Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 27 | 27 | 0.00% | 0.01% | 0.14% | Q1 2017 | Q3 2023 | 79 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 27 | 27 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 77 |
Walleye Trading LLC | 18 | 8 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 60 |
WOLVERINE TRADING, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 60 |
CITIGROUP INC | 27 | 27 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q3 2023 | 56 |
TWO SIGMA INVESTMENTS, LP | 17 | 9 | 0.00% | 0.12% | 0.52% | Q1 2017 | Q3 2023 | 56 |
BARCLAYS PLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 54 |
JANE STREET GROUP, LLC | 26 | 26 | 0.00% | 0.00% | 0.05% | Q2 2017 | Q3 2023 | 52 |
D. E. Shaw & Co., Inc. | 27 | 27 | 0.00% | 0.07% | 0.31% | Q1 2017 | Q3 2023 | 50 |
PEAK6 Investments LLC | 11 | 3 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 47 |
TWO SIGMA SECURITIES, LLC | 14 | 3 | 0.00% | 0.02% | 0.13% | Q3 2017 | Q3 2023 | 47 |
CAPITAL FUND MANAGEMENT S.A. | 12 | 2 | 0.00% | 0.05% | 0.26% | Q2 2017 | Q3 2023 | 40 |
CAPSTONE INVESTMENT ADVISORS, LLC | 14 | 3 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 40 |
GOLDMAN SACHS GROUP INC | 27 | 27 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 34 |
Cubist Systematic Strategies, LLC | 20 | 5 | 0.00% | 0.05% | 0.23% | Q1 2017 | Q3 2023 | 33 |
ROYAL BANK OF CANADA | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 31 |
Nuveen Asset Management, LLC | 27 | 27 | 0.00% | 0.12% | 0.37% | Q1 2017 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
DEUTSCHE BANK AG\ | 27 | 27 | 0.00% | 0.23% | 0.54% | Q1 2017 | Q3 2023 | 30 |
CREDIT SUISSE AG/ | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 30 |
UBS Group AG | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 30 |
BANK OF AMERICA CORP /DE/ | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 29 |
Gulf International Bank (UK) Ltd | 28 | 28 | 0.06% | 0.09% | 0.13% | Q4 2016 | Q3 2023 | 28 |
DF DENT & CO INC | 28 | 28 | 0.56% | 1.25% | 2.12% | Q4 2016 | Q3 2023 | 28 |
PANAGORA ASSET MANAGEMENT INC | 28 | 28 | 0.00% | 0.15% | 0.42% | Q4 2016 | Q3 2023 | 28 |
BANK OF MONTREAL /CAN/ | 24 | 2 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 28 |
BLAIR WILLIAM & CO/IL | 28 | 28 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 28 |
EARNEST PARTNERS LLC | 28 | 28 | 0.24% | 0.54% | 1.06% | Q4 2016 | Q3 2023 | 28 |
RHUMBLINE ADVISERS | 28 | 28 | 0.04% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Fernwood Investment Management, LLC | 28 | 28 | 0.38% | 0.86% | 1.41% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
DnB Asset Management AS | 28 | 28 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q4 2023 | 28 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 28 | 28 | 0.04% | 0.07% | 0.11% | Q4 2016 | Q3 2023 | 28 |
MILLENNIUM MANAGEMENT LLC | 27 | 27 | 0.00% | 0.10% | 0.27% | Q1 2017 | Q3 2023 | 28 |
BAMCO INC /NY/ | 28 | 28 | 0.21% | 0.80% | 1.41% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 28 |
UBS ASSET MANAGEMENT AMERICAS INC | 28 | 28 | 0.01% | 0.10% | 0.20% | Q4 2016 | Q3 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
ClearBridge Investments | 27 | 27 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q3 2023 | 27 |
MACQUARIE GROUP LTD | 27 | 27 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 27 | 27 | 0.03% | 0.05% | 0.10% | Q1 2017 | Q3 2023 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 27 | 27 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
WHITTIER TRUST CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
MORGAN STANLEY | 27 | 27 | 0.02% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Rafferty Asset Management, LLC | 27 | 27 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 27 |
SYNOVUS FINANCIAL CORP | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 27 | 27 | 0.04% | 0.13% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Mitsubishi UFJ Trust & Banking Corp | 27 | 27 | 0.04% | 0.32% | 0.78% | Q1 2017 | Q3 2023 | 27 |
Cypress Capital Group | 27 | 27 | 0.11% | 0.18% | 0.30% | Q1 2017 | Q3 2023 | 27 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Pacer Advisors, Inc. | 27 | 27 | 0.01% | 0.35% | 0.94% | Q1 2017 | Q3 2023 | 27 |
NEW YORK STATE COMMON RETIREMENT FUND | 27 | 27 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 27 |
BESSEMER GROUP INC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
TORONTO DOMINION BANK | 27 | 27 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 27 |
CANADA PENSION PLAN INVESTMENT BOARD | 27 | 27 | 0.02% | 0.50% | 1.62% | Q1 2017 | Q3 2023 | 27 |
JPMORGAN CHASE & CO | 27 | 27 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 27 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 27 | 27 | 0.01% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
COMMERCE BANK | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
AMALGAMATED BANK | 27 | 27 | 0.04% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.02% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 27 | 27 | 0.02% | 0.10% | 0.24% | Q1 2017 | Q3 2023 | 27 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 27 | 27 | 0.02% | 0.10% | 0.18% | Q1 2017 | Q3 2023 | 27 |
PRICE T ROWE ASSOCIATES INC /MD/ | 27 | 27 | 0.03% | 0.07% | 0.16% | Q1 2017 | Q3 2023 | 27 |
TimesSquare Capital Management, LLC | 27 | 27 | 0.33% | 1.35% | 2.27% | Q4 2016 | Q2 2023 | 27 |
Mitsubishi UFJ Asset Management Co., Ltd. | 27 | 27 | 0.04% | 0.07% | 0.11% | Q1 2017 | Q3 2023 | 27 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.02% | 0.06% | 0.18% | Q1 2017 | Q3 2023 | 27 |
VANGUARD GROUP INC | 27 | 27 | 0.06% | 0.13% | 0.21% | Q1 2017 | Q3 2023 | 27 |
JANUS HENDERSON GROUP PLC | 27 | 27 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q3 2023 | 27 |
DIMENSIONAL FUND ADVISORS LP | 27 | 27 | 0.01% | 0.14% | 0.23% | Q1 2017 | Q3 2023 | 27 |
NISA INVESTMENT ADVISORS, LLC | 27 | 27 | 0.01% | 0.10% | 0.26% | Q1 2017 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 27 | 27 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
CENTRAL TRUST Co | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.64% | 1.36% | 2.37% | Q1 2017 | Q3 2023 | 27 |
PICTON MAHONEY ASSET MANAGEMENT | 27 | 27 | 0.01% | 0.33% | 1.17% | Q1 2017 | Q3 2023 | 27 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 27 | 27 | 0.03% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Daiwa Securities Group Inc. | 27 | 27 | 0.00% | 0.11% | 1.18% | Q1 2017 | Q3 2023 | 27 |
FRANKLIN RESOURCES INC | 27 | 27 | 0.07% | 0.22% | 0.38% | Q1 2017 | Q3 2023 | 27 |
KEYBANK NATIONAL ASSOCIATION/OH | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
First Bank & Trust | 27 | 27 | 0.23% | 0.65% | 1.22% | Q1 2017 | Q3 2023 | 27 |
Invesco Ltd. | 27 | 27 | 0.05% | 0.11% | 0.23% | Q1 2017 | Q3 2023 | 27 |
GABELLI FUNDS LLC | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
FMR LLC | 27 | 27 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 27 | 27 | 0.03% | 0.08% | 0.19% | Q1 2017 | Q3 2023 | 27 |
FORSTA AP-FONDEN | 27 | 27 | 0.04% | 0.18% | 0.75% | Q1 2017 | Q3 2023 | 27 |
Avenir Corp | 27 | 27 | 0.09% | 0.21% | 1.05% | Q1 2017 | Q3 2023 | 27 |
WELLS FARGO & COMPANY/MN | 27 | 27 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
PROFUND ADVISORS LLC | 27 | 27 | 0.02% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.10% | 0.25% | 0.55% | Q1 2017 | Q3 2023 | 27 |
State of New Jersey Common Pension Fund D | 27 | 27 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
Robeco Institutional Asset Management B.V. | 27 | 27 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 27 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
Livforsakringsbolaget Skandia, Omsesidigt | 27 | 27 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Swiss National Bank | 27 | 27 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
COHEN & STEERS, INC. | 27 | 27 | 0.00% | 1.63% | 3.03% | Q1 2017 | Q3 2023 | 27 |
TUDOR INVESTMENT CORP ET AL | 12 | 2 | 0.00% | 0.10% | 0.39% | Q3 2017 | Q3 2023 | 27 |
Korea Investment CORP | 27 | 27 | 0.02% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 27 |
BlackRock Inc. | 27 | 27 | 0.05% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Candriam S.C.A. | 27 | 27 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
BNP Paribas Asset Management Holding S.A. | 27 | 27 | 0.01% | 0.04% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Legal & General Group Plc | 27 | 27 | 0.08% | 0.13% | 0.19% | Q1 2017 | Q3 2023 | 27 |
GEODE CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
NOMURA ASSET MANAGEMENT CO LTD | 27 | 27 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
ProShare Advisors LLC | 27 | 27 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q3 2023 | 27 |
APG Asset Management N.V. | 27 | 27 | 0.00% | 0.23% | 0.47% | Q1 2017 | Q3 2023 | 27 |
LPL Financial LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 27 |
TRILLIUM ASSET MANAGEMENT, LLC | 27 | 27 | 0.36% | 0.61% | 0.90% | Q1 2017 | Q3 2023 | 27 |
STATE STREET CORP | 27 | 27 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 27 | 27 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
AMERICAN CENTURY COMPANIES INC | 27 | 27 | 0.13% | 0.35% | 0.81% | Q1 2017 | Q3 2023 | 27 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.02% | 0.28% | 1.32% | Q4 2016 | Q2 2023 | 27 |
STIFEL FINANCIAL CORP | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 27 | 27 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.07% | 0.11% | 0.17% | Q1 2017 | Q3 2023 | 27 |
EAGLE ASSET MANAGEMENT INC | 27 | 27 | 0.24% | 0.74% | 1.30% | Q1 2017 | Q3 2023 | 27 |
Skylands Capital, LLC | 27 | 27 | 0.10% | 0.38% | 0.84% | Q1 2017 | Q3 2023 | 27 |
METROPOLITAN LIFE INSURANCE CO/NY | 27 | 27 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
HARTFORD INVESTMENT MANAGEMENT CO | 27 | 27 | 0.06% | 0.13% | 0.35% | Q1 2017 | Q3 2023 | 27 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
VICTORY CAPITAL MANAGEMENT INC | 27 | 27 | 0.00% | 0.16% | 0.35% | Q1 2017 | Q3 2023 | 27 |
Meiji Yasuda Asset Management Co Ltd. | 27 | 27 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
HSBC HOLDINGS PLC | 27 | 27 | 0.01% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 27 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.49% | 2.19% | 9.48% | Q1 2017 | Q3 2023 | 27 |
Atria Investments, Inc | 27 | 27 | 0.03% | 0.06% | 0.21% | Q1 2017 | Q3 2023 | 27 |
US BANCORP \DE\ | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
TD ASSET MANAGEMENT INC | 27 | 27 | 0.01% | 0.05% | 0.11% | Q1 2017 | Q3 2023 | 27 |
CIBC Asset Management Inc | 27 | 27 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Asset Management One Co., Ltd. | 27 | 27 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 27 |
AMERIPRISE FINANCIAL INC | 27 | 27 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 27 |
NORTHERN TRUST CORP | 27 | 27 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 27 |
HighTower Advisors, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Private Advisor Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
RAYMOND JAMES & ASSOCIATES | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
GUGGENHEIM CAPITAL LLC | 27 | 27 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 27 |
PITCAIRN CO | 27 | 27 | 0.26% | 0.39% | 0.68% | Q1 2017 | Q3 2023 | 27 |
Parkside Financial Bank & Trust | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Motley Fool Asset Management LLC | 27 | 27 | 1.00% | 2.38% | 4.06% | Q1 2017 | Q3 2023 | 27 |
FIL Ltd | 27 | 27 | 0.00% | 0.07% | 0.28% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL FINANCIAL INC | 27 | 27 | 0.00% | 0.07% | 0.21% | Q1 2017 | Q3 2023 | 27 |
PRINCIPAL FINANCIAL GROUP INC | 27 | 27 | 0.40% | 0.68% | 0.87% | Q1 2017 | Q3 2023 | 27 |
National Pension Service | 27 | 27 | 0.04% | 0.11% | 0.14% | Q1 2017 | Q3 2023 | 27 |
