Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.17% | Q4 2015 | Q3 2023 | 88 |
Citadel Advisors | 29 | 2 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 84 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 4 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 82 |
WOLVERINE TRADING, LLC | 21 | 4 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 71 |
GOLDMAN SACHS GROUP INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 69 |
Parallax Volatility Advisers, L.P. | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 61 |
Walleye Trading LLC | 21 | 1 | 0.00% | 0.02% | 0.09% | Q1 2018 | Q3 2023 | 60 |
CITIGROUP INC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 59 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.06% | Q3 2018 | Q3 2023 | 55 |
JANE STREET GROUP, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 49 |
MILLENNIUM MANAGEMENT LLC | 29 | 3 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 49 |
D. E. Shaw & Co., Inc. | 16 | 2 | 0.00% | 0.01% | 0.12% | Q3 2015 | Q3 2023 | 48 |
BARCLAYS PLC | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 47 |
UBS Group AG | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 44 |
CREDIT SUISSE AG/ | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 43 |
HAP Trading, LLC | 18 | 3 | 0.00% | 0.07% | 0.93% | Q2 2018 | Q3 2023 | 43 |
Caption Management, LLC | 10 | 7 | 0.01% | 0.42% | 2.38% | Q2 2019 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 41 |
TWO SIGMA INVESTMENTS, LP | 16 | 1 | 0.00% | 0.02% | 0.48% | Q2 2017 | Q4 2021 | 39 |
ROYAL BANK OF CANADA | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 35 |
Point72 Asset Management, L.P. | 12 | 1 | 0.00% | 0.06% | 0.19% | Q4 2015 | Q3 2023 | 35 |
WELLS FARGO & COMPANY/MN | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 34 |
DnB Asset Management AS | 34 | 34 | 0.11% | 0.33% | 0.51% | Q3 2015 | Q4 2023 | 34 |
Invesco Ltd. | 33 | 33 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q3 2023 | 33 |
STATE STREET CORP | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
GEODE CAPITAL MANAGEMENT, LLC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
VAN ECK ASSOCIATES CORP | 33 | 33 | 0.01% | 0.13% | 0.57% | Q3 2015 | Q3 2023 | 33 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Bank of New York Mellon Corp | 33 | 33 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 33 |
NORTHERN TRUST CORP | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
MORGAN STANLEY | 33 | 33 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 33 |
VANGUARD GROUP INC | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 33 |
Handelsbanken Fonder AB | 32 | 32 | 0.02% | 0.25% | 0.68% | Q4 2015 | Q3 2023 | 32 |
Swiss National Bank | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 32 |
NEW YORK STATE COMMON RETIREMENT FUND | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
RHUMBLINE ADVISERS | 32 | 32 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2023 | 32 |
JPMORGAN CHASE & CO | 30 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
FMR LLC | 32 | 32 | 0.00% | 0.03% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Cubist Systematic Strategies, LLC | 16 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2023 | 31 |
Perkins Coie Trust Co | 31 | 31 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 31 |
AMERICAN INTERNATIONAL GROUP, INC. | 31 | 31 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
BlackRock Inc. | 31 | 31 | 0.00% | 0.01% | 0.05% | Q1 2016 | Q3 2023 | 31 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 31 | 31 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2023 | 31 |
FIRST TRUST ADVISORS LP | 31 | 31 | 0.00% | 0.03% | 0.14% | Q1 2016 | Q3 2023 | 31 |
VOYA INVESTMENT MANAGEMENT LLC | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 30 |
NORGES BANK | 30 | 30 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q4 2022 | 30 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 30 | 30 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 30 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 21 | 9 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 30 |
Legal & General Group Plc | 30 | 30 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q3 2023 | 30 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
UBS ASSET MANAGEMENT AMERICAS INC | 29 | 29 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 29 |
HSBC HOLDINGS PLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 29 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.06% | 0.21% | Q4 2016 | Q3 2023 | 28 |
ARDSLEY ADVISORY PARTNERS LP | 14 | 1 | 0.05% | 2.59% | 6.27% | Q1 2016 | Q3 2023 | 28 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 15 | 13 | 0.00% | 0.15% | 0.52% | Q3 2015 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 27 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 27 | 27 | 0.05% | 0.25% | 0.73% | Q1 2017 | Q3 2023 | 27 |
Ameritas Investment Partners, Inc. | 27 | 27 | 0.00% | 0.04% | 0.18% | Q1 2017 | Q3 2023 | 27 |
GILDER GAGNON HOWE & CO LLC | 17 | 1 | 0.00% | 0.13% | 0.68% | Q4 2015 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 14 | 2 | 0.00% | 0.01% | 0.07% | Q3 2015 | Q3 2023 | 27 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 27 |
SG Americas Securities, LLC | 25 | 1 | 0.00% | 0.01% | 0.06% | Q3 2016 | Q3 2023 | 27 |
DAVENPORT & Co LLC | 21 | 6 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 27 |
Jefferies Group LLC | 13 | 2 | 0.00% | 0.01% | 0.08% | Q3 2017 | Q3 2022 | 26 |
GROUP ONE TRADING, L.P. | 14 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 26 |
SHELTON CAPITAL MANAGEMENT | 13 | 13 | 0.01% | 0.07% | 0.55% | Q4 2016 | Q3 2023 | 26 |
Arosa Capital Management LP | 12 | 1 | 0.51% | 1.86% | 5.03% | Q3 2017 | Q3 2023 | 26 |
AMALGAMATED BANK | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
J.P. Morgan Private Wealth Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 26 |
DIMENSIONAL FUND ADVISORS LP | 25 | 25 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 25 |
CAPITAL FUND MANAGEMENT S.A. | 7 | 2 | 0.00% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 25 |
STIFEL FINANCIAL CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
GUGGENHEIM CAPITAL LLC | 13 | 11 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 24 |
ProShare Advisors LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 13 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 24 |
Nuveen Asset Management, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Creative Planning | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 24 |
METROPOLITAN LIFE INSURANCE CO/NY | 23 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q4 2021 | 24 |
Parallel Advisors, LLC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 23 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 23 |
AQR Capital Management | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
IFP Advisors, Inc | 17 | 6 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 23 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 6 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q3 2023 | 23 |
AMERIPRISE FINANCIAL INC | 22 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 23 |
CANYON CAPITAL ADVISORS LLC | 11 | 7 | 0.00% | 1.01% | 2.92% | Q3 2015 | Q3 2023 | 23 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 23 |
Laird Norton Wetherby Wealth Management, LLC | 16 | 1 | 0.01% | 0.06% | 0.29% | Q4 2016 | Q3 2023 | 23 |
Hudock, Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2022 | 22 |
PRINCIPAL FINANCIAL GROUP INC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 22 |
Firsthand Capital Management, Inc. | 13 | 9 | 0.15% | 1.82% | 6.13% | Q3 2015 | Q3 2023 | 22 |
DekaBank Deutsche Girozentrale | 12 | 1 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q3 2023 | 22 |
Millennium TVP Management Co., LLC | 10 | 6 | 10.85% | 32.27% | 64.09% | Q3 2015 | Q4 2021 | 22 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 9 | 0.10% | 0.59% | 2.34% | Q1 2017 | Q4 2022 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 21 |
