Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 95 |
Walleye Trading LLC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2022 | 69 |
Citadel Advisors | 25 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2022 | 64 |
Cutler Group LLC / CA | 15 | 1 | 0.00% | 0.00% | 0.03% | Q4 2015 | Q3 2022 | 53 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2022 | 51 |
JANE STREET GROUP, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2022 | 44 |
UBS Group AG | 32 | 32 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2022 | 38 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2022 | 36 |
GOLDMAN SACHS GROUP INC | 32 | 32 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2022 | 35 |
BARCLAYS PLC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 35 |
PEAK6 Investments LLC | 5 | 3 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2022 | 35 |
BANK OF MONTREAL /CAN/ | 31 | 31 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2022 | 33 |
DEUTSCHE BANK AG\ | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 33 |
BANK OF AMERICA CORP /DE/ | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 33 |
ROYAL BANK OF CANADA | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
WELLS FARGO & COMPANY/MN | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 32 |
HighTower Trust Company, N.A. | 32 | 32 | 0.02% | 0.11% | 0.51% | Q4 2014 | Q3 2022 | 32 |
First Horizon Advisors, Inc. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 32 |
MORGAN STANLEY | 32 | 32 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2022 | 32 |
Texas Yale Capital Corp. | 32 | 32 | 0.10% | 0.43% | 1.18% | Q4 2014 | Q3 2022 | 32 |
Neuberger Berman Group LLC | 32 | 32 | 0.00% | 0.05% | 0.23% | Q4 2014 | Q3 2022 | 32 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 32 | 32 | 0.04% | 2.07% | 3.86% | Q4 2014 | Q3 2022 | 32 |
PEAK6 Group LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q2 2018 | 32 |
US BANCORP \DE\ | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
CREDIT SUISSE AG/ | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 32 |
CHICKASAW CAPITAL MANAGEMENT LLC | 32 | 32 | 2.68% | 4.66% | 8.90% | Q4 2014 | Q3 2022 | 32 |
Chicago Partners Investment Group LLC | 31 | 31 | 0.03% | 0.61% | 2.11% | Q4 2014 | Q2 2022 | 31 |
Salient Capital Advisors, LLC | 31 | 31 | 0.16% | 2.31% | 4.93% | Q4 2014 | Q2 2022 | 31 |
BLAIR WILLIAM & CO/IL | 31 | 31 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q2 2022 | 31 |
JPMORGAN CHASE & CO | 31 | 31 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2022 | 31 |
HighTower Advisors, LLC | 31 | 31 | 0.00% | 0.02% | 0.07% | Q1 2015 | Q3 2022 | 31 |
BNP PARIBAS FINANCIAL MARKETS | 23 | 7 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2022 | 30 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 30 | 30 | 0.01% | 0.61% | 1.39% | Q4 2014 | Q1 2022 | 30 |
KEYBANK NATIONAL ASSOCIATION/OH | 30 | 30 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 30 |
ALPS ADVISORS INC | 30 | 30 | 1.19% | 1.85% | 2.90% | Q2 2015 | Q3 2022 | 30 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 29 | 29 | 0.05% | 2.08% | 4.89% | Q4 2014 | Q4 2021 | 29 |
MILLER HOWARD INVESTMENTS INC /NY | 29 | 29 | 0.04% | 0.66% | 1.47% | Q3 2015 | Q3 2022 | 29 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 29 | 29 | 0.63% | 1.82% | 3.84% | Q4 2014 | Q4 2021 | 29 |
Pinnacle Holdings, LLC | 29 | 29 | 0.25% | 0.76% | 1.72% | Q1 2015 | Q1 2022 | 29 |
NBW CAPITAL LLC | 28 | 28 | 0.39% | 1.68% | 3.08% | Q4 2014 | Q3 2021 | 28 |
CIBC Private Wealth Group, LLC | 25 | 3 | 0.00% | 0.13% | 0.39% | Q4 2014 | Q4 2021 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 28 |
Energy Income Partners, LLC | 24 | 3 | 0.03% | 1.04% | 2.45% | Q4 2014 | Q2 2022 | 27 |
Nuveen Asset Management, LLC | 19 | 19 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q2 2019 | 27 |
Geneos Wealth Management Inc. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2022 | 27 |
EAGLE GLOBAL ADVISORS LLC | 17 | 3 | 0.02% | 1.09% | 2.08% | Q4 2014 | Q3 2022 | 26 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 26 | 26 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 26 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 1 | 0.00% | 0.03% | 0.13% | Q4 2014 | Q3 2022 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2022 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 24 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2021 | 25 |
SIGNATUREFD, LLC | 25 | 25 | 0.00% | 0.04% | 0.10% | Q4 2015 | Q4 2021 | 25 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 25 | 25 | 0.09% | 1.49% | 2.55% | Q3 2015 | Q3 2021 | 25 |
SG Americas Securities, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2022 | 25 |
