Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 119 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 107 |
GOLDMAN SACHS GROUP INC | 42 | 2 | 0.00% | 0.05% | 0.19% | Q3 2012 | Q3 2023 | 98 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 97 |
Citadel Advisors | 37 | 4 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 97 |
D. E. Shaw & Co., Inc. | 26 | 1 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 96 |
Parallax Volatility Advisers, L.P. | 38 | 38 | 0.00% | 0.03% | 0.22% | Q2 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.13% | 1.67% | Q4 2015 | Q3 2023 | 91 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.36% | Q2 2013 | Q3 2023 | 91 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.59% | Q2 2013 | Q3 2023 | 90 |
Walleye Trading LLC | 40 | 40 | 0.00% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 87 |
WOLVERINE TRADING, LLC | 28 | 1 | 0.00% | 0.06% | 0.23% | Q2 2016 | Q3 2023 | 85 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 84 |
UBS Group AG | 36 | 36 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 82 |
JANE STREET GROUP, LLC | 27 | 1 | 0.00% | 0.03% | 0.21% | Q4 2014 | Q3 2023 | 79 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 74 |
CREDIT SUISSE AG/ | 40 | 1 | 0.00% | 0.06% | 0.28% | Q1 2013 | Q3 2023 | 63 |
TWO SIGMA INVESTMENTS, LP | 20 | 1 | 0.00% | 0.08% | 0.46% | Q2 2013 | Q3 2023 | 63 |
NOMURA HOLDINGS INC | 29 | 3 | 0.00% | 0.04% | 0.40% | Q1 2013 | Q3 2023 | 60 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.17% | 0.50% | Q3 2018 | Q3 2023 | 57 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 55 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 55 |
HSBC HOLDINGS PLC | 41 | 41 | 0.00% | 0.05% | 0.24% | Q3 2013 | Q3 2023 | 54 |
Twin Tree Management, LP | 20 | 4 | 0.00% | 0.04% | 0.20% | Q1 2015 | Q2 2023 | 54 |
TWO SIGMA SECURITIES, LLC | 24 | 2 | 0.00% | 0.05% | 0.22% | Q1 2017 | Q3 2023 | 52 |
Daiwa Securities Group Inc. | 40 | 40 | 0.00% | 0.04% | 0.22% | Q4 2013 | Q3 2023 | 52 |
Paloma Partners Management Co | 25 | 1 | 0.00% | 0.08% | 0.76% | Q2 2013 | Q3 2023 | 50 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.08% | 0.28% | Q3 2013 | Q3 2023 | 50 |
CAPITAL FUND MANAGEMENT S.A. | 10 | 1 | 0.00% | 0.08% | 0.29% | Q2 2015 | Q3 2023 | 49 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 49 |
BALYASNY ASSET MANAGEMENT L.P. | 18 | 1 | 0.00% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 48 |
TUDOR INVESTMENT CORP ET AL | 19 | 1 | 0.01% | 0.10% | 0.65% | Q3 2013 | Q3 2023 | 48 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 48 |
CAPSTONE INVESTMENT ADVISORS, LLC | 16 | 1 | 0.01% | 0.07% | 0.29% | Q3 2015 | Q3 2023 | 47 |
Cubist Systematic Strategies, LLC | 23 | 14 | 0.00% | 0.11% | 0.45% | Q2 2014 | Q3 2023 | 46 |
Jefferies Group LLC | 14 | 3 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2022 | 46 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.06% | 0.24% | Q4 2015 | Q3 2023 | 45 |
Invesco Ltd. | 40 | 40 | 0.00% | 0.12% | 0.30% | Q4 2013 | Q3 2023 | 45 |
Avalon Global Asset Management LLC | 40 | 40 | 1.15% | 4.22% | 7.10% | Q4 2013 | Q3 2023 | 44 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.23% | 0.56% | Q2 2013 | Q3 2023 | 44 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.13% | 0.28% | Q1 2013 | Q3 2023 | 43 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.24% | 0.63% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.12% | 0.25% | 0.49% | Q2 2013 | Q3 2023 | 42 |
TCW GROUP INC | 42 | 42 | 0.09% | 2.10% | 4.24% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.01% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.15% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Utah Retirement Systems | 42 | 42 | 0.02% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.02% | 0.41% | 0.90% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.26% | 0.80% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.21% | 0.67% | Q2 2013 | Q3 2023 | 42 |
FEDERATED HERMES, INC. | 42 | 42 | 0.12% | 0.43% | 0.78% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.57% | 2.14% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.22% | 1.15% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.09% | 0.26% | Q2 2013 | Q3 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.01% | 0.13% | 0.49% | Q2 2013 | Q3 2023 | 42 |
GLYNN CAPITAL MANAGEMENT LLC | 42 | 42 | 2.33% | 4.83% | 9.10% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
GILDER GAGNON HOWE & CO LLC | 42 | 42 | 0.04% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.02% | 0.12% | 0.25% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.01% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.02% | 0.18% | 0.37% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.02% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.07% | 0.33% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 42 |
AQR Capital Management | 41 | 1 | 0.00% | 0.03% | 0.10% | Q4 2012 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.18% | 0.51% | 0.93% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.20% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.21% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 0.04% | 2.11% | 3.72% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.54% | 2.00% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.05% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.02% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
AMERICAN CENTURY COMPANIES INC | 41 | 41 | 0.00% | 0.21% | 0.46% | Q3 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 41 | 41 | 0.00% | 0.04% | 0.15% | Q3 2013 | Q3 2023 | 41 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 41 | 41 | 0.01% | 0.12% | 0.31% | Q3 2013 | Q3 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 40 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 41 |
HighTower Advisors, LLC | 35 | 35 | 0.00% | 0.04% | 0.11% | Q1 2015 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q2 2018 | 41 |
AMALGAMATED BANK | 40 | 40 | 0.03% | 0.15% | 0.26% | Q4 2013 | Q3 2023 | 40 |
APG Asset Management N.V. | 40 | 40 | 0.01% | 0.05% | 0.21% | Q4 2013 | Q3 2023 | 40 |
KBC Group NV | 40 | 40 | 0.00% | 0.23% | 0.61% | Q4 2013 | Q3 2023 | 40 |
Swiss National Bank | 40 | 40 | 0.03% | 0.15% | 0.31% | Q4 2013 | Q3 2023 | 40 |
SHELL ASSET MANAGEMENT CO | 40 | 40 | 0.01% | 0.15% | 0.66% | Q4 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 40 | 40 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 40 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 40 | 40 | 0.01% | 0.17% | 1.03% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 40 | 40 | 0.03% | 0.22% | 0.61% | Q4 2013 | Q3 2023 | 40 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 40 | 40 | 0.26% | 1.12% | 2.10% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.00% | 0.10% | 0.30% | Q4 2013 | Q3 2023 | 40 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 2 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 40 |
Sumitomo Mitsui Trust Holdings, Inc. | 40 | 40 | 0.03% | 0.14% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Asset Management One Co., Ltd. | 40 | 40 | 0.01% | 0.12% | 0.25% | Q4 2013 | Q3 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 16 | 0.00% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 40 |
FRED ALGER MANAGEMENT, LLC | 34 | 6 | 0.02% | 0.32% | 0.86% | Q3 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.04% | 0.16% | 0.31% | Q4 2013 | Q3 2023 | 40 |
JANUS HENDERSON GROUP PLC | 40 | 40 | 0.00% | 0.15% | 0.51% | Q4 2013 | Q3 2023 | 40 |
DekaBank Deutsche Girozentrale | 40 | 40 | 0.00% | 0.15% | 0.49% | Q4 2013 | Q3 2023 | 40 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 40 | 40 | 0.05% | 0.16% | 0.30% | Q4 2013 | Q3 2023 | 40 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 40 | 40 | 0.01% | 0.09% | 0.23% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Trust & Banking Corp | 40 | 40 | 0.03% | 0.10% | 0.18% | Q4 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 40 | 40 | 0.01% | 0.39% | 0.93% | Q4 2013 | Q3 2023 | 40 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 40 | 40 | 0.02% | 0.32% | 1.85% | Q4 2013 | Q3 2023 | 40 |
WESTPAC BANKING CORP | 40 | 40 | 0.00% | 0.13% | 0.39% | Q4 2013 | Q3 2023 | 40 |
MOODY NATIONAL BANK TRUST DIVISION | 40 | 40 | 0.02% | 0.14% | 0.49% | Q4 2013 | Q3 2023 | 40 |
Legal & General Group Plc | 40 | 40 | 0.00% | 0.12% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Asset Management Co., Ltd. | 40 | 40 | 0.03% | 0.15% | 0.37% | Q4 2013 | Q3 2023 | 40 |
GAM Holding AG | 21 | 19 | 0.00% | 0.48% | 1.78% | Q2 2013 | Q3 2023 | 40 |
DIMENSIONAL FUND ADVISORS LP | 39 | 39 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 39 | 39 | 0.01% | 0.14% | 0.43% | Q1 2014 | Q3 2023 | 39 |
Neuberger Berman Group LLC | 39 | 39 | 0.01% | 0.21% | 0.53% | Q1 2014 | Q3 2023 | 39 |
HAP Trading, LLC | 19 | 1 | 0.00% | 0.03% | 0.30% | Q2 2014 | Q2 2023 | 39 |
Waldron Private Wealth LLC | 27 | 12 | 0.08% | 0.12% | 0.16% | Q4 2013 | Q3 2023 | 39 |
Livforsakringsbolaget Skandia, Omsesidigt | 39 | 39 | 0.01% | 0.07% | 0.19% | Q1 2014 | Q3 2023 | 39 |
TRUST CO OF VERMONT | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
PRUDENTIAL FINANCIAL INC | 38 | 38 | 0.00% | 0.08% | 0.37% | Q2 2014 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.11% | 0.24% | Q2 2014 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 38 | 38 | 0.00% | 0.07% | 0.16% | Q2 2014 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 28 | 10 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q2 2023 | 38 |
CIBC Asset Management Inc | 37 | 1 | 0.00% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 38 |
M&T BANK CORP | 37 | 1 | 0.00% | 0.03% | 0.11% | Q1 2014 | Q3 2023 | 38 |
1832 Asset Management L.P. | 30 | 2 | 0.00% | 0.43% | 1.37% | Q4 2013 | Q3 2023 | 38 |
Laurion Capital Management LP | 7 | 1 | 0.00% | 0.08% | 0.95% | Q1 2015 | Q3 2023 | 38 |
NORDEA INVESTMENT MANAGEMENT AB | 37 | 37 | 0.00% | 0.13% | 0.34% | Q3 2014 | Q3 2023 | 37 |
NEXT CENTURY GROWTH INVESTORS LLC | 15 | 8 | 0.00% | 0.49% | 2.40% | Q2 2013 | Q3 2023 | 37 |
SG Americas Securities, LLC | 19 | 1 | 0.00% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 37 |
LPL Financial LLC | 26 | 11 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 37 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 16 | 0.17% | 0.59% | 1.11% | Q1 2014 | Q3 2023 | 37 |
AVIVA PLC | 37 | 37 | 0.00% | 0.10% | 0.28% | Q3 2014 | Q3 2023 | 37 |
SCGE MANAGEMENT, L.P. | 37 | 37 | 1.28% | 7.66% | 14.36% | Q3 2014 | Q3 2023 | 37 |
LORD, ABBETT & CO. LLC | 30 | 2 | 0.01% | 0.11% | 0.44% | Q3 2013 | Q3 2023 | 37 |
Evercore Wealth Management, LLC | 28 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 37 |
Robeco Institutional Asset Management B.V. | 35 | 2 | 0.00% | 0.04% | 0.18% | Q4 2013 | Q3 2023 | 37 |
COMERICA BANK | 25 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 37 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.19% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Winslow Capital Management, LLC | 22 | 14 | 0.00% | 1.33% | 3.72% | Q3 2013 | Q3 2023 | 36 |
Korea Investment CORP | 29 | 7 | 0.00% | 0.26% | 0.60% | Q1 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.07% | 0.23% | Q2 2013 | Q1 2022 | 36 |
CANADA PENSION PLAN INVESTMENT BOARD | 18 | 18 | 0.00% | 0.04% | 0.12% | Q3 2014 | Q3 2023 | 36 |
IBM Retirement Fund | 36 | 36 | 0.02% | 0.14% | 0.31% | Q2 2013 | Q1 2022 | 36 |
CULLEN/FROST BANKERS, INC. | 36 | 36 | 0.01% | 0.54% | 1.12% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 36 |
NORGES BANK | 36 | 36 | 0.00% | 0.11% | 0.24% | Q1 2014 | Q4 2022 | 36 |
Lido Advisors, LLC | 23 | 2 | 0.02% | 0.07% | 0.22% | Q1 2017 | Q3 2023 | 36 |
INVERNESS COUNSEL LLC /NY/ | 36 | 36 | 0.43% | 1.17% | 2.74% | Q4 2013 | Q3 2022 | 36 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 36 | 36 | 0.00% | 0.15% | 0.27% | Q4 2014 | Q3 2023 | 36 |
STRS OHIO | 35 | 35 | 0.03% | 0.48% | 0.88% | Q1 2015 | Q3 2023 | 35 |
Advisors Asset Management, Inc. | 35 | 35 | 0.00% | 0.06% | 0.14% | Q1 2015 | Q3 2023 | 35 |
CREDIT AGRICOLE S A | 18 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 35 |
BNP Paribas Asset Management Holding S.A. | 35 | 35 | 0.00% | 0.18% | 0.53% | Q1 2015 | Q3 2023 | 35 |
CSS LLC/IL | 6 | 2 | 0.00% | 0.06% | 0.69% | Q3 2016 | Q3 2022 | 34 |
AMERICAN NATIONAL INSURANCE CO | 34 | 34 | 0.10% | 0.30% | 0.67% | Q4 2013 | Q1 2022 | 34 |
PUTNAM INVESTMENTS LLC | 30 | 4 | 0.00% | 0.24% | 0.62% | Q4 2013 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.00% | 0.04% | 0.09% | Q2 2015 | Q3 2023 | 34 |
LAZARD ASSET MANAGEMENT LLC | 34 | 34 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 34 |
EAGLE ASSET MANAGEMENT INC | 34 | 34 | 0.03% | 0.28% | 0.88% | Q1 2014 | Q2 2022 | 34 |
EATON VANCE MANAGEMENT | 34 | 34 | 0.04% | 0.11% | 0.22% | Q2 2014 | Q3 2022 | 34 |
American National Registered Investment Advisor, Inc. | 34 | 34 | 0.14% | 0.41% | 0.92% | Q4 2013 | Q1 2022 | 34 |
TWO SIGMA ADVISERS, LP | 27 | 1 | 0.00% | 0.19% | 0.62% | Q2 2014 | Q3 2023 | 34 |
Spot Trading L.L.C | 14 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q1 2017 | 34 |
THORNBURG INVESTMENT MANAGEMENT INC | 34 | 34 | 0.00% | 0.09% | 0.25% | Q2 2015 | Q3 2023 | 34 |
Fisher Asset Management, LLC | 19 | 1 | 0.00% | 0.12% | 0.49% | Q2 2014 | Q3 2023 | 34 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 1 | 0.00% | 0.10% | 0.39% | Q1 2015 | Q3 2023 | 34 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 22 | 11 | 0.00% | 0.10% | 0.36% | Q4 2013 | Q3 2023 | 33 |
HUNTINGTON NATIONAL BANK | 21 | 6 | 0.00% | 0.06% | 0.44% | Q3 2012 | Q3 2023 | 33 |
WEATHERLY ASSET MANAGEMENT L. P. | 32 | 1 | 0.07% | 0.21% | 0.40% | Q2 2015 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.01% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 33 |
National Pension Service | 33 | 33 | 0.06% | 0.19% | 0.31% | Q3 2015 | Q3 2023 | 33 |
FIRST MERCANTILE TRUST CO | 33 | 33 | 0.02% | 0.15% | 0.42% | Q3 2013 | Q3 2021 | 33 |
Andra AP-fonden | 15 | 6 | 0.01% | 0.16% | 0.68% | Q1 2015 | Q3 2023 | 33 |
JENNISON ASSOCIATES LLC | 31 | 2 | 0.05% | 0.37% | 1.22% | Q3 2013 | Q3 2023 | 33 |
BLAIR WILLIAM & CO/IL | 27 | 1 | 0.00% | 0.25% | 0.67% | Q4 2014 | Q3 2023 | 33 |
BAMCO INC /NY/ | 33 | 33 | 0.02% | 0.08% | 0.18% | Q3 2015 | Q3 2023 | 33 |
DnB Asset Management AS | 32 | 32 | 0.02% | 0.17% | 0.62% | Q1 2016 | Q4 2023 | 32 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.07% | 0.34% | Q1 2019 | Q3 2023 | 32 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q2 2023 | 32 |
Plante Moran Financial Advisors, LLC | 31 | 1 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 32 |
PITCAIRN CO | 31 | 1 | 0.03% | 0.35% | 0.81% | Q4 2013 | Q3 2023 | 32 |
WADDELL & REED FINANCIAL INC | 32 | 32 | 0.07% | 0.27% | 0.51% | Q2 2013 | Q1 2021 | 32 |
CAAS CAPITAL MANAGEMENT LP | 9 | 5 | 0.00% | 0.47% | 2.99% | Q1 2020 | Q3 2023 | 32 |
MACKENZIE FINANCIAL CORP | 20 | 12 | 0.00% | 0.09% | 0.39% | Q2 2015 | Q3 2023 | 32 |
PANAGORA ASSET MANAGEMENT INC | 31 | 1 | 0.00% | 0.09% | 0.40% | Q1 2014 | Q3 2023 | 32 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 14 | 1 | 0.00% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 32 |
FINANCIAL COUNSELORS INC | 22 | 3 | 0.02% | 0.14% | 0.25% | Q4 2014 | Q3 2023 | 32 |
AMP Capital Investors Ltd | 32 | 32 | 0.01% | 0.09% | 0.26% | Q4 2013 | Q3 2021 | 32 |
PRECEPT MANAGEMENT LLC | 19 | 19 | 0.44% | 2.95% | 8.34% | Q1 2017 | Q3 2021 | 32 |
Covenant Asset Management, LLC | 22 | 22 | 0.15% | 1.00% | 4.31% | Q2 2018 | Q3 2023 | 32 |
Meiji Yasuda Asset Management Co Ltd. | 26 | 1 | 0.02% | 0.08% | 0.19% | Q1 2015 | Q3 2023 | 32 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 31 | 1 | 0.00% | 0.08% | 0.38% | Q4 2013 | Q3 2023 | 32 |
Skandinaviska Enskilda Banken AB (publ) | 32 | 32 | 0.01% | 0.20% | 0.73% | Q4 2015 | Q3 2023 | 32 |
Baird Financial Group, Inc. | 29 | 3 | 0.01% | 0.18% | 0.47% | Q2 2015 | Q3 2023 | 32 |
PICTET ASSET MANAGEMENT LTD | 31 | 31 | 0.01% | 0.09% | 0.26% | Q4 2013 | Q2 2021 | 31 |
COLUMBUS CIRCLE INVESTORS | 31 | 31 | 0.38% | 1.33% | 2.28% | Q2 2013 | Q4 2020 | 31 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 16 | 2 | 0.00% | 0.15% | 0.45% | Q4 2013 | Q3 2023 | 31 |
Verition Fund Management LLC | 11 | 1 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q3 2023 | 31 |
BROWN BROTHERS HARRIMAN & CO | 22 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
TORONTO DOMINION BANK | 31 | 31 | 0.00% | 0.06% | 0.17% | Q1 2016 | Q3 2023 | 31 |
NATIXIS ADVISORS, L.P. | 16 | 7 | 0.01% | 0.13% | 0.39% | Q2 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 31 |
STIFEL FINANCIAL CORP | 30 | 1 | 0.00% | 0.12% | 0.33% | Q1 2014 | Q3 2023 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 1 | 0.00% | 0.07% | 0.22% | Q3 2014 | Q4 2023 | 31 |
XR Securities LLC | 14 | 1 | 0.01% | 0.14% | 0.56% | Q3 2018 | Q3 2023 | 31 |
GATEWAY INVESTMENT ADVISERS LLC | 31 | 31 | 0.05% | 0.23% | 0.44% | Q1 2016 | Q3 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 31 | 31 | 0.00% | 0.08% | 0.14% | Q1 2016 | Q3 2023 | 31 |
Point72 Hong Kong Ltd | 9 | 1 | 0.00% | 0.09% | 0.37% | Q3 2014 | Q3 2022 | 31 |
World Asset Management Inc | 22 | 1 | 0.01% | 0.07% | 0.22% | Q3 2013 | Q3 2021 | 31 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 26 | 1 | 0.00% | 0.38% | 0.92% | Q1 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 31 |
LS Investment Advisors, LLC | 30 | 30 | 0.01% | 0.03% | 0.10% | Q4 2013 | Q1 2021 | 30 |
Mn Services Vermogensbeheer B.V. | 20 | 10 | 0.05% | 0.33% | 0.65% | Q1 2016 | Q3 2023 | 30 |
Candriam S.C.A. | 30 | 30 | 0.01% | 0.17% | 0.77% | Q2 2016 | Q3 2023 | 30 |
Weiss Multi-Strategy Advisers LLC | 15 | 1 | 0.07% | 0.25% | 0.57% | Q2 2013 | Q3 2023 | 30 |
HMS Capital Management, LLC | 23 | 23 | 0.02% | 0.16% | 0.40% | Q1 2018 | Q3 2023 | 30 |
Engineers Gate Manager LP | 9 | 1 | 0.01% | 0.22% | 0.66% | Q4 2014 | Q3 2023 | 30 |
EXANE DERIVATIVES | 30 | 30 | 0.00% | 0.09% | 0.39% | Q1 2015 | Q2 2022 | 30 |
Sands Capital Management | 30 | 30 | 0.02% | 3.19% | 4.98% | Q2 2016 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 20 | 2 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 22 | 7 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 29 |
Wealthcare Advisory Partners LLC | 16 | 13 | 0.00% | 0.02% | 0.09% | Q2 2016 | Q3 2023 | 29 |
NICHOLAS COMPANY, INC. | 29 | 29 | 0.20% | 0.75% | 1.00% | Q3 2016 | Q3 2023 | 29 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.00% | 0.10% | 0.52% | Q2 2013 | Q3 2023 | 29 |
Compagnie Lombard Odier SCmA | 19 | 2 | 0.00% | 0.29% | 1.22% | Q2 2014 | Q3 2023 | 29 |
Praesidium Investment Management Company, LLC | 29 | 29 | 2.03% | 9.49% | 16.57% | Q3 2016 | Q3 2023 | 29 |
BANK OF NOVA SCOTIA | 19 | 1 | 0.00% | 0.08% | 0.39% | Q2 2014 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.10% | 0.16% | Q4 2016 | Q3 2023 | 28 |
EULAV Asset Management | 28 | 28 | 0.06% | 1.22% | 1.96% | Q4 2016 | Q3 2023 | 28 |
EMERALD ADVISERS, LLC | 28 | 28 | 0.02% | 0.09% | 0.16% | Q2 2014 | Q1 2021 | 28 |
PROFUND ADVISORS LLC | 27 | 1 | 0.01% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 28 |
ROYAL LONDON ASSET MANAGEMENT LTD | 22 | 2 | 0.02% | 0.13% | 0.21% | Q3 2014 | Q3 2023 | 28 |
Penserra Capital Management LLC | 23 | 5 | 0.00% | 0.25% | 1.23% | Q4 2015 | Q3 2023 | 28 |
BRANDYWINE MANAGERS, LLC | 28 | 28 | 0.06% | 0.61% | 1.33% | Q4 2016 | Q3 2023 | 28 |
ARDSLEY ADVISORY PARTNERS LP | 21 | 7 | 0.05% | 0.44% | 1.92% | Q3 2016 | Q3 2023 | 28 |
TCI Wealth Advisors, Inc. | 28 | 28 | 0.01% | 0.08% | 0.31% | Q4 2016 | Q3 2023 | 28 |
STEPHENS INC /AR/ | 16 | 2 | 0.01% | 0.15% | 0.28% | Q3 2013 | Q3 2023 | 28 |
Meiji Yasuda Life Insurance Co | 16 | 12 | 0.03% | 0.07% | 0.16% | Q1 2014 | Q3 2023 | 28 |
CHARTWELL INVESTMENT PARTNERS, LLC | 21 | 7 | 0.01% | 0.22% | 0.64% | Q3 2016 | Q3 2023 | 28 |
First Personal Financial Services | 28 | 28 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.09% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.06% | 0.26% | 0.46% | Q4 2016 | Q3 2023 | 28 |
Roble, Belko & Company, Inc | 28 | 28 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
B. Riley Wealth Advisors, Inc. | 25 | 1 | 0.00% | 0.12% | 0.34% | Q1 2014 | Q3 2023 | 28 |
SIGNATUREFD, LLC | 23 | 5 | 0.00% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 28 | 28 | 0.09% | 0.20% | 0.34% | Q4 2016 | Q3 2023 | 28 |
NISA INVESTMENT ADVISORS, LLC | 27 | 27 | 0.00% | 0.10% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Financial Architects, Inc | 16 | 3 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q2 2023 | 27 |
L & S Advisors Inc | 27 | 27 | 0.07% | 0.53% | 1.25% | Q1 2017 | Q3 2023 | 27 |
IFM Investors Pty Ltd | 27 | 27 | 0.07% | 0.22% | 0.34% | Q1 2017 | Q3 2023 | 27 |
Proficio Capital Partners LLC | 15 | 2 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 27 |
Catalyst Capital Advisors LLC | 22 | 5 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q4 2022 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.04% | 0.44% | Q2 2013 | Q4 2019 | 27 |
Smithfield Trust Co | 25 | 2 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 27 |
BARINGS LLC | 19 | 1 | 0.01% | 0.02% | 0.05% | Q1 2015 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.00% | 0.46% | 0.89% | Q1 2017 | Q3 2023 | 27 |
Advisory Services Network, LLC | 27 | 27 | 0.00% | 0.08% | 0.18% | Q1 2017 | Q3 2023 | 27 |
AMUNDI ASSET MANAGEMENT US, INC. | 26 | 1 | 0.01% | 0.07% | 0.17% | Q4 2013 | Q1 2021 | 27 |
ADVISORY RESEARCH INC | 25 | 2 | 0.02% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 27 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 27 | 27 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 27 |
CWM, LLC | 15 | 1 | 0.00% | 0.10% | 0.21% | Q3 2013 | Q3 2023 | 27 |
State of Alaska, Department of Revenue | 27 | 27 | 0.02% | 0.16% | 0.35% | Q1 2017 | Q3 2023 | 27 |
FDx Advisors, Inc. | 16 | 1 | 0.01% | 0.82% | 1.71% | Q3 2013 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.01% | 0.16% | 0.30% | Q1 2017 | Q3 2023 | 27 |
SVB WEALTH LLC | 19 | 3 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 27 |
Allen Investment Management, LLC | 26 | 26 | 0.73% | 1.36% | 2.18% | Q2 2017 | Q3 2023 | 26 |
Nippon Life Global Investors Americas, Inc. | 24 | 2 | 0.13% | 0.53% | 1.90% | Q3 2016 | Q3 2023 | 26 |
INTEGRAL DERIVATIVES, LLC | 8 | 3 | 0.01% | 0.04% | 0.19% | Q1 2014 | Q1 2018 | 26 |
First Horizon Advisors, Inc. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 26 |
PEREGRINE CAPITAL MANAGEMENT LLC | 26 | 26 | 0.26% | 1.06% | 1.94% | Q2 2017 | Q3 2023 | 26 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 26 | 26 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 26 |
Echo Street Capital Management LLC | 21 | 5 | 0.01% | 0.54% | 1.18% | Q1 2017 | Q3 2023 | 26 |
Mariner, LLC | 23 | 1 | 0.01% | 0.11% | 0.38% | Q4 2015 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 6 | 0.02% | 0.36% | 1.18% | Q1 2017 | Q3 2023 | 26 |
WINTON GROUP Ltd | 26 | 26 | 0.01% | 0.06% | 0.35% | Q2 2017 | Q3 2023 | 26 |
ASSETMARK, INC | 15 | 4 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 26 |
EFG Asset Management (Americas) Corp. | 26 | 26 | 0.12% | 1.82% | 3.36% | Q2 2017 | Q3 2023 | 26 |
Aperio Group, LLC | 26 | 26 | 0.00% | 0.06% | 0.21% | Q3 2014 | Q4 2020 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.01% | 0.12% | 0.29% | Q3 2016 | Q3 2023 | 26 |
TRUIST FINANCIAL CORP | 18 | 8 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q3 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 26 | 26 | 0.04% | 0.20% | 0.35% | Q2 2017 | Q3 2023 | 26 |
HARTFORD INVESTMENT MANAGEMENT CO | 16 | 1 | 0.00% | 0.17% | 0.34% | Q4 2013 | Q3 2023 | 26 |
COMMERCE BANK | 26 | 26 | 0.00% | 0.19% | 0.47% | Q2 2017 | Q3 2023 | 26 |
Tortoise Investment Management, LLC | 24 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
Capital Research Global Investors | 26 | 26 | 0.03% | 0.53% | 0.96% | Q2 2017 | Q3 2023 | 26 |
Tarbox Family Office, Inc. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2022 | 26 |
Checchi Capital Advisers, LLC | 24 | 2 | 0.01% | 0.06% | 0.09% | Q1 2016 | Q3 2023 | 26 |
RAYMOND JAMES TRUST N.A. | 24 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 25 |
Calamos Advisors LLC | 15 | 7 | 0.03% | 0.17% | 0.31% | Q3 2013 | Q3 2023 | 25 |
Cambridge Investment Research Advisors, Inc. | 11 | 4 | 0.01% | 0.03% | 0.07% | Q4 2014 | Q3 2023 | 25 |
WHITTIER TRUST CO OF NEVADA INC | 25 | 25 | 0.00% | 0.17% | 0.35% | Q3 2017 | Q3 2023 | 25 |
Carmignac Gestion | 16 | 3 | 0.12% | 2.05% | 3.51% | Q1 2015 | Q3 2023 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.00% | 0.06% | 0.16% | Q3 2013 | Q3 2019 | 25 |
