Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 69 |
Citadel Advisors | 24 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 63 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 57 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.00% | 0.01% | Q1 2012 | Q3 2023 | 46 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 43 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Swiss National Bank | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GEODE CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
RHUMBLINE ADVISERS | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Renaissance Technologies | 42 | 42 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
NORGES BANK | 40 | 2 | 0.00% | 0.00% | 0.01% | Q2 2012 | Q4 2022 | 42 |
DIMENSIONAL FUND ADVISORS LP | 42 | 42 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
VANGUARD GROUP INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 24 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 41 |
ROYAL BANK OF CANADA | 33 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 23 | 16 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 39 |
Ancora Advisors LLC | 22 | 16 | 0.00% | 0.44% | 3.26% | Q2 2013 | Q3 2023 | 38 |
NEW YORK STATE COMMON RETIREMENT FUND | 34 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 37 |
Empyrean Capital Partners, LP | 37 | 37 | 0.25% | 1.68% | 4.24% | Q2 2013 | Q2 2022 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 36 |
JPMORGAN CHASE & CO | 24 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Legal & General Group Plc | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
METROPOLITAN LIFE INSURANCE CO/NY | 35 | 35 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 35 |
UBS Group AG | 35 | 35 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 35 |
MARTINGALE ASSET MANAGEMENT L P | 17 | 17 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2023 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q1 2023 | 34 |
GABELLI FUNDS LLC | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
DEUTSCHE BANK AG\ | 33 | 33 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2021 | 33 |
AQR Capital Management | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 33 | 33 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2021 | 32 |
Alberta Investment Management Corp | 32 | 32 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2021 | 32 |
Stieven Capital Advisors, L.P. | 31 | 31 | 1.46% | 5.81% | 11.45% | Q2 2013 | Q4 2020 | 31 |
D. E. Shaw & Co., Inc. | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 30 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.18% | 0.28% | 0.41% | Q4 2016 | Q3 2023 | 28 |
QUADRANT CAPITAL GROUP LLC | 25 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 28 |
Parallel Advisors, LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 27 | 27 | 0.00% | 0.10% | 0.21% | Q2 2013 | Q4 2019 | 27 |
Aperio Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2020 | 27 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
PEAK6 Group LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2016 | 26 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 26 |
BANK OF MONTREAL /CAN/ | 26 | 26 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2022 | 26 |
PEAK6 Investments LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 25 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2019 | 24 |
TEACHERS ADVISORS, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 24 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
VOYA INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 23 |
Treasurer of the State of North Carolina | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
Vision Capital Management, Inc. | 23 | 23 | 0.26% | 0.47% | 0.66% | Q1 2018 | Q3 2023 | 23 |
Versant Capital Management, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2021 | 23 |
SEGALL BRYANT & HAMILL, LLC | 22 | 22 | 0.01% | 0.08% | 0.15% | Q1 2013 | Q2 2018 | 22 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q3 2023 | 22 |
STATE OF WISCONSIN INVESTMENT BOARD | 20 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 22 |
Advisory Services Network, LLC | 8 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2020 | 22 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Harbor Advisors LLC | 21 | 21 | 0.11% | 0.20% | 0.31% | Q3 2018 | Q3 2023 | 21 |
Creative Planning | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 21 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.20% | 0.32% | 0.47% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
BW Gestao de Investimentos Ltda. | 20 | 20 | 0.07% | 0.34% | 0.94% | Q3 2014 | Q2 2019 | 20 |
Nuveen Asset Management, LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 20 |
LCNB CORP | 20 | 20 | 0.12% | 0.23% | 0.37% | Q4 2016 | Q3 2021 | 20 |
RAYMOND JAMES & ASSOCIATES | 15 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
CWM, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
KBC Group NV | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 19 |
Baystate Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2021 | 19 |
CRAMER ROSENTHAL MCGLYNN LLC | 9 | 3 | 0.04% | 0.56% | 0.99% | Q2 2013 | Q3 2023 | 19 |
Robeco Institutional Asset Management B.V. | 13 | 5 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 18 |
TUDOR INVESTMENT CORP ET AL | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2021 | 18 |
Lindbrook Capital, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 18 |
CAPTRUST FINANCIAL ADVISORS | 9 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 17 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2021 | 17 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Glassman Wealth Services | 13 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 17 |
ETF MANAGERS GROUP, LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q1 2023 | 17 |
WealthTrust Fairport, LLC | 10 | 1 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2019 | 17 |
GSA CAPITAL PARTNERS LLP | 4 | 1 | 0.01% | 0.05% | 0.17% | Q3 2016 | Q2 2023 | 16 |
