Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 19 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 72 |
SECURIAN ASSET MANAGEMENT, INC | 49 | 49 | 0.01% | 0.01% | 0.02% | Q3 2011 | Q3 2023 | 49 |
D. E. Shaw & Co., Inc. | 29 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 48 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 46 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 45 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 44 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.02% | 0.05% | 0.11% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.02% | 0.04% | 0.11% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
AQR Capital Management | 42 | 1 | 0.01% | 0.05% | 0.12% | Q4 2012 | Q3 2023 | 43 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 42 | 42 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 42 | 42 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.03% | 0.07% | Q2 2012 | Q4 2022 | 42 |
Nuveen Asset Management, LLC | 42 | 42 | 0.01% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 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 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 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 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.02% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
KBC Group NV | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
KENNEDY CAPITAL MANAGEMENT LLC | 42 | 42 | 0.16% | 0.51% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.12% | 0.51% | 0.68% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 42 | 42 | 0.07% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Profit Investment Management, LLC | 42 | 42 | 0.12% | 1.28% | 3.25% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ProShare Advisors LLC | 41 | 41 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q3 2023 | 41 |
SHELTON CAPITAL MANAGEMENT | 27 | 14 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 41 | 41 | 0.02% | 0.05% | 0.11% | Q3 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 41 | 41 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.01% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
State of Tennessee, Treasury Department | 39 | 1 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 40 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 40 | 40 | 0.04% | 0.68% | 1.41% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 24 | 16 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.03% | 0.05% | 0.07% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 32 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
SEGALL BRYANT & HAMILL, LLC | 19 | 2 | 0.08% | 0.48% | 1.39% | Q1 2013 | Q3 2023 | 39 |
OARSMAN CAPITAL, INC. | 27 | 12 | 0.08% | 0.68% | 1.43% | Q2 2013 | Q3 2023 | 39 |
JUPITER ASSET MANAGEMENT LTD | 39 | 39 | 0.23% | 0.51% | 0.69% | Q2 2013 | Q4 2022 | 39 |
FIRST TRUST ADVISORS LP | 31 | 8 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 39 |
BNP PARIBAS FINANCIAL MARKETS | 32 | 7 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 39 |
NISA INVESTMENT ADVISORS, LLC | 31 | 3 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 39 |
MILLENNIUM MANAGEMENT LLC | 14 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
HSBC HOLDINGS PLC | 30 | 4 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q3 2023 | 38 |
PROFUND ADVISORS LLC | 16 | 9 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 37 |
South Dakota Investment Council | 37 | 37 | 0.00% | 0.06% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Cubist Systematic Strategies, LLC | 13 | 5 | 0.00% | 0.03% | 0.15% | Q3 2014 | Q3 2023 | 37 |
Gotham Asset Management, LLC | 11 | 8 | 0.00% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
FIFTH THIRD BANCORP | 35 | 1 | 0.00% | 0.00% | 0.05% | Q3 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 36 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 35 |
AXA S.A. | 29 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 35 |
PANAGORA ASSET MANAGEMENT INC | 35 | 35 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2021 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
Allianz Asset Management GmbH | 35 | 35 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2021 | 35 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 22 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2021 | 34 |
AMALGAMATED BANK | 34 | 34 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
GUGGENHEIM CAPITAL LLC | 30 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 34 |
ASSOCIATED BANC-CORP | 34 | 34 | 0.02% | 0.03% | 0.05% | Q2 2015 | Q3 2023 | 34 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2023 | 33 |
AMG National Trust Bank | 30 | 3 | 0.01% | 0.04% | 0.06% | Q4 2013 | Q2 2023 | 33 |
DEAN INVESTMENT ASSOCIATES, LLC | 30 | 3 | 0.10% | 0.82% | 1.80% | Q3 2013 | Q3 2023 | 33 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 33 |
INVESTMENT COUNSELORS OF MARYLAND LLC | 33 | 33 | 0.63% | 1.08% | 1.58% | Q2 2013 | Q2 2021 | 33 |
Aperio Group, LLC | 31 | 31 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q4 2020 | 31 |
QUADRANT CAPITAL GROUP LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 31 |
GLENMEDE TRUST CO NA | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2006 | Q3 2022 | 31 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 2 | 0.00% | 0.05% | 0.28% | Q2 2014 | Q3 2023 | 31 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 5 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 30 |
Brandywine Global Investment Management, LLC | 27 | 3 | 0.00% | 0.04% | 0.09% | Q1 2014 | Q3 2023 | 30 |
RAYMOND JAMES & ASSOCIATES | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 30 |
WELLINGTON MANAGEMENT GROUP LLP | 18 | 3 | 0.00% | 0.00% | 0.03% | Q3 2014 | Q3 2023 | 29 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 29 |
MEEDER ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q1 2023 | 29 |
NORDEA INVESTMENT MANAGEMENT AB | 15 | 5 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 29 |
Olstein Capital Management, L.P. | 29 | 29 | 0.72% | 1.18% | 2.13% | Q2 2013 | Q2 2020 | 29 |
TWO SIGMA ADVISERS, LP | 22 | 1 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q4 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 27 | 27 | 0.06% | 0.09% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Renaissance Technologies | 13 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q2 2023 | 27 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 27 |
HUNTINGTON NATIONAL BANK | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2010 | Q3 2023 | 27 |
BOKF, NA | 18 | 9 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q3 2023 | 26 |
TWO SIGMA INVESTMENTS, LP | 9 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 26 |
Municipal Employees' Retirement System of Michigan | 20 | 6 | 0.02% | 0.06% | 0.09% | Q3 2013 | Q1 2020 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 26 |
SYNOVUS FINANCIAL CORP | 15 | 11 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 26 |
Pacer Advisors, Inc. | 12 | 4 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 26 |
CANADA PENSION PLAN INVESTMENT BOARD | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 26 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
CENTRAL TRUST Co | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 26 |
Advisors Asset Management, Inc. | 15 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 26 |
First Horizon Advisors, Inc. | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 26 |
JANUS HENDERSON GROUP PLC | 12 | 1 | 0.00% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 26 |
NICHOLAS COMPANY, INC. | 26 | 26 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2019 | 26 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 26 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q1 2023 | 25 |
