Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 102 |
Citadel Advisors | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 86 |
Cutler Group LLC / CA | 16 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 52 |
PEAK6 Investments LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 45 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 44 |
SECURIAN ASSET MANAGEMENT, INC | 41 | 2 | 0.02% | 0.13% | 0.28% | Q2 2012 | Q3 2023 | 43 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 43 | 43 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 42 | 42 | 0.23% | 0.54% | 1.05% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Mitsubishi UFJ Asset Management Co., Ltd. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GOLDMAN SACHS GROUP INC | 35 | 1 | 0.00% | 0.01% | 0.03% | Q2 2012 | Q3 2023 | 42 |
HSBC HOLDINGS PLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
STRS OHIO | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.01% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 41 | 41 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 41 |
AMERIPRISE FINANCIAL INC | 30 | 11 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.77% | 1.43% | 1.83% | Q2 2013 | Q2 2023 | 41 |
PEAK6 Group LLC | 18 | 18 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q2 2018 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 39 | 39 | 0.01% | 0.15% | 0.23% | Q1 2014 | Q3 2023 | 40 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 40 | 40 | 0.01% | 0.05% | 0.18% | Q4 2013 | Q3 2023 | 40 |
Nuveen Asset Management, LLC | 38 | 1 | 0.00% | 0.21% | 0.80% | Q2 2013 | Q3 2023 | 40 |
BAHL & GAYNOR INC | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
GW&K Investment Management, LLC | 39 | 39 | 0.55% | 0.87% | 1.11% | Q1 2014 | Q3 2023 | 39 |
PNC FINANCIAL SERVICES GROUP, INC. | 39 | 39 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 29 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
FMR LLC | 21 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
COMMERCE BANK | 39 | 39 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
AQR Capital Management | 19 | 1 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 39 |
DIMENSIONAL FUND ADVISORS LP | 39 | 39 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 39 |
Neuberger Berman Group LLC | 38 | 38 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 38 |
MILLENNIUM MANAGEMENT LLC | 16 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
State of New Jersey Common Pension Fund D | 38 | 38 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 37 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
GUGGENHEIM CAPITAL LLC | 28 | 10 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
PRICE T ROWE ASSOCIATES INC /MD/ | 36 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 38 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 37 |
BANK OF MONTREAL /CAN/ | 35 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 37 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
Bollard Group LLC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 36 |
Motley Fool Wealth Management, LLC | 36 | 36 | 0.20% | 0.52% | 0.69% | Q4 2014 | Q3 2023 | 36 |
State of Alaska, Department of Revenue | 36 | 36 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q3 2023 | 36 |
Aristotle Capital Boston, LLC | 36 | 36 | 0.44% | 0.87% | 1.18% | Q4 2014 | Q3 2023 | 36 |
AMP Capital Investors Ltd | 35 | 35 | 0.01% | 0.01% | 0.08% | Q3 2013 | Q1 2022 | 35 |
Pensionfund DSM Netherlands | 35 | 35 | 0.24% | 0.64% | 1.76% | Q2 2015 | Q4 2023 | 35 |
Pensionfund Sabic | 35 | 35 | 0.17% | 0.28% | 0.43% | Q2 2015 | Q4 2023 | 35 |
NISA INVESTMENT ADVISORS, LLC | 33 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 35 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 30 | 5 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 35 |
JPMORGAN CHASE & CO | 32 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
WOLVERINE TRADING, LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 35 |
BALDWIN BROTHERS LLC/MA | 32 | 2 | 0.01% | 0.01% | 0.12% | Q2 2013 | Q4 2023 | 34 |
Motley Fool Asset Management LLC | 34 | 34 | 0.16% | 0.61% | 0.97% | Q2 2015 | Q3 2023 | 34 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Forward Management, LLC | 34 | 34 | 0.50% | 2.23% | 3.88% | Q2 2013 | Q3 2021 | 34 |
Texas Yale Capital Corp. | 33 | 33 | 0.07% | 0.10% | 0.12% | Q3 2015 | Q3 2023 | 33 |
ANCHOR CAPITAL ADVISORS LLC | 30 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 33 | 33 | 0.01% | 0.05% | 0.08% | Q3 2015 | Q3 2023 | 33 |
Focused Wealth Management, Inc | 33 | 33 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 33 |
NORGES BANK | 33 | 33 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2022 | 33 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 30 | 2 | 0.03% | 0.22% | 0.44% | Q1 2015 | Q3 2023 | 32 |
LAZARD ASSET MANAGEMENT LLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 32 |
JANUS HENDERSON GROUP PLC | 22 | 10 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q3 2023 | 32 |
PANAGORA ASSET MANAGEMENT INC | 17 | 5 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 32 |
ASSETMARK, INC | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
WESTWOOD HOLDINGS GROUP INC | 32 | 32 | 0.06% | 0.36% | 0.64% | Q3 2014 | Q2 2022 | 32 |
BOKF, NA | 12 | 3 | 0.01% | 0.07% | 0.20% | Q4 2013 | Q3 2023 | 31 |
Bridge Creek Capital Management LLC | 24 | 7 | 1.77% | 2.31% | 3.26% | Q4 2015 | Q3 2023 | 31 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 31 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 30 | 30 | 0.04% | 0.14% | 0.28% | Q2 2013 | Q3 2020 | 30 |
SHIKIAR ASSET MANAGEMENT INC | 20 | 10 | 0.09% | 0.37% | 0.73% | Q2 2013 | Q3 2022 | 30 |
HUNTINGTON NATIONAL BANK | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
Advisors Asset Management, Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q4 2021 | 30 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 26 | 2 | 0.13% | 0.34% | 0.58% | Q1 2014 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 29 |
RMR Advisors LLC | 29 | 29 | 1.01% | 1.92% | 2.99% | Q2 2013 | Q2 2020 | 29 |
FEDERATED HERMES, INC. | 19 | 3 | 0.00% | 0.09% | 0.23% | Q1 2015 | Q3 2023 | 29 |
KBC Group NV | 29 | 29 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2020 | 29 |
COMERICA BANK | 29 | 29 | 0.01% | 0.08% | 0.12% | Q4 2015 | Q4 2022 | 29 |
HALL LAURIE J TRUSTEE | 13 | 3 | 0.02% | 0.05% | 0.08% | Q4 2015 | Q3 2023 | 29 |
JANE STREET GROUP, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 29 |
AMALGAMATED BANK | 28 | 28 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Renaissance Technologies | 13 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2022 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 11 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 12 | 7 | 0.00% | 1.10% | 1.63% | Q2 2013 | Q3 2021 | 28 |
BESSEMER GROUP INC | 27 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 28 |
IndexIQ Advisors LLC | 28 | 28 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2020 | 28 |
Cubist Systematic Strategies, LLC | 11 | 1 | 0.00% | 0.03% | 0.10% | Q3 2014 | Q2 2023 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.06% | 0.49% | 1.01% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 27 |
KENNEDY CAPITAL MANAGEMENT LLC | 27 | 27 | 0.05% | 0.37% | 0.66% | Q2 2013 | Q4 2019 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 27 |