Arizona State Retirement System | 25 | 25 | 0.04% | 0.17% | 0.28% | Q3 2017 | Q3 2023 | 25 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.04% | 0.16% | Q2 2017 | Q3 2023 | 25 |
Ithaka Group | 25 | 25 | 2.12% | 5.29% | 7.52% | Q3 2017 | Q3 2023 | 25 |
BOOTHBAY FUND MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 25 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 10 | 3 | 0.01% | 0.08% | 0.16% | Q4 2014 | Q3 2023 | 25 |
Natixis Investment Managers International | 12 | 1 | 0.02% | 0.07% | 0.22% | Q2 2015 | Q3 2023 | 25 |
Mathes Company, Inc. | 23 | 2 | 0.11% | 1.73% | 2.48% | Q2 2017 | Q3 2023 | 25 |
TIGER GLOBAL MANAGEMENT LLC | 25 | 25 | 0.39% | 2.20% | 5.87% | Q3 2017 | Q3 2023 | 25 |
Jasper Ridge Partners, L.P. | 25 | 25 | 0.08% | 0.90% | 1.62% | Q3 2017 | Q3 2023 | 25 |
Westover Capital Advisors, LLC | 25 | 25 | 0.70% | 1.22% | 1.79% | Q3 2017 | Q3 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.01% | 0.15% | 0.55% | Q1 2013 | Q1 2019 | 25 |
ETF MANAGERS GROUP, LLC | 24 | 1 | 0.01% | 0.03% | 0.32% | Q1 2016 | Q1 2023 | 25 |
Columbus Hill Capital Management, L.P. | 25 | 25 | 0.67% | 2.63% | 6.36% | Q3 2017 | Q3 2023 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.14% | 0.37% | Q1 2016 | Q1 2022 | 25 |
EARNEST PARTNERS LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 25 |
PineBridge Investments, L.P. | 25 | 25 | 0.18% | 0.38% | 0.55% | Q3 2017 | Q3 2023 | 25 |
ARROW FINANCIAL CORP | 24 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 25 |
IHT Wealth Management, LLC | 19 | 6 | 0.02% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 25 |
WHITTIER TRUST CO | 20 | 5 | 0.00% | 0.20% | 0.44% | Q1 2017 | Q3 2023 | 25 |
NVWM, LLC | 24 | 24 | 0.23% | 0.38% | 0.61% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 24 |
CENTRAL TRUST Co | 22 | 2 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 24 |
Alberta Investment Management Corp | 10 | 1 | 0.00% | 0.10% | 0.24% | Q4 2013 | Q3 2023 | 24 |
APPLETON PARTNERS INC/MA | 24 | 24 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q4 2023 | 24 |
Mirae Asset Global Investments Co., Ltd. | 22 | 2 | 0.01% | 0.13% | 0.33% | Q4 2015 | Q3 2023 | 24 |
CIBC Private Wealth Group, LLC | 24 | 24 | 0.00% | 0.05% | 0.19% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Polar Capital LLP | 20 | 1 | 0.04% | 0.52% | 1.40% | Q2 2013 | Q3 2020 | 24 |
SYNOVUS FINANCIAL CORP | 21 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 24 |
CASTLEARK MANAGEMENT LLC | 16 | 3 | 0.02% | 1.11% | 3.12% | Q4 2014 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.91% | 1.56% | 3.42% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 24 | 24 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
AFT, FORSYTH & COMPANY, INC. | 24 | 24 | 0.41% | 1.06% | 1.46% | Q4 2017 | Q3 2023 | 24 |
Veritable, L.P. | 24 | 24 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.02% | 0.08% | 0.22% | Q2 2013 | Q1 2019 | 24 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 24 | 24 | 0.14% | 0.46% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Fiera Capital Corp | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Employees Retirement System of Texas | 24 | 24 | 0.03% | 0.34% | 1.29% | Q3 2017 | Q2 2023 | 24 |
ASSOCIATED BANC-CORP | 24 | 24 | 0.14% | 0.98% | 1.67% | Q4 2017 | Q3 2023 | 24 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 24 | 24 | 0.05% | 0.27% | 0.58% | Q4 2017 | Q3 2023 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 24 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.02% | 0.05% | 0.21% | Q2 2014 | Q3 2023 | 24 |
COMMONWEALTH BANK OF AUSTRALIA | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2019 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.01% | 0.15% | 0.51% | Q2 2013 | Q1 2019 | 24 |
Pacer Advisors, Inc. | 16 | 8 | 0.00% | 0.06% | 0.14% | Q4 2015 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.79% | 1.52% | 2.04% | Q4 2017 | Q3 2023 | 24 |
Diversified Trust Co | 21 | 1 | 0.03% | 0.29% | 0.53% | Q2 2014 | Q4 2023 | 24 |
Man Group plc | 23 | 23 | 0.00% | 0.14% | 0.54% | Q1 2018 | Q3 2023 | 24 |
Affiance Financial, LLC | 24 | 24 | 0.14% | 0.27% | 0.39% | Q4 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
BOSTON FAMILY OFFICE LLC | 24 | 24 | 0.03% | 0.38% | 1.04% | Q4 2017 | Q3 2023 | 24 |
Artisan Partners Limited Partnership | 12 | 1 | 0.02% | 0.19% | 0.53% | Q2 2013 | Q2 2022 | 24 |
PEAPACK GLADSTONE FINANCIAL CORP | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
SouthState Corp | 23 | 23 | 0.38% | 0.85% | 1.20% | Q1 2018 | Q3 2023 | 23 |
BERKSHIRE CAPITAL HOLDINGS INC | 23 | 23 | 0.00% | 2.10% | 7.49% | Q1 2018 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 14 | 4 | 0.00% | 0.01% | 0.06% | Q1 2017 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 23 | 23 | 0.04% | 0.11% | 0.17% | Q1 2018 | Q3 2023 | 23 |
Zweig-DiMenna Associates LLC | 14 | 1 | 0.02% | 1.07% | 2.68% | Q2 2013 | Q3 2023 | 23 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.06% | 0.50% | Q3 2014 | Q3 2023 | 23 |
FIRST MANHATTAN CO. LLC. | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 16 | 1 | 0.01% | 0.06% | 0.17% | Q1 2017 | Q3 2023 | 23 |
FIRST AMERICAN TRUST, FSB | 23 | 23 | 0.35% | 0.60% | 1.13% | Q1 2018 | Q3 2023 | 23 |
Pendal Group Ltd | 23 | 23 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q4 2022 | 23 |
Kayak Investment Partners LLC | 23 | 23 | 3.64% | 5.24% | 10.97% | Q4 2016 | Q2 2022 | 23 |
Legacy Advisors, LLC | 23 | 23 | 0.27% | 0.55% | 0.99% | Q1 2018 | Q3 2023 | 23 |
D.B. Root & Company, LLC | 23 | 23 | 0.15% | 0.26% | 0.49% | Q1 2018 | Q3 2023 | 23 |
Sarasin & Partners LLP | 23 | 23 | 0.44% | 1.25% | 1.94% | Q1 2018 | Q3 2023 | 23 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 23 | 23 | 0.46% | 1.01% | 1.50% | Q1 2018 | Q3 2023 | 23 |
Kovack Advisors, Inc. | 21 | 21 | 0.00% | 0.36% | 0.60% | Q3 2018 | Q3 2023 | 23 |
CABOT WEALTH MANAGEMENT INC | 23 | 23 | 0.36% | 0.64% | 0.96% | Q1 2018 | Q3 2023 | 23 |
Sigma Planning Corp | 23 | 23 | 0.02% | 0.04% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Harvest Fund Management Co., Ltd | 23 | 23 | 0.01% | 1.29% | 4.25% | Q1 2018 | Q3 2023 | 23 |
Lenox Wealth Advisors, LLC | 18 | 5 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2022 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.07% | 0.21% | 0.30% | Q1 2018 | Q3 2023 | 23 |
MOODY LYNN & LIEBERSON, LLC | 19 | 4 | 0.06% | 0.96% | 1.55% | Q4 2017 | Q3 2023 | 23 |
LINCOLN NATIONAL CORP | 21 | 2 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.06% | 0.18% | 0.34% | Q1 2018 | Q3 2023 | 23 |
Redwood Investments, LLC | 23 | 23 | 0.15% | 0.26% | 0.53% | Q1 2018 | Q3 2023 | 23 |
VALLEY NATIONAL ADVISERS INC | 20 | 3 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 23 |
Nicholas Investment Partners, LP | 9 | 1 | 0.11% | 0.31% | 0.59% | Q1 2014 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
SeaTown Holdings Pte. Ltd. | 15 | 7 | 0.10% | 0.76% | 2.46% | Q1 2017 | Q3 2022 | 22 |
Institute for Wealth Management, LLC. | 20 | 1 | 0.06% | 0.25% | 0.36% | Q2 2017 | Q3 2023 | 22 |
ING GROEP NV | 15 | 1 | 0.02% | 0.10% | 0.22% | Q3 2013 | Q3 2023 | 22 |
Meridian Wealth Management, LLC | 22 | 22 | 0.08% | 0.23% | 0.48% | Q2 2018 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.09% | 0.23% | Q2 2018 | Q3 2023 | 22 |
GABELLI FUNDS LLC | 22 | 22 | 0.04% | 0.18% | 0.35% | Q2 2018 | Q3 2023 | 22 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
ACADIAN ASSET MANAGEMENT LLC | 21 | 1 | 0.00% | 0.02% | 0.09% | Q1 2016 | Q3 2023 | 22 |
LA FINANCIERE DE L'ECHIQUIER | 22 | 22 | 0.16% | 1.42% | 2.24% | Q2 2018 | Q3 2023 | 22 |
RATIONAL ADVISORS LLC | 15 | 7 | 0.00% | 0.29% | 1.39% | Q1 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.09% | 0.29% | Q2 2018 | Q3 2023 | 22 |
SEGALL BRYANT & HAMILL, LLC | 17 | 5 | 0.01% | 0.34% | 0.61% | Q1 2018 | Q3 2023 | 22 |
CLOUGH CAPITAL PARTNERS L P | 11 | 1 | 0.06% | 0.89% | 2.38% | Q4 2015 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 15 | 7 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 22 |
BRAUN STACEY ASSOCIATES INC | 18 | 4 | 0.24% | 1.18% | 1.67% | Q1 2018 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 15 | 1 | 0.03% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 22 |
Valeo Financial Advisors, LLC | 14 | 3 | 0.00% | 0.03% | 0.14% | Q4 2017 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Trexquant Investment LP | 7 | 1 | 0.03% | 0.19% | 0.51% | Q1 2015 | Q1 2023 | 22 |
Hartford Financial Management Inc. | 12 | 10 | 0.00% | 0.05% | 0.12% | Q1 2017 | Q3 2023 | 22 |
ALPS ADVISORS INC | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GAMCO INVESTORS, INC. ET AL | 22 | 22 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Parkwood LLC | 21 | 21 | 0.08% | 0.90% | 3.18% | Q3 2018 | Q3 2023 | 22 |
MOORE CAPITAL MANAGEMENT, LP | 13 | 1 | 0.09% | 0.50% | 1.18% | Q1 2015 | Q3 2023 | 22 |
Calamos Wealth Management LLC | 15 | 7 | 0.03% | 0.23% | 0.73% | Q3 2013 | Q3 2023 | 22 |
Sandy Spring Bank | 21 | 1 | 0.00% | 0.03% | 0.15% | Q4 2014 | Q3 2023 | 22 |
Private Advisor Group, LLC | 22 | 22 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
RWA WEALTH PARTNERS, LLC | 21 | 1 | 0.02% | 0.13% | 0.23% | Q1 2018 | Q3 2023 | 22 |
WEST PACES ADVISORS INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q2 2023 | 22 |
QS Investors, LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2021 | 22 |
RGM Capital, LLC | 21 | 21 | 3.72% | 5.87% | 7.48% | Q3 2018 | Q3 2023 | 21 |
VISTA EQUITY PARTNERS MANAGEMENT, LLC | 19 | 2 | 0.26% | 0.95% | 3.84% | Q4 2016 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.02% | 0.08% | 0.14% | Q3 2018 | Q3 2023 | 21 |
AEGON ASSET MANAGEMENT UK PLC | 21 | 21 | 0.22% | 1.43% | 2.83% | Q2 2018 | Q2 2023 | 21 |
Archon Partners LLC | 21 | 21 | 0.12% | 1.35% | 1.82% | Q3 2018 | Q3 2023 | 21 |
Gryphon Financial Partners LLC | 21 | 21 | 0.06% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
Lone Pine Capital | 21 | 21 | 1.74% | 3.33% | 6.56% | Q2 2017 | Q2 2022 | 21 |
Achmea Investment Management B.V. | 11 | 1 | 0.02% | 0.19% | 0.38% | Q1 2017 | Q3 2023 | 21 |
Strategic Advisors LLC | 21 | 21 | 0.08% | 0.17% | 0.25% | Q3 2018 | Q3 2023 | 21 |
Alkeon Capital Management | 12 | 6 | 0.02% | 0.50% | 1.36% | Q2 2013 | Q4 2021 | 21 |
Migdal Insurance & Financial Holdings Ltd. | 21 | 21 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 12 | 3 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 21 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 0.37% | 0.72% | Q2 2018 | Q3 2023 | 21 |
Ledyard National Bank | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2018 | 21 |
West Oak Capital, LLC | 21 | 21 | 0.01% | 0.13% | 0.26% | Q3 2018 | Q3 2023 | 21 |
Melvin Capital Management LP | 18 | 18 | 0.26% | 1.81% | 4.29% | Q4 2017 | Q1 2022 | 21 |
Ardevora Asset Management LLP | 10 | 2 | 0.00% | 0.92% | 1.96% | Q4 2014 | Q3 2023 | 21 |
Capital International Investors | 21 | 21 | 0.16% | 0.40% | 0.57% | Q3 2018 | Q3 2023 | 21 |
Financial Advocates Investment Management | 21 | 21 | 0.02% | 0.05% | 0.07% | Q3 2018 | Q3 2023 | 21 |
Mizuho Markets Cayman LP | 8 | 2 | 0.00% | 0.30% | 0.85% | Q1 2020 | Q3 2023 | 21 |
Consolidated Investment Group LLC | 15 | 6 | 0.44% | 1.20% | 2.12% | Q3 2013 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 15 | 6 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 21 |
MONETARY MANAGEMENT GROUP INC | 21 | 21 | 0.19% | 0.46% | 0.74% | Q3 2018 | Q3 2023 | 21 |
BOKF, NA | 9 | 2 | 0.01% | 0.08% | 0.23% | Q2 2017 | Q3 2023 | 21 |
DUPONT CAPITAL MANAGEMENT CORP | 12 | 9 | 0.01% | 0.08% | 0.82% | Q1 2018 | Q3 2023 | 21 |
BBVA USA Bancshares, Inc. | 15 | 6 | 0.02% | 0.04% | 0.09% | Q4 2015 | Q1 2021 | 21 |
Barrett Asset Management, LLC | 20 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q1 2022 | 21 |
CI INVESTMENTS INC. | 20 | 1 | 0.01% | 0.39% | 0.86% | Q1 2014 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 21 |
Anchor Investment Management, LLC | 18 | 18 | 0.00% | 0.03% | 0.12% | Q3 2019 | Q4 2023 | 21 |
Rehmann Capital Advisory Group | 15 | 6 | 0.02% | 0.06% | 0.08% | Q1 2018 | Q3 2023 | 21 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.03% | 0.20% | 0.68% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.13% | 0.27% | Q3 2018 | Q3 2023 | 21 |
Broadleaf Partners, LLC | 21 | 21 | 1.29% | 2.39% | 3.32% | Q3 2018 | Q3 2023 | 21 |
WAFRA INC. | 18 | 3 | 0.04% | 1.40% | 2.58% | Q3 2015 | Q3 2023 | 21 |
STEVENS CAPITAL MANAGEMENT LP | 4 | 1 | 0.01% | 0.25% | 1.60% | Q2 2013 | Q2 2023 | 21 |
Avantax Planning Partners, Inc. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 21 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 1 | 0.00% | 0.17% | 0.42% | Q1 2017 | Q3 2023 | 21 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.04% | 0.29% | Q4 2018 | Q3 2023 | 21 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.21% | 1.31% | Q2 2014 | Q3 2023 | 20 |
Clarius Group, LLC | 16 | 4 | 0.06% | 0.12% | 0.16% | Q2 2017 | Q3 2023 | 20 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 12 | 4 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q2 2021 | 20 |
Sequoia Financial Advisors, LLC | 20 | 20 | 0.22% | 0.34% | 0.51% | Q4 2018 | Q3 2023 | 20 |
ALLSTATE CORP | 20 | 20 | 0.02% | 0.06% | 0.23% | Q4 2018 | Q3 2023 | 20 |
British Airways Pensions Investment Management Ltd | 16 | 4 | 0.29% | 0.56% | 0.78% | Q1 2015 | Q1 2021 | 20 |
NewEdge Advisors, LLC | 19 | 1 | 0.04% | 0.09% | 0.19% | Q3 2018 | Q3 2023 | 20 |
Snowden Capital Advisors LLC | 12 | 8 | 0.03% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 19 | 1 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 20 |
SCOTIA CAPITAL INC. | 19 | 1 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Taylor Hoffman Wealth Management | 20 | 20 | 0.40% | 0.54% | 0.72% | Q4 2018 | Q3 2023 | 20 |
RiverPark Advisors, LLC | 20 | 20 | 0.82% | 1.72% | 2.29% | Q4 2018 | Q3 2023 | 20 |
Gradient Investments LLC | 18 | 1 | 0.00% | 0.21% | 0.42% | Q4 2017 | Q3 2023 | 20 |
SUMITOMO LIFE INSURANCE CO | 15 | 5 | 0.09% | 0.15% | 0.25% | Q3 2015 | Q3 2023 | 20 |
Bayesian Capital Management, LP | 4 | 1 | 0.13% | 0.31% | 0.55% | Q2 2016 | Q3 2023 | 20 |
QVR LLC | 4 | 3 | 0.00% | 0.07% | 0.22% | Q1 2021 | Q4 2022 | 20 |
Growth Interface Management LLC | 20 | 20 | 0.23% | 8.90% | 14.44% | Q4 2018 | Q3 2023 | 20 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 16 | 4 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 9 | 3 | 0.04% | 0.49% | 1.19% | Q4 2017 | Q3 2023 | 20 |
Versor Investments LP | 10 | 2 | 0.01% | 0.09% | 0.44% | Q1 2018 | Q3 2023 | 20 |
BESSEMER SECURITIES LLC | 20 | 20 | 0.19% | 0.45% | 0.68% | Q4 2018 | Q3 2023 | 20 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q4 2022 | 20 |
Chesapeake Wealth Management | 18 | 2 | 0.09% | 0.20% | 0.46% | Q1 2018 | Q2 2023 | 20 |
Crestwood Capital Management, L.P. | 20 | 20 | 1.32% | 5.23% | 6.78% | Q4 2015 | Q3 2020 | 20 |
Cannell & Co. | 20 | 20 | 0.02% | 0.54% | 1.42% | Q4 2018 | Q3 2023 | 20 |
Eisler Capital (UK) Ltd. | 5 | 5 | 0.02% | 0.44% | 2.05% | Q1 2021 | Q3 2023 | 20 |
RIVERPARK CAPITAL MANAGEMENT LLC | 20 | 20 | 1.58% | 2.49% | 3.59% | Q4 2018 | Q3 2023 | 20 |
Kinneret Advisory, LLC | 20 | 20 | 0.09% | 0.19% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Railway Pension Investments Ltd | 20 | 20 | 0.16% | 1.39% | 2.04% | Q4 2018 | Q3 2023 | 20 |
Caprock Group, LLC | 16 | 2 | 0.04% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 20 |
GW&K Investment Management, LLC | 16 | 4 | 0.00% | 0.14% | 0.29% | Q3 2018 | Q3 2023 | 20 |
Grassi Investment Management | 20 | 20 | 0.72% | 1.40% | 1.79% | Q4 2018 | Q3 2023 | 20 |
Exchange Capital Management, Inc. | 20 | 20 | 0.36% | 1.25% | 1.79% | Q4 2018 | Q3 2023 | 20 |
Vident Investment Advisory, LLC | 16 | 2 | 0.04% | 0.61% | 1.11% | Q1 2015 | Q2 2023 | 20 |
Central Asset Investments & Management Holdings (HK) Ltd | 10 | 3 | 0.04% | 1.81% | 7.42% | Q1 2018 | Q3 2023 | 20 |
Avondale Wealth Management | 20 | 20 | 0.01% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Champlain Investment Partners, LLC | 20 | 20 | 0.00% | 0.58% | 1.91% | Q4 2018 | Q3 2023 | 20 |
Jackson Square Partners, LLC | 16 | 4 | 0.00% | 1.30% | 3.25% | Q4 2017 | Q3 2023 | 20 |
FIRST FOUNDATION ADVISORS | 13 | 7 | 0.02% | 0.08% | 0.19% | Q2 2017 | Q3 2023 | 20 |
Balentine LLC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 20 |
Allred Capital Management, LLC | 20 | 20 | 0.15% | 0.33% | 0.59% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 20 |
AXIOM INVESTORS LLC /DE | 20 | 20 | 0.98% | 3.19% | 6.12% | Q4 2018 | Q3 2023 | 20 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 18 | 1 | 0.01% | 0.18% | 0.26% | Q2 2016 | Q3 2023 | 20 |
Redpoint Investment Management Pty Ltd | 20 | 20 | 0.04% | 0.21% | 0.31% | Q4 2017 | Q3 2022 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 16 | 3 | 0.08% | 0.47% | 1.41% | Q2 2018 | Q3 2023 | 19 |
PRIVATE TRUST CO NA | 14 | 5 | 0.00% | 0.04% | 0.16% | Q3 2013 | Q3 2023 | 19 |
Night Owl Capital Management, LLC | 19 | 19 | 2.58% | 4.89% | 7.57% | Q4 2017 | Q2 2022 | 19 |
BP PLC | 19 | 19 | 0.06% | 0.22% | 1.12% | Q4 2016 | Q2 2021 | 19 |
Principal Street Partners, LLC | 19 | 19 | 0.13% | 0.33% | 0.79% | Q1 2019 | Q3 2023 | 19 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 19 |
Belpointe Asset Management LLC | 19 | 19 | 0.03% | 0.09% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Varma Mutual Pension Insurance Co | 8 | 4 | 0.04% | 0.31% | 0.84% | Q1 2018 | Q3 2023 | 19 |
Douglass Winthrop Advisors, LLC | 16 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 19 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.13% | 0.20% | Q1 2019 | Q3 2023 | 19 |
STEADFAST CAPITAL MANAGEMENT LP | 9 | 5 | 0.02% | 1.13% | 2.78% | Q3 2014 | Q4 2021 | 19 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.03% | 0.11% | Q4 2013 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 1 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q3 2023 | 19 |
MetLife Investment Management, LLC | 16 | 3 | 0.00% | 0.19% | 0.26% | Q3 2018 | Q3 2023 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.00% | 0.16% | 0.20% | Q1 2017 | Q3 2023 | 19 |
MML INVESTORS SERVICES, LLC | 19 | 19 | 0.01% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 19 |
LYELL WEALTH MANAGEMENT, LP | 19 | 19 | 0.82% | 1.72% | 2.08% | Q1 2019 | Q3 2023 | 19 |
Avestar Capital, LLC | 6 | 2 | 0.00% | 0.09% | 0.52% | Q1 2018 | Q3 2023 | 19 |
American Portfolios Advisors | 18 | 1 | 0.00% | 0.03% | 0.12% | Q4 2017 | Q3 2022 | 19 |
CRITERION CAPITAL MANAGEMENT LLC | 17 | 1 | 0.65% | 5.95% | 7.93% | Q2 2013 | Q3 2018 | 19 |
FIRST QUADRANT LLC/CA | 19 | 19 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q4 2021 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q3 2023 | 19 |
Nan Shan Life Insurance Co., Ltd. | 17 | 2 | 0.45% | 2.11% | 3.81% | Q4 2018 | Q3 2023 | 19 |
Allworth Financial LP | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
FIDUCIARY TRUST CO | 14 | 1 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 19 |
Carmichael Hill & Associates, Inc. | 12 | 12 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 19 |
SSI INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 19 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 19 | 19 | 0.06% | 1.01% | 1.43% | Q1 2019 | Q3 2023 | 19 |
Voya Financial Advisors, Inc. | 19 | 19 | 0.03% | 0.15% | 0.28% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 17 | 2 | 0.00% | 0.28% | 0.49% | Q3 2018 | Q3 2023 | 19 |
Cerity Partners LLC | 16 | 3 | 0.02% | 0.07% | 0.14% | Q3 2018 | Q3 2023 | 19 |
Knuff & Co LLC | 19 | 19 | 0.03% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 19 |
MAI Capital Management | 17 | 17 | 0.02% | 0.09% | 0.13% | Q3 2019 | Q3 2023 | 19 |
OAK RIDGE INVESTMENTS LLC | 19 | 19 | 0.02% | 0.48% | 0.71% | Q1 2019 | Q3 2023 | 19 |
MUFG Securities EMEA plc | 8 | 6 | 0.00% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 19 |
MARSICO CAPITAL MANAGEMENT LLC | 19 | 19 | 0.19% | 2.61% | 5.50% | Q1 2019 | Q3 2023 | 19 |
NEXT Financial Group, Inc | 14 | 1 | 0.00% | 0.06% | 0.19% | Q3 2014 | Q4 2021 | 19 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 19 |
Capital Investment Services of America, Inc. | 19 | 19 | 1.95% | 2.64% | 3.05% | Q1 2019 | Q3 2023 | 19 |
Gotham Asset Management, LLC | 16 | 1 | 0.01% | 0.26% | 0.47% | Q3 2018 | Q3 2023 | 19 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2022 | 19 |
SWS Partners | 11 | 2 | 0.20% | 0.95% | 1.92% | Q2 2018 | Q3 2023 | 19 |
DOCK STREET ASSET MANAGEMENT INC | 19 | 19 | 0.12% | 0.62% | 1.71% | Q1 2019 | Q3 2023 | 19 |
DAVENPORT & Co LLC | 19 | 19 | 0.01% | 0.24% | 0.56% | Q1 2019 | Q3 2023 | 19 |
Holistic Financial Partners | 17 | 2 | 0.10% | 0.22% | 0.30% | Q4 2017 | Q3 2023 | 19 |
Dragoneer Investment Group | 19 | 19 | 1.55% | 6.01% | 10.64% | Q1 2016 | Q3 2020 | 19 |
OPTIMUM INVESTMENT ADVISORS | 17 | 1 | 0.00% | 0.07% | 0.26% | Q2 2018 | Q1 2023 | 18 |
Marshall Wace North America L.P. | 17 | 1 | 0.00% | 0.22% | 0.73% | Q1 2017 | Q3 2021 | 18 |
Sunbelt Securities, Inc. | 18 | 18 | 0.02% | 0.27% | 0.42% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER & CO INC | 15 | 1 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 18 |
Clearstead Trust, LLC | 18 | 18 | 0.01% | 1.51% | 2.79% | Q2 2019 | Q3 2023 | 18 |
Cavalier Investments, LLC | 18 | 18 | 0.20% | 0.57% | 1.02% | Q3 2018 | Q4 2022 | 18 |
WBH ADVISORY INC | 15 | 3 | 0.05% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 15 | 1 | 0.00% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 18 |
CNB Bank | 18 | 18 | 0.02% | 0.42% | 0.70% | Q2 2019 | Q3 2023 | 18 |
Capital Investment Advisory Services, LLC | 14 | 4 | 0.00% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 18 |
Capital International, Inc./CA/ | 18 | 18 | 0.48% | 0.75% | 0.98% | Q2 2019 | Q3 2023 | 18 |
Gemmer Asset Management LLC | 17 | 1 | 0.04% | 1.52% | 2.18% | Q3 2017 | Q3 2023 | 18 |
SCHOLTZ & COMPANY, LLC | 18 | 18 | 1.09% | 2.00% | 3.18% | Q2 2019 | Q3 2023 | 18 |
BI Asset Management Fondsmaeglerselskab A/S | 18 | 18 | 0.01% | 0.16% | 0.45% | Q2 2019 | Q3 2023 | 18 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 16 | 2 | 0.01% | 0.08% | 0.12% | Q3 2017 | Q3 2023 | 18 |
WEDBUSH SECURITIES INC | 18 | 18 | 0.02% | 0.10% | 0.17% | Q2 2019 | Q3 2023 | 18 |
OSSIAM | 18 | 18 | 0.00% | 0.34% | 0.76% | Q2 2019 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2017 | 18 |
TELEMUS CAPITAL, LLC | 14 | 4 | 0.03% | 0.10% | 0.20% | Q2 2017 | Q3 2023 | 18 |
Dana Investment Advisors, Inc. | 11 | 7 | 0.01% | 0.11% | 0.34% | Q2 2018 | Q3 2023 | 18 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 2 | 0.00% | 0.02% | 0.11% | Q4 2015 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 15 | 3 | 0.04% | 0.24% | 0.46% | Q1 2019 | Q3 2023 | 18 |
CAMBRIDGE TRUST CO | 18 | 18 | 0.01% | 0.55% | 0.89% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HARDING LOEVNER LP | 17 | 1 | 0.00% | 0.22% | 1.03% | Q4 2018 | Q3 2023 | 18 |
CIBC WORLD MARKETS CORP | 16 | 1 | 0.02% | 0.11% | 0.23% | Q3 2015 | Q3 2023 | 18 |
Ratan Capital Management LP | 18 | 18 | 0.93% | 3.19% | 10.57% | Q2 2019 | Q3 2023 | 18 |
Aristotle Atlantic Partners, LLC | 18 | 18 | 0.03% | 1.02% | 2.48% | Q2 2019 | Q3 2023 | 18 |
Renaissance Technologies | 9 | 1 | 0.01% | 0.12% | 0.42% | Q4 2013 | Q1 2021 | 18 |
PITTENGER & ANDERSON INC | 18 | 18 | 0.16% | 0.68% | 0.90% | Q2 2019 | Q3 2023 | 18 |
Abbrea Capital, LLC | 12 | 6 | 0.06% | 0.10% | 0.15% | Q1 2019 | Q3 2023 | 18 |
Kingfisher Capital LLC | 13 | 5 | 0.06% | 0.51% | 0.92% | Q4 2017 | Q3 2023 | 18 |
KING LUTHER CAPITAL MANAGEMENT CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Quantbot Technologies LP | 6 | 1 | 0.01% | 0.21% | 0.52% | Q2 2013 | Q3 2023 | 18 |
PICTON MAHONEY ASSET MANAGEMENT | 18 | 18 | 0.06% | 0.73% | 1.18% | Q2 2019 | Q3 2023 | 18 |
ADVENT INTERNATIONAL, L.P. | 18 | 18 | 0.01% | 1.61% | 5.91% | Q2 2019 | Q3 2023 | 18 |
TIAA, FSB | 15 | 3 | 0.00% | 0.06% | 0.09% | Q4 2018 | Q2 2023 | 18 |
Capital Bank & Trust Co | 17 | 17 | 0.02% | 0.35% | 1.03% | Q2 2017 | Q2 2021 | 17 |
Assenagon Asset Management S.A. | 17 | 17 | 0.02% | 0.30% | 1.26% | Q3 2019 | Q3 2023 | 17 |
OLD NATIONAL BANCORP /IN/ | 12 | 5 | 0.01% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 17 |
CLEARBRIDGE, LLC | 14 | 3 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q4 2018 | 17 |
Ellevest, Inc. | 17 | 17 | 0.00% | 0.03% | 0.07% | Q3 2019 | Q3 2023 | 17 |
CAHILL FINANCIAL ADVISORS INC | 14 | 3 | 0.04% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 17 |