LUCAS CAPITAL MANAGEMENT | 23 | 1 | 0.25% | 1.13% | 2.19% | Q4 2014 | Q4 2020 | 24 |
STIFEL FINANCIAL CORP | 20 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2021 | 23 |
Diversified Trust Co | 23 | 23 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q2 2020 | 23 |
SEI INVESTMENTS CO | 22 | 22 | 0.00% | 0.01% | 0.06% | Q1 2016 | Q2 2021 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q3 2020 | 22 |
Tortoise Index Solutions, LLC | 20 | 2 | 0.17% | 0.30% | 0.38% | Q2 2015 | Q3 2022 | 22 |
LPL Financial LLC | 16 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 22 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.02% | 0.36% | 0.90% | Q1 2017 | Q2 2022 | 22 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 22 | 22 | 0.05% | 1.71% | 6.34% | Q4 2016 | Q1 2022 | 22 |
ClearBridge Investments | 22 | 22 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q1 2022 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2022 | 22 |
AMERICAN CENTURY COMPANIES INC | 21 | 1 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q1 2021 | 22 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q2 2022 | 21 |
FIFTH THIRD BANCORP | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 21 |
LVW Advisors, LLC | 18 | 3 | 0.03% | 0.92% | 2.49% | Q4 2014 | Q3 2020 | 21 |
QUADRANT CAPITAL GROUP LLC | 21 | 21 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2021 | 21 |
Invesco Ltd. | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2022 | 21 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 18 | 3 | 0.00% | 0.15% | 0.24% | Q4 2014 | Q3 2020 | 21 |
ING GROEP NV | 4 | 2 | 0.02% | 0.16% | 0.97% | Q1 2015 | Q3 2022 | 20 |
Virtu Financial LLC | 15 | 1 | 0.01% | 0.05% | 0.20% | Q3 2015 | Q4 2021 | 20 |
IFP Advisors, Inc | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2022 | 20 |
EVERGREEN CAPITAL MANAGEMENT LLC | 19 | 1 | 0.01% | 0.31% | 0.78% | Q1 2015 | Q1 2022 | 20 |
Sumitomo Mitsui Trust Holdings, Inc. | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2021 | 19 |
ENVESTNET ASSET MANAGEMENT INC | 11 | 8 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 19 |
COHEN & STEERS, INC. | 6 | 3 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q2 2022 | 19 |
State of New Jersey Common Pension Fund D | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2021 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
NORTHERN TRUST CORP | 16 | 3 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 19 |
AQR Arbitrage LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2020 | 18 |
FIRST TRUST ADVISORS LP | 13 | 5 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2022 | 18 |
WESTWOOD HOLDINGS GROUP INC | 18 | 18 | 0.03% | 0.24% | 0.49% | Q1 2016 | Q2 2020 | 18 |
ENTERPRISE FINANCIAL SERVICES CORP | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
J.P. Morgan Private Wealth Advisors LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q2 2022 | 18 |
GROUP ONE TRADING, L.P. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2022 | 18 |
HIGHLAND CAPITAL MANAGEMENT LP | 18 | 18 | 0.01% | 0.12% | 0.30% | Q1 2015 | Q2 2019 | 18 |
Harvest Fund Advisors LLC | 12 | 1 | 0.01% | 1.88% | 3.79% | Q4 2014 | Q1 2020 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 17 | 17 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2021 | 17 |
Bollard Group LLC | 10 | 7 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2022 | 17 |
CONNING INC. | 17 | 17 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q4 2019 | 17 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2022 | 17 |
Mirae Asset Global Investments Co., Ltd. | 17 | 17 | 0.11% | 0.22% | 0.35% | Q3 2018 | Q3 2022 | 17 |
RR Advisors, LLC | 10 | 7 | 0.06% | 1.48% | 4.22% | Q4 2014 | Q4 2019 | 17 |
Pointe Capital Management LLC | 10 | 7 | 0.22% | 0.74% | 1.14% | Q1 2015 | Q2 2019 | 17 |
Virtus ETF Advisers LLC | 8 | 2 | 0.07% | 0.38% | 0.64% | Q4 2015 | Q4 2020 | 17 |
CAPTRUST FINANCIAL ADVISORS | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 17 |
OppenheimerFunds, Inc. | 15 | 2 | 0.00% | 0.12% | 0.25% | Q4 2014 | Q1 2019 | 17 |
NATIXIS | 5 | 1 | 0.01% | 0.10% | 0.53% | Q2 2016 | Q3 2022 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
CINCINNATI INSURANCE CO | 16 | 16 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q2 2021 | 16 |
Zimmer Partners, LP | 7 | 4 | 0.04% | 0.39% | 1.61% | Q3 2015 | Q1 2021 | 16 |
Parallax Volatility Advisers, L.P. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 16 |
Mariner, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q2 2021 | 16 |
Cordasco Financial Network | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2019 | 16 |