RFG Advisory, LLC | 27 | 27 | 0.01% | 0.07% | 0.18% | Q1 2017 | Q3 2023 | 27 |
EII CAPITAL MANAGEMENT, INC. | 17 | 9 | 0.02% | 0.47% | 0.95% | Q2 2013 | Q3 2021 | 26 |
Allworth Financial LP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
M&T BANK CORP | 19 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 25 |
Lee Financial Co | 25 | 25 | 0.07% | 0.26% | 0.41% | Q4 2016 | Q4 2022 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
WESTPAC BANKING CORP | 18 | 7 | 0.02% | 0.05% | 0.09% | Q4 2015 | Q1 2023 | 25 |
PARADIGM ASSET MANAGEMENT CO LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2020 | 25 |
Dana Investment Advisors, Inc. | 25 | 25 | 0.08% | 0.13% | 0.36% | Q3 2017 | Q3 2023 | 25 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q1 2023 | 25 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 25 | 25 | 0.40% | 0.67% | 1.31% | Q2 2013 | Q2 2019 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q2 2023 | 24 |
GLENMEDE TRUST CO NA | 19 | 2 | 0.00% | 0.05% | 0.12% | Q3 2014 | Q3 2023 | 24 |
Janney Montgomery Scott LLC | 11 | 2 | 0.00% | 0.03% | 0.05% | Q3 2013 | Q3 2023 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
Monarch Partners Asset Management LLC | 9 | 3 | 0.07% | 1.21% | 2.03% | Q2 2013 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.04% | 0.10% | 0.20% | Q1 2018 | Q4 2023 | 24 |
FIFTH THIRD BANCORP | 18 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
Sutton Wealth Advisors Inc. | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.42% | 0.57% | 0.66% | Q2 2014 | Q4 2019 | 23 |
STIFEL FINANCIAL CORP | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
1834 INVESTMENT ADVISORS CO | 19 | 4 | 0.00% | 0.03% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Creative Planning | 8 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 23 |
Employees Retirement System of Texas | 16 | 7 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 23 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 18 | 5 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 23 |
IFG Advisory, LLC | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
PITCAIRN CO | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 3 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 23 |
Geneos Wealth Management Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 22 |
Retirement Systems of Alabama | 20 | 2 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 22 | 22 | 0.32% | 0.44% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Pacer Advisors, Inc. | 22 | 22 | 0.00% | 0.07% | 0.22% | Q2 2018 | Q3 2023 | 22 |
ROCKY MOUNTAIN ADVISERS, LLC | 22 | 22 | 0.10% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 22 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 22 | 22 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 22 |
abrdn plc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 22 |
QS Investors, LLC | 19 | 1 | 0.00% | 0.00% | 0.03% | Q1 2014 | Q2 2021 | 22 |
INTRUST BANK NA | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 16 | 6 | 0.04% | 0.46% | 1.45% | Q1 2018 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 22 |
LORD, ABBETT & CO. LLC | 18 | 4 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q3 2023 | 22 |
Canton Hathaway, LLC | 21 | 21 | 0.04% | 0.06% | 0.09% | Q3 2018 | Q3 2023 | 21 |
Steward Partners Investment Advisory, LLC | 18 | 3 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Cedar Wealth Management, LLC | 21 | 21 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 21 |
EAGLE ASSET MANAGEMENT INC | 21 | 21 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q4 2019 | 21 |
AXA S.A. | 15 | 6 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 21 |
Cipher Capital LP | 13 | 1 | 0.02% | 0.17% | 0.60% | Q2 2015 | Q3 2022 | 21 |
BECK CAPITAL MANAGEMENT, LLC | 17 | 2 | 0.12% | 1.29% | 2.44% | Q2 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q2 2022 | 21 |
EXANE DERIVATIVES | 11 | 1 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q1 2022 | 20 |
Vident Investment Advisory, LLC | 15 | 5 | 0.02% | 0.06% | 0.12% | Q1 2018 | Q2 2023 | 20 |
Granahan Investment Management | 20 | 20 | 0.45% | 0.79% | 1.07% | Q2 2013 | Q1 2018 | 20 |
NORDEA INVESTMENT MANAGEMENT AB | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.16% | 0.27% | 0.56% | Q1 2016 | Q4 2020 | 20 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 20 | 20 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2018 | 20 |
Sigma Planning Corp | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q1 2022 | 20 |
WELLINGTON MANAGEMENT GROUP LLP | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 20 |
HighTower Advisors, LLC | 14 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 20 |
QUADRANT CAPITAL GROUP LLC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
CHARTWELL INVESTMENT PARTNERS, LLC | 20 | 20 | 0.41% | 0.52% | 0.68% | Q4 2018 | Q3 2023 | 20 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 19 | 19 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Glassman Wealth Services | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
WESPAC Advisors, LLC | 19 | 19 | 0.71% | 0.90% | 1.34% | Q1 2019 | Q3 2023 | 19 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
SIGNATUREFD, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 19 |
WADDELL & REED FINANCIAL INC | 19 | 19 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q4 2020 | 19 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 19 | 19 | 0.06% | 0.65% | 1.49% | Q1 2019 | Q3 2023 | 19 |
Truvestments Capital LLC | 15 | 1 | 0.02% | 0.70% | 1.32% | Q3 2018 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
First Horizon Advisors, Inc. | 9 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 19 |
Cetera Advisors LLC | 14 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Manning & Napier Group, LLC | 14 | 4 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 18 |
Parallel Advisors, LLC | 14 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 14 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
DOHENY ASSET MANAGEMENT /CA | 13 | 5 | 1.60% | 2.13% | 2.57% | Q1 2019 | Q3 2023 | 18 |
EARNEST PARTNERS LLC | 18 | 18 | 0.70% | 0.88% | 1.09% | Q2 2019 | Q3 2023 | 18 |
CREDIT AGRICOLE S A | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 18 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q1 2023 | 18 |
Ninepoint Partners LP | 7 | 2 | 0.01% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 18 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
MEANS INVESTMENT CO., INC. | 14 | 3 | 0.07% | 0.18% | 0.29% | Q2 2019 | Q3 2023 | 17 |
OPPENHEIMER & CO INC | 15 | 2 | 0.01% | 0.09% | 0.12% | Q4 2014 | Q3 2023 | 17 |
FORSTA AP-FONDEN | 17 | 17 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2019 | 17 |
CRAWFORD INVESTMENT COUNSEL INC | 17 | 17 | 0.08% | 0.30% | 0.58% | Q3 2019 | Q3 2023 | 17 |
Smithfield Trust Co | 15 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 17 |
J.P. Morgan Private Wealth Advisors LLC | 15 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 17 |
Nationwide Fund Advisors | 11 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2017 | 17 |
Baird Financial Group, Inc. | 9 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
