Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.29% | 1.20% | Q2 2013 | Q3 2023 | 121 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.23% | 1.00% | Q2 2013 | Q3 2023 | 98 |
TORONTO DOMINION BANK | 43 | 43 | 0.01% | 0.45% | 2.02% | Q1 2013 | Q3 2023 | 83 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 74 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.93% | 1.89% | Q2 2013 | Q3 2023 | 70 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 68 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.02% | 0.07% | Q1 2012 | Q3 2023 | 63 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q3 2023 | 60 |
Citadel Advisors | 31 | 1 | 0.00% | 0.00% | 0.08% | Q3 2013 | Q3 2023 | 56 |
HUNTINGTON NATIONAL BANK | 32 | 1 | 0.00% | 0.00% | 0.01% | Q1 2009 | Q3 2023 | 51 |
UBS Group AG | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 48 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 48 | 48 | 0.02% | 0.10% | 0.22% | Q4 2011 | Q3 2023 | 48 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2023 | 46 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 46 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 45 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 1.26% | 2.55% | Q1 2013 | Q3 2023 | 45 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 1.09% | 1.54% | Q2 2013 | Q3 2023 | 45 |
CANADA PENSION PLAN INVESTMENT BOARD | 43 | 43 | 0.00% | 0.07% | 0.24% | Q1 2013 | Q3 2023 | 43 |
MOTCO | 42 | 42 | 0.32% | 0.37% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
APG Asset Management N.V. | 42 | 42 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
AVIVA PLC | 42 | 42 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q3 2023 | 42 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.57% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Allianz Asset Management GmbH | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.64% | 1.01% | 1.42% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui Trust Holdings, Inc. | 42 | 42 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.01% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 0.78% | 1.00% | 1.95% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LETKO, BROSSEAU & ASSOCIATES INC | 42 | 42 | 2.35% | 2.90% | 3.78% | Q2 2013 | Q3 2023 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Addenda Capital Inc. | 42 | 42 | 0.07% | 0.28% | 1.20% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Alberta Investment Management Corp | 42 | 42 | 0.38% | 1.14% | 2.88% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.80% | 1.82% | 3.14% | Q2 2013 | Q3 2023 | 42 |
Hillsdale Investment Management Inc. | 42 | 42 | 0.36% | 1.92% | 4.58% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.01% | 0.05% | 0.14% | Q2 2012 | Q4 2022 | 42 |
SHELL ASSET MANAGEMENT CO | 42 | 42 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Swiss National Bank | 42 | 42 | 0.07% | 0.14% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.04% | 0.52% | 1.42% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
INTACT INVESTMENT MANAGEMENT INC. | 42 | 42 | 0.06% | 1.52% | 3.99% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
1832 Asset Management L.P. | 42 | 42 | 0.32% | 0.84% | 1.73% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.03% | 0.29% | 0.57% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.92% | 1.50% | 1.96% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
ONTARIO TEACHERS PENSION PLAN BOARD | 42 | 42 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TODD ASSET MANAGEMENT LLC | 42 | 42 | 0.03% | 0.42% | 0.77% | Q2 2013 | Q3 2023 | 42 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q3 2023 | 41 |
HBK Sorce Advisory LLC | 36 | 5 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
WELCH & FORBES LLC | 41 | 41 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 41 |
JARISLOWSKY, FRASER Ltd | 29 | 12 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 41 |
MACKENZIE FINANCIAL CORP | 30 | 11 | 0.36% | 0.81% | 1.26% | Q2 2013 | Q3 2023 | 41 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 41 | 41 | 0.08% | 0.11% | 0.16% | Q3 2013 | Q3 2023 | 41 |
Fiera Capital Corp | 34 | 7 | 0.01% | 0.18% | 0.90% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Tower Research Capital LLC (TRC) | 39 | 2 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Gulf International Bank (UK) Ltd | 40 | 40 | 0.00% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 40 |
JCIC Asset Management Inc. | 39 | 1 | 0.00% | 0.32% | 0.71% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
ROCKY MOUNTAIN ADVISERS, LLC | 40 | 40 | 0.01% | 0.07% | 0.18% | Q4 2013 | Q3 2023 | 40 |
PINNACLE ASSOCIATES LTD | 16 | 10 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 40 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 40 |
M&T BANK CORP | 37 | 3 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 40 |
Connor, Clark & Lunn Investment Management Ltd. | 39 | 39 | 0.50% | 1.49% | 3.02% | Q1 2014 | Q3 2023 | 39 |
PRUDENTIAL PLC | 26 | 13 | 0.00% | 0.09% | 0.26% | Q4 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
Cardinal Capital Management, Inc. | 25 | 13 | 0.77% | 3.50% | 5.78% | Q1 2014 | Q3 2023 | 38 |
Korea Investment CORP | 35 | 1 | 0.02% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 38 |
FIRST MANHATTAN CO. LLC. | 38 | 38 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 38 |
CENTRAL TRUST Co | 30 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
AGF INVESTMENTS INC. | 38 | 38 | 0.01% | 0.37% | 0.75% | Q2 2013 | Q3 2022 | 38 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2023 | 37 |
PCJ Investment Counsel Ltd. | 32 | 5 | 0.36% | 1.85% | 3.18% | Q3 2013 | Q3 2023 | 37 |
VANGUARD GROUP INC | 35 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 36 |
Candriam S.C.A. | 36 | 36 | 0.01% | 0.04% | 0.25% | Q4 2014 | Q3 2023 | 36 |
AMERIPRISE FINANCIAL INC | 22 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
GUARDIAN CAPITAL LP | 36 | 36 | 0.06% | 0.82% | 1.36% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2022 | 36 |
RAYMOND JAMES & ASSOCIATES | 31 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 22 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 36 |
Cutler Group LLC / CA | 11 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2020 | 36 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 7 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
Perkins Coie Trust Co | 24 | 11 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2023 | 35 |
SEI INVESTMENTS CO | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