Tower Research Capital LLC (TRC) | 7 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2022 | 16 |
Avalon Investment & Advisory | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2022 | 16 |
Northeast Financial Consultants Inc | 15 | 15 | 0.39% | 0.89% | 1.77% | Q4 2018 | Q2 2022 | 15 |
A. D. Beadell Investment Counsel, Inc. | 15 | 15 | 0.21% | 0.41% | 0.57% | Q2 2016 | Q4 2019 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.08% | 0.14% | Q3 2017 | Q1 2021 | 15 |
AMERICAN FINANCIAL GROUP INC | 15 | 15 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
WILLIAMS JONES & ASSOCIATES LLC | 15 | 15 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q2 2018 | 15 |
Heronetta Management, L.P. | 14 | 14 | 0.34% | 0.75% | 0.98% | Q2 2016 | Q3 2019 | 14 |
Global X Management CO LLC | 14 | 14 | 0.02% | 0.43% | 0.68% | Q1 2015 | Q2 2018 | 14 |
Proficio Capital Partners LLC | 8 | 6 | 0.01% | 0.08% | 0.21% | Q4 2015 | Q2 2019 | 14 |
Linscomb & Williams, Inc. | 14 | 14 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2019 | 14 |
MONETARY MANAGEMENT GROUP INC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q2 2020 | 14 |
Cypress Wealth Advisors LLC | 9 | 1 | 0.26% | 1.10% | 2.91% | Q2 2015 | Q1 2019 | 14 |
Paragon Capital Management Ltd | 7 | 2 | 0.11% | 0.21% | 0.32% | Q4 2014 | Q3 2018 | 14 |
Adams Asset Advisors, LLC | 14 | 14 | 0.05% | 0.39% | 0.70% | Q2 2019 | Q3 2022 | 14 |
Creative Planning | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 13 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2018 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
ADVISORY RESEARCH INC | 9 | 4 | 0.02% | 0.51% | 1.55% | Q4 2014 | Q2 2019 | 13 |
Advisory Services Network, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2022 | 13 |
Center Coast Capital Advisors, LP | 13 | 13 | 0.54% | 1.86% | 2.48% | Q4 2014 | Q4 2017 | 13 |
Wealthspire Advisors, L.P. | 8 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 13 |
CASTLEARK MANAGEMENT LLC | 13 | 13 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q4 2017 | 13 |
FRANKLIN RESOURCES INC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2018 | 13 |
STEPHENS INC /AR/ | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 11 | 2 | 0.00% | 0.02% | 0.07% | Q4 2018 | Q1 2022 | 13 |
CENTRAL TRUST Co | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2017 | 13 |
Municipal Employees' Retirement System of Michigan | 10 | 3 | 0.15% | 0.25% | 0.50% | Q1 2016 | Q2 2019 | 13 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 1 | 0.02% | 0.23% | 0.48% | Q2 2015 | Q3 2020 | 13 |
BlackRock Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 13 |
Advisors Asset Management, Inc. | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2022 | 13 |
MAI Capital Management | 10 | 3 | 0.02% | 0.12% | 0.26% | Q1 2015 | Q3 2018 | 13 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2021 | 12 |
FMR LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 12 |
BP CAPITAL FUND ADVISORS, LLC | 10 | 2 | 0.45% | 2.33% | 3.94% | Q4 2015 | Q4 2019 | 12 |
Vestcor Inc | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Taylor Wealth Management Partners | 12 | 12 | 0.02% | 1.85% | 4.64% | Q1 2015 | Q4 2017 | 12 |
AMERIPRISE FINANCIAL INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 12 |
GUGGENHEIM CAPITAL LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 12 |
OSAIC HOLDINGS, INC. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 11 |
Geneva Advisors, LLC | 11 | 11 | 0.02% | 0.08% | 0.21% | Q4 2014 | Q2 2017 | 11 |
Lee Financial Co | 9 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 11 |
Parkside Financial Bank & Trust | 11 | 11 | 0.01% | 0.13% | 0.29% | Q3 2018 | Q1 2021 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 11 |
CADENCE CAPITAL MANAGEMENT LLC | 11 | 11 | 0.06% | 0.63% | 1.20% | Q3 2017 | Q1 2020 | 11 |
Bank of New York Mellon Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.10% | 0.15% | 0.30% | Q4 2019 | Q2 2022 | 11 |
Blackstone Inc. | 10 | 1 | 0.02% | 0.07% | 0.52% | Q4 2017 | Q3 2022 | 11 |
TPH Asset Management, LLC | 8 | 3 | 0.07% | 1.93% | 3.47% | Q1 2015 | Q4 2017 | 11 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.18% | Q1 2015 | Q4 2021 | 11 |
MetLife Investment Management, LLC | 11 | 11 | 0.03% | 0.04% | 0.06% | Q3 2018 | Q1 2021 | 11 |
FIRST MANHATTAN CO. LLC. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 11 |
Spot Trading L.L.C | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 11 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.41% | 1.85% | 3.60% | Q2 2015 | Q4 2017 | 10 |
Bleichroeder LP | 7 | 3 | 0.00% | 1.44% | 2.71% | Q4 2019 | Q3 2022 | 10 |
Aveo Capital Partners, LLC | 5 | 1 | 0.06% | 0.10% | 0.12% | Q2 2019 | Q1 2022 | 10 |