BESSEMER GROUP INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 25 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 25 | 25 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2019 | 25 |
CORNERCAP INVESTMENT COUNSEL INC | 22 | 3 | 0.08% | 0.23% | 0.31% | Q3 2014 | Q4 2020 | 25 |
PEAK6 Group LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 25 |
GAM Holding AG | 14 | 11 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q1 2021 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
ClearBridge Investments | 13 | 12 | 0.00% | 0.05% | 0.14% | Q2 2017 | Q3 2023 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
MAI Capital Management | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2022 | 25 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
SIGNATUREFD, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
SCOPUS ASSET MANAGEMENT, L.P. | 9 | 2 | 0.05% | 0.23% | 0.46% | Q4 2017 | Q3 2023 | 24 |
DALTON GREINER HARTMAN MAHER & CO | 24 | 24 | 0.16% | 0.85% | 1.75% | Q1 2014 | Q4 2019 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.07% | 0.23% | Q4 2014 | Q3 2023 | 24 |
State of Alaska, Department of Revenue | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 24 | 24 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Keeley-Teton Advisors, LLC | 22 | 2 | 0.08% | 0.30% | 0.62% | Q1 2017 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 24 |
NATIXIS ADVISORS, L.P. | 22 | 2 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q3 2023 | 24 |
World Asset Management Inc | 8 | 2 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
FDx Advisors, Inc. | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 23 |
STRS OHIO | 22 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 23 |
Vident Investment Advisory, LLC | 15 | 1 | 0.01% | 0.08% | 0.16% | Q4 2014 | Q2 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 12 | 5 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 23 |
LS Investment Advisors, LLC | 21 | 2 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2021 | 23 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
DUPONT CAPITAL MANAGEMENT CORP | 7 | 1 | 0.01% | 0.03% | 0.17% | Q2 2013 | Q2 2023 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 22 | 22 | 0.01% | 0.03% | 0.21% | Q1 2017 | Q2 2022 | 22 |
DEPRINCE RACE & ZOLLO INC | 22 | 22 | 0.02% | 0.37% | 0.94% | Q3 2013 | Q4 2018 | 22 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q2 2023 | 22 |
FIRST MERCANTILE TRUST CO | 21 | 1 | 0.00% | 0.04% | 0.06% | Q2 2014 | Q3 2021 | 22 |
JOHNSON INVESTMENT COUNSEL INC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2022 | 22 |
Polaris Capital Management, LLC | 22 | 22 | 0.02% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.02% | 0.07% | Q3 2014 | Q2 2022 | 22 |
Foundry Partners, LLC | 22 | 22 | 0.42% | 0.62% | 0.94% | Q2 2016 | Q3 2021 | 22 |
Liberty Mutual Group Asset Management Inc. | 22 | 22 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
FIRST CITIZENS BANK & TRUST CO | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2022 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
ALPHA WINDWARD LLC | 13 | 8 | 0.29% | 0.32% | 0.34% | Q3 2013 | Q3 2020 | 21 |
OAKBROOK INVESTMENTS LLC | 8 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 21 |
Cutler Group LLC / CA | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 14 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
BNP Paribas Asset Management Holding S.A. | 13 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 20 | 20 | 0.02% | 0.08% | 0.20% | Q2 2017 | Q1 2022 | 20 |
LSV ASSET MANAGEMENT | 20 | 20 | 0.00% | 0.12% | 0.23% | Q2 2016 | Q1 2021 | 20 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.19% | 0.77% | 2.22% | Q4 2014 | Q3 2023 | 20 |
M&T BANK CORP | 15 | 2 | 0.00% | 0.01% | 0.11% | Q2 2017 | Q3 2023 | 20 |
STIFEL FINANCIAL CORP | 14 | 3 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 20 |
WealthTrust-Arizona, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2018 | 20 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 20 | 20 | 0.08% | 0.19% | 0.40% | Q4 2014 | Q3 2019 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 4 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2023 | 19 |
AMP Capital Investors Ltd | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2021 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
BLUESTEIN R H & CO LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2022 | 19 |
Savant Capital, LLC | 19 | 19 | 0.10% | 0.18% | 0.30% | Q1 2015 | Q3 2019 | 19 |
TCI Wealth Advisors, Inc. | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q1 2023 | 19 |
Quantbot Technologies LP | 3 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q4 2022 | 19 |
Glassman Wealth Services | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 19 |
Channing Capital Management, LLC | 11 | 8 | 0.37% | 1.46% | 2.84% | Q2 2013 | Q3 2023 | 19 |
JANE STREET GROUP, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 19 |
Employees Retirement System of Texas | 15 | 1 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q2 2022 | 19 |
SENTINEL ASSET MANAGEMENT, INC. | 18 | 18 | 0.19% | 0.32% | 0.52% | Q2 2013 | Q3 2017 | 18 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.22% | 0.65% | Q2 2013 | Q3 2023 | 18 |
Man Group plc | 16 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q4 2022 | 18 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 9 | 9 | 0.00% | 0.05% | 0.11% | Q1 2013 | Q4 2017 | 18 |
Financial Architects, Inc | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 18 |
Baird Financial Group, Inc. | 9 | 4 | 0.00% | 0.04% | 0.17% | Q2 2015 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Parallax Volatility Advisers, L.P. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 18 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 17 | 17 | 0.79% | 1.34% | 2.18% | Q4 2015 | Q4 2019 | 17 |
Neuberger Berman Group LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2019 | 17 |
TD ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 17 |
PEAK6 Investments LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2022 | 17 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 17 |
Ifrah Financial Services, Inc. | 14 | 1 | 0.07% | 0.09% | 0.14% | Q3 2018 | Q3 2023 | 17 |
Parallel Advisors, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Spot Trading L.L.C | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.15% | 0.51% | 0.79% | Q2 2013 | Q3 2023 | 17 |
DekaBank Deutsche Girozentrale | 9 | 8 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 17 |
SEIZERT CAPITAL PARTNERS, LLC | 17 | 17 | 0.03% | 0.14% | 0.20% | Q4 2016 | Q4 2020 | 17 |
A.R.T. Advisors, LLC | 7 | 2 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q2 2019 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q4 2021 | 16 |
Dean Capital Management | 12 | 1 | 0.41% | 1.47% | 2.62% | Q2 2016 | Q3 2023 | 16 |
AGF Investments LLC | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2020 | 16 |
FULLER & THALER ASSET MANAGEMENT, INC. | 12 | 4 | 0.00% | 0.15% | 0.42% | Q3 2017 | Q3 2023 | 16 |
LOMBARDIA CAPITAL PARTNERS LLC | 16 | 16 | 0.01% | 0.10% | 1.00% | Q2 2013 | Q1 2017 | 16 |
Point72 Asset Management, L.P. | 5 | 1 | 0.00% | 0.07% | 0.43% | Q3 2014 | Q3 2023 | 16 |
GENESEE VALLEY TRUST CO | 10 | 6 | 0.09% | 0.15% | 0.27% | Q1 2014 | Q1 2018 | 16 |
NumerixS Investment Technologies Inc | 9 | 1 | 0.01% | 0.03% | 0.07% | Q2 2015 | Q2 2020 | 16 |
Walthausen & Co., LLC | 8 | 8 | 0.78% | 1.02% | 1.30% | Q2 2016 | Q2 2020 | 16 |
STEPH & CO | 16 | 16 | 0.14% | 0.36% | 0.52% | Q4 2019 | Q3 2023 | 16 |
CRAMER ROSENTHAL MCGLYNN LLC | 14 | 2 | 0.41% | 1.20% | 2.46% | Q2 2013 | Q3 2023 | 16 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.04% | 0.08% | Q1 2015 | Q4 2022 | 16 |
CITIZENS FINANCIAL GROUP INC/RI | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2019 | 16 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 16 |