LPL Financial LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
FARMERS & MERCHANTS INVESTMENTS INC | 27 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 35 |
Renaissance Technologies | 22 | 6 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q2 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Private Advisor Group, LLC | 16 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 35 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 1 | 0.00% | 0.00% | 0.04% | Q1 2014 | Q4 2023 | 34 |
PARSONS CAPITAL MANAGEMENT INC/RI | 33 | 1 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 34 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 34 |
Heathbridge Capital Management Ltd. | 33 | 1 | 0.05% | 0.07% | 0.12% | Q3 2014 | Q1 2023 | 34 |
AMP Capital Investors Ltd | 34 | 34 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2021 | 34 |
DORCHESTER WEALTH MANAGEMENT Co | 34 | 34 | 0.28% | 0.46% | 0.57% | Q2 2015 | Q3 2023 | 34 |
LINCLUDEN MANAGEMENT LTD | 34 | 34 | 0.08% | 3.75% | 26.59% | Q2 2013 | Q3 2021 | 34 |
PEAK6 Investments LLC | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q2 2023 | 34 |
CIBC Private Wealth Group, LLC | 31 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2022 | 33 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2021 | 33 |
Kistler-Tiffany Companies, LLC | 24 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 32 | 1 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q3 2023 | 33 |
Hills Bank & Trust Co | 32 | 32 | 0.12% | 0.26% | 0.34% | Q2 2013 | Q1 2021 | 32 |
Capital International Investors | 21 | 11 | 0.00% | 0.15% | 0.45% | Q2 2013 | Q1 2022 | 32 |
D. E. Shaw & Co., Inc. | 12 | 1 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q3 2023 | 32 |
DekaBank Deutsche Girozentrale | 30 | 1 | 0.00% | 0.05% | 0.12% | Q3 2013 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
FINANCIAL COUNSELORS INC | 26 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 31 |
PREMIER ASSET MANAGEMENT LLC | 28 | 3 | 0.07% | 0.18% | 0.35% | Q3 2013 | Q2 2021 | 31 |
OLD NATIONAL BANCORP /IN/ | 30 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q1 2023 | 31 |
Raymond James Financial Services Advisors, Inc. | 19 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 31 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 26 | 5 | 0.10% | 0.13% | 0.21% | Q4 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2020 | 31 |
ACADIAN ASSET MANAGEMENT LLC | 9 | 1 | 0.00% | 0.12% | 0.91% | Q3 2014 | Q3 2023 | 30 |
Grantham, Mayo, Van Otterloo & Co. LLC | 14 | 2 | 0.00% | 0.18% | 0.47% | Q2 2013 | Q3 2023 | 30 |
Cambridge Investment Research Advisors, Inc. | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 30 | 0.04% | 0.06% | 0.08% | Q2 2016 | Q3 2023 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 30 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 30 |
MONTRUSCO BOLTON INVESTMENTS INC. | 28 | 1 | 0.09% | 2.32% | 6.79% | Q4 2013 | Q3 2023 | 30 |
Advisory Services Network, LLC | 25 | 5 | 0.01% | 0.02% | 0.05% | Q3 2015 | Q1 2023 | 30 |
AMF Tjanstepension AB | 30 | 30 | 0.00% | 0.11% | 0.21% | Q4 2014 | Q1 2022 | 30 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 23 | 6 | 0.00% | 0.04% | 0.11% | Q3 2014 | Q4 2021 | 29 |
TWO SIGMA ADVISERS, LP | 19 | 3 | 0.00% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 29 |
CREDIT AGRICOLE S A | 18 | 11 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q3 2023 | 29 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 19 | 10 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
Allworth Financial LP | 26 | 3 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2023 | 29 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 29 | 29 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2020 | 29 |
Smithfield Trust Co | 28 | 28 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 20 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 28 |
MCF Advisors LLC | 21 | 7 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 28 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 16 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2021 | 28 |
Russell Investments Group, Ltd. | 28 | 28 | 0.01% | 0.07% | 0.10% | Q4 2016 | Q3 2023 | 28 |
Financial Engines Advisors L.L.C. | 28 | 28 | 0.00% | 0.20% | 0.70% | Q2 2013 | Q1 2020 | 28 |
Andra AP-fonden | 12 | 5 | 0.01% | 0.14% | 0.21% | Q1 2016 | Q2 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 13 | 2 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 28 |
World Asset Management Inc | 27 | 27 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 27 |
GEODE CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
Beutel, Goodman & Co Ltd. | 27 | 27 | 1.95% | 3.51% | 5.30% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
DUNCKER STREETT & CO INC | 16 | 11 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Highstreet Asset Management Inc. | 27 | 27 | 0.23% | 1.12% | 3.26% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 27 |
TWO SIGMA INVESTMENTS, LP | 18 | 1 | 0.00% | 0.07% | 0.17% | Q3 2013 | Q2 2023 | 27 |
Skandinaviska Enskilda Banken AB (publ) | 17 | 9 | 0.01% | 0.18% | 0.41% | Q4 2016 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2022 | 26 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 26 | 26 | 0.02% | 0.46% | 1.10% | Q2 2017 | Q3 2023 | 26 |
Baystate Wealth Management LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 26 | 26 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 26 |
Mn Services Vermogensbeheer B.V. | 15 | 1 | 0.10% | 0.17% | 0.68% | Q1 2016 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.07% | 0.13% | 0.30% | Q3 2016 | Q3 2023 | 26 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.05% | 0.07% | Q2 2013 | Q3 2019 | 26 |
FIL Ltd | 22 | 4 | 0.01% | 0.66% | 1.14% | Q2 2013 | Q3 2023 | 26 |
BNP Paribas Asset Management Holding S.A. | 24 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2021 | 25 |
FORSTA AP-FONDEN | 23 | 2 | 0.06% | 0.19% | 0.34% | Q1 2017 | Q3 2023 | 25 |
QS Investors, LLC | 23 | 2 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q1 2021 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q1 2022 | 25 |
CAPITAL GUARDIAN TRUST CO | 25 | 25 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2019 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 25 |
Vident Investment Advisory, LLC | 15 | 4 | 0.01% | 0.14% | 0.40% | Q1 2016 | Q2 2023 | 25 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 1 | 0.05% | 1.93% | 5.10% | Q3 2014 | Q3 2023 | 25 |
CIGNA INVESTMENTS INC /NEW | 25 | 25 | 0.02% | 0.05% | 0.12% | Q3 2017 | Q3 2023 | 25 |