VOYA INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.01% | 0.23% | 0.50% | Q1 2017 | Q3 2023 | 27 |
M&T BANK CORP | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
GATEWAY INVESTMENT ADVISERS LLC | 27 | 27 | 0.00% | 0.02% | 0.11% | Q1 2017 | Q3 2023 | 27 |
Oakworth Capital, Inc. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Sumitomo Mitsui Trust Holdings, Inc. | 27 | 27 | 0.04% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Bank of New York Mellon Corp | 27 | 27 | 0.02% | 0.05% | 0.07% | Q1 2017 | Q3 2023 | 27 |
AVIVA PLC | 27 | 27 | 0.05% | 0.09% | 0.28% | Q1 2017 | Q3 2023 | 27 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 27 | 27 | 0.04% | 0.08% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Dai-ichi Life Insurance Company, Ltd | 27 | 27 | 0.00% | 0.04% | 0.08% | Q1 2017 | Q3 2023 | 27 |
PECONIC PARTNERS LLC | 25 | 25 | 0.02% | 2.72% | 7.24% | Q1 2017 | Q1 2023 | 27 |
FIFTH THIRD BANCORP | 27 | 27 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 27 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 27 | 27 | 0.05% | 0.10% | 0.14% | Q1 2017 | Q3 2023 | 27 |
TORRAY INVESTMENT PARTNERS LLC | 27 | 27 | 0.07% | 0.21% | 0.35% | Q1 2017 | Q3 2023 | 27 |
Creative Planning | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 27 | 27 | 0.05% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
STATE OF WISCONSIN INVESTMENT BOARD | 27 | 27 | 0.04% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 27 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 27 |
CIBC Private Wealth Group, LLC | 27 | 27 | 0.09% | 0.22% | 0.70% | Q1 2017 | Q3 2023 | 27 |
Arizona State Retirement System | 27 | 27 | 0.01% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 27 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 27 | 27 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 27 | 27 | 0.05% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Advisors Asset Management, Inc. | 27 | 27 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
Gerber Kawasaki Wealth & Investment Management | 27 | 27 | 0.00% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Utah Retirement Systems | 27 | 27 | 0.06% | 0.09% | 0.14% | Q1 2017 | Q3 2023 | 27 |
KBC Group NV | 27 | 27 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q3 2023 | 27 |
Cambridge Investment Research Advisors, Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 27 | 0.00% | 0.04% | 0.07% | Q1 2017 | Q3 2023 | 27 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 27 | 27 | 0.02% | 0.07% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Neuberger Berman Group LLC | 27 | 27 | 0.04% | 0.11% | 0.18% | Q1 2017 | Q3 2023 | 27 |
TEALWOOD ASSET MANAGEMENT INC | 17 | 10 | 0.39% | 0.70% | 1.34% | Q1 2017 | Q4 2023 | 27 |
Russell Investments Group, Ltd. | 27 | 27 | 0.04% | 0.12% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2022 | 27 |
Gilbert & Cook, Inc. | 26 | 26 | 0.07% | 0.12% | 0.19% | Q2 2017 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 26 |
REGIONS FINANCIAL CORP | 26 | 26 | 0.03% | 0.15% | 0.32% | Q2 2017 | Q3 2023 | 26 |
FIRST TRUST ADVISORS LP | 22 | 4 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 26 |
KING LUTHER CAPITAL MANAGEMENT CORP | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
OLD NATIONAL BANCORP /IN/ | 26 | 26 | 0.01% | 0.08% | 0.15% | Q1 2017 | Q2 2023 | 26 |
Paloma Partners Management Co | 9 | 1 | 0.01% | 0.08% | 0.74% | Q1 2017 | Q3 2021 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 6 | 0.00% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 26 |
JENNISON ASSOCIATES LLC | 26 | 26 | 0.00% | 0.12% | 0.31% | Q1 2017 | Q2 2023 | 26 |
FEDERATED HERMES, INC. | 25 | 1 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q3 2023 | 26 |
SG Americas Securities, LLC | 20 | 6 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 26 |
TWO SIGMA ADVISERS, LP | 18 | 8 | 0.01% | 0.23% | 0.45% | Q1 2017 | Q3 2023 | 26 |
BANK OF NOVA SCOTIA | 25 | 1 | 0.01% | 0.01% | 0.05% | Q1 2017 | Q3 2023 | 26 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
BOKF, NA | 17 | 9 | 0.02% | 0.04% | 0.09% | Q1 2017 | Q3 2023 | 26 |
Veritable, L.P. | 26 | 26 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2023 | 26 |
Land & Buildings Investment Management | 26 | 26 | 1.42% | 5.27% | 14.95% | Q2 2017 | Q3 2023 | 26 |
REAVES W H & CO INC | 26 | 26 | 0.36% | 1.70% | 3.27% | Q2 2017 | Q3 2023 | 26 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 26 |
Ameritas Investment Partners, Inc. | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Kistler-Tiffany Companies, LLC | 26 | 26 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q2 2023 | 26 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 25 | 1 | 0.01% | 0.12% | 0.29% | Q1 2017 | Q3 2023 | 26 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 19 | 7 | 0.00% | 0.02% | 0.10% | Q1 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 25 | 25 | 0.01% | 0.04% | 0.09% | Q3 2017 | Q3 2023 | 25 |
AMF Tjanstepension AB | 25 | 25 | 0.02% | 0.16% | 0.27% | Q3 2017 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 25 | 25 | 0.00% | 0.05% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Andra AP-fonden | 12 | 6 | 0.02% | 0.18% | 0.60% | Q1 2017 | Q3 2023 | 25 |
Checchi Capital Advisers, LLC | 25 | 25 | 0.02% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Louisiana State Employees Retirement System | 25 | 25 | 0.03% | 0.06% | 0.09% | Q3 2017 | Q3 2023 | 25 |
Renaissance Technologies | 20 | 5 | 0.01% | 0.15% | 0.34% | Q2 2017 | Q3 2023 | 25 |
WESTPAC BANKING CORP | 24 | 1 | 0.02% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 25 |
AQR Capital Management | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
FDx Advisors, Inc. | 25 | 25 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 25 | 25 | 0.02% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 25 |
NATIXIS ADVISORS, L.P. | 25 | 25 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q1 2023 | 25 |
NOMURA HOLDINGS INC | 8 | 2 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q2 2023 | 25 |
TEXAS PERMANENT SCHOOL FUND CORP | 25 | 25 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 25 |
Kentucky Retirement Systems Insurance Trust Fund | 25 | 25 | 0.06% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Kentucky Retirement Systems | 25 | 25 | 0.06% | 0.10% | 0.14% | Q3 2017 | Q3 2023 | 25 |
Coastline Trust Co | 25 | 25 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2023 | 25 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 25 | 25 | 0.05% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
abrdn plc | 25 | 25 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 25 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 14 | 11 | 0.00% | 0.13% | 0.35% | Q2 2017 | Q3 2023 | 25 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 25 | 25 | 0.04% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Retirement Systems of Alabama | 25 | 25 | 0.04% | 0.09% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Norinchukin Bank, The | 25 | 25 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
SHELL ASSET MANAGEMENT CO | 25 | 25 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2023 | 25 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 25 | 25 | 0.02% | 0.16% | 0.38% | Q3 2017 | Q3 2023 | 25 |
State of Tennessee, Treasury Department | 25 | 25 | 0.01% | 0.04% | 0.10% | Q3 2017 | Q3 2023 | 25 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 25 | 25 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2023 | 25 |
SECURIAN ASSET MANAGEMENT, INC | 25 | 25 | 0.04% | 0.12% | 0.40% | Q3 2017 | Q3 2023 | 25 |
Magellan Asset Management Ltd | 22 | 3 | 0.04% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 25 | 25 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q1 2023 | 25 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 25 | 25 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2023 | 25 |
Chevy Chase Trust Holdings, LLC | 25 | 25 | 0.05% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Manning & Napier Group, LLC | 24 | 24 | 0.41% | 1.24% | 2.09% | Q4 2017 | Q3 2023 | 24 |
Capital Research Global Investors | 22 | 2 | 0.02% | 0.19% | 0.46% | Q4 2016 | Q3 2023 | 24 |
STRS OHIO | 21 | 3 | 0.00% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 15 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
Glassman Wealth Services | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
NORGES BANK | 24 | 24 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q4 2022 | 24 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 10 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
BRASADA CAPITAL MANAGEMENT, LP | 24 | 24 | 0.08% | 1.31% | 1.97% | Q4 2017 | Q3 2023 | 24 |
DUPONT CAPITAL MANAGEMENT CORP | 24 | 24 | 0.00% | 0.03% | 0.10% | Q3 2017 | Q2 2023 | 24 |
Permit Capital, LLC | 24 | 24 | 51.97% | 63.25% | 78.66% | Q4 2017 | Q3 2023 | 24 |
CHILTON CAPITAL MANAGEMENT LLC | 24 | 24 | 0.93% | 1.94% | 3.03% | Q4 2017 | Q3 2023 | 24 |
THRIVENT FINANCIAL FOR LUTHERANS | 24 | 24 | 0.05% | 0.11% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 22 | 2 | 0.00% | 0.17% | 0.39% | Q1 2017 | Q1 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 24 | 24 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Raine Capital LLC | 24 | 24 | 0.28% | 5.85% | 18.03% | Q1 2017 | Q4 2022 | 24 |
LAZARD ASSET MANAGEMENT LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
SENTRY INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q3 2023 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.02% | 0.17% | 0.68% | Q4 2017 | Q3 2023 | 24 |
CWM, LLC | 16 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 24 |
ClariVest Asset Management LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2023 | 24 |
American Assets Capital Advisers, LLC | 24 | 24 | 0.29% | 3.35% | 4.85% | Q4 2017 | Q3 2023 | 24 |
Fortis Advisors, LLC | 23 | 23 | 0.04% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 23 |
FRED ALGER MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.14% | 0.82% | Q2 2017 | Q4 2022 | 23 |
Stonehage Fleming Financial Services Holdings Ltd | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2023 | 23 |
BROWN BROTHERS HARRIMAN & CO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.03% | 1.23% | 3.20% | Q1 2018 | Q3 2023 | 23 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 18 | 5 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
GLENMEDE TRUST CO NA | 8 | 3 | 0.00% | 0.01% | 0.11% | Q1 2017 | Q3 2023 | 23 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 22 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
Avior Wealth Management, LLC | 18 | 5 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 23 |
MARSICO CAPITAL MANAGEMENT LLC | 23 | 23 | 0.11% | 0.23% | 0.33% | Q1 2017 | Q3 2022 | 23 |
OPPENHEIMER & CO INC | 23 | 23 | 0.03% | 0.06% | 0.14% | Q1 2018 | Q3 2023 | 23 |
EATON VANCE MANAGEMENT | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.04% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 23 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 22 | 22 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q1 2022 | 22 |
ZEKE CAPITAL ADVISORS, LLC | 22 | 22 | 0.04% | 0.09% | 0.21% | Q3 2017 | Q4 2022 | 22 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 22 | 22 | 0.09% | 0.46% | 0.72% | Q2 2018 | Q3 2023 | 22 |
COMERICA BANK | 22 | 22 | 0.05% | 0.07% | 0.12% | Q3 2017 | Q4 2022 | 22 |
CI INVESTMENTS INC. | 22 | 22 | 0.05% | 0.31% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Tarbox Family Office, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 20 | 2 | 0.01% | 0.37% | 0.78% | Q2 2017 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 15 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 22 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
SCHWARTZ INVESTMENT COUNSEL INC | 21 | 21 | 0.51% | 1.48% | 2.08% | Q3 2018 | Q3 2023 | 21 |