CONNABLE OFFICE INC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 17 | 0.04% | 0.16% | 0.25% | Q2 2017 | Q2 2021 | 17 |
FRANKLIN RESOURCES INC | 9 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 17 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 17 |
NJ State Employees Deferred Compensation Plan | 17 | 17 | 0.05% | 0.09% | 0.11% | Q3 2019 | Q3 2023 | 17 |
EXCHANGE TRADED CONCEPTS, LLC | 17 | 17 | 0.09% | 0.22% | 0.81% | Q4 2019 | Q4 2023 | 17 |
FIRST MERCANTILE TRUST CO | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2021 | 17 |
WHITTIER TRUST CO | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
DELPHI MANAGEMENT INC /MA/ | 6 | 1 | 0.10% | 1.07% | 1.68% | Q2 2014 | Q2 2023 | 17 |
CORNERCAP INVESTMENT COUNSEL INC | 11 | 3 | 0.09% | 0.13% | 0.17% | Q2 2017 | Q3 2023 | 17 |
DEAN INVESTMENT ASSOCIATES, LLC | 14 | 2 | 0.20% | 0.29% | 0.45% | Q1 2014 | Q3 2023 | 16 |
Knights of Columbus Asset Advisors LLC | 16 | 16 | 0.18% | 0.23% | 0.28% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 16 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Phocas Financial Corp. | 15 | 1 | 0.01% | 0.20% | 0.60% | Q1 2015 | Q2 2019 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.01% | 0.03% | 0.20% | Q3 2015 | Q1 2022 | 16 |
CENTRAL TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 16 |
VAN ECK ASSOCIATES CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
IBEX WEALTH ADVISORS | 15 | 1 | 0.68% | 0.75% | 0.91% | Q3 2019 | Q3 2023 | 16 |
ALPS ADVISORS INC | 16 | 16 | 0.00% | 0.05% | 0.33% | Q4 2019 | Q3 2023 | 16 |
Harvest Fund Management Co., Ltd | 11 | 4 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
Boston Trust Walden Corp | 15 | 15 | 0.20% | 0.49% | 0.81% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
SYMPHONY ASSET MANAGEMENT LLC | 15 | 15 | 0.04% | 0.06% | 0.09% | Q2 2016 | Q4 2019 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.20% | 0.29% | 0.38% | Q1 2020 | Q3 2023 | 15 |
KING LUTHER CAPITAL MANAGEMENT CORP | 15 | 15 | 0.01% | 0.09% | 0.22% | Q3 2014 | Q1 2018 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
PEAPACK GLADSTONE FINANCIAL CORP | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 15 |
Twin Tree Management, LP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
OppenheimerFunds, Inc. | 14 | 1 | 0.00% | 0.03% | 0.06% | Q1 2013 | Q2 2017 | 15 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Realta Investment Advisors | 11 | 4 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q3 2023 | 15 |
Stolper Co | 15 | 15 | 0.68% | 0.84% | 1.03% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
Arizona State Retirement System | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
ClariVest Asset Management LLC | 10 | 5 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q1 2022 | 15 |
Waterfront Capital Partners, LLC | 15 | 15 | 1.37% | 4.15% | 5.96% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2016 | 15 |
Capital Square, LLC | 15 | 15 | 0.53% | 0.76% | 1.49% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
La Francaise Forum Securities Ltd | 15 | 15 | 1.61% | 4.07% | 7.24% | Q2 2013 | Q4 2016 | 15 |
LOOMIS SAYLES & CO L P | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 6 | 3 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Shinko Asset Management Co., Ltd. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
RPG Investment Advisory, LLC | 11 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Hill Winds Capital LP | 14 | 14 | 0.95% | 4.48% | 13.80% | Q3 2019 | Q4 2022 | 14 |
Lindbrook Capital, LLC | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 14 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Redpoint Investment Management Pty Ltd | 10 | 4 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2022 | 14 |
REAL ESTATE MANAGEMENT SERVICES LLC | 14 | 14 | 0.99% | 4.01% | 6.73% | Q3 2018 | Q4 2021 | 14 |
Hudock, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 14 |
NBW CAPITAL LLC | 14 | 14 | 0.38% | 0.88% | 1.13% | Q2 2013 | Q3 2016 | 14 |
Valeo Financial Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
Cubic Asset Management, LLC | 14 | 14 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Verition Fund Management LLC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q2 2023 | 14 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 14 | 14 | 0.13% | 0.19% | 0.25% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 14 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 14 | 14 | 0.06% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 14 | 0.00% | 0.18% | 0.30% | Q2 2020 | Q3 2023 | 14 |
FIRST HAWAIIAN BANK | 8 | 2 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Ellevest, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 13 |
Mount Yale Investment Advisors, LLC | 10 | 3 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 8 | 1 | 0.02% | 0.07% | 0.19% | Q1 2017 | Q4 2022 | 13 |
Cascade Investment Advisors, Inc. | 13 | 13 | 0.61% | 0.78% | 0.88% | Q3 2020 | Q3 2023 | 13 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 6 | 1 | 0.03% | 0.61% | 1.38% | Q3 2019 | Q3 2023 | 13 |
CONGRESS ASSET MANAGEMENT CO /MA | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
FRIESS ASSOCIATES LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2016 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2021 | 13 |
Hazelview Securities Inc. | 12 | 1 | 0.19% | 0.99% | 1.34% | Q1 2017 | Q4 2020 | 13 |
Crestwood Advisors Group, LLC | 8 | 1 | 0.01% | 0.03% | 0.27% | Q1 2019 | Q3 2023 | 13 |
Vantage Investment Advisors, LLC | 8 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2018 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
BTC Capital Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
MILLER HOWARD INVESTMENTS INC /NY | 13 | 13 | 0.75% | 1.16% | 1.88% | Q3 2020 | Q3 2023 | 13 |
CARLSON CAPITAL L P | 11 | 2 | 0.17% | 0.38% | 0.79% | Q1 2017 | Q1 2021 | 13 |
Integrated Investment Consultants, LLC | 13 | 13 | 0.12% | 0.13% | 0.15% | Q3 2020 | Q3 2023 | 13 |
Walleye Trading LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 13 |
Friedberg Investment Management | 13 | 13 | 1.53% | 2.21% | 2.58% | Q3 2014 | Q3 2017 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
AVIVA PLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 13 |
CIM INVESTMENT MANAGEMENT INC | 5 | 1 | 0.08% | 0.10% | 0.13% | Q1 2019 | Q3 2023 | 13 |
AE Wealth Management LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Beaumont Financial Partners, LLC | 9 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q2 2022 | 13 |
PUTNAM INVESTMENTS LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 13 |
Clean Yield Group | 12 | 12 | 1.10% | 1.56% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Aperio Group, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 12 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 9 | 1 | 0.01% | 0.19% | 0.36% | Q2 2016 | Q3 2023 | 12 |
KEYBANK NATIONAL ASSOCIATION/OH | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Partners Group Holding AG | 10 | 2 | 0.07% | 0.18% | 0.34% | Q3 2014 | Q2 2020 | 12 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 12 |
Point72 Hong Kong Ltd | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2022 | 12 |
Vestmark Advisory Solutions, Inc. | 12 | 12 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q2 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
