | 8 | 8 | 7.49% | 12.51% | 17.57% | Q4 2021 | Q3 2023 | 8 |
Neo Ivy Capital Management | 3 | 1 | 0.00% | 0.09% | 0.28% | Q3 2020 | Q2 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
CAMG Solamere Management, LLC | 7 | 7 | 0.17% | 0.26% | 0.33% | Q4 2016 | Q2 2018 | 7 |
QUALCOMM INC/DE | 6 | 1 | 0.04% | 0.51% | 0.82% | Q4 2014 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
BRIGHTON JONES LLC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 7 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 7 |
Douglass Winthrop Advisors, LLC | 7 | 7 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q4 2014 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
Allworth Financial LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
WFG Advisors, LP | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.23% | 0.91% | Q3 2012 | Q2 2023 | 7 |
WINTON GROUP Ltd | 3 | 1 | 0.01% | 0.04% | 0.13% | Q2 2018 | Q2 2021 | 7 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 7 |
CROFT-LEOMINSTER INC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2014 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2017 | 7 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
SECURITY NATIONAL TRUST CO | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2015 | Q1 2017 | 7 |
Integrated Investment Consultants, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q1 2018 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2015 | 7 |
Lipe & Dalton | 4 | 3 | 2.03% | 2.59% | 3.55% | Q4 2013 | Q2 2017 | 7 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
WMS Partners, LLC | 5 | 2 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q3 2021 | 7 |
Sabal Trust CO | 7 | 7 | 0.05% | 1.72% | 2.50% | Q2 2013 | Q4 2014 | 7 |
ROCKY MOUNTAIN ADVISERS, LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q2 2015 | 7 |
Wallington Asset Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Allspring Global Investments Holdings, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q1 2023 | 7 |
Livforsakringsbolaget Skandia, Omsesidigt | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q3 2015 | 7 |
CSS LLC/IL | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q4 2015 | 7 |
Tidal Investments LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2022 | 7 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2022 | 7 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 7 | 7 | 0.05% | 0.10% | 0.14% | Q2 2018 | Q4 2019 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
KEELEY ASSET MANAGEMENT CORP | 7 | 7 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q2 2023 | 7 |
Clean Yield Group | 6 | 1 | 0.01% | 0.01% | 0.03% | Q1 2017 | Q1 2020 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 2 | 0.37% | 0.89% | 1.20% | Q4 2017 | Q2 2021 | 7 |
Strategic Wealth Partners, Ltd. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2019 | 7 |
Stifel Trust Company, N.A. | 6 | 6 | 0.48% | 0.70% | 0.94% | Q2 2013 | Q3 2014 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Avalon Investment & Advisory | 6 | 6 | 0.43% | 0.46% | 0.50% | Q4 2021 | Q1 2023 | 6 |
Tillar-Wenstrup Advisors, LLC | 6 | 6 | 1.33% | 1.60% | 1.91% | Q1 2014 | Q2 2015 | 6 |
6 Meridian | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 6 | 6 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q3 2014 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.00% | 0.05% | 0.12% | Q1 2014 | Q2 2015 | 6 |
PEG CAPITAL MANAGEMENT INC /NH/ | 6 | 6 | 0.13% | 0.21% | 0.30% | Q2 2013 | Q3 2014 | 6 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q2 2022 | 6 |
Cetera Advisor Networks LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2013 | Q2 2022 | 6 |
CIBC Asset Management Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 6 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 6 |
Johnson Financial Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CAPSTONE INVESTMENT ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2015 | 6 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 4 | 2 | 0.89% | 1.08% | 1.15% | Q2 2013 | Q3 2021 | 6 |
First Eagle Investment Management, LLC | 6 | 6 | 0.32% | 0.48% | 0.65% | Q2 2013 | Q3 2014 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.10% | 0.18% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Ellis Investment Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 6 |
BREWIN DOLPHIN LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 6 | 6 | 0.42% | 0.61% | 0.82% | Q2 2013 | Q3 2014 | 6 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 6 | 6 | 0.30% | 0.53% | 0.77% | Q2 2013 | Q3 2014 | 6 |
Cascade Investment Advisors, Inc. | 5 | 1 | 1.11% | 1.24% | 1.36% | Q2 2016 | Q4 2017 | 6 |