OppenheimerFunds, Inc. | 14 | 2 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q1 2019 | 16 |
Verition Fund Management LLC | 9 | 1 | 0.01% | 0.07% | 0.20% | Q3 2015 | Q3 2023 | 16 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.04% | 0.20% | Q4 2014 | Q2 2022 | 16 |
BROADVIEW ADVISORS LLC | 16 | 16 | 0.42% | 1.19% | 1.50% | Q2 2013 | Q1 2017 | 16 |
CAMBIAR INVESTORS LLC | 16 | 16 | 0.29% | 0.52% | 0.72% | Q3 2013 | Q2 2017 | 16 |
IBM Retirement Fund | 9 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2021 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
CAPTRUST FINANCIAL ADVISORS | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Engineers Gate Manager LP | 4 | 1 | 0.01% | 0.08% | 0.21% | Q1 2015 | Q3 2023 | 15 |
PROSPECTOR PARTNERS LLC | 12 | 3 | 0.06% | 0.46% | 0.85% | Q3 2014 | Q2 2021 | 15 |
NN Investment Partners Holdings N.V. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q1 2022 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.07% | 0.67% | 1.43% | Q2 2013 | Q4 2016 | 15 |
CenturyLink Investment Management Co | 15 | 15 | 0.29% | 0.48% | 0.54% | Q3 2016 | Q1 2020 | 15 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 15 | 15 | 0.01% | 0.07% | 0.24% | Q2 2013 | Q4 2016 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Robeco Institutional Asset Management B.V. | 13 | 2 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 15 |
Alberta Investment Management Corp | 13 | 2 | 0.01% | 0.03% | 0.11% | Q1 2014 | Q4 2020 | 15 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
Walleye Trading LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 15 |
Parkside Financial Bank & Trust | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Cable Hill Partners, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q2 2018 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Symmetry Partners, LLC | 15 | 15 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q4 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.03% | 0.04% | 0.04% | Q3 2011 | Q3 2015 | 15 |
ClariVest Asset Management LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q1 2015 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
OPPENHEIMER & CO INC | 9 | 3 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 15 |
Ellevest, Inc. | 12 | 2 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q1 2023 | 14 |
DENVER INVESTMENT ADVISORS LLC | 14 | 14 | 0.55% | 0.72% | 0.95% | Q4 2014 | Q1 2018 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Keebeck Wealth Management, LLC | 12 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 14 |
CIBC WORLD MARKET INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2021 | 14 |
Smithfield Trust Co | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
WCM INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.01% | 0.33% | 1.00% | Q1 2013 | Q3 2023 | 14 |
Uncommon Cents Investing LLC | 14 | 14 | 0.19% | 0.24% | 0.29% | Q2 2020 | Q3 2023 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Dana Investment Advisors, Inc. | 14 | 14 | 0.53% | 0.61% | 0.76% | Q2 2020 | Q3 2023 | 14 |
Impax Asset Management LTD | 14 | 14 | 0.54% | 2.31% | 5.60% | Q1 2013 | Q2 2016 | 14 |
FIL Ltd | 6 | 4 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 14 |
PITCAIRN CO | 14 | 14 | 0.03% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
COMMERCE BANK | 14 | 14 | 0.27% | 0.41% | 0.52% | Q2 2020 | Q3 2023 | 14 |
Interval Partners, LP | 8 | 2 | 0.09% | 0.28% | 0.54% | Q4 2014 | Q3 2022 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Lindbrook Capital, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Bay Harbor Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 4 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q4 2016 | 14 |
Outlook Wealth Advisors, LLC | 14 | 14 | 0.20% | 0.26% | 0.33% | Q2 2020 | Q3 2023 | 14 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 14 |
QS Investors, LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q2 2021 | 14 |
ROYCE & ASSOCIATES LP | 14 | 14 | 0.01% | 0.13% | 0.17% | Q2 2013 | Q3 2016 | 14 |
BARINGS LLC | 8 | 2 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q3 2018 | 14 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Asset Management One Co., Ltd. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Inspire Investing, LLC | 10 | 1 | 0.03% | 0.05% | 0.11% | Q4 2017 | Q2 2023 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.03% | 0.10% | 0.19% | Q2 2013 | Q2 2016 | 13 |
CREDIT AGRICOLE S A | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 13 |
BRINKER CAPITAL INC | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2020 | 13 |
GREENLEAF TRUST | 8 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 13 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 13 |
TELEMUS CAPITAL, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Counsel Portfolio Services Inc. | 13 | 13 | 0.09% | 0.22% | 0.28% | Q2 2013 | Q2 2016 | 13 |
BURNEY CO/ | 5 | 3 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 13 |
PFS INVESTMENTS INC. | 13 | 13 | 0.05% | 0.10% | 0.13% | Q2 2020 | Q2 2023 | 13 |
MARTINGALE ASSET MANAGEMENT L P | 7 | 6 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2021 | 13 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 5 | 0.00% | 0.05% | 0.22% | Q1 2020 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Numeric Investors LLC | 8 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q4 2017 | 13 |
Janney Montgomery Scott LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 13 |
Mitsubishi UFJ Trust & Banking Corp | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 13 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.09% | 0.15% | 0.18% | Q3 2020 | Q3 2023 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 10 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q2 2021 | 12 |
Prestige Wealth Management Group LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2021 | 12 |
Robeco Schweiz AG | 10 | 2 | 0.05% | 0.74% | 2.22% | Q2 2013 | Q3 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2019 | 12 |
MACKAY SHIELDS LLC | 11 | 1 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q1 2021 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Sapience Investments, LLC | 12 | 12 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
CIGNA INVESTMENTS INC /NEW | 6 | 1 | 0.01% | 0.09% | 0.14% | Q4 2016 | Q4 2021 | 12 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 1 | 0.00% | 0.05% | 0.10% | Q2 2016 | Q3 2022 | 12 |
JANUS HENDERSON INVESTORS US LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 12 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.05% | 0.14% | 0.45% | Q4 2013 | Q1 2023 | 12 |
COLONY GROUP LLC | 12 | 12 | 0.03% | 0.09% | 0.17% | Q1 2017 | Q4 2019 | 12 |
PRUDENTIAL PLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2017 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.04% | 0.06% | Q4 2016 | Q3 2019 | 12 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 3 | 0.02% | 0.33% | 1.04% | Q1 2015 | Q1 2018 | 12 |
SENTINEL TRUST CO LBA | 6 | 2 | 0.08% | 0.21% | 0.47% | Q2 2014 | Q3 2018 | 12 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2016 | 12 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 1 | 0.00% | 0.03% | 0.10% | Q1 2016 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.14% | 0.28% | 0.37% | Q4 2020 | Q3 2023 | 12 |
CHICAGO EQUITY PARTNERS LLC | 9 | 1 | 0.02% | 0.06% | 0.21% | Q1 2015 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
COMMONWEALTH EQUITY SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
HRT FINANCIAL LP | 3 | 2 | 0.01% | 0.03% | 0.11% | Q2 2019 | Q4 2022 | 11 |
Impax Asset Management Group plc | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
WAFRA INC. | 11 | 11 | 0.52% | 1.18% | 1.69% | Q1 2021 | Q3 2023 | 11 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 11 | 11 | 0.24% | 0.92% | 1.37% | Q4 2019 | Q2 2022 | 11 |