American Portfolios Advisors | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2022 | 16 |
Utah Retirement Systems | 16 | 16 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 16 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2016 | 16 |
Advisors Asset Management, Inc. | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2021 | 16 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
CIBC Asset Management Inc | 12 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2022 | 15 |
Spot Trading L.L.C | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 15 |
NOMURA HOLDINGS INC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2021 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
MENDON CAPITAL ADVISORS CORP | 13 | 2 | 0.14% | 0.46% | 0.86% | Q1 2013 | Q4 2017 | 15 |
Arizona State Retirement System | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
RMB Capital Management, LLC | 13 | 2 | 0.04% | 0.13% | 0.25% | Q2 2014 | Q1 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 15 |
Cubist Systematic Strategies, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Jefferies Group LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2021 | 14 |
EJF Capital LLC | 14 | 14 | 0.91% | 1.39% | 2.17% | Q2 2013 | Q3 2016 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 14 |
TCI Wealth Advisors, Inc. | 12 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 14 |
Qube Research & Technologies Ltd | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 6 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q4 2021 | 14 |
Rafferty Asset Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2022 | 14 |
MALTESE CAPITAL MANAGEMENT LLC | 14 | 14 | 0.35% | 0.54% | 1.30% | Q3 2018 | Q4 2021 | 14 |
Global Retirement Partners, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
QS Investors, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2018 | 13 |
MEEDER ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 13 |
CI INVESTMENTS INC. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 13 |
Illinois Municipal Retirement Fund | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
LPL Financial LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2022 | 12 |
Advisor Group, Inc. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2019 | 12 |
AMALGAMATED BANK | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 11 |
IBM Retirement Fund | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2015 | 11 |
Allianz Asset Management GmbH | 11 | 11 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2015 | 11 |
Mraz, Amerine & Associates, Inc. | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 11 |
Amici Capital, LLC | 11 | 11 | 0.85% | 1.16% | 1.71% | Q2 2013 | Q4 2015 | 11 |
Kovack Advisors, Inc. | 7 | 4 | 0.03% | 0.06% | 0.12% | Q1 2018 | Q1 2023 | 11 |
Mirae Asset Global Investments Co., Ltd. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Dynamic Technology Lab Private Ltd | 5 | 1 | 0.02% | 0.07% | 0.19% | Q3 2015 | Q3 2022 | 10 |
A.R.T. Advisors, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q1 2019 | 10 |
Bridgewater Associates | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2022 | 10 |
NISA INVESTMENT ADVISORS, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 10 |
MetLife Investment Management, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
Community Capital Management, LLC | 10 | 10 | 0.38% | 0.50% | 0.61% | Q4 2018 | Q1 2021 | 10 |
Gruss Capital Management LP | 10 | 10 | 0.33% | 0.63% | 0.88% | Q2 2013 | Q3 2015 | 10 |
WINTON GROUP Ltd | 9 | 1 | 0.01% | 0.04% | 0.07% | Q1 2019 | Q3 2021 | 10 |
Parkwood LLC | 8 | 1 | 0.05% | 0.06% | 0.09% | Q4 2013 | Q3 2016 | 9 |
LOOMIS SAYLES & CO L P | 5 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 9 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2023 | 9 |
MUFG Americas Holdings Corp | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 9 |
Buffington Mohr McNeal | 7 | 1 | 0.04% | 0.06% | 0.08% | Q4 2014 | Q1 2019 | 9 |
HBK INVESTMENTS L P | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
FIRST QUADRANT LLC/CA | 6 | 3 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2018 | 9 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 9 |
M&T BANK CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2018 | 9 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2022 | 9 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
Covestor Ltd | 8 | 8 | 0.01% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Nine Chapters Capital Management LLC | 6 | 2 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q3 2015 | 8 |
KENNEDY CAPITAL MANAGEMENT LLC | 8 | 8 | 0.07% | 0.18% | 0.24% | Q2 2015 | Q1 2017 | 8 |
MID CONTINENT CAPITAL LLC/IL | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2020 | 8 |
JFS WEALTH ADVISORS, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
AMUNDI ASSET MANAGEMENT US, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
JANUS HENDERSON GROUP PLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
FIL Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2023 | 8 |
Pacer Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
HSBC HOLDINGS PLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2021 | 7 |
GROUP ONE TRADING, L.P. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2022 | 7 |
Donoghue Forlines LLC | 4 | 1 | 0.04% | 0.12% | 0.42% | Q2 2018 | Q4 2020 | 7 |
Cutler Group LLC / CA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2017 | 7 |
Hutchin Hill Capital, LP | 4 | 3 | 0.02% | 0.14% | 0.32% | Q2 2013 | Q4 2017 | 7 |
KANALY TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
MSI Financial Services Inc | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 7 |
AMERICAN CENTURY COMPANIES INC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 7 |
OCCUDO QUANTITATIVE STRATEGIES LP | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Point72 Hong Kong Ltd | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2022 | 7 |
Spark Investment Management LLC | 7 | 7 | 0.09% | 0.44% | 1.05% | Q2 2019 | Q4 2020 | 7 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