DEARBORN PARTNERS LLC | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mitsubishi UFJ Trust & Banking Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sterneck Capital Management, LLC | 12 | 12 | 0.58% | 0.96% | 1.45% | Q2 2013 | Q1 2016 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.06% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
SCOUT INVESTMENTS, INC. | 12 | 12 | 0.78% | 1.50% | 2.21% | Q4 2020 | Q3 2023 | 12 |
SevenBridge Financial Group, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2019 | 12 |
Shepherd Financial Partners LLC | 7 | 5 | 0.08% | 0.17% | 0.28% | Q3 2020 | Q3 2023 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 12 |
SEGALL BRYANT & HAMILL, LLC | 8 | 4 | 0.03% | 0.21% | 0.41% | Q3 2018 | Q3 2023 | 12 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 8 | 4 | 0.04% | 0.15% | 0.42% | Q3 2013 | Q1 2018 | 12 |
FIL Ltd | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Carroll Financial Associates, Inc. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
First Bank & Trust | 12 | 12 | 0.01% | 0.07% | 0.09% | Q3 2019 | Q2 2022 | 12 |
Kaizen Financial Strategies | 9 | 2 | 0.59% | 0.66% | 0.75% | Q4 2020 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 0.19% | 0.25% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.04% | 0.07% | 0.11% | Q4 2015 | Q2 2022 | 11 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 5 | 0.27% | 0.33% | 0.46% | Q3 2013 | Q2 2016 | 11 |
VALLEY NATIONAL ADVISERS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
XPONANCE, INC. | 10 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
PICTET ASSET MANAGEMENT LTD | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 11 |
MACKENZIE FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 11 |
FIRST NATIONAL TRUST CO | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
DUPONT CAPITAL MANAGEMENT CORP | 10 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q4 2022 | 11 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 3 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2023 | 11 |
OLD NATIONAL BANCORP /IN/ | 11 | 11 | 0.08% | 0.11% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Laurel Wealth Advisors, Inc. | 11 | 11 | 0.05% | 0.07% | 0.13% | Q2 2020 | Q4 2022 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2021 | 11 |
BNP Paribas Asset Management Holding S.A. | 10 | 1 | 0.01% | 0.04% | 0.05% | Q2 2014 | Q2 2018 | 11 |
Walleye Capital LLC | 7 | 4 | 0.08% | 0.43% | 1.00% | Q3 2020 | Q2 2023 | 11 |
Belpointe Asset Management LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q3 2020 | Q1 2023 | 11 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 11 |
AGF Investments LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
B. Riley Wealth Advisors, Inc. | 9 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 11 |
Eliot Finkel Investment Counsel, LLC | 11 | 11 | 1.38% | 1.69% | 2.06% | Q1 2021 | Q3 2023 | 11 |
GAM Holding AG | 8 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2017 | 11 |
Integrated Wealth Concepts LLC | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 11 | 11 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Gerstein Fisher | 10 | 10 | 0.05% | 0.13% | 0.17% | Q3 2013 | Q4 2015 | 10 |
Arlington Partners LLC | 10 | 10 | 0.04% | 0.09% | 0.11% | Q1 2021 | Q2 2023 | 10 |
FineMark National Bank & Trust | 10 | 10 | 0.12% | 0.14% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Stonebridge Capital Advisors LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 10 |
Zimmer Partners, LP | 4 | 1 | 0.48% | 1.66% | 3.14% | Q4 2016 | Q3 2022 | 10 |
Point72 Asset Management, L.P. | 8 | 2 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 10 |
Kovack Advisors, Inc. | 6 | 1 | 0.04% | 0.06% | 0.08% | Q2 2017 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2022 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
State of Wyoming | 10 | 10 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
APG Asset Management US Inc. | 10 | 10 | 0.07% | 0.13% | 0.25% | Q2 2013 | Q3 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
AMICA PENSION FUND BOARD OF TRUSTEES | 6 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 10 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.01% | 0.06% | 0.21% | Q2 2019 | Q2 2023 | 10 |
NFJ INVESTMENT GROUP, LLC | 10 | 10 | 0.05% | 0.09% | 0.11% | Q1 2021 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
RESOURCE AMERICA, INC. | 10 | 10 | 2.15% | 3.62% | 7.98% | Q4 2017 | Q1 2020 | 10 |
DALTON GREINER HARTMAN MAHER & CO | 10 | 10 | 0.53% | 1.20% | 1.48% | Q4 2018 | Q1 2021 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.06% | 0.15% | 0.41% | Q1 2021 | Q2 2023 | 10 |
NATIXIS ADVISORS, L.P. | 6 | 4 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
WHALEROCK POINT PARTNERS, LLC | 7 | 3 | 0.07% | 0.10% | 0.13% | Q1 2014 | Q4 2017 | 10 |
Mariner, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Quantinno Capital Management LP | 4 | 3 | 0.01% | 0.13% | 0.27% | Q2 2020 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AMICA MUTUAL INSURANCE CO | 6 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 10 |
Convergence Investment Partners, LLC | 10 | 10 | 0.66% | 0.76% | 0.84% | Q2 2021 | Q3 2023 | 10 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.07% | 0.30% | Q2 2014 | Q2 2022 | 10 |
MEEDER ASSET MANAGEMENT INC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 9 |
TORONTO DOMINION BANK | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
CVA Family Office, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
JANUS HENDERSON INVESTORS US LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
Orinda Asset Management LLC | 5 | 4 | 0.53% | 2.46% | 5.76% | Q3 2015 | Q3 2020 | 9 |
DekaBank Deutsche Girozentrale | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Insight Folios Inc | 9 | 9 | 0.12% | 0.16% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Aston Asset Management, LLC | 9 | 9 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q2 2015 | 9 |
WINTON GROUP Ltd | 5 | 1 | 0.01% | 0.03% | 0.12% | Q1 2018 | Q2 2021 | 9 |
AlphaCrest Capital Management LLC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 9 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 9 |
JACKSON SQUARE CAPITAL, LLC | 5 | 4 | 0.01% | 0.09% | 0.18% | Q4 2019 | Q1 2022 | 9 |
BRASADA CAPITAL MANAGEMENT, LP | 9 | 9 | 0.12% | 0.52% | 1.70% | Q4 2017 | Q4 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.06% | 0.16% | Q2 2018 | Q3 2020 | 9 |
PRIVATE TRUST CO NA | 6 | 3 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.15% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Versant Capital Management, Inc | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 9 |
Integrated Advisors Network LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.11% | 0.18% | 0.33% | Q4 2015 | Q2 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2019 | 9 |
Harrison Street Securities, LLC | 9 | 9 | 1.98% | 2.72% | 3.60% | Q2 2013 | Q2 2015 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 4 | 0.02% | 0.02% | 0.04% | Q3 2018 | Q3 2021 | 9 |
JAMES INVESTMENT RESEARCH INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.37% | 0.56% | 0.73% | Q2 2013 | Q2 2015 | 9 |
OXFORD ASSET MANAGEMENT LLP | 6 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 9 |
COHEN & STEERS, INC. | 6 | 1 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 9 |