OPPENHEIMER & CO INC | 15 | 6 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q3 2023 | 21 |
ASSETMARK, INC | 13 | 8 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 21 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
PNC FINANCIAL SERVICES GROUP, INC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 21 |
ALPS ADVISORS INC | 21 | 21 | 0.00% | 0.23% | 0.57% | Q3 2018 | Q3 2023 | 21 |
Walleye Capital LLC | 5 | 1 | 0.00% | 0.04% | 0.33% | Q2 2019 | Q3 2023 | 21 |
HARTLINE INVESTMENT CORP/ | 16 | 4 | 0.04% | 0.85% | 2.54% | Q3 2018 | Q3 2023 | 20 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 20 |
SG3 Management, LLC | 8 | 1 | 0.00% | 0.13% | 0.53% | Q2 2019 | Q3 2022 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
NATIXIS ADVISORS, L.P. | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 20 |
PUTNAM INVESTMENTS LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q4 2022 | 19 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.12% | 0.39% | Q4 2020 | Q3 2023 | 19 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 19 |
Schonfeld Strategic Advisors LLC | 10 | 1 | 0.00% | 0.05% | 0.19% | Q4 2018 | Q2 2023 | 19 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q2 2023 | 19 |
CSS LLC/IL | 9 | 1 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 19 |
LEVIN CAPITAL STRATEGIES, L.P. | 16 | 1 | 0.00% | 0.17% | 0.35% | Q2 2018 | Q3 2022 | 18 |
Twin Tree Management, LP | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q2 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 17 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 18 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 18 | 18 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2019 | 18 |
JENNISON ASSOCIATES LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
Uniplan Investment Counsel, Inc. | 18 | 18 | 0.14% | 0.33% | 0.75% | Q4 2016 | Q1 2021 | 18 |
NISA INVESTMENT ADVISORS, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
MIROVA | 16 | 16 | 0.07% | 6.41% | 10.36% | Q4 2019 | Q3 2023 | 16 |
TIGER GLOBAL MANAGEMENT LLC | 16 | 16 | 0.34% | 1.67% | 6.46% | Q1 2018 | Q4 2021 | 16 |
TWO SIGMA ADVISERS, LP | 16 | 16 | 0.00% | 0.06% | 0.45% | Q2 2017 | Q1 2021 | 16 |
Private Advisor Group, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
FRED ALGER MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q2 2023 | 16 |
Anchor Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 16 |
SC US (TTGP), LTD. | 16 | 16 | 4.79% | 24.29% | 68.48% | Q3 2015 | Q2 2019 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.07% | 0.13% | 0.22% | Q4 2019 | Q3 2023 | 16 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 16 |
Allworth Financial LP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 11 | 5 | 0.00% | 0.19% | 0.42% | Q3 2018 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Allianz Asset Management GmbH | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
BNP Paribas Asset Management Holding S.A. | 12 | 4 | 0.04% | 0.54% | 1.25% | Q3 2019 | Q3 2023 | 16 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 16 |
Skandinaviska Enskilda Banken AB (publ) | 16 | 16 | 0.01% | 0.08% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Phoenix Holdings Ltd. | 16 | 16 | 0.01% | 1.34% | 3.22% | Q4 2019 | Q3 2023 | 16 |
TEACHERS ADVISORS, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 13 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 15 |
NATIXIS | 7 | 1 | 0.00% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 15 |
Trexquant Investment LP | 5 | 1 | 0.01% | 0.05% | 0.11% | Q3 2016 | Q1 2023 | 15 |
Financial Gravity Asset Management, Inc. | 5 | 2 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q2 2023 | 15 |
Tranquility Partners, LLC | 15 | 15 | 0.10% | 0.22% | 0.43% | Q2 2019 | Q4 2022 | 15 |
FIL Ltd | 15 | 15 | 0.00% | 0.03% | 0.47% | Q1 2020 | Q3 2023 | 15 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 14 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
State of Alaska, Department of Revenue | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
THRIVENT FINANCIAL FOR LUTHERANS | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.07% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Rockefeller Capital Management L.P. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
OREGON PUBLIC EMPLOYEES RETIREMENT FUND | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Louisiana State Employees Retirement System | 15 | 15 | 0.02% | 0.04% | 0.11% | Q1 2020 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TEXAS PERMANENT SCHOOL FUND CORP | 15 | 15 | 0.01% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
CIBC WORLD MARKET INC. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.00% | 0.03% | Q3 2017 | Q1 2023 | 15 |
Russell Investments Group, Ltd. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 15 |
CIBC Private Wealth Group, LLC | 14 | 1 | 0.00% | 0.04% | 0.46% | Q1 2017 | Q1 2023 | 15 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2019 | 15 |
ALBION FINANCIAL GROUP /UT | 10 | 4 | 0.02% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 14 |
Aperio Group, LLC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 14 |
Man Group plc | 13 | 1 | 0.00% | 0.03% | 0.09% | Q3 2019 | Q2 2023 | 14 |
TOMPKINS FINANCIAL CORP | 9 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
LPL Financial LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 14 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 13 | 1 | 0.02% | 0.37% | 1.07% | Q4 2019 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q3 2022 | 14 |
Banque Cantonale Vaudoise | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 14 |
Canton Hathaway, LLC | 14 | 14 | 0.03% | 0.25% | 0.72% | Q3 2019 | Q4 2022 | 14 |
TRUIST FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2023 | 14 |
State of New Jersey Common Pension Fund D | 13 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
NOMURA HOLDINGS INC | 6 | 2 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q3 2023 | 14 |
Penserra Capital Management LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 14 |
Gilman Hill Asset Management, LLC | 11 | 3 | 0.02% | 0.07% | 0.18% | Q2 2017 | Q3 2021 | 14 |
SIGNATUREFD, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Archer Investment Corp | 9 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 14 |
Crossmark Global Holdings, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Carmignac Gestion | 13 | 13 | 0.02% | 0.54% | 1.95% | Q3 2020 | Q3 2023 | 13 |
Stevard, LLC | 8 | 5 | 0.26% | 0.62% | 1.26% | Q2 2020 | Q3 2023 | 13 |
NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 13 | 13 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Vanguard Personalized Indexing Management, LLC | 13 | 13 | 0.01% | 0.06% | 0.21% | Q3 2020 | Q3 2023 | 13 |
IPG Investment Advisors LLC | 10 | 1 | 0.05% | 0.12% | 0.26% | Q1 2017 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 9 | 2 | 0.00% | 0.12% | 0.51% | Q3 2019 | Q3 2023 | 13 |
HighTower Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 13 |
Green Alpha Advisors, LLC | 13 | 13 | 0.65% | 0.95% | 1.84% | Q4 2020 | Q4 2023 | 13 |
Glassman Wealth Services | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 13 |
EXCHANGE TRADED CONCEPTS, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q4 2023 | 13 |
CASTLEARK MANAGEMENT LLC | 13 | 13 | 0.00% | 0.07% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Bayesian Capital Management, LP | 6 | 1 | 0.03% | 0.12% | 0.32% | Q2 2016 | Q3 2023 | 13 |
AMERICAN CENTURY COMPANIES INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 13 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MACQUARIE GROUP LTD | 11 | 2 | 0.00% | 0.02% | 0.11% | Q2 2020 | Q3 2023 | 13 |
Foundation Capital, LLC | 13 | 13 | 14.03% | 21.38% | 40.77% | Q3 2015 | Q3 2018 | 13 |
Orbis Allan Gray Ltd | 13 | 13 | 0.01% | 1.49% | 2.76% | Q3 2020 | Q3 2023 | 13 |
Adalta Capital Management LLC | 10 | 3 | 0.02% | 0.11% | 0.26% | Q2 2019 | Q4 2022 | 13 |