MEEDER ASSET MANAGEMENT INC | 16 | 5 | 0.00% | 0.05% | 0.17% | Q2 2017 | Q3 2022 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.06% | 0.10% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC | 21 | 21 | 0.15% | 1.90% | 4.34% | Q3 2018 | Q3 2023 | 21 |
MCF Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 21 |
ONTARIO TEACHERS PENSION PLAN BOARD | 17 | 1 | 0.01% | 0.04% | 0.16% | Q3 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 21 |
ING GROEP NV | 19 | 2 | 0.01% | 0.05% | 0.18% | Q3 2017 | Q3 2023 | 21 |
Man Group plc | 11 | 10 | 0.05% | 0.19% | 0.64% | Q1 2018 | Q3 2023 | 21 |
KINGS POINT CAPITAL MANAGEMENT | 21 | 21 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2022 | 21 |
Voya Financial Advisors, Inc. | 21 | 21 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q3 2023 | 21 |
NORDEA INVESTMENT MANAGEMENT AB | 21 | 21 | 0.00% | 0.02% | 0.07% | Q3 2018 | Q3 2023 | 21 |
IBM Retirement Fund | 21 | 21 | 0.06% | 0.08% | 0.13% | Q1 2017 | Q1 2022 | 21 |
FCA CORP /TX | 18 | 3 | 0.11% | 0.17% | 0.27% | Q1 2017 | Q2 2022 | 21 |
GREENLEAF TRUST | 17 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.10% | 0.25% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Pendal Group Ltd | 12 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.18% | 0.28% | 0.39% | Q4 2018 | Q3 2023 | 20 |
TRUIST FINANCIAL CORP | 16 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 20 |
Proficio Capital Partners LLC | 11 | 9 | 0.01% | 0.05% | 0.13% | Q4 2016 | Q1 2023 | 20 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.11% | 0.40% | Q1 2017 | Q2 2022 | 20 |
MML INVESTORS SERVICES, LLC | 20 | 20 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Tredje AP-fonden | 8 | 5 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.11% | 0.31% | 0.82% | Q4 2017 | Q3 2022 | 20 |
ACADIAN ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 20 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.02% | 0.17% | 0.38% | Q1 2017 | Q3 2023 | 20 |
ALLSTATE CORP | 17 | 1 | 0.01% | 0.05% | 0.24% | Q1 2017 | Q3 2023 | 20 |
LORD, ABBETT & CO. LLC | 20 | 20 | 0.01% | 0.05% | 0.12% | Q4 2017 | Q3 2022 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.06% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Valeo Financial Advisors, LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2023 | 20 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 20 |
Quantbot Technologies LP | 7 | 1 | 0.01% | 0.22% | 0.54% | Q1 2017 | Q2 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 14 | 6 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
AMP Capital Investors Ltd | 20 | 20 | 0.10% | 0.19% | 0.30% | Q1 2017 | Q4 2021 | 20 |
ROYAL LONDON ASSET MANAGEMENT LTD | 20 | 20 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Brookfield Asset Management | 14 | 1 | 0.01% | 0.42% | 0.93% | Q1 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.09% | 0.28% | Q2 2017 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 19 | 19 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2021 | 19 |
Gemmer Asset Management LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
World Asset Management Inc | 19 | 19 | 0.02% | 0.08% | 0.11% | Q1 2017 | Q3 2021 | 19 |
D.B. Root & Company, LLC | 19 | 19 | 0.16% | 0.27% | 0.43% | Q3 2018 | Q1 2023 | 19 |
Mirae Asset Global Investments Co., Ltd. | 19 | 19 | 0.00% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.03% | 0.04% | Q3 2018 | Q3 2023 | 19 |
Penserra Capital Management LLC | 19 | 19 | 0.01% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q2 2022 | 19 |
Versant Capital Management, Inc | 12 | 7 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q4 2023 | 19 |
McIlrath & Eck, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Aurora Investment Counsel | 13 | 6 | 0.70% | 0.90% | 1.08% | Q4 2017 | Q3 2023 | 19 |
ExodusPoint Capital Management, LP | 18 | 1 | 0.01% | 0.06% | 0.18% | Q4 2018 | Q3 2023 | 19 |
CONNING INC. | 19 | 19 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2022 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.16% | 0.66% | Q2 2017 | Q3 2023 | 18 |
Smithfield Trust Co | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 18 |
DAVIS R M INC | 9 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 18 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 8 | 3 | 0.03% | 0.59% | 1.67% | Q1 2018 | Q3 2023 | 18 |
EP Wealth Advisors, LLC | 14 | 4 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 18 |
Summit Trail Advisors, LLC | 12 | 2 | 0.02% | 0.12% | 0.62% | Q4 2017 | Q3 2023 | 18 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2023 | 18 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.17% | 2.38% | Q2 2017 | Q3 2022 | 18 |
EMERALD ADVISERS, LLC | 16 | 1 | 0.00% | 0.06% | 0.13% | Q1 2017 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
MANAGED ACCOUNT SERVICES INC | 13 | 5 | 0.11% | 0.20% | 0.28% | Q1 2017 | Q3 2021 | 18 |
GUYASUTA INVESTMENT ADVISORS INC | 18 | 18 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
VAN ECK ASSOCIATES CORP | 16 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 18 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 2 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q1 2021 | 18 |
QS Investors, LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2021 | 18 |
PICTET ASSET MANAGEMENT LTD | 18 | 18 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2021 | 18 |
MV CAPITAL MANAGEMENT, INC. | 11 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Engineers Gate Manager LP | 5 | 1 | 0.01% | 0.14% | 0.50% | Q2 2017 | Q3 2023 | 18 |
USS Investment Management Ltd | 18 | 18 | 0.06% | 0.42% | 1.14% | Q2 2019 | Q3 2023 | 18 |
PUTNAM INVESTMENTS LLC | 11 | 3 | 0.00% | 0.05% | 0.27% | Q2 2017 | Q3 2023 | 18 |
Vident Investment Advisory, LLC | 11 | 6 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q2 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.09% | 0.28% | Q4 2016 | Q3 2023 | 17 |
American Investment Services, Inc. | 17 | 17 | 0.05% | 0.11% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Pathway Financial Advisors LLC | 7 | 3 | 0.06% | 0.09% | 0.12% | Q4 2017 | Q2 2023 | 17 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 17 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2022 | 17 |
UBS OCONNOR LLC | 9 | 1 | 0.04% | 0.16% | 0.58% | Q1 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.01% | 0.21% | 0.29% | Q4 2018 | Q4 2022 | 17 |
B. Riley Wealth Advisors, Inc. | 17 | 17 | 0.01% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.00% | 0.04% | 0.10% | Q2 2017 | Q2 2021 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 0.02% | 0.09% | 0.28% | Q1 2018 | Q1 2022 | 17 |
Horizon Investments, LLC | 10 | 7 | 0.01% | 0.03% | 0.28% | Q2 2019 | Q3 2023 | 17 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 17 | 17 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
AGF Investments LLC | 13 | 4 | 0.01% | 0.05% | 0.16% | Q2 2017 | Q3 2022 | 17 |
Cutler Group LLC / CA | 4 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q2 2020 | 17 |
LS Investment Advisors, LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q1 2017 | Q1 2021 | 17 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 17 | 17 | 0.44% | 0.78% | 1.48% | Q4 2016 | Q4 2020 | 17 |
GRS Advisors, LLC | 9 | 4 | 0.18% | 4.59% | 8.10% | Q1 2017 | Q3 2023 | 17 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 15 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
Janney Montgomery Scott LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
BP PLC | 11 | 5 | 0.04% | 0.09% | 0.13% | Q1 2017 | Q2 2021 | 16 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 16 | 16 | 0.00% | 0.08% | 0.28% | Q1 2019 | Q4 2022 | 16 |
Patriot Financial Group Insurance Agency, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2022 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.03% | 0.26% | 0.51% | Q4 2019 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.09% | 0.28% | Q2 2017 | Q2 2023 | 16 |
NATIXIS | 9 | 1 | 0.00% | 0.06% | 0.23% | Q3 2017 | Q3 2023 | 16 |
Versor Investments LP | 8 | 1 | 0.01% | 0.26% | 0.77% | Q2 2017 | Q1 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.11% | 0.16% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.07% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NEXT Financial Group, Inc | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2021 | 16 |
Brown Advisory Securities, LLC | 10 | 6 | 0.04% | 0.14% | 0.26% | Q1 2017 | Q2 2022 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 2 | 0.06% | 0.17% | 0.41% | Q3 2019 | Q3 2023 | 16 |
EULAV Asset Management | 16 | 16 | 0.14% | 0.39% | 0.50% | Q1 2017 | Q4 2020 | 16 |
Winslow, Evans & Crocker, Inc. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2020 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Alberta Investment Management Corp | 11 | 1 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q3 2023 | 16 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 16 | 16 | 0.02% | 0.97% | 3.15% | Q1 2017 | Q4 2020 | 16 |
Alexandria Capital, LLC | 16 | 16 | 1.08% | 1.35% | 1.79% | Q4 2017 | Q3 2021 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.06% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 16 |
BAILARD, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2022 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Gotham Asset Management, LLC | 14 | 2 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 16 |
Prestige Wealth Management Group LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 16 |
ADVISOR PARTNERS LLC | 15 | 1 | 0.04% | 0.06% | 0.09% | Q1 2018 | Q2 2022 | 16 |
Pinnacle Wealth Planning Services, Inc. | 15 | 1 | 0.04% | 0.08% | 0.14% | Q3 2019 | Q3 2023 | 16 |
FIRST MANHATTAN CO. LLC. | 12 | 4 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 16 |
DekaBank Deutsche Girozentrale | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 16 |
BAHL & GAYNOR INC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 16 | 16 | 0.03% | 0.21% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Achmea Investment Management B.V. | 6 | 1 | 0.00% | 0.06% | 0.26% | Q3 2017 | Q2 2023 | 16 |
Corient Capital Partners, LLC | 16 | 16 | 0.04% | 0.07% | 0.09% | Q4 2018 | Q3 2022 | 16 |
NN Investment Partners Holdings N.V. | 8 | 8 | 0.00% | 0.05% | 0.13% | Q1 2017 | Q1 2022 | 16 |
PEOPLES FINANCIAL SERVICES CORP. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2020 | 16 |
AE Wealth Management LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Zimmer Partners, LP | 8 | 1 | 0.07% | 0.69% | 2.15% | Q1 2017 | Q3 2023 | 15 |
SUN LIFE FINANCIAL INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Edgestream Partners, L.P. | 7 | 1 | 0.06% | 0.37% | 1.48% | Q2 2017 | Q1 2023 | 15 |
Lenox Wealth Advisors, LLC | 11 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 15 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2022 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
PARNASSUS INVESTMENTS, LLC | 15 | 15 | 0.19% | 0.39% | 0.54% | Q1 2020 | Q3 2023 | 15 |
Financial Insights, Inc. | 12 | 1 | 0.13% | 0.40% | 0.59% | Q4 2018 | Q3 2023 | 15 |
Cornerstone Advisors, LLC | 15 | 15 | 0.05% | 0.17% | 0.22% | Q1 2020 | Q3 2023 | 15 |
BI Asset Management Fondsmaeglerselskab A/S | 14 | 1 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q3 2023 | 15 |
PineBridge Investments, L.P. | 8 | 7 | 0.00% | 0.05% | 0.20% | Q3 2019 | Q2 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
NewEdge Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 15 |
TREMBLANT CAPITAL GROUP | 15 | 15 | 2.04% | 3.06% | 4.30% | Q1 2020 | Q3 2023 | 15 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 15 | 15 | 0.00% | 0.36% | 0.76% | Q2 2017 | Q4 2020 | 15 |
TOBAM | 13 | 2 | 0.00% | 0.04% | 0.28% | Q2 2018 | Q3 2023 | 15 |
First Horizon Advisors, Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Employees Retirement System of Texas | 13 | 2 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 15 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 15 | 15 | 0.47% | 1.90% | 3.38% | Q1 2017 | Q3 2020 | 15 |