9258 Wealth Management, LLC | 16 | 1 | 0.06% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 17 |
TURNER INVESTMENTS LLC | 17 | 17 | 0.10% | 0.87% | 1.87% | Q2 2013 | Q2 2017 | 17 |
AE Wealth Management LLC | 15 | 2 | 0.01% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 17 |
BAILARD, INC. | 17 | 17 | 0.05% | 0.23% | 0.35% | Q3 2019 | Q3 2023 | 17 |
CITIZENS FINANCIAL GROUP INC/RI | 12 | 5 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 17 | 17 | 0.02% | 0.21% | 0.56% | Q3 2019 | Q3 2023 | 17 |
NATIXIS | 5 | 3 | 0.02% | 0.17% | 0.44% | Q3 2018 | Q3 2023 | 17 |
INTACT INVESTMENT MANAGEMENT INC. | 17 | 17 | 0.01% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.15% | 0.18% | 0.23% | Q3 2019 | Q3 2023 | 17 |
Oribel Capital Management, LP | 4 | 1 | 0.14% | 0.88% | 1.85% | Q4 2016 | Q2 2023 | 17 |
Inspire Investing, LLC | 17 | 17 | 0.10% | 0.85% | 1.89% | Q3 2019 | Q3 2023 | 17 |
Private Ocean, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Quadrature Capital Ltd | 6 | 1 | 0.03% | 0.56% | 1.50% | Q1 2016 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 17 | 17 | 0.00% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Oak Grove Capital LLC | 17 | 17 | 0.27% | 1.22% | 3.12% | Q3 2019 | Q3 2023 | 17 |
HBK Sorce Advisory LLC | 12 | 5 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.02% | 0.16% | 0.29% | Q4 2018 | Q4 2022 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.05% | 0.20% | Q2 2018 | Q2 2022 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 17 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.05% | 0.17% | Q3 2016 | Q3 2023 | 17 |
Claraphi Advisory Network, LLC | 17 | 17 | 0.10% | 0.19% | 0.37% | Q2 2018 | Q2 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Summit Trail Advisors, LLC | 16 | 1 | 0.01% | 0.16% | 0.43% | Q4 2017 | Q3 2023 | 17 |
Chevy Chase Trust Holdings, LLC | 16 | 1 | 0.00% | 0.22% | 0.28% | Q2 2018 | Q3 2023 | 17 |
Atria Investments, Inc | 16 | 1 | 0.01% | 0.15% | 0.28% | Q1 2019 | Q3 2023 | 17 |
State of Tennessee, Treasury Department | 16 | 1 | 0.02% | 0.14% | 0.26% | Q1 2015 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.01% | 0.21% | 0.70% | Q4 2019 | Q4 2023 | 17 |
Motley Fool Asset Management LLC | 15 | 2 | 0.10% | 0.18% | 0.27% | Q2 2019 | Q3 2023 | 17 |
GREAT VALLEY ADVISOR GROUP, INC. | 14 | 3 | 0.03% | 0.05% | 0.15% | Q2 2019 | Q3 2023 | 17 |
MayTech Global Investments, LLC | 17 | 17 | 2.61% | 3.94% | 5.84% | Q3 2019 | Q3 2023 | 17 |
AGF INVESTMENTS INC. | 13 | 4 | 0.00% | 0.36% | 1.08% | Q1 2015 | Q4 2021 | 17 |
Capital International Sarl | 17 | 17 | 0.23% | 0.48% | 0.65% | Q3 2019 | Q3 2023 | 17 |
Nelson Capital Management, LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2019 | 17 |
QCI ASSET MANAGEMENT INC/NY | 16 | 1 | 0.00% | 1.33% | 1.73% | Q1 2017 | Q3 2021 | 17 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 17 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.04% | 0.07% | 0.09% | Q1 2016 | Q3 2023 | 17 |
CHEMUNG CANAL TRUST CO | 14 | 3 | 0.04% | 0.34% | 1.42% | Q3 2019 | Q4 2023 | 17 |
Larson Financial Group LLC | 14 | 3 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 1 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 16 |
Grove Bank & Trust | 15 | 1 | 0.01% | 0.26% | 0.54% | Q2 2017 | Q3 2023 | 16 |
BALDWIN BROTHERS LLC/MA | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2023 | 16 |
Western Wealth Management, LLC | 9 | 3 | 0.01% | 0.08% | 0.19% | Q2 2019 | Q3 2023 | 16 |
FAIRFIELD, BUSH & CO. | 16 | 16 | 0.12% | 0.28% | 0.66% | Q4 2019 | Q3 2023 | 16 |
RIVERBRIDGE PARTNERS LLC | 16 | 16 | 0.51% | 0.77% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Louisiana State Employees Retirement System | 16 | 16 | 0.13% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Capital World Investors | 16 | 16 | 0.02% | 0.34% | 0.63% | Q2 2017 | Q1 2021 | 16 |
DSC Advisors, L.P. | 10 | 2 | 0.03% | 0.21% | 0.41% | Q2 2018 | Q3 2022 | 16 |
Rafferty Asset Management, LLC | 16 | 16 | 0.01% | 0.13% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Intellectus Partners, LLC | 16 | 16 | 0.16% | 0.31% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.05% | 0.19% | Q4 2019 | Q3 2023 | 16 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 16 | 16 | 0.03% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 16 | 16 | 0.16% | 0.34% | 0.47% | Q4 2019 | Q3 2023 | 16 |
PIN OAK INVESTMENT ADVISORS INC | 16 | 16 | 0.07% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Retirement Systems of Alabama | 16 | 16 | 0.10% | 0.15% | 0.19% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.36% | 0.53% | 0.95% | Q4 2019 | Q3 2023 | 16 |
Bell Bank | 16 | 16 | 0.10% | 0.15% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Kentucky Retirement Systems Insurance Trust Fund | 16 | 16 | 0.20% | 0.29% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.08% | 0.19% | 0.41% | Q4 2019 | Q3 2023 | 16 |
BDO Wealth Advisors, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 16 |
SEVEN EIGHT CAPITAL, LP | 7 | 1 | 0.02% | 0.30% | 1.32% | Q4 2015 | Q3 2023 | 16 |
MEANS INVESTMENT CO., INC. | 16 | 16 | 0.07% | 0.26% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.34% | 0.55% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.21% | 0.31% | 0.46% | Q4 2017 | Q3 2021 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2017 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 16 | 16 | 0.06% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
SENTRY INVESTMENT MANAGEMENT LLC | 16 | 16 | 0.19% | 0.31% | 0.52% | Q4 2019 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 16 | 16 | 0.41% | 0.83% | 1.08% | Q4 2019 | Q3 2023 | 16 |
Emerson Point Capital LP | 16 | 16 | 0.35% | 4.32% | 8.30% | Q1 2019 | Q4 2022 | 16 |
CONNING INC. | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
JUPITER ASSET MANAGEMENT LTD | 15 | 1 | 0.02% | 0.29% | 0.70% | Q1 2019 | Q3 2023 | 16 |
Lombard Odier Asset Management (Switzerland) SA | 5 | 1 | 0.01% | 0.16% | 1.13% | Q2 2014 | Q1 2023 | 16 |
Kentucky Retirement Systems | 16 | 16 | 0.20% | 0.29% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Mutual Advisors, LLC | 16 | 16 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
PARK AVENUE SECURITIES LLC | 16 | 16 | 0.01% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Ballentine Partners, LLC | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Beaumont Asset Management, L.L.C. | 16 | 16 | 1.72% | 2.28% | 2.97% | Q4 2019 | Q3 2023 | 16 |
CAPITAL INTERNATIONAL LTD /CA/ | 15 | 1 | 0.52% | 0.70% | 1.39% | Q2 2018 | Q3 2023 | 16 |
Sargent Bickham Lagudis LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2022 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.09% | 0.42% | 0.65% | Q4 2019 | Q3 2023 | 16 |
TEXAS PERMANENT SCHOOL FUND CORP | 16 | 16 | 0.14% | 0.20% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Laurel Wealth Advisors LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
ETRADE Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2020 | 16 |
GUARDIAN CAPITAL LP | 14 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
EVERENCE CAPITAL MANAGEMENT INC | 16 | 16 | 0.13% | 0.22% | 0.33% | Q4 2019 | Q3 2023 | 16 |
A.R.T. Advisors, LLC | 3 | 1 | 0.05% | 0.15% | 0.48% | Q3 2013 | Q3 2019 | 16 |
Ameritas Investment Partners, Inc. | 16 | 16 | 0.04% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
FARMERS & MERCHANTS INVESTMENTS INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Vestcor Inc | 16 | 16 | 0.04% | 0.11% | 0.22% | Q4 2019 | Q3 2023 | 16 |
EVERGREEN CAPITAL MANAGEMENT LLC | 10 | 6 | 0.01% | 0.05% | 0.27% | Q2 2019 | Q3 2023 | 16 |
Fieldpoint Private Securities, LLC | 16 | 16 | 0.00% | 0.08% | 0.20% | Q3 2018 | Q2 2022 | 16 |
Capital Square, LLC | 16 | 16 | 0.33% | 0.45% | 0.59% | Q4 2019 | Q3 2023 | 16 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.02% | 0.09% | 0.29% | Q1 2014 | Q3 2023 | 16 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.01% | 0.08% | 0.18% | Q1 2014 | Q1 2023 | 16 |
Insight Wealth Strategies, LLC | 16 | 16 | 0.12% | 0.21% | 0.26% | Q4 2018 | Q3 2022 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 2 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2021 | 16 |
GFG Capital, LLC | 16 | 16 | 0.08% | 0.27% | 0.38% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.03% | 0.13% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Symmetry Partners, LLC | 11 | 1 | 0.01% | 0.04% | 0.13% | Q1 2019 | Q4 2023 | 16 |
SECURIAN ASSET MANAGEMENT, INC | 16 | 16 | 0.12% | 0.20% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Paragon Advisors, LLC | 16 | 16 | 0.22% | 0.86% | 2.10% | Q4 2019 | Q3 2023 | 16 |
WRAPMANAGER INC | 16 | 16 | 0.13% | 0.35% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FinTrust Capital Advisors, LLC | 14 | 2 | 0.00% | 0.02% | 0.12% | Q4 2018 | Q3 2023 | 16 |
Williams Jones Wealth Management, LLC. | 15 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 16 | 16 | 0.17% | 0.24% | 0.29% | Q4 2019 | Q3 2023 | 16 |
EQUITABLE TRUST CO | 16 | 16 | 0.23% | 0.41% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Polen Capital Management | 16 | 16 | 2.16% | 4.17% | 5.87% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 2.74% | 3.82% | 5.37% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.08% | 0.16% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Verde Servicos Internacionais S.A. | 6 | 1 | 0.14% | 2.32% | 5.56% | Q2 2017 | Q1 2023 | 16 |
FIL Ltd | 12 | 4 | 0.00% | 0.08% | 0.34% | Q2 2018 | Q4 2022 | 16 |
Morse Asset Management, Inc | 16 | 16 | 0.15% | 0.31% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Front Row Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 16 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 16 | 16 | 0.15% | 0.25% | 0.30% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 16 |
GREENLEAF TRUST | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
LOOMIS SAYLES & CO L P | 13 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.10% | 0.18% | 0.26% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Simplicity Solutions, LLC | 12 | 4 | 0.00% | 0.07% | 0.17% | Q3 2018 | Q3 2023 | 16 |
RMB Capital Management, LLC | 9 | 3 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Norinchukin Bank, The | 16 | 16 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.11% | 0.21% | 0.38% | Q4 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q1 2017 | 16 |
I.G. INVESTMENT MANAGEMENT, LTD. | 10 | 6 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q3 2017 | 16 |
Tidal Investments LLC | 16 | 16 | 0.09% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 16 | 16 | 0.11% | 0.25% | 0.37% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 16 |
1623 Capital LLC | 16 | 16 | 3.52% | 4.24% | 4.97% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.15% | 0.28% | 0.36% | Q4 2019 | Q3 2023 | 16 |
SCOUT INVESTMENTS, INC. | 16 | 16 | 0.22% | 0.61% | 1.89% | Q1 2017 | Q4 2020 | 16 |
Optas, LLC | 15 | 15 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
BANK HAPOALIM BM | 15 | 15 | 0.07% | 0.39% | 0.74% | Q1 2020 | Q3 2023 | 15 |
Kingsview Wealth Management, LLC | 8 | 6 | 0.00% | 0.09% | 0.22% | Q1 2020 | Q3 2023 | 15 |
Corient Capital Partners, LLC | 15 | 15 | 0.05% | 0.17% | 0.33% | Q1 2019 | Q3 2022 | 15 |
Westwind Capital | 15 | 15 | 0.01% | 5.17% | 7.15% | Q3 2019 | Q1 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 15 |
Trust Asset Management LLC | 14 | 1 | 0.02% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 15 |
Avior Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SG3 Management, LLC | 4 | 1 | 0.00% | 0.22% | 0.98% | Q4 2016 | Q4 2021 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2016 | 15 |
MAGEE THOMSON INVESTMENT PARTNERS LLC | 15 | 15 | 2.02% | 3.73% | 5.74% | Q3 2013 | Q1 2017 | 15 |
Avalon Investment & Advisory | 14 | 1 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q1 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.07% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 15 | 15 | 0.18% | 0.89% | 1.56% | Q1 2020 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Meridian Wealth Advisors, LLC | 14 | 1 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 15 |
Wealthfront Advisers LLC | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
DOLIVER ADVISORS, LP | 15 | 15 | 0.38% | 0.53% | 0.73% | Q2 2020 | Q4 2023 | 15 |
BANQUE PICTET & CIE SA | 13 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 15 |
FCF Advisors LLC | 15 | 15 | 0.67% | 1.00% | 1.28% | Q2 2020 | Q4 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.23% | 0.57% | 0.80% | Q4 2019 | Q3 2023 | 15 |
Geneos Wealth Management Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Beacon Pointe Advisors, LLC | 15 | 15 | 0.04% | 0.08% | 0.28% | Q1 2020 | Q3 2023 | 15 |
Independent Advisor Alliance | 12 | 3 | 0.01% | 0.09% | 0.14% | Q4 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Dakota Wealth Management | 15 | 15 | 0.06% | 0.15% | 0.49% | Q1 2020 | Q3 2023 | 15 |
Rock Creek Group, LP | 9 | 6 | 0.00% | 0.19% | 0.87% | Q3 2018 | Q1 2023 | 15 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.09% | 0.24% | 0.38% | Q4 2018 | Q3 2023 | 15 |
AdvisorNet Financial, Inc | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
ATWOOD & PALMER INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 15 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.01% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 15 |
DOWLING & YAHNKE LLC | 14 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q3 2022 | 15 |
WEBSTER BANK, N. A. | 15 | 15 | 0.01% | 0.25% | 0.37% | Q1 2020 | Q3 2023 | 15 |
Wealth Alliance | 15 | 15 | 0.05% | 0.12% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Keudell/Morrison Wealth Management | 15 | 15 | 0.08% | 0.22% | 0.39% | Q1 2020 | Q3 2023 | 15 |
GREAT LAKES ADVISORS, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 15 |
Handelsbanken Fonder AB | 14 | 1 | 0.01% | 0.14% | 0.19% | Q4 2015 | Q3 2023 | 15 |
RENAISSANCE GROUP LLC | 15 | 15 | 1.08% | 1.30% | 1.50% | Q1 2020 | Q3 2023 | 15 |
North Star Investment Management Corp. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 15 |
AlphaCrest Capital Management LLC | 15 | 15 | 0.02% | 0.15% | 0.37% | Q1 2019 | Q3 2022 | 15 |
Winfield Associates, Inc. | 8 | 7 | 0.00% | 0.17% | 0.45% | Q2 2016 | Q1 2022 | 15 |
Hyperion Asset Management Ltd | 15 | 15 | 1.63% | 8.02% | 13.62% | Q1 2020 | Q3 2023 | 15 |
WALL STREET ASSOCIATES | 15 | 15 | 0.04% | 0.08% | 0.23% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Castle Rock Wealth Management, LLC | 12 | 1 | 0.19% | 0.41% | 0.78% | Q2 2018 | Q3 2023 | 15 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.21% | 0.68% | Q1 2018 | Q3 2023 | 15 |
RFG Advisory, LLC | 15 | 15 | 0.02% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
FineMark National Bank & Trust | 10 | 1 | 0.00% | 0.15% | 0.27% | Q1 2014 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.19% | 0.84% | Q1 2020 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 15 |
Vanguard Personalized Indexing Management, LLC | 15 | 15 | 0.14% | 0.22% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.06% | 0.13% | 0.26% | Q3 2016 | Q1 2020 | 15 |
RAINIER INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.04% | 0.48% | 0.94% | Q2 2013 | Q1 2017 | 15 |
FORSTA AP-FONDEN | 15 | 15 | 0.20% | 0.27% | 0.36% | Q1 2020 | Q3 2023 | 15 |
Spectrum Management Group, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2022 | 15 |
Ethic Inc. | 15 | 15 | 0.17% | 0.31% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Investors Research Corp | 8 | 7 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 15 |
Perigon Wealth Management, LLC | 14 | 1 | 0.03% | 0.05% | 0.07% | Q3 2011 | Q3 2023 | 15 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.05% | 0.11% | 0.22% | Q3 2015 | Q2 2023 | 15 |
Solstein Capital, LLC | 11 | 4 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 15 |
Icon Wealth Partners, LLC | 8 | 1 | 0.00% | 0.36% | 0.63% | Q4 2017 | Q3 2023 | 14 |
SYCOMORE ASSET MANAGEMENT | 14 | 14 | 0.61% | 1.75% | 5.03% | Q2 2020 | Q3 2023 | 14 |
180 WEALTH ADVISORS, LLC | 14 | 14 | 0.08% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 14 |
SANDERS MORRIS HARRIS LLC | 10 | 2 | 0.07% | 0.58% | 1.54% | Q4 2019 | Q3 2023 | 14 |
UMB Bank, n.a. | 14 | 14 | 0.01% | 0.05% | 0.23% | Q2 2020 | Q3 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.21% | 0.44% | 0.77% | Q2 2020 | Q3 2023 | 14 |
MIDDLETON & CO INC/MA | 14 | 14 | 0.40% | 1.14% | 1.49% | Q2 2020 | Q3 2023 | 14 |
ZACKS INVESTMENT MANAGEMENT | 8 | 1 | 0.00% | 0.06% | 0.14% | Q1 2016 | Q3 2023 | 14 |
SHELTON CAPITAL MANAGEMENT | 12 | 2 | 0.02% | 0.04% | 0.15% | Q1 2020 | Q3 2023 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.15% | 0.57% | 1.05% | Q2 2020 | Q3 2023 | 14 |
MONETA GROUP INVESTMENT ADVISORS LLC | 13 | 1 | 0.00% | 0.02% | 0.13% | Q2 2018 | Q3 2023 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
SANDER CAPITAL ADVISORS INC | 9 | 2 | 2.02% | 5.82% | 11.32% | Q2 2018 | Q1 2022 | 14 |
CENTRAL BANK & TRUST CO | 14 | 14 | 0.11% | 0.19% | 0.35% | Q2 2020 | Q3 2023 | 14 |
CIM INVESTMENT MANAGEMENT INC | 14 | 14 | 0.18% | 0.37% | 0.62% | Q2 2020 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 11 | 1 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 14 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 14 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
Pier Capital, LLC | 13 | 1 | 0.04% | 0.09% | 0.12% | Q1 2015 | Q3 2019 | 14 |
Sterling Capital Management LLC | 10 | 4 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q3 2019 | 14 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON INVESTORS US LLC | 14 | 14 | 0.00% | 0.04% | 0.16% | Q4 2013 | Q1 2017 | 14 |
Progressive Investment Management Corp | 14 | 14 | 1.80% | 2.10% | 2.41% | Q2 2020 | Q3 2023 | 14 |
BRIGHTON JONES LLC | 13 | 1 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2021 | 14 |
SIT INVESTMENT ASSOCIATES INC | 14 | 14 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Cupps Capital Management, LLC | 14 | 14 | 0.00% | 0.53% | 0.94% | Q2 2013 | Q3 2016 | 14 |
MACKAY SHIELDS LLC | 14 | 14 | 0.03% | 0.14% | 0.27% | Q4 2018 | Q1 2022 | 14 |
Narwhal Capital Management | 14 | 14 | 0.30% | 0.54% | 0.75% | Q2 2020 | Q3 2023 | 14 |
YHB Investment Advisors, Inc. | 14 | 14 | 0.03% | 0.06% | 0.21% | Q2 2020 | Q3 2023 | 14 |
GOFEN & GLOSSBERG LLC /IL/ | 14 | 14 | 0.01% | 0.33% | 0.43% | Q3 2019 | Q4 2022 | 14 |
BRINKER CAPITAL INC | 12 | 2 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q2 2020 | 14 |
Thomas J. Herzfeld Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 0.60% | 2.09% | Q2 2015 | Q1 2021 | 14 |
Mizuho Securities Co. Ltd. | 6 | 2 | 0.00% | 0.37% | 1.62% | Q2 2019 | Q2 2023 | 14 |
Cornerstone Advisors, Inc. | 14 | 14 | 0.00% | 0.06% | 0.13% | Q1 2016 | Q2 2019 | 14 |
Cetera Advisors LLC | 14 | 14 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 14 |
Lombard Odier Asset Management (Europe) Ltd | 14 | 14 | 0.01% | 0.23% | 1.22% | Q3 2017 | Q4 2020 | 14 |
Redhawk Wealth Advisors, Inc. | 12 | 2 | 0.05% | 0.15% | 0.24% | Q1 2019 | Q3 2023 | 14 |
NuWave Investment Management, LLC | 11 | 1 | 0.00% | 0.22% | 0.56% | Q4 2017 | Q1 2022 | 14 |
Family Management Corp | 10 | 2 | 0.06% | 0.85% | 1.47% | Q1 2019 | Q3 2023 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 14 |
FOURPOINTS Investment Managers, S.A.S. | 14 | 14 | 0.14% | 0.33% | 0.68% | Q2 2013 | Q3 2016 | 14 |
Kemnay Advisory Services Inc. | 13 | 1 | 1.12% | 2.39% | 4.20% | Q4 2018 | Q3 2022 | 14 |
Horizon Investments, LLC | 14 | 14 | 0.01% | 0.25% | 3.20% | Q2 2020 | Q3 2023 | 14 |
Oxbow Advisors, LLC | 14 | 14 | 0.58% | 0.93% | 1.25% | Q2 2020 | Q3 2023 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2023 | 14 |
Empirical Finance, LLC | 14 | 14 | 0.04% | 0.19% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Circle Wealth Management, LLC | 13 | 1 | 0.01% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 5 | 1 | 0.01% | 0.08% | 0.30% | Q1 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 14 | 14 | 0.07% | 0.17% | 0.25% | Q2 2020 | Q3 2023 | 14 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 14 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Interval Partners, LP | 5 | 1 | 0.02% | 0.57% | 1.67% | Q2 2019 | Q2 2023 | 14 |
Cordasco Financial Network | 14 | 14 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q2 2022 | 14 |
AO Asset Management, LP | 14 | 14 | 1.58% | 2.67% | 5.57% | Q1 2019 | Q2 2022 | 14 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Crossvault Capital Management LLC | 14 | 14 | 0.14% | 0.49% | 0.60% | Q1 2019 | Q2 2022 | 14 |
B. Riley Wealth Management, Inc. | 9 | 5 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q2 2022 | 14 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.39% | 0.61% | 0.87% | Q2 2020 | Q3 2023 | 14 |
Keebeck Wealth Management, LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Argent Trust Co | 14 | 14 | 0.02% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
HOHIMER WEALTH MANAGEMENT, LLC | 14 | 14 | 0.14% | 0.39% | 1.04% | Q4 2019 | Q1 2023 | 14 |
Raine Capital LLC | 14 | 14 | 0.32% | 4.97% | 9.70% | Q4 2015 | Q1 2019 | 14 |
Arkadios Wealth Advisors | 7 | 7 | 0.01% | 0.06% | 0.14% | Q1 2020 | Q3 2023 | 14 |
BKS ADVISORS, LLC | 10 | 4 | 0.95% | 1.56% | 2.38% | Q1 2015 | Q1 2019 | 14 |
XPONANCE, INC. | 14 | 14 | 0.28% | 0.37% | 0.43% | Q2 2020 | Q3 2023 | 14 |
Americana Partners, LLC | 13 | 1 | 0.04% | 0.34% | 0.96% | Q4 2019 | Q3 2023 | 14 |
Zions Bancorporation | 13 | 1 | 0.00% | 0.03% | 0.20% | Q1 2015 | Q3 2018 | 14 |
NWAM LLC | 12 | 2 | 0.02% | 0.11% | 0.38% | Q1 2020 | Q3 2023 | 14 |
IEQ CAPITAL, LLC | 11 | 3 | 0.02% | 0.16% | 0.25% | Q1 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors, Inc. | 14 | 14 | 0.14% | 0.34% | 0.66% | Q3 2019 | Q4 2022 | 14 |
Qtron Investments LLC | 7 | 7 | 0.05% | 0.20% | 0.32% | Q1 2020 | Q3 2023 | 14 |
Wealthspire Advisors, L.P. | 9 | 2 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2020 | 14 |
Cetera Investment Advisers | 14 | 14 | 0.06% | 0.09% | 0.14% | Q2 2020 | Q3 2023 | 14 |
O'Shares Investment Advisers, LLC | 14 | 14 | 0.11% | 0.35% | 0.76% | Q4 2018 | Q1 2022 | 14 |
Castle Hook Partners LP | 14 | 14 | 0.58% | 2.28% | 4.82% | Q3 2018 | Q4 2021 | 14 |
Copperwynd Financial, LLC | 14 | 14 | 0.12% | 0.24% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.01% | 0.08% | 0.16% | Q4 2018 | Q3 2022 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.78% | 1.07% | 1.29% | Q4 2018 | Q1 2022 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.10% | 0.22% | Q1 2019 | Q2 2022 | 14 |
Selective Wealth Management, Inc. | 7 | 3 | 0.00% | 1.46% | 3.35% | Q3 2019 | Q4 2023 | 14 |
Jeneq Management LP | 7 | 2 | 2.05% | 8.19% | 20.35% | Q4 2018 | Q4 2022 | 14 |
GQG Partners LLC | 6 | 1 | 0.00% | 1.43% | 3.02% | Q4 2018 | Q3 2023 | 14 |
Heritage Trust Co | 14 | 14 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Geneva Partners, LLC | 14 | 14 | 0.20% | 0.98% | 2.44% | Q3 2018 | Q4 2021 | 14 |
Beaton Management Co. Inc. | 14 | 14 | 0.25% | 0.34% | 0.40% | Q2 2020 | Q3 2023 | 14 |
Versant Capital Management, Inc | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2023 | 14 |
BREAKLINE CAPITAL LLC | 4 | 1 | 1.25% | 2.88% | 4.30% | Q1 2018 | Q3 2022 | 13 |
First Command Financial Services, Inc. | 9 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 13 |
First Command Bank | 9 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2021 | 13 |
Bristlecone Advisors, LLC | 13 | 13 | 0.06% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 13 |
AJ WEALTH STRATEGIES, LLC | 13 | 13 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q2 2023 | 13 |
KCM INVESTMENT ADVISORS LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.09% | 0.11% | 0.14% | Q3 2020 | Q3 2023 | 13 |
SpiderRock Advisors, LLC | 9 | 1 | 0.00% | 0.18% | 0.74% | Q1 2017 | Q3 2023 | 13 |
MARTINGALE ASSET MANAGEMENT L P | 11 | 2 | 0.00% | 0.22% | 0.44% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
SeaBridge Investment Advisors LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2017 | Q3 2020 | 13 |
Laffer Tengler Investments, Inc. | 13 | 13 | 0.10% | 0.72% | 1.23% | Q3 2020 | Q3 2023 | 13 |
WESBANCO BANK INC | 6 | 1 | 0.01% | 0.17% | 0.32% | Q2 2019 | Q4 2022 | 13 |
ALPHASIMPLEX GROUP, LLC | 9 | 4 | 0.08% | 0.50% | 1.16% | Q2 2018 | Q4 2021 | 13 |
Bowie Capital Management, LLC | 13 | 13 | 0.31% | 1.14% | 1.84% | Q3 2020 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 8 | 1 | 0.00% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 13 |
CARILLON TOWER ADVISERS, INC. | 13 | 13 | 0.11% | 0.56% | 1.22% | Q4 2017 | Q4 2020 | 13 |
