Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 82 |
Citadel Advisors | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 72 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
TEXAS PERMANENT SCHOOL FUND CORP | 43 | 43 | 0.01% | 0.02% | 0.03% | Q1 2013 | Q3 2023 | 43 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.01% | 0.01% | Q1 2013 | Q3 2023 | 43 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 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 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | 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 |
Wellington Shields Capital Management, LLC | 42 | 42 | 0.14% | 0.32% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GRACE & WHITE INC /NY | 42 | 42 | 1.00% | 1.81% | 2.58% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERICAN INTERNATIONAL GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NISA INVESTMENT ADVISORS, LLC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PRINCIPAL FINANCIAL GROUP INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.01% | 0.02% | Q2 2012 | Q4 2022 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
AQR Capital Management | 34 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2023 | 41 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 25 | 16 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Arizona State Retirement System | 33 | 8 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
BNP PARIBAS FINANCIAL MARKETS | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
MARTINGALE ASSET MANAGEMENT L P | 41 | 41 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 41 |
BAHL & GAYNOR INC | 34 | 6 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
ProShare Advisors LLC | 35 | 2 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 38 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
PNC FINANCIAL SERVICES GROUP, INC. | 27 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
Louisiana State Employees Retirement System | 40 | 40 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 40 |
State of Tennessee, Treasury Department | 32 | 8 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 40 |
HUNTINGTON NATIONAL BANK | 36 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
WILEN INVESTMENT MANAGEMENT CORP. | 39 | 39 | 0.30% | 0.51% | 0.96% | Q1 2013 | Q3 2022 | 39 |
HighTower Advisors, LLC | 27 | 1 | 0.00% | 0.46% | 1.22% | Q1 2015 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 25 | 13 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 38 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 38 | 38 | 0.08% | 0.10% | 0.14% | Q2 2013 | Q3 2022 | 38 |
PANAGORA ASSET MANAGEMENT INC | 35 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 37 |
Legal & General Group Plc | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
UBS Group AG | 36 | 36 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 36 |
D. E. Shaw & Co., Inc. | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 35 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
Allianz Asset Management GmbH | 31 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 35 |
ACADIAN ASSET MANAGEMENT LLC | 23 | 12 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 35 |
TWO SIGMA ADVISERS, LP | 29 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 34 |
VICTORY CAPITAL MANAGEMENT INC | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 34 |
MILLENNIUM MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 34 |
Gemmer Asset Management LLC | 33 | 33 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2022 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q4 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 33 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 22 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2021 | 33 |
Employees Retirement System of Texas | 30 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q2 2021 | 32 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 31 | 1 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q2 2022 | 32 |
MASON STREET ADVISORS, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 31 |
GLENMEDE TRUST CO NA | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 30 |
Quantum Capital Management, LLC / NJ | 30 | 30 | 0.03% | 0.08% | 0.15% | Q2 2016 | Q3 2023 | 30 |
Gratus Capital, LLC | 29 | 29 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q2 2023 | 29 |
FEDERATED HERMES, INC. | 19 | 10 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2021 | 29 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 29 |
MACQUARIE GROUP LTD | 16 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 29 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AMALGAMATED BANK | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
KENNEDY CAPITAL MANAGEMENT LLC | 15 | 13 | 0.01% | 0.06% | 0.17% | Q2 2013 | Q2 2023 | 28 |
IFP Advisors, Inc | 17 | 11 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 28 |
State of Alaska, Department of Revenue | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Sutton Wealth Advisors Inc. | 28 | 28 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2022 | 28 |
SG Americas Securities, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 28 |
PEAK6 Investments LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 27 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 22 | 5 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 27 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 27 |