Ceredex Value Advisors LLC | 15 | 15 | 0.67% | 1.04% | 1.44% | Q4 2019 | Q2 2023 | 15 |
Hotaling Investment Management, LLC | 8 | 7 | 0.08% | 0.13% | 0.20% | Q4 2018 | Q4 2022 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.06% | 0.17% | 0.38% | Q1 2019 | Q3 2022 | 15 |
COMERICA SECURITIES,INC. | 14 | 1 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
JAG CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.28% | 0.35% | 0.48% | Q2 2019 | Q4 2022 | 15 |
RENAISSANCE GROUP LLC | 9 | 6 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.16% | 0.30% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Baird Financial Group, Inc. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
ASSOCIATED BANC-CORP | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
JLP Asset Management, LLC | 15 | 15 | 1.15% | 6.67% | 11.78% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2020 | 15 |
Artisan Partners Limited Partnership | 7 | 2 | 0.03% | 0.10% | 0.22% | Q3 2018 | Q4 2022 | 15 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 14 | 14 | 0.16% | 0.24% | 0.33% | Q2 2020 | Q3 2023 | 14 |
Clean Yield Group | 10 | 4 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 14 |
Blue Pool Management Ltd. | 14 | 14 | 0.50% | 1.07% | 1.62% | Q4 2017 | Q1 2021 | 14 |
BerganKDV Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2023 | 14 |
PFG Advisors | 14 | 14 | 0.03% | 0.13% | 0.36% | Q2 2020 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
Chicago Partners Investment Group LLC | 9 | 5 | 0.00% | 0.04% | 0.09% | Q3 2017 | Q2 2022 | 14 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 2 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 14 |
Quadrature Capital Ltd | 6 | 1 | 0.01% | 0.19% | 0.81% | Q1 2018 | Q3 2023 | 14 |
Sustainable Insight Capital Management, LLC | 4 | 1 | 0.12% | 0.76% | 3.53% | Q1 2017 | Q1 2023 | 14 |
MASON STREET ADVISORS, LLC | 14 | 14 | 0.06% | 0.07% | 0.10% | Q3 2017 | Q4 2020 | 14 |
PARK AVENUE SECURITIES LLC | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 1 | 0.00% | 0.06% | 0.19% | Q1 2020 | Q3 2023 | 14 |
Cresset Asset Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
Aperio Group, LLC | 9 | 5 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q4 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.15% | 0.23% | 0.34% | Q4 2017 | Q1 2021 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
XPONANCE, INC. | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
BDO Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.08% | 0.29% | Q4 2018 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Verition Fund Management LLC | 5 | 1 | 0.01% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.03% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
TCW GROUP INC | 9 | 4 | 0.03% | 0.09% | 0.22% | Q4 2018 | Q2 2022 | 13 |
FIRST QUADRANT LLC/CA | 13 | 13 | 0.02% | 0.05% | 0.11% | Q1 2017 | Q1 2020 | 13 |
GOFEN & GLOSSBERG LLC /IL/ | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 13 |
EXANE DERIVATIVES | 13 | 13 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q2 2022 | 13 |
DUALITY ADVISERS, LP | 6 | 2 | 0.03% | 0.26% | 0.60% | Q3 2019 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 13 |
Harvest Fund Management Co., Ltd | 8 | 5 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 13 |
MAI Capital Management | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 13 |
SHELTON CAPITAL MANAGEMENT | 10 | 1 | 0.01% | 0.02% | 0.07% | Q1 2017 | Q2 2022 | 13 |
C-J Advisory, Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 13 |
Lombard Odier Asset Management (Europe) Ltd | 12 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 13 |
PEAK6 Group LLC | 6 | 6 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2018 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2022 | 13 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cerity Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q4 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Axel Capital Management, LLC | 11 | 1 | 0.24% | 0.87% | 4.23% | Q1 2017 | Q1 2020 | 12 |
Assenagon Asset Management S.A. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 12 |
Clarius Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
B&I Capital AG | 12 | 12 | 4.24% | 7.88% | 9.20% | Q4 2020 | Q3 2023 | 12 |
Waterfront Capital Partners, LLC | 5 | 1 | 1.34% | 3.00% | 4.39% | Q2 2017 | Q3 2023 | 12 |
MUFG Americas Holdings Corp | 9 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 12 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 12 | 12 | 0.10% | 0.19% | 0.31% | Q1 2017 | Q4 2019 | 12 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
CIBC WORLD MARKET INC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2021 | 12 |
Neo Ivy Capital Management | 6 | 1 | 0.04% | 0.28% | 0.66% | Q1 2019 | Q2 2023 | 12 |
Xact Kapitalforvaltning AB | 12 | 12 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q1 2020 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 12 |
CNA FINANCIAL CORP | 12 | 12 | 0.22% | 0.30% | 0.45% | Q1 2020 | Q4 2022 | 12 |
Ninepoint Partners LP | 9 | 3 | 0.14% | 0.25% | 0.68% | Q1 2020 | Q2 2023 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
First Personal Financial Services | 12 | 12 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2019 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.03% | 0.09% | 0.13% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.03% | 0.06% | 0.07% | Q3 2017 | Q2 2020 | 12 |
NuWave Investment Management, LLC | 7 | 1 | 0.00% | 0.33% | 0.87% | Q4 2017 | Q3 2021 | 12 |
OSSIAM | 8 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 12 |
CX Institutional | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
MIRABELLA FINANCIAL SERVICES LLP | 5 | 1 | 0.02% | 0.30% | 0.93% | Q4 2019 | Q3 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.21% | Q2 2017 | Q2 2023 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.37% | 0.50% | 0.59% | Q4 2020 | Q3 2023 | 12 |
CARILLON TOWER ADVISERS, INC. | 11 | 1 | 0.40% | 0.81% | 1.54% | Q4 2017 | Q4 2020 | 12 |
MOTCO | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.11% | 0.30% | Q4 2017 | Q3 2021 | 12 |
Echo Street Capital Management LLC | 6 | 2 | 0.00% | 0.30% | 0.96% | Q1 2017 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Rampart Investment Management Company, LLC | 12 | 12 | 0.01% | 0.10% | 0.23% | Q4 2017 | Q3 2020 | 12 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 12 | 12 | 0.46% | 0.51% | 0.66% | Q4 2020 | Q3 2023 | 12 |
Ethic Inc. | 11 | 1 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q3 2023 | 12 |
CSat Investment Advisory, L.P. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Capital Directions Investment Advisors, LLC | 6 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2022 | 12 |
Tidal Investments LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
WINTON GROUP Ltd | 4 | 1 | 0.01% | 0.14% | 0.45% | Q2 2017 | Q2 2022 | 12 |
Financial Management Professionals, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 12 | 12 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.08% | 0.24% | 0.67% | Q1 2017 | Q3 2023 | 12 |
ENTERPRISE FINANCIAL SERVICES CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2021 | 12 |
Quantinno Capital Management LP | 8 | 4 | 0.05% | 0.22% | 0.40% | Q1 2020 | Q3 2023 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2022 | 11 |
Simplicity Solutions, LLC | 11 | 11 | 0.01% | 0.04% | 0.11% | Q1 2021 | Q3 2023 | 11 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 11 | 11 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
OPTIMUM INVESTMENT ADVISORS | 8 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 11 |
Ellevest, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
Cumberland Partners Ltd | 8 | 1 | 0.03% | 0.20% | 0.37% | Q1 2020 | Q2 2023 | 11 |
Sandy Spring Bank | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 11 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 11 |
OXFORD ASSET MANAGEMENT LLP | 8 | 3 | 0.01% | 0.09% | 0.26% | Q1 2017 | Q4 2019 | 11 |
Sepio Capital, LP | 6 | 5 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2022 | 11 |
RATIONAL ADVISORS LLC | 11 | 11 | 0.00% | 0.20% | 0.82% | Q1 2018 | Q3 2020 | 11 |
Vestmark Advisory Solutions, Inc. | 4 | 3 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 11 |
Presima Securities ULC | 11 | 11 | 0.12% | 0.70% | 3.88% | Q1 2021 | Q3 2023 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.02% | 0.14% | Q1 2017 | Q3 2019 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 11 |
EQUITABLE TRUST CO | 10 | 1 | 0.02% | 0.14% | 0.65% | Q1 2020 | Q3 2023 | 11 |
STEPHENS INC /AR/ | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 11 |
THOMAS WHITE INTERNATIONAL LTD | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.07% | 0.20% | Q3 2017 | Q2 2023 | 11 |
FULTON BANK, N.A. | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q4 2023 | 11 |
Quantitative Investment Management, LLC | 4 | 1 | 0.06% | 0.17% | 0.31% | Q1 2017 | Q2 2023 | 11 |
Greenline Partners, LLC | 11 | 11 | 0.16% | 0.29% | 0.42% | Q3 2019 | Q1 2022 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.10% | 0.40% | Q2 2018 | Q3 2023 | 11 |
SpiderRock Advisors, LLC | 9 | 2 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q1 2021 | 11 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.16% | 0.59% | Q3 2020 | Q3 2023 | 11 |
OAKBROOK INVESTMENTS LLC | 10 | 1 | 0.02% | 0.07% | 0.14% | Q1 2017 | Q4 2019 | 11 |
HAHN CAPITAL MANAGEMENT LLC | 11 | 11 | 2.08% | 2.47% | 3.23% | Q1 2021 | Q3 2023 | 11 |
Perennial Investment Advisors, LLC | 11 | 11 | 0.11% | 0.25% | 0.49% | Q4 2019 | Q2 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q2 2020 | 11 |
Capital Wealth Planning, LLC | 10 | 10 | 0.00% | 1.10% | 2.82% | Q3 2017 | Q4 2019 | 11 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 11 | 11 | 0.50% | 0.73% | 0.96% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.08% | 0.24% | 0.69% | Q4 2020 | Q3 2023 | 11 |
AGF INVESTMENTS INC. | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2022 | 11 |
LIBERTY WEALTH MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2021 | 11 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 10 | 10 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 10 |
Broad Run Investment Management | 10 | 10 | 0.24% | 0.40% | 0.52% | Q4 2017 | Q1 2020 | 10 |
Akre Capital Management | 10 | 10 | 3.36% | 4.89% | 6.46% | Q3 2019 | Q4 2021 | 10 |
AlphaStar Capital Management, LLC | 10 | 10 | 0.03% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 10 |
GREAT LAKES ADVISORS, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 10 |
CLEARARC CAPITAL INC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q3 2017 | Q4 2019 | 10 |
Mn Services Vermogensbeheer B.V. | 10 | 10 | 0.04% | 0.07% | 0.08% | Q1 2017 | Q2 2019 | 10 |
Holocene Advisors, LP | 3 | 1 | 0.01% | 0.30% | 0.99% | Q1 2018 | Q3 2023 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 7 | 1 | 0.01% | 0.44% | 0.84% | Q2 2017 | Q4 2022 | 10 |
Meritage Group LP | 10 | 10 | 1.64% | 4.36% | 7.62% | Q1 2017 | Q2 2019 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
AMICA MUTUAL INSURANCE CO | 10 | 10 | 0.03% | 0.07% | 0.11% | Q3 2017 | Q4 2019 | 10 |
Zurich Insurance Group Ltd/FI | 7 | 3 | 0.02% | 0.10% | 0.18% | Q1 2017 | Q3 2019 | 10 |
B. Riley Wealth Management, Inc. | 10 | 10 | 0.00% | 0.16% | 0.21% | Q1 2020 | Q2 2022 | 10 |
Investment Management Corp of Ontario | 10 | 10 | 1.77% | 4.35% | 10.54% | Q2 2021 | Q3 2023 | 10 |
Diversified Trust Co | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 10 |
Amica Retiree Medical Trust | 10 | 10 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q4 2019 | 10 |
COMMONWEALTH BANK OF AUSTRALIA | 10 | 10 | 0.00% | 1.02% | 2.64% | Q1 2017 | Q2 2019 | 10 |
1ST SOURCE BANK | 6 | 2 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2022 | 10 |