MML INVESTORS SERVICES, LLC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
XPONANCE, INC. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Retirement Systems of Alabama | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
FEDERATED HERMES, INC. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cetera Advisor Networks LLC | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 13 |
SECURIAN ASSET MANAGEMENT, INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 13 |
COMERICA BANK | 12 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 13 |
NICOLA WEALTH MANAGEMENT LTD. | 13 | 13 | 0.14% | 0.46% | 0.62% | Q3 2020 | Q3 2023 | 13 |
Dynamic Technology Lab Private Ltd | 3 | 1 | 0.02% | 0.09% | 0.21% | Q2 2016 | Q3 2022 | 13 |
State of Tennessee, Treasury Department | 10 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 12 |
KBC Group NV | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Pacer Advisors, Inc. | 7 | 5 | 0.00% | 0.01% | 0.05% | Q3 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Parkside Financial Bank & Trust | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
CALIBER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.33% | 1.14% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Harel Insurance Investments & Financial Services Ltd. | 12 | 12 | 0.01% | 0.05% | 0.21% | Q4 2020 | Q3 2023 | 12 |
TORONTO DOMINION BANK | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Quaero Capital S.A. | 12 | 12 | 1.64% | 2.83% | 5.88% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Center for Financial Planning, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Shay Capital LLC | 7 | 7 | 0.00% | 0.07% | 0.23% | Q1 2021 | Q3 2022 | 12 |
Asset Dedication, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Coatue Management | 8 | 4 | 0.01% | 1.74% | 5.64% | Q3 2020 | Q3 2023 | 12 |
FIFTH THIRD BANCORP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Robeco Schweiz AG | 8 | 1 | 0.00% | 0.64% | 1.39% | Q4 2015 | Q3 2023 | 12 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.09% | 0.26% | Q3 2017 | Q2 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Williams Jones Wealth Management, LLC. | 12 | 12 | 0.01% | 0.09% | 0.31% | Q3 2019 | Q2 2022 | 12 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 12 |
Impax Asset Management Group plc | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 5 | 1 | 0.13% | 0.88% | 1.86% | Q4 2018 | Q2 2023 | 12 |
Newbridge Financial Services Group, Inc. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Centiva Capital, LP | 5 | 1 | 0.00% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 12 |
1832 Asset Management L.P. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q1 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 0.41% | 0.89% | 1.61% | Q1 2021 | Q3 2023 | 11 |
WELLINGTON MANAGEMENT GROUP LLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 11 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 11 |
NIA IMPACT ADVISORS, LLC | 11 | 11 | 1.00% | 1.79% | 4.12% | Q4 2020 | Q2 2023 | 11 |
Capital CS Group, LLC | 11 | 11 | 0.29% | 0.40% | 0.58% | Q1 2021 | Q3 2023 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 6 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 6 | 5 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q1 2022 | 11 |
STRS OHIO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 11 |
MARSHALL WACE, LLP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q2 2023 | 11 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
JANUS HENDERSON GROUP PLC | 8 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
South Dakota Investment Council | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Janney Montgomery Scott LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Electron Capital Partners, LLC | 6 | 1 | 0.48% | 1.55% | 4.11% | Q4 2015 | Q3 2023 | 11 |
Zweig-DiMenna Associates LLC | 8 | 3 | 0.11% | 0.31% | 0.62% | Q1 2020 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 11 |
AMUNDI ASSET MANAGEMENT US, INC. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2021 | 11 |
Horan Securities, Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 11 |
Chicago Partners Investment Group LLC | 6 | 5 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2021 | 11 |
ALGERT GLOBAL LLC | 5 | 1 | 0.01% | 0.23% | 0.58% | Q1 2020 | Q3 2023 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q2 2023 | 11 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 11 | 11 | 0.00% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Itau Unibanco Holding S.A. | 11 | 11 | 0.00% | 0.03% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Grantham, Mayo, Van Otterloo & Co. LLC | 11 | 11 | 0.21% | 0.68% | 1.18% | Q1 2021 | Q3 2023 | 11 |
Utah Retirement Systems | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 11 |
Assenagon Asset Management S.A. | 10 | 1 | 0.00% | 0.03% | 0.20% | Q2 2020 | Q1 2023 | 11 |
Treasurer of the State of North Carolina | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Lindbrook Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CRAMER ROSENTHAL MCGLYNN LLC | 11 | 11 | 0.39% | 0.58% | 0.96% | Q2 2020 | Q4 2022 | 11 |
Cetera Investment Advisers | 11 | 11 | 0.00% | 0.01% | 0.03% | Q1 2021 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 2 | 0.02% | 0.25% | 1.16% | Q3 2019 | Q3 2022 | 11 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.21% | 3.29% | 12.44% | Q1 2019 | Q1 2022 | 10 |
West Branch Capital LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Baupost Group | 10 | 10 | 0.17% | 0.25% | 0.61% | Q3 2015 | Q4 2017 | 10 |
BDO Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2023 | 10 |
AIGEN INVESTMENT MANAGEMENT, LP | 6 | 4 | 0.02% | 0.14% | 0.29% | Q4 2019 | Q2 2022 | 10 |
Brookfield Asset Management | 10 | 10 | 0.00% | 0.04% | 0.06% | Q3 2020 | Q4 2022 | 10 |
PointState Capital LP | 6 | 1 | 0.06% | 1.35% | 3.05% | Q4 2020 | Q3 2022 | 10 |
First Horizon Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Quadrature Capital Ltd | 6 | 1 | 0.01% | 0.09% | 0.24% | Q2 2017 | Q3 2023 | 10 |
BRANDYWINE TRUST CO | 10 | 10 | 0.06% | 0.12% | 0.17% | Q4 2017 | Q1 2020 | 10 |
Harbour Capital Advisors, LLC | 9 | 1 | 0.08% | 0.21% | 0.50% | Q1 2020 | Q3 2022 | 10 |
Advisors Asset Management, Inc. | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
AdvisorNet Financial, Inc | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Amundi | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.07% | 0.11% | 0.24% | Q2 2021 | Q3 2023 | 10 |
CAPTRUST FINANCIAL ADVISORS | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
PROFUND ADVISORS LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 10 |
Baker Avenue Asset Management, LP | 10 | 10 | 0.01% | 0.10% | 0.38% | Q2 2021 | Q3 2023 | 10 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 2 | 0.00% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 10 |
GREAT VALLEY ADVISOR GROUP, INC. | 10 | 10 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Hexagon Capital Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Vigilant Capital Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Principal Street Partners, LLC | 10 | 10 | 0.06% | 0.12% | 0.25% | Q3 2020 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
M&T BANK CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 10 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 2 | 0.00% | 0.00% | 0.03% | Q3 2019 | Q3 2023 | 10 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q3 2023 | 10 |
VIKING FUND MANAGEMENT LLC | 10 | 10 | 0.19% | 0.57% | 1.00% | Q3 2020 | Q4 2022 | 10 |
GREENWOOD CAPITAL ASSOCIATES LLC | 7 | 3 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q4 2021 | 10 |
Bogart Wealth, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 10 | 10 | 0.01% | 0.01% | 0.03% | Q3 2018 | Q4 2020 | 10 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
PEAK6 Group LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 10 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.05% | 0.23% | Q2 2017 | Q2 2023 | 9 |