PineBridge Investments, L.P. | 27 | 27 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA INVESTMENTS, LP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 27 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 20 | 3 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2021 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 27 | 27 | 0.44% | 0.75% | 1.28% | Q2 2013 | Q4 2019 | 27 |
LSV ASSET MANAGEMENT | 24 | 2 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2021 | 26 |
CWM, LLC | 18 | 8 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Personal Capital Advisors Corp | 26 | 26 | 0.08% | 0.15% | 0.33% | Q3 2016 | Q4 2022 | 26 |
BESSEMER GROUP INC | 25 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2023 | 26 |
O'Keefe Stevens Advisory, Inc. | 15 | 10 | 1.98% | 3.00% | 3.81% | Q3 2017 | Q4 2023 | 25 |
Aperio Group, LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2020 | 25 |
STRS OHIO | 25 | 25 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2021 | 25 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2021 | 25 |
PRELUDE CAPITAL MANAGEMENT, LLC | 19 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2021 | 25 |
Matarin Capital Management, LLC | 25 | 25 | 0.69% | 0.88% | 1.11% | Q4 2014 | Q4 2020 | 25 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Zebra Capital Management LLC | 22 | 2 | 0.21% | 0.49% | 1.27% | Q2 2013 | Q2 2021 | 24 |
HOWE & RUSLING INC | 20 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 24 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
Municipal Employees' Retirement System of Michigan | 18 | 6 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q1 2020 | 24 |
AMERICAN CENTURY COMPANIES INC | 17 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 23 |
SHELL ASSET MANAGEMENT CO | 23 | 23 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Grantham, Mayo, Van Otterloo & Co. LLC | 18 | 4 | 0.00% | 0.03% | 0.09% | Q1 2017 | Q2 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 19 | 3 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2022 | 22 |
GSA CAPITAL PARTNERS LLP | 13 | 1 | 0.02% | 0.06% | 0.17% | Q2 2013 | Q3 2023 | 22 |
Cubist Systematic Strategies, LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 22 |
PROFUND ADVISORS LLC | 7 | 2 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q2 2022 | 22 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
ROYCE & ASSOCIATES LP | 11 | 1 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q2 2021 | 22 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Walthausen & Co., LLC | 11 | 10 | 0.48% | 0.93% | 1.40% | Q3 2015 | Q4 2020 | 21 |
HSBC HOLDINGS PLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 21 |
LPL Financial LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2021 | 21 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 17 | 1 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q1 2020 | 21 |
First Horizon Advisors, Inc. | 16 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Copeland Capital Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 20 | 20 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
SEI INVESTMENTS CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2022 | 20 |
SouthernSun Asset Management | 20 | 20 | 0.93% | 2.95% | 4.80% | Q4 2018 | Q3 2023 | 20 |
TUDOR INVESTMENT CORP ET AL | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 19 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 12 | 1 | 0.01% | 0.03% | 0.04% | Q2 2014 | Q3 2019 | 19 |
FIFTH THIRD BANCORP | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 14 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 18 |
Nuveen Asset Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
FULLER & THALER ASSET MANAGEMENT, INC. | 11 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q1 2023 | 18 |
EVERENCE CAPITAL MANAGEMENT INC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2023 | 18 |
Dean Capital Management | 9 | 4 | 0.51% | 1.20% | 2.24% | Q2 2013 | Q3 2023 | 18 |
Nationwide Fund Advisors | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 18 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 8 | 0.05% | 0.07% | 0.10% | Q4 2015 | Q3 2021 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
DEAN INVESTMENT ASSOCIATES, LLC | 9 | 4 | 0.15% | 0.44% | 0.94% | Q2 2013 | Q3 2023 | 18 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2021 | 17 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 12 | 5 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q2 2021 | 17 |
Pacer Advisors, Inc. | 14 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 17 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 17 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 17 |
FRANKLIN RESOURCES INC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2016 | Q3 2020 | 16 |
IndexIQ Advisors LLC | 9 | 7 | 0.01% | 0.03% | 0.08% | Q2 2017 | Q1 2022 | 16 |
AdvisorShares Investments LLC | 16 | 16 | 0.04% | 0.33% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rockefeller Capital Management L.P. | 12 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Foundry Partners, LLC | 15 | 15 | 0.22% | 0.34% | 0.44% | Q2 2016 | Q4 2019 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 15 | 15 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 15 |
ASSETMARK, INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 15 |
OFI Advisors LLC | 11 | 4 | 0.04% | 0.06% | 0.07% | Q3 2011 | Q3 2015 | 15 |