Onex Canada Asset Management Inc. | 24 | 24 | 0.89% | 2.21% | 5.48% | Q4 2017 | Q3 2023 | 24 |
WASHINGTON TRUST Co | 15 | 1 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2023 | 24 |
State of Tennessee, Treasury Department | 16 | 2 | 0.07% | 0.11% | 0.16% | Q4 2014 | Q3 2023 | 24 |
K.J. Harrison & Partners Inc | 13 | 2 | 0.04% | 0.19% | 0.76% | Q3 2016 | Q2 2023 | 24 |
Waratah Capital Advisors Ltd. | 8 | 1 | 0.04% | 0.49% | 4.64% | Q2 2013 | Q3 2023 | 24 |
People's United Financial, Inc. | 20 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.06% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.08% | 0.11% | 0.15% | Q4 2017 | Q3 2023 | 24 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 21 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 24 |
First Bank & Trust | 23 | 1 | 0.05% | 0.13% | 0.17% | Q4 2016 | Q2 2023 | 24 |
EARNEST PARTNERS LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 23 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 23 |
VAN ECK ASSOCIATES CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
JANUS HENDERSON GROUP PLC | 23 | 23 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2019 | 23 |
Man Group plc | 23 | 23 | 0.02% | 0.15% | 0.52% | Q1 2018 | Q3 2023 | 23 |
SIG North Trading, ULC | 8 | 8 | 0.02% | 0.74% | 3.12% | Q4 2021 | Q3 2023 | 23 |
Northwest Bancshares, Inc. | 14 | 9 | 0.04% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 23 |
CIDEL ASSET MANAGEMENT INC | 22 | 22 | 0.62% | 1.20% | 1.79% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Cumberland Partners Ltd | 22 | 22 | 0.04% | 0.09% | 0.17% | Q2 2018 | Q3 2023 | 22 |
D'Orazio & Associates, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2021 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
FIRST NATIONAL TRUST CO | 22 | 22 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q4 2022 | 22 |
LS Investment Advisors, LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
CITY HOLDING CO | 21 | 21 | 0.03% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
GUGGENHEIM CAPITAL LLC | 20 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2021 | 21 |
Covington Capital Management | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
Quantbot Technologies LP | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2022 | 21 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 21 | 21 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q2 2018 | 21 |
Cetera Investment Advisers | 21 | 21 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
Polar Asset Management Partners Inc. | 11 | 4 | 0.01% | 0.19% | 0.60% | Q2 2019 | Q1 2023 | 21 |
Sentry Investments Corp. | 20 | 20 | 0.02% | 0.30% | 1.38% | Q2 2013 | Q1 2018 | 20 |
AMUNDI ASSET MANAGEMENT US, INC. | 20 | 20 | 0.03% | 0.08% | 0.12% | Q2 2016 | Q1 2021 | 20 |
Plante Moran Financial Advisors, LLC | 20 | 20 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q4 2021 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q2 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Unison Advisors LLC | 20 | 20 | 0.22% | 0.62% | 1.35% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 20 |
PEAK6 Group LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2017 | 20 |
AQR Capital Management | 18 | 1 | 0.00% | 0.01% | 0.07% | Q4 2012 | Q1 2019 | 20 |
North Star Investment Management Corp. | 12 | 8 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 20 |
Assenagon Asset Management S.A. | 19 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 20 |
AE Wealth Management LLC | 18 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q4 2021 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Sandy Spring Bank | 10 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 19 |
AMERICAN CENTURY COMPANIES INC | 16 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 19 |
SYNOVUS FINANCIAL CORP | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 19 |
Steward Partners Investment Advisory, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
MUFG Americas Holdings Corp | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q4 2019 | 19 |
VERTEX ONE ASSET MANAGEMENT INC. | 19 | 19 | 0.05% | 0.20% | 0.41% | Q2 2013 | Q4 2017 | 19 |
BURNEY CO/ | 19 | 19 | 0.02% | 0.10% | 0.32% | Q1 2019 | Q3 2023 | 19 |
FEDERATED HERMES, INC. | 19 | 19 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 14 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Lombard Odier Asset Management (Europe) Ltd | 13 | 1 | 0.01% | 0.03% | 0.10% | Q2 2016 | Q2 2022 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.02% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 18 |
COMMERCE BANK | 18 | 18 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2017 | 18 |
I.G. INVESTMENT MANAGEMENT, LTD. | 18 | 18 | 0.97% | 1.97% | 2.85% | Q2 2013 | Q3 2017 | 18 |
ATLAS CAPITAL ADVISORS LLC | 10 | 2 | 0.00% | 0.04% | 0.30% | Q1 2018 | Q3 2023 | 18 |
Wambolt & Associates, LLC | 18 | 18 | 0.22% | 0.35% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Cornerstone Advisors, Inc. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2020 | 18 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 18 | 18 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q4 2021 | 18 |
UNIO CAPITAL LLC | 18 | 18 | 0.00% | 0.18% | 0.32% | Q4 2017 | Q1 2022 | 18 |
Mondrian Investment Partners LTD | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2020 | 17 |
Asset Planning Services, Ltd. | 15 | 2 | 0.01% | 0.03% | 0.06% | Q2 2015 | Q3 2019 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q4 2023 | 17 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 17 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q2 2017 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q2 2023 | 17 |
AdvisorNet Financial, Inc | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 17 |
SALEM INVESTMENT COUNSELORS INC | 11 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 17 |
Quadrature Capital Ltd | 4 | 1 | 0.02% | 0.33% | 1.04% | Q3 2015 | Q2 2023 | 17 |
Mitsubishi UFJ Trust & Banking Corp | 10 | 6 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 16 |
DELTA LLOYD NV | 16 | 16 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q1 2017 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 16 |
Veritable, L.P. | 8 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 16 |
Glassman Wealth Services | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 4 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2018 | 16 |
Financial Advantage, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 16 |