ClearBridge Investments | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Counsel Portfolio Services Inc. | 5 | 4 | 0.08% | 0.17% | 0.26% | Q2 2013 | Q2 2016 | 9 |
Quantitative Systematic Strategies LLC | 7 | 1 | 0.08% | 0.27% | 0.64% | Q4 2015 | Q1 2021 | 9 |
SYNOVUS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 9 |
Avior Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
PineBridge Investments, L.P. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
FIRST FOUNDATION ADVISORS | 8 | 8 | 0.01% | 0.03% | 0.03% | Q3 2020 | Q2 2022 | 8 |
Regent Investment Management LLC | 6 | 2 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q4 2022 | 8 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 2 | 0.05% | 0.07% | 0.12% | Q1 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CWM, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Spot Trading L.L.C | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2017 | 8 |
PFS INVESTMENTS INC. | 7 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 8 |
BOSTON ADVISORS LLC | 8 | 8 | 0.08% | 0.14% | 0.30% | Q4 2017 | Q3 2019 | 8 |
AGF INVESTMENTS INC. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2020 | 8 |
Long Pond Capital | 8 | 8 | 1.62% | 3.23% | 4.40% | Q2 2021 | Q1 2023 | 8 |
Prospera Financial Services Inc | 3 | 2 | 0.00% | 0.05% | 0.09% | Q4 2015 | Q2 2022 | 8 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Manchester Capital Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
WFG Advisors, LP | 5 | 3 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2017 | 8 |
GUYASUTA INVESTMENT ADVISORS INC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q2 2022 | 8 |
Commonwealth Equity Services, Inc | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2017 | 8 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 8 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
CPWM, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q3 2020 | Q2 2022 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 1.34% | 1.48% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Amica Retiree Medical Trust | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2016 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
COLONY GROUP LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
KG&L Capital Management,LLC | 5 | 1 | 0.08% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Ipswich Investment Management Co., Inc. | 8 | 8 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 8 |
Fulcrum Asset Management LLP | 8 | 8 | 0.24% | 0.49% | 0.96% | Q2 2020 | Q1 2022 | 8 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q3 2016 | 8 |
South Dakota Investment Council | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HEITMAN REAL ESTATE SECURITIES LLC | 5 | 1 | 0.03% | 0.39% | 2.69% | Q2 2013 | Q3 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Monument Capital Management | 7 | 1 | 0.01% | 0.22% | 0.32% | Q3 2018 | Q4 2022 | 8 |
Homrich & Berg | 8 | 8 | 0.02% | 0.09% | 0.13% | Q1 2014 | Q4 2015 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Foresight Wealth Management, LLC | 8 | 8 | 0.01% | 0.14% | 0.19% | Q4 2020 | Q3 2022 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 8 |
Penserra Capital Management LLC | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2017 | 8 |
Telemark Asset Management, LLC | 8 | 8 | 0.83% | 1.12% | 1.90% | Q2 2013 | Q1 2015 | 8 |
Carson Advisory Inc. | 8 | 8 | 0.22% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Impax Asset Management Group plc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cresset Asset Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q2 2023 | 7 |
Highstreet Asset Management Inc. | 7 | 7 | 0.07% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Avion Wealth | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
D'Orazio & Associates, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
DB Wealth Management Group, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
PEREGRINE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.03% | 0.18% | Q1 2020 | Q3 2023 | 7 |
Ahrens Investment Partners LLC | 6 | 1 | 0.00% | 0.08% | 0.15% | Q1 2021 | Q1 2023 | 7 |
LDR Capital Management LLC | 7 | 7 | 1.10% | 1.71% | 2.31% | Q1 2022 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.04% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
First Allied Advisory Services, Inc. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q2 2016 | Q4 2017 | 7 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 4 | 3 | 0.48% | 0.55% | 0.66% | Q1 2020 | Q3 2023 | 7 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.23% | 0.82% | 1.11% | Q2 2018 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Willingdon Wealth Management | 7 | 7 | 0.70% | 0.80% | 0.96% | Q1 2014 | Q3 2015 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q1 2022 | 7 |
Brookfield Asset Management | 4 | 1 | 0.00% | 0.11% | 0.38% | Q1 2017 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2023 | 7 |
United Asset Strategies, Inc. | 7 | 7 | 0.52% | 0.90% | 1.18% | Q2 2014 | Q4 2015 | 7 |
Paralel Advisors LLC | 7 | 7 | 1.14% | 2.13% | 2.68% | Q4 2021 | Q2 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2023 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2019 | 7 |
Quadrature Capital Ltd | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q2 2022 | 7 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Independent Advisor Alliance | 4 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
CIBC WORLD MARKETS CORP | 7 | 7 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2023 | 7 |
Trek Financial, LLC | 5 | 2 | 0.03% | 0.33% | 0.89% | Q3 2021 | Q3 2023 | 7 |
LEGG MASON, INC. | 7 | 7 | 2.31% | 3.07% | 3.34% | Q3 2018 | Q1 2020 | 7 |
Destiny Wealth Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2015 | Q3 2019 | 7 |
Surevest, LLC | 7 | 7 | 0.39% | 0.58% | 0.74% | Q1 2021 | Q3 2022 | 7 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 0.08% | 0.38% | 0.63% | Q1 2022 | Q3 2023 | 7 |
ACG Wealth | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Key FInancial Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2022 | 7 |
Barings Real Estate Advisers LLC | 7 | 7 | 0.89% | 1.26% | 1.77% | Q2 2013 | Q4 2014 | 7 |
BAILARD, INC. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 7 |
Mosaic Family Wealth, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2019 | 7 |
Mirae Asset Global Investments Co., Ltd. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 6 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2021 | 6 |
Princeton Alpha Management LP | 4 | 2 | 0.08% | 0.13% | 0.22% | Q4 2013 | Q4 2015 | 6 |
Piermont Capital Management Inc. | 6 | 6 | 0.63% | 0.85% | 1.13% | Q3 2017 | Q4 2018 | 6 |
LOEB PARTNERS CORP | 5 | 1 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q4 2018 | 6 |
PHILADELPHIA TRUST CO | 6 | 6 | 0.38% | 0.54% | 0.64% | Q2 2022 | Q3 2023 | 6 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 6 | 6 | 1.00% | 1.50% | 2.08% | Q2 2022 | Q3 2023 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
Cinctive Capital Management LP | 3 | 3 | 0.17% | 0.34% | 0.43% | Q2 2021 | Q4 2022 | 6 |
OneDigital Investment Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Campbell & CO Investment Adviser LLC | 3 | 1 | 0.04% | 0.09% | 0.17% | Q4 2021 | Q3 2023 | 6 |