Private Capital Advisors, Inc. | 13 | 13 | 0.13% | 0.19% | 0.29% | Q4 2019 | Q4 2022 | 13 |
Global X Management CO LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2018 | 13 |
Carroll Financial Associates, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 13 |
CERTUITY, LLC | 13 | 13 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q3 2023 | 13 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Spearhead Capital Advisors, LLC | 13 | 13 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2022 | 13 |
Essex Financial Services, Inc. | 12 | 1 | 0.05% | 0.09% | 0.15% | Q4 2015 | Q4 2019 | 13 |
ROMAN BUTLER FULLERTON & CO | 13 | 13 | 0.44% | 0.76% | 1.04% | Q4 2018 | Q4 2021 | 13 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.23% | 1.14% | Q2 2016 | Q2 2023 | 13 |
BlackRock Japan Co. Ltd | 13 | 13 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q4 2016 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
PIEDMONT INVESTMENT ADVISORS INC | 13 | 13 | 0.02% | 0.10% | 0.23% | Q1 2017 | Q1 2020 | 13 |
Impax Asset Management Group plc | 11 | 2 | 0.00% | 0.04% | 0.22% | Q1 2019 | Q3 2023 | 13 |
Symphony Financial, Ltd. Co. | 13 | 13 | 0.08% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Sturgeon Ventures LLP | 10 | 3 | 1.07% | 2.41% | 3.79% | Q3 2019 | Q4 2022 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.12% | 0.26% | 0.45% | Q3 2020 | Q3 2023 | 13 |
Compass Ion Advisors, LLC | 13 | 13 | 0.07% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 13 |
Optimus Prime Fund Management Co., Ltd. | 13 | 13 | 0.47% | 3.80% | 5.39% | Q4 2019 | Q4 2022 | 13 |
Davidson Capital Management Inc. | 13 | 13 | 0.00% | 0.59% | 1.09% | Q3 2020 | Q3 2023 | 13 |
Polaris Wealth Advisory Group, LLC | 9 | 1 | 0.03% | 0.23% | 0.33% | Q2 2017 | Q3 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 2.83% | 3.05% | 3.29% | Q3 2020 | Q3 2023 | 13 |
Altshuler Shaham Ltd | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 13 |
Sheaff Brock Investment Advisors, LLC | 9 | 4 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 13 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
GEORGE KAISER FAMILY FOUNDATION | 13 | 13 | 1.02% | 1.46% | 2.57% | Q3 2020 | Q3 2023 | 13 |
CCLA Investment Management | 8 | 5 | 0.57% | 1.08% | 1.96% | Q2 2020 | Q3 2023 | 13 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 3 | 0.14% | 0.26% | 0.51% | Q4 2013 | Q2 2019 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
V Wealth Advisors LLC | 7 | 2 | 0.04% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 13 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
CX Institutional | 7 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 13 |
Gunderson Capital Management Inc. | 9 | 4 | 0.30% | 5.30% | 15.14% | Q4 2018 | Q4 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.09% | 0.14% | 0.29% | Q3 2020 | Q3 2023 | 13 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 13 | 13 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2023 | 13 |
MATHER GROUP, LLC. | 13 | 13 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
United Asset Strategies, Inc. | 11 | 2 | 0.10% | 1.44% | 2.11% | Q2 2019 | Q3 2023 | 13 |
Pinnacle Wealth Planning Services, Inc. | 13 | 13 | 0.07% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
MENTA CAPITAL LLC | 7 | 1 | 0.05% | 0.25% | 0.58% | Q1 2015 | Q2 2019 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.04% | 0.07% | 0.13% | Q3 2020 | Q3 2023 | 13 |
PFM Health Sciences, LP | 5 | 1 | 0.01% | 1.09% | 1.98% | Q1 2013 | Q4 2018 | 13 |
Heritage Wealth Advisors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 13 |
Manchester Capital Management LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Aravt Global | 13 | 13 | 2.15% | 5.54% | 11.04% | Q4 2018 | Q4 2021 | 13 |
YorkBridge Wealth Partners, LLC | 13 | 13 | 0.41% | 1.00% | 1.39% | Q4 2019 | Q4 2022 | 13 |
BADGLEY PHELPS & BELL INC | 13 | 13 | 0.24% | 0.74% | 1.07% | Q2 2018 | Q2 2021 | 13 |
DFPG INVESTMENTS, LLC | 8 | 5 | 0.08% | 0.19% | 0.38% | Q2 2020 | Q3 2023 | 13 |
RITHOLTZ WEALTH MANAGEMENT | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
RB Capital Management, LLC | 13 | 13 | 0.12% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 13 |
InterOcean Capital Group, LLC | 8 | 8 | 0.00% | 0.05% | 0.11% | Q4 2021 | Q3 2023 | 13 |
Faithward Advisors, LLC | 13 | 13 | 0.74% | 0.94% | 1.62% | Q3 2020 | Q3 2023 | 13 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.02% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 13 |
UBS OCONNOR LLC | 4 | 1 | 0.02% | 0.07% | 0.12% | Q2 2015 | Q3 2023 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.38% | 0.43% | 0.51% | Q3 2020 | Q3 2023 | 13 |
Blume Capital Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 13 | 13 | 0.02% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
WASHINGTON TRUST BANK | 7 | 2 | 0.00% | 0.78% | 1.68% | Q3 2016 | Q3 2023 | 13 |
Advisor OS, LLC | 13 | 13 | 0.21% | 0.28% | 0.39% | Q3 2020 | Q3 2023 | 13 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13 | 13 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q2 2020 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 3 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 13 |
GIRARD PARTNERS LTD. | 13 | 13 | 0.23% | 0.33% | 0.42% | Q3 2020 | Q3 2023 | 13 |
FORTALEZA ASSET MANAGEMENT INC/ | 5 | 3 | 0.00% | 1.04% | 1.72% | Q2 2013 | Q3 2017 | 13 |
FIRST CITIZENS BANK & TRUST CO | 6 | 1 | 0.01% | 0.07% | 0.22% | Q3 2013 | Q3 2023 | 12 |
SevenOneSeven Capital Management | 12 | 12 | 0.58% | 0.88% | 2.23% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 9 | 3 | 0.02% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.09% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 12 |
DUBUQUE BANK & TRUST CO | 10 | 2 | 0.00% | 0.06% | 0.10% | Q4 2017 | Q3 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.18% | 0.28% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Alcosta Capital Management, Inc. | 12 | 12 | 4.68% | 5.31% | 6.24% | Q4 2020 | Q3 2023 | 12 |
Paradiem, LLC | 12 | 12 | 0.72% | 0.94% | 1.10% | Q4 2020 | Q3 2023 | 12 |
Foxhaven Asset Management, LP | 12 | 12 | 3.53% | 4.72% | 5.96% | Q4 2017 | Q3 2020 | 12 |
WD RUTHERFORD LLC | 12 | 12 | 1.70% | 1.95% | 2.42% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.33% | 0.44% | 0.62% | Q4 2020 | Q3 2023 | 12 |
Empowered Funds, LLC | 10 | 2 | 0.05% | 0.14% | 0.50% | Q2 2018 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.24% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2016 | 12 |
Surevest, LLC | 12 | 12 | 0.11% | 1.47% | 2.12% | Q4 2019 | Q3 2022 | 12 |
WESPAC Advisors SoCal, LLC | 12 | 12 | 0.30% | 0.41% | 0.55% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.17% | 0.36% | Q3 2018 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.18% | 0.39% | 0.51% | Q4 2020 | Q3 2023 | 12 |
WELCH & FORBES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Polar Capital Holdings Plc | 12 | 12 | 0.42% | 1.05% | 1.49% | Q4 2020 | Q3 2023 | 12 |
Red Door Wealth Management, LLC | 12 | 12 | 0.63% | 0.72% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Johnson Financial Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
CEDAR CAPITAL, LLC | 12 | 12 | 0.12% | 1.10% | 3.10% | Q4 2017 | Q3 2020 | 12 |
HOLDERNESS INVESTMENTS CO | 9 | 3 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Endurance Wealth Management, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 0.21% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Donoghue Forlines LLC | 12 | 12 | 0.13% | 0.32% | 0.66% | Q4 2020 | Q3 2023 | 12 |
NAVELLIER & ASSOCIATES INC | 11 | 1 | 0.13% | 0.92% | 1.42% | Q3 2018 | Q3 2023 | 12 |
TWIN CAPITAL MANAGEMENT INC | 12 | 12 | 0.05% | 0.09% | 0.24% | Q4 2020 | Q3 2023 | 12 |
NumerixS Investment Technologies Inc | 5 | 1 | 0.01% | 0.15% | 0.36% | Q4 2014 | Q2 2020 | 12 |
Capula Management Ltd | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q1 2023 | 12 |
WCM INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.59% | 0.88% | 1.42% | Q2 2020 | Q1 2023 | 12 |
MASON STREET ADVISORS, LLC | 7 | 5 | 0.01% | 0.10% | 0.25% | Q2 2013 | Q4 2020 | 12 |
Cornerstone Capital, Inc. | 12 | 12 | 0.91% | 1.31% | 1.69% | Q4 2020 | Q3 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.10% | 0.14% | 0.17% | Q4 2020 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 1 | 0.08% | 0.22% | 0.37% | Q4 2014 | Q2 2019 | 12 |
Freemont Management S.A. | 12 | 12 | 0.47% | 0.84% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Shinko Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2016 | 12 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q1 2023 | 12 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.15% | 0.61% | Q4 2022 | Q3 2023 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.22% | Q4 2020 | Q3 2023 | 12 |
INTRUST BANK NA | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.08% | 0.14% | 0.28% | Q4 2020 | Q3 2023 | 12 |
First Growth Investment Manager LP | 11 | 11 | 1.80% | 4.77% | 8.43% | Q4 2020 | Q2 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
FRIESS ASSOCIATES LLC | 12 | 12 | 1.02% | 1.45% | 2.04% | Q4 2016 | Q3 2019 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.15% | 0.29% | 0.50% | Q4 2018 | Q3 2021 | 12 |
Trybe Capital Management LP | 12 | 12 | 5.16% | 8.37% | 12.11% | Q4 2020 | Q3 2023 | 12 |
MV CAPITAL MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 12 |
Jericho Capital Asset Management L.P. | 3 | 1 | 1.44% | 4.20% | 11.11% | Q1 2015 | Q2 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.09% | 0.17% | Q4 2020 | Q3 2023 | 12 |
ONTARIO TEACHERS PENSION PLAN BOARD | 12 | 12 | 0.01% | 3.12% | 6.21% | Q2 2020 | Q1 2023 | 12 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.10% | 0.16% | Q2 2020 | Q1 2023 | 12 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 12 | 12 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.08% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Kistler-Tiffany Companies, LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2023 | 12 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.08% | 0.39% | Q2 2015 | Q2 2023 | 12 |
ATALANTA SOSNOFF CAPITAL, LLC | 8 | 1 | 0.01% | 0.37% | 1.32% | Q1 2016 | Q3 2023 | 12 |
Absoluto Partners Gestao de Recursos Ltda | 12 | 12 | 0.27% | 0.81% | 1.44% | Q4 2020 | Q3 2023 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 1.10% | 1.89% | 2.58% | Q4 2020 | Q3 2023 | 12 |
KPS Global Asset Management UK Ltd | 11 | 1 | 6.03% | 24.02% | 40.42% | Q4 2019 | Q3 2023 | 12 |
Quantitative Investment Management, LLC | 3 | 1 | 0.00% | 0.21% | 0.73% | Q1 2014 | Q2 2023 | 12 |
Jupiter Wealth Management LLC | 10 | 2 | 0.11% | 0.53% | 1.67% | Q1 2019 | Q4 2022 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.64% | 0.91% | 1.25% | Q4 2020 | Q3 2023 | 12 |
Yarra Square Partners LP | 12 | 12 | 0.55% | 4.38% | 6.48% | Q4 2020 | Q3 2023 | 12 |
RiverGlades Family Offices LLC | 9 | 3 | 0.20% | 0.22% | 0.24% | Q2 2020 | Q3 2023 | 12 |
MCDANIEL TERRY & CO | 9 | 3 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 12 |
Callahan Advisors, LLC | 12 | 12 | 0.09% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
GPS Wealth Strategies Group, LLC | 9 | 3 | 0.38% | 0.72% | 1.02% | Q3 2020 | Q3 2023 | 12 |
Principle Wealth Partners LLC | 12 | 12 | 0.09% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.16% | 0.22% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.15% | 0.23% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Private Portfolio Partners LLC | 9 | 3 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Summit Global Investments | 11 | 1 | 0.01% | 0.29% | 0.64% | Q1 2020 | Q3 2023 | 12 |
Lakehouse Capital Pty Ltd | 10 | 1 | 4.54% | 7.36% | 11.36% | Q1 2020 | Q3 2023 | 12 |
Skye Global Management LP | 8 | 4 | 0.02% | 0.81% | 3.30% | Q4 2017 | Q3 2021 | 12 |
Evolutionary Tree Capital Management, LLC | 12 | 12 | 2.99% | 5.10% | 8.16% | Q4 2020 | Q3 2023 | 12 |
Gilbert & Cook, Inc. | 12 | 12 | 0.04% | 0.08% | 0.11% | Q3 2020 | Q2 2023 | 12 |
Karp Capital Management Corp | 8 | 1 | 0.02% | 0.13% | 0.21% | Q1 2017 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q2 2020 | 11 |
Concorde Asset Management, LLC | 9 | 2 | 0.23% | 0.39% | 0.80% | Q1 2020 | Q3 2023 | 11 |
CAPITAL GUARDIAN TRUST CO | 4 | 3 | 0.00% | 0.05% | 0.52% | Q1 2015 | Q2 2019 | 11 |
CAPITAL ADVISORS INC/OK | 8 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Maryland State Retirement & Pension System | 7 | 4 | 0.17% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 11 |
CAPSTONE ASSET MANAGEMENT CO | 5 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2017 | 11 |
Maven Securities LTD | 8 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Islet Management, LP | 9 | 9 | 0.38% | 0.90% | 1.85% | Q1 2019 | Q1 2021 | 11 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 8 | 3 | 0.65% | 1.12% | 1.66% | Q1 2019 | Q4 2021 | 11 |
Bay Rivers Group | 9 | 2 | 0.21% | 0.98% | 1.50% | Q2 2020 | Q3 2023 | 11 |
TAURUS ASSET MANAGEMENT, LLC | 11 | 11 | 0.92% | 1.59% | 2.32% | Q1 2021 | Q3 2023 | 11 |
Covington Capital Management | 10 | 1 | 0.00% | 0.06% | 0.07% | Q2 2019 | Q3 2022 | 11 |
ICON ADVISERS INC/CO | 9 | 2 | 0.06% | 0.27% | 0.59% | Q3 2018 | Q3 2021 | 11 |
Mizuho Asset Management Co.,Ltd. | 11 | 11 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2016 | 11 |
Kiwi Wealth Investments Limited Partnership | 5 | 3 | 0.24% | 0.46% | 0.80% | Q1 2019 | Q3 2022 | 11 |
VONTOBEL ASSET MANAGEMENT INC | 11 | 11 | 1.72% | 2.42% | 2.89% | Q1 2021 | Q3 2023 | 11 |
AustralianSuper Pty Ltd | 10 | 1 | 0.14% | 1.26% | 1.89% | Q2 2020 | Q3 2023 | 11 |
Freestone Capital Holdings, LLC | 8 | 3 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
Chicago Partners Investment Group LLC | 10 | 1 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 11 |
Quantinno Capital Management LP | 8 | 1 | 0.07% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 11 |
First Bank & Trust | 11 | 11 | 0.38% | 0.57% | 0.77% | Q1 2021 | Q3 2023 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.00% | 0.21% | 0.74% | Q1 2021 | Q3 2023 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.08% | 0.16% | 0.22% | Q1 2021 | Q3 2023 | 11 |
HARTLINE INVESTMENT CORP/ | 7 | 4 | 0.27% | 1.54% | 2.82% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.05% | 0.33% | 0.60% | Q1 2021 | Q3 2023 | 11 |
NORTHEAST INVESTMENT MANAGEMENT | 11 | 11 | 0.02% | 0.16% | 0.31% | Q1 2021 | Q3 2023 | 11 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.02% | 0.10% | 0.18% | Q2 2019 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.14% | 0.38% | Q1 2021 | Q3 2023 | 11 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 1.01% | 2.21% | Q3 2018 | Q3 2023 | 11 |
AIA Group Ltd | 9 | 2 | 0.01% | 0.05% | 0.13% | Q4 2020 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stockbridge Partners LLC | 11 | 11 | 2.54% | 4.72% | 7.63% | Q1 2021 | Q3 2023 | 11 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.34% | 1.86% | 3.20% | Q2 2013 | Q4 2021 | 11 |
WINTRUST INVESTMENTS LLC | 8 | 1 | 0.03% | 0.06% | 0.14% | Q3 2020 | Q3 2023 | 11 |
Harbour Capital Advisors, LLC | 8 | 1 | 0.07% | 0.49% | 0.72% | Q2 2020 | Q2 2023 | 11 |
ADVISOR PARTNERS LLC | 11 | 11 | 0.04% | 0.13% | 0.16% | Q4 2019 | Q2 2022 | 11 |
Twin Lakes Capital Management, LLC | 6 | 5 | 1.95% | 2.30% | 2.86% | Q4 2020 | Q3 2023 | 11 |
Virtu KCG Holdings LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2016 | 11 |
AtonRa Partners | 11 | 11 | 0.36% | 0.64% | 0.95% | Q1 2021 | Q3 2023 | 11 |
VIKING GLOBAL INVESTORS LP | 8 | 3 | 0.42% | 1.41% | 3.64% | Q3 2019 | Q3 2022 | 11 |
Honeycomb Asset Management LP | 3 | 1 | 0.58% | 2.90% | 5.93% | Q4 2016 | Q3 2022 | 11 |
EP Wealth Advisors, LLC | 7 | 4 | 0.01% | 0.03% | 0.16% | Q4 2020 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 11 |
Opes Wealth Management LLC | 8 | 3 | 0.07% | 0.09% | 0.13% | Q3 2020 | Q3 2023 | 11 |
Jackson Wealth Management, LLC | 11 | 11 | 0.30% | 0.54% | 1.31% | Q3 2019 | Q1 2022 | 11 |
Cedar Brook Financial Partners, LLC | 9 | 2 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q2 2023 | 11 |
Winthrop Advisory Group LLC | 7 | 4 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
JCIC Asset Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2023 | 11 |
Ausdal Financial Partners, Inc. | 10 | 1 | 0.00% | 0.06% | 0.08% | Q4 2015 | Q3 2023 | 11 |
Onex Canada Asset Management Inc. | 7 | 4 | 0.10% | 0.35% | 0.59% | Q4 2019 | Q3 2023 | 11 |
White Elm Capital, LLC | 11 | 11 | 0.80% | 4.46% | 5.75% | Q2 2017 | Q4 2019 | 11 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 1 | 0.00% | 0.11% | 0.29% | Q2 2015 | Q3 2022 | 11 |
DUNCKER STREETT & CO INC | 4 | 1 | 0.01% | 0.13% | 0.72% | Q3 2018 | Q3 2023 | 11 |
NIPPON LIFE INSURANCE CO | 5 | 1 | 0.01% | 0.01% | 0.03% | Q1 2014 | Q3 2017 | 11 |
OSTRUM ASSET MANAGEMENT | 8 | 3 | 0.10% | 0.83% | 1.85% | Q4 2018 | Q3 2023 | 11 |
Telemark Asset Management, LLC | 5 | 3 | 0.68% | 1.33% | 2.24% | Q1 2020 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 11 | 11 | 0.88% | 1.42% | 2.08% | Q1 2021 | Q3 2023 | 11 |
Zurich Insurance Group Ltd/FI | 10 | 1 | 0.06% | 0.13% | 0.26% | Q4 2015 | Q3 2019 | 11 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 11 |
CANANDAIGUA NATIONAL CORP | 11 | 11 | 0.24% | 0.35% | 0.44% | Q2 2020 | Q4 2022 | 11 |
Stonebridge Capital Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.02% | 0.07% | Q4 2020 | Q3 2023 | 11 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 11 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 4 | 1 | 0.00% | 0.05% | 0.20% | Q1 2015 | Q3 2023 | 11 |
BECK CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.30% | 0.73% | 1.82% | Q2 2019 | Q3 2023 | 11 |
Lee Financial Co | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 11 |
SECURITY NATIONAL TRUST CO | 11 | 11 | 0.02% | 0.06% | 0.09% | Q1 2019 | Q3 2021 | 11 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.01% | 0.21% | 0.49% | Q1 2019 | Q3 2023 | 11 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.16% | 0.53% | 1.91% | Q2 2014 | Q3 2019 | 11 |
Ilmarinen Mutual Pension Insurance Co | 7 | 2 | 0.07% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 11 |
KINGS POINT CAPITAL MANAGEMENT | 11 | 11 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 11 |
Moors & Cabot, Inc. | 4 | 3 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 11 |
QCM Cayman, Ltd. | 3 | 1 | 0.06% | 1.34% | 5.38% | Q1 2014 | Q2 2022 | 11 |
Cipher Capital LP | 3 | 1 | 0.02% | 0.12% | 0.43% | Q1 2014 | Q1 2023 | 11 |
Hilltop Holdings Inc. | 4 | 1 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 11 |
Financial Sense Advisors, Inc. | 8 | 3 | 0.10% | 0.12% | 0.16% | Q1 2020 | Q4 2022 | 11 |
Maryland Capital Management | 11 | 11 | 0.10% | 0.88% | 1.46% | Q1 2020 | Q3 2022 | 11 |
Dai-ichi Life Holdings, Inc. | 9 | 2 | 0.01% | 0.02% | 0.12% | Q4 2013 | Q3 2016 | 11 |
BLUESTEIN R H & CO LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q3 2022 | 11 |
COOPER/HAIMS ADVISORS, LLC | 9 | 2 | 0.13% | 0.18% | 0.25% | Q2 2020 | Q3 2023 | 11 |
Stuart Chaussee & Associates, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Xcel Wealth Management, LLC | 6 | 1 | 0.07% | 0.40% | 1.06% | Q1 2020 | Q3 2023 | 11 |
Jackson, Grant Investment Advisers, Inc. | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Teamwork Financial Advisors, LLC | 9 | 2 | 0.13% | 0.43% | 0.88% | Q1 2020 | Q3 2023 | 11 |
Pratt Collard Advisory Partners LLC | 10 | 10 | 0.20% | 0.30% | 0.40% | Q1 2019 | Q2 2021 | 10 |
Lee Capital Holdings LLC | 10 | 10 | 0.88% | 1.91% | 3.24% | Q1 2020 | Q2 2022 | 10 |
Hirtle Callaghan & Co LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2017 | 10 |
ALPHA WINDWARD LLC | 10 | 10 | 0.06% | 0.14% | 0.29% | Q2 2018 | Q3 2020 | 10 |
Hillman Capital Management, Inc. | 10 | 10 | 0.11% | 0.19% | 0.25% | Q2 2021 | Q3 2023 | 10 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 6 | 4 | 3.36% | 3.78% | 4.14% | Q4 2020 | Q3 2023 | 10 |
Nicholas Hoffman & Company, LLC. | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
DENVER INVESTMENT ADVISORS LLC | 6 | 4 | 0.18% | 0.29% | 0.37% | Q2 2013 | Q4 2015 | 10 |
Partner Investment Management, L.P. | 3 | 1 | 0.31% | 1.40% | 2.05% | Q1 2014 | Q4 2018 | 10 |
Hanson & Doremus Investment Management | 9 | 1 | 0.00% | 0.07% | 0.10% | Q1 2021 | Q3 2023 | 10 |
SAX WEALTH ADVISORS, LLC | 8 | 2 | 0.05% | 0.09% | 0.14% | Q1 2021 | Q3 2023 | 10 |
BALASA DINVERNO & FOLTZ LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2022 | 10 |
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST | 10 | 10 | 2.39% | 3.30% | 4.25% | Q2 2021 | Q3 2023 | 10 |
GRIFFIN ASSET MANAGEMENT, INC. | 8 | 2 | 0.03% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 10 |
Salvus Wealth Management, LLC | 10 | 10 | 0.18% | 0.30% | 0.46% | Q2 2021 | Q3 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 0.07% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Geller Advisors LLC | 7 | 3 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 10 |
Phoenix Holdings Ltd. | 4 | 2 | 0.01% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 10 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 10 |
AXS Investments LLC | 8 | 2 | 1.06% | 1.40% | 2.07% | Q1 2021 | Q3 2023 | 10 |
FIRST MIDWEST BANK TRUST DIVISION | 10 | 10 | 0.04% | 0.05% | 0.08% | Q3 2013 | Q4 2015 | 10 |
CVA Family Office, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Hunt Lane Capital LP | 8 | 1 | 2.28% | 6.29% | 12.02% | Q1 2016 | Q1 2021 | 10 |
GLG Partners LP | 10 | 10 | 0.13% | 1.06% | 2.13% | Q2 2013 | Q3 2015 | 10 |
Calvert Investment Management, Inc. | 10 | 10 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q4 2016 | 10 |
Advisory Resource Group | 10 | 10 | 0.12% | 0.15% | 0.19% | Q2 2021 | Q3 2023 | 10 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 10 | 10 | 0.04% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 10 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 10 | 10 | 0.63% | 0.83% | 0.98% | Q2 2021 | Q3 2023 | 10 |
Signature Wealth Management Group | 10 | 10 | 0.56% | 0.88% | 1.13% | Q1 2021 | Q2 2023 | 10 |
Equitable Holdings, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Savant Capital, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
S&CO INC | 10 | 10 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 10 |
PALISADE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.01% | 0.17% | 0.32% | Q1 2013 | Q1 2021 | 10 |
Brand Asset Management Group, Inc. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 10 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 10 | 0.10% | 0.13% | 0.17% | Q2 2021 | Q3 2023 | 10 |
Ensemble Capital Management | 10 | 10 | 0.58% | 3.32% | 5.92% | Q2 2021 | Q3 2023 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 4 | 0.68% | 1.92% | 2.97% | Q4 2018 | Q3 2023 | 10 |
BENNETT LAWRENCE MANAGEMENT L L C/NY | 10 | 10 | 1.35% | 3.05% | 3.74% | Q3 2013 | Q4 2015 | 10 |
Athanor Capital, LP | 10 | 10 | 0.09% | 1.09% | 2.48% | Q1 2019 | Q2 2021 | 10 |
MUFG Americas Holdings Corp | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2022 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 10 |
Strategic Wealth Partners, Ltd. | 9 | 1 | 0.00% | 0.19% | 0.35% | Q3 2019 | Q2 2022 | 10 |
Regal Investment Advisors LLC | 4 | 1 | 0.02% | 0.07% | 0.14% | Q2 2020 | Q3 2023 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 3 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Sandhill Capital Partners LLC | 10 | 10 | 0.03% | 1.90% | 4.82% | Q2 2021 | Q3 2023 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
People's United Financial, Inc. | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 10 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.09% | 0.31% | 0.65% | Q4 2018 | Q3 2019 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q3 2023 | 10 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.28% | 2.11% | Q1 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 10 | 10 | 0.10% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Magellan Asset Management Ltd | 6 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 10 |
Taikang Asset Management (Hong Kong) Co Ltd | 10 | 10 | 0.51% | 0.85% | 1.34% | Q2 2021 | Q3 2023 | 10 |
AGF Investments LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 10 |
OLD SECOND NATIONAL BANK OF AURORA | 7 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
MSI Financial Services Inc | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 10 |
Hillsdale Investment Management Inc. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 10 |
Wealth Advisors of Tampa Bay, LLC | 10 | 10 | 0.32% | 0.48% | 0.61% | Q2 2021 | Q3 2023 | 10 |