FIRST TRUST ADVISORS LP | 16 | 16 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH BANK OF AUSTRALIA | 16 | 16 | 0.03% | 0.03% | 0.04% | Q3 2015 | Q2 2019 | 16 |
Hexavest Inc. | 7 | 1 | 0.02% | 0.13% | 0.25% | Q4 2013 | Q3 2020 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.24% | 0.30% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.16% | 0.29% | 0.61% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
VILLERE ST DENIS J & CO LLC | 10 | 2 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Quilter Plc | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2020 | 16 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 16 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 15 |
Cribstone Capital Management, LLC | 15 | 15 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q4 2019 | 15 |
OFI Advisors LLC | 11 | 4 | 0.00% | 0.01% | 0.02% | Q3 2011 | Q3 2015 | 15 |
FDx Advisors, Inc. | 10 | 1 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q1 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Cetera Advisor Networks LLC | 14 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 15 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2023 | 15 |
WESTPAC BANKING CORP | 12 | 1 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q1 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.02% | 0.12% | 0.27% | Q3 2009 | Q2 2018 | 15 |
CAPITAL CITY TRUST CO/FL | 7 | 1 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q3 2023 | 15 |
Sutton Wealth Advisors Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Lingohr Asset Management GmbH | 10 | 2 | 0.17% | 0.75% | 3.27% | Q2 2013 | Q4 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
NATIXIS | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2023 | 15 |
Value Partners Investments Inc. | 15 | 15 | 3.23% | 5.39% | 6.08% | Q1 2020 | Q3 2023 | 15 |
QV Investors Inc. | 15 | 15 | 1.96% | 3.72% | 5.70% | Q1 2020 | Q3 2023 | 15 |
Scheer, Rowlett & Associates Investment Management Ltd. | 15 | 15 | 0.93% | 2.51% | 3.59% | Q2 2013 | Q4 2016 | 15 |
AMG National Trust Bank | 15 | 15 | 0.08% | 0.11% | 0.13% | Q2 2013 | Q4 2016 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q1 2022 | 15 |
MML INVESTORS SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2019 | 15 |
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 8 | 1 | 0.03% | 0.08% | 0.25% | Q1 2014 | Q2 2023 | 15 |
MYCIO WEALTH PARTNERS, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 14 |
Avior Wealth Management, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Stevens First Principles Investment Advisors | 14 | 14 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2019 | 14 |
AHL Partners LLP | 14 | 14 | 0.01% | 0.19% | 0.43% | Q3 2014 | Q4 2017 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
Trexquant Investment LP | 4 | 1 | 0.01% | 0.06% | 0.23% | Q1 2015 | Q1 2023 | 14 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 14 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 14 | 0.00% | 0.04% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Clark Capital Management Group, Inc. | 11 | 1 | 0.05% | 0.39% | 0.63% | Q3 2014 | Q1 2021 | 14 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.03% | 0.16% | Q2 2018 | Q3 2023 | 14 |
Qube Research & Technologies Ltd | 8 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
RITHOLTZ WEALTH MANAGEMENT | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Private Capital Group, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 14 |
MONECO Advisors, LLC | 8 | 2 | 0.07% | 0.11% | 0.17% | Q3 2019 | Q3 2023 | 14 |
USS Investment Management Ltd | 9 | 4 | 0.05% | 0.14% | 0.30% | Q2 2019 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 13 |
Balentine LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 13 |
Lenox Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q4 2020 | 13 |
Bridgewater Associates | 12 | 1 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q1 2020 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Magnetar Financial LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2015 | Q3 2022 | 13 |
Capital World Investors | 11 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
Strategic Advisors LLC | 13 | 13 | 0.34% | 0.54% | 0.79% | Q2 2013 | Q2 2016 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Compagnie Lombard Odier SCmA | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 13 |
Paloma Partners Management Co | 5 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 13 |
Spectrum Management Group, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2018 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2023 | 13 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2022 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 13 |
TOBAM | 7 | 6 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Triasima Portfolio Management inc. | 12 | 12 | 0.47% | 1.59% | 3.04% | Q4 2020 | Q3 2023 | 12 |
CAPITAL INTERNATIONAL LTD /CA/ | 12 | 12 | 0.04% | 0.07% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.59% | 0.66% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Lorne Steinberg Wealth Management Inc. | 12 | 12 | 0.78% | 2.07% | 2.64% | Q4 2020 | Q3 2023 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Greystone Managed Investments Inc. | 12 | 12 | 0.37% | 2.01% | 2.76% | Q4 2016 | Q3 2019 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.06% | 0.11% | 0.26% | Q4 2020 | Q3 2023 | 12 |
CULLEN/FROST BANKERS, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
PhiloSmith Capital Corp | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2021 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
Achmea Investment Management B.V. | 7 | 5 | 0.00% | 0.10% | 0.25% | Q3 2020 | Q3 2023 | 12 |
BlackRock Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.25% | 0.37% | 0.64% | Q4 2013 | Q3 2016 | 12 |
PICTET ASSET MANAGEMENT LTD | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q2 2021 | 12 |
AlphaCrest Capital Management LLC | 12 | 12 | 0.04% | 0.19% | 0.54% | Q4 2019 | Q3 2022 | 12 |
Tacita Capital Inc | 12 | 12 | 0.01% | 0.16% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.08% | 0.13% | 0.16% | Q4 2015 | Q3 2018 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Counsel Portfolio Services Inc. | 11 | 1 | 0.24% | 0.68% | 0.93% | Q2 2013 | Q2 2016 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Capital International Sarl | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Twin Tree Management, LP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q1 2023 | 11 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q1 2019 | 11 |