CHURCHILL MANAGEMENT Corp | 10 | 10 | 0.11% | 0.18% | 0.33% | Q2 2018 | Q3 2020 | 10 |
Hudson Way Capital Management LLC | 10 | 10 | 1.21% | 7.81% | 14.39% | Q1 2017 | Q2 2019 | 10 |
Municipal Employees' Retirement System of Michigan | 6 | 4 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q1 2020 | 10 |
PGGM Investments | 6 | 1 | 0.00% | 0.06% | 0.15% | Q1 2017 | Q1 2023 | 10 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q1 2023 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Verdence Capital Advisors LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
BB&T SECURITIES, LLC | 10 | 10 | 0.01% | 0.03% | 0.03% | Q2 2017 | Q3 2019 | 10 |
SUNTRUST BANKS INC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 10 |
MILLER HOWARD INVESTMENTS INC /NY | 10 | 10 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Sterling Capital Management LLC | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2017 | Q3 2019 | 10 |
Bartlett & Co. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2023 | 10 |
IEQ CAPITAL, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Brinker Capital Investments, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q4 2022 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.04% | 0.08% | Q2 2021 | Q3 2023 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
American Assets Investment Management, LLC | 9 | 1 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Adelante Capital Management LLC | 10 | 10 | 0.00% | 0.12% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Hudock, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Bridgewater Associates | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 10 |
Vontobel Holding Ltd. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.12% | 0.42% | Q2 2018 | Q3 2023 | 10 |
Grace Capital | 10 | 10 | 0.19% | 0.53% | 1.02% | Q2 2018 | Q3 2020 | 10 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.04% | 0.17% | Q1 2018 | Q4 2020 | 10 |
SECURITY ASSET MANAGEMENT | 10 | 10 | 0.12% | 0.14% | 0.17% | Q4 2020 | Q1 2023 | 10 |
L & S Advisors Inc | 6 | 1 | 0.09% | 0.17% | 0.28% | Q1 2017 | Q1 2023 | 10 |
Hudson Value Partners, LLC | 10 | 10 | 0.12% | 0.39% | 0.66% | Q4 2020 | Q1 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
FORA Capital, LLC | 4 | 1 | 0.04% | 0.27% | 0.65% | Q4 2019 | Q3 2023 | 9 |
Neuburgh Advisers LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q3 2019 | 9 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q3 2023 | 9 |
Stockbridge Partners LLC | 9 | 9 | 3.08% | 7.48% | 11.66% | Q1 2017 | Q1 2019 | 9 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q1 2019 | 9 |
Cable Hill Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2019 | 9 |
DT Investment Partners, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Apriem Advisors | 9 | 9 | 0.14% | 0.20% | 0.32% | Q2 2017 | Q2 2019 | 9 |
Caprock Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2022 | 9 |
Jackson, Grant Investment Advisers, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.06% | 0.26% | 0.56% | Q3 2017 | Q2 2021 | 9 |
Arlington Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Zeno Research, LLC | 5 | 4 | 4.20% | 7.88% | 13.44% | Q4 2020 | Q1 2023 | 9 |
Meadow Creek Investment Management LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2019 | 9 |
Capital Analysts, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 9 |
OppenheimerFunds, Inc. | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q1 2019 | 9 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.20% | 1.17% | Q1 2020 | Q3 2023 | 9 |
Elk Creek Partners, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q1 2019 | 9 |
BURNEY CO/ | 6 | 3 | 0.04% | 0.15% | 0.27% | Q2 2021 | Q3 2023 | 9 |
STRATEGY ASSET MANAGERS LLC | 9 | 9 | 0.07% | 0.30% | 0.63% | Q3 2018 | Q3 2020 | 9 |
PEAPACK GLADSTONE FINANCIAL CORP | 9 | 9 | 0.04% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 9 |
Argent Trust Co | 8 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2022 | 9 |
Tyers Asset Management LLC | 9 | 9 | 0.02% | 0.05% | 0.09% | Q3 2017 | Q3 2019 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
CVA Family Office, LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.03% | 0.06% | 0.12% | Q3 2017 | Q3 2019 | 9 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 5 | 4 | 0.02% | 0.29% | 0.71% | Q2 2020 | Q1 2023 | 9 |
Allworth Financial LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2019 | 9 |
Soros Fund Management | 5 | 4 | 0.08% | 0.37% | 0.69% | Q1 2017 | Q4 2020 | 9 |
AO Asset Management, LP | 9 | 9 | 0.43% | 1.18% | 1.99% | Q1 2020 | Q1 2022 | 9 |
TEACHERS ADVISORS, LLC | 9 | 9 | 0.03% | 0.09% | 0.12% | Q1 2017 | Q1 2019 | 9 |
Flinton Capital Management LLC | 9 | 9 | 0.03% | 0.05% | 0.11% | Q3 2017 | Q3 2019 | 9 |
A.R.T. Advisors, LLC | 4 | 2 | 0.03% | 0.22% | 0.52% | Q1 2017 | Q4 2019 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q2 2023 | 9 |
Veery Capital, LLC | 9 | 9 | 0.15% | 0.18% | 0.19% | Q4 2020 | Q4 2022 | 9 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 9 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 8 | 8 | 0.12% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Inspire Investing, LLC | 7 | 1 | 0.01% | 0.16% | 0.32% | Q1 2020 | Q1 2022 | 8 |
Archer Investment Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Balentine LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 8 |
Copeland Capital Management, LLC | 8 | 8 | 0.00% | 0.05% | 0.19% | Q1 2021 | Q4 2022 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Teamwork Financial Advisors, LLC | 8 | 8 | 0.05% | 0.08% | 0.15% | Q1 2020 | Q4 2021 | 8 |
Archon Partners LLC | 8 | 8 | 0.16% | 0.25% | 0.34% | Q1 2021 | Q4 2022 | 8 |
First Eagle Investment Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.11% | 0.16% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.77% | 1.00% | 1.17% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Qtron Investments LLC | 5 | 3 | 0.04% | 0.10% | 0.20% | Q1 2020 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 8 |
HANSEATIC MANAGEMENT SERVICES INC | 8 | 8 | 0.07% | 0.16% | 0.52% | Q1 2019 | Q4 2020 | 8 |
DUNCKER STREETT & CO INC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
Sierra Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Financial Architects, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2020 | 8 |
Quaero Capital S.A. | 7 | 1 | 0.70% | 1.28% | 1.98% | Q4 2020 | Q3 2023 | 8 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 8 | 8 | 0.05% | 0.68% | 2.76% | Q3 2018 | Q2 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.02% | 0.28% | 1.12% | Q4 2019 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.12% | 0.26% | 0.45% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.11% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ADVISORY RESEARCH INC | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q2 2020 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.10% | 0.26% | 0.53% | Q1 2017 | Q3 2023 | 8 |
DigitalBridge Group, Inc. | 4 | 4 | 0.28% | 2.76% | 8.23% | Q2 2020 | Q2 2023 | 8 |
SIT INVESTMENT ASSOCIATES INC | 7 | 1 | 0.02% | 0.08% | 0.14% | Q1 2017 | Q2 2023 | 8 |
Lion Street Advisors, LLC | 6 | 1 | 0.09% | 0.14% | 0.17% | Q1 2020 | Q2 2023 | 8 |
OneDigital Investment Advisors LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2019 | 8 |
6 Meridian | 6 | 2 | 0.02% | 0.05% | 0.06% | Q3 2018 | Q4 2021 | 8 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.26% | 0.72% | 1.46% | Q1 2018 | Q3 2020 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
Point72 Middle East FZE | 3 | 3 | 0.00% | 0.03% | 0.13% | Q4 2022 | Q2 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.32% | 0.66% | 0.86% | Q4 2020 | Q3 2022 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.08% | 0.13% | Q2 2018 | Q1 2020 | 8 |
HEITMAN REAL ESTATE SECURITIES LLC | 8 | 8 | 0.21% | 1.09% | 2.82% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Mine & Arao Wealth Creation & Management, LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Itau Unibanco Holding S.A. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Summit Global Investments | 5 | 1 | 0.02% | 0.20% | 1.06% | Q3 2019 | Q3 2023 | 8 |
TOWNSQUARE CAPITAL LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Intrinsic Edge Capital Management LLC | 5 | 2 | 0.33% | 0.77% | 1.80% | Q1 2020 | Q1 2022 | 8 |
Cornerstone Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q2 2019 | 8 |
CRAWFORD INVESTMENT COUNSEL INC | 4 | 2 | 0.01% | 0.08% | 0.22% | Q2 2020 | Q3 2023 | 8 |
Crescent Grove Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q2 2023 | 8 |
Stonebridge Financial Planning Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2021 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.01% | 0.06% | 0.12% | Q1 2017 | Q4 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.05% | 0.16% | 0.25% | Q4 2021 | Q3 2023 | 8 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 8 |
Siemens Fonds Invest GmbH | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Transamerica Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 8 |
DUBUQUE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q4 2018 | 8 |
HighVista Strategies LLC | 8 | 8 | 1.34% | 2.00% | 2.62% | Q1 2017 | Q4 2018 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2019 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Atom Investors LP | 4 | 2 | 0.01% | 0.07% | 0.12% | Q2 2019 | Q2 2023 | 8 |
Kiwi Wealth Investments Limited Partnership | 5 | 1 | 0.02% | 0.24% | 0.40% | Q2 2017 | Q4 2022 | 8 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 8 |
HARBOR CAPITAL ADVISORS, INC. | 8 | 8 | 0.07% | 0.11% | 0.19% | Q1 2022 | Q4 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q2 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2022 | 8 |
AEW CAPITAL MANAGEMENT L P | 8 | 8 | 0.42% | 1.01% | 1.46% | Q1 2020 | Q4 2021 | 8 |
Triple Frond Partners | 8 | 8 | 11.04% | 12.71% | 14.60% | Q1 2017 | Q4 2018 | 8 |
ELEMENT POINTE ADVISORS, LLC | 8 | 8 | 0.23% | 0.30% | 0.37% | Q2 2020 | Q1 2022 | 8 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 4 | 4 | 0.37% | 0.50% | 0.64% | Q3 2017 | Q1 2023 | 8 |
PRUDENTIAL PLC | 7 | 7 | 0.01% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.07% | 0.25% | 0.68% | Q4 2021 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Personal Capital Advisors Corp | 6 | 1 | 0.00% | 0.26% | 0.37% | Q1 2017 | Q4 2021 | 7 |
Integrated Wealth Concepts LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 7 | 7 | 0.21% | 0.53% | 0.86% | Q4 2017 | Q2 2019 | 7 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.23% | 0.65% | Q1 2017 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q2 2020 | 7 |
Baker Avenue Asset Management, LP | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Price Wealth, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2022 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q3 2023 | 7 |
Capital Square, LLC | 4 | 3 | 0.16% | 0.25% | 0.40% | Q3 2021 | Q3 2023 | 7 |
BRYN MAWR TRUST Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Standard Family Office LLC | 4 | 3 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2022 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2021 | 7 |
Ranger Global Real Estate Advisors, LLC | 7 | 7 | 0.80% | 3.25% | 7.76% | Q1 2022 | Q3 2023 | 7 |
Anchor Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q4 2023 | 7 |
Skye Global Management LP | 6 | 1 | 0.02% | 1.24% | 2.52% | Q4 2017 | Q3 2021 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.09% | 0.33% | 0.58% | Q2 2020 | Q1 2022 | 7 |
Zions Bancorporation | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2018 | 7 |
SEGALL BRYANT & HAMILL, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 7 |
Mariner, LLC | 5 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Ergoteles LLC | 3 | 2 | 0.02% | 0.10% | 0.28% | Q3 2020 | Q2 2023 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
