Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 34 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 34 |
TWO SIGMA ADVISERS, LP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
TWO SIGMA INVESTMENTS, LP | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
STRS OHIO | 14 | 14 | 0.21% | 0.33% | 0.50% | Q2 2020 | Q3 2023 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 14 | 14 | 0.29% | 0.45% | 0.57% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.12% | 0.24% | 0.42% | Q2 2020 | Q3 2023 | 14 |
WELLS FARGO & COMPANY/MN | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.28% | 0.34% | 0.42% | Q2 2020 | Q3 2023 | 14 |
Alberta Investment Management Corp | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
US BANCORP \DE\ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
VAN ECK ASSOCIATES CORP | 14 | 14 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Callodine Capital Management, LP | 14 | 14 | 2.28% | 4.98% | 8.03% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
IHT Wealth Management, LLC | 14 | 14 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ADVISORY RESEARCH INC | 14 | 14 | 0.10% | 0.15% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Muzinich & Co., Inc. | 14 | 14 | 2.57% | 3.85% | 4.41% | Q2 2020 | Q3 2023 | 14 |
PNC FINANCIAL SERVICES GROUP, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MORGAN STANLEY | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
GOLDMAN SACHS GROUP INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Cliffwater LLC | 14 | 14 | 3.93% | 4.68% | 6.51% | Q2 2020 | Q3 2023 | 14 |
Rockefeller Capital Management L.P. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sixth Street Partners Management Company, L.P. | 14 | 14 | 4.48% | 7.06% | 21.95% | Q2 2020 | Q3 2023 | 14 |
Progeny 3, Inc. | 14 | 14 | 4.22% | 5.73% | 8.10% | Q2 2020 | Q3 2023 | 14 |
Legal & General Group Plc | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Blume Capital Management, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 14 |
LPL Financial LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
STIFEL FINANCIAL CORP | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sound Income Strategies, LLC | 14 | 14 | 3.18% | 4.34% | 6.39% | Q2 2020 | Q3 2023 | 14 |
AMERIPRISE FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
NORTHERN TRUST CORP | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
HighTower Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
RAYMOND JAMES & ASSOCIATES | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WHALEROCK POINT PARTNERS, LLC | 14 | 14 | 0.07% | 0.10% | 0.27% | Q2 2020 | Q3 2023 | 14 |
Advisors Asset Management, Inc. | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Janney Montgomery Scott LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Virtus ETF Advisers LLC | 14 | 14 | 0.15% | 0.22% | 0.36% | Q2 2020 | Q3 2023 | 14 |
COMMONWEALTH EQUITY SERVICES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Sumitomo Mitsui Trust Holdings, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 14 | 14 | 0.04% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 14 |
Sargent Investment Group, LLC | 14 | 14 | 0.27% | 0.46% | 0.68% | Q2 2020 | Q3 2023 | 14 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Geneos Wealth Management Inc. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
GUGGENHEIM CAPITAL LLC | 14 | 14 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 14 |
ROYAL BANK OF CANADA | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Bank of New York Mellon Corp | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Wambolt & Associates, LLC | 14 | 14 | 0.64% | 0.80% | 0.97% | Q2 2020 | Q3 2023 | 14 |
LGT CAPITAL PARTNERS LTD. | 14 | 14 | 0.03% | 0.33% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Citizens Business Bank | 14 | 14 | 0.06% | 0.25% | 0.42% | Q2 2020 | Q3 2023 | 14 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
BANK OF AMERICA CORP /DE/ | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 14 |
IFG Advisory, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 14 |
INSPIRION WEALTH ADVISORS, LLC | 14 | 14 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Cambridge Investment Research Advisors, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Neuberger Berman Group LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Invesco Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
WHITTIER TRUST CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
UBS Group AG | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
JPMORGAN CHASE & CO | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
DELPHI FINANCIAL GROUP, INC. | 14 | 14 | 1.44% | 8.63% | 17.14% | Q2 2020 | Q3 2023 | 14 |
LSV ASSET MANAGEMENT | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
D. E. Shaw & Co., Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Monument Capital Management | 13 | 13 | 0.17% | 0.28% | 0.76% | Q2 2020 | Q2 2023 | 13 |
ARES MANAGEMENT LLC | 13 | 13 | 0.04% | 0.25% | 0.41% | Q3 2020 | Q3 2023 | 13 |
Lindbrook Capital, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
BlackRock Inc. | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
AJ WEALTH STRATEGIES, LLC | 13 | 13 | 0.20% | 0.34% | 0.50% | Q2 2020 | Q2 2023 | 13 |
Tower Research Capital LLC (TRC) | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 13 |
Financial Advocates Investment Management | 9 | 4 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 12 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.34% | 0.37% | 0.44% | Q4 2020 | Q3 2023 | 12 |
FIL Ltd | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 10 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.03% | 0.10% | 0.21% | Q4 2020 | Q3 2023 | 12 |