Inspire Advisors, LLC | 6 | 1 | 0.00% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2023 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 7 |
Parallax Volatility Advisers, L.P. | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 7 |
State of Alaska, Department of Revenue | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 7 |
ST GERMAIN D J CO INC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 7 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2018 | 6 |
Disciplined Investments, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
TLP GROUP LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q2 2016 | Q1 2018 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 6 |
CANADA PENSION PLAN INVESTMENT BOARD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2014 | 6 |
JACOBS ASSET MANAGEMENT, LLC | 4 | 2 | 0.68% | 1.06% | 1.77% | Q4 2017 | Q3 2020 | 6 |
Allworth Financial LP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Schubert & Co | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
PARK CIRCLE Co | 3 | 3 | 0.11% | 0.56% | 2.06% | Q3 2019 | Q3 2023 | 6 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 6 |
Bronson Point Management LLC | 6 | 6 | 0.73% | 1.43% | 2.06% | Q3 2013 | Q4 2014 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q3 2013 | Q4 2014 | 6 |
CSat Investment Advisory, L.P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
Delphi Private Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2017 | 6 |
CIGNA INVESTMENTS INC /NEW | 6 | 6 | 0.06% | 0.08% | 0.13% | Q4 2016 | Q1 2018 | 6 |
Neuberger Berman Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2022 | 6 |
TURNER INVESTMENTS LLC | 6 | 6 | 0.05% | 0.13% | 0.33% | Q3 2013 | Q4 2014 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Brookstone Capital Management | 4 | 2 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
&PARTNERS | 6 | 6 | 0.59% | 0.68% | 0.77% | Q4 2018 | Q1 2020 | 6 |
Schonfeld Strategic Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
Inspire Investing, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 6 |
Raymond James Financial Services Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 6 |
Gyon Technologies Capital Management, LP | 4 | 1 | 0.08% | 0.52% | 2.50% | Q1 2020 | Q2 2022 | 6 |
Monarch Partners Asset Management LLC | 6 | 6 | 0.61% | 0.88% | 1.22% | Q2 2015 | Q3 2016 | 6 |
BREWIN DOLPHIN LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2021 | 5 |
Altshuler Shaham Ltd | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 5 |
Fine Capital Partners, L.P. | 5 | 5 | 1.07% | 1.95% | 2.67% | Q2 2013 | Q2 2014 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Capital Advisors, Ltd. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
HRT FINANCIAL LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 5 |
Nantahala Capital Management | 5 | 5 | 0.31% | 0.53% | 0.70% | Q2 2014 | Q2 2015 | 5 |
ANALYTIC INVESTORS, LLC | 5 | 5 | 0.04% | 0.11% | 0.15% | Q3 2015 | Q3 2016 | 5 |
Point72 Asset Management, L.P. | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2020 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2020 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Royal Capital Management, LLC | 5 | 5 | 2.66% | 3.58% | 4.22% | Q2 2013 | Q2 2014 | 5 |
Charter Oak Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
STRS OHIO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2016 | 5 |
Kavi Asset Management, LP | 5 | 5 | 0.33% | 0.44% | 0.59% | Q4 2016 | Q4 2017 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
GQ Asset Management, LLC | 5 | 5 | 0.06% | 0.20% | 0.32% | Q1 2019 | Q1 2020 | 5 |
Alaska Permanent Fund Corp | 3 | 2 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 5 |
Magnetar Financial LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2018 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Nebula Capital Management, LP | 5 | 5 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2014 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2017 | 5 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 4 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Trexquant Investment LP | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q4 2016 | 4 |
ALPHASIMPLEX GROUP, LLC | 3 | 1 | 0.32% | 0.40% | 0.51% | Q2 2019 | Q3 2020 | 4 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 4 |
TFO Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Skandinaviska Enskilda Banken AB (publ) | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2021 | 4 |
Newtyn Management, LLC | 4 | 4 | 3.50% | 6.91% | 9.28% | Q2 2013 | Q1 2014 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 4 |
AIGEN INVESTMENT MANAGEMENT, LP | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2019 | Q3 2022 | 4 |
JANE STREET GROUP, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 4 |
Baldrige Asset Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 2 | 1 | 0.01% | 0.12% | 0.43% | Q1 2020 | Q3 2023 | 4 |
Andalusian Capital Partners, LP | 4 | 4 | 0.14% | 1.02% | 1.79% | Q4 2013 | Q3 2014 | 4 |
Proficio Capital Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2019 | 4 |
Parkside Financial Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 4 |
OXFORD ASSET MANAGEMENT LLP | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 4 |
Stratos Wealth Partners, LTD. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Mariner, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Clover Partners, L.P. | 3 | 3 | 3.65% | 4.33% | 5.22% | Q1 2019 | Q3 2019 | 3 |
683 Capital Management, LLC | 3 | 3 | 0.35% | 0.52% | 0.67% | Q2 2013 | Q4 2013 | 3 |
CLINTON GROUP INC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2017 | 3 |
Archer Investment Corp | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bell Investment Advisors, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
ADVISOR PARTNERS II, LLC | 3 | 3 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2016 | 3 |
Arden Trust Co | 3 | 3 | 0.07% | 0.12% | 0.18% | Q2 2023 | Q4 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