Veritable, L.P. | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 10 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2022 | 10 |
American Assets Investment Management, LLC | 10 | 10 | 0.07% | 0.21% | 0.30% | Q4 2017 | Q1 2020 | 10 |
Liberty Mutual Group Asset Management Inc. | 10 | 10 | 0.07% | 0.16% | 0.32% | Q4 2014 | Q1 2017 | 10 |
Pacer Advisors, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 10 |
Cresset Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q2 2022 | 10 |
Samson Capital Management, LLC | 10 | 10 | 3.08% | 4.00% | 4.75% | Q2 2016 | Q3 2018 | 10 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 5 | 1 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q1 2019 | 10 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.07% | Q1 2015 | Q2 2017 | 9 |
Sovereign Investment Advisors, LLC | 9 | 9 | 0.51% | 0.71% | 0.97% | Q3 2020 | Q3 2022 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2020 | 9 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 9 | 1.66% | 2.49% | 3.23% | Q3 2020 | Q3 2022 | 9 |
Partnervest Advisory Services LLC | 9 | 9 | 0.12% | 0.19% | 0.28% | Q1 2015 | Q1 2017 | 9 |
American Portfolios Advisors | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 9 |
BlackRock Investment Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 9 |
Parkwood LLC | 7 | 2 | 0.07% | 0.16% | 0.26% | Q1 2015 | Q1 2018 | 9 |
Balentine LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q4 2017 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q4 2016 | 9 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
ALLIANCEBERNSTEIN L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2022 | 9 |
WADDELL & REED FINANCIAL INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q3 2016 | 8 |
STATE STREET CORP | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 8 |
Icon Wealth Partners, LLC | 8 | 8 | 0.07% | 0.11% | 0.20% | Q4 2017 | Q3 2019 | 8 |
Cedar Wealth Management, LLC | 7 | 1 | 0.00% | 0.05% | 0.09% | Q1 2017 | Q3 2019 | 8 |
NN Investment Partners Holdings N.V. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q4 2020 | 8 |
Cetera Advisor Networks LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 8 |
Arrow Investment Advisors, LLC | 8 | 8 | 0.15% | 0.19% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Ballentine Partners, LLC | 7 | 1 | 0.02% | 0.04% | 0.08% | Q2 2017 | Q4 2019 | 8 |
Springhouse Capital Management, LP | 8 | 8 | 0.87% | 3.45% | 9.27% | Q4 2020 | Q3 2022 | 8 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q4 2017 | 8 |
ROCKEFELLER FINANCIAL SERVICES INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
HAP Trading, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q1 2022 | 8 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2015 | Q4 2017 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2022 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.04% | 0.13% | 0.20% | Q3 2020 | Q2 2022 | 8 |
Russell Investments Group, Ltd. | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
HITE Hedge Asset Management LLC | 8 | 8 | 0.20% | 1.87% | 4.82% | Q4 2014 | Q3 2016 | 8 |
Brookfield Asset Management | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q4 2021 | 8 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.08% | 0.19% | Q2 2015 | Q2 2017 | 8 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q4 2019 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
BESSEMER GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2020 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.09% | 0.19% | 0.32% | Q4 2015 | Q2 2017 | 7 |
Country Club Trust Company, n.a. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q4 2017 | 7 |
Grassi Investment Management | 7 | 7 | 0.08% | 0.12% | 0.15% | Q1 2015 | Q3 2016 | 7 |
Disciplined Investments, LLC | 7 | 7 | 0.18% | 0.23% | 0.28% | Q1 2021 | Q3 2022 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q2 2016 | 7 |
Lenox Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 7 |
Cambridge Investment Research Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2021 | 7 |
CIBC Asset Management Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q1 2021 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.04% | 0.09% | 0.11% | Q1 2016 | Q3 2017 | 7 |
Gryphon Financial Partners LLC | 7 | 7 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 7 |
ArchPoint Investors | 7 | 7 | 0.01% | 0.09% | 0.18% | Q1 2017 | Q3 2018 | 7 |
CLEAR STREET MARKETS LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q2 2018 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Capital Advisors, Ltd. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
New Capital Management LP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