Private Advisor Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 6 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 6 |
Vert Asset Management LLC | 4 | 2 | 0.29% | 0.93% | 1.16% | Q4 2021 | Q3 2023 | 6 |
Chicago Capital, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 6 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 4 | 2 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 6 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 | 6 | 0.03% | 0.03% | 0.05% | Q4 2021 | Q1 2023 | 6 |
AIGEN INVESTMENT MANAGEMENT, LP | 2 | 1 | 0.03% | 0.15% | 0.25% | Q4 2020 | Q3 2023 | 6 |
Dakota Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.37% | 0.55% | 0.65% | Q2 2019 | Q3 2020 | 6 |
PRIVATE CAPITAL MANAGEMENT INC | 6 | 6 | 0.36% | 0.51% | 0.73% | Q4 2015 | Q1 2017 | 6 |
SHELL ASSET MANAGEMENT CO | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 6 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 6 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 6 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 6 |
Castle Ridge Investment Management LP | 6 | 6 | 1.91% | 2.74% | 4.43% | Q2 2016 | Q3 2017 | 6 |
Engineers Gate Manager LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 6 |
LINCOLN NATIONAL CORP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 6 |
Vectors Research Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
M. Kulyk & Associates, LLC | 6 | 6 | 0.31% | 0.50% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Gillson Capital LP | 4 | 1 | 0.29% | 0.91% | 1.15% | Q1 2020 | Q3 2023 | 6 |
Financial Enhancement Group LLC | 6 | 6 | 0.00% | 0.64% | 2.03% | Q3 2020 | Q4 2021 | 6 |
Taylor Hoffman Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2019 | 6 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.01% | 0.06% | 0.09% | Q2 2019 | Q3 2020 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q2 2020 | 6 |
Dean Capital Management | 3 | 1 | 0.44% | 0.89% | 1.38% | Q1 2014 | Q3 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
ETRADE Capital Management LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q3 2017 | Q4 2018 | 6 |
H&H Retirement Design & Management INC | 4 | 1 | 0.18% | 1.92% | 2.66% | Q3 2020 | Q4 2021 | 5 |
DENALI ADVISORS LLC | 5 | 5 | 0.17% | 0.28% | 0.43% | Q4 2014 | Q4 2015 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.08% | 0.14% | Q4 2020 | Q1 2023 | 5 |
Leeward Investments, LLC - MA | 5 | 5 | 0.85% | 0.92% | 0.98% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q2 2022 | 5 |
Vestcor Inc | 3 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 5 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 5 |
Financial Engines Advisors L.L.C. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 5 |
JEPPSON WEALTH MANAGEMENT, LLC | 5 | 5 | 0.22% | 0.32% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Versor Investments LP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q4 2022 | 5 |
MACKAY SHIELDS LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2021 | 5 |
COMMONS CAPITAL, LLC | 5 | 5 | 0.35% | 0.39% | 0.44% | Q4 2021 | Q4 2022 | 5 |
Parisi Gray Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 5 |
American Trust | 3 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.03% | 0.11% | 0.14% | Q4 2014 | Q3 2018 | 5 |
Orion Portfolio Solutions, LLC | 4 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Psagot Value Holdings Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 5 |
DARK FOREST CAPITAL MANAGEMENT LP | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2021 | Q4 2022 | 5 |
Crestline Management, LP | 4 | 1 | 0.13% | 0.37% | 0.55% | Q1 2018 | Q4 2020 | 5 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q3 2023 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 1 | 0.00% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 5 |
Hillsdale Investment Management Inc. | 3 | 2 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q3 2020 | 5 |
Stanley-Laman Group, Ltd. | 5 | 5 | 0.33% | 0.53% | 1.17% | Q1 2016 | Q1 2017 | 5 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.54% | 0.74% | 0.97% | Q1 2022 | Q1 2023 | 5 |
Spectrum Management Group, LLC | 3 | 2 | 0.00% | 0.03% | 0.06% | Q3 2019 | Q4 2021 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Beacon Pointe Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Inspire Investing, LLC | 4 | 1 | 0.03% | 0.03% | 0.05% | Q4 2017 | Q2 2022 | 5 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.32% | 0.34% | 0.38% | Q4 2017 | Q1 2019 | 5 |
FCA CORP /TX | 2 | 1 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 5 |
DEPRINCE RACE & ZOLLO INC | 5 | 5 | 0.97% | 1.25% | 1.54% | Q3 2022 | Q3 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 5 |
Somerset Trust Co | 5 | 5 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q4 2023 | 5 |
Capital Advisors, Ltd. LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CEDAR CAPITAL, LLC | 5 | 5 | 1.12% | 1.40% | 1.85% | Q4 2015 | Q4 2016 | 5 |
SeaCrest Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 5 |
Robeco Institutional Asset Management B.V. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Cloud Gate Capital, LLC | 5 | 5 | 2.29% | 2.68% | 2.98% | Q4 2014 | Q4 2015 | 5 |
Horizons Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
Magnetar Financial LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q1 2018 | Q2 2022 | 5 |
PROFUND ADVISORS LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 5 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q1 2016 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Norinchukin Bank, The | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CULLEN/FROST BANKERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Cambria Investment Management, L.P. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 4 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.08% | 0.21% | Q2 2022 | Q3 2023 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
TOWNSQUARE CAPITAL LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Kavar Capital Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2019 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ELEMENT POINTE ADVISORS, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Sonora Investment Management Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Caprock Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ALGERT GLOBAL LLC | 3 | 1 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q1 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.18% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.07% | 0.22% | 0.63% | Q2 2013 | Q1 2015 | 4 |
MOODY ALDRICH PARTNERS LLC | 3 | 1 | 0.51% | 1.01% | 1.34% | Q1 2019 | Q3 2023 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EMERALD ADVISERS, LLC | 4 | 4 | 0.00% | 0.31% | 0.43% | Q4 2019 | Q3 2020 | 4 |
Sentinus, LLC | 4 | 4 | 0.23% | 0.26% | 0.31% | Q3 2022 | Q2 2023 | 4 |
SUN LIFE FINANCIAL INC | 2 | 1 | 0.02% | 0.18% | 0.33% | Q1 2019 | Q3 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EverSource Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
HGI Capital Management, LLC | 3 | 1 | 0.82% | 1.22% | 1.66% | Q2 2019 | Q4 2022 | 4 |
Gotham Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 1 | 0.02% | 1.07% | 1.69% | Q2 2013 | Q4 2018 | 4 |
Waratah Capital Advisors Ltd. | 4 | 4 | 0.02% | 0.22% | 0.65% | Q4 2021 | Q3 2022 | 4 |