CHARTWELL INVESTMENT PARTNERS, LLC | 6 | 1 | 0.06% | 0.07% | 0.11% | Q4 2016 | Q1 2023 | 7 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 6 | 1 | 0.05% | 0.43% | 0.90% | Q4 2020 | Q3 2022 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.06% | 0.12% | 0.21% | Q1 2017 | Q3 2018 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.03% | 0.06% | 0.07% | Q4 2017 | Q2 2021 | 7 |
Banco Santander, S.A. | 4 | 1 | 0.00% | 0.04% | 0.16% | Q1 2018 | Q3 2023 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 7 |
Gillson Capital LP | 6 | 1 | 0.08% | 0.48% | 0.93% | Q2 2021 | Q1 2023 | 7 |
Quantamental Technologies LLC | 4 | 1 | 0.06% | 0.34% | 0.75% | Q1 2019 | Q2 2022 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.02% | 0.07% | 0.12% | Q4 2017 | Q4 2021 | 7 |
Capital Asset Advisory Services LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q2 2021 | 7 |
BANCED CORP | 7 | 7 | 0.36% | 0.52% | 0.66% | Q1 2017 | Q3 2018 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Oribel Capital Management, LP | 3 | 2 | 0.16% | 0.32% | 0.71% | Q2 2017 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Zweig-DiMenna Associates LLC | 3 | 1 | 0.14% | 0.63% | 1.12% | Q3 2019 | Q2 2023 | 7 |
PRING TURNER CAPITAL GROUP INC | 6 | 6 | 0.21% | 0.28% | 0.34% | Q4 2021 | Q1 2023 | 6 |
Global X Management CO LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Fiera Capital Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 6 |
BANQUE PICTET & CIE SA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Blackhawk Capital Partners LLC. | 4 | 2 | 0.05% | 0.12% | 0.16% | Q4 2017 | Q1 2022 | 6 |
Atria Wealth Solutions, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q1 2019 | Q2 2020 | 6 |
BBVA USA Bancshares, Inc. | 6 | 6 | 0.00% | 0.07% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.02% | 0.02% | 0.04% | Q3 2019 | Q2 2021 | 6 |
CASTLEARK MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2020 | 6 |
Gideon Capital Advisors, Inc. | 3 | 1 | 0.08% | 0.29% | 0.52% | Q1 2017 | Q4 2019 | 6 |
Bank Julius Baer & Co. Ltd, Zurich | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Principal Street Partners, LLC | 6 | 6 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q1 2022 | 6 |
Artemis Investment Management LLP | 4 | 1 | 0.15% | 0.51% | 1.28% | Q3 2020 | Q4 2022 | 6 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 6 | 0.04% | 0.05% | 0.08% | Q3 2017 | Q4 2018 | 6 |
Global Endowment Management, LP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q2 2018 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2020 | 6 |
Czech National Bank | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q4 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Athanor Capital, LP | 3 | 1 | 0.01% | 0.11% | 0.26% | Q1 2018 | Q4 2020 | 6 |
Vanderbilt University | 6 | 6 | 0.11% | 0.25% | 0.38% | Q2 2022 | Q3 2023 | 6 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Rockbridge Investment Management, LCC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2021 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q2 2017 | Q3 2018 | 6 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q2 2023 | 6 |
GAMCO INVESTORS, INC. ET AL | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Connor, Clark & Lunn Investment Management Ltd. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2021 | 6 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 6 |
NumerixS Investment Technologies Inc | 4 | 2 | 0.04% | 0.09% | 0.20% | Q4 2017 | Q3 2019 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
ThornTree Capital Partners LP | 6 | 6 | 4.69% | 5.79% | 7.14% | Q2 2017 | Q3 2018 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Pearl River Capital, LLC | 2 | 1 | 0.08% | 0.32% | 0.74% | Q4 2018 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Capital Advisors, Ltd. LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2023 | 6 |
BARINGS LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 6 |
Railway Pension Investments Ltd | 3 | 3 | 0.03% | 0.06% | 0.11% | Q1 2019 | Q3 2020 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2019 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2021 | 6 |
Field & Main Bank | 4 | 2 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q3 2021 | 6 |
Lee Financial Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 6 |
Certified Advisory Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 6 |
Ulysses Management LLC | 3 | 1 | 0.25% | 0.42% | 0.64% | Q1 2017 | Q2 2023 | 6 |
AJO, LP | 4 | 2 | 0.01% | 0.08% | 0.21% | Q4 2018 | Q2 2020 | 6 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
WELD CAPITAL MANAGEMENT LLC | 5 | 1 | 0.06% | 0.20% | 0.42% | Q4 2018 | Q1 2021 | 6 |
AXA S.A. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 6 |
Halpern Financial, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Tuttle Capital Management, LLC | 3 | 1 | 0.07% | 0.70% | 1.39% | Q1 2018 | Q1 2020 | 6 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Castleview Partners, LLC | 6 | 6 | 0.00% | 1.21% | 7.18% | Q2 2022 | Q3 2023 | 6 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 3 | 3 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 6 |
Dorsey Wright & Associates | 3 | 3 | 0.47% | 0.72% | 0.92% | Q1 2019 | Q3 2020 | 6 |
Clarus Wealth Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Twin Tree Management, LP | 3 | 2 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q1 2021 | 5 |
MENTA CAPITAL LLC | 2 | 1 | 0.06% | 0.16% | 0.34% | Q1 2017 | Q2 2019 | 5 |
Peregrine Asset Advisers, Inc. | 5 | 5 | 0.22% | 0.26% | 0.34% | Q3 2017 | Q3 2018 | 5 |
Annandale Capital, LLC | 5 | 5 | 0.24% | 0.44% | 0.56% | Q1 2021 | Q1 2022 | 5 |
KB FINANCIAL PARTNERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Tenere Capital LLC | 5 | 5 | 1.98% | 4.32% | 5.87% | Q4 2021 | Q4 2022 | 5 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Ferris Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 5 |
BURNS J W & CO INC/NY | 5 | 5 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 1 | 0.45% | 0.77% | 1.11% | Q2 2017 | Q1 2020 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 5 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 5 |
Alyeska Investment Group, L.P. | 5 | 5 | 0.11% | 0.41% | 0.70% | Q2 2022 | Q2 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.10% | 0.20% | 0.44% | Q4 2020 | Q2 2023 | 5 |
Winfield Associates, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2017 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.09% | 0.12% | 0.15% | Q4 2018 | Q4 2020 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.15% | 0.26% | 0.52% | Q2 2017 | Q4 2022 | 5 |
Weaver Consulting Group | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.09% | 0.32% | 0.62% | Q1 2018 | Q2 2019 | 5 |
Maple-Brown Abbott Ltd | 5 | 5 | 3.44% | 3.98% | 4.56% | Q4 2018 | Q4 2019 | 5 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 5 |
ClearBridge Investments Ltd | 5 | 5 | 1.54% | 2.74% | 3.71% | Q2 2021 | Q2 2022 | 5 |
AIA Investment Management Private Ltd | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 5 |
ALERUS FINANCIAL NA | 4 | 1 | 0.18% | 0.21% | 0.25% | Q4 2019 | Q2 2022 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q1 2022 | 5 |
Busey Bank | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2017 | 5 |
Mount Lucas Management LP | 5 | 5 | 0.30% | 0.41% | 0.49% | Q3 2019 | Q3 2020 | 5 |
TD Waterhouse Canada Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Paragon Private Wealth Management, LLC | 5 | 5 | 0.23% | 0.29% | 0.34% | Q4 2021 | Q4 2022 | 5 |
White Elm Capital, LLC | 5 | 5 | 2.57% | 4.09% | 6.67% | Q1 2017 | Q1 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Telemark Asset Management, LLC | 5 | 5 | 0.88% | 1.15% | 1.60% | Q1 2017 | Q1 2018 | 5 |
Integrated Advisors Network LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 5 |
GROUP ONE TRADING, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Allred Capital Management, LLC | 3 | 1 | 0.07% | 0.11% | 0.16% | Q4 2018 | Q1 2021 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ASB Consultores, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Procyon Advisors, LLC | 3 | 2 | 0.00% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 5 |
General Industrial Partners LLP | 3 | 2 | 24.40% | 34.87% | 51.45% | Q1 2019 | Q3 2020 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q2 2022 | 5 |
State of Wyoming | 5 | 5 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Machina Capital S.A.S. | 2 | 1 | 0.16% | 0.40% | 0.69% | Q4 2018 | Q1 2023 | 5 |
Stony Point Capital LLC | 3 | 2 | 2.22% | 2.80% | 3.59% | Q2 2020 | Q1 2023 | 5 |
SQ Advisors, LLC | 5 | 5 | 0.03% | 4.70% | 6.38% | Q1 2017 | Q1 2018 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.13% | 1.05% | 1.80% | Q4 2020 | Q4 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 5 |
Greenland Capital Management LP | 4 | 4 | 0.11% | 0.43% | 1.12% | Q4 2022 | Q3 2023 | 5 |
Crestwood Capital Management, L.P. | 5 | 5 | 1.59% | 3.14% | 4.64% | Q1 2017 | Q1 2018 | 5 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.01% | 0.68% | 2.50% | Q1 2017 | Q3 2023 | 5 |
Optimal Asset Management, Inc. | 5 | 5 | 0.08% | 0.11% | 0.13% | Q4 2019 | Q4 2020 | 5 |
GW&K Investment Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Otter Creek Advisors, LLC | 2 | 1 | 0.63% | 1.88% | 3.28% | Q3 2020 | Q2 2022 | 5 |
Eventide Asset Management | 5 | 5 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q4 2021 | 5 |
First Western Capital Management Co | 5 | 5 | 0.16% | 0.37% | 1.14% | Q1 2017 | Q1 2018 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 2 | 0.00% | 3.25% | 6.13% | Q1 2017 | Q2 2020 | 5 |
CLOUGH CAPITAL PARTNERS L P | 3 | 2 | 0.74% | 1.38% | 1.66% | Q4 2018 | Q2 2020 | 5 |
Sentry Investments Corp. | 5 | 5 | 0.08% | 0.12% | 0.18% | Q1 2017 | Q1 2018 | 5 |
Dorsal Capital Management, LP | 5 | 5 | 2.26% | 3.62% | 4.44% | Q1 2017 | Q1 2018 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.01% | 0.76% | 2.12% | Q2 2018 | Q4 2020 | 5 |
Cinctive Capital Management LP | 3 | 1 | 0.22% | 0.52% | 0.78% | Q2 2021 | Q3 2023 | 4 |
Buckley Wealth Management, LLC | 4 | 4 | 0.13% | 0.25% | 0.34% | Q2 2020 | Q1 2021 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.04% | 0.05% | Q1 2017 | Q2 2023 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.00% | 0.05% | 0.12% | Q1 2018 | Q4 2019 | 4 |
Cambridge Financial Group, Inc. | 4 | 4 | 1.66% | 2.44% | 3.13% | Q2 2020 | Q1 2021 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Aperture Investors, LLC | 4 | 4 | 0.44% | 0.62% | 0.78% | Q1 2022 | Q4 2022 | 4 |
Foxhaven Asset Management, LP | 4 | 4 | 3.98% | 4.33% | 4.78% | Q1 2017 | Q4 2017 | 4 |
Solstein Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
ADE, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.00% | 0.08% | 0.10% | Q1 2017 | Q1 2018 | 4 |
Systematic Alpha Investments, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Soroban Capital Partners LP | 4 | 4 | 0.29% | 1.03% | 2.10% | Q1 2017 | Q4 2017 | 4 |
WOLFF WIESE MAGANA LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
BAILEY VALUE LIMITED PARTNERSHIP | 4 | 4 | 1.86% | 2.02% | 2.24% | Q4 2021 | Q3 2022 | 4 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 4 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
INCEPTIONR LLC | 4 | 4 | 0.18% | 0.34% | 0.50% | Q4 2022 | Q3 2023 | 4 |
GLG LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q4 2017 | 4 |
Edge Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 4 |
RIVULET CAPITAL, LLC | 4 | 4 | 5.52% | 7.88% | 13.71% | Q4 2017 | Q3 2018 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2021 | Q3 2022 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.06% | 0.12% | Q2 2020 | Q2 2023 | 4 |
HANCOCK WHITNEY CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.02% | 0.15% | 0.52% | Q4 2019 | Q3 2020 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.59% | 0.97% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Private Ocean, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