Assenagon Asset Management S.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.13% | 0.44% | Q2 2013 | Q2 2020 | 6 |
Apriem Advisors | 6 | 6 | 0.50% | 0.72% | 1.00% | Q2 2013 | Q3 2014 | 6 |
American Research & Management Co. | 6 | 6 | 0.12% | 0.18% | 0.23% | Q2 2013 | Q3 2014 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Employees Retirement System of Texas | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2017 | Q3 2018 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IMA Wealth, Inc. | 6 | 6 | 0.81% | 1.24% | 1.69% | Q2 2013 | Q3 2014 | 6 |
LaFleur & Godfrey LLC | 6 | 6 | 0.37% | 0.80% | 1.91% | Q2 2013 | Q3 2014 | 6 |
INTREPID CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 6 |
JAMISON EATON & WOOD INC /NJ | 6 | 6 | 0.06% | 0.50% | 0.92% | Q2 2013 | Q3 2014 | 6 |
Unigestion Holding SA | 5 | 1 | 0.04% | 0.07% | 0.10% | Q3 2018 | Q1 2020 | 6 |
CONNABLE OFFICE INC | 6 | 6 | 0.04% | 0.06% | 0.09% | Q3 2016 | Q4 2017 | 6 |
WESBANCO BANK INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SVB WEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 6 |
PRIVATE TRUST CO NA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 6 |
ING GROEP NV | 4 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 6 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
OSTERWEIS CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.04% | 0.13% | Q2 2020 | Q1 2022 | 6 |
HARTFORD INVESTMENT MANAGEMENT CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
NORTHSTAR INVESTMENT ADVISORS LLC | 6 | 6 | 0.73% | 1.03% | 1.36% | Q2 2013 | Q3 2014 | 6 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2012 | Q2 2014 | 6 |
GENERAL ELECTRIC CO | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
STRATTON MANAGEMENT CO | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Convergence Investment Partners, LLC | 5 | 1 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q4 2018 | 6 |
ALLSTATE CORP | 6 | 6 | 0.19% | 0.32% | 0.45% | Q2 2013 | Q3 2014 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.13% | 0.21% | 0.31% | Q2 2013 | Q3 2014 | 6 |
CG Asset Management LLC | 6 | 6 | 0.10% | 0.50% | 1.13% | Q4 2013 | Q1 2015 | 6 |
THOMASPARTNERS, INC. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
CHICAGO EQUITY PARTNERS LLC | 5 | 1 | 0.01% | 0.09% | 0.17% | Q3 2013 | Q3 2018 | 6 |
DENVER INVESTMENT ADVISORS LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
MURPHY CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.06% | 0.23% | Q4 2016 | Q3 2022 | 6 |
NATIXIS | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 6 |
Weil Company, Inc. | 2 | 1 | 0.09% | 0.14% | 0.19% | Q1 2018 | Q1 2022 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2020 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.23% | 1.17% | Q4 2013 | Q3 2015 | 5 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q1 2023 | 5 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2017 | 5 |
CLINTON GROUP INC | 2 | 1 | 0.04% | 0.09% | 0.14% | Q3 2013 | Q1 2017 | 5 |
SUNTRUST BANKS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
ADVISORY RESEARCH INC | 4 | 1 | 0.01% | 0.38% | 0.70% | Q4 2013 | Q3 2016 | 5 |
Friedberg Investment Management | 3 | 2 | 0.72% | 0.96% | 1.18% | Q2 2013 | Q3 2017 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q2 2023 | 5 |
Vantage Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 5 |
OLD DOMINION CAPITAL MANAGEMENT INC | 5 | 5 | 4.24% | 5.10% | 5.84% | Q2 2013 | Q2 2014 | 5 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.07% | 0.12% | 0.15% | Q3 2018 | Q2 2022 | 5 |
MEYER HANDELMAN CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 5 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2022 | 5 |
ASSETMARK, INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 5 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 5 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2022 | 5 |
Edge Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
TAYLOR ASSET MANAGEMENT INC | 3 | 2 | 0.12% | 0.14% | 0.17% | Q1 2016 | Q2 2017 | 5 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 0.05% | 0.15% | 0.26% | Q2 2013 | Q2 2014 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.49% | 0.54% | 0.65% | Q2 2013 | Q3 2014 | 5 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 5 |
MCGLINN CAPITAL MANAGEMENT INC | 5 | 5 | 0.70% | 2.21% | 4.06% | Q4 2013 | Q4 2014 | 5 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Crosspoint Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
REINHART PARTNERS, LLC. | 5 | 5 | 0.65% | 0.77% | 0.87% | Q3 2020 | Q3 2021 | 5 |