TRUE Private Wealth Advisors | 9 | 1 | 0.01% | 0.04% | 0.05% | Q3 2018 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.11% | 0.16% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Sound View Wealth Advisors Group, LLC | 9 | 1 | 0.05% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 10 |
Triangle Securities Wealth Management | 10 | 10 | 0.10% | 0.18% | 0.28% | Q2 2021 | Q3 2023 | 10 |
Beta Wealth Group, Inc. | 10 | 10 | 0.42% | 0.54% | 0.68% | Q2 2021 | Q3 2023 | 10 |
HANSEATIC MANAGEMENT SERVICES INC | 9 | 1 | 0.05% | 1.10% | 2.01% | Q4 2015 | Q4 2019 | 10 |
FARALLON CAPITAL MANAGEMENT LLC | 10 | 10 | 1.03% | 1.40% | 1.80% | Q2 2021 | Q3 2023 | 10 |
ARGUS INVESTORS' COUNSEL, INC. | 10 | 10 | 0.13% | 0.39% | 0.80% | Q3 2019 | Q4 2021 | 10 |
IndexIQ Advisors LLC | 10 | 10 | 0.00% | 0.10% | 0.19% | Q4 2019 | Q1 2022 | 10 |
MJP ASSOCIATES INC /ADV | 7 | 3 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 10 |
STONERIDGE INVESTMENT PARTNERS LLC | 5 | 2 | 0.14% | 0.51% | 0.75% | Q2 2020 | Q3 2023 | 10 |
E Fund Management Co., Ltd. | 9 | 1 | 0.04% | 0.09% | 0.22% | Q1 2021 | Q3 2023 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 1 | 0.00% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 10 |
Liontrust Investment Partners LLP | 9 | 1 | 0.12% | 0.17% | 0.21% | Q4 2020 | Q3 2023 | 10 |
Virtus ETF Advisers LLC | 4 | 1 | 0.00% | 0.10% | 0.44% | Q4 2017 | Q3 2023 | 10 |
Focused Wealth Management, Inc | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ALTFEST L J & CO INC | 7 | 3 | 0.11% | 0.22% | 0.34% | Q1 2021 | Q3 2023 | 10 |
Blackhawk Capital Partners LLC. | 8 | 2 | 0.15% | 1.25% | 1.67% | Q4 2017 | Q1 2022 | 10 |
CALIBER WEALTH MANAGEMENT, LLC | 10 | 10 | 1.02% | 1.46% | 1.70% | Q2 2021 | Q3 2023 | 10 |
Cedar Wealth Management, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Atom Investors LP | 3 | 1 | 0.04% | 0.24% | 0.52% | Q2 2019 | Q3 2023 | 10 |
Center Lake Capital Management, LLC | 9 | 1 | 3.16% | 8.19% | 11.94% | Q4 2019 | Q1 2023 | 10 |
Alpha Cubed Investments, LLC | 5 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 10 |
HOEY INVESTMENTS, INC | 6 | 3 | 0.01% | 0.31% | 0.55% | Q2 2021 | Q3 2023 | 10 |
Coatue Management | 9 | 1 | 0.20% | 3.73% | 7.42% | Q2 2017 | Q2 2020 | 10 |
Inspire Advisors, LLC | 6 | 3 | 0.06% | 0.11% | 0.16% | Q4 2020 | Q3 2023 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q2 2022 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.71% | 0.86% | 1.02% | Q3 2021 | Q3 2023 | 9 |
FRG Family Wealth Advisors LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Bartlett & Co. LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2023 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.03% | 0.17% | 0.49% | Q2 2018 | Q2 2020 | 9 |
Asset Dedication, LLC | 9 | 9 | 0.00% | 0.08% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Blue Barn Wealth, LLC | 9 | 9 | 0.14% | 0.23% | 0.36% | Q3 2021 | Q3 2023 | 9 |
PRAGMA GESTAO DE PATRIMONIO LTD | 6 | 3 | 0.26% | 4.88% | 7.57% | Q4 2019 | Q3 2023 | 9 |
Clear Perspective Advisors, LLC | 8 | 1 | 0.04% | 0.13% | 0.33% | Q4 2016 | Q2 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q3 2023 | 9 |
BRR OpCo, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2022 | 9 |
Colonial Trust Advisors | 5 | 4 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.30% | 0.47% | 0.66% | Q3 2021 | Q3 2023 | 9 |
Siemens Fonds Invest GmbH | 9 | 9 | 0.18% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
CHILDRESS CAPITAL ADVISORS, LLC | 6 | 1 | 0.06% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Cohen Klingenstein LLC | 9 | 9 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q2 2022 | 9 |
Personal Capital Advisors Corp | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 9 |
Tributary Capital Management, LLC | 9 | 9 | 0.08% | 0.17% | 0.27% | Q3 2017 | Q3 2019 | 9 |
Greenwich Wealth Management LLC | 9 | 9 | 0.04% | 0.07% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Cohen Investment Advisors LLC | 9 | 9 | 1.34% | 1.65% | 1.93% | Q3 2021 | Q3 2023 | 9 |
FIRST MERCHANTS CORP | 9 | 9 | 0.01% | 0.31% | 0.58% | Q3 2021 | Q3 2023 | 9 |
Lumature Wealth Partners, LLC | 9 | 9 | 0.00% | 0.25% | 0.40% | Q4 2020 | Q4 2022 | 9 |
WealthTrust Fairport, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2019 | 9 |
FIRST FINANCIAL CORP /IN/ | 5 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 9 |
Shay Capital LLC | 7 | 1 | 0.01% | 0.10% | 0.22% | Q4 2020 | Q1 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q2 2015 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 1 | 0.02% | 0.06% | 0.08% | Q2 2019 | Q3 2021 | 9 |
Sullivan, Bruyette, Speros & Blaney, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q1 2019 | Q1 2021 | 9 |
Prudent Man Advisors, LLC | 9 | 9 | 0.10% | 0.16% | 0.21% | Q3 2020 | Q3 2022 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
UNTITLED INVESTMENTS LP | 6 | 3 | 1.88% | 8.05% | 14.13% | Q1 2021 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 8 | 1 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q1 2020 | 9 |
Systematic Alpha Investments, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Whale Rock Capital Management | 7 | 1 | 0.91% | 2.60% | 3.78% | Q3 2018 | Q4 2022 | 9 |
Keel Point, LLC | 6 | 3 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 9 |
Hitchwood Capital Management LP | 6 | 3 | 0.66% | 1.86% | 3.31% | Q3 2017 | Q4 2019 | 9 |
First Pacific Advisors, LP | 9 | 9 | 0.00% | 0.02% | 0.02% | Q3 2019 | Q3 2021 | 9 |
RMR Wealth Builders | 6 | 1 | 0.13% | 0.21% | 0.40% | Q4 2019 | Q2 2022 | 9 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 9 | 0.05% | 0.08% | 0.11% | Q4 2013 | Q4 2015 | 9 |
Capital Analysts, LLC | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 9 |
GLG LLC | 5 | 4 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q4 2017 | 9 |
Melqart Asset Management (UK) Ltd | 7 | 2 | 0.18% | 0.77% | 1.14% | Q1 2021 | Q2 2023 | 9 |
WestEnd Advisors, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
NorthRock Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.10% | 0.13% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Minot Wealth Management LLC | 9 | 9 | 0.10% | 0.72% | 1.05% | Q2 2020 | Q2 2022 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Mirador Capital Partners LP | 6 | 3 | 0.06% | 0.15% | 0.22% | Q2 2018 | Q1 2021 | 9 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 2 | 0.02% | 0.44% | 0.90% | Q2 2019 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.30% | 0.58% | 1.00% | Q1 2021 | Q1 2023 | 9 |
FARMERS TRUST CO | 9 | 9 | 0.45% | 0.66% | 0.97% | Q3 2021 | Q3 2023 | 9 |
Covea Finance | 9 | 9 | 0.16% | 0.66% | 1.93% | Q4 2021 | Q4 2023 | 9 |
FUKOKU MUTUAL LIFE INSURANCE Co | 9 | 9 | 0.04% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 9 |
Graypoint LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q3 2021 | Q3 2023 | 9 |
AMERICAN NATIONAL BANK | 7 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q3 2023 | 9 |
Cinctive Capital Management LP | 5 | 1 | 0.01% | 0.69% | 1.30% | Q3 2020 | Q2 2023 | 9 |
MCIA Inc | 9 | 9 | 0.68% | 0.88% | 1.27% | Q3 2020 | Q3 2022 | 9 |
REGENTATLANTIC CAPITAL LLC | 9 | 9 | 0.01% | 0.11% | 0.22% | Q3 2020 | Q3 2022 | 9 |
BENDER ROBERT & ASSOCIATES | 9 | 9 | 0.07% | 1.72% | 2.52% | Q3 2021 | Q3 2023 | 9 |
CONGRESS ASSET MANAGEMENT CO /MA | 9 | 9 | 0.01% | 0.58% | 0.85% | Q3 2021 | Q3 2023 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.14% | 0.41% | 0.82% | Q2 2013 | Q3 2023 | 9 |
Darwin Wealth Management, LLC | 6 | 1 | 0.02% | 0.14% | 0.74% | Q1 2020 | Q3 2023 | 9 |
Your Advocates Ltd., LLP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.33% | 0.61% | Q2 2021 | Q3 2023 | 9 |
EASTERN BANK | 9 | 9 | 0.02% | 0.48% | 0.81% | Q3 2021 | Q3 2023 | 9 |
New World Advisors LLC | 9 | 9 | 0.12% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Soros Fund Management | 3 | 1 | 0.02% | 0.24% | 0.61% | Q3 2014 | Q2 2021 | 9 |
NORTHSTAR INVESTMENT ADVISORS LLC | 9 | 9 | 0.70% | 1.06% | 1.40% | Q2 2019 | Q2 2021 | 9 |
Lantz Financial LLC | 5 | 4 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Probity Advisors, Inc. | 7 | 2 | 0.06% | 0.09% | 0.15% | Q2 2021 | Q3 2023 | 9 |
SlateStone Wealth, LLC | 9 | 9 | 0.05% | 0.15% | 0.26% | Q1 2020 | Q1 2022 | 9 |
KANALY TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
CYPRESS ASSET MANAGEMENT INC/TX | 9 | 9 | 0.13% | 0.64% | 0.99% | Q2 2018 | Q2 2020 | 9 |
COLONY GROUP LLC | 7 | 2 | 0.01% | 0.12% | 0.28% | Q3 2015 | Q3 2023 | 9 |
Jupiter Investment Management Ltd | 4 | 1 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q2 2020 | 9 |
SIMON QUICK ADVISORS, LLC | 7 | 2 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 9 |
WASHINGTON TRUST Co | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 9 |
PFG Advisors | 4 | 2 | 0.02% | 0.08% | 0.20% | Q2 2020 | Q3 2023 | 9 |
Delta Investment Management, LLC | 7 | 2 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 9 |
CDAM (UK) Ltd | 6 | 3 | 5.89% | 9.99% | 12.93% | Q1 2020 | Q3 2023 | 9 |
HARBOR CAPITAL ADVISORS, INC. | 9 | 9 | 0.94% | 2.22% | 3.85% | Q4 2021 | Q4 2023 | 9 |
QUEST INVESTMENT MANAGEMENT LLC | 9 | 9 | 0.34% | 1.08% | 1.59% | Q3 2020 | Q3 2022 | 9 |
Global Trust Asset Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.40% | Q3 2018 | Q3 2023 | 9 |
ICICI Prudential Asset Management Co Ltd | 6 | 3 | 0.64% | 1.25% | 2.56% | Q1 2021 | Q2 2023 | 9 |
Vigilare Wealth Management | 9 | 9 | 0.20% | 0.33% | 0.37% | Q1 2020 | Q1 2022 | 9 |
Prime Capital Investment Advisors, LLC | 6 | 3 | 0.00% | 0.05% | 0.12% | Q3 2020 | Q3 2023 | 9 |
First Allied Advisory Services, Inc. | 5 | 4 | 0.02% | 0.05% | 0.16% | Q1 2018 | Q3 2020 | 9 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 9 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2014 | Q3 2016 | 8 |
Sciencast Management LP | 2 | 1 | 0.11% | 0.51% | 0.93% | Q4 2015 | Q1 2022 | 8 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 4 | 1 | 0.03% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.21% | 0.29% | Q4 2021 | Q3 2023 | 8 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.01% | 0.06% | 0.23% | Q4 2015 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.29% | 0.47% | 0.58% | Q4 2020 | Q3 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.07% | 0.13% | 0.17% | Q4 2021 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.59% | 1.17% | 2.07% | Q4 2021 | Q3 2023 | 8 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.18% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q2 2022 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.04% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 4 | 4 | 0.86% | 3.44% | 13.79% | Q3 2019 | Q4 2021 | 8 |
Paradigm Financial Advisors, LLC | 8 | 8 | 0.08% | 0.44% | 0.66% | Q1 2020 | Q4 2021 | 8 |
David J Yvars Group | 6 | 2 | 0.18% | 0.72% | 4.28% | Q4 2020 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.15% | 0.35% | 0.92% | Q4 2021 | Q3 2023 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.89% | 1.09% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Metis Global Partners, LLC | 8 | 8 | 0.21% | 0.27% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.11% | 0.23% | 0.47% | Q4 2021 | Q3 2023 | 8 |
ROVIN CAPITAL /UT/ /ADV | 8 | 8 | 0.12% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Optimal Asset Management, Inc. | 8 | 8 | 0.32% | 0.64% | 0.94% | Q4 2019 | Q3 2021 | 8 |
Windsor Wealth Management, Inc. | 8 | 8 | 0.07% | 0.10% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.46% | 0.78% | 1.50% | Q4 2021 | Q3 2023 | 8 |
TOMPKINS FINANCIAL CORP | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 8 |
BANBURY PARTNERS LLC | 8 | 8 | 2.22% | 5.62% | 8.89% | Q1 2018 | Q4 2019 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Iyo Bank, Ltd. | 8 | 8 | 0.60% | 1.05% | 1.50% | Q4 2021 | Q3 2023 | 8 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
AlphaOne Investment Services, LLC | 6 | 1 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q1 2017 | 8 |
Enterprise Trust & Investment Co | 8 | 8 | 0.62% | 0.84% | 1.11% | Q3 2020 | Q2 2022 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.20% | 0.37% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.24% | 0.34% | 0.45% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Perennial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2021 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.05% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HERITAGE INVESTORS MANAGEMENT CORP | 8 | 8 | 0.04% | 0.31% | 0.48% | Q4 2021 | Q3 2023 | 8 |
CSat Investment Advisory, L.P. | 8 | 8 | 0.01% | 0.06% | 0.15% | Q2 2019 | Q1 2021 | 8 |
Quantitative Systematic Strategies LLC | 3 | 1 | 0.09% | 0.25% | 0.62% | Q2 2017 | Q1 2021 | 8 |
Weiss Asset Management LP | 6 | 1 | 0.01% | 0.08% | 0.49% | Q1 2018 | Q3 2023 | 8 |
Assured Investment Management LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q1 2019 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.12% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 8 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 8 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.20% | 0.67% | Q2 2018 | Q4 2022 | 8 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 0.89% | 1.81% | 2.64% | Q4 2014 | Q1 2021 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.22% | 0.32% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Lynch Asset Management, Inc. | 8 | 8 | 1.71% | 2.37% | 2.98% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Duquesne Family Office | 7 | 1 | 0.66% | 1.83% | 5.01% | Q2 2017 | Q1 2020 | 8 |
Wealth Management Partners, LLC | 5 | 3 | 0.16% | 0.32% | 0.48% | Q4 2020 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Prospera Financial Services Inc | 7 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 8 |
Lane Generational LLC | 8 | 8 | 3.76% | 4.99% | 6.40% | Q4 2021 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 3 | 2 | 0.00% | 0.03% | 0.14% | Q3 2017 | Q3 2022 | 8 |
MCF Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Vantage Consulting Group Inc | 4 | 1 | 0.01% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 8 |
Winch Advisory Services, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 2.32% | 2.60% | 3.17% | Q4 2021 | Q3 2023 | 8 |
SRS Investment Management, LLC | 8 | 8 | 0.49% | 1.25% | 2.44% | Q1 2015 | Q4 2016 | 8 |
LGT Group Foundation | 8 | 8 | 0.73% | 0.88% | 1.02% | Q4 2021 | Q3 2023 | 8 |
COZAD ASSET MANAGEMENT INC | 7 | 1 | 0.03% | 0.20% | 0.33% | Q4 2020 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 4 | 2 | 0.00% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 8 |
Gladstone Institutional Advisory LLC | 5 | 3 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.17% | 0.25% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Merlin Capital, Inc | 8 | 8 | 0.94% | 1.58% | 2.47% | Q4 2021 | Q3 2023 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 4.78% | 9.31% | 11.86% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.55% | 0.83% | 1.30% | Q4 2021 | Q3 2023 | 8 |
LGT Fund Management Co Ltd. | 8 | 8 | 0.10% | 0.65% | 1.67% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.14% | 0.27% | 0.52% | Q1 2016 | Q2 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.03% | 0.22% | 0.46% | Q4 2019 | Q1 2023 | 8 |
Richwood Investment Advisors, LLC | 8 | 8 | 2.25% | 2.87% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Virtu Financial LLC | 2 | 1 | 0.04% | 0.15% | 0.33% | Q3 2016 | Q2 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.42% | 0.52% | 0.63% | Q4 2021 | Q4 2023 | 8 |
Stelac Advisory Services LLC | 8 | 8 | 0.10% | 0.16% | 0.28% | Q2 2021 | Q1 2023 | 8 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.30% | 0.37% | 0.43% | Q1 2020 | Q1 2022 | 8 |
Strategic Vision Investment Ltd | 4 | 1 | 0.27% | 6.11% | 28.45% | Q4 2019 | Q4 2022 | 8 |
Veracity Capital LLC | 3 | 2 | 0.05% | 0.10% | 0.13% | Q4 2019 | Q1 2022 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.62% | 0.77% | 1.19% | Q4 2021 | Q3 2023 | 8 |
PDS Planning, Inc | 4 | 4 | 0.03% | 0.09% | 0.23% | Q3 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.15% | 0.19% | 0.28% | Q3 2021 | Q2 2023 | 8 |
WealthPLAN Partners, LLC | 4 | 1 | 0.01% | 0.04% | 0.15% | Q2 2021 | Q4 2023 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q1 2023 | 8 |
Adero Partners, LLC | 8 | 8 | 0.16% | 0.22% | 0.37% | Q4 2021 | Q3 2023 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q3 2022 | 8 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2019 | 8 |
Oxler Private Wealth LLC | 7 | 1 | 0.06% | 0.13% | 0.16% | Q4 2020 | Q4 2022 | 8 |
Laidlaw Wealth Management LLC | 8 | 8 | 0.11% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Summit Financial, LLC | 5 | 3 | 0.02% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 8 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 8 | 8 | 0.07% | 0.19% | 0.35% | Q1 2017 | Q4 2018 | 8 |
Teza Capital Management LLC | 4 | 1 | 0.10% | 0.21% | 0.46% | Q4 2020 | Q3 2023 | 8 |
CIM, LLC | 8 | 8 | 0.13% | 0.19% | 0.23% | Q2 2019 | Q1 2021 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.00% | 0.05% | 0.10% | Q2 2020 | Q1 2022 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Estabrook Capital Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SteelPeak Wealth, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q1 2022 | 8 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 6 | 2 | 0.00% | 0.16% | 0.65% | Q3 2015 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.04% | 0.41% | 0.82% | Q2 2016 | Q4 2021 | 8 |
Investment Research & Advisory Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GHP Investment Advisors, Inc. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 8 |
HighPoint Advisor Group LLC | 7 | 1 | 0.05% | 0.13% | 0.19% | Q1 2020 | Q2 2022 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.45% | 0.49% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.12% | 0.28% | 0.55% | Q4 2021 | Q3 2023 | 8 |
B. Metzler seel. Sohn & Co. AG | 8 | 8 | 0.10% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Alpha Family Trust | 8 | 8 | 2.27% | 6.00% | 7.63% | Q4 2020 | Q3 2022 | 8 |
Azimuth Capital Management LLC | 8 | 8 | 0.76% | 0.87% | 1.04% | Q2 2020 | Q1 2022 | 8 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q2 2023 | 8 |
FormulaFolio Investments, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 8 |
FULTON BANK, N.A. | 8 | 8 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 8 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2018 | 8 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Evolution Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 8 |
Tenere Capital LLC | 8 | 8 | 2.52% | 5.50% | 8.45% | Q4 2021 | Q3 2023 | 8 |
West Family Investments, Inc. | 4 | 4 | 0.08% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 8 |
State of Wyoming | 7 | 1 | 0.01% | 0.16% | 0.38% | Q1 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.11% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Tradewinds Capital Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2022 | 8 |
Covestor Ltd | 8 | 8 | 0.05% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO | 8 | 8 | 0.96% | 1.26% | 1.81% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.08% | 0.18% | Q3 2020 | Q3 2023 | 8 |
FORA Capital, LLC | 3 | 2 | 0.09% | 0.51% | 0.92% | Q3 2020 | Q2 2023 | 8 |
PINNACLE ASSOCIATES LTD | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 8 |
FULLER & THALER ASSET MANAGEMENT, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2015 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.18% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.22% | 0.26% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.94% | 1.06% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 0.20% | 0.29% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Fluent Financial, LLC | 7 | 7 | 0.16% | 0.76% | 1.38% | Q1 2022 | Q3 2023 | 7 |
BANCED CORP | 7 | 7 | 0.21% | 0.27% | 0.31% | Q4 2013 | Q2 2015 | 7 |
Alight Capital Management LP | 2 | 1 | 0.65% | 2.01% | 4.28% | Q2 2019 | Q3 2023 | 7 |
Fulcrum Asset Management LLP | 4 | 3 | 0.24% | 0.49% | 0.94% | Q2 2020 | Q1 2022 | 7 |
Savior LLC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q2 2021 | 7 |
Aperture Investors, LLC | 7 | 7 | 0.34% | 0.53% | 0.90% | Q1 2022 | Q3 2023 | 7 |
AMS Capital Ltda | 4 | 3 | 1.17% | 2.73% | 3.56% | Q3 2019 | Q2 2021 | 7 |
Elite Wealth Management, Inc. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2020 | Q4 2021 | 7 |
KCL Capital, L.P. | 5 | 2 | 0.53% | 2.02% | 5.16% | Q3 2020 | Q2 2023 | 7 |
Bridgecreek Investment Management, LLC | 7 | 7 | 0.13% | 0.24% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
RKL Wealth Management LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Hexavest Inc. | 7 | 7 | 0.17% | 0.26% | 0.31% | Q1 2020 | Q3 2021 | 7 |
BHF Kleinwort Benson Group S.A. | 6 | 1 | 0.01% | 0.08% | 0.13% | Q1 2014 | Q4 2015 | 7 |
CULLINAN ASSOCIATES INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Kolinsky Wealth Management, LLC | 4 | 3 | 0.27% | 0.38% | 0.57% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MEITAV INVESTMENT HOUSE LTD | 7 | 7 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q4 2020 | 7 |
Disciplined Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
South Street Advisors LLC | 7 | 7 | 1.09% | 1.82% | 2.89% | Q1 2022 | Q3 2023 | 7 |
VALINOR MANAGEMENT, L.P. | 4 | 3 | 2.60% | 3.21% | 4.29% | Q1 2018 | Q1 2020 | 7 |
Folger Hill Asset Management LP | 6 | 1 | 0.02% | 0.40% | 1.07% | Q1 2016 | Q1 2018 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Lattice Capital Management, LLC | 7 | 7 | 0.08% | 0.41% | 1.27% | Q4 2021 | Q2 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.28% | 0.35% | 0.49% | Q4 2021 | Q2 2023 | 7 |
Maytus Capital Management, LLC | 3 | 1 | 3.29% | 4.27% | 6.24% | Q4 2020 | Q2 2023 | 7 |
PointState Capital LP | 3 | 1 | 0.09% | 1.47% | 2.85% | Q3 2017 | Q2 2021 | 7 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 7 |
Junson Asset Management (Hong Kong) Ltd | 7 | 7 | 2.67% | 5.34% | 8.70% | Q4 2020 | Q2 2022 | 7 |
Ten Capital Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 7 |
UNIVERSITY OF NOTRE DAME DU LAC | 7 | 7 | 2.41% | 2.91% | 3.45% | Q3 2019 | Q1 2021 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q4 2022 | 7 |
3G Capital Partners | 5 | 2 | 2.69% | 7.94% | 16.62% | Q1 2020 | Q4 2022 | 7 |
MIROVA | 6 | 1 | 0.01% | 0.31% | 0.56% | Q3 2020 | Q3 2023 | 7 |
Coronation Fund Managers Ltd. | 4 | 3 | 0.08% | 0.12% | 0.19% | Q1 2019 | Q3 2023 | 7 |
Titus Wealth Management | 4 | 3 | 0.10% | 0.13% | 0.17% | Q2 2020 | Q2 2022 | 7 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 3 | 0.01% | 0.08% | 0.18% | Q2 2017 | Q2 2019 | 7 |
Walter Public Investments Inc. | 7 | 7 | 2.16% | 2.78% | 3.13% | Q1 2022 | Q3 2023 | 7 |
Golden Green, Inc. | 5 | 2 | 0.18% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 7 |
Fullerton Fund Management Co Ltd. | 4 | 3 | 0.17% | 0.51% | 1.48% | Q3 2020 | Q3 2023 | 7 |
North Fourth Asset Management, LP | 2 | 1 | 0.28% | 1.63% | 3.54% | Q4 2018 | Q3 2022 | 7 |
Barrier Capital Management, LLC | 7 | 7 | 3.77% | 7.18% | 12.43% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Joho Capital | 6 | 1 | 0.49% | 0.84% | 2.78% | Q4 2019 | Q1 2022 | 7 |
New England Investment & Retirement Group, Inc. | 7 | 7 | 0.07% | 0.35% | 0.55% | Q1 2020 | Q3 2021 | 7 |
Sustainable Insight Capital Management, LLC | 5 | 2 | 0.12% | 0.18% | 0.24% | Q4 2020 | Q2 2023 | 7 |
Greenwoods Asset Management Ltd | 7 | 7 | 0.08% | 0.12% | 0.16% | Q2 2019 | Q4 2020 | 7 |
Interchange Capital Partners, LLC | 4 | 3 | 0.12% | 0.22% | 0.38% | Q4 2020 | Q3 2023 | 7 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 1 | 0.03% | 0.06% | 0.10% | Q1 2015 | Q3 2019 | 7 |
Vancity Investment Management Ltd | 7 | 7 | 0.98% | 1.75% | 2.18% | Q1 2022 | Q3 2023 | 7 |
HAMILTON LANE ADVISORS LLC | 7 | 7 | 0.81% | 4.67% | 9.93% | Q2 2013 | Q4 2014 | 7 |
MANNING & NAPIER ADVISORS LLC | 7 | 7 | 1.91% | 2.60% | 3.22% | Q1 2016 | Q3 2017 | 7 |
Biondo Investment Advisors, LLC | 4 | 3 | 0.26% | 0.74% | 1.43% | Q2 2020 | Q3 2023 | 7 |
GARDNER LEWIS ASSET MANAGEMENT L P | 4 | 1 | 0.11% | 0.42% | 0.65% | Q3 2015 | Q3 2023 | 7 |
LBMC INVESTMENT ADVISORS, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
MFA WEALTH ADVISORS, LLC | 6 | 1 | 0.01% | 0.41% | 1.08% | Q2 2020 | Q3 2023 | 7 |
RS INVESTMENT MANAGEMENT CO LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2014 | Q2 2016 | 7 |
Chiron Investment Management, LLC | 4 | 1 | 1.86% | 2.45% | 3.28% | Q1 2020 | Q3 2023 | 7 |
NorthCoast Asset Management LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SYNTAX ADVISORS, LLC | 4 | 3 | 0.18% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 7 |