Stone Ridge Asset Management LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q2 2020 | 11 |
Versant Capital Management, Inc | 6 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2023 | 11 |
Polar Asset Management Partners Inc. | 8 | 1 | 0.00% | 0.21% | 0.65% | Q3 2013 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Alyeska Investment Group, L.P. | 9 | 2 | 0.26% | 0.45% | 0.68% | Q1 2014 | Q3 2023 | 11 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.04% | 0.11% | Q3 2017 | Q3 2021 | 11 |
FIRST QUADRANT LLC/CA | 7 | 1 | 0.00% | 0.12% | 0.22% | Q3 2016 | Q2 2020 | 11 |
BHF Kleinwort Benson Group S.A. | 8 | 3 | 0.03% | 0.22% | 0.74% | Q2 2013 | Q1 2016 | 11 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 11 | 11 | 0.20% | 0.25% | 0.29% | Q2 2013 | Q4 2015 | 11 |
SCOPIA CAPITAL MANAGEMENT LP | 11 | 11 | 4.70% | 7.06% | 8.79% | Q1 2021 | Q3 2023 | 11 |
Zurich Insurance Group Ltd/FI | 7 | 4 | 0.02% | 0.37% | 0.88% | Q4 2020 | Q3 2023 | 11 |
TWIN CAPITAL MANAGEMENT INC | 11 | 11 | 0.09% | 0.16% | 0.28% | Q4 2016 | Q2 2019 | 11 |
AJO, LP | 11 | 11 | 0.02% | 0.21% | 0.49% | Q2 2018 | Q4 2020 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2022 | 11 |
REGIONS FINANCIAL CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
GLOBEFLEX CAPITAL L P | 7 | 4 | 0.03% | 0.34% | 0.73% | Q2 2014 | Q3 2021 | 11 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 4 | 0.07% | 0.19% | 0.35% | Q4 2017 | Q3 2022 | 11 |
Piermont Capital Management Inc. | 11 | 11 | 0.66% | 0.79% | 1.06% | Q2 2016 | Q4 2018 | 11 |
Nicholas Investment Partners, LP | 11 | 11 | 0.29% | 0.54% | 0.90% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 11 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 7 | 4 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2018 | 11 |
Quantinno Capital Management LP | 6 | 4 | 0.02% | 0.17% | 0.34% | Q4 2020 | Q3 2023 | 10 |
CIBC Asset Management Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Saturna Capital CORP | 10 | 10 | 0.44% | 0.63% | 0.76% | Q2 2013 | Q3 2015 | 10 |
FineMark National Bank & Trust | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 10 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Pearl River Capital, LLC | 4 | 1 | 0.02% | 0.10% | 0.19% | Q1 2019 | Q4 2022 | 10 |
State of New Jersey Common Pension Fund D | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 3 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2020 | 10 |
JONES FINANCIAL COMPANIES LLLP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 10 |
THOMAS WHITE INTERNATIONAL LTD | 10 | 10 | 0.05% | 0.06% | 0.06% | Q3 2013 | Q4 2015 | 10 |
Bayesian Capital Management, LP | 3 | 1 | 0.06% | 0.12% | 0.19% | Q4 2016 | Q2 2023 | 10 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 10 | 10 | 1.37% | 1.87% | 2.34% | Q2 2021 | Q3 2023 | 10 |
PARNASSUS INVESTMENTS, LLC | 10 | 10 | 0.04% | 0.18% | 0.28% | Q2 2013 | Q3 2015 | 10 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Rockefeller Capital Management L.P. | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 10 |
Itau Unibanco Holding S.A. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q1 2020 | 10 |
TFS CAPITAL LLC | 8 | 1 | 0.05% | 0.27% | 0.67% | Q2 2013 | Q2 2017 | 10 |
CASTLEARK MANAGEMENT LLC | 9 | 1 | 0.03% | 0.39% | 0.55% | Q1 2020 | Q3 2023 | 10 |
MERITAGE PORTFOLIO MANAGEMENT | 10 | 10 | 0.39% | 0.52% | 0.60% | Q1 2017 | Q2 2019 | 10 |
HOWE & RUSLING INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
Maryland State Retirement & Pension System | 6 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Absolute Return Capital, LLC | 10 | 10 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2015 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2020 | 10 |
MSI Financial Services Inc | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 10 |
REGENTATLANTIC CAPITAL LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q4 2019 | 10 |
NATIXIS | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2022 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 10 |
Assenagon Asset Management S.A. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 10 |
DUNCKER STREETT & CO INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2022 | 10 |
Xact Kapitalforvaltning AB | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q4 2022 | 9 |
TOWER BRIDGE ADVISORS | 9 | 9 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q3 2023 | 9 |
TORONTO DOMINION BANK | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
MENTA CAPITAL LLC | 6 | 1 | 0.06% | 0.14% | 0.32% | Q2 2013 | Q1 2019 | 9 |
Proficio Capital Partners LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 9 |
ASSETMARK, INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
Hennion & Walsh Asset Management, Inc. | 9 | 9 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Krane Funds Advisors LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2022 | 9 |
Nine Chapters Capital Management LLC | 8 | 1 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q3 2015 | 9 |
AlphaCrest Capital Management LLC | 5 | 1 | 0.01% | 0.04% | 0.12% | Q1 2019 | Q2 2022 | 9 |
Crewe Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 9 |
Manchester Capital Management LLC | 8 | 1 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 9 |
Weiss Multi-Strategy Advisers LLC | 6 | 3 | 0.04% | 0.14% | 0.46% | Q2 2020 | Q3 2022 | 9 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 9 |
10-15 ASSOCIATES, INC. | 9 | 9 | 0.09% | 0.11% | 0.13% | Q4 2017 | Q4 2019 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 9 |
DnB Asset Management AS | 7 | 2 | 0.02% | 0.11% | 0.19% | Q3 2013 | Q4 2015 | 9 |
Bowling Portfolio Management LLC | 9 | 9 | 0.06% | 0.16% | 0.48% | Q3 2020 | Q3 2022 | 9 |
Strategic Global Advisors, LLC | 9 | 9 | 0.23% | 0.64% | 0.84% | Q3 2020 | Q3 2022 | 9 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 7 | 1 | 0.00% | 0.01% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Laurion Capital Management LP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2021 | 9 |
Daiwa Securities Group Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 9 |
AdvisorNet Financial, Inc | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2023 | 9 |
AFFINITY INVESTMENT ADVISORS, LLC | 9 | 9 | 0.19% | 0.35% | 0.49% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q4 2022 | 9 |
WASATCH ADVISORS LP | 4 | 1 | 0.02% | 0.08% | 0.12% | Q2 2014 | Q4 2020 | 9 |
Private Capital Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.11% | Q2 2020 | Q2 2022 | 9 |
AUA CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Capital World Investors | 9 | 9 | 0.00% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 9 |
TimesSquare Capital Management, LLC | 8 | 1 | 0.17% | 0.51% | 0.87% | Q2 2013 | Q3 2023 | 9 |
Hiddenite Capital Partners LP | 8 | 8 | 0.81% | 2.02% | 2.76% | Q4 2021 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Hudson Bay Capital Management LP | 4 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2022 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 3 | 0.02% | 0.05% | 0.08% | Q3 2013 | Q3 2015 | 8 |
GABELLI FUNDS LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PARADIGM CAPITAL MANAGEMENT INC/NY | 8 | 8 | 0.10% | 0.17% | 0.25% | Q4 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 8 | 8 | 0.04% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cove Street Capital, LLC | 8 | 8 | 0.24% | 0.49% | 0.70% | Q4 2021 | Q3 2023 | 8 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Fiera Capital Corp | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Cambria Investment Management, L.P. | 5 | 3 | 0.14% | 0.22% | 0.32% | Q4 2018 | Q4 2020 | 8 |
Mount Yale Investment Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CIBC Private Wealth Group, LLC | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