TLP GROUP LLC | 2 | 1 | 0.01% | 0.13% | 0.24% | Q1 2017 | Q3 2018 | 5 |
MYCIO WEALTH PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
SII INVESTMENTS INC/WI | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 5 |
Strategic Financial Services, Inc, | 5 | 5 | 0.38% | 0.56% | 0.73% | Q2 2013 | Q2 2014 | 5 |
Private Advisor Group, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2020 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 5 |
MQS Management LLC | 5 | 5 | 0.18% | 0.45% | 0.66% | Q3 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2014 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.11% | 0.17% | Q3 2013 | Q3 2014 | 5 |
SECOR Capital Advisors, LP | 1 | 1 | 0.03% | 0.25% | 0.59% | Q4 2013 | Q1 2018 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
Neuberger Berman Canada ULC | 5 | 5 | 0.07% | 0.11% | 0.15% | Q3 2014 | Q3 2015 | 5 |
Glacier Peak Capital LLC | 3 | 1 | 0.37% | 0.90% | 1.13% | Q4 2013 | Q4 2015 | 5 |
TIAA, FSB | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Hilltop Holdings Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2022 | 4 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.21% | 0.23% | 0.27% | Q2 2013 | Q1 2014 | 4 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 4 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 4 | 0.27% | 0.28% | 0.29% | Q2 2014 | Q1 2015 | 4 |
Invictus RG | 4 | 4 | 0.28% | 0.44% | 0.69% | Q3 2017 | Q2 2018 | 4 |
Vanguard Personalized Indexing Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
FineMark National Bank & Trust | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 4 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.01% | 0.13% | 0.19% | Q1 2018 | Q3 2022 | 4 |
Kavar Capital Partners, LLC | 4 | 4 | 0.65% | 0.84% | 0.97% | Q4 2013 | Q3 2014 | 4 |
NatWest Group plc | 4 | 4 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2014 | 4 |
HOURGLASS CAPITAL, LLC | 4 | 4 | 0.68% | 0.86% | 1.00% | Q1 2014 | Q4 2014 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q4 2013 | Q1 2017 | 4 |
COLONY GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
NAPLES GLOBAL ADVISORS, LLC | 4 | 4 | 0.20% | 0.29% | 0.35% | Q4 2013 | Q3 2014 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2015 | 4 |
NATIONAL PENN INVESTORS TRUST CO /PA | 3 | 1 | 0.20% | 0.27% | 0.38% | Q2 2013 | Q3 2014 | 4 |
CRAMER ROSENTHAL MCGLYNN LLC | 4 | 4 | 0.37% | 0.47% | 0.55% | Q2 2013 | Q1 2014 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Winton Capital Management Ltd | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2018 | 4 |
MANNING & NAPIER ADVISORS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 4 |
Vestcor Inc | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2022 | 4 |
PECAUT & CO. | 4 | 4 | 0.28% | 0.32% | 0.35% | Q4 2013 | Q3 2014 | 4 |
TOWER BRIDGE ADVISORS | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2012 | Q3 2013 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2019 | 4 |
TOBAM | 4 | 4 | 0.59% | 1.62% | 2.42% | Q2 2014 | Q1 2015 | 4 |
SUMMIT CAPITAL MANAGEMENT LLC | 4 | 4 | 1.84% | 2.10% | 2.34% | Q4 2013 | Q3 2014 | 4 |
GAMCO INVESTORS, INC. ET AL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Stanley-Laman Group, Ltd. | 4 | 4 | 0.27% | 0.34% | 0.48% | Q2 2016 | Q1 2017 | 4 |
CWA Asset Management Group, LLC | 4 | 4 | 0.43% | 0.45% | 0.47% | Q1 2021 | Q4 2021 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
NATIONAL PLANNING CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.36% | 0.51% | 0.73% | Q4 2013 | Q3 2014 | 4 |
Quadrature Capital Ltd | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2023 | 4 |
ADVANCE CAPITAL I INC | 4 | 4 | 0.33% | 0.40% | 0.62% | Q2 2013 | Q1 2014 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2019 | 4 |
Wilmington Trust, National Association | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
DUNCKER STREETT & CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 4 |
BAILARD, INC. | 3 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q4 2021 | 4 |
EVERETT HARRIS & CO /CA/ | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 4 |
Quantamental Technologies LLC | 4 | 4 | 0.08% | 0.10% | 0.18% | Q4 2018 | Q3 2019 | 4 |
Freedom Investment Management, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 4 |
First Washington CORP | 4 | 4 | 1.69% | 1.94% | 2.24% | Q2 2013 | Q1 2014 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 0.09% | 0.11% | 0.13% | Q2 2013 | Q1 2014 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Stux Capital Management, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.04% | 0.08% | 0.11% | Q2 2013 | Q1 2014 | 4 |