FDx Advisors, Inc. | 8 | 7 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2018 | 15 |
TFS CAPITAL LLC | 12 | 1 | 0.02% | 0.24% | 0.47% | Q2 2013 | Q2 2017 | 15 |
STEVENS CAPITAL MANAGEMENT LP | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2017 | 15 |
TFG Advisers LLC | 14 | 1 | 0.07% | 0.15% | 0.18% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Independent Advisor Alliance | 13 | 2 | 0.01% | 0.05% | 0.09% | Q3 2019 | Q2 2023 | 15 |
Savant Capital, LLC | 15 | 15 | 0.01% | 0.04% | 0.09% | Q1 2020 | Q3 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
CAPTRUST FINANCIAL ADVISORS | 8 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 15 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Holocene Advisors, LP | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 14 |
OppenheimerFunds, Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Handelsbanken Fonder AB | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
SECOR Capital Advisors, LP | 7 | 3 | 0.03% | 0.24% | 0.62% | Q3 2014 | Q3 2018 | 14 |
Piermont Capital Management Inc. | 9 | 5 | 0.12% | 0.59% | 1.06% | Q1 2014 | Q4 2018 | 14 |
WESTWOOD HOLDINGS GROUP INC | 13 | 13 | 0.18% | 0.52% | 0.63% | Q3 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
ALGERT GLOBAL LLC | 7 | 1 | 0.07% | 0.19% | 0.28% | Q3 2016 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2022 | 13 |
ZACKS INVESTMENT MANAGEMENT | 7 | 2 | 0.01% | 0.05% | 0.08% | Q1 2015 | Q3 2021 | 13 |
GUGGENHEIM CAPITAL LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.01% | 0.08% | Q1 2017 | Q3 2023 | 13 |
GLOBEFLEX CAPITAL L P | 13 | 13 | 0.07% | 0.13% | 0.20% | Q1 2015 | Q1 2018 | 13 |
STIFEL FINANCIAL CORP | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
CHICAGO EQUITY PARTNERS LLC | 7 | 5 | 0.02% | 0.05% | 0.13% | Q3 2015 | Q1 2020 | 12 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2020 | 12 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.02% | 0.08% | 0.27% | Q3 2014 | Q3 2023 | 12 |
SPECTRUM ADVISORY SERVICES INC | 12 | 12 | 0.11% | 0.14% | 0.16% | Q2 2013 | Q1 2016 | 12 |
Legacy Wealth Asset Management, LLC | 12 | 12 | 0.11% | 0.18% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Meadow Creek Investment Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Squarepoint Ops LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2017 | 12 |
Elkfork Partners LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
CIBC Asset Management Inc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 12 |
AXA S.A. | 5 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
WINTON GROUP Ltd | 10 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2020 | 12 |
Crossmark Global Holdings, Inc. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2023 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Cutler Group LLC / CA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2017 | 11 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2022 | 11 |
LAZARD ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 11 |
MUFG Americas Holdings Corp | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2010 | Q2 2013 | 11 |
NFJ INVESTMENT GROUP, LLC | 11 | 11 | 0.10% | 0.15% | 0.38% | Q1 2021 | Q3 2023 | 11 |
JOHNSON INVESTMENT COUNSEL INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2021 | 11 |
BROWN ADVISORY INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Alambic Investment Management, L.P. | 11 | 11 | 0.39% | 0.66% | 1.24% | Q4 2015 | Q2 2018 | 11 |
Parallel Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
DENALI ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
RUSSELL FRANK CO/ | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 11 |
NEXT Financial Group, Inc | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2020 | 11 |
Man Group plc | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2022 | 11 |
Advisors Asset Management, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 11 |
Huber Financial Advisors, LLC | 10 | 10 | 0.34% | 0.55% | 0.90% | Q4 2017 | Q1 2020 | 10 |
Stone Ridge Asset Management LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
LOOMIS SAYLES & CO L P | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 10 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 10 |
People's United Financial, Inc. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2015 | 10 |
AUA CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 10 |
OXFORD ASSET MANAGEMENT LLP | 7 | 3 | 0.01% | 0.05% | 0.09% | Q1 2017 | Q4 2019 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
DekaBank Deutsche Girozentrale | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 10 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 9 |
Capital Analysts, LLC | 9 | 9 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2015 | 9 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q4 2019 | 9 |
Hillsdale Investment Management Inc. | 5 | 4 | 0.00% | 0.19% | 0.40% | Q4 2015 | Q1 2021 | 9 |
Vestcor Inc | 9 | 9 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.03% | 0.21% | Q3 2019 | Q2 2023 | 9 |
Creative Planning | 5 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 9 |
Assenagon Asset Management S.A. | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 9 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 9 |
QS Investors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q2 2020 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.04% | 0.06% | Q1 2017 | Q1 2019 | 9 |