FORA Capital, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q2 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 2 | 1 | 0.02% | 0.07% | 0.20% | Q2 2015 | Q1 2023 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 4 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 4 |
Global X Management CO LLC | 4 | 4 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q4 2016 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Ranger Global Real Estate Advisors, LLC | 2 | 1 | 1.73% | 3.66% | 4.82% | Q3 2019 | Q4 2020 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
OAK RIDGE INVESTMENTS LLC | 4 | 4 | 0.60% | 0.91% | 1.19% | Q2 2017 | Q1 2018 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q1 2020 | Q4 2020 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tuscan Ridge Asset Management LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2019 | Q3 2019 | 4 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 4 |
GODSEY & GIBB, INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Western Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Ergoteles LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2022 | 4 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 4 | 0.10% | 0.28% | 0.40% | Q3 2019 | Q2 2020 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PIEDMONT INVESTMENT ADVISORS INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 4 |
Everhart Financial Group, Inc. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 2 | 1 | 0.05% | 0.15% | 0.21% | Q1 2021 | Q4 2022 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HOHIMER WEALTH MANAGEMENT, LLC | 4 | 4 | 0.06% | 0.35% | 0.52% | Q4 2019 | Q3 2020 | 4 |
Sterling Capital Management LLC | 4 | 4 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q3 2016 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
Signition LP | 3 | 1 | 0.11% | 0.18% | 0.29% | Q4 2017 | Q1 2019 | 4 |
Maven Securities LTD | 3 | 1 | 0.02% | 0.45% | 1.72% | Q3 2019 | Q3 2022 | 4 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q1 2023 | 4 |
Atria Wealth Solutions, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Virtus ETF Advisers LLC | 4 | 4 | 0.49% | 0.59% | 0.68% | Q1 2020 | Q4 2020 | 4 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.15% | 0.16% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Mesirow Institutional Investment Management, Inc. | 3 | 3 | 1.33% | 1.36% | 1.38% | Q1 2023 | Q3 2023 | 3 |
New Century Advisors, LLC | 2 | 1 | 0.17% | 1.43% | 2.27% | Q4 2021 | Q3 2022 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.06% | 0.11% | Q2 2022 | Q4 2022 | 3 |
Parasol Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q2 2023 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Joseph P. Lucia & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 3 |
Balentine LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
SECOR Capital Advisors, LP | 1 | 1 | 0.02% | 0.08% | 0.12% | Q3 2015 | Q2 2018 | 3 |
MARTINGALE ASSET MANAGEMENT L P | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 3 |
Blue Trust, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
RAMSEY QUANTITATIVE SYSTEMS | 2 | 1 | 0.36% | 0.36% | 0.37% | Q2 2017 | Q4 2018 | 3 |
LITTLE HOUSE CAPITAL LLC | 3 | 3 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL COUNSELORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Penn Capital Management Company, LLC | 3 | 3 | 0.24% | 0.56% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q3 2023 | 3 |
ASSOCIATED BANC-CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Gradient Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Heritage Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
QUANTUM CAPITAL MANAGEMENT | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q1 2022 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2015 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 3 |
Windsor Creek Advisors, LLC | 3 | 3 | 0.12% | 0.23% | 0.34% | Q4 2020 | Q2 2021 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q4 2023 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q4 2021 | Q2 2022 | 3 |
ACCOUNT MANAGEMENT LLC | 3 | 3 | 1.59% | 1.75% | 2.03% | Q3 2013 | Q1 2014 | 3 |
JENNISON ASSOCIATES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
RVB CAPITAL MANAGEMENT LLC | 2 | 1 | 1.50% | 2.02% | 2.60% | Q4 2018 | Q4 2019 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
ROPES WEALTH ADVISORS LLC | 2 | 1 | 0.00% | 0.08% | 0.13% | Q4 2020 | Q2 2022 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Sorin Capital Management LLC | 3 | 3 | 0.22% | 0.28% | 0.34% | Q1 2018 | Q3 2018 | 3 |
CenterStar Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 3 |
Pearl River Capital, LLC | 1 | 1 | 0.08% | 0.25% | 0.58% | Q4 2018 | Q2 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 3 |
Sargent Bickham Lagudis LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Kessler Investment Group, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Concord Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Clearstead Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Nine Chapters Capital Management LLC | 2 | 1 | 0.03% | 0.08% | 0.11% | Q4 2013 | Q1 2015 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 3 |
Channing Capital Management, LLC | 3 | 3 | 1.79% | 1.99% | 2.15% | Q1 2023 | Q3 2023 | 3 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q4 2014 | 3 |
CAPITAL GROWTH MANAGEMENT LP | 2 | 1 | 0.11% | 0.75% | 1.08% | Q2 2014 | Q4 2020 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 3 |
Legg Mason Asset Management (Japan) Co., Ltd. | 3 | 3 | 0.28% | 0.32% | 0.35% | Q2 2021 | Q4 2021 | 3 |
FIRST INTERSTATE BANK | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 3 |
Athanor Capital, LP | 3 | 3 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.16% | 0.43% | Q3 2018 | Q1 2019 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.04% | 0.08% | 0.14% | Q1 2019 | Q2 2022 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 2 |
MENTA CAPITAL LLC | 1 | 1 | 0.03% | 0.11% | 0.18% | Q4 2015 | Q2 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
GLOBEFLEX CAPITAL L P | 2 | 2 | 0.00% | 0.14% | 0.27% | Q3 2016 | Q4 2016 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MYDA Advisors LLC | 1 | 1 | 0.28% | 0.32% | 0.37% | Q4 2021 | Q2 2022 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Syverson Strege & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Inspire Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Columbia Asset Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q3 2017 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Holocene Advisors, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Treasurer of the State of North Carolina | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Poplar Forest Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2020 | 2 |
SHELTON CAPITAL MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AllSquare Wealth Management LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 2 |
Worth Venture Partners, LLC | 1 | 1 | 0.10% | 0.23% | 0.36% | Q1 2017 | Q2 2020 | 2 |
Quantitative Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Bridgefront Capital, LLC | 1 | 1 | 0.11% | 0.24% | 0.37% | Q4 2020 | Q2 2023 | 2 |