Eagle Capital Management, LLC | 4 | 4 | 0.42% | 0.81% | 1.16% | Q4 2013 | Q3 2014 | 4 |
SG3 Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
ETRADE Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2018 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2021 | 4 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.15% | 0.34% | Q1 2016 | Q4 2022 | 4 |
Smithfield Trust Co | 4 | 4 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q1 2014 | 4 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.06% | 0.20% | 0.45% | Q4 2014 | Q4 2018 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AGF INVESTMENTS INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
NN Investment Partners Holdings N.V. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q3 2018 | 4 |
Brinker Capital Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2019 | 4 |
CIM, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q3 2014 | 4 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 4 |
Vigilant Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.16% | 0.23% | 0.30% | Q4 2013 | Q3 2014 | 4 |
BARINGS LLC | 2 | 1 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q4 2016 | 4 |
RAMSEY QUANTITATIVE SYSTEMS | 3 | 1 | 0.29% | 0.53% | 0.80% | Q3 2016 | Q3 2017 | 4 |
CIGNA INVESTMENTS INC /NEW | 3 | 1 | 0.03% | 0.05% | 0.07% | Q3 2018 | Q2 2020 | 4 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.09% | 0.10% | Q2 2021 | Q1 2023 | 3 |
UNITED FIRE GROUP INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
WELD CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.21% | 0.25% | Q4 2018 | Q2 2019 | 3 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q1 2023 | 3 |
Fiera Capital Corp | 2 | 1 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q3 2014 | 3 |
Invictus RG Pte. Ltd. | 2 | 1 | 0.15% | 0.33% | 0.54% | Q2 2013 | Q4 2014 | 3 |
Total Wealth Planning, LLC | 3 | 3 | 0.07% | 0.32% | 0.51% | Q1 2022 | Q3 2022 | 3 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 3 |
Tradition Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Baker Avenue Asset Management, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Banyan Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q3 2014 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
BAMCO INC /NY/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Homrich & Berg | 3 | 3 | 0.06% | 0.11% | 0.14% | Q2 2013 | Q4 2013 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Platte River Capital LLC | 3 | 3 | 0.08% | 0.16% | 0.21% | Q1 2014 | Q3 2014 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Summit Global Investments | 3 | 3 | 0.39% | 0.71% | 0.89% | Q2 2019 | Q4 2019 | 3 |
CT Financial Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 3 |
MENTA CAPITAL LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
Fisher Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Parametrica Management Ltd | 2 | 1 | 0.16% | 0.32% | 0.53% | Q4 2017 | Q4 2018 | 3 |
SEI TRUST CO | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
TWIN CAPITAL MANAGEMENT INC | 2 | 1 | 0.08% | 0.13% | 0.24% | Q4 2016 | Q1 2022 | 3 |
TURNER INVESTMENTS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
CrestPoint Capital Management, LLC | 2 | 1 | 0.24% | 0.33% | 0.47% | Q3 2014 | Q4 2017 | 3 |
WILMINGTON TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Gupta Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q1 2015 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Perkins Investment Management, LLC | 3 | 3 | 0.46% | 0.64% | 0.73% | Q2 2013 | Q4 2013 | 3 |
NAVELLIER & ASSOCIATES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q2 2013 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Gulf International Bank (UK) Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q2 2014 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 2 | 0.31% | 0.59% | 1.02% | Q4 2013 | Q1 2014 | 3 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Colonial Trust Co / SC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.06% | 0.12% | Q3 2013 | Q4 2018 | 3 |
KINGS POINT CAPITAL MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q2 2018 | 3 |
Robeco Schweiz AG | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2014 | 3 |
Ergoteles LLC | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q4 2022 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
Echo Street Capital Management LLC | 2 | 1 | 0.08% | 0.18% | 0.29% | Q3 2015 | Q3 2019 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.79% | 0.82% | 0.85% | Q2 2021 | Q4 2021 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.20% | 0.37% | Q4 2018 | Q1 2020 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.02% | 0.16% | 0.45% | Q2 2013 | Q2 2014 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