State of New Jersey Common Pension Fund D | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 9 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 9 |
Raymond James Financial Services Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 9 |
GW&K Investment Management, LLC | 9 | 9 | 0.07% | 0.21% | 0.31% | Q2 2013 | Q2 2015 | 9 |
ELEFANTE MICHAEL B | 9 | 9 | 0.08% | 0.13% | 0.16% | Q4 2012 | Q4 2014 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Numeric Investors LLC | 4 | 2 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2017 | 9 |
Diversified Trust Co | 7 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Xact Kapitalforvaltning AB | 9 | 9 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2020 | 9 |
MACKAY SHIELDS LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 9 |
Walleye Trading LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2021 | 8 |
PIEDMONT INVESTMENT ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Doyle Wealth Management | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
Maryland State Retirement & Pension System | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
CORNERCAP INVESTMENT COUNSEL INC | 3 | 1 | 0.06% | 0.09% | 0.11% | Q4 2014 | Q1 2018 | 8 |
Trexquant Investment LP | 4 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q3 2022 | 8 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 8 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2020 | 8 |
ZPR Investment Management | 8 | 8 | 1.47% | 3.73% | 5.67% | Q1 2015 | Q4 2016 | 8 |
Financial Gravity Asset Management, Inc. | 5 | 3 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q1 2020 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 8 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 8 |
REINHART PARTNERS, LLC. | 8 | 8 | 0.06% | 0.14% | 0.19% | Q2 2013 | Q1 2015 | 8 |
MENTA CAPITAL LLC | 2 | 2 | 0.05% | 0.13% | 0.25% | Q3 2014 | Q2 2019 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
THIRD AVENUE MANAGEMENT LLC | 8 | 8 | 0.06% | 0.49% | 0.77% | Q2 2013 | Q1 2015 | 8 |
PEAK6 Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2017 | 8 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q4 2019 | 8 |
Krane Funds Advisors LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 8 |
NICHOLAS COMPANY, INC. | 8 | 8 | 0.52% | 0.96% | 1.33% | Q2 2013 | Q1 2015 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CenterBook Partners LP | 8 | 8 | 0.08% | 0.23% | 0.49% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 7 |
Meiji Yasuda Asset Management Co Ltd. | 7 | 7 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2014 | 7 |
BlackRock Japan Co. Ltd | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 7 |
FIRST CITIZENS BANK & TRUST CO | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q3 2017 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 3 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 7 |
Paloma Partners Management Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 7 |
PDT Partners, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q1 2016 | 7 |
LOMBARDIA CAPITAL PARTNERS LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q3 2014 | Q1 2016 | 7 |
NEW AMSTERDAM PARTNERS LLC/NY | 4 | 3 | 0.40% | 0.68% | 1.10% | Q1 2015 | Q4 2016 | 7 |
Aquatic Capital Management LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 7 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
BRYN MAWR CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2015 | 7 |
Spark Investment Management LLC | 4 | 3 | 0.02% | 0.06% | 0.10% | Q1 2015 | Q4 2017 | 7 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2020 | 7 |
Private Capital Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 7 |
Manchester Capital Management LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
AIGEN INVESTMENT MANAGEMENT, LP | 5 | 1 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 7 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.34% | 0.50% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Kistler-Tiffany Companies, LLC | 7 | 7 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q4 2014 | 7 |
Hollow Brook Wealth Management LLC | 5 | 2 | 0.09% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 7 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q2 2020 | 6 |
Stanley-Laman Group, Ltd. | 6 | 6 | 0.20% | 0.30% | 0.39% | Q2 2017 | Q3 2018 | 6 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 6 |
Aurora Investment Counsel | 6 | 6 | 0.57% | 0.64% | 0.75% | Q3 2020 | Q4 2021 | 6 |
SEGALL BRYANT & HAMILL, LLC | 4 | 2 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2018 | 6 |
KBC Group NV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 6 |
J.P. Morgan Private Wealth Advisors LLC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Freedom Day Solutions, LLC | 6 | 6 | 0.89% | 1.07% | 1.26% | Q1 2020 | Q2 2021 | 6 |
Acrospire Investment Management LLC | 6 | 6 | 0.02% | 0.07% | 0.20% | Q1 2016 | Q2 2017 | 6 |
SHAPIRO ROBERT N | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wealthspire Advisors, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
One Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2022 | 6 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2020 | 6 |
DUALITY ADVISERS, LP | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q1 2022 | 6 |
FIRST QUADRANT LLC/CA | 5 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q4 2019 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
BOSTON FAMILY OFFICE LLC | 6 | 6 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q4 2020 | Q1 2023 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2021 | 6 |