BNP Paribas Asset Management Holding S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bray Capital Advisors | 2 | 1 | 0.01% | 0.04% | 0.05% | Q2 2015 | Q1 2018 | 3 |
PDT Partners, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2015 | 3 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.04% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
AdvisorNet Financial, Inc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 3 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2017 | 3 |
Placemark Investments, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Stilwell Value LLC | 2 | 1 | 0.24% | 0.58% | 1.22% | Q3 2021 | Q2 2022 | 3 |
Castleview Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
TFS CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
West Family Investments, Inc. | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q1 2023 | 3 |
Holocene Advisors, LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AMP Capital Investors Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
HUNTINGTON NATIONAL BANK | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 3 |
GLOBEFLEX CAPITAL L P | 3 | 3 | 0.00% | 0.30% | 0.48% | Q2 2013 | Q4 2013 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FSA Wealth Management LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
EMERALD MUTUAL FUND ADVISERS TRUST | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q2 2023 | 3 |
SRS Capital Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
STIFEL FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 3 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
Assenagon Asset Management S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Omnia Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
West Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
SHERBROOKE PARK ADVISERS LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Filament LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Sciencast Management LP | 2 | 2 | 0.13% | 0.22% | 0.30% | Q4 2016 | Q1 2017 | 2 |
GREENLEAF TRUST | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
AJO, LP | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Executive Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Jupiter Investment Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 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 2016 | Q4 2022 | 2 |
Point72 Middle East FZE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Absolute Return Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 2 |
Ahrens Investment Partners LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2022 | Q1 2023 | 2 |
Atom Investors LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
PUTNAM INVESTMENTS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2020 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
NOMURA ASSET MANAGEMENT CO LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Full Value Advisors, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q2 2007 | Q3 2007 | 2 |
Vestcor Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2015 | Q4 2021 | 2 |
Cetera Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Checchi Capital Advisers, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
Versor Investments LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 2 |
STILWELL JOSEPH | 2 | 2 | 0.29% | 0.30% | 0.32% | Q2 2013 | Q3 2013 | 2 |
Cetera Investment Advisers | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q1 2022 | 2 |
FRANKLIN RESOURCES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Visionary Asset Management, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
TD Waterhouse Canada Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SIRIOS CAPITAL MANAGEMENT L P | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2013 | Q3 2013 | 2 |
CAPSTONE ASSET MANAGEMENT CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
MCIA Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESCO, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Allspring Global Investments Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clarius Group, LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Aquatic Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Corient Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
DRW Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Acrisure Capital Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
Amalgamated Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 1.67% | 1.67% | 1.67% | Q4 2013 | Q4 2013 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PIEDMONT INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Airain ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FORA Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
State of Wyoming | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
WOODMONT INVESTMENT COUNSEL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
State of New Jersey Common Pension Fund D | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
BOGLE INVESTMENT MANAGEMENT L P /DE/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Ashler Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Atria Wealth Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Centiva Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
PRUDENTIAL FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Cortina Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Private Advisor Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Gradient Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Janney Montgomery Scott LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Balentine LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
HAP Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
PineBridge Investments, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Quantinno Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cetera Advisor Networks LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
External links
This page lists all the filers that currently own TFS FINL CORP or have owned TFS FINL CORP in the past.