EAGLE GLOBAL ADVISORS LLC | 9 | 3 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 12 |
ENVESTNET ASSET MANAGEMENT INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
abrdn plc | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
Raymond James Financial Services Advisors, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 12 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 11 |
Parallel Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
AE Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
Clayton Partners LLC | 11 | 11 | 2.26% | 2.49% | 3.11% | Q1 2021 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.16% | 0.17% | 0.20% | Q1 2021 | Q3 2023 | 11 |
PEAK6 Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 11 |
Schonfeld Strategic Advisors LLC | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 11 |
Texas Capital Bank Wealth Management Services Inc | 11 | 11 | 0.18% | 0.25% | 0.36% | Q1 2021 | Q3 2023 | 11 |
AllSquare Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
QUADRANT CAPITAL GROUP LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
FMR LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 11 |
PARK CIRCLE Co | 10 | 10 | 0.17% | 0.67% | 1.19% | Q2 2021 | Q3 2023 | 10 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Legacy Capital Wealth Partners, LLC | 7 | 1 | 0.31% | 0.49% | 0.95% | Q4 2020 | Q3 2023 | 10 |
Claybrook Capital, LLC | 9 | 1 | 0.24% | 0.26% | 0.29% | Q1 2021 | Q3 2023 | 10 |
Wealthstar Advisors, LLC | 10 | 10 | 0.97% | 1.08% | 1.24% | Q2 2021 | Q3 2023 | 10 |
Greenwich Investment Management, Inc. | 8 | 2 | 5.58% | 7.65% | 9.42% | Q2 2020 | Q3 2023 | 10 |
American Portfolios Advisors | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
ROOSEVELT INVESTMENT GROUP LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q3 2022 | 10 |
CENTAURUS FINANCIAL, INC. | 10 | 10 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q1 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.02% | 0.24% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
STABLEFORD CAPITAL II LLC | 8 | 2 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 10 |
TRUIST FINANCIAL CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 10 |
Kestra Advisory Services, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Bramshill Investments, LLC | 7 | 2 | 0.04% | 0.12% | 0.28% | Q4 2020 | Q3 2023 | 9 |
Tidal Investments LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Advisory Services Network, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 9 |
Baillie Gifford | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
JAG CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.04% | 0.06% | 0.12% | Q2 2020 | Q2 2022 | 9 |
D.A. DAVIDSON & CO. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
Mariner, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
SeaBridge Investment Advisors LLC | 8 | 8 | 0.33% | 0.36% | 0.40% | Q2 2020 | Q1 2022 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CAROLINAS WEALTH CONSULTING LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
HUNTINGTON NATIONAL BANK | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CITIGROUP INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
MACKENZIE FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.33% | 0.80% | 1.58% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.13% | 0.21% | Q4 2020 | Q3 2022 | 8 |
Cetera Investment Advisers | 6 | 2 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Security National Bank | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2022 | 7 |
EMC Capital Management | 7 | 7 | 0.05% | 0.09% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Allen Investment Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Argent Trust Co | 7 | 7 | 0.01% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Russell Investments Group, Ltd. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.09% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 7 |
Mirae Asset Global Investments Co., Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 6 |
Texas Yale Capital Corp. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
NEXT Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 6 |
Allworth Financial LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
CREDIT SUISSE AG/ | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GROUP ONE TRADING, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
RIVERBRIDGE PARTNERS LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
JAMES INVESTMENT RESEARCH INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2021 | 6 |
SHELTON CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 6 |
Circle Wealth Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q3 2021 | Q4 2022 | 6 |
MARSHALL WACE, LLP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 6 |
NATIXIS | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.05% | 0.08% | Q2 2020 | Q2 2023 | 6 |
STEPHENS INC /AR/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Cornerstone Wealth Management, LLC | 3 | 2 | 0.03% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.04% | 0.15% | 0.48% | Q3 2021 | Q3 2023 | 5 |
SVB WEALTH LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cynosure Group, LLC | 5 | 5 | 0.31% | 0.81% | 1.48% | Q3 2022 | Q3 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
Jump Financial, LLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 5 |
Burgundy Asset Management Ltd. | 5 | 5 | 0.24% | 0.33% | 0.50% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROCKLAND TRUST CO | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Kingfisher Capital LLC | 5 | 5 | 0.26% | 0.79% | 1.54% | Q2 2021 | Q2 2022 | 5 |
Stelac Advisory Services LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.05% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