Allworth Financial LP | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 6 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
HENNESSY ADVISORS INC | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2013 | Q4 2019 | 6 |
Carroll Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Quadrature Capital Ltd | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Avion Wealth | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SMITH ASSET MANAGEMENT GROUP LP | 6 | 6 | 0.00% | 0.03% | 0.06% | Q1 2018 | Q2 2019 | 6 |
AdvisorNet Financial, Inc | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 6 |
Virtus Fund Advisers, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2017 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
WESBANCO BANK INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2021 | 5 |
Blue Trust, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
SIT INVESTMENT ASSOCIATES INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Assured Investment Management LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Archford Capital Strategies, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 5 |
HANCOCK WHITNEY CORP | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2016 | Q2 2017 | 5 |
COLONY GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.24% | 0.40% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.23% | 0.33% | 0.38% | Q1 2019 | Q3 2021 | 5 |
Summit Global Investments | 4 | 1 | 0.06% | 0.13% | 0.20% | Q4 2016 | Q1 2023 | 5 |
Gerstein Fisher | 5 | 5 | 0.17% | 0.26% | 0.46% | Q2 2013 | Q2 2014 | 5 |
Fiduciary Trust Co International of Pennsylvania | 5 | 5 | 0.19% | 0.25% | 0.28% | Q2 2013 | Q2 2014 | 5 |
Cypress Wealth Advisors LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q1 2016 | Q1 2017 | 5 |
Euclidean Technologies Management, LLC | 5 | 5 | 1.17% | 2.15% | 2.78% | Q4 2014 | Q4 2015 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2020 | 5 |
Engineers Gate Manager LP | 3 | 1 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Vident Investment Advisory, LLC | 4 | 1 | 0.01% | 0.08% | 0.14% | Q4 2014 | Q3 2018 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Ethic Inc. | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 5 |
ALPHA WINDWARD LLC | 3 | 1 | 0.28% | 0.31% | 0.37% | Q3 2016 | Q3 2020 | 5 |
SAWGRASS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2017 | 5 |
6 Meridian | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 2 | 1 | 0.02% | 0.06% | 0.10% | Q1 2016 | Q2 2020 | 4 |
Granite Investment Partners, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q2 2021 | 4 |
First PREMIER Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Fisher Asset Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Legato Capital Management LLC | 4 | 4 | 0.15% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2016 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Asset Management One Co., Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2016 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Hillcrest Asset Management LLC | 4 | 4 | 2.03% | 2.11% | 2.26% | Q1 2017 | Q4 2017 | 4 |
SUNTRUST BANKS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2021 | 4 |
Sowell Financial Services LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2020 | 4 |
Bowling Portfolio Management LLC | 3 | 1 | 0.09% | 0.11% | 0.14% | Q3 2016 | Q3 2017 | 4 |
ETRADE Capital Management LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2020 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.13% | 0.24% | 0.47% | Q3 2015 | Q3 2023 | 4 |
MSI Financial Services Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2016 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Hutchin Hill Capital, LP | 1 | 1 | 0.02% | 0.09% | 0.29% | Q1 2014 | Q4 2017 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2023 | 4 |
Inspire Investing, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baird Financial Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
DEERE & CO | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q3 2016 | 4 |
DREMAN VALUE MANAGEMENT, L L C | 3 | 1 | 0.33% | 0.56% | 0.72% | Q1 2015 | Q1 2016 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 4 |
ENTERPRISE FINANCIAL SERVICES CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2022 | 4 |
OBERWEIS ASSET MANAGEMENT INC/ | 3 | 1 | 0.08% | 0.14% | 0.16% | Q2 2015 | Q2 2016 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Virtu Financial LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2021 | 3 |
STONERIDGE INVESTMENT PARTNERS LLC | 3 | 3 | 0.18% | 0.24% | 0.32% | Q1 2015 | Q3 2015 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 3 |
MITCHELL CAPITAL MANAGEMENT CO | 3 | 3 | 0.62% | 0.74% | 0.86% | Q4 2020 | Q2 2021 | 3 |
GAM Holding AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
AJO, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Front Row Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
First National Bank of Hutchinson | 3 | 3 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
TRUIST FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2023 | 3 |
J. W. Coons Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Jump Financial, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
SCHWARTZ INVESTMENT COUNSEL INC | 3 | 3 | 0.39% | 0.41% | 0.44% | Q2 2013 | Q4 2013 | 3 |