JENNISON ASSOCIATES LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
MITCHELL CAPITAL MANAGEMENT CO | 8 | 8 | 0.09% | 0.39% | 0.70% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON CAPITAL MANAGEMENT, INC | 8 | 8 | 0.59% | 0.84% | 1.19% | Q2 2014 | Q1 2016 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hutchin Hill Capital, LP | 7 | 1 | 0.02% | 0.07% | 0.14% | Q3 2014 | Q2 2017 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
South Street Advisors LLC | 7 | 1 | 1.10% | 1.32% | 1.66% | Q4 2020 | Q4 2022 | 8 |
Ethic Inc. | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 8 |
D.A. DAVIDSON & CO. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 8 |
Williams Jones Wealth Management, LLC. | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
INTRUST BANK NA | 8 | 8 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Bridgewater Associates | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
STONE RUN CAPITAL, LLC | 8 | 8 | 0.85% | 2.06% | 3.47% | Q2 2013 | Q1 2015 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.20% | 0.35% | 0.44% | Q2 2013 | Q1 2015 | 8 |
Petrus Trust Company, LTA | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q2 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 3 | 1 | 0.02% | 0.14% | 0.56% | Q3 2015 | Q3 2023 | 8 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2021 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 7 | 1 | 0.01% | 0.09% | 0.20% | Q4 2020 | Q1 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 8 | 8 | 0.09% | 0.23% | 0.43% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 8 | 8 | 0.06% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
C M BIDWELL & ASSOCIATES LTD | 5 | 3 | 0.01% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 8 |
IndexIQ Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
NJ State Employees Deferred Compensation Plan | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 3 | 0.01% | 0.03% | 0.11% | Q3 2020 | Q1 2023 | 8 |
Private Ocean, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
AHL Partners LLP | 7 | 1 | 0.02% | 0.13% | 0.24% | Q1 2015 | Q4 2017 | 8 |
OXFORD ASSET MANAGEMENT LLP | 4 | 1 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q4 2019 | 7 |
Capital International, Inc./CA/ | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q4 2017 | Q2 2019 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.17% | 0.28% | 0.36% | Q1 2022 | Q3 2023 | 7 |
SUNTRUST BANKS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Gyon Technologies Capital Management, LP | 3 | 2 | 0.06% | 0.20% | 0.54% | Q4 2020 | Q4 2022 | 7 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 7 |
Riverwater Partners LLC | 6 | 1 | 0.17% | 0.23% | 0.27% | Q4 2021 | Q4 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 7 |
Virtus Fund Advisers, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 7 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
OSSIAM | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Leeward Investments, LLC - MA | 7 | 7 | 1.61% | 2.12% | 2.80% | Q1 2022 | Q3 2023 | 7 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 7 | 7 | 0.06% | 0.07% | 0.08% | Q3 2013 | Q1 2015 | 7 |
AVIVA PLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 7 |
Forum Financial Management, LP | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Capital International Sarl | 7 | 7 | 0.09% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Winfield Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2017 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q2 2021 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.00% | 0.08% | 0.19% | Q4 2020 | Q2 2022 | 7 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2021 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Princeton Alpha Management LP | 2 | 1 | 0.04% | 0.11% | 0.23% | Q4 2013 | Q3 2016 | 7 |
Cornerstone Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Amundi | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
APG Asset Management N.V. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 7 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q1 2023 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
PRIVATE TRUST CO NA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Mondrian Investment Partners LTD | 7 | 7 | 0.09% | 0.13% | 0.14% | Q2 2019 | Q4 2020 | 7 |
OAK RIDGE INVESTMENTS LLC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.05% | 0.24% | Q2 2021 | Q3 2023 | 7 |
CAPITAL INTERNATIONAL LTD /CA/ | 7 | 7 | 0.16% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Arlington Partners LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q2 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2021 | 7 |
HBK INVESTMENTS L P | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2019 | 7 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.27% | 0.30% | 0.35% | Q2 2022 | Q3 2023 | 6 |
Ziegler Capital Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 6 |
ING GROEP NV | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2019 | 6 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Ashfield Capital Partners, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PZENA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q1 2014 | Q2 2015 | 6 |
Impax Asset Management (AIFM) Ltd | 6 | 6 | 1.72% | 2.06% | 2.83% | Q4 2014 | Q1 2016 | 6 |
HEARTLAND ADVISORS INC | 4 | 1 | 0.00% | 0.11% | 0.20% | Q2 2014 | Q1 2021 | 6 |
ADVANCE CAPITAL I INC | 4 | 2 | 0.13% | 0.46% | 0.73% | Q2 2013 | Q4 2014 | 6 |
Quadrature Capital Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2022 | 6 |
Invictus RG | 5 | 1 | 0.04% | 0.16% | 0.36% | Q3 2016 | Q2 2018 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 6 |
Rathbones Group PLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Concord Wealth Partners | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 6 |
Transamerica Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Opus Capital Group, LLC | 6 | 6 | 0.06% | 0.40% | 0.60% | Q4 2017 | Q1 2019 | 6 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q4 2020 | 6 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Virtu KCG Holdings LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2016 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.15% | 0.17% | 0.18% | Q1 2014 | Q2 2015 | 6 |
State of Wyoming | 6 | 6 | 0.06% | 0.10% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Intersect Capital LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2014 | Q1 2022 | 6 |
SUN LIFE FINANCIAL INC | 6 | 6 | 0.06% | 0.09% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Desjardins Global Asset Management Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
RONALD BLUE & CO LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 6 |
140 Summer Partners LP | 3 | 3 | 2.34% | 5.70% | 9.16% | Q1 2022 | Q3 2023 | 6 |
PUTNAM INVESTMENTS LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 6 |
MUFG Securities EMEA plc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 6 |
Rehmann Capital Advisory Group | 3 | 1 | 0.03% | 0.11% | 0.14% | Q2 2012 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
PHILADELPHIA TRUST CO | 6 | 6 | 0.64% | 0.81% | 1.02% | Q2 2013 | Q3 2014 | 6 |
People's United Financial, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 6 |
James Hambro & Partners | 6 | 6 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2022 | 6 |
GIRARD PARTNERS LTD. | 3 | 1 | 0.02% | 0.14% | 0.24% | Q4 2013 | Q3 2018 | 6 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 6 | 6 | 0.18% | 0.26% | 0.30% | Q2 2013 | Q3 2014 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.08% | 0.13% | 0.16% | Q1 2016 | Q2 2017 | 6 |
Sterling Capital Management LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2019 | 6 |
Blueshift Asset Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q4 2022 | 6 |