AWM Investment Company, Inc. | 9 | 9 | 0.14% | 0.24% | 0.72% | Q4 2020 | Q4 2022 | 9 |
Stonebridge Capital Advisors LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
EATON VANCE MANAGEMENT | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Perigon Wealth Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q3 2011 | Q3 2022 | 9 |
Smithfield Trust Co | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2021 | 9 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.06% | 1.96% | 8.68% | Q4 2019 | Q1 2023 | 9 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.01% | 0.03% | 0.15% | Q1 2018 | Q1 2023 | 9 |
Ecofin Advisors Ltd | 5 | 4 | 0.14% | 2.47% | 5.52% | Q4 2015 | Q4 2020 | 9 |
Caprock Group, LLC | 9 | 9 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2019 | 9 |
Moser Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 9 |
OLD NATIONAL BANCORP /IN/ | 9 | 9 | 0.06% | 0.09% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Engineers Gate Manager LP | 2 | 1 | 0.02% | 0.09% | 0.22% | Q2 2019 | Q4 2022 | 9 |
FAIRFIELD, BUSH & CO. | 8 | 1 | 0.04% | 0.16% | 0.22% | Q1 2021 | Q2 2023 | 9 |
TRILLIUM ASSET MANAGEMENT, LLC | 9 | 9 | 0.11% | 0.19% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Nationwide Fund Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2017 | 9 |
CIBC Asset Management Inc | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2022 | 9 |
Maryland State Retirement & Pension System | 5 | 4 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 9 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.05% | 0.28% | Q2 2018 | Q2 2023 | 9 |
Sutton Wealth Advisors Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2023 | 9 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Axiom Investment Management LLC | 8 | 1 | 0.13% | 0.97% | 2.46% | Q3 2019 | Q3 2022 | 9 |
QUENTEC ASSET MANAGEMENT LLC | 9 | 9 | 2.13% | 2.82% | 4.29% | Q4 2015 | Q4 2017 | 9 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.01% | 0.14% | 0.26% | Q3 2021 | Q2 2023 | 8 |
Stratos Wealth Partners, LTD. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Natixis Investment Managers International | 8 | 8 | 0.04% | 0.43% | 1.60% | Q3 2021 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Sagefield Capital LP | 8 | 8 | 0.06% | 0.16% | 0.35% | Q4 2021 | Q3 2023 | 8 |
Moors & Cabot, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Ergoteles LLC | 4 | 2 | 0.01% | 0.19% | 0.44% | Q1 2021 | Q2 2023 | 8 |
Johnson Financial Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.01% | 0.07% | 0.17% | Q3 2021 | Q2 2023 | 8 |
Concord Wealth Partners | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Blueshift Asset Management, LLC | 3 | 1 | 0.02% | 0.14% | 0.31% | Q4 2019 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.02% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
BREWIN DOLPHIN LTD | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 8 |
Marshall Wace North America L.P. | 4 | 1 | 0.00% | 0.03% | 0.14% | Q3 2018 | Q3 2021 | 8 |
PANAGORA ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 8 |
Eagle Bay Advisors LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
LGT Group Foundation | 8 | 8 | 0.02% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.07% | 0.25% | Q2 2022 | Q3 2023 | 8 |
DOMINI IMPACT INVESTMENTS LLC | 7 | 1 | 2.30% | 3.00% | 3.77% | Q1 2017 | Q4 2019 | 8 |
abrdn plc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2022 | 8 |
Bridgewater Associates | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Prestige Wealth Management Group LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Empowered Funds, LLC | 5 | 3 | 0.02% | 0.22% | 0.68% | Q3 2020 | Q3 2023 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GPS Wealth Strategies Group, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Mirova US LLC | 8 | 8 | 0.11% | 1.15% | 1.67% | Q3 2021 | Q2 2023 | 8 |
BSW Wealth Partners | 5 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GLENMEDE TRUST CO NA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
Xact Kapitalforvaltning AB | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 8 |
Graham Capital Management, L.P. | 4 | 1 | 0.00% | 0.12% | 0.34% | Q1 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.25% | 0.68% | 1.32% | Q4 2021 | Q3 2023 | 8 |
HERON FINANCIAL GROUP, LLC | 7 | 7 | 0.12% | 0.37% | 0.80% | Q3 2020 | Q1 2022 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2021 | 7 |
BI Asset Management Fondsmaeglerselskab A/S | 4 | 3 | 0.00% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 7 |
Berman Capital Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 1 | 0.03% | 0.20% | 0.50% | Q4 2020 | Q2 2023 | 7 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 7 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q3 2018 | Q1 2020 | 7 |
RICHELIEU GESTION SA | 7 | 7 | 0.06% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 4 | 3 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Board of Trustees of The Leland Stanford Junior University | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2017 | 7 |
NumerixS Investment Technologies Inc | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2019 | 7 |
Greenvale Capital LLP | 7 | 7 | 7.20% | 7.79% | 8.66% | Q1 2022 | Q3 2023 | 7 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 7 | 7 | 0.02% | 0.13% | 0.29% | Q4 2020 | Q2 2022 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
WOLFF WIESE MAGANA LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 3 | 1 | 0.02% | 0.19% | 0.47% | Q4 2020 | Q3 2023 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
L & S Advisors Inc | 3 | 1 | 0.03% | 0.16% | 0.28% | Q4 2020 | Q1 2023 | 7 |
PDT Partners, LLC | 7 | 7 | 0.12% | 0.21% | 0.33% | Q2 2019 | Q4 2020 | 7 |
Rehmann Capital Advisory Group | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 7 |
Jump Financial, LLC | 2 | 1 | 0.02% | 0.10% | 0.36% | Q4 2020 | Q3 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 6 | 1 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q1 2023 | 7 |
AtonRa Partners | 6 | 1 | 0.10% | 1.15% | 1.93% | Q4 2020 | Q3 2022 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
A.R.T. Advisors, LLC | 3 | 1 | 0.01% | 0.04% | 0.09% | Q4 2015 | Q4 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Korea Investment CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
PGGM Investments | 5 | 2 | 0.06% | 0.17% | 0.26% | Q4 2021 | Q3 2023 | 7 |
Addison Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 7 |
Candriam S.C.A. | 4 | 3 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q1 2023 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Cavalry Management Group, LLC | 4 | 2 | 0.01% | 0.10% | 0.51% | Q3 2016 | Q1 2020 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CVA Family Office, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
AXA S.A. | 7 | 7 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Avidian Wealth Solutions, LLC | 6 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 7 |
SEEYOND | 7 | 7 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q2 2022 | 7 |
Investors Research Corp | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
AlpInvest Partners B.V. | 4 | 3 | 0.15% | 0.44% | 1.11% | Q2 2016 | Q4 2019 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Patriot Financial Group Insurance Agency, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Private Capital Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q1 2022 | 6 |
Livforsakringsbolaget Skandia, Omsesidigt | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
CHARTWELL INVESTMENT PARTNERS, LLC | 5 | 1 | 0.03% | 0.07% | 0.13% | Q3 2020 | Q3 2022 | 6 |
BlackRock Institutional Trust Company, N.A. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
BLACKROCK ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
NEXT Financial Group, Inc | 5 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 6 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 6 |
APG Asset Management N.V. | 6 | 6 | 0.01% | 0.05% | 0.08% | Q1 2021 | Q2 2022 | 6 |