AGF Investments LLC | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q2 2020 | 7 |
First Eagle Investment Management, LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2019 | 6 |
Mariner Wealth Advisors-Cincinnati, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
BAMCO INC /NY/ | 6 | 6 | 0.00% | 0.10% | 0.14% | Q4 2014 | Q1 2016 | 6 |
Evercore Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 6 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 3 | 3 | 0.44% | 0.63% | 0.75% | Q1 2020 | Q3 2021 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 4 | 2 | 0.05% | 0.08% | 0.11% | Q4 2016 | Q2 2018 | 6 |
Homrich & Berg | 6 | 6 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q1 2016 | 6 |
FDx Advisors, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
BENJAMIN EDWARDS INC | 6 | 6 | 0.02% | 0.08% | 0.20% | Q1 2019 | Q2 2020 | 6 |
TRUIST FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Fieldpoint Private Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 6 |
MILLENNIUM MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 6 |
FIRST NATIONAL TRUST CO | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 6 |
Amundi | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Pensionmark Financial Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.21% | 0.28% | 0.35% | Q1 2019 | Q1 2020 | 5 |
LexAurum Advisors, LLC | 5 | 5 | 0.19% | 0.26% | 0.33% | Q2 2021 | Q2 2022 | 5 |
MHI Funds, LLC | 5 | 5 | 0.18% | 0.22% | 0.25% | Q3 2018 | Q3 2019 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 3 | 1 | 0.01% | 0.07% | 0.16% | Q2 2019 | Q3 2022 | 5 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.03% | 0.24% | 0.34% | Q1 2017 | Q1 2018 | 5 |
State of Tennessee, Treasury Department | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Koshinski Asset Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
AMP Capital Investors Ltd | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Caprock Group, LLC | 5 | 5 | 0.13% | 0.34% | 0.59% | Q1 2016 | Q1 2017 | 5 |
BARINGS LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q1 2021 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2021 | Q3 2022 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.58% | 0.72% | 0.88% | Q4 2018 | Q4 2019 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Skandinaviska Enskilda Banken AB (publ) | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q4 2019 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q2 2019 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
CUMBERLAND ADVISORS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.01% | 0.05% | 0.07% | Q3 2018 | Q4 2019 | 5 |
Kore Private Wealth LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q4 2018 | Q4 2019 | 5 |
HARBOUR INVESTMENTS, INC. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 4 |
M&T BANK CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 4 |
NEXT Financial Group, Inc | 4 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2017 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.11% | 0.59% | 1.06% | Q4 2017 | Q3 2018 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.35% | 0.38% | 0.45% | Q4 2017 | Q3 2018 | 4 |
Port Capital LLC | 4 | 4 | 0.98% | 1.15% | 1.42% | Q4 2017 | Q3 2018 | 4 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Acrospire Investment Management LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q1 2016 | Q2 2017 | 4 |
Chiron Investment Management, LLC | 2 | 1 | 0.00% | 1.03% | 2.16% | Q3 2020 | Q2 2022 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 2 | 1 | 0.04% | 0.08% | 0.15% | Q4 2015 | Q1 2017 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
First Pacific Advisors, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q2 2021 | 4 |
Quotient Investors, LLC | 4 | 4 | 0.18% | 0.83% | 1.59% | Q4 2015 | Q3 2016 | 4 |
EnTrust Global Partners Offshore LP | 4 | 4 | 0.77% | 0.95% | 1.06% | Q4 2017 | Q3 2018 | 4 |
Estabrook Capital Management | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Jefferies Group LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2021 | 4 |
Private Capital Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
WEXFORD CAPITAL LP | 4 | 4 | 0.06% | 0.52% | 0.85% | Q4 2018 | Q3 2019 | 4 |
MARINER INVESTMENT GROUP LLC | 4 | 4 | 0.47% | 2.41% | 3.42% | Q1 2017 | Q4 2017 | 4 |
Horrell Capital Management, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2018 | 4 |
HL FINANCIAL SERVICES LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2015 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 4 |
AMERICAN INTERNATIONAL GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