Argent Trust Co | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 11 |
M&G INVESTMENT MANAGEMENT LTD | 11 | 11 | 0.03% | 0.08% | 0.14% | Q4 2019 | Q2 2022 | 11 |
Princeton Alpha Management LP | 4 | 3 | 0.07% | 0.16% | 0.43% | Q4 2013 | Q1 2017 | 11 |
Amundi | 10 | 10 | 0.00% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 3 | 1 | 0.01% | 0.03% | 0.08% | Q2 2014 | Q1 2023 | 11 |
Baird Financial Group, Inc. | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 11 |
BOSTON FINANCIAL MANGEMENT LLC | 8 | 3 | 0.01% | 0.22% | 0.33% | Q2 2016 | Q3 2023 | 11 |
BEACON TRUST CO | 11 | 11 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2017 | 11 |
Virtu KCG Holdings LLC | 4 | 2 | 0.00% | 0.01% | 0.08% | Q3 2013 | Q1 2017 | 11 |
Advisory Resource Group | 11 | 11 | 0.07% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Rempart Asset Management Inc. | 11 | 11 | 0.12% | 0.19% | 0.23% | Q2 2021 | Q4 2023 | 11 |
Alpha Cubed Investments, LLC | 11 | 11 | 0.10% | 0.39% | 0.82% | Q4 2013 | Q2 2016 | 11 |
GROUP ONE TRADING, L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2023 | 11 |
ICON ADVISERS INC/CO | 7 | 4 | 0.07% | 0.21% | 0.42% | Q2 2015 | Q2 2018 | 11 |
Concord Wealth Partners | 7 | 4 | 0.02% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
RHUMBLINE ADVISERS | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 11 |
Hazelview Securities Inc. | 11 | 11 | 0.08% | 0.72% | 1.74% | Q1 2017 | Q3 2019 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.19% | 0.57% | 1.26% | Q2 2013 | Q4 2015 | 11 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 11 |
AJO, LP | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 11 |
Zions Bancorporation | 10 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2017 | 11 |
Flaharty Asset Management, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 11 |
Bell Bank | 11 | 11 | 0.23% | 0.78% | 1.02% | Q2 2013 | Q4 2015 | 11 |
NICOLA WEALTH MANAGEMENT LTD. | 11 | 11 | 0.75% | 1.60% | 2.38% | Q1 2018 | Q3 2020 | 11 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.08% | 0.12% | 0.14% | Q1 2016 | Q3 2018 | 11 |
EMERSON INVESTMENT MANAGEMENT, LLC | 11 | 11 | 0.42% | 0.55% | 0.65% | Q3 2013 | Q1 2016 | 11 |
Krilogy Financial LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2018 | 11 |
Banque Cantonale Vaudoise | 6 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Apex Capital Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2016 | 10 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2022 | 10 |
TDAM USA INC. | 10 | 10 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2018 | 10 |
Pathway Financial Advisors LLC | 4 | 2 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Pacer Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.10% | Q4 2013 | Q3 2023 | 10 |
FIRSTMERIT BANK N A TRUSTEE | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q2 2016 | 10 |
Capital Bank & Trust Co | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
Rathbones Group PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
IMA Wealth, Inc. | 10 | 10 | 0.12% | 0.17% | 0.21% | Q3 2013 | Q4 2015 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LBA Wealth Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2016 | 10 |
Human Investing LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
DC Investments Management, LLC | 6 | 4 | 0.11% | 0.20% | 0.30% | Q4 2017 | Q2 2020 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 10 | 10 | 0.09% | 0.15% | 0.17% | Q2 2021 | Q3 2023 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.08% | 0.09% | 0.10% | Q1 2018 | Q2 2020 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
Zurich Insurance Group Ltd/FI | 8 | 2 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q2 2023 | 10 |
Whitnell & Co. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2018 | 9 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.10% | 0.34% | Q3 2013 | Q2 2023 | 9 |
DEERE & CO | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2016 | 9 |
Brookfield Asset Management | 5 | 4 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 9 |
WOODSTOCK CORP | 9 | 9 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2023 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q2 2021 | 9 |
BI Asset Management Fondsmaeglerselskab A/S | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Dynamic Technology Lab Private Ltd | 2 | 1 | 0.04% | 0.10% | 0.27% | Q1 2015 | Q3 2022 | 9 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 9 |
Waverly Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 9 |
Spire Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 9 |
Hartford Financial Management Inc. | 7 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2015 | 9 |
WHITTIER TRUST CO | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Salient Capital Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q1 2015 | Q1 2017 | 9 |
Key FInancial Inc | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Asset Dedication, LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
COLONY GROUP LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 9 |
West Family Investments, Inc. | 5 | 4 | 0.06% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 9 |
STONERIDGE INVESTMENT PARTNERS LLC | 9 | 9 | 0.24% | 0.62% | 0.86% | Q4 2013 | Q4 2015 | 9 |
MIROVA | 8 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 9 |
Financial Management Professionals, Inc. | 8 | 1 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q1 2023 | 9 |
Mason & Associates Inc | 8 | 8 | 0.31% | 0.34% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Concert Wealth Management Inc. | 8 | 8 | 0.14% | 0.19% | 0.25% | Q4 2014 | Q3 2016 | 8 |
MERCER GLOBAL ADVISORS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Blume Capital Management, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q3 2015 | 8 |
Apriem Advisors | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
GAMCO INVESTORS, INC. ET AL | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2017 | 8 |
Wealthspire Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Texas Capital Bank Wealth Management Services Inc | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Stanford Investment Group, Inc. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
BRYN MAWR CAPITAL MANAGEMENT INC | 5 | 3 | 0.06% | 0.31% | 0.74% | Q2 2013 | Q2 2015 | 8 |
LGT Group Foundation | 8 | 8 | 0.41% | 0.46% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Schonfeld Strategic Advisors LLC | 4 | 2 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q3 2022 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cresset Asset Management, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