Corton Capital Inc. | 6 | 6 | 0.20% | 0.34% | 0.52% | Q2 2022 | Q3 2023 | 6 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.13% | 0.76% | Q3 2021 | Q3 2023 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.04% | 0.19% | Q4 2019 | Q4 2022 | 6 |
Daiwa Securities Group Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Energy Opportunities Capital Management, LLC | 6 | 6 | 0.72% | 2.29% | 5.01% | Q3 2020 | Q4 2021 | 6 |
IFM Investors Pty Ltd | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
ADAMS STREET PARTNERS LLC | 2 | 2 | 0.01% | 0.02% | 0.07% | Q2 2016 | Q4 2018 | 6 |
Activest Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Virtu KCG Holdings LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2017 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Robeco Institutional Asset Management B.V. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Fort Sheridan Advisors LLC | 6 | 6 | 0.03% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.14% | 0.31% | Q4 2018 | Q3 2022 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 6 | 6 | 0.16% | 0.25% | 0.33% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WESTPAC BANKING CORP | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Salient Capital Advisors, LLC | 5 | 1 | 0.01% | 0.30% | 0.46% | Q4 2020 | Q3 2022 | 6 |
Teza Capital Management LLC | 4 | 1 | 0.06% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.03% | 0.37% | 1.01% | Q2 2020 | Q3 2021 | 6 |
Mariner, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
First Trust Direct Indexing L.P. | 4 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2022 | 6 |
TOBAM | 6 | 6 | 0.00% | 0.01% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
TTP Investments, Inc. | 5 | 5 | 0.00% | 0.23% | 0.33% | Q4 2021 | Q4 2022 | 6 |
Gulf International Bank (UK) Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
USS Investment Management Ltd | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 6 |
OneDigital Investment Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q4 2020 | 6 |
Perpetual Investment Management Ltd | 6 | 6 | 0.08% | 0.15% | 0.21% | Q3 2021 | Q4 2022 | 6 |
FOX RUN MANAGEMENT, L.L.C. | 2 | 1 | 0.08% | 0.16% | 0.23% | Q2 2018 | Q4 2022 | 6 |
FineMark National Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2021 | 6 |
Brandywine Global Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2018 | 6 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2019 | Q3 2022 | 6 |
TD ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
BlackRock Fund Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 6 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Duquesne Family Office | 2 | 2 | 0.16% | 0.49% | 1.24% | Q4 2020 | Q4 2022 | 6 |
Pearl River Capital, LLC | 3 | 1 | 0.04% | 0.15% | 0.31% | Q4 2020 | Q3 2023 | 6 |
HAMILTON LANE ADVISORS LLC | 4 | 1 | 0.00% | 0.36% | 1.17% | Q2 2016 | Q2 2019 | 6 |
NORDEA INVESTMENT MANAGEMENT AB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
AXS Investments LLC | 6 | 6 | 0.26% | 0.31% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Maj Invest Holding A/S | 4 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 6 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.03% | 0.11% | 0.29% | Q1 2021 | Q3 2023 | 6 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 6 |
STEPHENS INC /AR/ | 4 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Chanos & Co LP | 4 | 4 | 0.00% | 0.88% | 1.96% | Q4 2022 | Q3 2023 | 6 |
SPHERA FUNDS MANAGEMENT LTD. | 4 | 1 | 0.25% | 0.62% | 0.98% | Q2 2021 | Q3 2022 | 6 |
Ranch Capital Advisors Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
BlackRock Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
SCP Investment, LP | 3 | 1 | 0.07% | 0.13% | 0.25% | Q1 2021 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 5 |
BANK OF NOVA SCOTIA | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
State of Wyoming | 5 | 5 | 0.00% | 0.04% | 0.07% | Q1 2021 | Q1 2022 | 5 |
Polar Capital Holdings Plc | 5 | 5 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q4 2022 | 5 |
FNY Partners Fund LP | 3 | 3 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q2 2017 | 5 |
LAZARD ASSET MANAGEMENT LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.05% | 0.10% | Q2 2021 | Q4 2022 | 5 |
M.D. Sass, Inc. | 5 | 5 | 0.48% | 0.73% | 1.17% | Q1 2019 | Q1 2020 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
BOKF, NA | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q4 2021 | 5 |
Holocene Advisors, LP | 3 | 1 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q2 2022 | 5 |
World Asset Management Inc | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Polianta Ltd | 2 | 1 | 0.42% | 0.51% | 0.63% | Q3 2021 | Q1 2023 | 5 |
Parisi Gray Wealth Management | 5 | 5 | 0.09% | 0.13% | 0.20% | Q3 2020 | Q3 2021 | 5 |
III Capital Management | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 5 |
MSI Financial Services Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
LS Investment Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q1 2021 | 5 |
Quantitative Systematic Strategies LLC | 2 | 1 | 0.02% | 0.13% | 0.26% | Q4 2015 | Q3 2017 | 5 |
Varma Mutual Pension Insurance Co | 4 | 1 | 0.06% | 0.10% | 0.18% | Q4 2020 | Q1 2022 | 5 |
McIlrath & Eck, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
Point72 Hong Kong Ltd | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2019 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 5 |
Avior Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 5 |
Castleview Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q4 2021 | Q4 2022 | 5 |
CREDIT AGRICOLE S A | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 5 |
HANSEATIC MANAGEMENT SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2018 | Q4 2021 | 5 |
Dorsey Wright & Associates | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 5 |
Echo Street Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
Vestcor Inc | 5 | 5 | 0.00% | 0.05% | 0.11% | Q1 2021 | Q1 2022 | 5 |
Aquatic Capital Management LLC | 3 | 2 | 0.00% | 0.05% | 0.09% | Q4 2021 | Q1 2023 | 5 |
Laurel Wealth Advisors, Inc. | 5 | 5 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Hudson Bay Capital Management LP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q1 2020 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 5 |
JET CAPITAL INVESTORS L P | 1 | 1 | 0.36% | 1.15% | 2.07% | Q3 2020 | Q4 2021 | 5 |
SYMMETRY PEAK MANAGEMENT LLC | 3 | 1 | 0.04% | 0.12% | 0.30% | Q4 2015 | Q3 2019 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.04% | 0.05% | 0.08% | Q2 2021 | Q2 2022 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
BlackRock Group LTD | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
CIM INVESTMENT MANAGEMENT INC | 5 | 5 | 0.07% | 0.09% | 0.12% | Q3 2020 | Q3 2021 | 5 |
DUPONT CAPITAL MANAGEMENT CORP | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Brevan Howard Capital Management LP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CIGNA INVESTMENTS INC /NEW | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2021 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 5 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q4 2022 | 5 |
Ayalon Insurance Comp Ltd. | 5 | 5 | 0.13% | 0.54% | 0.90% | Q3 2022 | Q3 2023 | 5 |
GVO Asset Management Ltd | 3 | 1 | 0.22% | 1.71% | 5.84% | Q2 2018 | Q3 2020 | 5 |
BLODGETT WEALTH ADVISORS, LLC | 5 | 5 | 0.24% | 0.35% | 0.45% | Q2 2022 | Q2 2023 | 5 |
C M BIDWELL & ASSOCIATES LTD | 5 | 5 | 0.00% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.01% | 0.08% | 0.29% | Q4 2020 | Q1 2022 | 5 |
AlphaCrest Capital Management LLC | 2 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2022 | 5 |
BLUESTEIN R H & CO LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
CoreCommodity Management, LLC | 3 | 1 | 0.28% | 0.40% | 0.60% | Q1 2019 | Q3 2020 | 5 |
EAM Investors, LLC | 2 | 1 | 0.19% | 0.41% | 0.75% | Q4 2015 | Q3 2022 | 5 |
Delphia (USA) Inc. | 5 | 5 | 0.33% | 0.41% | 0.49% | Q2 2022 | Q2 2023 | 5 |