ROOSEVELT INVESTMENT GROUP LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Marshall Wace North America L.P. | 3 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2020 | 4 |
CLINTON GROUP INC | 2 | 2 | 0.15% | 0.20% | 0.27% | Q4 2015 | Q2 2018 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 4 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 4 |
GraniteShares Advisors LLC | 4 | 4 | 0.34% | 0.64% | 0.92% | Q4 2021 | Q3 2022 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.11% | 0.27% | Q3 2015 | Q4 2017 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.05% | 0.07% | Q3 2015 | Q3 2016 | 4 |
Financial Architects, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
BB&T SECURITIES, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
REAVES W H & CO INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2015 | Q4 2015 | 4 |
Quantbot Technologies LP | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2016 | 4 |
TORONTO DOMINION BANK | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q4 2016 | 4 |
Fractal Investments LLC | 4 | 4 | 0.12% | 0.98% | 1.88% | Q4 2021 | Q3 2022 | 4 |
AMERICAN ASSET MANAGEMENT INC. | 3 | 3 | 0.18% | 0.29% | 0.36% | Q2 2019 | Q4 2019 | 3 |
Triumph Capital Management | 3 | 3 | 0.19% | 0.23% | 0.28% | Q2 2021 | Q4 2021 | 3 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2018 | Q2 2019 | 3 |
Hexagon Capital Partners LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
BDO Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Cetera Investment Advisers | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2016 | 3 |
Allianz Asset Management GmbH | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Ameritas Investment Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Locust Wood Capital Advisers | 3 | 3 | 0.03% | 0.13% | 0.32% | Q4 2014 | Q2 2015 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q1 2022 | Q3 2022 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Morningstar Investment Management LLC | 3 | 3 | 0.28% | 0.30% | 0.33% | Q2 2021 | Q4 2021 | 3 |
MSI Financial Services Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 3 |
Invictus RG | 3 | 3 | 0.20% | 0.36% | 0.53% | Q1 2016 | Q3 2016 | 3 |
QS Investors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 1 | 0.01% | 0.93% | 2.77% | Q3 2019 | Q3 2022 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Beirne Wealth Consulting Services, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.12% | Q4 2016 | Q2 2017 | 3 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q2 2015 | Q1 2016 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Avion Wealth | 3 | 3 | 0.26% | 0.28% | 0.30% | Q2 2022 | Q4 2022 | 3 |
Randolph Co Inc | 3 | 3 | 2.67% | 2.77% | 2.86% | Q4 2016 | Q2 2017 | 3 |
Carroll Financial Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2019 | 3 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 3 | 3 | 0.08% | 0.13% | 0.15% | Q3 2015 | Q1 2016 | 3 |
683 Capital Management, LLC | 3 | 3 | 0.05% | 0.20% | 0.33% | Q3 2021 | Q1 2022 | 3 |
Spears Abacus Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2020 | 3 |
BEACH INVESTMENT COUNSEL INC/PA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q1 2017 | 3 |
GABELLI FUNDS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Sterling Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 3 |
DOLIVER ADVISORS, LP | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2017 | Q4 2017 | 3 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 3 | 0.10% | 0.22% | 0.43% | Q1 2022 | Q3 2022 | 3 |
Arlington Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2022 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Lido Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 2 |
Aristides Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q3 2021 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2017 | Q1 2018 | 2 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2022 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Caption Management, LLC | 1 | 1 | 0.04% | 0.18% | 0.31% | Q4 2017 | Q2 2019 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Kaizen Advisory, LLC | 2 | 2 | 0.42% | 0.45% | 0.49% | Q3 2018 | Q4 2018 | 2 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.10% | 0.20% | Q1 2016 | Q1 2016 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q3 2017 | 2 |
GAM Holding AG | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2018 | 2 |
MURPHY CAPITAL MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q1 2016 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.14% | 0.16% | 0.19% | Q2 2016 | Q3 2016 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2022 | 2 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Hirtle Callaghan & Co LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2016 | Q1 2017 | 2 |