BDO Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2022 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 6 |
ZPR Investment Management | 3 | 2 | 1.03% | 1.75% | 2.74% | Q1 2016 | Q2 2019 | 5 |
Carmichael Hill & Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 5 |
Tieton Capital Management, LLC | 5 | 5 | 1.87% | 1.97% | 2.17% | Q2 2013 | Q2 2014 | 5 |
TLP GROUP LLC | 2 | 1 | 0.00% | 0.08% | 0.17% | Q4 2015 | Q3 2018 | 5 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 5 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 5 | 5 | 1.80% | 2.01% | 2.40% | Q3 2022 | Q3 2023 | 5 |
NEW AMSTERDAM PARTNERS LLC/NY | 5 | 5 | 0.57% | 1.46% | 2.58% | Q4 2017 | Q4 2018 | 5 |
EAGLE ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.10% | 0.39% | Q2 2013 | Q2 2014 | 5 |
TOBAM | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
PICTET ASSET MANAGEMENT LTD | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2021 | 5 |
Ninety One North America, Inc. | 5 | 5 | 0.10% | 0.96% | 1.89% | Q2 2015 | Q2 2016 | 5 |
Crestline Management, LP | 3 | 1 | 0.24% | 0.55% | 0.73% | Q4 2021 | Q2 2023 | 5 |
Ninety One UK Ltd | 5 | 5 | 0.25% | 0.55% | 0.79% | Q2 2015 | Q2 2016 | 5 |
Cinctive Capital Management LP | 4 | 1 | 0.11% | 0.16% | 0.21% | Q1 2021 | Q1 2023 | 5 |
GAM SYSTEMATIC LLP | 5 | 5 | 0.02% | 0.18% | 0.34% | Q3 2016 | Q3 2017 | 5 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.10% | 0.27% | Q1 2021 | Q3 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2023 | 5 |
Airain ltd | 2 | 1 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q2 2017 | 5 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Silvant Capital Management LLC | 5 | 5 | 0.02% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
CX Institutional | 4 | 1 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q4 2022 | 5 |
WELD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.10% | 0.28% | 0.60% | Q4 2018 | Q4 2020 | 5 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.05% | 0.20% | 0.43% | Q3 2017 | Q2 2023 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.02% | 0.08% | 0.10% | Q1 2017 | Q1 2019 | 5 |
Banque Cantonale Vaudoise | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 5 |
Zebra Capital Management LLC | 5 | 5 | 0.13% | 0.26% | 0.35% | Q1 2018 | Q1 2019 | 5 |
Penn Capital Management Company, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q2 2013 | Q2 2014 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 2 | 0.13% | 0.47% | 0.73% | Q4 2021 | Q1 2023 | 5 |
Brookfield Asset Management | 3 | 1 | 0.01% | 0.05% | 0.14% | Q2 2021 | Q3 2022 | 5 |
PARK AVENUE SECURITIES LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
GREAT LAKES ADVISORS, LLC | 4 | 1 | 0.02% | 0.09% | 0.14% | Q2 2015 | Q1 2022 | 5 |
SECOR Capital Advisors, LP | 2 | 1 | 0.08% | 0.42% | 0.76% | Q4 2013 | Q4 2016 | 5 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q3 2022 | 5 |
Destiny Wealth Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 5 |
MACKENZIE FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ALGERT GLOBAL LLC | 4 | 1 | 0.03% | 0.12% | 0.18% | Q1 2018 | Q1 2022 | 5 |
HANCOCK WHITNEY CORP | 4 | 1 | 0.02% | 0.07% | 0.12% | Q2 2016 | Q4 2017 | 5 |
PineBridge Investments, L.P. | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 5 |
Quantitative Investment Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q3 2021 | 5 |
Gideon Capital Advisors, Inc. | 5 | 5 | 0.20% | 0.25% | 0.29% | Q4 2016 | Q4 2017 | 5 |
Quantitative Systematic Strategies LLC | 3 | 2 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q2 2021 | 5 |
Legato Capital Management LLC | 4 | 1 | 0.06% | 0.10% | 0.20% | Q2 2021 | Q3 2023 | 5 |
Prospera Financial Services Inc | 3 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Waterfront Wealth Inc. | 3 | 1 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2022 | 5 |
CenterBook Partners LP | 5 | 5 | 0.31% | 0.45% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Elk Creek Partners, LLC | 5 | 5 | 0.24% | 0.27% | 0.31% | Q4 2014 | Q4 2015 | 5 |
Lingohr Asset Management GmbH | 5 | 5 | 0.54% | 0.82% | 1.10% | Q1 2017 | Q1 2018 | 5 |
Capital International Investors | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
PRENTISS SMITH & CO INC | 5 | 5 | 1.83% | 2.71% | 3.27% | Q1 2018 | Q1 2019 | 5 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 5 | 5 | 0.10% | 0.99% | 1.63% | Q3 2022 | Q3 2023 | 5 |
WFG Advisors, LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 5 |
Empyrean Capital Partners, LP | 5 | 5 | 0.59% | 1.11% | 1.42% | Q3 2021 | Q3 2022 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
DARUMA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q2 2013 | Q2 2014 | 5 |
Man Investments Ltd | 5 | 5 | 0.09% | 0.21% | 0.27% | Q2 2013 | Q2 2014 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ICON ADVISERS INC/CO | 5 | 5 | 0.00% | 0.80% | 2.12% | Q4 2012 | Q4 2013 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
Sciencast Management LP | 2 | 1 | 0.05% | 0.13% | 0.28% | Q3 2019 | Q4 2021 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.00% | 0.15% | 0.27% | Q4 2018 | Q1 2023 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.23% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
MAVERICK CAPITAL LTD | 3 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q1 2021 | 5 |
MUNDER CAPITAL MANAGEMENT | 5 | 5 | 0.10% | 0.13% | 0.14% | Q2 2013 | Q2 2014 | 5 |
Boston Partners | 2 | 2 | 0.00% | 0.05% | 0.13% | Q4 2020 | Q1 2022 | 4 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.61% | 3.48% | 6.24% | Q3 2013 | Q4 2014 | 4 |
Santa Fe Partners LLC | 2 | 1 | 0.10% | 0.19% | 0.28% | Q2 2013 | Q1 2015 | 4 |
Dynamic Capital Management Ltd | 2 | 1 | 0.20% | 0.27% | 0.36% | Q2 2013 | Q4 2015 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
HOMESTEAD ADVISERS CORP | 4 | 4 | 0.01% | 0.15% | 0.21% | Q1 2016 | Q4 2016 | 4 |
Twin Tree Management, LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Pallas Capital Advisors LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.25% | 0.38% | 0.45% | Q3 2013 | Q2 2014 | 4 |
COOPERMAN LEON G | 4 | 4 | 3.46% | 3.69% | 3.94% | Q4 2022 | Q3 2023 | 4 |
KANALY TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 4 | 4 | 1.22% | 1.31% | 1.35% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 4 | 4 | 1.10% | 1.29% | 1.48% | Q2 2015 | Q1 2016 | 4 |
Teza Capital Management LLC | 2 | 2 | 0.08% | 0.19% | 0.36% | Q4 2016 | Q2 2022 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Archer Investment Corp | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
NatWest Group plc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
First National Bank of Hutchinson | 4 | 4 | 0.14% | 0.20% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Patriot Financial Group Insurance Agency, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.10% | 0.24% | 0.44% | Q1 2021 | Q3 2022 | 4 |
Dakota Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.28% | 0.32% | 0.37% | Q3 2019 | Q2 2020 | 4 |
EULAV Asset Management | 4 | 4 | 0.04% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Neuberger Berman Canada ULC | 4 | 4 | 0.16% | 0.28% | 0.46% | Q2 2013 | Q1 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Polar Capital Holdings Plc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
RATIONAL ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q4 2013 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 4 |
Lido Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
B. Metzler seel. Sohn & Co. AG | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.09% | 0.30% | Q4 2021 | Q3 2023 | 4 |
Innovative Portfolios | 4 | 4 | 0.73% | 0.79% | 0.82% | Q1 2021 | Q4 2021 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sandy Spring Bank | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2021 | 4 |