HARBOUR INVESTMENTS, INC. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aquatic Capital Management LLC | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 5 |
FNY Investment Advisers, LLC | 4 | 1 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2021 | 5 |
Patriot Financial Group Insurance Agency, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 5 |
SouthState Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
FJ Capital Management LLC | 3 | 1 | 0.04% | 0.10% | 0.14% | Q3 2020 | Q1 2023 | 4 |
HB Wealth Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
Evercore Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Hexagon Capital Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Management Investment Advisory, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
AMUNDI ASSET MANAGEMENT US, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Atom Investors LP | 4 | 4 | 0.13% | 0.48% | 0.64% | Q3 2022 | Q2 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CAZ INVESTMENTS LP | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Bruderman Asset Management, LLC | 4 | 4 | 0.14% | 0.17% | 0.21% | Q4 2020 | Q3 2021 | 4 |
Alpha DNA Investment Management LLC | 2 | 1 | 0.00% | 0.21% | 0.36% | Q4 2020 | Q3 2023 | 4 |
FORA Capital, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q2 2021 | 4 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TCW GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Platform Technology Partners | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
DEUTSCHE BANK AG\ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CLOUGH CAPITAL PARTNERS L P | 4 | 4 | 0.70% | 1.01% | 1.31% | Q2 2020 | Q1 2021 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meristem Family Wealth, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q3 2021 | Q1 2022 | 3 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Atria Wealth Solutions, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Sierra Capital LLC | 3 | 3 | 0.14% | 0.15% | 0.15% | Q1 2021 | Q3 2021 | 3 |
1832 Asset Management L.P. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Quarry LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Hillsdale Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 1.16% | 1.57% | 1.90% | Q4 2021 | Q2 2023 | 3 |
PIER 88 INVESTMENT PARTNERS LLC | 3 | 3 | 0.01% | 0.41% | 0.92% | Q4 2021 | Q2 2022 | 3 |
Sigma Planning Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 3 |
UMB Bank, n.a. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Gradient Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
Golden Green, Inc. | 3 | 3 | 1.93% | 2.02% | 2.09% | Q1 2023 | Q3 2023 | 3 |
Pallas Capital Advisors LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
BANQUE PICTET & CIE SA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Partners Group Holding AG | 3 | 3 | 0.66% | 0.73% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Creative Planning | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q2 2023 | 3 |
NATIONAL BANK OF CANADA /FI/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Perkins Coie Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Pictet North America Advisors SA | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q4 2022 | 3 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
WOLVERINE TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Snowden Capital Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
ALLIANCEBERNSTEIN L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 2 |
RATIONAL ADVISORS LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q1 2022 | 2 |
Gillson Capital LP | 2 | 2 | 0.28% | 0.36% | 0.45% | Q3 2020 | Q4 2020 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q4 2021 | Q1 2022 | 2 |
C2C Wealth Management, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Aperio Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2020 | Q3 2020 | 2 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.68% | 0.68% | 0.69% | Q3 2020 | Q4 2020 | 2 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 2 |
FourThought Financial Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q1 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Quantitative Systematic Strategies LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Radcliffe Capital Management, L.P. | 2 | 2 | 0.07% | 0.11% | 0.14% | Q2 2020 | Q3 2020 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Ilmarinen Mutual Pension Insurance Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
SIMPLEX TRADING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Caption Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
KENNEDY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
EMERALD MUTUAL FUND ADVISERS TRUST | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
Cerity Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2020 | Q2 2020 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CITY HOLDING CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
BARCLAYS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cipher Capital LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MQS Management LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
SG Americas Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FIFTH THIRD BANCORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Walleye Capital LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
DC Investments Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2022 | Q1 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2022 | Q2 2022 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
M&G INVESTMENT MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
STEELHEAD PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own SIXTH STREET SPECIALTY LENDN or have owned SIXTH STREET SPECIALTY LENDN in the past.