Redmond Asset Management, LLC | 7 | 7 | 0.27% | 0.34% | 0.40% | Q1 2022 | Q3 2023 | 7 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2018 | 7 |
DSAM Partners (London) Ltd | 3 | 1 | 1.92% | 3.01% | 4.72% | Q1 2018 | Q4 2020 | 7 |
QUENTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.33% | 2.50% | 8.10% | Q3 2015 | Q4 2017 | 7 |
Heartland Bank & Trust Co | 7 | 7 | 0.28% | 0.60% | 0.87% | Q4 2020 | Q2 2022 | 7 |
Alera Investment Advisors, LLC | 5 | 2 | 0.01% | 0.11% | 0.23% | Q4 2018 | Q1 2023 | 7 |
CAPITAL ONE FINANCIAL CORP | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2020 | Q3 2021 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Crestline Management, LP | 3 | 1 | 0.08% | 0.29% | 0.57% | Q1 2017 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.24% | 0.36% | 0.54% | Q1 2022 | Q3 2023 | 7 |
Rheos Capital Works Inc. | 7 | 7 | 0.54% | 1.21% | 2.00% | Q1 2022 | Q3 2023 | 7 |
Benchmark Financial Wealth Advisors, LLC | 4 | 3 | 0.09% | 0.14% | 0.19% | Q2 2020 | Q1 2022 | 7 |
MU Investments Co., Ltd. | 7 | 7 | 0.08% | 0.10% | 0.14% | Q3 2014 | Q1 2016 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Delos Wealth Advisors, LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 7 |
Morningstar Investment Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
SP Asset Management | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
VETAMER CAPITAL MANAGEMENT, L.P. | 7 | 7 | 1.72% | 3.37% | 4.89% | Q4 2021 | Q2 2023 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
MAVERICK CAPITAL LTD | 2 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.03% | 0.16% | 0.35% | Q2 2021 | Q4 2022 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Requisite Capital Management, LLC | 7 | 7 | 0.14% | 0.20% | 0.27% | Q4 2018 | Q2 2020 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Baader Bank Aktiengesellschaft | 4 | 3 | 0.02% | 0.07% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Fund Management at Engine No. 1 LLC | 7 | 7 | 0.21% | 0.24% | 0.27% | Q1 2022 | Q3 2023 | 7 |
ARK Investment Management | 4 | 3 | 0.09% | 0.20% | 0.35% | Q4 2016 | Q3 2018 | 7 |
Executive Wealth Management, LLC | 7 | 7 | 0.14% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
DONALDSON CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 6 | 1 | 0.05% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2021 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.31% | 0.46% | Q4 2021 | Q2 2023 | 7 |
Blueshift Asset Management, LLC | 5 | 1 | 0.11% | 0.37% | 0.62% | Q2 2019 | Q3 2022 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Waratah Capital Advisors Ltd. | 5 | 1 | 0.02% | 1.13% | 2.74% | Q4 2015 | Q4 2022 | 7 |
USCA RIA LLC | 3 | 2 | 0.02% | 0.05% | 0.15% | Q2 2018 | Q2 2021 | 7 |
Bryn Mawr Capital Management, LLC | 7 | 7 | 0.12% | 0.25% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Intersect Capital LLC | 7 | 7 | 0.06% | 0.09% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Burgundy Asset Management Ltd. | 7 | 7 | 0.12% | 0.93% | 1.20% | Q2 2021 | Q4 2022 | 7 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 2 | 1 | 0.08% | 0.64% | 1.64% | Q2 2015 | Q3 2022 | 7 |
ShearLink Capital, LLC | 7 | 7 | 5.90% | 9.17% | 11.09% | Q1 2016 | Q3 2017 | 7 |
Scott & Selber, Inc. | 7 | 7 | 0.97% | 1.18% | 1.45% | Q1 2018 | Q3 2019 | 7 |
Edgewood Management | 7 | 7 | 3.04% | 4.95% | 5.78% | Q1 2022 | Q3 2023 | 7 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q4 2021 | 7 |
Ferris Capital, LLC | 4 | 3 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q1 2022 | 7 |
Linscomb & Williams, Inc. | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Commonwealth Equity Services, Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 7 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
First American Bank | 7 | 7 | 0.02% | 0.11% | 0.26% | Q2 2020 | Q4 2021 | 7 |
Bridgewater Associates | 5 | 2 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q4 2020 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.21% | 0.27% | 0.35% | Q1 2022 | Q3 2023 | 7 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.35% | 1.29% | Q1 2018 | Q2 2023 | 7 |
Miura Global Management | 5 | 1 | 1.41% | 3.67% | 6.52% | Q1 2014 | Q2 2022 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TREMBLANT CAPITAL GROUP | 5 | 1 | 1.93% | 2.70% | 3.66% | Q2 2017 | Q3 2019 | 7 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 6 | 0.66% | 0.93% | 1.17% | Q2 2022 | Q3 2023 | 6 |
CARLSON CAPITAL L P | 4 | 1 | 0.04% | 0.23% | 0.40% | Q1 2016 | Q3 2023 | 6 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 2 | 0.20% | 0.39% | 0.51% | Q4 2019 | Q4 2023 | 6 |
INTECH INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
DERBY & COMPANY, INC | 6 | 6 | 0.18% | 0.20% | 0.22% | Q2 2020 | Q3 2021 | 6 |
HighTower Trust Company, N.A. | 6 | 6 | 0.04% | 0.09% | 0.21% | Q4 2021 | Q1 2023 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 6 |
SUN LIFE FINANCIAL INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
CLINTON GROUP INC | 3 | 1 | 0.02% | 0.11% | 0.22% | Q2 2015 | Q1 2017 | 6 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 5 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q2 2023 | 6 |
OKABENA INVESTMENT SERVICES INC | 5 | 1 | 0.36% | 0.55% | 1.05% | Q1 2020 | Q3 2022 | 6 |
Penn Capital Management Company, LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q2 2014 | Q3 2015 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 6 |
Chesley Taft & Associates LLC | 4 | 2 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.09% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 6 |
SEI TRUST CO | 6 | 6 | 0.06% | 0.14% | 0.22% | Q2 2013 | Q3 2014 | 6 |
S Squared Technology, LLC | 6 | 6 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Independent Portfolio Consultants, Inc. | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q2 2017 | 6 |
EMERALD MUTUAL FUND ADVISERS TRUST | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 6 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.06% | 0.32% | 1.05% | Q1 2017 | Q1 2023 | 6 |
American Investment Services, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Crow Point Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q1 2018 | 6 |
Valiant Capital Management, L.P. | 3 | 3 | 1.58% | 2.81% | 4.62% | Q1 2022 | Q3 2023 | 6 |
COWEN INC. | 5 | 1 | 0.01% | 0.24% | 0.61% | Q4 2016 | Q4 2018 | 6 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 6 |
Greystone Managed Investments Inc. | 6 | 6 | 0.22% | 0.33% | 0.43% | Q1 2018 | Q2 2019 | 6 |
TCTC Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 6 |
BSW Wealth Partners | 2 | 2 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 6 |
Brevan Howard Capital Management LP | 6 | 6 | 0.01% | 0.08% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Main Street Research LLC | 6 | 6 | 0.73% | 0.95% | 1.14% | Q4 2020 | Q1 2022 | 6 |
ARGI Investment Services, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Boston Trust Walden Corp | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Artemis Investment Management LLP | 5 | 1 | 0.01% | 0.12% | 0.22% | Q1 2020 | Q2 2022 | 6 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.04% | 0.14% | 0.27% | Q1 2015 | Q1 2020 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.40% | 0.84% | 1.58% | Q1 2019 | Q3 2023 | 6 |
Glaxis Capital Management, LLC | 3 | 1 | 0.52% | 4.14% | 9.27% | Q3 2013 | Q3 2019 | 6 |
AMF Tjanstepension AB | 6 | 6 | 0.21% | 0.44% | 1.14% | Q2 2022 | Q3 2023 | 6 |
Grandeur Peak Global Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
M Holdings Securities, Inc. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.26% | 0.36% | 0.43% | Q2 2021 | Q3 2022 | 6 |
Cerebellum GP, LLC | 3 | 1 | 0.09% | 0.19% | 0.30% | Q4 2017 | Q3 2020 | 6 |
Oakworth Capital, Inc. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 6 |
Princeton Alpha Management LP | 3 | 1 | 0.06% | 0.14% | 0.45% | Q1 2015 | Q4 2016 | 6 |
Riverview Trust Co | 4 | 2 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 6 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.18% | 0.51% | 1.18% | Q3 2014 | Q3 2019 | 6 |
Winslow, Evans & Crocker, Inc. | 4 | 2 | 0.00% | 0.08% | 0.16% | Q2 2019 | Q4 2020 | 6 |
HWG Holdings LP | 3 | 1 | 0.01% | 1.85% | 3.76% | Q4 2015 | Q4 2023 | 6 |
Stanley-Laman Group, Ltd. | 3 | 1 | 0.06% | 0.58% | 1.12% | Q4 2018 | Q3 2021 | 6 |
Malaga Cove Capital, LLC | 6 | 6 | 0.12% | 0.22% | 0.28% | Q2 2022 | Q3 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2020 | 6 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.14% | 0.30% | 0.60% | Q3 2017 | Q3 2019 | 6 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2021 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Harbor Spring Capital, LLC | 6 | 6 | 1.94% | 4.50% | 6.42% | Q3 2021 | Q4 2022 | 6 |
Immersion Capital LLP | 6 | 6 | 6.16% | 7.16% | 7.74% | Q4 2020 | Q1 2022 | 6 |
CMH Wealth Management LLC | 6 | 6 | 1.04% | 2.25% | 3.28% | Q2 2022 | Q3 2023 | 6 |
Highland Private Wealth Management | 6 | 6 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2022 | 6 |
SQN Investors LP | 6 | 6 | 1.34% | 5.77% | 7.84% | Q1 2020 | Q2 2021 | 6 |
Canal Capital Management, LLC | 6 | 6 | 0.25% | 0.37% | 0.45% | Q2 2022 | Q3 2023 | 6 |
Silicon Valley Capital Partners | 6 | 6 | 0.09% | 0.53% | 0.98% | Q2 2022 | Q3 2023 | 6 |
IBEX WEALTH ADVISORS | 6 | 6 | 0.61% | 0.68% | 0.76% | Q2 2021 | Q3 2022 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
THAMES CAPITAL MANAGEMENT LLC | 2 | 1 | 0.25% | 2.77% | 5.83% | Q4 2017 | Q3 2022 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q2 2021 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.76% | 0.94% | 1.15% | Q2 2021 | Q3 2022 | 6 |
Crewe Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q2 2023 | 6 |
Farmers & Merchants Trust Co of Long Beach | 6 | 6 | 0.07% | 0.12% | 0.20% | Q2 2021 | Q3 2022 | 6 |
WELD CAPITAL MANAGEMENT LLC | 4 | 1 | 0.06% | 0.28% | 0.68% | Q4 2018 | Q4 2020 | 6 |
Chicago Capital, LLC | 6 | 6 | 0.02% | 0.76% | 1.53% | Q2 2022 | Q3 2023 | 6 |
GABLES CAPITAL MANAGEMENT INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 6 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.02% | 0.29% | 1.28% | Q2 2022 | Q3 2023 | 6 |
Totem Point Management, LLC | 5 | 1 | 3.14% | 4.29% | 5.59% | Q1 2019 | Q1 2022 | 6 |
Old North State Trust, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Arabesque Asset Management Ltd | 2 | 1 | 0.15% | 1.92% | 4.80% | Q1 2019 | Q2 2022 | 6 |
Strategic Blueprint, LLC | 3 | 3 | 0.05% | 0.10% | 0.19% | Q2 2020 | Q4 2021 | 6 |
Lake Point Wealth Management | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 6 |
Bain Capital Public Equity Management II, LLC | 5 | 1 | 1.59% | 3.17% | 5.80% | Q4 2020 | Q2 2022 | 6 |
Van Leeuwen & Company, LLC | 3 | 3 | 1.16% | 1.66% | 2.51% | Q2 2020 | Q4 2021 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2021 | 6 |
Quilter Plc | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.07% | 0.12% | 0.20% | Q3 2021 | Q3 2023 | 6 |
Stony Point Capital LLC | 6 | 6 | 1.61% | 3.17% | 4.65% | Q2 2022 | Q3 2023 | 6 |
Golden State Wealth Management, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Woodline Partners LP | 5 | 1 | 0.16% | 0.45% | 0.84% | Q3 2021 | Q3 2023 | 6 |
Perennial Investment Advisors, LLC | 6 | 6 | 0.19% | 0.24% | 0.29% | Q4 2019 | Q1 2021 | 6 |
Fortis Capital Management LLC | 4 | 2 | 0.15% | 0.48% | 1.15% | Q1 2021 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 5 | 1 | 0.01% | 0.23% | 1.24% | Q1 2021 | Q3 2023 | 6 |
Summit Wealth Group, LLC | 5 | 1 | 0.00% | 0.23% | 0.35% | Q4 2020 | Q1 2023 | 6 |
1776 Wealth LLC | 3 | 3 | 0.01% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 6 |
Sculati Wealth Management, LLC | 6 | 6 | 0.28% | 0.67% | 1.00% | Q2 2022 | Q3 2023 | 6 |
WEALTH ADVISORS, INC. | 6 | 6 | 0.26% | 0.32% | 0.41% | Q4 2019 | Q1 2021 | 6 |
Standard Family Office LLC | 3 | 1 | 0.07% | 0.81% | 2.08% | Q4 2020 | Q3 2022 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
One01 Capital, LP | 2 | 2 | 1.61% | 3.14% | 4.48% | Q2 2021 | Q2 2023 | 6 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 6 |
LifePro Asset Management | 4 | 2 | 2.79% | 3.82% | 5.15% | Q2 2020 | Q2 2022 | 6 |
Annapolis Financial Services, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.14% | 0.35% | Q4 2020 | Q3 2023 | 6 |
Golden State Equity Partners | 4 | 2 | 0.06% | 0.29% | 0.49% | Q2 2021 | Q3 2023 | 6 |
SITTNER & NELSON, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Legacy Wealth Asset Management, LLC | 6 | 6 | 0.11% | 0.48% | 0.66% | Q2 2022 | Q3 2023 | 6 |
Everhart Financial Group, Inc. | 6 | 6 | 0.11% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.16% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Bradley & Co. Private Wealth Management, LLC | 6 | 6 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Accurate Wealth Management, LLC | 5 | 1 | 0.11% | 0.21% | 0.32% | Q1 2022 | Q3 2023 | 6 |
Cross Staff Investments Inc | 3 | 3 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 6 |
Steward Financial Group LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Sandy Cove Advisors, LLC | 3 | 3 | 0.21% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 6 |
Czech National Bank | 6 | 6 | 0.24% | 0.29% | 0.36% | Q3 2022 | Q4 2023 | 6 |
Noble Path Asset Management LP | 6 | 6 | 4.92% | 8.43% | 23.06% | Q4 2021 | Q1 2023 | 6 |
PURSUE WEALTH PARTNERS LLC | 6 | 6 | 0.26% | 1.13% | 1.79% | Q4 2021 | Q1 2023 | 6 |
EFG Asset Management (North America) Corp. | 3 | 3 | 0.12% | 0.24% | 0.35% | Q4 2021 | Q3 2023 | 6 |
Cladis Investment Advisory, LLC | 6 | 6 | 0.24% | 0.26% | 0.28% | Q4 2021 | Q1 2023 | 6 |
Forum Financial Management, LP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
Redwood Financial Network Corp | 4 | 2 | 0.24% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 6 |
BMS Financial Advisors, LLC | 6 | 6 | 0.16% | 0.31% | 0.44% | Q4 2021 | Q1 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.11% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 6 |
Twenty Acre Capital LP | 6 | 6 | 4.79% | 6.65% | 8.71% | Q2 2022 | Q3 2023 | 6 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.21% | Q1 2022 | Q4 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.38% | 0.76% | 1.07% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.53% | 1.10% | 2.16% | Q4 2021 | Q1 2023 | 6 |
Portman Square Capital LLP | 3 | 3 | 0.08% | 0.15% | 0.23% | Q1 2023 | Q3 2023 | 6 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 6 | 6 | 0.32% | 0.68% | 1.04% | Q2 2018 | Q3 2019 | 6 |
PFS INVESTMENTS INC. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
CAPITAL ONE, NATIONAL ASSOCIATION | 5 | 1 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q4 2019 | 6 |
MONEY CONCEPTS CAPITAL CORP | 5 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q1 2023 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 6 | 0.10% | 0.18% | 0.26% | Q3 2019 | Q4 2020 | 6 |
Union Bancaire Privee Asset Management LLC | 5 | 5 | 1.14% | 1.67% | 1.99% | Q1 2020 | Q1 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Pearl River Capital, LLC | 1 | 1 | 0.25% | 0.73% | 1.15% | Q4 2018 | Q1 2022 | 5 |
Neuburgh Advisers LLC | 5 | 5 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2019 | 5 |
Fosun International Ltd | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q1 2021 | 5 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.26% | 0.37% | Q3 2019 | Q1 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 5 |
Legacy Financial Advisors, Inc. | 3 | 2 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 5 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.02% | 0.22% | 0.77% | Q1 2020 | Q2 2023 | 5 |
CHOREO, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 5 |
CROSSLINK CAPITAL INC | 3 | 2 | 1.35% | 1.93% | 2.37% | Q2 2014 | Q3 2015 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
STEADFAST ADVISORS LP | 5 | 5 | 0.17% | 0.41% | 0.64% | Q3 2014 | Q3 2015 | 5 |
XTX Topco Ltd | 2 | 1 | 0.04% | 0.31% | 0.52% | Q2 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.62% | 1.22% | Q4 2020 | Q3 2023 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q3 2015 | 5 |
Parametrica Management Ltd | 2 | 1 | 0.31% | 1.18% | 2.63% | Q1 2016 | Q1 2023 | 5 |
Corvex Management LP | 4 | 1 | 0.99% | 4.25% | 6.14% | Q1 2018 | Q3 2019 | 5 |
Geneva Advisors, LLC | 4 | 1 | 0.20% | 0.45% | 0.85% | Q1 2014 | Q4 2015 | 5 |
ALGERT GLOBAL LLC | 3 | 1 | 0.02% | 0.15% | 0.41% | Q2 2019 | Q3 2023 | 5 |
MAZAMA CAPITAL MANAGEMENT INC | 5 | 5 | 0.00% | 0.06% | 0.11% | Q4 2014 | Q4 2015 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2019 | 5 |
BAHL & GAYNOR INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AdvisorShares Investments LLC | 4 | 1 | 0.07% | 0.28% | 0.43% | Q2 2020 | Q4 2021 | 5 |
Country Club Trust Company, n.a. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2021 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ziegler Capital Management, LLC | 3 | 2 | 0.10% | 0.35% | 0.68% | Q4 2021 | Q3 2023 | 5 |
Empire Capital Management, L.L.C. | 2 | 1 | 0.27% | 0.77% | 1.66% | Q2 2013 | Q2 2015 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2019 | 5 |
WealthTrust-Arizona, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Magnetar Financial LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2023 | 5 |
Sonora Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 2 | 0.07% | 0.76% | 1.90% | Q3 2015 | Q2 2021 | 5 |
DUALITY ADVISERS, LP | 4 | 1 | 0.17% | 0.32% | 0.48% | Q1 2022 | Q2 2023 | 5 |
BAIRD ROBERT W & CO INC /WI/ | 3 | 2 | 0.01% | 0.12% | 0.31% | Q3 2013 | Q1 2015 | 5 |
Elgethun Capital Management | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Perfromance Wealth Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2016 | 5 |
Boston Common Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Kathleen S. Wright Associates Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Parametric Risk Advisors LLC | 5 | 5 | 0.17% | 0.19% | 0.22% | Q4 2013 | Q4 2014 | 5 |
Visium Asset Management, LP | 2 | 1 | 0.02% | 0.06% | 0.13% | Q3 2013 | Q1 2016 | 5 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.03% | 0.09% | 0.16% | Q1 2018 | Q1 2021 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.61% | 0.79% | 0.97% | Q2 2021 | Q2 2022 | 5 |
ClariVest Asset Management LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 5 |
JACKSON SQUARE CAPITAL, LLC | 4 | 1 | 0.10% | 0.33% | 0.65% | Q1 2022 | Q3 2023 | 5 |
Blackstone Inc. | 3 | 2 | 0.05% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.15% | 0.38% | Q4 2018 | Q1 2021 | 5 |
TCWP LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 5 |
Alta Advisers Ltd | 5 | 5 | 0.14% | 0.17% | 0.19% | Q3 2022 | Q3 2023 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.20% | 0.29% | 0.34% | Q4 2022 | Q4 2023 | 5 |
ASTURIAS CAPITAL LLC | 3 | 2 | 4.42% | 5.82% | 7.86% | Q2 2017 | Q4 2019 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.02% | 0.06% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Stonegate Investment Group, LLC | 3 | 2 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 5 |
EPG Wealth Management LLC | 2 | 1 | 0.02% | 0.11% | 0.27% | Q4 2019 | Q3 2023 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 5 |
Disciplina Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.25% | 0.30% | 0.35% | Q1 2017 | Q1 2018 | 5 |
Meridian Financial Partners LLC | 5 | 5 | 0.77% | 1.07% | 1.27% | Q3 2022 | Q3 2023 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.14% | 0.31% | Q1 2023 | Q3 2023 | 5 |
Provenire Capital, LLC | 5 | 5 | 0.61% | 2.59% | 6.18% | Q3 2020 | Q3 2021 | 5 |
TIGER MANAGEMENT L.L.C. | 2 | 1 | 0.10% | 0.83% | 2.87% | Q1 2018 | Q1 2022 | 5 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
Charles Carroll Financial Partners, LLC | 3 | 1 | 0.36% | 0.53% | 0.61% | Q1 2022 | Q3 2023 | 5 |
Schubert & Co | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.12% | 0.54% | Q2 2018 | Q3 2022 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 5 | 5 | 0.06% | 0.09% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Karani Asset Management LLC | 5 | 5 | 0.57% | 0.96% | 1.52% | Q3 2022 | Q3 2023 | 5 |
Akaris Global Partners, LP | 4 | 1 | 3.46% | 5.01% | 5.83% | Q2 2022 | Q3 2023 | 5 |
Frontier Wealth Management LLC | 5 | 5 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q2 2022 | 5 |
WealthStone, Inc. | 4 | 1 | 0.20% | 0.38% | 0.84% | Q2 2019 | Q1 2021 | 5 |
Glen Harbor Capital Management LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2019 | 5 |
Newfound Research LLC | 4 | 1 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q4 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 5 | 5 | 4.98% | 6.55% | 9.82% | Q4 2019 | Q4 2020 | 5 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.10% | 0.37% | 0.98% | Q4 2020 | Q3 2022 | 5 |
Candlestick Capital Management LP | 4 | 1 | 0.69% | 1.51% | 2.30% | Q3 2021 | Q1 2023 | 5 |
ArrowMark Colorado Holdings LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.46% | 0.61% | Q1 2019 | Q2 2020 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.26% | 0.31% | 0.35% | Q4 2022 | Q4 2023 | 5 |
DC Investments Management, LLC | 4 | 1 | 0.60% | 0.64% | 0.72% | Q3 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q2 2022 | 5 |
Swedbank | 5 | 5 | 0.60% | 1.44% | 2.06% | Q4 2019 | Q4 2020 | 5 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 5 |
Bornite Capital Management LP | 2 | 1 | 1.52% | 2.79% | 4.68% | Q3 2021 | Q2 2023 | 5 |
FAYEZ SAROFIM & CO | 5 | 5 | 0.00% | 0.14% | 0.26% | Q2 2021 | Q2 2022 | 5 |
Sterling Investment Counsel, LLC | 4 | 1 | 0.17% | 0.30% | 0.42% | Q2 2022 | Q3 2023 | 5 |
Newman Dignan & Sheerar, Inc. | 5 | 5 | 0.05% | 0.08% | 0.09% | Q2 2021 | Q2 2022 | 5 |
AlpInvest Partners B.V. | 5 | 5 | 2.66% | 10.25% | 24.70% | Q2 2013 | Q2 2014 | 5 |
Edge Wealth Management LLC | 4 | 1 | 0.01% | 0.13% | 0.63% | Q3 2013 | Q1 2019 | 5 |
Sierra Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
USA FINANCIAL FORMULAS | 3 | 1 | 0.00% | 0.61% | 1.07% | Q4 2018 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.10% | 0.22% | 0.35% | Q4 2020 | Q4 2021 | 5 |
Olympiad Research LP | 4 | 1 | 0.11% | 0.13% | 0.16% | Q2 2020 | Q3 2022 | 5 |
PARADIGM ASSET MANAGEMENT CO LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 5 |
Richard Bernstein Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.03% | 0.11% | Q3 2021 | Q3 2023 | 5 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2019 | 5 |
WOODSTOCK CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Renasant Bank | 4 | 1 | 0.16% | 0.20% | 0.24% | Q2 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
Magnus Financial Group LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
Flinton Capital Management LLC | 5 | 5 | 0.00% | 0.04% | 0.12% | Q3 2018 | Q3 2019 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q2 2021 | 5 |
Greytown Advisors Inc. | 5 | 5 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Addison Advisors LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Union Point Advisors, LLC | 3 | 2 | 1.46% | 2.71% | 4.82% | Q4 2013 | Q1 2015 | 5 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 5 | 5 | 0.14% | 0.16% | 0.18% | Q2 2020 | Q2 2021 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.10% | 0.20% | Q2 2017 | Q3 2017 | 5 |
Select Equity Group, L.P. | 5 | 5 | 0.02% | 0.14% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Lombard Odier Asset Management (USA) Corp | 2 | 1 | 0.01% | 0.60% | 1.49% | Q3 2019 | Q4 2021 | 4 |
New Hampshire Trust | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.21% | 0.43% | 0.61% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.97% | 1.03% | 1.10% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.54% | 0.83% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.46% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.29% | 0.30% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.19% | 0.31% | 0.40% | Q4 2022 | Q3 2023 | 4 |
North Peak Capital Management, LLC | 4 | 4 | 9.52% | 11.88% | 13.97% | Q4 2019 | Q3 2020 | 4 |
Park Place Capital Corp | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Talbot Financial, LLC | 4 | 4 | 0.77% | 0.91% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Essex Savings Bank | 3 | 1 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.65% | 0.74% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Tilt Investment Management Holdings, PBC | 4 | 4 | 0.96% | 1.03% | 1.13% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.66% | 0.73% | 0.89% | Q2 2022 | Q3 2023 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2014 | Q3 2015 | 4 |