Soros Fund Management | 4 | 4 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SJS Investment Consulting Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
CRAWFORD INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
Chiron Investment Management, LLC | 3 | 1 | 0.01% | 1.70% | 2.66% | Q4 2017 | Q1 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Johnson Financial Group, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 4 |
BlackRock Japan Co. Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 4 |
OCCUDO QUANTITATIVE STRATEGIES LP | 2 | 1 | 0.04% | 0.14% | 0.19% | Q2 2021 | Q4 2022 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
BLAIR WILLIAM & CO/IL | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 4 |
Integrated Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cetera Advisor Networks LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverPoint Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2016 | 4 |
Echo Street Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Tidal Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 4 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2021 | 4 |
Benson Investment Management Company, Inc. | 4 | 4 | 1.82% | 2.00% | 2.19% | Q4 2022 | Q3 2023 | 4 |
LUMINUS MANAGEMENT LLC | 4 | 4 | 0.02% | 0.07% | 0.17% | Q3 2013 | Q2 2014 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
AlphaOne Investment Services, LLC | 4 | 4 | 0.17% | 0.35% | 0.42% | Q2 2013 | Q1 2014 | 4 |
CLINTON GROUP INC | 1 | 1 | 0.04% | 0.17% | 0.30% | Q4 2013 | Q3 2017 | 4 |
Tredje AP-fonden | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2022 | 4 |
Westhampton Capital, LLC | 4 | 4 | 0.40% | 0.67% | 0.94% | Q4 2022 | Q3 2023 | 4 |
MOODY ALDRICH PARTNERS LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q3 2022 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
DEERE & CO | 4 | 4 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q4 2015 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 4 |
Forest Avenue Capital Management LP | 3 | 3 | 3.63% | 4.56% | 5.05% | Q1 2023 | Q3 2023 | 3 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Capstone Investment Advisors (Netherlands), B.V. | 3 | 3 | 0.53% | 0.73% | 0.84% | Q4 2016 | Q2 2017 | 3 |
AGF INVESTMENTS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Oak Thistle LLC | 1 | 1 | 0.15% | 0.38% | 0.58% | Q1 2022 | Q3 2023 | 3 |
SAYA MANAGEMENT LP | 3 | 3 | 8.26% | 9.53% | 10.94% | Q4 2021 | Q2 2022 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q1 2014 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.10% | 0.16% | Q2 2013 | Q1 2018 | 3 |
Seelaus Asset Management LLC | 3 | 3 | 0.18% | 0.27% | 0.36% | Q3 2021 | Q1 2022 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.15% | 0.22% | 0.26% | Q2 2017 | Q4 2017 | 3 |
RICE HALL JAMES & ASSOCIATES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Calvert Investment Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 3 |
Standard Family Office LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.67% | 0.80% | 0.90% | Q4 2021 | Q2 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q1 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
British Airways Pensions Investment Management Ltd | 3 | 3 | 0.34% | 0.48% | 0.57% | Q3 2020 | Q1 2021 | 3 |
CrestPoint Capital Management, LLC | 3 | 3 | 0.30% | 0.32% | 0.35% | Q2 2014 | Q4 2014 | 3 |
Chicago Partners Investment Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
FORA Capital, LLC | 2 | 1 | 0.10% | 0.15% | 0.23% | Q1 2022 | Q4 2022 | 3 |
Avior Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.06% | 0.16% | Q4 2014 | Q3 2018 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2018 | 3 |
CAMBRIDGE TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
WADDELL & REED FINANCIAL INC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q1 2021 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 3 |
Walleye Capital LLC | 2 | 1 | 0.06% | 0.18% | 0.40% | Q4 2020 | Q3 2022 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 3 | 0.48% | 0.53% | 0.56% | Q2 2021 | Q4 2021 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
SCOUT INVESTMENTS, INC. | 2 | 1 | 0.24% | 0.29% | 0.37% | Q4 2021 | Q3 2022 | 3 |
Perkins Investment Management, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2014 | Q4 2014 | 3 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2018 | Q2 2019 | 3 |
EMERALD ADVISERS, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2015 | Q1 2016 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.09% | 0.22% | Q1 2022 | Q1 2023 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 3 |
UBS OCONNOR LLC | 1 | 1 | 0.03% | 0.16% | 0.25% | Q3 2013 | Q1 2016 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2020 | 3 |
Bridgefront Capital, LLC | 3 | 3 | 0.10% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
Lenox Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Phocas Financial Corp. | 3 | 3 | 0.16% | 0.79% | 1.13% | Q4 2013 | Q2 2014 | 3 |
FORT, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.29% | 1.13% | 1.78% | Q2 2022 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.29% | 0.30% | 0.32% | Q3 2013 | Q1 2014 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Diametric Capital, LP | 3 | 3 | 0.10% | 0.26% | 0.44% | Q4 2022 | Q2 2023 | 3 |
RAYMOND JAMES TRUST N.A. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Banco de Sabadell, S.A | 2 | 2 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q1 2018 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
MUFG Americas Holdings Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q2 2013 | 2 |
Gupta Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
American National Registered Investment Advisor, Inc. | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q1 2022 | 2 |
Advisors Preferred, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 2 |
Vantage Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Nebula Research & Development LLC | 2 | 2 | 0.22% | 0.27% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Harel Insurance Investments & Financial Services Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Pergamon Offshore Advisors, L.P. | 2 | 2 | 0.44% | 0.60% | 0.76% | Q2 2015 | Q3 2015 | 2 |
Symmetry Investments LP | 1 | 1 | 0.88% | 0.89% | 0.90% | Q3 2021 | Q1 2022 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 2 |
Wilmington Trust, National Association | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BBT Capital Management, LLC | 2 | 2 | 0.46% | 0.62% | 0.77% | Q1 2019 | Q2 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.14% | 0.23% | Q2 2013 | Q4 2013 | 2 |
Your Advocates Ltd., LLP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Quarry LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.13% | 0.24% | 0.34% | Q2 2014 | Q2 2014 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ENTERPRISE FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Centiva Capital, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Dorsey Wright & Associates | 1 | 1 | 0.08% | 0.26% | 0.44% | Q2 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
AMERICAN NATIONAL INSURANCE CO | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Greenland Capital Management LP | 2 | 2 | 0.11% | 0.14% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Kestra Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Laurel Wealth Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2018 | Q2 2023 | 2 |
DELTA ASSET MANAGEMENT LLC/TN | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.04% | 0.08% | 0.11% | Q3 2013 | Q4 2013 | 2 |
INVESTMENT CENTERS OF AMERICA INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 2 | 2 | 0.23% | 0.42% | 0.61% | Q1 2016 | Q2 2016 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Findlay Park Partners LLP | 2 | 2 | 0.37% | 0.37% | 0.38% | Q3 2013 | Q4 2013 | 2 |
InView Investment Management LLC | 2 | 2 | 1.94% | 2.02% | 2.10% | Q2 2013 | Q3 2013 | 2 |