Indie Asset Partners, LLC | 2 | 2 | 0.14% | 0.26% | 0.37% | Q4 2019 | Q1 2020 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
METROPOLITAN LIFE INSURANCE CO/NY | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q3 2015 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 2 |
SECURIAN ASSET MANAGEMENT, INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
Finer Wealth Management, Inc. | 2 | 2 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q3 2022 | 2 |
NWAM LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.56% | 1.08% | Q4 2016 | Q4 2017 | 2 |
Capital Investment Advisory Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Monashee Investment Management LLC | 2 | 2 | 1.34% | 1.47% | 1.60% | Q1 2016 | Q2 2016 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.01% | 0.14% | 0.26% | Q2 2015 | Q3 2015 | 2 |
Klingman & Associates, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q1 2017 | 2 |
FORA Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q2 2017 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Covestor Ltd | 2 | 2 | 0.12% | 0.44% | 0.76% | Q1 2022 | Q2 2022 | 2 |
Callodine Capital Management, LP | 2 | 2 | 0.44% | 0.44% | 0.45% | Q3 2021 | Q4 2021 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Dynamic Advisor Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Joseph P. Lucia & Associates, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q3 2022 | Q3 2022 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Trek Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
SARISSA CONSULTING LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2022 | Q3 2022 | 1 |
Weil Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Holistic Financial Partners | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2015 | Q1 2015 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2022 | Q2 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2016 | Q2 2016 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
SWS Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 3.07% | 3.07% | 3.07% | Q1 2022 | Q1 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
Americana Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VICTORY CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Banco de Sabadell, S.A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Olympiad Research LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q3 2022 | Q3 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
ADE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
ORIX Corp USA | 1 | 1 | 7.21% | 7.21% | 7.21% | Q1 2018 | Q1 2018 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
EnTrustPermal Management LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2017 | Q3 2017 | 1 |
State of Wyoming | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
OPPENHEIMER & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Leap Investments LP | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
AdvisorNet Financial, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fortis Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2017 | Q4 2017 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2014 | Q4 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Clearline Capital LP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Kellner Capital, LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q3 2022 | Q3 2022 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Jump Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2015 | Q2 2015 | 1 |
Cerity Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PSI Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Nokota Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
COWEN INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2022 | Q3 2022 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2017 | Q3 2017 | 1 |
CULLINAN ASSOCIATES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
GARDNER LEWIS ASSET MANAGEMENT L P | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2022 | Q3 2022 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Forward Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2016 | Q4 2016 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
NewEdge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Strategic Global Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
KIM, LLC | 1 | 1 | 4.31% | 4.31% | 4.31% | Q3 2022 | Q3 2022 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2019 | Q2 2019 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
External links
This page lists all the filers that currently own SHELL MIDSTREAM PARTNERS L P or have owned SHELL MIDSTREAM PARTNERS L P in the past.