WFG Advisors, LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
NorthCoast Asset Management LLC | 4 | 1 | 0.01% | 0.14% | 0.22% | Q2 2014 | Q2 2019 | 8 |
Vontobel Holding Ltd. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Gradient Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LEUTHOLD GROUP, LLC | 6 | 2 | 0.09% | 0.27% | 0.37% | Q2 2013 | Q1 2018 | 8 |
PineBridge Investments, L.P. | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2016 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.96% | 1.00% | 1.05% | Q4 2021 | Q3 2023 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.03% | 0.15% | 0.37% | Q2 2018 | Q2 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 2.47% | 2.62% | 2.86% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 8 |
Avalon Investment & Advisory | 8 | 8 | 0.31% | 0.34% | 0.39% | Q3 2020 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.29% | 0.50% | 0.83% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Antonetti Capital Management LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
OppenheimerFunds, Inc. | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
1ST SOURCE BANK | 7 | 7 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Legg Mason Asset Management (Japan) Co., Ltd. | 7 | 7 | 0.55% | 1.13% | 1.69% | Q4 2015 | Q2 2017 | 7 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 7 |
Pinkerton Retirement Specialists, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q3 2018 | 7 |
ClariVest Asset Management LLC | 7 | 7 | 0.11% | 0.12% | 0.14% | Q3 2021 | Q1 2023 | 7 |
ING GROEP NV | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 7 |
Regal Investment Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Community Bank, N.A. | 7 | 7 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q4 2020 | 7 |
Metis Global Partners, LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Vigilant Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.13% | 0.17% | 0.21% | Q2 2013 | Q4 2014 | 7 |
NORDEA INVESTMENT MANAGEMENT AB | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 7 |
Parallax Volatility Advisers, L.P. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 7 |
Daiwa Securities Group Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 7 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
OMERS ADMINISTRATION Corp | 6 | 1 | 0.01% | 0.09% | 0.14% | Q4 2015 | Q2 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Marshall Wace North America L.P. | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q1 2021 | 7 |
Rockefeller Capital Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2022 | 7 |
Clarius Group, LLC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Fieldpoint Private Securities, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2022 | 7 |
Thornmark Asset Management Inc. | 7 | 7 | 2.29% | 3.87% | 4.76% | Q2 2013 | Q4 2014 | 7 |
Gotham Asset Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
1st Global Advisors, Inc. | 6 | 1 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q2 2017 | 7 |
Sowell Financial Services LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2019 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.08% | 0.20% | Q2 2018 | Q3 2023 | 7 |
OXFORD ASSET MANAGEMENT LLP | 4 | 2 | 0.01% | 0.04% | 0.06% | Q2 2014 | Q4 2015 | 6 |
Capital Analysts, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Symphony Financial, Ltd. Co. | 6 | 6 | 0.31% | 0.66% | 0.90% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Sequoia Financial Advisors, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Power Corp of Canada | 5 | 1 | 0.35% | 0.67% | 0.95% | Q1 2022 | Q3 2023 | 6 |
Pendal Group Ltd | 4 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 6 |
Chevy Chase Trust Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 6 |
OSSIAM | 5 | 1 | 0.02% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NWAM LLC | 6 | 6 | 0.31% | 0.44% | 0.50% | Q1 2013 | Q2 2014 | 6 |
MUFG Securities EMEA plc | 3 | 1 | 0.15% | 0.85% | 2.31% | Q1 2019 | Q2 2023 | 6 |
Confluence Wealth Services, Inc. | 6 | 6 | 0.05% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Cipher Capital LP | 2 | 1 | 0.03% | 0.14% | 0.30% | Q3 2015 | Q3 2022 | 6 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.20% | 1.11% | Q3 2016 | Q3 2022 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2016 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 6 | 6 | 0.08% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6 | 6 | 0.11% | 0.17% | 0.41% | Q3 2017 | Q4 2018 | 6 |
BNP PARIBAS FINANCIAL MARKETS | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2022 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FORA Capital, LLC | 2 | 1 | 0.01% | 0.06% | 0.14% | Q4 2019 | Q2 2022 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
STATE STREET CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Nationwide Fund Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 6 |
Laurel Wealth Planning LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 6 |
Financial Architects, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Csenge Advisory Group | 5 | 1 | 0.03% | 0.04% | 0.05% | Q3 2018 | Q1 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q3 2019 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
Pinnacle Wealth Planning Services, Inc. | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 5 |
MASON STREET ADVISORS, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2014 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2014 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.02% | 0.07% | 0.18% | Q4 2016 | Q1 2023 | 5 |
Savior LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Alexandria Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.30% | 0.37% | 0.43% | Q4 2018 | Q4 2019 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 5 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 5 | 5 | 2.18% | 2.39% | 2.73% | Q3 2017 | Q3 2018 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Edgestream Partners, L.P. | 3 | 2 | 0.02% | 0.06% | 0.13% | Q4 2021 | Q1 2023 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2017 | Q3 2018 | 5 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2017 | 5 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q3 2018 | 5 |
Pegasus Partners Ltd. | 5 | 5 | 0.21% | 0.40% | 0.62% | Q4 2016 | Q4 2017 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 5 |
National Pension Service | 4 | 1 | 0.13% | 0.15% | 0.18% | Q4 2016 | Q1 2020 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q3 2015 | 5 |