Next Capital Management LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2019 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.17% | 0.22% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.03% | 0.07% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 1.39% | 2.68% | 4.04% | Q4 2022 | Q3 2023 | 4 |
PAX Financial Group, LLC | 4 | 4 | 0.09% | 0.11% | 0.15% | Q4 2019 | Q3 2020 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 4 |
Hutchin Hill Capital, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2014 | Q1 2016 | 4 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.04% | 0.07% | Q1 2015 | Q2 2021 | 4 |
WMS Partners, LLC | 2 | 2 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q2 2015 | 4 |
Andar Capital Management HK Ltd | 3 | 1 | 4.50% | 7.65% | 10.49% | Q2 2021 | Q3 2023 | 4 |
Axel Capital Management, LLC | 4 | 4 | 0.54% | 0.69% | 0.94% | Q3 2020 | Q2 2021 | 4 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.05% | 0.12% | 0.19% | Q1 2022 | Q4 2022 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.03% | 0.16% | 0.48% | Q2 2023 | Q3 2023 | 4 |
Eventide Asset Management | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Marble Arch Investments | 4 | 4 | 1.39% | 3.73% | 6.70% | Q3 2017 | Q2 2018 | 4 |
Anfield Capital Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q4 2021 | 4 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
ARMISTICE CAPITAL, LLC | 2 | 1 | 0.00% | 0.14% | 0.33% | Q4 2021 | Q1 2023 | 4 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q1 2020 | 4 |
Newbrook Capital Advisors LP | 4 | 4 | 3.08% | 3.97% | 4.55% | Q1 2021 | Q4 2021 | 4 |
ALLEN OPERATIONS LLC | 4 | 4 | 3.61% | 4.12% | 4.44% | Q1 2016 | Q4 2016 | 4 |
NZS Capital, LLC | 4 | 4 | 0.24% | 0.97% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Geduld E E | 4 | 4 | 0.14% | 0.38% | 0.57% | Q2 2013 | Q1 2014 | 4 |
Santa Fe Partners LLC | 2 | 2 | 0.15% | 0.30% | 0.50% | Q4 2014 | Q4 2015 | 4 |
Alpha Paradigm Partners, LLC | 3 | 1 | 0.23% | 0.47% | 0.78% | Q4 2020 | Q4 2022 | 4 |
CLOVERFIELDS CAPITAL GROUP, LP | 4 | 4 | 0.32% | 0.61% | 0.94% | Q4 2022 | Q3 2023 | 4 |
BOK Financial Private Wealth, Inc. | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 4 |
KLINGENSTEIN FIELDS & CO LP | 4 | 4 | 0.51% | 0.63% | 0.73% | Q4 2022 | Q3 2023 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.57% | 0.67% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Sustainable Growth Advisers, LP | 3 | 1 | 0.01% | 1.37% | 1.92% | Q3 2014 | Q3 2023 | 4 |
MONETTA FINANCIAL SERVICES INC | 3 | 1 | 0.60% | 0.80% | 1.04% | Q3 2017 | Q3 2023 | 4 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 0.07% | 0.13% | 0.16% | Q1 2015 | Q4 2015 | 4 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.14% | 0.18% | Q1 2015 | Q3 2023 | 4 |
Rokos Capital Management LLP | 2 | 2 | 0.19% | 0.52% | 1.21% | Q3 2022 | Q3 2023 | 4 |
FACTORY MUTUAL INSURANCE CO | 4 | 4 | 0.20% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
B. Metzler seel. Sohn & Co. Holding AG | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
HCR Wealth Advisors | 3 | 1 | 0.05% | 0.13% | 0.34% | Q2 2020 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Vantage Financial Partners Ltd., Inc. | 4 | 4 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q1 2022 | 4 |
KG&L Capital Management,LLC | 2 | 1 | 0.11% | 0.14% | 0.19% | Q2 2021 | Q2 2023 | 4 |
FULTON BREAKEFIELD BROENNIMAN LLC | 3 | 1 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q1 2021 | 4 |
CHICAGO EQUITY PARTNERS LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q1 2020 | 4 |
MARIETTA INVESTMENT PARTNERS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2020 | Q4 2021 | 4 |
AHL Partners LLP | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 4 |
PIER 88 INVESTMENT PARTNERS LLC | 4 | 4 | 0.08% | 0.16% | 0.23% | Q2 2017 | Q1 2018 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.44% | 0.50% | 0.55% | Q2 2022 | Q3 2023 | 4 |
Verdence Capital Advisors LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SECOR Capital Advisors, LP | 1 | 1 | 0.04% | 0.11% | 0.19% | Q2 2016 | Q1 2018 | 4 |
Grace & Mercy Foundation, Inc. | 4 | 4 | 3.56% | 5.65% | 8.52% | Q4 2022 | Q3 2023 | 4 |
Quantamental Technologies LLC | 1 | 1 | 0.14% | 0.25% | 0.38% | Q2 2019 | Q3 2022 | 4 |
AVITY INVESTMENT MANAGEMENT INC. | 4 | 4 | 1.36% | 2.39% | 3.12% | Q4 2022 | Q3 2023 | 4 |
BFSG, LLC | 3 | 1 | 0.13% | 0.14% | 0.16% | Q3 2020 | Q2 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2019 | 4 |
E Fund Management (Hong Kong) Co., Ltd. | 3 | 1 | 0.03% | 1.20% | 4.08% | Q1 2020 | Q4 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.17% | 0.56% | 1.50% | Q4 2018 | Q1 2021 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 4 |
Index Management Solutions, LLC | 4 | 4 | 0.01% | 0.06% | 0.11% | Q4 2014 | Q3 2015 | 4 |
ATOMVEST Ltd | 4 | 4 | 15.91% | 19.44% | 23.70% | Q4 2022 | Q3 2023 | 4 |
OneAscent Financial Services LLC | 2 | 1 | 0.08% | 0.25% | 0.49% | Q1 2021 | Q3 2023 | 4 |
LMR Partners LLP | 2 | 1 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 4 |
Lowe Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Foundry Partners, LLC | 4 | 4 | 0.03% | 0.40% | 0.56% | Q4 2014 | Q3 2015 | 4 |
Perpetual Investment Management Ltd | 4 | 4 | 0.12% | 0.15% | 0.18% | Q1 2022 | Q4 2022 | 4 |
tru Independence LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
TIVERTON ASSET MANAGEMENT LLC | 4 | 4 | 0.02% | 0.16% | 0.38% | Q4 2018 | Q3 2019 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 4 |
Concentric Capital Strategies, LP | 2 | 2 | 0.04% | 0.19% | 0.40% | Q1 2022 | Q3 2023 | 4 |
INGALLS & SNYDER LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Corbenic Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.20% | 0.58% | 1.07% | Q1 2018 | Q3 2020 | 4 |
Lourd Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q2 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
BLOOM TREE PARTNERS, LLC | 2 | 2 | 1.09% | 1.65% | 2.30% | Q1 2018 | Q1 2019 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
Goodman Advisory Group, LLC | 4 | 4 | 0.01% | 0.55% | 1.06% | Q4 2021 | Q3 2022 | 4 |
Airain ltd | 1 | 1 | 0.02% | 0.10% | 0.24% | Q3 2014 | Q1 2017 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.15% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MARYLAND CAPITAL ADVISORS INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Dorsal Capital Management, LP | 2 | 2 | 4.11% | 5.34% | 6.34% | Q1 2019 | Q4 2022 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 1.18% | 1.41% | 1.60% | Q4 2022 | Q3 2023 | 4 |
NewSquare Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Burns Matteson Capital Management, LLC | 3 | 1 | 0.16% | 0.20% | 0.29% | Q4 2020 | Q4 2021 | 4 |
BBT Capital Management, LLC | 2 | 1 | 0.14% | 0.84% | 2.16% | Q2 2017 | Q3 2018 | 4 |
Avion Wealth | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.26% | 1.01% | Q2 2016 | Q4 2017 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
American Trust | 4 | 4 | 0.04% | 0.09% | 0.11% | Q4 2021 | Q3 2022 | 4 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 3 | 1 | 0.01% | 0.90% | 1.41% | Q3 2018 | Q3 2022 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.53% | 0.63% | 0.76% | Q4 2021 | Q3 2022 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Teca Partners, LP | 4 | 4 | 3.68% | 4.96% | 6.44% | Q4 2022 | Q3 2023 | 4 |
Resolute Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2022 | 4 |
Rampart Investment Management Company, LLC | 4 | 4 | 0.07% | 0.16% | 0.21% | Q4 2019 | Q3 2020 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.17% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Grandview Asset Management LLC | 3 | 1 | 0.04% | 0.52% | 0.73% | Q2 2019 | Q1 2021 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2022 | 4 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 4 | 0.45% | 0.53% | 0.61% | Q2 2021 | Q1 2022 | 4 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 4 | 4 | 1.58% | 1.70% | 1.84% | Q3 2018 | Q2 2019 | 4 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.14% | 0.16% | 0.16% | Q4 2021 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2021 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.65% | 0.79% | 0.92% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Group Investment Management Pte. Ltd. | 4 | 4 | 0.87% | 1.42% | 1.67% | Q4 2022 | Q3 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q2 2023 | 4 |
American Research & Management Co. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 4 |
Pinnacle Wealth Management Advisory Group, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
TPG Group Holdings (SBS) Advisors, Inc. | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Thematics Asset Management | 4 | 4 | 2.07% | 2.42% | 2.70% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.44% | 0.61% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Sepio Capital, LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.63% | 1.28% | 1.60% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.14% | 0.22% | 0.41% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Corundum Group, Inc. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.02% | 0.51% | 0.81% | Q1 2022 | Q4 2022 | 3 |
OSTERWEIS CAPITAL MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
DCM Advisors, LLC | 2 | 1 | 0.14% | 0.25% | 0.31% | Q4 2020 | Q4 2021 | 3 |
Seven Bridges Advisors LLC | 3 | 3 | 0.13% | 0.22% | 0.31% | Q1 2017 | Q3 2017 | 3 |
Intrinsic Edge Capital Management LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q2 2020 | Q4 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.27% | 0.73% | Q1 2017 | Q1 2021 | 3 |
Blue Chip Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
Constellation Investimentos e Participacoes Ltda | 3 | 3 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Kovitz Investment Group Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Vienna Asset Management LLC | 2 | 1 | 0.01% | 0.26% | 0.64% | Q4 2021 | Q3 2022 | 3 |
Csenge Advisory Group | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 3 | 0.18% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Cardan Capital Partners, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 3 |
VELA Investment Management, LLC | 3 | 3 | 0.34% | 0.44% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.11% | 0.25% | 0.37% | Q1 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.13% | 0.61% | 1.56% | Q3 2021 | Q1 2022 | 3 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 3 |
Tower View Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Amplius Wealth Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 3 |
Manatuck Hill Partners, LLC | 3 | 3 | 0.46% | 0.74% | 0.92% | Q2 2014 | Q4 2014 | 3 |
Legend Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.00% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Seven Harbour Global, LP | 2 | 2 | 0.46% | 3.27% | 5.97% | Q4 2015 | Q1 2016 | 3 |
Perpetual Ltd | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Blueprint Investment Partners LLC | 2 | 1 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 3 |
BERRY GROUP, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q2 2020 | Q4 2020 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 1 | 0.00% | 0.36% | 1.07% | Q4 2018 | Q2 2021 | 3 |
Highview Capital Management LLC/DE/ | 2 | 1 | 0.47% | 0.52% | 0.59% | Q4 2021 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Sanoor Capital Management LP | 3 | 3 | 2.86% | 5.58% | 7.67% | Q3 2018 | Q1 2019 | 3 |
Prana Capital Management, LP | 2 | 1 | 0.02% | 0.21% | 0.54% | Q4 2022 | Q3 2023 | 3 |
Prosperity Financial Group, Inc. | 3 | 3 | 0.22% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
AMJ Financial Wealth Management | 2 | 1 | 1.66% | 2.32% | 2.72% | Q1 2021 | Q3 2023 | 3 |
Engle Capital Management, L.P. | 2 | 1 | 1.28% | 1.66% | 2.14% | Q1 2019 | Q1 2020 | 3 |
PATTON FUND MANAGEMENT, INC. | 3 | 3 | 0.60% | 0.88% | 1.12% | Q3 2020 | Q1 2021 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Long Path Partners LP | 3 | 3 | 0.26% | 5.92% | 10.22% | Q4 2022 | Q2 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Morling Financial Advisors, LLC | 3 | 3 | 0.28% | 0.30% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Professional Financial Advisors, LLC | 2 | 1 | 0.15% | 0.20% | 0.25% | Q1 2021 | Q4 2021 | 3 |
V-Square Quantitative Management LLC | 3 | 3 | 0.42% | 0.49% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Janney Capital Management LLC | 3 | 3 | 0.48% | 0.60% | 0.69% | Q4 2022 | Q2 2023 | 3 |
Tiger Eye Capital LLC | 2 | 1 | 2.55% | 3.55% | 4.79% | Q1 2019 | Q2 2020 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.10% | 0.16% | Q4 2020 | Q1 2023 | 3 |
JMAC ENTERPRISES LLC | 2 | 1 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 3 |
FIRST NATIONAL BANK OF OMAHA | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 3 |
Conservest Capital Advisors, Inc. | 2 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 3 |
Claro Advisors LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 3 |
Vivaldi Capital Management LP | 3 | 3 | 0.09% | 0.11% | 0.12% | Q2 2020 | Q4 2020 | 3 |
TLP GROUP LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q2 2016 | Q2 2018 | 3 |
Lee Capital Asset Management LLC | 2 | 1 | 4.56% | 5.99% | 7.59% | Q4 2018 | Q4 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
First Affirmative Financial Network | 3 | 3 | 0.37% | 0.43% | 0.50% | Q2 2023 | Q4 2023 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.46% | 1.72% | 2.42% | Q3 2019 | Q3 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 2.10% | 2.50% | 3.13% | Q1 2023 | Q3 2023 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
D1 Capital Partners L.P. | 2 | 1 | 0.31% | 1.50% | 3.39% | Q4 2018 | Q4 2019 | 3 |
PROVENCE WEALTH MANAGEMENT GROUP | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
KEYSTONE INVESTORS PTE LTD | 2 | 1 | 0.21% | 1.84% | 4.92% | Q4 2022 | Q3 2023 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 3 | 3 | 0.18% | 0.26% | 0.40% | Q2 2019 | Q4 2019 | 3 |
Force Hill Capital Management LP | 2 | 1 | 2.66% | 4.25% | 5.09% | Q4 2020 | Q3 2023 | 3 |
Alpha Square Group S LLC | 3 | 3 | 0.04% | 0.12% | 0.26% | Q4 2021 | Q2 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Acrospire Investment Management LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q2 2017 | 3 |
Capital One Investing, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.16% | 1.86% | 3.35% | Q1 2019 | Q4 2020 | 3 |
Marquette Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.19% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
StrongBox Wealth, LLC | 3 | 3 | 0.19% | 0.23% | 0.26% | Q3 2020 | Q1 2021 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
ASB Consultores, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2022 | 3 |
BT Wealth Management LLC | 3 | 3 | 0.08% | 0.15% | 0.19% | Q3 2020 | Q1 2021 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q3 2021 | Q1 2022 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q2 2021 | Q4 2021 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2020 | Q1 2020 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.00% | 0.41% | 0.64% | Q4 2021 | Q2 2022 | 3 |
Stevens First Principles Investment Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q4 2014 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 0.00% | 0.32% | 0.71% | Q2 2020 | Q3 2023 | 3 |
CWA Asset Management Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 0.43% | 0.51% | 0.58% | Q1 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Employers Holdings, Inc. | 3 | 3 | 0.12% | 0.14% | 0.15% | Q3 2020 | Q1 2021 | 3 |
SMITH ASSET MANAGEMENT GROUP LP | 3 | 3 | 0.37% | 0.41% | 0.45% | Q2 2020 | Q4 2020 | 3 |
ADI CAPITAL MANAGEMENT LLC | 3 | 3 | 1.94% | 2.76% | 3.59% | Q2 2019 | Q4 2019 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
300 NORTH CAPITAL, LLC | 3 | 3 | 2.28% | 2.78% | 3.53% | Q4 2014 | Q2 2015 | 3 |
Dorsey Wright & Associates | 3 | 3 | 0.21% | 0.24% | 0.28% | Q2 2020 | Q4 2020 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.05% | 0.12% | 0.15% | Q1 2023 | Q3 2023 | 3 |
JT Stratford LLC | 3 | 3 | 0.06% | 0.21% | 0.51% | Q1 2023 | Q3 2023 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.02% | 0.13% | 0.34% | Q2 2020 | Q4 2020 | 3 |
Royal Fund Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2021 | 3 |
Telos Capital Management, Inc. | 3 | 3 | 0.12% | 0.28% | 0.36% | Q1 2023 | Q3 2023 | 3 |
ENGINE NO. 1 LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q2 2021 | Q4 2021 | 3 |
SAMLYN CAPITAL, LLC | 3 | 3 | 0.90% | 1.76% | 2.78% | Q1 2022 | Q3 2022 | 3 |
Copper Rock Capital Partners, LLC | 3 | 3 | 0.01% | 0.06% | 0.13% | Q4 2013 | Q2 2014 | 3 |
Passport Capital, LLC | 1 | 1 | 0.07% | 0.26% | 0.41% | Q1 2015 | Q2 2016 | 3 |
Austin Private Wealth, LLC | 2 | 2 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PGGM Investments | 3 | 3 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q2 2021 | 3 |
440 INVESTMENT GROUP, LLC | 3 | 3 | 0.51% | 0.69% | 0.79% | Q2 2017 | Q4 2017 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
United American Securities Inc. (d/b/a UAS Asset Management) | 2 | 1 | 0.14% | 0.28% | 0.41% | Q4 2020 | Q3 2021 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.41% | 2.18% | 3.09% | Q2 2015 | Q4 2022 | 3 |
Mosaic Family Wealth, LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q3 2017 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2016 | 3 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.18% | 0.45% | 0.89% | Q4 2020 | Q3 2023 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.25% | 0.28% | 0.31% | Q3 2021 | Q1 2022 | 3 |
HighVista Strategies LLC | 3 | 3 | 0.16% | 0.18% | 0.21% | Q2 2022 | Q4 2022 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 0.46% | 0.77% | 1.10% | Q3 2019 | Q1 2020 | 3 |
Westend Capital Management, LLC | 3 | 3 | 1.20% | 2.01% | 2.56% | Q1 2016 | Q3 2016 | 3 |
Jump Trading, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 3 |
AM INVESTMENT STRATEGIES LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Price Wealth, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2020 | 3 |
O'Neil Global Advisors, Inc. | 1 | 1 | 0.41% | 0.82% | 1.54% | Q3 2021 | Q3 2023 | 3 |
Haverford Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 1 | 1 | 0.14% | 0.39% | 0.68% | Q1 2022 | Q3 2023 | 3 |
BANK OF HAWAII | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ARGENT CAPITAL MANAGEMENT LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2020 | 3 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2018 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Graham Capital Management, L.P. | 1 | 1 | 0.02% | 0.11% | 0.24% | Q1 2018 | Q3 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.17% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Unigestion Holding SA | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q3 2021 | Q3 2023 | 3 |
AIA Investment Management Private Ltd | 2 | 1 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q3 2020 | 3 |
MARVIN & PALMER ASSOCIATES INC | 3 | 3 | 3.84% | 3.99% | 4.10% | Q1 2019 | Q3 2019 | 3 |
GLG INC. | 3 | 3 | 0.21% | 0.53% | 0.99% | Q2 2013 | Q4 2013 | 3 |
CenturyLink Investment Management Co | 2 | 1 | 0.03% | 0.11% | 0.15% | Q2 2014 | Q2 2015 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
ProVise Management Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
APPLIED RESEARCH INVESTMENTS, LLC | 3 | 3 | 1.21% | 2.39% | 3.01% | Q4 2021 | Q2 2022 | 3 |
Edge Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
KADENSA CAPITAL Ltd | 3 | 3 | 1.29% | 1.61% | 2.18% | Q3 2022 | Q1 2023 | 3 |
BNC WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 1.18% | 1.74% | Q3 2020 | Q3 2023 | 3 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q1 2018 | 3 |
SAWGRASS ASSET MANAGEMENT LLC | 3 | 3 | 1.22% | 1.29% | 1.38% | Q1 2023 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
FUNDSMITH INVESTMENT SERVICES LTD. | 3 | 3 | 3.34% | 3.50% | 3.70% | Q2 2021 | Q4 2021 | 3 |
Biltmore Wealth Management, LLC | 3 | 3 | 0.30% | 0.33% | 0.34% | Q3 2021 | Q1 2022 | 3 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 2 | 1 | 0.19% | 0.27% | 0.32% | Q4 2021 | Q3 2022 | 3 |
Credit Capital Investments LLC | 3 | 3 | 0.76% | 0.76% | 0.78% | Q3 2022 | Q1 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
COHEN & STEERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q3 2021 | Q1 2022 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.03% | 0.11% | 0.16% | Q3 2018 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Level Financial Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Machina Capital S.A.S. | 2 | 1 | 0.10% | 0.44% | 1.10% | Q2 2019 | Q1 2022 | 3 |
L2 Asset Management, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 3 | 3 | 4.21% | 4.62% | 4.84% | Q2 2017 | Q4 2017 | 3 |
DIKER MANAGEMENT LLC | 3 | 3 | 0.88% | 1.39% | 1.95% | Q2 2022 | Q4 2022 | 3 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q3 2018 | Q2 2023 | 3 |
Sculptor Capital LP | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2022 | 3 |
IAM Advisory, LLC | 2 | 1 | 0.21% | 0.38% | 0.52% | Q4 2020 | Q3 2023 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.20% | 0.27% | 0.35% | Q1 2016 | Q1 2018 | 3 |
Trivest Advisors Ltd | 3 | 3 | 0.22% | 2.02% | 3.67% | Q1 2023 | Q3 2023 | 3 |
Capital Investment Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2023 | 3 |
Cavalry Management Group, LLC | 1 | 1 | 0.15% | 3.81% | 8.49% | Q1 2021 | Q1 2023 | 3 |
Jabre Capital Partners S.A. | 1 | 1 | 0.10% | 0.44% | 0.64% | Q1 2016 | Q3 2018 | 3 |
Tairen Capital Ltd | 1 | 1 | 0.49% | 0.71% | 1.04% | Q1 2019 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2019 | 3 |
Steadview Capital Management LLC | 3 | 3 | 2.99% | 6.66% | 10.23% | Q4 2020 | Q2 2021 | 3 |
Diligent Investors, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q4 2021 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
StoneX Group Inc. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q3 2021 | Q2 2022 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
DAVIS R M INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2018 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.72% | 1.84% | Q2 2022 | Q3 2023 | 3 |
Leonard Green & Partners, L.P. | 2 | 1 | 0.35% | 1.80% | 3.53% | Q1 2019 | Q4 2019 | 3 |
Redwood Investment Management, LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 3 |
Perkins Coie Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 3 |
One River Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q1 2023 | 3 |
ORRSTOWN FINANCIAL SERVICES INC | 2 | 2 | 0.46% | 0.56% | 0.66% | Q4 2021 | Q1 2022 | 2 |
LEVITT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.41% | 0.62% | 0.84% | Q1 2014 | Q2 2014 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BBVA USA | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Saturna Capital CORP | 2 | 2 | 1.46% | 1.48% | 1.49% | Q2 2023 | Q3 2023 | 2 |
CR Intrinsic Investors, LLC | 2 | 2 | 0.14% | 0.23% | 0.32% | Q2 2013 | Q3 2013 | 2 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.10% | 0.12% | 0.14% | Q1 2021 | Q3 2022 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.47% | 0.49% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Fore Research & Management, LP | 2 | 2 | 0.05% | 0.10% | 0.14% | Q1 2014 | Q2 2014 | 2 |
Epoch Investment Partners, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Ibex Investors LLC | 1 | 1 | 0.72% | 0.76% | 0.79% | Q3 2021 | Q3 2021 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2018 | Q3 2018 | 2 |
Pensionfund DSM Netherlands | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Apex Capital Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2015 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.06% | 0.11% | Q3 2018 | Q1 2019 | 2 |
Pine River Capital Management L.P. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.12% | 0.38% | 0.64% | Q2 2022 | Q1 2023 | 2 |
Schonfeld Group Holdings LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2013 | Q1 2014 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.08% | 0.10% | 0.12% | Q1 2017 | Q2 2019 | 2 |
JAT CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.04% | 0.54% | 1.05% | Q1 2014 | Q2 2014 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2021 | Q1 2022 | 2 |
IPG Investment Advisors LLC | 2 | 2 | 0.13% | 0.21% | 0.29% | Q2 2023 | Q3 2023 | 2 |
Temasek Holdings (Private) Ltd | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Paul John Balson | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Busey Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 2 |