M&G INVESTMENT MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Neo Ivy Capital Management | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q1 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 1.42% | 1.43% | 1.44% | Q2 2016 | Q4 2016 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Absolute Return Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Anson Capital, Inc. | 2 | 2 | 0.44% | 0.53% | 0.62% | Q2 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 2 | 2 | 0.19% | 0.26% | 0.32% | Q4 2017 | Q1 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
NOMURA HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 2 |
Lido Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q3 2017 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Richard Bernstein Advisors LLC | 2 | 2 | 0.29% | 0.30% | 0.32% | Q1 2016 | Q2 2016 | 2 |
Verity Asset Management, Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q2 2016 | Q3 2016 | 2 |
Bank Pictet & Cie (Europe) AG | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NEXT Financial Group, Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2014 | 2 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2017 | 2 |
Diametric Capital, LP | 2 | 2 | 0.09% | 0.13% | 0.17% | Q2 2023 | Q3 2023 | 2 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Connectus Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 2 |
Cerity Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Navigation Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q2 2021 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
MQS Management LLC | 2 | 2 | 0.15% | 0.27% | 0.39% | Q1 2022 | Q2 2022 | 2 |
Phoenix Wealth Advisors | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 2 |
Metis Global Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2021 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 2 |
BLACKTHORN INVESTMENT GROUP LLC | 2 | 2 | 0.15% | 0.28% | 0.41% | Q2 2013 | Q3 2013 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Invictus RG | 2 | 2 | 0.13% | 0.16% | 0.18% | Q4 2016 | Q1 2017 | 2 |
DoubleLine ETF Adviser LP | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q1 2023 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.06% | 0.10% | 0.15% | Q1 2016 | Q2 2016 | 2 |
RAYMOND JAMES TRUST N.A. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 2 |
YOUSIF CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
BlueMar Capital Management, LLC | 1 | 1 | 0.94% | 0.96% | 0.98% | Q3 2019 | Q4 2020 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
XTX Topco Ltd | 2 | 2 | 0.04% | 0.07% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 0.18% | 0.25% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Taylor Wealth Management Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 2 |
CSat Investment Advisory, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Crossmark Global Holdings, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Maryland State Retirement & Pension System | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 2 | 2 | 1.09% | 1.55% | 2.02% | Q2 2015 | Q3 2015 | 2 |
DigitalBridge Group, Inc. | 2 | 2 | 0.38% | 0.73% | 1.08% | Q1 2020 | Q2 2020 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
MKP Capital Management, L.L.C. | 2 | 2 | 0.57% | 0.65% | 0.73% | Q2 2020 | Q3 2020 | 2 |
TEXAS PERMANENT SCHOOL FUND CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Louisiana State Employees Retirement System | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Utah Retirement Systems | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 2 |
Krane Funds Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Anson Funds Management LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2022 | Q4 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
EAM Investors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Good Harbor Financial, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2015 | Q3 2015 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAMBRIDGE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BOWEN HANES & CO INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Manteio Capital LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2021 | Q4 2021 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Unigestion Holding SA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
FJ Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Integrated Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CARILLON TOWER ADVISERS, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GLG LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2013 | Q4 2013 | 1 |
Sciencast Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q1 2013 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q3 2019 | Q3 2019 | 1 |
RENAISSANCE GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
RAINIER INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2016 | Q3 2016 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Point72 Middle East FZE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Centiva Capital, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
USCA RIA LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Sowell Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Claro Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Advantage Alpha Capital Partners LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtus Fund Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Hodges Capital Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
Advisory Alpha, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CM WEALTH ADVISORS LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Baldrige Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ACADIAN ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MUNDER CAPITAL MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthcare Advisory Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Olympiad Research LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2020 | Q3 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
NorthCoast Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
BHF Kleinwort Benson Group S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Sepio Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CNB Bank | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2019 | Q2 2019 | 1 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
CGM TRUST | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2020 | Q3 2020 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Atom Investors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2020 | Q3 2020 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Values First Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Placemark Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Skandinaviska Enskilda Banken AB (publ) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2016 | Q4 2016 | 1 |
MANNING & NAPIER ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
State of New Jersey Common Pension Fund A | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ETF MANAGERS GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
INNOVIS ASSET MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monashee Investment Management LLC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2019 | Q3 2019 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2020 | Q4 2020 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
ING GROEP NV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own STAG INDL INC or have owned STAG INDL INC in the past.