MUFG SECURITIES (CANADA), LTD. | 5 | 5 | 0.65% | 1.01% | 1.93% | Q4 2020 | Q4 2021 | 5 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 2 | 1 | 0.00% | 0.05% | 0.11% | Q1 2014 | Q2 2022 | 5 |
Rehmann Capital Advisory Group | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
NorthCrest Asset Manangement, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Numeric Investors LLC | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2022 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Acrospire Investment Management LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q1 2016 | Q1 2017 | 5 |
ADVISOR PARTNERS II, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Independent Portfolio Consultants, Inc. | 3 | 1 | 0.00% | 0.17% | 0.23% | Q2 2013 | Q1 2015 | 4 |
IEQ CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.24% | 0.26% | 0.28% | Q3 2022 | Q3 2023 | 4 |
PhiloSmith Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 4 |
Arlington Capital Management, Inc. | 2 | 2 | 0.98% | 1.15% | 1.48% | Q3 2016 | Q3 2017 | 4 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Tetrem Capital Management Ltd. | 4 | 4 | 0.33% | 0.59% | 0.81% | Q4 2014 | Q3 2015 | 4 |
Addison Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
MQS Management LLC | 3 | 1 | 0.26% | 0.36% | 0.49% | Q1 2022 | Q3 2023 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 4 |
Realta Investment Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
FRED ALGER MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q1 2018 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
ACUITY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.09% | 0.47% | 0.77% | Q2 2014 | Q1 2015 | 4 |
INTRUST BANK NA | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FAYEZ SAROFIM & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2016 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 4 | 4 | 0.02% | 0.22% | 0.47% | Q4 2021 | Q3 2022 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
NewEdge Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.05% | 0.19% | 0.33% | Q1 2021 | Q3 2022 | 4 |
CHEMICAL BANK | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2016 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.28% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 4 |
PUTNAM INVESTMENTS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 4 |
ROYAL LONDON ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Unigestion Holding SA | 4 | 4 | 0.38% | 0.40% | 0.44% | Q2 2022 | Q1 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Lester Murray Antman dba SimplyRich | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q1 2019 | 4 |
One Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Penserra Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Stonebridge Capital Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2017 | 4 |
Baader Bank Aktiengesellschaft | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Ethic Inc. | 4 | 4 | 0.05% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q1 2014 | 4 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.21% | 0.21% | 0.21% | Q1 2021 | Q2 2021 | 4 |
NORTH AMERICAN MANAGEMENT CORP | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.07% | 0.30% | 0.48% | Q4 2019 | Q3 2022 | 4 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2019 | 4 |
TCI Wealth Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q1 2016 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.08% | 0.10% | Q2 2015 | Q4 2015 | 3 |
AustralianSuper Pty Ltd | 2 | 1 | 0.01% | 0.09% | 0.15% | Q3 2021 | Q2 2023 | 3 |
Cadence Bank | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Harvest Portfolios Group Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
HHM Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Algebris Investments (UK) LLP | 2 | 1 | 0.28% | 0.76% | 1.12% | Q2 2013 | Q2 2015 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Summit Trail Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
SAC Capital Advisors LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 3 |
FINANCIAL MANAGEMENT NETWORK INC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q4 2021 | 3 |
Convergence Investment Partners, LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
TFO Wealth Partners, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 1 | 0.06% | 0.07% | 0.07% | Q4 2021 | Q2 2023 | 3 |
MOODY ALDRICH PARTNERS LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2020 | Q1 2021 | 3 |
HighVista Strategies LLC | 2 | 1 | 0.14% | 0.30% | 0.49% | Q3 2015 | Q3 2016 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 3 | 0.59% | 1.14% | 1.48% | Q4 2016 | Q2 2017 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.06% | 0.71% | 1.98% | Q4 2020 | Q2 2021 | 3 |
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD | 3 | 3 | 1.84% | 1.93% | 2.00% | Q2 2013 | Q4 2013 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.12% | 0.22% | 0.30% | Q2 2022 | Q2 2023 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TRUE Private Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2019 | 3 |
Evercore Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 2 | 1 | 0.04% | 0.11% | 0.22% | Q1 2018 | Q1 2022 | 3 |
RS INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
Utah Retirement Systems | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.02% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Schechter Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Hudock, Inc. | 3 | 3 | 0.01% | 0.04% | 0.05% | Q4 2013 | Q2 2014 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Lee Financial Co | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q4 2023 | 3 |
Beacon Pointe Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Goodwin Investment Advisory | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Bartlett & Co. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.38% | 0.59% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Arbor Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Athanor Capital, LP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Strategic Global Advisors, LLC | 3 | 3 | 0.25% | 0.28% | 0.30% | Q4 2020 | Q2 2021 | 3 |
C M BIDWELL & ASSOCIATES LTD | 2 | 1 | 0.04% | 0.31% | 0.85% | Q2 2014 | Q2 2016 | 3 |
COWA, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CCM INVESTMENT ADVISERS LLC | 3 | 3 | 0.27% | 0.45% | 0.65% | Q2 2013 | Q4 2013 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.07% | 0.09% | 0.12% | Q2 2016 | Q4 2016 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 3 |