SORA INVESTORS LLC | 5 | 5 | 2.12% | 3.98% | 7.04% | Q1 2022 | Q1 2023 | 5 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2022 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CHESAPEAKE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.15% | 0.19% | Q1 2016 | Q4 2016 | 4 |
PICTET ASSET MANAGEMENT LTD | 4 | 4 | 0.00% | 0.13% | 0.22% | Q3 2020 | Q2 2021 | 4 |
Sloy Dahl & Holst, LLC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 4 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.26% | 1.00% | Q4 2020 | Q2 2022 | 4 |
Jasper Ridge Partners, L.P. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
BLAIR WILLIAM & CO/IL | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
IndexIQ Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
LUMINUS MANAGEMENT LLC | 4 | 4 | 0.03% | 0.14% | 0.20% | Q1 2021 | Q4 2021 | 4 |
HUNTINGTON NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
LBP AM SA | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Boothe Investment Group, Inc. | 4 | 4 | 2.40% | 2.93% | 4.05% | Q2 2021 | Q1 2022 | 4 |
Cordatus Wealth Management LLC | 3 | 1 | 0.12% | 0.15% | 0.18% | Q3 2020 | Q3 2021 | 4 |
AMP Capital Investors Ltd | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Gemmer Asset Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 4 |
Catalyst Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 4 |
Sciencast Management LP | 1 | 1 | 0.10% | 0.17% | 0.25% | Q1 2019 | Q2 2023 | 4 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
ALTFEST L J & CO INC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2023 | 4 |
WORLDQUANT MILLENNIUM ADVISORS LLC | 2 | 2 | 0.09% | 0.18% | 0.38% | Q4 2020 | Q2 2022 | 4 |
ASHFORD CAPITAL MANAGEMENT INC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2018 | Q3 2019 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EXANE DERIVATIVES | 3 | 1 | 0.02% | 0.08% | 0.22% | Q1 2021 | Q1 2022 | 4 |
Elequin Capital, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q1 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 4 |
TCW GROUP INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2022 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sigma Planning Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Eisler Capital (UK) Ltd. | 3 | 3 | 0.06% | 0.16% | 0.32% | Q1 2021 | Q3 2021 | 4 |
Clearview Wealth Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Pine River Capital Management L.P. | 4 | 4 | 0.00% | 0.04% | 0.09% | Q3 2015 | Q2 2016 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
WILLIAMS JONES & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q2 2019 | 4 |
HARBOURVEST PARTNERS LLC | 2 | 1 | 0.19% | 0.34% | 0.55% | Q2 2016 | Q3 2018 | 4 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q3 2021 | Q1 2023 | 4 |
LWM Advisory Services, LLC | 4 | 4 | 0.31% | 0.38% | 0.45% | Q4 2021 | Q3 2022 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q2 2023 | Q3 2023 | 4 |
GMT CAPITAL CORP | 4 | 4 | 0.13% | 0.43% | 1.28% | Q4 2020 | Q3 2021 | 4 |
Qube Research & Technologies Ltd | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q2 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DSAM Partners (London) Ltd | 3 | 1 | 0.03% | 0.62% | 1.12% | Q1 2019 | Q4 2020 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2021 | 4 |
Crewe Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.03% | 0.14% | 0.33% | Q4 2020 | Q3 2021 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREAT LAKES ADVISORS, LLC | 3 | 1 | 0.00% | 0.05% | 0.16% | Q2 2017 | Q3 2021 | 4 |
MASON STREET ADVISORS, LLC | 4 | 4 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q4 2020 | 4 |
VIKING GLOBAL INVESTORS LP | 4 | 4 | 0.38% | 0.75% | 1.06% | Q1 2021 | Q4 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.10% | 0.16% | Q2 2021 | Q2 2023 | 4 |
MITCHELL CAPITAL MANAGEMENT CO | 4 | 4 | 0.07% | 0.11% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.07% | 0.19% | Q2 2020 | Q3 2021 | 4 |
Virtus Investment Advisers, Inc. | 4 | 4 | 0.08% | 0.08% | 0.10% | Q3 2022 | Q2 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q4 2018 | 4 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Elo Mutual Pension Insurance Co | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Riverview Trust Co | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 4 |
Defender Capital, LLC. | 4 | 4 | 0.08% | 0.30% | 0.88% | Q1 2021 | Q4 2021 | 4 |
WESTWOOD HOLDINGS GROUP INC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Perpetual Ltd | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.00% | 0.39% | 1.18% | Q3 2021 | Q3 2023 | 3 |
Psagot Value Holdings Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Jacobi Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Tarbox Family Office, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
Shelter Harbor Advisors, LP | 3 | 3 | 0.40% | 1.14% | 2.12% | Q4 2018 | Q2 2019 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
BP PLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Cerity Partners LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Illinois Municipal Retirement Fund | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Gradient Investments LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Magnetar Financial LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2022 | 3 |
TFO Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Manchester Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Alpine Global Management, LLC | 1 | 1 | 0.03% | 0.21% | 0.48% | Q4 2019 | Q4 2021 | 3 |
WHITTIER TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Yaupon Capital Management LP | 3 | 3 | 0.40% | 0.45% | 0.52% | Q2 2022 | Q4 2022 | 3 |
Capital Impact Advisors, LLC | 3 | 3 | 0.68% | 0.74% | 0.86% | Q2 2019 | Q4 2019 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 3 | 3 | 0.06% | 0.08% | 0.11% | Q1 2023 | Q3 2023 | 3 |
CENTRAL TRUST Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 3 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.41% | 0.68% | 1.09% | Q2 2022 | Q1 2023 | 3 |
RobecoSam USA, Inc. | 3 | 3 | 0.14% | 0.38% | 0.53% | Q4 2015 | Q2 2016 | 3 |
SHELL ASSET MANAGEMENT CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
TWINBEECH CAPITAL LP | 2 | 1 | 0.01% | 0.18% | 0.28% | Q1 2022 | Q4 2022 | 3 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2020 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
PARNASSUS INVESTMENTS, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2022 | 3 |
FORSTA AP-FONDEN | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Susquehanna International Group Ltd. | 2 | 1 | 0.19% | 0.38% | 0.48% | Q4 2020 | Q1 2022 | 3 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 3 | 3 | 1.59% | 3.42% | 4.66% | Q4 2020 | Q2 2021 | 3 |
Allspring Global Investments Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Hood River Capital Management LLC | 2 | 1 | 0.00% | 0.57% | 1.02% | Q4 2015 | Q2 2019 | 3 |
Frank, Rimerman Advisors LLC | 3 | 3 | 0.15% | 0.21% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Hartree Partners, LP | 2 | 1 | 0.02% | 0.52% | 1.21% | Q4 2020 | Q3 2023 | 3 |
Quarry LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
PRIVATE TRUST CO NA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.16% | 0.24% | 0.28% | Q2 2021 | Q4 2021 | 3 |
Bridgefront Capital, LLC | 2 | 1 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q1 2023 | 3 |
Ashfield Capital Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q2 2020 | 3 |
LOOMIS SAYLES & CO L P | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
DUNCKER STREETT & CO INC | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q4 2022 | 3 |
Prime Capital Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Achmea Investment Management B.V. | 2 | 1 | 0.01% | 0.15% | 0.41% | Q3 2021 | Q2 2022 | 3 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 3 | 0.16% | 0.25% | 0.34% | Q4 2018 | Q2 2019 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Jericho Capital Asset Management L.P. | 2 | 1 | 1.65% | 1.96% | 2.24% | Q4 2020 | Q3 2021 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Covington Capital Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q1 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HM PAYSON & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 3 |