CREDIT AGRICOLE S A | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 4 |
Jupiter Investment Management Ltd | 3 | 1 | 0.01% | 0.07% | 0.22% | Q2 2018 | Q4 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.18% | 0.24% | 0.31% | Q4 2022 | Q3 2023 | 4 |
XTX Topco Ltd | 2 | 1 | 0.07% | 0.14% | 0.22% | Q1 2022 | Q3 2023 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 4 |
SG3 Management, LLC | 1 | 1 | 0.06% | 0.15% | 0.29% | Q3 2020 | Q4 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Teza Capital Management LLC | 2 | 1 | 0.07% | 0.24% | 0.58% | Q1 2018 | Q1 2021 | 4 |
TFC Financial Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 4 |
RVB CAPITAL MANAGEMENT LLC | 2 | 2 | 1.23% | 1.93% | 3.20% | Q4 2018 | Q1 2022 | 4 |
Numeric Investors LLC | 4 | 4 | 0.08% | 0.14% | 0.24% | Q1 2017 | Q4 2017 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
EII CAPITAL MANAGEMENT, INC. | 4 | 4 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Avalon Investment & Advisory | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Everett Capital Advisors UK LLP | 3 | 1 | 0.58% | 1.69% | 2.47% | Q3 2018 | Q3 2019 | 4 |
Highstreet Asset Management Inc. | 2 | 2 | 0.14% | 0.17% | 0.25% | Q2 2018 | Q4 2019 | 4 |
Ausbil Investment Management Ltd | 4 | 4 | 5.78% | 6.72% | 7.79% | Q4 2022 | Q3 2023 | 4 |
Anson Funds Management LP | 2 | 1 | 0.01% | 0.15% | 0.41% | Q1 2020 | Q1 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Quarry LP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2020 | 4 |
Cornerstone Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 4 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.00% | 0.08% | 0.24% | Q3 2017 | Q1 2022 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 4 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 4 | 4 | 0.06% | 0.51% | 1.55% | Q4 2022 | Q3 2023 | 4 |
SALEM INVESTMENT COUNSELORS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Friedberg Investment Management | 4 | 4 | 0.68% | 0.86% | 1.06% | Q4 2016 | Q3 2017 | 4 |
Riverview Trust Co | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jacobi Capital Management LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Moisand Fitzgerald Tamayo, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MANOR ROAD CAPITAL PARTNERS, LLC | 4 | 4 | 3.86% | 5.41% | 7.26% | Q3 2017 | Q2 2018 | 4 |
CONNABLE OFFICE INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q4 2017 | 4 |
MKP Capital Management, L.L.C. | 3 | 3 | 0.09% | 0.54% | 0.86% | Q2 2020 | Q4 2020 | 4 |
Crestline Management, LP | 2 | 1 | 0.14% | 0.27% | 0.44% | Q3 2018 | Q3 2020 | 4 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 4 |
Renasant Bank | 4 | 4 | 0.18% | 0.33% | 0.43% | Q3 2022 | Q2 2023 | 4 |
Alpha Paradigm Partners, LLC | 4 | 4 | 0.01% | 0.04% | 0.14% | Q1 2021 | Q4 2021 | 4 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q1 2023 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Junson Asset Management (Hong Kong) Ltd | 4 | 4 | 1.59% | 2.32% | 3.96% | Q4 2021 | Q3 2022 | 4 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q3 2023 | 4 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.20% | 0.37% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Spectrum Management Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
CHICAGO EQUITY PARTNERS LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q4 2018 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Concord Wealth Partners | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
AIA Group Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Centiva Capital, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 4 |
Hoover Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 4 |
FINANCIAL CONSULATE, INC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q2 2022 | 4 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q3 2018 | 4 |
Warwick Investment Management, Inc. | 2 | 1 | 0.08% | 0.29% | 0.66% | Q3 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TIEDEMANN ADVISORS, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PointState Capital LP | 2 | 1 | 0.06% | 0.71% | 1.62% | Q2 2017 | Q2 2018 | 3 |
Senator Investment Group LP | 3 | 3 | 1.20% | 3.28% | 4.99% | Q1 2017 | Q3 2017 | 3 |
Realta Investment Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Meeder Advisory Services, Inc. | 3 | 3 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
RB Capital Management, LLC | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 3 |
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX | 3 | 3 | 0.08% | 0.08% | 0.09% | Q3 2017 | Q1 2018 | 3 |
Columbus Hill Capital Management, L.P. | 3 | 3 | 1.76% | 2.02% | 2.51% | Q2 2017 | Q4 2017 | 3 |
MANNING & NAPIER ADVISORS LLC | 3 | 3 | 0.30% | 0.36% | 0.39% | Q1 2017 | Q3 2017 | 3 |
FIC CAPITAL INC | 3 | 3 | 3.17% | 3.53% | 4.08% | Q1 2017 | Q3 2017 | 3 |
MATHER GROUP, LLC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Folger Hill Asset Management LP | 1 | 1 | 0.11% | 0.48% | 0.96% | Q1 2017 | Q1 2018 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q3 2022 | 3 |
Kepos Capital LP | 1 | 1 | 0.10% | 0.29% | 0.42% | Q4 2017 | Q3 2019 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 3 |
CrestPoint Capital Management, LLC | 2 | 1 | 0.17% | 0.23% | 0.26% | Q1 2017 | Q4 2017 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.17% | 0.28% | Q4 2017 | Q2 2020 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.11% | 0.20% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2018 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Harel Insurance Investments & Financial Services Ltd. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Schechter Investment Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 3 |
Conversant Capital LLC | 3 | 3 | 3.17% | 3.60% | 3.96% | Q1 2023 | Q3 2023 | 3 |
Sante Capital Fund, LP | 1 | 1 | 0.82% | 1.49% | 2.73% | Q2 2021 | Q3 2022 | 3 |
CRITERION CAPITAL MANAGEMENT LLC | 3 | 3 | 1.48% | 2.72% | 3.56% | Q1 2017 | Q3 2017 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 1.32% | 2.17% | 3.05% | Q1 2022 | Q2 2023 | 3 |
AGF MANAGEMENT LTD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
York Capital Management Global Advisors, LLC | 3 | 3 | 0.11% | 0.14% | 0.19% | Q1 2017 | Q3 2017 | 3 |
Icon Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 3 |
Nikko Asset Management Americas, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.05% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q1 2023 | Q3 2023 | 3 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 3 | 0.16% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
LMR Partners LLP | 2 | 1 | 0.00% | 0.06% | 0.09% | Q4 2019 | Q3 2020 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.26% | 0.45% | 0.81% | Q4 2016 | Q2 2017 | 3 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
COLUMBIA WANGER ASSET MANAGEMENT LLC | 3 | 3 | 0.25% | 0.27% | 0.29% | Q1 2017 | Q3 2017 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 3 | 3 | 0.80% | 1.36% | 1.88% | Q1 2022 | Q3 2022 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Grove Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Carroll Investors, Inc | 3 | 3 | 0.14% | 0.18% | 0.19% | Q4 2021 | Q2 2022 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Desjardins Global Asset Management Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2021 | Q4 2021 | 3 |
Covington Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 3 |
Ruedi Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.13% | 0.15% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.95% | 1.01% | 1.04% | Q1 2017 | Q3 2017 | 3 |
FARALLON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.18% | 1.12% | 1.70% | Q1 2017 | Q3 2017 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q4 2021 | 3 |
IHT Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Oak Thistle LLC | 2 | 1 | 0.33% | 0.41% | 0.52% | Q2 2022 | Q3 2023 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CARLSON CAPITAL L P | 3 | 3 | 0.16% | 0.47% | 0.68% | Q4 2018 | Q2 2019 | 3 |
RAY GERALD L & ASSOCIATES LTD | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2017 | Q3 2017 | 3 |
Symmetry Investments LP | 3 | 3 | 0.06% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN CAPITAL LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2017 | Q3 2017 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.03% | 0.15% | 0.23% | Q2 2017 | Q4 2017 | 3 |
Kathmere Capital Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Perpetual Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
PRIVATE CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Essex Savings Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
CLINTON GROUP INC | 2 | 1 | 0.11% | 0.22% | 0.44% | Q3 2017 | Q3 2018 | 3 |
Commonwealth Equity Services, Inc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
BB&T INVESTMENT SERVICES, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 3 |
ATALANTA SOSNOFF CAPITAL, LLC | 3 | 3 | 0.94% | 1.00% | 1.06% | Q1 2020 | Q3 2020 | 3 |
Timber Hill LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2017 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisory Services, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
TCF National Bank | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q4 2020 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
BlueSpruce Investments, LP | 3 | 3 | 5.08% | 10.08% | 13.97% | Q1 2017 | Q3 2017 | 3 |
Redwood Investment Management, LLC | 3 | 3 | 0.12% | 0.20% | 0.26% | Q2 2019 | Q4 2019 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MONEY CONCEPTS CAPITAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 3 |
MAKENA CAPITAL MANAGEMENT LLC | 3 | 3 | 1.58% | 1.72% | 1.84% | Q4 2022 | Q2 2023 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2017 | 3 |
ENDEAVOUR CAPITAL ADVISORS INC | 3 | 3 | 1.16% | 1.48% | 1.91% | Q1 2021 | Q3 2021 | 3 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Vinva Investment Management Ltd | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
WEXFORD CAPITAL LP | 3 | 3 | 0.06% | 0.10% | 0.15% | Q1 2023 | Q3 2023 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.42% | 0.56% | 0.65% | Q2 2020 | Q4 2020 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 3 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q1 2020 | 2 |
CenterBook Partners LP | 2 | 2 | 0.15% | 0.24% | 0.34% | Q3 2022 | Q4 2022 | 2 |
INVESCO, LLC | 2 | 2 | 0.43% | 0.70% | 0.96% | Q2 2023 | Q3 2023 | 2 |
SWS Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 1.29% | 1.70% | 2.10% | Q4 2019 | Q1 2020 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.17% | 0.22% | 0.27% | Q2 2023 | Q3 2023 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Weiss Asset Management LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 2 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.14% | 0.20% | 0.25% | Q1 2020 | Q3 2020 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Joseph P. Lucia & Associates, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Exane Asset Management | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q4 2021 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BBVA USA | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
PALLADIUM PARTNERS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Cetera Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2022 | 2 |
BANK OF EDWARDSVILLE | 2 | 2 | 0.28% | 0.32% | 0.37% | Q1 2019 | Q2 2019 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2019 | Q3 2019 | 2 |
Clear Harbor Asset Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q2 2023 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.04% | 0.24% | 0.45% | Q2 2020 | Q3 2020 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.15% | 0.22% | 0.28% | Q1 2017 | Q4 2017 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.63% | 0.68% | 0.73% | Q1 2022 | Q2 2022 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