HARBOR CAPITAL ADVISORS, INC. | 3 | 3 | 0.16% | 0.19% | 0.20% | Q2 2023 | Q4 2023 | 3 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2017 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.10% | 0.28% | 0.38% | Q4 2013 | Q2 2014 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.06% | 0.10% | 0.20% | Q3 2014 | Q1 2015 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.06% | 0.12% | Q2 2017 | Q4 2017 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 3 |
REGIONS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
HBK INVESTMENTS L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2023 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Petrus Trust Company, LTA | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2021 | 3 |
RIVER GLOBAL INVESTORS LLP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q1 2016 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
OLD MISSION CAPITAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
BDO Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
DEPRINCE RACE & ZOLLO INC | 2 | 2 | 0.41% | 0.55% | 0.70% | Q2 2023 | Q3 2023 | 2 |
AMP Capital Investors Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Phocas Financial Corp. | 2 | 2 | 0.43% | 0.57% | 0.71% | Q2 2020 | Q3 2020 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Edgestream Partners, L.P. | 2 | 2 | 0.06% | 0.18% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2015 | Q2 2020 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Gradient Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Convergence Investment Partners, LLC | 1 | 1 | 0.03% | 0.13% | 0.23% | Q1 2018 | Q3 2019 | 2 |
NATIXIS | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2022 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.07% | 0.11% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Apriem Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 0.38% | 0.40% | 0.41% | Q2 2017 | Q3 2018 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2014 | Q3 2014 | 2 |
YorkBridge Wealth Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.10% | 0.27% | 0.43% | Q2 2015 | Q4 2016 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Quantamental Technologies LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
NEW ENGLAND SECURITIES CORP /MA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
WHITTIER TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q2 2015 | Q4 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2016 | Q3 2016 | 2 |
SpiderRock Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Daiwa Securities Group Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.21% | 0.30% | 0.40% | Q2 2015 | Q4 2015 | 2 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2020 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2020 | 2 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 2 |
Stratos Wealth Partners, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 2 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q3 2013 | 2 |
Wealthspire Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
State of Wyoming | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2023 | 2 |
Zions Bancorporation, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q1 2017 | 2 |
Bell Investment Advisors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 2 |
Roubaix Capital, LLC | 2 | 2 | 4.40% | 4.41% | 4.43% | Q1 2019 | Q2 2019 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2021 | 2 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
First Trust Direct Indexing L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
CX Institutional | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
BARINGS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Silvant Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ausbil Investment Management Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2022 | Q4 2022 | 1 |
STUDIO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WOLVERINE ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Airain ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q1 2016 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
PRIVATE TRUST CO NA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
APG Asset Management N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Arabesque Asset Management Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
EAM Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
Belpointe Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Illinois Municipal Retirement Fund | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
INCEPTIONR LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2023 | Q1 2023 | 1 |
R&F Capital Advisors LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
FLAGSHIP HARBOR ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
MARSHALL WACE ASIA Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OCCUDO QUANTITATIVE STRATEGIES LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Janney Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
THB ASSET MANAGEMENT | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Wellington Shields & Co., LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q3 2019 | Q3 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Alpha Quant Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Mitsubishi UFJ Asset Management Co., Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TD Waterhouse Canada Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
External links
This page lists all the filers that currently own STEPAN CO or have owned STEPAN CO in the past.