THIRD AVENUE MANAGEMENT LLC | 2 | 2 | 0.11% | 0.33% | 0.55% | Q3 2014 | Q4 2014 | 2 |
Calamos Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
Key Client Fiduciary Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Perpetual Ltd | 2 | 2 | 0.24% | 0.24% | 0.25% | Q3 2014 | Q4 2014 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.25% | 0.29% | 0.32% | Q2 2021 | Q4 2022 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
J. L. Bainbridge & Co., Inc. | 2 | 2 | 3.34% | 3.48% | 3.62% | Q2 2023 | Q3 2023 | 2 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Kortright Capital Partners LP | 2 | 2 | 0.36% | 0.36% | 0.36% | Q2 2015 | Q3 2015 | 2 |
EAM Investors, LLC | 2 | 2 | 0.23% | 0.27% | 0.30% | Q4 2020 | Q1 2021 | 2 |
American Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Key FInancial Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2016 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.37% | 0.42% | 0.48% | Q1 2023 | Q1 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Winton Capital Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Vestcor Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Liontrust Investment Partners LLP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
TradeLink Capital LLC | 1 | 1 | 0.52% | 6.97% | 13.42% | Q1 2015 | Q3 2021 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2017 | 2 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Buckley Wealth Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2016 | Q4 2016 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2017 | Q3 2023 | 2 |
Chescapmanager LLC | 2 | 2 | 1.80% | 2.07% | 2.33% | Q4 2021 | Q1 2022 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
HARTFORD INVESTMENT MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
EDENTREE ASSET MANAGEMENT Ltd | 2 | 2 | 0.31% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Machina Capital S.A.S. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
DUBUQUE BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2021 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2022 | 2 |
OLD NATIONAL BANCORP /IN/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Stux Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Cambridge Investment Research Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Clark Capital Management Group, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Yorktown Management & Research Co Inc | 2 | 2 | 0.37% | 0.38% | 0.38% | Q2 2023 | Q3 2023 | 2 |
LUCUS ADVISORS LLC | 1 | 1 | 0.34% | 0.42% | 0.49% | Q3 2016 | Q2 2017 | 2 |
Summit Global Investments | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q4 2021 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Aristides Capital LLC | 2 | 2 | 0.16% | 0.34% | 0.52% | Q4 2019 | Q1 2020 | 2 |
One Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.17% | 0.37% | 0.56% | Q4 2013 | Q1 2014 | 2 |
HighTower Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.08% | 0.18% | 0.28% | Q3 2018 | Q1 2019 | 2 |
Olympiad Research LP | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2019 | Q1 2020 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.02% | 0.24% | 0.47% | Q4 2016 | Q4 2021 | 2 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2020 | 2 |
ZACKS INVESTMENT MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
Third Point | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2023 | Q3 2023 | 1 |
Maven Securities LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GLG LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2016 | Q3 2016 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2019 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2014 | Q3 2014 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ASSET MANAGEMENT CORP /IL/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Blackstone Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MQS Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2015 | Q2 2015 | 1 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2014 | Q2 2014 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VAN DEN BERG MANAGEMENT I, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Integrated Wealth Concepts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2018 | Q2 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Next Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
AMERICAN FINANCIAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
THB ASSET MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Westside Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Carroll Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BOW STREET LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2014 | Q4 2014 | 1 |
Alpha DNA Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VIKING GLOBAL INVESTORS LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Jade Capital Advisors, LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2019 | Q4 2019 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
INTECH INVESTMENT MANAGEMENT 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% | Q3 2020 | Q3 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Bodri Capital Management, LLC | 1 | 1 | 2.77% | 2.77% | 2.77% | Q3 2013 | Q3 2013 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
FULTON BANK, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 1.26% | 1.26% | 1.26% | Q3 2023 | Q3 2023 | 1 |
Invictus RG Pte. Ltd. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2015 | Q1 2015 | 1 |
Lloyds Banking Group plc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2021 | Q3 2021 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW ENGLAND SECURITIES CORP /MA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ALLSTATE CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kula Investments, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Cortina Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2015 | Q2 2015 | 1 |
Capital CS Group, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2021 | Q1 2021 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2018 | Q1 2018 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2014 | Q3 2014 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Bornite Capital Management LP | 1 | 1 | 2.34% | 2.34% | 2.34% | Q4 2022 | Q4 2022 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2021 | Q3 2021 | 1 |
Bain Capital Public Equity Management II, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
T. Rowe Price Investment Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2015 | Q4 2015 | 1 |
Neo Ivy Capital Management | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2022 | Q4 2022 | 1 |
BFSG, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Exos Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CANANDAIGUA NATIONAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Ceredex Value Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Woodline Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEW YORK LIFE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q3 2017 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MCF Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
RobecoSam USA, Inc. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2013 | Q3 2013 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FALCON POINT CAPITAL, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 3.31% | 3.31% | 3.31% | Q3 2021 | Q3 2021 | 1 |
Raymond James Financial Services Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
O'Shares Investment Advisers, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
GLG Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
B. Metzler seel. Sohn & Co. Holding AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Kolinsky Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own REGAL BELOIT CORP or have owned REGAL BELOIT CORP in the past.