ALGERT GLOBAL LLC | 2 | 2 | 0.34% | 0.36% | 0.38% | Q1 2020 | Q2 2020 | 2 |
Park Edge Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.09% | 1.20% | 1.30% | Q4 2022 | Q1 2023 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 0.51% | 0.52% | 0.53% | Q2 2018 | Q3 2018 | 2 |
True North Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 2 |
AMERICAN NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 2 | 0.21% | 0.24% | 0.27% | Q1 2023 | Q2 2023 | 2 |
Parametrica Management Ltd | 1 | 1 | 0.22% | 0.24% | 0.26% | Q2 2017 | Q1 2018 | 2 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q4 2019 | Q3 2020 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
NFJ INVESTMENT GROUP, LLC | 2 | 2 | 0.73% | 0.80% | 0.88% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.22% | 0.35% | Q1 2023 | Q2 2023 | 2 |
Capula Management Ltd | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q4 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
TradeLink Capital LLC | 1 | 1 | 1.68% | 3.02% | 4.36% | Q4 2017 | Q2 2020 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2019 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Capital Innovations LLC | 2 | 2 | 0.52% | 0.65% | 0.78% | Q2 2017 | Q3 2017 | 2 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 2 |
Junto Capital Management LP | 2 | 2 | 0.77% | 0.87% | 0.97% | Q3 2022 | Q4 2022 | 2 |
GSI Capital Advisors LLC | 1 | 1 | 1.46% | 1.73% | 2.00% | Q2 2021 | Q3 2023 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.39% | 0.42% | 0.45% | Q4 2019 | Q4 2021 | 2 |
Hazelview Securities Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.34% | 0.40% | 0.46% | Q4 2018 | Q1 2020 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.06% | 0.10% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.16% | 0.21% | 0.26% | Q3 2019 | Q3 2019 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 2 |
Bray Capital Advisors | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Sabal Trust CO | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 2 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 2 | 2 | 1.51% | 1.60% | 1.68% | Q3 2017 | Q4 2017 | 2 |
Delta Investment Management, LLC | 2 | 2 | 1.18% | 1.24% | 1.31% | Q2 2019 | Q3 2019 | 2 |
Segantii Capital Management Ltd | 2 | 2 | 0.29% | 0.38% | 0.47% | Q1 2017 | Q2 2017 | 2 |
West Tower Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 2 | 2 | 2.49% | 3.83% | 5.17% | Q4 2020 | Q1 2021 | 2 |
MUFG Securities EMEA plc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2018 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2020 | 2 |
Voyager Global Management LP | 2 | 2 | 2.59% | 3.88% | 5.17% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.34% | 0.67% | Q1 2022 | Q4 2022 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CROWN ADVISORS MANAGEMENT, INC. | 2 | 2 | 2.04% | 2.06% | 2.07% | Q2 2020 | Q3 2020 | 2 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 2 | 0.19% | 0.21% | 0.23% | Q4 2017 | Q1 2018 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.08% | 0.35% | 0.61% | Q1 2023 | Q2 2023 | 2 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
T. Rowe Price Investment Management, Inc. | 2 | 2 | 0.00% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
SOMA EQUITY PARTNERS LP | 2 | 2 | 3.87% | 5.09% | 6.31% | Q1 2017 | Q2 2017 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Lucha Capital Management, LP | 2 | 2 | 2.13% | 3.98% | 5.84% | Q1 2017 | Q2 2017 | 2 |
Brevan Howard Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.02% | 0.07% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q3 2021 | 2 |
BAR HARBOR TRUST SERVICES | 2 | 2 | 0.20% | 0.23% | 0.25% | Q3 2020 | Q4 2020 | 2 |
KCL Capital, L.P. | 2 | 2 | 1.21% | 1.73% | 2.26% | Q2 2020 | Q3 2020 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
SPO ADVISORY CORP | 2 | 2 | 4.53% | 5.06% | 5.58% | Q1 2017 | Q2 2017 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.31% | 0.33% | 0.34% | Q2 2023 | Q3 2023 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.60% | 0.65% | 0.69% | Q4 2022 | Q1 2023 | 2 |
HWG Holdings LP | 1 | 1 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q2 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Gratus Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2019 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Blueport Capital, L.P. | 2 | 2 | 3.93% | 4.03% | 4.13% | Q1 2017 | Q2 2017 | 2 |
Lone Pine Capital | 2 | 2 | 2.93% | 3.00% | 3.06% | Q1 2018 | Q2 2018 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.41% | 0.48% | 0.56% | Q3 2020 | Q4 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.07% | 0.11% | 0.15% | Q2 2018 | Q3 2019 | 2 |
Avion Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Apertura Capital, LLC | 2 | 2 | 2.07% | 2.66% | 3.25% | Q3 2017 | Q4 2017 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
COLONY GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Grassi Investment Management | 2 | 2 | 0.18% | 0.22% | 0.26% | Q1 2017 | Q2 2017 | 2 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 2 |
OVERSEA-CHINESE BANKING Corp Ltd | 2 | 2 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.30% | 0.87% | 1.43% | Q1 2018 | Q4 2020 | 2 |
Jericho Capital Asset Management L.P. | 2 | 2 | 5.26% | 6.47% | 7.68% | Q3 2017 | Q4 2017 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
McElhenny Sheffield Capital Management, LLC | 2 | 2 | 0.29% | 0.31% | 0.34% | Q4 2021 | Q1 2022 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2018 | Q1 2018 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Brookstone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2022 | Q4 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Beck Bode, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MARTINGALE ASSET MANAGEMENT L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 5.89% | 5.89% | 5.89% | Q3 2019 | Q3 2019 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Virtus Investment Advisers, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2022 | Q4 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BRISTOL JOHN W & CO INC /NY/ | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2023 | Q3 2023 | 1 |
Long Pond Capital | 1 | 1 | 1.11% | 1.11% | 1.11% | Q2 2021 | Q2 2021 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Kestra Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Concourse Capital Management, LLC | 1 | 1 | 1.83% | 1.83% | 1.83% | Q4 2018 | Q4 2018 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
One01 Capital, LP | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2020 | Q4 2020 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2020 | Q3 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GraniteShares Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Key FInancial Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2017 | Q1 2017 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Intercontinental Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Syntal Capital Partners, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q3 2019 | 1 |
Financial Gravity Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
55I, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2023 | Q1 2023 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Signition LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
ENGINE NO. 1 LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
WealthStone, Inc. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2019 | Q2 2019 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2017 | Q4 2017 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Nicholas Investment Partners, LP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Astrantus Ltd | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2021 | Q4 2021 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.85% | 0.85% | 0.85% | Q4 2019 | Q4 2019 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Kula Investments, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MQS Management LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2023 | Q1 2023 | 1 |
Duquesne Family Office | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2017 | Q2 2017 | 1 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2016 | Q4 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Glaxis Capital Management, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2020 | Q2 2020 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
Dorsey & Whitney Trust CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Kure Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Roystone Capital Management LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2017 | Q1 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Crescent Park Management, L.P. | 1 | 1 | 3.18% | 3.18% | 3.18% | Q3 2023 | Q3 2023 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Next Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Melvin Capital Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2020 | Q3 2020 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Corundum Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2019 | Q2 2019 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2021 | Q3 2021 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Keel Point, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
USCA RIA LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
SVB WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WMS Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2023 | Q2 2023 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAPITAL GROWTH MANAGEMENT LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2021 | Q1 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
HGI Capital Management, LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q1 2023 | Q1 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2021 | Q4 2021 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Castle Hook Partners LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2017 | Q1 2017 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2022 | Q4 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mutual Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
DELTA LLOYD NV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Coatue Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Snowhook Capital Management LP | 1 | 1 | 5.23% | 5.23% | 5.23% | Q3 2022 | Q3 2022 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 5.99% | 5.99% | 5.99% | Q2 2020 | Q2 2020 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Leap Investments LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Hill Winds Capital LP | 1 | 1 | 2.26% | 2.26% | 2.26% | Q1 2019 | Q1 2019 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2017 | Q1 2017 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Trifecta Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
LRT Capital Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2017 | Q2 2017 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2020 | Q3 2020 | 1 |
CXI Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Partners Group Holding AG | 1 | 1 | 1.67% | 1.67% | 1.67% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
LBP AM SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Game Creek Capital, LP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2017 | Q4 2017 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Resolute Capital Asset Partners LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2021 | Q4 2021 | 1 |
TriaGen Wealth Management LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2020 | Q4 2020 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2020 | Q1 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Advisors Preferred, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SBA COMMUNICATIONS CORP NEW or have owned SBA COMMUNICATIONS CORP NEW in the past.