O'Keefe Stevens Advisory, Inc. | 3 | 3 | 1.76% | 1.87% | 1.99% | Q3 2017 | Q1 2018 | 3 |
Princeton Alpha Management LP | 2 | 1 | 0.09% | 0.21% | 0.33% | Q4 2013 | Q3 2014 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.23% | 0.28% | 0.31% | Q4 2017 | Q2 2018 | 3 |
FCF Advisors LLC | 3 | 3 | 0.76% | 0.81% | 0.83% | Q4 2018 | Q2 2019 | 3 |
VSR Financial Services, Inc. | 3 | 3 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q4 2013 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.07% | 0.15% | Q4 2017 | Q4 2019 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.03% | 0.03% | 0.05% | Q1 2014 | Q3 2014 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2018 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Burt Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Holowesko Partners Ltd. | 3 | 3 | 0.06% | 1.79% | 3.22% | Q1 2015 | Q3 2015 | 3 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 3 |
Twin Tree Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 3 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.18% | 0.31% | 0.44% | Q1 2017 | Q2 2018 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
STEPHENS INC /AR/ | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q3 2015 | 3 |
PATTEN & PATTEN INC/TN | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2014 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.18% | 0.37% | 0.56% | Q2 2013 | Q3 2013 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2014 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
FORT, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Pine River Capital Management L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 2 |
Princeton Portfolio Strategies Group LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q3 2013 | Q4 2013 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.28% | 0.40% | Q4 2013 | Q4 2013 | 2 |
CONNORS INVESTOR SERVICES INC | 2 | 2 | 1.07% | 1.09% | 1.11% | Q2 2013 | Q3 2013 | 2 |
Vident Investment Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q1 2023 | 2 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2018 | 2 |
Waratah Capital Advisors Ltd. | 2 | 2 | 0.33% | 0.37% | 0.41% | Q3 2019 | Q4 2019 | 2 |
Windsor Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2015 | 2 |
Bragg Financial Advisors, Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Partnervest Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Nair Vinay | 1 | 1 | 0.69% | 0.72% | 0.74% | Q4 2014 | Q2 2015 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2022 | 2 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2014 | 2 |
GLG LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BOWEN HANES & CO INC | 2 | 2 | 1.00% | 1.04% | 1.07% | Q2 2013 | Q3 2013 | 2 |
Elequin Capital, LP | 1 | 1 | 0.41% | 0.75% | 1.08% | Q4 2022 | Q2 2023 | 2 |
Lloyds Banking Group plc | 2 | 2 | 0.83% | 0.89% | 0.94% | Q2 2013 | Q3 2013 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2013 | Q3 2013 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
BP PLC | 2 | 2 | 0.66% | 0.67% | 0.67% | Q2 2013 | Q3 2013 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2013 | 2 |
Sunbelt Securities, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2014 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
FRIESS ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Concert Wealth Management Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Aston Asset Management, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2013 | Q4 2013 | 2 |
Findlay Park Partners LLP | 2 | 2 | 0.71% | 0.72% | 0.74% | Q2 2013 | Q3 2013 | 2 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2016 | 2 |
SOLARIS ASSET MANAGEMENT LLC | 2 | 2 | 0.72% | 0.75% | 0.78% | Q2 2013 | Q3 2013 | 2 |
EMERALD ADVISERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Fulcrum Asset Management LLP | 1 | 1 | 0.77% | 0.77% | 0.78% | Q2 2020 | Q4 2020 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Castle Creek Arbitrage, LLC | 2 | 2 | 0.13% | 0.14% | 0.16% | Q2 2015 | Q3 2015 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.14% | 0.21% | Q2 2018 | Q2 2022 | 2 |
DAVIS SELECTED ADVISERS | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Versor Investments LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
LMR Partners LLP | 1 | 1 | 0.34% | 0.41% | 0.47% | Q2 2015 | Q1 2017 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