MAVERICK CAPITAL LTD | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Homrich & Berg | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2017 | Q1 2018 | 3 |
First City Capital Management, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
EverSource Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Cinctive Capital Management LP | 2 | 1 | 0.18% | 0.44% | 0.76% | Q2 2020 | Q1 2021 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Cetera Advisors LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Well Done, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 2 |
Empowered Funds, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.27% | 0.54% | Q3 2016 | Q1 2017 | 2 |
DAVIS-REA LTD. | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2018 | Q3 2018 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.03% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
XTX Topco Ltd | 2 | 2 | 0.09% | 0.12% | 0.16% | Q2 2022 | Q3 2022 | 2 |
State of Wyoming | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FinTrust Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
XPONANCE, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 2 |
F&C Asset Management plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Symmetry Partners, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q3 2019 | Q1 2020 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 2 |
UniSuper Management Pty Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Petrus Trust Company, LTA | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Scoria Capital Partners LP | 1 | 1 | 1.71% | 2.19% | 2.67% | Q2 2015 | Q2 2015 | 2 |
Quadrature Capital LLP | 2 | 2 | 0.35% | 0.43% | 0.51% | Q1 2015 | Q2 2015 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
SG Americas Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
NVWM, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Norway Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q4 2015 | 2 |
ICM ASSET MANAGEMENT INC/WA | 2 | 2 | 0.55% | 0.55% | 0.55% | Q1 2015 | Q2 2015 | 2 |
Carroll Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q1 2019 | 2 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
KEYBANK NATIONAL ASSOCIATION/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2019 | 2 |
OPSEU Pension Plan Trust Fund | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
PDS Planning, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.22% | 0.23% | 0.24% | Q3 2023 | Q4 2023 | 2 |
SWS Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Invictus RG Pte. Ltd. | 2 | 2 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Handelsbanken Fonder AB | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Brookstone Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Pearl River Capital, LLC | 2 | 2 | 0.12% | 0.19% | 0.26% | Q3 2022 | Q4 2022 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2014 | Q1 2015 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.09% | 0.17% | 0.25% | Q1 2017 | Q1 2021 | 2 |
Natixis Investment Managers International | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 2 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 1.53% | 1.58% | 1.64% | Q2 2013 | Q3 2013 | 2 |
Sound View Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2016 | 2 |
AM INVESTMENT STRATEGIES LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Investment Management Corp of Ontario | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
COWEN INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 1.52% | 1.52% | 1.52% | Q1 2017 | Q1 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
SPROTT INC. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2013 | Q3 2013 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Versor Investments LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2018 | Q2 2018 | 1 |
HABER TRILIX ADVISORS, LP | 1 | 1 | 4.56% | 4.56% | 4.56% | Q2 2013 | Q2 2013 | 1 |
V-Square Quantitative Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AEGON ASSET MANAGEMENT UK PLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
NATIONAL PLANNING CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
British Airways Pensions Investment Management Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
SRS Capital Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ballast, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Kula Investments, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Desjardins Global Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2017 | Q1 2017 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
TCW GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CHECK CAPITAL MANAGEMENT INC/CA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2012 | Q4 2012 | 1 |
Weil Company, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
FRANKLIN STREET ADVISORS INC /NC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2017 | Q1 2017 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Walleye Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Man Investments Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CenterBook Partners LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Gideon Capital Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Delta Lloyd Asset Management N.V. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Bogart Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Jupiter Investment Management Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2017 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
VIRGINIA RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Mizuho Trust & Banking Co., Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CX Institutional | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CFS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
RAIFF PARTNERS INC | 1 | 1 | 6.69% | 6.69% | 6.69% | Q2 2017 | Q2 2017 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Nexus Investment Management ULC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q2 2018 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Stokes Family Office, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SEEYOND | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2020 | Q3 2020 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2016 | Q4 2016 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hanson & Doremus Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HOERTKORN RICHARD CHARLES | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q2 2014 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own SUN LIFE FINL INC or have owned SUN LIFE FINL INC in the past.