Grassi Investment Management | 3 | 3 | 0.09% | 0.11% | 0.15% | Q3 2019 | Q1 2020 | 3 |
TFC Financial Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2023 | 3 |
Kingsview Wealth Management, LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q3 2022 | Q1 2023 | 3 |
Lisanti Capital Growth, LLC | 2 | 1 | 0.35% | 0.81% | 1.15% | Q3 2020 | Q3 2022 | 3 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q3 2020 | Q4 2021 | 3 |
Fulcrum Asset Management LLP | 3 | 3 | 0.35% | 0.56% | 0.96% | Q2 2020 | Q4 2020 | 3 |
McGowan Group Asset Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Wealthspire Advisors, L.P. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
SCGE MANAGEMENT, L.P. | 3 | 3 | 0.92% | 1.28% | 1.49% | Q3 2015 | Q1 2016 | 3 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 3 |
Joseph P. Lucia & Associates, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
LORD, ABBETT & CO. LLC | 2 | 1 | 0.01% | 0.15% | 0.29% | Q4 2015 | Q1 2021 | 3 |
Symmetry Investments LP | 1 | 1 | 0.10% | 0.42% | 0.78% | Q4 2020 | Q3 2023 | 3 |
Carmichael Hill & Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Financial Architects, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2019 | 3 |
Quantamental Technologies LLC | 3 | 3 | 0.14% | 0.18% | 0.25% | Q1 2022 | Q3 2022 | 3 |
Adero Partners, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Industrial Alliance Investment Management Inc. | 2 | 1 | 0.05% | 0.07% | 0.09% | Q4 2021 | Q3 2022 | 3 |
Lee Financial Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sageworth Trust Co of South Dakota | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Zimmer Partners, LP | 2 | 1 | 0.07% | 1.19% | 1.89% | Q3 2015 | Q1 2021 | 3 |
SIRIOS CAPITAL MANAGEMENT L P | 3 | 3 | 0.04% | 0.08% | 0.13% | Q2 2019 | Q4 2019 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
Sageworth Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Autonomy Capital (Jersey) L.P. | 3 | 3 | 1.94% | 2.25% | 2.61% | Q2 2021 | Q4 2021 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.14% | 1.50% | 3.39% | Q3 2020 | Q3 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 3 |
NN Investment Partners Holdings N.V. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Spot Trading L.L.C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 3 |
Iron Horse Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
Ethic Inc. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q2 2023 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.58% | 0.87% | 1.24% | Q2 2021 | Q4 2021 | 3 |
J. Goldman & Co LP | 2 | 1 | 0.04% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2021 | 3 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Standard Family Office LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Knights of Columbus Asset Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2021 | 2 |
EMG Holdings, L.P. | 1 | 1 | 0.02% | 0.19% | 0.36% | Q2 2022 | Q2 2022 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
TOTH FINANCIAL ADVISORY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Covalis Capital LLP | 1 | 1 | 0.45% | 0.68% | 0.92% | Q3 2022 | Q2 2023 | 2 |
Stratos Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Invus Financial Advisors, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q1 2020 | Q2 2020 | 2 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.43% | 0.60% | 0.76% | Q1 2023 | Q3 2023 | 2 |
Magnus Financial Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 2 |
Point72 Middle East FZE | 2 | 2 | 0.06% | 0.09% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Johanson Financial Advisors, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
YALE UNIVERSITY | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2016 | Q3 2016 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.30% | 0.34% | 0.38% | Q2 2021 | Q3 2021 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Oak Thistle LLC | 1 | 1 | 0.12% | 0.16% | 0.20% | Q1 2022 | Q2 2023 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.11% | 0.32% | 0.52% | Q1 2021 | Q3 2022 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Islet Management, LP | 1 | 1 | 0.27% | 0.52% | 0.77% | Q2 2021 | Q2 2021 | 2 |
Crestwood Capital Management, L.P. | 2 | 2 | 0.69% | 0.76% | 0.82% | Q3 2015 | Q4 2015 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q2 2022 | Q2 2023 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
GAM Holding AG | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 2 |
Hodges Capital Management Inc. | 2 | 2 | 0.17% | 0.29% | 0.40% | Q2 2019 | Q3 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 0.17% | 0.49% | 0.81% | Q3 2015 | Q4 2015 | 2 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.06% | 0.11% | Q3 2020 | Q1 2021 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
JUPITER ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Nebula Research & Development LLC | 1 | 1 | 0.22% | 0.39% | 0.57% | Q1 2023 | Q3 2023 | 2 |
Columbia Asset Management | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Redpoint Investment Management Pty Ltd | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Pflug Koory, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
LNZ Capital LP | 2 | 2 | 1.46% | 1.68% | 1.91% | Q3 2021 | Q4 2021 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.09% | 0.21% | 0.33% | Q4 2020 | Q1 2021 | 2 |
Edge Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Polarity Investment Partners LP | 2 | 2 | 0.93% | 1.87% | 2.81% | Q4 2021 | Q1 2022 | 2 |
IBM Retirement Fund | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.00% | 0.04% | 0.07% | Q4 2015 | Q2 2018 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2021 | Q4 2021 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q1 2021 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
FRANKLIN RESOURCES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
Integrity Advisory, LLC | 1 | 1 | 0.20% | 0.20% | 0.21% | Q1 2022 | Q3 2022 | 2 |
GFG Capital, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Atika Capital Management LLC | 2 | 2 | 0.49% | 0.54% | 0.59% | Q3 2020 | Q4 2020 | 2 |
MERCER GLOBAL ADVISORS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.08% | 0.22% | 0.36% | Q4 2020 | Q2 2021 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.12% | 0.40% | 0.69% | Q2 2023 | Q3 2023 | 2 |
CastleArk Alternatives, LLC | 1 | 1 | 0.01% | 0.44% | 0.87% | Q4 2020 | Q3 2021 | 2 |
FLOW TRADERS U.S. LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2021 | 2 |
ZAZOVE ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2021 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 2 |
CX Institutional | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
ASAHI LIFE ASSET MANAGEMENT CO., LTD. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 2 |
Avitas Wealth Management LLC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2021 | Q3 2021 | 2 |
JS Capital Management LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q3 2020 | Q4 2020 | 2 |
PINNACLE ASSOCIATES LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 2 | 2 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q4 2022 | 2 |
BERRY GROUP, LLC | 2 | 2 | 0.33% | 0.37% | 0.41% | Q3 2020 | Q4 2020 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.71% | 0.81% | 0.92% | Q1 2021 | Q2 2021 | 2 |
Focused Wealth Management, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2021 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2 | 2 | 0.27% | 0.38% | 0.50% | Q2 2018 | Q3 2018 | 2 |
Sustainable Insight Capital Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
Valeo Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
AGF INVESTMENTS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q2 2023 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
LGT Fund Management Co Ltd. | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2022 | Q2 2022 | 2 |