BRYN MAWR CAPITAL MANAGEMENT INC | 1 | 1 | 0.06% | 0.18% | 0.31% | Q4 2013 | Q4 2014 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Ziegler Capital Management, LLC | 2 | 2 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Credo Capital Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2013 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CWH Capital Management, Inc. | 2 | 2 | 1.26% | 2.17% | 3.08% | Q4 2013 | Q1 2014 | 2 |
Montibus Capital Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
CABOT WEALTH MANAGEMENT INC | 2 | 2 | 0.69% | 0.74% | 0.80% | Q2 2013 | Q3 2013 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 2.17% | 2.18% | 2.19% | Q2 2013 | Q3 2013 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
SPOT TRADING L.L.C. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q1 2021 | 2 |
COWA, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Ranger Global Real Estate Advisors, LLC | 2 | 2 | 1.63% | 1.73% | 1.83% | Q1 2017 | Q2 2017 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q3 2013 | 2 |
Mill Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Beacon Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Allied Advisory Services, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2014 | Q2 2014 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q1 2015 | Q3 2015 | 2 |
SOUTH GEORGIA CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Beacon Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.22% | 0.23% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Koshinski Asset Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.38% | 0.40% | 0.41% | Q2 2013 | Q3 2013 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Capital World Investors | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.74% | 0.86% | 0.98% | Q2 2013 | Q3 2013 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2016 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Forest Hill Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
BAXTER BROS INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2013 | Q1 2014 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
NORTHERN CAPITAL MANAGEMENT LLC | 2 | 2 | 1.24% | 1.28% | 1.33% | Q2 2014 | Q3 2014 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.02% | 0.11% | 0.19% | Q1 2017 | Q1 2018 | 2 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q1 2016 | 2 |
Family Management Corp | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Piermont Capital Management Inc. | 2 | 2 | 1.13% | 1.15% | 1.16% | Q3 2018 | Q4 2018 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
ALGERT GLOBAL LLC | 1 | 1 | 0.03% | 0.08% | 0.13% | Q3 2021 | Q2 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Placemark Investments, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Marketfield Asset Management LLC | 2 | 2 | 1.73% | 1.81% | 1.88% | Q2 2013 | Q3 2013 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.66% | 0.74% | 0.82% | Q2 2016 | Q4 2016 | 2 |
MCF Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
QUEST INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2014 | 2 |
Davis Capital Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
tru Independence LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q4 2019 | Q1 2020 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.08% | 0.23% | 0.37% | Q1 2017 | Q2 2017 | 2 |
DAVIS R M INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MGO ONE SEVEN LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Candriam S.C.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
INCEPTIONR LLC | 1 | 1 | 0.22% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Harrison Street Securities, LLC | 2 | 2 | 2.40% | 2.68% | 2.96% | Q3 2013 | Q4 2013 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Wilmington Funds Management Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.08% | 0.14% | Q4 2014 | Q3 2018 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
FIRST HAWAIIAN BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 2 |
Demars Financial Group, LLC | 2 | 2 | 0.87% | 0.93% | 0.99% | Q2 2022 | Q3 2022 | 2 |
Gruss Capital Management LP | 2 | 2 | 0.52% | 0.59% | 0.66% | Q1 2017 | Q2 2017 | 2 |
Cannell Capital | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2014 | Q4 2014 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Alpenglow Capital LP | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2014 | Q4 2014 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GoldenTree Asset Management | 1 | 1 | 6.06% | 6.06% | 6.06% | Q2 2014 | Q2 2014 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kula Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Sequent Asset Management, LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q2 2013 | Q2 2013 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2019 | Q4 2019 | 1 |