TRILLIUM ASSET MANAGEMENT, LLC | 2 | 2 | 0.78% | 0.98% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Pinnacle Wealth Management, LLC | 2 | 2 | 1.92% | 1.94% | 1.95% | Q2 2023 | Q3 2023 | 2 |
EverPoint Asset Management, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q3 2016 | 2 |
TITLEIST CAPITAL, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 2 |
CADENCE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.12% | 0.19% | Q4 2014 | Q1 2015 | 2 |
BURNEY CO/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 2 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 3.89% | 4.56% | 5.24% | Q3 2018 | Q4 2018 | 2 |
AQR Arbitrage LLC | 2 | 2 | 0.06% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q2 2021 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 2 | 2 | 0.03% | 1.27% | 2.51% | Q2 2023 | Q3 2023 | 2 |
CMC Financial Group | 2 | 2 | 1.35% | 1.39% | 1.42% | Q2 2019 | Q3 2019 | 2 |
NICHOLS & PRATT ADVISERS LLP /MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
COOKSON PEIRCE & CO INC | 2 | 2 | 0.61% | 0.62% | 0.62% | Q3 2021 | Q4 2021 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.27% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
DE BURLO GROUP INC | 1 | 1 | 1.40% | 1.68% | 1.96% | Q2 2019 | Q4 2020 | 2 |
WADE G W & INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.34% | 0.66% | 0.97% | Q1 2018 | Q2 2020 | 2 |
DG CAPITAL MANAGEMENT INC | 2 | 2 | 1.43% | 1.48% | 1.54% | Q2 2016 | Q3 2016 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Leonetti & Associates, LLC | 2 | 2 | 3.01% | 3.15% | 3.29% | Q2 2018 | Q3 2018 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.21% | 0.23% | 0.25% | Q2 2023 | Q3 2023 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.18% | 0.18% | 0.19% | Q3 2020 | Q4 2020 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2020 | Q1 2021 | 2 |
Numen Capital LLP | 2 | 2 | 1.18% | 1.99% | 2.80% | Q1 2018 | Q2 2018 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.13% | 0.41% | 0.68% | Q2 2023 | Q3 2023 | 2 |
CONNABLE OFFICE INC | 1 | 1 | 0.04% | 0.17% | 0.30% | Q4 2020 | Q3 2022 | 2 |
FORMULA GROWTH LTD | 2 | 2 | 1.08% | 1.69% | 2.31% | Q3 2022 | Q4 2022 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.02% | 0.15% | 0.28% | Q3 2020 | Q4 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 2 |
Clarus Wealth Advisors | 1 | 1 | 0.18% | 0.20% | 0.21% | Q3 2018 | Q4 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Three Peaks Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q2 2018 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q2 2021 | 2 |
Enlightenment Research, LLC | 1 | 1 | 0.39% | 0.68% | 0.98% | Q2 2019 | Q4 2020 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2022 | 2 |
Resource Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Open Field Capital LLC | 2 | 2 | 2.12% | 2.16% | 2.21% | Q2 2014 | Q3 2014 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.07% | 0.24% | 0.42% | Q3 2019 | Q1 2020 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.28% | 0.38% | 0.48% | Q4 2020 | Q1 2023 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Junto Capital Management LP | 1 | 1 | 0.60% | 0.95% | 1.30% | Q4 2020 | Q4 2021 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Lingotto Investment Management LLP | 2 | 2 | 0.90% | 1.00% | 1.09% | Q2 2023 | Q3 2023 | 2 |
Rossmore Private Capital | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 2 |
Legacy Capital Partners, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Cornerstone Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Claret Asset Management Corp | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
MPS Loria Financial Planners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Haafor (Singapore) Pte. Ltd. | 2 | 2 | 0.65% | 0.91% | 1.17% | Q1 2020 | Q2 2020 | 2 |
Hel Ved Capital Management Ltd | 2 | 2 | 0.10% | 0.33% | 0.56% | Q2 2023 | Q3 2023 | 2 |
RNC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Ascendant Capital Management, LLC | 2 | 2 | 1.64% | 1.68% | 1.71% | Q4 2020 | Q1 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Confluence Wealth Management LLC | 2 | 2 | 0.30% | 0.40% | 0.51% | Q1 2020 | Q2 2020 | 2 |
PATRON PARTNERS, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Vinva Investment Management Ltd | 2 | 2 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Kaizen Financial Strategies | 2 | 2 | 0.30% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Sassicaia Capital Advisers LLC | 2 | 2 | 0.19% | 0.30% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Fort Point Capital Partners LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Proem Advisors LLC | 2 | 2 | 6.25% | 6.39% | 6.52% | Q2 2022 | Q3 2022 | 2 |
SPX Gestao de Recursos Ltda | 2 | 2 | 0.64% | 0.74% | 0.84% | Q2 2022 | Q3 2022 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Blue Pool Management Ltd. | 2 | 2 | 0.21% | 0.25% | 0.28% | Q2 2018 | Q3 2018 | 2 |
DOCKYARD CAPITAL MANAGEMENT LP | 2 | 2 | 6.48% | 8.19% | 9.90% | Q4 2021 | Q1 2022 | 2 |
PRW Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SVA Wealth Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
Norway Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Concert Wealth Management Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 2 |
SCHARF INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RICHELIEU GESTION SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.23% | 0.48% | 0.72% | Q3 2020 | Q4 2020 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
OneAscent Wealth Management LLC | 1 | 1 | 0.27% | 0.39% | 0.52% | Q1 2021 | Q3 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 2 |
iSAM Funds (UK) Ltd | 2 | 2 | 0.56% | 0.65% | 0.74% | Q1 2023 | Q2 2023 | 2 |
Cumberland Partners Ltd | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NAN FUNG TRINITY (HK) Ltd | 2 | 2 | 0.23% | 0.24% | 0.24% | Q1 2021 | Q2 2021 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.02% | 0.11% | 0.21% | Q4 2020 | Q4 2021 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.16% | 0.32% | Q3 2016 | Q3 2019 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 2 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.26% | 0.28% | 0.29% | Q4 2022 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 2 |
Harvest Portfolios Group Inc. | 2 | 2 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q3 2023 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.30% | 0.37% | 0.44% | Q1 2023 | Q2 2023 | 2 |
Greenwoods Asset Management Hong Kong Ltd. | 2 | 2 | 0.23% | 0.28% | 0.33% | Q1 2021 | Q2 2021 | 2 |
Sheets Smith Investment Management | 1 | 1 | 1.39% | 1.59% | 1.78% | Q4 2020 | Q4 2021 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2019 | Q3 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
South Shore Capital Advisors | 2 | 2 | 0.27% | 0.29% | 0.30% | Q4 2020 | Q1 2021 | 2 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.08% | 0.11% | 0.14% | Q3 2019 | Q3 2019 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 0.29% | 0.34% | 0.40% | Q4 2020 | Q1 2021 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.25% | 0.28% | 0.30% | Q4 2022 | Q1 2023 | 2 |
TFB Advisors LLC | 2 | 2 | 0.12% | 0.25% | 0.38% | Q2 2023 | Q3 2023 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AKKR MANAGEMENT COMPANY, LLC | 2 | 2 | 2.50% | 3.12% | 3.73% | Q2 2022 | Q3 2022 | 2 |
Capital Wealth Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Trinity Legacy Partners, LLC | 2 | 2 | 1.36% | 1.41% | 1.45% | Q2 2023 | Q3 2023 | 2 |
Starfire Investment Advisers, Inc. | 2 | 2 | 0.11% | 0.17% | 0.23% | Q1 2020 | Q2 2020 | 2 |
SignalPoint Asset Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q4 2021 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 2 | 2 | 0.76% | 0.82% | 0.88% | Q4 2022 | Q1 2023 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2022 | 2 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
TIEDEMANN ADVISORS, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q3 2022 | Q4 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q4 2021 | Q3 2022 | 2 |
JS Capital Management LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.15% | 0.59% | 1.03% | Q2 2013 | Q2 2015 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 1.21% | 1.32% | 1.42% | Q2 2023 | Q3 2023 | 2 |
AM Squared Ltd | 2 | 2 | 0.28% | 0.28% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Aquatic Capital Management LLC | 1 | 1 | 0.63% | 0.90% | 1.16% | Q1 2022 | Q3 2022 | 2 |
Deccan Value Investors L.P. | 2 | 2 | 3.91% | 3.99% | 4.08% | Q4 2021 | Q1 2022 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Taika Capital, LP | 2 | 2 | 1.06% | 1.09% | 1.12% | Q2 2023 | Q3 2023 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wahed Invest LLC | 2 | 2 | 0.77% | 0.81% | 0.84% | Q4 2021 | Q1 2022 | 2 |
SHAPIRO ROBERT N | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
DORCHESTER WEALTH MANAGEMENT Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
ESG Planning | 2 | 2 | 0.26% | 0.30% | 0.33% | Q3 2022 | Q4 2022 | 2 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Community Bank, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cynosure Group, LLC | 2 | 2 | 0.45% | 0.45% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Callan Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Cider Mill Investments LP | 2 | 2 | 3.78% | 4.61% | 5.44% | Q3 2018 | Q4 2018 | 2 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.34% | 0.40% | 0.45% | Q2 2023 | Q3 2023 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.19% | 0.25% | 0.31% | Q2 2023 | Q3 2023 | 2 |
South Dakota Investment Council | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2014 | Q2 2015 | 2 |
Capital Advantage, Inc. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q3 2019 | Q4 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 2 |
FORBES J M & CO LLP | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
RAIFF PARTNERS INC | 2 | 2 | 0.05% | 0.12% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q4 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.16% | 0.31% | 0.46% | Q2 2023 | Q3 2023 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Clio Asset Management LLC | 2 | 2 | 6.22% | 6.39% | 6.55% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.23% | 0.39% | 0.56% | Q1 2023 | Q2 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gouws Capital LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.08% | 0.10% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Triasima Portfolio Management inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Accuvest Global Advisors | 1 | 1 | 0.18% | 0.47% | 0.77% | Q2 2022 | Q2 2023 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 0.79% | 0.84% | 0.89% | Q3 2020 | Q4 2020 | 2 |
Vise Technologies, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Perimeter Capital Partners, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2013 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 0.24% | 0.29% | 0.33% | Q3 2014 | Q4 2014 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.12% | 0.58% | 1.04% | Q3 2021 | Q4 2021 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Elequin Capital, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
Fundsmith Long/Short Master Fund | 2 | 2 | 3.39% | 3.54% | 3.69% | Q4 2020 | Q1 2021 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 1.55% | 1.56% | 1.57% | Q2 2023 | Q3 2023 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Beaumont Financial Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Rathbones Group PLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Jetstream Capital LLC | 1 | 1 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q1 2015 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2018 | 2 |
WESTERN FINANCIAL Corp | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2020 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2020 | Q2 2020 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Optima Fund Management LLC | 1 | 1 | 1.93% | 1.93% | 1.93% | Q2 2019 | Q2 2019 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Gainplan LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
OPTIMAS CAPITAL Ltd | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2023 | Q3 2023 | 1 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Ostrum Asset Management U.S., LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Polianta Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2019 | Q3 2019 | 1 |
Atlas Principals, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q2 2021 | Q2 2021 | 1 |
Lunia Capital LP | 1 | 1 | 4.67% | 4.67% | 4.67% | Q3 2021 | Q3 2021 | 1 |
WRIGHT INVESTORS SERVICE INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
MQS Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GLOBEFLEX CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEALTHSOURCE PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2021 | Q3 2021 | 1 |
KANHA CAPITAL, LP | 1 | 1 | 4.35% | 4.35% | 4.35% | Q4 2016 | Q4 2016 | 1 |
Blue Rock Advisors, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2016 | Q3 2016 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CADENCE BANK NA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2022 | Q2 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Key Square Capital Management LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q1 2020 | Q1 2020 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2022 | Q2 2022 | 1 |
Atreides Management, LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q2 2022 | Q2 2022 | 1 |
Klingman & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
St. Louis Trust Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Invictus RG | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Lee Capital Management LP | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2017 | Q1 2017 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Wolf Hill Capital Management, LP | 1 | 1 | 9.04% | 9.04% | 9.04% | Q3 2022 | Q3 2022 | 1 |
TCF National Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Nebula Research & Development LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2022 | Q3 2022 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2022 | Q1 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
THUNDERBIRD PARTNERS LLP | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2018 | Q4 2018 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2019 | Q1 2019 | 1 |
General Partner, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2017 | Q4 2017 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2019 | Q3 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
OPSEU Pension Plan Trust Fund | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
SoftBank Group | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2020 | Q2 2020 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
HIGHSIDE GLOBAL MANAGEMENT LLC | 1 | 1 | 4.44% | 4.44% | 4.44% | Q3 2022 | Q3 2022 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Alken Asset Management Ltd | 1 | 1 | 4.48% | 4.48% | 4.48% | Q3 2020 | Q3 2020 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q1 2019 | Q1 2019 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Alta Park Capital, LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q3 2016 | Q3 2016 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Must Asset Management Inc. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q4 2022 | Q4 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
First Pacific Financial | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Wilmington Funds Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Atika Capital Management LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2018 | Q1 2018 | 1 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
NinePointTwo Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
CG Asset Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2013 | Q4 2013 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Capital CS Group, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q1 2021 | Q1 2021 | 1 |
FIRST GROWTH CAPITAL PARTNERS LO LP | 1 | 1 | 4.08% | 4.08% | 4.08% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2019 | Q4 2019 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GM Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2023 | Q2 2023 | 1 |
F/M Investments LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 5.04% | 5.04% | 5.04% | Q4 2022 | Q4 2022 | 1 |
Astrantus Ltd | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2022 | Q1 2022 | 1 |
JABODON PT CO | 1 | 1 | 3.52% | 3.52% | 3.52% | Q3 2021 | Q3 2021 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2013 | Q4 2013 | 1 |
Legal Advantage Investments, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Granger Management LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2020 | Q4 2020 | 1 |
TKG Advisors, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2021 | Q4 2021 | 1 |
Cornerstone Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Opal Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Carlson Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2022 | Q2 2022 | 1 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2023 | Q2 2023 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Valliance Asset Management Ltd | 1 | 1 | 5.70% | 5.70% | 5.70% | Q3 2022 | Q3 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Schusterman Interests, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BOULDER HILL CAPITAL MANAGEMENT LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2022 | Q1 2022 | 1 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Freedom Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
LCM Capital Management Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Alpha Wave Global, LP | 1 | 1 | 2.62% | 2.62% | 2.62% | Q1 2020 | Q1 2020 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2021 | Q3 2021 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
JB Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
Riverwater Partners LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2023 | Q4 2023 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q2 2017 | 1 |
Herold Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SORA INVESTORS LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2022 | Q3 2022 | 1 |
SBB Research Group LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Delphia (USA) Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Altimeter Capital Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2020 | Q1 2020 | 1 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q1 2020 | Q1 2020 | 1 |
MWA Asset Management | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Consilium Wealth Advisory, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2021 | Q4 2021 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2023 | Q3 2023 | 1 |
Connective Portfolio Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2023 | Q2 2023 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Solidarity Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Ignis Investment Services Ltd | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2013 | Q4 2013 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Banco BTG Pactual S.A. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
YARGER WEALTH STRATEGIES, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
PayPay Securities Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
J.Safra Asset Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Mass Ave Global Inc. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2021 | Q4 2021 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2017 | Q3 2017 | 1 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
BSN Capital Partners Ltd | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2022 | Q4 2022 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
LMR Master Fund Ltd | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2013 | Q3 2013 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Ascent Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Retireful, LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Global Endowment Management, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Carr Financial Group Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Advanced Portfolio Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sonnipe Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2019 | Q3 2019 | 1 |
Orinda Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2013 | Q3 2013 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PARNASSUS INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ruggaard & Associates LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
PFG Investments, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
OFI INVEST ASSET MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
NORDEN GROUP LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
NEOS Investment Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
ArchPoint Investors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
New Jersey Better Educational Savings Trust | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Nikko Asset Management Americas, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2020 | Q3 2020 | 1 |
Voleon Capital Management LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2023 | Q2 2023 | 1 |
SCGF GENPAR LTD | 1 | 1 | 88.81% | 88.81% | 88.81% | Q2 2013 | Q2 2013 | 1 |
RiverFront Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HMI Capital Management, L.P. | 1 | 1 | 3.84% | 3.84% | 3.84% | Q4 2019 | Q4 2019 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2020 | Q3 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Conatus Capital Management LP | 1 | 1 | 3.16% | 3.16% | 3.16% | Q2 2013 | Q2 2013 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
NEVILLE RODIE & SHAW INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Meritage Group LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2021 | Q1 2021 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
STOCK YARDS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2015 | Q1 2015 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
Choate Investment Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Archon Capital Management LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2022 | Q3 2022 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2014 | Q1 2014 | 1 |
Ionic Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2019 | Q1 2019 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Bangor Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2020 | Q2 2020 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2023 | Q1 2023 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 2.26% | 2.26% | 2.26% | Q4 2021 | Q4 2021 | 1 |
TimesSquare Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2015 | Q3 2015 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Insight Holdings Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
PERRITT CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SHEN NEIL NANPENG | 1 | 1 | 30.87% | 30.87% | 30.87% | Q1 2016 | Q1 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
ALESCO ADVISORS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
GRUNER HARRY | 1 | 1 | 100.00% | 100.00% | 100.00% | Q2 2013 | Q2 2013 | 1 |
AFTON CAPITAL MANAGEMENT LLC | 1 | 1 | 3.08% | 3.08% | 3.08% | Q3 2015 | Q3 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
CLEARARC CAPITAL INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Glenview Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Family Capital Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2020 | Q2 2020 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
EQUITEC SPECIALISTS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2018 | Q2 2018 | 1 |
WESTWOOD MANAGEMENT CORP /IL/ | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2023 | Q3 2023 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
MainStreet Investment Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2019 | Q2 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
G&S Capital LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WoodTrust Financial Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Diametric Capital, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Metatron Capital SICAV plc | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2021 | Q4 2021 | 1 |
F3Logic, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Leeward Financial Partners, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
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This page lists all the filers that currently own SERVICENOW INC or have owned SERVICENOW INC in the past.