Weaver C. Barksdale & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2017 | 2 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
&PARTNERS | 2 | 2 | 0.21% | 0.29% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Bison Wealth, LLC | 2 | 2 | 0.11% | 0.13% | 0.16% | Q3 2020 | Q4 2020 | 2 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2021 | 2 |
LMR Partners LLP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 2 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2022 | 2 |
Intrepid Financial Planning Group LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.21% | 0.42% | Q1 2022 | Q3 2023 | 2 |
TIFF ADVISORY SERVICES, LLC | 2 | 2 | 5.38% | 5.50% | 5.63% | Q1 2021 | Q2 2021 | 2 |
HARVARD MANAGEMENT CO INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
EAM Global Investors LLC | 2 | 2 | 0.67% | 0.80% | 0.94% | Q1 2018 | Q2 2018 | 2 |
Merewether Investment Management, LP | 2 | 2 | 1.20% | 1.94% | 2.67% | Q2 2021 | Q3 2021 | 2 |
WINTON GROUP Ltd | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2022 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.30% | 0.30% | 0.31% | Q1 2022 | Q3 2022 | 2 |
StepStone Group LP | 2 | 2 | 1.24% | 1.57% | 1.90% | Q1 2020 | Q2 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Ibex Investors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2015 | Q3 2015 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2018 | Q4 2018 | 1 |
Harvest Fund Management Co., Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Hutchin Hill Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Pluribus Labs, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
USCF Advisers LLC | 1 | 1 | 5.42% | 5.42% | 5.42% | Q3 2023 | Q3 2023 | 1 |
Diametric Capital, LP | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2020 | Q4 2020 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
SAXON INTERESTS, INC. | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
Diversified Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
Bank Julius Baer & Co. Ltd, Zurich | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q3 2021 | Q3 2021 | 1 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Nishkama Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Blossom Wealth Management | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2021 | Q3 2021 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pinz Capital Management, LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q4 2021 | Q4 2021 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Vahanian & Associates Financial Planning Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CHICAGO TRUST Co NA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Larson Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PHILADELPHIA TRUST CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SYNOVUS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BELLEVUE ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
EA Series Trust | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
HUSSMAN STRATEGIC ADVISORS, INC. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2019 | Q4 2019 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
XR Securities LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Snowden Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Baader Bank Aktiengesellschaft | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q3 2020 | Q3 2020 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Pinpoint Asset Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Asia Research & Capital Management Ltd | 1 | 1 | 5.44% | 5.44% | 5.44% | Q3 2021 | Q3 2021 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2021 | Q4 2021 | 1 |
Legacy Wealth Partners, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Athanor Capital, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TradeLink Capital LLC | 1 | 1 | 24.36% | 24.36% | 24.36% | Q3 2020 | Q3 2020 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
REILLY FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Lombard Odier Asset Management (Europe) Ltd | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2021 | Q1 2021 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FORA Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
Accel X Associates L.L.C. | 1 | 1 | 33.36% | 33.36% | 33.36% | Q3 2015 | Q3 2015 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Parian Global Management LP | 1 | 1 | 2.20% | 2.20% | 2.20% | Q3 2019 | Q3 2019 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2020 | Q4 2020 | 1 |
Beaton Management Co. Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
Scott & Selber, Inc. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2019 | Q2 2019 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2015 | Q3 2015 | 1 |
WELD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Commonwealth Equity Services, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Spark Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Governors Lane LP | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2023 | Q1 2023 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2016 | Q3 2016 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
MEITAV INVESTMENT HOUSE LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Family Management Corp | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
Tradition Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Bornite Capital Management LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2021 | Q2 2021 | 1 |
SHERBROOKE PARK ADVISERS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Qsemble Capital Management, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Leap Investments LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
BHR Capital LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2015 | Q3 2015 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vanderbilt University | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
Newton One Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Samson Rock Capital LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Private Ocean, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Machina Capital S.A.S. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
AnglePoint Asset Management Ltd | 1 | 1 | 5.36% | 5.36% | 5.36% | Q3 2022 | Q3 2022 | 1 |
Calamos Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Monarch Partners Asset Management LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2022 | Q3 2022 | 1 |
WHITE SQUARE CAPITAL LLP | 1 | 1 | 3.34% | 3.34% | 3.34% | Q4 2020 | Q4 2020 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2021 | Q2 2021 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2022 | Q4 2022 | 1 |
AE Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Invictus RG | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Sandbar Asset Management LLP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
GENERAL MOTORS INVESTMENT MANAGEMENT CORP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2020 | Q4 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2021 | Q2 2021 | 1 |
Atom Investors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2020 | Q4 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2021 | Q1 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Precocity Capital LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2017 | Q3 2017 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Blackstart Capital LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2019 | Q2 2019 | 1 |
KGH Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Triumph Capital Management | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Golden State Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Shannon River Fund Management LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2021 | Q3 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
THOMIST CAPITAL MANAGEMENT, LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SUNRUN INC or have owned SUNRUN INC in the past.