Eagle Bay Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 1.20% | 1.20% | 1.20% | Q2 2017 | Q2 2017 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2013 | Q4 2013 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Hoxton Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Li Winifred I | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Red Tortoise LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ZAZOVE ASSOCIATES LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q3 2015 | 1 |
Summit Financial Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Monashee Investment Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2017 | Q1 2017 | 1 |
IHT Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ENDEAVOUR CAPITAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Axim Planning & Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Cornerstone Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
Tradeworx Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2013 | Q3 2013 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2015 | Q1 2015 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Sagefield Capital LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Risk Paradigm Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Capitolis Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Standard Investments LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2013 | Q2 2013 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hayman Capital | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2013 | Q4 2013 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
CX Institutional | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
LifePlan Financial Group, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Claro Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Ethic Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Detwiler Fenton Investment Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2011 | Q1 2011 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2014 | Q1 2014 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ZRC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
DEERE & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
HARVEY CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
RESTRUCTURING CAPITAL ASSOCIATES LP | 1 | 1 | 7.66% | 7.66% | 7.66% | Q2 2014 | Q2 2014 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Hirtle Callaghan & Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hoese & Co LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
DELTA LLOYD NV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
1060 Capital, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2016 | Q4 2016 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 3.88% | 3.88% | 3.88% | Q4 2013 | Q4 2013 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Soros Fund Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2015 | Q1 2015 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Abrams Capital Management | 1 | 1 | 2.31% | 2.31% | 2.31% | Q2 2014 | Q2 2014 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
HAP Trading, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q2 2018 | Q2 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2018 | Q2 2018 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ACAS, LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q3 2023 | Q3 2023 | 1 |
Diversified Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2023 | Q1 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2013 | Q3 2013 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ada Investment Management, LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2015 | Q2 2015 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LINDEN ADVISORS LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2013 | Q4 2013 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
IRONWOOD WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
AVITY INVESTMENT MANAGEMENT INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2020 | Q2 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2018 | Q3 2018 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Farmer Steven Patrick | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2022 | Q2 2022 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Columbia Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Optas, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
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This page lists all the filers that currently own RAYONIER INC or have owned RAYONIER INC in the past.